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 1,377 institutions that hold shares in the stock, with a total of 1.49 Billion shares, which have been reported (via 13F filing form) to have a value of $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$1,146
0.0% of portfolio
|
Q4 2024
Reduced 79.47%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
100
shares
|
$1,146
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
100
shares
|
$1,146
0.0% of portfolio
|
Q2 2024
Added 38.89%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
96
shares
|
$1,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
94
shares
|
$1,077
0.0% of portfolio
|
Q3 2024
Added 30.56%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
93
shares
|
$1,065
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
93
shares
|
$1,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
91
shares
|
$1,042
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
90
shares
|
$1,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
87
shares
|
$997
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
87
shares
|
$997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
85
shares
|
$974
0.0% of portfolio
|
Q4 2023
Reduced 89.51%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
83
shares
|
$951
0.0% of portfolio
|
Q4 2024
Reduced 32.52%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
81
shares
|
$928
0.0% of portfolio
|
Q2 2024
Reduced 53.71%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
79
shares
|
$905
0.0% of portfolio
|
Q1 2024
Reduced 37.8%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
76
shares
|
$870
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
75
shares
|
$859
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
74
shares
|
$848
0.0% of portfolio
|
Q3 2023
Reduced 99.28%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
72
shares
|
$825
0.0% of portfolio
|
Q4 2024
Added 105.71%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
72
shares
|
$825
0.0% of portfolio
|
Q1 2024
Reduced 73.53%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
72
shares
|
$825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
71
shares
|
$813
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
70
shares
|
$802
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
67
shares
|
$767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
64
shares
|
$733
0.0% of portfolio
|
Q4 2024
New holding
|