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 1,381 institutions that hold shares in the stock, with a total of 1.64 Billion shares, which have been reported (via 13F filing form) to have a value of $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
597
shares
|
$6,698
0.0% of portfolio
|
Q2 2024
Reduced 9.13%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
597
shares
|
$6,698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
590
shares
|
$6,619
0.0% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
588
shares
|
$6,597
0.0% of portfolio
|
Q1 2025
Reduced 20.22%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
584
shares
|
$6,552
0.0% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
584
shares
|
$6,552
0.0% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
582
shares
|
$6,530
0.0% of portfolio
|
Q1 2025
Added 30.2%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
564
shares
|
$6,328
0.0% of portfolio
|
Q3 2024
Reduced 48.91%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
551
shares
|
$6,182
0.0% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
529
shares
|
$5,935
0.0% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
518
shares
|
$5,811
0.0% of portfolio
|
Q1 2025
Added 78.62%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
514
shares
|
$5,767
0.0% of portfolio
|
Q1 2025
Added 22.09%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
509
shares
|
$5,710
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
507
shares
|
$5,688
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
505
shares
|
$5,666
0.0% of portfolio
|
Q1 2024
Reduced 21.71%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
502
shares
|
$5,632
0.0% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$5,610
0.0% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
498
shares
|
$5,587
0.0% of portfolio
|
Q3 2023
Reduced 89.46%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
493
shares
|
$5,531
0.0% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
486
shares
|
$5,452
0.0% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
485
shares
|
$5,441
0.0% of portfolio
|
Q1 2024
Reduced 28.99%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
480
shares
|
$5,385
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
478
shares
|
$5,363
0.0% of portfolio
|
Q4 2024
Added 24.16%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
461
shares
|
$5,172
0.0% of portfolio
|
Q4 2024
Added 412.22%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
459
shares
|
$5,149
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|