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, Q4 2024
Institutional positions in Warner Bros. Discovery, Inc. as of Dec 31, 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
- 1,205
- +77 vs. Q3 2024
- Shares held
- 1.60B
- +126.2M (+8.6%) vs. Q3 2024
- Total value
- $16.9B
- +$4.79B (+39.4%) vs. Q3 2024
- New holders
- 202
- 327 more added
- Sold out
- 125
- 489 more reduced
23 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Warner Bros. Discovery, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Scheer, Rowlett & Associates Investment Management Ltd. | 12,785 | $135.1K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,781 | $135.1K | 0.00% | −1,381−9.8% | Reduced |
| New Capital Management LP | 12,700 | $134.2K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,682 | $134.0K | 0.00% | −1,722−12.0% | Reduced |
| Edge Capital Group, LLC | 12,449 | $131.6K | 0.01% | +373+3.1% | Added |
| Beacon Financial Advisory LLC | 12,376 | $130.8K | 0.04% | +107+0.9% | Added |
| Marathon Capital Management | 12,239 | $129.4K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 12,198 | $128.9K | 0.00% | +506+4.3% | Added |
| Fielder Capital Group LLC | 12,065 | $127.5K | 0.04% | +12,065 | New |
| First Interstate Bank | 11,996 | $126.8K | 0.01% | +288+2.5% | Added |
| Good Life Advisors, LLC | 11,952 | $126.3K | 0.01% | +1,930+19.3% | Added |
| Whittier Trust Co | 11,893 | $125.7K | 0.00% | −2,474−17.2% | Reduced |
| Neville Rodie & Shaw Inc | 11,834 | $125.0K | 0.01% | +11,834 | New |
| Axxcess Wealth Management, LLC | 11,800 | $124.7K | 0.00% | −626−5.0% | Reduced |
| Vise Technologies, Inc. | 11,775 | $124.5K | 0.01% | +11,775 | New |
| Citizens Financial Group Inc | 11,733 | $124.0K | 0.00% | +11,733 | New |
| Moneta Group Investment Advisors LLC | 11,711 | $123.8K | 0.00% | −4,478−27.7% | Reduced |
| Fiduciary Trust Co | 11,648 | $123.1K | 0.00% | +64+0.6% | Added |
| Safeguard Investment Advisory Group, LLC | 11,642 | $123.1K | 0.03% | −114−1.0% | Reduced |
| Johnson Investment Counsel Inc | 11,631 | $122.9K | 0.00% | −2,284−16.4% | Reduced |
| Papamarkou Wellner Asset Management inc. | 11,600 | $122.6K | 0.09% | +11,600 | New |
| Balanced Rock Investment Advisor | 11,519 | $121.8K | 0.10% | −3,529−23.5% | Reduced |
| Annex Advisory Services, LLC | 11,427 | $120.8K | 0.00% | −549−4.6% | Reduced |
| QRG Capital Management, Inc. | 11,417 | $120.7K | 0.00% | +11,417 | New |
| Geneos Wealth Management Inc. | 11,369 | $120.2K | 0.00% | +11,369 | New |
| Silverlake Wealth Management LLC | 11,331 | $119.8K | 0.05% | −903−7.4% | Reduced |
| Walker Asset Management, LLC | 11,194 | $118.3K | 0.07% | −453−3.9% | Reduced |
| Smartleaf Asset Management LLC | 11,251 | $118.2K | 0.01% | +1,865+19.9% | Added |
| Kempner Capital Management Inc. | 11,175 | $118.0K | 0.06% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 11,163 | $118.0K | 0.05% | −118−1.0% | Reduced |
| Essex Financial Services, Inc. | 11,134 | $117.7K | 0.01% | −1,338−10.7% | Reduced |
| Humankind Investments LLC | 11,001 | $116.3K | 0.03% | −2,055−15.7% | Reduced |
| Ausdal Financial Partners, Inc. | 10,903 | $115.2K | 0.01% | +10,903 | New |
| SkyView Investment Advisors, LLC | 10,895 | $115.0K | 0.02% | +10,895 | New |
| Frank, Rimerman Advisors LLC | 10,827 | $114.4K | 0.01% | +297+2.8% | Added |
| Congress Wealth Management LLC | 10,815 | $114.3K | 0.00% | +10,815 | New |
| ICONIQ Capital, LLC | 10,563 | $111.7K | 0.00% | +10,563 | New |
| NorthRock Partners, LLC | 10,510 | $111.1K | 0.00% | −3,085−22.7% | Reduced |
| SageView Advisory Group, LLC | 10,426 | $110.2K | 0.00% | +10,426 | New |
| Venture Visionary Partners LLC | 10,388 | $109.8K | 0.00% | −6,403−38.1% | Reduced |
| Wetherby Asset Management Inc | 10,387 | $109.8K | 0.01% | −1,966−15.9% | Reduced |
| Round Hill Asset Management | 10,373 | $109.6K | 0.08% | −6,154−37.2% | Reduced |
| Joel Isaacson & Co., LLC | 10,362 | $109.5K | 0.00% | +10,362 | New |
| Great Valley Advisor Group, Inc. | 10,376 | $109.3K | 0.00% | −4,038−28.0% | Reduced |
| Argyle Capital Management Inc. | 10,235 | $108.2K | 0.04% | −1,202−10.5% | Reduced |
| New Jersey Better Educational Savings Trust | 10,212 | $107.9K | 0.21% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,133 | $107.1K | 0.00% | +76+0.8% | Added |
| Flywheel Private Wealth LLC | 10,000 | $105.7K | 0.10% | +10,000 | New |
| Deseret Mutual Benefit Administrators | 9,925 | $104.9K | 0.05% | +1,066+12.0% | Added |
| Empirical Asset Management, LLC | 88,799 | $104.0K | 0.03% | +88,799 | New |
| Old Point Trust & Financial Services N A | 9,605 | $101.5K | 0.04% | −17−0.2% | Reduced |
| Investors Research Corp | 9,464 | $100.0K | 0.02% | −742−7.3% | Reduced |
| Hall Laurie J Trustee | 9,382 | $99.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,234 | $97.6K | 0.00% | −233−2.5% | Reduced |
| Sentry Investment Management LLC | 9,215 | $97.0K | 0.05% | −1,500−14.0% | Reduced |
| Optiver Holding B.V. | 9,138 | $96.6K | 0.00% | +9,138 | New |
| LRI Investments, LLC | 9,079 | $96.0K | 0.01% | +3,619+66.3% | Added |
| TCTC Holdings, LLC | 8,156 | $86.2K | 0.00% | +1,250+18.1% | Added |
| Optimum Investment Advisors | 8,113 | $85.8K | 0.04% | −415−4.9% | Reduced |
| Hantz Financial Services, Inc. | 8,050 | $85.0K | 0.00% | −542−6.3% | Reduced |
| Central Trust Co | 7,729 | $81.7K | 0.00% | −740−8.7% | Reduced |
| Sound Income Strategies, LLC | 7,718 | $81.6K | 0.01% | −422−5.2% | Reduced |
| Hexagon Capital Partners LLC | 7,648 | $80.8K | 0.01% | +103+1.4% | Added |
| William B. Walkup & Associates, Inc. | 7,592 | $80.3K | 0.05% | −305−3.9% | Reduced |
| Armstrong Advisory Group, Inc | 7,467 | $78.9K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 7,397 | $77.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 7,339 | $77.6K | 0.04% | −619−7.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,250 | $76.6K | 0.00% | −693−8.7% | Reduced |
| Eastern Bank | 7,101 | $75.1K | 0.00% | −1,207−14.5% | Reduced |
| Parkside Financial Bank & Trust | 7,053 | $74.6K | 0.01% | −765−9.8% | Reduced |
| Lindbrook Capital, LLC | 6,868 | $72.6K | 0.01% | +1,527+28.6% | Added |
| Sunbelt Securities, Inc. | 6,900 | $72.5K | 0.01% | −1,157−14.4% | Reduced |
| Skopos Labs, Inc. | 6,411 | $67.8K | 0.02% | +231+3.7% | Added |
| Ostrum Asset Management | 6,398 | $67.6K | 0.01% | −263−3.9% | Reduced |
| Marathon Trading Investment Management LLC | 6,260 | $66.2K | 0.01% | −5,952−48.7% | Reduced |
| LMR Partners LLP | 6,129 | $64.8K | 0.00% | −252,652−97.6% | Reduced |
| Private Trust Co NA | 6,099 | $64.5K | 0.01% | −293−4.6% | Reduced |
| Creative Financial Designs Inc | 5,663 | $59.9K | 0.00% | +3,400+150.2% | Added |
| NBT Bank N A | 5,505 | $58.2K | 0.00% | −5,816−51.4% | Reduced |
| Anchor Investment Management, LLC | 5,501 | $58.1K | 0.01% | −346−5.9% | Reduced |
| Pacific Center for Financial Services | 5,384 | $56.9K | 0.01% | +604+12.6% | Added |
| Tompkins Financial Corp | 5,285 | $55.9K | 0.01% | +1,780+50.8% | Added |
| CoreCap Advisors, LLC | 5,222 | $55.2K | 0.00% | +367+7.6% | Added |
| Compagnie Lombard Odier SCmA | 5,150 | $54.4K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 5,000 | $52.9K | 0.04% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 5,165 | $52.7K | 0.00% | +5,165 | New |
| Aster Capital Management (DIFC) Ltd | 4,979 | $52.6K | 0.02% | +2,989+150.2% | Added |
| Wellington Shields Capital Management, LLC | 16,539 | $52.5K | 0.01% | +11,533+230.4% | Added |
| Logan Capital Management Inc | 4,942 | $52.2K | 0.00% | −337−6.4% | Reduced |
| Quadrant Capital Group LLC | 4,833 | $51.1K | 0.00% | −1,250−20.5% | Reduced |
| Farmers & Merchants Investments Inc | 4,831 | $51.1K | 0.00% | −548−10.2% | Reduced |
| North Star Investment Management Corp. | 4,687 | $49.5K | 0.00% | −6−0.1% | Reduced |
| Bank & Trust Co | 4,613 | $48.8K | 0.04% | −42−0.9% | Reduced |
| Rosenberg Matthew Hamilton | 4,578 | $48.4K | 0.01% | +3,743+448.3% | Added |
| AlphaCentric Advisors LLC | 4,540 | $48.0K | 0.05% | −798−14.9% | Reduced |
| Itau Unibanco Holding S.A. | 4,358 | $46.1K | 0.00% | +4,358 | New |
| American National Bank | 4,314 | $45.6K | 0.01% | +2,897+204.4% | Added |
| Larson Financial Group LLC | 4,290 | $45.3K | 0.00% | −708−14.2% | Reduced |
| Westpac Banking Corp | 4,259 | $45.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 4,251 | $44.9K | 0.02% | −163−3.7% | Reduced |