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 1,434 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 $38.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
20
shares
|
$460
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
17
shares
|
$391
0.0% of portfolio
|
Q4 2023
Reduced 5.56%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
16
shares
|
$368
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
16
shares
|
$368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
15
shares
|
$345
0.0% of portfolio
|
Q2 2025
Added 650.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
15
shares
|
$345
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
13
shares
|
$299
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
12
shares
|
$276
0.0% of portfolio
|
Q4 2024
Reduced 98.23%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
12
shares
|
$276
0.0% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
12
shares
|
$276
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$230
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
9
shares
|
$207
0.0% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
7
shares
|
$161
0.0% of portfolio
|
Q3 2025
Reduced 96.68%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
7
shares
|
$161
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
7
shares
|
$161
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
7
shares
|
$161
0.0% of portfolio
|
Q2 2024
Reduced 99.51%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
7
shares
|
$161
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
7
shares
|
$161
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
7
shares
|
$161
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
5
shares
|
$115
0.0% of portfolio
|
Q3 2025
Reduced 99.06%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
5
shares
|
$115
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4
shares
|
$92
0.0% of portfolio
|
Q4 2023
Reduced 98.46%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
4
shares
|
$92
0.0% of portfolio
|
Q1 2025
Reduced 96.4%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
4
shares
|
$92
0.0% of portfolio
|
Q2 2025
Reduced 99.84%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
3
shares
|
$69
0.0% of portfolio
|
Q2 2024
New holding
|
|