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, 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 | 1,317 | $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, 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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 23,403 | $204.3K | 0.01% | −580−2.4% | Reduced |
| Auto-Owners Insurance Co | 23,527 | $205.4K | 0.01% | 00.0% | Unchanged |
| Patten & Patten Inc | 23,661 | $206.6K | 0.01% | +4,206+21.6% | Added |
| Cigna Investments Inc | 23,811 | $208.0K | 0.04% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 23,900 | $209.0K | 0.01% | −1,563−6.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 24,072 | $210.1K | 0.01% | +24,072 | New |
| Kingsview Wealth Management, LLC | 24,184 | $211.1K | 0.01% | −1,635−6.3% | Reduced |
| Concurrent Investment Advisors, LLC | 24,256 | $211.8K | 0.01% | −2,627−9.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 24,290 | $212.1K | 0.02% | +622+2.6% | Added |
| Wealthfront Advisers LLC | 24,336 | $212.5K | 0.00% | −32,769−57.4% | Reduced |
| Boston Private Wealth LLC | 24,433 | $213.3K | 0.00% | −7,578−23.7% | Reduced |
| Signaturefd, LLC | 24,465 | $213.6K | 0.00% | −5,244−17.7% | Reduced |
| Moody National Bank Trust Division | 24,667 | $215.3K | 0.02% | −1,302−5.0% | Reduced |
| Roberts Glore & Co Inc | 25,281 | $220.7K | 0.07% | −2,580−9.3% | Reduced |
| Warren Averett Asset Management, LLC | 25,394 | $221.7K | 0.01% | +4,440+21.2% | Added |
| Advance Capital Management, Inc. | 25,643 | $223.9K | 0.02% | −1,084−4.1% | Reduced |
| Pavion Blue Capital, LLC | 25,668 | $224.1K | 0.11% | +3,000+13.2% | Added |
| Lodestone Wealth Management LLC | 25,671 | $224.1K | 0.12% | −68,624−72.8% | Reduced |
| ProVise Management Group, LLC | 25,847 | $225.6K | 0.02% | +8,213+46.6% | Added |
| Prime Capital Investment Advisors, LLC | 25,851 | $225.7K | 0.00% | −4,107−13.7% | Reduced |
| Trust Asset Management LLC | 25,966 | $226.7K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 26,252 | $229.2K | 0.03% | −3,190−10.8% | Reduced |
| Gator Capital Management, LLC | 26,500 | $231.3K | 0.12% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 26,526 | $233.2K | 0.02% | −1,218−4.4% | Reduced |
| Patton Fund Management, Inc. | 26,739 | $233.4K | 0.04% | +14,494+118.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,768 | $233.7K | 0.03% | −17−0.1% | Reduced |
| IHT Wealth Management, LLC | 26,816 | $234.1K | 0.01% | +1,232+4.8% | Added |
| Community Bank of Raymore | 26,888 | $234.7K | 0.11% | −18,115−40.3% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 27,250 | $237.9K | 0.15% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 27,248 | $238.0K | 0.01% | −44,338−61.9% | Reduced |
| Symmetry Partners, LLC | 27,255 | $238.0K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 27,455 | $239.7K | 0.01% | −4,271−13.5% | Reduced |
| Highlander Partners, L.P. | 27,500 | $240.1K | 0.17% | −15,000−35.3% | Reduced |
| Tiaa Trust, National Association | 27,735 | $242.1K | 0.00% | +1,753+6.7% | Added |
| MBB Public Markets I LLC | 27,784 | $242.6K | 0.02% | +27,784 | New |
| Prudential PLC | 27,794 | $242.6K | 0.00% | −104,037−78.9% | Reduced |
| Excalibur Management Corp | 27,855 | $243.2K | 0.10% | −410−1.5% | Reduced |
| Waldron Private Wealth LLC | 28,256 | $246.7K | 0.01% | −1,543−5.2% | Reduced |
| Satovsky Asset Management LLC | 28,313 | $247.2K | 0.07% | +30.0% | Added |
| Harrington Investments, INC | 28,418 | $248.1K | 0.14% | +1,228+4.5% | Added |
| Brookstone Capital Management | 28,466 | $248.5K | 0.00% | +1,657+6.2% | Added |
| Camelot Portfolios, LLC | 29,281 | $255.6K | 0.25% | −140.0% | Reduced |
| Crossingbridge Advisors, LLC | 20,000 | $255.7K | 0.19% | +20,000 | New |
| Raymond James Trust N.A. | 29,337 | $256.1K | 0.01% | −8,860−23.2% | Reduced |
| Apollon Wealth Management, LLC | 29,816 | $260.3K | 0.01% | −4,298−12.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 29,844 | $260.5K | 0.06% | −886−2.9% | Reduced |
| Act Wealth Management, LLC | 29,905 | $261.1K | 0.13% | +13,181+78.8% | Added |
| National Bank of Canada | 32,064 | $261.6K | 0.00% | +7,193+28.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 30,028 | $262.1K | 0.01% | −41,671−58.1% | Reduced |
| Chemistry Wealth Management LLC | 30,214 | $263.8K | 0.07% | +2,565+9.3% | Added |
| Texas Yale Capital Corp. | 30,653 | $267.6K | 0.01% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 30,907 | $270.0K | 0.12% | +30,907 | New |
| Oxford Asset Management LLP | 31,051 | $271.1K | 0.29% | −9,934−24.2% | Reduced |
| Angeles Investment Advisors, LLC | 31,116 | $271.6K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 31,581 | $275.7K | 0.03% | +21,325+207.9% | Added |
| Veriti Management LLC | 31,665 | $276.4K | 0.02% | −2,767−8.0% | Reduced |
| IFP Advisors, Inc | 31,673 | $276.5K | 0.01% | −181−0.6% | Reduced |
| Advisors Asset Management, Inc. | 31,705 | $276.8K | 0.01% | −24,223−43.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 32,000 | $279.4K | 0.04% | −16,000−33.3% | Reduced |
| Stratos Wealth Partners, LTD. | 32,048 | $279.8K | 0.00% | −6,333−16.5% | Reduced |
| Central Pacific Bank - Trust Division | 32,059 | $281.8K | 0.03% | +32,059 | New |
| Horizon Investments, LLC | 32,292 | $281.9K | 0.01% | −1,782−5.2% | Reduced |
| Colony Group, LLC | 32,454 | $283.0K | 0.00% | +32,454 | New |
| Mathes Company, Inc. | 32,529 | $284.0K | 0.11% | −400−1.2% | Reduced |
| Prestige Wealth Management Group LLC | 32,532 | $284.0K | 0.06% | +278+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 32,734 | $285.8K | 0.01% | +7,120+27.8% | Added |
| Moneta Group Investment Advisors LLC | 32,824 | $286.6K | 0.00% | +1,316+4.2% | Added |
| Ieq Capital, LLC | 32,835 | $286.6K | 0.00% | −33,704−50.7% | Reduced |
| Miracle Mile Advisors, LLC | 32,912 | $287.3K | 0.01% | +7,079+27.4% | Added |
| Personal Cfo Solutions, LLC | 33,315 | $290.8K | 0.05% | +8,189+32.6% | Added |
| AE Wealth Management LLC | 33,326 | $290.9K | 0.00% | −59,194−64.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 33,632 | $293.6K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 34,548 | $302.0K | 0.01% | −6,429−15.7% | Reduced |
| Siemens Fonds Invest GmbH | 34,627 | $302.3K | 0.02% | −908−2.6% | Reduced |
| Integrated Advisors Network LLC | 34,677 | $302.7K | 0.02% | +17,363+100.3% | Added |
| Summit Trail Advisors, LLC | 35,368 | $308.8K | 0.01% | +22,360+171.9% | Added |
| Bridgefront Capital, LLC | 36,183 | $315.9K | 0.24% | +24,923+221.3% | Added |
| Principal Securities, Inc. | 36,259 | $316.5K | 0.01% | +3,145+9.5% | Added |
| Mount Lucas Management LP | 36,476 | $318.4K | 0.11% | −3,261−8.2% | Reduced |
| Northern Oak Wealth Management Inc | 36,665 | $320.1K | 0.04% | +5,221+16.6% | Added |
| Investment Management Corp of Ontario | 37,385 | $326.4K | 0.01% | −16,700−30.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 37,713 | $329.2K | 0.00% | −3,726−9.0% | Reduced |
| Cim Investment Mangement Inc | 37,988 | $331.6K | 0.10% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 38,005 | $331.8K | 0.02% | +13,740+56.6% | Added |
| Public Sector Pension Investment Board | 38,039 | $332.1K | 0.00% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 38,163 | $333.2K | 0.22% | +38,163 | New |
| Kestra Private Wealth Services, LLC | 38,223 | $333.7K | 0.01% | +1,041+2.8% | Added |
| Mutual Advisors, LLC | 38,912 | $339.7K | 0.01% | +4,240+12.2% | Added |
| Avantax Advisory Services, Inc. | 39,028 | $340.7K | 0.00% | −2,328−5.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 39,044 | $340.9K | 0.00% | +1,904+5.1% | Added |
| Ossiam | 39,073 | $341.1K | 0.01% | −183,202−82.4% | Reduced |
| Nomura Holdings Inc | 40,050 | $349.6K | 0.00% | −127,524−76.1% | Reduced |
| Park Avenue Securities LLC | 40,111 | $350.0K | 0.00% | +5,212+14.9% | Added |
| Resources Investment Advisors, LLC. | 40,138 | $350.4K | 0.01% | −6,710−14.3% | Reduced |
| Buckingham Strategic Partners | 40,155 | $350.6K | 0.01% | +28,783+253.1% | Added |
| STF Management LP | 40,778 | $356.0K | 0.15% | +89+0.2% | Added |
| Beese Fulmer Investment Management, Inc. | 41,158 | $359.3K | 0.03% | −13,698−25.0% | Reduced |
| GFS Advisors, LLC | 41,392 | $361.0K | 0.06% | −484−1.2% | Reduced |
| Mosaic Financial Group, LLC | 41,365 | $361.0K | 0.29% | +41,365 | New |
| Rehmann Capital Advisory Group | 41,516 | $362.4K | 0.03% | +5,259+14.5% | Added |