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 1,378 institutions that hold shares in the stock, with a total of 1.49 Billion shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
47,095
shares
|
$473,304
0.04% of portfolio
|
Q3 2024
Added 80.48%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
47,049
shares
|
$472,842
0.0% of portfolio
|
Q4 2024
Added 26.89%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
47,047
shares
|
$472,822
0.03% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
46,979
shares
|
$472,138
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
46,964
shares
|
$471,988
0.36% of portfolio
|
Q4 2024
Reduced 20.45%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
46,564
shares
|
$467,968
0.0% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
46,125
shares
|
$463,556
0.01% of portfolio
|
Q4 2024
Reduced 21.73%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
45,821
shares
|
$460,501
0.0% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
45,478
shares
|
$457,053
0.09% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
45,262
shares
|
$454,883
0.0% of portfolio
|
Q4 2024
Reduced 36.97%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
44,828
shares
|
$450,521
0.02% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
44,213
shares
|
$444,340
0.04% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
43,742
shares
|
$439,607
0.0% of portfolio
|
Q4 2024
Reduced 21.84%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
43,741
shares
|
$439,597
0.02% of portfolio
|
Q3 2023
Reduced 12.82%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
43,719
shares
|
$439,375
0.17% of portfolio
|
Q4 2024
Reduced 38.63%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
43,538
shares
|
$437,556
0.0% of portfolio
|
Q4 2024
Reduced 32.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
43,364
shares
|
$435,808
0.02% of portfolio
|
Q2 2022
Added 9.55%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
43,219
shares
|
$434,350
0.24% of portfolio
|
Q4 2024
Added 27.98%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
43,203
shares
|
$434,190
0.01% of portfolio
|
Q4 2024
Added 201.51%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
42,935
shares
|
$431,496
0.09% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
42,859
shares
|
$430,732
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
42,170
shares
|
$423,808
0.01% of portfolio
|
Q4 2024
Reduced 39.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
42,026
shares
|
$422,361
0.0% of portfolio
|
Q4 2024
Reduced 15.14%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
41,223
shares
|
$414,291
0.2% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
41,098
shares
|
$413,034
0.07% of portfolio
|
Q4 2024
Added 0.02%
|