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 |
|---|---|---|---|---|---|
| Evolution Wealth Advisors, LLC | 5,600 | $453.9K | 0.10% | +5,600 | New |
| LSV Asset Management | 5,600 | $454.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5,560 | $454.1K | 0.23% | −176−3.1% | Reduced |
| TCI Wealth Advisors, Inc. | 5,620 | $455.5K | 0.06% | +428+8.2% | Added |
| Echo Street Capital Management LLC | 5,633 | $456.6K | 0.00% | +2,334+70.7% | Added |
| Fortitude Advisory Group L.L.C. | 5,634 | $456.6K | 0.31% | −228−3.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,638 | $456.9K | 0.13% | −1,127−16.7% | Reduced |
| Tiemann Investment Advisors, LLC | 5,640 | $457.1K | 0.24% | −190−3.3% | Reduced |
| Hutchinson Capital Management | 5,646 | $457.6K | 0.11% | +592+11.7% | Added |
| Castle Rock Wealth Management, LLC | 5,565 | $458.4K | 0.15% | +175+3.2% | Added |
| Bridgeworth, LLC | 5,656 | $458.4K | 0.05% | −51−0.9% | Reduced |
| Golden State Equity Partners | 5,666 | $459.2K | 0.13% | −87−1.5% | Reduced |
| Johnson Financial Group, Inc. | 5,685 | $460.8K | 0.03% | −1,318−18.8% | Reduced |
| Waterfront Wealth Inc. | 5,522 | $461.0K | 0.15% | −311−5.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 5,705 | $462.4K | 0.48% | −50,441−89.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,710 | $462.8K | 0.08% | −1,630−22.2% | Reduced |
| Twelve Points Wealth Management LLC | 5,714 | $463.1K | 0.23% | +327+6.1% | Added |
| Forza Wealth Management, LLC | 5,720 | $463.6K | 0.24% | −400−6.5% | Reduced |
| Community Bank of Raymore | 5,732 | $464.6K | 0.22% | +1,120+24.3% | Added |
| Athena Investment Management | 5,739 | $465.1K | 0.33% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,747 | $465.8K | 0.22% | +193+3.5% | Added |
| Corundum Group, Inc. | 5,750 | $466.0K | 0.26% | −874−13.2% | Reduced |
| Nichols & Pratt Advisers LLP | 5,757 | $466.6K | 0.04% | −2,125−27.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,759 | $466.8K | 0.38% | −1,754−23.3% | Reduced |
| Crawford Investment Counsel Inc | 5,761 | $466.9K | 0.01% | −158−2.7% | Reduced |
| Wellington Shields Capital Management, LLC | 5,764 | $467.2K | 0.06% | −192−3.2% | Reduced |
| Personal Cfo Solutions, LLC | 5,768 | $467.5K | 0.09% | −167−2.8% | Reduced |
| Tran Capital Management, L.P. | 5,787 | $469.0K | 0.06% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 5,791 | $469.3K | 0.12% | +705+13.9% | Added |
| Diversified, LLC | 5,802 | $470.3K | 0.12% | −226−3.7% | Reduced |
| SP Asset Management LLC | 5,842 | $473.5K | 0.05% | +1,502+34.6% | Added |
| Fulton Breakefield Broenniman LLC | 5,847 | $473.9K | 0.04% | −1,186−16.9% | Reduced |
| BCJ Capital Management, LLC | 5,856 | $474.6K | 0.04% | +1,592+37.3% | Added |
| Palisade Asset Management, LLC | 5,858 | $474.8K | 0.06% | +1,329+29.3% | Added |
| Westbourne Investment Advisors, Inc. | 5,856 | $475.0K | 0.22% | −587−9.1% | Reduced |
| Pacific Center for Financial Services | 5,868 | $475.6K | 0.16% | +1,813+44.7% | Added |
| Greenfield Savings Bank | 5,876 | $476.3K | 0.30% | −777−11.7% | Reduced |
| Acorn Financial Advisory Services Inc | 5,872 | $476.3K | 0.09% | +77+1.3% | Added |
| Grant/GrossMendelsohn, LLC | 5,878 | $476.4K | 0.21% | −25−0.4% | Reduced |
| Morton Capital Management LLC | 5,884 | $476.9K | 0.17% | +349+6.3% | Added |
| Blue Edge Capital, LLC | 5,884 | $476.9K | 0.10% | 00.0% | Unchanged |
| Westwood Wealth Management | 5,890 | $477.4K | 0.37% | −1,600−21.4% | Reduced |
| Drive Wealth Management, LLC | 5,897 | $478.0K | 0.17% | −66−1.1% | Reduced |
| Elevated Capital Advisors, LLC | 5,922 | $480.0K | 0.16% | +1,480+33.3% | Added |
| Seneca Financial Advisors LLC | 5,924 | $480.1K | 0.33% | +2,685+82.9% | Added |
| Flynn Zito Capital Management, LLC | 5,944 | $481.8K | 0.34% | +5+0.1% | Added |
| Strategic Financial Services, Inc, | 5,948 | $482.0K | 0.04% | −5,104−46.2% | Reduced |
| Kapstone Financial Advisors LLC | 5,955 | $482.7K | 0.43% | −277−4.4% | Reduced |
| First Pacific Financial | 5,957 | $482.8K | 0.22% | −223−3.6% | Reduced |
| Altus Wealth Group LLC | 5,958 | $482.9K | 0.31% | +67+1.1% | Added |
| Whitener Capital Management, Inc. | 5,969 | $483.8K | 0.19% | −366−5.8% | Reduced |
| Plancorp, LLC | 5,970 | $483.9K | 0.03% | +637+11.9% | Added |
| Baystate Wealth Management LLC | 5,975 | $484.3K | 0.04% | −100−1.6% | Reduced |
| Mason & Associates Inc | 5,982 | $484.9K | 0.16% | −100−1.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5,984 | $485.0K | 0.29% | −600−9.1% | Reduced |
| Harvey Investment Co LLC | 5,988 | $485.0K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,988 | $485.3K | 0.04% | +761+14.6% | Added |
| Huber Capital Management LLC | 6,000 | $486.3K | 0.11% | −2,100−25.9% | Reduced |
| Regents of the University of California | 6,000 | $486.3K | 0.06% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 6,016 | $487.6K | 0.30% | +151+2.6% | Added |
| Grandview Asset Management LLC | 6,016 | $488.0K | 0.28% | +6,016 | New |
| Truepoint, Inc. | 6,039 | $489.5K | 0.02% | +3,434+131.8% | Added |
| Keeley-Teton Advisors, LLC | 6,039 | $489.5K | 0.07% | 00.0% | Unchanged |
| WP Advisors, LLC | 6,058 | $491.0K | 0.20% | +250+4.3% | Added |
| Apella Capital, LLC | 6,064 | $491.5K | 0.03% | −89−1.4% | Reduced |
| Intrua Financial, LLC | 6,074 | $492.3K | 0.09% | +317+5.5% | Added |
| KG&L Capital Management,LLC | 6,073 | $492.4K | 0.24% | −505−7.7% | Reduced |
| Summit Financial Strategies, Inc. | 6,089 | $493.5K | 0.09% | −463−7.1% | Reduced |
| Detalus Advisors, LLC | 6,102 | $494.5K | 0.23% | −355−5.5% | Reduced |
| Mainstay Capital Management LLC | 6,114 | $495.5K | 0.10% | −1,360−18.2% | Reduced |
| Cornerstone Wealth Group, LLC | 6,117 | $495.8K | 0.09% | +568+10.2% | Added |
| Mathes Company, Inc. | 6,115 | $496.0K | 0.23% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 6,130 | $496.8K | 0.49% | −2,016−24.7% | Reduced |
| Wilkins Investment Counsel Inc | 6,132 | $497.0K | 0.13% | +332+5.7% | Added |
| Nebula Research & Development LLC | 6,151 | $498.5K | 0.26% | +6,151 | New |
| Spinnaker Trust | 6,166 | $499.8K | 0.04% | −61−1.0% | Reduced |
| Lifeworks Advisors, LLC | 6,166 | $499.8K | 0.20% | −33−0.5% | Reduced |
| Opal Wealth Advisors, LLC | 6,171 | $500.2K | 0.29% | +2,559+70.8% | Added |
| Virtue Capital Management, LLC | 5,574 | $500.5K | 0.09% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 6,154 | $502.6K | 0.18% | −10.0% | Reduced |
| Mechanics Bank Trust Department | 6,215 | $503.7K | 0.08% | −4,769−43.4% | Reduced |
| Sabal Trust CO | 6,231 | $505.0K | 0.03% | −199−3.1% | Reduced |
| AlphaCore Capital LLC | 6,245 | $506.2K | 0.08% | +720+13.0% | Added |
| Bray Capital Advisors | 6,258 | $507.2K | 0.15% | −150−2.3% | Reduced |
| Kampmann Melissa S. | 6,265 | $507.8K | 0.49% | +6,265 | New |
| Investment House LLC | 6,275 | $508.6K | 0.04% | −70,998−91.9% | Reduced |
| Barton Investment Management | 6,289 | $509.7K | 0.08% | −265−4.0% | Reduced |
| Patten Group, Inc. | 6,319 | $512.2K | 0.15% | −624−9.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,333 | $513.3K | 0.05% | −667−9.5% | Reduced |
| Legacy Bridge, LLC | 6,346 | $514.3K | 0.37% | −250−3.8% | Reduced |
| Fidelis Capital Partners, LLC | 6,344 | $515.9K | 0.18% | −755−10.6% | Reduced |
| Vident Advisory, LLC | 6,368 | $516.1K | 0.02% | +6,368 | New |
| Community Trust & Investment Co | 6,368 | $516.1K | 0.04% | −165,845−96.3% | Reduced |
| Twin Lakes Capital Management, LLC | 6,395 | $518.3K | 0.38% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 6,397 | $518.5K | 0.00% | −1,222−16.0% | Reduced |
| Berkeley Capital Partners, LLC | 6,417 | $520.1K | 0.19% | +82+1.3% | Added |
| Ameliora Wealth Management Ltd. | 6,425 | $520.7K | 0.31% | +108+1.7% | Added |
| Landaas & Co | 6,455 | $523.0K | 0.23% | −768−10.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,465 | $524.0K | 0.06% | −257−3.8% | Reduced |
| Hunter Associates Investment Management LLC | 6,483 | $525.0K | 0.11% | −34,207−84.1% | Reduced |