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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
526
shares
|
$12,113
0.0% of portfolio
|
Q3 2025
Added 189.01%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
513
shares
|
$11,814
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
512
shares
|
$11,791
0.0% of portfolio
|
Q3 2025
Reduced 39.41%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
509
shares
|
$11,722
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
505
shares
|
$11,630
0.0% of portfolio
|
Q1 2024
Reduced 21.71%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
505
shares
|
$11,630
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
504
shares
|
$11,607
0.0% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
498
shares
|
$11,468
0.0% of portfolio
|
Q3 2023
Reduced 89.46%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
493
shares
|
$11,353
0.0% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
493
shares
|
$11,353
0.0% of portfolio
|
Q2 2025
Added 33.24%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
493
shares
|
$11,353
0.0% of portfolio
|
Q3 2025
Added 34.33%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
490
shares
|
$11,284
0.0% of portfolio
|
Q3 2025
Added 68.38%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
485
shares
|
$11,169
0.0% of portfolio
|
Q1 2024
Reduced 28.99%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
478
shares
|
$11,008
0.0% of portfolio
|
Q4 2024
Added 24.16%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
477
shares
|
$10,985
0.0% of portfolio
|
Q3 2025
Reduced 69.52%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
475
shares
|
$10,939
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
455
shares
|
$10,478
0.0% of portfolio
|
Q2 2025
Reduced 33.77%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
447
shares
|
$10,294
0.0% of portfolio
|
Q2 2025
Reduced 23.2%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
430
shares
|
$9,902
0.0% of portfolio
|
Q3 2025
Reduced 44.37%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
430
shares
|
$9,902
0.0% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
419
shares
|
$9,649
0.0% of portfolio
|
Q4 2024
Reduced 43.61%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
414
shares
|
$9,534
0.0% of portfolio
|
Q2 2025
Reduced 30.65%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
413
shares
|
$9,511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
408
shares
|
$9,396
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
408
shares
|
$9,396
0.01% of portfolio
|
Q3 2025
Reduced 27.01%
|
|