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 1,447 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 |
|---|---|---|---|---|---|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
3,700
shares
|
$85,211
0.0% of portfolio
|
Q1 2025
Reduced 28.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
3,679
shares
|
$84,727
0.0% of portfolio
|
Q3 2025
Reduced 92.21%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
3,675
shares
|
$84,635
0.01% of portfolio
|
Q3 2025
Added 24.66%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,605
shares
|
$83,023
0.0% of portfolio
|
Q4 2023
Added 28.75%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
3,499
shares
|
$80,581
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
3,482
shares
|
$80,190
0.01% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,475
shares
|
$80,029
0.0% of portfolio
|
Q2 2024
Added 34.01%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,458
shares
|
$79,637
0.04% of portfolio
|
Q3 2023
Reduced 12.03%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,425
shares
|
$78,877
0.0% of portfolio
|
Q4 2025
Added 12.41%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
3,407
shares
|
$78,463
0.0% of portfolio
|
Q3 2025
Reduced 35.12%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
3,339
shares
|
$76,897
0.06% of portfolio
|
Q3 2025
Reduced 33.87%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
3,334
shares
|
$76,782
0.06% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
3,327
shares
|
$76,620
0.0% of portfolio
|
Q3 2025
Reduced 71.13%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3,321
shares
|
$76,482
0.0% of portfolio
|
Q3 2025
Reduced 39.89%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,306
shares
|
$76,137
0.03% of portfolio
|
Q4 2024
Reduced 38.56%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,293
shares
|
$75,837
0.0% of portfolio
|
Q4 2022
Reduced 32.7%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,283
shares
|
$75,607
0.01% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
3,269
shares
|
$75,285
0.01% of portfolio
|
Q4 2025
Reduced 33.39%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
3,156
shares
|
$72,682
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,126
shares
|
$71,991
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
3,116
shares
|
$71,761
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
3,032
shares
|
$69,826
0.01% of portfolio
|
Q3 2025
Reduced 29.72%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
3,001
shares
|
$69,113
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
3,000
shares
|
$69,090
0.04% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,982
shares
|
$68,675
0.02% of portfolio
|
Q3 2025
Reduced 1.62%
|
|