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 1,290 institutions that hold shares in the stock, with a total of 1.36 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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
418
shares
|
$4,284
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
412
shares
|
$4,223
0.0% of portfolio
|
Q3 2024
Added 23.35%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
405
shares
|
$4,151
0.0% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
398
shares
|
$4,079
0.0% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
397
shares
|
$4,069
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
385
shares
|
$3,946
0.0% of portfolio
|
Q1 2024
Reduced 45.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
385
shares
|
$3,946
0.0% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
380
shares
|
$3,895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
379
shares
|
$3,884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
377
shares
|
$3,864
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
368
shares
|
$3,772
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
368
shares
|
$3,772
0.0% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
348
shares
|
$3,567
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
342
shares
|
$3,505
0.0% of portfolio
|
Q4 2023
Added 388.57%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
339
shares
|
$3,474
0.0% of portfolio
|
Q3 2024
Reduced 46.28%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
331
shares
|
$3,392
0.0% of portfolio
|
Q3 2023
Reduced 77.56%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
330
shares
|
$3,382
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
328
shares
|
$3,362
0.0% of portfolio
|
Q4 2024
Reduced 77.82%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
318
shares
|
$3,259
0.0% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
292
shares
|
$2,993
0.0% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
290
shares
|
$2,972
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
286
shares
|
$2,931
0.0% of portfolio
|
Q3 2024
Added 71.26%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
285
shares
|
$2,921
0.01% of portfolio
|
Q3 2022
Reduced 25.2%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
284
shares
|
$2,911
0.0% of portfolio
|
Q2 2024
Reduced 33.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
279
shares
|
$2,859
0.0% of portfolio
|
Q3 2024
Reduced 39.48%
|