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 1,385 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 $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
135
shares
|
$1,525
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
129
shares
|
$1,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
122
shares
|
$1,378
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
121
shares
|
$1,367
0.0% of portfolio
|
Q1 2025
Added 168.89%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
121
shares
|
$1,367
0.0% of portfolio
|
Q1 2024
Reduced 38.58%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
120
shares
|
$1,356
0.0% of portfolio
|
Q2 2024
Reduced 77.94%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
116
shares
|
$1,310
0.0% of portfolio
|
Q1 2025
Added 152.17%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
115
shares
|
$1,299
0.0% of portfolio
|
Q1 2025
Reduced 90.96%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
112
shares
|
$1,265
0.0% of portfolio
|
Q3 2024
Reduced 68.27%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
112
shares
|
$1,265
0.0% of portfolio
|
Q4 2024
Reduced 82.11%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
106
shares
|
$1,197
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
104
shares
|
$1,175
0.0% of portfolio
|
Q1 2024
Reduced 18.75%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
101
shares
|
$1,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
100
shares
|
$1,130
0.0% of portfolio
|
Q2 2024
Added 38.89%
|
|
|
Ransom Advisory, LTD
Providence, RI |
May 20, 2025 Q1 2025 |
96
shares
|
$1,084
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
93
shares
|
$1,050
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
91
shares
|
$1,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
87
shares
|
$983
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
87
shares
|
$983
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
85
shares
|
$960
0.0% of portfolio
|
Q4 2023
Reduced 89.51%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
83
shares
|
$937
0.0% of portfolio
|
Q1 2025
Reduced 96.64%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
81
shares
|
$915
0.0% of portfolio
|
Q2 2024
Reduced 53.71%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
79
shares
|
$892
0.0% of portfolio
|
Q1 2024
Reduced 37.8%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
75
shares
|
$847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
74
shares
|
$836
0.0% of portfolio
|
Q3 2023
Reduced 99.28%
|