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 1,304 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 $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,967
shares
|
$131,744
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
12,900
shares
|
$131,064
0.01% of portfolio
|
Q4 2024
Reduced 21.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,895
shares
|
$131,013
0.0% of portfolio
|
Q4 2024
Reduced 19.16%
|
|
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
Feb 07, 2025 Q4 2024 |
12,785
shares
|
$129,895
0.01% of portfolio
|
Q2 2024
Added 22.52%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
12,700
shares
|
$129,032
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
12,682
shares
|
$128,849
0.01% of portfolio
|
Q4 2024
Reduced 11.96%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,449
shares
|
$126,481
0.01% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
12,426
shares
|
$126,248
0.0% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
12,376
shares
|
$125,740
0.05% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12,356
shares
|
$125,536
0.02% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,353
shares
|
$125,506
0.0% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,262
shares
|
$124,581
0.0% of portfolio
|
Q3 2024
Added 65.26%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
12,239
shares
|
$124,348
0.03% of portfolio
|
Q3 2024
Reduced 94.99%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,219
shares
|
$124,145
0.0% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
12,198
shares
|
$123,931
0.0% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
12,125
shares
|
$123,190
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
12,065
shares
|
$122,580
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
12,033
shares
|
$122,255
0.0% of portfolio
|
Q3 2024
Reduced 59.38%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
11,996
shares
|
$121,879
0.01% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
11,952
shares
|
$121,432
0.01% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,851
shares
|
$120,406
0.04% of portfolio
|
Q2 2024
Added 11.36%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
11,834
shares
|
$120,233
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
11,756
shares
|
$119,440
0.03% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
11,733
shares
|
$119,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
11,709
shares
|
$118,963
0.0% of portfolio
|
Q3 2024
Reduced 27.34%
|