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 |
|---|---|---|---|---|---|
| Cornell Pochily Investment Advisors, Inc. | 6,668 | $540.5K | 0.24% | +159+2.4% | Added |
| Pacific Sun Financial Corp | 6,659 | $539.7K | 0.37% | +282+4.4% | Added |
| Grove Bank & Trust | 6,637 | $537.9K | 0.11% | −806−10.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,618 | $536.4K | 0.43% | +137+2.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,618 | $536.4K | 0.26% | 00.0% | Unchanged |
| Quent Capital, LLC | 6,616 | $536.2K | 0.08% | −1,422−17.7% | Reduced |
| Perpetual Ltd | 6,615 | $536.1K | 0.01% | +1,884+39.8% | Added |
| Coastwise Capital Group, LLC | 6,603 | $535.2K | 0.61% | +392+6.3% | Added |
| Chemung Canal Trust Co | 6,596 | $534.6K | 0.12% | −3,917−37.3% | Reduced |
| American Financial Advisors, LLC | 6,590 | $534.1K | 0.08% | −200−2.9% | Reduced |
| Aries Wealth Management | 6,231 | $534.1K | 0.21% | −4,091−39.6% | Reduced |
| First Heartland Consultants, Inc. | 6,583 | $534.0K | 0.07% | −64−1.0% | Reduced |
| Palogic Value Management, L.P. | 6,581 | $533.4K | 0.26% | +204+3.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,565 | $532.1K | 0.05% | −346−5.0% | Reduced |
| Sheets Smith Wealth Management | 6,558 | $531.5K | 0.08% | −107−1.6% | Reduced |
| Genus Capital Management Inc. | 6,551 | $531.0K | 0.08% | +6,551 | New |
| LaFleur & Godfrey LLC | 6,547 | $530.6K | 0.08% | −500−7.1% | Reduced |
| Aaron Wealth Advisors | 6,546 | $530.6K | 0.07% | +530+8.8% | Added |
| Mystic Asset Management, Inc. | 6,543 | $530.3K | 0.30% | −2,320−26.2% | Reduced |
| Fairfield, Bush & Co. | 6,534 | $529.6K | 0.35% | −10,650−62.0% | Reduced |
| St. Johns Investment Management Company, LLC | 6,530 | $529.3K | 0.30% | −791−10.8% | Reduced |
| Financial Management Network Inc | 6,671 | $529.2K | 0.18% | +6,671 | New |
| Kozak & Associates, Inc. | 6,378 | $529.0K | 0.19% | −2,324−26.7% | Reduced |
| WealthTrust Axiom LLC | 6,507 | $527.4K | 0.19% | −230−3.4% | Reduced |
| Relative Value Partners Group, LLC | 6,506 | $527.3K | 0.04% | +6,506 | New |
| Global Trust Asset Management, LLC | 6,506 | $527.3K | 0.25% | −847−11.5% | Reduced |
| Gleason Group, Inc. | 6,498 | $526.7K | 0.14% | −49−0.7% | Reduced |
| Valley National Advisers Inc | 6,492 | $526.0K | 0.09% | −324−4.8% | Reduced |
| Hunter Associates Investment Management LLC | 6,483 | $525.0K | 0.11% | −34,207−84.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,465 | $524.0K | 0.06% | −257−3.8% | Reduced |
| Landaas & Co | 6,455 | $523.0K | 0.23% | −768−10.6% | Reduced |
| Ameliora Wealth Management Ltd. | 6,425 | $520.7K | 0.31% | +108+1.7% | Added |
| Berkeley Capital Partners, LLC | 6,417 | $520.1K | 0.19% | +82+1.3% | Added |
| Eagle Capital Management LLC | 6,397 | $518.5K | 0.00% | −1,222−16.0% | Reduced |
| Twin Lakes Capital Management, LLC | 6,395 | $518.3K | 0.38% | 00.0% | Unchanged |
| Community Trust & Investment Co | 6,368 | $516.1K | 0.04% | −165,845−96.3% | Reduced |
| Vident Advisory, LLC | 6,368 | $516.1K | 0.02% | +6,368 | New |
| Fidelis Capital Partners, LLC | 6,344 | $515.9K | 0.18% | −755−10.6% | Reduced |
| Legacy Bridge, LLC | 6,346 | $514.3K | 0.37% | −250−3.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,333 | $513.3K | 0.05% | −667−9.5% | Reduced |
| Patten Group, Inc. | 6,319 | $512.2K | 0.15% | −624−9.0% | Reduced |
| Barton Investment Management | 6,289 | $509.7K | 0.08% | −265−4.0% | Reduced |
| Investment House LLC | 6,275 | $508.6K | 0.04% | −70,998−91.9% | Reduced |
| Kampmann Melissa S. | 6,265 | $507.8K | 0.49% | +6,265 | New |
| Bray Capital Advisors | 6,258 | $507.2K | 0.15% | −150−2.3% | Reduced |
| AlphaCore Capital LLC | 6,245 | $506.2K | 0.08% | +720+13.0% | Added |
| Sabal Trust CO | 6,231 | $505.0K | 0.03% | −199−3.1% | Reduced |
| Mechanics Bank Trust Department | 6,215 | $503.7K | 0.08% | −4,769−43.4% | Reduced |
| Milestone Asset Management, LLC | 6,154 | $502.6K | 0.18% | −10.0% | Reduced |
| Virtue Capital Management, LLC | 5,574 | $500.5K | 0.09% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 6,171 | $500.2K | 0.29% | +2,559+70.8% | Added |
| Spinnaker Trust | 6,166 | $499.8K | 0.04% | −61−1.0% | Reduced |
| Lifeworks Advisors, LLC | 6,166 | $499.8K | 0.20% | −33−0.5% | Reduced |
| Nebula Research & Development LLC | 6,151 | $498.5K | 0.26% | +6,151 | New |
| Wilkins Investment Counsel Inc | 6,132 | $497.0K | 0.13% | +332+5.7% | Added |
| Signature Wealth Management Partners, LLC | 6,130 | $496.8K | 0.49% | −2,016−24.7% | Reduced |
| Mathes Company, Inc. | 6,115 | $496.0K | 0.23% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 6,117 | $495.8K | 0.09% | +568+10.2% | Added |
| Mainstay Capital Management LLC | 6,114 | $495.5K | 0.10% | −1,360−18.2% | Reduced |
| Detalus Advisors, LLC | 6,102 | $494.5K | 0.23% | −355−5.5% | Reduced |
| Summit Financial Strategies, Inc. | 6,089 | $493.5K | 0.09% | −463−7.1% | Reduced |
| KG&L Capital Management,LLC | 6,073 | $492.4K | 0.24% | −505−7.7% | Reduced |
| Intrua Financial, LLC | 6,074 | $492.3K | 0.09% | +317+5.5% | Added |
| Apella Capital, LLC | 6,064 | $491.5K | 0.03% | −89−1.4% | Reduced |
| WP Advisors, LLC | 6,058 | $491.0K | 0.20% | +250+4.3% | Added |
| Keeley-Teton Advisors, LLC | 6,039 | $489.5K | 0.07% | 00.0% | Unchanged |
| Truepoint, Inc. | 6,039 | $489.5K | 0.02% | +3,434+131.8% | Added |
| Grandview Asset Management LLC | 6,016 | $488.0K | 0.28% | +6,016 | New |
| Kensington Investment Counsel, LLC | 6,016 | $487.6K | 0.30% | +151+2.6% | Added |
| Huber Capital Management LLC | 6,000 | $486.3K | 0.11% | −2,100−25.9% | Reduced |
| Regents of the University of California | 6,000 | $486.3K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,988 | $485.3K | 0.04% | +761+14.6% | Added |
| Harvey Investment Co LLC | 5,988 | $485.0K | 0.06% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 5,984 | $485.0K | 0.29% | −600−9.1% | Reduced |
| Mason & Associates Inc | 5,982 | $484.9K | 0.16% | −100−1.6% | Reduced |
| Baystate Wealth Management LLC | 5,975 | $484.3K | 0.04% | −100−1.6% | Reduced |
| Plancorp, LLC | 5,970 | $483.9K | 0.03% | +637+11.9% | Added |
| Whitener Capital Management, Inc. | 5,969 | $483.8K | 0.19% | −366−5.8% | Reduced |
| Altus Wealth Group LLC | 5,958 | $482.9K | 0.31% | +67+1.1% | Added |
| First Pacific Financial | 5,957 | $482.8K | 0.22% | −223−3.6% | Reduced |
| Kapstone Financial Advisors LLC | 5,955 | $482.7K | 0.43% | −277−4.4% | Reduced |
| Strategic Financial Services, Inc, | 5,948 | $482.0K | 0.04% | −5,104−46.2% | Reduced |
| Flynn Zito Capital Management, LLC | 5,944 | $481.8K | 0.34% | +5+0.1% | Added |
| Seneca Financial Advisors LLC | 5,924 | $480.1K | 0.33% | +2,685+82.9% | Added |
| Elevated Capital Advisors, LLC | 5,922 | $480.0K | 0.16% | +1,480+33.3% | Added |
| Drive Wealth Management, LLC | 5,897 | $478.0K | 0.17% | −66−1.1% | Reduced |
| Westwood Wealth Management | 5,890 | $477.4K | 0.37% | −1,600−21.4% | Reduced |
| Blue Edge Capital, LLC | 5,884 | $476.9K | 0.10% | 00.0% | Unchanged |
| Morton Capital Management LLC | 5,884 | $476.9K | 0.17% | +349+6.3% | Added |
| Grant/GrossMendelsohn, LLC | 5,878 | $476.4K | 0.21% | −25−0.4% | Reduced |
| Acorn Financial Advisory Services Inc | 5,872 | $476.3K | 0.09% | +77+1.3% | Added |
| Greenfield Savings Bank | 5,876 | $476.3K | 0.30% | −777−11.7% | Reduced |
| Pacific Center for Financial Services | 5,868 | $475.6K | 0.16% | +1,813+44.7% | Added |
| Westbourne Investment Advisors, Inc. | 5,856 | $475.0K | 0.22% | −587−9.1% | Reduced |
| Palisade Asset Management, LLC | 5,858 | $474.8K | 0.06% | +1,329+29.3% | Added |
| BCJ Capital Management, LLC | 5,856 | $474.6K | 0.04% | +1,592+37.3% | Added |
| Fulton Breakefield Broenniman LLC | 5,847 | $473.9K | 0.04% | −1,186−16.9% | Reduced |
| SP Asset Management LLC | 5,842 | $473.5K | 0.05% | +1,502+34.6% | Added |
| Diversified, LLC | 5,802 | $470.3K | 0.12% | −226−3.7% | Reduced |
| Kesler, Norman & Wride, LLC | 5,791 | $469.3K | 0.12% | +705+13.9% | Added |