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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Visionary Wealth Advisors | 5,338 | $482.0K | 0.04% | −251−4.5% | Reduced |
| AdvisorNet Financial, Inc | 5,340 | $482.2K | 0.04% | −4,440−45.4% | Reduced |
| SP Asset Management LLC | 5,342 | $482.3K | 0.05% | −500−8.6% | Reduced |
| Clean Yield Group | 5,349 | $483.0K | 0.20% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5,357 | $483.7K | 0.20% | +22+0.4% | Added |
| Mirador Capital Partners LP | 5,364 | $484.3K | 0.10% | +56+1.1% | Added |
| Neumann Capital Management, LLC | 5,364 | $484.3K | 0.19% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 5,373 | $485.1K | 0.15% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 5,388 | $486.9K | 0.09% | −484−8.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,401 | $487.7K | 0.15% | −159−2.9% | Reduced |
| Vident Advisory, LLC | 5,416 | $489.0K | 0.01% | −952−14.9% | Reduced |
| Perpetual Ltd | 5,418 | $489.2K | 0.01% | −1,197−18.1% | Reduced |
| Legacy Bridge, LLC | 5,423 | $489.6K | 0.32% | −923−14.5% | Reduced |
| Crumly & Associates Inc. | 5,428 | $490.1K | 0.14% | +1,542+39.7% | Added |
| Aureus Asset Management, LLC | 5,430 | $490.3K | 0.04% | +278+5.4% | Added |
| KG&L Capital Management,LLC | 5,464 | $491.6K | 0.21% | −609−10.0% | Reduced |
| Modern Wealth Management, LLC | 5,448 | $491.9K | 0.06% | +5,448 | New |
| Saranac Partners Ltd | 5,450 | $492.1K | 0.33% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 5,453 | $492.4K | 0.17% | −713−11.6% | Reduced |
| WP Advisors, LLC | 5,454 | $492.5K | 0.18% | −604−10.0% | Reduced |
| Hutchinson Capital Management | 5,462 | $493.2K | 0.11% | −184−3.3% | Reduced |
| Delta Investment Management, LLC | 5,473 | $494.2K | 0.12% | +80+1.5% | Added |
| Napatree Capital LLC | 5,477 | $494.5K | 0.50% | +5,477 | New |
| Nabity-Jensen Investment Management Inc | 5,478 | $494.6K | 0.44% | +5,478 | New |
| Wellington Shields Capital Management, LLC | 5,480 | $494.8K | 0.06% | −284−4.9% | Reduced |
| Rakuten Securities, Inc. | 5,480 | $494.8K | 0.39% | +5,480 | New |
| Boit C F David | 5,400 | $494.9K | 0.28% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,489 | $495.6K | 0.16% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 5,491 | $495.8K | 0.20% | +4+0.1% | Added |
| ORG Partners LLC | 5,492 | $495.9K | 0.08% | +3,304+151.0% | Added |
| Sabal Trust CO | 5,499 | $496.5K | 0.03% | −732−11.7% | Reduced |
| Pinnacle Bancorp, Inc. | 5,501 | $496.7K | 0.16% | +331+6.4% | Added |
| Guardian Wealth Advisors, LLC | 5,502 | $496.8K | 0.08% | +408+8.0% | Added |
| Prentice Wealth Management LLC | 5,503 | $496.9K | 0.19% | +511+10.2% | Added |
| Global Financial Private Client, LLC | 5,508 | $497.3K | 0.23% | −52−0.9% | Reduced |
| Detalus Advisors, LLC | 5,517 | $498.1K | 0.20% | −585−9.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,517 | $498.1K | 0.35% | −1,101−16.6% | Reduced |
| Forza Wealth Management, LLC | 5,520 | $498.4K | 0.28% | −200−3.5% | Reduced |
| SkyOak Wealth, LLC | 5,521 | $498.5K | 0.13% | −52−0.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,522 | $498.6K | 0.41% | −54−1.0% | Reduced |
| Probity Advisors, Inc. | 5,528 | $499.1K | 0.11% | +91+1.7% | Added |
| Maple Capital Management, Inc. | 5,537 | $499.9K | 0.05% | +36+0.7% | Added |
| ProVise Management Group, LLC | 5,546 | $500.7K | 0.04% | +379+7.3% | Added |
| Morton Capital Management LLC | 5,549 | $501.0K | 0.15% | −335−5.7% | Reduced |
| Castle Rock Wealth Management, LLC | 5,531 | $501.1K | 0.15% | −34−0.6% | Reduced |
| Strategic Planning Group, LLC | 5,569 | $502.9K | 0.17% | +5,569 | New |
| Westwood Wealth Management | 5,570 | $502.9K | 0.39% | −320−5.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 5,570 | $502.9K | 0.06% | +472+9.3% | Added |
| One River Asset Management, LLC | 5,581 | $503.9K | 0.15% | −1,503−21.2% | Reduced |
| Altus Wealth Group LLC | 5,588 | $504.5K | 0.28% | −370−6.2% | Reduced |
| LSV Asset Management | 5,600 | $506.0K | 0.00% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,591 | $506.5K | 0.38% | −1,809−24.4% | Reduced |
| Hohimer Wealth Management, LLC | 5,610 | $506.5K | 0.13% | −1,152−17.0% | Reduced |
| Summit Asset Management, LLC | 5,619 | $507.4K | 0.12% | +435+8.4% | Added |
| Alhambra Investment Partners LLC | 5,620 | $507.4K | 0.30% | +141+2.6% | Added |
| Nikulski Financial, Inc. | 5,625 | $507.8K | 0.19% | −2,600−31.6% | Reduced |
| Bridgeworth, LLC | 5,635 | $508.8K | 0.05% | −21−0.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,656 | $511.0K | 0.20% | −200−3.4% | Reduced |
| Baystate Wealth Management LLC | 5,674 | $512.3K | 0.04% | −301−5.0% | Reduced |
| Oxford Asset Management LLP | 5,695 | $514.2K | 0.78% | +5,695 | New |
| Veracity Capital LLC | 5,723 | $516.8K | 0.21% | +124+2.2% | Added |
| Taylor Financial Group, Inc. | 5,737 | $518.0K | 0.43% | +5,737 | New |
| Athena Investment Management | 5,739 | $518.2K | 0.34% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 5,740 | $518.3K | 0.03% | −766−11.8% | Reduced |
| Wilkins Investment Counsel Inc | 5,750 | $519.2K | 0.13% | −382−6.2% | Reduced |
| Whitener Capital Management, Inc. | 5,751 | $519.3K | 0.19% | −218−3.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,756 | $519.7K | 0.37% | −3−0.1% | Reduced |
| Caption Management, LLC | 5,756 | $519.7K | 0.06% | +5,756 | New |
| Quadcap Wealth Management, LLC | 5,759 | $520.0K | 0.13% | +5,759 | New |
| Tran Capital Management, L.P. | 5,787 | $522.5K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 5,790 | $522.8K | 0.25% | +150+2.7% | Added |
| McKinley Carter Wealth Services, Inc. | 5,805 | $524.1K | 0.04% | −1,263−17.9% | Reduced |
| Novak & Powell Financial Services, Inc. | 5,806 | $524.3K | 0.35% | +5,806 | New |
| Kraft, Davis & Associates, LLC | 5,495 | $524.5K | 0.16% | +5,495 | New |
| Elevated Capital Advisors, LLC | 5,816 | $525.1K | 0.16% | −106−1.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 5,817 | $525.2K | 0.04% | −30−0.5% | Reduced |
| Janney Capital Management LLC | 5,831 | $526.0K | 0.04% | −59,662−91.1% | Reduced |
| Blue Fin Capital, Inc. | 5,842 | $527.5K | 0.14% | −4,334−42.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,845 | $527.7K | 0.02% | −720−11.0% | Reduced |
| Intrua Financial, LLC | 5,850 | $528.2K | 0.08% | −224−3.7% | Reduced |
| L2 Asset Management, LLC | 5,856 | $528.7K | 0.22% | +5,649+2,729.0% | Added |
| Pacific Center for Financial Services | 5,858 | $528.9K | 0.17% | −10−0.2% | Reduced |
| Twin Lakes Capital Management, LLC | 5,881 | $531.0K | 0.36% | −514−8.0% | Reduced |
| BCJ Capital Management, LLC | 5,890 | $531.8K | 0.05% | +34+0.6% | Added |
| Lecap Asset Management Ltd | 5,900 | $532.7K | 0.19% | +5,900 | New |
| Vicus Capital | 5,906 | $533.2K | 0.05% | −1,111−15.8% | Reduced |
| Angeles Investment Advisors, LLC | 5,915 | $535.3K | 0.03% | +1,713+40.8% | Added |
| Apella Capital, LLC | 5,914 | $535.5K | 0.03% | −150−2.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5,934 | $535.8K | 0.29% | −50−0.8% | Reduced |
| River Street Advisors LLC | 5,949 | $537.1K | 0.43% | −1,095−15.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 5,958 | $538.0K | 0.02% | −474,096−98.8% | Reduced |
| Plancorp, LLC | 5,989 | $540.8K | 0.03% | +19+0.3% | Added |
| Annex Advisory Services, LLC | 5,989 | $540.8K | 0.02% | −720−10.7% | Reduced |
| Harvey Investment Co LLC | 5,988 | $541.0K | 0.07% | 00.0% | Unchanged |
| Community Bank of Raymore | 5,992 | $541.0K | 0.24% | +260+4.5% | Added |
| Regents of the University of California | 6,000 | $541.7K | 0.07% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 6,009 | $542.6K | 0.16% | −26,348−81.4% | Reduced |
| Marks Group Wealth Management, Inc | 6,014 | $543.0K | 0.06% | +1,000+19.9% | Added |
| Flynn Zito Capital Management, LLC | 6,029 | $544.4K | 0.37% | +85+1.4% | Added |
| First Pacific Financial | 6,039 | $545.3K | 0.17% | +82+1.4% | Added |