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 |
|---|---|---|---|---|---|
| Capstone Triton Financial Group, LLC | 12,164 | $985.9K | 0.72% | −2,087−14.6% | Reduced |
| Outfitter Financial LLC | 12,180 | $987.2K | 0.93% | −435−3.4% | Reduced |
| Nemes Rush Group LLC | 12,200 | $988.8K | 0.18% | +1,515+14.2% | Added |
| New England Asset Management Inc | 12,200 | $988.8K | 0.16% | −2,086−14.6% | Reduced |
| Hilltop Partners LLC | 12,228 | $991.1K | 0.42% | +3,132+34.4% | Added |
| Strategic Blueprint, LLC | 12,244 | $992.4K | 0.09% | −2,189−15.2% | Reduced |
| Sittner & Nelson, LLC | 12,247 | $992.6K | 0.57% | +550+4.7% | Added |
| Semmax Financial Advisors Inc. | 11,104 | $993.1K | 0.40% | +11,104 | New |
| Clarius Group, LLC | 12,264 | $994.0K | 0.09% | −360−2.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,348 | $995.2K | 0.46% | −1,378−10.0% | Reduced |
| Founders Financial Securities LLC | 12,290 | $996.1K | 0.13% | +595+5.1% | Added |
| Stony Point Wealth Management Inc. | 11,768 | $996.8K | 0.52% | −35,285−75.0% | Reduced |
| Woodmont Investment Counsel LLC | 12,299 | $996.8K | 0.11% | −39−0.3% | Reduced |
| Herold Advisors, Inc. | 12,316 | $998.2K | 0.30% | +1,136+10.2% | Added |
| Donaldson Capital Management, LLC | 12,337 | $999.9K | 0.05% | −216−1.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 12,346 | $1.00M | 0.09% | −2,950−19.3% | Reduced |
| Westside Investment Management, Inc. | 12,361 | $1.00M | 0.29% | −1,627−11.6% | Reduced |
| Avantax Planning Partners, Inc. | 12,362 | $1.00M | 0.04% | −283−2.2% | Reduced |
| Garde Capital, Inc. | 12,370 | $1.00M | 0.09% | −2,342−15.9% | Reduced |
| Eaton Financial Holdings Company, LLC | 12,421 | $1.01M | 0.27% | −724−5.5% | Reduced |
| Alphadyne Asset Management LP | 12,436 | $1.01M | 0.49% | +8,895+251.2% | Added |
| My Legacy Advisors, LLC | 12,160 | $1.01M | 0.41% | +2,264+22.9% | Added |
| BancorpSouth Bank | 12,493 | $1.01M | 0.09% | −12,417−49.8% | Reduced |
| Dash Acquisitions Inc. | 12,010 | $1.01M | 0.41% | +627+5.5% | Added |
| Lloyd Advisory Services, LLC. | 12,564 | $1.02M | 0.34% | +12,564 | New |
| Norden Group LLC | 12,564 | $1.02M | 0.34% | +12,564 | New |
| Bowen Hanes & Co Inc | 12,650 | $1.03M | 0.03% | −57,140−81.9% | Reduced |
| Vista Investment Management | 12,669 | $1.03M | 0.54% | +1,261+11.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,697 | $1.03M | 0.17% | −87−0.7% | Reduced |
| Garden State Investment Advisory Services LLC | 12,700 | $1.03M | 0.48% | +645+5.4% | Added |
| Clare Market Investments LLC | 12,704 | $1.03M | 0.40% | +75+0.6% | Added |
| Nwam LLC | 12,707 | $1.03M | 0.10% | −2,914−18.7% | Reduced |
| Spears Abacus Advisors LLC | 12,709 | $1.03M | 0.09% | −143−1.1% | Reduced |
| Tempus Wealth Planning, LLC | 12,722 | $1.03M | 0.52% | +546+4.5% | Added |
| Eudaimonia Partners, LLC | 12,833 | $1.04M | 0.25% | −1,508−10.5% | Reduced |
| Adirondack Trust Co | 12,874 | $1.04M | 0.52% | −614−4.6% | Reduced |
| Balboa Wealth Partners | 12,939 | $1.05M | 0.39% | +818+6.7% | Added |
| Compton Wealth Advisory Group, LLC | 12,962 | $1.05M | 0.36% | −205−1.6% | Reduced |
| Aldebaran Financial Inc. | 12,968 | $1.05M | 1.72% | −1,270−8.9% | Reduced |
| Martin & Co Inc | 12,979 | $1.05M | 0.28% | +159+1.2% | Added |
| PFG Investments, LLC | 13,064 | $1.06M | 0.20% | −427−3.2% | Reduced |
| Private Trust Co NA | 13,080 | $1.06M | 0.14% | −1,080−7.6% | Reduced |
| Wealthsource Partners, LLC | 13,082 | $1.06M | 0.07% | −986−7.0% | Reduced |
| Trust Investment Advisors | 13,120 | $1.06M | 0.91% | +58+0.4% | Added |
| Papp L Roy & Associates | 13,200 | $1.07M | 0.14% | −27,633−67.7% | Reduced |
| Trellus Management Company, LLC | 13,200 | $1.07M | 2.07% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 13,207 | $1.07M | 0.08% | −74,384−84.9% | Reduced |
| David Loasby | 13,552 | $1.07M | 0.12% | +2,279+20.2% | Added |
| Legacy Private Trust Co. | 13,274 | $1.08M | 0.09% | −12,559−48.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 11,933 | $1.08M | 0.90% | −2,849−19.3% | Reduced |
| O'Dell Group, LLC | 13,360 | $1.08M | 0.33% | +3,356+33.5% | Added |
| TD Private Client Wealth LLC | 13,374 | $1.08M | 0.05% | −429−3.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 13,422 | $1.09M | 0.39% | −2,586−16.2% | Reduced |
| Naples Global Advisors, LLC | 13,428 | $1.09M | 0.13% | −6,458−32.5% | Reduced |
| Ronald Blue Trust, Inc. | 12,191 | $1.09M | 0.02% | −2,122−14.8% | Reduced |
| LCNB Corp | 13,437 | $1.09M | 0.48% | −2,501−15.7% | Reduced |
| Investors Asset Management of Georgia Inc | 13,453 | $1.09M | 0.60% | −409−3.0% | Reduced |
| Omnia Family Wealth, LLC | 13,443 | $1.09M | 0.68% | +1,993+17.4% | Added |
| Newbridge Financial Services Group, Inc. | 13,464 | $1.09M | 0.55% | +438+3.4% | Added |
| Fernwood Investment Management, LLC | 13,731 | $1.10M | 0.39% | +25+0.2% | Added |
| DB Fitzpatrick & Co, Inc | 13,599 | $1.10M | 1.18% | +3,357+32.8% | Added |
| Court Place Advisors, LLC | 13,615 | $1.10M | 0.39% | −415−3.0% | Reduced |
| Mizuho Markets Cayman LP | 13,623 | $1.10M | 0.49% | +13,623 | New |
| RMR Wealth Builders | 13,643 | $1.11M | 0.18% | +4,344+46.7% | Added |
| Hudson Valley Investment Advisors Inc | 13,649 | $1.11M | 0.16% | −9,713−41.6% | Reduced |
| Summit Financial, LLC | 13,651 | $1.11M | 0.08% | −76−0.6% | Reduced |
| Summit Trail Advisors, LLC | 13,668 | $1.11M | 0.04% | +2,563+23.1% | Added |
| Payden & Rygel | 13,730 | $1.11M | 0.09% | −133,800−90.7% | Reduced |
| Payden & Rygel Investment Group | 13,730 | $1.11M | 0.09% | +13,730 | New |
| Fifth Third Wealth Advisors LLC | 13,752 | $1.11M | 0.45% | +6,317+85.0% | Added |
| Moseley Investment Management Inc | 13,758 | $1.12M | 0.67% | −1,250−8.3% | Reduced |
| West Branch Capital LLC | 13,759 | $1.12M | 0.59% | −521−3.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 13,759 | $1.12M | 0.26% | +8,105+143.3% | Added |
| Wimmer Associates 1, LLC | 14,028 | $1.14M | 0.71% | −466−3.2% | Reduced |
| Ridgewood Investments LLC | 14,052 | $1.14M | 0.75% | +3,516+33.4% | Added |
| KPP Advisory Services LLC | 14,124 | $1.14M | 0.38% | +14,124 | New |
| Laidlaw Wealth Management LLC | 14,152 | $1.15M | 0.38% | −4,571−24.4% | Reduced |
| Jmac Enterprises LLC | 14,156 | $1.15M | 0.28% | +334+2.4% | Added |
| Sound View Wealth Advisors Group, LLC | 14,175 | $1.15M | 0.14% | −26−0.2% | Reduced |
| Leisure Capital Management | 14,225 | $1.15M | 0.66% | +435+3.2% | Added |
| Doliver Advisors, LP | 14,263 | $1.16M | 0.35% | −638−4.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,270 | $1.16M | 1.13% | +475+3.4% | Added |
| Good Life Advisors, LLC | 14,302 | $1.16M | 0.13% | +1,689+13.4% | Added |
| BSW Wealth Partners | 14,330 | $1.16M | 0.26% | −160−1.1% | Reduced |
| American Investment Services, Inc. | 14,332 | $1.16M | 0.25% | −4,807−25.1% | Reduced |
| Cumberland Advisors Inc | 14,350 | $1.16M | 0.52% | +200+1.4% | Added |
| Alpha Cubed Investments, LLC | 14,350 | $1.16M | 0.08% | −21,542−60.0% | Reduced |
| First National Bank & Trust Co of Newtown | 14,369 | $1.16M | 0.27% | −35−0.2% | Reduced |
| Paloma Partners Management Co | 14,409 | $1.17M | 0.24% | +8,274+134.9% | Added |
| Delta Financial Advisors LLC | 14,429 | $1.17M | 0.53% | +2,236+18.3% | Added |
| Atlas Private Wealth Management | 14,439 | $1.17M | 0.63% | +40+0.3% | Added |
| Galibier Capital Management Ltd. | 14,524 | $1.18M | 0.26% | −1,000−6.4% | Reduced |
| Nations Financial Group Inc, | 14,663 | $1.19M | 0.12% | −718−4.7% | Reduced |
| Elmwood Wealth Management, Inc. | 14,670 | $1.19M | 0.57% | −132−0.9% | Reduced |
| RFG Advisory, LLC | 14,746 | $1.20M | 0.05% | −486−3.2% | Reduced |
| Argus Investors' Counsel, Inc. | 14,760 | $1.20M | 0.86% | −325−2.2% | Reduced |
| V-Square Quantitative Management LLC | 14,788 | $1.20M | 0.53% | +3,417+30.1% | Added |
| AXS Investments LLC | 14,889 | $1.21M | 0.31% | +14,266+2,289.9% | Added |
| FLC Capital Advisors | 14,908 | $1.21M | 0.37% | +9,004+152.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 14,910 | $1.21M | 0.70% | −290−1.9% | Reduced |