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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 2,394 | $26.0K | 0.01% | −662−21.7% | Reduced |
| Asset Dedication, LLC | 2,418 | $26.0K | 0.00% | +39+1.6% | Added |
| New England Capital Financial Advisors LLC | 2,351 | $26.8K | 0.02% | −68−2.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,369 | $27.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2,483 | $27.0K | 0.01% | +1,345+118.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,709 | $27.1K | 0.00% | −217−7.4% | Reduced |
| CoreFirst Bank & Trust | 2,409 | $27.4K | 0.02% | −4,104−63.0% | Reduced |
| Cacti Asset Management LLC | 2,419 | $27.8K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,453 | $27.9K | 0.01% | +2,453 | New |
| Valley National Advisers Inc | 2,471 | $28.0K | 0.00% | +31+1.3% | Added |
| Hollencrest Capital Management | 2,471 | $28.1K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2,476 | $28.2K | 0.01% | +85+3.6% | Added |
| Capital Advisors, Ltd. LLC | 2,592 | $29.0K | 0.00% | +275+11.9% | Added |
| NBT Bank N A | 2,563 | $29.2K | 0.00% | +2,563 | New |
| Aspire Private Capital, LLC | 2,620 | $29.8K | 0.01% | −28−1.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,630 | $30.0K | 0.00% | −889−25.3% | Reduced |
| FSA Wealth Management LLC | 2,680 | $30.0K | 0.01% | +2,680 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,643 | $30.1K | 0.01% | −9−0.3% | Reduced |
| Central Bank & Trust Co | 2,662 | $30.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,685 | $30.6K | 0.00% | −1,081−28.7% | Reduced |
| Cape Investment Advisory, Inc. | 2,696 | $30.7K | 0.02% | −681−20.2% | Reduced |
| Archer Investment Corp | 2,705 | $30.8K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,737 | $31.1K | 0.01% | −1,359−33.2% | Reduced |
| Systematic Alpha Investments, LLC | 2,840 | $32.3K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 2,867 | $32.6K | 0.01% | +2,867 | New |
| Newbridge Financial Services Group, Inc. | 2,872 | $32.7K | 0.02% | −1,173−29.0% | Reduced |
| Clearstead Advisors, LLC | 2,881 | $32.8K | 0.00% | +317+12.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,907 | $33.1K | 0.01% | −650−18.3% | Reduced |
| Caldwell Trust Co | 2,930 | $33.3K | 0.00% | −824−21.9% | Reduced |
| LGT Financial Advisors LLC | 2,958 | $33.7K | 0.04% | −187−5.9% | Reduced |
| MCF Advisors LLC | 2,964 | $33.7K | 0.00% | −421−12.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 3,000 | $34.1K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,057 | $34.8K | 0.01% | −368−10.7% | Reduced |
| FinTrust Capital Advisors, LLC | 3,066 | $34.9K | 0.01% | +1,105+56.3% | Added |
| Rakuten Securities, Inc. | 3,069 | $34.9K | 0.03% | +3,069 | New |
| Clear Point Advisors Inc. | 3,128 | $35.6K | 0.03% | +3,128 | New |
| Center for Financial Planning, Inc. | 3,152 | $35.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,242 | $36.9K | 0.00% | −1,929−37.3% | Reduced |
| JFS Wealth Advisors, LLC | 3,357 | $38.2K | 0.00% | +35+1.1% | Added |
| Nalls Sherbakoff Group, LLC | 3,458 | $39.4K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,475 | $39.5K | 0.01% | −98−2.7% | Reduced |
| Old Second National Bank of Aurora | 3,476 | $39.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,501 | $39.8K | 0.00% | −1,746−33.3% | Reduced |
| Concord Wealth Partners | 3,508 | $39.9K | 0.01% | −2,288−39.5% | Reduced |
| SOA Wealth Advisors, LLC. | 3,522 | $40.1K | 0.01% | −497−12.4% | Reduced |
| CVA Family Office, LLC | 3,523 | $40.1K | 0.01% | +3,523 | New |
| AdvisorNet Financial, Inc | 3,524 | $40.1K | 0.00% | +29+0.8% | Added |
| Baystate Wealth Management LLC | 3,605 | $41.0K | 0.00% | +805+28.7% | Added |
| Brown, Lisle/Cummings, Inc. | 3,703 | $42.1K | 0.02% | +2,051+124.2% | Added |
| Jones Financial Companies LLLP | 3,709 | $42.2K | 0.00% | −234−5.9% | Reduced |
| First Command Advisory Services, Inc. | 3,755 | $42.6K | 0.00% | −90−2.3% | Reduced |
| Tyler-Stone Wealth Management | 3,750 | $42.7K | 0.02% | −6,275−62.6% | Reduced |
| Quent Capital, LLC | 3,800 | $43.2K | 0.01% | −32−0.8% | Reduced |
| Wellington Shields Capital Management, LLC | 3,829 | $43.6K | 0.01% | +40+1.1% | Added |
| Sandy Spring Bank | 3,858 | $43.9K | 0.00% | +152+4.1% | Added |
| Exchange Traded Concepts, LLC | 3,932 | $44.7K | 0.00% | +3,814+3,232.2% | Added |
| Caldwell Sutter Capital, Inc. | 3,941 | $44.8K | 0.02% | −514−11.5% | Reduced |
| Smithfield Trust Co | 4,060 | $45.0K | 0.00% | −1,991−32.9% | Reduced |
| City State Bank | 4,059 | $46.0K | 0.02% | −174−4.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 4,051 | $46.1K | 0.00% | +249+6.5% | Added |
| Glassman Wealth Services | 4,197 | $47.8K | 0.01% | −759−15.3% | Reduced |
| Platinum Investment Management Ltd | 4,201 | $47.8K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,259 | $48.5K | 0.00% | −2,378−35.8% | Reduced |
| Fortis Group Advisors, LLC | 4,301 | $48.9K | 0.01% | +1,954+83.3% | Added |
| GeoWealth Management, LLC | 4,281 | $49.0K | 0.00% | +4,281 | New |
| Larson Financial Group LLC | 4,321 | $49.2K | 0.00% | −925−17.6% | Reduced |
| HBC Financial Services, PLLC | 4,469 | $50.0K | 0.03% | +4,469 | New |
| Carolinas Wealth Consulting LLC | 5,327 | $50.1K | 0.01% | −640−10.7% | Reduced |
| Financial Perspectives, Inc | 4,508 | $51.3K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,722 | $53.7K | 0.01% | +4,319+1,071.7% | Added |
| PFS Partners, LLC | 4,769 | $54.3K | 0.04% | +296+6.6% | Added |
| State Farm Mutual Automobile Insurance Co | 4,838 | $55.1K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 4,932 | $56.1K | 0.01% | −4,150−45.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,951 | $56.3K | 0.01% | +2,057+71.1% | Added |
| Parkside Financial Bank & Trust | 5,042 | $57.4K | 0.01% | −292−5.5% | Reduced |
| Princeton Global Asset Management LLC | 5,226 | $59.5K | 0.01% | +241+4.8% | Added |
| Key Financial Inc | 5,246 | $59.7K | 0.02% | −138−2.6% | Reduced |
| Bokf, NA | 5,256 | $59.8K | 0.00% | −7,890−60.0% | Reduced |
| American National Bank | 5,299 | $60.3K | 0.01% | −525−9.0% | Reduced |
| Deseret Mutual Benefit Administrators | 5,420 | $61.7K | 0.04% | −2,339−30.1% | Reduced |
| St Germain D J Co Inc | 5,458 | $62.1K | 0.00% | −229−4.0% | Reduced |
| Vestor Capital, LLC | 5,638 | $64.0K | 0.01% | −595−9.5% | Reduced |
| Scarborough Advisors, LLC | 5,856 | $66.6K | 0.01% | +5,856 | New |
| Ronald Blue Trust, Inc. | 6,254 | $68.0K | 0.00% | +1,076+20.8% | Added |
| Truvestments Capital LLC | 6,068 | $69.1K | 0.03% | −61−1.0% | Reduced |
| Private Trust Co NA | 6,114 | $69.6K | 0.01% | −578−8.6% | Reduced |
| AlphaCentric Advisors LLC | 6,154 | $70.0K | 0.05% | +6,154 | New |
| HM Payson & Co | 6,176 | $70.3K | 0.00% | −4,608−42.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,224 | $70.8K | 0.01% | −4,785−43.5% | Reduced |
| Proequities, Inc. | 6,301 | $71.7K | 0.01% | −1,041−14.2% | Reduced |
| Investors Research Corp | 6,420 | $73.1K | 0.02% | −3,416−34.7% | Reduced |
| Johnson Financial Group, Inc. | 6,554 | $74.6K | 0.00% | +6,517+17,613.5% | Added |
| Cambridge Trust Co | 6,593 | $75.0K | 0.00% | −998−13.1% | Reduced |
| Quadrant Capital Group LLC | 6,739 | $76.7K | 0.01% | −3,656−35.2% | Reduced |
| Pingora Partners LLC | 6,835 | $77.8K | 0.07% | +6,835 | New |
| Alta Advisers Ltd | 6,900 | $78.5K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,146 | $80.0K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,091 | $80.7K | 0.01% | +30+0.4% | Added |
| BNP Paribas Arbitrage, SA | 7,389 | $84.1K | 0.00% | +7,389 | New |
| TCTC Holdings, LLC | 7,449 | $84.8K | 0.00% | −224−2.9% | Reduced |