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 |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 2,025 | $164.0K | 0.18% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2,075 | $168.2K | 0.09% | −109−5.0% | Reduced |
| Vestor Capital, LLC | 2,091 | $169.0K | 0.02% | −574−21.5% | Reduced |
| Beacon Capital Management, LLC | 1,907 | $170.3K | 0.05% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,107 | $170.7K | 0.01% | −1,046−33.2% | Reduced |
| Lee Financial Co | 2,125 | $172.2K | 0.03% | +33+1.6% | Added |
| SRS Capital Advisors, Inc. | 2,136 | $173.1K | 0.02% | −13−0.6% | Reduced |
| IAG Wealth Partners, LLC | 2,139 | $173.4K | 0.05% | +163+8.2% | Added |
| SJS Investment Consulting Inc. | 2,141 | $173.5K | 0.04% | +24+1.1% | Added |
| Tortoise Investment Management, LLC | 2,170 | $175.9K | 0.03% | −137−5.9% | Reduced |
| ORG Partners LLC | 2,188 | $177.3K | 0.05% | −3,766−63.3% | Reduced |
| Zions Bancorporation, N.A. | 2,223 | $180.2K | 0.02% | −942−29.8% | Reduced |
| McIlrath & Eck, LLC | 2,245 | $182.0K | 0.04% | −204−8.3% | Reduced |
| Tfo-TDC, LLC | 2,041 | $182.2K | 0.04% | +12+0.6% | Added |
| S.A. Mason LLC | 2,251 | $182.4K | 0.13% | +200+9.8% | Added |
| Park Place Capital Corp | 2,262 | $183.3K | 0.05% | −2,156−48.8% | Reduced |
| Bogart Wealth, LLC | 2,267 | $183.7K | 0.01% | −33,047−93.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 2,294 | $185.9K | 0.05% | −148−6.1% | Reduced |
| Credential Qtrade Securities Inc. | 2,307 | $187.0K | 0.01% | −7,321−76.0% | Reduced |
| Impact Partnership Wealth, LLC | 2,331 | $188.9K | 0.06% | +1,614+225.1% | Added |
| Capital Advisors, Ltd. LLC | 2,338 | $189.0K | 0.03% | −71−2.9% | Reduced |
| Centennial Bank | 2,343 | $189.9K | 0.13% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 2,356 | $190.9K | 0.07% | −26,267−91.8% | Reduced |
| Atwood & Palmer Inc | 2,363 | $191.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,371 | $192.2K | 0.06% | −84−3.4% | Reduced |
| Sound Income Strategies, LLC | 2,375 | $192.5K | 0.02% | +213+9.9% | Added |
| Cyrus J. Lawrence, LLC | 2,400 | $194.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,418 | $196.0K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 2,425 | $196.6K | 0.08% | −194−7.4% | Reduced |
| Rosenberg Matthew Hamilton | 2,429 | $196.8K | 0.07% | −404−14.3% | Reduced |
| M&R Capital Management Inc | 2,441 | $197.8K | 0.05% | −60,942−96.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 2,457 | $199.1K | 0.22% | +31+1.3% | Added |
| Crane Advisory, LLC | 2,362 | $200.1K | 0.05% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 2,470 | $200.2K | 0.07% | −94−3.7% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 2,500 | $200.3K | 0.05% | +2,500 | New |
| Kowal Investment Group, LLC | 2,474 | $200.5K | 0.05% | −144−5.5% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,475 | $200.6K | 0.22% | −50−2.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,477 | $200.8K | 0.05% | −760−23.5% | Reduced |
| Hunting Hill Global Capital, LLC | 2,481 | $201.1K | 0.09% | +2,481 | New |
| PYA Waltman Capital, LLC | 2,484 | $201.3K | 0.09% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 2,484 | $201.3K | 0.03% | −129−4.9% | Reduced |
| West Oak Capital, LLC | 2,496 | $202.0K | 0.10% | −100−3.9% | Reduced |
| Seven Mile Advisory | 2,499 | $202.5K | 0.21% | +2,499 | New |
| Shay Capital LLC | 2,500 | $202.6K | 0.06% | +2,500 | New |
| Eldridge Investment Advisors, Inc. | 2,510 | $203.0K | 0.07% | −75−2.9% | Reduced |
| Financial Advisors, LLC | 2,513 | $203.7K | 0.05% | +27+1.1% | Added |
| Tanglewood Legacy Advisors, LLC | 2,514 | $203.8K | 0.12% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,515 | $203.8K | 0.02% | +131+5.5% | Added |
| Gould Asset Management LLC | 2,520 | $204.2K | 0.06% | 00.0% | Unchanged |
| Leicht Financial Planning & Wealth Management, Inc. | 2,523 | $204.5K | 0.13% | +2,523 | New |
| Mosaic Family Wealth Partners, LLC | 2,527 | $204.8K | 0.04% | 00.0% | Unchanged |
| S. R. Schill & Associates | 2,529 | $205.0K | 0.10% | −3,637−59.0% | Reduced |
| Capital Square, LLC | 2,424 | $205.3K | 0.28% | +2,424 | New |
| Capital CS Group, LLC | 2,533 | $205.3K | 0.24% | −492−16.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,535 | $205.5K | 0.03% | −9−0.4% | Reduced |
| Banco BTG Pactual S.A. | 2,535 | $205.5K | 0.08% | +2,535 | New |
| Lipe & Dalton | 2,541 | $206.0K | 0.12% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,545 | $206.3K | 0.13% | −41−1.6% | Reduced |
| Tranquilli Financial Advisor LLC | 2,549 | $206.6K | 0.15% | +169+7.1% | Added |
| Silver Oak Securities, Inc | 2,556 | $207.2K | 0.05% | −3,004−54.0% | Reduced |
| Ategra Capital Management, LLC | 2,559 | $207.4K | 0.11% | −701−21.5% | Reduced |
| Unique Wealth, LLC | 2,559 | $207.4K | 0.09% | +3+0.1% | Added |
| WESPAC Advisors, LLC | 2,563 | $207.7K | 0.16% | +158+6.6% | Added |
| Hill Island Financial LLC | 2,563 | $207.7K | 0.08% | +13+0.5% | Added |
| Full Sail Capital, LLC | 2,572 | $208.5K | 0.02% | −140−5.2% | Reduced |
| SeaBridge Investment Advisors LLC | 2,575 | $208.7K | 0.07% | +2,575 | New |
| RDA Financial Network | 2,586 | $209.6K | 0.09% | −63−2.4% | Reduced |
| Patron Partners Advisors, LLC | 2,586 | $209.6K | 0.15% | +6+0.2% | Added |
| Meritage Portfolio Management | 2,592 | $210.0K | 0.02% | −274−9.6% | Reduced |
| Imprint Wealth LLC | 2,597 | $210.5K | 0.18% | −400−13.3% | Reduced |
| 1776 Wealth LLC | 2,597 | $210.5K | 0.11% | −150−5.5% | Reduced |
| Paradigm Asset Management Co LLC | 2,600 | $210.7K | 0.06% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 2,600 | $210.7K | 0.06% | +83+3.3% | Added |
| NFP Retirement, Inc. | 2,602 | $210.9K | 0.04% | −437−14.4% | Reduced |
| MBA Advisors LLC | 2,603 | $211.0K | 0.13% | −995−27.7% | Reduced |
| Callan Family Office, LLC | 2,605 | $211.1K | 0.06% | +7+0.3% | Added |
| Cascade Investment Group, Inc. | 2,605 | $211.1K | 0.20% | +277+11.9% | Added |
| Fiducient Advisors LLC | 2,607 | $211.3K | 0.01% | +2,607 | New |
| Cherry Creek Investment Advisors, Inc. | 2,609 | $211.4K | 0.14% | −7,475−74.1% | Reduced |
| Armstrong Shaw Associates Inc | 2,610 | $211.5K | 0.22% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 2,612 | $211.7K | 0.14% | +67+2.6% | Added |
| Vista Private Wealth Partners. LLC | 2,605 | $211.7K | 0.09% | +101+4.0% | Added |
| Wrapmanager Inc | 2,613 | $211.8K | 0.07% | +277+11.9% | Added |
| KFA Private Wealth Group, LLC | 2,614 | $211.9K | 0.09% | −218−7.7% | Reduced |
| Collaborative Wealth Managment Inc. | 2,616 | $212.0K | 0.13% | −182−6.5% | Reduced |
| Laffer Tengler Investments | 2,625 | $212.8K | 0.06% | −5,901−69.2% | Reduced |
| Arden Trust Co | 2,631 | $213.2K | 0.04% | −8,241−75.8% | Reduced |
| KRS Capital Management, LLC | 2,631 | $213.2K | 0.23% | −2,835−51.9% | Reduced |
| LWM Advisory Services, LLC | 2,614 | $213.3K | 0.23% | +2,614 | New |
| Dixon Fnancial Services, Inc. | 2,635 | $213.6K | 0.14% | +96+3.8% | Added |
| East Coast Asset Management, LLC. | 2,638 | $213.8K | 0.10% | 00.0% | Unchanged |
| Headinvest, LLC | 2,621 | $214.1K | 0.05% | −269−9.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,644 | $214.3K | 0.06% | −51−1.9% | Reduced |
| Meridian Wealth Partners, LLC | 2,644 | $214.3K | 0.04% | +2,644 | New |
| Cardinal Strategic Wealth Guidance | 2,647 | $214.6K | 0.10% | −135−4.9% | Reduced |
| Catalyst Financial Partners LLC | 2,655 | $215.2K | 0.07% | +2,655 | New |
| McElhenny Sheffield Capital Management, LLC | 2,655 | $215.3K | 0.11% | −11−0.4% | Reduced |
| Wambolt & Associates, LLC | 2,644 | $215.9K | 0.08% | −1,207−31.3% | Reduced |
| Meridian Investment Counsel Inc. | 2,667 | $216.2K | 0.08% | −56−2.1% | Reduced |
| WealthCare Investment Partners, LLC | 2,648 | $216.3K | 0.13% | +60+2.3% | Added |