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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 31,932 | $2.59M | 0.29% | +317+1.0% | Added |
| Diversified Investment Strategies, LLC | 31,876 | $2.58M | 1.96% | +772+2.5% | Added |
| Brown Miller Wealth Management, LLC | 31,875 | $2.58M | 1.44% | +5,307+20.0% | Added |
| Sterneck Capital Management, LLC | 31,875 | $2.58M | 1.73% | −324−1.0% | Reduced |
| Apollon Wealth Management, LLC | 31,866 | $2.58M | 0.13% | −3,896−10.9% | Reduced |
| Miracle Mile Advisors, LLC | 31,847 | $2.58M | 0.08% | −191−0.6% | Reduced |
| MainStreet Investment Advisors LLC | 31,813 | $2.58M | 0.30% | −1,739−5.2% | Reduced |
| Bramshill Investments, LLC | 31,538 | $2.56M | 0.30% | +10,500+49.9% | Added |
| Kavar Capital Partners Group, LLC | 31,531 | $2.56M | 0.55% | −1,043−3.2% | Reduced |
| Heritage Trust Co | 31,442 | $2.55M | 0.40% | −597−1.9% | Reduced |
| Gladstone Institutional Advisory LLC | 31,336 | $2.54M | 0.16% | +2,200+7.6% | Added |
| NVWM, LLC | 31,246 | $2.53M | 0.83% | +2,447+8.5% | Added |
| Veriti Management LLC | 31,180 | $2.53M | 0.29% | −254−0.8% | Reduced |
| Private Wealth Partners, LLC | 30,953 | $2.51M | 0.24% | −72,726−70.1% | Reduced |
| Radnor Capital Management, LLC | 30,916 | $2.51M | 0.50% | +30,916 | New |
| Patton Albertson Miller Group, LLC | 30,860 | $2.50M | 0.49% | +120.0% | Added |
| Diversified Trust Co | 30,825 | $2.50M | 0.09% | +4,194+15.7% | Added |
| Forum Financial Management, LP | 30,749 | $2.49M | 0.06% | +611+2.0% | Added |
| Lynch & Associates | 30,711 | $2.49M | 0.66% | −4,220−12.1% | Reduced |
| Guardian Capital Advisors LP | 29,175 | $2.48M | 0.28% | −465−1.6% | Reduced |
| Culbertson A N & Co Inc | 30,508 | $2.47M | 0.50% | −232−0.8% | Reduced |
| Northstar Group, Inc. | 30,478 | $2.47M | 0.59% | +160+0.5% | Added |
| Ascent Group, LLC | 27,316 | $2.47M | 0.27% | −504−1.8% | Reduced |
| Amica Mutual Insurance Co | 30,387 | $2.46M | 0.29% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 30,379 | $2.46M | 0.20% | +27,447+936.1% | Added |
| Autumn Glory Partners, LLC | 876 | $2.46M | 1.50% | −26,571−96.8% | Reduced |
| Freestone Capital Holdings, LLC | 30,365 | $2.46M | 0.13% | −12,763−29.6% | Reduced |
| Stonebridge Capital Management Inc | 30,373 | $2.46M | 1.34% | −2,067−6.4% | Reduced |
| Colonial Trust Co | 30,271 | $2.45M | 0.61% | −899−2.9% | Reduced |
| SG Americas Securities, LLC | 30,188 | $2.45M | 0.03% | −52,184−63.4% | Reduced |
| MUFG Securities EMEA plc | 30,101 | $2.44M | 0.26% | −8,031−21.1% | Reduced |
| Pegasus Asset Management, Inc. | 30,087 | $2.44M | 1.13% | +783+2.7% | Added |
| Walter & Keenan Financial Consulting Co | 30,053 | $2.44M | 0.95% | −2,721−8.3% | Reduced |
| Canal Insurance CO | 30,000 | $2.43M | 0.70% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $2.43M | 2.26% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 30,000 | $2.43M | 0.33% | +30,000 | New |
| Hedeker Wealth, LLC | 29,851 | $2.42M | 0.84% | −4,318−12.6% | Reduced |
| Family Management Corp | 29,835 | $2.42M | 0.56% | −255−0.8% | Reduced |
| Field & Main Bank | 29,817 | $2.42M | 1.13% | +11,372+61.7% | Added |
| Abbrea Capital, LLC | 29,650 | $2.40M | 0.38% | −1,728−5.5% | Reduced |
| AustralianSuper Pty Ltd | 29,646 | $2.40M | 0.02% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 29,633 | $2.40M | 1.71% | +51+0.2% | Added |
| IMC-Chicago, LLC | 29,603 | $2.40M | 0.15% | +29,603 | New |
| Jefferies Financial Group Inc. | 29,593 | $2.40M | 0.06% | −15,203−33.9% | Reduced |
| Northwest Investment Counselors, LLC | 29,593 | $2.40M | 0.67% | +1,726+6.2% | Added |
| Resources Investment Advisors, LLC. | 29,455 | $2.39M | 0.05% | −1,751−5.6% | Reduced |
| Wealthcare Advisory Partners LLC | 29,362 | $2.38M | 0.11% | −3,332−10.2% | Reduced |
| Condor Capital Management | 29,104 | $2.36M | 0.29% | +2,208+8.2% | Added |
| Ameritas Advisory Services, LLC | 28,213 | $2.34M | 0.12% | +11,293+66.7% | Added |
| Horizon Investments, LLC | 28,878 | $2.34M | 0.07% | +677+2.4% | Added |
| RiverPark Advisors, LLC | 28,759 | $2.33M | 2.10% | −1,765−5.8% | Reduced |
| Hills Bank & Trust Co | 28,697 | $2.33M | 0.27% | −798−2.7% | Reduced |
| Itau Unibanco Holding S.A. | 28,657 | $2.32M | 0.10% | +24,938+670.6% | Added |
| Atlantic Union Bankshares Corp | 28,646 | $2.32M | 0.24% | −7,113−19.9% | Reduced |
| Pitcairn Co | 28,632 | $2.32M | 0.19% | +4,595+19.1% | Added |
| New Hampshire Trust | 28,629 | $2.32M | 0.63% | +106+0.4% | Added |
| Lynch Asset Management, Inc. | 28,575 | $2.32M | 1.52% | +1,700+6.3% | Added |
| Concentric Wealth Management, LLC | 28,481 | $2.31M | 0.76% | +456+1.6% | Added |
| Capital Asset Advisory Services LLC | 26,781 | $2.27M | 0.16% | +3,426+14.7% | Added |
| Bridgewater Advisors Inc. | 27,835 | $2.26M | 0.36% | +54+0.2% | Added |
| Flagship Harbor Advisors, LLC | 27,828 | $2.26M | 0.19% | −1,877−6.3% | Reduced |
| Cambridge Trust Co | 27,771 | $2.25M | 0.10% | −2,586−8.5% | Reduced |
| Boothbay Fund Management, LLC | 27,717 | $2.25M | 0.08% | +21,709+361.3% | Added |
| Penobscot Investment Management Company, Inc. | 27,683 | $2.24M | 0.30% | +9,060+48.6% | Added |
| Aviance Capital Partners, LLC | 27,581 | $2.24M | 0.50% | −804−2.8% | Reduced |
| Laurel Wealth Advisors LLC | 27,489 | $2.23M | 0.48% | −2,305−7.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 27,471 | $2.23M | 0.36% | −2,105−7.1% | Reduced |
| Graypoint LLC | 27,469 | $2.23M | 0.21% | −4,981−15.3% | Reduced |
| Western Wealth Management, LLC | 27,429 | $2.22M | 0.19% | −756−2.7% | Reduced |
| Baker Ellis Asset Management LLC | 27,410 | $2.22M | 0.40% | −5,598−17.0% | Reduced |
| Cantor Fitzgerald, L. P. | 27,396 | $2.22M | 0.06% | −560−2.0% | Reduced |
| Patten & Patten Inc | 27,376 | $2.22M | 0.19% | −4,750−14.8% | Reduced |
| JSF Financial, LLC | 27,304 | $2.21M | 0.86% | +2,191+8.7% | Added |
| First Citizens Bank & Trust Co | 27,254 | $2.21M | 0.04% | +1,351+5.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 27,247 | $2.21M | 0.21% | 00.0% | Unchanged |
| Essex LLC | 27,235 | $2.21M | 0.62% | −169−0.6% | Reduced |
| Paradigm Financial Partners, LLC | 27,613 | $2.20M | 0.61% | +3,685+15.4% | Added |
| Vickerman Investment Advisors, Inc. | 27,087 | $2.20M | 0.90% | −410−1.5% | Reduced |
| Madison Wealth Management | 27,010 | $2.19M | 0.46% | −29,358−52.1% | Reduced |
| EULAV Asset Management | 27,000 | $2.19M | 0.08% | −47,000−63.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 26,993 | $2.19M | 0.18% | −1,450−5.1% | Reduced |
| Parsons Capital Management Inc | 26,924 | $2.18M | 0.17% | −3,213−10.7% | Reduced |
| Virtu Financial LLC | 26,887 | $2.18M | 0.22% | −59,326−68.8% | Reduced |
| Marex Group plc | 26,870 | $2.18M | 0.31% | +30.0% | Added |
| Joel Isaacson & Co., LLC | 26,786 | $2.17M | 0.15% | +1,206+4.7% | Added |
| Ingalls & Snyder LLC | 26,751 | $2.17M | 0.10% | −14,656−35.4% | Reduced |
| Bull Street Advisors, LLC | 26,755 | $2.17M | 1.15% | +288+1.1% | Added |
| Brighton Jones LLC | 26,689 | $2.16M | 0.11% | −583−2.1% | Reduced |
| C2C Wealth Management, LLC | 26,559 | $2.16M | 0.31% | +4,139+18.5% | Added |
| Pettee Investors, Inc. | 26,613 | $2.16M | 1.03% | −165−0.6% | Reduced |
| Xcel Wealth Management, LLC | 26,601 | $2.16M | 0.85% | −4,069−13.3% | Reduced |
| SOL Capital Management CO | 26,585 | $2.15M | 0.33% | −380−1.4% | Reduced |
| Desjardins Global Asset Management Inc. | 26,561 | $2.15M | 0.23% | −5,399−16.9% | Reduced |
| M. Kraus & Co | 26,546 | $2.15M | 0.76% | −2,660−9.1% | Reduced |
| Horizon Wealth Management, LLC | 26,506 | $2.15M | 0.86% | +16+0.1% | Added |
| Birch Hill Investment Advisors LLC | 26,475 | $2.15M | 0.13% | +636+2.5% | Added |
| Allen Capital Group, LLC | 26,271 | $2.15M | 0.40% | +116+0.4% | Added |
| Account Management LLC | 26,458 | $2.14M | 2.97% | −4,520−14.6% | Reduced |
| Alliance Wealth Advisors, LLC | 26,293 | $2.13M | 1.55% | −131−0.5% | Reduced |
| Sumitomo Life Insurance Co | 26,216 | $2.12M | 0.06% | −352−1.3% | Reduced |