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 |
|---|---|---|---|---|---|
| Norway Savings Bank | 17,934 | $1.45M | 0.72% | +464+2.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 17,888 | $1.45M | 0.49% | +3,181+21.6% | Added |
| Oak Harbor Wealth Partners, LLC | 17,872 | $1.45M | 0.52% | −525−2.9% | Reduced |
| Winch Advisory Services, LLC | 17,868 | $1.45M | 0.53% | −365−2.0% | Reduced |
| Perennial Investment Advisors, LLC | 17,838 | $1.45M | 0.26% | +678+4.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 17,818 | $1.44M | 0.30% | +740+4.3% | Added |
| Avidian Wealth Solutions, LLC | 17,789 | $1.44M | 0.10% | −4,727−21.0% | Reduced |
| Hilltop Holdings Inc. | 17,785 | $1.44M | 0.18% | +1,477+9.1% | Added |
| One Capital Management, LLC | 17,747 | $1.44M | 0.06% | −1,161−6.1% | Reduced |
| Atlantic Trust, LLC | 17,733 | $1.44M | 0.47% | +13,739+344.0% | Added |
| Meeder Advisory Services, Inc. | 17,719 | $1.44M | 0.18% | −4,104−18.8% | Reduced |
| Bedel Financial Consulting, Inc. | 17,666 | $1.43M | 0.29% | −167−0.9% | Reduced |
| Bedel Financial Consulting Inc | 17,666 | $1.43M | 0.29% | +17,666 | New |
| Banco de Sabadell, S.A | 17,641 | $1.43M | 1.24% | −959−5.2% | Reduced |
| Campbell Newman Asset Management Inc | 17,565 | $1.42M | 0.13% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 17,545 | $1.42M | 0.35% | −1,920−9.9% | Reduced |
| Summit X, LLC | 17,520 | $1.42M | 0.45% | −8,805−33.4% | Reduced |
| L.M. Kohn & Company | 17,520 | $1.42M | 0.52% | −144−0.8% | Reduced |
| Sunbelt Securities, Inc. | 17,517 | $1.42M | 0.20% | +5,893+50.7% | Added |
| GW&K Investment Management, LLC | 17,476 | $1.42M | 0.01% | −1,234−6.6% | Reduced |
| Hollencrest Capital Management | 17,461 | $1.42M | 0.16% | +15+0.1% | Added |
| Schnieders Capital Management LLC | 17,452 | $1.41M | 0.32% | −19,024−52.2% | Reduced |
| Dover Advisors, LLC | 17,388 | $1.41M | 1.43% | +274+1.6% | Added |
| TCW Group Inc | 17,376 | $1.41M | 0.02% | −5,024−22.4% | Reduced |
| Buckingham Strategic Partners | 17,375 | $1.41M | 0.07% | +5,939+51.9% | Added |
| RS Crum Inc. | 17,352 | $1.41M | 0.51% | −94−0.5% | Reduced |
| NovaPoint Capital, LLC | 17,308 | $1.40M | 0.56% | −2,667−13.4% | Reduced |
| Sterling Investment Counsel, LLC | 17,241 | $1.40M | 0.80% | +1,253+7.8% | Added |
| Auxano Advisors, LLC | 17,205 | $1.39M | 0.57% | +3,396+24.6% | Added |
| Kovack Advisors, Inc. | 17,192 | $1.39M | 0.19% | −1,603−8.5% | Reduced |
| NTV Asset Management LLC | 17,172 | $1.39M | 0.25% | −1,301−7.0% | Reduced |
| Charter Research & Investment Group, Inc. | 17,150 | $1.39M | 1.25% | −380−2.2% | Reduced |
| Benedetti & Gucer, Inc. | 17,128 | $1.39M | 0.76% | −258−1.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 17,122 | $1.39M | 0.41% | −310−1.8% | Reduced |
| Morse Asset Management, Inc | 17,070 | $1.38M | 0.44% | +850+5.2% | Added |
| Miller Investment Management, LP | 17,023 | $1.38M | 0.22% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.38M | 0.52% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 16,991 | $1.38M | 0.03% | −3,922−18.8% | Reduced |
| Boltwood Capital Management | 16,980 | $1.38M | 0.51% | +314+1.9% | Added |
| BigSur Wealth Management LLC | 16,942 | $1.37M | 0.69% | −650−3.7% | Reduced |
| Occudo Quantitative Strategies LP | 16,942 | $1.37M | 0.18% | +16,942 | New |
| Tevis Investment Management | 16,922 | $1.37M | 1.39% | +2,195+14.9% | Added |
| Financial Advisory Service, Inc. | 16,912 | $1.37M | 0.15% | +285+1.7% | Added |
| Hudson Value Partners, LLC | 16,884 | $1.37M | 0.72% | +710+4.4% | Added |
| Canal Capital Management, LLC | 16,864 | $1.37M | 0.28% | −1,047−5.8% | Reduced |
| Scott & Selber, Inc. | 16,846 | $1.36M | 0.56% | −141−0.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 16,828 | $1.36M | 1.55% | −700−4.0% | Reduced |
| Adviser Investments LLC | 16,803 | $1.36M | 0.03% | +322+2.0% | Added |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 16,800 | $1.36M | 0.00% | +16,800 | New |
| FRG Family Wealth Advisors LLC | 16,769 | $1.36M | 0.31% | −7,329−30.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 16,756 | $1.36M | 0.06% | −17,258−50.7% | Reduced |
| Estabrook Capital Management | 16,733 | $1.36M | 0.24% | −2,713−14.0% | Reduced |
| MSH Capital Advisors LLC | 16,729 | $1.36M | 0.53% | −37−0.2% | Reduced |
| Lindbrook Capital, LLC | 16,710 | $1.35M | 0.15% | −2,115−11.2% | Reduced |
| MONECO Advisors, LLC | 16,702 | $1.35M | 0.37% | +4,048+32.0% | Added |
| Palisade Capital Management LLC | 16,696 | $1.35M | 0.04% | −2,620−13.6% | Reduced |
| Focus Financial Network, Inc. | 16,694 | $1.35M | 0.08% | +363+2.2% | Added |
| JNBA Financial Advisors | 16,686 | $1.35M | 0.17% | +206+1.3% | Added |
| Invst, LLC | 16,669 | $1.35M | 0.20% | +792+5.0% | Added |
| Insight Inv LLC | 16,221 | $1.35M | 1.50% | −319−1.9% | Reduced |
| Delta Financial Group, Inc. | 16,638 | $1.35M | 0.47% | +16,638 | New |
| Axq Capital, LP | 16,600 | $1.35M | 0.47% | +16,600 | New |
| Drexel Morgan & Co. | 16,586 | $1.34M | 0.37% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 16,514 | $1.34M | 0.17% | +113+0.7% | Added |
| Teza Capital Management LLC | 16,511 | $1.34M | 0.22% | +9,333+130.0% | Added |
| Weik Capital Management | 16,500 | $1.34M | 0.66% | −1,800−9.8% | Reduced |
| Garrison Asset Management, LLC | 16,473 | $1.34M | 0.82% | −695−4.0% | Reduced |
| Waratah Capital Advisors Ltd. | 16,467 | $1.33M | 0.06% | −34,980−68.0% | Reduced |
| Fosun International Ltd | 16,421 | $1.33M | 0.21% | −2,910−15.1% | Reduced |
| Magnus Financial Group LLC | 16,415 | $1.33M | 0.19% | +1,318+8.7% | Added |
| Hudson Canyon Capital Management | 16,400 | $1.33M | 1.09% | +1,475+9.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 16,362 | $1.33M | 0.85% | −1,548−8.6% | Reduced |
| Carmel Capital Partners, LLC | 16,269 | $1.32M | 0.59% | −162−1.0% | Reduced |
| MidWestOne Financial Group, Inc. | 16,212 | $1.31M | 0.30% | −7,596−31.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 16,150 | $1.31M | 1.01% | −3,442−17.6% | Reduced |
| Americana Partners, LLC | 16,630 | $1.31M | 0.14% | −19,743−54.3% | Reduced |
| Birmingham Capital Management Co Inc | 16,106 | $1.31M | 0.54% | +1,885+13.3% | Added |
| Trustco Bank Corp N Y | 16,105 | $1.31M | 1.49% | −220−1.3% | Reduced |
| Ropes Wealth Advisors LLC | 16,071 | $1.30M | 0.25% | −3,629−18.4% | Reduced |
| Connolly Sarah T. | 16,045 | $1.30M | 0.86% | −420−2.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $1.30M | 0.91% | −9,000−36.0% | Reduced |
| Waycross Partners, LLC | 16,000 | $1.30M | 0.29% | +1,000+6.7% | Added |
| Romano Brothers and Company | 15,958 | $1.29M | 0.20% | −2,510−13.6% | Reduced |
| Lake Street Advisors Group, LLC | 15,917 | $1.29M | 0.08% | −1,566−9.0% | Reduced |
| Bensler, LLC | 15,883 | $1.29M | 0.25% | +672+4.4% | Added |
| WT Wealth Management | 15,865 | $1.29M | 0.55% | +2,641+20.0% | Added |
| Centerstone Investors, LLC | 15,800 | $1.28M | 1.31% | +15,800 | New |
| Proficio Capital Partners LLC | 15,793 | $1.28M | 0.17% | −812−4.9% | Reduced |
| FDx Advisors, Inc. | 15,786 | $1.28M | 0.11% | −9,429−37.4% | Reduced |
| Bigelow Investment Advisors, LLC | 15,777 | $1.28M | 0.73% | +32+0.2% | Added |
| Gordian Capital Singapore Pte Ltd | 15,771 | $1.28M | 1.38% | +4,810+43.9% | Added |
| Nixon Peabody Trust Co | 15,769 | $1.28M | 1.07% | −262−1.6% | Reduced |
| Checchi Capital Advisers, LLC | 15,716 | $1.27M | 0.12% | −1,010−6.0% | Reduced |
| GYL Financial Synergies, LLC | 15,709 | $1.27M | 0.12% | −321−2.0% | Reduced |
| CV Advisors LLC | 15,671 | $1.27M | 1.01% | −471−2.9% | Reduced |
| GM Advisory Group, Inc. | 15,671 | $1.27M | 0.10% | −617−3.8% | Reduced |
| Icapital Wealth LLC | 15,650 | $1.27M | 0.90% | −6,192−28.3% | Reduced |
| Mendota Financial Group, LLC | 15,634 | $1.27M | 1.32% | +242+1.6% | Added |
| Bangor Savings Bank | 15,613 | $1.27M | 0.15% | −164−1.0% | Reduced |
| Bank Hapoalim BM | 15,608 | $1.26M | 0.20% | −1,473−8.6% | Reduced |