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; 1,316 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, Q1 2024
Institutional positions in Warner Bros. Discovery, Inc. as of Mar 31, 2024. 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
- 1,217
- −24 vs. Q4 2023
- Shares held
- 1.48B
- +22.2M (+1.5%) vs. Q4 2023
- Total value
- $12.9B
- −$3.64B (−22.0%) vs. Q4 2023
- New holders
- 114
- 386 more added
- Sold out
- 138
- 522 more reduced
21 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,316 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Warner Bros. Discovery, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 194 | $1.69K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 205 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 210 | $1.83K | 0.00% | −84−28.6% | Reduced |
| Annapolis Financial Services, LLC | 216 | $1.89K | 0.00% | −7−3.1% | Reduced |
| Arrow Financial Corp | 217 | $1.90K | 0.00% | −165−43.2% | Reduced |
| Maryland Capital Advisors Inc. | 219 | $1.91K | 0.00% | −241−52.4% | Reduced |
| Global Trust Asset Management, LLC | 224 | $1.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 150 | $2.00K | 0.00% | −203−57.5% | Reduced |
| Keener Financial Planning LLC | 168 | $2.00K | 0.00% | −153−47.7% | Reduced |
| EMC Capital Management | 225 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 246 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 229 | $2.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 240 | $2.00K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 231 | $2.02K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 232 | $2.02K | 0.00% | −744−76.2% | Reduced |
| United Community Bank | 240 | $2.09K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 247 | $2.16K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 254 | $2.22K | 0.00% | +89+53.9% | Added |
| Park Place Capital Corp | 258 | $2.25K | 0.00% | −240−48.2% | Reduced |
| Global Assets Advisory, LLC | 20,797 | $2.37K | 0.11% | +20,797 | New |
| Vima LLC | 159 | $2.40K | 0.00% | +16+11.2% | Added |
| Quarry LP | 276 | $2.41K | 0.00% | +276 | New |
| Webster Bank, N. A. | 276 | $2.41K | 0.00% | −909−76.7% | Reduced |
| Wolff Wiese Magana LLC | 279 | $2.44K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 279 | $2.44K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 289 | $2.52K | 0.00% | +289 | New |
| Chesapeake Asset Management LLC | 299 | $2.61K | 0.00% | −234−43.9% | Reduced |
| Motco | 299 | $2.61K | 0.00% | −5−1.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 301 | $2.63K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 313 | $2.73K | 0.00% | +37+13.4% | Added |
| Dunhill Financial, LLC | 315 | $2.75K | 0.00% | +134+74.0% | Added |
| Semmax Financial Advisors Inc. | 342 | $2.87K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 331 | $2.89K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 334 | $2.92K | 0.00% | −64−16.1% | Reduced |
| West Branch Capital LLC | 338 | $2.95K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 330 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 347 | $3.03K | 0.00% | +83+31.4% | Added |
| Tanglewood Legacy Advisors, LLC | 353 | $3.08K | 0.00% | −198−35.9% | Reduced |
| American Capital Advisory, LLC | 205 | $3.10K | 0.00% | −193−48.5% | Reduced |
| Abound Wealth Management | 373 | $3.26K | 0.00% | −153−29.1% | Reduced |
| PSI Advisors, LLC | 382 | $3.33K | 0.00% | −81−17.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 385 | $3.36K | 0.00% | −315−45.0% | Reduced |
| First Pacific Financial | 386 | $3.37K | 0.00% | +241+166.2% | Added |
| LifeSteps Financial, Inc. | 388 | $3.39K | 0.00% | +388 | New |
| Clear Investment Research, LLC | 398 | $3.48K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 423 | $3.48K | 0.00% | −40−8.6% | Reduced |
| Bleichroeder LP | 399 | $3.48K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 409 | $3.57K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 418 | $3.65K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 426 | $3.72K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 434 | $3.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 440 | $3.84K | 0.00% | −41−8.5% | Reduced |
| Rocky Mountain Advisers, LLC | 444 | $3.88K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 450 | $3.93K | 0.00% | −35−7.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 458 | $4.00K | 0.00% | −72−13.6% | Reduced |
| Horizon Bancorp Inc | 456 | $4.00K | 0.00% | −584−56.2% | Reduced |
| Capital Analysts, LLC | 476 | $4.00K | 0.00% | −312−39.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 476 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 424 | $4.00K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 460 | $4.02K | 0.00% | −9,943−95.6% | Reduced |
| HighMark Wealth Management LLC | 472 | $4.12K | 0.00% | +195+70.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 481 | $4.20K | 0.00% | −232−32.5% | Reduced |
| Ramirez Asset Management, Inc. | 483 | $4.22K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 484 | $4.23K | 0.00% | −272−36.0% | Reduced |
| Laurel Wealth Advisors LLC | 486 | $4.24K | 0.00% | −65−11.8% | Reduced |
| Castleview Partners, LLC | 486 | $4.24K | 0.00% | +40+9.0% | Added |
| Financial Avengers, Inc. | 485 | $4.26K | 0.00% | −198−29.0% | Reduced |
| Halpern Financial, Inc. | 498 | $4.35K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 499 | $4.36K | 0.00% | −12−2.3% | Reduced |
| First Personal Financial Services | 505 | $4.41K | 0.00% | −140−21.7% | Reduced |
| Oakworth Capital, Inc. | 507 | $4.43K | 0.00% | +72+16.6% | Added |
| Cypress Capital Management LLC (WY) | 527 | $4.60K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 529 | $4.62K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 537 | $4.69K | 0.00% | −4,185−88.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 544 | $4.75K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 561 | $4.90K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 579 | $5.05K | 0.00% | −138−19.2% | Reduced |
| Heritage Wealth Advisors | 586 | $5.12K | 0.00% | −24−3.9% | Reduced |
| Zions Bancorporation, N.A. | 598 | $5.22K | 0.00% | −158−20.9% | Reduced |
| Creative Capital Management Investments LLC | 617 | $5.39K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 619 | $5.40K | 0.00% | −210−25.3% | Reduced |
| Boyd Watterson Asset Management LLC | 657 | $5.74K | 0.00% | −205−23.8% | Reduced |
| CGC Financial Services, LLC | 662 | $5.78K | 0.00% | +67+11.3% | Added |
| Venturi Wealth Management, LLC | 665 | $5.81K | 0.00% | −125−15.8% | Reduced |
| Central Bank & Trust Co | 671 | $5.86K | 0.00% | −1,991−74.8% | Reduced |
| POM Investment Strategies, LLC | 688 | $6.01K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 690 | $6.02K | 0.00% | −116−14.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 692 | $6.05K | 0.00% | −52−7.0% | Reduced |
| IAG Wealth Partners, LLC | 701 | $6.12K | 0.00% | +147+26.5% | Added |
| Rise Advisors, LLC | 711 | $6.21K | 0.00% | −19−2.6% | Reduced |
| Spotlight Asset Group, Inc. | 725 | $6.33K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 725 | $6.33K | 0.00% | +107+17.3% | Added |
| Frazier Financial Advisors, LLC | 736 | $6.43K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 766 | $6.69K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 768 | $6.70K | 0.00% | −155−16.8% | Reduced |
| Ameliora Wealth Management Ltd. | 799 | $6.97K | 0.00% | +725+979.7% | Added |
| GW&K Investment Management, LLC | 783 | $7.00K | 0.00% | −81−9.4% | Reduced |
| AlphaMark Advisors, LLC | 748 | $7.00K | 0.00% | −134−15.2% | Reduced |
| Caldwell Trust Co | 813 | $7.10K | 0.00% | −2,117−72.3% | Reduced |
| Bellevue Asset Management, LLC | 818 | $7.14K | 0.00% | −45−5.2% | Reduced |