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 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 747 | $8.50K | 0.01% | +747 | New |
| Zions Bancorporation, N.A. | 756 | $8.60K | 0.00% | −549−42.1% | Reduced |
| Addison Advisors LLC | 756 | $8.60K | 0.00% | +72+10.5% | Added |
| Old Point Trust & Financial Services N A | 762 | $8.67K | 0.00% | +762 | New |
| Plante Moran Financial Advisors, LLC | 766 | $8.72K | 0.00% | −288−27.3% | Reduced |
| Tennessee Valley Asset Management Partners | 776 | $8.83K | 0.00% | +776 | New |
| Coppell Advisory Solutions LLC | 780 | $8.88K | 0.00% | −65−7.7% | Reduced |
| Venturi Wealth Management, LLC | 790 | $8.99K | 0.00% | +216+37.6% | Added |
| Capital Analysts, LLC | 788 | $9.00K | 0.00% | −789−50.0% | Reduced |
| Able Wealth Management LLC | 800 | $9.10K | 0.01% | +800 | New |
| Carmichael Hill & Associates, Inc. | 806 | $9.17K | 0.00% | −417−34.1% | Reduced |
| Livelsberger Financial Advisory | 812 | $9.24K | 0.01% | +812 | New |
| Sachetta, LLC | 813 | $9.25K | 0.00% | +813 | New |
| Versant Capital Management, Inc | 829 | $9.43K | 0.00% | +1+0.1% | Added |
| FSC Wealth Advisors, LLC | 829 | $9.43K | 0.01% | +90+12.2% | Added |
| Global Wealth Strategies & Associates | 838 | $9.54K | 0.00% | −16−1.9% | Reduced |
| RFP Financial Group LLC | 846 | $9.63K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 847 | $9.64K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 862 | $9.81K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 863 | $9.82K | 0.01% | −60−6.5% | Reduced |
| Bell Investment Advisors, Inc | 870 | $9.90K | 0.00% | −118−11.9% | Reduced |
| Banque Cantonale Vaudoise | 839 | $10.0K | 0.00% | −29,195−97.2% | Reduced |
| AlphaMark Advisors, LLC | 882 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 864 | $10.0K | 0.00% | +22+2.6% | Added |
| Long Island Wealth Management, Inc. | 886 | $10.0K | 0.01% | +886 | New |
| DiNuzzo Private Wealth, Inc. | 881 | $10.0K | 0.00% | +881 | New |
| Piscataqua Savings Bank | 884 | $10.1K | 0.01% | −2,046−69.8% | Reduced |
| Global Financial Private Client, LLC | 884 | $10.1K | 0.00% | −241−21.4% | Reduced |
| Centennial Bank | 891 | $10.1K | 0.01% | −386−30.2% | Reduced |
| Paradigm Asset Management Co LLC | 900 | $10.2K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 907 | $10.3K | 0.00% | +907 | New |
| TD Capital Management LLC | 923 | $10.5K | 0.00% | −365−28.3% | Reduced |
| Field & Main Bank | 926 | $10.5K | 0.00% | −807−46.6% | Reduced |
| Cranbrook Wealth Management, LLC | 937 | $10.7K | 0.00% | −483−34.0% | Reduced |
| Hallmark Capital Management Inc | 962 | $10.9K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 958 | $11.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 976 | $11.1K | 0.00% | −329−25.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 990 | $11.3K | 0.00% | −198−16.7% | Reduced |
| Laffer Tengler Investments | 1,002 | $11.4K | 0.00% | −313−23.8% | Reduced |
| Horizon Bancorp Inc | 1,040 | $12.0K | 0.01% | +439+73.0% | Added |
| Bray Capital Advisors | 1,075 | $12.2K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,088 | $12.4K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,097 | $12.5K | 0.00% | −24−2.1% | Reduced |
| Creative Financial Designs Inc | 1,104 | $12.6K | 0.00% | −630−36.3% | Reduced |
| Sittner & Nelson, LLC | 1,104 | $12.6K | 0.01% | −120−9.8% | Reduced |
| Strategic Investment Solutions, Inc. | 1,106 | $12.6K | 0.00% | −68,509−98.4% | Reduced |
| Rockbridge Investment Management, LCC | 1,108 | $12.6K | 0.00% | +1,108 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,124 | $12.8K | 0.01% | +1,124 | New |
| First United Bank Trust | 1,126 | $12.8K | 0.01% | +1,126 | New |
| Montag A & Associates Inc | 1,137 | $12.9K | 0.00% | +900+379.7% | Added |
| Tradition Wealth Management, LLC | 1,143 | $13.0K | 0.00% | −20−1.7% | Reduced |
| CKW Financial Group | 1,142 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,170 | $13.3K | 0.00% | −63−5.1% | Reduced |
| Webster Bank, N. A. | 1,185 | $13.5K | 0.00% | −101−7.9% | Reduced |
| Signature Resources Capital Management, LLC | 1,209 | $13.8K | 0.01% | +1,209 | New |
| Citizens National Bank Trust Department | 1,217 | $13.9K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,277 | $14.5K | 0.01% | +1,277 | New |
| JCIC Asset Management Inc. | 1,297 | $14.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,311 | $14.9K | 0.00% | −1,315−50.1% | Reduced |
| Planning Capital Management Corp | 1,312 | $14.9K | 0.01% | +1,312 | New |
| S.A. Mason LLC | 1,348 | $15.3K | 0.01% | −133−9.0% | Reduced |
| ICA Group Wealth Management, LLC | 1,370 | $15.6K | 0.00% | +1,370 | New |
| Country Trust Bank | 1,393 | $15.9K | 0.00% | −921−39.8% | Reduced |
| Financial Management Professionals, Inc. | 1,426 | $16.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,420 | $16.2K | 0.00% | −108−7.1% | Reduced |
| Private Wealth Management Group, LLC | 1,426 | $16.2K | 0.01% | +1,426 | New |
| Westside Investment Management, Inc. | 1,447 | $16.5K | 0.00% | −27−1.8% | Reduced |
| Duncker Streett & Co Inc | 1,479 | $16.8K | 0.00% | −120−7.5% | Reduced |
| Barrett & Company, Inc. | 1,507 | $17.1K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,519 | $17.3K | 0.03% | −393−20.6% | Reduced |
| Naples Money Management LLC | 1,524 | $17.3K | 0.02% | +1,524 | New |
| Godsey & Gibb Associates | 1,532 | $17.4K | 0.00% | +1,532 | New |
| Twin Lakes Capital Management, LLC | 1,553 | $17.7K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,572 | $17.9K | 0.01% | +1,572 | New |
| Assetmark, Inc | 1,573 | $17.9K | 0.00% | +7+0.4% | Added |
| Baldwin Brothers Inc | 1,604 | $18.3K | 0.00% | −93−5.5% | Reduced |
| Bangor Savings Bank | 1,676 | $19.1K | 0.00% | −755−31.1% | Reduced |
| Northwest Capital Management Inc | 1,692 | $19.3K | 0.01% | −271−13.8% | Reduced |
| Hartford Financial Management Inc. | 1,723 | $19.6K | 0.00% | −1,377−44.4% | Reduced |
| MV Capital Management, Inc. | 1,742 | $19.8K | 0.00% | −90−4.9% | Reduced |
| TSFG, LLC | 1,720 | $20.0K | 0.01% | −499−22.5% | Reduced |
| GHP Investment Advisors, Inc. | 1,759 | $20.0K | 0.00% | −2,226−55.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,764 | $20.1K | 0.00% | −44−2.4% | Reduced |
| CNB Bank | 1,776 | $20.2K | 0.01% | −200−10.1% | Reduced |
| Community Bank, N.A. | 1,777 | $20.2K | 0.00% | +181+11.3% | Added |
| Glen Eagle Advisors, LLC | 1,781 | $20.3K | 0.00% | +13+0.7% | Added |
| Impact Partnership Wealth, LLC | 1,822 | $20.7K | 0.01% | −96−5.0% | Reduced |
| Kelly Financial Services LLC | 1,849 | $21.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,862 | $21.2K | 0.00% | −800−30.1% | Reduced |
| American State Bank (Iowa) | 1,925 | $21.9K | 0.01% | −1,269−39.7% | Reduced |
| Tortoise Investment Management, LLC | 1,932 | $22.0K | 0.00% | −108−5.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,056 | $22.0K | 0.01% | −361−14.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,951 | $22.0K | 0.01% | +28+1.5% | Added |
| Wetzel Investment Advisors, Inc. | 2,031 | $23.0K | 0.01% | +2,031 | New |
| Peoples Bank | 2,136 | $24.3K | 0.02% | −394−15.6% | Reduced |
| Peoples Financial Services Corp. | 2,153 | $24.5K | 0.01% | −73−3.3% | Reduced |
| ORG Partners LLC | 2,183 | $24.8K | 0.00% | −81−3.6% | Reduced |
| Ofi Invest Asset Management | 2,461 | $25.4K | 0.00% | +137+5.9% | Added |
| Washington Trust Advisors, Inc. | 2,228 | $25.4K | 0.00% | −293−11.6% | Reduced |
| Salomon & Ludwin, LLC | 2,337 | $25.4K | 0.00% | 00.0% | Unchanged |