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 |
|---|---|---|---|---|---|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
14,510
shares
|
$177,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
14,492
shares
|
$177,671
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
14,329
shares
|
$175,673
0.0% of portfolio
|
Q2 2025
Reduced 35.28%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,290
shares
|
$175,195
0.01% of portfolio
|
Q2 2025
Reduced 73.7%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
14,288
shares
|
$175,170
0.05% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
14,269
shares
|
$174,937
0.0% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
14,231
shares
|
$174,472
0.02% of portfolio
|
Q3 2022
Added 71.19%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
14,213
shares
|
$174,251
0.02% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
14,200
shares
|
$174,092
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
14,187
shares
|
$173,932
0.01% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
14,179
shares
|
$173,834
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
14,039
shares
|
$172,118
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
14,017
shares
|
$171,848
0.02% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
13,845
shares
|
$169,739
0.02% of portfolio
|
Q4 2023
Added 7.38%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
13,841
shares
|
$169,690
0.03% of portfolio
|
Q2 2025
Reduced 37.92%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
13,788
shares
|
$169,040
0.01% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
13,782
shares
|
$168,967
0.01% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
13,760
shares
|
$168,697
0.04% of portfolio
|
Q1 2024
Reduced 60.41%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
13,704
shares
|
$168,011
0.0% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
13,704
shares
|
$168,011
0.07% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
13,671
shares
|
$167,606
0.06% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
13,656
shares
|
$167,422
0.0% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
13,651
shares
|
$167,361
0.06% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
13,417
shares
|
$164,492
0.0% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
13,298
shares
|
$163,033
0.01% of portfolio
|
Q2 2025
New holding
|