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 1,381 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 $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
40
shares
|
$448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
40
shares
|
$448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
38
shares
|
$426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
37
shares
|
$415
0.0% of portfolio
|
Q1 2025
Reduced 97.03%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
35
shares
|
$392
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
34
shares
|
$381
0.0% of portfolio
|
Q1 2025
Added 3300.0%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
33
shares
|
$370
0.0% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
33
shares
|
$370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
32
shares
|
$359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
28
shares
|
$314
0.0% of portfolio
|
Q2 2024
Reduced 80.95%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
28
shares
|
$314
0.0% of portfolio
|
Q1 2025
Reduced 89.51%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
25
shares
|
$280
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
24
shares
|
$269
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
24
shares
|
$269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
24
shares
|
$269
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
24
shares
|
$269
0.0% of portfolio
|
Q3 2024
Reduced 22.58%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
24
shares
|
$269
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
22
shares
|
$246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
22
shares
|
$246
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
21
shares
|
$235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
21
shares
|
$235
0.0% of portfolio
|
Q4 2023
Reduced 95.04%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
21
shares
|
$235
0.0% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
20
shares
|
$224
0.0% of portfolio
|
Q1 2025
Reduced 51.22%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
20
shares
|
$224
0.0% of portfolio
|
Q1 2025
Reduced 96.88%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
20
shares
|
$224
0.0% of portfolio
|
Q2 2024
New holding
|