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 |
|---|---|---|---|---|---|
| Greatmark Investment Partners, Inc. | 3,252 | $263.6K | 0.05% | +3,252 | New |
| First Bank & Trust | 3,243 | $262.8K | 0.07% | −182−5.3% | Reduced |
| Alesco Advisors LLC | 3,243 | $262.8K | 0.01% | −80−2.4% | Reduced |
| McRae Capital Management Inc | 3,235 | $262.2K | 0.08% | −240−6.9% | Reduced |
| Unison Asset Management LLC | 3,235 | $262.2K | 0.17% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 3,234 | $262.2K | 0.04% | −152−4.5% | Reduced |
| CFO4Life Group, LLC | 3,234 | $262.1K | 0.06% | −507−13.6% | Reduced |
| Strategic Advocates LLC | 3,233 | $262.1K | 0.12% | +3,233 | New |
| Cutter & CO Brokerage, Inc. | 3,231 | $261.9K | 0.08% | −40−1.2% | Reduced |
| West Wealth Group, LLC | 3,209 | $260.1K | 0.11% | −155−4.6% | Reduced |
| Covestor Ltd | 3,206 | $260.0K | 0.20% | +999+45.3% | Added |
| Wealth Quarterback LLC | 3,202 | $259.5K | 0.22% | −288−8.3% | Reduced |
| LVW Advisors, LLC | 3,193 | $258.8K | 0.06% | −291−8.4% | Reduced |
| Sovereign Financial Group, Inc. | 3,186 | $258.2K | 0.09% | −639−16.7% | Reduced |
| Seed Wealth Management, Inc. | 3,186 | $258.2K | 0.29% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,207 | $258.0K | 0.13% | −800−20.0% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,182 | $256.8K | 0.23% | −80−2.5% | Reduced |
| Sage Private Wealth Group, LLC | 3,162 | $256.4K | 0.35% | +124+4.1% | Added |
| Goldstone Financial Group, LLC | 3,160 | $256.1K | 0.08% | +35+1.1% | Added |
| Capstone Financial Advisors, Inc. | 3,156 | $255.8K | 0.02% | −46−1.4% | Reduced |
| Greenhouse Wealth Management, LLC | 3,148 | $255.1K | 0.23% | +3,148 | New |
| Thrive Wealth Management, LLC | 3,147 | $255.0K | 0.07% | −945−23.1% | Reduced |
| Fred Alger Management, LLC | 3,141 | $254.6K | 0.00% | −6,750−68.2% | Reduced |
| Advisory Resource Group | 3,139 | $254.4K | 0.07% | −90−2.8% | Reduced |
| Convergence Investment Partners, LLC | 3,128 | $254.0K | 0.15% | −40−1.3% | Reduced |
| Sargent Investment Group, LLC | 3,123 | $253.1K | 0.06% | +3,123 | New |
| Insight Advisors, LLC | 3,122 | $253.0K | 0.06% | −83−2.6% | Reduced |
| Van Leeuwen & Company, LLC | 3,122 | $253.0K | 0.16% | +6+0.2% | Added |
| Cresta Advisors, Ltd. | 3,120 | $252.9K | 0.20% | +3,120 | New |
| Compass Ion Advisors, LLC | 3,113 | $252.3K | 0.04% | +3,113 | New |
| Green Square Capital Advisors LLC | 3,103 | $251.5K | 0.03% | +325+11.7% | Added |
| CastleKnight Management LP | 3,100 | $251.3K | 0.04% | −3,000−49.2% | Reduced |
| WestHill Financial Advisors, Inc. | 3,099 | $251.1K | 0.07% | 00.0% | Unchanged |
| Claret Asset Management Corp | 3,095 | $251.0K | 0.05% | −39−1.2% | Reduced |
| Wulff, Hansen & Co. | 3,085 | $250.0K | 0.29% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 3,077 | $249.4K | 0.26% | −796−20.6% | Reduced |
| Keudell/Morrison Wealth Management | 3,072 | $249.0K | 0.08% | −20−0.6% | Reduced |
| Private Management Group Inc | 3,046 | $246.9K | 0.01% | +702+29.9% | Added |
| Marathon Capital Management | 3,036 | $246.1K | 0.06% | −375−11.0% | Reduced |
| Tyler-Stone Wealth Management | 3,035 | $246.0K | 0.14% | −292−8.8% | Reduced |
| Goepper Burkhardt LLC | 3,030 | $245.6K | 0.15% | +50+1.7% | Added |
| Pathway Financial Advisors LLC | 3,024 | $245.1K | 0.08% | +141+4.9% | Added |
| Redwood Wealth Management Group, LLC | 3,023 | $245.0K | 0.29% | +34+1.1% | Added |
| Cohen & Steers, Inc. | 3,022 | $245.0K | 0.00% | 00.0% | Unchanged |
| Custos Family Office, LLC | 3,022 | $244.9K | 0.16% | 00.0% | Unchanged |
| Kearns & Associates LLC | 3,020 | $244.8K | 0.23% | +520+20.8% | Added |
| Private Ocean, LLC | 3,016 | $244.4K | 0.03% | −837−21.7% | Reduced |
| Joule Financial, LLC | 3,009 | $243.9K | 0.12% | +3,009 | New |
| Financial Freedom, LLC | 3,006 | $243.7K | 0.17% | −27−0.9% | Reduced |
| Wharton Business Group, LLC | 3,003 | $243.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,988 | $242.2K | 0.12% | −191−6.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,980 | $241.5K | 0.13% | +2,980 | New |
| Brady Family Wealth, LLC | 2,978 | $241.4K | 0.09% | −1,008−25.3% | Reduced |
| Broderick Brian C | 2,962 | $240.1K | 0.07% | −4,755−61.6% | Reduced |
| ASB Consultores, LLC | 2,960 | $239.9K | 0.09% | +2,960 | New |
| Cardiff Park Advisors, LLC | 2,957 | $239.7K | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 2,953 | $239.3K | 0.05% | −820−21.7% | Reduced |
| Future Financial Wealth Managment LLC | 2,945 | $238.7K | 0.26% | −500−14.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,945 | $238.7K | 0.00% | −28−0.9% | Reduced |
| EPIQ Capital Group, LLC | 2,942 | $238.4K | 0.13% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,937 | $238.0K | 0.13% | +125+4.4% | Added |
| Gratus Capital LLC | 2,935 | $237.9K | 0.02% | +2,935 | New |
| Summit Wealth & Retirement Planning, Inc. | 2,929 | $237.4K | 0.10% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,928 | $237.3K | 0.04% | −8,927−75.3% | Reduced |
| Platte River Wealth Advisors, LLC | 2,923 | $236.9K | 0.09% | −2,475−45.9% | Reduced |
| Creative Financial Designs Inc | 2,923 | $236.9K | 0.03% | −201−6.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,923 | $236.9K | 0.07% | +2,923 | New |
| Wealth Management Partners, LLC | 2,915 | $236.3K | 0.15% | −1,740−37.4% | Reduced |
| WJ Wealth Management, LLC | 2,900 | $235.0K | 0.11% | 00.0% | Unchanged |
| Centric Wealth Management | 2,896 | $234.7K | 0.10% | −223−7.1% | Reduced |
| Aurora Private Wealth, Inc. | 2,886 | $234.0K | 0.26% | +177+6.5% | Added |
| Peregrine Asset Advisers, Inc. | 2,884 | $233.7K | 0.12% | +2,884 | New |
| Peninsula Asset Management Inc | 2,875 | $233.0K | 0.15% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,874 | $232.9K | 0.08% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 2,872 | $232.8K | 0.08% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,859 | $231.7K | 0.34% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,856 | $231.0K | 0.02% | −196−6.4% | Reduced |
| Compass Financial Group, INC | 2,846 | $230.7K | 0.07% | −10.0% | Reduced |
| High Note Wealth, LLC | 2,845 | $230.6K | 0.10% | +35+1.2% | Added |
| Affinity Capital Advisors, LLC | 2,843 | $230.4K | 0.06% | −172−5.7% | Reduced |
| First City Capital Management, Inc. | 2,840 | $230.2K | 0.14% | −286−9.1% | Reduced |
| Emfo, LLC | 2,836 | $229.8K | 0.22% | +2,085+277.6% | Added |
| TMD Wealth Management, LLC | 2,834 | $229.7K | 0.07% | +103+3.8% | Added |
| Royal Capital Wealth Management, LLC | 2,830 | $229.4K | 0.22% | −100−3.4% | Reduced |
| Cohen Capital Management, Inc. | 2,830 | $229.4K | 0.05% | 00.0% | Unchanged |
| Miramar Capital, LLC | 2,827 | $229.2K | 0.06% | −50−1.7% | Reduced |
| Capital City Trust Co | 2,823 | $228.8K | 0.08% | −481−14.6% | Reduced |
| Progressive Investment Management Corp | 2,821 | $228.6K | 0.07% | +64+2.3% | Added |
| Fundamentun, LLC | 2,816 | $228.3K | 0.03% | −13,581−82.8% | Reduced |
| Cottage Street Advisors LLC | 2,814 | $228.1K | 0.17% | −190−6.3% | Reduced |
| Derbend Asset Management | 2,813 | $228.0K | 0.16% | −89−3.1% | Reduced |
| Carolinas Wealth Consulting LLC | 9,490 | $228.0K | 0.06% | −2,092−18.1% | Reduced |
| Investment Advisory Group, LLC | 2,811 | $227.8K | 0.12% | +20+0.7% | Added |
| Lodestone Wealth Management LLC | 2,809 | $227.7K | 0.16% | −72−2.5% | Reduced |
| Rede Wealth, LLC | 2,807 | $227.5K | 0.11% | −337−10.7% | Reduced |
| Segment Wealth Management, LLC | 2,802 | $227.1K | 0.02% | −1,133−28.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,670 | $226.9K | 0.16% | +205+8.3% | Added |
| Cooper/Haims Advisors, LLC | 2,792 | $226.3K | 0.18% | −150−5.1% | Reduced |
| CMG Global Holdings, LLC | 2,791 | $226.2K | 0.19% | −6−0.2% | Reduced |
| James J. Burns & Company, LLC | 2,786 | $226.0K | 0.06% | −5−0.2% | Reduced |