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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
14,496
shares
|
$162,645
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
14,396
shares
|
$161,523
0.01% of portfolio
|
Q1 2025
Added 26.64%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
14,329
shares
|
$160,771
0.0% of portfolio
|
Q2 2025
Reduced 35.28%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
14,317
shares
|
$160,636
0.01% of portfolio
|
Q1 2025
Reduced 45.18%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
14,311
shares
|
$160,569
0.05% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
14,271
shares
|
$160,120
0.01% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
14,231
shares
|
$159,671
0.02% of portfolio
|
Q3 2022
Added 71.19%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
14,200
shares
|
$159,324
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
14,187
shares
|
$159,178
0.01% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
14,162
shares
|
$158,897
0.04% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
14,090
shares
|
$158,089
0.01% of portfolio
|
Q1 2025
Added 21.76%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
13,908
shares
|
$156,047
0.01% of portfolio
|
Q1 2025
Added 28.46%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
13,845
shares
|
$155,340
0.02% of portfolio
|
Q4 2023
Added 7.38%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
13,760
shares
|
$154,387
0.04% of portfolio
|
Q1 2024
Reduced 60.41%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
13,683
shares
|
$153,523
0.0% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
13,651
shares
|
$153,164
0.06% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
13,650
shares
|
$153,153
0.0% of portfolio
|
Q1 2025
Added 17.36%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
13,597
shares
|
$152,558
0.01% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
13,527
shares
|
$151,772
0.0% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
13,408
shares
|
$150,437
0.01% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
13,369
shares
|
$150,000
0.01% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
13,329
shares
|
$149,551
0.06% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Albert D Mason Inc
|
Apr 16, 2025 Q1 2025 |
13,291
shares
|
$149,125
0.12% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,286
shares
|
$149,068
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
13,228
shares
|
$148,418
0.02% of portfolio
|
Q4 2023
Added 1.51%
|