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, Q4 2023
Institutional positions in Warner Bros. Discovery, Inc. as of Dec 31, 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
- 1,262
- +45 vs. Q3 2023
- Shares held
- 1.46B
- +12.0M (+0.8%) vs. Q3 2023
- Total value
- $16.6B
- +$890.2M (+5.7%) vs. Q3 2023
- New holders
- 168
- 359 more added
- Sold out
- 123
- 563 more reduced
17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Warner Bros. Discovery, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JTC Employer Solutions Trusteee Ltd | 169 | $2.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 180 | $2.05K | 0.00% | −93−34.1% | Reduced |
| Dunhill Financial, LLC | 181 | $2.06K | 0.00% | +181 | New |
| Atlas Capital Advisors LLC | 194 | $2.21K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 197 | $2.24K | 0.00% | +197 | New |
| Insight Financial Services | 205 | $2.33K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 242 | $2.37K | 0.00% | +242 | New |
| Annapolis Financial Services, LLC | 223 | $2.54K | 0.00% | −511−69.6% | Reduced |
| Global Trust Asset Management, LLC | 224 | $2.55K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 229 | $2.61K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 231 | $2.63K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 240 | $2.73K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 241 | $2.74K | 0.00% | −32−11.7% | Reduced |
| Miller Wealth Advisors, LLC | 247 | $2.81K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 259 | $2.95K | 0.00% | −10−3.7% | Reduced |
| EMC Capital Management | 225 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 246 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 264 | $3.00K | 0.00% | −101−27.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 265 | $3.02K | 0.00% | +265 | New |
| Glass Jacobson Investment Advisors llc | 272 | $3.10K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 276 | $3.14K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 277 | $3.15K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 279 | $3.17K | 0.00% | +279 | New |
| Wolff Wiese Magana LLC | 279 | $3.18K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 342 | $3.26K | 0.00% | +272+388.6% | Added |
| Bank of New Hampshire | 294 | $3.35K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 296 | $3.37K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 301 | $3.43K | 0.00% | 00.0% | Unchanged |
| Motco | 304 | $3.46K | 0.00% | −32−9.5% | Reduced |
| DAGCO, Inc. | 330 | $3.75K | 0.00% | +330 | New |
| Dynamic Wealth Strategies, LLC | 330 | $3.75K | 0.00% | +330 | New |
| Nemes Rush Group LLC | 331 | $3.77K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 338 | $3.85K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 353 | $4.00K | 0.00% | +102+40.6% | Added |
| Keener Financial Planning LLC | 321 | $4.00K | 0.00% | +321 | New |
| BOK Financial Private Wealth, Inc. | 362 | $4.12K | 0.00% | +362 | New |
| McGlone Suttner Wealth Management, Inc. | 371 | $4.22K | 0.00% | +371 | New |
| Arrow Financial Corp | 382 | $4.35K | 0.00% | −157−29.1% | Reduced |
| Sofos Investments, Inc. | 393 | $4.46K | 0.00% | +68+20.9% | Added |
| Clear Investment Research, LLC | 398 | $4.53K | 0.01% | −3−0.7% | Reduced |
| Avalon Trust Co | 398 | $4.53K | 0.00% | +64+19.2% | Added |
| American Capital Advisory, LLC | 398 | $4.53K | 0.00% | +398 | New |
| Bleichroeder LP | 399 | $4.54K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 409 | $4.65K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 418 | $4.76K | 0.00% | −270−39.2% | Reduced |
| Kozak & Associates, Inc. | 463 | $4.79K | 0.00% | −35−7.0% | Reduced |
| Lee Financial Co | 422 | $4.80K | 0.00% | −215−33.8% | Reduced |
| BKM Wealth Management, LLC | 426 | $4.85K | 0.00% | +426 | New |
| MB, Levis & Associates, LLC | 426 | $4.85K | 0.00% | −352−45.2% | Reduced |
| JJJ Advisors Inc. | 431 | $4.91K | 0.00% | −80−15.7% | Reduced |
| AllSquare Wealth Management LLC | 434 | $4.94K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 435 | $4.95K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 424 | $5.00K | 0.00% | −554−56.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 476 | $5.00K | 0.00% | +73+18.1% | Added |
| Morton Brown Family Wealth, LLC | 440 | $5.01K | 0.00% | +350+388.9% | Added |
| Rocky Mountain Advisers, LLC | 444 | $5.05K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 446 | $5.08K | 0.00% | +24+5.7% | Added |
| First Community Trust NA | 448 | $5.10K | 0.01% | −5,236−92.1% | Reduced |
| Maryland Capital Advisors Inc. | 460 | $5.24K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 463 | $5.27K | 0.00% | −1,272−73.3% | Reduced |
| SJS Investment Consulting Inc. | 481 | $5.47K | 0.00% | +20+4.3% | Added |
| Ramirez Asset Management, Inc. | 483 | $5.50K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 485 | $5.52K | 0.00% | −8−1.6% | Reduced |
| Tucker Asset Management LLC | 486 | $5.53K | 0.00% | +390+406.3% | Added |
| Halpern Financial, Inc. | 498 | $5.63K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 498 | $5.67K | 0.00% | −3,179−86.5% | Reduced |
| First Financial Corp | 500 | $5.69K | 0.00% | −3,029−85.8% | Reduced |
| Raleigh Capital Management Inc. | 511 | $5.82K | 0.00% | +105+25.9% | Added |
| Transcendent Capital Group LLC | 523 | $5.95K | 0.00% | +523 | New |
| Abound Wealth Management | 526 | $5.99K | 0.00% | +161+44.1% | Added |
| Cypress Capital Management LLC (WY) | 527 | $6.00K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 529 | $6.02K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 530 | $6.03K | 0.00% | +72+15.7% | Added |
| Chesapeake Asset Management LLC | 533 | $6.07K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 544 | $6.19K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 551 | $6.27K | 0.00% | −1,407−71.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 551 | $6.27K | 0.00% | −154−21.8% | Reduced |
| IAG Wealth Partners, LLC | 554 | $6.30K | 0.00% | +446+413.0% | Added |
| Stephens Consulting, LLC | 561 | $6.38K | 0.00% | −23−3.9% | Reduced |
| CGC Financial Services, LLC | 595 | $6.77K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 603 | $6.86K | 0.00% | +603 | New |
| Heritage Wealth Advisors | 610 | $6.94K | 0.00% | +500+454.5% | Added |
| GoalVest Advisory LLC | 612 | $6.96K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 617 | $7.02K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 618 | $7.03K | 0.00% | −201−24.5% | Reduced |
| Advisors Preferred, LLC | 619 | $7.22K | 0.00% | +119+23.8% | Added |
| First Personal Financial Services | 645 | $7.34K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 674 | $7.67K | 0.00% | +674 | New |
| Financial Avengers, Inc. | 683 | $7.77K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 735 | $7.77K | 0.00% | +735 | New |
| POM Investment Strategies, LLC | 688 | $7.83K | 0.01% | +688 | New |
| Spotlight Asset Group, Inc. | 725 | $7.87K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 700 | $7.97K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 713 | $8.11K | 0.00% | −19−2.6% | Reduced |
| Pflug Koory, LLC | 717 | $8.16K | 0.00% | −30−4.0% | Reduced |
| Rise Advisors, LLC | 730 | $8.31K | 0.01% | −523−41.7% | Reduced |
| FWL Investment Management, LLC | 731 | $8.32K | 0.00% | +731 | New |
| Frazier Financial Advisors, LLC | 736 | $8.38K | 0.01% | +736 | New |
| Kayne Anderson Rudnick Investment Management LLC | 744 | $8.47K | 0.00% | +179+31.7% | Added |
| Northwest Financial Advisors | 747 | $8.50K | 0.01% | +747 | New |