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, Q3 2023
Institutional positions in Warner Bros. Discovery, Inc. as of Sep 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
- 1,234
- −29 vs. Q2 2023
- Shares held
- 1.45B
- +12.4M (+0.9%) vs. Q2 2023
- Total value
- $15.8B
- −$2.32B (−12.8%) vs. Q2 2023
- New holders
- 97
- 403 more added
- Sold out
- 126
- 536 more reduced
17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Warner Bros. Discovery, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Luken Investment Analytics, LLC | 276 | $3.00K | 0.00% | −10−3.5% | Reduced |
| Tower View Investment Management & Research LLC | 231 | $3.00K | 0.00% | +228+7,600.0% | Added |
| Sawyer & Company, Inc | 290 | $3.00K | 0.00% | +290 | New |
| HighMark Wealth Management LLC | 277 | $3.01K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 279 | $3.03K | 0.00% | −107−27.7% | Reduced |
| PFG Private Wealth Management, LLC | 284 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 294 | $3.19K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 296 | $3.22K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 301 | $3.27K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 331 | $3.60K | 0.00% | −1,144−77.6% | Reduced |
| Avalon Trust Co | 334 | $3.63K | 0.00% | +334 | New |
| Motco | 336 | $3.65K | 0.00% | −2,767−89.2% | Reduced |
| West Branch Capital LLC | 338 | $3.67K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 365 | $3.96K | 0.00% | −772−67.9% | Reduced |
| Abound Wealth Management | 365 | $3.96K | 0.00% | −3−0.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 403 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 397 | $4.00K | 0.00% | +397 | New |
| Your Advocates Ltd., LLP | 370 | $4.02K | 0.00% | +356+2,542.9% | Added |
| Goodman Advisory Group, LLC | 390 | $4.24K | 0.00% | 00.0% | Unchanged |
| Bleichroeder LP | 399 | $4.33K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 401 | $4.36K | 0.01% | +3+0.8% | Added |
| Manchester Capital Management LLC | 403 | $4.38K | 0.00% | −1,402−77.7% | Reduced |
| Raleigh Capital Management Inc. | 406 | $4.41K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 409 | $4.44K | 0.00% | +59+16.9% | Added |
| Castleview Partners, LLC | 422 | $4.58K | 0.00% | −21−4.7% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 423 | $4.59K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 430 | $4.67K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 434 | $4.71K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 435 | $4.72K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 440 | $4.78K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 444 | $4.82K | 0.00% | −241−35.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 458 | $4.97K | 0.00% | −1,006−68.7% | Reduced |
| Maryland Capital Advisors Inc. | 460 | $5.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 461 | $5.01K | 0.00% | +2+0.4% | Added |
| Kozak & Associates, Inc. | 498 | $5.12K | 0.00% | −44−8.1% | Reduced |
| Ramirez Asset Management, Inc. | 483 | $5.25K | 0.00% | +483 | New |
| Advisors Preferred, LLC | 500 | $5.25K | 0.00% | −748−59.9% | Reduced |
| West Paces Advisors Inc. | 493 | $5.35K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 498 | $5.41K | 0.00% | −4,225−89.5% | Reduced |
| Itau Unibanco Holding S.A. | 505 | $5.48K | 0.00% | −2−0.4% | Reduced |
| JJJ Advisors Inc. | 511 | $5.55K | 0.00% | +61+13.6% | Added |
| Dakota Community Bank & Trust NA | 512 | $5.56K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 527 | $5.72K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 529 | $5.75K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 533 | $5.79K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 539 | $5.85K | 0.00% | +109+25.3% | Added |
| Ritter Daniher Financial Advisory LLC | 544 | $5.91K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 565 | $6.14K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 574 | $6.24K | 0.00% | −93−13.9% | Reduced |
| Stephens Consulting, LLC | 584 | $6.34K | 0.00% | +23+4.1% | Added |
| Tradewinds Capital Management, LLC | 585 | $6.35K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 595 | $6.46K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 612 | $6.65K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 617 | $6.70K | 0.00% | +505+450.9% | Added |
| Lee Financial Co | 637 | $6.92K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 601 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 645 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 683 | $7.42K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 684 | $7.43K | 0.00% | −112−14.1% | Reduced |
| HHM Wealth Advisors, LLC | 688 | $7.47K | 0.00% | +18+2.7% | Added |
| Boit C F David | 715 | $7.51K | 0.01% | −4,685−86.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 700 | $7.60K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 705 | $7.66K | 0.00% | −66−8.6% | Reduced |
| Spotlight Asset Group, Inc. | 725 | $7.87K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 732 | $7.95K | 0.00% | −60−7.6% | Reduced |
| Annapolis Financial Services, LLC | 734 | $7.97K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 845 | $8.01K | 0.00% | +259+44.2% | Added |
| FSC Wealth Advisors, LLC | 739 | $8.03K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 747 | $8.11K | 0.00% | +224+42.8% | Added |
| Sutton Wealth Advisors Inc. | 748 | $8.12K | 0.00% | −64−7.9% | Reduced |
| MB, Levis & Associates, LLC | 778 | $8.45K | 0.01% | −48−5.8% | Reduced |
| Emfo, LLC | 810 | $8.80K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 819 | $8.89K | 0.00% | −1,688−67.3% | Reduced |
| Versant Capital Management, Inc | 828 | $8.99K | 0.00% | −229−21.7% | Reduced |
| GW&K Investment Management, LLC | 842 | $9.00K | 0.00% | +217+34.7% | Added |
| Strengthening Families & Communities, LLC | 855 | $9.00K | 0.00% | +507+145.7% | Added |
| RFP Financial Group LLC | 846 | $9.19K | 0.00% | −725−46.1% | Reduced |
| St. Johns Investment Management Company, LLC | 847 | $9.20K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 854 | $9.27K | 0.00% | −24−2.7% | Reduced |
| Boyd Watterson Asset Management LLC | 862 | $9.36K | 0.00% | −48−5.3% | Reduced |
| Paradigm Asset Management Co LLC | 900 | $9.77K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 901 | $9.79K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 902 | $9.80K | 0.01% | −308−25.5% | Reduced |
| AlphaMark Advisors, LLC | 882 | $10.0K | 0.00% | −1,061−54.6% | Reduced |
| Dividend Assets Capital, LLC | 958 | $10.0K | 0.00% | −331−25.7% | Reduced |
| Bellevue Asset Management, LLC | 923 | $10.0K | 0.01% | −161−14.9% | Reduced |
| Hallmark Capital Management Inc | 962 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 988 | $10.7K | 0.00% | +15+1.5% | Added |
| RVW Wealth, LLC | 993 | $10.8K | 0.00% | +993 | New |
| WFA of San Diego, LLC | 1,003 | $10.9K | 0.01% | +901+883.3% | Added |
| Centerpoint Advisors, LLC | 978 | $11.0K | 0.00% | −654−40.1% | Reduced |
| Riverview Trust Co | 1,018 | $11.1K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,034 | $11.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,049 | $11.4K | 0.01% | −1,698−61.8% | Reduced |
| Flaharty Asset Management, LLC | 1,049 | $11.4K | 0.00% | +1,049 | New |
| Plante Moran Financial Advisors, LLC | 1,054 | $11.4K | 0.00% | +538+104.3% | Added |
| Pacifica Partners Inc. | 1,138 | $11.5K | 0.01% | +1,043+1,097.9% | Added |
| Bray Capital Advisors | 1,075 | $11.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,088 | $11.8K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,125 | $11.8K | 0.01% | −39−3.4% | Reduced |