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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
430
shares
|
$4,459
0.0% of portfolio
|
Q4 2024
Added 79.92%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
425
shares
|
$4,407
0.0% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
425
shares
|
$4,407
0.0% of portfolio
|
Q2 2024
Reduced 57.63%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
421
shares
|
$4,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
419
shares
|
$4,345
0.0% of portfolio
|
Q4 2024
Reduced 43.61%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
412
shares
|
$4,272
0.0% of portfolio
|
Q3 2024
Added 23.35%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
406
shares
|
$4,210
0.0% of portfolio
|
Q4 2024
Added 75.76%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
405
shares
|
$4,199
0.0% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
398
shares
|
$4,127
0.01% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
397
shares
|
$4,116
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
396
shares
|
$4,106
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
379
shares
|
$3,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
375
shares
|
$3,888
0.0% of portfolio
|
Q4 2024
Reduced 51.68%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
374
shares
|
$3,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
370
shares
|
$3,836
0.0% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
368
shares
|
$3,816
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
368
shares
|
$3,816
0.0% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
363
shares
|
$3,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
355
shares
|
$3,681
0.0% of portfolio
|
Q4 2024
Reduced 53.23%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
348
shares
|
$3,608
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
342
shares
|
$3,546
0.0% of portfolio
|
Q4 2023
Added 388.57%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
339
shares
|
$3,515
0.0% of portfolio
|
Q3 2024
Reduced 46.28%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
338
shares
|
$3,505
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
331
shares
|
$3,432
0.0% of portfolio
|
Q3 2023
Reduced 77.56%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
328
shares
|
$3,401
0.0% of portfolio
|
Q4 2024
Reduced 77.82%
|