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, 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 | 1,317 | $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, 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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 7,109 | $89.1K | 0.01% | +7+0.1% | Added |
| Alta Advisers Ltd | 6,900 | $86.5K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 6,678 | $83.7K | 0.00% | −542−7.5% | Reduced |
| Westpac Banking Corp | 6,637 | $83.2K | 0.01% | −204,486−96.9% | Reduced |
| Ronald Blue Trust, Inc. | 5,465 | $83.0K | 0.00% | −1,738−24.1% | Reduced |
| Nkcfo LLC | 6,509 | $82.0K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 6,335 | $79.4K | 0.00% | −632−9.1% | Reduced |
| Smithfield Trust Co | 6,301 | $79.0K | 0.00% | +6,301 | New |
| Truvestments Capital LLC | 6,249 | $78.4K | 0.04% | −388−5.8% | Reduced |
| Caldwell Trust Co | 6,217 | $78.0K | 0.01% | −2,727−30.5% | Reduced |
| Parkside Financial Bank & Trust | 6,101 | $76.5K | 0.02% | +380+6.6% | Added |
| CoreFirst Bank & Trust | 6,093 | $76.4K | 0.05% | −1,530−20.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,843 | $73.3K | 0.00% | −579−9.0% | Reduced |
| First Community Trust NA | 5,823 | $73.0K | 0.08% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5,698 | $71.4K | 0.00% | +272+5.0% | Added |
| Massmutual Trust Co FSB | 5,646 | $70.8K | 0.00% | +1,624+40.4% | Added |
| Carolinas Wealth Consulting LLC | 6,578 | $70.8K | 0.01% | −164−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 5,569 | $69.8K | 0.01% | +468+9.2% | Added |
| CVA Family Office, LLC | 5,552 | $69.6K | 0.01% | +1,411+34.1% | Added |
| Glassman Wealth Services | 5,463 | $68.5K | 0.01% | +2,046+59.9% | Added |
| Key Financial Inc | 5,384 | $67.5K | 0.02% | +410+8.2% | Added |
| Safeguard Financial, LLC | 5,361 | $67.0K | 0.03% | +5,361 | New |
| Lindbrook Capital, LLC | 5,280 | $66.2K | 0.01% | −2,824−34.8% | Reduced |
| Concord Wealth Partners | 5,166 | $64.8K | 0.01% | +358+7.4% | Added |
| Princeton Global Asset Management LLC | 4,896 | $61.4K | 0.02% | −20−0.4% | Reduced |
| State Farm Mutual Automobile Insurance Co | 4,838 | $60.7K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 4,723 | $59.2K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 4,669 | $58.5K | 0.01% | −112−2.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,561 | $57.2K | 0.03% | +1,900+71.4% | Added |
| PFS Partners, LLC | 4,512 | $56.6K | 0.05% | −124−2.7% | Reduced |
| Financial Perspectives, Inc | 4,508 | $56.5K | 0.02% | −445−9.0% | Reduced |
| S.A. Mason LLC | 3,669 | $55.4K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,366 | $55.0K | 0.00% | −1,040−19.2% | Reduced |
| Endurance Wealth Management, Inc. | 4,375 | $55.0K | 0.01% | −193−4.2% | Reduced |
| City State Bank | 4,356 | $55.0K | 0.03% | +116+2.7% | Added |
| WealthPLAN Partners, LLC | 4,351 | $54.6K | 0.01% | −3,263−42.9% | Reduced |
| Exchange Traded Concepts, LLC | 4,314 | $54.1K | 0.00% | −3,576−45.3% | Reduced |
| First Command Bank | 4,240 | $53.2K | 0.01% | −669−13.6% | Reduced |
| First Command Financial Services, Inc. | 4,240 | $53.2K | 0.01% | −669−13.6% | Reduced |
| Wellington Shields Capital Management, LLC | 4,234 | $53.1K | 0.01% | −348−7.6% | Reduced |
| Jones Financial Companies LLLP | 4,161 | $52.2K | 0.00% | −1,893−31.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,079 | $51.2K | 0.03% | −229−5.3% | Reduced |
| Piershale Financial Group, Inc. | 4,071 | $51.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,046 | $50.7K | 0.00% | −170−4.0% | Reduced |
| SOA Wealth Advisors, LLC. | 4,012 | $50.3K | 0.01% | −100−2.4% | Reduced |
| Column Capital Advisors, LLC | 3,986 | $50.0K | 0.01% | 00.0% | Unchanged |
| Amitell Capital Pte Ltd | 3,927 | $49.2K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,926 | $49.2K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 3,896 | $48.9K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3,835 | $48.1K | 0.01% | −2−0.1% | Reduced |
| Larson Financial Group LLC | 3,768 | $47.3K | 0.00% | −268−6.6% | Reduced |
| WR Wealth Planners, LLC | 3,740 | $46.9K | 0.02% | −414−10.0% | Reduced |
| GHP Investment Advisors, Inc. | 3,248 | $44.5K | 0.00% | −8,617−72.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,931 | $44.3K | 0.04% | −48−1.2% | Reduced |
| AdvisorNet Financial, Inc | 3,534 | $44.3K | 0.00% | −229−6.1% | Reduced |
| Platinum Investment Management Ltd | 3,520 | $44.1K | 0.00% | +497+16.4% | Added |
| Cape Investment Advisory, Inc. | 3,516 | $44.1K | 0.02% | +162+4.8% | Added |
| Rosenberg Matthew Hamilton | 3,506 | $44.0K | 0.01% | −2,483−41.5% | Reduced |
| Old Second National Bank of Aurora | 3,476 | $43.6K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,459 | $43.4K | 0.00% | −1,759−33.7% | Reduced |
| Clearstead Advisors, LLC | 3,410 | $42.8K | 0.00% | −7,242−68.0% | Reduced |
| Antonetti Capital Management LLC | 3,406 | $42.7K | 0.06% | −41−1.2% | Reduced |
| MCF Advisors LLC | 3,385 | $42.4K | 0.00% | −981−22.5% | Reduced |
| American State Bank (Iowa) | 3,363 | $42.2K | 0.03% | −139−4.0% | Reduced |
| Center for Financial Planning, Inc. | 3,306 | $41.5K | 0.01% | −258−7.2% | Reduced |
| Motco | 3,103 | $38.9K | 0.00% | +86+2.9% | Added |
| Hartford Financial Management Inc. | 3,100 | $38.9K | 0.01% | +1,377+79.9% | Added |
| Baystate Wealth Management LLC | 3,095 | $38.8K | 0.00% | +114+3.8% | Added |
| Beacon Capital Management, LLC | 3,056 | $38.3K | 0.01% | −10.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 3,000 | $37.6K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,959 | $37.1K | 0.00% | +2,959 | New |
| Piscataqua Savings Bank | 2,940 | $36.9K | 0.03% | −10−0.3% | Reduced |
| Quent Capital, LLC | 2,927 | $36.7K | 0.01% | +150+5.4% | Added |
| Bogart Wealth, LLC | 2,919 | $36.6K | 0.00% | +219+8.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,907 | $36.5K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,894 | $36.3K | 0.00% | −61,291−95.5% | Reduced |
| Shay Capital LLC | 2,880 | $36.1K | 0.01% | +2,880 | New |
| Bangor Savings Bank | 2,868 | $36.0K | 0.00% | −980−25.5% | Reduced |
| Asset Dedication, LLC | 2,911 | $35.0K | 0.00% | +527+22.1% | Added |
| Park Place Capital Corp | 2,756 | $34.6K | 0.01% | +2,159+361.6% | Added |
| China Universal Asset Management Co., Ltd. | 2,749 | $34.5K | 0.01% | +2,014+274.0% | Added |
| Quarry LP | 2,747 | $34.4K | 0.02% | −25,475−90.3% | Reduced |
| Lazard Asset Management LLC | 2,855 | $34.0K | 0.00% | −7,549−72.6% | Reduced |
| FNY Investment Advisers, LLC | 2,727 | $34.0K | 0.04% | +2,487+1,036.3% | Added |
| Archer Investment Corp | 2,705 | $33.9K | 0.01% | +168+6.6% | Added |
| Silvant Capital Management LLC | 2,685 | $33.7K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,662 | $33.4K | 0.01% | −1,005−27.4% | Reduced |
| Washington Trust Advisors, Inc. | 2,660 | $33.4K | 0.00% | −501−15.8% | Reduced |
| Aspire Private Capital, LLC | 2,660 | $33.4K | 0.01% | −45−1.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,630 | $33.0K | 0.01% | −92−3.4% | Reduced |
| Colonial Trust Advisors | 2,626 | $32.9K | 0.00% | −915−25.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,610 | $31.8K | 0.01% | −1,716−39.7% | Reduced |
| Colonial Trust Co | 2,507 | $31.4K | 0.01% | +1,314+110.1% | Added |
| New England Capital Financial Advisors LLC | 2,478 | $31.1K | 0.02% | −387−13.5% | Reduced |
| Hollencrest Capital Management | 2,471 | $31.0K | 0.00% | −48−1.9% | Reduced |
| Cacti Asset Management LLC | 2,419 | $30.3K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,378 | $30.0K | 0.01% | −764−24.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,473 | $30.0K | 0.02% | +475+23.8% | Added |
| ORG Partners LLC | 2,333 | $29.8K | 0.00% | +2,333 | New |
| Capital Advisors, Ltd. LLC | 2,324 | $29.0K | 0.00% | +1,419+156.8% | Added |