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 |
|---|---|---|---|---|---|
| William B. Walkup & Associates, Inc. | 7,897 | $65.2K | 0.04% | −79−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,943 | $65.5K | 0.00% | −4,081−33.9% | Reduced |
| Gables Capital Management Inc. | 7,958 | $65.7K | 0.03% | −470−5.6% | Reduced |
| Sunbelt Securities, Inc. | 8,057 | $66.5K | 0.01% | −8,231−50.5% | Reduced |
| Sound Income Strategies, LLC | 8,140 | $67.2K | 0.00% | −1,273−13.5% | Reduced |
| Eastern Bank | 8,308 | $68.5K | 0.00% | +8,308 | New |
| Northwest Investment Counselors, LLC | 8,331 | $68.7K | 0.02% | +8,331 | New |
| Central Trust Co | 8,469 | $69.9K | 0.00% | −762−8.3% | Reduced |
| Optimum Investment Advisors | 8,528 | $70.4K | 0.03% | −391−4.4% | Reduced |
| Hantz Financial Services, Inc. | 8,592 | $71.0K | 0.00% | −1,084−11.2% | Reduced |
| Deseret Mutual Benefit Administrators | 8,859 | $73.1K | 0.04% | +1,682+23.4% | Added |
| Hall Laurie J Trustee | 9,382 | $77.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,467 | $78.1K | 0.00% | −1,980−17.3% | Reduced |
| Smartleaf Asset Management LLC | 9,386 | $78.7K | 0.01% | −16,008−63.0% | Reduced |
| Old Point Trust & Financial Services N A | 9,622 | $79.4K | 0.03% | +9,572+19,144.0% | Added |
| Good Life Advisors, LLC | 10,022 | $82.7K | 0.01% | +10,022 | New |
| Live Oak Private Wealth LLC | 10,050 | $82.9K | 0.01% | −402,233−97.6% | Reduced |
| Farther Finance Advisors, LLC | 10,057 | $83.0K | 0.00% | −372−3.6% | Reduced |
| Sterneck Capital Management, LLC | 10,088 | $83.2K | 0.05% | −9,909−49.6% | Reduced |
| Investors Research Corp | 10,206 | $84.2K | 0.02% | +40+0.4% | Added |
| New Jersey Better Educational Savings Trust | 10,212 | $84.2K | 0.16% | 00.0% | Unchanged |
| Beacon Financial Group | 10,221 | $84.3K | 0.01% | −916−8.2% | Reduced |
| Dorchester Wealth Management Co | 10,299 | $85.0K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 10,330 | $85.0K | 0.01% | −1,689−14.1% | Reduced |
| Cahaba Wealth Management, Inc. | 10,442 | $86.1K | 0.01% | +10,442 | New |
| NewEdge Wealth, LLC | 10,458 | $86.3K | 0.00% | +10,458 | New |
| Boston Financial Mangement LLC | 10,483 | $86.5K | 0.00% | −317−2.9% | Reduced |
| Frank, Rimerman Advisors LLC | 10,530 | $86.9K | 0.01% | +10,530 | New |
| Garda Capital Partners LP | 10,616 | $87.6K | 0.02% | −5,209−32.9% | Reduced |
| Silvercrest Asset Management Group LLC | 10,654 | $87.9K | 0.00% | −161−1.5% | Reduced |
| Sentry Investment Management LLC | 10,715 | $88.0K | 0.04% | +170+1.6% | Added |
| Lazari Capital Management, Inc. | 10,721 | $88.4K | 0.04% | −1,420−11.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 10,944 | $90.3K | 0.02% | −2,138−16.3% | Reduced |
| Lafayette Investments, Inc. | 10,957 | $90.4K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 10,963 | $90.4K | 0.01% | +10,963 | New |
| Ossiam | 10,964 | $90.5K | 0.00% | −11,951−52.2% | Reduced |
| Pitcairn Co | 11,006 | $90.8K | 0.01% | +11,006 | New |
| NBC Securities, Inc. | 11,035 | $91.0K | 0.01% | −498−4.3% | Reduced |
| Los Angeles Capital Management LLC | 11,118 | $91.7K | 0.00% | −10,797−49.3% | Reduced |
| Kempner Capital Management Inc. | 11,175 | $92.0K | 0.05% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 11,281 | $93.1K | 0.04% | +11,281 | New |
| Versor Investments LP | 11,300 | $93.2K | 0.01% | +11,300 | New |
| NBT Bank N A | 11,321 | $93.4K | 0.01% | +8,903+368.2% | Added |
| Dakota Wealth Management | 11,352 | $93.7K | 0.00% | −259−2.2% | Reduced |
| Essex Financial Services, Inc. | 12,472 | $94.0K | 0.01% | −6,503−34.3% | Reduced |
| Argyle Capital Management Inc. | 11,437 | $94.4K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 11,584 | $95.6K | 0.00% | −1,600−12.1% | Reduced |
| IFG Advisory, LLC | 11,588 | $95.6K | 0.01% | +11,588 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 11,647 | $96.0K | 0.01% | −1,902,109−99.4% | Reduced |
| Bessemer Group Inc | 11,709 | $96.0K | 0.00% | −4,406−27.3% | Reduced |
| Walker Asset Management, LLC | 11,647 | $96.1K | 0.06% | +38+0.3% | Added |
| Diversified Trust Co | 11,692 | $96.5K | 0.00% | +11,692 | New |
| First Interstate Bank | 11,708 | $96.6K | 0.01% | +11,708 | New |
| Safeguard Investment Advisory Group, LLC | 11,756 | $97.0K | 0.03% | −1,680−12.5% | Reduced |
| Bruce & Co., Inc. | 11,851 | $97.8K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,944 | $98.5K | 0.00% | +11,944 | New |
| Annex Advisory Services, LLC | 11,976 | $98.8K | 0.00% | +288+2.5% | Added |
| Gotham Asset Management, LLC | 12,033 | $99.3K | 0.00% | −17,591−59.4% | Reduced |
| Edge Capital Group, LLC | 12,076 | $99.6K | 0.00% | −21−0.2% | Reduced |
| Lazard Asset Management LLC | 12,219 | $100.0K | 0.00% | −104−0.8% | Reduced |
| Cutler Capital Management, LLC | 12,125 | $100.0K | 0.04% | +12,125 | New |
| Empower Advisory Group, LLC | 12,200 | $100.6K | 0.00% | −17,842−59.4% | Reduced |
| Marathon Trading Investment Management LLC | 12,212 | $100.7K | 0.05% | −1,500−10.9% | Reduced |
| Silverlake Wealth Management LLC | 12,234 | $100.9K | 0.04% | +2,189+21.8% | Added |
| Marathon Capital Management | 12,239 | $101.0K | 0.02% | −231,907−95.0% | Reduced |
| Parallel Advisors, LLC | 12,262 | $101.2K | 0.00% | +4,842+65.3% | Added |
| Beacon Financial Advisory LLC | 12,269 | $101.2K | 0.03% | +831+7.3% | Added |
| Wetherby Asset Management Inc | 12,353 | $101.9K | 0.00% | −270−2.1% | Reduced |
| Axxcess Wealth Management, LLC | 12,426 | $102.5K | 0.00% | −1,026−7.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 12,561 | $103.6K | 0.01% | −501−3.8% | Reduced |
| New Capital Management LP | 12,700 | $104.8K | 0.03% | 00.0% | Unchanged |
| Scheer, Rowlett & Associates Investment Management Ltd. | 12,785 | $105.5K | 0.01% | 00.0% | Unchanged |
| JB Capital LLC | 12,807 | $105.7K | 0.01% | −483−3.6% | Reduced |
| Rothschild Investment LLC | 12,982 | $107.1K | 0.01% | −65−0.5% | Reduced |
| Solutions 4 Wealth, Ltd | 13,047 | $107.6K | 0.21% | −59−0.5% | Reduced |
| Humankind Investments LLC | 13,056 | $107.7K | 0.04% | +1,712+15.1% | Added |
| Ascent Group, LLC | 13,064 | $107.8K | 0.01% | +38+0.3% | Added |
| Avestar Capital, LLC | 13,109 | $108.1K | 0.01% | +13,109 | New |
| Vident Advisory, LLC | 13,213 | $109.0K | 0.00% | −54−0.4% | Reduced |
| Advisors Asset Management, Inc. | 13,395 | $110.5K | 0.00% | −116−0.9% | Reduced |
| Dynamic Advisor Solutions LLC | 13,476 | $111.2K | 0.00% | +1,565+13.1% | Added |
| NorthRock Partners, LLC | 13,595 | $112.2K | 0.00% | +2,643+24.1% | Added |
| Harbour Investments, Inc. | 13,635 | $112.5K | 0.00% | +293+2.2% | Added |
| Burkett Financial Services, LLC | 13,651 | $112.6K | 0.05% | 00.0% | Unchanged |
| JSF Financial, LLC | 13,677 | $112.8K | 0.03% | −30.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,740 | $113.3K | 0.00% | −218−1.6% | Reduced |
| Wealth Management Associates, Inc. | 13,754 | $113.5K | 0.05% | −196−1.4% | Reduced |
| Western Pacific Wealth Management, LP | 13,803 | $113.9K | 0.08% | −100−0.7% | Reduced |
| Gifford Fong Associates | 13,760 | $114.0K | 0.03% | 00.0% | Unchanged |
| Apexium Financial, LP | 13,829 | $114.1K | 0.01% | +849+6.5% | Added |
| Albert D Mason Inc | 13,840 | $114.2K | 0.07% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 13,851 | $114.3K | 0.04% | +13,851 | New |
| Johnson Investment Counsel Inc | 13,915 | $114.8K | 0.00% | +2,848+25.7% | Added |
| Ronald Blue Trust, Inc. | 15,449 | $114.9K | 0.00% | +8,815+132.9% | Added |
| NorthCrest Asset Manangement, LLC | 14,048 | $115.9K | 0.00% | +14,048 | New |
| Schubert & Co | 14,121 | $116.5K | 0.08% | +14,121 | New |
| Evergreen Capital Management LLC | 14,162 | $116.8K | 0.00% | +14,162 | New |
| Flagship Harbor Advisors, LLC | 14,227 | $117.4K | 0.01% | −3,007−17.4% | Reduced |
| Forum Financial Management, LP | 14,329 | $118.2K | 0.00% | −171−1.2% | Reduced |
| Whittier Trust Co | 14,367 | $118.5K | 0.00% | −1,022−6.6% | Reduced |