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; 1,317 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 | 1,317 | $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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 21,014 | $317.3K | 0.00% | +21,014 | New |
| Cresset Asset Management, LLC | 21,355 | $322.5K | 0.01% | −3,295−13.4% | Reduced |
| Montag A & Associates Inc | 21,362 | $322.6K | 0.02% | −7,216−25.3% | Reduced |
| Whittier Trust Co | 21,456 | $323.9K | 0.01% | −950−4.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 21,584 | $325.9K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 21,921 | $331.0K | 0.07% | −11,218−33.9% | Reduced |
| Veriti Management LLC | 21,921 | $331.0K | 0.04% | +347+1.6% | Added |
| Burney Co | 22,069 | $333.2K | 0.02% | −668−2.9% | Reduced |
| Equitable Holdings, Inc. | 22,257 | $336.1K | 0.01% | +352+1.6% | Added |
| Wellington Shields & Co., LLC | 22,662 | $342.2K | 0.08% | −2,708−10.7% | Reduced |
| Jump Financial, LLC | 22,783 | $344.0K | 0.01% | +22,783 | New |
| Gagnon Securities LLC | 22,836 | $344.8K | 0.07% | +9,780+74.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 22,844 | $345.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22,921 | $346.1K | 0.01% | −2,027−8.1% | Reduced |
| Reliant Investment Management, LLC | 23,286 | $351.6K | 0.22% | −179−0.8% | Reduced |
| Argyle Capital Management Inc. | 23,382 | $353.1K | 0.12% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 23,473 | $354.4K | 0.07% | −1,256−5.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 23,508 | $355.0K | 0.17% | +1,278+5.7% | Added |
| Independent Financial Group, LLC | 23,571 | $355.9K | 0.03% | +4,743+25.2% | Added |
| Millennium Capital Advisors, LLC | 23,660 | $357.3K | 0.32% | −5,779−19.6% | Reduced |
| Moneta Group Investment Advisors LLC | 23,755 | $358.7K | 0.01% | +12,227+106.1% | Added |
| Coldstream Capital Management Inc | 23,832 | $359.9K | 0.01% | +8,606+56.5% | Added |
| Daymark Wealth Partners, LLC | 23,868 | $360.4K | 0.05% | +3,735+18.6% | Added |
| Retirement Group, LLC | 24,125 | $364.0K | 0.17% | −1,443−5.6% | Reduced |
| EdgeRock Capital LLC | 24,225 | $366.0K | 0.19% | +1,014+4.4% | Added |
| Wade G W & Inc | 24,416 | $369.0K | 0.01% | −4,977−16.9% | Reduced |
| Two Sigma Investments, LP | 24,500 | $369.9K | 0.00% | +24,500 | New |
| Bessemer Group Inc | 24,553 | $370.0K | 0.00% | −2,398−8.9% | Reduced |
| Baker Boyer National Bank | 24,504 | $370.0K | 0.14% | +24+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 24,755 | $373.8K | 0.01% | −1,177−4.5% | Reduced |
| Bartlett & Co. LLC | 24,755 | $374.0K | 0.01% | −1,177−4.5% | Reduced |
| Delta Financial Group, Inc. | 24,812 | $375.0K | 0.15% | −1,173−4.5% | Reduced |
| WealthTrust Axiom LLC | 24,978 | $377.2K | 0.13% | −765−3.0% | Reduced |
| Northeast Financial Consultants Inc | 25,024 | $377.9K | 0.02% | −169−0.7% | Reduced |
| Diametric Capital, LP | 25,179 | $380.2K | 0.18% | +25,179 | New |
| Diligent Investors, LLC | 25,283 | $381.8K | 0.12% | −171−0.7% | Reduced |
| 180 Wealth Advisors, LLC | 25,417 | $383.8K | 0.09% | +6,647+35.4% | Added |
| Next Level Private LLC | 25,428 | $384.0K | 0.30% | −4,650−15.5% | Reduced |
| J.W. Cole Advisors, Inc. | 25,458 | $384.4K | 0.03% | −125−0.5% | Reduced |
| Wealth Alliance | 25,511 | $385.2K | 0.06% | +7,956+45.3% | Added |
| Impax Asset Management Group plc | 25,735 | $388.6K | 0.00% | +25,735 | New |
| Meridian Investment Counsel Inc. | 25,739 | $388.7K | 0.15% | +4,789+22.9% | Added |
| E Fund Management Co., Ltd. | 25,759 | $389.0K | 0.03% | −1,694−6.2% | Reduced |
| Symmetry Partners, LLC | 25,912 | $391.0K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 25,966 | $392.1K | 0.04% | +669+2.6% | Added |
| Angeles Investment Advisors, LLC | 26,011 | $392.8K | 0.03% | −7,742−22.9% | Reduced |
| Harrington Investments, INC | 26,080 | $393.8K | 0.27% | −17−0.1% | Reduced |
| Fortis Advisors, LLC | 26,275 | $396.8K | 0.26% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 26,513 | $400.0K | 0.03% | −87,798−76.8% | Reduced |
| Gator Capital Management, LLC | 26,500 | $400.1K | 0.31% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 26,556 | $401.0K | 0.11% | −535−2.0% | Reduced |
| Lee Danner & Bass Inc | 26,553 | $401.0K | 0.04% | −5,172−16.3% | Reduced |
| Park Avenue Securities LLC | 26,540 | $401.0K | 0.01% | +4,046+18.0% | Added |
| Rehmann Capital Advisory Group | 26,579 | $401.3K | 0.04% | +8,363+45.9% | Added |
| Boston Private Wealth LLC | 26,769 | $404.2K | 0.01% | −769−2.8% | Reduced |
| Cornerstone Wealth Management, LLC | 26,966 | $407.2K | 0.04% | +26,966 | New |
| Tiaa, FSB | 27,347 | $412.9K | 0.00% | −5,248−16.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,826 | $420.2K | 0.07% | +27,826 | New |
| Citizens Financial Group Inc | 27,891 | $421.2K | 0.02% | +3,031+12.2% | Added |
| Vestmark Advisory Solutions, Inc. | 27,954 | $422.1K | 0.02% | +1,105+4.1% | Added |
| Advance Capital Management, Inc. | 28,069 | $423.8K | 0.08% | +492+1.8% | Added |
| Cigna Investments Inc | 28,253 | $426.0K | 0.09% | −549−1.9% | Reduced |
| Quarry LP | 28,222 | $426.2K | 0.24% | +11,621+70.0% | Added |
| STF Management LP | 28,233 | $426.3K | 0.29% | +12,148+75.5% | Added |
| Satovsky Asset Management LLC | 28,295 | $427.2K | 0.16% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 28,295 | $427.2K | 0.16% | +28,295 | New |
| Lombard Odier Asset Management (Switzerland) SA | 28,405 | $428.9K | 0.04% | +16,501+138.6% | Added |
| North Star Asset Management Inc | 28,625 | $432.2K | 0.03% | −2,270−7.3% | Reduced |
| Skba Capital Management LLC | 28,641 | $432.5K | 0.08% | +4,900+20.6% | Added |
| Clear Street Markets LLC | 28,734 | $434.0K | 0.12% | +4,262+17.4% | Added |
| First Horizon Advisors, Inc. | 28,792 | $434.8K | 0.02% | −1,213−4.0% | Reduced |
| Mayflower Financial Advisors, LLC | 28,799 | $434.9K | 0.06% | +249+0.9% | Added |
| Camelot Portfolios, LLC | 28,997 | $437.9K | 0.31% | −161−0.6% | Reduced |
| Wesleyan Assurance Society | 29,030 | $438.0K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 29,032 | $438.4K | 0.03% | −3,877−11.8% | Reduced |
| Symmetry Investments LP | 29,095 | $439.3K | 0.21% | +29,095 | New |
| Lifeworks Advisors, LLC | 29,153 | $440.2K | 0.21% | +10,367+55.2% | Added |
| Sequoia Financial Advisors, LLC | 29,406 | $444.0K | 0.01% | +2,615+9.8% | Added |
| Apollon Wealth Management, LLC | 29,462 | $444.9K | 0.03% | −124−0.4% | Reduced |
| Banque Cantonale Vaudoise | 29,475 | $446.0K | 0.02% | −725−2.4% | Reduced |
| Busey Wealth Management | 29,538 | $446.0K | 0.02% | −1,526−4.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 29,858 | $450.9K | 0.04% | −36,992−55.3% | Reduced |
| Merit Financial Group, LLC | 30,144 | $455.2K | 0.02% | −2,484−7.6% | Reduced |
| Chemistry Wealth Management LLC | 30,287 | $457.3K | 0.16% | +10,958+56.7% | Added |
| GFS Advisors, LLC | 30,944 | $467.0K | 0.11% | −31,619−50.5% | Reduced |
| Independent Advisor Alliance | 31,019 | $468.4K | 0.02% | −16,671−35.0% | Reduced |
| Texas Yale Capital Corp. | 31,030 | $468.6K | 0.02% | −241−0.8% | Reduced |
| Chiron Capital Management, LLC | 31,352 | $473.4K | 0.33% | −33,704−51.8% | Reduced |
| Horizon Investments, LLC | 31,474 | $475.3K | 0.01% | −7,821−19.9% | Reduced |
| Karpas Strategies, LLC | 31,512 | $475.8K | 0.17% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 31,750 | $479.4K | 0.36% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 31,566 | $480.4K | 0.22% | +31,566 | New |
| Wetherby Asset Management Inc | 32,076 | $484.3K | 0.03% | +11,168+53.4% | Added |
| Brookstone Capital Management | 33,350 | $484.6K | 0.01% | −1,894−5.4% | Reduced |
| Kingsview Wealth Management, LLC | 32,239 | $486.8K | 0.02% | −2,598−7.5% | Reduced |
| Round Hill Asset Management | 32,277 | $487.4K | 0.30% | −523−1.6% | Reduced |
| Northstar Group, Inc. | 32,300 | $487.7K | 0.13% | −4,626−12.5% | Reduced |
| Veritable, L.P. | 32,344 | $488.4K | 0.01% | +2,985+10.2% | Added |
| Highlander Partners, L.P. | 32,500 | $490.8K | 0.66% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 32,598 | $492.0K | 0.05% | −1,168−3.5% | Reduced |