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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,360
shares
|
$41,193
0.0% of portfolio
|
Q2 2025
Reduced 44.95%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,336
shares
|
$40,899
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
3,334
shares
|
$40,874
0.06% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
3,333
shares
|
$40,862
0.01% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,306
shares
|
$40,531
0.03% of portfolio
|
Q4 2024
Reduced 38.56%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,293
shares
|
$40,372
0.0% of portfolio
|
Q4 2022
Reduced 32.7%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,283
shares
|
$40,249
0.01% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
3,156
shares
|
$38,692
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,129
shares
|
$38,361
0.01% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
3,031
shares
|
$37,160
0.01% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$36,780
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
2,986
shares
|
$36,608
0.0% of portfolio
|
Q2 2025
Reduced 77.13%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
2,948
shares
|
$36,142
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,872
shares
|
$35,210
0.0% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
2,824
shares
|
$34,622
0.02% of portfolio
|
Q2 2025
Reduced 32.67%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
2,761
shares
|
$33,849
0.01% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,724
shares
|
$33,396
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,719
shares
|
$33,334
0.0% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
2,674
shares
|
$32,783
0.01% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
2,647
shares
|
$32,452
0.02% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,563
shares
|
$31,422
0.0% of portfolio
|
Q1 2025
Reduced 21.02%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,545
shares
|
$31,201
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
2,545
shares
|
$31,201
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2,545
shares
|
$31,201
0.01% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,539
shares
|
$31,128
0.0% of portfolio
|
Q2 2025
Reduced 6.24%
|