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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 7,598 | $615.8K | 0.07% | +1,604+26.8% | Added |
| Old Port Advisors | 7,597 | $615.7K | 0.22% | +7,597 | New |
| Chicago Capital, LLC | 7,594 | $615.5K | 0.03% | −594−7.3% | Reduced |
| Davis-Rea Ltd. | 7,577 | $614.1K | 0.33% | −1,143−13.1% | Reduced |
| Chicago Partners Investment Group LLC | 7,389 | $614.0K | 0.03% | +126+1.7% | Added |
| Armstrong, Fleming & Moore, Inc | 7,566 | $613.2K | 0.59% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,565 | $613.1K | 0.16% | −941−11.1% | Reduced |
| iA Global Asset Management Inc. | 7,553 | $612.0K | 0.02% | +7,553 | New |
| Tompkins Financial Corp | 7,519 | $609.4K | 0.10% | −162−2.1% | Reduced |
| Beacon Investment Advisors LLC | 7,514 | $609.0K | 0.43% | −298−3.8% | Reduced |
| Proffitt & Goodson Inc | 7,513 | $608.9K | 0.12% | −218−2.8% | Reduced |
| Central Bank & Trust Co | 7,504 | $608.2K | 0.11% | −443−5.6% | Reduced |
| Amplius Wealth Advisors, LLC | 7,503 | $608.1K | 0.08% | −325−4.2% | Reduced |
| V Wealth Advisors LLC | 7,470 | $605.4K | 0.49% | −3,059−29.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,469 | $605.4K | 0.34% | +1,226+19.6% | Added |
| Arnhold LLC | 7,464 | $605.0K | 0.07% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 7,455 | $604.2K | 0.27% | −325−4.2% | Reduced |
| Goldstein Advisors, LLC | 7,438 | $602.9K | 0.13% | −333−4.3% | Reduced |
| Excalibur Management Corp | 7,423 | $601.6K | 0.31% | +1,143+18.2% | Added |
| DeDora Capital, Inc. | 7,420 | $601.4K | 0.24% | +113+1.5% | Added |
| Rosenbaum Jay D. | 7,407 | $600.3K | 1.01% | −245−3.2% | Reduced |
| Saybrook Capital | 7,400 | $600.0K | 0.18% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 7,401 | $599.8K | 0.27% | +124+1.7% | Added |
| Matrix Private Capital Group LLC | 7,400 | $599.8K | 0.45% | −44−0.6% | Reduced |
| Valmark Advisers, Inc. | 7,385 | $598.6K | 0.01% | +213+3.0% | Added |
| Beacon Financial Group | 7,136 | $597.0K | 0.08% | +331+4.9% | Added |
| Hall Private Wealth Advisors | 7,365 | $596.9K | 0.40% | −180−2.4% | Reduced |
| Advisory Alpha, LLC | 7,362 | $596.7K | 0.03% | +1,208+19.6% | Added |
| West Paces Advisors Inc. | 7,362 | $596.7K | 0.19% | −411−5.3% | Reduced |
| Aspen Wealth Strategies, LLC | 7,348 | $595.6K | 0.46% | +92+1.3% | Added |
| Dudley Capital Management, LLC | 7,331 | $594.2K | 0.42% | −585−7.4% | Reduced |
| StrategIQ Financial Group, LLC | 7,327 | $593.8K | 0.07% | −249−3.3% | Reduced |
| Lake Street Financial LLC | 7,410 | $593.8K | 0.11% | +528+7.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,320 | $593.3K | 0.29% | −171−2.3% | Reduced |
| JT Stratford LLC | 7,316 | $593.0K | 0.15% | −2,285−23.8% | Reduced |
| Ledyard National Bank | 7,313 | $592.7K | 0.07% | +589+8.8% | Added |
| LCM Capital Management Inc | 7,254 | $587.9K | 0.48% | +669+10.2% | Added |
| Youngs Advisory Group, Inc. | 7,249 | $587.5K | 0.32% | −60−0.8% | Reduced |
| Missouri Trust & Investment Co | 7,247 | $587.4K | 0.26% | −701−8.8% | Reduced |
| Navellier & Associates Inc | 7,241 | $586.9K | 0.10% | +4,813+198.2% | Added |
| Sterling Investment Advisors, Ltd. | 7,239 | $586.8K | 0.20% | −1,276−15.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 7,237 | $586.6K | 0.11% | −38−0.5% | Reduced |
| Caxton Associates LP | 7,230 | $586.0K | 0.08% | −9,391−56.5% | Reduced |
| McDonough Capital Management, Inc | 7,211 | $585.3K | 0.55% | −1,359−15.9% | Reduced |
| United Bank | 7,220 | $585.2K | 0.35% | −775−9.7% | Reduced |
| Farther Finance Advisors, LLC | 7,211 | $584.5K | 0.09% | +2,644+57.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 36,370 | $583.2K | 0.07% | +18,153+99.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 7,192 | $582.9K | 0.12% | +147+2.1% | Added |
| Oak Asset Management, LLC | 7,187 | $582.5K | 0.25% | 00.0% | Unchanged |
| PFG Advisors | 7,123 | $577.3K | 0.05% | −1,285−15.3% | Reduced |
| Providence Wealth Advisors, LLC | 7,082 | $576.7K | 0.64% | −580−7.6% | Reduced |
| Triumph Capital Management | 7,114 | $576.5K | 0.26% | +2,755+63.2% | Added |
| Pine Haven Investment Counsel, Inc | 7,086 | $574.3K | 0.60% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 7,080 | $573.8K | 1.00% | +150+2.2% | Added |
| McKinley Carter Wealth Services, Inc. | 7,068 | $572.9K | 0.05% | −266−3.6% | Reduced |
| Centurion Wealth Management LLC | 7,068 | $572.8K | 0.28% | +1,139+19.2% | Added |
| BBR Partners, LLC | 7,046 | $571.1K | 0.06% | +325+4.8% | Added |
| River Street Advisors LLC | 7,044 | $570.9K | 0.54% | +1,144+19.4% | Added |
| Beacon Financial Advisory LLC | 7,023 | $569.2K | 0.31% | +1,670+31.2% | Added |
| Vicus Capital | 7,017 | $568.7K | 0.06% | +927+15.2% | Added |
| Comerica Securities,inc. | 7,015 | $568.6K | 0.05% | −506−6.7% | Reduced |
| One River Asset Management, LLC | 7,084 | $567.6K | 0.26% | +937+15.2% | Added |
| Black Swift Group, LLC | 7,000 | $567.4K | 0.19% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 6,999 | $567.3K | 0.07% | −107−1.5% | Reduced |
| MGO Private Wealth, LLC | 6,993 | $566.8K | 0.42% | +632+9.9% | Added |
| Peddock Capital Advisors, LLC | 6,987 | $566.3K | 0.19% | −1,250−15.2% | Reduced |
| Chatham Capital Group, Inc. | 6,980 | $565.7K | 0.13% | −406−5.5% | Reduced |
| Cape Ann Savings Bank | 6,978 | $565.6K | 0.40% | −225−3.1% | Reduced |
| Resource Consulting Group Inc | 6,951 | $563.4K | 0.11% | −2,661−27.7% | Reduced |
| Cypress Asset Management Inc | 6,935 | $562.1K | 0.19% | −4,536−39.5% | Reduced |
| RVW Wealth, LLC | 6,934 | $562.0K | 0.07% | −356−4.9% | Reduced |
| Acorn Wealth Advisors, LLC | 6,914 | $560.4K | 0.37% | +40+0.6% | Added |
| Cedar Brook Financial Partners, LLC | 6,904 | $559.6K | 0.15% | −655−8.7% | Reduced |
| Platform Technology Partners | 6,897 | $559.0K | 0.26% | −5,639−45.0% | Reduced |
| Zacks Investment Management | 6,883 | $557.9K | 0.01% | −117,023−94.4% | Reduced |
| Balentine LLC | 6,879 | $557.6K | 0.02% | +830+13.7% | Added |
| PBMares Wealth Management LLC | 6,876 | $557.3K | 0.20% | −233−3.3% | Reduced |
| Indiana Trust & Investment Management CO | 6,867 | $556.6K | 0.28% | −1,158−14.4% | Reduced |
| Masso Torrence Wealth Management Inc. | 6,863 | $556.2K | 0.43% | +1,020+17.5% | Added |
| Dumont & Blake Investment Advisors LLC | 6,861 | $556.0K | 0.19% | −118−1.7% | Reduced |
| NCM Capital Management, LLC | 6,859 | $555.9K | 0.40% | −220−3.1% | Reduced |
| Wellspring Financial Advisors, LLC | 6,846 | $554.9K | 0.16% | +92+1.4% | Added |
| Wallace Advisory Group, LLC | 6,211 | $554.5K | 0.40% | +115+1.9% | Added |
| Edge Capital Group, LLC | 6,818 | $552.6K | 0.04% | +765+12.6% | Added |
| Peoples Financial Services Corp. | 6,786 | $550.0K | 0.26% | −100−1.5% | Reduced |
| Principal Street Partners, LLC | 6,782 | $549.7K | 0.11% | −1,242−15.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,775 | $549.1K | 0.15% | −361−5.1% | Reduced |
| Change Path, LLC | 6,770 | $549.0K | 0.04% | −17,510−72.1% | Reduced |
| Hardy Reed LLC | 6,767 | $548.5K | 0.10% | −359−5.0% | Reduced |
| Hohimer Wealth Management, LLC | 6,762 | $548.1K | 0.16% | −302−4.3% | Reduced |
| GW Henssler & Associates Ltd | 6,752 | $547.3K | 0.04% | +240+3.7% | Added |
| Formidable Asset Management, LLC | 6,750 | $547.1K | 0.12% | +159+2.4% | Added |
| FourThought Financial Partners, LLC | 6,739 | $546.2K | 0.08% | +954+16.5% | Added |
| Soltis Investment Advisors LLC | 6,735 | $545.8K | 0.07% | −166−2.4% | Reduced |
| Annex Advisory Services, LLC | 6,709 | $543.8K | 0.03% | −743−10.0% | Reduced |
| 9258 Wealth Management, LLC | 6,707 | $543.6K | 0.11% | −293−4.2% | Reduced |
| KC Investment Advisors, LLC | 6,698 | $542.9K | 0.35% | +2,770+70.5% | Added |
| James Investment Research Inc | 6,685 | $541.8K | 0.07% | −152−2.2% | Reduced |
| Citizens & Northern Corp | 6,683 | $541.7K | 0.22% | −72−1.1% | Reduced |
| Bridgewater Associates, LP | 6,673 | $540.8K | 0.00% | −1,724−20.5% | Reduced |