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 |
|---|---|---|---|---|---|
| Berkshire Asset Management LLC | 87,436 | $995.0K | 0.06% | −645−0.7% | Reduced |
| Compagnie Lombard Odier SCmA | 87,374 | $994.3K | 0.02% | +20,000+29.7% | Added |
| Evergreen Capital Management LLC | 87,341 | $993.9K | 0.04% | −199,339−69.5% | Reduced |
| AE Wealth Management LLC | 92,520 | $982.6K | 0.01% | −12,631−12.0% | Reduced |
| E. Ohman J:or Asset Management AB | 86,040 | $979.1K | 0.04% | −15,300−15.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 85,443 | $972.3K | 0.03% | +46,909+121.7% | Added |
| Polianta Ltd | 84,700 | $963.0K | 0.56% | −9,600−10.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 83,832 | $954.0K | 0.01% | +8,082+10.7% | Added |
| AMG National Trust Bank | 83,336 | $948.4K | 0.03% | −536−0.6% | Reduced |
| Cerity Partners LLC | 81,899 | $931.8K | 0.00% | +39,687+94.0% | Added |
| JPB Foundation | 81,687 | $929.6K | 0.10% | +81,687 | New |
| Federation des caisses Desjardins du Quebec | 81,565 | $928.2K | 0.01% | −6,723−7.6% | Reduced |
| FDx Advisors, Inc. | 80,694 | $918.0K | 0.07% | +41,716+107.0% | Added |
| Capital Investment Advisors, LLC | 80,538 | $916.5K | 0.02% | −11,292−12.3% | Reduced |
| Toroso Investments, LLC | 80,215 | $912.8K | 0.02% | −1,603−2.0% | Reduced |
| Cresset Asset Management, LLC | 80,047 | $910.9K | 0.01% | +10,855+15.7% | Added |
| River & Mercantile Asset Management LLP | 79,531 | $906.3K | 0.17% | −727−0.9% | Reduced |
| Savant Capital, LLC | 79,580 | $905.6K | 0.01% | +2,245+2.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 79,057 | $899.7K | 0.06% | +621+0.8% | Added |
| Global Endowment Management, LP | 78,491 | $893.2K | 0.10% | +2,020+2.6% | Added |
| Empirical Finance, LLC | 77,038 | $876.7K | 0.06% | +542+0.7% | Added |
| Founders Capital Management, LLC | 76,407 | $869.5K | 0.18% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 75,896 | $863.7K | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 73,540 | $836.9K | 0.01% | −8,329−10.2% | Reduced |
| Groupama Asset Managment | 73,427 | $835.9K | 0.02% | +73,427 | New |
| Sequoia Financial Advisors, LLC | 73,133 | $832.3K | 0.01% | +44,278+153.5% | Added |
| IMC-Chicago, LLC | 72,677 | $827.1K | 0.03% | −118,843−62.1% | Reduced |
| Aire Advisors, LLC | 72,390 | $823.8K | 0.20% | −25,043−25.7% | Reduced |
| First Hawaiian Bank | 72,249 | $822.2K | 0.03% | +2,528+3.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 71,699 | $815.9K | 0.03% | −74,459−50.9% | Reduced |
| Quantinno Capital Management LP | 71,586 | $815.0K | 0.03% | +23,018+47.4% | Added |
| Congress Park Capital LLC | 71,138 | $809.6K | 0.40% | −1,917−2.6% | Reduced |
| Cetera Advisors LLC | 70,602 | $803.4K | 0.01% | −12,459−15.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 70,240 | $799.3K | 0.02% | +230+0.3% | Added |
| Integrated Wealth Concepts LLC | 70,162 | $798.4K | 0.01% | −31,936−31.3% | Reduced |
| Citadel Investment Advisory, Inc. | 69,343 | $789.0K | 0.49% | −1,057−1.5% | Reduced |
| Qube Research & Technologies Ltd | 68,905 | $784.1K | 0.00% | +68,905 | New |
| Keystone Financial Planning, Inc. | 68,504 | $779.6K | 0.26% | 00.0% | Unchanged |
| Trust Co of Vermont | 67,739 | $770.9K | 0.05% | −9,003−11.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 67,294 | $765.8K | 0.01% | −13,405−16.6% | Reduced |
| Motley Fool Asset Management LLC | 67,180 | $764.5K | 0.06% | +4,446+7.1% | Added |
| Ancora Advisors, LLC | 66,891 | $761.2K | 0.02% | −5,383−7.4% | Reduced |
| United Services Automobile Association | 66,742 | $759.5K | 0.02% | +3,817+6.1% | Added |
| Cullen Investment Group, Ltd. | 66,636 | $758.3K | 0.13% | +66,636 | New |
| Heritage Investors Management Corp | 66,507 | $758.0K | 0.03% | −243−0.4% | Reduced |
| Ieq Capital, LLC | 66,539 | $757.2K | 0.01% | −787−1.2% | Reduced |
| Regatta Capital Group, LLC | 66,530 | $757.1K | 0.20% | +1,584+2.4% | Added |
| Canal Insurance CO | 66,288 | $754.0K | 0.21% | 00.0% | Unchanged |
| Advisors Management Group Inc | 65,195 | $742.0K | 0.20% | −1,337−2.0% | Reduced |
| Pearl River Capital, LLC | 64,731 | $736.6K | 0.12% | +64,731 | New |
| United Capital Financial Advisers, LLC | 64,369 | $732.5K | 0.01% | +9,298+16.9% | Added |
| Blair William & Co | 63,888 | $727.0K | 0.00% | −6,439−9.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 63,355 | $721.0K | 0.01% | +23,292+58.1% | Added |
| Lincoln National Corp | 63,312 | $720.5K | 0.01% | +1,532+2.5% | Added |
| Hedges Asset Management LLC | 63,013 | $717.1K | 0.56% | +5,250+9.1% | Added |
| Commerce Bank | 62,807 | $714.7K | 0.01% | −3,467−5.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 61,762 | $702.9K | 0.04% | +5,074+9.0% | Added |
| Shufro Rose & Co LLC | 64,222 | $697.5K | 0.07% | +120+0.2% | Added |
| Stephens Inc | 61,072 | $695.0K | 0.01% | −9,740−13.8% | Reduced |
| Synovus Financial Corp | 60,885 | $692.9K | 0.01% | −5,615−8.4% | Reduced |
| Chiron Capital Management, LLC | 60,857 | $692.6K | 0.60% | −4,632−7.1% | Reduced |
| Herbst Group, LLC | 60,615 | $689.8K | 0.44% | −24,932−29.1% | Reduced |
| Cumberland Partners Ltd | 63,179 | $686.1K | 0.06% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 60,131 | $684.3K | 0.00% | −78−0.1% | Reduced |
| Advisory Services Network, LLC | 60,121 | $684.2K | 0.02% | +5,541+10.2% | Added |
| Beach Investment Counsel Inc | 60,015 | $683.0K | 0.08% | −11,464−16.0% | Reduced |
| American Assets Investment Management, LLC | 60,000 | $682.8K | 0.07% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 58,535 | $666.1K | 0.52% | −54,910−48.4% | Reduced |
| Logan Capital Management Inc | 58,350 | $664.6K | 0.03% | −308−0.5% | Reduced |
| FJ Investments, LLC | 57,800 | $657.8K | 0.03% | +57,800 | New |
| Everence Capital Management Inc | 57,457 | $654.0K | 0.05% | +29,660+106.7% | Added |
| Fifth Third Bancorp | 57,467 | $654.0K | 0.00% | −16,286−22.1% | Reduced |
| Wealthfront Advisers LLC | 57,105 | $649.9K | 0.00% | −863−1.5% | Reduced |
| Harbour Capital Advisors, LLC | 56,833 | $642.2K | 0.18% | +1,025+1.8% | Added |
| Advisors Asset Management, Inc. | 55,928 | $636.5K | 0.01% | −31,675−36.2% | Reduced |
| CWM, LLC | 55,611 | $633.0K | 0.00% | −1,603−2.8% | Reduced |
| Van Eck Associates Corp | 55,117 | $628.0K | 0.00% | −3,286−5.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 54,856 | $624.3K | 0.06% | −9,934−15.3% | Reduced |
| QRG Capital Management, Inc. | 54,283 | $617.7K | 0.01% | +6,447+13.5% | Added |
| Pegasus Partners Ltd. | 54,095 | $615.6K | 0.07% | +9,000+20.0% | Added |
| Investment Management Corp of Ontario | 54,085 | $615.5K | 0.02% | +54,085 | New |
| Degroof Petercam Asset Management | 54,061 | $615.2K | 0.01% | +54,061 | New |
| HighPoint Advisor Group LLC | 71,927 | $609.0K | 0.04% | +71,927 | New |
| Moors & Cabot, Inc. | 53,282 | $606.3K | 0.04% | −7,856−12.8% | Reduced |
| Cladis Investment Advisory, LLC | 52,461 | $597.0K | 0.47% | −3,796−6.7% | Reduced |
| Cohen Klingenstein LLC | 50,272 | $572.1K | 0.02% | 00.0% | Unchanged |
| Caas Capital Management LP | 50,100 | $570.1K | 0.54% | +50,100 | New |
| Catalyst Capital Advisors LLC | 49,177 | $559.6K | 0.02% | +487+1.0% | Added |
| Bulltick Wealth Management, LLC | 49,109 | $558.9K | 0.13% | −241−0.5% | Reduced |
| Nichols & Pratt Advisers LLP | 49,056 | $558.3K | 0.04% | −4,925−9.1% | Reduced |
| Alberta Investment Management Corp | 49,000 | $557.6K | 0.01% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 48,637 | $553.5K | 0.09% | +1,758+3.8% | Added |
| Vestcor Inc | 48,385 | $551.0K | 0.02% | −487−1.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 48,000 | $546.2K | 0.08% | −81,000−62.8% | Reduced |
| GWM Advisors LLC | 48,773 | $538.6K | 0.01% | +4,276+9.6% | Added |
| Resources Investment Advisors, LLC. | 46,848 | $533.1K | 0.01% | +10,771+29.9% | Added |
| Meridian Investment Counsel Inc. | 46,680 | $531.2K | 0.18% | +4,887+11.7% | Added |
| Brown Advisory Inc | 45,975 | $523.2K | 0.00% | −8,618−15.8% | Reduced |
| Diametric Capital, LP | 45,655 | $519.6K | 0.32% | +45,655 | New |
| Ingalls & Snyder LLC | 45,574 | $519.0K | 0.02% | +9,111+25.0% | Added |