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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 7,362 | $596.7K | 0.03% | +1,208+19.6% | Added |
| Hall Private Wealth Advisors | 7,365 | $596.9K | 0.40% | −180−2.4% | Reduced |
| Beacon Financial Group | 7,136 | $597.0K | 0.08% | +331+4.9% | Added |
| Valmark Advisers, Inc. | 7,385 | $598.6K | 0.01% | +213+3.0% | Added |
| Matrix Private Capital Group LLC | 7,400 | $599.8K | 0.45% | −44−0.6% | Reduced |
| Parisi Gray Wealth Management | 7,401 | $599.8K | 0.27% | +124+1.7% | Added |
| Saybrook Capital | 7,400 | $600.0K | 0.18% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 7,407 | $600.3K | 1.01% | −245−3.2% | Reduced |
| DeDora Capital, Inc. | 7,420 | $601.4K | 0.24% | +113+1.5% | Added |
| Excalibur Management Corp | 7,423 | $601.6K | 0.31% | +1,143+18.2% | Added |
| Goldstein Advisors, LLC | 7,438 | $602.9K | 0.13% | −333−4.3% | Reduced |
| Clarity Wealth Advisors, LLC | 7,455 | $604.2K | 0.27% | −325−4.2% | Reduced |
| Arnhold LLC | 7,464 | $605.0K | 0.07% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 7,469 | $605.4K | 0.34% | +1,226+19.6% | Added |
| V Wealth Advisors LLC | 7,470 | $605.4K | 0.49% | −3,059−29.1% | Reduced |
| Amplius Wealth Advisors, LLC | 7,503 | $608.1K | 0.08% | −325−4.2% | Reduced |
| Central Bank & Trust Co | 7,504 | $608.2K | 0.11% | −443−5.6% | Reduced |
| Proffitt & Goodson Inc | 7,513 | $608.9K | 0.12% | −218−2.8% | Reduced |
| Beacon Investment Advisors LLC | 7,514 | $609.0K | 0.43% | −298−3.8% | Reduced |
| Tompkins Financial Corp | 7,519 | $609.4K | 0.10% | −162−2.1% | Reduced |
| iA Global Asset Management Inc. | 7,553 | $612.0K | 0.02% | +7,553 | New |
| Hexagon Capital Partners LLC | 7,565 | $613.1K | 0.16% | −941−11.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,566 | $613.2K | 0.59% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 7,389 | $614.0K | 0.03% | +126+1.7% | Added |
| Davis-Rea Ltd. | 7,577 | $614.1K | 0.33% | −1,143−13.1% | Reduced |
| Chicago Capital, LLC | 7,594 | $615.5K | 0.03% | −594−7.3% | Reduced |
| Old Port Advisors | 7,597 | $615.7K | 0.22% | +7,597 | New |
| Verdence Capital Advisors LLC | 7,598 | $615.8K | 0.07% | +1,604+26.8% | Added |
| Liberty Wealth Management LLC | 7,642 | $619.0K | 0.15% | −126−1.6% | Reduced |
| Kidder Stephen W | 7,675 | $622.1K | 0.22% | −6,975−47.6% | Reduced |
| Worth Financial Advisory Group, LLC | 7,733 | $626.7K | 0.57% | −571−6.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,827 | $628.0K | 0.47% | +317+4.2% | Added |
| Marietta Investment Partners LLC | 7,750 | $628.1K | 0.18% | −30−0.4% | Reduced |
| Breakwater Capital Group | 7,760 | $629.1K | 0.22% | +683+9.7% | Added |
| TrinityPoint Wealth, LLC | 7,764 | $629.3K | 0.13% | −15,529−66.7% | Reduced |
| WESCAP Management Group, Inc. | 7,766 | $629.5K | 0.22% | −310−3.8% | Reduced |
| Aull & Monroe Investment Management Corp | 7,785 | $631.0K | 0.33% | −195−2.4% | Reduced |
| Wealth Advisory Solutions, LLC | 7,789 | $631.3K | 0.12% | +7,789 | New |
| Key Bridge Compliance, LLC | 7,789 | $631.3K | 0.20% | +7,789 | New |
| Cassaday & Co Wealth Management LLC | 7,825 | $634.2K | 0.03% | +394+5.3% | Added |
| Ted Buchan & Co | 7,829 | $634.5K | 0.51% | −194−2.4% | Reduced |
| IMS Capital Management | 7,838 | $635.3K | 0.38% | −715−8.4% | Reduced |
| Cooper Financial Group | 7,842 | $635.6K | 0.15% | −78−1.0% | Reduced |
| Rocky Mountain Advisers, LLC | 7,858 | $636.9K | 0.31% | −18−0.2% | Reduced |
| Eclectic Associates Inc | 7,865 | $637.4K | 0.32% | +1,417+22.0% | Added |
| First Command Advisory Services, Inc. | 7,866 | $637.5K | 0.01% | +7,863+262,100.0% | Added |
| FirstPurpose Wealth LLC | 7,869 | $637.8K | 0.28% | −4−0.1% | Reduced |
| Weaver Consulting Group | 7,879 | $638.6K | 0.29% | +771+10.8% | Added |
| Nicolet Bankshares Inc | 7,884 | $639.0K | 0.20% | −3,874−32.9% | Reduced |
| Schulhoff & Co Inc | 7,890 | $639.5K | 0.32% | +81+1.0% | Added |
| Main Street Financial Solutions, LLC | 7,894 | $639.8K | 0.09% | −1,104−12.3% | Reduced |
| Prestige Wealth Management Group LLC | 7,896 | $640.0K | 0.16% | +137+1.8% | Added |
| Foster Dykema Cabot & Co Inc | 7,895 | $640.0K | 0.08% | +195+2.5% | Added |
| Baldwin Investment Management, LLC | 7,908 | $640.9K | 0.11% | +75+1.0% | Added |
| Berger Financial Group, Inc | 7,909 | $641.0K | 0.07% | −640−7.5% | Reduced |
| Gables Capital Management Inc. | 7,911 | $641.2K | 0.45% | −2,340−22.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,915 | $641.5K | 0.45% | +101+1.3% | Added |
| IVC Wealth Advisors LLC | 7,916 | $641.6K | 0.43% | −496−5.9% | Reduced |
| Finer Wealth Management, Inc. | 7,925 | $642.3K | 0.51% | −1,606−16.9% | Reduced |
| Valicenti Advisory Services Inc | 7,929 | $643.0K | 0.22% | −110−1.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 7,950 | $644.4K | 0.89% | +152+1.9% | Added |
| Marino, Stram & Associates LLC | 7,975 | $646.4K | 0.19% | +496+6.6% | Added |
| Etesian Wealth Advisors, Inc. | 7,983 | $647.0K | 0.44% | −1,539−16.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,988 | $647.4K | 0.09% | +140+1.8% | Added |
| Accredited Investors Inc. | 8,013 | $649.4K | 0.05% | −604−7.0% | Reduced |
| Sonnipe Ltd | 8,034 | $651.2K | 0.09% | −369−4.4% | Reduced |
| Cornerstone National Bank & Trust Co | 8,044 | $652.0K | 0.40% | −114−1.4% | Reduced |
| Hedges Asset Management LLC | 8,050 | $652.5K | 0.57% | +2,390+42.2% | Added |
| Keystone Wealth Services, LLC | 8,055 | $652.9K | 0.25% | +103+1.3% | Added |
| Prosperity Consulting Group, LLC | 8,129 | $658.9K | 0.30% | +1,165+16.7% | Added |
| Key Client Fiduciary Advisors, LLC | 8,145 | $660.1K | 0.41% | −77−0.9% | Reduced |
| Unigestion Holding SA | 8,248 | $660.9K | 0.04% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 8,180 | $663.0K | 0.33% | −625−7.1% | Reduced |
| Harbor Investment Advisory, LLC | 8,200 | $664.6K | 0.09% | −766−8.5% | Reduced |
| Enterprise Bank & Trust Co | 8,218 | $666.1K | 0.27% | −1,046−11.3% | Reduced |
| Founders Financial Alliance, LLC | 8,220 | $666.2K | 0.29% | −702−7.9% | Reduced |
| Nikulski Financial, Inc. | 8,225 | $666.6K | 0.28% | −387−4.5% | Reduced |
| Legacy Financial Advisors, Inc. | 8,287 | $671.6K | 0.13% | +1,236+17.5% | Added |
| Heritage Wealth Advisors | 8,319 | $674.3K | 0.04% | −204,713−96.1% | Reduced |
| LGL Partners, LLC | 8,325 | $674.7K | 0.12% | +1,492+21.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 8,350 | $676.8K | 0.05% | +8,350 | New |
| Y.D. More Investments Ltd | 8,366 | $677.8K | 0.14% | −980−10.5% | Reduced |
| Apexium Financial, LP | 8,368 | $678.2K | 0.07% | −483−5.5% | Reduced |
| CoreFirst Bank & Trust | 8,373 | $678.6K | 0.48% | −84−1.0% | Reduced |
| White Pine Capital LLC | 8,375 | $678.8K | 0.27% | −706−7.8% | Reduced |
| Intrust Bank NA | 8,375 | $678.8K | 0.09% | −3,906−31.8% | Reduced |
| Successful Portfolios LLC | 8,383 | $679.5K | 0.60% | +8+0.1% | Added |
| Equitable Trust Co | 8,387 | $679.8K | 0.06% | +2,529+43.2% | Added |
| Silverlake Wealth Management LLC | 8,407 | $681.4K | 0.38% | −6−0.1% | Reduced |
| Pinebridge Investments, L.P. | 8,425 | $682.8K | 0.01% | −1,450−14.7% | Reduced |
| Live Oak Investment Partners | – | $683.7K | 0.59% | – | – |
| Sippican Capital Advisors | 8,481 | $687.4K | 0.63% | −2,665−23.9% | Reduced |
| Cozad Asset Management Inc | 8,486 | $687.8K | 0.09% | −22,948−73.0% | Reduced |
| AIA Group Ltd | 8,488 | $688.0K | 0.03% | +8,488 | New |
| Simon Quick Advisors, LLC | 8,514 | $690.1K | 0.07% | +544+6.8% | Added |
| IFG Advisory, LLC | 8,514 | $690.1K | 0.06% | +8,514 | New |
| Stansberry Asset Management, LLC | 8,516 | $690.2K | 0.12% | +8,516 | New |
| Navalign, LLC | 8,524 | $690.8K | 0.26% | −448−5.0% | Reduced |
| Abacus Planning Group, Inc. | 8,529 | $691.2K | 0.17% | −171−2.0% | Reduced |
| Viawealth, LLC | 8,533 | $691.6K | 0.51% | −325−3.7% | Reduced |