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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| New England Research & Management, Inc. | 15,562 | $1.26M | 0.72% | −525−3.3% | Reduced |
| Family Legacy, Inc. | 15,552 | $1.26M | 0.53% | −376−2.4% | Reduced |
| Clear Street Markets LLC | 15,500 | $1.26M | 0.88% | +12,824+479.2% | Added |
| Auxier Asset Management | 15,484 | $1.25M | 0.21% | −32−0.2% | Reduced |
| Old National Bancorp | 15,479 | $1.25M | 0.04% | −2,669−14.7% | Reduced |
| Trust Co of Oklahoma | 15,453 | $1.25M | 0.50% | −2,152−12.2% | Reduced |
| Claro Advisors LLC | 15,443 | $1.25M | 0.31% | +1,637+11.9% | Added |
| Csenge Advisory Group | 15,414 | $1.25M | 0.09% | −675−4.2% | Reduced |
| Manhattan West Asset Management, LLC | 15,028 | $1.25M | 0.38% | +2,542+20.4% | Added |
| HCR Wealth Advisors | 15,401 | $1.25M | 0.27% | −1,066−6.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,356 | $1.24M | 0.05% | +1,272+9.0% | Added |
| Tiedemann Advisors, LLC | 15,332 | $1.24M | 0.05% | +3,750+32.4% | Added |
| Quattro Financial Advisors LLC | 15,330 | $1.24M | 0.54% | +15,330 | New |
| NorthRock Partners, LLC | 15,318 | $1.24M | 0.13% | +2,891+23.3% | Added |
| Essex Financial Services, Inc. | 15,315 | $1.24M | 0.14% | −1,183−7.2% | Reduced |
| J. W. Coons Advisors, LLC | 15,286 | $1.24M | 0.36% | −1,100−6.7% | Reduced |
| Carl P. Sherr & Co., LLC | 15,272 | $1.24M | 0.84% | −2,551−14.3% | Reduced |
| Stokes Family Office, LLC | 15,236 | $1.23M | 0.14% | −1,803−10.6% | Reduced |
| Turim 21 Investimentos Ltda. | 15,179 | $1.23M | 0.54% | −50−0.3% | Reduced |
| Assetmark, Inc | 15,152 | $1.23M | 0.00% | −26,004−63.2% | Reduced |
| 180 Wealth Advisors, LLC | 15,145 | $1.23M | 0.28% | +1,549+11.4% | Added |
| Columbia Trust Co 01012016 | 15,104 | $1.22M | 0.71% | +404+2.7% | Added |
| Caldwell Trust Co | 15,033 | $1.22M | 0.17% | −6,810−31.2% | Reduced |
| Archer Investment Corp | 14,997 | $1.22M | 0.43% | +2,950+24.5% | Added |
| Davidson Trust Co | 14,995 | $1.22M | 0.90% | +62+0.4% | Added |
| Independence Bank of Kentucky | 14,969 | $1.21M | 0.51% | +903+6.4% | Added |
| Mather Group, LLC. | 14,941 | $1.21M | 0.02% | +3,638+32.2% | Added |
| Winthrop Advisory Group LLC | 14,930 | $1.21M | 0.20% | +1,036+7.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 14,910 | $1.21M | 0.70% | −290−1.9% | Reduced |
| FLC Capital Advisors | 14,908 | $1.21M | 0.37% | +9,004+152.5% | Added |
| AXS Investments LLC | 14,889 | $1.21M | 0.31% | +14,266+2,289.9% | Added |
| V-Square Quantitative Management LLC | 14,788 | $1.20M | 0.53% | +3,417+30.1% | Added |
| Argus Investors' Counsel, Inc. | 14,760 | $1.20M | 0.86% | −325−2.2% | Reduced |
| RFG Advisory, LLC | 14,746 | $1.20M | 0.05% | −486−3.2% | Reduced |
| Elmwood Wealth Management, Inc. | 14,670 | $1.19M | 0.57% | −132−0.9% | Reduced |
| Nations Financial Group Inc, | 14,663 | $1.19M | 0.12% | −718−4.7% | Reduced |
| Galibier Capital Management Ltd. | 14,524 | $1.18M | 0.26% | −1,000−6.4% | Reduced |
| Atlas Private Wealth Management | 14,439 | $1.17M | 0.63% | +40+0.3% | Added |
| Delta Financial Advisors LLC | 14,429 | $1.17M | 0.53% | +2,236+18.3% | Added |
| Paloma Partners Management Co | 14,409 | $1.17M | 0.24% | +8,274+134.9% | Added |
| First National Bank & Trust Co of Newtown | 14,369 | $1.16M | 0.27% | −35−0.2% | Reduced |
| Alpha Cubed Investments, LLC | 14,350 | $1.16M | 0.08% | −21,542−60.0% | Reduced |
| Cumberland Advisors Inc | 14,350 | $1.16M | 0.52% | +200+1.4% | Added |
| American Investment Services, Inc. | 14,332 | $1.16M | 0.25% | −4,807−25.1% | Reduced |
| BSW Wealth Partners | 14,330 | $1.16M | 0.26% | −160−1.1% | Reduced |
| Good Life Advisors, LLC | 14,302 | $1.16M | 0.13% | +1,689+13.4% | Added |
| Pinnacle West Asset Management, Inc. | 14,270 | $1.16M | 1.13% | +475+3.4% | Added |
| Doliver Advisors, LP | 14,263 | $1.16M | 0.35% | −638−4.3% | Reduced |
| Leisure Capital Management | 14,225 | $1.15M | 0.66% | +435+3.2% | Added |
| Sound View Wealth Advisors Group, LLC | 14,175 | $1.15M | 0.14% | −26−0.2% | Reduced |
| Jmac Enterprises LLC | 14,156 | $1.15M | 0.28% | +334+2.4% | Added |
| Laidlaw Wealth Management LLC | 14,152 | $1.15M | 0.38% | −4,571−24.4% | Reduced |
| KPP Advisory Services LLC | 14,124 | $1.14M | 0.38% | +14,124 | New |
| Ridgewood Investments LLC | 14,052 | $1.14M | 0.75% | +3,516+33.4% | Added |
| Wimmer Associates 1, LLC | 14,028 | $1.14M | 0.71% | −466−3.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 13,759 | $1.12M | 0.26% | +8,105+143.3% | Added |
| West Branch Capital LLC | 13,759 | $1.12M | 0.59% | −521−3.6% | Reduced |
| Moseley Investment Management Inc | 13,758 | $1.12M | 0.67% | −1,250−8.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 13,752 | $1.11M | 0.45% | +6,317+85.0% | Added |
| Payden & Rygel | 13,730 | $1.11M | 0.09% | −133,800−90.7% | Reduced |
| Payden & Rygel Investment Group | 13,730 | $1.11M | 0.09% | +13,730 | New |
| Summit Trail Advisors, LLC | 13,668 | $1.11M | 0.04% | +2,563+23.1% | Added |
| Summit Financial, LLC | 13,651 | $1.11M | 0.08% | −76−0.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 13,649 | $1.11M | 0.16% | −9,713−41.6% | Reduced |
| RMR Wealth Builders | 13,643 | $1.11M | 0.18% | +4,344+46.7% | Added |
| Mizuho Markets Cayman LP | 13,623 | $1.10M | 0.49% | +13,623 | New |
| Court Place Advisors, LLC | 13,615 | $1.10M | 0.39% | −415−3.0% | Reduced |
| DB Fitzpatrick & Co, Inc | 13,599 | $1.10M | 1.18% | +3,357+32.8% | Added |
| Fernwood Investment Management, LLC | 13,731 | $1.10M | 0.39% | +25+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 13,464 | $1.09M | 0.55% | +438+3.4% | Added |
| Omnia Family Wealth, LLC | 13,443 | $1.09M | 0.68% | +1,993+17.4% | Added |
| Investors Asset Management of Georgia Inc | 13,453 | $1.09M | 0.60% | −409−3.0% | Reduced |
| LCNB Corp | 13,437 | $1.09M | 0.48% | −2,501−15.7% | Reduced |
| Ronald Blue Trust, Inc. | 12,191 | $1.09M | 0.02% | −2,122−14.8% | Reduced |
| Naples Global Advisors, LLC | 13,428 | $1.09M | 0.13% | −6,458−32.5% | Reduced |
| Kiley Juergens Wealth Management, LLC | 13,422 | $1.09M | 0.39% | −2,586−16.2% | Reduced |
| TD Private Client Wealth LLC | 13,374 | $1.08M | 0.05% | −429−3.1% | Reduced |
| O'Dell Group, LLC | 13,360 | $1.08M | 0.33% | +3,356+33.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 11,933 | $1.08M | 0.90% | −2,849−19.3% | Reduced |
| Legacy Private Trust Co. | 13,274 | $1.08M | 0.09% | −12,559−48.6% | Reduced |
| David Loasby | 13,552 | $1.07M | 0.12% | +2,279+20.2% | Added |
| Calamos Wealth Management LLC | 13,207 | $1.07M | 0.08% | −74,384−84.9% | Reduced |
| Trellus Management Company, LLC | 13,200 | $1.07M | 2.07% | 00.0% | Unchanged |
| Papp L Roy & Associates | 13,200 | $1.07M | 0.14% | −27,633−67.7% | Reduced |
| Trust Investment Advisors | 13,120 | $1.06M | 0.91% | +58+0.4% | Added |
| Wealthsource Partners, LLC | 13,082 | $1.06M | 0.07% | −986−7.0% | Reduced |
| Private Trust Co NA | 13,080 | $1.06M | 0.14% | −1,080−7.6% | Reduced |
| PFG Investments, LLC | 13,064 | $1.06M | 0.20% | −427−3.2% | Reduced |
| Martin & Co Inc | 12,979 | $1.05M | 0.28% | +159+1.2% | Added |
| Aldebaran Financial Inc. | 12,968 | $1.05M | 1.72% | −1,270−8.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 12,962 | $1.05M | 0.36% | −205−1.6% | Reduced |
| Balboa Wealth Partners | 12,939 | $1.05M | 0.39% | +818+6.7% | Added |
| Adirondack Trust Co | 12,874 | $1.04M | 0.52% | −614−4.6% | Reduced |
| Eudaimonia Partners, LLC | 12,833 | $1.04M | 0.25% | −1,508−10.5% | Reduced |
| Tempus Wealth Planning, LLC | 12,722 | $1.03M | 0.52% | +546+4.5% | Added |
| Spears Abacus Advisors LLC | 12,709 | $1.03M | 0.09% | −143−1.1% | Reduced |
| Nwam LLC | 12,707 | $1.03M | 0.10% | −2,914−18.7% | Reduced |
| Clare Market Investments LLC | 12,704 | $1.03M | 0.40% | +75+0.6% | Added |
| Garden State Investment Advisory Services LLC | 12,700 | $1.03M | 0.48% | +645+5.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,697 | $1.03M | 0.17% | −87−0.7% | Reduced |