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; 2,948 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
- 2,831
- −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
- 1,375 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 | 2,948 | $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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 6,492 | $526.0K | 0.09% | −324−4.8% | Reduced |
| Gleason Group, Inc. | 6,498 | $526.7K | 0.14% | −49−0.7% | Reduced |
| Global Trust Asset Management, LLC | 6,506 | $527.3K | 0.25% | −847−11.5% | Reduced |
| Relative Value Partners Group, LLC | 6,506 | $527.3K | 0.04% | +6,506 | New |
| WealthTrust Axiom LLC | 6,507 | $527.4K | 0.19% | −230−3.4% | Reduced |
| Kozak & Associates, Inc. | 6,378 | $529.0K | 0.19% | −2,324−26.7% | Reduced |
| Financial Management Network Inc | 6,671 | $529.2K | 0.18% | +6,671 | New |
| St. Johns Investment Management Company, LLC | 6,530 | $529.3K | 0.30% | −791−10.8% | Reduced |
| Fairfield, Bush & Co. | 6,534 | $529.6K | 0.35% | −10,650−62.0% | Reduced |
| Mystic Asset Management, Inc. | 6,543 | $530.3K | 0.30% | −2,320−26.2% | Reduced |
| Aaron Wealth Advisors | 6,546 | $530.6K | 0.07% | +530+8.8% | Added |
| LaFleur & Godfrey LLC | 6,547 | $530.6K | 0.08% | −500−7.1% | Reduced |
| Genus Capital Management Inc. | 6,551 | $531.0K | 0.08% | +6,551 | New |
| Sheets Smith Wealth Management | 6,558 | $531.5K | 0.08% | −107−1.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,565 | $532.1K | 0.05% | −346−5.0% | Reduced |
| Palogic Value Management, L.P. | 6,581 | $533.4K | 0.26% | +204+3.2% | Added |
| First Heartland Consultants, Inc. | 6,583 | $534.0K | 0.07% | −64−1.0% | Reduced |
| Aries Wealth Management | 6,231 | $534.1K | 0.21% | −4,091−39.6% | Reduced |
| American Financial Advisors, LLC | 6,590 | $534.1K | 0.08% | −200−2.9% | Reduced |
| Chemung Canal Trust Co | 6,596 | $534.6K | 0.12% | −3,917−37.3% | Reduced |
| Coastwise Capital Group, LLC | 6,603 | $535.2K | 0.61% | +392+6.3% | Added |
| Perpetual Ltd | 6,615 | $536.1K | 0.01% | +1,884+39.8% | Added |
| Quent Capital, LLC | 6,616 | $536.2K | 0.08% | −1,422−17.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,618 | $536.4K | 0.26% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 6,618 | $536.4K | 0.43% | +137+2.1% | Added |
| Grove Bank & Trust | 6,637 | $537.9K | 0.11% | −806−10.8% | Reduced |
| Pacific Sun Financial Corp | 6,659 | $539.7K | 0.37% | +282+4.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,668 | $540.5K | 0.24% | +159+2.4% | Added |
| Bridgewater Associates, LP | 6,673 | $540.8K | 0.00% | −1,724−20.5% | Reduced |
| Citizens & Northern Corp | 6,683 | $541.7K | 0.22% | −72−1.1% | Reduced |
| James Investment Research Inc | 6,685 | $541.8K | 0.07% | −152−2.2% | Reduced |
| KC Investment Advisors, LLC | 6,698 | $542.9K | 0.35% | +2,770+70.5% | Added |
| 9258 Wealth Management, LLC | 6,707 | $543.6K | 0.11% | −293−4.2% | Reduced |
| Annex Advisory Services, LLC | 6,709 | $543.8K | 0.03% | −743−10.0% | Reduced |
| Soltis Investment Advisors LLC | 6,735 | $545.8K | 0.07% | −166−2.4% | Reduced |
| FourThought Financial Partners, LLC | 6,739 | $546.2K | 0.08% | +954+16.5% | Added |
| Formidable Asset Management, LLC | 6,750 | $547.1K | 0.12% | +159+2.4% | Added |
| GW Henssler & Associates Ltd | 6,752 | $547.3K | 0.04% | +240+3.7% | Added |
| Hohimer Wealth Management, LLC | 6,762 | $548.1K | 0.16% | −302−4.3% | Reduced |
| Hardy Reed LLC | 6,767 | $548.5K | 0.10% | −359−5.0% | Reduced |
| Change Path, LLC | 6,770 | $549.0K | 0.04% | −17,510−72.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,775 | $549.1K | 0.15% | −361−5.1% | Reduced |
| Principal Street Partners, LLC | 6,782 | $549.7K | 0.11% | −1,242−15.5% | Reduced |
| Peoples Financial Services Corp. | 6,786 | $550.0K | 0.26% | −100−1.5% | Reduced |
| Edge Capital Group, LLC | 6,818 | $552.6K | 0.04% | +765+12.6% | Added |
| Wallace Advisory Group, LLC | 6,211 | $554.5K | 0.40% | +115+1.9% | Added |
| Wellspring Financial Advisors, LLC | 6,846 | $554.9K | 0.16% | +92+1.4% | Added |
| NCM Capital Management, LLC | 6,859 | $555.9K | 0.40% | −220−3.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 6,861 | $556.0K | 0.19% | −118−1.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 6,863 | $556.2K | 0.43% | +1,020+17.5% | Added |
| Indiana Trust & Investment Management CO | 6,867 | $556.6K | 0.28% | −1,158−14.4% | Reduced |
| PBMares Wealth Management LLC | 6,876 | $557.3K | 0.20% | −233−3.3% | Reduced |
| Balentine LLC | 6,879 | $557.6K | 0.02% | +830+13.7% | Added |
| Zacks Investment Management | 6,883 | $557.9K | 0.01% | −117,023−94.4% | Reduced |
| Platform Technology Partners | 6,897 | $559.0K | 0.26% | −5,639−45.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,904 | $559.6K | 0.15% | −655−8.7% | Reduced |
| Acorn Wealth Advisors, LLC | 6,914 | $560.4K | 0.37% | +40+0.6% | Added |
| RVW Wealth, LLC | 6,934 | $562.0K | 0.07% | −356−4.9% | Reduced |
| Cypress Asset Management Inc | 6,935 | $562.1K | 0.19% | −4,536−39.5% | Reduced |
| Resource Consulting Group Inc | 6,951 | $563.4K | 0.11% | −2,661−27.7% | Reduced |
| Cape Ann Savings Bank | 6,978 | $565.6K | 0.40% | −225−3.1% | Reduced |
| Chatham Capital Group, Inc. | 6,980 | $565.7K | 0.13% | −406−5.5% | Reduced |
| Peddock Capital Advisors, LLC | 6,987 | $566.3K | 0.19% | −1,250−15.2% | Reduced |
| MGO Private Wealth, LLC | 6,993 | $566.8K | 0.42% | +632+9.9% | Added |
| Traphagen Investment Advisors LLC | 6,999 | $567.3K | 0.07% | −107−1.5% | Reduced |
| Black Swift Group, LLC | 7,000 | $567.4K | 0.19% | 00.0% | Unchanged |
| One River Asset Management, LLC | 7,084 | $567.6K | 0.26% | +937+15.2% | Added |
| Comerica Securities,inc. | 7,015 | $568.6K | 0.05% | −506−6.7% | Reduced |
| Vicus Capital | 7,017 | $568.7K | 0.06% | +927+15.2% | Added |
| Beacon Financial Advisory LLC | 7,023 | $569.2K | 0.31% | +1,670+31.2% | Added |
| River Street Advisors LLC | 7,044 | $570.9K | 0.54% | +1,144+19.4% | Added |
| BBR Partners, LLC | 7,046 | $571.1K | 0.06% | +325+4.8% | Added |
| Centurion Wealth Management LLC | 7,068 | $572.8K | 0.28% | +1,139+19.2% | Added |
| McKinley Carter Wealth Services, Inc. | 7,068 | $572.9K | 0.05% | −266−3.6% | Reduced |
| QP Wealth Management, LLC | 7,080 | $573.8K | 1.00% | +150+2.2% | Added |
| Pine Haven Investment Counsel, Inc | 7,086 | $574.3K | 0.60% | 00.0% | Unchanged |
| Triumph Capital Management | 7,114 | $576.5K | 0.26% | +2,755+63.2% | Added |
| Providence Wealth Advisors, LLC | 7,082 | $576.7K | 0.64% | −580−7.6% | Reduced |
| PFG Advisors | 7,123 | $577.3K | 0.05% | −1,285−15.3% | Reduced |
| Oak Asset Management, LLC | 7,187 | $582.5K | 0.25% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7,192 | $582.9K | 0.12% | +147+2.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 36,370 | $583.2K | 0.07% | +18,153+99.6% | Added |
| Farther Finance Advisors, LLC | 7,211 | $584.5K | 0.09% | +2,644+57.9% | Added |
| United Bank | 7,220 | $585.2K | 0.35% | −775−9.7% | Reduced |
| McDonough Capital Management, Inc | 7,211 | $585.3K | 0.55% | −1,359−15.9% | Reduced |
| Caxton Associates LP | 7,230 | $586.0K | 0.08% | −9,391−56.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 7,237 | $586.6K | 0.11% | −38−0.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,239 | $586.8K | 0.20% | −1,276−15.0% | Reduced |
| Navellier & Associates Inc | 7,241 | $586.9K | 0.10% | +4,813+198.2% | Added |
| Missouri Trust & Investment Co | 7,247 | $587.4K | 0.26% | −701−8.8% | Reduced |
| Youngs Advisory Group, Inc. | 7,249 | $587.5K | 0.32% | −60−0.8% | Reduced |
| LCM Capital Management Inc | 7,254 | $587.9K | 0.48% | +669+10.2% | Added |
| Ledyard National Bank | 7,313 | $592.7K | 0.07% | +589+8.8% | Added |
| JT Stratford LLC | 7,316 | $593.0K | 0.15% | −2,285−23.8% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,320 | $593.3K | 0.29% | −171−2.3% | Reduced |
| Lake Street Financial LLC | 7,410 | $593.8K | 0.11% | +528+7.7% | Added |
| StrategIQ Financial Group, LLC | 7,327 | $593.8K | 0.07% | −249−3.3% | Reduced |
| Dudley Capital Management, LLC | 7,331 | $594.2K | 0.42% | −585−7.4% | Reduced |
| Aspen Wealth Strategies, LLC | 7,348 | $595.6K | 0.46% | +92+1.3% | Added |
| West Paces Advisors Inc. | 7,362 | $596.7K | 0.19% | −411−5.3% | Reduced |