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 |
|---|---|---|---|---|---|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
42
shares
|
$430
0.0% of portfolio
|
Q1 2024
Reduced 55.32%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
41
shares
|
$420
0.0% of portfolio
|
Q3 2024
Reduced 25.45%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
41
shares
|
$420
0.0% of portfolio
|
Q2 2024
Reduced 90.77%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
40
shares
|
$410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
37
shares
|
$379
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
34
shares
|
$348
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
31
shares
|
$317
0.0% of portfolio
|
Q4 2024
Reduced 56.34%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
30
shares
|
$307
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
28
shares
|
$287
0.0% of portfolio
|
Q2 2024
Reduced 80.95%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
25
shares
|
$256
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
24
shares
|
$246
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
24
shares
|
$246
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
24
shares
|
$246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
24
shares
|
$246
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
24
shares
|
$246
0.0% of portfolio
|
Q3 2024
Reduced 22.58%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
24
shares
|
$246
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
22
shares
|
$225
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
21
shares
|
$215
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
21
shares
|
$215
0.0% of portfolio
|
Q4 2023
Reduced 95.04%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
21
shares
|
$215
0.0% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
20
shares
|
$205
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
17
shares
|
$174
0.0% of portfolio
|
Q4 2023
Reduced 5.56%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
17
shares
|
$174
0.0% of portfolio
|
Q3 2024
Reduced 29.17%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
17
shares
|
$174
0.0% of portfolio
|
Q2 2024
Reduced 96.27%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
16
shares
|
$164
0.0% of portfolio
|
Q4 2024
Reduced 98.66%
|