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 |
|---|---|---|---|---|---|
| Arcataur Capital Management LLC | 3,782 | $306.5K | 0.13% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 3,767 | $305.3K | 0.09% | +3,767 | New |
| Greenwich Wealth Management LLC | 3,765 | $305.0K | 0.03% | 00.0% | Unchanged |
| waypoint wealth counsel | 3,759 | $304.7K | 0.29% | −662−15.0% | Reduced |
| Affiance Financial, LLC | 3,755 | $304.4K | 0.15% | +100+2.7% | Added |
| Innovis Asset Management LLC | 3,755 | $304.3K | 0.12% | −25−0.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,751 | $304.0K | 0.00% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 3,745 | $303.5K | 0.05% | +500+15.4% | Added |
| Avaii Wealth Management, LLC | 3,744 | $303.4K | 0.23% | +848+29.3% | Added |
| Garner Asset Management Corp | 3,742 | $303.0K | 0.18% | −247−6.2% | Reduced |
| Rational Advisors LLC | 3,728 | $302.2K | 0.03% | −2,458−39.7% | Reduced |
| EPG Wealth Management LLC | 3,722 | $301.6K | 0.09% | +36+1.0% | Added |
| Register Financial Advisors LLC | 3,718 | $301.3K | 0.22% | −536−12.6% | Reduced |
| SBB Research Group LLC | 3,718 | $301.3K | 0.54% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 3,706 | $300.4K | 0.74% | 00.0% | Unchanged |
| King Wealth | 3,684 | $299.0K | 0.06% | −2,652−41.9% | Reduced |
| Castleview Partners, LLC | 3,686 | $298.7K | 0.28% | +2,604+240.7% | Added |
| Prentiss Smith & Co Inc | 3,680 | $298.3K | 0.22% | +115+3.2% | Added |
| Evermay Wealth Management LLC | 3,676 | $297.9K | 0.06% | +709+23.9% | Added |
| B&D White Capital Company, LLC | 3,675 | $297.9K | 0.11% | −625−14.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,668 | $297.3K | 0.01% | +3,668 | New |
| Hennion & Walsh Asset Management, Inc. | 3,665 | $297.0K | 0.02% | −960−20.8% | Reduced |
| Accurate Wealth Management, LLC | 3,445 | $296.9K | 0.09% | +544+18.8% | Added |
| QCM Cayman, Ltd. | 3,654 | $296.2K | 1.93% | +3,654 | New |
| EdgeRock Capital LLC | 3,647 | $295.6K | 0.18% | +3,647 | New |
| Greystone Financial Group, LLC | 3,644 | $295.3K | 0.07% | +3,644 | New |
| Horizon Family Wealth, Inc. | 3,634 | $294.5K | 0.29% | +369+11.3% | Added |
| Barrett & Company, Inc. | 3,634 | $294.5K | 0.17% | −250−6.4% | Reduced |
| AlphaQ Advisors LLC | 3,631 | $294.3K | 0.26% | −1,029−22.1% | Reduced |
| Osterweis Capital Management Inc | 3,630 | $294.2K | 0.02% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 3,628 | $294.0K | 0.03% | −203−5.3% | Reduced |
| First National Corp | 3,624 | $293.7K | 0.08% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,381 | $293.7K | 0.11% | +384+12.8% | Added |
| Carmichael Hill & Associates, Inc. | 3,614 | $292.9K | 0.14% | −135−3.6% | Reduced |
| Wall Street Access Asset Management, LLC | 3,607 | $292.4K | 0.15% | +10+0.3% | Added |
| DF Dent & Co Inc | 3,606 | $292.3K | 0.00% | −1,978−35.4% | Reduced |
| Lakeshore Financial Planning, Inc. | 3,604 | $292.1K | 0.17% | +3,604 | New |
| Crew Capital Management, Ltd. | 3,600 | $291.8K | 0.31% | −13−0.4% | Reduced |
| Callan Capital, LLC | 3,577 | $289.9K | 0.03% | +385+12.1% | Added |
| RWM Asset Management, LLC | 3,576 | $289.8K | 0.06% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 3,570 | $289.3K | 0.01% | −309,610−98.9% | Reduced |
| Aufman Associates Inc | 3,568 | $289.2K | 0.24% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,566 | $289.0K | 0.15% | +240+7.2% | Added |
| Sym Financial Corp | 3,562 | $288.7K | 0.05% | +3,562 | New |
| Redwood Financial Network Corp | 3,558 | $288.4K | 0.31% | −47−1.3% | Reduced |
| Coyle Financial Counsel LLC | 3,553 | $288.0K | 0.12% | 00.0% | Unchanged |
| CNB Bank | 3,544 | $287.2K | 0.17% | +333+10.4% | Added |
| Lantz Financial LLC | 3,537 | $286.7K | 0.11% | +76+2.2% | Added |
| Coastline Trust Co | 3,532 | $286.3K | 0.04% | −2,034−36.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,528 | $286.0K | 0.10% | +3,528 | New |
| Riverbridge Partners LLC | 3,525 | $285.7K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,522 | $285.5K | 0.18% | −684−16.3% | Reduced |
| Univest Financial Corp | 3,493 | $283.1K | 0.09% | −35,816−91.1% | Reduced |
| Aspen Investment Management Inc | 3,500 | $283.0K | 0.17% | −603−14.7% | Reduced |
| Intrepid Financial Planning Group LLC | 3,492 | $283.0K | 0.15% | −55−1.6% | Reduced |
| Concord Wealth Partners | 3,477 | $281.8K | 0.06% | +591+20.5% | Added |
| Westover Capital Advisors, LLC | 3,473 | $281.5K | 0.10% | −1,672−32.5% | Reduced |
| Kelman-Lazarov, Inc. | 3,466 | $280.9K | 0.07% | +28+0.8% | Added |
| Broadleaf Partners, LLC | 3,465 | $280.8K | 0.09% | −55−1.6% | Reduced |
| Truadvice, LLC | 3,179 | $280.6K | 0.11% | −155−4.6% | Reduced |
| TSFG, LLC | 3,448 | $279.0K | 0.10% | +308+9.8% | Added |
| Delaney Dennis R | 3,439 | $278.7K | 0.18% | −8,515−71.2% | Reduced |
| Teamwork Financial Advisors, LLC | 3,438 | $278.7K | 0.05% | +424+14.1% | Added |
| Vivaldi Capital Management, LLC | 3,438 | $278.6K | 0.09% | +138+4.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,427 | $277.8K | 0.03% | −227−6.2% | Reduced |
| Ackerman Capital Advisors, LLC | 3,420 | $277.2K | 0.08% | +7+0.2% | Added |
| Firethorn Wealth Partners, LLC | 3,407 | $276.1K | 0.21% | +760+28.7% | Added |
| JJJ Advisors Inc. | 3,406 | $276.1K | 0.07% | +2,494+273.5% | Added |
| Strait & Sound Wealth Management LLC | 3,400 | $275.6K | 0.24% | −498−12.8% | Reduced |
| Kooman & Associates | 3,387 | $274.5K | 0.14% | +37+1.1% | Added |
| Klingman & Associates, LLC | 3,384 | $274.3K | 0.02% | −665−16.4% | Reduced |
| L & S Advisors Inc | 3,380 | $273.9K | 0.04% | −100−2.9% | Reduced |
| Pallas Capital Advisors LLC | 3,392 | $273.7K | 0.02% | −46,512−93.2% | Reduced |
| Tennessee Valley Asset Management Partners | 3,376 | $273.6K | 0.09% | +221+7.0% | Added |
| Mach-1 Financial Group, Inc. | 3,375 | $273.6K | 0.11% | −340−9.2% | Reduced |
| DAGCO, Inc. | 6,164 | $273.3K | 0.16% | −4,956−44.6% | Reduced |
| CX Institutional | 3,365 | $272.7K | 0.02% | −4,758−58.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 3,357 | $272.1K | 0.14% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 3,344 | $271.0K | 0.08% | +449+15.5% | Added |
| Centerpoint Advisors, LLC | 3,349 | $271.0K | 0.11% | +280+9.1% | Added |
| Optas, LLC | 3,341 | $270.8K | 0.09% | −3,426−50.6% | Reduced |
| Sonata Capital Group Inc | 3,332 | $270.0K | 0.14% | −300−8.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,250 | $269.5K | 0.03% | +113+3.6% | Added |
| Jarislowsky, Fraser Ltd | 3,320 | $269.1K | 0.00% | −1,285−27.9% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,319 | $269.0K | 0.05% | −520−13.5% | Reduced |
| McLean Asset Management Corp | 3,163 | $268.8K | 0.11% | −112−3.4% | Reduced |
| Hixon Zuercher, LLC | 3,302 | $267.6K | 0.14% | −25−0.8% | Reduced |
| New England Capital Financial Advisors LLC | 3,299 | $267.4K | 0.18% | +40+1.2% | Added |
| Kathleen S. Wright Associates Inc. | 3,286 | $266.3K | 0.15% | −689−17.3% | Reduced |
| Westwood Holdings Group Inc. | 3,276 | $266.0K | 0.00% | −64−1.9% | Reduced |
| Mizuho Securities Co. Ltd. | 3,280 | $265.8K | 1.24% | −1,460−30.8% | Reduced |
| Lodestar Private Asset Management LLC | 3,273 | $265.3K | 0.05% | −203−5.8% | Reduced |
| Foster & Motley Inc | 3,267 | $265.0K | 0.02% | −1,175−26.5% | Reduced |
| Portland Global Advisors LLC | 3,267 | $265.0K | 0.04% | −65−2.0% | Reduced |
| Accel Wealth Management | 3,270 | $265.0K | 0.15% | +94+3.0% | Added |
| Fusion Capital, LLC | 3,262 | $264.4K | 0.15% | −88−2.6% | Reduced |
| Latitude Advisors, LLC | 3,262 | $264.4K | 0.19% | +111+3.5% | Added |
| Enterprise Financial Services Corp | 3,260 | $264.2K | 0.18% | −587−15.3% | Reduced |
| Raub Brock Capital Management LP | 3,260 | $264.2K | 0.05% | −48−1.5% | Reduced |
| Fermata Advisors, LLC | 3,256 | $263.9K | 0.07% | +919+39.3% | Added |