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 |
|---|---|---|---|---|---|
| Barrett & Company, Inc. | 3,634 | $294.5K | 0.17% | −250−6.4% | Reduced |
| Horizon Family Wealth, Inc. | 3,634 | $294.5K | 0.29% | +369+11.3% | Added |
| Greystone Financial Group, LLC | 3,644 | $295.3K | 0.07% | +3,644 | New |
| EdgeRock Capital LLC | 3,647 | $295.6K | 0.18% | +3,647 | New |
| QCM Cayman, Ltd. | 3,654 | $296.2K | 1.93% | +3,654 | New |
| Accurate Wealth Management, LLC | 3,445 | $296.9K | 0.09% | +544+18.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,665 | $297.0K | 0.02% | −960−20.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,668 | $297.3K | 0.01% | +3,668 | New |
| B&D White Capital Company, LLC | 3,675 | $297.9K | 0.11% | −625−14.5% | Reduced |
| Evermay Wealth Management LLC | 3,676 | $297.9K | 0.06% | +709+23.9% | Added |
| Prentiss Smith & Co Inc | 3,680 | $298.3K | 0.22% | +115+3.2% | Added |
| Castleview Partners, LLC | 3,686 | $298.7K | 0.28% | +2,604+240.7% | Added |
| King Wealth | 3,684 | $299.0K | 0.06% | −2,652−41.9% | Reduced |
| New Jersey Better Educational Savings Trust | 3,706 | $300.4K | 0.74% | 00.0% | Unchanged |
| SBB Research Group LLC | 3,718 | $301.3K | 0.54% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,718 | $301.3K | 0.22% | −536−12.6% | Reduced |
| EPG Wealth Management LLC | 3,722 | $301.6K | 0.09% | +36+1.0% | Added |
| Rational Advisors LLC | 3,728 | $302.2K | 0.03% | −2,458−39.7% | Reduced |
| Garner Asset Management Corp | 3,742 | $303.0K | 0.18% | −247−6.2% | Reduced |
| Avaii Wealth Management, LLC | 3,744 | $303.4K | 0.23% | +848+29.3% | Added |
| Hill Investment Group Partners, LLC | 3,745 | $303.5K | 0.05% | +500+15.4% | Added |
| ArrowMark Colorado Holdings LLC | 3,751 | $304.0K | 0.00% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 3,755 | $304.3K | 0.12% | −25−0.7% | Reduced |
| Affiance Financial, LLC | 3,755 | $304.4K | 0.15% | +100+2.7% | Added |
| waypoint wealth counsel | 3,759 | $304.7K | 0.29% | −662−15.0% | Reduced |
| Greenwich Wealth Management LLC | 3,765 | $305.0K | 0.03% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 3,767 | $305.3K | 0.09% | +3,767 | New |
| Arcataur Capital Management LLC | 3,782 | $306.5K | 0.13% | 00.0% | Unchanged |
| Dentgroup LLC | 3,782 | $306.5K | 0.23% | +9+0.2% | Added |
| McClarren Financial Advisors, Inc. | 3,794 | $307.0K | 0.27% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 3,811 | $308.9K | 0.21% | −199−5.0% | Reduced |
| UMA Financial Services, Inc. | 3,651 | $309.2K | 0.08% | −544−13.0% | Reduced |
| Money Concepts Capital Corp | 3,824 | $310.0K | 0.03% | −27−0.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,826 | $310.1K | 0.31% | −214−5.3% | Reduced |
| Vantage Financial Partners, LLC | 3,829 | $310.4K | 0.12% | +500+15.0% | Added |
| First Affirmative Financial Network | 3,830 | $310.4K | 0.30% | −899−19.0% | Reduced |
| Laurion Capital Management LP | 3,839 | $311.2K | 0.01% | −281,424−98.7% | Reduced |
| Congress Wealth Management LLC | 3,842 | $311.4K | 0.01% | −336−8.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,851 | $312.1K | 0.03% | −231−5.7% | Reduced |
| Gradient Capital Advisors, LLC | 3,864 | $313.2K | 0.13% | −196−4.8% | Reduced |
| Laraway Financial Inc | 3,866 | $313.3K | 0.33% | −100−2.5% | Reduced |
| Parkside Advisors LLC | 3,869 | $313.6K | 0.10% | 00.0% | Unchanged |
| SFMG, LLC | 3,870 | $313.6K | 0.03% | +595+18.2% | Added |
| Bridgewealth Advisory Group, LLC | 3,876 | $314.1K | 0.39% | −115−2.9% | Reduced |
| Triad Financial Advisors, Inc. | 3,880 | $314.5K | 0.11% | +3,880 | New |
| My Personal CFO, LLC | 3,882 | $314.6K | 0.25% | −19−0.5% | Reduced |
| McAdam, LLC | 3,883 | $314.7K | 0.03% | +453+13.2% | Added |
| Taylor & Morgan Wealth Management, LLC | 3,884 | $314.8K | 0.28% | −285−6.8% | Reduced |
| Crumly & Associates Inc. | 3,886 | $315.0K | 0.12% | +394+11.3% | Added |
| BFSG, LLC | 3,894 | $316.0K | 0.05% | +121+3.2% | Added |
| Guardian Investment Management | 3,900 | $316.0K | 0.29% | +50+1.3% | Added |
| Fort Point Capital Partners LLC | 3,908 | $316.7K | 0.05% | +1,554+66.0% | Added |
| Symmetry Partners, LLC | 3,911 | $317.0K | 0.02% | −6,320−61.8% | Reduced |
| High Pines Wealth Management, LLC | 3,913 | $317.1K | 0.52% | +1,394+55.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,912 | $318.0K | 0.17% | +3,912 | New |
| BCK Capital Management LP | 3,925 | $318.1K | 0.16% | 00.0% | Unchanged |
| Burt Wealth Advisors | 3,929 | $318.4K | 0.10% | −672−14.6% | Reduced |
| Ethos Financial Group, LLC | 3,935 | $318.9K | 0.08% | +3,935 | New |
| RBA Wealth Management, LLC | 3,935 | $319.0K | 0.15% | +90+2.3% | Added |
| Am Investment Strategies LLC | 3,940 | $319.0K | 0.10% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 3,950 | $320.1K | 0.04% | −1,225−23.7% | Reduced |
| SNS Financial Group, LLC | 3,958 | $320.8K | 0.04% | +98+2.5% | Added |
| Wealth Effects LLC | 3,971 | $321.9K | 0.16% | −741−15.7% | Reduced |
| Towercrest Capital Management | 3,979 | $322.5K | 0.06% | +40+1.0% | Added |
| Private Portfolio Partners LLC | 3,981 | $322.6K | 0.08% | +450+12.7% | Added |
| FinTrust Capital Advisors, LLC | 3,985 | $323.0K | 0.07% | −593−13.0% | Reduced |
| Marotta Asset Management | 3,987 | $323.1K | 0.07% | +63+1.6% | Added |
| Curi Capital | 3,992 | $323.6K | 0.05% | −1,794−31.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,032 | $324.0K | 0.01% | −829−17.1% | Reduced |
| Element Pointe Advisors, LLC | 3,998 | $324.0K | 0.10% | −62−1.5% | Reduced |
| St. Clair Advisors, LLC | 4,000 | $324.2K | 0.13% | −277−6.5% | Reduced |
| Ignite Planners, LLC | 4,020 | $324.9K | 0.10% | −340−7.8% | Reduced |
| Professional Advisory Services Inc | 4,005 | $325.0K | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 4,018 | $325.6K | 0.33% | 00.0% | Unchanged |
| Cedrus LLC | 4,019 | $325.7K | 0.23% | −314−7.2% | Reduced |
| Sensible Money, LLC | 4,030 | $326.6K | 0.23% | +5+0.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,033 | $326.9K | 0.04% | +97+2.5% | Added |
| Charter Oak Capital Management, LLC | 4,033 | $326.9K | 0.04% | −25−0.6% | Reduced |
| OneAscent Financial Services LLC | 4,040 | $327.0K | 0.09% | +4,040 | New |
| CWS Financial Advisors, LLC | 4,046 | $327.9K | 0.13% | −295−6.8% | Reduced |
| GSB Wealth Management, LLC | 4,051 | $328.3K | 0.11% | −13,392−76.8% | Reduced |
| Trifecta Capital Advisors, LLC | 4,051 | $328.3K | 0.11% | +277+7.3% | Added |
| KCS Wealth Advisory | 4,059 | $329.0K | 0.14% | −279−6.4% | Reduced |
| Interchange Capital Partners, LLC | 4,069 | $329.8K | 0.26% | −74−1.8% | Reduced |
| Center for Financial Planning, Inc. | 4,077 | $330.4K | 0.07% | +72+1.8% | Added |
| Hall Capital Management Co Inc | 4,077 | $330.4K | 0.21% | −613−13.1% | Reduced |
| Fairview Capital Investment Management, LLC | 4,093 | $331.8K | 0.02% | −50−1.2% | Reduced |
| Somerset Trust Co | 4,100 | $332.3K | 0.15% | −5−0.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,110 | $333.1K | 0.15% | +537+15.0% | Added |
| MTM Investment Management, LLC | 4,114 | $333.4K | 0.17% | −258−5.9% | Reduced |
| Michael S. Ryan, Inc. | 4,090 | $333.7K | 0.32% | +472+13.0% | Added |
| New World Advisors LLC | 4,127 | $334.5K | 0.12% | +798+24.0% | Added |
| Wealthquest Corp | 4,143 | $335.8K | 0.04% | −141−3.3% | Reduced |
| Gemmer Asset Management LLC | 4,155 | $336.7K | 0.05% | +36+0.9% | Added |
| Beck Mack & Oliver LLC | 4,157 | $337.0K | 0.01% | −280−6.3% | Reduced |
| Amica Retiree Medical Trust | 4,164 | $337.0K | 0.40% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,159 | $337.1K | 0.08% | +501+13.7% | Added |
| Stockman Wealth Management, Inc. | 4,161 | $337.3K | 0.07% | +94+2.3% | Added |
| Oak Hill Wealth Advisors, LLC | 4,162 | $337.4K | 0.13% | +664+19.0% | Added |
| Wittenberg Investment Management, Inc. | 4,168 | $337.8K | 0.12% | 00.0% | Unchanged |