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 |
|---|---|---|---|---|---|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
13,760
shares
|
$316,892
0.06% of portfolio
|
Q1 2024
Reduced 60.41%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
13,724
shares
|
$316,063
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
13,674
shares
|
$314,912
0.02% of portfolio
|
Q4 2025
Added 4.66%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
13,579
shares
|
$312,724
0.0% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
13,511
shares
|
$311,158
0.01% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
13,443
shares
|
$309,592
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
13,390
shares
|
$308,371
0.03% of portfolio
|
Q3 2025
Reduced 47.03%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
13,307
shares
|
$306,460
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
13,228
shares
|
$304,640
0.02% of portfolio
|
Q4 2023
Added 1.51%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
13,213
shares
|
$304,295
0.11% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
13,193
shares
|
$303,834
0.09% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
13,129
shares
|
$302,360
0.01% of portfolio
|
Q3 2025
Reduced 14.62%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
13,122
shares
|
$302,199
0.04% of portfolio
|
Q1 2024
Reduced 88.7%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
13,000
shares
|
$299,390
0.02% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,956
shares
|
$298,376
0.0% of portfolio
|
Q3 2025
Added 85.09%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
12,778
shares
|
$294,277
0.02% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,732
shares
|
$293,217
0.01% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
12,722
shares
|
$292,987
0.0% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
12,700
shares
|
$292,481
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
12,623
shares
|
$290,707
0.01% of portfolio
|
Q2 2024
Added 36.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
12,514
shares
|
$288,197
0.0% of portfolio
|
Q3 2025
Reduced 38.25%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,449
shares
|
$286,700
0.01% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12,356
shares
|
$284,558
0.02% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
12,329
shares
|
$283,936
0.01% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
12,295
shares
|
$283,153
0.0% of portfolio
|
Q3 2025
Reduced 13.83%
|
|