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 |
|---|---|---|---|---|---|
| Vista Investment Management | 12,669 | $1.03M | 0.54% | +1,261+11.1% | Added |
| Bowen Hanes & Co Inc | 12,650 | $1.03M | 0.03% | −57,140−81.9% | Reduced |
| Lloyd Advisory Services, LLC. | 12,564 | $1.02M | 0.34% | +12,564 | New |
| Norden Group LLC | 12,564 | $1.02M | 0.34% | +12,564 | New |
| Dash Acquisitions Inc. | 12,010 | $1.01M | 0.41% | +627+5.5% | Added |
| BancorpSouth Bank | 12,493 | $1.01M | 0.09% | −12,417−49.8% | Reduced |
| My Legacy Advisors, LLC | 12,160 | $1.01M | 0.41% | +2,264+22.9% | Added |
| Alphadyne Asset Management LP | 12,436 | $1.01M | 0.49% | +8,895+251.2% | Added |
| Eaton Financial Holdings Company, LLC | 12,421 | $1.01M | 0.27% | −724−5.5% | Reduced |
| Garde Capital, Inc. | 12,370 | $1.00M | 0.09% | −2,342−15.9% | Reduced |
| Avantax Planning Partners, Inc. | 12,362 | $1.00M | 0.04% | −283−2.2% | Reduced |
| Westside Investment Management, Inc. | 12,361 | $1.00M | 0.29% | −1,627−11.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 12,346 | $1.00M | 0.09% | −2,950−19.3% | Reduced |
| Donaldson Capital Management, LLC | 12,337 | $999.9K | 0.05% | −216−1.7% | Reduced |
| Herold Advisors, Inc. | 12,316 | $998.2K | 0.30% | +1,136+10.2% | Added |
| Woodmont Investment Counsel LLC | 12,299 | $996.8K | 0.11% | −39−0.3% | Reduced |
| Stony Point Wealth Management Inc. | 11,768 | $996.8K | 0.52% | −35,285−75.0% | Reduced |
| Founders Financial Securities LLC | 12,290 | $996.1K | 0.13% | +595+5.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,348 | $995.2K | 0.46% | −1,378−10.0% | Reduced |
| Clarius Group, LLC | 12,264 | $994.0K | 0.09% | −360−2.9% | Reduced |
| Semmax Financial Advisors Inc. | 11,104 | $993.1K | 0.40% | +11,104 | New |
| Sittner & Nelson, LLC | 12,247 | $992.6K | 0.57% | +550+4.7% | Added |
| Strategic Blueprint, LLC | 12,244 | $992.4K | 0.09% | −2,189−15.2% | Reduced |
| Hilltop Partners LLC | 12,228 | $991.1K | 0.42% | +3,132+34.4% | Added |
| New England Asset Management Inc | 12,200 | $988.8K | 0.16% | −2,086−14.6% | Reduced |
| Nemes Rush Group LLC | 12,200 | $988.8K | 0.18% | +1,515+14.2% | Added |
| Outfitter Financial LLC | 12,180 | $987.2K | 0.93% | −435−3.4% | Reduced |
| Capstone Triton Financial Group, LLC | 12,164 | $985.9K | 0.72% | −2,087−14.6% | Reduced |
| Pure Financial Advisors, Inc. | 12,155 | $985.2K | 0.04% | −200−1.6% | Reduced |
| Conning Inc. | 12,123 | $982.6K | 0.04% | +100+0.8% | Added |
| Nicholas Hoffman & Company, LLC. | 12,076 | $978.8K | 0.07% | −148−1.2% | Reduced |
| Keystone Financial Group | 12,054 | $977.0K | 0.16% | −4,478−27.1% | Reduced |
| Warren Averett Asset Management, LLC | 12,010 | $973.4K | 0.04% | +823+7.4% | Added |
| Lester Murray Antman dba SimplyRich | 12,006 | $973.0K | 0.47% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 11,991 | $971.9K | 0.28% | +7,913+194.0% | Added |
| MWA Asset Management | 11,974 | $970.5K | 0.94% | +11,974 | New |
| Aveo Capital Partners, LLC | 11,968 | $970.0K | 0.13% | +8,016+202.8% | Added |
| Fairbanks Capital Management, Inc. | 11,954 | $968.9K | 0.82% | −494−4.0% | Reduced |
| Qtron Investments LLC | 11,933 | $967.2K | 0.18% | −2,660−18.2% | Reduced |
| Cheviot Value Management, LLC | 11,911 | $965.3K | 0.21% | −979−7.6% | Reduced |
| Thoroughbred Financial Services, LLC | 11,891 | $963.0K | 0.09% | +3,391+39.9% | Added |
| Sierra Capital LLC | 11,812 | $957.0K | 0.15% | −435−3.6% | Reduced |
| Naviter Wealth, LLC | 11,802 | $956.6K | 0.23% | +486+4.3% | Added |
| Onyx Bridge Wealth Group LLC | 11,784 | $955.1K | 0.22% | +430+3.8% | Added |
| Synergy Financial Group, LTD | 11,741 | $951.6K | 1.33% | −980−7.7% | Reduced |
| Agate Pass Investment Management, LLC | 11,739 | $951.4K | 0.64% | −770−6.2% | Reduced |
| Charles Schwab Trust Co | 11,739 | $951.4K | 0.11% | +523+4.7% | Added |
| Puzo Michael J | 11,735 | $951.1K | 0.32% | −21,113−64.3% | Reduced |
| NewEdge Wealth, LLC | 11,717 | $949.7K | 0.03% | +315+2.8% | Added |
| Moloney Securities Asset Management, LLC | 11,711 | $949.2K | 0.17% | −1,588−11.9% | Reduced |
| Guardian Wealth Management, Inc. | 11,690 | $947.4K | 0.89% | −537−4.4% | Reduced |
| JFS Wealth Advisors, LLC | 11,680 | $946.7K | 0.09% | +124+1.1% | Added |
| Transatlantique Private Wealth LLC | 11,674 | $946.2K | 0.51% | −4,415−27.4% | Reduced |
| Coastal Bridge Advisors, LLC | 11,671 | $946.0K | 0.25% | +390+3.5% | Added |
| Rockland Trust Co | 11,653 | $944.5K | 0.06% | +28+0.2% | Added |
| Atomi Financial Group, Inc. | 11,649 | $944.1K | 0.32% | −108−0.9% | Reduced |
| Old Mission Investment Co LLC | 11,625 | $942.2K | 0.37% | +291+2.6% | Added |
| Briaud Financial Planning, Inc | 11,626 | $942.0K | 0.76% | +11,626 | New |
| Joseph P. Lucia & Associates, LLC | 11,617 | $941.6K | 0.66% | −248−2.1% | Reduced |
| Duncker Streett & Co Inc | 11,600 | $940.2K | 0.22% | −750−6.1% | Reduced |
| Southeast Asset Advisors Inc. | 11,598 | $940.0K | 0.13% | +120+1.0% | Added |
| Braun Stacey Associates Inc | 11,578 | $938.0K | 0.05% | −137,074−92.2% | Reduced |
| Atlas Capital Advisors LLC | 11,563 | $937.2K | 0.15% | −1,300−10.1% | Reduced |
| Allred Capital Management, LLC | 11,544 | $935.6K | 0.47% | +28+0.2% | Added |
| Palouse Capital Management, Inc. | 11,509 | $932.8K | 0.69% | +47+0.4% | Added |
| Glassman Wealth Services | 11,509 | $932.8K | 0.15% | +4,226+58.0% | Added |
| Capital Advisors Inc | 11,481 | $930.5K | 0.02% | −1,387−10.8% | Reduced |
| ELCO Management Co., LLC | 11,463 | $929.1K | 0.67% | −1,806−13.6% | Reduced |
| Carr Financial Group Corp | 10,896 | $926.9K | 0.37% | +2,157+24.7% | Added |
| Smith Anglin Financial, LLC | 11,371 | $921.6K | 0.11% | +300+2.7% | Added |
| Hayek Kallen Investment Management | 11,355 | $920.0K | 0.41% | +1,980+21.1% | Added |
| AlphaStar Capital Management, LLC | 11,326 | $918.0K | 0.11% | +11,326 | New |
| American National Bank | 11,296 | $915.5K | 0.16% | −36,137−76.2% | Reduced |
| Zevenbergen Capital Investments LLC | 11,295 | $915.5K | 0.02% | −175−1.5% | Reduced |
| Greenup Street Wealth Management LLC | 11,284 | $914.5K | 0.30% | +1,640+17.0% | Added |
| Cornerstone Advisory, LLC | 11,281 | $914.3K | 0.16% | −732−6.1% | Reduced |
| Oder Investment Management, LLC | 11,280 | $914.3K | 0.99% | −2,864−20.2% | Reduced |
| Legacy Capital Group California, Inc. | 11,276 | $913.9K | 0.39% | +842+8.1% | Added |
| Uncommon Cents Investing LLC | 11,243 | $911.2K | 0.33% | −155−1.4% | Reduced |
| Bank of Hawaii | 11,219 | $909.3K | 0.05% | +2,204+24.4% | Added |
| Circle Wealth Management, LLC | 11,167 | $905.1K | 0.02% | −714−6.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 11,143 | $903.1K | 0.91% | −250−2.2% | Reduced |
| Conservest Capital Advisors, Inc. | 11,118 | $901.1K | 0.11% | −3,105−21.8% | Reduced |
| CFM Wealth Partners LLC | 11,101 | $899.7K | 0.24% | −2,645−19.2% | Reduced |
| MCF Advisors LLC | 11,086 | $898.5K | 0.08% | +624+6.0% | Added |
| Wendell David Associates Inc | 11,066 | $897.0K | 0.11% | +1,093+11.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,052 | $895.8K | 0.03% | −535−4.6% | Reduced |
| Rockingstone Advisors LLC | 11,019 | $893.1K | 0.49% | +334+3.1% | Added |
| FNY Investment Advisers, LLC | 11,000 | $891.0K | 0.53% | +8,100+279.3% | Added |
| Audent Global Asset Management, LLC | 10,993 | $891.0K | 1.02% | +2,608+31.1% | Added |
| Confluence Wealth Services, Inc. | 10,989 | $890.7K | 0.18% | −919−7.7% | Reduced |
| Octavia Wealth Advisors, LLC | 10,986 | $890.4K | 0.18% | +1,778+19.3% | Added |
| Chesapeake Wealth Management | 10,976 | $889.6K | 0.37% | −310−2.7% | Reduced |
| Forbes J M & Co LLP | 10,970 | $889.1K | 0.12% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 10,905 | $883.9K | 0.49% | +439+4.2% | Added |
| Argent Advisors, Inc. | 10,828 | $877.6K | 0.40% | +198+1.9% | Added |
| Avitas Wealth Management LLC | 10,799 | $875.3K | 0.17% | −4,457−29.2% | Reduced |
| Ausdal Financial Partners, Inc. | 10,783 | $873.9K | 0.12% | −780−6.7% | Reduced |
| Exencial Wealth Advisors, LLC | 10,768 | $872.8K | 0.04% | +2,076+23.9% | Added |
| LexAurum Advisors, LLC | 10,699 | $867.2K | 0.25% | +2,171+25.5% | Added |