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 1,390 institutions that hold shares in the stock, with a total of 1.74 Billion shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
18,326
shares
|
$224,676
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
18,209
shares
|
$223,242
0.09% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
18,132
shares
|
$222,298
0.01% of portfolio
|
Q2 2025
Reduced 57.07%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
18,031
shares
|
$221,060
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
18,017
shares
|
$220,888
0.06% of portfolio
|
Q2 2025
Added 42.31%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
17,990
shares
|
$220,557
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
17,971
shares
|
$220,324
0.0% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
17,944
shares
|
$219,993
0.04% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
17,914
shares
|
$219,625
0.01% of portfolio
|
Q3 2022
Reduced 8.37%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
17,851
shares
|
$218,853
0.01% of portfolio
|
Q3 2024
Added 260.55%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
17,737
shares
|
$217,455
0.01% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
17,671
shares
|
$216,646
0.05% of portfolio
|
Q3 2022
Reduced 30.49%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
17,654
shares
|
$216,438
0.0% of portfolio
|
Q2 2025
Reduced 35.02%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
17,635
shares
|
$216,205
0.01% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
17,580
shares
|
$215,530
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
17,549
shares
|
$215,150
0.01% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
17,532
shares
|
$214,942
0.01% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
17,420
shares
|
$213,569
0.33% of portfolio
|
Q3 2023
Added 23.3%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
17,192
shares
|
$210,773
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
17,027
shares
|
$208,751
0.03% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
17,010
shares
|
$208,542
0.03% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Aug 05, 2025 Q2 2025 |
16,986
shares
|
$208,248
0.16% of portfolio
|
Q2 2025
Added 57.72%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
16,924
shares
|
$207,488
0.04% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,535
shares
|
$202,719
0.0% of portfolio
|
Q3 2023
Reduced 4.37%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
16,518
shares
|
$202,510
0.0% of portfolio
|
Q2 2025
Added 4.12%
|