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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,565
shares
|
$19,186
0.01% of portfolio
|
Q1 2025
Added 43.84%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,561
shares
|
$19,137
0.01% of portfolio
|
Q3 2024
Added 18.98%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,546
shares
|
$18,953
0.0% of portfolio
|
Q2 2025
Reduced 56.43%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,545
shares
|
$18,941
0.01% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,543
shares
|
$18,917
0.0% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,528
shares
|
$18,733
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
1,525
shares
|
$18,696
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,519
shares
|
$18,622
0.02% of portfolio
|
Q4 2023
Reduced 20.55%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,517
shares
|
$18,598
0.0% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,517
shares
|
$18,598
0.01% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,505
shares
|
$18,451
0.0% of portfolio
|
Q2 2025
Added 20.11%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
1,497
shares
|
$18,353
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
1,481
shares
|
$18,157
0.0% of portfolio
|
Q1 2025
Reduced 97.37%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,466
shares
|
$17,973
0.0% of portfolio
|
Q2 2025
Reduced 57.52%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,441
shares
|
$17,666
0.0% of portfolio
|
Q2 2025
Reduced 35.12%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,439
shares
|
$17,642
0.01% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,430
shares
|
$17,531
0.0% of portfolio
|
Q2 2025
Reduced 37.34%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,426
shares
|
$17,482
0.0% of portfolio
|
Q2 2025
Reduced 28.7%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,391
shares
|
$17,053
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,366
shares
|
$16,747
0.0% of portfolio
|
Q2 2025
Added 54.35%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
1,305
shares
|
$15,999
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,279
shares
|
$15,680
0.0% of portfolio
|
Q2 2025
Reduced 82.07%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,273
shares
|
$15,606
0.0% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,230
shares
|
$15,079
0.0% of portfolio
|
Q2 2025
Added 98.39%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,223
shares
|
$14,993
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|