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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 13,008 | $148.0K | 0.00% | −3,310−20.3% | Reduced |
| Apexium Financial, LP | 13,023 | $148.2K | 0.01% | +46+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 13,116 | $149.3K | 0.00% | −8,942−40.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 14,226 | $149.9K | 0.03% | +14,226 | New |
| Essex Financial Services, Inc. | 13,221 | $150.5K | 0.02% | −3,094−19.0% | Reduced |
| Desjardins Global Asset Management Inc. | 13,228 | $150.6K | 0.02% | +197+1.5% | Added |
| Balentine LLC | 13,323 | $151.6K | 0.00% | −24,482−64.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 13,339 | $151.8K | 0.01% | +12+0.1% | Added |
| Exencial Wealth Advisors, LLC | 13,377 | $152.2K | 0.01% | −2,335−14.9% | Reduced |
| Western Pacific Wealth Management, LP | 13,438 | $152.9K | 0.11% | +615+4.8% | Added |
| Family Management Corp | 13,468 | $153.3K | 0.03% | −408−2.9% | Reduced |
| Chicago Partners Investment Group LLC | 14,857 | $154.7K | 0.01% | −1,278−7.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 13,646 | $155.3K | 0.01% | +13,646 | New |
| Beacon Financial Group | 13,696 | $155.9K | 0.02% | +13,696 | New |
| Marble Harbor Investment Counsel, LLC | 13,781 | $156.8K | 0.02% | +521+3.9% | Added |
| Bridgeworth, LLC | 13,845 | $157.6K | 0.02% | +952+7.4% | Added |
| Mather Group, LLC. | 13,918 | $158.4K | 0.00% | +13,918 | New |
| Johnson Investment Counsel Inc | 13,953 | $158.8K | 0.00% | −6,828−32.9% | Reduced |
| Harbour Investments, Inc. | 13,960 | $158.9K | 0.01% | +767+5.8% | Added |
| Claret Asset Management Corp | 14,008 | $159.0K | 0.03% | +131+0.9% | Added |
| Cidel Asset Management Inc | 13,988 | $159.2K | 0.01% | +13,988 | New |
| Umb Bank N A | 14,021 | $159.6K | 0.00% | −30−0.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,094 | $160.0K | 0.14% | +2,088+17.4% | Added |
| Caption Management, LLC | 14,100 | $160.5K | 0.02% | +14,100 | New |
| Magnetar Financial LLC | 14,103 | $160.5K | 0.00% | −48,216−77.4% | Reduced |
| Global Retirement Partners, LLC | 15,542 | $160.9K | 0.01% | −1,196−7.1% | Reduced |
| Albert D Mason Inc | 14,185 | $161.0K | 0.11% | +100+0.7% | Added |
| Brown Brothers Harriman & Co | 14,286 | $162.6K | 0.00% | +724+5.3% | Added |
| Mesirow Financial Investment Management, Inc. | 14,287 | $162.6K | 0.01% | +14,287 | New |
| Alta Wealth Advisors LLC | 14,336 | $163.1K | 0.09% | −1,171−7.6% | Reduced |
| Burkett Financial Services, LLC | 14,351 | $163.3K | 0.09% | +14,351 | New |
| Investors Asset Management of Georgia Inc | 14,431 | $164.3K | 0.08% | +227+1.6% | Added |
| Lazari Capital Management, Inc. | 14,547 | $165.5K | 0.09% | −2,257−13.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,574 | $165.9K | 0.05% | −1,056−6.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,653 | $166.8K | 0.00% | −1,633,383−99.1% | Reduced |
| S&CO Inc | 14,853 | $169.0K | 0.01% | −2,198−12.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,934 | $169.9K | 0.01% | −1,540−9.3% | Reduced |
| Cheyne Capital Management (UK) LLP | 15,000 | $170.7K | 0.61% | 00.0% | Unchanged |
| Alpha Family Trust | 15,000 | $170.7K | 0.12% | 00.0% | Unchanged |
| LMR Partners LLP | 15,000 | $170.7K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 15,042 | $171.2K | 0.01% | −3,023−16.7% | Reduced |
| Glenview Trust Co | 15,183 | $172.8K | 0.00% | +918+6.4% | Added |
| Clearline Capital LP | 15,352 | $174.7K | 0.02% | −68,981−81.8% | Reduced |
| Prelude Capital Management, LLC | 15,506 | $176.5K | 0.02% | +15,506 | New |
| Jackson Hole Capital Partners, LLC | 15,578 | $177.3K | 0.05% | +186+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,713 | $178.8K | 0.01% | +1,774+12.7% | Added |
| Cornerstone Wealth Management, LLC | 15,716 | $178.8K | 0.02% | −3,092−16.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 15,725 | $179.0K | 0.03% | −866−5.2% | Reduced |
| Snowden Capital Advisors LLC | 15,938 | $181.4K | 0.01% | −937−5.6% | Reduced |
| Nations Financial Group Inc, | 16,014 | $182.2K | 0.02% | −80−0.5% | Reduced |
| Coldstream Capital Management Inc | 16,054 | $182.7K | 0.01% | −649−3.9% | Reduced |
| Point72 Europe (London) LLP | 16,116 | $183.4K | 0.02% | +16,116 | New |
| Farmers & Merchants Investments Inc | 16,168 | $184.0K | 0.01% | −164−1.0% | Reduced |
| Dakota Wealth Management | 16,203 | $184.4K | 0.01% | +2,705+20.0% | Added |
| Qtron Investments LLC | 16,226 | $184.7K | 0.03% | +16,226 | New |
| Perennial Advisors, LLC | 16,248 | $184.9K | 0.05% | −22,609−58.2% | Reduced |
| Vantage Consulting Group Inc | 16,325 | $185.8K | 0.12% | −1,095−6.3% | Reduced |
| Wealth Management Associates, Inc. | 16,459 | $187.3K | 0.10% | −1,524−8.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,503 | $187.8K | 0.02% | −7,213−30.4% | Reduced |
| Founders Financial Alliance, LLC | 16,562 | $188.5K | 0.07% | −3,875−19.0% | Reduced |
| Stokes Family Office, LLC | 16,595 | $188.9K | 0.03% | −457−2.7% | Reduced |
| Cubic Asset Management, LLC | 16,700 | $190.0K | 0.05% | −3,031−15.4% | Reduced |
| Act Wealth Management, LLC | 16,724 | $190.3K | 0.10% | −192−1.1% | Reduced |
| Balanced Rock Investment Advisor | 16,795 | $191.1K | 0.17% | +16,795 | New |
| Golden State Equity Partners | 16,871 | $192.0K | 0.05% | +2,180+14.8% | Added |
| Dorsey & Whitney Trust CO LLC | 16,963 | $193.0K | 0.01% | +16,963 | New |
| Axxcess Wealth Management, LLC | 16,976 | $193.2K | 0.01% | +5,967+54.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 17,000 | $193.5K | 0.16% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 17,042 | $193.9K | 0.01% | +17,042 | New |
| Daymark Wealth Partners, LLC | 17,093 | $194.5K | 0.01% | −2,287−11.8% | Reduced |
| Clear Harbor Asset Management, LLC | 17,111 | $194.7K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 17,127 | $194.9K | 0.05% | −1,459−7.8% | Reduced |
| Integrated Advisors Network LLC | 17,314 | $197.0K | 0.01% | −3,127−15.3% | Reduced |
| Round Hill Asset Management | 17,391 | $197.9K | 0.12% | −13,189−43.1% | Reduced |
| Diligent Investors, LLC | 17,397 | $198.0K | 0.05% | −3,517−16.8% | Reduced |
| V-Square Quantitative Management LLC | 17,402 | $198.0K | 0.05% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 17,425 | $198.3K | 0.04% | −70−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 17,520 | $199.4K | 0.00% | −394−2.2% | Reduced |
| Retirement Group, LLC | 17,533 | $199.5K | 0.08% | −2,418−12.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 17,598 | $200.3K | 0.15% | +333+1.9% | Added |
| ProVise Management Group, LLC | 17,634 | $200.7K | 0.02% | −241−1.3% | Reduced |
| Amplius Wealth Advisors, LLC | 17,792 | $202.5K | 0.02% | +830+4.9% | Added |
| Elkhorn Partners Limited Partnership | 17,800 | $203.0K | 0.14% | −2,300−11.4% | Reduced |
| Busey Wealth Management | 17,897 | $203.7K | 0.01% | −3,326−15.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,912 | $203.8K | 0.02% | −1,533−7.9% | Reduced |
| EP Wealth Advisors, LLC | 17,924 | $204.0K | 0.00% | −11,954−40.0% | Reduced |
| MidWestOne Financial Group, Inc. | 18,056 | $205.5K | 0.04% | −2,033−10.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 18,121 | $206.2K | 0.02% | 00.0% | Unchanged |
| Burney Co | 18,138 | $206.4K | 0.01% | −1,979−9.8% | Reduced |
| Mirabaud & Cie SA | 18,144 | $206.5K | 0.07% | +18,144 | New |
| Independent Financial Group, LLC | 18,147 | $206.5K | 0.01% | +265+1.5% | Added |
| Valeo Financial Advisors, LLC | 18,172 | $206.8K | 0.01% | −8,669−32.3% | Reduced |
| Clarius Group, LLC | 18,313 | $208.4K | 0.02% | +6,771+58.7% | Added |
| Rathbone Brothers plc | 18,316 | $208.4K | 0.00% | −783−4.1% | Reduced |
| CIBC World Markets Inc. | 18,464 | $210.0K | 0.00% | −332−1.8% | Reduced |
| TownSquare Capital, LLC | 18,522 | $210.8K | 0.00% | +4,249+29.8% | Added |
| Altfest L J & Co Inc | 18,580 | $211.0K | 0.03% | +6,012+47.8% | Added |
| CAPROCK Group, Inc. | 18,689 | $212.7K | 0.01% | +3,983+27.1% | Added |
| Aptus Capital Advisors, LLC | 18,726 | $213.1K | 0.01% | −3,222−14.7% | Reduced |
| Greenleaf Trust | 18,805 | $214.0K | 0.00% | −26,500−58.5% | Reduced |