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 |
|---|---|---|---|---|---|
| NBT Bank N A | 2,418 | $21.1K | 0.00% | −145−5.7% | Reduced |
| Cape Investment Advisory, Inc. | 2,448 | $21.4K | 0.01% | −248−9.2% | Reduced |
| Johnson Financial Group, Inc. | 2,449 | $21.4K | 0.00% | −4,105−62.6% | Reduced |
| Ofi Invest Asset Management | 2,658 | $21.5K | 0.00% | +197+8.0% | Added |
| Estabrook Capital Management | 2,500 | $21.8K | 0.00% | −237−8.7% | Reduced |
| Beacon Capital Management, LLC | 2,540 | $22.2K | 0.00% | +146+6.1% | Added |
| Catalyst Capital Advisors LLC | 2,563 | $22.4K | 0.00% | −46,614−94.8% | Reduced |
| MCF Advisors LLC | 2,583 | $22.6K | 0.00% | −381−12.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,604 | $22.7K | 0.00% | −39−1.5% | Reduced |
| Aspire Private Capital, LLC | 2,620 | $22.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,622 | $22.9K | 0.00% | −620−19.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,593 | $23.0K | 0.00% | −37−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 2,643 | $23.2K | 0.01% | −414−13.5% | Reduced |
| FSA Wealth Management LLC | 2,674 | $23.3K | 0.01% | −6−0.2% | Reduced |
| Proequities, Inc. | 2,703 | $23.6K | 0.00% | −3,598−57.1% | Reduced |
| FinTrust Capital Advisors, LLC | 2,760 | $24.1K | 0.00% | −306−10.0% | Reduced |
| AdvisorNet Financial, Inc | 2,827 | $24.7K | 0.00% | −697−19.8% | Reduced |
| Bullock Wealth Management Group | 2,867 | $25.2K | 0.02% | +2,867 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,907 | $25.4K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2,958 | $25.8K | 0.03% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 3,000 | $26.2K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,061 | $26.7K | 0.00% | −871−22.2% | Reduced |
| New England Capital Financial Advisors LLC | 3,093 | $27.0K | 0.02% | +742+31.6% | Added |
| JFS Wealth Advisors, LLC | 3,107 | $27.1K | 0.00% | −250−7.4% | Reduced |
| Clear Point Advisors Inc. | 3,124 | $27.3K | 0.02% | −4−0.1% | Reduced |
| Crewe Advisors LLC | 3,134 | $27.4K | 0.00% | +3,134 | New |
| Bogart Wealth, LLC | 3,151 | $27.5K | 0.00% | +466+17.4% | Added |
| Larson Financial Group LLC | 3,229 | $28.2K | 0.00% | −1,092−25.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,303 | $28.8K | 0.01% | −638−16.2% | Reduced |
| Center for Financial Planning, Inc. | 3,345 | $29.2K | 0.00% | +193+6.1% | Added |
| First Financial Corp | 3,387 | $29.6K | 0.02% | +2,887+577.4% | Added |
| HBC Financial Services, PLLC | 4,021 | $30.0K | 0.02% | −448−10.0% | Reduced |
| SOA Wealth Advisors, LLC. | 3,438 | $30.0K | 0.01% | −84−2.4% | Reduced |
| Old Second National Bank of Aurora | 3,476 | $30.3K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 3,498 | $30.7K | 0.01% | +1,045+42.6% | Added |
| McIlrath & Eck, LLC | 3,538 | $30.9K | 0.00% | +63+1.8% | Added |
| Truvestments Capital LLC | 3,547 | $31.0K | 0.01% | −2,521−41.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,550 | $31.0K | 0.01% | −153−4.1% | Reduced |
| Rakuten Securities, Inc. | 3,553 | $31.0K | 0.01% | +484+15.8% | Added |
| TD Private Client Wealth LLC | 3,730 | $32.6K | 0.00% | −23,368−86.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 2,867 | $32.6K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 3,739 | $32.6K | 0.03% | +3,739 | New |
| WR Wealth Planners, LLC | 3,773 | $32.9K | 0.01% | +3,773 | New |
| Quent Capital, LLC | 3,845 | $33.6K | 0.00% | +45+1.2% | Added |
| Jones Financial Companies LLLP | 3,853 | $33.6K | 0.00% | +144+3.9% | Added |
| Sandy Spring Bank | 3,872 | $33.8K | 0.00% | +14+0.4% | Added |
| Gradient Investments LLC | 3,947 | $34.5K | 0.00% | −7,518−65.6% | Reduced |
| Quadrant Capital Group LLC | 3,962 | $34.6K | 0.00% | −2,777−41.2% | Reduced |
| Transcendent Capital Group LLC | 4,003 | $34.9K | 0.02% | +3,480+665.4% | Added |
| Carolinas Wealth Consulting LLC | 4,195 | $36.6K | 0.01% | −1,132−21.3% | Reduced |
| City State Bank | 4,188 | $37.0K | 0.02% | +129+3.2% | Added |
| Financial Perspectives, Inc | 4,246 | $37.1K | 0.01% | −262−5.8% | Reduced |
| Westpac Banking Corp | 4,259 | $37.2K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4,309 | $37.6K | 0.00% | +258+6.4% | Added |
| M&R Capital Management Inc | 4,380 | $38.2K | 0.01% | −112,985−96.3% | Reduced |
| PFS Partners, LLC | 4,450 | $38.8K | 0.03% | −319−6.7% | Reduced |
| Parkside Financial Bank & Trust | 4,452 | $38.9K | 0.01% | −590−11.7% | Reduced |
| LRI Investments, LLC | 4,510 | $39.4K | 0.01% | +4,510 | New |
| Concord Wealth Partners | 4,535 | $39.6K | 0.01% | +1,027+29.3% | Added |
| Systematic Financial Management LP | 4,620 | $40.3K | 0.00% | +4,500+3,750.0% | Added |
| Newbridge Financial Services Group, Inc. | 4,792 | $41.8K | 0.02% | +1,920+66.9% | Added |
| State Farm Mutual Automobile Insurance Co | 4,838 | $42.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,873 | $42.5K | 0.00% | −4,507−48.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,951 | $43.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,985 | $43.5K | 0.01% | −241−4.6% | Reduced |
| St Germain D J Co Inc | 5,226 | $45.6K | 0.00% | −232−4.3% | Reduced |
| Key Financial Inc | 5,246 | $45.8K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 5,317 | $46.4K | 0.01% | +1,488+38.9% | Added |
| Deseret Mutual Benefit Administrators | 5,420 | $47.3K | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 5,421 | $47.3K | 0.03% | −733−11.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,478 | $47.8K | 0.01% | −746−12.0% | Reduced |
| Horrell Capital Management, Inc. | 5,500 | $48.0K | 0.01% | +5,500 | New |
| CX Institutional | 5,507 | $48.1K | 0.00% | −29,907−84.4% | Reduced |
| Gen-Wealth Partners Inc | 5,507 | $48.1K | 0.02% | +5,507 | New |
| Ronald Blue Trust, Inc. | 5,556 | $48.5K | 0.00% | −698−11.2% | Reduced |
| Vestor Capital, LLC | 5,638 | $49.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 5,642 | $49.3K | 0.00% | +5,642 | New |
| Logan Capital Management Inc | 5,686 | $49.7K | 0.00% | −52,664−90.3% | Reduced |
| Platinum Investment Management Ltd | 5,967 | $52.1K | 0.00% | +1,766+42.0% | Added |
| HM Payson & Co | 6,062 | $52.9K | 0.00% | −114−1.8% | Reduced |
| Lindbrook Capital, LLC | 6,433 | $56.2K | 0.01% | −3,455−34.9% | Reduced |
| Cambridge Trust Co | 6,569 | $57.3K | 0.00% | −24−0.4% | Reduced |
| Bessemer Group Inc | 6,884 | $59.0K | 0.00% | −14,129−67.2% | Reduced |
| Whittier Trust Co | 6,767 | $59.0K | 0.00% | −5,301−43.9% | Reduced |
| Pingora Partners LLC | 6,835 | $59.7K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 6,900 | $60.2K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6,942 | $60.6K | 0.00% | −507−6.8% | Reduced |
| Ostrum Asset Management | 7,091 | $61.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7,262 | $63.4K | 0.01% | +1,148+18.8% | Added |
| BNP Paribas | 7,397 | $64.7K | 0.00% | +7,397 | New |
| American National Bank | 7,503 | $65.5K | 0.01% | +2,204+41.6% | Added |
| Anchor Investment Management, LLC | 7,620 | $66.5K | 0.01% | −1,602−17.4% | Reduced |
| Pacific Center for Financial Services | 7,677 | $67.0K | 0.02% | −1,773−18.8% | Reduced |
| Hexagon Capital Partners LLC | 7,767 | $67.8K | 0.02% | −1,979−20.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 7,881 | $68.8K | 0.02% | +7,881 | New |
| Central Trust Co | 8,185 | $71.5K | 0.00% | −1,837−18.3% | Reduced |
| Northwest Investment Counselors, LLC | 8,208 | $71.7K | 0.02% | +8,208 | New |
| Gables Capital Management Inc. | 9,162 | $80.0K | 0.04% | −1,493−14.0% | Reduced |
| Optimum Investment Advisors | 9,338 | $81.5K | 0.04% | −15−0.2% | Reduced |
| Parallel Advisors, LLC | 9,464 | $82.6K | 0.00% | +1,716+22.1% | Added |