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 |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 9,023 | $731.3K | 0.07% | −7−0.1% | Reduced |
| Barbara Oil Co. | 9,000 | $729.5K | 0.35% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $729.5K | 0.65% | – | – |
| Peoples Bank | 8,997 | $729.2K | 0.62% | +8,997 | New |
| Lumina Fund Management LLC | 9,000 | $729.0K | 0.35% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 8,990 | $728.6K | 0.23% | +8,990 | New |
| Advisor Resource Council | 8,965 | $726.6K | 0.48% | −2,964−24.8% | Reduced |
| Vanguard Capital Wealth Advisors | 8,962 | $726.4K | 0.67% | −3,356−27.2% | Reduced |
| Tobam | 8,962 | $726.0K | 0.06% | −395−4.2% | Reduced |
| Gradient Investments LLC | 8,926 | $723.5K | 0.02% | +240+2.8% | Added |
| Resurgent Financial Advisors LLC | 8,921 | $723.0K | 0.49% | +579+6.9% | Added |
| Newman Dignan & Sheerar, Inc. | 8,825 | $715.3K | 0.23% | −4,476−33.7% | Reduced |
| Biltmore Family Office, LLC | 8,793 | $712.7K | 0.16% | +100+1.2% | Added |
| Jupiter Wealth Management LLC | 8,070 | $712.3K | 0.46% | −1,125−12.2% | Reduced |
| Pflug Koory, LLC | 8,767 | $710.6K | 0.41% | −90−1.0% | Reduced |
| Sandhill Capital Partners LLC | 8,730 | $707.5K | 0.07% | −23−0.3% | Reduced |
| HRT Financial LP | 8,710 | $705.0K | 0.01% | +8,710 | New |
| Cim Investment Mangement Inc | 8,690 | $704.3K | 0.26% | −210−2.4% | Reduced |
| Atom Investors LP | 8,680 | $703.5K | 0.16% | +6,315+267.0% | Added |
| Copperleaf Capital, LLC | 8,676 | $703.2K | 0.76% | −1,898−17.9% | Reduced |
| Aberdeen Wealth Management LLC | 8,659 | $701.8K | 0.53% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 8,654 | $701.4K | 0.54% | −7,520−46.5% | Reduced |
| Wolf Group Capital Advisors | 8,622 | $698.8K | 0.33% | +84+1.0% | Added |
| Cyndeo Wealth Partners, LLC | 8,616 | $698.3K | 0.07% | −40−0.5% | Reduced |
| Buffington Mohr McNeal | 8,584 | $695.8K | 0.16% | −1,644−16.1% | Reduced |
| Investment Partners, Ltd. | 8,582 | $695.6K | 0.37% | −54−0.6% | Reduced |
| Camden Capital, LLC | 8,549 | $692.9K | 0.08% | +369+4.5% | Added |
| Profit Investment Management, LLC | 8,536 | $691.8K | 0.49% | −257−2.9% | Reduced |
| Viawealth, LLC | 8,533 | $691.6K | 0.51% | −325−3.7% | Reduced |
| Abacus Planning Group, Inc. | 8,529 | $691.2K | 0.17% | −171−2.0% | Reduced |
| Navalign, LLC | 8,524 | $690.8K | 0.26% | −448−5.0% | Reduced |
| Stansberry Asset Management, LLC | 8,516 | $690.2K | 0.12% | +8,516 | New |
| IFG Advisory, LLC | 8,514 | $690.1K | 0.06% | +8,514 | New |
| Simon Quick Advisors, LLC | 8,514 | $690.1K | 0.07% | +544+6.8% | Added |
| AIA Group Ltd | 8,488 | $688.0K | 0.03% | +8,488 | New |
| Cozad Asset Management Inc | 8,486 | $687.8K | 0.09% | −22,948−73.0% | Reduced |
| Sippican Capital Advisors | 8,481 | $687.4K | 0.63% | −2,665−23.9% | Reduced |
| Live Oak Investment Partners | – | $683.7K | 0.59% | – | – |
| Pinebridge Investments, L.P. | 8,425 | $682.8K | 0.01% | −1,450−14.7% | Reduced |
| Silverlake Wealth Management LLC | 8,407 | $681.4K | 0.38% | −6−0.1% | Reduced |
| Equitable Trust Co | 8,387 | $679.8K | 0.06% | +2,529+43.2% | Added |
| Successful Portfolios LLC | 8,383 | $679.5K | 0.60% | +8+0.1% | Added |
| Intrust Bank NA | 8,375 | $678.8K | 0.09% | −3,906−31.8% | Reduced |
| White Pine Capital LLC | 8,375 | $678.8K | 0.27% | −706−7.8% | Reduced |
| CoreFirst Bank & Trust | 8,373 | $678.6K | 0.48% | −84−1.0% | Reduced |
| Apexium Financial, LP | 8,368 | $678.2K | 0.07% | −483−5.5% | Reduced |
| Y.D. More Investments Ltd | 8,366 | $677.8K | 0.14% | −980−10.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 8,350 | $676.8K | 0.05% | +8,350 | New |
| LGL Partners, LLC | 8,325 | $674.7K | 0.12% | +1,492+21.8% | Added |
| Heritage Wealth Advisors | 8,319 | $674.3K | 0.04% | −204,713−96.1% | Reduced |
| Legacy Financial Advisors, Inc. | 8,287 | $671.6K | 0.13% | +1,236+17.5% | Added |
| Nikulski Financial, Inc. | 8,225 | $666.6K | 0.28% | −387−4.5% | Reduced |
| Founders Financial Alliance, LLC | 8,220 | $666.2K | 0.29% | −702−7.9% | Reduced |
| Enterprise Bank & Trust Co | 8,218 | $666.1K | 0.27% | −1,046−11.3% | Reduced |
| Harbor Investment Advisory, LLC | 8,200 | $664.6K | 0.09% | −766−8.5% | Reduced |
| Oxler Private Wealth LLC | 8,180 | $663.0K | 0.33% | −625−7.1% | Reduced |
| Unigestion Holding SA | 8,248 | $660.9K | 0.04% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 8,145 | $660.1K | 0.41% | −77−0.9% | Reduced |
| Prosperity Consulting Group, LLC | 8,129 | $658.9K | 0.30% | +1,165+16.7% | Added |
| Keystone Wealth Services, LLC | 8,055 | $652.9K | 0.25% | +103+1.3% | Added |
| Hedges Asset Management LLC | 8,050 | $652.5K | 0.57% | +2,390+42.2% | Added |
| Cornerstone National Bank & Trust Co | 8,044 | $652.0K | 0.40% | −114−1.4% | Reduced |
| Sonnipe Ltd | 8,034 | $651.2K | 0.09% | −369−4.4% | Reduced |
| Accredited Investors Inc. | 8,013 | $649.4K | 0.05% | −604−7.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,988 | $647.4K | 0.09% | +140+1.8% | Added |
| Etesian Wealth Advisors, Inc. | 7,983 | $647.0K | 0.44% | −1,539−16.2% | Reduced |
| Marino, Stram & Associates LLC | 7,975 | $646.4K | 0.19% | +496+6.6% | Added |
| Spectrum Wealth Advisory Group, LLC | 7,950 | $644.4K | 0.89% | +152+1.9% | Added |
| Valicenti Advisory Services Inc | 7,929 | $643.0K | 0.22% | −110−1.4% | Reduced |
| Finer Wealth Management, Inc. | 7,925 | $642.3K | 0.51% | −1,606−16.9% | Reduced |
| IVC Wealth Advisors LLC | 7,916 | $641.6K | 0.43% | −496−5.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,915 | $641.5K | 0.45% | +101+1.3% | Added |
| Gables Capital Management Inc. | 7,911 | $641.2K | 0.45% | −2,340−22.8% | Reduced |
| Berger Financial Group, Inc | 7,909 | $641.0K | 0.07% | −640−7.5% | Reduced |
| Baldwin Investment Management, LLC | 7,908 | $640.9K | 0.11% | +75+1.0% | Added |
| Foster Dykema Cabot & Co Inc | 7,895 | $640.0K | 0.08% | +195+2.5% | Added |
| Prestige Wealth Management Group LLC | 7,896 | $640.0K | 0.16% | +137+1.8% | Added |
| Main Street Financial Solutions, LLC | 7,894 | $639.8K | 0.09% | −1,104−12.3% | Reduced |
| Schulhoff & Co Inc | 7,890 | $639.5K | 0.32% | +81+1.0% | Added |
| Nicolet Bankshares Inc | 7,884 | $639.0K | 0.20% | −3,874−32.9% | Reduced |
| Weaver Consulting Group | 7,879 | $638.6K | 0.29% | +771+10.8% | Added |
| FirstPurpose Wealth LLC | 7,869 | $637.8K | 0.28% | −4−0.1% | Reduced |
| First Command Advisory Services, Inc. | 7,866 | $637.5K | 0.01% | +7,863+262,100.0% | Added |
| Eclectic Associates Inc | 7,865 | $637.4K | 0.32% | +1,417+22.0% | Added |
| Rocky Mountain Advisers, LLC | 7,858 | $636.9K | 0.31% | −18−0.2% | Reduced |
| Cooper Financial Group | 7,842 | $635.6K | 0.15% | −78−1.0% | Reduced |
| IMS Capital Management | 7,838 | $635.3K | 0.38% | −715−8.4% | Reduced |
| Ted Buchan & Co | 7,829 | $634.5K | 0.51% | −194−2.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,825 | $634.2K | 0.03% | +394+5.3% | Added |
| Wealth Advisory Solutions, LLC | 7,789 | $631.3K | 0.12% | +7,789 | New |
| Key Bridge Compliance, LLC | 7,789 | $631.3K | 0.20% | +7,789 | New |
| Aull & Monroe Investment Management Corp | 7,785 | $631.0K | 0.33% | −195−2.4% | Reduced |
| WESCAP Management Group, Inc. | 7,766 | $629.5K | 0.22% | −310−3.8% | Reduced |
| TrinityPoint Wealth, LLC | 7,764 | $629.3K | 0.13% | −15,529−66.7% | Reduced |
| Breakwater Capital Group | 7,760 | $629.1K | 0.22% | +683+9.7% | Added |
| Marietta Investment Partners LLC | 7,750 | $628.1K | 0.18% | −30−0.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,827 | $628.0K | 0.47% | +317+4.2% | Added |
| Worth Financial Advisory Group, LLC | 7,733 | $626.7K | 0.57% | −571−6.9% | Reduced |
| Kidder Stephen W | 7,675 | $622.1K | 0.22% | −6,975−47.6% | Reduced |
| Liberty Wealth Management LLC | 7,642 | $619.0K | 0.15% | −126−1.6% | Reduced |