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Warner Bros. Discovery, Inc.

WBD Communication Services
$28.04 $-0.16 (-0.57%)
Market Cap: $70.4 B
Gurus Holding
17
Popularity Rank
#81
% of Shares Held
1.76%
Net Activity (Q2 2026)
+$718.07 M

Guru Ownership Trend

Guru Analysis for Warner Bros. Discovery, Inc. (WBD)

Warner Bros. Discovery, Inc. (WBD), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q2 2026, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.24 B.

Top institutional holders include Daniel Loeb and Paul Tudor Jones.

Notably, Daniel Loeb has expressed high conviction in this stock, allocating 11.39% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $718.07 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 221.9%. Conversely, Mario Gabelli reduced exposure by 35.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$738.21 M
Total Buy Value
New Buys 3
Additions 10
-$20.14 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
13

FAQs for Warner Bros. Discovery, Inc. (WBD)

Major holders include Daniel Loeb ($533.2 M), Paul Tudor Jones ($194.25 M), Renaissance Technologies (RenTech) ($162.18 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 44.22 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $718.07 M, with 13 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited WBD. The total reported sell value was $20.14 M.

Yes, 3 managers opened new positions in WBD, and 10 increased their existing holdings. The total reported buy value was $738.21 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
11.39% New Buy 20,000,000 $533.2 M Q2 2026
0.27% Add 3.3% 7,286,085 $194.25 M Q2 2026
0.22% Add 58.1% 6,083,353 $162.18 M Q2 2026
1.53% New Buy 2,246,180 $59.88 M Q2 2026
0.01% Add 221.9% 1,553,625 $41.42 M Q2 2026
0.49% Add 36.3% 1,488,690 $39.69 M Q2 2026
0.31% Reduce -35.3% 1,294,958 $34.52 M Q2 2026
0.08% Add 72.4% 1,239,813 $33.05 M Q2 2026
0.06% Add 76.3% 1,024,798 $27.32 M Q2 2026
0.03% Add 90.4% 925,000 $24.66 M Q2 2026
0.00% Reduce -6.1% 439,437 $11.72 M Q2 2026
0.12% Add 36.4% 300,000 $8 M Q2 2026
3.67% Reduce -3.2% 189,986 $5.07 M Q2 2026
0.08% Add 41.5% 81,900 $2.18 M Q2 2026
0.24% Reduce -4.0% 67,336 $1.8 M Q2 2026
0.00% New Buy 2,138 $56,999 Q2 2026
0.00% Add 60.8% 156 $4,232 Q2 2026
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