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, 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 | 1,317 | $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, 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 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 28,351 | $307.9K | 0.10% | −8,482−23.0% | Reduced |
| National Bank of Canada | 29,318 | $307.6K | 0.00% | −3,786−11.4% | Reduced |
| Satovsky Asset Management LLC | 28,298 | $307.3K | 0.10% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 28,208 | $306.3K | 0.02% | −1,901−6.3% | Reduced |
| Independent Advisor Alliance | 28,188 | $306.1K | 0.01% | −2,250−7.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 28,147 | $305.7K | 0.00% | −13,971−33.2% | Reduced |
| Kingsview Wealth Management, LLC | 28,113 | $305.3K | 0.01% | −3,608−11.4% | Reduced |
| Intact Investment Management Inc. | 28,100 | $305.2K | 0.01% | +28,100 | New |
| Everence Capital Management Inc | 27,797 | $302.0K | 0.02% | −60,650−68.6% | Reduced |
| Harrington Investments, INC | 27,472 | $298.3K | 0.21% | +1,500+5.8% | Added |
| Nicholas Hoffman & Company, LLC. | 27,404 | $297.6K | 0.02% | −2,454−8.2% | Reduced |
| Cynosure Management, LLC | 27,357 | $297.1K | 0.09% | −281−1.0% | Reduced |
| Moneta Group Investment Advisors LLC | 27,319 | $296.7K | 0.01% | −6,301−18.7% | Reduced |
| Bard Financial Services, Inc. | 27,185 | $295.2K | 0.04% | +5,685+26.4% | Added |
| Prime Capital Investment Advisors, LLC | 27,184 | $295.2K | 0.01% | −1,504−5.2% | Reduced |
| Apollon Wealth Management, LLC | 27,018 | $293.4K | 0.01% | −11,795−30.4% | Reduced |
| Valeo Financial Advisors, LLC | 26,841 | $291.5K | 0.01% | −1,594−5.6% | Reduced |
| Millennium Capital Advisors, LLC | 26,788 | $290.9K | 0.25% | −716−2.6% | Reduced |
| Advance Capital Management, Inc. | 26,757 | $290.6K | 0.03% | −2,875−9.7% | Reduced |
| Plancorp, LLC | 26,634 | $289.2K | 0.02% | −1,997−7.0% | Reduced |
| Brookstone Capital Management | 27,761 | $288.4K | 0.01% | −1,123−3.9% | Reduced |
| Gator Capital Management, LLC | 26,500 | $287.8K | 0.20% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 26,455 | $287.0K | 0.02% | +3,962+17.6% | Added |
| Fortis Advisors, LLC | 26,275 | $285.3K | 0.21% | 00.0% | Unchanged |
| Corton Capital Inc. | 26,193 | $284.5K | 0.14% | +26,193 | New |
| We Are One Seven, LLC | 26,166 | $284.2K | 0.02% | −4,190−13.8% | Reduced |
| Trust Asset Management LLC | 25,966 | $282.0K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 25,614 | $278.2K | 0.01% | +2,770+12.1% | Added |
| Mayflower Financial Advisors, LLC | 25,294 | $274.7K | 0.04% | −2,140−7.8% | Reduced |
| Next Level Private LLC | 25,691 | $270.0K | 0.18% | −45−0.2% | Reduced |
| Wealth Alliance | 24,701 | $268.3K | 0.04% | −653−2.6% | Reduced |
| J.W. Cole Advisors, Inc. | 24,140 | $262.2K | 0.02% | −738−3.0% | Reduced |
| Personal Cfo Solutions, LLC | 24,018 | $260.8K | 0.05% | +523+2.2% | Added |
| Wetherby Asset Management Inc | 23,994 | $260.6K | 0.01% | +950+4.1% | Added |
| Cigna Investments Inc | 23,811 | $259.0K | 0.06% | −3,002−11.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 23,794 | $258.4K | 0.12% | −37,299−61.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 23,716 | $257.6K | 0.03% | +5,370+29.3% | Added |
| Symmetry Partners, LLC | 23,377 | $254.0K | 0.01% | −2,535−9.8% | Reduced |
| Gagnon Securities LLC | 23,320 | $253.3K | 0.06% | −217−0.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 23,304 | $253.1K | 0.00% | −626−2.6% | Reduced |
| Bartlett & Co. LLC | 23,304 | $253.0K | 0.00% | −626−2.6% | Reduced |
| Wade G W & Inc | 23,325 | $253.0K | 0.01% | −259−1.1% | Reduced |
| Reliant Investment Management, LLC | 23,286 | $252.9K | 0.15% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 23,022 | $250.0K | 0.15% | +1,259+5.8% | Added |
| Northwest Investment Counselors, LLC | 22,795 | $247.6K | 0.07% | −21,392−48.4% | Reduced |
| Wealthspire Advisors, LLC | 22,678 | $246.3K | 0.00% | +4,521+24.9% | Added |
| Warren Averett Asset Management, LLC | 22,451 | $243.8K | 0.01% | −132−0.6% | Reduced |
| Boston Private Wealth LLC | 22,350 | $242.7K | 0.01% | −5,577−20.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 22,253 | $241.7K | 0.11% | −57−0.3% | Reduced |
| North Star Asset Management Inc | 22,093 | $239.9K | 0.01% | −3,710−14.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 22,058 | $239.6K | 0.00% | +272+1.2% | Added |
| Aptus Capital Advisors, LLC | 21,948 | $238.4K | 0.01% | +11,261+105.4% | Added |
| Merit Financial Group, LLC | 21,691 | $235.6K | 0.01% | −2,071−8.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 21,688 | $235.5K | 0.03% | +5,124+30.9% | Added |
| Equitable Holdings, Inc. | 21,472 | $233.2K | 0.00% | +541+2.6% | Added |
| Argyle Capital Management Inc. | 21,444 | $232.9K | 0.09% | −267−1.2% | Reduced |
| Busey Wealth Management | 21,223 | $230.5K | 0.01% | −6,379−23.1% | Reduced |
| Institute for Wealth Management, LLC. | 21,184 | $230.1K | 0.04% | −166−0.8% | Reduced |
| Diligent Investors, LLC | 20,914 | $227.1K | 0.07% | −2,557−10.9% | Reduced |
| Johnson Investment Counsel Inc | 20,781 | $225.7K | 0.00% | +4,120+24.7% | Added |
| Advisory Alpha, LLC | 20,725 | $225.1K | 0.01% | +9,885+91.2% | Added |
| Delta Financial Group, Inc. | 20,517 | $223.0K | 0.08% | +20,517 | New |
| Integrated Advisors Network LLC | 20,441 | $222.0K | 0.01% | +2,224+12.2% | Added |
| Founders Financial Alliance, LLC | 20,437 | $221.9K | 0.10% | −1,788−8.0% | Reduced |
| Financial Engines Advisors L.L.C. | 20,219 | $219.6K | 0.00% | +8,392+71.0% | Added |
| Aull & Monroe Investment Management Corp | 20,163 | $219.0K | 0.11% | −534−2.6% | Reduced |
| Intech Investment Management LLC | 20,140 | $218.7K | 0.00% | −25,846−56.2% | Reduced |
| Northern Oak Wealth Management Inc | 20,137 | $218.7K | 0.03% | +7,722+62.2% | Added |
| Burney Co | 20,117 | $218.5K | 0.01% | +698+3.6% | Added |
| MidWestOne Financial Group, Inc. | 20,089 | $218.2K | 0.05% | −276−1.4% | Reduced |
| Elkhorn Partners Limited Partnership | 20,100 | $218.0K | 0.14% | 00.0% | Unchanged |
| Holistic Financial Partners | 20,068 | $217.9K | 0.14% | +266+1.3% | Added |
| Edgewood Management LLC | 20,000 | $217.2K | 0.00% | −725−3.5% | Reduced |
| Retirement Group, LLC | 19,951 | $216.7K | 0.09% | −2,559−11.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 19,885 | $216.0K | 0.08% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 20,152 | $214.6K | 0.04% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 19,731 | $214.3K | 0.06% | −579−2.9% | Reduced |
| 180 Wealth Advisors, LLC | 19,713 | $214.1K | 0.05% | −9,664−32.9% | Reduced |
| Harvest Fund Management Co., Ltd | 19,709 | $214.0K | 0.04% | +7,702+64.1% | Added |
| Alyeska Investment Group, L.P. | 19,600 | $212.9K | 0.00% | −1,380,400−98.6% | Reduced |
| Fox Run Management, L.L.C. | 19,567 | $212.5K | 0.06% | +19,567 | New |
| Sheaff Brock Investment Advisors, LLC | 19,445 | $211.2K | 0.02% | −100−0.5% | Reduced |
| Daymark Wealth Partners, LLC | 19,380 | $210.5K | 0.01% | −5,337−21.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 19,348 | $210.1K | 0.01% | +13,505+231.1% | Added |
| Empowered Funds, LLC | 19,211 | $208.6K | 0.01% | +3,433+21.8% | Added |
| Rathbone Brothers plc | 19,099 | $207.4K | 0.00% | +1,642+9.4% | Added |
| Sonora Investment Management Group, LLC | 18,951 | $205.8K | 0.02% | +18,951 | New |
| Algert Global LLC | 18,915 | $205.4K | 0.01% | −14,385−43.2% | Reduced |
| Sigma Planning Corp | 18,845 | $204.7K | 0.01% | −7,974−29.7% | Reduced |
| Cornerstone Wealth Management, LLC | 18,808 | $204.2K | 0.02% | −829−4.2% | Reduced |
| CIBC World Markets Inc. | 18,796 | $204.0K | 0.00% | −977−4.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 18,586 | $201.8K | 0.06% | +431+2.4% | Added |
| Sunbelt Securities, Inc. | 18,335 | $199.1K | 0.03% | −1,443−7.3% | Reduced |
| Brinker Capital Investments, LLC | 18,284 | $198.6K | 0.00% | −651−3.4% | Reduced |
| Orion Portfolio Solutions, LLC | 18,284 | $198.6K | 0.00% | −651−3.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 18,121 | $196.8K | 0.02% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,065 | $196.2K | 0.01% | −1,029−5.4% | Reduced |
| DRW Securities, LLC | 18,026 | $196.0K | 0.02% | −4,293−19.2% | Reduced |
| Wealth Management Associates, Inc. | 17,983 | $195.3K | 0.11% | −23−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 17,914 | $194.5K | 0.00% | −2,465−12.1% | Reduced |