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 |
|---|---|---|---|---|---|
| Encompass Wealth Advisors, LLC | 2,674 | $216.7K | 0.07% | −1,156−30.2% | Reduced |
| Alterna Wealth Management, Inc | 2,675 | $216.8K | 0.28% | +2,675 | New |
| Bellevue Asset Management, LLC | 2,689 | $217.9K | 0.15% | −44−1.6% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,689 | $217.9K | 0.10% | +200+8.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,691 | $218.1K | 0.14% | −22−0.8% | Reduced |
| Asset Management Resources, LLC | 2,692 | $218.2K | 0.14% | +339+14.4% | Added |
| Vise Technologies, Inc. | 2,702 | $219.0K | 0.05% | −556−17.1% | Reduced |
| Ssi Investment Management LLC | 2,712 | $219.8K | 0.02% | −154−5.4% | Reduced |
| STAR Financial Bank | 2,714 | $220.0K | 0.23% | −132−4.6% | Reduced |
| Kennedy Investment Group | 2,719 | $220.4K | 0.13% | +199+7.9% | Added |
| Signet Financial Management, LLC | 2,719 | $220.4K | 0.04% | −34−1.2% | Reduced |
| Strategic Financial Concepts, LLC | 2,719 | $220.4K | 0.07% | −102−3.6% | Reduced |
| Austin Wealth Management, LLC | 2,301 | $221.0K | 0.07% | +2,301 | New |
| Fidelity D & D Bancorp Inc | 2,728 | $221.1K | 0.23% | +2,728 | New |
| Aigen Investment Management, LP | 2,729 | $221.2K | 0.04% | −35,180−92.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,729 | $221.2K | 0.14% | −3,000−52.4% | Reduced |
| Global Assets Advisory, LLC | 2,730 | $221.3K | 0.19% | +2,730 | New |
| Invictus Private Wealth, LLC | 2,735 | $221.7K | 0.02% | −49,308−94.7% | Reduced |
| City State Bank | 2,738 | $222.0K | 0.12% | −11−0.4% | Reduced |
| Hudock, Inc. | 2,744 | $222.5K | 0.05% | +239+9.5% | Added |
| Opes Wealth Management LLC | 2,747 | $222.6K | 0.06% | +318+13.1% | Added |
| Pennsylvania Capital Management Inc | 2,747 | $222.7K | 0.09% | +384+16.3% | Added |
| Windsor Group LTD | 2,746 | $223.0K | 0.04% | −586−17.6% | Reduced |
| Sage Mountain Advisors LLC | 2,757 | $223.5K | 0.03% | −794−22.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,762 | $223.9K | 0.17% | −2,200−44.3% | Reduced |
| Northwest Capital Management Inc | 2,781 | $225.4K | 0.09% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 2,785 | $225.7K | 0.01% | −386−12.2% | Reduced |
| Bernardo Wealth Planning LLC | 2,786 | $225.8K | 0.09% | +293+11.8% | Added |
| James J. Burns & Company, LLC | 2,786 | $226.0K | 0.06% | −5−0.2% | Reduced |
| CMG Global Holdings, LLC | 2,791 | $226.2K | 0.19% | −6−0.2% | Reduced |
| Cooper/Haims Advisors, LLC | 2,792 | $226.3K | 0.18% | −150−5.1% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,670 | $226.9K | 0.16% | +205+8.3% | Added |
| Segment Wealth Management, LLC | 2,802 | $227.1K | 0.02% | −1,133−28.8% | Reduced |
| Rede Wealth, LLC | 2,807 | $227.5K | 0.11% | −337−10.7% | Reduced |
| Lodestone Wealth Management LLC | 2,809 | $227.7K | 0.16% | −72−2.5% | Reduced |
| Investment Advisory Group, LLC | 2,811 | $227.8K | 0.12% | +20+0.7% | Added |
| Carolinas Wealth Consulting LLC | 9,490 | $228.0K | 0.06% | −2,092−18.1% | Reduced |
| Derbend Asset Management | 2,813 | $228.0K | 0.16% | −89−3.1% | Reduced |
| Cottage Street Advisors LLC | 2,814 | $228.1K | 0.17% | −190−6.3% | Reduced |
| Fundamentun, LLC | 2,816 | $228.3K | 0.03% | −13,581−82.8% | Reduced |
| Progressive Investment Management Corp | 2,821 | $228.6K | 0.07% | +64+2.3% | Added |
| Capital City Trust Co | 2,823 | $228.8K | 0.08% | −481−14.6% | Reduced |
| Miramar Capital, LLC | 2,827 | $229.2K | 0.06% | −50−1.7% | Reduced |
| Royal Capital Wealth Management, LLC | 2,830 | $229.4K | 0.22% | −100−3.4% | Reduced |
| Cohen Capital Management, Inc. | 2,830 | $229.4K | 0.05% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 2,834 | $229.7K | 0.07% | +103+3.8% | Added |
| Emfo, LLC | 2,836 | $229.8K | 0.22% | +2,085+277.6% | Added |
| First City Capital Management, Inc. | 2,840 | $230.2K | 0.14% | −286−9.1% | Reduced |
| Affinity Capital Advisors, LLC | 2,843 | $230.4K | 0.06% | −172−5.7% | Reduced |
| High Note Wealth, LLC | 2,845 | $230.6K | 0.10% | +35+1.2% | Added |
| Compass Financial Group, INC | 2,846 | $230.7K | 0.07% | −10.0% | Reduced |
| E Fund Management Co., Ltd. | 2,856 | $231.0K | 0.02% | −196−6.4% | Reduced |
| Navis Wealth Advisors, LLC | 2,859 | $231.7K | 0.34% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 2,872 | $232.8K | 0.08% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,874 | $232.9K | 0.08% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 2,875 | $233.0K | 0.15% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 2,884 | $233.7K | 0.12% | +2,884 | New |
| Aurora Private Wealth, Inc. | 2,886 | $234.0K | 0.26% | +177+6.5% | Added |
| Centric Wealth Management | 2,896 | $234.7K | 0.10% | −223−7.1% | Reduced |
| WJ Wealth Management, LLC | 2,900 | $235.0K | 0.11% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 2,915 | $236.3K | 0.15% | −1,740−37.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,923 | $236.9K | 0.07% | +2,923 | New |
| Creative Financial Designs Inc | 2,923 | $236.9K | 0.03% | −201−6.4% | Reduced |
| Platte River Wealth Advisors, LLC | 2,923 | $236.9K | 0.09% | −2,475−45.9% | Reduced |
| SYSTM Wealth Solutions LLC | 2,928 | $237.3K | 0.04% | −8,927−75.3% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,929 | $237.4K | 0.10% | 00.0% | Unchanged |
| Gratus Capital LLC | 2,935 | $237.9K | 0.02% | +2,935 | New |
| FSB Premier Wealth Management, Inc. | 2,937 | $238.0K | 0.13% | +125+4.4% | Added |
| EPIQ Capital Group, LLC | 2,942 | $238.4K | 0.13% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,945 | $238.7K | 0.26% | −500−14.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,945 | $238.7K | 0.00% | −28−0.9% | Reduced |
| Almanack Investment Partners, LLC. | 2,953 | $239.3K | 0.05% | −820−21.7% | Reduced |
| Cardiff Park Advisors, LLC | 2,957 | $239.7K | 0.03% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,960 | $239.9K | 0.09% | +2,960 | New |
| Broderick Brian C | 2,962 | $240.1K | 0.07% | −4,755−61.6% | Reduced |
| Brady Family Wealth, LLC | 2,978 | $241.4K | 0.09% | −1,008−25.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,980 | $241.5K | 0.13% | +2,980 | New |
| Deseret Mutual Benefit Administrators | 2,988 | $242.2K | 0.12% | −191−6.0% | Reduced |
| Wharton Business Group, LLC | 3,003 | $243.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 3,006 | $243.7K | 0.17% | −27−0.9% | Reduced |
| Joule Financial, LLC | 3,009 | $243.9K | 0.12% | +3,009 | New |
| Private Ocean, LLC | 3,016 | $244.4K | 0.03% | −837−21.7% | Reduced |
| Kearns & Associates LLC | 3,020 | $244.8K | 0.23% | +520+20.8% | Added |
| Custos Family Office, LLC | 3,022 | $244.9K | 0.16% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,022 | $245.0K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 3,023 | $245.0K | 0.29% | +34+1.1% | Added |
| Pathway Financial Advisors LLC | 3,024 | $245.1K | 0.08% | +141+4.9% | Added |
| Goepper Burkhardt LLC | 3,030 | $245.6K | 0.15% | +50+1.7% | Added |
| Tyler-Stone Wealth Management | 3,035 | $246.0K | 0.14% | −292−8.8% | Reduced |
| Marathon Capital Management | 3,036 | $246.1K | 0.06% | −375−11.0% | Reduced |
| Private Management Group Inc | 3,046 | $246.9K | 0.01% | +702+29.9% | Added |
| Keudell/Morrison Wealth Management | 3,072 | $249.0K | 0.08% | −20−0.6% | Reduced |
| Hofer & Associates. Inc | 3,077 | $249.4K | 0.26% | −796−20.6% | Reduced |
| Wulff, Hansen & Co. | 3,085 | $250.0K | 0.29% | 00.0% | Unchanged |
| Claret Asset Management Corp | 3,095 | $251.0K | 0.05% | −39−1.2% | Reduced |
| WestHill Financial Advisors, Inc. | 3,099 | $251.1K | 0.07% | 00.0% | Unchanged |
| CastleKnight Management LP | 3,100 | $251.3K | 0.04% | −3,000−49.2% | Reduced |
| Green Square Capital Advisors LLC | 3,103 | $251.5K | 0.03% | +325+11.7% | Added |
| Compass Ion Advisors, LLC | 3,113 | $252.3K | 0.04% | +3,113 | New |
| Cresta Advisors, Ltd. | 3,120 | $252.9K | 0.20% | +3,120 | New |