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 1,286 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 $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
505
shares
|
$5,080
0.0% of portfolio
|
Q1 2024
Reduced 21.71%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
502
shares
|
$5,050
0.0% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
500
shares
|
$5,030
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
498
shares
|
$5,009
0.0% of portfolio
|
Q3 2023
Reduced 89.46%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
498
shares
|
$5,009
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
495
shares
|
$4,979
0.0% of portfolio
|
Q4 2024
Added 1962.5%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
485
shares
|
$4,879
0.0% of portfolio
|
Q1 2024
Reduced 28.99%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
483
shares
|
$4,858
0.0% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
477
shares
|
$4,798
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
474
shares
|
$4,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
472
shares
|
$4,748
0.0% of portfolio
|
Q4 2024
Reduced 17.91%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
448
shares
|
$4,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
447
shares
|
$4,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
442
shares
|
$4,446
0.0% of portfolio
|
Q4 2024
Reduced 16.6%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
430
shares
|
$4,325
0.0% of portfolio
|
Q4 2024
Added 79.92%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
425
shares
|
$4,275
0.0% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
425
shares
|
$4,275
0.0% of portfolio
|
Q2 2024
Reduced 57.63%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
419
shares
|
$4,215
0.0% of portfolio
|
Q4 2024
Reduced 43.61%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
418
shares
|
$4,205
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
412
shares
|
$4,144
0.0% of portfolio
|
Q3 2024
Added 23.35%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
405
shares
|
$4,074
0.0% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
398
shares
|
$4,003
0.0% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
397
shares
|
$3,993
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
385
shares
|
$3,873
0.0% of portfolio
|
Q1 2024
Reduced 45.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
385
shares
|
$3,873
0.0% of portfolio
|
Q3 2024
Reduced 11.29%
|