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 |
|---|---|---|---|---|---|
| Valley Brook Capital Group | 10,250 | $830.7K | 0.82% | +215+2.1% | Added |
| LBMC Investment Advisors, LLC | 10,484 | $833.9K | 0.09% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 10,413 | $834.4K | 0.10% | +152+1.5% | Added |
| Spreng Capital Management, Inc. | 10,300 | $834.8K | 0.61% | −4,233−29.1% | Reduced |
| Secure Asset Management, LLC | 10,306 | $835.3K | 0.25% | +1,177+12.9% | Added |
| Burney Co | 10,324 | $836.7K | 0.04% | −288−2.7% | Reduced |
| Tectonic Advisors LLC | 10,331 | $837.3K | 0.08% | +1,769+20.7% | Added |
| Pinnacle Holdings, LLC | 10,343 | $838.3K | 0.39% | −1,020−9.0% | Reduced |
| TCG Advisory Services, LLC | 10,353 | $839.1K | 0.13% | +223+2.2% | Added |
| Great Diamond Partners, LLC | 10,366 | $840.2K | 0.23% | −625−5.7% | Reduced |
| TriaGen Wealth Management LLC | 10,403 | $843.2K | 0.43% | +40+0.4% | Added |
| Clear Creek Financial Management, LLC | 10,403 | $843.2K | 0.15% | +387+3.9% | Added |
| Abbot Financial Management, Inc. | 10,403 | $843.2K | 0.57% | −564−5.1% | Reduced |
| DRW Securities, LLC | 10,454 | $847.0K | 0.07% | −1,859−15.1% | Reduced |
| Optimum Investment Advisors | 10,470 | $848.6K | 0.43% | −539−4.9% | Reduced |
| Clear Harbor Asset Management, LLC | 10,491 | $850.3K | 0.09% | −1,555−12.9% | Reduced |
| Covey Capital Advisors, LLC | 10,495 | $850.6K | 1.21% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 10,519 | $852.6K | 0.06% | −289−2.7% | Reduced |
| Waldron Private Wealth LLC | 10,521 | $852.8K | 0.04% | −2,776−20.9% | Reduced |
| Widmann Financial Services, Inc. | 10,527 | $853.2K | 0.85% | −191−1.8% | Reduced |
| XML Financial, LLC | 10,530 | $853.4K | 0.10% | +239+2.3% | Added |
| Peloton Wealth Strategists | 10,555 | $855.0K | 0.39% | −525−4.7% | Reduced |
| Archford Capital Strategies, LLC | 10,553 | $855.3K | 0.17% | −320−2.9% | Reduced |
| Mechanics Financial Corp | 10,566 | $856.4K | 0.47% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,814 | $860.6K | 0.15% | −2,060−30.0% | Reduced |
| Sentry Investment Management LLC | 10,630 | $862.0K | 0.41% | −2,673−20.1% | Reduced |
| EverSource Wealth Advisors, LLC | 10,636 | $862.0K | 0.09% | −905−7.8% | Reduced |
| True North Advisors, LLC | 10,645 | $862.8K | 0.27% | +84+0.8% | Added |
| LexAurum Advisors, LLC | 10,699 | $867.2K | 0.25% | +2,171+25.5% | Added |
| Exencial Wealth Advisors, LLC | 10,768 | $872.8K | 0.04% | +2,076+23.9% | Added |
| Ausdal Financial Partners, Inc. | 10,783 | $873.9K | 0.12% | −780−6.7% | Reduced |
| Avitas Wealth Management LLC | 10,799 | $875.3K | 0.17% | −4,457−29.2% | Reduced |
| Argent Advisors, Inc. | 10,828 | $877.6K | 0.40% | +198+1.9% | Added |
| Palumbo Wealth Management LLC | 10,905 | $883.9K | 0.49% | +439+4.2% | Added |
| Forbes J M & Co LLP | 10,970 | $889.1K | 0.12% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 10,976 | $889.6K | 0.37% | −310−2.7% | Reduced |
| Octavia Wealth Advisors, LLC | 10,986 | $890.4K | 0.18% | +1,778+19.3% | Added |
| Confluence Wealth Services, Inc. | 10,989 | $890.7K | 0.18% | −919−7.7% | Reduced |
| Audent Global Asset Management, LLC | 10,993 | $891.0K | 1.02% | +2,608+31.1% | Added |
| FNY Investment Advisers, LLC | 11,000 | $891.0K | 0.53% | +8,100+279.3% | Added |
| Rockingstone Advisors LLC | 11,019 | $893.1K | 0.49% | +334+3.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,052 | $895.8K | 0.03% | −535−4.6% | Reduced |
| Wendell David Associates Inc | 11,066 | $897.0K | 0.11% | +1,093+11.0% | Added |
| MCF Advisors LLC | 11,086 | $898.5K | 0.08% | +624+6.0% | Added |
| CFM Wealth Partners LLC | 11,101 | $899.7K | 0.24% | −2,645−19.2% | Reduced |
| Conservest Capital Advisors, Inc. | 11,118 | $901.1K | 0.11% | −3,105−21.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 11,143 | $903.1K | 0.91% | −250−2.2% | Reduced |
| Circle Wealth Management, LLC | 11,167 | $905.1K | 0.02% | −714−6.0% | Reduced |
| Bank of Hawaii | 11,219 | $909.3K | 0.05% | +2,204+24.4% | Added |
| Uncommon Cents Investing LLC | 11,243 | $911.2K | 0.33% | −155−1.4% | Reduced |
| Legacy Capital Group California, Inc. | 11,276 | $913.9K | 0.39% | +842+8.1% | Added |
| Oder Investment Management, LLC | 11,280 | $914.3K | 0.99% | −2,864−20.2% | Reduced |
| Cornerstone Advisory, LLC | 11,281 | $914.3K | 0.16% | −732−6.1% | Reduced |
| Greenup Street Wealth Management LLC | 11,284 | $914.5K | 0.30% | +1,640+17.0% | Added |
| Zevenbergen Capital Investments LLC | 11,295 | $915.5K | 0.02% | −175−1.5% | Reduced |
| American National Bank | 11,296 | $915.5K | 0.16% | −36,137−76.2% | Reduced |
| AlphaStar Capital Management, LLC | 11,326 | $918.0K | 0.11% | +11,326 | New |
| Hayek Kallen Investment Management | 11,355 | $920.0K | 0.41% | +1,980+21.1% | Added |
| Smith Anglin Financial, LLC | 11,371 | $921.6K | 0.11% | +300+2.7% | Added |
| Carr Financial Group Corp | 10,896 | $926.9K | 0.37% | +2,157+24.7% | Added |
| ELCO Management Co., LLC | 11,463 | $929.1K | 0.67% | −1,806−13.6% | Reduced |
| Capital Advisors Inc | 11,481 | $930.5K | 0.02% | −1,387−10.8% | Reduced |
| Glassman Wealth Services | 11,509 | $932.8K | 0.15% | +4,226+58.0% | Added |
| Palouse Capital Management, Inc. | 11,509 | $932.8K | 0.69% | +47+0.4% | Added |
| Allred Capital Management, LLC | 11,544 | $935.6K | 0.47% | +28+0.2% | Added |
| Atlas Capital Advisors LLC | 11,563 | $937.2K | 0.15% | −1,300−10.1% | Reduced |
| Braun Stacey Associates Inc | 11,578 | $938.0K | 0.05% | −137,074−92.2% | Reduced |
| Southeast Asset Advisors Inc. | 11,598 | $940.0K | 0.13% | +120+1.0% | Added |
| Duncker Streett & Co Inc | 11,600 | $940.2K | 0.22% | −750−6.1% | Reduced |
| Joseph P. Lucia & Associates, LLC | 11,617 | $941.6K | 0.66% | −248−2.1% | Reduced |
| Briaud Financial Planning, Inc | 11,626 | $942.0K | 0.76% | +11,626 | New |
| Old Mission Investment Co LLC | 11,625 | $942.2K | 0.37% | +291+2.6% | Added |
| Atomi Financial Group, Inc. | 11,649 | $944.1K | 0.32% | −108−0.9% | Reduced |
| Rockland Trust Co | 11,653 | $944.5K | 0.06% | +28+0.2% | Added |
| Coastal Bridge Advisors, LLC | 11,671 | $946.0K | 0.25% | +390+3.5% | Added |
| Transatlantique Private Wealth LLC | 11,674 | $946.2K | 0.51% | −4,415−27.4% | Reduced |
| JFS Wealth Advisors, LLC | 11,680 | $946.7K | 0.09% | +124+1.1% | Added |
| Guardian Wealth Management, Inc. | 11,690 | $947.4K | 0.89% | −537−4.4% | Reduced |
| Moloney Securities Asset Management, LLC | 11,711 | $949.2K | 0.17% | −1,588−11.9% | Reduced |
| NewEdge Wealth, LLC | 11,717 | $949.7K | 0.03% | +315+2.8% | Added |
| Puzo Michael J | 11,735 | $951.1K | 0.32% | −21,113−64.3% | Reduced |
| Charles Schwab Trust Co | 11,739 | $951.4K | 0.11% | +523+4.7% | Added |
| Agate Pass Investment Management, LLC | 11,739 | $951.4K | 0.64% | −770−6.2% | Reduced |
| Synergy Financial Group, LTD | 11,741 | $951.6K | 1.33% | −980−7.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 11,784 | $955.1K | 0.22% | +430+3.8% | Added |
| Naviter Wealth, LLC | 11,802 | $956.6K | 0.23% | +486+4.3% | Added |
| Sierra Capital LLC | 11,812 | $957.0K | 0.15% | −435−3.6% | Reduced |
| Thoroughbred Financial Services, LLC | 11,891 | $963.0K | 0.09% | +3,391+39.9% | Added |
| Cheviot Value Management, LLC | 11,911 | $965.3K | 0.21% | −979−7.6% | Reduced |
| Qtron Investments LLC | 11,933 | $967.2K | 0.18% | −2,660−18.2% | Reduced |
| Fairbanks Capital Management, Inc. | 11,954 | $968.9K | 0.82% | −494−4.0% | Reduced |
| Aveo Capital Partners, LLC | 11,968 | $970.0K | 0.13% | +8,016+202.8% | Added |
| MWA Asset Management | 11,974 | $970.5K | 0.94% | +11,974 | New |
| China Universal Asset Management Co., Ltd. | 11,991 | $971.9K | 0.28% | +7,913+194.0% | Added |
| Lester Murray Antman dba SimplyRich | 12,006 | $973.0K | 0.47% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,010 | $973.4K | 0.04% | +823+7.4% | Added |
| Keystone Financial Group | 12,054 | $977.0K | 0.16% | −4,478−27.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 12,076 | $978.8K | 0.07% | −148−1.2% | Reduced |
| Conning Inc. | 12,123 | $982.6K | 0.04% | +100+0.8% | Added |
| Pure Financial Advisors, Inc. | 12,155 | $985.2K | 0.04% | −200−1.6% | Reduced |