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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 11,260 | $128.1K | 0.10% | −19,593−63.5% | Reduced |
| Garden State Investment Advisory Services LLC | 11,227 | $127.8K | 0.05% | −1,789−13.7% | Reduced |
| Beacon Financial Advisory LLC | 11,213 | $127.6K | 0.06% | −275−2.4% | Reduced |
| GAMMA Investing LLC | 12,733 | $127.6K | 0.03% | +12,733 | New |
| EntryPoint Capital, LLC | 11,169 | $127.1K | 0.12% | +11,169 | New |
| NewEdge Wealth, LLC | 11,166 | $127.1K | 0.00% | −3,849−25.6% | Reduced |
| Kempner Capital Management Inc. | 11,175 | $127.0K | 0.07% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 11,110 | $126.4K | 0.13% | −1,200−9.7% | Reduced |
| Drive Wealth Management, LLC | 11,029 | $125.5K | 0.04% | −1,500−12.0% | Reduced |
| Great Valley Advisor Group, Inc. | 10,973 | $124.6K | 0.00% | −2,152−16.4% | Reduced |
| HBK Sorce Advisory LLC | 10,891 | $123.9K | 0.00% | −1,176−9.7% | Reduced |
| Ameritas Advisory Services, LLC | 11,569 | $123.3K | 0.01% | +11,569 | New |
| Virtue Capital Management, LLC | 11,037 | $123.3K | 0.03% | +11,037 | New |
| Quadcap Wealth Management, LLC | 10,755 | $122.4K | 0.03% | +10,755 | New |
| Legacy Financial Advisors, Inc. | 10,736 | $122.2K | 0.02% | +375+3.6% | Added |
| Hall Laurie J Trustee | 10,702 | $122.0K | 0.05% | −2,823−20.9% | Reduced |
| Telos Capital Management, Inc. | 10,720 | $122.0K | 0.01% | −88−0.8% | Reduced |
| Sherbrooke Park Advisers LLC | 10,709 | $121.9K | 0.06% | +10,709 | New |
| First National Bank | 10,694 | $121.7K | 0.10% | +463+4.5% | Added |
| Congress Wealth Management LLC | 10,681 | $121.6K | 0.00% | +76+0.7% | Added |
| Gables Capital Management Inc. | 10,655 | $121.3K | 0.08% | −150−1.4% | Reduced |
| Bruce & Co., Inc. | 10,642 | $121.1K | 0.04% | −1,209−10.2% | Reduced |
| Quotient Wealth Partners, LLC | 10,614 | $120.8K | 0.00% | +10,614 | New |
| Good Life Advisors, LLC | 10,586 | $120.5K | 0.01% | −887−7.7% | Reduced |
| Tompkins Financial Corp | 10,579 | $120.4K | 0.01% | −727−6.4% | Reduced |
| Csenge Advisory Group | 10,579 | $120.4K | 0.01% | −2,485−19.0% | Reduced |
| Greenland Capital Management LP | 10,576 | $120.4K | 0.02% | −113,740−91.5% | Reduced |
| Abn Amro Investment Solutions | 10,562 | $120.2K | 0.00% | +10,562 | New |
| Foundations Investment Advisors, LLC | 11,480 | $120.1K | 0.00% | −1,916−14.3% | Reduced |
| TCI Wealth Advisors, Inc. | 10,535 | $119.9K | 0.01% | +10,535 | New |
| Dorchester Wealth Management Co | 10,535 | $119.9K | 0.02% | −324−3.0% | Reduced |
| Silverlake Wealth Management LLC | 10,470 | $119.1K | 0.07% | −426−3.9% | Reduced |
| Covestor Ltd | 10,486 | $119.0K | 0.08% | +9+0.1% | Added |
| SYSTM Wealth Solutions LLC | 10,403 | $118.4K | 0.02% | +10,403 | New |
| Lakeview Capital Partners, LLC | 10,401 | $118.4K | 0.02% | +75+0.7% | Added |
| Alan B. Lancz & Associates, Inc. | 10,391 | $118.3K | 0.12% | −2,997−22.4% | Reduced |
| Lifeworks Advisors, LLC | 10,381 | $118.1K | 0.04% | −751−6.7% | Reduced |
| Western Wealth Management, LLC | 10,375 | $118.1K | 0.01% | −406−3.8% | Reduced |
| Baker Avenue Asset Management, LP | 10,338 | $117.6K | 0.01% | +430+4.3% | Added |
| Stratos Wealth Advisors, LLC | 10,332 | $117.6K | 0.01% | +327+3.3% | Added |
| First City Capital Management, Inc. | 10,310 | $117.3K | 0.07% | −1,867−15.3% | Reduced |
| Perennial Investment Advisors, LLC | 10,307 | $117.3K | 0.02% | −627−5.7% | Reduced |
| RFG Advisory, LLC | 10,257 | $116.7K | 0.00% | +231+2.3% | Added |
| Atomi Financial Group, Inc. | 10,256 | $116.7K | 0.02% | +10,256 | New |
| PFG Investments, LLC | 10,245 | $116.6K | 0.02% | −1,806−15.0% | Reduced |
| Penserra Capital Management LLC | 10,285 | $116.0K | 0.00% | −2,150−17.3% | Reduced |
| KPP Advisory Services LLC | 10,118 | $115.1K | 0.10% | −1,513−13.0% | Reduced |
| Octavia Wealth Advisors, LLC | 10,100 | $114.9K | 0.02% | +10,100 | New |
| SageView Advisory Group, LLC | 11,370 | $114.8K | 0.00% | +11,370 | New |
| Central Trust Co | 10,022 | $114.1K | 0.00% | −1,908−16.0% | Reduced |
| Hantz Financial Services, Inc. | 9,986 | $114.0K | 0.00% | +1,294+14.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,016 | $114.0K | 0.01% | +10,016 | New |
| Lindbrook Capital, LLC | 9,888 | $112.5K | 0.01% | +2,196+28.5% | Added |
| Hexagon Capital Partners LLC | 9,746 | $110.9K | 0.03% | +691+7.6% | Added |
| Pacific Center for Financial Services | 9,450 | $107.5K | 0.03% | −2,652−21.9% | Reduced |
| North Star Investment Management Corp. | 9,380 | $106.7K | 0.01% | +151+1.6% | Added |
| Optimum Investment Advisors | 9,353 | $106.4K | 0.05% | −3,529−27.4% | Reduced |
| Anchor Investment Management, LLC | 9,222 | $104.9K | 0.01% | −908−9.0% | Reduced |
| Farther Finance Advisors, LLC | 8,946 | $101.8K | 0.01% | +380+4.4% | Added |
| Armstrong Advisory Group, Inc | 8,162 | $92.9K | 0.01% | −68−0.8% | Reduced |
| Parallel Advisors, LLC | 7,748 | $88.2K | 0.00% | −489−5.9% | Reduced |
| TCTC Holdings, LLC | 7,449 | $84.8K | 0.00% | −224−2.9% | Reduced |
| BNP Paribas Arbitrage, SA | 7,389 | $84.1K | 0.00% | +7,389 | New |
| Ostrum Asset Management | 7,091 | $80.7K | 0.01% | +30+0.4% | Added |
| Lazard Asset Management LLC | 7,146 | $80.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 6,900 | $78.5K | 0.04% | 00.0% | Unchanged |
| Pingora Partners LLC | 6,835 | $77.8K | 0.07% | +6,835 | New |
| Quadrant Capital Group LLC | 6,739 | $76.7K | 0.01% | −3,656−35.2% | Reduced |
| Cambridge Trust Co | 6,593 | $75.0K | 0.00% | −998−13.1% | Reduced |
| Johnson Financial Group, Inc. | 6,554 | $74.6K | 0.00% | +6,517+17,613.5% | Added |
| Investors Research Corp | 6,420 | $73.1K | 0.02% | −3,416−34.7% | Reduced |
| Proequities, Inc. | 6,301 | $71.7K | 0.01% | −1,041−14.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,224 | $70.8K | 0.01% | −4,785−43.5% | Reduced |
| HM Payson & Co | 6,176 | $70.3K | 0.00% | −4,608−42.7% | Reduced |
| AlphaCentric Advisors LLC | 6,154 | $70.0K | 0.05% | +6,154 | New |
| Private Trust Co NA | 6,114 | $69.6K | 0.01% | −578−8.6% | Reduced |
| Truvestments Capital LLC | 6,068 | $69.1K | 0.03% | −61−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 6,254 | $68.0K | 0.00% | +1,076+20.8% | Added |
| Scarborough Advisors, LLC | 5,856 | $66.6K | 0.01% | +5,856 | New |
| Vestor Capital, LLC | 5,638 | $64.0K | 0.01% | −595−9.5% | Reduced |
| St Germain D J Co Inc | 5,458 | $62.1K | 0.00% | −229−4.0% | Reduced |
| Deseret Mutual Benefit Administrators | 5,420 | $61.7K | 0.04% | −2,339−30.1% | Reduced |
| American National Bank | 5,299 | $60.3K | 0.01% | −525−9.0% | Reduced |
| Bokf, NA | 5,256 | $59.8K | 0.00% | −7,890−60.0% | Reduced |
| Key Financial Inc | 5,246 | $59.7K | 0.02% | −138−2.6% | Reduced |
| Princeton Global Asset Management LLC | 5,226 | $59.5K | 0.01% | +241+4.8% | Added |
| Parkside Financial Bank & Trust | 5,042 | $57.4K | 0.01% | −292−5.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,951 | $56.3K | 0.01% | +2,057+71.1% | Added |
| China Universal Asset Management Co., Ltd. | 4,932 | $56.1K | 0.01% | −4,150−45.7% | Reduced |
| State Farm Mutual Automobile Insurance Co | 4,838 | $55.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 4,769 | $54.3K | 0.04% | +296+6.6% | Added |
| Manchester Capital Management LLC | 4,722 | $53.7K | 0.01% | +4,319+1,071.7% | Added |
| Financial Perspectives, Inc | 4,508 | $51.3K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,327 | $50.1K | 0.01% | −640−10.7% | Reduced |
| HBC Financial Services, PLLC | 4,469 | $50.0K | 0.03% | +4,469 | New |
| Larson Financial Group LLC | 4,321 | $49.2K | 0.00% | −925−17.6% | Reduced |
| GeoWealth Management, LLC | 4,281 | $49.0K | 0.00% | +4,281 | New |
| Fortis Group Advisors, LLC | 4,301 | $48.9K | 0.01% | +1,954+83.3% | Added |
| Westpac Banking Corp | 4,259 | $48.5K | 0.00% | −2,378−35.8% | Reduced |
| Platinum Investment Management Ltd | 4,201 | $47.8K | 0.00% | 00.0% | Unchanged |