Institutional Ownership Warner Music Group Corp. (WMG)
This table provides information about the institutional ownership of Warner Music Group Corp. (WMG). We have compiled data on the 289 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $4.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
41
shares
|
$1,361
0.0% of portfolio
|
Q2 2025
Reduced 25.45%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
39
shares
|
$1,295
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
37
shares
|
$1,228
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
36
shares
|
$1,195
0.0% of portfolio
|
Q2 2025
Reduced 47.83%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
31
shares
|
$1,029
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
30
shares
|
$996
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
29
shares
|
$963
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
19
shares
|
$630
0.0% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
10
shares
|
$332
0.0% of portfolio
|
Q2 2025
Reduced 47.37%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
9
shares
|
$298
0.0% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
7
shares
|
$232
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
6
shares
|
$199
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6
shares
|
$199
0.0% of portfolio
|
Q1 2025
Reduced 86.67%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
4
shares
|
$132
0.0% of portfolio
|
Q2 2025
Reduced 73.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
4
shares
|
$132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$99
0.0% of portfolio
|
Q2 2025
Reduced 85.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3
shares
|
$99
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$66
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|