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 |
|---|---|---|---|---|---|
| Tran Capital Management, L.P. | 5,787 | $469.0K | 0.06% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,768 | $467.5K | 0.09% | −167−2.8% | Reduced |
| Wellington Shields Capital Management, LLC | 5,764 | $467.2K | 0.06% | −192−3.2% | Reduced |
| Crawford Investment Counsel Inc | 5,761 | $466.9K | 0.01% | −158−2.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,759 | $466.8K | 0.38% | −1,754−23.3% | Reduced |
| Nichols & Pratt Advisers LLP | 5,757 | $466.6K | 0.04% | −2,125−27.0% | Reduced |
| Corundum Group, Inc. | 5,750 | $466.0K | 0.26% | −874−13.2% | Reduced |
| Addison Advisors LLC | 5,747 | $465.8K | 0.22% | +193+3.5% | Added |
| Athena Investment Management | 5,739 | $465.1K | 0.33% | 00.0% | Unchanged |
| Community Bank of Raymore | 5,732 | $464.6K | 0.22% | +1,120+24.3% | Added |
| Forza Wealth Management, LLC | 5,720 | $463.6K | 0.24% | −400−6.5% | Reduced |
| Twelve Points Wealth Management LLC | 5,714 | $463.1K | 0.23% | +327+6.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,710 | $462.8K | 0.08% | −1,630−22.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 5,705 | $462.4K | 0.48% | −50,441−89.8% | Reduced |
| Waterfront Wealth Inc. | 5,522 | $461.0K | 0.15% | −311−5.3% | Reduced |
| Johnson Financial Group, Inc. | 5,685 | $460.8K | 0.03% | −1,318−18.8% | Reduced |
| Golden State Equity Partners | 5,666 | $459.2K | 0.13% | −87−1.5% | Reduced |
| Bridgeworth, LLC | 5,656 | $458.4K | 0.05% | −51−0.9% | Reduced |
| Castle Rock Wealth Management, LLC | 5,565 | $458.4K | 0.15% | +175+3.2% | Added |
| Hutchinson Capital Management | 5,646 | $457.6K | 0.11% | +592+11.7% | Added |
| Tiemann Investment Advisors, LLC | 5,640 | $457.1K | 0.24% | −190−3.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,638 | $456.9K | 0.13% | −1,127−16.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,634 | $456.6K | 0.31% | −228−3.9% | Reduced |
| Echo Street Capital Management LLC | 5,633 | $456.6K | 0.00% | +2,334+70.7% | Added |
| TCI Wealth Advisors, Inc. | 5,620 | $455.5K | 0.06% | +428+8.2% | Added |
| Global Financial Private Client, LLC | 5,560 | $454.1K | 0.23% | −176−3.1% | Reduced |
| LSV Asset Management | 5,600 | $454.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 5,600 | $453.9K | 0.10% | +5,600 | New |
| Clean Yield Group | 5,349 | $453.9K | 0.20% | +1,000+23.0% | Added |
| Veracity Capital LLC | 5,599 | $453.8K | 0.21% | −554−9.0% | Reduced |
| Union Savings Bank | 5,591 | $453.1K | 0.28% | −285−4.9% | Reduced |
| Visionary Wealth Advisors | 5,589 | $453.0K | 0.04% | +24+0.4% | Added |
| Sentry LLC | 5,589 | $453.0K | 0.10% | −325−5.5% | Reduced |
| Carson Advisory Inc. | 5,588 | $452.9K | 0.40% | −80−1.4% | Reduced |
| American Money Management, LLC | 5,587 | $452.8K | 0.12% | −1,019−15.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,576 | $451.9K | 0.41% | −200−3.5% | Reduced |
| SkyOak Wealth, LLC | 5,573 | $451.7K | 0.13% | −820−12.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,560 | $450.6K | 0.16% | −6−0.1% | Reduced |
| Advisor OS, LLC | 5,539 | $449.0K | 0.07% | +123+2.3% | Added |
| Manchester Capital Management LLC | 5,522 | $447.6K | 0.07% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 5,501 | $445.9K | 0.05% | +267+5.1% | Added |
| Integrated Investment Consultants, LLC | 5,489 | $444.9K | 0.16% | −1,471−21.1% | Reduced |
| Financial Perspectives, Inc | 5,487 | $444.7K | 0.20% | −300−5.2% | Reduced |
| Aire Advisors, LLC | 5,486 | $444.6K | 0.12% | +191+3.6% | Added |
| Roman Butler Fullerton & Co | 5,268 | $444.4K | 0.21% | −203−3.7% | Reduced |
| Foster Group, Inc. | 5,479 | $444.1K | 0.03% | −573−9.5% | Reduced |
| Alhambra Investment Partners LLC | 5,479 | $444.0K | 0.29% | −625−10.2% | Reduced |
| United Community Bank | 5,470 | $443.3K | 0.22% | +370+7.3% | Added |
| Eqis Capital Management, Inc. | 5,469 | $443.3K | 0.05% | −3,985−42.2% | Reduced |
| S.E.E.D. Planning Group LLC | 5,468 | $443.2K | 0.17% | +385+7.6% | Added |
| Allstate Corp | 5,462 | $442.7K | 0.03% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 5,450 | $441.7K | 0.10% | +613+12.7% | Added |
| Saranac Partners Ltd | 5,450 | $441.7K | 0.25% | +285+5.5% | Added |
| Mark Stevens | 5,445 | $441.3K | 0.06% | −220−3.9% | Reduced |
| GFG Capital, LLC | 5,442 | $441.1K | 0.14% | −73−1.3% | Reduced |
| Probity Advisors, Inc. | 5,437 | $440.7K | 0.10% | +204+3.9% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 5,494 | $440.2K | 0.01% | −5,937−51.9% | Reduced |
| First National Bank Sioux Falls | 5,424 | $439.6K | 0.26% | −4,842−47.2% | Reduced |
| Trustmark National Bank Trust Department | 5,419 | $439.2K | 0.04% | −300−5.2% | Reduced |
| Waddell & Associates, LLC | 5,410 | $438.5K | 0.06% | +1,327+32.5% | Added |
| Relyea Zuckerberg Hanson LLC | 5,404 | $438.0K | 0.10% | +1,558+40.5% | Added |
| Delta Investment Management, LLC | 5,393 | $437.1K | 0.12% | −739−12.1% | Reduced |
| Capital Performance Advisors LLP | 5,391 | $436.9K | 0.22% | +2,189+68.4% | Added |
| Holderness Investments Co | 5,388 | $436.7K | 0.17% | −710−11.6% | Reduced |
| Argent Capital Management LLC | 5,380 | $436.0K | 0.02% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 5,373 | $435.5K | 0.10% | +400+8.0% | Added |
| Neumann Capital Management, LLC | 5,364 | $434.8K | 0.19% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 5,345 | $433.2K | 0.10% | −772−12.6% | Reduced |
| High Net Worth Advisory Group LLC | 5,336 | $432.5K | 0.17% | +118+2.3% | Added |
| Glass Jacobson Investment Advisors llc | 5,335 | $432.4K | 0.20% | −405−7.1% | Reduced |
| MQS Management LLC | 5,324 | $431.5K | 0.26% | +1,098+26.0% | Added |
| Burton Enright Welch | 5,316 | $430.9K | 0.13% | +1,094+25.9% | Added |
| Spinnaker Investment Group, LLC | 5,312 | $430.6K | 0.14% | −68−1.3% | Reduced |
| Bluesphere Advisors, LLC | 5,311 | $430.5K | 0.31% | −376−6.6% | Reduced |
| First Community Trust NA | 5,309 | $430.3K | 0.49% | −1,524−22.3% | Reduced |
| Mirador Capital Partners LP | 5,308 | $430.2K | 0.10% | +255+5.0% | Added |
| Old North State Trust, LLC | 5,298 | $429.0K | 0.33% | −300−5.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,292 | $428.9K | 0.08% | +44+0.8% | Added |
| Hemington Wealth Management | 5,288 | $428.0K | 0.20% | −119−2.2% | Reduced |
| Financial Advisory Corp | 5,273 | $427.0K | 0.20% | +9+0.2% | Added |
| L2 Asset Management, LLC | 207 | $426.5K | 0.20% | −4,521−95.6% | Reduced |
| Paulson Wealth Management Inc. | 5,257 | $426.1K | 0.15% | +2,979+130.8% | Added |
| United Bank | 5,242 | $424.9K | 0.06% | −61−1.2% | Reduced |
| Phocas Financial Corp. | 5,242 | $424.8K | 0.06% | −625−10.7% | Reduced |
| Prudent Man Advisors, LLC | 5,233 | $424.1K | 0.17% | −6,748−56.3% | Reduced |
| PDS Planning, Inc | 5,209 | $422.2K | 0.05% | −920−15.0% | Reduced |
| 626 Financial, LLC | 5,186 | $420.3K | 0.28% | −32−0.6% | Reduced |
| Summit Asset Management, LLC | 5,184 | $420.2K | 0.11% | +900+21.0% | Added |
| Stiles Financial Services Inc | 5,175 | $419.4K | 0.22% | −1,882−26.7% | Reduced |
| Pinnacle Bancorp, Inc. | 5,170 | $419.0K | 0.15% | −410−7.3% | Reduced |
| ProVise Management Group, LLC | 5,167 | $418.9K | 0.04% | +817+18.8% | Added |
| Agf Management Ltd | 5,157 | $418.0K | 0.00% | −18,058−77.8% | Reduced |
| Aureus Asset Management, LLC | 5,152 | $417.6K | 0.03% | −1,599−23.7% | Reduced |
| Waypoint Capital Advisors, LLC | 5,151 | $417.5K | 0.14% | +274+5.6% | Added |
| Davis Investment Partners, LLC | 5,170 | $416.6K | 0.22% | 00.0% | Unchanged |
| RFP Financial Group LLC | 5,139 | $416.5K | 0.18% | +245+5.0% | Added |
| Prosperity Financial Group, Inc. | 5,129 | $415.7K | 0.34% | −816−13.7% | Reduced |
| Oxford Financial Group Ltd | 5,126 | $415.5K | 0.04% | −1,893−27.0% | Reduced |
| WealthPLAN Partners, LLC | 5,123 | $415.2K | 0.05% | +647+14.5% | Added |
| First Financial Corp | 5,121 | $415.1K | 0.24% | +2,897+130.3% | Added |