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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.

Q4 2023 vs. Q3 2023

How the institutions holding Walt Disney Co changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of DIS: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2,832493,010+227
Shares1.17B2.85M1.21B+45.7M (+3.9%)
Value$94.4B$231.3M$109.0B+$14.8B (+15.7%)

49 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (374)

Institutions that held Walt Disney Co at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 374 by value.

Institutions new to DIS in Q4 2023
InstitutionSharesValue% of portfolio
ValueAct Holdings, L.P.SuperinvestorValueAct Capital5,086,331$459.2M9.19%
Unisphere Establishment2,863,250$258.5M2.67%
Qube Research & Technologies Ltd2,082,380$188.0M0.43%
Vaughan Nelson Investment Management, L.P.1,083,495$97.8M0.98%
Scharf Investments, LLC1,057,501$95.5M2.62%
Focused Investors LLC1,052,200$95.0M3.08%
Pathstone Holdings, LLC812,930$73.5M0.40%
Simplex Trading, LLC812,984$73.4M2.29%
Twinbeech Capital LP705,846$63.7M1.03%
Tairen Capital Ltd663,900$59.9M4.20%
Granite Group Advisors, LLC500,942$56.3M39.79%
Degroof Petercam Asset Management464,856$42.0M0.55%
Sapient Capital LLC368,759$33.4M0.86%
Trexquant Investment LP349,376$31.5M0.71%
Susquehanna Portfolio Strategies, LLC337,187$30.4M0.54%
Cubist Systematic Strategies, LLC303,504$27.4M0.34%
Groupama Asset Managment548,738$24.2M0.63%
Sanibel Captiva Trust Company, Inc.266,926$24.1M0.89%
Mane Global Capital Management LP249,869$22.6M2.18%
Crake Asset Management LLP225,000$20.3M1.94%
J. Stern & Co. LLP178,315$17.1M3.12%
Tremblant Capital Group171,956$15.5M1.77%
CapitalatWork S.A.171,501$15.5M0.56%
Aware Super Pty Ltd as trustee of Aware Super132,791$15.1M0.21%
Engineers Gate Manager LP155,319$14.0M0.40%
Quantitative Investment Management, LLC140,739$12.7M0.73%
Alight Capital Management LP100,000$9.03M2.89%
Barlow Wealth Partners, Inc.98,084$8.86M1.26%
MSA Advisors, LLC87,740$7.92M2.76%
HighPoint Advisor Group LLC65,574$7.83M0.56%
Capital Fund Management S.A.70,182$6.34M0.08%
Colony Group, LLC67,215$6.07M0.08%
Davy Global Fund Management Ltd57,590$5.20M0.61%
Maven Securities LTD56,318$5.08M0.58%
RIA Advisory Group LLC32,084$5.06M2.42%
Duality Advisers, LP54,990$4.97M0.52%
CMT Capital Markets Trading GmbH54,500$4.92M3.45%
Qsemble Capital Management, LP54,211$4.89M1.23%
Harbour Trust & Investment Management Co50,191$4.53M0.64%
Bell & Brown Wealth Advisors, LLC48,115$4.34M2.02%
FJ Investments, LLC47,692$4.31M0.20%
Concentric Capital Strategies, LP46,529$4.20M0.55%
Principal Securities, Inc.45,390$4.10M0.15%
Investment Management Corp of Ontario42,709$3.86M0.09%
Concurrent Investment Advisors, LLC42,120$3.80M0.18%
Quotient Wealth Partners, LLC41,576$3.75M0.15%
LMR Partners LLP40,011$3.61M0.09%
Kames Capital plc38,217$3.45M0.05%
Leibman Financial Services, Inc.38,176$3.45M2.87%
Rothschild Investment LLC36,779$3.32M0.28%
Lockheed Martin Investment Management Co35,400$3.24M0.23%
Managed Asset Portfolios, LLC35,379$3.19M0.48%
Louisbourg Investments Inc.41,684$3.19M0.96%
HAP Trading, LLC35,265$3.18M0.93%
Cullen Investment Group, Ltd.34,195$3.09M0.54%
Mesirow Financial Investment Management, Inc.208,275$3.06M0.11%
Clarity Capital Partners LLC33,787$3.05M2.15%
Worm Capital, LLC31,034$2.80M2.76%
FORA Capital, LLC29,760$2.69M0.23%
DLK Investment Management, LLC28,597$2.58M1.18%
Boulder Hill Capital Management LP27,700$2.50M1.34%
Winton Group Ltd24,032$2.17M0.16%
Capital Investment Counsel, LLC23,886$2.16M0.81%
LM Advisors LLC22,851$2.06M0.41%
Nishkama Capital, LLC22,725$2.05M0.53%
Arlington Partners LLC22,651$2.05M0.59%
AlTi Global, Inc.22,243$2.01M0.06%
Morton Community Bank22,107$2.00M0.65%
PFC Capital Group, Inc.21,355$1.93M1.14%
Connective Portfolio Management, LLC21,090$1.90M3.88%
Tritonpoint Wealth, LLC20,854$1.89M0.18%
Premier Path Wealth Partners, LLC20,453$1.86M0.41%
Focus Financial Network Inc19,893$1.80M0.07%
Lynx Capital Group Ltd18,902$1.71M1.27%
Embree Financial Group18,070$1.63M0.34%
Y-Intercept (Hong Kong) Ltd17,444$1.58M0.15%
Udine Wealth Management, Inc.17,298$1.56M1.24%
Sciencast Management LP17,231$1.56M0.85%
Mirabaud & Cie SA17,185$1.55M0.52%
Wynn Capital, LLC17,051$1.54M1.26%
Broadwater Capital Management LLC16,917$1.53M1.20%
Birchbrook, Inc.16,651$1.50M0.99%
Naples Money Management LLC16,650$1.50M1.41%
Pingora Partners LLC16,482$1.49M1.32%
Helios Capital Management Pte. Ltd16,150$1.46M1.15%
Delphi Management Inc15,767$1.42M1.31%
National Philanthropic Trust15,599$1.41M0.04%
Pearl River Capital, LLC15,395$1.39M0.22%
Barington Capital Group, L.P.15,000$1.35M1.75%
Lombard Odier Asset Management (USA) Corp14,642$1.32M0.19%
Unique Wealth Strategies, LLC14,265$1.29M0.86%
Cetera Trust Company, N.A14,225$1.28M0.80%
Letson Investment Management, Inc.13,799$1.25M0.58%
Dynamic Technology Lab Private Ltd13,721$1.24M0.13%
Boomfish Wealth Group, LLC13,399$1.21M0.87%
Cove Private Wealth, LLC13,000$1.17M1.11%
Stablepoint Partners, LLC12,902$1.16M0.30%
Certified Advisory Corp12,664$1.14M0.17%
Redwood Investment Management, LLC12,517$1.13M0.10%
JPL Wealth Management, LLC12,491$1.13M0.81%

Sold out (147)

Institutions that held Walt Disney Co at the end of Q3 2023 and filed for Q4 2023 without it.

Showing the largest 100 of 147 by value.

Institutions that sold out of DIS in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Hudson Bay Capital Management LP640,000$51.9M
Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management627,314$50.8M
Caisse de Depot Et Placement du Quebec621,555$50.4M
M&G Investment Management Ltd378,598$30.7M
Atalanta Sosnoff Capital, LLC299,742$24.3M
Honeycomb Asset Management LP200,000$16.2M
Alyeska Investment Group, L.P.180,000$14.6M
Vancity Investment Management Ltd145,541$11.8M
Voloridge Investment Management, LLC132,074$10.7M
Segall Bryant & Hamill, LLC97,470$7.90M
Spouting Rock Asset Management, LLC95,669$7.75M
Optiver Holding B.V.87,283$7.07M
First Long Island Investors, LLC83,159$6.74M
Anchor Capital Advisors LLC80,331$6.51M
Colony Capital, Inc.75,750$6.14M
Advanced Portfolio Management, LLC75,000$6.08M
SPX Equities Gestao de Recursos Ltda73,000$5.92M
Sora Investors LLC70,000$5.67M
Moore Capital Management, LP64,648$5.24M
Hemenway Trust Co LLC64,146$5.20M
Kepos Capital LP50,000$4.05M
Wolverine Asset Management LLC49,200$3.99M
Westerly Capital Management, LLC45,000$3.65M
Moreno Evelyn V42,130$3.41M
Evoke Wealth, LLC40,008$3.24M
Somerville Kurt F35,833$2.90M
American Trust35,278$2.86M
PKO Investment Management Joint-Stock Co30,000$2.43M
IMC-Chicago, LLC29,603$2.40M
Allen Capital Group, LLC26,271$2.15M
Fund Management at Engine No. 1 LLC26,170$2.12M
Shellback Capital, LP25,000$2.03M
Notis-McConarty Edward23,806$1.93M
Community Bank & Trust, Waco, Texas18,615$1.76M
Cohen Lawrence B20,052$1.63M
Modus Advisors, LLC18,988$1.54M
Ninety One UK Ltd18,892$1.53M
Holocene Advisors, LP18,606$1.51M
Occudo Quantitative Strategies LP16,942$1.37M
Gates Foundation TrustSuperinvestorGates Foundation Trust16,800$1.36M
Waratah Capital Advisors Ltd.16,467$1.33M
Connolly Sarah T.16,045$1.30M
Icapital Wealth LLC15,650$1.27M
Clear Street Markets LLC15,500$1.26M
Compton Wealth Advisory Group, LLC12,962$1.05M
Lloyd Advisory Services, LLC.12,564$1.02M
Alphadyne Asset Management LP12,436$1.01M
Stony Point Wealth Management Inc.11,768$996.8K
Capstone Triton Financial Group, LLC12,164$985.9K
Puzo Michael J11,735$951.1K
Greenup Street Wealth Management LLC11,284$914.5K
Conservest Capital Advisors, Inc.11,118$901.1K
FNY Investment Advisers, LLC11,000$891.0K
Peloton Wealth Strategists10,555$855.0K
Strong Tower Advisory Services9,848$798.2K
Dempze Nancy E9,337$756.8K
Harbour Capital Advisors, LLC9,084$736.3K
Barbara Oil Co.9,000$729.5K
Lumina Fund Management LLC9,000$729.0K
Stansberry Asset Management, LLC8,516$690.2K
AIA Group Ltd8,488$688.0K
Pinebridge Investments, L.P.8,425$682.8K
Unigestion Holding SA8,248$660.9K
Ted Buchan & Co7,829$634.5K
Kidder Stephen W7,675$622.1K
Davis-Rea Ltd.7,577$614.1K
Rosenbaum Jay D.7,407$600.3K
Black Swift Group, LLC7,000$567.4K
Bridgewater Associates, LP6,673$540.8K
Genus Capital Management Inc.6,551$531.0K
Huber Capital Management LLC6,000$486.3K
Echo Street Capital Management LLC5,633$456.6K
GFG Capital, LLC5,442$441.1K
MQS Management LLC5,324$431.5K
United Bank5,242$424.9K
Phocas Financial Corp.5,242$424.8K
Financial Designs Corp5,025$407.3K
Canvas Wealth Advisors, LLC4,812$397.7K
Cable Hill Partners, LLC4,867$394.4K
Mainsail Financial Group, LLC4,415$360.5K
Pecaut & Co.4,288$347.6K
Curi Capital3,992$323.6K
Fishman Jay A Ltd3,950$320.1K
Dentgroup LLC3,782$306.5K
Milestone Investment Advisors LLC3,767$305.3K
Hill Investment Group Partners, LLC3,745$303.5K
Garner Asset Management Corp3,742$303.0K
QCM Cayman, Ltd.3,654$296.2K
EdgeRock Capital LLC3,647$295.6K
Westover Capital Advisors, LLC3,473$281.5K
Delaney Dennis R3,439$278.7K
Benedict Financial Advisors Inc3,344$271.0K
Portland Global Advisors LLC3,267$265.0K
Raub Brock Capital Management LP3,260$264.2K
Fred Alger Management, LLC3,141$254.6K
CastleKnight Management LP3,100$251.3K
Brady Family Wealth, LLC2,978$241.4K
Broderick Brian C2,962$240.1K
Future Financial Wealth Managment LLC2,945$238.7K
Centric Wealth Management2,896$234.7K

Not filed for Q4 2023 yet (49)

Institutions that held Walt Disney Co at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DIS in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.1,584,532$128.4M
Pathstone Family Office, LLC250,976$20.5M
Lewis Capital Management, LLC177,279$14.4M
Front Barnett Associates LLC143,171$11.6M
Colony Group LLC97,584$7.91M
Bryn Mawr Trust Co77,571$6.29M
Community Financial Services Group, LLC58,203$4.72M
BTC Capital Management, Inc.52,672$4.27M
Advisor Partners II, LLC50,508$4.09M
Private Asset Management Inc43,370$3.52M
Rothschild Investment Corp43,235$3.50M
FAI Wealth Management33,996$2.76M
Madison Wealth Management27,010$2.19M
Bedel Financial Consulting Inc17,666$1.43M
Focus Financial Network, Inc.16,694$1.35M
Ropes Wealth Advisors LLC16,071$1.30M
Tiedemann Advisors, LLC15,332$1.24M
Gyroscope Capital Management Group, LLC13,759$1.12M
Payden & Rygel Investment Group13,730$1.11M
Trellus Management Company, LLC13,200$1.07M
Foster Dykema Cabot & Co Inc7,895$640.0K
Key Bridge Compliance, LLC7,789$631.3K
V Wealth Advisors LLC7,470$605.4K
Hall Private Wealth Advisors7,365$596.9K
QP Wealth Management, LLC7,080$573.8K
Comerica Securities,inc.7,015$568.6K
Mark Stevens5,445$441.3K
Old North State Trust, LLC5,298$429.0K
Icon Wealth Partners, LLC5,029$407.6K
Polaris Wealth Advisory Group, LLC4,543$368.2K
Column Capital Advisors, LLC4,181$338.9K
Amica Retiree Medical Trust4,164$337.0K
KCS Wealth Advisory4,059$329.0K
Triad Financial Advisors, Inc.3,880$314.5K
Innovis Asset Management LLC3,755$304.3K
SBB Research Group LLC3,718$301.3K
Truadvice, LLC3,179$280.6K
Windsor Group LTD2,746$223.0K
Armstrong Shaw Associates Inc2,610$211.5K
Cyrus J. Lawrence, LLC2,400$194.0K
Kenfarb & Co.1,159$93.9K
Sutton Wealth Advisors Inc.991$80.3K
KB Financial Partners, LLC940$76.0K
WFA of San Diego, LLC916$74.2K
Antonetti Capital Management LLC792$64.2K
Steward Financial Group LLC418$33.0K
Sturgeon Ventures LLP155$12.6K
Gilfoyle Management LLC38$3.26K
Johnson Midwest Financial, LLC22$1.78K