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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,002
shares
|
$22,462
0.0% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,000
shares
|
$22,440
0.0% of portfolio
|
Q1 2025
Added 39.76%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,991
shares
|
$22,339
0.01% of portfolio
|
Q1 2025
Added 1012.29%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1,984
shares
|
$22,260
0.01% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,962
shares
|
$22,013
0.0% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
1,952
shares
|
$21,901
0.0% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,945
shares
|
$21,822
0.0% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,917
shares
|
$21,508
0.0% of portfolio
|
Q1 2025
Added 158.01%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,909
shares
|
$21,418
0.0% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,895
shares
|
$21,261
0.0% of portfolio
|
Q2 2023
Reduced 31.34%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,868
shares
|
$20,958
0.0% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,854
shares
|
$20,801
0.01% of portfolio
|
Q4 2024
Added 32.62%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,842
shares
|
$20,667
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,839
shares
|
$20,633
0.01% of portfolio
|
Q3 2023
Added 7.73%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,829
shares
|
$20,521
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,732
shares
|
$19,433
0.0% of portfolio
|
Q2 2025
Reduced 22.05%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1,732
shares
|
$19,433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,723
shares
|
$19,332
0.02% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,713
shares
|
$19,219
0.01% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,699
shares
|
$19,062
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,651
shares
|
$18,524
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1,632
shares
|
$18,311
0.0% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,604
shares
|
$17,996
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,594
shares
|
$17,884
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,593
shares
|
$17,873
0.0% of portfolio
|
Q1 2025
Reduced 9.44%
|