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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; 2,947 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, Q4 2023

Institutional positions in Walt Disney Co as of Dec 31, 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
3,010
+227 vs. Q3 2023
Shares held
1.21B
+45.7M (+3.9%) vs. Q3 2023
Total value
$109.0B
+$14.8B (+15.7%) vs. Q3 2023
New holders
374
928 more added
Sold out
147
1,465 more reduced

49 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 3,010 institutions
Q1 2021: 3,174 institutionsQ2 2021: 3,114 institutionsQ3 2021: 3,097 institutionsQ4 2021: 3,373 institutionsQ1 2022: 3,297 institutionsQ2 2022: 3,016 institutionsQ3 2022: 3,006 institutionsQ4 2022: 2,996 institutionsQ1 2023: 3,077 institutionsQ2 2023: 2,963 institutionsQ3 2023: 2,832 institutionsQ4 2023: 3,010 institutionsQ1 2024: 3,178 institutionsQ2 2024: 3,035 institutionsQ3 2024: 2,941 institutionsQ4 2024: 3,249 institutionsQ1 2025: 3,077 institutionsQ2 2025: 3,210 institutionsQ3 2025: 3,083 institutionsQ4 2025: 3,187 institutionsQ1 2026: 3,017 institutionsQ2 2026: 2,947 institutions
Value heldQ4 2023: $109.0B
Q1 2021: $218.1BQ2 2021: $208.0BQ3 2021: $200.3BQ4 2021: $181.8BQ1 2022: $158.8BQ2 2022: $107.4BQ3 2022: $109.7BQ4 2022: $100.6BQ1 2023: $116.4BQ2 2023: $102.4BQ3 2023: $94.4BQ4 2023: $109.0BQ1 2024: $152.6BQ2 2024: $122.6BQ3 2024: $119.2BQ4 2024: $141.5BQ1 2025: $127.0BQ2 2025: $162.0BQ3 2025: $148.5BQ4 2025: $151.4BQ1 2026: $125.0BQ2 2026: $127.3B
Institutions holding DIS and their total value by quarter
QuarterHoldersValue
Q2 20262,947$127.3B
Q1 20263,017$125.0B
Q4 20253,187$151.4B
Q3 20253,083$148.5B
Q2 20253,210$162.0B
Q1 20253,077$127.0B
Q4 20243,249$141.5B
Q3 20242,941$119.2B
Q2 20243,035$122.6B
Q1 20243,178$152.6B
Q4 20233,010$109.0B
Q3 20232,832$94.4B
Q2 20232,963$102.4B
Q1 20233,077$116.4B
Q4 20222,996$100.6B
Q3 20223,006$109.7B
Q2 20223,016$107.4B
Q1 20223,297$158.8B
Q4 20213,373$181.8B
Q3 20213,097$200.3B
Q2 20213,114$208.0B
Q1 20213,174$218.1B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q3 2023.

Institutions holding DIS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ulland Investment Advisors, LLC3$00.00%−9−75.0%Reduced
MidAtlantic Capital Management, Inc.1$900.00%+1New
Evergreen Private Wealth LLC4$3610.00%+4New
Game Plan Financial Advisors, LLC5$4510.00%+5New
Life Planning Partners, Inc5$4520.00%+5New
Delos Wealth Advisors, LLC6$5420.00%00.0%Unchanged
Arcadia Investment Management Corp9$8130.00%00.0%Unchanged
Cedar Wealth Management, LLC10$9030.00%00.0%Unchanged
Tacita Capital Inc10$9030.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.4$1.00K0.00%00.0%Unchanged
Robbins Farley LLC14$1.26K0.00%00.0%Unchanged
Halpern Financial, Inc.15$1.38K0.00%−59−79.7%Reduced
ClariVest Asset Management LLC17$1.54K0.00%+5+41.7%Added
Eukles Asset Management20$1.81K0.00%−2−9.1%Reduced
WestEnd Advisors, LLC20$1.81K0.00%+2+11.1%Added
a16z Perennial Management, L.P.22$1.99K0.00%+22New
Custom Portfolio Group LLC31$2.81K0.00%+31New
Creekmur Asset Management LLC32$2.89K0.00%+32New
Cordant, Inc.32$2.89K0.00%00.0%Unchanged
Global Wealth Strategies & Associates35$3.16K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd38$3.43K0.00%00.0%Unchanged
Capital Management Associates41$3.70K0.00%00.0%Unchanged
Horrell Capital Management, Inc.46$4.00K0.00%00.0%Unchanged
Clear Investment Research, LLC51$4.61K0.01%−4−7.3%Reduced
DecisionPoint Financial, LLC54$4.88K0.00%+5+10.2%Added
Davidson Capital Management Inc.54$4.88K0.00%+54New
Trust Co55$4.97K0.00%00.0%Unchanged
Lummis Asset Management, LP58$5.24K0.00%+58New
Financial Synergies Wealth Advisors, Inc.69$6.00K0.00%+10+16.9%Added
Benjamin Edwards Inc69$6.00K0.00%−50−42.0%Reduced
RE Dickinson Investment Advisors, LLC59$6.00K0.00%−50−45.9%Reduced
Bollard Group LLC71$6.00K0.00%00.0%Unchanged
Advisors Preferred, LLC70$6.35K0.00%+10+16.7%Added
JDM Financial Group LLC75$6.77K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd77$7.00K0.00%−403−84.0%Reduced
Your Advocates Ltd., LLP83$7.49K0.00%00.0%Unchanged
West Financial Advisors, LLC86$7.76K0.00%00.0%Unchanged
Grayhawk Investment Strategies Inc.87$7.86K0.00%00.0%Unchanged
NewSquare Capital LLC87$7.88K0.00%−169−66.0%Reduced
Stuart Chaussee & Associates, Inc.100$9.03K0.00%00.0%Unchanged
Lam Group, Inc.100$9.03K0.01%00.0%Unchanged
Friedenthal Financial100$9.03K0.01%+100New
TD Capital Management LLC100$9.04K0.00%−200−66.7%Reduced
Insight Financial Services102$9.21K0.01%00.0%Unchanged
WFA Asset Management Corp106$9.57K0.01%−200−65.4%Reduced
LGT Financial Advisors LLC107$9.66K0.01%−330−75.5%Reduced
Solstein Capital, LLC107$9.66K0.01%−12−10.1%Reduced
Aspect Partners, LLC107$9.66K0.01%+107New
Burkett Financial Services, LLC110$9.93K0.01%+110New
Atlantic Private Wealth, LLC111$10.1K0.01%00.0%Unchanged
Goodman Advisory Group, LLC116$10.5K0.00%−85−42.3%Reduced
Abich Financial Wealth Management LLC116$10.5K0.01%+116New
Robinswood Financial LLC116$10.5K0.00%00.0%Unchanged
Richardson Capital Management LLC120$10.8K0.01%+120New
Nalls Sherbakoff Group, LLC123$11.1K0.01%−6−4.7%Reduced
4Thought Financial Group Inc.124$11.2K0.01%+124New
Kessler Investment Group, LLC127$11.5K0.01%00.0%Unchanged
Valued Wealth Advisors LLC150$12.2K0.01%+150New
CarsonAllaria Wealth Management, Ltd.137$12.4K0.01%−114−45.4%Reduced
Cypress Capital Management LLC (WY)137$12.4K0.01%00.0%Unchanged
HBC Financial Services, PLLC150$13.0K0.01%00.0%Unchanged
Team Financial Group, LLC149$13.5K0.01%00.0%Unchanged
Red Tortoise LLC152$13.7K0.01%+134+744.4%Added
PayPay Securities Corp155$14.1K0.69%−53−25.5%Reduced
DAGCO, Inc.159$14.4K0.01%−6,005−97.4%Reduced
Dynamic Wealth Strategies, LLC159$14.4K0.01%+159New
CGC Financial Services, LLC167$15.1K0.01%+85+103.7%Added
West Branch Capital LLC203$18.4K0.01%−13,556−98.5%Reduced
MB, Levis & Associates, LLC234$21.1K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC243$22.0K0.01%−103−29.8%Reduced
Ashburton (Jersey) Ltd270$22.0K0.01%00.0%Unchanged
Retirement Group, LLC247$22.3K0.01%00.0%Unchanged
New Millennium Group LLC250$22.6K0.02%−17−6.4%Reduced
Hall Laurie J Trustee255$23.0K0.01%−600−70.2%Reduced
Richard W. Paul & Associates, LLC265$23.9K0.01%00.0%Unchanged
First PREMIER Bank261$24.0K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.267$24.1K0.00%+267New
Bear Mountain Capital, Inc.261$24.3K0.01%+261New
Nordwand Advisors, LLC279$25.2K0.01%00.0%Unchanged
Planned Solutions, Inc.285$25.7K0.01%+285New
Marathon Trading Investment Management LLC294$26.5K0.01%−8,360−96.6%Reduced
LFA - Lugano Financial Advisors SA300$27.1K0.02%−500−62.5%Reduced
J.Safra Asset Management Corp303$27.4K0.00%00.0%Unchanged
Quarry LP307$27.7K0.01%−662−68.3%Reduced
Gold Investment Management Ltd.308$27.8K0.01%+308New
PFG Private Wealth Management, LLC312$28.2K0.02%−100−24.3%Reduced
Luken Investment Analytics, LLC335$30.2K0.02%00.0%Unchanged
Boyd Watterson Asset Management LLC345$31.1K0.01%00.0%Unchanged
Stone House Investment Management, LLC346$31.2K0.01%+270+355.3%Added
Partnership Wealth Management, LLC340$32.7K0.02%+340New
Evolution Advisers, Inc.380$34.0K0.02%+105+38.2%Added
Ofi Invest Asset Management430$35.1K0.00%−17−3.8%Reduced
Provenance Wealth Advisors, LLC405$36.6K0.00%−25−5.8%Reduced
Avondale Wealth Management407$36.7K0.03%00.0%Unchanged
Wolff Wiese Magana LLC410$37.0K0.04%−165−28.7%Reduced
Frank, Rimerman Advisors LLC414$37.4K0.01%+414New
Oliver Lagore Vanvalin Investment Group415$37.5K0.01%−96−18.8%Reduced
Mascoma Wealth Management LLC421$38.0K0.01%−223−34.6%Reduced
Cedar Mountain Advisors, LLC429$38.7K0.01%00.0%Unchanged
BKM Wealth Management, LLC434$39.2K0.02%+434New