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 |
|---|---|---|---|---|---|
| Garden State Investment Advisory Services LLC | 13,053 | $163.7K | 0.07% | −615−4.5% | Reduced |
| Apexium Financial, LP | 13,019 | $163.3K | 0.01% | 00.0% | Unchanged |
| Everett Harris & Co | 12,974 | $162.7K | 0.00% | −26,075−66.8% | Reduced |
| Conning Inc. | 12,904 | $161.8K | 0.01% | −2,099−14.0% | Reduced |
| Flagship Harbor Advisors, LLC | 12,888 | $161.6K | 0.01% | +2,398+22.9% | Added |
| Main Street Financial Solutions, LLC | 12,870 | $161.4K | 0.02% | −338−2.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 12,829 | $160.9K | 0.09% | −537−4.0% | Reduced |
| Optimum Investment Advisors | 12,762 | $160.0K | 0.08% | +371+3.0% | Added |
| Venture Visionary Partners LLC | 12,693 | $159.2K | 0.01% | −575−4.3% | Reduced |
| Altfest L J & Co Inc | 12,686 | $159.0K | 0.02% | −228−1.8% | Reduced |
| Koshinski Asset Management, Inc. | 12,674 | $158.9K | 0.02% | −2,347−15.6% | Reduced |
| Cutler Capital Management, LLC | 12,649 | $158.6K | 0.07% | +326+2.6% | Added |
| Coastwise Capital Group, LLC | 12,566 | $157.6K | 0.18% | −857−6.4% | Reduced |
| Wedmont Private Capital | 12,677 | $157.2K | 0.02% | −3,484−21.6% | Reduced |
| Fulton Bank, N.A. | 12,523 | $157.0K | 0.01% | +12,523 | New |
| Pacific Center for Financial Services | 12,496 | $156.7K | 0.05% | +920+7.9% | Added |
| Hoylecohen, LLC | 12,471 | $156.4K | 0.01% | −27−0.2% | Reduced |
| PFG Investments, LLC | 12,447 | $156.1K | 0.03% | −2,411−16.2% | Reduced |
| TownSquare Capital, LLC | 12,431 | $155.9K | 0.00% | +12,431 | New |
| Northern Oak Wealth Management Inc | 12,415 | $155.7K | 0.02% | +1,678+15.6% | Added |
| ProVise Management Group, LLC | 12,396 | $155.4K | 0.01% | −165−1.3% | Reduced |
| BDO Wealth Advisors, LLC | 12,356 | $154.9K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 12,317 | $154.5K | 0.00% | −566−4.4% | Reduced |
| Sendero Wealth Management, LLC | 12,299 | $154.2K | 0.03% | +124+1.0% | Added |
| Quantinno Capital Management LP | 12,291 | $154.0K | 0.01% | −41,103−77.0% | Reduced |
| Lakeview Capital Partners, LLC | 12,134 | $152.2K | 0.03% | +1,204+11.0% | Added |
| Transcend Wealth Collective, LLC | 12,129 | $152.1K | 0.01% | −4,676−27.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 12,117 | $151.9K | 0.02% | −178−1.4% | Reduced |
| Pegasus Partners Ltd. | 12,095 | $151.7K | 0.02% | +12,095 | New |
| Golden State Equity Partners | 12,066 | $151.3K | 0.04% | +12,066 | New |
| Perennial Investment Advisors, LLC | 12,013 | $150.6K | 0.03% | −229−1.9% | Reduced |
| Walker Asset Management, LLC | 11,979 | $150.2K | 0.12% | −222−1.8% | Reduced |
| Harvest Fund Management Co., Ltd | 12,007 | $150.0K | 0.03% | −5,388−31.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 11,840 | $148.5K | 0.01% | +11,840 | New |
| Financial Engines Advisors L.L.C. | 11,827 | $148.3K | 0.00% | −2,615−18.1% | Reduced |
| Annex Advisory Services, LLC | 11,672 | $146.4K | 0.01% | −750−6.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,644 | $146.0K | 0.01% | −3,721−24.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 11,627 | $145.8K | 0.03% | −1,230−9.6% | Reduced |
| Silverlake Wealth Management LLC | 11,624 | $145.8K | 0.08% | −492−4.1% | Reduced |
| Summit Financial, LLC | 11,589 | $145.3K | 0.01% | +325+2.9% | Added |
| Axxcess Wealth Management, LLC | 11,576 | $145.2K | 0.01% | −1,908−14.2% | Reduced |
| First Interstate Bank | 11,534 | $144.6K | 0.01% | −598−4.9% | Reduced |
| Wrapmanager Inc | 11,477 | $143.9K | 0.04% | −1,052−8.4% | Reduced |
| North Star Investment Management Corp. | 11,451 | $143.6K | 0.01% | −759−6.2% | Reduced |
| Good Life Advisors, LLC | 11,444 | $143.5K | 0.02% | +1,295+12.8% | Added |
| Beacon Financial Advisory LLC | 11,422 | $143.2K | 0.08% | +673+6.3% | Added |
| Hancock Whitney Corp | 11,486 | $143.0K | 0.01% | −457−3.8% | Reduced |
| Tompkins Financial Corp | 11,387 | $142.8K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,264 | $141.2K | 0.00% | −950−7.8% | Reduced |
| Kanawha Capital Management LLC | 11,211 | $140.6K | 0.01% | −705−5.9% | Reduced |
| Anchor Investment Management, LLC | 11,188 | $140.3K | 0.02% | −418−3.6% | Reduced |
| Quadrant Capital Group LLC | 11,165 | $140.0K | 0.01% | −6,044−35.1% | Reduced |
| Kempner Capital Management Inc. | 11,175 | $140.0K | 0.09% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 11,128 | $139.5K | 0.00% | +177+1.6% | Added |
| Act Wealth Management, LLC | 11,110 | $139.3K | 0.08% | +11,110 | New |
| Dakota Wealth Management | 11,027 | $138.3K | 0.01% | +11,027 | New |
| Convergence Investment Partners, LLC | 10,975 | $138.0K | 0.08% | −176−1.6% | Reduced |
| Gables Capital Management Inc. | 10,925 | $137.0K | 0.09% | +42+0.4% | Added |
| Advisory Alpha, LLC | 10,840 | $135.9K | 0.01% | +10,840 | New |
| Associated Banc-Corp | 10,811 | $135.6K | 0.01% | −354−3.2% | Reduced |
| Stock Yards Bank & Trust Co | 10,801 | $135.4K | 0.00% | −4,186−27.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,792 | $135.3K | 0.02% | −935−8.0% | Reduced |
| Searle & Co. | 10,350 | $135.3K | 0.04% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 10,781 | $135.2K | 0.02% | −305−2.8% | Reduced |
| Holderness Investments Co | 10,742 | $134.7K | 0.05% | −601−5.3% | Reduced |
| Legacy Financial Advisors, Inc. | 10,702 | $134.2K | 0.03% | −2,428−18.5% | Reduced |
| Aptus Capital Advisors, LLC | 10,687 | $134.0K | 0.00% | +10,687 | New |
| McDonald Partners LLC | 10,672 | $133.8K | 0.04% | −2,060−16.2% | Reduced |
| Consolidated Portfolio Review Corp | 10,627 | $133.3K | 0.03% | −281−2.6% | Reduced |
| First National Bank | 10,586 | $132.7K | 0.11% | −24−0.2% | Reduced |
| Fort Sheridan Advisors LLC | 10,580 | $132.7K | 0.03% | +10,580 | New |
| Capital Markets Trading UK LLP | 10,500 | $132.0K | 0.10% | −2,250−17.6% | Reduced |
| CoreCap Advisors, LLC | 10,502 | $131.7K | 0.01% | +10,502 | New |
| CX Institutional | 10,481 | $131.4K | 0.01% | +10,481 | New |
| Montag A & Associates Inc | 10,439 | $130.9K | 0.01% | −10,923−51.1% | Reduced |
| Dorchester Wealth Management Co | 10,431 | $130.8K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 10,431 | $130.8K | 0.02% | +330+3.3% | Added |
| Covestor Ltd | 10,413 | $130.0K | 0.10% | +31+0.3% | Added |
| Financial Advocates Investment Management | 10,348 | $129.8K | 0.01% | −498−4.6% | Reduced |
| NTV Asset Management LLC | 10,313 | $129.3K | 0.02% | −1,509−12.8% | Reduced |
| Evergreen Capital Management LLC | 10,286 | $129.0K | 0.01% | −210−2.0% | Reduced |
| Foundations Investment Advisors, LLC | 10,264 | $128.7K | 0.00% | +10,264 | New |
| Contravisory Investment Management, Inc. | 10,224 | $128.2K | 0.03% | +10,150+13,716.2% | Added |
| Deseret Mutual Benefit Administrators | 10,150 | $127.3K | 0.05% | −1,221−10.7% | Reduced |
| Fee-Only Financial Planning, L.C. | 10,138 | $127.1K | 0.10% | −27−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 10,088 | $126.5K | 0.01% | +34+0.3% | Added |
| Investors Research Corp | 9,840 | $123.4K | 0.03% | +40.0% | Added |
| Tyler-Stone Wealth Management | 9,821 | $123.0K | 0.07% | +9,821 | New |
| Washington Trust Co | 9,467 | $118.7K | 0.01% | −8,291−46.7% | Reduced |
| Parallel Advisors, LLC | 9,452 | $118.5K | 0.00% | −501−5.0% | Reduced |
| Hexagon Capital Partners LLC | 9,145 | $114.7K | 0.03% | −119−1.3% | Reduced |
| Credit Agricole S A | 9,050 | $113.5K | 0.00% | +4,162+85.1% | Added |
| Farther Finance Advisors, LLC | 8,653 | $108.5K | 0.02% | −7,076−45.0% | Reduced |
| TCTC Holdings, LLC | 8,605 | $107.9K | 0.00% | −4,449−34.1% | Reduced |
| St Germain D J Co Inc | 8,360 | $104.8K | 0.01% | +8,360 | New |
| Estabrook Capital Management | 7,873 | $98.7K | 0.02% | −74−0.9% | Reduced |
| Vestor Capital, LLC | 7,666 | $96.0K | 0.01% | −136,731−94.7% | Reduced |
| Hantz Financial Services, Inc. | 7,646 | $96.0K | 0.00% | −348−4.4% | Reduced |
| Armstrong Advisory Group, Inc | 7,385 | $92.6K | 0.01% | +96+1.3% | Added |
| Western Pacific Wealth Management, LP | 7,348 | $92.1K | 0.07% | −121−1.6% | Reduced |