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
- 2,831
- −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
- 1,375 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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 4,928 | $399.4K | 0.09% | −246−4.8% | Reduced |
| Integral Investment Advisors, Inc. | 4,928 | $399.4K | 0.28% | +124+2.6% | Added |
| Smith Chas P & Associates Pa Cpas | 4,937 | $400.0K | 0.03% | −3,600−42.2% | Reduced |
| Kathmere Capital Management, LLC | 4,937 | $400.1K | 0.06% | +411+9.1% | Added |
| TRUE Private Wealth Advisors | 4,939 | $400.3K | 0.06% | +288+6.2% | Added |
| Avenir Corp | 4,940 | $400.4K | 0.04% | −1,380−21.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,946 | $400.8K | 0.09% | −755−13.2% | Reduced |
| Grace & White Inc | 4,950 | $401.2K | 0.07% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,950 | $401.2K | 0.35% | −3,554−41.8% | Reduced |
| Prentice Wealth Management LLC | 4,992 | $404.6K | 0.18% | −380−7.1% | Reduced |
| Per Stirling Capital Management, LLC. | 4,995 | $404.8K | 0.08% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 5,010 | $406.1K | 0.31% | −50−1.0% | Reduced |
| PSI Advisors, LLC | 5,013 | $406.3K | 0.18% | −385−7.1% | Reduced |
| Marks Group Wealth Management, Inc | 5,014 | $406.4K | 0.05% | +755+17.7% | Added |
| Avestar Capital, LLC | 5,023 | $407.1K | 0.06% | −319−6.0% | Reduced |
| Financial Designs Corp | 5,025 | $407.3K | 0.31% | +5,025 | New |
| EFG Asset Management (North America) Corp. | 5,025 | $407.4K | 0.10% | −3,242−39.2% | Reduced |
| Icon Wealth Partners, LLC | 5,029 | $407.6K | 0.05% | −6,079−54.7% | Reduced |
| Copperwynd Financial, LLC | 5,032 | $407.8K | 0.19% | +174+3.6% | Added |
| 1620 Investment Advisors, Inc. | 5,074 | $411.2K | 0.48% | +90+1.8% | Added |
| Safeguard Investment Advisory Group, LLC | 5,081 | $411.8K | 0.18% | +143+2.9% | Added |
| Presilium Private Wealth, LLC | 5,084 | $412.1K | 0.13% | +35+0.7% | Added |
| Guardian Wealth Advisors, LLC | 5,094 | $412.9K | 0.07% | −577−10.2% | Reduced |
| Ellis Investment Partners, LLC | 5,097 | $413.1K | 0.11% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 5,098 | $413.2K | 0.05% | −273−5.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 51,078 | $414.0K | 0.12% | +45,970+900.0% | Added |
| Geller Advisors LLC | 5,108 | $414.0K | 0.05% | −737−12.6% | Reduced |
| Lion Street Advisors, LLC | 5,118 | $414.9K | 0.14% | −676−11.7% | Reduced |
| First Financial Corp | 5,121 | $415.1K | 0.24% | +2,897+130.3% | Added |
| WealthPLAN Partners, LLC | 5,123 | $415.2K | 0.05% | +647+14.5% | Added |
| Oxford Financial Group Ltd | 5,126 | $415.5K | 0.04% | −1,893−27.0% | Reduced |
| Prosperity Financial Group, Inc. | 5,129 | $415.7K | 0.34% | −816−13.7% | Reduced |
| RFP Financial Group LLC | 5,139 | $416.5K | 0.18% | +245+5.0% | Added |
| Davis Investment Partners, LLC | 5,170 | $416.6K | 0.22% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 5,151 | $417.5K | 0.14% | +274+5.6% | Added |
| Aureus Asset Management, LLC | 5,152 | $417.6K | 0.03% | −1,599−23.7% | Reduced |
| Agf Management Ltd | 5,157 | $418.0K | 0.00% | −18,058−77.8% | Reduced |
| ProVise Management Group, LLC | 5,167 | $418.9K | 0.04% | +817+18.8% | Added |
| Pinnacle Bancorp, Inc. | 5,170 | $419.0K | 0.15% | −410−7.3% | Reduced |
| Stiles Financial Services Inc | 5,175 | $419.4K | 0.22% | −1,882−26.7% | Reduced |
| Summit Asset Management, LLC | 5,184 | $420.2K | 0.11% | +900+21.0% | Added |
| 626 Financial, LLC | 5,186 | $420.3K | 0.28% | −32−0.6% | Reduced |
| PDS Planning, Inc | 5,209 | $422.2K | 0.05% | −920−15.0% | Reduced |
| Prudent Man Advisors, LLC | 5,233 | $424.1K | 0.17% | −6,748−56.3% | Reduced |
| Phocas Financial Corp. | 5,242 | $424.8K | 0.06% | −625−10.7% | Reduced |
| United Bank | 5,242 | $424.9K | 0.06% | −61−1.2% | Reduced |
| Paulson Wealth Management Inc. | 5,257 | $426.1K | 0.15% | +2,979+130.8% | Added |
| L2 Asset Management, LLC | 207 | $426.5K | 0.20% | −4,521−95.6% | Reduced |
| Financial Advisory Corp | 5,273 | $427.0K | 0.20% | +9+0.2% | Added |
| Hemington Wealth Management | 5,288 | $428.0K | 0.20% | −119−2.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,292 | $428.9K | 0.08% | +44+0.8% | Added |
| Old North State Trust, LLC | 5,298 | $429.0K | 0.33% | −300−5.4% | Reduced |
| Mirador Capital Partners LP | 5,308 | $430.2K | 0.10% | +255+5.0% | Added |
| First Community Trust NA | 5,309 | $430.3K | 0.49% | −1,524−22.3% | Reduced |
| Bluesphere Advisors, LLC | 5,311 | $430.5K | 0.31% | −376−6.6% | Reduced |
| Spinnaker Investment Group, LLC | 5,312 | $430.6K | 0.14% | −68−1.3% | Reduced |
| Burton Enright Welch | 5,316 | $430.9K | 0.13% | +1,094+25.9% | Added |
| MQS Management LLC | 5,324 | $431.5K | 0.26% | +1,098+26.0% | Added |
| Glass Jacobson Investment Advisors llc | 5,335 | $432.4K | 0.20% | −405−7.1% | Reduced |
| High Net Worth Advisory Group LLC | 5,336 | $432.5K | 0.17% | +118+2.3% | Added |
| PAX Financial Group, LLC | 5,345 | $433.2K | 0.10% | −772−12.6% | Reduced |
| Neumann Capital Management, LLC | 5,364 | $434.8K | 0.19% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 5,373 | $435.5K | 0.10% | +400+8.0% | Added |
| Argent Capital Management LLC | 5,380 | $436.0K | 0.02% | 00.0% | Unchanged |
| Holderness Investments Co | 5,388 | $436.7K | 0.17% | −710−11.6% | Reduced |
| Capital Performance Advisors LLP | 5,391 | $436.9K | 0.22% | +2,189+68.4% | Added |
| Delta Investment Management, LLC | 5,393 | $437.1K | 0.12% | −739−12.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,404 | $438.0K | 0.10% | +1,558+40.5% | Added |
| Waddell & Associates, LLC | 5,410 | $438.5K | 0.06% | +1,327+32.5% | Added |
| Trustmark National Bank Trust Department | 5,419 | $439.2K | 0.04% | −300−5.2% | Reduced |
| First National Bank Sioux Falls | 5,424 | $439.6K | 0.26% | −4,842−47.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 5,494 | $440.2K | 0.01% | −5,937−51.9% | Reduced |
| Probity Advisors, Inc. | 5,437 | $440.7K | 0.10% | +204+3.9% | Added |
| GFG Capital, LLC | 5,442 | $441.1K | 0.14% | −73−1.3% | Reduced |
| Mark Stevens | 5,445 | $441.3K | 0.06% | −220−3.9% | Reduced |
| Saranac Partners Ltd | 5,450 | $441.7K | 0.25% | +285+5.5% | Added |
| Sloy Dahl & Holst, LLC | 5,450 | $441.7K | 0.10% | +613+12.7% | Added |
| Allstate Corp | 5,462 | $442.7K | 0.03% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 5,468 | $443.2K | 0.17% | +385+7.6% | Added |
| Eqis Capital Management, Inc. | 5,469 | $443.3K | 0.05% | −3,985−42.2% | Reduced |
| United Community Bank | 5,470 | $443.3K | 0.22% | +370+7.3% | Added |
| Alhambra Investment Partners LLC | 5,479 | $444.0K | 0.29% | −625−10.2% | Reduced |
| Foster Group, Inc. | 5,479 | $444.1K | 0.03% | −573−9.5% | Reduced |
| Roman Butler Fullerton & Co | 5,268 | $444.4K | 0.21% | −203−3.7% | Reduced |
| Aire Advisors, LLC | 5,486 | $444.6K | 0.12% | +191+3.6% | Added |
| Financial Perspectives, Inc | 5,487 | $444.7K | 0.20% | −300−5.2% | Reduced |
| Integrated Investment Consultants, LLC | 5,489 | $444.9K | 0.16% | −1,471−21.1% | Reduced |
| Maple Capital Management, Inc. | 5,501 | $445.9K | 0.05% | +267+5.1% | Added |
| Manchester Capital Management LLC | 5,522 | $447.6K | 0.07% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,539 | $449.0K | 0.07% | +123+2.3% | Added |
| Wealth Dimensions Group, Ltd. | 5,560 | $450.6K | 0.16% | −6−0.1% | Reduced |
| SkyOak Wealth, LLC | 5,573 | $451.7K | 0.13% | −820−12.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,576 | $451.9K | 0.41% | −200−3.5% | Reduced |
| American Money Management, LLC | 5,587 | $452.8K | 0.12% | −1,019−15.4% | Reduced |
| Carson Advisory Inc. | 5,588 | $452.9K | 0.40% | −80−1.4% | Reduced |
| Sentry LLC | 5,589 | $453.0K | 0.10% | −325−5.5% | Reduced |
| Visionary Wealth Advisors | 5,589 | $453.0K | 0.04% | +24+0.4% | Added |
| Union Savings Bank | 5,591 | $453.1K | 0.28% | −285−4.9% | Reduced |
| Veracity Capital LLC | 5,599 | $453.8K | 0.21% | −554−9.0% | Reduced |
| Clean Yield Group | 5,349 | $453.9K | 0.20% | +1,000+23.0% | Added |