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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
70
shares
|
$704
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
67
shares
|
$674
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
66
shares
|
$663
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
64
shares
|
$643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
60
shares
|
$603
0.0% of portfolio
|
Q3 2024
Reduced 55.88%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
59
shares
|
$593
0.0% of portfolio
|
Q4 2024
Reduced 34.44%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
59
shares
|
$593
0.0% of portfolio
|
Q3 2024
Reduced 35.87%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
52
shares
|
$523
0.0% of portfolio
|
Q2 2024
Reduced 100.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
52
shares
|
$523
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
48
shares
|
$482
0.0% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
46
shares
|
$462
0.0% of portfolio
|
Q2 2024
Reduced 20.69%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
46
shares
|
$462
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
45
shares
|
$452
0.0% of portfolio
|
Q4 2024
Reduced 74.29%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
45
shares
|
$452
0.0% of portfolio
|
Q4 2024
Reduced 82.56%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
45
shares
|
$452
0.0% of portfolio
|
Q4 2024
Added 1400.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
44
shares
|
$442
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
44
shares
|
$442
0.0% of portfolio
|
Q3 2023
Reduced 70.07%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
42
shares
|
$422
0.0% of portfolio
|
Q1 2024
Reduced 55.32%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
41
shares
|
$412
0.0% of portfolio
|
Q3 2024
Reduced 25.45%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
41
shares
|
$412
0.0% of portfolio
|
Q2 2024
Reduced 90.77%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
40
shares
|
$402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
32
shares
|
$321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
31
shares
|
$311
0.0% of portfolio
|
Q4 2024
Reduced 56.34%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
30
shares
|
$301
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
28
shares
|
$281
0.0% of portfolio
|
Q2 2024
Reduced 80.95%
|