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, 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 | 1,317 | $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, 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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 18,283 | $150.8K | 0.00% | −1,757−8.8% | Reduced |
| Axiom Advisory, LLC | 19,200 | $150.0K | 0.00% | −108−0.6% | Reduced |
| EP Wealth Advisors, LLC | 18,142 | $149.7K | 0.00% | −720−3.8% | Reduced |
| Altfest L J & Co Inc | 18,034 | $149.0K | 0.02% | +73+0.4% | Added |
| MidWestOne Financial Group, Inc. | 18,058 | $149.0K | 0.02% | −50.0% | Reduced |
| Vaughan David Investments LLC | 17,909 | $148.0K | 0.00% | −2,741−13.3% | Reduced |
| Reuter James Wealth Management, LLC | 17,937 | $148.0K | 0.03% | +17,937 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,851 | $147.1K | 0.01% | +12,900+260.6% | Added |
| Provenance Wealth Advisors, LLC | 17,800 | $146.8K | 0.02% | +358+2.1% | Added |
| ProVise Management Group, LLC | 17,779 | $146.7K | 0.01% | −13−0.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 17,565 | $144.9K | 0.01% | −684−3.7% | Reduced |
| Laird Norton Trust Company, LLC | 17,500 | $144.4K | 0.02% | +17,500 | New |
| Bartlett & Co. Wealth Management LLC | 17,493 | $144.3K | 0.00% | +229+1.3% | Added |
| Roberts Glore & Co Inc | 17,448 | $143.9K | 0.04% | −4,708−21.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 17,265 | $142.4K | 0.08% | −333−1.9% | Reduced |
| Wellington Shields & Co., LLC | 17,050 | $140.7K | 0.04% | −1,000−5.5% | Reduced |
| Brighton Jones LLC | 17,030 | $140.5K | 0.01% | +2,140+14.4% | Added |
| Venture Visionary Partners LLC | 16,791 | $138.5K | 0.01% | +3,505+26.4% | Added |
| Advisory Alpha, LLC | 16,682 | $137.6K | 0.00% | −1,074−6.0% | Reduced |
| Round Hill Asset Management | 16,527 | $136.3K | 0.09% | +176+1.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 16,420 | $135.5K | 0.03% | −181−1.1% | Reduced |
| Maia Wealth LLC | 17,946 | $135.0K | 0.03% | +832+4.9% | Added |
| Conning Inc. | 16,329 | $134.7K | 0.00% | −345−2.1% | Reduced |
| WealthTrust Axiom LLC | 16,288 | $134.4K | 0.04% | −1,072−6.2% | Reduced |
| Moneta Group Investment Advisors LLC | 16,189 | $133.6K | 0.00% | −3,855−19.2% | Reduced |
| Global Retirement Partners, LLC | 15,951 | $131.6K | 0.00% | −497−3.0% | Reduced |
| Independent Advisor Alliance | 15,878 | $131.0K | 0.00% | −1,457−8.4% | Reduced |
| J.W. Cole Advisors, Inc. | 15,661 | $129.2K | 0.01% | +564+3.7% | Added |
| Teacher Retirement System of Texas | 15,585 | $129.0K | 0.00% | −29,464−65.4% | Reduced |
| Investors Asset Management of Georgia Inc | 15,600 | $128.7K | 0.06% | +2,261+17.0% | Added |
| We Are One Seven, LLC | 15,599 | $128.7K | 0.01% | −418−2.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 15,520 | $128.0K | 0.00% | −2,200−12.4% | Reduced |
| Commerzbank Aktiengesellschaft | 15,441 | $128.0K | 0.00% | +15,441 | New |
| Diligent Investors, LLC | 15,471 | $127.6K | 0.03% | +609+4.1% | Added |
| Phoenix Holdings Ltd. | 15,348 | $126.6K | 0.00% | +15,348 | New |
| Perigon Wealth Management, LLC | 15,310 | $126.3K | 0.00% | +15,310 | New |
| North Star Asset Management Inc | 15,272 | $126.0K | 0.01% | −463−2.9% | Reduced |
| Busey Wealth Management | 15,256 | $125.9K | 0.00% | −1,493−8.9% | Reduced |
| Golden State Equity Partners | 15,138 | $124.9K | 0.02% | −2,081−12.1% | Reduced |
| Burney Co | 15,064 | $124.3K | 0.00% | −432−2.8% | Reduced |
| Balanced Rock Investment Advisor | 15,048 | $124.1K | 0.10% | −668−4.3% | Reduced |
| Nations Financial Group Inc, | 14,970 | $123.5K | 0.01% | −1,296−8.0% | Reduced |
| Cornerstone Wealth Management, LLC | 14,894 | $122.9K | 0.01% | −75−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 14,610 | $120.5K | 0.00% | +908+6.6% | Added |
| Pinnacle West Asset Management, Inc. | 14,578 | $120.0K | 0.09% | +290+2.0% | Added |
| Keystone Financial Services | 14,537 | $119.9K | 0.05% | +24+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,404 | $118.8K | 0.00% | +13+0.1% | Added |
| Great Valley Advisor Group, Inc. | 14,414 | $118.7K | 0.00% | −60.0% | Reduced |
| Whittier Trust Co | 14,367 | $118.5K | 0.00% | −1,022−6.6% | Reduced |
| Forum Financial Management, LP | 14,329 | $118.2K | 0.00% | −171−1.2% | Reduced |
| Flagship Harbor Advisors, LLC | 14,227 | $117.4K | 0.01% | −3,007−17.4% | Reduced |
| Evergreen Capital Management LLC | 14,162 | $116.8K | 0.00% | +14,162 | New |
| Schubert & Co | 14,121 | $116.5K | 0.08% | +14,121 | New |
| NorthCrest Asset Manangement, LLC | 14,048 | $115.9K | 0.00% | +14,048 | New |
| Ronald Blue Trust, Inc. | 15,449 | $114.9K | 0.00% | +8,815+132.9% | Added |
| Johnson Investment Counsel Inc | 13,915 | $114.8K | 0.00% | +2,848+25.7% | Added |
| Calton & Associates, Inc. | 13,851 | $114.3K | 0.04% | +13,851 | New |
| Albert D Mason Inc | 13,840 | $114.2K | 0.07% | 00.0% | Unchanged |
| Apexium Financial, LP | 13,829 | $114.1K | 0.01% | +849+6.5% | Added |
| Gifford Fong Associates | 13,760 | $114.0K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 13,803 | $113.9K | 0.08% | −100−0.7% | Reduced |
| Wealth Management Associates, Inc. | 13,754 | $113.5K | 0.05% | −196−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,740 | $113.3K | 0.00% | −218−1.6% | Reduced |
| JSF Financial, LLC | 13,677 | $112.8K | 0.03% | −30.0% | Reduced |
| Burkett Financial Services, LLC | 13,651 | $112.6K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,635 | $112.5K | 0.00% | +293+2.2% | Added |
| NorthRock Partners, LLC | 13,595 | $112.2K | 0.00% | +2,643+24.1% | Added |
| Dynamic Advisor Solutions LLC | 13,476 | $111.2K | 0.00% | +1,565+13.1% | Added |
| Advisors Asset Management, Inc. | 13,395 | $110.5K | 0.00% | −116−0.9% | Reduced |
| Vident Advisory, LLC | 13,213 | $109.0K | 0.00% | −54−0.4% | Reduced |
| Avestar Capital, LLC | 13,109 | $108.1K | 0.01% | +13,109 | New |
| Ascent Group, LLC | 13,064 | $107.8K | 0.01% | +38+0.3% | Added |
| Humankind Investments LLC | 13,056 | $107.7K | 0.04% | +1,712+15.1% | Added |
| Solutions 4 Wealth, Ltd | 13,047 | $107.6K | 0.21% | −59−0.5% | Reduced |
| Rothschild Investment LLC | 12,982 | $107.1K | 0.01% | −65−0.5% | Reduced |
| JB Capital LLC | 12,807 | $105.7K | 0.01% | −483−3.6% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 12,785 | $105.5K | 0.01% | 00.0% | Unchanged |
| New Capital Management LP | 12,700 | $104.8K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,561 | $103.6K | 0.01% | −501−3.8% | Reduced |
| Axxcess Wealth Management, LLC | 12,426 | $102.5K | 0.00% | −1,026−7.6% | Reduced |
| Wetherby Asset Management Inc | 12,353 | $101.9K | 0.00% | −270−2.1% | Reduced |
| Beacon Financial Advisory LLC | 12,269 | $101.2K | 0.03% | +831+7.3% | Added |
| Parallel Advisors, LLC | 12,262 | $101.2K | 0.00% | +4,842+65.3% | Added |
| Marathon Capital Management | 12,239 | $101.0K | 0.02% | −231,907−95.0% | Reduced |
| Silverlake Wealth Management LLC | 12,234 | $100.9K | 0.04% | +2,189+21.8% | Added |
| Marathon Trading Investment Management LLC | 12,212 | $100.7K | 0.05% | −1,500−10.9% | Reduced |
| Empower Advisory Group, LLC | 12,200 | $100.6K | 0.00% | −17,842−59.4% | Reduced |
| Cutler Capital Management, LLC | 12,125 | $100.0K | 0.04% | +12,125 | New |
| Lazard Asset Management LLC | 12,219 | $100.0K | 0.00% | −104−0.8% | Reduced |
| Edge Capital Group, LLC | 12,076 | $99.6K | 0.00% | −21−0.2% | Reduced |
| Gotham Asset Management, LLC | 12,033 | $99.3K | 0.00% | −17,591−59.4% | Reduced |
| Annex Advisory Services, LLC | 11,976 | $98.8K | 0.00% | +288+2.5% | Added |
| CAPROCK Group, Inc. | 11,944 | $98.5K | 0.00% | +11,944 | New |
| Bruce & Co., Inc. | 11,851 | $97.8K | 0.03% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 11,756 | $97.0K | 0.03% | −1,680−12.5% | Reduced |
| First Interstate Bank | 11,708 | $96.6K | 0.01% | +11,708 | New |
| Diversified Trust Co | 11,692 | $96.5K | 0.00% | +11,692 | New |
| Walker Asset Management, LLC | 11,647 | $96.1K | 0.06% | +38+0.3% | Added |
| 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 |