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 1,304 institutions that hold shares in the stock, with a total of 1.37 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 |
|---|---|---|---|---|---|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,098
shares
|
$21,315
0.0% of portfolio
|
Q3 2024
Reduced 97.09%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2,080
shares
|
$21,132
0.0% of portfolio
|
Q3 2024
Reduced 31.17%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,072
shares
|
$21,051
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
2,071
shares
|
$21,041
0.01% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
2,065
shares
|
$20,980
0.0% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,020
shares
|
$20,523
0.0% of portfolio
|
Q4 2024
Reduced 18.42%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
2,011
shares
|
$20,431
0.0% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,002
shares
|
$20,340
0.0% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$20,320
0.01% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
1,990
shares
|
$20,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,981
shares
|
$20,126
0.0% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,956
shares
|
$19,872
0.0% of portfolio
|
Q3 2024
Reduced 18.02%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
1,952
shares
|
$19,832
0.0% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,895
shares
|
$19,253
0.0% of portfolio
|
Q2 2023
Reduced 31.34%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,875
shares
|
$19,050
0.0% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,866
shares
|
$18,958
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,854
shares
|
$18,836
0.0% of portfolio
|
Q4 2024
Added 32.62%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,840
shares
|
$18,694
0.0% of portfolio
|
Q4 2024
Added 31.99%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,839
shares
|
$18,684
0.01% of portfolio
|
Q3 2023
Added 7.73%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,829
shares
|
$18,582
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,764
shares
|
$17,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,759
shares
|
$17,871
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,750
shares
|
$17,780
0.0% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
1,728
shares
|
$17,556
0.01% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,710
shares
|
$17,373
0.0% of portfolio
|
Q4 2024
Reduced 30.4%
|