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 |
|---|---|---|---|---|---|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
169
shares
|
$1,700
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
167
shares
|
$1,680
0.0% of portfolio
|
Q4 2024
Reduced 41.61%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
163
shares
|
$1,639
0.0% of portfolio
|
Q4 2023
Added 2.52%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
161
shares
|
$1,619
0.0% of portfolio
|
Q2 2024
Reduced 30.6%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
151
shares
|
$1,519
0.0% of portfolio
|
Q4 2023
Reduced 88.3%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
149
shares
|
$1,498
0.0% of portfolio
|
Q2 2024
Reduced 3.25%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
149
shares
|
$1,498
0.0% of portfolio
|
Q3 2024
Added 246.51%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
145
shares
|
$1,458
0.0% of portfolio
|
Q2 2024
Reduced 62.44%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
145
shares
|
$1,458
0.0% of portfolio
|
Q4 2024
Added 173.58%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
144
shares
|
$1,448
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
143
shares
|
$1,438
0.0% of portfolio
|
Q4 2024
Reduced 48.75%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
142
shares
|
$1,428
0.0% of portfolio
|
Q1 2024
Added 2.16%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
141
shares
|
$1,418
0.0% of portfolio
|
Q3 2024
Reduced 45.98%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
136
shares
|
$1,368
0.0% of portfolio
|
Q3 2024
Reduced 97.49%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
130
shares
|
$1,307
0.0% of portfolio
|
Q3 2024
Reduced 97.94%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
126
shares
|
$1,267
0.0% of portfolio
|
Q4 2024
Reduced 68.66%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
124
shares
|
$1,247
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
124
shares
|
$1,247
0.0% of portfolio
|
Q4 2024
Added 235.14%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
121
shares
|
$1,217
0.0% of portfolio
|
Q1 2024
Reduced 38.58%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
121
shares
|
$1,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
120
shares
|
$1,207
0.0% of portfolio
|
Q2 2024
Reduced 77.94%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
116
shares
|
$1,166
0.0% of portfolio
|
Q4 2024
Reduced 86.88%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
115
shares
|
$1,156
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
112
shares
|
$1,126
0.0% of portfolio
|
Q3 2024
Reduced 68.27%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
112
shares
|
$1,126
0.0% of portfolio
|
Q4 2024
Reduced 82.11%
|