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 |
---|---|---|---|---|---|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
74
shares
|
$836
0.0% of portfolio
|
Q1 2025
New holding
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
73
shares
|
$824
0.0% of portfolio
|
Q1 2025
New holding
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
72
shares
|
$813
0.0% of portfolio
|
Q4 2024
Added 105.71%
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
72
shares
|
$813
0.0% of portfolio
|
Q1 2025
New holding
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
72
shares
|
$813
0.0% of portfolio
|
Q1 2024
Reduced 73.53%
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
72
shares
|
$813
0.0% of portfolio
|
Q4 2024
New holding
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
71
shares
|
$802
0.0% of portfolio
|
Q2 2022
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
70
shares
|
$791
0.0% of portfolio
|
Q4 2022
New holding
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
64
shares
|
$723
0.0% of portfolio
|
Q1 2025
Added 106.45%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
64
shares
|
$723
0.0% of portfolio
|
Q1 2025
New holding
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
63
shares
|
$711
0.0% of portfolio
|
Q4 2024
New holding
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
60
shares
|
$678
0.0% of portfolio
|
Q1 2025
New holding
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
59
shares
|
$666
0.0% of portfolio
|
Q4 2024
Reduced 34.44%
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
59
shares
|
$666
0.0% of portfolio
|
Q3 2024
Reduced 35.87%
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
58
shares
|
$655
0.0% of portfolio
|
Q1 2025
Added 1833.33%
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
54
shares
|
$610
0.0% of portfolio
|
Q4 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
54
shares
|
$610
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
52
shares
|
$587
0.0% of portfolio
|
Q2 2024
Reduced 100.0%
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
52
shares
|
$587
0.0% of portfolio
|
Q3 2024
New holding
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
51
shares
|
$576
0.0% of portfolio
|
Q1 2025
New holding
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
50
shares
|
$565
0.0% of portfolio
|
Q1 2025
Reduced 90.69%
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
50
shares
|
$565
0.0% of portfolio
|
Q1 2025
Added 212.5%
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
45
shares
|
$508
0.0% of portfolio
|
Q4 2024
Reduced 74.29%
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
44
shares
|
$497
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
44
shares
|
$497
0.0% of portfolio
|
Q1 2025
Reduced 2.22%
|