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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 16,595 | $188.9K | 0.03% | −457−2.7% | Reduced |
| Founders Financial Alliance, LLC | 16,562 | $188.5K | 0.07% | −3,875−19.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,503 | $187.8K | 0.02% | −7,213−30.4% | Reduced |
| Wealth Management Associates, Inc. | 16,459 | $187.3K | 0.10% | −1,524−8.5% | Reduced |
| Vantage Consulting Group Inc | 16,325 | $185.8K | 0.12% | −1,095−6.3% | Reduced |
| Perennial Advisors, LLC | 16,248 | $184.9K | 0.05% | −22,609−58.2% | Reduced |
| Qtron Investments LLC | 16,226 | $184.7K | 0.03% | +16,226 | New |
| Dakota Wealth Management | 16,203 | $184.4K | 0.01% | +2,705+20.0% | Added |
| Farmers & Merchants Investments Inc | 16,168 | $184.0K | 0.01% | −164−1.0% | Reduced |
| Point72 Europe (London) LLP | 16,116 | $183.4K | 0.02% | +16,116 | New |
| Coldstream Capital Management Inc | 16,054 | $182.7K | 0.01% | −649−3.9% | Reduced |
| Nations Financial Group Inc, | 16,014 | $182.2K | 0.02% | −80−0.5% | Reduced |
| Snowden Capital Advisors LLC | 15,938 | $181.4K | 0.01% | −937−5.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 15,725 | $179.0K | 0.03% | −866−5.2% | Reduced |
| Cornerstone Wealth Management, LLC | 15,716 | $178.8K | 0.02% | −3,092−16.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,713 | $178.8K | 0.01% | +1,774+12.7% | Added |
| Jackson Hole Capital Partners, LLC | 15,578 | $177.3K | 0.05% | +186+1.2% | Added |
| Prelude Capital Management, LLC | 15,506 | $176.5K | 0.02% | +15,506 | New |
| Clearline Capital LP | 15,352 | $174.7K | 0.02% | −68,981−81.8% | Reduced |
| Glenview Trust Co | 15,183 | $172.8K | 0.00% | +918+6.4% | Added |
| Stonegate Investment Group, LLC | 15,042 | $171.2K | 0.01% | −3,023−16.7% | 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 |
| Whittier Trust Co of Nevada Inc | 14,934 | $169.9K | 0.01% | −1,540−9.3% | Reduced |
| S&CO Inc | 14,853 | $169.0K | 0.01% | −2,198−12.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,653 | $166.8K | 0.00% | −1,633,383−99.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,574 | $165.9K | 0.05% | −1,056−6.8% | Reduced |
| Lazari Capital Management, Inc. | 14,547 | $165.5K | 0.09% | −2,257−13.4% | Reduced |
| Investors Asset Management of Georgia Inc | 14,431 | $164.3K | 0.08% | +227+1.6% | Added |
| Burkett Financial Services, LLC | 14,351 | $163.3K | 0.09% | +14,351 | New |
| Alta Wealth Advisors LLC | 14,336 | $163.1K | 0.09% | −1,171−7.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 14,287 | $162.6K | 0.01% | +14,287 | New |
| Brown Brothers Harriman & Co | 14,286 | $162.6K | 0.00% | +724+5.3% | Added |
| Albert D Mason Inc | 14,185 | $161.0K | 0.11% | +100+0.7% | Added |
| Global Retirement Partners, LLC | 15,542 | $160.9K | 0.01% | −1,196−7.1% | Reduced |
| Magnetar Financial LLC | 14,103 | $160.5K | 0.00% | −48,216−77.4% | Reduced |
| Caption Management, LLC | 14,100 | $160.5K | 0.02% | +14,100 | New |
| Pinnacle West Asset Management, Inc. | 14,094 | $160.0K | 0.14% | +2,088+17.4% | Added |
| Umb Bank N A | 14,021 | $159.6K | 0.00% | −30−0.2% | Reduced |
| Cidel Asset Management Inc | 13,988 | $159.2K | 0.01% | +13,988 | New |
| Claret Asset Management Corp | 14,008 | $159.0K | 0.03% | +131+0.9% | Added |
| Harbour Investments, Inc. | 13,960 | $158.9K | 0.01% | +767+5.8% | Added |
| Johnson Investment Counsel Inc | 13,953 | $158.8K | 0.00% | −6,828−32.9% | Reduced |
| Mather Group, LLC. | 13,918 | $158.4K | 0.00% | +13,918 | New |
| Bridgeworth, LLC | 13,845 | $157.6K | 0.02% | +952+7.4% | Added |
| Marble Harbor Investment Counsel, LLC | 13,781 | $156.8K | 0.02% | +521+3.9% | Added |
| Beacon Financial Group | 13,696 | $155.9K | 0.02% | +13,696 | New |
| Gillespie Robinson & Grimm Inc | 13,646 | $155.3K | 0.01% | +13,646 | New |
| Chicago Partners Investment Group LLC | 14,857 | $154.7K | 0.01% | −1,278−7.9% | Reduced |
| Family Management Corp | 13,468 | $153.3K | 0.03% | −408−2.9% | Reduced |
| Western Pacific Wealth Management, LP | 13,438 | $152.9K | 0.11% | +615+4.8% | Added |
| Exencial Wealth Advisors, LLC | 13,377 | $152.2K | 0.01% | −2,335−14.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 13,339 | $151.8K | 0.01% | +12+0.1% | Added |
| Balentine LLC | 13,323 | $151.6K | 0.00% | −24,482−64.8% | Reduced |
| Desjardins Global Asset Management Inc. | 13,228 | $150.6K | 0.02% | +197+1.5% | Added |
| Essex Financial Services, Inc. | 13,221 | $150.5K | 0.02% | −3,094−19.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 14,226 | $149.9K | 0.03% | +14,226 | New |
| Cullen/Frost Bankers, Inc. | 13,116 | $149.3K | 0.00% | −8,942−40.5% | Reduced |
| Apexium Financial, LP | 13,023 | $148.2K | 0.01% | +46+0.4% | Added |
| Summit Trail Advisors, LLC | 13,008 | $148.0K | 0.00% | −3,310−20.3% | Reduced |
| Argyle Capital Management Inc. | 13,002 | $148.0K | 0.06% | −8,442−39.4% | Reduced |
| Maven Securities LTD | 12,866 | $146.4K | 0.02% | +12,866 | New |
| Moser Wealth Advisors, LLC | 12,739 | $145.0K | 0.09% | −1,500−10.5% | Reduced |
| Forum Financial Management, LP | 12,639 | $143.8K | 0.00% | −29,540−70.0% | Reduced |
| Cutler Capital Management, LLC | 12,637 | $143.8K | 0.06% | 00.0% | Unchanged |
| Plancorp, LLC | 12,607 | $143.5K | 0.01% | −14,027−52.7% | Reduced |
| Flagship Harbor Advisors, LLC | 12,505 | $142.3K | 0.01% | −532−4.1% | Reduced |
| Schulhoff & Co Inc | 12,418 | $141.3K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12,437 | $141.0K | 0.01% | −1,106−8.2% | Reduced |
| Ausdal Financial Partners, Inc. | 12,371 | $140.8K | 0.02% | −1,331−9.7% | Reduced |
| Ballentine Partners, LLC | 12,364 | $140.7K | 0.00% | +12,364 | New |
| Belpointe Asset Management LLC | 12,257 | $139.5K | 0.01% | +1,694+16.0% | Added |
| Patton Fund Management, Inc. | 12,245 | $139.3K | 0.03% | +12,245 | New |
| City Holding Co | 12,243 | $139.3K | 0.02% | −2,651−17.8% | Reduced |
| Brighton Jones LLC | 12,227 | $139.1K | 0.01% | +12,227 | New |
| Reuter James Wealth Management, LLC | 12,222 | $139.1K | 0.09% | −1,677−12.1% | Reduced |
| Thoroughbred Financial Services, LLC | 12,274 | $139.0K | 0.01% | −21,343−63.5% | Reduced |
| Washington Trust Bank | 12,211 | $139.0K | 0.01% | −2,011−14.1% | Reduced |
| Conning Inc. | 12,163 | $138.4K | 0.00% | −741−5.7% | Reduced |
| Insigneo Advisory Services, LLC | 12,099 | $137.7K | 0.02% | +12,099 | New |
| Vident Advisory, LLC | 12,090 | $137.6K | 0.00% | +1,293+12.0% | Added |
| Whittier Trust Co | 12,068 | $137.3K | 0.00% | −4,289−26.2% | Reduced |
| Hoylecohen, LLC | 11,965 | $136.2K | 0.01% | +44+0.4% | Added |
| Focused Wealth Management, Inc | 11,927 | $135.7K | 0.02% | −675−5.4% | Reduced |
| Private Portfolio Partners LLC | 11,898 | $135.4K | 0.03% | +87+0.7% | Added |
| Walker Asset Management, LLC | 11,871 | $135.1K | 0.10% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 11,853 | $134.9K | 0.01% | −651−5.2% | Reduced |
| Ascent Group, LLC | 13,347 | $132.9K | 0.01% | +13,347 | New |
| LongView Wealth Management | 11,995 | $132.3K | 0.06% | +11,995 | New |
| Rothschild Investment LLC | 11,611 | $132.1K | 0.01% | +11,611 | New |
| Sentry Investment Management LLC | 11,596 | $132.0K | 0.06% | −1,246−9.7% | Reduced |
| Aviso Wealth Management | 11,547 | $131.4K | 0.10% | +11,547 | New |
| Gradient Investments LLC | 11,465 | $130.5K | 0.00% | −94−0.8% | Reduced |
| Buckingham Strategic Partners | 11,372 | $129.4K | 0.01% | −21,690−65.6% | Reduced |
| Summit Financial, LLC | 11,349 | $129.2K | 0.01% | −233−2.0% | Reduced |
| Diversified Trust Co | 11,282 | $128.4K | 0.00% | +11,282 | New |
| Intrua Financial, LLC | 11,282 | $128.4K | 0.02% | −2,362−17.3% | Reduced |
| Fiduciary Trust Co | 11,282 | $128.4K | 0.00% | −27,480−70.9% | Reduced |
| Widmann Financial Services, Inc. | 11,263 | $128.2K | 0.12% | −1,763−13.5% | Reduced |