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, Q2 2024
Institutional positions in Warner Bros. Discovery, Inc. as of Jun 30, 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
- 1,196
- −5 vs. Q1 2024
- Shares held
- 1.48B
- +846.2K (+0.1%) vs. Q1 2024
- Total value
- $11.0B
- −$1.92B (−14.9%) vs. Q1 2024
- New holders
- 119
- 392 more added
- Sold out
- 124
- 485 more reduced
16 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Warner Bros. Discovery, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 13,702 | $101.9K | 0.00% | +13,702 | New |
| Gifford Fong Associates | 13,760 | $102.0K | 0.03% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 13,712 | $102.0K | 0.03% | −171,167−92.6% | Reduced |
| Lake Street Advisors Group, LLC | 13,783 | $102.5K | 0.00% | +13,783 | New |
| Moody National Bank Trust Division | 13,829 | $102.9K | 0.01% | −10,838−43.9% | Reduced |
| Albert D Mason Inc | 13,840 | $103.0K | 0.07% | −138−1.0% | Reduced |
| Western Pacific Wealth Management, LP | 13,903 | $103.4K | 0.08% | −6,285−31.1% | Reduced |
| Wealth Management Associates, Inc. | 13,950 | $103.8K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13,958 | $103.8K | 0.00% | −11−0.1% | Reduced |
| Bleakley Financial Group, LLC | 14,029 | $104.4K | 0.00% | −36,719−72.4% | Reduced |
| Simplicity Wealth,LLC | 14,029 | $104.4K | 0.00% | −36,602−72.3% | Reduced |
| Legacy Advisors, LLC | 14,107 | $105.0K | 0.01% | +14,107 | New |
| Valeo Financial Advisors, LLC | 14,182 | $105.5K | 0.00% | +727+5.4% | Added |
| GAMMA Investing LLC | 14,206 | $105.7K | 0.01% | +634+4.7% | Added |
| Pinnacle West Asset Management, Inc. | 14,288 | $106.0K | 0.08% | −193−1.3% | Reduced |
| Meritage Group LP | 14,269 | $106.2K | 0.00% | +1,358+10.5% | Added |
| StoneX Group Inc. | 14,371 | $106.9K | 0.01% | +14,371 | New |
| Great Valley Advisor Group, Inc. | 14,420 | $107.0K | 0.00% | −588−3.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,391 | $107.1K | 0.00% | −510−3.4% | Reduced |
| Forum Financial Management, LP | 14,500 | $107.9K | 0.00% | −4,976−25.5% | Reduced |
| Keystone Financial Services | 14,513 | $108.0K | 0.04% | +14,513 | New |
| China Universal Asset Management Co., Ltd. | 14,732 | $109.6K | 0.02% | +3,728+33.9% | Added |
| Diligent Investors, LLC | 14,862 | $110.6K | 0.03% | −666−4.3% | Reduced |
| Brighton Jones LLC | 14,890 | $110.8K | 0.00% | −1,344−8.3% | Reduced |
| Cornerstone Wealth Management, LLC | 14,969 | $111.4K | 0.01% | −38−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 15,097 | $112.3K | 0.01% | −6,452−29.9% | Reduced |
| BBR Partners, LLC | 15,125 | $112.5K | 0.01% | −75−0.5% | Reduced |
| Clearline Capital LP | 15,352 | $114.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 15,389 | $114.5K | 0.00% | +8,622+127.4% | Added |
| Burney Co | 15,496 | $115.3K | 0.00% | −1,801−10.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,643 | $116.4K | 0.00% | −1,367−8.0% | Reduced |
| Balanced Rock Investment Advisor | 15,716 | $116.9K | 0.10% | −979−5.9% | Reduced |
| North Star Asset Management Inc | 15,735 | $117.1K | 0.01% | −5,625−26.3% | Reduced |
| QCM Cayman, Ltd. | 15,817 | $117.7K | 1.27% | +15,817 | New |
| Garda Capital Partners LP | 15,825 | $117.7K | 0.06% | +5,525+53.6% | Added |
| We Are One Seven, LLC | 16,017 | $119.2K | 0.01% | −4,312−21.2% | Reduced |
| Bessemer Group Inc | 16,115 | $120.0K | 0.00% | +9,231+134.1% | Added |
| Quest Partners LLC | 16,180 | $120.4K | 0.02% | −44,442−73.3% | Reduced |
| Nations Financial Group Inc, | 16,266 | $121.0K | 0.01% | +38+0.2% | Added |
| Sunbelt Securities, Inc. | 16,288 | $121.2K | 0.01% | −1,425−8.0% | Reduced |
| Round Hill Asset Management | 16,351 | $121.7K | 0.08% | −964−5.6% | Reduced |
| Global Retirement Partners, LLC | 16,448 | $122.4K | 0.00% | +1,516+10.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 16,601 | $123.5K | 0.03% | −565−3.3% | Reduced |
| Conning Inc. | 16,674 | $124.1K | 0.00% | −286−1.7% | Reduced |
| Busey Wealth Management | 16,749 | $124.6K | 0.00% | −842−4.8% | Reduced |
| Signaturefd, LLC | 16,755 | $124.7K | 0.00% | −7,710−31.5% | Reduced |
| Umb Bank N A | 17,010 | $126.6K | 0.00% | −3,180−15.8% | Reduced |
| Maia Wealth LLC | 17,114 | $127.0K | 0.04% | +17,114 | New |
| Golden State Equity Partners | 17,219 | $128.1K | 0.03% | +17,219 | New |
| Flagship Harbor Advisors, LLC | 17,234 | $128.2K | 0.01% | −868−4.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 17,264 | $128.4K | 0.00% | −2,722−13.6% | Reduced |
| Independent Advisor Alliance | 17,335 | $129.0K | 0.00% | −943−5.2% | Reduced |
| WealthTrust Axiom LLC | 17,360 | $129.2K | 0.04% | −580−3.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 17,368 | $129.2K | 0.04% | −1,578−8.3% | Reduced |
| Provenance Wealth Advisors, LLC | 17,442 | $129.8K | 0.02% | −3,806−17.9% | Reduced |
| Delta Investment Management, LLC | 17,571 | $130.7K | 0.03% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 17,598 | $130.9K | 0.08% | 00.0% | Unchanged |
| Summit Financial, LLC | 17,625 | $131.1K | 0.01% | +7,275+70.3% | Added |
| Williams Jones Wealth Management, LLC. | 17,720 | $131.8K | 0.00% | −2,736−13.4% | Reduced |
| Advisory Alpha, LLC | 17,756 | $132.1K | 0.01% | −4,328−19.6% | Reduced |
| ProVise Management Group, LLC | 17,792 | $132.4K | 0.01% | −8,055−31.2% | Reduced |
| CIBC World Markets Inc. | 17,863 | $133.0K | 0.00% | −893,831−98.0% | Reduced |
| Essex Financial Services, Inc. | 18,975 | $133.2K | 0.01% | +5,843+44.5% | Added |
| Everhart Financial Group, Inc. | 17,907 | $133.2K | 0.03% | +6,460+56.4% | Added |
| Altfest L J & Co Inc | 17,961 | $134.0K | 0.02% | −361−2.0% | Reduced |
| Wellington Shields & Co., LLC | 18,050 | $134.3K | 0.04% | −2,070−10.3% | Reduced |
| MidWestOne Financial Group, Inc. | 18,063 | $134.4K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 15,433 | $134.7K | 0.00% | +1,909+14.1% | Added |
| Holistic Financial Partners | 18,139 | $135.0K | 0.07% | −4,540−20.0% | Reduced |
| Cidel Asset Management Inc | 18,177 | $135.2K | 0.01% | +2,423+15.4% | Added |
| Axq Capital, LP | 18,229 | $135.6K | 0.03% | +18,229 | New |
| Nicholas Hoffman & Company, LLC. | 18,249 | $135.8K | 0.01% | −89−0.5% | Reduced |
| TownSquare Capital, LLC | 18,350 | $136.5K | 0.00% | −1,829−9.1% | Reduced |
| Coastal Investment Advisors, Inc. | 18,426 | $137.1K | 0.03% | −2,737−12.9% | Reduced |
| Privium Fund Management B.V. | 19,270 | $138.7K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 18,775 | $139.7K | 0.02% | +1,789+10.5% | Added |
| Fifth Third Wealth Advisors LLC | 18,851 | $140.3K | 0.01% | +18,851 | New |
| EP Wealth Advisors, LLC | 18,862 | $140.3K | 0.00% | −1,315−6.5% | Reduced |
| Pavion Blue Capital, LLC | 19,082 | $142.0K | 0.07% | −6,586−25.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 19,885 | $147.9K | 0.05% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 19,997 | $148.8K | 0.08% | −1,810−8.3% | Reduced |
| Edgewood Management LLC | 20,000 | $148.8K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 20,000 | $148.8K | 0.05% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 20,010 | $148.9K | 0.00% | +20,010 | New |
| Prime Capital Investment Advisors, LLC | 20,040 | $149.1K | 0.00% | −5,811−22.5% | Reduced |
| Moneta Group Investment Advisors LLC | 20,044 | $149.1K | 0.00% | −12,780−38.9% | Reduced |
| Tiaa Trust, National Association | 20,359 | $151.5K | 0.00% | −7,376−26.6% | Reduced |
| Merit Financial Group, LLC | 20,444 | $152.1K | 0.00% | −1,270−5.8% | Reduced |
| Huntington National Bank | 20,569 | $153.0K | 0.00% | −1,397−6.4% | Reduced |
| Vaughan David Investments LLC | 20,650 | $154.0K | 0.00% | −3,250−13.6% | Reduced |
| Axiom Advisory, LLC | 19,308 | $154.9K | 0.00% | +19,308 | New |
| Gagnon Securities LLC | 20,830 | $155.0K | 0.03% | −353−1.7% | Reduced |
| Warren Averett Asset Management, LLC | 20,943 | $155.8K | 0.00% | −4,451−17.5% | Reduced |
| Elkhorn Partners Limited Partnership | 21,000 | $156.0K | 0.11% | +2,000+10.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 21,500 | $160.0K | 0.10% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 21,584 | $160.6K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 21,739 | $161.7K | 0.00% | +4,578+26.7% | Added |
| Orion Portfolio Solutions, LLC | 21,739 | $161.7K | 0.00% | +4,578+26.7% | Added |
| Institute for Wealth Management, LLC. | 21,740 | $161.7K | 0.02% | −4,512−17.2% | Reduced |
| Los Angeles Capital Management LLC | 21,915 | $163.0K | 0.00% | −146,627−87.0% | Reduced |