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 |
|---|---|---|---|---|---|
| Invesco, LLC | 4,381 | $355.0K | 0.18% | +66+1.5% | Added |
| West Family Investments, Inc. | 4,379 | $354.9K | 0.12% | +4,379 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,370 | $354.2K | 0.00% | −65−1.5% | Reduced |
| LifeSteps Financial, Inc. | 4,360 | $353.4K | 0.36% | −269−5.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 4,342 | $351.9K | 0.23% | −83−1.9% | Reduced |
| Evanson Asset Management, LLC | 4,341 | $351.9K | 0.03% | −306−6.6% | Reduced |
| Source Financial Advisors LLC | 4,336 | $351.4K | 0.12% | +78+1.8% | Added |
| Guyasuta Investment Advisors Inc | 4,336 | $351.4K | 0.03% | +18+0.4% | Added |
| Fortis Advisors, LLC | 4,322 | $350.3K | 0.26% | −1,000−18.8% | Reduced |
| Crescent Grove Advisors, LLC | 4,304 | $348.9K | 0.04% | +100+2.4% | Added |
| Montis Financial, LLC | 4,303 | $348.8K | 0.23% | −3,013−41.2% | Reduced |
| Orca Investment Management, LLC | 4,299 | $348.4K | 0.39% | +120+2.9% | Added |
| Manchester Financial Inc | 4,296 | $348.2K | 0.10% | −203−4.5% | Reduced |
| Syon Capital LLC | 4,295 | $348.1K | 0.04% | +4,295 | New |
| Pecaut & Co. | 4,288 | $347.6K | 0.15% | −348−7.5% | Reduced |
| Cannon Financial Strategists, Inc. | 4,287 | $347.5K | 0.09% | +55+1.3% | Added |
| Glen Eagle Advisors, LLC | 4,283 | $347.1K | 0.08% | −168−3.8% | Reduced |
| First National Bank | 4,272 | $346.3K | 0.30% | −55−1.3% | Reduced |
| Cairn Investment Group, Inc. | 4,270 | $346.0K | 0.23% | 00.0% | Unchanged |
| Security Financial Services, INC. | 4,220 | $342.0K | 0.10% | −1,031−19.6% | Reduced |
| Pacific Sage Partners, LLC | 4,214 | $341.5K | 0.10% | 00.0% | Unchanged |
| Exchange Bank | 4,208 | $341.1K | 0.33% | +270+6.9% | Added |
| Lineweaver Wealth Advisors, LLC | 4,203 | $340.8K | 0.10% | +1,776+73.2% | Added |
| Angeles Investment Advisors, LLC | 4,202 | $340.6K | 0.03% | +58+1.4% | Added |
| Wealth Management Associates, Inc. | 4,198 | $340.2K | 0.20% | +55+1.3% | Added |
| Column Capital Advisors, LLC | 4,181 | $338.9K | 0.05% | +613+17.2% | Added |
| Monograph Wealth Advisors, LLC | 4,173 | $338.3K | 0.07% | −6−0.1% | Reduced |
| Crabel Capital Management, LLC | 4,173 | $338.0K | 0.27% | +4,173 | New |
| Wittenberg Investment Management, Inc. | 4,168 | $337.8K | 0.12% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 4,162 | $337.4K | 0.13% | +664+19.0% | Added |
| Stockman Wealth Management, Inc. | 4,161 | $337.3K | 0.07% | +94+2.3% | Added |
| Revolve Wealth Partners, LLC | 4,159 | $337.1K | 0.08% | +501+13.7% | Added |
| Amica Retiree Medical Trust | 4,164 | $337.0K | 0.40% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 4,157 | $337.0K | 0.01% | −280−6.3% | Reduced |
| Gemmer Asset Management LLC | 4,155 | $336.7K | 0.05% | +36+0.9% | Added |
| Wealthquest Corp | 4,143 | $335.8K | 0.04% | −141−3.3% | Reduced |
| New World Advisors LLC | 4,127 | $334.5K | 0.12% | +798+24.0% | Added |
| Michael S. Ryan, Inc. | 4,090 | $333.7K | 0.32% | +472+13.0% | Added |
| MTM Investment Management, LLC | 4,114 | $333.4K | 0.17% | −258−5.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,110 | $333.1K | 0.15% | +537+15.0% | Added |
| Somerset Trust Co | 4,100 | $332.3K | 0.15% | −5−0.1% | Reduced |
| Fairview Capital Investment Management, LLC | 4,093 | $331.8K | 0.02% | −50−1.2% | Reduced |
| Hall Capital Management Co Inc | 4,077 | $330.4K | 0.21% | −613−13.1% | Reduced |
| Center for Financial Planning, Inc. | 4,077 | $330.4K | 0.07% | +72+1.8% | Added |
| Interchange Capital Partners, LLC | 4,069 | $329.8K | 0.26% | −74−1.8% | Reduced |
| KCS Wealth Advisory | 4,059 | $329.0K | 0.14% | −279−6.4% | Reduced |
| GSB Wealth Management, LLC | 4,051 | $328.3K | 0.11% | −13,392−76.8% | Reduced |
| Trifecta Capital Advisors, LLC | 4,051 | $328.3K | 0.11% | +277+7.3% | Added |
| CWS Financial Advisors, LLC | 4,046 | $327.9K | 0.13% | −295−6.8% | Reduced |
| OneAscent Financial Services LLC | 4,040 | $327.0K | 0.09% | +4,040 | New |
| Charter Oak Capital Management, LLC | 4,033 | $326.9K | 0.04% | −25−0.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,033 | $326.9K | 0.04% | +97+2.5% | Added |
| Sensible Money, LLC | 4,030 | $326.6K | 0.23% | +5+0.1% | Added |
| Cedrus LLC | 4,019 | $325.7K | 0.23% | −314−7.2% | Reduced |
| Hoese & Co LLP | 4,018 | $325.6K | 0.33% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 4,005 | $325.0K | 0.05% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,020 | $324.9K | 0.10% | −340−7.8% | Reduced |
| St. Clair Advisors, LLC | 4,000 | $324.2K | 0.13% | −277−6.5% | Reduced |
| Element Pointe Advisors, LLC | 3,998 | $324.0K | 0.10% | −62−1.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,032 | $324.0K | 0.01% | −829−17.1% | Reduced |
| Curi Capital | 3,992 | $323.6K | 0.05% | −1,794−31.0% | Reduced |
| Marotta Asset Management | 3,987 | $323.1K | 0.07% | +63+1.6% | Added |
| FinTrust Capital Advisors, LLC | 3,985 | $323.0K | 0.07% | −593−13.0% | Reduced |
| Private Portfolio Partners LLC | 3,981 | $322.6K | 0.08% | +450+12.7% | Added |
| Towercrest Capital Management | 3,979 | $322.5K | 0.06% | +40+1.0% | Added |
| Wealth Effects LLC | 3,971 | $321.9K | 0.16% | −741−15.7% | Reduced |
| SNS Financial Group, LLC | 3,958 | $320.8K | 0.04% | +98+2.5% | Added |
| Fishman Jay A Ltd | 3,950 | $320.1K | 0.04% | −1,225−23.7% | Reduced |
| Am Investment Strategies LLC | 3,940 | $319.0K | 0.10% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 3,935 | $319.0K | 0.15% | +90+2.3% | Added |
| Ethos Financial Group, LLC | 3,935 | $318.9K | 0.08% | +3,935 | New |
| Burt Wealth Advisors | 3,929 | $318.4K | 0.10% | −672−14.6% | Reduced |
| BCK Capital Management LP | 3,925 | $318.1K | 0.16% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 3,912 | $318.0K | 0.17% | +3,912 | New |
| High Pines Wealth Management, LLC | 3,913 | $317.1K | 0.52% | +1,394+55.3% | Added |
| Symmetry Partners, LLC | 3,911 | $317.0K | 0.02% | −6,320−61.8% | Reduced |
| Fort Point Capital Partners LLC | 3,908 | $316.7K | 0.05% | +1,554+66.0% | Added |
| Guardian Investment Management | 3,900 | $316.0K | 0.29% | +50+1.3% | Added |
| BFSG, LLC | 3,894 | $316.0K | 0.05% | +121+3.2% | Added |
| Crumly & Associates Inc. | 3,886 | $315.0K | 0.12% | +394+11.3% | Added |
| Taylor & Morgan Wealth Management, LLC | 3,884 | $314.8K | 0.28% | −285−6.8% | Reduced |
| McAdam, LLC | 3,883 | $314.7K | 0.03% | +453+13.2% | Added |
| My Personal CFO, LLC | 3,882 | $314.6K | 0.25% | −19−0.5% | Reduced |
| Triad Financial Advisors, Inc. | 3,880 | $314.5K | 0.11% | +3,880 | New |
| Bridgewealth Advisory Group, LLC | 3,876 | $314.1K | 0.39% | −115−2.9% | Reduced |
| SFMG, LLC | 3,870 | $313.6K | 0.03% | +595+18.2% | Added |
| Parkside Advisors LLC | 3,869 | $313.6K | 0.10% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,866 | $313.3K | 0.33% | −100−2.5% | Reduced |
| Gradient Capital Advisors, LLC | 3,864 | $313.2K | 0.13% | −196−4.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,851 | $312.1K | 0.03% | −231−5.7% | Reduced |
| Congress Wealth Management LLC | 3,842 | $311.4K | 0.01% | −336−8.0% | Reduced |
| Laurion Capital Management LP | 3,839 | $311.2K | 0.01% | −281,424−98.7% | Reduced |
| First Affirmative Financial Network | 3,830 | $310.4K | 0.30% | −899−19.0% | Reduced |
| Vantage Financial Partners, LLC | 3,829 | $310.4K | 0.12% | +500+15.0% | Added |
| Silvia McColl Wealth Management, LLC | 3,826 | $310.1K | 0.31% | −214−5.3% | Reduced |
| Money Concepts Capital Corp | 3,824 | $310.0K | 0.03% | −27−0.7% | Reduced |
| UMA Financial Services, Inc. | 3,651 | $309.2K | 0.08% | −544−13.0% | Reduced |
| Cora Capital Advisors LLC | 3,811 | $308.9K | 0.21% | −199−5.0% | Reduced |
| McClarren Financial Advisors, Inc. | 3,794 | $307.0K | 0.27% | 00.0% | Unchanged |
| Dentgroup LLC | 3,782 | $306.5K | 0.23% | +9+0.2% | Added |