Institutional Ownership Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD). We have compiled data on the 1,286 institutions that hold shares in the stock, with a total of 1.37 Billion shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
15,272
shares
|
$153,636
0.01% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
15,075
shares
|
$151,654
0.03% of portfolio
|
Q1 2024
Reduced 9.73%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
15,048
shares
|
$151,382
0.1% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
15,020
shares
|
$151,101
0.03% of portfolio
|
Q3 2022
Added 2.46%
|
|
|
Cheyne Capital Management (Uk) LLP
|
Feb 12, 2024 Q4 2023 |
15,000
shares
|
$150,900
0.65% of portfolio
|
Q2 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
14,515
shares
|
$146,020
0.01% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
14,513
shares
|
$146,000
0.06% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
14,467
shares
|
$145,538
0.01% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
14,414
shares
|
$145,004
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
14,367
shares
|
$144,532
0.0% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
14,337
shares
|
$144,230
0.01% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
14,329
shares
|
$144,149
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
14,240
shares
|
$143,254
0.0% of portfolio
|
Q4 2024
Reduced 20.49%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
14,231
shares
|
$143,163
0.02% of portfolio
|
Q3 2022
Added 71.19%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
14,227
shares
|
$143,123
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
14,162
shares
|
$142,469
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,157
shares
|
$142,419
0.0% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
14,048
shares
|
$141,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
13,915
shares
|
$139,984
0.0% of portfolio
|
Q3 2024
Added 25.73%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
13,845
shares
|
$139,280
0.02% of portfolio
|
Q4 2023
Added 7.38%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
13,783
shares
|
$138,656
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
13,760
shares
|
$138,425
0.03% of portfolio
|
Q1 2024
Reduced 60.41%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
13,740
shares
|
$138,224
0.0% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
13,651
shares
|
$137,329
0.06% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,637
shares
|
$137,188
0.01% of portfolio
|
Q4 2024
Reduced 4.15%
|