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 |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
2,948
shares
|
$30,099
0.02% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,872
shares
|
$29,323
0.0% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
2,863
shares
|
$29,231
0.01% of portfolio
|
Q4 2024
Reduced 33.15%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,830
shares
|
$28,894
0.0% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
2,795
shares
|
$28,536
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
2,779
shares
|
$28,373
0.0% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
2,775
shares
|
$28,332
0.01% of portfolio
|
Q4 2024
Added 258.06%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
2,775
shares
|
$28,332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,765
shares
|
$28,230
0.0% of portfolio
|
Q4 2024
Added 36.75%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,719
shares
|
$27,760
0.01% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
2,674
shares
|
$27,301
0.01% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
2,665
shares
|
$27,209
0.01% of portfolio
|
Q4 2024
Reduced 25.6%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,651
shares
|
$27,066
0.0% of portfolio
|
Q4 2024
Reduced 28.51%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
2,647
shares
|
$27,025
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
2,606
shares
|
$26,607
0.01% of portfolio
|
Q3 2024
Reduced 18.02%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,592
shares
|
$26,464
0.0% of portfolio
|
Q4 2024
Added 37.73%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,586
shares
|
$26,403
0.0% of portfolio
|
Q4 2024
Reduced 27.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,583
shares
|
$26,372
0.0% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,566
shares
|
$26,198
0.0% of portfolio
|
Q4 2024
Reduced 43.59%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,559
shares
|
$26,127
0.0% of portfolio
|
Q4 2024
Added 313.41%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,479
shares
|
$25,310
0.0% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
2,467
shares
|
$25,188
0.0% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,448
shares
|
$24,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
2,441
shares
|
$24,922
0.02% of portfolio
|
Q4 2024
Reduced 13.59%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
2,390
shares
|
$24,401
0.0% of portfolio
|
Q3 2024
Reduced 6.71%
|