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 |
|---|---|---|---|---|---|
| Global Wealth Strategies & Associates | 838 | $7.32K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 868 | $7.58K | 0.00% | −13−1.5% | Reduced |
| Bell Investment Advisors, Inc | 879 | $7.67K | 0.00% | +9+1.0% | Added |
| Assetmark, Inc | 884 | $7.72K | 0.00% | −689−43.8% | Reduced |
| Global Financial Private Client, LLC | 884 | $7.77K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 891 | $7.78K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 780 | $7.84K | 0.00% | +387+98.5% | Added |
| Paradigm Asset Management Co LLC | 900 | $7.86K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 839 | $8.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 935 | $8.16K | 0.01% | +51+5.8% | Added |
| Cranbrook Wealth Management, LLC | 937 | $8.18K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 962 | $8.40K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 983 | $8.58K | 0.00% | −443−31.1% | Reduced |
| Compass Wealth Management LLC | 988 | $8.63K | 0.00% | −173,504−99.4% | Reduced |
| Washington Trust Advisors, Inc. | 991 | $8.65K | 0.00% | −1,237−55.5% | Reduced |
| RFP Financial Group LLC | 1,002 | $8.75K | 0.00% | +156+18.4% | Added |
| Westside Investment Management, Inc. | 1,020 | $8.91K | 0.00% | −427−29.5% | Reduced |
| Old Point Trust & Financial Services N A | 1,036 | $9.04K | 0.00% | +274+36.0% | Added |
| Hilltop National Bank | 1,038 | $9.06K | 0.00% | +1,038 | New |
| Field & Main Bank | 1,048 | $9.15K | 0.00% | +122+13.2% | Added |
| Sachetta, LLC | 813 | $9.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,168 | $9.31K | 0.00% | −2−0.2% | Reduced |
| Bray Capital Advisors | 1,075 | $9.38K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,088 | $9.50K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 1,089 | $9.51K | 0.00% | −37−3.3% | Reduced |
| Sittner & Nelson, LLC | 1,104 | $9.64K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,124 | $9.81K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1,142 | $10.0K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,084 | $10.0K | 0.01% | +1,084 | New |
| CNB Bank | 1,166 | $10.2K | 0.00% | −610−34.3% | Reduced |
| Godsey & Gibb Associates | 1,181 | $10.3K | 0.00% | −351−22.9% | Reduced |
| FRG Family Wealth Advisors LLC | 1,401 | $10.3K | 0.00% | +1,401 | New |
| Front Row Advisors LLC | 1,202 | $10.5K | 0.00% | +1,202 | New |
| Citizens National Bank Trust Department | 1,217 | $10.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,225 | $10.7K | 0.00% | −2,298−65.2% | Reduced |
| Opal Wealth Advisors, LLC | 1,248 | $10.9K | 0.00% | +1,248 | New |
| Peoples Financial Services Corp. | 1,259 | $11.0K | 0.00% | −894−41.5% | Reduced |
| Financial Management Professionals, Inc. | 1,271 | $11.0K | 0.00% | −155−10.9% | Reduced |
| Colonial Trust Advisors | 1,280 | $11.2K | 0.00% | −31−2.4% | Reduced |
| GHP Investment Advisors, Inc. | 1,286 | $11.2K | 0.00% | −473−26.9% | Reduced |
| Barrett & Company, Inc. | 1,293 | $11.3K | 0.01% | −214−14.2% | Reduced |
| Register Financial Advisors LLC | 1,293 | $11.3K | 0.01% | +1,293 | New |
| JCIC Asset Management Inc. | 1,297 | $11.3K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,302 | $11.4K | 0.00% | −68−5.0% | Reduced |
| Palisade Asset Management, LLC | 1,307 | $11.4K | 0.00% | +1,307 | New |
| Planning Capital Management Corp | 1,312 | $11.5K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,348 | $11.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,357 | $11.8K | 0.00% | +528+63.7% | Added |
| EnRich Financial Partners LLC | 1,357 | $11.8K | 0.00% | +1,357 | New |
| Washington Trust Co | 1,381 | $12.1K | 0.00% | −481−25.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,427 | $12.5K | 0.00% | +1,360+2,029.9% | Added |
| Country Trust Bank | 1,444 | $12.6K | 0.00% | +51+3.7% | Added |
| Duncker Streett & Co Inc | 1,479 | $12.9K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 1,517 | $13.2K | 0.01% | −7−0.5% | Reduced |
| Norwood Financial Corp | 1,519 | $13.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,521 | $13.3K | 0.00% | +101+7.1% | Added |
| EverSource Wealth Advisors, LLC | 1,805 | $13.3K | 0.00% | −1,696−48.4% | Reduced |
| MV Capital Management, Inc. | 1,523 | $13.3K | 0.00% | −219−12.6% | Reduced |
| Twin Lakes Capital Management, LLC | 1,553 | $13.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,572 | $13.7K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,209 | $13.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,549 | $14.0K | 0.00% | −171−9.9% | Reduced |
| Baldwin Brothers Inc | 1,604 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,674 | $14.6K | 0.00% | −2−0.1% | Reduced |
| Archer Investment Corp | 1,688 | $14.7K | 0.00% | −1,017−37.6% | Reduced |
| Northwest Capital Management Inc | 1,692 | $14.8K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,716 | $15.0K | 0.00% | −61−3.4% | Reduced |
| Hartford Financial Management Inc. | 1,723 | $15.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,906 | $15.3K | 0.00% | +1,906 | New |
| Meeder Asset Management Inc | 1,757 | $15.3K | 0.00% | +1,757 | New |
| Harbor Investment Advisory, LLC | 1,806 | $15.8K | 0.00% | +42+2.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,875 | $15.9K | 0.00% | −834−30.8% | Reduced |
| Impact Partnership Wealth, LLC | 1,822 | $15.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,829 | $16.0K | 0.00% | +725+65.7% | Added |
| Hazlett, Burt & Watson, Inc. | 2,069 | $16.0K | 0.01% | +13+0.6% | Added |
| Kelly Financial Services LLC | 1,849 | $16.1K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,875 | $16.4K | 0.00% | +873+87.1% | Added |
| Tortoise Investment Management, LLC | 1,932 | $16.9K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 2,031 | $16.9K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,966 | $17.2K | 0.01% | −1,784−47.6% | Reduced |
| Horizon Financial Services, LLC | 2,025 | $17.7K | 0.01% | +2,025 | New |
| Capital Advisors, Ltd. LLC | 2,089 | $18.0K | 0.00% | −503−19.4% | Reduced |
| Clearstead Advisors, LLC | 2,163 | $18.1K | 0.00% | −718−24.9% | Reduced |
| Glen Eagle Advisors, LLC | 2,111 | $18.4K | 0.00% | +330+18.5% | Added |
| New Covenant Trust Company, N.A. | 2,121 | $18.5K | 0.02% | +2,121 | New |
| Peoples Bank | 2,130 | $18.6K | 0.01% | −6−0.3% | Reduced |
| Cacti Asset Management LLC | 2,419 | $18.7K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,147 | $18.7K | 0.01% | +196+10.0% | Added |
| Fortis Group Advisors, LLC | 2,150 | $18.8K | 0.00% | −2,151−50.0% | Reduced |
| Valley National Advisers Inc | 2,258 | $19.0K | 0.00% | −213−8.6% | Reduced |
| Hollencrest Capital Management | 2,266 | $19.8K | 0.00% | −205−8.3% | Reduced |
| GeoWealth Management, LLC | 2,288 | $20.0K | 0.00% | −1,993−46.6% | Reduced |
| TFC Financial Management | 2,318 | $20.2K | 0.00% | −158−6.4% | Reduced |
| Salomon & Ludwin, LLC | 2,331 | $20.4K | 0.00% | −6−0.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,345 | $20.5K | 0.00% | −24−1.0% | Reduced |
| Pacifica Partners Inc. | 2,435 | $20.5K | 0.01% | −48−1.9% | Reduced |
| CoreFirst Bank & Trust | 2,373 | $20.7K | 0.01% | −36−1.5% | Reduced |
| Riverview Trust Co | 2,378 | $20.8K | 0.02% | +2,378 | New |
| Smithfield Trust Co | 2,440 | $21.0K | 0.00% | −1,620−39.9% | Reduced |
| Asset Dedication, LLC | 2,435 | $21.0K | 0.00% | +17+0.7% | Added |