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 |
|---|---|---|---|---|---|
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.14M | 0.48% | 00.0% | Unchanged |
| Allworth Financial LP | 38,495 | $3.12M | 0.03% | −1,015−2.6% | Reduced |
| Resources Management Corp | 38,501 | $3.12M | 0.51% | −1,967−4.9% | Reduced |
| Jeppson Wealth Management, LLC | 38,444 | $3.12M | 1.43% | +1,744+4.8% | Added |
| Centaurus Financial, Inc. | 38,392 | $3.11M | 0.27% | +2,317+6.4% | Added |
| Bristlecone Advisors, LLC | 38,298 | $3.10M | 0.35% | +3,200+9.1% | Added |
| Krilogy Financial LLC | 38,270 | $3.10M | 0.28% | +5,625+17.2% | Added |
| RNC Capital Management LLC | 38,247 | $3.10M | 0.19% | −2,137−5.3% | Reduced |
| NFJ Investment Group, LLC | 38,205 | $3.10M | 0.09% | −6,503−14.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 38,185 | $3.10M | 0.50% | +38,185 | New |
| Key Financial Inc | 38,185 | $3.09M | 1.04% | −4,851−11.3% | Reduced |
| Lafayette Investments, Inc. | 38,163 | $3.09M | 0.84% | −14,189−27.1% | Reduced |
| WCG Wealth Advisors LLC | 37,324 | $3.09M | 0.23% | +9,047+32.0% | Added |
| Diligent Investors, LLC | 38,079 | $3.09M | 0.94% | +735+2.0% | Added |
| Nilsine Partners, LLC | 37,908 | $3.07M | 0.46% | +1,725+4.8% | Added |
| Costello Asset Management, INC | 37,863 | $3.07M | 2.82% | −7,050−15.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 37,785 | $3.06M | 0.63% | +37,785 | New |
| We Are One Seven, LLC | 37,756 | $3.06M | 0.24% | +309+0.8% | Added |
| Connable Office Inc | 37,695 | $3.06M | 0.42% | −1,440−3.7% | Reduced |
| Asset Management Group, Inc. | 37,682 | $3.05M | 0.67% | +1,868+5.2% | Added |
| SlateStone Wealth, LLC | 37,610 | $3.05M | 0.44% | +5,777+18.1% | Added |
| International Assets Investment Management, LLC | 38,146 | $3.05M | 0.42% | +2,463+6.9% | Added |
| Reynders McVeigh Capital Management, LLC | 37,470 | $3.04M | 0.21% | −128,674−77.4% | Reduced |
| WSFS Capital Management, LLC | 37,332 | $3.03M | 0.20% | +8,554+29.7% | Added |
| Granite Bay Wealth Management, LLC | 35,346 | $3.02M | 0.03% | +35,346 | New |
| Arkadios Wealth Advisors | 37,218 | $3.02M | 0.29% | +1,779+5.0% | Added |
| J.W. Cole Advisors, Inc. | 37,208 | $3.02M | 0.22% | +3,996+12.0% | Added |
| YHB Investment Advisors, Inc. | 37,107 | $3.01M | 0.28% | −8,521−18.7% | Reduced |
| Dorchester Wealth Management Co | 37,021 | $3.00M | 0.61% | +9,076+32.5% | Added |
| Roberts Wealth Advisors, LLC | 34,865 | $2.99M | 1.31% | +2,252+6.9% | Added |
| Red Door Wealth Management, LLC | 36,679 | $2.97M | 0.74% | +1,219+3.4% | Added |
| Allen Investment Management LLC | 36,634 | $2.97M | 0.04% | 00.0% | Unchanged |
| William Allan, LLC | 36,592 | $2.97M | 2.35% | +3,383+10.2% | Added |
| Lincluden Management Ltd | 36,594 | $2.96M | 0.36% | −129−0.4% | Reduced |
| First National Trust Co | 36,504 | $2.96M | 0.14% | −11,637−24.2% | Reduced |
| IFP Advisors, Inc | 36,456 | $2.95M | 0.13% | +618+1.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 36,372 | $2.95M | 1.02% | +6,091+20.1% | Added |
| Greenleaf Trust | 36,308 | $2.94M | 0.03% | +2,109+6.2% | Added |
| Ravenstone Capital Management Inc. | 36,175 | $2.93M | 2.43% | +2,675+8.0% | Added |
| HM Payson & Co | 35,968 | $2.92M | 0.07% | −3,340−8.5% | Reduced |
| Cullinan Associates Inc | 35,951 | $2.91M | 0.17% | −300−0.8% | Reduced |
| Neville Rodie & Shaw Inc | 35,950 | $2.91M | 0.26% | −27,935−43.7% | Reduced |
| Stoneridge Investment Partners LLC | 35,873 | $2.91M | 1.37% | −1,739−4.6% | Reduced |
| Somerville Kurt F | 35,833 | $2.90M | 0.58% | −14,703−29.1% | Reduced |
| K.J. Harrison & Partners Inc | 35,821 | $2.90M | 0.66% | +4,000+12.6% | Added |
| Roanoke Asset Management Corp | 35,803 | $2.90M | 1.19% | +515+1.5% | Added |
| Hanson & Doremus Investment Management | 35,721 | $2.90M | 0.60% | +6,184+20.9% | Added |
| Focused Wealth Management, Inc | 35,651 | $2.89M | 0.51% | +4,894+15.9% | Added |
| Whalerock Point Partners, LLC | 35,451 | $2.87M | 1.00% | −121−0.3% | Reduced |
| Check Capital Management Inc | 35,439 | $2.87M | 0.24% | −1,030−2.8% | Reduced |
| Telemus Capital, LLC | 35,309 | $2.86M | 0.26% | −3,962−10.1% | Reduced |
| American Trust | 35,278 | $2.86M | 0.22% | +2,097+6.3% | Added |
| Ami Investment Management Inc | 35,030 | $2.84M | 1.28% | −896−2.5% | Reduced |
| Bender Robert & Associates | 34,766 | $2.82M | 0.82% | +1,113+3.3% | Added |
| Steel Peak Wealth Management LLC | 34,670 | $2.81M | 0.18% | −32,931−48.7% | Reduced |
| Sequoia Financial Advisors, LLC | 34,569 | $2.80M | 0.05% | −1,751−4.8% | Reduced |
| RB Capital Management, LLC | 34,459 | $2.79M | 0.90% | −274−0.8% | Reduced |
| World Equity Group, Inc. | 34,376 | $2.79M | 0.58% | +20,258+143.5% | Added |
| Richelieu Gestion PLC | 34,334 | $2.78M | 2.59% | +34,334 | New |
| German American Bancorp, Inc. | 34,283 | $2.78M | 0.40% | +1,991+6.2% | Added |
| Perkins Coie Trust Co | 34,275 | $2.78M | 0.78% | +20+0.1% | Added |
| Roundview Capital LLC | 34,271 | $2.78M | 0.28% | −2,316−6.3% | Reduced |
| Gardner Lewis Asset Management L P | 34,258 | $2.78M | 1.01% | +960+2.9% | Added |
| Thematics Asset Management | 34,195 | $2.77M | 0.14% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 34,176 | $2.77M | 0.45% | −84−0.2% | Reduced |
| Terry L. Blaker | 34,152 | $2.77M | 0.25% | −3,658−9.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 34,092 | $2.76M | 0.46% | −25,960−43.2% | Reduced |
| RSM US Wealth Management LLC | 34,090 | $2.76M | 0.10% | +7,128+26.4% | Added |
| HBK Sorce Advisory LLC | 34,058 | $2.76M | 0.12% | +1,774+5.5% | Added |
| FAI Wealth Management | 33,996 | $2.76M | 4.23% | −22,347−39.7% | Reduced |
| Asset Advisors Investment Management, LLC | 33,930 | $2.75M | 0.37% | −3,244−8.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 33,926 | $2.75M | 0.21% | −4,728−12.2% | Reduced |
| Epoch Investment Partners, Inc. | 33,883 | $2.75M | 0.02% | −688−2.0% | Reduced |
| Granite Investment Partners, LLC | 33,822 | $2.74M | 0.11% | −12,126−26.4% | Reduced |
| SageView Advisory Group, LLC | 33,750 | $2.74M | 0.16% | +6,960+26.0% | Added |
| Kirr Marbach & Co LLC | 33,749 | $2.74M | 0.78% | +40+0.1% | Added |
| Permanens Capital L.P. | 33,730 | $2.73M | 0.47% | +1,600+5.0% | Added |
| Rossmore Private Capital | 33,212 | $2.70M | 0.41% | −2,358−6.6% | Reduced |
| Regatta Capital Group, LLC | 33,261 | $2.70M | 0.86% | +2,298+7.4% | Added |
| Wellington Shields & Co., LLC | 33,225 | $2.69M | 0.67% | +3,700+12.5% | Added |
| Mill Creek Capital Advisors, LLC | 33,192 | $2.69M | 0.09% | −106−0.3% | Reduced |
| Keene & Associates, Inc. | 33,094 | $2.68M | 2.15% | +1,445+4.6% | Added |
| Asset Dedication, LLC | 33,010 | $2.68M | 0.23% | −891−2.6% | Reduced |
| White Pine Investment CO | 32,946 | $2.67M | 0.94% | −1,225−3.6% | Reduced |
| Texas Yale Capital Corp. | 32,903 | $2.67M | 0.12% | −3,995−10.8% | Reduced |
| Cypress Capital Group | 32,852 | $2.66M | 0.38% | +16,617+102.4% | Added |
| SevenBridge Financial Group, LLC | 32,792 | $2.66M | 0.69% | +4,796+17.1% | Added |
| Boyar Asset Management Inc. | 32,776 | $2.66M | 2.09% | −1,746−5.1% | Reduced |
| Mendel Money Management | 32,471 | $2.63M | 1.41% | +1,619+5.2% | Added |
| St Germain D J Co Inc | 32,397 | $2.63M | 0.15% | −2,058−6.0% | Reduced |
| Cullen Capital Management LLC | 32,373 | $2.62M | 0.03% | −3,451−9.6% | Reduced |
| Arlington Financial Advisors, LLC | 32,357 | $2.62M | 0.93% | +609+1.9% | Added |
| Cornercap Investment Counsel Inc | 32,356 | $2.62M | 0.48% | +695+2.2% | Added |
| David R. Rahn & Associates Inc. | 32,349 | $2.62M | 1.34% | +32,349 | New |
| Sheaff Brock Investment Advisors, LLC | 32,179 | $2.61M | 0.26% | +432+1.4% | Added |
| Jag Capital Management, LLC | 32,119 | $2.60M | 0.31% | +1,211+3.9% | Added |
| Girard Partners Ltd. | 32,042 | $2.60M | 0.29% | −35,948−52.9% | Reduced |
| Graybill Bartz & Assoc Ltd | 32,032 | $2.60M | 1.27% | +507+1.6% | Added |
| Mount Yale Investment Advisors, LLC | 32,019 | $2.60M | 0.28% | +186+0.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 31,957 | $2.59M | 0.76% | −4,297−11.9% | Reduced |