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 |
|---|---|---|---|---|---|
| True North Advisors, LLC | 10,645 | $862.8K | 0.27% | +84+0.8% | Added |
| EverSource Wealth Advisors, LLC | 10,636 | $862.0K | 0.09% | −905−7.8% | Reduced |
| Sentry Investment Management LLC | 10,630 | $862.0K | 0.41% | −2,673−20.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,814 | $860.6K | 0.15% | −2,060−30.0% | Reduced |
| Mechanics Financial Corp | 10,566 | $856.4K | 0.47% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 10,553 | $855.3K | 0.17% | −320−2.9% | Reduced |
| Peloton Wealth Strategists | 10,555 | $855.0K | 0.39% | −525−4.7% | Reduced |
| XML Financial, LLC | 10,530 | $853.4K | 0.10% | +239+2.3% | Added |
| Widmann Financial Services, Inc. | 10,527 | $853.2K | 0.85% | −191−1.8% | Reduced |
| Waldron Private Wealth LLC | 10,521 | $852.8K | 0.04% | −2,776−20.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 10,519 | $852.6K | 0.06% | −289−2.7% | Reduced |
| Covey Capital Advisors, LLC | 10,495 | $850.6K | 1.21% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 10,491 | $850.3K | 0.09% | −1,555−12.9% | Reduced |
| Optimum Investment Advisors | 10,470 | $848.6K | 0.43% | −539−4.9% | Reduced |
| DRW Securities, LLC | 10,454 | $847.0K | 0.07% | −1,859−15.1% | Reduced |
| Abbot Financial Management, Inc. | 10,403 | $843.2K | 0.57% | −564−5.1% | Reduced |
| Clear Creek Financial Management, LLC | 10,403 | $843.2K | 0.15% | +387+3.9% | Added |
| TriaGen Wealth Management LLC | 10,403 | $843.2K | 0.43% | +40+0.4% | Added |
| Great Diamond Partners, LLC | 10,366 | $840.2K | 0.23% | −625−5.7% | Reduced |
| TCG Advisory Services, LLC | 10,353 | $839.1K | 0.13% | +223+2.2% | Added |
| Pinnacle Holdings, LLC | 10,343 | $838.3K | 0.39% | −1,020−9.0% | Reduced |
| Tectonic Advisors LLC | 10,331 | $837.3K | 0.08% | +1,769+20.7% | Added |
| Burney Co | 10,324 | $836.7K | 0.04% | −288−2.7% | Reduced |
| Secure Asset Management, LLC | 10,306 | $835.3K | 0.25% | +1,177+12.9% | Added |
| Spreng Capital Management, Inc. | 10,300 | $834.8K | 0.61% | −4,233−29.1% | Reduced |
| Voya Financial Advisors, Inc. | 10,413 | $834.4K | 0.10% | +152+1.5% | Added |
| LBMC Investment Advisors, LLC | 10,484 | $833.9K | 0.09% | 00.0% | Unchanged |
| Valley Brook Capital Group | 10,250 | $830.7K | 0.82% | +215+2.1% | Added |
| Penserra Capital Management LLC | 10,238 | $829.0K | 0.02% | −1,599−13.5% | Reduced |
| Arrowroot Family Office, LLC | 10,200 | $826.7K | 0.65% | −945−8.5% | Reduced |
| Old Point Trust & Financial Services N A | 10,189 | $825.8K | 0.37% | +182+1.8% | Added |
| Blue Fin Capital, Inc. | 10,176 | $824.8K | 0.24% | −1,017−9.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 10,118 | $820.1K | 0.23% | +10,118 | New |
| First County Bank | 10,112 | $819.6K | 0.43% | +996+10.9% | Added |
| Salvus Wealth Management, LLC | 10,109 | $819.3K | 0.65% | +50+0.5% | Added |
| Consolidated Portfolio Review Corp | 10,102 | $818.8K | 0.20% | +298+3.0% | Added |
| Larson Financial Group LLC | 10,090 | $817.8K | 0.08% | −14,064−58.2% | Reduced |
| Eads & Heald Wealth Management | 10,075 | $817.0K | 0.43% | −982−8.9% | Reduced |
| Inscription Capital, LLC | 10,062 | $815.5K | 0.27% | −64−0.6% | Reduced |
| Hartline Investment Corp | 10,051 | $814.6K | 0.15% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,051 | $814.6K | 0.20% | −1,212−10.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,042 | $813.9K | 0.16% | +500+5.2% | Added |
| Wintrust Investments LLC | 10,033 | $813.0K | 0.09% | +176+1.8% | Added |
| Marcum Wealth, LLC | 10,021 | $812.2K | 0.10% | −124−1.2% | Reduced |
| Anson Funds Management LP | 10,000 | $810.5K | 0.27% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 9,978 | $808.7K | 0.04% | +637+6.8% | Added |
| Cypress Wealth Services, LLC | 9,969 | $808.0K | 0.22% | +266+2.7% | Added |
| Abundance Wealth Counselors | 9,917 | $804.0K | 0.23% | +9,917 | New |
| Bremer Bank National Association | 9,901 | $802.5K | 0.16% | −207−2.0% | Reduced |
| TLWM | 9,864 | $799.5K | 0.21% | +166+1.7% | Added |
| Strong Tower Advisory Services | 9,848 | $798.2K | 0.40% | +405+4.3% | Added |
| Garrison Point Advisors, LLC | 9,847 | $798.1K | 0.62% | +170+1.8% | Added |
| Forte Capital LLC | 9,838 | $797.4K | 0.12% | −330−3.2% | Reduced |
| AdvisorNet Financial, Inc | 9,780 | $792.6K | 0.07% | −1,183−10.8% | Reduced |
| Prostatis Group LLC | 9,901 | $791.6K | 0.39% | −28,794−74.4% | Reduced |
| Cape Investment Advisory, Inc. | 9,764 | $791.3K | 0.45% | −40.0% | Reduced |
| Alliance Wealth Advisors, LLC | 9,745 | $789.8K | 0.29% | +264+2.8% | Added |
| Essex Savings Bank | 9,737 | $789.2K | 0.27% | −433−4.3% | Reduced |
| HF Advisory Group, LLC | 9,545 | $787.6K | 0.58% | +601+6.7% | Added |
| Highline Wealth Partners LLC | 9,712 | $787.2K | 0.49% | 00.0% | Unchanged |
| Icon Advisers Inc | 9,700 | $786.2K | 0.19% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 9,680 | $784.6K | 0.05% | +5,198+116.0% | Added |
| First United Bank Trust | 9,670 | $783.7K | 0.36% | −886−8.4% | Reduced |
| Samalin Investment Counsel, LLC | 9,638 | $781.2K | 0.45% | +621+6.9% | Added |
| Baldwin Brothers Inc | 9,608 | $778.7K | 0.07% | −775−7.5% | Reduced |
| Millennium Capital Advisors, LLC | 9,600 | $778.1K | 0.66% | −60−0.6% | Reduced |
| Tilt Investment Management Holdings, PBC | 9,588 | $777.1K | 0.55% | 00.0% | Unchanged |
| Humankind Investments LLC | 9,554 | $774.4K | 0.32% | +544+6.0% | Added |
| Bridge Advisory, LLC | 9,552 | $774.2K | 0.27% | +466+5.1% | Added |
| Angeles Wealth Management, LLC | 9,484 | $768.7K | 0.11% | +1,440+17.9% | Added |
| Grimes & Company, Inc. | 9,470 | $767.6K | 0.03% | −193−2.0% | Reduced |
| ERn Financial, LLC | 9,454 | $766.3K | 0.17% | +700+8.0% | Added |
| Vance Wealth, Inc. | 9,445 | $765.5K | 0.36% | −438−4.4% | Reduced |
| Bank of Stockton | 9,594 | $765.4K | 0.29% | −185−1.9% | Reduced |
| Ballast, Inc. | 9,435 | $764.7K | 0.30% | +6,719+247.4% | Added |
| Boston Trust Walden Corp | 9,434 | $764.6K | 0.01% | −1,550−14.1% | Reduced |
| Bath Savings Trust Co | 9,431 | $764.4K | 0.09% | −4,281−31.2% | Reduced |
| Piscataqua Savings Bank | 9,403 | $762.1K | 0.66% | +100+1.1% | Added |
| Dohj, LLC | 9,317 | $760.9K | 0.34% | +1,229+15.2% | Added |
| ARS Wealth Advisors Group, LLC | 9,351 | $757.9K | 0.12% | −20,514−68.7% | Reduced |
| Intact Investment Management Inc. | 9,350 | $757.8K | 0.03% | 00.0% | Unchanged |
| Dempze Nancy E | 9,337 | $756.8K | 0.68% | −5,617−37.6% | Reduced |
| Alps Advisors Inc | 9,334 | $756.5K | 0.01% | +554+6.3% | Added |
| Chesapeake Asset Management LLC | 9,324 | $755.7K | 0.74% | −582−5.9% | Reduced |
| WNY Asset Management, LLC | 9,321 | $755.5K | 0.15% | +2,304+32.8% | Added |
| CIC Wealth, LLC | 9,271 | $751.4K | 0.27% | −6,748−42.1% | Reduced |
| Sweet Financial Partners, LLC | 9,257 | $750.3K | 0.20% | +1,564+20.3% | Added |
| Wedmont Private Capital | 8,855 | $750.0K | 0.08% | +2,242+33.9% | Added |
| Monterey Private Wealth, Inc. | 9,237 | $748.6K | 0.38% | +92+1.0% | Added |
| Schechter Investment Advisors, LLC | 9,223 | $747.5K | 0.07% | −1,444−13.5% | Reduced |
| Liberty Capital Management, Inc. | 9,212 | $746.6K | 0.22% | −15,614−62.9% | Reduced |
| Nadler Financial Group, Inc. | 9,212 | $746.6K | 0.11% | −180−1.9% | Reduced |
| Zullo Investment Group, Inc. | 9,146 | $741.3K | 0.43% | −978−9.7% | Reduced |
| Eastern Bank | 9,133 | $740.2K | 0.04% | −506−5.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,116 | $739.0K | 0.00% | +9,116 | New |
| Mayflower Financial Advisors, LLC | 9,100 | $737.6K | 0.11% | −544−5.6% | Reduced |
| Investors Research Corp | 9,097 | $737.3K | 0.19% | +632+7.5% | Added |
| Harbour Capital Advisors, LLC | 9,084 | $736.3K | 0.22% | +305+3.5% | Added |
| Dearborn Partners LLC | 9,072 | $735.3K | 0.03% | −15−0.2% | Reduced |
| Armstrong Henry H Associates Inc | 9,059 | $734.2K | 0.08% | −56−0.6% | Reduced |