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 |
|---|---|---|---|---|---|
| Profit Investment Management, LLC | 8,536 | $691.8K | 0.49% | −257−2.9% | Reduced |
| Camden Capital, LLC | 8,549 | $692.9K | 0.08% | +369+4.5% | Added |
| Investment Partners, Ltd. | 8,582 | $695.6K | 0.37% | −54−0.6% | Reduced |
| Buffington Mohr McNeal | 8,584 | $695.8K | 0.16% | −1,644−16.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,616 | $698.3K | 0.07% | −40−0.5% | Reduced |
| Wolf Group Capital Advisors | 8,622 | $698.8K | 0.33% | +84+1.0% | Added |
| Marathon Trading Investment Management LLC | 8,654 | $701.4K | 0.54% | −7,520−46.5% | Reduced |
| Aberdeen Wealth Management LLC | 8,659 | $701.8K | 0.53% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 8,676 | $703.2K | 0.76% | −1,898−17.9% | Reduced |
| Atom Investors LP | 8,680 | $703.5K | 0.16% | +6,315+267.0% | Added |
| Cim Investment Mangement Inc | 8,690 | $704.3K | 0.26% | −210−2.4% | Reduced |
| HRT Financial LP | 8,710 | $705.0K | 0.01% | +8,710 | New |
| Sandhill Capital Partners LLC | 8,730 | $707.5K | 0.07% | −23−0.3% | Reduced |
| Pflug Koory, LLC | 8,767 | $710.6K | 0.41% | −90−1.0% | Reduced |
| Jupiter Wealth Management LLC | 8,070 | $712.3K | 0.46% | −1,125−12.2% | Reduced |
| Biltmore Family Office, LLC | 8,793 | $712.7K | 0.16% | +100+1.2% | Added |
| Newman Dignan & Sheerar, Inc. | 8,825 | $715.3K | 0.23% | −4,476−33.7% | Reduced |
| Resurgent Financial Advisors LLC | 8,921 | $723.0K | 0.49% | +579+6.9% | Added |
| Gradient Investments LLC | 8,926 | $723.5K | 0.02% | +240+2.8% | Added |
| Tobam | 8,962 | $726.0K | 0.06% | −395−4.2% | Reduced |
| Vanguard Capital Wealth Advisors | 8,962 | $726.4K | 0.67% | −3,356−27.2% | Reduced |
| Advisor Resource Council | 8,965 | $726.6K | 0.48% | −2,964−24.8% | Reduced |
| Sherbrooke Park Advisers LLC | 8,990 | $728.6K | 0.23% | +8,990 | New |
| Lumina Fund Management LLC | 9,000 | $729.0K | 0.35% | 00.0% | Unchanged |
| Peoples Bank | 8,997 | $729.2K | 0.62% | +8,997 | New |
| Barbara Oil Co. | 9,000 | $729.5K | 0.35% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $729.5K | 0.65% | – | – |
| Oakworth Capital, Inc. | 9,023 | $731.3K | 0.07% | −7−0.1% | Reduced |
| Armstrong Henry H Associates Inc | 9,059 | $734.2K | 0.08% | −56−0.6% | Reduced |
| Dearborn Partners LLC | 9,072 | $735.3K | 0.03% | −15−0.2% | Reduced |
| Harbour Capital Advisors, LLC | 9,084 | $736.3K | 0.22% | +305+3.5% | Added |
| Investors Research Corp | 9,097 | $737.3K | 0.19% | +632+7.5% | Added |
| Mayflower Financial Advisors, LLC | 9,100 | $737.6K | 0.11% | −544−5.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,116 | $739.0K | 0.00% | +9,116 | New |
| Eastern Bank | 9,133 | $740.2K | 0.04% | −506−5.2% | Reduced |
| Zullo Investment Group, Inc. | 9,146 | $741.3K | 0.43% | −978−9.7% | Reduced |
| Nadler Financial Group, Inc. | 9,212 | $746.6K | 0.11% | −180−1.9% | Reduced |
| Liberty Capital Management, Inc. | 9,212 | $746.6K | 0.22% | −15,614−62.9% | Reduced |
| Schechter Investment Advisors, LLC | 9,223 | $747.5K | 0.07% | −1,444−13.5% | Reduced |
| Monterey Private Wealth, Inc. | 9,237 | $748.6K | 0.38% | +92+1.0% | Added |
| Wedmont Private Capital | 8,855 | $750.0K | 0.08% | +2,242+33.9% | Added |
| Sweet Financial Partners, LLC | 9,257 | $750.3K | 0.20% | +1,564+20.3% | Added |
| CIC Wealth, LLC | 9,271 | $751.4K | 0.27% | −6,748−42.1% | Reduced |
| WNY Asset Management, LLC | 9,321 | $755.5K | 0.15% | +2,304+32.8% | Added |
| Chesapeake Asset Management LLC | 9,324 | $755.7K | 0.74% | −582−5.9% | Reduced |
| Alps Advisors Inc | 9,334 | $756.5K | 0.01% | +554+6.3% | Added |
| Dempze Nancy E | 9,337 | $756.8K | 0.68% | −5,617−37.6% | Reduced |
| Intact Investment Management Inc. | 9,350 | $757.8K | 0.03% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 9,351 | $757.9K | 0.12% | −20,514−68.7% | Reduced |
| Dohj, LLC | 9,317 | $760.9K | 0.34% | +1,229+15.2% | Added |
| Piscataqua Savings Bank | 9,403 | $762.1K | 0.66% | +100+1.1% | Added |
| Bath Savings Trust Co | 9,431 | $764.4K | 0.09% | −4,281−31.2% | Reduced |
| Boston Trust Walden Corp | 9,434 | $764.6K | 0.01% | −1,550−14.1% | Reduced |
| Ballast, Inc. | 9,435 | $764.7K | 0.30% | +6,719+247.4% | Added |
| Bank of Stockton | 9,594 | $765.4K | 0.29% | −185−1.9% | Reduced |
| Vance Wealth, Inc. | 9,445 | $765.5K | 0.36% | −438−4.4% | Reduced |
| ERn Financial, LLC | 9,454 | $766.3K | 0.17% | +700+8.0% | Added |
| Grimes & Company, Inc. | 9,470 | $767.6K | 0.03% | −193−2.0% | Reduced |
| Angeles Wealth Management, LLC | 9,484 | $768.7K | 0.11% | +1,440+17.9% | Added |
| Bridge Advisory, LLC | 9,552 | $774.2K | 0.27% | +466+5.1% | Added |
| Humankind Investments LLC | 9,554 | $774.4K | 0.32% | +544+6.0% | Added |
| Tilt Investment Management Holdings, PBC | 9,588 | $777.1K | 0.55% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 9,600 | $778.1K | 0.66% | −60−0.6% | Reduced |
| Baldwin Brothers Inc | 9,608 | $778.7K | 0.07% | −775−7.5% | Reduced |
| Samalin Investment Counsel, LLC | 9,638 | $781.2K | 0.45% | +621+6.9% | Added |
| First United Bank Trust | 9,670 | $783.7K | 0.36% | −886−8.4% | Reduced |
| Connecticut Wealth Management, LLC | 9,680 | $784.6K | 0.05% | +5,198+116.0% | Added |
| Icon Advisers Inc | 9,700 | $786.2K | 0.19% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9,712 | $787.2K | 0.49% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 9,545 | $787.6K | 0.58% | +601+6.7% | Added |
| Essex Savings Bank | 9,737 | $789.2K | 0.27% | −433−4.3% | Reduced |
| Alliance Wealth Advisors, LLC | 9,745 | $789.8K | 0.29% | +264+2.8% | Added |
| Cape Investment Advisory, Inc. | 9,764 | $791.3K | 0.45% | −40.0% | Reduced |
| Prostatis Group LLC | 9,901 | $791.6K | 0.39% | −28,794−74.4% | Reduced |
| AdvisorNet Financial, Inc | 9,780 | $792.6K | 0.07% | −1,183−10.8% | Reduced |
| Forte Capital LLC | 9,838 | $797.4K | 0.12% | −330−3.2% | Reduced |
| Garrison Point Advisors, LLC | 9,847 | $798.1K | 0.62% | +170+1.8% | Added |
| Strong Tower Advisory Services | 9,848 | $798.2K | 0.40% | +405+4.3% | Added |
| TLWM | 9,864 | $799.5K | 0.21% | +166+1.7% | Added |
| Bremer Bank National Association | 9,901 | $802.5K | 0.16% | −207−2.0% | Reduced |
| Abundance Wealth Counselors | 9,917 | $804.0K | 0.23% | +9,917 | New |
| Cypress Wealth Services, LLC | 9,969 | $808.0K | 0.22% | +266+2.7% | Added |
| ZWJ Investment Counsel Inc | 9,978 | $808.7K | 0.04% | +637+6.8% | Added |
| Anson Funds Management LP | 10,000 | $810.5K | 0.27% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 10,021 | $812.2K | 0.10% | −124−1.2% | Reduced |
| Wintrust Investments LLC | 10,033 | $813.0K | 0.09% | +176+1.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,042 | $813.9K | 0.16% | +500+5.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,051 | $814.6K | 0.20% | −1,212−10.8% | Reduced |
| Hartline Investment Corp | 10,051 | $814.6K | 0.15% | 00.0% | Unchanged |
| Inscription Capital, LLC | 10,062 | $815.5K | 0.27% | −64−0.6% | Reduced |
| Eads & Heald Wealth Management | 10,075 | $817.0K | 0.43% | −982−8.9% | Reduced |
| Larson Financial Group LLC | 10,090 | $817.8K | 0.08% | −14,064−58.2% | Reduced |
| Consolidated Portfolio Review Corp | 10,102 | $818.8K | 0.20% | +298+3.0% | Added |
| Salvus Wealth Management, LLC | 10,109 | $819.3K | 0.65% | +50+0.5% | Added |
| First County Bank | 10,112 | $819.6K | 0.43% | +996+10.9% | Added |
| Legacy Capital Wealth Partners, LLC | 10,118 | $820.1K | 0.23% | +10,118 | New |
| Blue Fin Capital, Inc. | 10,176 | $824.8K | 0.24% | −1,017−9.1% | Reduced |
| Old Point Trust & Financial Services N A | 10,189 | $825.8K | 0.37% | +182+1.8% | Added |
| Arrowroot Family Office, LLC | 10,200 | $826.7K | 0.65% | −945−8.5% | Reduced |
| Penserra Capital Management LLC | 10,238 | $829.0K | 0.02% | −1,599−13.5% | Reduced |