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 |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 1,882 | $15.5K | 0.00% | +53+2.9% | Added |
| DiNuzzo Private Wealth, Inc. | 1,931 | $15.9K | 0.00% | +942+95.2% | Added |
| Private Wealth Management Group, LLC | 1,935 | $16.0K | 0.01% | +181+10.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,947 | $16.0K | 0.00% | −175−8.2% | Reduced |
| Bokf, NA | 2,080 | $16.1K | 0.00% | −942−31.2% | Reduced |
| Catalyst Capital Advisors LLC | 1,956 | $16.1K | 0.00% | −430−18.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,990 | $16.4K | 0.00% | +1,990 | New |
| Tortoise Investment Management, LLC | 2,002 | $16.5K | 0.00% | −70−3.4% | Reduced |
| Venturi Wealth Management, LLC | 2,022 | $16.7K | 0.00% | +423+26.5% | Added |
| Rakuten Securities, Inc. | 2,028 | $16.7K | 0.01% | −1,394−40.7% | Reduced |
| Assetmark, Inc | 2,028 | $16.7K | 0.00% | +1,471+264.1% | Added |
| Acadian Asset Management LLC | 2,098 | $17.0K | 0.00% | −69,937−97.1% | Reduced |
| Fortis Group Advisors, LLC | 2,065 | $17.0K | 0.00% | −85−4.0% | Reduced |
| Key Financial Inc | 2,106 | $17.4K | 0.00% | −2,698−56.2% | Reduced |
| Bullock Wealth Management Group | 2,168 | $17.7K | 0.01% | −10−0.5% | Reduced |
| First Financial Corp | 2,181 | $18.0K | 0.01% | −1,098−33.5% | Reduced |
| McIlrath & Eck, LLC | 2,210 | $18.2K | 0.00% | −998−31.1% | Reduced |
| Meeder Asset Management Inc | 2,227 | $18.4K | 0.00% | +419+23.2% | Added |
| City Holding Co | 2,232 | $18.4K | 0.00% | −312−12.3% | Reduced |
| Creative Financial Designs Inc | 2,263 | $18.7K | 0.00% | −105−4.4% | Reduced |
| Hollencrest Capital Management | 2,266 | $18.7K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 2,271 | $18.7K | 0.00% | +2,271 | New |
| Caldwell Sutter Capital, Inc. | 2,285 | $18.9K | 0.01% | −35−1.5% | Reduced |
| Continuum Advisory, LLC | 1,981 | $19.5K | 0.00% | +21+1.1% | Added |
| St Germain D J Co Inc | 2,385 | $19.7K | 0.00% | −86−3.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,390 | $19.7K | 0.00% | −172−6.7% | Reduced |
| Concord Wealth Partners | 2,455 | $20.3K | 0.00% | +1,230+100.4% | Added |
| TFC Financial Management | 2,457 | $20.3K | 0.00% | −48−1.9% | Reduced |
| Beacon Capital Management, LLC | 2,476 | $20.4K | 0.00% | +358+16.9% | Added |
| MCF Advisors LLC | 2,479 | $20.5K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 2,563 | $21.1K | 0.00% | −265−9.4% | Reduced |
| Main Street Group, LTD | 2,606 | $21.5K | 0.01% | −573−18.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,628 | $21.7K | 0.00% | +2,628 | New |
| Sandy Spring Bank | 2,645 | $21.8K | 0.00% | −282−9.6% | Reduced |
| FSA Wealth Management LLC | 2,674 | $22.1K | 0.01% | +2,674 | New |
| EverSource Wealth Advisors, LLC | 2,780 | $22.9K | 0.00% | +457+19.7% | Added |
| Covestor Ltd | 2,825 | $23.0K | 0.01% | −8,177−74.3% | Reduced |
| SOA Wealth Advisors, LLC. | 2,812 | $23.2K | 0.00% | −38−1.3% | Reduced |
| Truvestments Capital LLC | 2,851 | $23.5K | 0.01% | +2,851 | New |
| FinTrust Capital Advisors, LLC | 2,872 | $23.7K | 0.00% | +271+10.4% | Added |
| JFS Wealth Advisors, LLC | 2,882 | $23.8K | 0.00% | −509−15.0% | Reduced |
| New England Capital Financial Advisors LLC | 2,948 | $24.3K | 0.01% | −145−4.7% | Reduced |
| Cape Investment Advisory, Inc. | 2,948 | $24.3K | 0.01% | −50−1.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 3,000 | $24.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,030 | $25.0K | 0.00% | −1,646−35.2% | Reduced |
| Clear Point Advisors Inc. | 3,124 | $25.8K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,134 | $25.9K | 0.00% | +142+4.7% | Added |
| Johnson Financial Group, Inc. | 3,260 | $26.9K | 0.00% | +815+33.3% | Added |
| Center for Financial Planning, Inc. | 3,293 | $27.2K | 0.00% | +137+4.3% | Added |
| WR Wealth Planners, LLC | 3,370 | $27.8K | 0.01% | −142−4.0% | Reduced |
| TD Private Client Wealth LLC | 3,405 | $28.1K | 0.00% | −305−8.2% | Reduced |
| Financial Perspectives, Inc | 3,484 | $28.7K | 0.01% | −394−10.2% | Reduced |
| Tompkins Financial Corp | 3,505 | $28.9K | 0.00% | −6,235−64.0% | Reduced |
| Bogart Wealth, LLC | 3,562 | $29.4K | 0.00% | +12+0.3% | Added |
| Brown, Lisle/Cummings, Inc. | 3,582 | $29.6K | 0.01% | −34−0.9% | Reduced |
| AdvisorNet Financial, Inc | 3,708 | $30.6K | 0.00% | +788+27.0% | Added |
| HBC Financial Services, PLLC | 4,041 | $31.0K | 0.02% | +20+0.5% | Added |
| Massmutual Trust Co FSB | 3,773 | $31.1K | 0.00% | −235−5.9% | Reduced |
| City State Bank | 3,791 | $31.3K | 0.01% | −106−2.7% | Reduced |
| Carolinas Wealth Consulting LLC | 3,803 | $31.4K | 0.01% | −304−7.4% | Reduced |
| MB, Levis & Associates, LLC | 3,908 | $32.2K | 0.02% | +3,482+817.4% | Added |
| Pinnacle Bancorp, Inc. | 4,092 | $33.8K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,259 | $35.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,283 | $35.3K | 0.01% | −18−0.4% | Reduced |
| Transcendent Capital Group LLC | 4,368 | $36.0K | 0.02% | +365+9.1% | Added |
| PFS Partners, LLC | 4,414 | $36.4K | 0.02% | −36−0.8% | Reduced |
| Ancora Advisors, LLC | 4,421 | $36.5K | 0.00% | −52,143−92.2% | Reduced |
| GeoWealth Management, LLC | 4,549 | $37.5K | 0.00% | −412−8.3% | Reduced |
| Quent Capital, LLC | 4,582 | $37.8K | 0.00% | −423−8.5% | Reduced |
| Systematic Financial Management LP | 4,620 | $38.1K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 4,655 | $38.4K | 0.03% | −652−12.3% | Reduced |
| North Star Investment Management Corp. | 4,693 | $38.7K | 0.00% | +400+9.3% | Added |
| Pacific Center for Financial Services | 4,780 | $39.4K | 0.01% | −888−15.7% | Reduced |
| CoreCap Advisors, LLC | 4,855 | $40.0K | 0.00% | +4,855 | New |
| Larson Financial Group LLC | 4,998 | $41.2K | 0.00% | +1,754+54.1% | Added |
| LFA - Lugano Financial Advisors SA | 5,000 | $41.3K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 5,000 | $41.3K | 0.03% | +5,000 | New |
| Wellington Shields Capital Management, LLC | 5,006 | $41.3K | 0.01% | −133−2.6% | Reduced |
| Compagnie Lombard Odier SCmA | 5,150 | $42.5K | 0.00% | −80,798−94.0% | Reduced |
| Logan Capital Management Inc | 5,279 | $43.5K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,381 | $44.0K | 0.03% | −58,175−91.5% | Reduced |
| AlphaCentric Advisors LLC | 5,338 | $44.0K | 0.03% | −149−2.7% | Reduced |
| Lindbrook Capital, LLC | 5,341 | $44.1K | 0.00% | +1,625+43.7% | Added |
| Farmers & Merchants Investments Inc | 5,379 | $44.4K | 0.00% | −5,140−48.9% | Reduced |
| Platinum Investment Management Ltd | 5,426 | $44.8K | 0.00% | −1,955−26.5% | Reduced |
| Pingora Partners LLC | 5,627 | $46.4K | 0.03% | −217−3.7% | Reduced |
| Anchor Investment Management, LLC | 5,847 | $48.2K | 0.00% | −1,870−24.2% | Reduced |
| Quadrant Capital Group LLC | 6,083 | $50.2K | 0.00% | +2,076+51.8% | Added |
| Skopos Labs, Inc. | 6,180 | $51.0K | 0.02% | +6,180 | New |
| Private Trust Co NA | 6,392 | $52.7K | 0.01% | −2,651−29.3% | Reduced |
| LRI Investments, LLC | 5,460 | $53.8K | 0.01% | −3,361−38.1% | Reduced |
| Ostrum Asset Management | 6,661 | $55.0K | 0.00% | +82+1.2% | Added |
| Alta Advisers Ltd | 6,900 | $56.9K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6,906 | $57.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 7,397 | $60.9K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7,385 | $60.9K | 0.04% | +7,385 | New |
| Armstrong Advisory Group, Inc | 7,467 | $61.6K | 0.01% | −434−5.5% | Reduced |
| Hexagon Capital Partners LLC | 7,545 | $62.2K | 0.01% | +23+0.3% | Added |
| Parkside Financial Bank & Trust | 7,818 | $64.5K | 0.01% | +3,183+68.7% | Added |
| Gilliland Jeter Wealth Management LLC | 7,880 | $65.0K | 0.02% | −10.0% | Reduced |