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
- 3,009
- +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
- 927 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 | 3,179 | $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, 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 |
|---|---|---|---|---|---|
| Waterloo Capital, L.P. | 6,043 | $545.6K | 0.09% | +6,043 | New |
| Diversified, LLC | 6,047 | $546.0K | 0.12% | +245+4.2% | Added |
| Strategic Wealth Partners, Ltd. | 6,056 | $546.8K | 0.07% | −1,932−24.2% | Reduced |
| McDonough Capital Management, Inc | 6,061 | $547.1K | 0.47% | −1,150−15.9% | Reduced |
| Berkeley Capital Partners, LLC | 6,086 | $549.5K | 0.18% | −331−5.2% | Reduced |
| Beacon Financial Group | 6,089 | $549.8K | 0.07% | −1,047−14.7% | Reduced |
| Richardson Financial Services Inc. | 6,099 | $550.7K | 0.48% | +6,099 | New |
| Texas Capital Bank Wealth Management Services Inc | 6,100 | $550.8K | 0.07% | −30,270−83.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,101 | $550.8K | 0.11% | +697+12.9% | Added |
| Machina Capital S.A.S. | 6,101 | $550.9K | 0.36% | +6,101 | New |
| Mathes Company, Inc. | 6,115 | $552.0K | 0.23% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 6,125 | $553.0K | 0.13% | +6,125 | New |
| Parkside Financial Bank & Trust | 6,130 | $553.5K | 0.10% | +1,202+24.4% | Added |
| Sterling Investment Advisors, Ltd. | 6,134 | $553.9K | 0.17% | −1,105−15.3% | Reduced |
| Addison Advisors LLC | 6,138 | $554.2K | 0.22% | +391+6.8% | Added |
| Mason & Associates Inc | 6,139 | $554.3K | 0.16% | +157+2.6% | Added |
| Chemung Canal Trust Co | 6,151 | $555.4K | 0.11% | −445−6.7% | Reduced |
| Vanguard Capital Wealth Advisors | 6,162 | $556.4K | 0.45% | −2,800−31.2% | Reduced |
| MSH Capital Advisors LLC | 6,170 | $557.1K | 0.21% | −10,559−63.1% | Reduced |
| Mizuho Securities Co. Ltd. | 6,170 | $557.1K | 2.00% | +2,890+88.1% | Added |
| Investment House LLC | 6,175 | $557.5K | 0.04% | −100−1.6% | Reduced |
| Beacon Investment Advisors LLC | 6,184 | $558.4K | 0.36% | −1,330−17.7% | Reduced |
| DF Dent & Co Inc | 6,193 | $559.2K | 0.01% | +2,587+71.7% | Added |
| Golden State Equity Partners | 6,208 | $560.5K | 0.14% | +542+9.6% | Added |
| Grant/GrossMendelsohn, LLC | 5,879 | $560.6K | 0.23% | +10.0% | Added |
| Hemington Wealth Management | 6,213 | $561.0K | 0.22% | +925+17.5% | Added |
| Access Investment Management LLC | 6,216 | $561.2K | 0.21% | +6,216 | New |
| Central Bank & Trust Co | 6,217 | $561.3K | 0.09% | −1,287−17.2% | Reduced |
| Valley National Advisers Inc | 6,226 | $562.0K | 0.09% | −266−4.1% | Reduced |
| Tompkins Financial Corp | 6,236 | $563.0K | 0.07% | −1,283−17.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,245 | $563.9K | 0.14% | −530−7.8% | Reduced |
| Peddock Capital Advisors, LLC | 6,253 | $564.6K | 0.17% | −734−10.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,260 | $565.2K | 0.15% | +2,057+48.9% | Added |
| Sheets Smith Wealth Management | 6,268 | $566.0K | 0.08% | −290−4.4% | Reduced |
| Bray Capital Advisors | 6,269 | $566.0K | 0.16% | +11+0.2% | Added |
| Navalign, LLC | 6,269 | $566.0K | 0.20% | −2,255−26.5% | Reduced |
| Blue Edge Capital, LLC | 6,284 | $567.4K | 0.11% | +400+6.8% | Added |
| Grove Bank & Trust | 6,287 | $567.7K | 0.10% | −350−5.3% | Reduced |
| 9258 Wealth Management, LLC | 6,287 | $567.7K | 0.10% | −420−6.3% | Reduced |
| Barton Investment Management | 6,289 | $567.8K | 0.07% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 6,300 | $568.8K | 0.18% | +2,625+71.4% | Added |
| Mystic Asset Management, Inc. | 6,317 | $570.4K | 0.27% | −226−3.5% | Reduced |
| Citizens & Northern Corp | 6,319 | $570.5K | 0.20% | −364−5.4% | Reduced |
| Smartleaf Asset Management LLC | 6,342 | $571.6K | 0.15% | +6,342 | New |
| Gillespie Robinson & Grimm Inc | 6,333 | $571.8K | 0.05% | 00.0% | Unchanged |
| Allstate Corp | 6,342 | $572.6K | 0.04% | +880+16.1% | Added |
| Worth Financial Advisory Group, LLC | 6,346 | $572.9K | 0.46% | −1,387−17.9% | Reduced |
| Finer Wealth Management, Inc. | 6,364 | $574.6K | 0.43% | −1,561−19.7% | Reduced |
| American Financial Advisors, LLC | 6,374 | $575.5K | 0.09% | −216−3.3% | Reduced |
| Milestone Asset Management, LLC | 6,387 | $576.7K | 0.19% | +233+3.8% | Added |
| Landaas & Co | 6,395 | $577.0K | 0.21% | −60−0.9% | Reduced |
| Point72 Hong Kong Ltd | 6,441 | $581.5K | 0.04% | +6,441 | New |
| Hunter Associates Investment Management LLC | 6,475 | $584.0K | 0.11% | −8−0.1% | Reduced |
| Willner & Heller, LLC | 6,501 | $587.0K | 0.66% | +6,501 | New |
| First Heartland Consultants, Inc. | 6,506 | $587.0K | 0.07% | −77−1.2% | Reduced |
| PDS Planning, Inc | 6,508 | $587.6K | 0.07% | +1,299+24.9% | Added |
| Austin Wealth Management, LLC | 5,285 | $589.8K | 0.16% | +2,984+129.7% | Added |
| LaFleur & Godfrey LLC | 6,547 | $591.1K | 0.09% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6,554 | $591.8K | 0.14% | −1,011−13.4% | Reduced |
| West Coast Financial LLC | 6,554 | $591.8K | 0.08% | −65,182−90.9% | Reduced |
| ROI Financial Advisors, LLC | 6,570 | $593.0K | 0.49% | +6,570 | New |
| Advisor OS, LLC | 6,580 | $594.2K | 0.08% | +1,041+18.8% | Added |
| Oak Asset Management, LLC | 6,597 | $595.7K | 0.24% | −590−8.2% | Reduced |
| Hara Capital LLC | 6,599 | $595.8K | 0.42% | +6,599 | New |
| Abacus Planning Group, Inc. | 6,604 | $596.2K | 0.13% | −1,925−22.6% | Reduced |
| James Investment Research Inc | 6,611 | $596.9K | 0.07% | −74−1.1% | Reduced |
| Ledyard National Bank | 6,617 | $597.4K | 0.06% | −696−9.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,618 | $597.5K | 0.26% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 6,658 | $601.2K | 0.09% | −1,250−15.8% | Reduced |
| GW Henssler & Associates Ltd | 6,671 | $602.4K | 0.04% | −81−1.2% | Reduced |
| NCM Capital Management, LLC | 6,684 | $603.5K | 0.37% | −175−2.6% | Reduced |
| Palisade Asset Management, LLC | 6,687 | $603.8K | 0.07% | +829+14.2% | Added |
| Prospect Financial Services LLC | 6,690 | $604.0K | 0.61% | +6,690 | New |
| Formidable Asset Management, LLC | 6,732 | $607.9K | 0.13% | −18−0.3% | Reduced |
| Soltis Investment Advisors LLC | 6,741 | $608.7K | 0.07% | +6+0.1% | Added |
| Zacks Investment Management | 6,750 | $609.5K | 0.01% | −133−1.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,752 | $609.6K | 0.06% | +287+4.4% | Added |
| Coastwise Capital Group, LLC | 6,752 | $609.6K | 0.62% | +149+2.3% | Added |
| Pacific Sun Financial Corp | 6,752 | $609.7K | 0.38% | +93+1.4% | Added |
| Aviso Wealth Management | 6,758 | $610.2K | 0.44% | +6,758 | New |
| Missouri Trust & Investment Co | 6,762 | $610.5K | 0.25% | −485−6.7% | Reduced |
| Crawford Investment Counsel Inc | 6,767 | $611.0K | 0.01% | +1,006+17.5% | Added |
| Lantern Wealth Advisors, LLC | 6,782 | $612.4K | 0.48% | +6,782 | New |
| Parisi Gray Wealth Management | 6,783 | $612.5K | 0.25% | −618−8.4% | Reduced |
| Manchester Capital Management LLC | 6,784 | $612.5K | 0.08% | +1,262+22.9% | Added |
| Financial Management Network Inc | 6,752 | $613.8K | 0.18% | +81+1.2% | Added |
| Indiana Trust & Investment Management CO | 6,807 | $614.6K | 0.28% | −60−0.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,893 | $616.6K | 0.14% | −11−0.2% | Reduced |
| Prosperity Consulting Group, LLC | 6,836 | $617.3K | 0.21% | −1,293−15.9% | Reduced |
| Masso Torrence Wealth Management Inc. | 6,838 | $617.4K | 0.42% | −25−0.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,849 | $618.4K | 0.11% | −388−5.4% | Reduced |
| Liberty Capital Management, Inc. | 6,867 | $620.0K | 0.16% | −2,345−25.5% | Reduced |
| PBMares Wealth Management LLC | 6,870 | $620.3K | 0.19% | −6−0.1% | Reduced |
| Conscious Wealth Investments, LLC | 6,540 | $620.4K | 0.49% | +6,540 | New |
| RVW Wealth, LLC | 6,906 | $623.5K | 0.07% | −28−0.4% | Reduced |
| Wellspring Financial Advisors, LLC | 6,910 | $623.9K | 0.16% | +64+0.9% | Added |
| Neo Ivy Capital Management | 6,916 | $624.0K | 1.39% | +6,916 | New |
| Acorn Wealth Advisors, LLC | 6,913 | $624.2K | 0.37% | −10.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,924 | $625.2K | 0.26% | +256+3.8% | Added |
| Oxford Financial Group Ltd | 6,925 | $625.2K | 0.05% | +1,799+35.1% | Added |