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 1,453 institutions that hold shares in the stock, with a total of 1.68 Billion shares, which have been reported (via 13F filing form) to have a value of $38.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
17,192
shares
|
$395,931
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
17,164
shares
|
$395,286
0.02% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
17,110
shares
|
$394,043
0.01% of portfolio
|
Q3 2025
Added 17.92%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
17,023
shares
|
$392,039
0.01% of portfolio
|
Q3 2025
Added 155.22%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
16,860
shares
|
$388,285
0.0% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
16,786
shares
|
$386,581
0.05% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
16,751
shares
|
$385,775
0.0% of portfolio
|
Q3 2025
Reduced 44.28%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
16,745
shares
|
$385,637
0.0% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
16,579
shares
|
$381,814
0.01% of portfolio
|
Q3 2025
Reduced 17.33%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,535
shares
|
$380,801
0.0% of portfolio
|
Q3 2023
Reduced 4.37%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
16,354
shares
|
$376,632
0.01% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
16,255
shares
|
$374,352
0.14% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
16,137
shares
|
$371,635
0.02% of portfolio
|
Q3 2025
Added 17.09%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,989
shares
|
$368,226
0.01% of portfolio
|
Q4 2024
Reduced 15.96%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
15,819
shares
|
$364,311
0.01% of portfolio
|
Q3 2025
Reduced 32.17%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
15,796
shares
|
$363,781
0.0% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
15,778
shares
|
$363,367
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
15,708
shares
|
$361,755
0.01% of portfolio
|
Q4 2025
Added 267.61%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
15,559
shares
|
$358,323
0.0% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
15,522
shares
|
$357,471
0.0% of portfolio
|
Q3 2025
Added 18.06%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,514
shares
|
$357,287
0.05% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
15,505
shares
|
$357,080
0.01% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
15,451
shares
|
$355,836
0.01% of portfolio
|
Q4 2025
Added 20.68%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
15,355
shares
|
$353,625
0.01% of portfolio
|
Q3 2025
Added 50.54%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
15,294
shares
|
$352,220
0.07% of portfolio
|
Q2 2022
New holding
|
|