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, Q1 2023
Institutional positions in Warner Bros. Discovery, Inc. as of Mar 31, 2023. 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
- 1,275
- −15 vs. Q4 2022
- Shares held
- 1.39B
- −1.34M (−0.1%) vs. Q4 2022
- Total value
- $21.0B
- +$7.78B (+58.8%) vs. Q4 2022
- New holders
- 131
- 368 more added
- Sold out
- 146
- 583 more reduced
28 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Warner Bros. Discovery, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Family CFO Inc | 231 | $3.49K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 238 | $3.59K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 264 | $3.59K | 0.00% | +189+252.0% | Added |
| First National Bank of South Miami | 240 | $3.62K | 0.00% | −182−43.1% | Reduced |
| Maryland Capital Advisors Inc. | 241 | $3.64K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 259 | $3.91K | 0.00% | +74+40.0% | Added |
| 1832 Asset Management L.P. | 263 | $3.97K | 0.00% | +35+15.4% | Added |
| MBM Wealth Consultants, LLC | 434 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 266 | $4.02K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 269 | $4.06K | 0.00% | −56−17.2% | Reduced |
| Luken Investment Analytics, LLC | 276 | $4.17K | 0.00% | +258+1,433.3% | Added |
| HighMark Wealth Management LLC | 277 | $4.18K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 284 | $4.29K | 0.00% | −443−60.9% | Reduced |
| Gleason Group, Inc. | 296 | $4.48K | 0.00% | −33−10.0% | Reduced |
| Highline Wealth Partners LLC | 329 | $4.97K | 0.00% | +284+631.1% | Added |
| Syverson Strege & Co | 334 | $5.04K | 0.00% | +268+406.1% | Added |
| West Branch Capital LLC | 338 | $5.10K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 350 | $5.29K | 0.00% | +350 | New |
| Grey Fox Wealth Advisors, LLC | 374 | $5.65K | 0.00% | +343+1,106.5% | Added |
| Castleview Partners, LLC | 378 | $5.71K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 390 | $5.89K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 403 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 398 | $6.01K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 399 | $6.03K | 0.00% | +93+30.4% | Added |
| Bleichroeder LP | 399 | $6.03K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 405 | $6.12K | 0.00% | +227+127.5% | Added |
| Raleigh Capital Management Inc. | 406 | $6.13K | 0.00% | +4+1.0% | Added |
| JJJ Advisors Inc. | 450 | $6.20K | 0.00% | −9−2.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 413 | $6.24K | 0.00% | +51+14.1% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 423 | $6.39K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 481 | $6.39K | 0.00% | −347−41.9% | Reduced |
| Wolff Wiese Magana LLC | 434 | $6.55K | 0.01% | +30+7.4% | Added |
| Arrow Financial Corp | 435 | $6.57K | 0.00% | −499−53.4% | Reduced |
| Financial Freedom, LLC | 440 | $6.64K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 456 | $6.89K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 458 | $6.92K | 0.00% | +406+780.8% | Added |
| Ulland Investment Advisors, LLC | 487 | $7.00K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 477 | $7.20K | 0.00% | −24−4.8% | Reduced |
| Hoey Investments, Inc | 483 | $7.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 499 | $7.54K | 0.00% | +42+9.2% | Added |
| Blume Capital Management, Inc. | 500 | $7.55K | 0.00% | −120,953−99.6% | Reduced |
| Itau Unibanco Holding S.A. | 504 | $7.61K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 509 | $7.69K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 527 | $7.96K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 529 | $7.99K | 0.00% | −302−36.3% | Reduced |
| West Paces Advisors Inc. | 529 | $7.99K | 0.00% | +36+7.3% | Added |
| Chesapeake Asset Management LLC | 533 | $8.05K | 0.01% | +533 | New |
| Pflug Koory, LLC | 535 | $8.08K | 0.00% | −130−19.5% | Reduced |
| Kozak & Associates, Inc. | 542 | $8.18K | 0.00% | +136+33.5% | Added |
| Stephens Consulting, LLC | 561 | $8.47K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 566 | $8.56K | 0.01% | −631−52.7% | Reduced |
| Tradewinds Capital Management, LLC | 582 | $8.79K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 594 | $8.97K | 0.00% | +594 | New |
| Acadian Asset Management LLC | 625 | $9.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 597 | $9.02K | 0.00% | +99+19.9% | Added |
| Horan Securities, Inc. | 617 | $9.31K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 632 | $9.54K | 0.01% | +632 | New |
| Lee Financial Co | 637 | $9.62K | 0.00% | −1,099−63.3% | Reduced |
| First Personal Financial Services | 645 | $9.74K | 0.00% | −4,260−86.9% | Reduced |
| Harvest Group Wealth Management, LLC | 650 | $9.81K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 685 | $10.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 670 | $10.1K | 0.00% | −361−35.0% | Reduced |
| Ahrens Investment Partners LLC | 671 | $10.1K | 0.01% | +671 | New |
| AllSquare Wealth Management LLC | 675 | $10.2K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 683 | $10.3K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 734 | $11.1K | 0.01% | −908−55.3% | Reduced |
| Annapolis Financial Services, LLC | 734 | $11.1K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 735 | $11.1K | 0.00% | +735 | New |
| FSC Wealth Advisors, LLC | 739 | $11.2K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 743 | $11.2K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 762 | $11.5K | 0.01% | −43−5.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 771 | $11.6K | 0.01% | −96−11.1% | Reduced |
| Kalos Management, Inc. | 774 | $11.7K | 0.02% | +774 | New |
| Emfo, LLC | 810 | $12.2K | 0.01% | +725+852.9% | Added |
| American National Bank | 822 | $12.4K | 0.00% | +651+380.7% | Added |
| MB, Levis & Associates, LLC | 826 | $12.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 826 | $12.5K | 0.01% | +40+5.1% | Added |
| Cassady Schiller Wealth Management, LLC | 847 | $12.8K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 878 | $13.3K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 900 | $13.6K | 0.00% | −50−5.3% | Reduced |
| Johnson Midwest Financial, LLC | 901 | $13.6K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 910 | $13.7K | 0.01% | −242−21.0% | Reduced |
| PrairieView Partners, LLC | 985 | $14.0K | 0.00% | −122−11.0% | Reduced |
| Capital Advisors, Ltd. LLC | 905 | $14.0K | 0.00% | −1,592−63.8% | Reduced |
| Sutton Wealth Advisors Inc. | 930 | $14.0K | 0.01% | −4,766−83.7% | Reduced |
| Hallmark Capital Management Inc | 962 | $14.5K | 0.00% | −119−11.0% | Reduced |
| Field & Main Bank | 974 | $14.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 969 | $15.0K | 0.00% | −166−14.6% | Reduced |
| Disciplined Investments, LLC | 1,001 | $15.1K | 0.01% | +42+4.4% | Added |
| Laffer Tengler Investments | 1,002 | $15.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,018 | $15.4K | 0.01% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 1,050 | $15.6K | 0.01% | −595−36.2% | Reduced |
| Earnest Partners LLC | 1,034 | $15.6K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,060 | $16.0K | 0.01% | +600+130.4% | Added |
| Costello Asset Management, INC | 1,088 | $16.4K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,101 | $16.6K | 0.00% | −212−16.1% | Reduced |
| Cornerstone Management, Inc. | 1,115 | $16.8K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,121 | $16.9K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,814 | $17.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,134 | $17.1K | 0.00% | 00.0% | Unchanged |