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 |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 31,444 | $357.8K | 0.04% | +11,307+56.2% | Added |
| Moneta Group Investment Advisors LLC | 31,508 | $358.6K | 0.01% | +4,189+15.3% | Added |
| 180 Wealth Advisors, LLC | 30,885 | $360.1K | 0.07% | +11,172+56.7% | Added |
| Ci Investments Inc. | 31,734 | $361.0K | 0.00% | −494−1.5% | Reduced |
| Prospera Financial Services Inc | 31,726 | $361.0K | 0.01% | +2,767+9.6% | Added |
| IFP Advisors, Inc | 31,854 | $362.5K | 0.02% | −743−2.3% | Reduced |
| Boston Private Wealth LLC | 32,011 | $364.3K | 0.01% | +9,661+43.2% | Added |
| Prestige Wealth Management Group LLC | 32,254 | $367.1K | 0.08% | +3,134+10.8% | Added |
| Brinker Capital Investments, LLC | 32,286 | $368.1K | 0.00% | +14,002+76.6% | Added |
| Orion Portfolio Solutions, LLC | 32,286 | $368.1K | 0.00% | +14,002+76.6% | Added |
| Mathes Company, Inc. | 32,929 | $375.0K | 0.15% | −987−2.9% | Reduced |
| Principal Securities, Inc. | 33,114 | $376.8K | 0.01% | +33,114 | New |
| NJ State Employees Deferred Compensation Plan | 33,632 | $382.7K | 0.05% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 33,939 | $386.0K | 0.02% | −2,713−7.4% | Reduced |
| Horizon Investments, LLC | 34,074 | $387.8K | 0.01% | +1,472+4.5% | Added |
| Apollon Wealth Management, LLC | 34,114 | $388.2K | 0.01% | +7,096+26.3% | Added |
| Veriti Management LLC | 34,432 | $391.8K | 0.04% | +34,432 | New |
| Mutual Advisors, LLC | 34,672 | $394.6K | 0.01% | −2,944−7.8% | Reduced |
| Gifford Fong Associates | 34,760 | $396.0K | 0.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 34,899 | $397.0K | 0.01% | +3,732+12.0% | Added |
| CX Institutional | 35,414 | $403.0K | 0.02% | +35,414 | New |
| Siemens Fonds Invest GmbH | 35,535 | $404.4K | 0.03% | +1,989+5.9% | Added |
| Rehmann Capital Advisory Group | 36,257 | $412.6K | 0.03% | −38−0.1% | Reduced |
| First Horizon Advisors, Inc. | 36,429 | $414.6K | 0.01% | +730+2.0% | Added |
| Clear Street Markets LLC | 36,430 | $415.0K | 0.17% | −577−1.6% | Reduced |
| Brevan Howard Capital Management LP | 36,541 | $415.8K | 0.04% | +36,541 | New |
| Buckingham Strategic Wealth, LLC | 37,140 | $422.6K | 0.01% | −443−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 37,182 | $423.1K | 0.01% | +1,172+3.3% | Added |
| Perigon Wealth Management, LLC | 37,872 | $431.0K | 0.01% | +1,511+4.2% | Added |
| Cim Investment Mangement Inc | 37,988 | $432.3K | 0.14% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 38,039 | $432.9K | 0.00% | −200,119−84.0% | Reduced |
| Raymond James Trust N.A. | 38,197 | $434.7K | 0.01% | −5,305−12.2% | Reduced |
| Stratos Wealth Partners, LTD. | 38,381 | $436.8K | 0.01% | −1,553−3.9% | Reduced |
| Bourgeon Capital Management LLC | 38,502 | $438.2K | 0.10% | +4,000+11.6% | Added |
| Sonora Investment Management Group, LLC | 38,690 | $440.3K | 0.04% | +19,739+104.2% | Added |
| Salem Investment Counselors Inc | 38,847 | $442.1K | 0.02% | −7,099−15.5% | Reduced |
| Mount Lucas Management LP | 39,737 | $452.2K | 0.16% | +39,737 | New |
| Guardian Wealth Management, Inc. | 39,905 | $454.1K | 0.38% | −18,510−31.7% | Reduced |
| Fore Capital, LLC | 40,000 | $455.2K | 0.97% | +40,000 | New |
| Algert Global LLC | 40,235 | $457.9K | 0.02% | +21,320+112.7% | Added |
| STF Management LP | 40,689 | $463.0K | 0.22% | +1,251+3.2% | Added |
| Wedbush Securities Inc | 40,977 | $466.0K | 0.02% | −7,746−15.9% | Reduced |
| Oxford Asset Management LLP | 40,985 | $466.4K | 0.70% | +40,985 | New |
| Avantax Advisory Services, Inc. | 41,356 | $470.6K | 0.00% | −1,523−3.6% | Reduced |
| Peapack Gladstone Financial Corp | 41,452 | $471.0K | 0.01% | −26,667−39.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 41,439 | $471.6K | 0.00% | −368−0.9% | Reduced |
| GFS Advisors, LLC | 41,876 | $477.0K | 0.07% | 00.0% | Unchanged |
| MAI Capital Management | 42,173 | $479.9K | 0.01% | +10,622+33.7% | Added |
| Highlander Partners, L.P. | 42,500 | $483.6K | 0.39% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 42,320 | $484.6K | 0.00% | −378−0.9% | Reduced |
| Jump Financial, LLC | 43,081 | $490.3K | 0.02% | −164,300−79.2% | Reduced |
| Kempen Capital Management N.V. | 43,505 | $495.1K | 0.01% | 00.0% | Unchanged |
| Guardian Investment Management | 43,580 | $495.9K | 0.42% | +5,434+14.2% | Added |
| Lee Danner & Bass Inc | 43,605 | $496.0K | 0.04% | −1,575−3.5% | Reduced |
| Stevens Capital Management LP | 43,612 | $496.0K | 0.12% | +43,612 | New |
| Wintrust Investments LLC | 44,406 | $505.0K | 0.05% | +8,929+25.2% | Added |
| Gabelli & Co Investment Advisers, Inc. | 44,837 | $510.2K | 0.10% | −1,048−2.3% | Reduced |
| Curated Wealth Partners LLC | 44,984 | $511.9K | 0.08% | +277+0.6% | Added |
| Community Bank of Raymore | 45,003 | $512.1K | 0.23% | −3,628−7.5% | Reduced |
| Advanced Portfolio Management, LLC | 45,186 | $514.2K | 0.54% | +45,186 | New |
| Oarsman Capital, Inc. | 45,472 | $517.5K | 0.14% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 45,574 | $519.0K | 0.02% | +9,111+25.0% | Added |
| Diametric Capital, LP | 45,655 | $519.6K | 0.32% | +45,655 | New |
| Brown Advisory Inc | 45,975 | $523.2K | 0.00% | −8,618−15.8% | Reduced |
| Meridian Investment Counsel Inc. | 46,680 | $531.2K | 0.18% | +4,887+11.7% | Added |
| Resources Investment Advisors, LLC. | 46,848 | $533.1K | 0.01% | +10,771+29.9% | Added |
| GWM Advisors LLC | 48,773 | $538.6K | 0.01% | +4,276+9.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 48,000 | $546.2K | 0.08% | −81,000−62.8% | Reduced |
| Vestcor Inc | 48,385 | $551.0K | 0.02% | −487−1.0% | Reduced |
| WNY Asset Management, LLC | 48,637 | $553.5K | 0.09% | +1,758+3.8% | Added |
| Alberta Investment Management Corp | 49,000 | $557.6K | 0.01% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 49,056 | $558.3K | 0.04% | −4,925−9.1% | Reduced |
| Bulltick Wealth Management, LLC | 49,109 | $558.9K | 0.13% | −241−0.5% | Reduced |
| Catalyst Capital Advisors LLC | 49,177 | $559.6K | 0.02% | +487+1.0% | Added |
| Caas Capital Management LP | 50,100 | $570.1K | 0.54% | +50,100 | New |
| Cohen Klingenstein LLC | 50,272 | $572.1K | 0.02% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 52,461 | $597.0K | 0.47% | −3,796−6.7% | Reduced |
| Moors & Cabot, Inc. | 53,282 | $606.3K | 0.04% | −7,856−12.8% | Reduced |
| HighPoint Advisor Group LLC | 71,927 | $609.0K | 0.04% | +71,927 | New |
| Degroof Petercam Asset Management | 54,061 | $615.2K | 0.01% | +54,061 | New |
| Investment Management Corp of Ontario | 54,085 | $615.5K | 0.02% | +54,085 | New |
| Pegasus Partners Ltd. | 54,095 | $615.6K | 0.07% | +9,000+20.0% | Added |
| QRG Capital Management, Inc. | 54,283 | $617.7K | 0.01% | +6,447+13.5% | Added |
| Beese Fulmer Investment Management, Inc. | 54,856 | $624.3K | 0.06% | −9,934−15.3% | Reduced |
| Van Eck Associates Corp | 55,117 | $628.0K | 0.00% | −3,286−5.6% | Reduced |
| CWM, LLC | 55,611 | $633.0K | 0.00% | −1,603−2.8% | Reduced |
| Advisors Asset Management, Inc. | 55,928 | $636.5K | 0.01% | −31,675−36.2% | Reduced |
| Harbour Capital Advisors, LLC | 56,833 | $642.2K | 0.18% | +1,025+1.8% | Added |
| Wealthfront Advisers LLC | 57,105 | $649.9K | 0.00% | −863−1.5% | Reduced |
| Fifth Third Bancorp | 57,467 | $654.0K | 0.00% | −16,286−22.1% | Reduced |
| Everence Capital Management Inc | 57,457 | $654.0K | 0.05% | +29,660+106.7% | Added |
| FJ Investments, LLC | 57,800 | $657.8K | 0.03% | +57,800 | New |
| Logan Capital Management Inc | 58,350 | $664.6K | 0.03% | −308−0.5% | Reduced |
| Lakewood Asset Management LLC | 58,535 | $666.1K | 0.52% | −54,910−48.4% | Reduced |
| American Assets Investment Management, LLC | 60,000 | $682.8K | 0.07% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 60,015 | $683.0K | 0.08% | −11,464−16.0% | Reduced |
| Advisory Services Network, LLC | 60,121 | $684.2K | 0.02% | +5,541+10.2% | Added |
| Squarepoint Ops LLC | 60,131 | $684.3K | 0.00% | −78−0.1% | Reduced |
| Cumberland Partners Ltd | 63,179 | $686.1K | 0.06% | 00.0% | Unchanged |
| Herbst Group, LLC | 60,615 | $689.8K | 0.44% | −24,932−29.1% | Reduced |