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 |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
7,432
shares
|
$171,158
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
7,364
shares
|
$169,592
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7,324
shares
|
$168,671
0.02% of portfolio
|
Q4 2022
Reduced 9.75%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
7,219
shares
|
$166,253
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
7,155
shares
|
$164,779
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
7,135
shares
|
$164,319
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
7,073
shares
|
$162,891
0.01% of portfolio
|
Q4 2025
Reduced 47.77%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
7,067
shares
|
$162,753
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
7,024
shares
|
$161,762
0.06% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,891
shares
|
$158,699
0.01% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
6,590
shares
|
$151,767
0.01% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
6,569
shares
|
$151,284
0.0% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
6,095
shares
|
$140,367
0.01% of portfolio
|
Q4 2025
Added 7.7%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,971
shares
|
$137,512
0.08% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,961
shares
|
$137,281
0.01% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
5,880
shares
|
$135,416
0.01% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
5,627
shares
|
$129,589
0.03% of portfolio
|
Q3 2025
Added 248.85%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
5,563
shares
|
$128,115
0.0% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
5,434
shares
|
$125,145
0.06% of portfolio
|
Q3 2025
Reduced 26.24%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
5,389
shares
|
$124,108
0.01% of portfolio
|
Q3 2025
Reduced 54.53%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
5,276
shares
|
$121,506
0.1% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
5,049
shares
|
$116,278
0.0% of portfolio
|
Q3 2023
Added 26.67%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
4,935
shares
|
$113,653
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
4,800
shares
|
$110,544
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,671
shares
|
$107,573
0.01% of portfolio
|
Q3 2025
Added 112.41%
|
|