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 |
---|---|---|---|---|---|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
2,445
shares
|
$29,975
0.0% of portfolio
|
Q1 2025
Added 2.3%
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,443
shares
|
$29,951
0.01% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
2,399
shares
|
$29,411
0.01% of portfolio
|
Q2 2025
Added 3.63%
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
2,370
shares
|
$29,056
0.01% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
2,322
shares
|
$28,467
0.01% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,298
shares
|
$28,173
0.0% of portfolio
|
Q2 2025
Reduced 32.05%
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
2,290
shares
|
$28,075
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,263
shares
|
$27,744
0.0% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,262
shares
|
$27,732
0.0% of portfolio
|
Q2 2025
Added 11.98%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,259
shares
|
$27,695
0.0% of portfolio
|
Q4 2022
Reduced 14.53%
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,245
shares
|
$27,523
0.02% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,239
shares
|
$27,450
0.0% of portfolio
|
Q2 2025
Added 11.84%
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,199
shares
|
$26,959
0.0% of portfolio
|
Q2 2025
Reduced 39.4%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,182
shares
|
$26,751
0.0% of portfolio
|
Q2 2023
Added 16.81%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
2,115
shares
|
$25,929
0.01% of portfolio
|
Q2 2025
Added 6.6%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,111
shares
|
$25,880
0.01% of portfolio
|
Q2 2025
New holding
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,093
shares
|
$25,660
0.01% of portfolio
|
Q2 2025
Added 12.89%
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
2,085
shares
|
$25,562
0.0% of portfolio
|
Q1 2025
Reduced 25.4%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
2,065
shares
|
$25,316
0.0% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
2,064
shares
|
$25,304
0.0% of portfolio
|
Q2 2025
Added 1.93%
|
|
Nine Masts Capital LTD
|
Aug 13, 2025 Q2 2025 |
2,062
shares
|
$25,280
0.0% of portfolio
|
Q2 2025
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
2,049
shares
|
$25,120
0.0% of portfolio
|
Q2 2025
Added 28.87%
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
2,031
shares
|
$24,900
0.13% of portfolio
|
Q2 2025
New holding
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2,030
shares
|
$24,887
0.0% of portfolio
|
Q2 2025
New holding
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,020
shares
|
$24,765
0.0% of portfolio
|
Q2 2025
Reduced 2.51%
|