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 $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
737
shares
|
$7,642
0.0% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
737
shares
|
$7,642
0.0% of portfolio
|
Q4 2024
Reduced 14.7%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
736
shares
|
$7,632
0.0% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
731
shares
|
$7,580
0.0% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
727
shares
|
$7,538
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
725
shares
|
$7,518
0.0% of portfolio
|
Q2 2024
Reduced 9.26%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
704
shares
|
$7,300
0.01% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
692
shares
|
$7,176
0.0% of portfolio
|
Q4 2024
Added 45.07%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
689
shares
|
$7,144
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
689
shares
|
$7,144
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
671
shares
|
$6,958
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
667
shares
|
$6,916
0.0% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
662
shares
|
$6,864
0.0% of portfolio
|
Q1 2024
Added 11.26%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
657
shares
|
$6,813
0.0% of portfolio
|
Q4 2024
Reduced 44.7%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
650
shares
|
$6,740
0.01% of portfolio
|
Q3 2022
Reduced 53.67%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
641
shares
|
$6,647
0.0% of portfolio
|
Q4 2024
Added 64000.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
640
shares
|
$6,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
629
shares
|
$6,522
0.0% of portfolio
|
Q4 2024
Added 32.14%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
620
shares
|
$6,429
0.0% of portfolio
|
Q4 2024
Reduced 14.95%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
616
shares
|
$6,387
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
615
shares
|
$6,377
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
615
shares
|
$6,377
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
597
shares
|
$6,190
0.0% of portfolio
|
Q2 2024
Reduced 9.13%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
597
shares
|
$6,190
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
593
shares
|
$6,149
0.0% of portfolio
|
Q4 2024
Reduced 10.83%
|