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 2023
Institutional positions in Warner Bros. Discovery, Inc. as of Jun 30, 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
- 1,280
- +13 vs. Q1 2023
- Shares held
- 1.44B
- +50.2M (+3.6%) vs. Q1 2023
- Total value
- $18.1B
- −$2.90B (−13.8%) vs. Q1 2023
- New holders
- 129
- 388 more added
- Sold out
- 116
- 562 more reduced
8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Warner Bros. Discovery, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vantage Consulting Group Inc | 14,128 | $177.2K | 0.10% | −87−0.6% | Reduced |
| Syntax Advisors, LLC | 14,128 | $177.2K | 0.14% | −87−0.6% | Reduced |
| Private Trust Co NA | 14,147 | $177.4K | 0.02% | −794−5.3% | Reduced |
| Lifeworks Advisors, LLC | 14,170 | $177.7K | 0.08% | −14,983−51.4% | Reduced |
| Moser Wealth Advisors, LLC | 14,239 | $178.6K | 0.12% | +14,239 | New |
| NorthCrest Asset Manangement, LLC | 14,246 | $178.6K | 0.01% | −385−2.6% | Reduced |
| Penserra Capital Management LLC | 14,371 | $179.0K | 0.00% | −169,256−92.2% | Reduced |
| Washington Trust Bank | 14,305 | $179.4K | 0.02% | −869−5.7% | Reduced |
| Yakira Capital Management, Inc. | 14,406 | $180.7K | 0.05% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 14,413 | $180.7K | 0.22% | −692−4.6% | Reduced |
| Wall Street Access Asset Management, LLC | 14,708 | $184.4K | 0.11% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 14,715 | $184.5K | 0.20% | 00.0% | Unchanged |
| Bruce & Co., Inc. | 14,811 | $185.6K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,833 | $186.0K | 0.01% | +1,768+13.5% | Added |
| Family Management Corp | 14,876 | $186.5K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 14,885 | $186.7K | 0.01% | −3,634−19.6% | Reduced |
| Atom Investors LP | 14,960 | $187.6K | 0.07% | +14,960 | New |
| LMR Partners LLP | 15,000 | $188.1K | 0.00% | −419,414−96.5% | Reduced |
| Alpha Family Trust | 15,000 | $188.1K | 0.13% | 00.0% | Unchanged |
| Cheyne Capital Management (UK) LLP | 15,000 | $188.1K | 0.69% | +15,000 | New |
| HBK Sorce Advisory LLC | 15,018 | $188.3K | 0.01% | −3,642−19.5% | Reduced |
| Coastal Investment Advisors, Inc. | 15,028 | $188.5K | 0.04% | −2,999−16.6% | Reduced |
| Bridgeworth, LLC | 15,039 | $188.6K | 0.02% | +15,039 | New |
| Mitchell McLeod Pugh & Williams Inc | 15,092 | $189.3K | 0.05% | +18+0.1% | Added |
| Essex Financial Services, Inc. | 15,161 | $190.1K | 0.02% | −380−2.4% | Reduced |
| Change Path, LLC | 15,318 | $192.0K | 0.01% | −4,791−23.8% | Reduced |
| Chicago Partners Investment Group LLC | 15,334 | $192.4K | 0.01% | +210+1.4% | Added |
| Arete Wealth Advisors, LLC | 15,418 | $193.0K | 0.02% | −112,451−87.9% | Reduced |
| Sterneck Capital Management, LLC | 15,447 | $193.7K | 0.12% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 15,472 | $194.0K | 0.11% | −500−3.1% | Reduced |
| CSS LLC | 15,626 | $196.0K | 0.02% | −19,600−55.6% | Reduced |
| STF Management LP | 15,693 | $196.8K | 0.21% | −12,540−44.4% | Reduced |
| Somerset Trust Co | 15,736 | $197.3K | 0.08% | −1,274−7.5% | Reduced |
| Empowered Funds, LLC | 15,778 | $197.9K | 0.01% | +5,629+55.5% | Added |
| EA Series Trust | 15,778 | $197.9K | 0.01% | +15,778 | New |
| Arden Trust Co | 15,790 | $198.0K | 0.03% | −5,185−24.7% | Reduced |
| Eos Management, L.P. | 16,087 | $202.0K | 0.09% | 00.0% | Unchanged |
| City Holding Co | 16,240 | $203.6K | 0.04% | −962−5.6% | Reduced |
| Summit Trail Advisors, LLC | 16,279 | $204.1K | 0.01% | +1,312+8.8% | Added |
| Wedgewood Partners Inc | 16,422 | $205.0K | 0.03% | +69+0.4% | Added |
| UniSuper Management Pty Ltd | 16,400 | $205.7K | 0.00% | +16,400 | New |
| Farmers & Merchants Investments Inc | 16,506 | $207.0K | 0.01% | −675−3.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 16,564 | $207.7K | 0.03% | +1,004+6.5% | Added |
| Whittier Trust Co | 16,595 | $208.0K | 0.00% | −4,861−22.7% | Reduced |
| Carson Advisory Inc. | 16,619 | $208.4K | 0.18% | −1,041−5.9% | Reduced |
| Johnson Investment Counsel Inc | 16,661 | $208.9K | 0.00% | −2,070−11.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 16,726 | $209.7K | 0.04% | +3,152+23.2% | Added |
| Veriti Management LLC | 16,758 | $210.1K | 0.02% | −5,163−23.6% | Reduced |
| Amplius Wealth Advisors, LLC | 16,893 | $211.8K | 0.03% | −17−0.1% | Reduced |
| Bokf, NA | 16,900 | $211.9K | 0.00% | −3,040−15.2% | Reduced |
| Brown Brothers Harriman & Co | 16,908 | $212.0K | 0.00% | −602−3.4% | Reduced |
| S&CO Inc | 17,051 | $213.0K | 0.02% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 16,995 | $213.1K | 0.08% | −885−4.9% | Reduced |
| DuPont Capital Management Corp | 17,054 | $213.9K | 0.01% | −24,651−59.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 17,058 | $213.9K | 0.06% | −1,667−8.9% | Reduced |
| Global Retirement Partners, LLC | 17,080 | $214.2K | 0.01% | −1,347−7.3% | Reduced |
| Clear Harbor Asset Management, LLC | 17,111 | $214.6K | 0.02% | +1,661+10.8% | Added |
| Jackson Hole Capital Partners, LLC | 17,162 | $215.2K | 0.06% | −2,340−12.0% | Reduced |
| Colony Group LLC | 17,290 | $217.0K | 0.00% | −1,383−7.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,311 | $217.0K | 0.01% | −1,421−7.6% | Reduced |
| Stokes Family Office, LLC | 17,366 | $217.8K | 0.03% | −772−4.3% | Reduced |
| Rathbone Brothers plc | 17,457 | $218.9K | 0.00% | −2,193−11.2% | Reduced |
| Glenview Trust Co | 17,509 | $219.6K | 0.01% | +3,868+28.4% | Added |
| Sender Co & Partners, Inc. | 17,513 | $219.6K | 3.49% | +17,513 | New |
| Armstrong, Fleming & Moore, Inc | 17,524 | $219.8K | 0.20% | +17,524 | New |
| Lazari Capital Management, Inc. | 17,571 | $220.3K | 0.12% | +17,571 | New |
| Nations Financial Group Inc, | 17,665 | $221.5K | 0.02% | −1,322−7.0% | Reduced |
| Wealth Management Associates, Inc. | 18,006 | $225.8K | 0.13% | −165−0.9% | Reduced |
| Schechter Investment Advisors, LLC | 18,120 | $227.2K | 0.02% | +18,120 | New |
| Fukoku Mutual Life Insurance Co | 18,121 | $227.2K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 18,155 | $227.7K | 0.06% | −727−3.9% | Reduced |
| Wealthspire Advisors, LLC | 18,157 | $227.7K | 0.00% | −2,795−13.3% | Reduced |
| Exencial Wealth Advisors, LLC | 18,161 | $227.7K | 0.01% | −1,282−6.6% | Reduced |
| Integrated Advisors Network LLC | 18,217 | $228.4K | 0.01% | +1,009+5.9% | Added |
| Mount Yale Investment Advisors, LLC | 18,346 | $230.1K | 0.02% | +18,346 | New |
| Sculati Wealth Management, LLC | 18,450 | $231.4K | 0.12% | −847−4.4% | Reduced |
| Brinker Capital Investments, LLC | 18,935 | $237.4K | 0.00% | −2,079−9.9% | Reduced |
| Orion Portfolio Solutions, LLC | 18,935 | $237.4K | 0.00% | −2,079−9.9% | Reduced |
| Stonegate Investment Group, LLC | 19,094 | $239.4K | 0.01% | −440−2.3% | Reduced |
| Burney Co | 19,419 | $243.5K | 0.01% | −2,650−12.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,545 | $245.1K | 0.02% | −222−1.1% | Reduced |
| Cornerstone Wealth Management, LLC | 19,637 | $246.2K | 0.02% | −7,329−27.2% | Reduced |
| CIBC World Markets Inc. | 19,773 | $248.0K | 0.00% | −532−2.6% | Reduced |
| Sunbelt Securities, Inc. | 19,778 | $248.0K | 0.04% | −450−2.2% | Reduced |
| Holistic Financial Partners | 19,802 | $248.3K | 0.17% | +1,560+8.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 19,885 | $249.4K | 0.09% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 19,953 | $250.2K | 0.02% | −3,618−15.3% | Reduced |
| Bessemer Group Inc | 20,023 | $252.0K | 0.00% | −4,530−18.4% | Reduced |
| Elkhorn Partners Limited Partnership | 20,100 | $252.0K | 0.16% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 20,310 | $254.7K | 0.07% | −6,246−23.5% | Reduced |
| MidWestOne Financial Group, Inc. | 20,365 | $255.4K | 0.06% | +443+2.2% | Added |
| Silvercrest Asset Management Group LLC | 20,379 | $255.6K | 0.00% | +162+0.8% | Added |
| Sanders Morris Harris LLC | 20,152 | $257.2K | 0.06% | +9,361+86.7% | Added |
| Coldstream Capital Management Inc | 20,588 | $258.2K | 0.01% | −3,244−13.6% | Reduced |
| Aull & Monroe Investment Management Corp | 20,697 | $259.5K | 0.13% | −140−0.7% | Reduced |
| Edgewood Management LLC | 20,725 | $259.9K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 20,778 | $261.0K | 0.03% | −56,643−73.2% | Reduced |
| Equitable Holdings, Inc. | 20,931 | $262.5K | 0.00% | −1,326−6.0% | Reduced |
| Rothschild Investment Corp | 20,960 | $263.0K | 0.02% | +743+3.7% | Added |
| Institute for Wealth Management, LLC. | 21,350 | $267.7K | 0.05% | −2,123−9.0% | Reduced |