Warner Bros. Discovery, Inc.
WBD- Exchange
- Nasdaq
- Industry
- Cable & Other Pay Television Services
- SEC CIK
- 0001437107
In the last 90 days, Warner Bros. Discovery, Inc. insiders filed 0 open-market purchases and 14 sales; 1,316 institutions reported holding it in 13F filings for Q2 2026, worth $51.9B in total; 5 superinvestors hold it, including Third Point and Harris Associates (Oakmark).
13F holders, Q2 2021
Institutional positions in Warner Bros. Discovery, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 613
- −19 vs. Q1 2021
- Shares held
- 170.7M
- −35.3M (−17.1%) vs. Q1 2021
- Total value
- $5.24B
- −$3.71B (−41.4%) vs. Q1 2021
- New holders
- 120
- 226 more added
- Sold out
- 139
- 182 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WBD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,316 | $51.9B |
| Q1 2026 | 1,315 | $49.8B |
| Q4 2025 | 1,318 | $51.9B |
| Q3 2025 | 1,155 | $33.4B |
| Q2 2025 | 1,160 | $19.9B |
| Q1 2025 | 1,174 | $17.9B |
| Q4 2024 | 1,205 | $16.9B |
| Q3 2024 | 1,151 | $12.3B |
| Q2 2024 | 1,196 | $11.0B |
| Q1 2024 | 1,217 | $12.9B |
| Q4 2023 | 1,262 | $16.6B |
| Q3 2023 | 1,234 | $15.8B |
| Q2 2023 | 1,280 | $18.1B |
| Q1 2023 | 1,275 | $21.0B |
| Q4 2022 | 1,318 | $13.3B |
| Q3 2022 | 1,395 | $15.7B |
| Q2 2022 | 1,484 | $18.3B |
| Q1 2022 | 586 | $4.81B |
| Q4 2021 | 583 | $4.36B |
| Q3 2021 | 587 | $4.33B |
| Q2 2021 | 613 | $5.24B |
| Q1 2021 | 636 | $8.98B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Warner Bros. Discovery, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cranbrook Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| SOA Wealth Advisors, LLC. | 6 | $0 | 0.00% | +3+100.0% | Added |
| Psagot Investment House Ltd. | 14 | $0 | 0.00% | +14 | New |
| Global Retirement Partners, LLC | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $30 | 0.00% | – | New |
| Global Financial Private Client, LLC | 25 | $780 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | −147−83.1% | Reduced |
| Tarbox Family Office, Inc. | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $1.00K | 0.00% | −3−6.7% | Reduced |
| Center for Financial Planning, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 18 | $1.00K | 0.00% | −15−45.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 48 | $1.00K | 0.00% | +48 | New |
| Stonebridge Capital Advisors LLC | 45 | $1.00K | 0.00% | +45 | New |
| MV Capital Management, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Lloyd Advisory Services, LLC. | 23 | $1.00K | 0.00% | +23 | New |
| West Paces Advisors Inc. | 59 | $1.81K | 0.00% | +59 | New |
| Proequities, Inc. | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 61 | $2.00K | 0.00% | −11−15.3% | Reduced |
| Sound Income Strategies, LLC | 50 | $2.00K | 0.00% | −4−7.4% | Reduced |
| West Oak Capital, LLC | 50 | $2.00K | 0.00% | +30+150.0% | Added |
| C M Bidwell & Associates Ltd | 51 | $2.00K | 0.00% | +51 | New |
| Shell Asset Management Co | 101 | $3.00K | 0.00% | −980−90.7% | Reduced |
| TCI Wealth Advisors, Inc. | 99 | $3.00K | 0.00% | −48−32.7% | Reduced |
| Jones Financial Companies LLLP | 113 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 104 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 104 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 118 | $3.00K | 0.00% | +50+73.5% | Added |
| Vigilant Capital Management, LLC | 106 | $3.00K | 0.00% | +106 | New |
| JJJ Advisors Inc. | 105 | $3.00K | 0.00% | +105 | New |
| Castleview Partners, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Whittier Trust Co | 136 | $4.00K | 0.00% | 00.0% | Unchanged |
| Systematic Financial Management LP | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 121 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 158 | $5.00K | 0.00% | −20−11.2% | Reduced |
| FinTrust Capital Advisors, LLC | 180 | $6.00K | 0.00% | −7,500−97.7% | Reduced |
| Parallel Advisors, LLC | 203 | $6.00K | 0.00% | −10−4.7% | Reduced |
| Clearview Wealth Advisors LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 186 | $6.00K | 0.00% | +186 | New |
| Clean Yield Group | 200 | $6.00K | 0.00% | +200 | New |
| Gemmer Asset Management LLC | 200 | $6.00K | 0.00% | +200 | New |
| PenderFund Capital Management Ltd. | 160 | $6.00K | 0.00% | +160 | New |
| Investors Research Corp | 200 | $6.00K | 0.00% | +200 | New |
| Emfo, LLC | 200 | $6.00K | 0.01% | +200 | New |
| Caldwell Trust Co | 200 | $6.14K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 245 | $7.00K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 230 | $7.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 184 | $7.00K | 0.01% | +184 | New |
| Parkside Financial Bank & Trust | 273 | $8.00K | 0.00% | −24−8.1% | Reduced |
| Essex Investment Management Co LLC | 277 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 247 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 248 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 286 | $9.00K | 0.00% | −107−27.2% | Reduced |
| Freedman Financial Associates, Inc. | 290 | $9.00K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 279 | $9.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 300 | $9.00K | 0.00% | +100+50.0% | Added |
| Geneos Wealth Management Inc. | 329 | $10.0K | 0.00% | −1,337−80.3% | Reduced |
| Logan Capital Management Inc | 330 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 330 | $10.0K | 0.00% | +200+153.8% | Added |
| Allworth Financial LP | 310 | $10.0K | 0.00% | +304+5,066.7% | Added |
| Strategic Blueprint, LLC | 317 | $10.0K | 0.00% | +317 | New |
| Princeton Global Asset Management LLC | 370 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 352 | $11.0K | 0.00% | +160+83.3% | Added |
| Central Trust Co | 372 | $11.0K | 0.00% | +372 | New |
| American Portfolios Advisors | 373 | $11.4K | 0.00% | −223−37.4% | Reduced |
| Berman Capital Advisors, LLC | 429 | $12.0K | 0.00% | −225−34.4% | Reduced |
| Enterprise Financial Services Corp | 380 | $12.0K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 385 | $12.0K | 0.01% | 00.0% | Unchanged |
| Motco | 409 | $13.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 430 | $13.0K | 0.00% | +430 | New |
| First Mercantile Trust Co | 503 | $15.0K | 0.00% | +31+6.6% | Added |
| Zions Bancorporation, N.A. | 501 | $15.0K | 0.00% | +396+377.1% | Added |
| Clear Perspectives Financial Planning, LLC | 509 | $16.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 529 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 566 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 566 | $17.0K | 0.00% | +566 | New |
| Harbor Investment Advisory, LLC | 600 | $18.0K | 0.00% | −290−32.6% | Reduced |
| Gables Capital Management Inc. | 580 | $18.0K | 0.01% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 600 | $18.0K | 0.01% | +600 | New |
| Patriot Financial Group Insurance Agency, LLC | 725 | $22.0K | 0.00% | +725 | New |
| Sierra Capital LLC | 750 | $23.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 750 | $23.0K | 0.00% | +743+10,614.3% | Added |
| Brown Brothers Harriman & Co | 789 | $24.0K | 0.00% | +92+13.2% | Added |
| Duncker Streett & Co Inc | 800 | $25.0K | 0.00% | +800 | New |
| Arkadios Wealth Advisors | 923 | $28.0K | 0.00% | +849+1,147.3% | Added |
| Harbour Investments, Inc. | 944 | $29.0K | 0.00% | −67−6.6% | Reduced |
| Signaturefd, LLC | 953 | $29.0K | 0.00% | +187+24.4% | Added |
| Carolinas Wealth Consulting LLC | 983 | $30.0K | 0.01% | +459+87.6% | Added |
| CX Institutional | 1,008 | $31.0K | 0.00% | +15+1.5% | Added |
| Sonora Investment Management, LLC | 1,000 | $31.0K | 0.00% | +1,000 | New |
| Carroll Financial Associates, Inc. | 1,073 | $32.0K | 0.00% | −960−47.2% | Reduced |
| AlphaMark Advisors, LLC | 1,061 | $33.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,111 | $34.0K | 0.00% | −900−44.8% | Reduced |
| Acadian Asset Management LLC | 1,174 | $36.0K | 0.00% | −335−22.2% | Reduced |