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; 1,317 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 | 1,317 | $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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 4,197 | $47.8K | 0.01% | −759−15.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 4,051 | $46.1K | 0.00% | +249+6.5% | Added |
| City State Bank | 4,059 | $46.0K | 0.02% | −174−4.1% | Reduced |
| Smithfield Trust Co | 4,060 | $45.0K | 0.00% | −1,991−32.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,941 | $44.8K | 0.02% | −514−11.5% | Reduced |
| Exchange Traded Concepts, LLC | 3,932 | $44.7K | 0.00% | +3,814+3,232.2% | Added |
| Sandy Spring Bank | 3,858 | $43.9K | 0.00% | +152+4.1% | Added |
| Wellington Shields Capital Management, LLC | 3,829 | $43.6K | 0.01% | +40+1.1% | Added |
| Quent Capital, LLC | 3,800 | $43.2K | 0.01% | −32−0.8% | Reduced |
| Tyler-Stone Wealth Management | 3,750 | $42.7K | 0.02% | −6,275−62.6% | Reduced |
| First Command Advisory Services, Inc. | 3,755 | $42.6K | 0.00% | −90−2.3% | Reduced |
| Jones Financial Companies LLLP | 3,709 | $42.2K | 0.00% | −234−5.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,703 | $42.1K | 0.02% | +2,051+124.2% | Added |
| Baystate Wealth Management LLC | 3,605 | $41.0K | 0.00% | +805+28.7% | Added |
| AdvisorNet Financial, Inc | 3,524 | $40.1K | 0.00% | +29+0.8% | Added |
| CVA Family Office, LLC | 3,523 | $40.1K | 0.01% | +3,523 | New |
| SOA Wealth Advisors, LLC. | 3,522 | $40.1K | 0.01% | −497−12.4% | Reduced |
| Concord Wealth Partners | 3,508 | $39.9K | 0.01% | −2,288−39.5% | Reduced |
| EverSource Wealth Advisors, LLC | 3,501 | $39.8K | 0.00% | −1,746−33.3% | Reduced |
| Old Second National Bank of Aurora | 3,476 | $39.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,475 | $39.5K | 0.01% | −98−2.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,458 | $39.4K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,357 | $38.2K | 0.00% | +35+1.1% | Added |
| Massmutual Trust Co FSB | 3,242 | $36.9K | 0.00% | −1,929−37.3% | Reduced |
| Center for Financial Planning, Inc. | 3,152 | $35.9K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 3,128 | $35.6K | 0.03% | +3,128 | New |
| Rakuten Securities, Inc. | 3,069 | $34.9K | 0.03% | +3,069 | New |
| FinTrust Capital Advisors, LLC | 3,066 | $34.9K | 0.01% | +1,105+56.3% | Added |
| Rosenberg Matthew Hamilton | 3,057 | $34.8K | 0.01% | −368−10.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 3,000 | $34.1K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,964 | $33.7K | 0.00% | −421−12.4% | Reduced |
| LGT Financial Advisors LLC | 2,958 | $33.7K | 0.04% | −187−5.9% | Reduced |
| Caldwell Trust Co | 2,930 | $33.3K | 0.00% | −824−21.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,907 | $33.1K | 0.01% | −650−18.3% | Reduced |
| Clearstead Advisors, LLC | 2,881 | $32.8K | 0.00% | +317+12.4% | Added |
| Newbridge Financial Services Group, Inc. | 2,872 | $32.7K | 0.02% | −1,173−29.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 2,867 | $32.6K | 0.01% | +2,867 | New |
| Systematic Alpha Investments, LLC | 2,840 | $32.3K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,737 | $31.1K | 0.01% | −1,359−33.2% | Reduced |
| Archer Investment Corp | 2,705 | $30.8K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,696 | $30.7K | 0.02% | −681−20.2% | Reduced |
| Bogart Wealth, LLC | 2,685 | $30.6K | 0.00% | −1,081−28.7% | Reduced |
| Central Bank & Trust Co | 2,662 | $30.3K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,643 | $30.1K | 0.01% | −9−0.3% | 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 |
| Aspire Private Capital, LLC | 2,620 | $29.8K | 0.01% | −28−1.1% | Reduced |
| NBT Bank N A | 2,563 | $29.2K | 0.00% | +2,563 | New |
| Capital Advisors, Ltd. LLC | 2,592 | $29.0K | 0.00% | +275+11.9% | Added |
| TFC Financial Management | 2,476 | $28.2K | 0.01% | +85+3.6% | Added |
| Hollencrest Capital Management | 2,471 | $28.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,471 | $28.0K | 0.00% | +31+1.3% | Added |
| Main Street Group, LTD | 2,453 | $27.9K | 0.01% | +2,453 | New |
| Cacti Asset Management LLC | 2,419 | $27.8K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,409 | $27.4K | 0.02% | −4,104−63.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,709 | $27.1K | 0.00% | −217−7.4% | Reduced |
| Pacifica Partners Inc. | 2,483 | $27.0K | 0.01% | +1,345+118.2% | Added |
| Kelly Lawrence W & Associates Inc | 2,369 | $27.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 2,351 | $26.8K | 0.02% | −68−2.8% | Reduced |
| Asset Dedication, LLC | 2,418 | $26.0K | 0.00% | +39+1.6% | Added |
| Beacon Capital Management, LLC | 2,394 | $26.0K | 0.01% | −662−21.7% | Reduced |
| Salomon & Ludwin, LLC | 2,337 | $25.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,228 | $25.4K | 0.00% | −293−11.6% | Reduced |
| Ofi Invest Asset Management | 2,461 | $25.4K | 0.00% | +137+5.9% | Added |
| ORG Partners LLC | 2,183 | $24.8K | 0.00% | −81−3.6% | Reduced |
| Peoples Financial Services Corp. | 2,153 | $24.5K | 0.01% | −73−3.3% | Reduced |
| Peoples Bank | 2,136 | $24.3K | 0.02% | −394−15.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 2,031 | $23.0K | 0.01% | +2,031 | New |
| 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 |
| Tortoise Investment Management, LLC | 1,932 | $22.0K | 0.00% | −108−5.3% | Reduced |
| American State Bank (Iowa) | 1,925 | $21.9K | 0.01% | −1,269−39.7% | Reduced |
| Washington Trust Co | 1,862 | $21.2K | 0.00% | −800−30.1% | Reduced |
| Kelly Financial Services LLC | 1,849 | $21.0K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,822 | $20.7K | 0.01% | −96−5.0% | Reduced |
| Glen Eagle Advisors, LLC | 1,781 | $20.3K | 0.00% | +13+0.7% | Added |
| Community Bank, N.A. | 1,777 | $20.2K | 0.00% | +181+11.3% | Added |
| CNB Bank | 1,776 | $20.2K | 0.01% | −200−10.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,764 | $20.1K | 0.00% | −44−2.4% | Reduced |
| GHP Investment Advisors, Inc. | 1,759 | $20.0K | 0.00% | −2,226−55.9% | Reduced |
| TSFG, LLC | 1,720 | $20.0K | 0.01% | −499−22.5% | Reduced |
| MV Capital Management, Inc. | 1,742 | $19.8K | 0.00% | −90−4.9% | Reduced |
| Hartford Financial Management Inc. | 1,723 | $19.6K | 0.00% | −1,377−44.4% | Reduced |
| Northwest Capital Management Inc | 1,692 | $19.3K | 0.01% | −271−13.8% | Reduced |
| Bangor Savings Bank | 1,676 | $19.1K | 0.00% | −755−31.1% | Reduced |
| Baldwin Brothers Inc | 1,604 | $18.3K | 0.00% | −93−5.5% | Reduced |
| Assetmark, Inc | 1,573 | $17.9K | 0.00% | +7+0.4% | Added |
| Arlington Trust Co LLC | 1,572 | $17.9K | 0.01% | +1,572 | New |
| Twin Lakes Capital Management, LLC | 1,553 | $17.7K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,532 | $17.4K | 0.00% | +1,532 | New |
| Naples Money Management LLC | 1,524 | $17.3K | 0.02% | +1,524 | New |
| Norwood Financial Corp | 1,519 | $17.3K | 0.03% | −393−20.6% | Reduced |
| Barrett & Company, Inc. | 1,507 | $17.1K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,479 | $16.8K | 0.00% | −120−7.5% | Reduced |
| Westside Investment Management, Inc. | 1,447 | $16.5K | 0.00% | −27−1.8% | Reduced |
| Private Wealth Management Group, LLC | 1,426 | $16.2K | 0.01% | +1,426 | New |
| Atlantic Trust, LLC | 1,420 | $16.2K | 0.00% | −108−7.1% | Reduced |
| Financial Management Professionals, Inc. | 1,426 | $16.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 1,393 | $15.9K | 0.00% | −921−39.8% | Reduced |
| ICA Group Wealth Management, LLC | 1,370 | $15.6K | 0.00% | +1,370 | New |