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 |
|---|---|---|---|---|---|
| Lion Street Advisors, LLC | 5,118 | $414.9K | 0.14% | −676−11.7% | Reduced |
| Geller Advisors LLC | 5,108 | $414.0K | 0.05% | −737−12.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 51,078 | $414.0K | 0.12% | +45,970+900.0% | Added |
| Global Strategic Investment Solutions, LLC | 5,098 | $413.2K | 0.05% | −273−5.1% | Reduced |
| Ellis Investment Partners, LLC | 5,097 | $413.1K | 0.11% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,094 | $412.9K | 0.07% | −577−10.2% | Reduced |
| Presilium Private Wealth, LLC | 5,084 | $412.1K | 0.13% | +35+0.7% | Added |
| Safeguard Investment Advisory Group, LLC | 5,081 | $411.8K | 0.18% | +143+2.9% | Added |
| 1620 Investment Advisors, Inc. | 5,074 | $411.2K | 0.48% | +90+1.8% | Added |
| Copperwynd Financial, LLC | 5,032 | $407.8K | 0.19% | +174+3.6% | Added |
| Icon Wealth Partners, LLC | 5,029 | $407.6K | 0.05% | −6,079−54.7% | Reduced |
| EFG Asset Management (North America) Corp. | 5,025 | $407.4K | 0.10% | −3,242−39.2% | Reduced |
| Financial Designs Corp | 5,025 | $407.3K | 0.31% | +5,025 | New |
| Avestar Capital, LLC | 5,023 | $407.1K | 0.06% | −319−6.0% | Reduced |
| Marks Group Wealth Management, Inc | 5,014 | $406.4K | 0.05% | +755+17.7% | Added |
| PSI Advisors, LLC | 5,013 | $406.3K | 0.18% | −385−7.1% | Reduced |
| Meritas Wealth Management, LLC | 5,010 | $406.1K | 0.31% | −50−1.0% | Reduced |
| Per Stirling Capital Management, LLC. | 4,995 | $404.8K | 0.08% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 4,992 | $404.6K | 0.18% | −380−7.1% | Reduced |
| InTrack Investment Management Inc | 4,950 | $401.2K | 0.35% | −3,554−41.8% | Reduced |
| Grace & White Inc | 4,950 | $401.2K | 0.07% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 4,946 | $400.8K | 0.09% | −755−13.2% | Reduced |
| Avenir Corp | 4,940 | $400.4K | 0.04% | −1,380−21.8% | Reduced |
| TRUE Private Wealth Advisors | 4,939 | $400.3K | 0.06% | +288+6.2% | Added |
| Kathmere Capital Management, LLC | 4,937 | $400.1K | 0.06% | +411+9.1% | Added |
| Smith Chas P & Associates Pa Cpas | 4,937 | $400.0K | 0.03% | −3,600−42.2% | Reduced |
| Integral Investment Advisors, Inc. | 4,928 | $399.4K | 0.28% | +124+2.6% | Added |
| Parkside Financial Bank & Trust | 4,928 | $399.4K | 0.09% | −246−4.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,925 | $399.2K | 0.22% | −190−3.7% | Reduced |
| Litman Gregory Asset Management LLC | 4,923 | $399.0K | 0.04% | +4,923 | New |
| Paragon Private Wealth Management, LLC | 4,919 | $398.7K | 0.33% | −147−2.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,916 | $398.4K | 0.19% | +31+0.6% | Added |
| Hendley & Co Inc | 4,910 | $398.0K | 0.16% | −230−4.5% | Reduced |
| Canvas Wealth Advisors, LLC | 4,812 | $397.7K | 0.16% | +90+1.9% | Added |
| Sax Wealth Advisors, LLC | 4,905 | $397.5K | 0.08% | −22−0.4% | Reduced |
| Alta Advisers Ltd | 4,900 | $397.1K | 0.23% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 4,881 | $395.6K | 0.19% | −6,312−56.4% | Reduced |
| First National Advisers, LLC | 4,879 | $395.4K | 0.18% | +4,879 | New |
| Sigma Investment Counselors Inc | 4,877 | $395.3K | 0.03% | +64+1.3% | Added |
| Schrum Private Wealth Management LLC | 4,871 | $394.8K | 0.45% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 4,867 | $394.4K | 0.05% | +722+17.4% | Added |
| Viewpoint Capital Management LLC | 4,859 | $393.8K | 0.31% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 4,853 | $393.3K | 0.01% | +53+1.1% | Added |
| Acropolis Investment Management, LLC | 4,847 | $392.8K | 0.03% | −5,647−53.8% | Reduced |
| Wealth Architects, LLC | 4,841 | $392.4K | 0.07% | +406+9.2% | Added |
| South Street Advisors LLC | 4,832 | $391.6K | 0.08% | 00.0% | Unchanged |
| Reik & Co., LLC | 4,832 | $391.6K | 0.11% | +700+16.9% | Added |
| Wealth Advisors of Iowa, LLC | 4,830 | $391.5K | 0.28% | +36+0.8% | Added |
| Lakeview Capital Partners, LLC | 4,813 | $390.1K | 0.08% | −4,830−50.1% | Reduced |
| TFG Advisers LLC | 4,813 | $390.1K | 0.18% | −1,368−22.1% | Reduced |
| Royal Fund Management, LLC | 4,767 | $386.4K | 0.06% | +431+9.9% | Added |
| Bank of New Hampshire | 4,755 | $385.4K | 0.12% | −2,682−36.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,752 | $385.1K | 0.11% | +143+3.1% | Added |
| Heron Bay Capital Management | 4,750 | $385.0K | 0.10% | 00.0% | Unchanged |
| Petix & Botte Co | 4,740 | $384.2K | 0.12% | −370−7.2% | Reduced |
| MJP Associates Inc | 4,739 | $384.0K | 0.11% | +895+23.3% | Added |
| Redhawk Wealth Advisors, Inc. | 4,732 | $383.5K | 0.13% | +210+4.6% | Added |
| Systematic Alpha Investments, LLC | 4,731 | $383.4K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 4,727 | $383.1K | 0.10% | −8−0.2% | Reduced |
| Salomon & Ludwin, LLC | 4,726 | $383.0K | 0.04% | −121−2.5% | Reduced |
| Fca Corp | 4,698 | $380.8K | 0.14% | +8+0.2% | Added |
| F/M Investments LLC | 4,418 | $379.5K | 0.28% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 4,666 | $378.1K | 0.06% | −7,489−61.6% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 4,643 | $376.3K | 0.35% | +269+6.1% | Added |
| Horan Capital Advisors, LLC. | 4,632 | $375.4K | 0.15% | −130−2.7% | Reduced |
| Chelsea Counsel Co | 4,607 | $373.4K | 0.19% | −210−4.4% | Reduced |
| Oxinas Partners Wealth Management LLC | 4,601 | $372.9K | 0.28% | −81−1.7% | Reduced |
| Armstrong Advisory Group, Inc | 4,598 | $372.7K | 0.04% | −463−9.1% | Reduced |
| Sendero Wealth Management, LLC | 4,560 | $369.6K | 0.08% | 00.0% | Unchanged |
| Little House Capital LLC | 4,555 | $369.1K | 0.15% | −119−2.5% | Reduced |
| First Commonwealth Financial Corp | 4,552 | $368.9K | 0.12% | −8,495−65.1% | Reduced |
| Botty Investors LLC | 4,550 | $368.8K | 0.14% | −1,335−22.7% | Reduced |
| Polaris Wealth Advisory Group, LLC | 4,543 | $368.2K | 0.03% | −4,812−51.4% | Reduced |
| Kingfisher Capital LLC | 4,525 | $367.0K | 0.10% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 4,526 | $366.8K | 0.24% | +134+3.1% | Added |
| MPS Loria Financial Planners, LLC | 4,518 | $366.2K | 0.14% | −19−0.4% | Reduced |
| Farmers Trust Co | 4,517 | $366.1K | 0.08% | −344−7.1% | Reduced |
| Ironwood Financial, llc | 4,513 | $365.8K | 0.10% | +62+1.4% | Added |
| Hall Kathryn A. | 4,504 | $365.0K | 0.12% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 4,494 | $364.2K | 0.11% | −1,998−30.8% | Reduced |
| E&G Advisors, LP | 4,485 | $363.5K | 0.13% | −117−2.5% | Reduced |
| Venturi Wealth Management, LLC | 4,482 | $363.3K | 0.03% | −476−9.6% | Reduced |
| Crescent Sterling, Ltd. | 4,480 | $363.1K | 0.38% | −1,261−22.0% | Reduced |
| Gateway Wealth Partners, LLC | 4,480 | $363.1K | 0.07% | +9+0.2% | Added |
| Shulman DeMeo Asset Management LLC | 4,470 | $362.3K | 0.12% | −543−10.8% | Reduced |
| Retirement Income Solutions, Inc | 4,467 | $362.1K | 0.10% | −160−3.5% | Reduced |
| Aprio Wealth Management, LLC | 4,456 | $361.2K | 0.10% | +309+7.5% | Added |
| Monetary Management Group Inc | 4,450 | $360.7K | 0.12% | −750−14.4% | Reduced |
| Mainsail Financial Group, LLC | 4,415 | $360.5K | 0.33% | +86+2.0% | Added |
| IFG Advisors, LLC | 4,448 | $360.5K | 0.13% | +119+2.7% | Added |
| Traynor Capital Management, Inc. | 4,445 | $360.2K | 0.05% | +762+20.7% | Added |
| Atlas Private Wealth Advisors | 4,434 | $359.4K | 0.07% | −500−10.1% | Reduced |
| VisionPoint Advisory Group, LLC | 4,428 | $358.9K | 0.15% | +2,413+119.8% | Added |
| Financial Security Advisor, Inc. | 4,425 | $358.7K | 0.16% | +4,425 | New |
| Paragon Capital Management Ltd | 4,425 | $358.7K | 0.08% | +263+6.3% | Added |
| Allegheny Financial Group LTD | 4,424 | $358.6K | 0.13% | +351+8.6% | Added |
| ICA Group Wealth Management, LLC | 4,408 | $357.5K | 0.10% | +109+2.5% | Added |
| LVZ Advisors, Inc. | 4,405 | $357.0K | 0.06% | −1,033−19.0% | Reduced |
| Second Half Financial Partners, LLC | 4,401 | $356.7K | 0.18% | +33+0.8% | Added |
| Merriman Wealth Management, LLC | 4,389 | $355.7K | 0.02% | +1,225+38.7% | Added |