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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,590
shares
|
$17,839
0.0% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,575
shares
|
$17,671
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,565
shares
|
$17,559
0.01% of portfolio
|
Q1 2025
Added 43.84%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,565
shares
|
$17,559
0.01% of portfolio
|
Q1 2025
Reduced 35.89%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
1,563
shares
|
$17,536
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,561
shares
|
$17,514
0.01% of portfolio
|
Q3 2024
Added 18.98%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,528
shares
|
$17,144
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,519
shares
|
$17,043
0.02% of portfolio
|
Q4 2023
Reduced 20.55%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,517
shares
|
$17,020
0.0% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,517
shares
|
$17,020
0.01% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,497
shares
|
$16,796
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
1,481
shares
|
$16,616
0.0% of portfolio
|
Q1 2025
Reduced 97.37%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
1,469
shares
|
$16,482
0.0% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,460
shares
|
$16,381
0.0% of portfolio
|
Q1 2025
Reduced 95.77%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,447
shares
|
$16,235
0.01% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,391
shares
|
$15,607
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,275
shares
|
$14,305
0.0% of portfolio
|
Q1 2025
Added 69.77%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,266
shares
|
$14,204
0.0% of portfolio
|
Q1 2025
Added 131.44%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,253
shares
|
$14,058
0.0% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,223
shares
|
$13,722
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
1,220
shares
|
$13,688
0.0% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,217
shares
|
$13,654
0.0% of portfolio
|
Q1 2023
Reduced 23.65%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
1,207
shares
|
$13,542
0.01% of portfolio
|
Q2 2024
Reduced 6.94%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,204
shares
|
$13,508
0.01% of portfolio
|
Q1 2025
Reduced 63.09%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,203
shares
|
$13,497
0.0% of portfolio
|
Q1 2025
Reduced 4.14%
|