Warner Bros. Discovery (WBD) Institutional Ownership

$8.47
+0.07 (+0.83%)
(As of 04/22/2024 ET)

Institutional Ownership Changes (13F Filings) for Warner Bros. Discovery (NASDAQ:WBD)

Current
Institutional Ownership
Percentage
59.95%
Number of
Institutional Buyers
(last 12 months)
580
Total
Institutional Inflows
(last 12 months)
$2.14B
Number of
Institutional Sellers
(last 12 months)
530
Total
Institutional Outflows
(last 12 months)
$1.55B
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WBD Institutional Buying and Selling by Quarter

Warner Bros. Discovery Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Raymond James Financial Services Advisors Inc.479,189$4.18M0.0%-4.5%0.020%
4/22/2024Nicholas Hoffman & Company LLC.18,338$160K0.0%-29.9%0.001%
4/22/2024Founders Capital Management LLC74,932$654K0.1%-1.9%0.003%
4/22/2024PFG Investments LLC95,676$835K0.1%+833.9%0.004%
4/22/2024Raymond James & Associates1,462,368$12.77M0.0%-12.7%0.060%
4/19/2024First Trust Direct Indexing L.P.31,665$276K0.0%-8.0%0.001%
4/19/2024Norden Group LLC103,065$900K0.0%N/A0.004%
4/19/2024Bourgeon Capital Management LLC176,502$1.54M0.3%+358.4%0.007%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.4,868,663$42.50M0.0%+0.4%0.200%
4/18/2024Farmers & Merchants Investments Inc.13,956$122K0.0%-13.7%0.001%
4/18/2024Allspring Global Investments Holdings LLC107,510$939K0.0%-2.2%0.004%
4/18/2024Hexagon Capital Partners LLC7,767$68K0.0%-20.3%0.000%
4/18/2024Harbor Island Capital LLC691,308$6.04M2.8%-7.4%0.028%
4/18/2024Miracle Mile Advisors LLC32,912$287K0.0%+27.4%0.001%
4/18/2024Hi Line Capital Management LLC654,602$5.72M2.0%-0.4%0.027%
4/18/2024Citizens Business Bank261,082$2.28M0.5%-1.9%0.011%
4/18/2024Blue Zone Wealth Advisors LLC153,701$1.34M0.5%+1.7%0.006%
4/16/2024Addenda Capital Inc.349,990$3.06M0.1%-6.0%0.014%
4/16/2024Sendero Wealth Management LLC347,782$3.04M0.5%+62.0%0.014%
4/16/2024Congress Park Capital LLC49,813$435K0.2%-30.0%0.002%
4/16/2024180 Wealth Advisors LLC57,521$502K0.1%+86.2%0.002%
4/16/2024Wealth Enhancement Advisory Services LLC157,491$1.38M0.0%-28.9%0.006%
4/15/2024Future Financial Wealth Managment LLC3,739$33K0.0%N/A0.000%
4/15/2024Brookstone Capital Management28,466$249K0.0%+6.2%0.001%
4/15/2024Sunbelt Securities Inc.17,713$155K0.0%-13.3%0.001%
4/15/2024Chemistry Wealth Management LLC30,214$264K0.1%+9.3%0.001%
4/15/2024Kingswood Wealth Advisors LLC14,107$123K0.0%N/A0.001%
4/15/2024Sound Income Strategies LLC149,403$1.30M0.1%+10.0%0.006%
4/15/2024Diversified Investment Strategies LLC439,590$3.84M2.6%-8.4%0.018%
4/15/2024Thompson Investment Management Inc.1,118,931$9.77M1.5%+23.5%0.046%
4/13/2024 First Financial Corp IN3,387$30K0.0%+577.4%0.000%
4/13/2024 Parkside Investments LLC516,725$4.51M0.7%-5.8%0.021%
4/13/2024 Community Bank of Raymore26,888$235K0.1%-40.3%0.001%
4/13/2024 Legacy Wealth Management Inc22,643$198K0.0%N/A0.001%
4/12/2024 Triad Investment Management232,876$2.03M2.5%+22.6%0.010%
4/12/2024 Factory Mutual Insurance Co.1,831,406$15.99M0.2%-3.3%0.075%
4/12/2024 Nepsis Inc.1,196,614$10.45M2.8%+13.6%0.049%
4/12/2024 Global Assets Advisory LLC20,797$182K0.0%N/A0.001%
4/12/2024 Northwest Investment Counselors LLC8,208$72K0.0%N/A0.000%
4/12/2024 Murphy Pohlad Asset Management LLC90,338$789K0.3%-14.7%0.004%
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4/11/2024 Salem Investment Counselors Inc.43,168$377K0.0%+11.1%0.002%
4/11/2024 International Assets Investment Management LLC26,526$233K0.0%-4.4%0.001%
4/11/2024 O Keefe Stevens Advisory Inc.759,435$6.63M2.2%+1.2%0.031%
4/11/2024 Douglas Lane & Associates LLC1,156,883$10.10M0.1%+5.7%0.047%
4/10/2024 Park Avenue Securities LLC40,111$350K0.0%+14.9%0.002%
4/10/2024 American National Bank7,503$66K0.0%+41.6%0.000%
4/10/2024 Keystone Financial Planning Inc.67,175$586K0.2%-1.9%0.003%
4/10/2024 Polianta Ltd124,400$1.09M0.5%+46.9%0.005%
4/10/2024 Czech National Bank390,452$3.41M0.0%+0.5%0.016%
4/10/2024 ACT Wealth Management LLC29,905$261K0.1%+78.8%0.001%
4/8/2024 Beese Fulmer Investment Management Inc.41,158$359K0.0%-25.0%0.002%
4/5/2024 First Hawaiian Bank55,117$481K0.0%-23.7%0.002%
4/5/2024 Los Angeles Capital Management LLC168,542$1.47M0.0%-58.4%0.007%
4/4/2024 Moody National Bank Trust Division24,667$215K0.0%-5.0%0.001%
4/3/2024 Timber Creek Capital Management LLC298,994$2.61M0.8%+5.1%0.012%
4/2/2024 M&R Capital Management Inc.4,380$38K0.0%-96.3%0.000%
3/27/2024Nomura Holdings Inc.167,574$1.91M0.0%+910.3%0.007%
3/26/2024HighPoint Advisor Group LLC71,927$819K0.1%N/A0.003%
3/22/2024PNC Financial Services Group Inc.559,169$6.36M0.0%-11.2%0.023%
3/18/2024CoreFirst Bank & Trust2,409$27K0.0%-63.0%0.000%
3/15/2024B. Riley Wealth Advisors Inc.87,746$999K0.0%-10.8%0.004%
3/11/2024Vanguard Group Inc.246,257,460$2.80B0.1%0.0%10.094%
3/8/2024Trust Co. of Vermont67,739$771K0.1%-11.7%0.003%
3/6/2024SageView Advisory Group LLC11,370$129K0.0%N/A0.000%
3/5/2024Fisher Asset Management LLC1,837,483$20.91M0.0%+11.2%0.075%
3/4/2024Fortis Group Advisors LLC4,301$49K0.0%+83.3%0.000%
3/1/2024Royal London Asset Management Ltd.884,252$10.06M0.0%+5.5%0.036%
2/29/2024Scarborough Advisors LLC5,856$67K0.0%N/A0.000%
2/29/2024Quintet Private Bank Europe S.A.259,742$2.96M0.2%+20.3%0.011%
2/28/2024American International Group Inc.832,552$9.47M0.0%-0.2%0.034%
2/28/2024University of Texas Texas AM Investment Managment Co.2,867$33K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC17,924$204K0.0%-40.0%0.001%
2/27/2024Lazari Capital Management Inc.14,547$166K0.1%-13.4%0.001%
2/26/2024Integrated Advisors Network LLC17,314$197K0.0%-15.3%0.001%
2/26/2024Virtu Financial LLC95,924$1.09M0.1%+9.7%0.004%
2/26/2024Teachers Retirement System of The State of Kentucky190,494$2.17M0.0%-4.3%0.008%
2/23/2024Chicago Partners Investment Group LLC14,857$155K0.0%-7.9%0.001%
2/23/2024Beacon Financial Group13,696$156K0.0%N/A0.001%
2/22/2024Auxier Asset Management191,789$2.18M0.4%+2.7%0.008%
2/21/2024WNY Asset Management LLC48,637$553K0.1%+3.8%0.002%
2/20/2024Pacific Center for Financial Services9,450$108K0.0%-21.9%0.000%
2/20/2024Readystate Asset Management LP836,893$9.52M0.3%+28.2%0.034%
2/15/2024West Tower Group LLC172,766$1.97M4.0%+3.6%0.007%
2/15/2024Parkwood LLC822,515$9.36M0.9%+39.9%0.034%
2/15/2024Gamco Investors INC. ET AL3,168,378$36.06M0.4%+5.9%0.130%
2/15/2024Guardian Wealth Management Inc.39,905$454K0.4%-31.7%0.002%
2/15/2024Boyar Asset Management Inc.123,180$1.40M1.1%-8.3%0.005%
2/15/2024Caas Capital Management LP50,100$570K0.1%N/A0.002%
2/14/2024Mango Investments LLC951,361$10.83M6.8%N/A0.039%
2/14/2024Coastwise Capital Group LLC11,110$126K0.1%-9.7%0.000%
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2/14/2024Credit Capital Investments LLC377,713$4.30M6.0%-13.5%0.015%
2/14/2024Washington Trust Bank12,211$139K0.0%-14.1%0.001%
2/14/2024Hotchkis & Wiley Capital Management LLC20,882,868$237.65M0.8%-2.8%0.856%
2/14/2024Advanced Portfolio Management LLC45,186$514K0.5%N/A0.002%
2/14/2024Invenomic Capital Management LP1,723,094$19.61M0.9%-40.1%0.071%
2/14/2024KPP Advisory Services LLC10,118$115K0.1%-13.0%0.000%
2/14/2024Elo Mutual Pension Insurance Co202,923$2.31M0.1%+5.0%0.008%
2/14/2024Personal CFO Solutions LLC25,126$286K0.0%+4.6%0.001%
2/14/2024Wittenberg Investment Management Inc.560,128$6.37M2.2%-10.5%0.023%
2/14/2024Cladis Investment Advisory LLC46,461$529K0.5%-7.6%0.002%
(Data available from 1/1/2016 forward)

WBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WBD shares?

During the previous two years, 1,207 institutional investors and hedge funds held shares of Warner Bros. Discovery. The most heavily invested institutionals were Aspire Private Capital LLC ($40.85B), Quilter Plc ($3.84B), Vanguard Group Inc. ($2.80B), BlackRock Inc. ($1.95B), State Street Corp ($1.48B), Newport Trust Co ($615.08M), and Geode Capital Management LLC ($608.53M).Learn more on WBD's institutional investors.

What percentage of Warner Bros. Discovery stock is owned by institutional investors?

59.95% of Warner Bros. Discovery stock is owned by institutional investors. Learn more on WBD's institutional investor holdings.

Which institutional investors have been buying Warner Bros. Discovery stock?

Of the 1,105 institutional investors that purchased Warner Bros. Discovery stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($176.24M), BlackRock Inc. ($162.02M), State Street Corp ($113.99M), Newport Trust Co ($51.21M), Bank of New York Mellon Corp ($31.89M), Baupost Group LLC MA ($29M), and The Manufacturers Life Insurance Company ($25.82M).

How much institutional buying is happening at Warner Bros. Discovery?

Institutional investors have bought a total of 1,067,729,544 shares in the last 24 months. This purchase volume represents approximately $12.35B in transactions.

Which Warner Bros. Discovery major shareholders have been selling company stock?

Of the 655 institutional investors that sold Warner Bros. Discovery stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Newport Trust Co ($10.47M), Hotchkis & Wiley Capital Management LLC ($10.16M), BlackRock Inc. ($8.47M), Baupost Group LLC MA ($5.76M), Brahman Capital Corp. ($5.16M), State of Michigan Retirement System ($5.07M), and LSV Asset Management ($4.25M).

How much institutional selling is happening at Warner Bros. Discovery?

Institutional investors have sold a total of 157,617,282 shares in the last 24 months. This volume of shares sold represents approximately $1.94B in transactions.


This page (NASDAQ:WBD) was last updated on 4/23/2024 by MarketBeat.com Staff

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