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 | 3,179 | $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 | 3,298 | $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 |
|---|---|---|---|---|---|
| Van Leeuwen & Company, LLC | 3,122 | $253.0K | 0.16% | +6+0.2% | Added |
| Insight Advisors, LLC | 3,122 | $253.0K | 0.06% | −83−2.6% | Reduced |
| Sargent Investment Group, LLC | 3,123 | $253.1K | 0.06% | +3,123 | New |
| Convergence Investment Partners, LLC | 3,128 | $254.0K | 0.15% | −40−1.3% | Reduced |
| Advisory Resource Group | 3,139 | $254.4K | 0.07% | −90−2.8% | Reduced |
| Fred Alger Management, LLC | 3,141 | $254.6K | 0.00% | −6,750−68.2% | Reduced |
| Thrive Wealth Management, LLC | 3,147 | $255.0K | 0.07% | −945−23.1% | Reduced |
| Greenhouse Wealth Management, LLC | 3,148 | $255.1K | 0.23% | +3,148 | New |
| Capstone Financial Advisors, Inc. | 3,156 | $255.8K | 0.02% | −46−1.4% | Reduced |
| Goldstone Financial Group, LLC | 3,160 | $256.1K | 0.08% | +35+1.1% | Added |
| Sage Private Wealth Group, LLC | 3,162 | $256.4K | 0.35% | +124+4.1% | Added |
| BlackDiamond Wealth Management Inc. | 3,182 | $256.8K | 0.23% | −80−2.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,207 | $258.0K | 0.13% | −800−20.0% | Reduced |
| Sovereign Financial Group, Inc. | 3,186 | $258.2K | 0.09% | −639−16.7% | Reduced |
| Seed Wealth Management, Inc. | 3,186 | $258.2K | 0.29% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,193 | $258.8K | 0.06% | −291−8.4% | Reduced |
| Wealth Quarterback LLC | 3,202 | $259.5K | 0.22% | −288−8.3% | Reduced |
| Covestor Ltd | 3,206 | $260.0K | 0.20% | +999+45.3% | Added |
| West Wealth Group, LLC | 3,209 | $260.1K | 0.11% | −155−4.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 3,231 | $261.9K | 0.08% | −40−1.2% | Reduced |
| Strategic Advocates LLC | 3,233 | $262.1K | 0.12% | +3,233 | New |
| CFO4Life Group, LLC | 3,234 | $262.1K | 0.06% | −507−13.6% | Reduced |
| Willow Creek Wealth Management Inc. | 3,234 | $262.2K | 0.04% | −152−4.5% | Reduced |
| McRae Capital Management Inc | 3,235 | $262.2K | 0.08% | −240−6.9% | Reduced |
| Unison Asset Management LLC | 3,235 | $262.2K | 0.17% | 00.0% | Unchanged |
| Alesco Advisors LLC | 3,243 | $262.8K | 0.01% | −80−2.4% | Reduced |
| First Bank & Trust | 3,243 | $262.8K | 0.07% | −182−5.3% | Reduced |
| Greatmark Investment Partners, Inc. | 3,252 | $263.6K | 0.05% | +3,252 | New |
| Fermata Advisors, LLC | 3,256 | $263.9K | 0.07% | +919+39.3% | Added |
| Enterprise Financial Services Corp | 3,260 | $264.2K | 0.18% | −587−15.3% | Reduced |
| Raub Brock Capital Management LP | 3,260 | $264.2K | 0.05% | −48−1.5% | Reduced |
| Latitude Advisors, LLC | 3,262 | $264.4K | 0.19% | +111+3.5% | Added |
| Fusion Capital, LLC | 3,262 | $264.4K | 0.15% | −88−2.6% | Reduced |
| Accel Wealth Management | 3,270 | $265.0K | 0.15% | +94+3.0% | Added |
| Foster & Motley Inc | 3,267 | $265.0K | 0.02% | −1,175−26.5% | Reduced |
| Portland Global Advisors LLC | 3,267 | $265.0K | 0.04% | −65−2.0% | Reduced |
| Lodestar Private Asset Management LLC | 3,273 | $265.3K | 0.05% | −203−5.8% | Reduced |
| Mizuho Securities Co. Ltd. | 3,280 | $265.8K | 1.24% | −1,460−30.8% | Reduced |
| Westwood Holdings Group Inc. | 3,276 | $266.0K | 0.00% | −64−1.9% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,286 | $266.3K | 0.15% | −689−17.3% | Reduced |
| New England Capital Financial Advisors LLC | 3,299 | $267.4K | 0.18% | +40+1.2% | Added |
| Hixon Zuercher, LLC | 3,302 | $267.6K | 0.14% | −25−0.8% | Reduced |
| McLean Asset Management Corp | 3,163 | $268.8K | 0.11% | −112−3.4% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,319 | $269.0K | 0.05% | −520−13.5% | Reduced |
| Jarislowsky, Fraser Ltd | 3,320 | $269.1K | 0.00% | −1,285−27.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,250 | $269.5K | 0.03% | +113+3.6% | Added |
| Sonata Capital Group Inc | 3,332 | $270.0K | 0.14% | −300−8.3% | Reduced |
| Optas, LLC | 3,341 | $270.8K | 0.09% | −3,426−50.6% | Reduced |
| Centerpoint Advisors, LLC | 3,349 | $271.0K | 0.11% | +280+9.1% | Added |
| Benedict Financial Advisors Inc | 3,344 | $271.0K | 0.08% | +449+15.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,357 | $272.1K | 0.14% | 00.0% | Unchanged |
| CX Institutional | 3,365 | $272.7K | 0.02% | −4,758−58.6% | Reduced |
| DAGCO, Inc. | 6,164 | $273.3K | 0.16% | −4,956−44.6% | Reduced |
| Mach-1 Financial Group, Inc. | 3,375 | $273.6K | 0.11% | −340−9.2% | Reduced |
| Tennessee Valley Asset Management Partners | 3,376 | $273.6K | 0.09% | +221+7.0% | Added |
| Pallas Capital Advisors LLC | 3,392 | $273.7K | 0.02% | −46,512−93.2% | Reduced |
| L & S Advisors Inc | 3,380 | $273.9K | 0.04% | −100−2.9% | Reduced |
| Klingman & Associates, LLC | 3,384 | $274.3K | 0.02% | −665−16.4% | Reduced |
| Kooman & Associates | 3,387 | $274.5K | 0.14% | +37+1.1% | Added |
| Strait & Sound Wealth Management LLC | 3,400 | $275.6K | 0.24% | −498−12.8% | Reduced |
| JJJ Advisors Inc. | 3,406 | $276.1K | 0.07% | +2,494+273.5% | Added |
| Firethorn Wealth Partners, LLC | 3,407 | $276.1K | 0.21% | +760+28.7% | Added |
| Ackerman Capital Advisors, LLC | 3,420 | $277.2K | 0.08% | +7+0.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,427 | $277.8K | 0.03% | −227−6.2% | Reduced |
| Vivaldi Capital Management, LLC | 3,438 | $278.6K | 0.09% | +138+4.2% | Added |
| Teamwork Financial Advisors, LLC | 3,438 | $278.7K | 0.05% | +424+14.1% | Added |
| Delaney Dennis R | 3,439 | $278.7K | 0.18% | −8,515−71.2% | Reduced |
| TSFG, LLC | 3,448 | $279.0K | 0.10% | +308+9.8% | Added |
| Truadvice, LLC | 3,179 | $280.6K | 0.11% | −155−4.6% | Reduced |
| Broadleaf Partners, LLC | 3,465 | $280.8K | 0.09% | −55−1.6% | Reduced |
| Kelman-Lazarov, Inc. | 3,466 | $280.9K | 0.07% | +28+0.8% | Added |
| Westover Capital Advisors, LLC | 3,473 | $281.5K | 0.10% | −1,672−32.5% | Reduced |
| Concord Wealth Partners | 3,477 | $281.8K | 0.06% | +591+20.5% | Added |
| Aspen Investment Management Inc | 3,500 | $283.0K | 0.17% | −603−14.7% | Reduced |
| Intrepid Financial Planning Group LLC | 3,492 | $283.0K | 0.15% | −55−1.6% | Reduced |
| Univest Financial Corp | 3,493 | $283.1K | 0.09% | −35,816−91.1% | Reduced |
| Baron Wealth Management LLC | 3,522 | $285.5K | 0.18% | −684−16.3% | Reduced |
| Riverbridge Partners LLC | 3,525 | $285.7K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,528 | $286.0K | 0.10% | +3,528 | New |
| Coastline Trust Co | 3,532 | $286.3K | 0.04% | −2,034−36.5% | Reduced |
| Lantz Financial LLC | 3,537 | $286.7K | 0.11% | +76+2.2% | Added |
| CNB Bank | 3,544 | $287.2K | 0.17% | +333+10.4% | Added |
| Coyle Financial Counsel LLC | 3,553 | $288.0K | 0.12% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 3,558 | $288.4K | 0.31% | −47−1.3% | Reduced |
| Sym Financial Corp | 3,562 | $288.7K | 0.05% | +3,562 | New |
| Truvestments Capital LLC | 3,566 | $289.0K | 0.15% | +240+7.2% | Added |
| Aufman Associates Inc | 3,568 | $289.2K | 0.24% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 3,570 | $289.3K | 0.01% | −309,610−98.9% | Reduced |
| RWM Asset Management, LLC | 3,576 | $289.8K | 0.06% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,577 | $289.9K | 0.03% | +385+12.1% | Added |
| Crew Capital Management, Ltd. | 3,600 | $291.8K | 0.31% | −13−0.4% | Reduced |
| Lakeshore Financial Planning, Inc. | 3,604 | $292.1K | 0.17% | +3,604 | New |
| DF Dent & Co Inc | 3,606 | $292.3K | 0.00% | −1,978−35.4% | Reduced |
| Wall Street Access Asset Management, LLC | 3,607 | $292.4K | 0.15% | +10+0.3% | Added |
| Carmichael Hill & Associates, Inc. | 3,614 | $292.9K | 0.14% | −135−3.6% | Reduced |
| Coppell Advisory Solutions LLC | 3,381 | $293.7K | 0.11% | +384+12.8% | Added |
| First National Corp | 3,624 | $293.7K | 0.08% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 3,628 | $294.0K | 0.03% | −203−5.3% | Reduced |
| Osterweis Capital Management Inc | 3,630 | $294.2K | 0.02% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 3,631 | $294.3K | 0.26% | −1,029−22.1% | Reduced |