Walt Disney Co
DIS- Exchange
- NYSE
- Industry
- Services-Miscellaneous Amusement & Recreation
- SEC CIK
- 0001744489
In the last 90 days, Walt Disney Co insiders filed 0 open-market purchases and 3 sales; 2,947 institutions reported holding it in 13F filings for Q2 2026, worth $127.3B in total; 9 superinvestors hold it, including Viking Global Investors and D1 Capital Partners.
13F holders, Q3 2023
Institutional positions in Walt Disney Co as of Sep 30, 2023. 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
- 2,832
- −96 vs. Q2 2023
- Shares held
- 1.17B
- +22.5M (+2.0%) vs. Q2 2023
- Total value
- $94.4B
- −$7.68B (−7.5%) vs. Q2 2023
- New holders
- 160
- 1,058 more added
- Sold out
- 256
- 1,376 more reduced
35 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DIS 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 | 2,947 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $181.8B |
| Q3 2021 | 3,097 | $200.3B |
| Q2 2021 | 3,114 | $208.0B |
| Q1 2021 | 3,174 | $218.1B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spartan Planning & Wealth Management | 2 | $162 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 6 | $503 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 9 | $730 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 10 | $811 | 0.00% | −5−33.3% | Reduced |
| Tacita Capital Inc | 10 | $811 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 12 | $1.00K | 0.00% | −770−98.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 12 | $1.00K | 0.00% | +12 | New |
| Robbins Farley LLC | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 15 | $1.22K | 0.00% | +15 | New |
| WestEnd Advisors, LLC | 18 | $1.46K | 0.00% | −307,374−100.0% | Reduced |
| Red Tortoise LLC | 18 | $1.46K | 0.00% | −10−35.7% | Reduced |
| Authentikos Wealth Advisory, LLC | 20 | $1.62K | 0.00% | +20 | New |
| Eukles Asset Management | 22 | $1.78K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 22 | $1.78K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 32 | $2.59K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 35 | $2.84K | 0.00% | +10+40.0% | Added |
| Capital Management Associates | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 38 | $3.08K | 0.00% | 00.0% | Unchanged |
| Gilfoyle Management LLC | 38 | $3.26K | 6.63% | +38 | New |
| DecisionPoint Financial, LLC | 49 | $3.97K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 46 | $4.00K | 0.00% | −3−6.1% | Reduced |
| Trust Co | 55 | $4.46K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 55 | $4.46K | 0.01% | +4+7.8% | Added |
| Financial Synergies Wealth Advisors, Inc. | 59 | $4.78K | 0.00% | −10−14.5% | Reduced |
| Advisors Preferred, LLC | 60 | $4.90K | 0.00% | +60 | New |
| Halpern Financial, Inc. | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 71 | $6.00K | 0.00% | −130−64.7% | Reduced |
| JDM Financial Group LLC | 75 | $6.08K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 76 | $6.16K | 0.00% | −50−39.7% | Reduced |
| CGC Financial Services, LLC | 82 | $6.65K | 0.00% | −15−15.5% | Reduced |
| Your Advocates Ltd., LLP | 83 | $6.73K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 86 | $6.97K | 0.00% | −142−62.3% | Reduced |
| Grayhawk Investment Strategies Inc. | 87 | $7.05K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 100 | $8.11K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $8.11K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 102 | $8.27K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 107 | $8.67K | 0.00% | −350−76.6% | Reduced |
| RE Dickinson Investment Advisors, LLC | 109 | $9.00K | 0.01% | −64−37.0% | Reduced |
| Roble, Belko & Company, Inc | 107 | $9.00K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 116 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 111 | $9.03K | 0.01% | 00.0% | Unchanged |
| Wyrmwood Management LLC | 100 | $9.39K | 22.16% | +100 | New |
| Robinswood Financial LLC | 116 | $9.41K | 0.00% | −42−26.6% | Reduced |
| Solstein Capital, LLC | 119 | $9.64K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 119 | $10.0K | 0.00% | −581−83.0% | Reduced |
| Kessler Investment Group, LLC | 127 | $10.3K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 129 | $10.5K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 137 | $11.1K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 147 | $11.9K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 149 | $12.1K | 0.01% | +149 | New |
| Sturgeon Ventures LLP | 155 | $12.6K | 0.02% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 200 | $16.2K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 201 | $16.3K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 208 | $16.9K | 0.82% | +156+300.0% | Added |
| MB, Levis & Associates, LLC | 234 | $19.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 251 | $20.0K | 0.00% | −83−24.9% | Reduced |
| Retirement Group, LLC | 247 | $20.0K | 0.01% | −25−9.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 251 | $20.4K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 256 | $20.8K | 0.00% | −383−59.9% | Reduced |
| First PREMIER Bank | 261 | $21.0K | 0.01% | −266−50.5% | Reduced |
| Richard W. Paul & Associates, LLC | 265 | $21.5K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 267 | $21.6K | 0.02% | +17+6.8% | Added |
| Evolution Advisers, Inc. | 275 | $22.0K | 0.02% | −12−4.2% | Reduced |
| Nordwand Advisors, LLC | 279 | $22.6K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 292 | $24.0K | 0.01% | −27−8.5% | Reduced |
| Magnolia Capital Management Ltd | 300 | $24.0K | 0.02% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 270 | $24.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 300 | $24.3K | 0.00% | −10−3.2% | Reduced |
| J.Safra Asset Management Corp | 303 | $24.6K | 0.00% | +303 | New |
| WFA Asset Management Corp | 306 | $24.8K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 310 | $25.1K | 0.00% | −952−75.4% | Reduced |
| Luken Investment Analytics, LLC | 335 | $27.2K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 345 | $28.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 346 | $28.1K | 0.01% | +115+49.8% | Added |
| Copeland Capital Management, LLC | 360 | $29.2K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 374 | $30.3K | 0.01% | +374 | New |
| Beaird Harris Wealth Management, LLC | 381 | $30.9K | 0.00% | +11+3.0% | Added |
| Avondale Wealth Management | 407 | $33.0K | 0.03% | 00.0% | Unchanged |
| Steward Financial Group LLC | 418 | $33.0K | 0.01% | −60−12.6% | Reduced |
| Coston, McIsaac & Partners | 417 | $33.0K | 0.01% | +10+2.5% | Added |
| PFG Private Wealth Management, LLC | 412 | $33.4K | 0.02% | −73−15.1% | Reduced |
| Ofi Invest Asset Management | 447 | $34.2K | 0.00% | −407,669−99.9% | Reduced |
| Cedar Mountain Advisors, LLC | 429 | $34.8K | 0.01% | −422−49.6% | Reduced |
| Provenance Wealth Advisors, LLC | 430 | $34.9K | 0.01% | +430 | New |
| Orion Capital Management LLC | 434 | $35.2K | 0.02% | +434 | New |
| LGT Financial Advisors LLC | 437 | $35.4K | 0.05% | +437 | New |
| ZRC Wealth Management, LLC | 439 | $35.6K | 0.03% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 462 | $37.4K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 480 | $39.0K | 0.01% | +477+15,900.0% | Added |
| DHJJ Financial Advisors, Ltd. | 484 | $39.2K | 0.02% | +484 | New |
| Syntax Research, Inc. | 486 | $39.4K | 0.03% | +486 | New |
| Aspire Private Capital, LLC | 491 | $39.8K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 511 | $41.4K | 0.02% | −496−49.3% | Reduced |
| Hallmark Capital Management Inc | 525 | $42.6K | 0.00% | −410−43.9% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 531 | $43.0K | 0.03% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 536 | $43.4K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 5,400 | $44.0K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 561 | $45.0K | 0.02% | +236+72.6% | Added |