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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 7,748 | $88.2K | 0.00% | −489−5.9% | Reduced |
| Armstrong Advisory Group, Inc | 8,162 | $92.9K | 0.01% | −68−0.8% | Reduced |
| Farther Finance Advisors, LLC | 8,946 | $101.8K | 0.01% | +380+4.4% | Added |
| Anchor Investment Management, LLC | 9,222 | $104.9K | 0.01% | −908−9.0% | Reduced |
| Optimum Investment Advisors | 9,353 | $106.4K | 0.05% | −3,529−27.4% | Reduced |
| North Star Investment Management Corp. | 9,380 | $106.7K | 0.01% | +151+1.6% | Added |
| Pacific Center for Financial Services | 9,450 | $107.5K | 0.03% | −2,652−21.9% | Reduced |
| Hexagon Capital Partners LLC | 9,746 | $110.9K | 0.03% | +691+7.6% | Added |
| Lindbrook Capital, LLC | 9,888 | $112.5K | 0.01% | +2,196+28.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,016 | $114.0K | 0.01% | +10,016 | New |
| Hantz Financial Services, Inc. | 9,986 | $114.0K | 0.00% | +1,294+14.9% | Added |
| Central Trust Co | 10,022 | $114.1K | 0.00% | −1,908−16.0% | Reduced |
| SageView Advisory Group, LLC | 11,370 | $114.8K | 0.00% | +11,370 | New |
| Octavia Wealth Advisors, LLC | 10,100 | $114.9K | 0.02% | +10,100 | New |
| KPP Advisory Services LLC | 10,118 | $115.1K | 0.10% | −1,513−13.0% | Reduced |
| Penserra Capital Management LLC | 10,285 | $116.0K | 0.00% | −2,150−17.3% | Reduced |
| PFG Investments, LLC | 10,245 | $116.6K | 0.02% | −1,806−15.0% | Reduced |
| Atomi Financial Group, Inc. | 10,256 | $116.7K | 0.02% | +10,256 | New |
| RFG Advisory, LLC | 10,257 | $116.7K | 0.00% | +231+2.3% | Added |
| Perennial Investment Advisors, LLC | 10,307 | $117.3K | 0.02% | −627−5.7% | Reduced |
| First City Capital Management, Inc. | 10,310 | $117.3K | 0.07% | −1,867−15.3% | Reduced |
| Stratos Wealth Advisors, LLC | 10,332 | $117.6K | 0.01% | +327+3.3% | Added |
| Baker Avenue Asset Management, LP | 10,338 | $117.6K | 0.01% | +430+4.3% | Added |
| Western Wealth Management, LLC | 10,375 | $118.1K | 0.01% | −406−3.8% | Reduced |
| Lifeworks Advisors, LLC | 10,381 | $118.1K | 0.04% | −751−6.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 10,391 | $118.3K | 0.12% | −2,997−22.4% | Reduced |
| Lakeview Capital Partners, LLC | 10,401 | $118.4K | 0.02% | +75+0.7% | Added |
| SYSTM Wealth Solutions LLC | 10,403 | $118.4K | 0.02% | +10,403 | New |
| Covestor Ltd | 10,486 | $119.0K | 0.08% | +9+0.1% | Added |
| Silverlake Wealth Management LLC | 10,470 | $119.1K | 0.07% | −426−3.9% | Reduced |
| Dorchester Wealth Management Co | 10,535 | $119.9K | 0.02% | −324−3.0% | Reduced |
| TCI Wealth Advisors, Inc. | 10,535 | $119.9K | 0.01% | +10,535 | New |
| Foundations Investment Advisors, LLC | 11,480 | $120.1K | 0.00% | −1,916−14.3% | Reduced |
| Abn Amro Investment Solutions | 10,562 | $120.2K | 0.00% | +10,562 | New |
| Greenland Capital Management LP | 10,576 | $120.4K | 0.02% | −113,740−91.5% | Reduced |
| Csenge Advisory Group | 10,579 | $120.4K | 0.01% | −2,485−19.0% | Reduced |
| Tompkins Financial Corp | 10,579 | $120.4K | 0.01% | −727−6.4% | Reduced |
| Good Life Advisors, LLC | 10,586 | $120.5K | 0.01% | −887−7.7% | Reduced |
| Quotient Wealth Partners, LLC | 10,614 | $120.8K | 0.00% | +10,614 | New |
| Bruce & Co., Inc. | 10,642 | $121.1K | 0.04% | −1,209−10.2% | Reduced |
| Gables Capital Management Inc. | 10,655 | $121.3K | 0.08% | −150−1.4% | Reduced |
| Congress Wealth Management LLC | 10,681 | $121.6K | 0.00% | +76+0.7% | Added |
| First National Bank | 10,694 | $121.7K | 0.10% | +463+4.5% | Added |
| Sherbrooke Park Advisers LLC | 10,709 | $121.9K | 0.06% | +10,709 | New |
| Telos Capital Management, Inc. | 10,720 | $122.0K | 0.01% | −88−0.8% | Reduced |
| Hall Laurie J Trustee | 10,702 | $122.0K | 0.05% | −2,823−20.9% | Reduced |
| Legacy Financial Advisors, Inc. | 10,736 | $122.2K | 0.02% | +375+3.6% | Added |
| Quadcap Wealth Management, LLC | 10,755 | $122.4K | 0.03% | +10,755 | New |
| Virtue Capital Management, LLC | 11,037 | $123.3K | 0.03% | +11,037 | New |
| Ameritas Advisory Services, LLC | 11,569 | $123.3K | 0.01% | +11,569 | New |
| HBK Sorce Advisory LLC | 10,891 | $123.9K | 0.00% | −1,176−9.7% | Reduced |
| Great Valley Advisor Group, Inc. | 10,973 | $124.6K | 0.00% | −2,152−16.4% | Reduced |
| Drive Wealth Management, LLC | 11,029 | $125.5K | 0.04% | −1,500−12.0% | Reduced |
| Coastwise Capital Group, LLC | 11,110 | $126.4K | 0.13% | −1,200−9.7% | Reduced |
| Kempner Capital Management Inc. | 11,175 | $127.0K | 0.07% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 11,166 | $127.1K | 0.00% | −3,849−25.6% | Reduced |
| EntryPoint Capital, LLC | 11,169 | $127.1K | 0.12% | +11,169 | New |
| GAMMA Investing LLC | 12,733 | $127.6K | 0.03% | +12,733 | New |
| Beacon Financial Advisory LLC | 11,213 | $127.6K | 0.06% | −275−2.4% | Reduced |
| Garden State Investment Advisory Services LLC | 11,227 | $127.8K | 0.05% | −1,789−13.7% | Reduced |
| Bridgefront Capital, LLC | 11,260 | $128.1K | 0.10% | −19,593−63.5% | Reduced |
| Widmann Financial Services, Inc. | 11,263 | $128.2K | 0.12% | −1,763−13.5% | Reduced |
| Fiduciary Trust Co | 11,282 | $128.4K | 0.00% | −27,480−70.9% | Reduced |
| Intrua Financial, LLC | 11,282 | $128.4K | 0.02% | −2,362−17.3% | Reduced |
| Diversified Trust Co | 11,282 | $128.4K | 0.00% | +11,282 | New |
| Summit Financial, LLC | 11,349 | $129.2K | 0.01% | −233−2.0% | Reduced |
| Buckingham Strategic Partners | 11,372 | $129.4K | 0.01% | −21,690−65.6% | Reduced |
| Gradient Investments LLC | 11,465 | $130.5K | 0.00% | −94−0.8% | Reduced |
| Aviso Wealth Management | 11,547 | $131.4K | 0.10% | +11,547 | New |
| Sentry Investment Management LLC | 11,596 | $132.0K | 0.06% | −1,246−9.7% | Reduced |
| Rothschild Investment LLC | 11,611 | $132.1K | 0.01% | +11,611 | New |
| LongView Wealth Management | 11,995 | $132.3K | 0.06% | +11,995 | New |
| Ascent Group, LLC | 13,347 | $132.9K | 0.01% | +13,347 | New |
| Annex Advisory Services, LLC | 11,853 | $134.9K | 0.01% | −651−5.2% | Reduced |
| Walker Asset Management, LLC | 11,871 | $135.1K | 0.10% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 11,898 | $135.4K | 0.03% | +87+0.7% | Added |
| Focused Wealth Management, Inc | 11,927 | $135.7K | 0.02% | −675−5.4% | Reduced |
| Hoylecohen, LLC | 11,965 | $136.2K | 0.01% | +44+0.4% | Added |
| Whittier Trust Co | 12,068 | $137.3K | 0.00% | −4,289−26.2% | Reduced |
| Vident Advisory, LLC | 12,090 | $137.6K | 0.00% | +1,293+12.0% | Added |
| Insigneo Advisory Services, LLC | 12,099 | $137.7K | 0.02% | +12,099 | New |
| Conning Inc. | 12,163 | $138.4K | 0.00% | −741−5.7% | Reduced |
| Washington Trust Bank | 12,211 | $139.0K | 0.01% | −2,011−14.1% | Reduced |
| Thoroughbred Financial Services, LLC | 12,274 | $139.0K | 0.01% | −21,343−63.5% | Reduced |
| Reuter James Wealth Management, LLC | 12,222 | $139.1K | 0.09% | −1,677−12.1% | Reduced |
| Brighton Jones LLC | 12,227 | $139.1K | 0.01% | +12,227 | New |
| City Holding Co | 12,243 | $139.3K | 0.02% | −2,651−17.8% | Reduced |
| Patton Fund Management, Inc. | 12,245 | $139.3K | 0.03% | +12,245 | New |
| Belpointe Asset Management LLC | 12,257 | $139.5K | 0.01% | +1,694+16.0% | Added |
| Ballentine Partners, LLC | 12,364 | $140.7K | 0.00% | +12,364 | New |
| Ausdal Financial Partners, Inc. | 12,371 | $140.8K | 0.02% | −1,331−9.7% | Reduced |
| NBC Securities, Inc. | 12,437 | $141.0K | 0.01% | −1,106−8.2% | Reduced |
| Schulhoff & Co Inc | 12,418 | $141.3K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 12,505 | $142.3K | 0.01% | −532−4.1% | Reduced |
| Plancorp, LLC | 12,607 | $143.5K | 0.01% | −14,027−52.7% | Reduced |
| Cutler Capital Management, LLC | 12,637 | $143.8K | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 12,639 | $143.8K | 0.00% | −29,540−70.0% | Reduced |
| Moser Wealth Advisors, LLC | 12,739 | $145.0K | 0.09% | −1,500−10.5% | Reduced |
| Maven Securities LTD | 12,866 | $146.4K | 0.02% | +12,866 | New |
| Argyle Capital Management Inc. | 13,002 | $148.0K | 0.06% | −8,442−39.4% | Reduced |