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 1,325 institutions that hold shares in the stock, with a total of 1.42 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 |
|---|---|---|---|---|---|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
4,071
shares
|
$41,564
0.03% of portfolio
|
Q1 2023
Reduced 1.17%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,896
shares
|
$39,778
0.04% of portfolio
|
Q4 2022
Reduced 11.03%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
3,882
shares
|
$39,635
0.02% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,803
shares
|
$38,828
0.01% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,799
shares
|
$38,787
0.01% of portfolio
|
Q4 2024
Added 1858.25%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,667
shares
|
$37,440
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,619
shares
|
$36,949
0.01% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,605
shares
|
$36,807
0.0% of portfolio
|
Q4 2023
Added 28.75%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
3,568
shares
|
$36,429
0.0% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
3,537
shares
|
$36,112
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,475
shares
|
$35,479
0.0% of portfolio
|
Q2 2024
Added 34.01%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,458
shares
|
$35,306
0.04% of portfolio
|
Q3 2023
Reduced 12.03%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
3,425
shares
|
$34,969
0.01% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
3,334
shares
|
$34,040
0.06% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,331
shares
|
$34,009
0.0% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,306
shares
|
$33,754
0.03% of portfolio
|
Q4 2024
Reduced 38.56%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,293
shares
|
$33,621
0.0% of portfolio
|
Q4 2022
Reduced 32.7%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,283
shares
|
$33,519
0.01% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
3,262
shares
|
$33,305
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,260
shares
|
$33,284
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
3,245
shares
|
$33,131
0.0% of portfolio
|
Q4 2024
Added 22.68%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
3,142
shares
|
$32,079
0.01% of portfolio
|
Q4 2024
Reduced 17.12%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
3,139
shares
|
$32,049
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
3,031
shares
|
$30,946
0.01% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
3,000
shares
|
$30,630
0.02% of portfolio
|
Q3 2022
New holding
|