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, Q3 2024
Institutional positions in Warner Bros. Discovery, Inc. as of Sep 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
- 1,151
- −36 vs. Q2 2024
- Shares held
- 1.49B
- +183.9M (+14.0%) vs. Q2 2024
- Total value
- $12.3B
- +$2.58B (+26.5%) vs. Q2 2024
- New holders
- 101
- 356 more added
- Sold out
- 137
- 477 more reduced
9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Warner Bros. Discovery, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pacific Capital Wealth Advisors, Inc | 123 | $1.01K | 0.00% | −2−1.6% | Reduced |
| Gen-Wealth Partners Inc | 136 | $1.06K | 0.00% | −5,288−97.5% | Reduced |
| Quarry LP | 130 | $1.07K | 0.00% | −6,177−97.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 141 | $1.16K | 0.00% | −120−46.0% | Reduced |
| Birchbrook, Inc. | 142 | $1.17K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 142 | $1.17K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 144 | $1.19K | 0.00% | +7+5.1% | Added |
| West Branch Capital LLC | 145 | $1.20K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 145 | $1.20K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 124 | $1.21K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 149 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 149 | $1.23K | 0.00% | +106+246.5% | Added |
| Pinnacle Financial Partners Inc | 151 | $1.25K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 154 | $1.27K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 174 | $1.34K | 0.00% | +174 | New |
| Live Oak Investment Partners | – | $1.34K | 0.00% | – | – |
| Raffa Wealth Management, LLC | 169 | $1.39K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 173 | $1.43K | 0.00% | −630−78.5% | Reduced |
| Aviso Financial Inc. | 175 | $1.44K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 175 | $1.45K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 189 | $1.56K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 194 | $1.60K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 205 | $1.69K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 205 | $1.69K | 0.00% | −193−48.5% | Reduced |
| Arrow Financial Corp | 205 | $1.69K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 216 | $1.78K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 219 | $1.81K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 223 | $1.84K | 0.00% | −84−27.4% | Reduced |
| Global Trust Asset Management, LLC | 224 | $1.85K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 227 | $1.87K | 0.00% | −345−60.3% | Reduced |
| Family CFO Inc | 231 | $1.91K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 231 | $1.91K | 0.00% | −435−65.3% | Reduced |
| Miller Wealth Advisors, LLC | 247 | $1.92K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 239 | $1.97K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 240 | $1.98K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 235 | $2.00K | 0.00% | −241−50.6% | Reduced |
| Avion Wealth | 279 | $2.00K | 0.00% | −182−39.5% | Reduced |
| Centerpoint Advisors, LLC | 284 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 246 | $2.03K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 258 | $2.13K | 0.00% | −171−39.9% | Reduced |
| Luken Investment Analytics, LLC | 258 | $2.13K | 0.00% | −18−6.5% | Reduced |
| LGT Financial Advisors LLC | 267 | $2.20K | 0.01% | −759−74.0% | Reduced |
| Signature Resources Capital Management, LLC | 272 | $2.24K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 276 | $2.28K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 277 | $2.29K | 0.00% | +277 | New |
| Advantage Trust Co | 279 | $2.30K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 286 | $2.36K | 0.00% | +119+71.3% | Added |
| Painted Porch Advisors LLC | 291 | $2.40K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 318 | $2.62K | 0.00% | +26+8.9% | Added |
| Chesapeake Asset Management LLC | 324 | $2.67K | 0.00% | +25+8.4% | Added |
| Pflug Koory, LLC | 328 | $2.71K | 0.00% | +328 | New |
| Centennial Bank | 339 | $2.80K | 0.00% | −292−46.3% | Reduced |
| Nemes Rush Group LLC | 331 | $2.89K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 330 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 380 | $3.00K | 0.00% | +380 | New |
| McMahon Financial Advisors, LLC | 377 | $3.11K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 379 | $3.13K | 0.00% | +379 | New |
| Semmax Financial Advisors Inc. | 342 | $3.15K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 385 | $3.18K | 0.00% | −49−11.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 385 | $3.18K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 386 | $3.19K | 0.00% | −26−6.3% | Reduced |
| Kozak & Associates, Inc. | 405 | $3.24K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 398 | $3.28K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 399 | $3.29K | 0.00% | +399 | New |
| Fortitude Family Office, LLC | 402 | $3.32K | 0.00% | +89+28.4% | Added |
| Uncommon Cents Investing LLC | 408 | $3.37K | 0.00% | +408 | New |
| Avalon Trust Co | 412 | $3.40K | 0.00% | +78+23.4% | Added |
| IAG Wealth Partners, LLC | 418 | $3.45K | 0.00% | +22+5.6% | Added |
| WFA of San Diego, LLC | 425 | $3.51K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 448 | $3.70K | 0.00% | +448 | New |
| Washington Trust Co | 476 | $3.93K | 0.00% | −152−24.2% | Reduced |
| Bell Investment Advisors, Inc | 477 | $3.94K | 0.00% | −48−9.1% | Reduced |
| Alpine Bank Wealth Management | 480 | $3.96K | 0.00% | +480 | New |
| Halpern Financial, Inc. | 498 | $3.97K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 483 | $3.98K | 0.00% | −44−8.3% | Reduced |
| Addison Advisors LLC | 484 | $3.99K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 485 | $4.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 487 | $4.02K | 0.00% | 00.0% | Unchanged |
| Trust Co | 495 | $4.08K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 505 | $4.17K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 517 | $4.27K | 0.00% | +10+2.0% | Added |
| Laurel Wealth Advisors LLC | 530 | $4.37K | 0.00% | +23+4.5% | Added |
| Stephens Consulting, LLC | 561 | $4.63K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 564 | $4.65K | 0.00% | −540−48.9% | Reduced |
| Compass Wealth Management LLC | 574 | $4.74K | 0.00% | −6−1.0% | Reduced |
| HighMark Wealth Management LLC | 575 | $4.74K | 0.00% | +103+21.8% | Added |
| Heritage Wealth Advisors | 586 | $4.83K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 597 | $4.92K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 597 | $4.92K | 0.00% | +597 | New |
| Capital Analysts, LLC | 572 | $5.00K | 0.00% | +96+20.2% | Added |
| PrairieView Partners, LLC | 677 | $5.00K | 0.00% | +665+5,541.7% | Added |
| Carmichael Hill & Associates, Inc. | 615 | $5.07K | 0.00% | −75−10.9% | Reduced |
| SRS Capital Advisors, Inc. | 619 | $5.11K | 0.00% | +7+1.1% | Added |
| South State Corp. | 625 | $5.16K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 626 | $5.17K | 0.00% | +514+458.9% | Added |
| Sugarloaf Wealth Management, LLC | 627 | $5.17K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 662 | $5.46K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 665 | $5.49K | 0.00% | −24−3.5% | Reduced |
| Northwest Financial Advisors | 685 | $5.65K | 0.00% | +685 | New |
| POM Investment Strategies, LLC | 689 | $5.68K | 0.00% | +1+0.1% | Added |