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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
149
shares
|
$1,545
0.0% of portfolio
|
Q2 2024
Reduced 3.25%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
149
shares
|
$1,545
0.0% of portfolio
|
Q3 2024
Added 246.51%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
145
shares
|
$1,503
0.0% of portfolio
|
Q2 2024
Reduced 62.44%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
145
shares
|
$1,503
0.0% of portfolio
|
Q4 2024
Added 173.58%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
144
shares
|
$1,493
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
143
shares
|
$1,482
0.0% of portfolio
|
Q4 2024
Reduced 48.75%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
141
shares
|
$1,462
0.0% of portfolio
|
Q3 2024
Reduced 45.98%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
136
shares
|
$1,410
0.0% of portfolio
|
Q3 2024
Reduced 97.49%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
129
shares
|
$1,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
126
shares
|
$1,306
0.0% of portfolio
|
Q4 2024
Reduced 68.66%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
125
shares
|
$1,296
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
124
shares
|
$1,285
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
124
shares
|
$1,285
0.0% of portfolio
|
Q4 2024
Added 235.14%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
121
shares
|
$1,254
0.0% of portfolio
|
Q1 2024
Reduced 38.58%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
121
shares
|
$1,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
120
shares
|
$1,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
120
shares
|
$1,244
0.0% of portfolio
|
Q2 2024
Reduced 77.94%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
116
shares
|
$1,202
0.0% of portfolio
|
Q4 2024
Reduced 86.88%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
115
shares
|
$1,192
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
112
shares
|
$1,161
0.0% of portfolio
|
Q3 2024
Reduced 68.27%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
112
shares
|
$1,161
0.0% of portfolio
|
Q4 2024
Reduced 82.11%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
111
shares
|
$1,151
0.0% of portfolio
|
Q2 2024
Reduced 12.6%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
108
shares
|
$1,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
106
shares
|
$1,099
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
104
shares
|
$1,078
0.0% of portfolio
|
Q1 2024
Reduced 18.75%
|