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 |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
666
shares
|
$8,165
0.0% of portfolio
|
Q2 2025
Reduced 41.32%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
662
shares
|
$8,116
0.0% of portfolio
|
Q1 2024
Added 11.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
660
shares
|
$8,091
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
657
shares
|
$8,054
0.0% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
654
shares
|
$8,018
0.0% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
650
shares
|
$7,969
0.01% of portfolio
|
Q3 2022
Reduced 53.67%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
632
shares
|
$7,748
0.0% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
615
shares
|
$7,539
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
597
shares
|
$7,319
0.0% of portfolio
|
Q2 2024
Reduced 9.13%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
586
shares
|
$7,184
0.0% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
584
shares
|
$7,159
0.0% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
583
shares
|
$7,147
0.0% of portfolio
|
Q2 2025
Added 114.34%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
572
shares
|
$7,012
0.0% of portfolio
|
Q2 2025
Added 294.48%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
567
shares
|
$6,951
0.0% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
567
shares
|
$6,951
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
564
shares
|
$6,914
0.0% of portfolio
|
Q3 2024
Reduced 48.91%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
559
shares
|
$6,853
0.0% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
557
shares
|
$6,828
0.0% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
555
shares
|
$6,804
0.0% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
536
shares
|
$6,571
0.0% of portfolio
|
Q2 2025
Added 230.86%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
533
shares
|
$6,534
0.0% of portfolio
|
Q2 2025
Reduced 36.01%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
532
shares
|
$6,522
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
518
shares
|
$6,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
509
shares
|
$6,240
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
505
shares
|
$6,191
0.0% of portfolio
|
Q1 2024
Reduced 21.71%
|