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
- 2,832
- −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
- 1,376 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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Hibernia Wealth Partners, LLC | 561 | $45.5K | 0.04% | +561 | New |
| Gould Capital, LLC | 565 | $46.1K | 0.04% | −30−5.0% | Reduced |
| Wolff Wiese Magana LLC | 575 | $46.6K | 0.04% | −384−40.0% | Reduced |
| Financial Management Professionals, Inc. | 606 | $49.0K | 0.01% | −419−40.9% | Reduced |
| Raffa Wealth Management, LLC | 627 | $50.8K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 644 | $52.2K | 0.02% | −91−12.4% | Reduced |
| Bell Investment Advisors, Inc | 654 | $53.0K | 0.01% | +353+117.3% | Added |
| Abound Wealth Management | 659 | $53.4K | 0.02% | −61−8.5% | Reduced |
| Rise Advisors, LLC | 670 | $54.3K | 0.04% | −83−11.0% | Reduced |
| Cranbrook Wealth Management, LLC | 673 | $54.5K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 689 | $55.8K | 0.05% | −48−6.5% | Reduced |
| IMA Wealth, Inc. | 693 | $56.2K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 713 | $57.8K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 745 | $60.0K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 742 | $60.1K | 0.00% | −49−6.2% | Reduced |
| Lowe Wealth Advisors, LLC | 746 | $60.5K | 0.03% | −116−13.5% | Reduced |
| Joseph Group Capital Management | 754 | $61.1K | 0.04% | +454+151.3% | Added |
| Pacifica Partners Inc. | 775 | $62.6K | 0.03% | +127+19.6% | Added |
| Intrepid Capital Management Inc | 791 | $64.1K | 0.04% | +155+24.4% | Added |
| Antonetti Capital Management LLC | 792 | $64.2K | 0.10% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 800 | $64.8K | 0.06% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 800 | $64.8K | 0.01% | +800 | New |
| American State Bank (Iowa) | 818 | $66.3K | 0.05% | −80−8.9% | Reduced |
| Dakota Community Bank & Trust NA | 857 | $69.5K | 0.44% | +265+44.8% | Added |
| Hall Laurie J Trustee | 855 | $70.0K | 0.03% | −33,965−97.5% | Reduced |
| Front Row Advisors LLC | 881 | $71.4K | 0.03% | −5,623−86.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 886 | $71.8K | 0.02% | +5+0.6% | Added |
| Cornerstone Planning Group LLC | 887 | $71.9K | 0.03% | +78+9.6% | Added |
| AlphaMark Advisors, LLC | 889 | $72.0K | 0.03% | +35+4.1% | Added |
| CKW Financial Group | 895 | $73.0K | 0.01% | −165−15.6% | Reduced |
| WFA of San Diego, LLC | 916 | $74.2K | 0.08% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 940 | $76.0K | 0.02% | −51−5.1% | Reduced |
| Moser Wealth Advisors, LLC | 945 | $76.6K | 0.05% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 948 | $76.8K | 0.03% | −50−5.0% | Reduced |
| Quarry LP | 969 | $78.5K | 0.05% | +596+159.8% | Added |
| Annapolis Financial Services, LLC | 987 | $80.0K | 0.02% | −220−18.2% | Reduced |
| FSC Wealth Advisors, LLC | 987 | $80.0K | 0.08% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 991 | $80.3K | 0.04% | −340−25.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,010 | $81.0K | 0.00% | −1,380−57.7% | Reduced |
| America First Investment Advisors, LLC | 1,001 | $81.1K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,023 | $83.0K | 0.05% | +402+64.7% | Added |
| Hoey Investments, Inc | 1,028 | $83.3K | 0.03% | +25+2.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,030 | $83.5K | 0.00% | −436−29.7% | Reduced |
| PFS Partners, LLC | 1,034 | $83.8K | 0.07% | −400−27.9% | Reduced |
| Avion Wealth | 1,056 | $84.0K | 0.02% | +53+5.3% | Added |
| Newton One Investments LLC | 1,038 | $84.1K | 0.05% | −200−16.2% | Reduced |
| Pathway Financial Advisers, LLC | 1,060 | $85.9K | 0.04% | +1,060 | New |
| State of Wyoming | 1,077 | $87.3K | 0.02% | +1,077 | New |
| Spotlight Asset Group, Inc. | 1,084 | $87.9K | 0.08% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,112 | $90.2K | 0.04% | −96−7.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,116 | $90.5K | 0.03% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,158 | $93.9K | 0.13% | +992+597.6% | Added |
| Kenfarb & Co. | 1,159 | $93.9K | 0.09% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,167 | $94.6K | 0.06% | +280+31.6% | Added |
| Activest Wealth Management | 1,185 | $96.0K | 0.06% | +22+1.9% | Added |
| Institutional & Family Asset Management, LLC | 1,187 | $96.2K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,201 | $97.3K | 0.05% | +341+39.7% | Added |
| Level Financial Advisors, Inc. | 1,222 | $99.0K | 0.06% | −203−14.2% | Reduced |
| Maryland Capital Advisors Inc. | 1,222 | $99.0K | 0.08% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,270 | $102.9K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 1,280 | $103.7K | 0.05% | +1,280 | New |
| Buck Wealth Strategies, LLC | 1,281 | $103.8K | 0.04% | −44−3.3% | Reduced |
| Paladin Advisory Group, LLC | 1,282 | $103.9K | 0.09% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,290 | $104.6K | 0.05% | −121−8.6% | Reduced |
| AllSquare Wealth Management LLC | 1,326 | $107.5K | 0.07% | −310−18.9% | Reduced |
| Compass Wealth Management LLC | 1,334 | $108.1K | 0.03% | −1−0.1% | Reduced |
| Magellan Asset Management Ltd | 1,335 | $108.2K | 0.00% | +79+6.3% | Added |
| VitalStone Financial, LLC | 1,247 | $110.0K | 0.09% | −231−15.6% | Reduced |
| Core Alternative Capital | 1,379 | $111.8K | 0.02% | −2,125−60.6% | Reduced |
| Dividend Assets Capital, LLC | 1,434 | $116.0K | 0.02% | +9+0.6% | Added |
| Tower View Investment Management & Research LLC | 1,435 | $116.0K | 0.08% | +1,435 | New |
| BluePath Capital Management, LLC | 1,469 | $119.0K | 0.11% | +1,469 | New |
| HighMark Wealth Management LLC | 1,479 | $119.9K | 0.10% | +496+50.5% | Added |
| DT Investment Partners, LLC | 1,480 | $120.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,500 | $121.0K | 0.02% | −250−14.3% | Reduced |
| Legacy Financial Group LLC | 1,553 | $125.9K | 0.03% | +1,553 | New |
| Founders Capital Management | 1,588 | $128.7K | 0.10% | −1,370−46.3% | Reduced |
| Tucker Asset Management LLC | 1,596 | $129.4K | 0.03% | +31+2.0% | Added |
| Core Wealth Advisors, Inc. | 1,644 | $133.2K | 0.05% | +1,156+236.9% | Added |
| DB Wealth Management Group, LLC | 1,699 | $137.7K | 0.09% | −300−15.0% | Reduced |
| Western Pacific Wealth Management, LP | 1,715 | $139.0K | 0.11% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,733 | $140.5K | 0.10% | +85+5.2% | Added |
| Nkcfo LLC | 1,749 | $142.0K | 0.08% | −1,100−38.6% | Reduced |
| Princeton Global Asset Management LLC | 1,760 | $142.6K | 0.04% | −1,391−44.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,776 | $143.9K | 0.03% | −42−2.3% | Reduced |
| Provence Wealth Management Group | 1,792 | $145.2K | 0.09% | −1,553−46.4% | Reduced |
| Atticus Wealth Management, LLC | 1,802 | $146.0K | 0.06% | −200−10.0% | Reduced |
| TFC Financial Management | 1,803 | $146.2K | 0.03% | −404−18.3% | Reduced |
| Pittenger & Anderson Inc | 1,820 | $147.5K | 0.01% | −3,210−63.8% | Reduced |
| Raleigh Capital Management Inc. | 1,822 | $147.7K | 0.08% | −207−10.2% | Reduced |
| Stephens Consulting, LLC | 1,827 | $148.1K | 0.06% | +200+12.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,833 | $149.0K | 0.10% | −75−3.9% | Reduced |
| Edentree Asset Management Ltd | 1,850 | $150.0K | 0.06% | −5,000−73.0% | Reduced |
| True Wealth Design, LLC | 1,891 | $153.3K | 0.05% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,930 | $156.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,939 | $157.1K | 0.06% | +1,620+507.8% | Added |
| Blue Bell Private Wealth Management, LLC | 1,990 | $161.3K | 0.04% | +56+2.9% | Added |
| Tradition Wealth Management, LLC | 2,001 | $162.0K | 0.02% | −474−19.2% | Reduced |
| Price Jennifer C. | 2,000 | $162.1K | 0.09% | +1,000+100.0% | Added |
| WR Wealth Planners, LLC | 2,009 | $162.8K | 0.06% | +294+17.1% | Added |