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 |
|---|---|---|---|---|---|
| Crabel Capital Management, LLC | 4,173 | $338.0K | 0.27% | +4,173 | New |
| Monograph Wealth Advisors, LLC | 4,173 | $338.3K | 0.07% | −6−0.1% | Reduced |
| Column Capital Advisors, LLC | 4,181 | $338.9K | 0.05% | +613+17.2% | Added |
| Advus Financial Partners, LLC | 4,195 | $340.0K | 0.13% | −561−11.8% | Reduced |
| Wealth Management Associates, Inc. | 4,198 | $340.2K | 0.20% | +55+1.3% | Added |
| Angeles Investment Advisors, LLC | 4,202 | $340.6K | 0.03% | +58+1.4% | Added |
| Lineweaver Wealth Advisors, LLC | 4,203 | $340.8K | 0.10% | +1,776+73.2% | Added |
| Exchange Bank | 4,208 | $341.1K | 0.33% | +270+6.9% | Added |
| Pacific Sage Partners, LLC | 4,214 | $341.5K | 0.10% | 00.0% | Unchanged |
| Security Financial Services, INC. | 4,220 | $342.0K | 0.10% | −1,031−19.6% | Reduced |
| Cairn Investment Group, Inc. | 4,270 | $346.0K | 0.23% | 00.0% | Unchanged |
| First National Bank | 4,272 | $346.3K | 0.30% | −55−1.3% | Reduced |
| Glen Eagle Advisors, LLC | 4,283 | $347.1K | 0.08% | −168−3.8% | Reduced |
| Cannon Financial Strategists, Inc. | 4,287 | $347.5K | 0.09% | +55+1.3% | Added |
| Pecaut & Co. | 4,288 | $347.6K | 0.15% | −348−7.5% | Reduced |
| Syon Capital LLC | 4,295 | $348.1K | 0.04% | +4,295 | New |
| Manchester Financial Inc | 4,296 | $348.2K | 0.10% | −203−4.5% | Reduced |
| Orca Investment Management, LLC | 4,299 | $348.4K | 0.39% | +120+2.9% | Added |
| Montis Financial, LLC | 4,303 | $348.8K | 0.23% | −3,013−41.2% | Reduced |
| Crescent Grove Advisors, LLC | 4,304 | $348.9K | 0.04% | +100+2.4% | Added |
| Fortis Advisors, LLC | 4,322 | $350.3K | 0.26% | −1,000−18.8% | Reduced |
| Guyasuta Investment Advisors Inc | 4,336 | $351.4K | 0.03% | +18+0.4% | Added |
| Source Financial Advisors LLC | 4,336 | $351.4K | 0.12% | +78+1.8% | Added |
| Evanson Asset Management, LLC | 4,341 | $351.9K | 0.03% | −306−6.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 4,342 | $351.9K | 0.23% | −83−1.9% | Reduced |
| LifeSteps Financial, Inc. | 4,360 | $353.4K | 0.36% | −269−5.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,370 | $354.2K | 0.00% | −65−1.5% | Reduced |
| West Family Investments, Inc. | 4,379 | $354.9K | 0.12% | +4,379 | New |
| Invesco, LLC | 4,381 | $355.0K | 0.18% | +66+1.5% | Added |
| Merriman Wealth Management, LLC | 4,389 | $355.7K | 0.02% | +1,225+38.7% | Added |
| Second Half Financial Partners, LLC | 4,401 | $356.7K | 0.18% | +33+0.8% | Added |
| LVZ Advisors, Inc. | 4,405 | $357.0K | 0.06% | −1,033−19.0% | Reduced |
| ICA Group Wealth Management, LLC | 4,408 | $357.5K | 0.10% | +109+2.5% | Added |
| Allegheny Financial Group LTD | 4,424 | $358.6K | 0.13% | +351+8.6% | Added |
| Paragon Capital Management Ltd | 4,425 | $358.7K | 0.08% | +263+6.3% | Added |
| Financial Security Advisor, Inc. | 4,425 | $358.7K | 0.16% | +4,425 | New |
| VisionPoint Advisory Group, LLC | 4,428 | $358.9K | 0.15% | +2,413+119.8% | Added |
| Atlas Private Wealth Advisors | 4,434 | $359.4K | 0.07% | −500−10.1% | Reduced |
| Traynor Capital Management, Inc. | 4,445 | $360.2K | 0.05% | +762+20.7% | Added |
| IFG Advisors, LLC | 4,448 | $360.5K | 0.13% | +119+2.7% | Added |
| Mainsail Financial Group, LLC | 4,415 | $360.5K | 0.33% | +86+2.0% | Added |
| Monetary Management Group Inc | 4,450 | $360.7K | 0.12% | −750−14.4% | Reduced |
| Aprio Wealth Management, LLC | 4,456 | $361.2K | 0.10% | +309+7.5% | Added |
| Retirement Income Solutions, Inc | 4,467 | $362.1K | 0.10% | −160−3.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,470 | $362.3K | 0.12% | −543−10.8% | Reduced |
| Gateway Wealth Partners, LLC | 4,480 | $363.1K | 0.07% | +9+0.2% | Added |
| Crescent Sterling, Ltd. | 4,480 | $363.1K | 0.38% | −1,261−22.0% | Reduced |
| Venturi Wealth Management, LLC | 4,482 | $363.3K | 0.03% | −476−9.6% | Reduced |
| E&G Advisors, LP | 4,485 | $363.5K | 0.13% | −117−2.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 4,494 | $364.2K | 0.11% | −1,998−30.8% | Reduced |
| Hall Kathryn A. | 4,504 | $365.0K | 0.12% | 00.0% | Unchanged |
| Ironwood Financial, llc | 4,513 | $365.8K | 0.10% | +62+1.4% | Added |
| Farmers Trust Co | 4,517 | $366.1K | 0.08% | −344−7.1% | Reduced |
| MPS Loria Financial Planners, LLC | 4,518 | $366.2K | 0.14% | −19−0.4% | Reduced |
| Prosperity Wealth Management, Inc. | 4,526 | $366.8K | 0.24% | +134+3.1% | Added |
| Kingfisher Capital LLC | 4,525 | $367.0K | 0.10% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 4,543 | $368.2K | 0.03% | −4,812−51.4% | Reduced |
| Botty Investors LLC | 4,550 | $368.8K | 0.14% | −1,335−22.7% | Reduced |
| First Commonwealth Financial Corp | 4,552 | $368.9K | 0.12% | −8,495−65.1% | Reduced |
| Little House Capital LLC | 4,555 | $369.1K | 0.15% | −119−2.5% | Reduced |
| Sendero Wealth Management, LLC | 4,560 | $369.6K | 0.08% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,598 | $372.7K | 0.04% | −463−9.1% | Reduced |
| Oxinas Partners Wealth Management LLC | 4,601 | $372.9K | 0.28% | −81−1.7% | Reduced |
| Chelsea Counsel Co | 4,607 | $373.4K | 0.19% | −210−4.4% | Reduced |
| Horan Capital Advisors, LLC. | 4,632 | $375.4K | 0.15% | −130−2.7% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 4,643 | $376.3K | 0.35% | +269+6.1% | Added |
| Shepherd Financial Partners LLC | 4,666 | $378.1K | 0.06% | −7,489−61.6% | Reduced |
| F/M Investments LLC | 4,418 | $379.5K | 0.28% | 00.0% | Unchanged |
| Fca Corp | 4,698 | $380.8K | 0.14% | +8+0.2% | Added |
| Salomon & Ludwin, LLC | 4,726 | $383.0K | 0.04% | −121−2.5% | Reduced |
| First Personal Financial Services | 4,727 | $383.1K | 0.10% | −8−0.2% | Reduced |
| Systematic Alpha Investments, LLC | 4,731 | $383.4K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,732 | $383.5K | 0.13% | +210+4.6% | Added |
| MJP Associates Inc | 4,739 | $384.0K | 0.11% | +895+23.3% | Added |
| Petix & Botte Co | 4,740 | $384.2K | 0.12% | −370−7.2% | Reduced |
| Heron Bay Capital Management | 4,750 | $385.0K | 0.10% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,752 | $385.1K | 0.11% | +143+3.1% | Added |
| Bank of New Hampshire | 4,755 | $385.4K | 0.12% | −2,682−36.1% | Reduced |
| Royal Fund Management, LLC | 4,767 | $386.4K | 0.06% | +431+9.9% | Added |
| TFG Advisers LLC | 4,813 | $390.1K | 0.18% | −1,368−22.1% | Reduced |
| Lakeview Capital Partners, LLC | 4,813 | $390.1K | 0.08% | −4,830−50.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,830 | $391.5K | 0.28% | +36+0.8% | Added |
| South Street Advisors LLC | 4,832 | $391.6K | 0.08% | 00.0% | Unchanged |
| Reik & Co., LLC | 4,832 | $391.6K | 0.11% | +700+16.9% | Added |
| Wealth Architects, LLC | 4,841 | $392.4K | 0.07% | +406+9.2% | Added |
| Acropolis Investment Management, LLC | 4,847 | $392.8K | 0.03% | −5,647−53.8% | Reduced |
| RiverFront Investment Group, LLC | 4,853 | $393.3K | 0.01% | +53+1.1% | Added |
| Viewpoint Capital Management LLC | 4,859 | $393.8K | 0.31% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 4,867 | $394.4K | 0.05% | +722+17.4% | Added |
| Schrum Private Wealth Management LLC | 4,871 | $394.8K | 0.45% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,877 | $395.3K | 0.03% | +64+1.3% | Added |
| First National Advisers, LLC | 4,879 | $395.4K | 0.18% | +4,879 | New |
| Quantum Private Wealth, LLC | 4,881 | $395.6K | 0.19% | −6,312−56.4% | Reduced |
| Alta Advisers Ltd | 4,900 | $397.1K | 0.23% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,905 | $397.5K | 0.08% | −22−0.4% | Reduced |
| Canvas Wealth Advisors, LLC | 4,812 | $397.7K | 0.16% | +90+1.9% | Added |
| Hendley & Co Inc | 4,910 | $398.0K | 0.16% | −230−4.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,916 | $398.4K | 0.19% | +31+0.6% | Added |
| Paragon Private Wealth Management, LLC | 4,919 | $398.7K | 0.33% | −147−2.9% | Reduced |
| Litman Gregory Asset Management LLC | 4,923 | $399.0K | 0.04% | +4,923 | New |