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 |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 3,541 | $53.5K | 0.01% | +532+17.7% | Added |
| Center for Financial Planning, Inc. | 3,564 | $53.8K | 0.01% | +72+2.1% | Added |
| Central Bank & Trust Co | 3,667 | $55.4K | 0.01% | −1,077−22.7% | Reduced |
| S.A. Mason LLC | 3,669 | $55.4K | 0.04% | −463−11.2% | Reduced |
| AdvisorNet Financial, Inc | 3,763 | $56.8K | 0.01% | +193+5.4% | Added |
| Beaird Harris Wealth Management, LLC | 3,837 | $57.9K | 0.01% | −143−3.6% | Reduced |
| Bangor Savings Bank | 3,848 | $58.1K | 0.01% | −2,075−35.0% | Reduced |
| Kenfarb & Co. | 3,896 | $58.8K | 0.05% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 3,979 | $59.1K | 0.06% | +3,979 | New |
| McIlrath & Eck, LLC | 3,926 | $59.3K | 0.01% | −44−1.1% | Reduced |
| Amitell Capital Pte Ltd | 3,927 | $59.3K | 0.06% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3,982 | $60.1K | 0.02% | +466+13.3% | Added |
| Column Capital Advisors, LLC | 3,986 | $60.2K | 0.01% | −256−6.0% | Reduced |
| Massmutual Trust Co FSB | 4,022 | $60.7K | 0.00% | +999+33.0% | Added |
| Larson Financial Group LLC | 4,036 | $60.9K | 0.01% | +149+3.8% | Added |
| Piershale Financial Group, Inc. | 4,071 | $61.5K | 0.05% | −48−1.2% | Reduced |
| SOA Wealth Advisors, LLC. | 4,112 | $62.1K | 0.02% | +25+0.6% | Added |
| CVA Family Office, LLC | 4,141 | $62.5K | 0.01% | +692+20.1% | Added |
| WR Wealth Planners, LLC | 4,154 | $62.7K | 0.03% | +441+11.9% | Added |
| JFS Wealth Advisors, LLC | 4,216 | $63.7K | 0.01% | +77+1.9% | Added |
| City State Bank | 4,240 | $64.0K | 0.04% | +4,240 | New |
| Newbridge Financial Services Group, Inc. | 4,308 | $65.1K | 0.03% | −133−3.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 4,326 | $65.3K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,366 | $65.9K | 0.01% | −778−15.1% | Reduced |
| Ronald Blue Trust, Inc. | 7,203 | $69.0K | 0.00% | −1,014−12.3% | Reduced |
| Endurance Wealth Management, Inc. | 4,568 | $69.0K | 0.01% | +331+7.8% | Added |
| Wellington Shields Capital Management, LLC | 4,582 | $69.2K | 0.01% | −483−9.5% | Reduced |
| PFS Partners, LLC | 4,636 | $70.0K | 0.07% | −20−0.4% | Reduced |
| Halpern Financial, Inc. | 4,723 | $71.3K | 0.03% | −433−8.4% | Reduced |
| Coastal Capital Group, Inc. | 4,781 | $72.2K | 0.02% | −19−0.4% | Reduced |
| Concord Wealth Partners | 4,808 | $72.6K | 0.02% | −933−16.3% | Reduced |
| State Farm Mutual Automobile Insurance Co | 4,838 | $73.1K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 4,888 | $73.8K | 0.00% | −21−0.4% | Reduced |
| First Command Bank | 4,909 | $74.1K | 0.01% | −170−3.3% | Reduced |
| First Command Financial Services, Inc. | 4,909 | $74.1K | 0.01% | −170−3.3% | Reduced |
| Princeton Global Asset Management LLC | 4,916 | $74.2K | 0.02% | −567−10.3% | Reduced |
| Financial Perspectives, Inc | 4,953 | $74.8K | 0.04% | −80−1.6% | Reduced |
| Key Financial Inc | 4,974 | $75.1K | 0.03% | −1,608−24.4% | Reduced |
| Old North State Trust, LLC | 5,067 | $77.0K | 0.05% | +4,542+865.1% | Added |
| EverSource Wealth Advisors, LLC | 5,101 | $77.0K | 0.01% | −374−6.8% | Reduced |
| Sandy Spring Bank | 5,218 | $78.8K | 0.00% | −2,717−34.2% | Reduced |
| Baker Avenue Asset Management, LP | 5,426 | $81.9K | 0.00% | +717+15.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,406 | $82.0K | 0.00% | −242−4.3% | Reduced |
| Parkside Financial Bank & Trust | 5,721 | $86.4K | 0.02% | +1,355+31.0% | Added |
| Carolinas Wealth Consulting LLC | 6,742 | $87.5K | 0.02% | +277+4.3% | Added |
| First Community Trust NA | 5,823 | $87.9K | 0.10% | −88−1.5% | Reduced |
| Rosenberg Matthew Hamilton | 5,989 | $90.4K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,054 | $91.4K | 0.00% | +651+12.0% | Added |
| Twin Tree Management, LP | 6,065 | $91.6K | 0.00% | +6,065 | New |
| Cary Street Partner Investment Advisory LLC | 6,422 | $97.0K | 0.01% | −1,458−18.5% | Reduced |
| Nkcfo LLC | 6,509 | $98.0K | 0.05% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6,637 | $100.2K | 0.05% | −2,236−25.2% | Reduced |
| Stableford Capital II LLC | 10,940 | $104.0K | 0.07% | +10,940 | New |
| Alta Advisers Ltd | 6,900 | $104.2K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 6,967 | $105.2K | 0.00% | −4,538−39.4% | Reduced |
| TD Private Client Wealth LLC | 7,014 | $105.9K | 0.00% | +522+8.0% | Added |
| Zions Bancorporation, N.A. | 7,068 | $106.7K | 0.01% | −160−2.2% | Reduced |
| Ostrum Asset Management | 7,102 | $107.2K | 0.01% | +7,102 | New |
| Cambridge Trust Co | 7,220 | $109.0K | 0.01% | −484−6.3% | Reduced |
| Armstrong Advisory Group, Inc | 7,289 | $110.1K | 0.01% | −81−1.1% | Reduced |
| Boit C F David | 7,726 | $110.4K | 0.08% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,353 | $111.0K | 0.01% | +7,353 | New |
| Machina Capital S.A.S. | 7,400 | $111.7K | 0.10% | +7,400 | New |
| Western Pacific Wealth Management, LP | 7,469 | $112.8K | 0.09% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 7,614 | $115.0K | 0.01% | +7,614 | New |
| CoreFirst Bank & Trust | 7,623 | $115.1K | 0.08% | −4,899−39.1% | Reduced |
| Exchange Traded Concepts, LLC | 7,890 | $119.1K | 0.00% | −1,813−18.7% | Reduced |
| PDS Planning, Inc | 7,893 | $119.2K | 0.02% | +7,893 | New |
| Estabrook Capital Management | 7,947 | $120.0K | 0.02% | −13,706−63.3% | Reduced |
| Hantz Financial Services, Inc. | 7,994 | $121.0K | 0.00% | −32−0.4% | Reduced |
| Lindbrook Capital, LLC | 8,104 | $122.4K | 0.01% | +1,913+30.9% | Added |
| Caldwell Trust Co | 8,944 | $135.1K | 0.02% | −3,174−26.2% | Reduced |
| Lakeview Capital Partners, LLC | 10,930 | $135.3K | 0.04% | −492−4.3% | Reduced |
| Hexagon Capital Partners LLC | 9,264 | $139.9K | 0.04% | −1,738−15.8% | Reduced |
| Searle & Co. | 10,350 | $140.9K | 0.05% | −8,955−46.4% | Reduced |
| ICA Group Wealth Management, LLC | 9,548 | $144.2K | 0.03% | −721−7.0% | Reduced |
| Investors Research Corp | 9,836 | $148.5K | 0.04% | −7−0.1% | Reduced |
| Parallel Advisors, LLC | 9,953 | $150.3K | 0.01% | +2,293+29.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 10,000 | $151.0K | 0.16% | +10,000 | New |
| Joel Isaacson & Co., LLC | 10,054 | $151.8K | 0.01% | −19−0.2% | Reduced |
| FineMark National Bank & Trust | 10,076 | $152.1K | 0.01% | −1,177−10.5% | Reduced |
| TCI Wealth Advisors, Inc. | 10,101 | $152.5K | 0.02% | −458−4.3% | Reduced |
| Meeder Advisory Services, Inc. | 10,133 | $153.0K | 0.02% | +10,133 | New |
| Capital Investment Advisory Services, LLC | 10,144 | $153.2K | 0.02% | −1,479−12.7% | Reduced |
| Good Life Advisors, LLC | 10,149 | $153.2K | 0.02% | −2,817−21.7% | Reduced |
| Empowered Funds, LLC | 10,149 | $153.3K | 0.01% | −265−2.5% | Reduced |
| Fee-Only Financial Planning, L.C. | 10,165 | $153.5K | 0.12% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 10,181 | $153.7K | 0.00% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,190 | $154.0K | 0.02% | −4,706−31.6% | Reduced |
| Regatta Capital Group, LLC | 16,345 | $155.0K | 0.06% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 10,263 | $155.0K | 0.10% | −930−8.3% | Reduced |
| Lake Street Advisors Group, LLC | 10,292 | $155.0K | 0.01% | +10,292 | New |
| Ignite Planners, LLC | 10,075 | $155.2K | 0.06% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,404 | $156.0K | 0.00% | +4,480+75.6% | Added |
| Covestor Ltd | 10,382 | $157.0K | 0.14% | −1,925−15.6% | Reduced |
| Dorchester Wealth Management Co | 10,431 | $157.5K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 10,490 | $158.4K | 0.01% | −1,861−15.1% | Reduced |
| Evergreen Capital Management LLC | 10,496 | $158.5K | 0.01% | −206−1.9% | Reduced |
| Enterprise Financial Services Corp | 10,570 | $159.6K | 0.10% | −1,611−13.2% | Reduced |
| First National Bank | 10,610 | $160.2K | 0.14% | +10,610 | New |