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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 26,170 | $2.12M | 0.34% | +2,381+10.0% | Added |
| Consolidated Capital Management, LLC | 26,134 | $2.12M | 1.12% | −561−2.1% | Reduced |
| Cladis Investment Advisory, LLC | 26,129 | $2.12M | 1.85% | +1,950+8.1% | Added |
| Geneos Wealth Management Inc. | 26,020 | $2.11M | 0.11% | +1,857+7.7% | Added |
| Mission Creek Capital Partners, Inc. | 26,017 | $2.11M | 0.71% | −770−2.9% | Reduced |
| Northstar Asset Management LLC | 26,013 | $2.11M | 0.61% | +72+0.3% | Added |
| NBC Securities, Inc. | 25,907 | $2.10M | 0.23% | +25,907 | New |
| Community Bank, N.A. | 25,767 | $2.09M | 0.29% | −1,212−4.5% | Reduced |
| Transcend Wealth Collective, LLC | 25,704 | $2.08M | 0.20% | +584+2.3% | Added |
| Cito Capital Group, LLC | 25,690 | $2.08M | 1.01% | +1,900+8.0% | Added |
| Portside Wealth Group, LLC | 25,487 | $2.06M | 0.39% | +1,814+7.7% | Added |
| Beach Investment Counsel Inc | 25,448 | $2.06M | 0.26% | +1,331+5.5% | Added |
| Congress Park Capital LLC | 25,420 | $2.06M | 1.19% | +5,417+27.1% | Added |
| Legacy Wealth Management, LLC | 25,269 | $2.05M | 1.06% | −602−2.3% | Reduced |
| Citadel Investment Advisory, Inc. | 25,215 | $2.04M | 1.34% | 00.0% | Unchanged |
| Berkshire Bank | 25,144 | $2.04M | 0.59% | −401−1.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 24,950 | $2.04M | 0.97% | +520+2.1% | Added |
| Proequities, Inc. | 25,137 | $2.04M | 0.16% | +4,543+22.1% | Added |
| WBH Advisory Inc | 25,081 | $2.03M | 0.25% | −1,380−5.2% | Reduced |
| Longfellow Investment Management Co LLC | 25,080 | $2.03M | 0.54% | 00.0% | Unchanged |
| Benin Management CORP | 25,074 | $2.03M | 0.75% | +350+1.4% | Added |
| Shellback Capital, LP | 25,000 | $2.03M | 0.20% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 24,990 | $2.03M | 0.56% | −336−1.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 24,941 | $2.02M | 1.57% | −350−1.4% | Reduced |
| Violich Capital Management, Inc. | 24,922 | $2.02M | 0.34% | −6,785−21.4% | Reduced |
| Dillon & Associates Inc | 24,919 | $2.02M | 0.39% | −11,598−31.8% | Reduced |
| Mengis Capital Management, Inc. | 24,897 | $2.02M | 0.42% | −401−1.6% | Reduced |
| Addison Capital Co | 24,878 | $2.02M | 1.57% | −299−1.2% | Reduced |
| Beaton Management Co. Inc. | 24,794 | $2.01M | 1.31% | +758+3.2% | Added |
| Plimoth Trust Co LLC | 24,798 | $2.01M | 0.63% | +1,977+8.7% | Added |
| Webster Bank, N. A. | 24,753 | $2.01M | 0.27% | −2,844−10.3% | Reduced |
| Fruth Investment Management | 24,752 | $2.01M | 0.59% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 24,738 | $2.01M | 0.05% | +6,995+39.4% | Added |
| Highlander Capital Management, LLC | 24,713 | $2.00M | 0.79% | +4,301+21.1% | Added |
| Robertson Stephens Wealth Management, LLC | 24,704 | $2.00M | 0.14% | −2,225−8.3% | Reduced |
| NEOS Investment Management LLC | 24,681 | $2.00M | 0.26% | +24,681 | New |
| Petredis Investment Advisors LLC | 24,588 | $1.99M | 0.28% | +1,786+7.8% | Added |
| Herbst Group, LLC | 24,497 | $1.99M | 1.42% | +1,500+6.5% | Added |
| Investment Research & Advisory Group, Inc. | 24,366 | $1.97M | 1.13% | +24,365+2,436,500.0% | Added |
| Verus Capital Partners, LLC | 24,320 | $1.97M | 0.27% | +1,525+6.7% | Added |
| Windsor Advisory Group, LLC | 24,318 | $1.97M | 4.69% | −340−1.4% | Reduced |
| Bill Few Associates, Inc. | 24,318 | $1.97M | 1.03% | +535+2.2% | Added |
| Centiva Capital, LP | 24,277 | $1.97M | 0.10% | +22,050+990.1% | Added |
| Consolidated Investment Group LLC | 24,202 | $1.96M | 0.38% | 00.0% | Unchanged |
| Knuff & Co LLC | 24,192 | $1.96M | 0.78% | +1,453+6.4% | Added |
| Wealthspire Advisors, LLC | 24,101 | $1.95M | 0.03% | +2,255+10.3% | Added |
| AMG National Trust Bank | 24,069 | $1.95M | 0.07% | −2,171−8.3% | Reduced |
| Vinva Investment Management Ltd | 24,272 | $1.94M | 0.19% | −6,239−20.4% | Reduced |
| CoreCap Advisors, LLC | 23,978 | $1.94M | 0.14% | −429−1.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 23,975 | $1.94M | 1.23% | +1,762+7.9% | Added |
| Financial Advocates Investment Management | 23,885 | $1.94M | 0.14% | −1,842−7.2% | Reduced |
| First Horizon Advisors, Inc. | 23,878 | $1.94M | 0.07% | −1,729−6.8% | Reduced |
| Legacy Trust | 23,848 | $1.93M | 0.56% | +501+2.1% | Added |
| Notis-McConarty Edward | 23,806 | $1.93M | 0.79% | −8,594−26.5% | Reduced |
| Thompson Investment Management, Inc. | 23,761 | $1.93M | 0.34% | +9,284+64.1% | Added |
| Ledge Wealth Management, Inc. | 23,745 | $1.92M | 0.86% | +4,388+22.7% | Added |
| Montag A & Associates Inc | 23,625 | $1.91M | 0.12% | −4,870−17.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 23,610 | $1.91M | 0.10% | +11,682+97.9% | Added |
| Westhampton Capital, LLC | 23,594 | $1.91M | 1.23% | −100−0.4% | Reduced |
| Principle Wealth Partners LLC | 23,483 | $1.90M | 0.19% | −484−2.0% | Reduced |
| Searle & Co. | 23,463 | $1.90M | 0.65% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 23,343 | $1.89M | 0.04% | +2,217+10.5% | Added |
| Smith, Moore & Co. | 23,289 | $1.89M | 0.25% | −3,227−12.2% | Reduced |
| Westpac Banking Corp | 23,253 | $1.88M | 0.14% | −30,915−57.1% | Reduced |
| Shayne & Co., LLC | 23,215 | $1.88M | 0.63% | +23,215 | New |
| Iowa State Bank | 23,116 | $1.87M | 0.49% | −607−2.6% | Reduced |
| Studio Investment Management LLC | 23,087 | $1.87M | 0.52% | +4,061+21.3% | Added |
| Iat Reinsurance Co Ltd. | 23,070 | $1.87M | 0.37% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 23,036 | $1.87M | 0.11% | −905−3.8% | Reduced |
| CWA Asset Management Group, LLC | 22,985 | $1.86M | 0.14% | +897+4.1% | Added |
| Altfest L J & Co Inc | 22,950 | $1.86M | 0.29% | +2,852+14.2% | Added |
| JCIC Asset Management Inc. | 22,931 | $1.86M | 0.94% | −700−3.0% | Reduced |
| Belpointe Asset Management LLC | 22,905 | $1.86M | 0.19% | +5,540+31.9% | Added |
| AFS Financial Group, LLC | 22,894 | $1.86M | 1.27% | +105+0.5% | Added |
| Harbor Advisory Corp | 22,805 | $1.85M | 0.67% | −105−0.5% | Reduced |
| Monarch Capital Management Inc | 22,756 | $1.84M | 0.59% | +50+0.2% | Added |
| Ameritas Investment Partners, Inc. | 22,709 | $1.84M | 0.07% | −626−2.7% | Reduced |
| LMG Wealth Partners, LLC | 22,682 | $1.84M | 0.56% | +7,553+49.9% | Added |
| Old Second National Bank of Aurora | 22,678 | $1.84M | 0.56% | −71−0.3% | Reduced |
| Sanders Morris Harris LLC | 22,633 | $1.84M | 0.38% | +4,395+24.1% | Added |
| Acadian Asset Management LLC | 22,595 | $1.83M | 0.01% | +2,698+13.6% | Added |
| Curbstone Financial Management Corp | 22,410 | $1.82M | 0.45% | −2,300−9.3% | Reduced |
| Cornerstone Wealth Management, LLC | 22,380 | $1.81M | 0.17% | −4,151−15.6% | Reduced |
| Harbour Investments, Inc. | 22,362 | $1.81M | 0.09% | +1,255+5.9% | Added |
| Douglass Winthrop Advisors, LLC | 22,280 | $1.81M | 0.04% | +778+3.6% | Added |
| TBH Global Asset Management, LLC | 22,204 | $1.80M | 0.35% | +288+1.3% | Added |
| Legato Capital Management LLC | 21,945 | $1.78M | 0.26% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 19,919 | $1.78M | 0.41% | −654−3.2% | Reduced |
| Riverpark Capital Management LLC | 21,879 | $1.77M | 3.21% | +27+0.1% | Added |
| Coldstream Capital Management Inc | 21,873 | $1.77M | 0.06% | −2,010−8.4% | Reduced |
| Frisch Financial Group, Inc. | 21,853 | $1.77M | 0.72% | −1,851−7.8% | Reduced |
| Resonant Capital Advisors, LLC | 21,803 | $1.77M | 0.19% | +18,241+512.1% | Added |
| Three Bridge Wealth Advisors, LLC | 21,769 | $1.76M | 0.73% | +3,564+19.6% | Added |
| Verition Fund Management LLC | 21,732 | $1.76M | 0.02% | −43,586−66.7% | Reduced |
| Chiron Capital Management, LLC | 21,725 | $1.76M | 1.51% | +5,375+32.9% | Added |
| Community Bank & Trust, Waco, Texas | 18,615 | $1.76M | 0.62% | +12,777+218.9% | Added |
| Greenline Partners, LLC | 21,662 | $1.76M | 0.33% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 21,609 | $1.75M | 0.43% | +459+2.2% | Added |
| Hendershot Investments Inc. | 21,542 | $1.75M | 0.29% | 00.0% | Unchanged |
| Asio Capital, LLC | 21,462 | $1.74M | 0.46% | −6,811−24.1% | Reduced |