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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 25,614 | $291.5K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 25,584 | $291.1K | 0.01% | −4,300−14.4% | Reduced |
| Vaughan David Investments LLC | 25,463 | $290.0K | 0.01% | −5,233−17.0% | Reduced |
| National Bank of Canada | 24,871 | $289.7K | 0.00% | −4,447−15.2% | Reduced |
| Schechter Investment Advisors, LLC | 25,178 | $286.5K | 0.02% | +8,093+47.4% | Added |
| Personal Cfo Solutions, LLC | 25,126 | $285.9K | 0.05% | +1,108+4.6% | Added |
| Williams Jones Wealth Management, LLC. | 24,643 | $280.4K | 0.00% | −3,504−12.4% | Reduced |
| Wellington Shields & Co., LLC | 24,599 | $279.9K | 0.10% | −4,772−16.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 24,265 | $276.1K | 0.04% | +24,265 | New |
| Millennium Capital Advisors, LLC | 24,223 | $275.7K | 0.21% | −2,565−9.6% | Reduced |
| Mayflower Financial Advisors, LLC | 24,156 | $274.9K | 0.04% | −1,138−4.5% | Reduced |
| Advisory Alpha, LLC | 24,141 | $274.7K | 0.01% | +3,416+16.5% | Added |
| Wealth Alliance | 24,131 | $274.6K | 0.04% | −570−2.3% | Reduced |
| E Fund Management Co., Ltd. | 23,983 | $272.9K | 0.02% | −2,472−9.3% | Reduced |
| Cigna Investments Inc | 23,811 | $271.0K | 0.06% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 23,668 | $269.3K | 0.03% | +1,980+9.1% | Added |
| Empowered Funds, LLC | 23,561 | $268.1K | 0.01% | +4,350+22.6% | Added |
| Bartlett & Co. LLC | 22,900 | $268.0K | 0.00% | −404−1.7% | Reduced |
| Auto-Owners Insurance Co | 23,527 | $267.7K | 0.01% | −34,640−59.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 22,900 | $267.7K | 0.00% | −404−1.7% | Reduced |
| Reliant Investment Management, LLC | 23,286 | $265.0K | 0.13% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 23,058 | $262.4K | 0.00% | +380+1.7% | Added |
| Pavion Blue Capital, LLC | 22,668 | $258.0K | 0.14% | −354−1.5% | Reduced |
| J.W. Cole Advisors, Inc. | 22,648 | $257.7K | 0.02% | −1,492−6.2% | Reduced |
| Cohanzick Management, LLC | 20,000 | $255.7K | 0.16% | +20,000 | New |
| Occudo Quantitative Strategies LP | 22,252 | $253.2K | 0.03% | −55,555−71.4% | Reduced |
| UniSuper Management Pty Ltd | 22,192 | $252.5K | 0.00% | +5,792+35.3% | Added |
| Coastal Investment Advisors, Inc. | 22,133 | $251.9K | 0.06% | +8,525+62.6% | Added |
| Sterneck Capital Management, LLC | 21,807 | $248.2K | 0.16% | +4,250+24.2% | Added |
| North Star Asset Management Inc | 21,792 | $248.0K | 0.01% | −301−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 21,584 | $246.0K | 0.01% | −70,000−76.4% | Reduced |
| Bard Financial Services, Inc. | 21,605 | $245.9K | 0.03% | −5,580−20.5% | Reduced |
| RSM US Wealth Management LLC | 21,589 | $245.7K | 0.01% | +21,589 | New |
| Safeguard Investment Advisory Group, LLC | 21,375 | $243.2K | 0.09% | −878−3.9% | Reduced |
| Harvest Fund Management Co., Ltd | 21,429 | $243.0K | 0.04% | +1,720+8.7% | Added |
| Wade G W & Inc | 21,245 | $242.0K | 0.01% | −2,080−8.9% | Reduced |
| Holistic Financial Partners | 21,235 | $241.7K | 0.15% | +1,167+5.8% | Added |
| Gagnon Securities LLC | 21,168 | $240.9K | 0.06% | −2,152−9.2% | Reduced |
| Bessemer Group Inc | 21,013 | $240.0K | 0.00% | +5,837+38.5% | Added |
| Independent Advisor Alliance | 21,041 | $239.4K | 0.01% | −7,147−25.4% | Reduced |
| Warren Averett Asset Management, LLC | 20,954 | $238.5K | 0.01% | −1,497−6.7% | Reduced |
| Wetherby Asset Management Inc | 20,839 | $237.1K | 0.01% | −3,155−13.1% | Reduced |
| We Are One Seven, LLC | 20,709 | $235.7K | 0.01% | −5,457−20.9% | Reduced |
| Provenance Wealth Advisors, LLC | 20,435 | $232.6K | 0.03% | +4,121+25.3% | Added |
| Sunbelt Securities, Inc. | 20,434 | $232.5K | 0.03% | +2,099+11.4% | Added |
| Eschler Asset Management LLP | 20,291 | $230.9K | 0.18% | −9,851−32.7% | Reduced |
| Intech Investment Management LLC | 20,140 | $229.2K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 20,070 | $228.8K | 0.02% | +8,430+72.4% | Added |
| Cary Street Partner Investment Advisory LLC | 20,103 | $228.8K | 0.01% | +755+3.9% | Added |
| WealthTrust Axiom LLC | 20,014 | $227.8K | 0.08% | +2,540+14.5% | Added |
| Edgewood Management LLC | 20,000 | $227.6K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 20,000 | $227.6K | 0.08% | +20,000 | New |
| Wesbanco Bank Inc | 19,934 | $226.8K | 0.01% | −8,475−29.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 19,885 | $226.3K | 0.08% | 00.0% | Unchanged |
| Privium Fund Management B.V. | 19,270 | $224.7K | 0.06% | +19,270 | New |
| Merit Financial Group, LLC | 19,610 | $223.2K | 0.01% | −2,081−9.6% | Reduced |
| Patten & Patten Inc | 19,455 | $221.4K | 0.02% | +3,168+19.5% | Added |
| Fulton Bank, N.A. | 19,281 | $219.4K | 0.01% | +2,831+17.2% | Added |
| Equitable Holdings, Inc. | 19,225 | $218.8K | 0.00% | −2,247−10.5% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 19,201 | $218.5K | 0.00% | +19,201 | New |
| Delta Financial Group, Inc. | 18,971 | $216.0K | 0.07% | −1,546−7.5% | Reduced |
| Greenleaf Trust | 18,805 | $214.0K | 0.00% | −26,500−58.5% | Reduced |
| Aptus Capital Advisors, LLC | 18,726 | $213.1K | 0.01% | −3,222−14.7% | Reduced |
| CAPROCK Group, Inc. | 18,689 | $212.7K | 0.01% | +3,983+27.1% | Added |
| Altfest L J & Co Inc | 18,580 | $211.0K | 0.03% | +6,012+47.8% | Added |
| TownSquare Capital, LLC | 18,522 | $210.8K | 0.00% | +4,249+29.8% | Added |
| CIBC World Markets Inc. | 18,464 | $210.0K | 0.00% | −332−1.8% | Reduced |
| Rathbone Brothers plc | 18,316 | $208.4K | 0.00% | −783−4.1% | Reduced |
| Clarius Group, LLC | 18,313 | $208.4K | 0.02% | +6,771+58.7% | Added |
| Valeo Financial Advisors, LLC | 18,172 | $206.8K | 0.01% | −8,669−32.3% | Reduced |
| Independent Financial Group, LLC | 18,147 | $206.5K | 0.01% | +265+1.5% | Added |
| Mirabaud & Cie SA | 18,144 | $206.5K | 0.07% | +18,144 | New |
| Burney Co | 18,138 | $206.4K | 0.01% | −1,979−9.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 18,121 | $206.2K | 0.02% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 18,056 | $205.5K | 0.04% | −2,033−10.1% | Reduced |
| EP Wealth Advisors, LLC | 17,924 | $204.0K | 0.00% | −11,954−40.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 17,912 | $203.8K | 0.02% | −1,533−7.9% | Reduced |
| Busey Wealth Management | 17,897 | $203.7K | 0.01% | −3,326−15.7% | Reduced |
| Elkhorn Partners Limited Partnership | 17,800 | $203.0K | 0.14% | −2,300−11.4% | Reduced |
| Amplius Wealth Advisors, LLC | 17,792 | $202.5K | 0.02% | +830+4.9% | Added |
| ProVise Management Group, LLC | 17,634 | $200.7K | 0.02% | −241−1.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 17,598 | $200.3K | 0.15% | +333+1.9% | Added |
| Retirement Group, LLC | 17,533 | $199.5K | 0.08% | −2,418−12.1% | Reduced |
| Silvercrest Asset Management Group LLC | 17,520 | $199.4K | 0.00% | −394−2.2% | Reduced |
| Cantor Fitzgerald, L. P. | 17,425 | $198.3K | 0.04% | −70−0.4% | Reduced |
| V-Square Quantitative Management LLC | 17,402 | $198.0K | 0.05% | 00.0% | Unchanged |
| Diligent Investors, LLC | 17,397 | $198.0K | 0.05% | −3,517−16.8% | Reduced |
| Round Hill Asset Management | 17,391 | $197.9K | 0.12% | −13,189−43.1% | Reduced |
| Integrated Advisors Network LLC | 17,314 | $197.0K | 0.01% | −3,127−15.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 17,127 | $194.9K | 0.05% | −1,459−7.8% | Reduced |
| Clear Harbor Asset Management, LLC | 17,111 | $194.7K | 0.02% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 17,093 | $194.5K | 0.01% | −2,287−11.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 17,042 | $193.9K | 0.01% | +17,042 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 17,000 | $193.5K | 0.16% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 16,976 | $193.2K | 0.01% | +5,967+54.2% | Added |
| Dorsey & Whitney Trust CO LLC | 16,963 | $193.0K | 0.01% | +16,963 | New |
| Golden State Equity Partners | 16,871 | $192.0K | 0.05% | +2,180+14.8% | Added |
| Balanced Rock Investment Advisor | 16,795 | $191.1K | 0.17% | +16,795 | New |
| Act Wealth Management, LLC | 16,724 | $190.3K | 0.10% | −192−1.1% | Reduced |
| Cubic Asset Management, LLC | 16,700 | $190.0K | 0.05% | −3,031−15.4% | Reduced |