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 1,297 institutions that hold shares in the stock, with a total of 1.36 Billion shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
61,228
shares
|
$666,160
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
60,747
shares
|
$660,927
0.2% of portfolio
|
Q3 2024
Reduced 70.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
60,373
shares
|
$656,858
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
60,315
shares
|
$656,227
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
60,300
shares
|
$656,064
0.04% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
60,195
shares
|
$654,921
0.01% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
60,071
shares
|
$653,572
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
60,000
shares
|
$652,800
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
59,291
shares
|
$645,086
0.02% of portfolio
|
Q3 2024
Added 149.78%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
59,283
shares
|
$644,999
0.02% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
59,038
shares
|
$642,333
0.35% of portfolio
|
Q3 2024
Reduced 17.54%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
58,927
shares
|
$641,125
0.01% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
58,848
shares
|
$640,266
0.01% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
58,354
shares
|
$634,891
0.01% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
57,860
shares
|
$629,516
0.04% of portfolio
|
Q4 2022
Reduced 26.93%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
57,678
shares
|
$627,536
0.11% of portfolio
|
Q3 2024
Reduced 14.59%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 16, 2024 Q3 2024 |
57,505
shares
|
$625,654
0.26% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
57,500
shares
|
$625,600
0.36% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
57,457
shares
|
$625,132
0.03% of portfolio
|
Q4 2023
Added 106.7%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
57,362
shares
|
$624,098
0.05% of portfolio
|
Q3 2023
Added 173.67%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
57,194
shares
|
$622,270
0.17% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
56,510
shares
|
$614,828
0.75% of portfolio
|
Q3 2022
Reduced 27.58%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
56,354
shares
|
$613,131
0.04% of portfolio
|
Q1 2024
Reduced 12.25%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
56,127
shares
|
$610,661
0.01% of portfolio
|
Q3 2024
Added 34.99%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
55,963
shares
|
$608,877
0.0% of portfolio
|
Q3 2024
Added 2.35%
|