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 | 3,179 | $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 | 3,298 | $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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 62,698 | $5.08M | 0.13% | −37,671−37.5% | Reduced |
| Kempner Capital Management Inc. | 62,653 | $5.08M | 3.06% | +9,924+18.8% | Added |
| Trust Co of Kansas | 62,580 | $5.07M | 3.24% | +62,580 | New |
| Power Corp of Canada | 62,252 | $5.05M | 0.32% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 62,138 | $5.04M | 0.67% | −652−1.0% | Reduced |
| GHP Investment Advisors, Inc. | 59,678 | $5.03M | 0.31% | +2,014+3.5% | Added |
| Graham Capital Management, L.P. | 61,932 | $5.02M | 0.15% | −38,068−38.1% | Reduced |
| Atwater Malick LLC | 61,828 | $5.01M | 2.21% | +1,140+1.9% | Added |
| Sand Hill Global Advisors, LLC | 61,694 | $5.00M | 0.28% | +194+0.3% | Added |
| Titan Global Capital Management USA LLC | 61,448 | $4.98M | 1.22% | −34,312−35.8% | Reduced |
| NZS Capital, LLC | 60,950 | $4.94M | 0.27% | −1,309−2.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 60,676 | $4.92M | 0.13% | +24,544+67.9% | Added |
| IPG Investment Advisors LLC | 60,215 | $4.88M | 1.08% | +29,407+95.5% | Added |
| Wade G W & Inc | 60,121 | $4.87M | 0.18% | −1,672−2.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 60,054 | $4.87M | 0.23% | +3,678+6.5% | Added |
| Gifford Fong Associates | 60,039 | $4.87M | 1.16% | 00.0% | Unchanged |
| Archon Partners LLC | 60,000 | $4.86M | 0.76% | 00.0% | Unchanged |
| Meyer Handelman Co | 59,893 | $4.85M | 0.20% | +9,037+17.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 59,358 | $4.81M | 0.02% | +59,358 | New |
| Procyon Private Wealth Partners, LLC | 59,119 | $4.79M | 0.49% | +29,256+98.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 59,024 | $4.78M | 0.46% | +59,024 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 58,623 | $4.75M | 0.11% | −48,662−45.4% | Reduced |
| Beta Wealth Group, Inc. | 58,335 | $4.73M | 2.80% | +2,204+3.9% | Added |
| Salem Investment Counselors Inc | 58,266 | $4.72M | 0.18% | −44,755−43.4% | Reduced |
| Winslow Asset Management Inc | 58,252 | $4.72M | 1.09% | +2,958+5.3% | Added |
| Community Financial Services Group, LLC | 58,203 | $4.72M | 1.19% | +58,203 | New |
| Independent Advisor Alliance | 58,101 | $4.71M | 0.21% | +1,259+2.2% | Added |
| Vision Capital Management, Inc. | 58,092 | $4.71M | 0.87% | −892−1.5% | Reduced |
| Clearstead Advisors, LLC | 58,063 | $4.71M | 0.29% | −73−0.1% | Reduced |
| Pioneer Trust Bank N A | 58,022 | $4.70M | 1.56% | −3,733−6.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 57,754 | $4.68M | 0.13% | +115+0.2% | Added |
| Sowell Financial Services LLC | 57,410 | $4.65M | 0.29% | +1,307+2.3% | Added |
| Northwest Bancshares, Inc. | 57,402 | $4.65M | 0.89% | +3,667+6.8% | Added |
| Logan Capital Management Inc | 57,152 | $4.63M | 0.24% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 57,109 | $4.63M | 0.92% | −896−1.5% | Reduced |
| Skylands Capital, LLC | 56,925 | $4.61M | 0.70% | +4,575+8.7% | Added |
| Everence Capital Management Inc | 56,882 | $4.61M | 0.36% | +4,080+7.7% | Added |
| United Asset Strategies, Inc. | 56,237 | $4.56M | 0.59% | +33,582+148.2% | Added |
| Tudor Investment Corp Et Al | 56,209 | $4.56M | 0.07% | −76,203−57.5% | Reduced |
| Exchange Capital Management, Inc. | 56,141 | $4.55M | 0.86% | −495−0.9% | Reduced |
| Anchor Investment Management, LLC | 56,045 | $4.54M | 0.59% | −2,026−3.5% | Reduced |
| Fulton Bank, N.A. | 55,954 | $4.54M | 0.23% | +6,447+13.0% | Added |
| Ar Asset Management Inc | 55,755 | $4.52M | 1.27% | +1,465+2.7% | Added |
| McCollum Christoferson Group LLC | 55,587 | $4.51M | 1.38% | −3,264−5.5% | Reduced |
| River Wealth Advisors LLC | 55,512 | $4.50M | 0.80% | +1,346+2.5% | Added |
| Aptus Capital Advisors, LLC | 55,400 | $4.49M | 0.13% | −1,873−3.3% | Reduced |
| Wolverine Trading, LLC | 55,021 | $4.46M | 0.04% | −371,483−87.1% | Reduced |
| Terril Brothers, Inc. | 54,942 | $4.45M | 2.16% | +52,490+2,140.7% | Added |
| Goelzer Investment Management, Inc. | 54,695 | $4.43M | 0.31% | −859−1.5% | Reduced |
| Welch & Forbes LLC | 54,674 | $4.43M | 0.07% | −1,616−2.9% | Reduced |
| Capital Markets Trading UK LLP | 54,584 | $4.42M | 3.85% | −5,599−9.3% | Reduced |
| Fagan Associates, Inc. | 54,569 | $4.42M | 1.07% | −1,061−1.9% | Reduced |
| Burns J W & Co Inc | 54,277 | $4.40M | 0.71% | −10,807−16.6% | Reduced |
| Kinneret Advisory, LLC | 54,138 | $4.39M | 0.54% | −32−0.1% | Reduced |
| Evercore Wealth Management, LLC | 54,100 | $4.38M | 0.08% | −5,575−9.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 53,958 | $4.37M | 1.03% | −901−1.6% | Reduced |
| Brown Brothers Harriman & Co | 53,938 | $4.37M | 0.04% | −769−1.4% | Reduced |
| Courier Capital LLC | 53,801 | $4.36M | 0.36% | −323−0.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 53,390 | $4.33M | 0.92% | +2,399+4.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 53,322 | $4.32M | 0.01% | −3,048−5.4% | Reduced |
| Close Asset Management Ltd | 53,149 | $4.31M | 0.22% | +4,791+9.9% | Added |
| Strategy Asset Managers LLC | 53,136 | $4.31M | 1.13% | −2,866−5.1% | Reduced |
| Ironwood Investment Counsel, LLC | 52,851 | $4.28M | 1.01% | +5,170+10.8% | Added |
| Toth Financial Advisory Corp | 52,835 | $4.28M | 0.65% | −1,783−3.3% | Reduced |
| 1st Source Bank | 52,779 | $4.28M | 0.29% | −3,138−5.6% | Reduced |
| BTC Capital Management, Inc. | 52,672 | $4.27M | 0.49% | +706+1.4% | Added |
| Central Trust Co | 52,636 | $4.27M | 0.12% | −18,740−26.3% | Reduced |
| McGinn Investment Management, Inc. | 52,604 | $4.26M | 3.36% | +52,604 | New |
| Hoylecohen, LLC | 52,562 | $4.26M | 0.40% | −1,782−3.3% | Reduced |
| City Holding Co | 52,314 | $4.24M | 0.76% | −6,775−11.5% | Reduced |
| BKD Wealth Advisors, LLC | 52,177 | $4.23M | 0.13% | −13,874−21.0% | Reduced |
| Levin Capital Strategies, L.P. | 52,081 | $4.22M | 0.53% | +6,614+14.5% | Added |
| Empowered Funds, LLC | 51,961 | $4.21M | 0.12% | +3,548+7.3% | Added |
| Quantinno Capital Management LP | 51,891 | $4.21M | 0.19% | +13,224+34.2% | Added |
| Jump Financial, LLC | 51,780 | $4.20M | 0.16% | +33,793+187.9% | Added |
| Karpas Strategies, LLC | 51,737 | $4.19M | 1.54% | −699−1.3% | Reduced |
| Legal Advantage Investments, Inc. | 51,603 | $4.18M | 2.99% | +175+0.3% | Added |
| NWF Advisory Services Inc. | 51,140 | $4.14M | 0.98% | +15,149+42.1% | Added |
| Bank of Nova Scotia Trust Co | 51,057 | $4.14M | 0.49% | +5,504+12.1% | Added |
| Perennial Advisors, LLC | 50,869 | $4.12M | 1.11% | +457+0.9% | Added |
| Lyell Wealth Management, LP | 50,677 | $4.11M | 0.55% | −5,932−10.5% | Reduced |
| Van Strum & Towne Inc. | 50,535 | $4.10M | 1.73% | −3,665−6.8% | Reduced |
| Advisor Partners II, LLC | 50,508 | $4.09M | 0.16% | −6,355−11.2% | Reduced |
| HB Wealth Management, LLC | 50,067 | $4.06M | 0.07% | +4,135+9.0% | Added |
| Kepos Capital LP | 50,000 | $4.05M | 0.72% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 49,839 | $4.04M | 0.60% | +1,842+3.8% | Added |
| Pine Valley Investments Ltd Liability Co | 49,792 | $4.04M | 0.39% | +6,925+16.2% | Added |
| Schmidt P J Investment Management Inc | 48,379 | $4.03M | 0.86% | −816−1.7% | Reduced |
| Altrafin AG | 49,669 | $4.03M | 1.75% | +2,480+5.3% | Added |
| KMG Fiduciary Partners, LLC | 49,464 | $4.01M | 0.53% | −4,908−9.0% | Reduced |
| Pavion Blue Capital, LLC | 50,396 | $4.01M | 2.44% | +7,226+16.7% | Added |
| Wolverine Asset Management LLC | 49,200 | $3.99M | 0.07% | +30,220+159.2% | Added |
| Columbia Asset Management | 48,947 | $3.97M | 0.88% | −2,260−4.4% | Reduced |
| Spire Wealth Management | 48,919 | $3.96M | 0.15% | +528+1.1% | Added |
| Novare Capital Management LLC | 48,898 | $3.96M | 0.45% | −3,687−7.0% | Reduced |
| Essex Investment Management Co LLC | 48,773 | $3.95M | 0.65% | −2,687−5.2% | Reduced |
| United Services Automobile Association | 48,702 | $3.95M | 0.10% | +5,636+13.1% | Added |
| Choate Investment Advisors | 48,625 | $3.94M | 0.15% | +7,080+17.0% | Added |
| Brave Asset Management Inc | 48,465 | $3.93M | 1.20% | +4,691+10.7% | Added |
| Poehling Capital Management, LLC | 48,464 | $3.93M | 1.37% | +10,557+27.8% | Added |