Warner Bros. Discovery (WBD) Institutional Ownership

$7.80
+0.03 (+0.39%)
(As of 04:28 PM 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)
565
Total
Institutional Inflows
(last 12 months)
$2.11B
Number of
Institutional Sellers
(last 12 months)
519
Total
Institutional Outflows
(last 12 months)
$1.42B
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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
5/8/2024QRG Capital Management Inc.48,872$427K0.0%-10.0%0.002%
5/8/2024Williams Jones Wealth Management LLC.20,456$179K0.0%-17.0%0.001%
5/7/2024WNY Asset Management LLC45,054$393K0.1%-7.4%0.002%
5/7/2024Sei Investments Co.521,613$4.55M0.0%+29.3%0.021%
5/7/2024Concurrent Investment Advisors LLC24,256$212K0.0%-9.8%0.001%
5/7/2024Atomi Financial Group Inc.31,581$276K0.0%+207.9%0.001%
5/7/2024New South Capital Management Inc.4,575,987$39.95M1.7%-2.3%0.188%
5/7/2024Fore Capital LLC49,000$428K0.3%+22.5%0.002%
5/7/2024Cove Street Capital LLC452,800$3.96M1.3%-2.7%0.019%
5/7/2024Swiss National Bank6,937,627$60.57M0.0%-4.2%0.284%
5/7/2024Forsta AP Fonden633,069$5.53M0.0%+46.5%0.026%
5/7/2024Aull & Monroe Investment Management Corp15,439$135K0.1%N/A0.001%
5/7/2024Oppenheimer Asset Management Inc.268,132$2.34M0.0%-3.8%0.011%
5/7/2024Oppenheimer & Co. Inc.380,578$3.32M0.1%+1.0%0.016%
5/7/2024 Wealthspire Advisors LLC19,121$167K0.0%-17.1%0.001%
5/7/2024 Empowered Funds LLC52,891$462K0.0%+124.5%0.002%
5/6/2024 Quantbot Technologies LP52,349$457K0.0%N/A0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.37,713$329K0.0%-9.0%0.002%
5/6/2024 Empirical Finance LLC79,751$696K0.0%+3.5%0.003%
5/6/2024 Staley Capital Advisers Inc.1,272,525$11.11M0.5%+6.7%0.052%
5/6/2024 Bard Financial Services Inc.12,600$110K0.0%-41.7%0.001%
5/6/2024 Advisory Alpha LLC22,084$193K0.0%-8.5%0.001%
5/6/2024 Texas Permanent School Fund Corp458,382$4.00M0.0%+1.3%0.019%
5/6/2024 Biechele Royce Advisors327,117$2.86M0.9%-2.0%0.013%
5/3/2024 Wittenberg Investment Management Inc.898,178$7.84M2.7%+60.4%0.037%
5/3/2024 Coronation Fund Managers Ltd.4,901,506$42.79M1.2%+42.2%0.201%
5/3/2024 Rehmann Capital Advisory Group41,516$362K0.0%+14.5%0.002%
5/3/2024 Chevy Chase Trust Holdings LLC1,233,170$10.77M0.0%-0.9%0.051%
5/3/2024 Wellington Shields Capital Management LLC5,317$46K0.0%+38.9%0.000%
5/3/2024 Wellington Shields & Co. LLC20,120$176K0.1%-18.2%0.001%
5/3/2024 GSA Capital Partners LLP112,172$979K0.1%N/A0.005%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S74,755$653K0.0%-85.3%0.003%
5/3/2024 Lorne Steinberg Wealth Management Inc.227,427$1.99M0.6%+2.2%0.009%
5/3/2024 Central Pacific Bank Trust Division32,059$282K0.0%N/A0.001%
5/3/2024 Whittier Trust Co.6,767$59K0.0%-43.9%0.000%
5/2/2024 Financial Counselors Inc.67,885$593K0.0%-7.7%0.003%
5/2/2024 Mutual of America Capital Management LLC459,678$4.01M0.0%+1.1%0.019%
5/2/2024 Daiwa Securities Group Inc.508,395$4.44M0.0%+16.1%0.021%
5/2/2024 Nordea Investment Management AB165,572$1.45M0.0%-2.8%0.007%
5/2/2024 BNP Paribas7,397$65K0.0%N/A0.000%
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5/2/2024 Tokio Marine Asset Management Co. Ltd.66,843$584K0.0%+8.2%0.003%
5/2/2024 Schulhoff & Co. Inc.10,838$95K0.0%-12.7%0.000%
5/1/2024 1834 Investment Advisors Co.36,665$320K0.0%+16.6%0.002%
5/1/2024 Janney Montgomery Scott LLC157,601$1.38M0.0%-38.4%0.006%
5/1/2024 Mirae Asset Global Investments Co. Ltd.2,173,335$18.97M0.0%-5.4%0.089%
5/1/2024 Retirement Group LLC15,514$135K0.0%-11.5%0.001%
5/1/2024 Sequoia Financial Advisors LLC42,475$371K0.0%-42.7%0.002%
4/30/2024 Private Advisor Group LLC96,882$846K0.0%-9.4%0.004%
4/30/2024 Lodestone Wealth Management LLC25,671$224K0.1%-72.8%0.001%
4/30/2024 North Star Investment Management Corp.4,873$43K0.0%-48.0%0.000%
4/30/2024 Drexel Morgan & Co.4,600,463$40.16M8.3%+97.6%0.189%
4/30/2024 Norden Group LLC103,065$900K0.1%N/A0.004%
4/30/2024 TSP Capital Management Group LLC1,236,248$10.79M3.5%+1.6%0.051%
4/30/2024 HB Wealth Management LLC231,386$2.02M0.0%-3.9%0.009%
4/30/2024 Delta Financial Group Inc.12,610$110K0.0%-33.5%0.001%
4/29/2024Commonwealth Equity Services LLC618,556$5.40M0.0%+1.1%0.025%
4/29/2024 Principal Financial Group Inc.2,538,026$22.16M0.0%+0.9%0.104%
4/29/2024 Onyx Bridge Wealth Group LLC10,578$86K0.0%N/A0.000%
4/29/2024 Diversified Investment Strategies LLC488,090$4.26M2.9%+1.7%0.020%
4/29/2024 Mn Services Vermogensbeheer B.V.936,600$8.18M0.1%N/A0.038%
4/29/2024 Nichols & Pratt Advisers LLP MA46,829$409K0.0%-4.5%0.002%
4/29/2024 China Universal Asset Management Co. Ltd.11,004$96K0.0%+123.1%0.000%
4/29/2024 Baxter Bros Inc.101,505$886K0.1%-52.5%0.004%
4/27/2024 Conning Inc.16,960$148K0.0%+39.4%0.001%
4/26/2024 Pinnacle Associates Ltd.1,169,456$10.21M0.2%+0.8%0.048%
4/26/2024 Securian Asset Management Inc.130,703$1.14M0.0%-7.0%0.005%
4/26/2024 Pavion Blue Capital LLC25,668$224K0.1%+13.2%0.001%
4/26/2024 UMB Bank n.a.20,190$176K0.0%+44.0%0.001%
4/26/2024 Yousif Capital Management LLC308,272$2.69M0.0%-3.0%0.013%
4/26/2024 ZWJ Investment Counsel Inc.466,853$4.08M0.2%+12.0%0.019%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.1,939,113$16.93M1.0%-1.9%0.079%
4/26/2024 Guardian Investment Management63,855$557K0.4%+46.5%0.003%
4/26/2024 Mesirow Financial Investment Management Inc.17,010$148K0.0%N/A0.001%
4/25/2024 Lindbrook Capital LLC6,433$56K0.0%-34.9%0.000%
4/25/2024 New York State Teachers Retirement System2,052,807$17.92M0.0%-1.8%0.084%
4/25/2024 Horrell Capital Management Inc.5,500$48K0.0%N/A0.000%
4/25/2024 Capital Investment Advisory Services LLC10,480$91K0.0%N/A0.000%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 395,638$3.45M0.0%-1.2%0.016%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund442,400$3.86M0.0%+6.8%0.018%
4/25/2024 Valeo Financial Advisors LLC13,455$113K0.0%-26.0%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.330,476$2.89M0.0%-7.6%0.014%
4/24/2024 Verity & Verity LLC59,812$522K0.1%N/A0.002%
4/24/2024 CENTRAL TRUST Co8,185$71K0.0%-18.3%0.000%
4/24/2024 Newbridge Financial Services Group Inc.4,792$42K0.0%+66.9%0.000%
4/24/2024 Pegasus Partners Ltd.68,095$594K0.1%+25.9%0.003%
4/24/2024 Premier Path Wealth Partners LLC133,339$1.16M0.2%+44.6%0.005%
4/24/2024 Hedges Asset Management LLC108,000$943K0.7%+71.4%0.004%
4/24/2024 SOL Capital Management CO249,358$2.18M0.3%+48.0%0.010%
4/24/2024 Simplicity Wealth LLC50,631$442K0.0%N/A0.002%
4/24/2024 Assenagon Asset Management S.A.661,372$5.77M0.0%-17.9%0.027%
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4/23/2024 Bfsg LLC237,594$2.07M0.3%+3.5%0.010%
4/23/2024 Louisiana State Employees Retirement System320,500$2.80M0.1%-2.3%0.013%
4/23/2024 Live Oak Private Wealth LLC419,644$3.66M0.6%+0.6%0.017%
4/23/2024 Amalgamated Bank461,633$4.03M0.0%-20.8%0.019%
4/23/2024 Gradient Investments LLC3,947$34K0.0%-65.6%0.000%
4/23/2024 New Mexico Educational Retirement Board111,832$976K0.0%-3.0%0.005%
4/23/2024 Fifth Third Bancorp49,457$432K0.0%-13.9%0.002%
4/23/2024 Wesbanco Bank Inc.22,893$200K0.0%+14.8%0.001%
4/23/2024 Summit Trail Advisors LLC35,368$309K0.0%+171.9%0.001%
4/23/2024 Regatta Capital Group LLC69,524$607K0.1%+4.5%0.003%
(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, 1,221 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 1,120 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 1,074,671,468 shares in the last 24 months. This purchase volume represents approximately $12.41B in transactions.

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

Of the 661 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 159,577,865 shares in the last 24 months. This volume of shares sold represents approximately $1.96B in transactions.


This page (NASDAQ:WBD) was last updated on 5/8/2024 by MarketBeat.com Staff

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