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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,353
shares
|
$134,400
0.0% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
12,269
shares
|
$133,486
0.04% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,262
shares
|
$133,410
0.0% of portfolio
|
Q3 2024
Added 65.26%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
12,239
shares
|
$133,160
0.03% of portfolio
|
Q3 2024
Reduced 94.99%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
12,234
shares
|
$133,105
0.04% of portfolio
|
Q3 2024
Added 21.79%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,219
shares
|
$132,942
0.0% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
12,212
shares
|
$132,866
0.05% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
12,200
shares
|
$132,736
0.0% of portfolio
|
Q3 2024
Reduced 59.39%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
12,125
shares
|
$131,920
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
12,076
shares
|
$131,386
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
12,033
shares
|
$130,919
0.0% of portfolio
|
Q3 2024
Reduced 59.38%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
11,976
shares
|
$130,298
0.0% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
11,944
shares
|
$129,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,851
shares
|
$128,938
0.04% of portfolio
|
Q2 2024
Added 11.36%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
11,756
shares
|
$127,905
0.03% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
11,709
shares
|
$127,393
0.0% of portfolio
|
Q3 2024
Reduced 27.34%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
11,708
shares
|
$127,383
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
11,692
shares
|
$127,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
11,647
shares
|
$126,719
0.06% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
11,647
shares
|
$126,719
0.01% of portfolio
|
Q3 2024
Reduced 99.39%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
11,588
shares
|
$126,077
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
11,584
shares
|
$126,033
0.0% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
11,437
shares
|
$124,434
0.04% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,354
shares
|
$123,531
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
11,352
shares
|
$123,509
0.0% of portfolio
|
Q3 2024
Reduced 2.23%
|