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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 48,385 | $3.92M | 0.23% | +2,097+4.5% | Added |
| Farmers National Bank | 48,259 | $3.91M | 1.36% | +3,387+7.5% | Added |
| Sepio Capital, LP | 48,088 | $3.90M | 0.34% | +8,590+21.7% | Added |
| LVM Capital Management Ltd | 47,832 | $3.88M | 0.55% | −2,360−4.7% | Reduced |
| Sara-Bay Financial | 47,676 | $3.86M | 1.96% | −274−0.6% | Reduced |
| CAPROCK Group, Inc. | 47,561 | $3.85M | 0.29% | +4,638+10.8% | Added |
| Signaturefd, LLC | 47,299 | $3.83M | 0.10% | −894−1.9% | Reduced |
| Means Investment Co., Inc. | 47,263 | $3.83M | 0.63% | −2,800−5.6% | Reduced |
| Axxcess Wealth Management, LLC | 47,191 | $3.82M | 0.13% | +29,864+172.4% | Added |
| Leavell Investment Management, Inc. | 47,185 | $3.82M | 0.27% | −3,440−6.8% | Reduced |
| Motley Fool Asset Management LLC | 47,057 | $3.81M | 0.31% | +4,038+9.4% | Added |
| Meridian Wealth Management, LLC | 46,930 | $3.80M | 0.23% | +12,875+37.8% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 46,731 | $3.77M | 0.80% | +46,731 | New |
| Independent Investors Inc | 46,412 | $3.76M | 0.95% | −1,320−2.8% | Reduced |
| Achmea Investment Management B.V. | 46,207 | $3.75M | 0.08% | −4,311−8.5% | Reduced |
| Daymark Wealth Partners, LLC | 139,957 | $3.74M | 0.26% | +97,264+227.8% | Added |
| Edgemoor Investment Advisors, Inc. | 46,015 | $3.73M | 0.44% | −8,480−15.6% | Reduced |
| Beech Hill Advisors, Inc. | 45,860 | $3.72M | 1.87% | −275−0.6% | Reduced |
| Prospera Financial Services Inc | 45,797 | $3.71M | 0.14% | +3,812+9.1% | Added |
| Capital Investment Counsel, Inc | 45,717 | $3.71M | 0.74% | −1,006−2.2% | Reduced |
| Bessemer Group Inc | 45,572 | $3.69M | 0.01% | −6,455−12.4% | Reduced |
| Family Capital Trust Co | 45,367 | $3.68M | 1.30% | +4,253+10.3% | Added |
| Fiduciary Alliance LLC | 45,263 | $3.67M | 0.85% | +1,915+4.4% | Added |
| Illinois Municipal Retirement Fund | 45,186 | $3.66M | 0.07% | 00.0% | Unchanged |
| Westerly Capital Management, LLC | 45,000 | $3.65M | 2.70% | +45,000 | New |
| Capital Analysts, LLC | 44,933 | $3.64M | 0.20% | +957+2.2% | Added |
| Trust Co of Toledo NA | 44,930 | $3.64M | 0.72% | −3,024−6.3% | Reduced |
| Cubic Asset Management, LLC | 44,579 | $3.61M | 0.99% | −3,220−6.7% | Reduced |
| Savant Capital, LLC | 44,458 | $3.60M | 0.05% | −1,610−3.5% | Reduced |
| Wallington Asset Management, LLC | 44,448 | $3.60M | 0.66% | −300−0.7% | Reduced |
| VELA Investment Management, LLC | 44,375 | $3.60M | 1.58% | +14,425+48.2% | Added |
| Hyman Charles D | 44,321 | $3.59M | 0.23% | −1,689−3.7% | Reduced |
| Rice Partnership, LLC | 44,297 | $3.59M | 1.02% | +2,078+4.9% | Added |
| DFPG Investments, LLC | 39,677 | $3.58M | 0.33% | +9,184+30.1% | Added |
| Shufro Rose & Co LLC | 44,219 | $3.58M | 0.34% | −673−1.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 44,156 | $3.58M | 0.05% | +2,695+6.5% | Added |
| Financial Avengers, Inc. | 43,840 | $3.55M | 2.38% | +4,148+10.5% | Added |
| Quadrant Private Wealth Management, LLC | 43,646 | $3.54M | 1.19% | +4,958+12.8% | Added |
| Princeton Capital Management LLC | 43,515 | $3.53M | 1.62% | −11,903−21.5% | Reduced |
| Highland Capital Management, LLC | 43,459 | $3.52M | 0.24% | −2,794−6.0% | Reduced |
| Private Asset Management Inc | 43,370 | $3.52M | 0.83% | +4,581+11.8% | Added |
| Bridge Creek Capital Management LLC | 43,247 | $3.51M | 1.33% | +495+1.2% | Added |
| Rothschild Investment Corp | 43,235 | $3.50M | 0.30% | +4,202+10.8% | Added |
| Sawyer & Company, Inc | 43,220 | $3.50M | 1.64% | +23,162+115.5% | Added |
| Boston Research & Management Inc | 43,200 | $3.50M | 1.03% | +3,670+9.3% | Added |
| First Western Trust Bank | 43,011 | $3.49M | 0.19% | −2,908−6.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 42,929 | $3.48M | 0.05% | −5,055−10.5% | Reduced |
| Sicart Associates LLC | 42,925 | $3.48M | 1.36% | +14,150+49.2% | Added |
| Fragasso Group Inc. | 42,852 | $3.47M | 0.37% | −2,453−5.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 42,846 | $3.47M | 0.45% | −3,463−7.5% | Reduced |
| Institute for Wealth Management, LLC. | 42,648 | $3.46M | 0.63% | −1,093−2.5% | Reduced |
| Banque Pictet & Cie SA | 42,581 | $3.45M | 0.04% | −101,276−70.4% | Reduced |
| Insigneo Advisory Services, LLC | 42,423 | $3.44M | 0.70% | +5,890+16.1% | Added |
| Keel Point, LLC | 42,369 | $3.43M | 0.47% | +3,422+8.8% | Added |
| First Hawaiian Bank | 42,320 | $3.43M | 0.12% | +4,991+13.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 42,324 | $3.43M | 0.13% | −1,148−2.6% | Reduced |
| Townsend Asset Management Corp | 42,277 | $3.43M | 1.73% | +92+0.2% | Added |
| Hartford Financial Management Inc. | 42,211 | $3.42M | 0.87% | +47+0.1% | Added |
| Moreno Evelyn V | 42,130 | $3.41M | 0.74% | −1,833−4.2% | Reduced |
| Alberta Investment Management Corp | 42,000 | $3.40M | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 41,963 | $3.40M | 0.93% | −4,796−10.3% | Reduced |
| IHT Wealth Management, LLC | 41,953 | $3.40M | 0.17% | −1,950−4.4% | Reduced |
| swisspartners Advisors Ltd | 45,768 | $3.40M | 2.99% | +490+1.1% | Added |
| Great Valley Advisor Group, Inc. | 41,840 | $3.39M | 0.14% | −27,215−39.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 41,420 | $3.36M | 0.74% | −13,530−24.6% | Reduced |
| Charter Trust Co | 41,297 | $3.35M | 0.27% | +685+1.7% | Added |
| Strategic Advisors LLC | 41,280 | $3.35M | 0.66% | +599+1.5% | Added |
| Ostrum Asset Management | 41,144 | $3.33M | 0.31% | −5,391−11.6% | Reduced |
| Arrow Financial Corp | 41,086 | $3.33M | 0.39% | +913+2.3% | Added |
| DoubleLine ETF Adviser LP | 41,038 | $3.33M | 1.19% | +9,224+29.0% | Added |
| Moody National Bank Trust Division | 40,941 | $3.32M | 0.21% | +5,971+17.1% | Added |
| HBW Advisory Services LLC | 40,925 | $3.32M | 0.69% | +83+0.2% | Added |
| Siemens Fonds Invest GmbH | 40,919 | $3.32M | 0.34% | −4,687−10.3% | Reduced |
| Citizens Business Bank | 40,658 | $3.30M | 0.77% | +23,448+136.2% | Added |
| Reliant Investment Management, LLC | 40,647 | $3.29M | 1.92% | −58−0.1% | Reduced |
| Koshinski Asset Management, Inc. | 40,584 | $3.29M | 0.38% | −1,716−4.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40,635 | $3.29M | 0.22% | +1,797+4.6% | Added |
| Schwerin Boyle Capital Management Inc | 40,425 | $3.28M | 0.38% | −475−1.2% | Reduced |
| Simmons Bank | 40,371 | $3.27M | 0.29% | −2,219−5.2% | Reduced |
| Independent Financial Group, LLC | 40,312 | $3.27M | 0.21% | +5,780+16.7% | Added |
| Varma Mutual Pension Insurance Co | 40,178 | $3.26M | 0.04% | +7,070+21.4% | Added |
| Mandatum Life Insurance Co Ltd | 40,017 | $3.24M | 1.35% | +90.0% | Added |
| Evoke Wealth, LLC | 40,008 | $3.24M | 0.11% | −713−1.8% | Reduced |
| Yarbrough Capital, LLC | 40,000 | $3.24M | 0.19% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 39,947 | $3.24M | 1.42% | +8,040+25.2% | Added |
| Level Four Advisory Services, LLC | 39,831 | $3.23M | 0.21% | −1,870−4.5% | Reduced |
| Bard Financial Services, Inc. | 39,805 | $3.23M | 0.40% | −1,690−4.1% | Reduced |
| Wells Trecaso Financial Group, LLC | 39,724 | $3.22M | 1.43% | −230−0.6% | Reduced |
| South State Corp. | 39,690 | $3.22M | 0.31% | −593−1.5% | Reduced |
| Foundations Investment Advisors, LLC | 39,568 | $3.21M | 0.10% | +6,123+18.3% | Added |
| Middleton & Co Inc | 39,547 | $3.21M | 0.44% | +1,513+4.0% | Added |
| Legacy Advisors, LLC | 39,533 | $3.20M | 0.52% | −686−1.7% | Reduced |
| Harbor Advisors LLC | 39,496 | $3.20M | 0.69% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 39,471 | $3.20M | 3.17% | −5,302−11.8% | Reduced |
| Boston Private Wealth LLC | 39,467 | $3.20M | 0.07% | −3,778−8.7% | Reduced |
| Wealthfront Advisers LLC | 39,323 | $3.19M | 0.01% | −10,171−20.5% | Reduced |
| V2 Financial group LLC | 38,946 | $3.16M | 2.37% | −169−0.4% | Reduced |
| Vestcor Inc | 38,889 | $3.15M | 0.12% | −4,072−9.5% | Reduced |
| Gilman Hill Asset Management, LLC | 38,870 | $3.15M | 0.62% | +9,380+31.8% | Added |
| Robinson Value Management, Ltd. | 38,733 | $3.14M | 2.34% | +154+0.4% | Added |