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 |
|---|---|---|---|---|---|
| John G Ullman & Associates Inc | 83,716 | $6.79M | 1.11% | −5,200−5.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 83,505 | $6.77M | 0.89% | +4,242+5.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 83,177 | $6.74M | 0.78% | +523+0.6% | Added |
| First Long Island Investors, LLC | 83,159 | $6.74M | 0.65% | −37,013−30.8% | Reduced |
| JB Capital LLC | 83,145 | $6.74M | 0.57% | −1,910−2.2% | Reduced |
| Weatherly Asset Management L. P. | 83,084 | $6.73M | 0.80% | −1,190−1.4% | Reduced |
| Venture Visionary Partners LLC | 83,024 | $6.73M | 0.41% | −2,323−2.7% | Reduced |
| Shell Asset Management Co | 81,458 | $6.60M | 0.27% | −1,345−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 81,247 | $6.59M | 0.12% | +2,370+3.0% | Added |
| Motco | 80,650 | $6.54M | 0.45% | +5,912+7.9% | Added |
| Mutual Advisors, LLC | 80,641 | $6.54M | 0.26% | −2,118−2.6% | Reduced |
| Anchor Capital Advisors LLC | 80,331 | $6.51M | 0.18% | −25,698−24.2% | Reduced |
| Eagle Rock Investment Company, LLC | 79,838 | $6.47M | 1.46% | +31,193+64.1% | Added |
| Beaumont Financial Advisors, LLC | 79,628 | $6.45M | 0.64% | −2,375−2.9% | Reduced |
| KCM Investment Advisors LLC | 79,300 | $6.43M | 0.28% | −4,147−5.0% | Reduced |
| Pacific Global Investment Management CO | 79,221 | $6.42M | 1.41% | −889−1.1% | Reduced |
| NBT Bank N A | 79,099 | $6.41M | 0.62% | +28,450+56.2% | Added |
| Noesis Capital Mangement Corp | 78,703 | $6.38M | 1.67% | −883−1.1% | Reduced |
| Ironvine Capital Partners, LLC | 78,114 | $6.33M | 0.81% | +54+0.1% | Added |
| Bryn Mawr Trust Co | 77,571 | $6.29M | 0.28% | −1,016−1.3% | Reduced |
| Synovus Financial Corp | 77,189 | $6.26M | 0.07% | −81−0.1% | Reduced |
| Narwhal Capital Management | 76,946 | $6.24M | 0.76% | +7,783+11.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 76,698 | $6.22M | 0.55% | −11,610−13.1% | Reduced |
| Gotham Asset Management, LLC | 76,509 | $6.20M | 0.13% | +39,850+108.7% | Added |
| Hillman Capital Management, Inc. | 76,166 | $6.17M | 2.38% | +10,880+16.7% | Added |
| Capital Investment Advisors, LLC | 75,989 | $6.16M | 0.17% | +25,248+49.8% | Added |
| Toroso Investments, LLC | 75,936 | $6.15M | 0.19% | +24,410+47.4% | Added |
| Colony Capital, Inc. | 75,750 | $6.14M | 0.76% | +13,676+22.0% | Added |
| Metropolitan Life Insurance Co | 75,706 | $6.14M | 0.32% | −3,926−4.9% | Reduced |
| Shelton Capital Management | 75,474 | $6.12M | 0.22% | −100−0.1% | Reduced |
| Edge Wealth Management LLC | 75,142 | $6.09M | 1.42% | −5,314−6.6% | Reduced |
| Advanced Portfolio Management, LLC | 75,000 | $6.08M | 5.31% | +5,000+7.1% | Added |
| Tufton Capital Management | 74,673 | $6.05M | 1.35% | +5,261+7.6% | Added |
| Parthenon LLC | 74,557 | $6.04M | 0.91% | +2,400+3.3% | Added |
| Cutler Group LP | 74,447 | $6.03M | 0.96% | +49,570+199.3% | Added |
| Dynamic Advisor Solutions LLC | 73,775 | $5.98M | 0.28% | +4,863+7.1% | Added |
| LS Investment Advisors, LLC | 73,766 | $5.98M | 1.12% | −12,113−14.1% | Reduced |
| Telos Capital Management, Inc. | 73,531 | $5.96M | 0.83% | +2,028+2.8% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 73,318 | $5.94M | 1.29% | −12,183−14.2% | Reduced |
| Van Den Berg Management I, Inc | 73,092 | $5.92M | 2.08% | +15,741+27.4% | Added |
| Glenview Trust Co | 73,062 | $5.92M | 0.16% | −9,804−11.8% | Reduced |
| Annandale Capital, LLC | 73,046 | $5.92M | 1.77% | +59,560+441.6% | Added |
| SPX Equities Gestao de Recursos Ltda | 73,000 | $5.92M | 0.31% | −90,200−55.3% | Reduced |
| Greenwood Capital Associates LLC | 72,782 | $5.90M | 0.86% | −32,360−30.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 72,462 | $5.87M | 1.58% | −150−0.2% | Reduced |
| Sigma Planning Corp | 72,413 | $5.87M | 0.22% | −2,407−3.2% | Reduced |
| Carret Asset Management, LLC | 72,164 | $5.85M | 0.82% | +623+0.9% | Added |
| Buckingham Capital Management, Inc. | 72,134 | $5.85M | 0.89% | −736−1.0% | Reduced |
| Tiaa Trust, National Association | 72,052 | $5.84M | 0.02% | +72,052 | New |
| Park Avenue Securities LLC | 71,971 | $5.83M | 0.09% | +27,136+60.5% | Added |
| Journey Strategic Wealth LLC | 71,944 | $5.83M | 0.28% | +1,114+1.6% | Added |
| Northwest & Ethical Investments L.P. | 71,891 | $5.83M | 0.20% | 00.0% | Unchanged |
| West Coast Financial LLC | 71,736 | $5.81M | 0.87% | −5,711−7.4% | Reduced |
| Mitchell Sinkler & Starr | 71,369 | $5.78M | 1.78% | +108+0.2% | Added |
| Townsend & Associates, Inc | 72,435 | $5.75M | 1.21% | +18,336+33.9% | Added |
| Kanawha Capital Management LLC | 70,883 | $5.75M | 0.56% | −6,489−8.4% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 75,000 | $5.74M | 0.92% | 00.0% | Unchanged |
| Baxter Bros Inc | 70,462 | $5.71M | 0.87% | −11,531−14.1% | Reduced |
| Tower Bridge Advisors | 70,129 | $5.68M | 0.53% | −28,372−28.8% | Reduced |
| Pacific Heights Asset Management LLC | 70,000 | $5.67M | 0.54% | −10,000−12.5% | Reduced |
| Sora Investors LLC | 70,000 | $5.67M | 1.27% | +70,000 | New |
| Albion Financial Group | 69,998 | $5.67M | 0.52% | −1,958−2.7% | Reduced |
| Westchester Capital Management, Inc. | 69,820 | $5.66M | 1.62% | −1,959−2.7% | Reduced |
| Advisory Services Network, LLC | 69,528 | $5.64M | 0.15% | −10,903−13.6% | Reduced |
| BLB&B Advisors, LLC | 69,383 | $5.62M | 0.40% | −1,128−1.6% | Reduced |
| Brevan Howard Capital Management LP | 69,282 | $5.62M | 1.66% | +69,282 | New |
| Stelac Advisory Services LLC | 68,909 | $5.60M | 3.06% | +4,915+7.7% | Added |
| TB Alternative Assets Ltd. | 68,900 | $5.58M | 1.52% | +19,200+38.6% | Added |
| Lincoln National Corp | 68,438 | $5.55M | 0.11% | −2,223−3.1% | Reduced |
| JustInvest LLC | 68,189 | $5.53M | 0.17% | −11,685−14.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 68,177 | $5.53M | 0.48% | −18,233−21.1% | Reduced |
| Marco Investment Management LLC | 68,059 | $5.52M | 0.63% | +349+0.5% | Added |
| Bourgeon Capital Management LLC | 67,540 | $5.47M | 1.28% | −1,375−2.0% | Reduced |
| WoodTrust Financial Corp | 66,933 | $5.42M | 1.04% | −1,461−2.1% | Reduced |
| Boston Family Office LLC | 66,748 | $5.41M | 0.44% | +28,968+76.7% | Added |
| Sonora Investment Management Group, LLC | 66,731 | $5.41M | 0.46% | +2,375+3.7% | Added |
| Talbot Financial, LLC | 66,270 | $5.37M | 0.94% | +6,870+11.6% | Added |
| Sawgrass Asset Management LLC | 66,029 | $5.35M | 0.65% | −57,931−46.7% | Reduced |
| Ancora Advisors, LLC | 65,794 | $5.33M | 0.14% | +3,086+4.9% | Added |
| Janney Capital Management LLC | 65,493 | $5.31M | 0.41% | +1,896+3.0% | Added |
| First Nebraska Trust Co | 65,206 | $5.28M | 0.66% | −956−1.4% | Reduced |
| Gibraltar Capital Management, Inc. | 64,953 | $5.26M | 2.33% | +750+1.2% | Added |
| First Interstate Bank | 64,851 | $5.26M | 0.45% | +29,230+82.1% | Added |
| Edmond de Rothschild Holding S.A. | 64,824 | $5.25M | 0.11% | −15,520−19.3% | Reduced |
| Callahan Advisors, LLC | 64,702 | $5.24M | 0.66% | −34,116−34.5% | Reduced |
| Moore Capital Management, LP | 64,648 | $5.24M | 0.14% | +64,648 | New |
| Lorne Steinberg Wealth Management Inc. | 64,554 | $5.23M | 2.01% | −595−0.9% | Reduced |
| National Asset Management, Inc. | 64,401 | $5.22M | 0.14% | −11,889−15.6% | Reduced |
| Brown Shipley& Co Ltd | 64,329 | $5.21M | 2.87% | +8,683+15.6% | Added |
| Hemenway Trust Co LLC | 64,146 | $5.20M | 0.55% | −66,666−51.0% | Reduced |
| Argent Trust Co | 64,124 | $5.20M | 0.28% | −2,365−3.6% | Reduced |
| Empirical Finance, LLC | 63,631 | $5.16M | 0.38% | +6,301+11.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 62,087 | $5.15M | 0.70% | −389−0.6% | Reduced |
| Rodgers Brothers Inc. | 63,531 | $5.15M | 0.88% | +34,615+119.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 63,321 | $5.13M | 0.40% | −2,275−3.5% | Reduced |
| WealthBridge Investment Counsel Inc. | 63,261 | $5.13M | 2.24% | +525+0.8% | Added |
| Lowe Brockenbrough & Co Inc | 63,028 | $5.11M | 0.40% | −3,796−5.7% | Reduced |
| Moors & Cabot, Inc. | 62,818 | $5.09M | 0.35% | −1,258−2.0% | Reduced |
| Global Retirement Partners, LLC | 64,160 | $5.09M | 0.26% | +663+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 62,764 | $5.09M | 0.08% | −327−0.5% | Reduced |