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; 2,948 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
- 2,832
- −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
- 1,376 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Strategic Investment Solutions, Inc. | 102,741 | $8.78M | 0.11% | +101,144+6,333.4% | Added |
| CCM Investment Advisers LLC | 108,092 | $8.76M | 1.21% | +10,346+10.6% | Added |
| FineMark National Bank & Trust | 107,708 | $8.73M | 0.38% | −4,849−4.3% | Reduced |
| Parkside Investments, LLC | 106,652 | $8.64M | 1.59% | +5,905+5.9% | Added |
| Stephens Inc | 106,012 | $8.59M | 0.16% | +6,731+6.8% | Added |
| Jacobs & Co | 105,709 | $8.57M | 1.07% | +4,697+4.6% | Added |
| SeaTown Holdings Pte. Ltd. | 105,700 | $8.57M | 0.79% | +105,700 | New |
| Kovitz Investment Group Partners, LLC | 105,168 | $8.52M | 0.15% | −797,452−88.3% | Reduced |
| Jones Financial Companies LLLP | 105,004 | $8.51M | 0.01% | −1,130−1.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 104,983 | $8.51M | 1.88% | +292+0.3% | Added |
| Arvest Trust Co N A | 104,649 | $8.48M | 0.55% | −812−0.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 104,622 | $8.48M | 0.19% | −11,870−10.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 104,523 | $8.47M | 1.11% | 00.0% | Unchanged |
| Prudential PLC | 104,357 | $8.46M | 0.10% | +19,501+23.0% | Added |
| Savoie Capital LLC | 104,297 | $8.45M | 2.21% | +104,297 | New |
| Lincoln Capital LLC | 103,245 | $8.37M | 2.20% | +3,015+3.0% | Added |
| Matthew Goff Investment Advisor, LLC | 103,004 | $8.35M | 2.01% | −221−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 102,855 | $8.34M | 0.26% | +22,082+27.3% | Added |
| Tokio Marine Asset Management Co Ltd | 102,557 | $8.31M | 0.53% | −528−0.5% | Reduced |
| North Star Asset Management Inc | 102,498 | $8.31M | 0.48% | +2,751+2.8% | Added |
| Peak Asset Management, LLC | 102,329 | $8.29M | 2.00% | +1,979+2.0% | Added |
| Exchange Traded Concepts, LLC | 102,243 | $8.29M | 0.23% | +2,797+2.8% | Added |
| Clifford Capital Partners LLC | 102,200 | $8.28M | 2.41% | +102,200 | New |
| Trillium Asset Management, LLC | 102,158 | $8.28M | 0.25% | −111,451−52.2% | Reduced |
| TCTC Holdings, LLC | 102,158 | $8.28M | 0.32% | −89,954−46.8% | Reduced |
| PEAK6 Investments LLC | 101,978 | $8.27M | 0.40% | +101,978 | New |
| Formuepleje A/S | 101,649 | $8.24M | 0.76% | +29,309+40.5% | Added |
| Kestra Private Wealth Services, LLC | 101,564 | $8.23M | 0.26% | +8,553+9.2% | Added |
| Blackhill Capital Inc | 101,500 | $8.23M | 0.79% | −54,800−35.1% | Reduced |
| Massmutual Trust Co FSB | 101,499 | $8.23M | 0.30% | +6,287+6.6% | Added |
| Sawtooth Solutions, LLC | 101,288 | $8.19M | 0.26% | +2,415+2.4% | Added |
| Umb Bank N A | 100,731 | $8.16M | 0.13% | −19,698−16.4% | Reduced |
| Parallel Advisors, LLC | 100,482 | $8.14M | 0.27% | +1,129+1.1% | Added |
| Cornerstone Advisors, LLC | 100,100 | $8.11M | 0.38% | −7,600−7.1% | Reduced |
| Van Cleef Asset Management,Inc | 99,682 | $8.08M | 1.27% | −126−0.1% | Reduced |
| Bailard, Inc. | 99,377 | $8.05M | 0.27% | +9,747+10.9% | Added |
| Wedbush Securities Inc | 98,595 | $7.99M | 0.40% | +13,403+15.7% | Added |
| Northeast Financial Consultants Inc | 98,375 | $7.97M | 0.50% | −10,405−9.6% | Reduced |
| Cetera Advisors LLC | 98,346 | $7.97M | 0.12% | −119,244−54.8% | Reduced |
| Pictet & Cie (Europe) SA | 98,312 | $7.97M | 0.28% | +17,243+21.3% | Added |
| Eagle Global Advisors LLC | 98,008 | $7.94M | 0.51% | −4,485−4.4% | Reduced |
| Bleakley Financial Group, LLC | 97,646 | $7.91M | 0.28% | +1,932+2.0% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 97,645 | $7.91M | 2.64% | +17,718+22.2% | Added |
| Colony Group LLC | 97,584 | $7.91M | 0.12% | −11,564−10.6% | Reduced |
| Segall Bryant & Hamill, LLC | 97,470 | $7.90M | 0.09% | −21,997−18.4% | Reduced |
| Bokf, NA | 96,121 | $7.84M | 0.17% | +1,664+1.8% | Added |
| GWM Advisors LLC | 96,557 | $7.83M | 0.09% | −3,546−3.5% | Reduced |
| Washington Trust Co | 96,280 | $7.80M | 0.34% | −1,948−2.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 96,011 | $7.78M | 0.09% | −606−0.6% | Reduced |
| Spouting Rock Asset Management, LLC | 95,669 | $7.75M | 2.48% | +22,590+30.9% | Added |
| Colonial Trust Advisors | 95,638 | $7.75M | 0.89% | −2,896−2.9% | Reduced |
| Walleye Capital LLC | 95,522 | $7.74M | 0.11% | −12,386−11.5% | Reduced |
| Trust Co of Vermont | 95,322 | $7.73M | 0.52% | −7,266−7.1% | Reduced |
| New Mexico Educational Retirement Board | 95,055 | $7.70M | 0.33% | +6,300+7.1% | Added |
| Perigon Wealth Management, LLC | 94,305 | $7.64M | 0.31% | −6,854−6.8% | Reduced |
| Osborne Partners Capital Management, LLC | 93,759 | $7.60M | 0.56% | +3,165+3.5% | Added |
| Trust Co of Virginia | 93,716 | $7.60M | 0.84% | −3,613−3.7% | Reduced |
| Iyo Bank, Ltd. | 93,348 | $7.57M | 4.12% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 93,295 | $7.56M | 0.05% | −5,559−5.6% | Reduced |
| First National Bank of Omaha | 93,231 | $7.56M | 0.49% | −8,347−8.2% | Reduced |
| Stamos Capital Partners, L.P. | 93,200 | $7.55M | 1.68% | +19,360+26.2% | Added |
| Avalon Trust Co | 92,871 | $7.53M | 0.75% | −23,384−20.1% | Reduced |
| Morningstar Investment Management LLC | 92,172 | $7.47M | 1.02% | 00.0% | Unchanged |
| DCM Advisors, LLC | 92,079 | $7.46M | 3.37% | +18,109+24.5% | Added |
| Pentwater Capital Management LP | 92,000 | $7.46M | 0.07% | −3,500−3.7% | Reduced |
| Founders Capital Management, LLC | 91,445 | $7.41M | 1.68% | +1,622+1.8% | Added |
| Brookstone Capital Management | 88,880 | $7.40M | 0.16% | +12,038+15.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 91,285 | $7.40M | 2.21% | +3,524+4.0% | Added |
| Thompson Siegel & Walmsley LLC | 91,225 | $7.39M | 0.12% | −9,487−9.4% | Reduced |
| Blume Capital Management, Inc. | 91,013 | $7.38M | 2.19% | +2,024+2.3% | Added |
| Cabot Wealth Management Inc | 90,854 | $7.36M | 1.13% | +3,787+4.3% | Added |
| Griffin Asset Management, Inc. | 89,980 | $7.29M | 1.04% | −993−1.1% | Reduced |
| Evergreen Capital Management LLC | 89,952 | $7.29M | 0.32% | −33,966−27.4% | Reduced |
| KLCM Advisors, Inc. | 89,848 | $7.28M | 1.37% | +6,650+8.0% | Added |
| Broad Run Investment Management, LLC | 89,832 | $7.28M | 0.96% | −7,533−7.7% | Reduced |
| First Financial Bank - Trust Division | 89,475 | $7.25M | 0.80% | +19,779+28.4% | Added |
| Lazari Capital Management, Inc. | 89,267 | $7.24M | 4.32% | +2,708+3.1% | Added |
| Metis Global Partners, LLC | 89,224 | $7.23M | 0.35% | +12,667+16.5% | Added |
| CSM Advisors, LLC | 88,934 | $7.21M | 0.63% | 00.0% | Unchanged |
| Round Hill Asset Management | 88,847 | $7.20M | 4.73% | −1,633−1.8% | Reduced |
| Appleton Partners Inc | 87,972 | $7.13M | 0.63% | +17,996+25.7% | Added |
| Woodstock Corp | 87,785 | $7.11M | 0.89% | +2,527+3.0% | Added |
| First American Bank | 87,700 | $7.11M | 0.64% | −8,028−8.4% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 87,338 | $7.08M | 6.55% | +8,698+11.1% | Added |
| Optiver Holding B.V. | 87,283 | $7.07M | 0.20% | −343,647−79.7% | Reduced |
| Banque Cantonale Vaudoise | 87,245 | $7.07M | 0.35% | −6,845−7.3% | Reduced |
| Amussen Hunsaker Associates LLC | 88,235 | $7.07M | 1.62% | +1,204+1.4% | Added |
| Thomasville National Bank | 87,067 | $7.06M | 0.69% | +2,425+2.9% | Added |
| Phoenix Holdings Ltd. | 87,158 | $7.05M | 0.13% | +2,470+2.9% | Added |
| Brinker Capital Investments, LLC | 86,837 | $7.04M | 0.09% | −8,119−8.6% | Reduced |
| Orion Portfolio Solutions, LLC | 86,837 | $7.04M | 0.09% | −8,119−8.6% | Reduced |
| Berkshire Asset Management LLC | 86,164 | $6.98M | 0.44% | −957−1.1% | Reduced |
| Haverford Trust Co | 85,985 | $6.97M | 0.08% | −3,813−4.2% | Reduced |
| First American Trust, FSB | 85,860 | $6.96M | 0.98% | −1,075−1.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 85,538 | $6.93M | 0.24% | +3,950+4.8% | Added |
| E. Ohman J:or Asset Management AB | 84,700 | $6.86M | 0.26% | +1,400+1.7% | Added |
| Grassi Investment Management | 84,240 | $6.83M | 0.79% | +1,946+2.4% | Added |
| Dakota Wealth Management | 83,896 | $6.80M | 0.30% | −17,859−17.6% | Reduced |
| Valeo Financial Advisors, LLC | 114,129 | $6.80M | 0.31% | −1,726−1.5% | Reduced |
| LMCG Investments, LLC | 83,824 | $6.79M | 0.46% | +7,038+9.2% | Added |