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 |
|---|---|---|---|---|---|
| Chapman Investment Management, LLC | 21,393 | $1.73M | 1.47% | −23,092−51.9% | Reduced |
| Kornitzer Capital Management Inc | 21,349 | $1.73M | 0.04% | +345+1.6% | Added |
| Harbour Investment Management LLC | 21,254 | $1.72M | 0.98% | −137−0.6% | Reduced |
| Cinctive Capital Management LP | 21,224 | $1.72M | 0.09% | +21,224 | New |
| Merit Financial Group, LLC | 21,165 | $1.72M | 0.06% | −3,193−13.1% | Reduced |
| Profund Advisors LLC | 21,160 | $1.72M | 0.09% | +1,462+7.4% | Added |
| Continuum Advisory, LLC | 23,290 | $1.71M | 0.27% | +1,255+5.7% | Added |
| Trust Asset Management LLC | 21,108 | $1.71M | 0.18% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 21,100 | $1.71M | 1.26% | +93+0.4% | Added |
| Jasper Ridge Partners, L.P. | 21,100 | $1.71M | 0.08% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 21,071 | $1.71M | 0.50% | +260+1.2% | Added |
| Alpha Omega Wealth Management LLC | 21,067 | $1.71M | 0.29% | −1,387−6.2% | Reduced |
| Citizens Financial Group Inc | 21,063 | $1.71M | 0.07% | −626−2.9% | Reduced |
| Mission Wealth Management, LP | 21,045 | $1.71M | 0.06% | −2,431−10.4% | Reduced |
| Capital Investment Advisory Services, LLC | 21,016 | $1.70M | 0.17% | +1,811+9.4% | Added |
| Zuckerman Investment Group, LLC | 20,974 | $1.70M | 0.24% | +1,231+6.2% | Added |
| Ritholtz Wealth Management | 20,916 | $1.70M | 0.08% | −2,401−10.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,838 | $1.69M | 0.85% | +1,610+8.4% | Added |
| Keating Investment Counselors Inc | 20,833 | $1.69M | 0.57% | −1,100−5.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 20,825 | $1.69M | 0.59% | −12,321−37.2% | Reduced |
| Guardian Capital LP | 20,771 | $1.68M | 0.06% | −14,125−40.5% | Reduced |
| Cary Street Partners Asset Management LLC | 20,759 | $1.68M | 0.31% | +1,372+7.1% | Added |
| Menlo Advisors LLC | 20,708 | $1.68M | 1.10% | 00.0% | Unchanged |
| Selway Asset Management | 20,677 | $1.68M | 0.77% | +200+1.0% | Added |
| LJI Wealth Management, LLC | 20,649 | $1.67M | 0.48% | +10,841+110.5% | Added |
| Gs Investments, Inc. | 20,614 | $1.67M | 0.95% | −9,452−31.4% | Reduced |
| Diamant Asset Management, Inc. | 20,606 | $1.67M | 1.37% | −35−0.2% | Reduced |
| Rowland & Co Investment Counsel | 20,579 | $1.67M | 0.41% | −467−2.2% | Reduced |
| Rehmann Capital Advisory Group | 20,509 | $1.66M | 0.15% | −3,461−14.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 20,468 | $1.66M | 0.46% | +10,379+102.9% | Added |
| Moody Lynn & Lieberson, LLC | 20,452 | $1.66M | 0.14% | −883−4.1% | Reduced |
| Spirit of America Management Corp | 20,400 | $1.65M | 0.37% | +1,450+7.7% | Added |
| Aspiriant, LLC | 20,343 | $1.65M | 0.08% | −163−0.8% | Reduced |
| Triangle Securities Wealth Management | 20,334 | $1.65M | 0.59% | −761−3.6% | Reduced |
| MV Capital Management, Inc. | 20,328 | $1.65M | 0.22% | +207+1.0% | Added |
| Capstone Investment Advisors, LLC | 20,303 | $1.65M | 0.04% | −143,075−87.6% | Reduced |
| Corrado Advisors, LLC | 20,228 | $1.64M | 1.13% | +610+3.1% | Added |
| Duff & Phelps Investment Management Co | 20,227 | $1.64M | 0.02% | +254+1.3% | Added |
| Weil Company, Inc. | 20,194 | $1.64M | 0.81% | −6,578−24.6% | Reduced |
| Hoertkorn Richard Charles | 20,164 | $1.63M | 0.82% | +300+1.5% | Added |
| Moneta Group Investment Advisors LLC | 20,148 | $1.63M | 0.04% | −1,676−7.7% | Reduced |
| Summit Financial Group Inc | 20,140 | $1.63M | 0.69% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 20,104 | $1.63M | 0.25% | +10,887+118.1% | Added |
| Wealth Alliance | 20,083 | $1.63M | 0.26% | +92+0.5% | Added |
| Cohen Lawrence B | 20,052 | $1.63M | 1.10% | −143−0.7% | Reduced |
| Fort Sheridan Advisors LLC | 20,049 | $1.62M | 0.37% | −45−0.2% | Reduced |
| Smithfield Trust Co | 19,967 | $1.62M | 0.10% | −1,062−5.1% | Reduced |
| SeaCrest Wealth Management, LLC | 19,992 | $1.62M | 0.21% | −8,285−29.3% | Reduced |
| Stone Point Wealth LLC | 19,918 | $1.61M | 0.69% | −1,778−8.2% | Reduced |
| Deltec Asset Management LLC | 19,858 | $1.61M | 0.37% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 19,746 | $1.60M | 0.27% | +2,102+11.9% | Added |
| Cigna Investments Inc | 19,585 | $1.59M | 0.36% | −2,525−11.4% | Reduced |
| Adell Harriman & Carpenter Inc | 19,578 | $1.59M | 0.16% | −10,316−34.5% | Reduced |
| ExodusPoint Capital Management, LP | 19,461 | $1.58M | 0.02% | +2,329+13.6% | Added |
| Ceera Investments, LLC | 19,421 | $1.57M | 0.86% | −400−2.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 19,408 | $1.57M | 0.14% | −2,814−12.7% | Reduced |
| M Holdings Securities, Inc. | 19,374 | $1.57M | 0.21% | +19,374 | New |
| XR Securities LLC | 19,303 | $1.56M | 2.15% | +11,901+160.8% | Added |
| New Potomac Partners, LLC | 19,266 | $1.56M | 1.07% | −35−0.2% | Reduced |
| StoneX Group Inc. | 19,234 | $1.56M | 0.17% | +7,060+58.0% | Added |
| Mount Capital Ltd | 19,200 | $1.56M | 0.67% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 19,139 | $1.55M | 0.74% | +1,848+10.7% | Added |
| Atlas Brown,Inc. | 19,131 | $1.55M | 0.71% | +328+1.7% | Added |
| Privium Fund Management (UK) Ltd | 19,126 | $1.55M | 1.21% | +19,126 | New |
| Bridges Investment Management Inc | 19,054 | $1.54M | 0.05% | −500−2.6% | Reduced |
| Hancock Whitney Corp | 19,006 | $1.54M | 0.06% | −1,484−7.2% | Reduced |
| Modus Advisors, LLC | 18,988 | $1.54M | 0.67% | −3,158−14.3% | Reduced |
| Westmount Partners, LLC | 18,947 | $1.54M | 0.68% | −194−1.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 18,894 | $1.53M | 0.91% | +1,547+8.9% | Added |
| Ninety One UK Ltd | 18,892 | $1.53M | 0.00% | +18,892 | New |
| B.O.S.S. Retirement Advisors, LLC | 18,883 | $1.53M | 0.33% | +2,114+12.6% | Added |
| Panagora Asset Management Inc | 18,817 | $1.53M | 0.01% | +23+0.1% | Added |
| St. Louis Financial Planners Asset Management, LLC | 19,210 | $1.52M | 1.22% | +19,210 | New |
| Stratos Wealth Advisors, LLC | 18,793 | $1.52M | 0.10% | +3,058+19.4% | Added |
| Chemistry Wealth Management LLC | 18,710 | $1.52M | 0.50% | −1,085−5.5% | Reduced |
| BCGM Wealth Management, LLC | 18,651 | $1.51M | 0.69% | +99+0.5% | Added |
| Holocene Advisors, LP | 18,606 | $1.51M | 0.01% | +18,606 | New |
| Roberts Glore & Co Inc | 18,579 | $1.51M | 0.50% | +2,524+15.7% | Added |
| Journey Advisory Group, LLC | 18,568 | $1.50M | 0.22% | −1,715−8.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 18,519 | $1.50M | 0.66% | +1,450+8.5% | Added |
| Sculati Wealth Management, LLC | 18,402 | $1.49M | 0.76% | +1,209+7.0% | Added |
| Wafra Inc. | 18,400 | $1.49M | 0.05% | −419,360−95.8% | Reduced |
| Boston Financial Mangement LLC | 18,386 | $1.49M | 0.06% | −3,803−17.1% | Reduced |
| Montecito Bank & Trust | 18,359 | $1.49M | 0.35% | +480+2.7% | Added |
| Ashton Thomas Private Wealth, LLC | 18,328 | $1.49M | 0.11% | −4,551−19.9% | Reduced |
| Sky Investment Group LLC | 18,310 | $1.48M | 0.34% | −3,046−14.3% | Reduced |
| Dana Investment Advisors, Inc. | 18,261 | $1.48M | 0.08% | +3,807+26.3% | Added |
| Quadrant Capital Group LLC | 18,197 | $1.47M | 0.15% | +542+3.1% | Added |
| Intellectus Partners, LLC | 18,185 | $1.47M | 0.47% | +1,200+7.1% | Added |
| WMS Partners, LLC | 18,127 | $1.47M | 0.12% | −445−2.4% | Reduced |
| Fortis Capital Management LLC | 18,117 | $1.47M | 0.46% | +18,117 | New |
| Regal Investment Advisors LLC | 18,099 | $1.47M | 0.13% | +932+5.4% | Added |
| Byrne Asset Management LLC | 18,047 | $1.46M | 1.21% | +1,409+8.5% | Added |
| Chicago Trust Co NA | 18,042 | $1.46M | 0.37% | −1,911−9.6% | Reduced |
| Cohen Investment Advisors LLC | 18,040 | $1.46M | 1.18% | +1,690+10.3% | Added |
| CRA Financial Services, LLC | 18,032 | $1.46M | 0.40% | −60.0% | Reduced |
| McDonald Partners LLC | 18,011 | $1.46M | 0.48% | −1,821−9.2% | Reduced |
| Bizma Investimentos Ltda | 18,000 | $1.46M | 1.16% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 17,490 | $1.46M | 0.52% | +408+2.4% | Added |
| North Star Investment Management Corp. | 17,943 | $1.45M | 0.12% | −2,310−11.4% | Reduced |