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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
64
shares
|
$663
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
63
shares
|
$653
0.0% of portfolio
|
Q4 2024
Added 36.96%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
63
shares
|
$653
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
59
shares
|
$611
0.0% of portfolio
|
Q4 2024
Reduced 34.44%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
59
shares
|
$611
0.0% of portfolio
|
Q3 2024
Reduced 35.87%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
54
shares
|
$559
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
52
shares
|
$539
0.0% of portfolio
|
Q2 2024
Reduced 100.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
52
shares
|
$539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
52
shares
|
$539
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
45
shares
|
$466
0.0% of portfolio
|
Q4 2024
Reduced 74.29%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
45
shares
|
$466
0.0% of portfolio
|
Q4 2024
Reduced 82.56%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
45
shares
|
$466
0.0% of portfolio
|
Q4 2024
Added 1400.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
44
shares
|
$456
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
44
shares
|
$456
0.0% of portfolio
|
Q3 2023
Reduced 70.07%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
42
shares
|
$435
0.0% of portfolio
|
Q1 2024
Reduced 55.32%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
41
shares
|
$425
0.0% of portfolio
|
Q3 2024
Reduced 25.45%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
41
shares
|
$425
0.0% of portfolio
|
Q2 2024
Reduced 90.77%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
40
shares
|
$414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
35
shares
|
$362
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
32
shares
|
$331
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
31
shares
|
$321
0.0% of portfolio
|
Q4 2024
Reduced 56.34%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
28
shares
|
$290
0.0% of portfolio
|
Q2 2024
Reduced 80.95%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
25
shares
|
$259
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
24
shares
|
$248
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
24
shares
|
$248
0.0% of portfolio
|
Q4 2024
New holding
|