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, Q1 2025
Institutional positions in Warner Bros. Discovery, Inc. as of Mar 31, 2025. 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
- 1,174
- −5 vs. Q4 2024
- Shares held
- 1.67B
- +85.9M (+5.4%) vs. Q4 2024
- Total value
- $17.9B
- +$1.12B (+6.6%) vs. Q4 2024
- New holders
- 112
- 410 more added
- Sold out
- 117
- 413 more reduced
26 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Warner Bros. Discovery, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Concord Wealth Partners | 1,594 | $17.1K | 0.00% | −7−0.4% | Reduced |
| Hughes Financial Services, LLC | 1,732 | $17.7K | 0.00% | +1,732 | New |
| Vision Financial Markets LLC | 1,651 | $17.7K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,632 | $18.0K | 0.00% | −38−2.3% | Reduced |
| TFC Financial Management | 1,699 | $18.2K | 0.00% | −11−0.6% | Reduced |
| Capital A Wealth Management, LLC | 1,723 | $18.5K | 0.02% | −99−5.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,732 | $18.6K | 0.01% | −523−23.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,751 | $18.8K | 0.00% | +1+0.1% | Added |
| ORG Partners LLC | 1,854 | $18.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,315 | $19.3K | 0.00% | +1,121+93.9% | Added |
| Provenance Wealth Advisors, LLC | 1,805 | $19.4K | 0.00% | −1,952−52.0% | Reduced |
| Pinney & Scofield, Inc. | 1,842 | $19.8K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,909 | $20.5K | 0.00% | −47−2.4% | Reduced |
| South State Corp. | 1,917 | $20.6K | 0.00% | +1,174+158.0% | Added |
| Bullock Wealth Management Group | 2,040 | $20.8K | 0.01% | −3−0.1% | Reduced |
| Continuum Advisory, LLC | 1,945 | $20.9K | 0.00% | −36−1.8% | Reduced |
| Hartford Financial Management Inc. | 1,952 | $20.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,962 | $21.1K | 0.00% | −248−11.2% | Reduced |
| Private Wealth Management Group, LLC | 1,984 | $21.3K | 0.01% | −87−4.2% | Reduced |
| Rise Advisors, LLC | 1,991 | $21.4K | 0.01% | +1,812+1,012.3% | Added |
| Bokf, NA | 2,000 | $21.5K | 0.00% | +569+39.8% | Added |
| Tortoise Investment Management, LLC | 2,002 | $21.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,020 | $21.7K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2,025 | $21.7K | 0.00% | −249−10.9% | Reduced |
| Fortis Group Advisors, LLC | 2,065 | $22.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,072 | $22.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,085 | $22.4K | 0.00% | −710−25.4% | Reduced |
| MCF Advisors LLC | 2,221 | $23.8K | 0.00% | −258−10.4% | Reduced |
| Arlington Trust Co LLC | 2,222 | $23.8K | 0.01% | +650+41.3% | Added |
| Millstone Evans Group, LLC | 2,245 | $24.1K | 0.02% | −58−2.5% | Reduced |
| Hollencrest Capital Management | 2,266 | $24.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,282 | $24.5K | 0.00% | −284−11.1% | Reduced |
| Independence Bank of Kentucky | 2,307 | $24.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,309 | $24.8K | 0.00% | −2,522−52.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,322 | $24.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,357 | $25.3K | 0.00% | −473−16.7% | Reduced |
| Colonial Trust Advisors | 2,364 | $25.4K | 0.00% | −19−0.8% | Reduced |
| City Holding Co | 2,405 | $25.8K | 0.00% | +394+19.6% | Added |
| WPG Advisers, LLC | 2,418 | $25.9K | 0.02% | +1,999+477.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,443 | $26.2K | 0.01% | −222−8.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,445 | $26.2K | 0.00% | +55+2.3% | Added |
| Main Street Group, LTD | 2,483 | $26.6K | 0.01% | +41+1.7% | Added |
| Stonebridge Financial Group, LLC | 2,497 | $26.8K | 0.00% | +49+2.0% | Added |
| VSM Wealth Advisory, LLC | 2,504 | $26.9K | 0.01% | +500+25.0% | Added |
| Sofos Investments, Inc. | 2,545 | $27.3K | 0.01% | +2,545 | New |
| Sandy Spring Bank | 2,563 | $27.5K | 0.00% | −682−21.0% | Reduced |
| North Capital, Inc. | 2,575 | $27.6K | 0.03% | +2,575 | New |
| CBIZ Investment Advisory Services, LLC | 2,578 | $27.7K | 0.00% | −14−0.5% | Reduced |
| Kiker Wealth Management, LLC | 2,597 | $27.9K | 0.02% | +2,597 | New |
| FSA Wealth Management LLC | 2,674 | $28.7K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 2,695 | $28.9K | 0.02% | +48+1.8% | Added |
| Briaud Financial Planning, Inc | 2,775 | $29.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,708 | $29.1K | 0.00% | +122+4.7% | Added |
| SOA Wealth Advisors, LLC. | 2,719 | $29.2K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,724 | $29.2K | 0.02% | +2,724 | New |
| Center for Financial Planning, Inc. | 2,779 | $29.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 2,785 | $29.9K | 0.01% | −357−11.4% | Reduced |
| SRS Capital Advisors, Inc. | 2,788 | $29.9K | 0.00% | +229+8.9% | Added |
| Princeton Global Asset Management LLC | 2,899 | $31.1K | 0.01% | +36+1.3% | Added |
| Quent Capital, LLC | 2,924 | $31.4K | 0.00% | −407−12.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 2,937 | $31.5K | 0.03% | +2,937 | New |
| Atlas Capital Advisors LLC | 2,950 | $31.7K | 0.00% | −849−22.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 3,000 | $32.2K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,011 | $32.3K | 0.00% | +360+13.6% | Added |
| Financial Perspectives, Inc | 3,031 | $32.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 3,154 | $33.8K | 0.02% | +206+7.0% | Added |
| Ameriflex Group, Inc. | 3,183 | $34.2K | 0.01% | +328+11.5% | Added |
| N.E.W. Advisory Services LLC | 3,360 | $36.1K | 0.00% | +3,360 | New |
| JFS Wealth Advisors, LLC | 3,382 | $36.3K | 0.00% | +799+30.9% | Added |
| TSFG, LLC | 3,451 | $37.0K | 0.01% | +2,034+143.5% | Added |
| TD Private Client Wealth LLC | 3,548 | $38.1K | 0.00% | −119−3.2% | Reduced |
| Wellington Shields Capital Management, LLC | 3,571 | $38.3K | 0.01% | −12,968−78.4% | Reduced |
| MB, Levis & Associates, LLC | 3,615 | $38.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,619 | $38.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 3,629 | $38.9K | 0.00% | −2,470−40.5% | Reduced |
| Compagnie Lombard Odier SCmA | 3,700 | $39.7K | 0.00% | −1,450−28.2% | Reduced |
| Rakuten Securities, Inc. | 3,738 | $40.1K | 0.02% | +2,010+116.3% | Added |
| Manchester Capital Management LLC | 3,739 | $40.1K | 0.00% | +171+4.8% | Added |
| Zions Bancorporation, National Association | 3,878 | $41.6K | 0.00% | +3,878 | New |
| Cromwell Holdings LLC | 4,194 | $45.0K | 0.03% | +2,948+236.6% | Added |
| PFS Partners, LLC | 4,251 | $45.6K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,259 | $45.7K | 0.00% | 00.0% | Unchanged |
| American National Bank | 4,314 | $46.3K | 0.01% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 4,472 | $48.0K | 0.03% | −1,788−28.6% | Reduced |
| Itau Unibanco Holding S.A. | 4,493 | $48.0K | 0.00% | +135+3.1% | Added |
| Anchor Investment Management, LLC | 4,528 | $48.6K | 0.00% | −973−17.7% | Reduced |
| North Star Investment Management Corp. | 4,559 | $48.9K | 0.00% | −128−2.7% | Reduced |
| Rosenberg Matthew Hamilton | 4,578 | $49.1K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 4,613 | $49.5K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,856 | $52.1K | 0.00% | −366−7.0% | Reduced |
| Logan Capital Management Inc | 4,930 | $52.8K | 0.00% | −12−0.2% | Reduced |
| Curat Global, LLC | 4,967 | $53.3K | 0.06% | +4,967 | New |
| Future Financial Wealth Managment LLC | 5,000 | $53.6K | 0.04% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5,069 | $54.4K | 0.02% | +1,644+48.0% | Added |
| Tompkins Financial Corp | 5,293 | $56.8K | 0.01% | +8+0.2% | Added |
| Pacific Center for Financial Services | 5,344 | $57.3K | 0.02% | −40−0.7% | Reduced |
| LRI Investments, LLC | 5,378 | $57.7K | 0.01% | −3,701−40.8% | Reduced |
| Creative Financial Designs Inc | 5,557 | $59.6K | 0.00% | −106−1.9% | Reduced |
| Sentry Investment Management LLC | 7,367 | $60.0K | 0.04% | −1,848−20.1% | Reduced |
| NBT Bank N A | 5,615 | $60.2K | 0.00% | +110+2.0% | Added |