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 |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
18,646
shares
|
$209,208
0.02% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
18,414
shares
|
$206,605
0.0% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
18,335
shares
|
$205,718
0.02% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
18,132
shares
|
$203,441
0.03% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
18,017
shares
|
$202,150
0.03% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
17,969
shares
|
$201,612
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
17,914
shares
|
$200,995
0.01% of portfolio
|
Q3 2022
Reduced 8.37%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
17,851
shares
|
$200,288
0.01% of portfolio
|
Q3 2024
Added 260.55%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
17,737
shares
|
$199,009
0.01% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
17,671
shares
|
$198,268
0.05% of portfolio
|
Q3 2022
Reduced 30.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
17,582
shares
|
$197,270
0.0% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
17,580
shares
|
$197,247
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
17,555
shares
|
$196,967
0.0% of portfolio
|
Q1 2025
Added 239.88%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
17,420
shares
|
$195,452
0.33% of portfolio
|
Q3 2023
Added 23.3%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
17,311
shares
|
$194,229
0.09% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
17,192
shares
|
$192,894
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
17,140
shares
|
$192,310
0.03% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
17,117
shares
|
$192,052
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
17,069
shares
|
$191,514
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
17,039
shares
|
$191,177
0.03% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
17,000
shares
|
$190,740
0.12% of portfolio
|
Q4 2024
Reduced 20.93%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
16,881
shares
|
$189,404
0.0% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,535
shares
|
$185,522
0.0% of portfolio
|
Q3 2023
Reduced 4.37%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
16,437
shares
|
$184,423
0.04% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
16,207
shares
|
$181,842
0.01% of portfolio
|
Q1 2025
Added 54.21%
|