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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,293
shares
|
$36,947
0.0% of portfolio
|
Q4 2022
Reduced 32.7%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,283
shares
|
$36,835
0.01% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
3,183
shares
|
$35,713
0.01% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
3,154
shares
|
$35,387
0.02% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
3,031
shares
|
$34,007
0.01% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,011
shares
|
$33,783
0.0% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
3,000
shares
|
$33,660
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
2,950
shares
|
$33,099
0.0% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,924
shares
|
$32,807
0.0% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,899
shares
|
$32,526
0.01% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,872
shares
|
$32,223
0.0% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,788
shares
|
$31,281
0.0% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,785
shares
|
$31,247
0.01% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
2,779
shares
|
$31,180
0.0% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
2,775
shares
|
$31,135
0.01% of portfolio
|
Q4 2024
Added 258.06%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,724
shares
|
$30,563
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
2,719
shares
|
$30,507
0.0% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,708
shares
|
$30,383
0.0% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
2,695
shares
|
$30,237
0.02% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
2,674
shares
|
$30,002
0.01% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
2,597
shares
|
$29,138
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
2,578
shares
|
$28,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,575
shares
|
$28,891
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2,574
shares
|
$28,880
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,563
shares
|
$28,756
0.0% of portfolio
|
Q1 2025
Reduced 21.02%
|