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 |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
18,940
shares
|
$206,067
0.02% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
18,914
shares
|
$205,784
0.02% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Gagnon Securities LLC
|
Nov 12, 2024 Q3 2024 |
18,783
shares
|
$204,359
0.03% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
18,626
shares
|
$202,650
0.02% of portfolio
|
Q3 2024
Added 32.03%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
18,519
shares
|
$201,486
0.01% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
18,412
shares
|
$200,322
0.07% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
18,283
shares
|
$198,919
0.0% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
18,142
shares
|
$197,384
0.0% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
18,058
shares
|
$196,471
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
18,034
shares
|
$196,209
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
17,946
shares
|
$195,252
0.03% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
17,937
shares
|
$195,154
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
17,914
shares
|
$194,904
0.01% of portfolio
|
Q3 2022
Reduced 8.37%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
17,909
shares
|
$194,849
0.0% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
17,851
shares
|
$194,218
0.01% of portfolio
|
Q3 2024
Added 260.55%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
17,779
shares
|
$193,435
0.01% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
17,671
shares
|
$192,260
0.05% of portfolio
|
Q3 2022
Reduced 30.49%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
17,565
shares
|
$191,107
0.01% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
17,500
shares
|
$190,400
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
17,493
shares
|
$190,323
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
17,448
shares
|
$189,834
0.04% of portfolio
|
Q3 2024
Reduced 21.25%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
17,420
shares
|
$189,529
0.33% of portfolio
|
Q3 2023
Added 23.3%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
17,265
shares
|
$187,843
0.08% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
17,192
shares
|
$187,048
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,050
shares
|
$185,504
0.04% of portfolio
|
Q3 2024
Reduced 5.54%
|