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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
13
shares
|
$133
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
12
shares
|
$123
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
11
shares
|
$112
0.0% of portfolio
|
Q4 2023
Reduced 94.79%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
10
shares
|
$102
0.0% of portfolio
|
Q4 2024
Reduced 85.71%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
10
shares
|
$102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
10
shares
|
$102
0.01% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
8
shares
|
$82
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
7
shares
|
$71
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
7
shares
|
$71
0.0% of portfolio
|
Q1 2024
Reduced 81.58%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
7
shares
|
$71
0.0% of portfolio
|
Q2 2024
Reduced 99.51%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
7
shares
|
$71
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
4
shares
|
$41
0.0% of portfolio
|
Q4 2023
Reduced 98.46%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
4
shares
|
$41
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
3
shares
|
$30
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
3
shares
|
$30
0.0% of portfolio
|
Q4 2023
Reduced 98.7%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
3
shares
|
$30
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3
shares
|
$30
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2
shares
|
$20
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2
shares
|
$20
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
2
shares
|
$20
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
2
shares
|
$20
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
2
shares
|
$20
0.0% of portfolio
|
Q3 2024
Reduced 99.73%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
2
shares
|
$20
0.0% of portfolio
|
Q2 2024
Reduced 95.24%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2
shares
|
$20
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
2
shares
|
$20
0.0% of portfolio
|
Q4 2023
New holding
|