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 |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 6,927 | $625.5K | 0.09% | −2,424−25.9% | Reduced |
| Mainstay Capital Management LLC | 6,930 | $625.7K | 0.12% | +816+13.3% | Added |
| Icon Wealth Advisors, LLC | 6,942 | $626.8K | 0.07% | +6,942 | New |
| Spinnaker Trust | 6,946 | $627.2K | 0.04% | +780+12.7% | Added |
| Chatham Capital Group, Inc. | 6,964 | $628.8K | 0.13% | −16−0.2% | Reduced |
| Silverlake Wealth Management LLC | 6,997 | $631.8K | 0.35% | −1,410−16.8% | Reduced |
| StrategIQ Financial Group, LLC | 7,002 | $632.2K | 0.07% | −325−4.4% | Reduced |
| Drive Wealth Management, LLC | 6,982 | $632.6K | 0.20% | +1,085+18.4% | Added |
| Amplius Wealth Advisors, LLC | 7,012 | $633.1K | 0.08% | −491−6.5% | Reduced |
| CV Advisors LLC | 7,020 | $633.8K | 0.46% | −8,651−55.2% | Reduced |
| Syon Capital LLC | 7,032 | $634.9K | 0.06% | +2,737+63.7% | Added |
| EverSource Wealth Advisors, LLC | 7,041 | $635.7K | 0.06% | −3,595−33.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,049 | $636.4K | 0.29% | −420−5.6% | Reduced |
| Central Valley Advisors, LLC | 7,055 | $637.0K | 0.37% | +7,055 | New |
| Mechanics Bank Trust Department | 7,064 | $637.8K | 0.10% | +849+13.7% | Added |
| OneAscent Financial Services LLC | 7,062 | $638.0K | 0.08% | +3,022+74.8% | Added |
| Patrick M Sweeney & Associates, Inc | 7,068 | $638.1K | 0.58% | +7,068 | New |
| White Pine Capital LLC | 7,075 | $638.8K | 0.25% | −1,300−15.5% | Reduced |
| GW&K Investment Management, LLC | 7,073 | $639.0K | 0.01% | −10,403−59.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,086 | $639.8K | 0.60% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 7,109 | $641.9K | 0.03% | −1,210−14.5% | Reduced |
| Opal Wealth Advisors, LLC | 7,125 | $643.3K | 0.25% | +954+15.5% | Added |
| Power Wealth Management LLC | 7,145 | $645.1K | 0.47% | +7,145 | New |
| Eudaimonia Partners, LLC | 7,168 | $647.2K | 0.17% | −5,665−44.1% | Reduced |
| WealthTrust Axiom LLC | 7,170 | $647.5K | 0.22% | +663+10.2% | Added |
| KC Investment Advisors, LLC | 7,222 | $652.1K | 0.39% | +524+7.8% | Added |
| Legacy Capital Wealth Partners, LLC | 7,239 | $653.6K | 0.19% | −2,879−28.5% | Reduced |
| Copperleaf Capital, LLC | 7,241 | $653.8K | 0.67% | −1,435−16.5% | Reduced |
| Viawealth, LLC | 7,243 | $654.0K | 0.45% | −1,290−15.1% | Reduced |
| LCM Capital Management Inc | 7,251 | $654.6K | 0.47% | −30.0% | Reduced |
| MGO Private Wealth, LLC | 7,254 | $655.0K | 0.45% | +261+3.7% | Added |
| PFG Advisors | 7,256 | $655.2K | 0.05% | +133+1.9% | Added |
| Navellier & Associates Inc | 7,271 | $656.5K | 0.10% | +30+0.4% | Added |
| West Paces Advisors Inc. | 7,287 | $658.0K | 0.18% | −75−1.0% | Reduced |
| Old Port Advisors | 7,294 | $658.6K | 0.22% | −303−4.0% | Reduced |
| Clarity Wealth Advisors, LLC | 7,297 | $658.8K | 0.25% | −158−2.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,342 | $662.9K | 0.10% | +1,632+28.6% | Added |
| Chicago Partners Investment Group LLC | 7,091 | $663.0K | 0.03% | −298−4.0% | Reduced |
| Traphagen Investment Advisors LLC | 7,346 | $663.3K | 0.08% | +347+5.0% | Added |
| Goldstein Advisors, LLC | 7,358 | $664.4K | 0.11% | −80−1.1% | Reduced |
| Aspen Wealth Strategies, LLC | 7,366 | $665.1K | 0.48% | +18+0.2% | Added |
| WealthPLAN Partners, LLC | 7,366 | $665.1K | 0.07% | +2,243+43.8% | Added |
| Mizuho Markets Cayman LP | 7,388 | $667.1K | 0.58% | −6,235−45.8% | Reduced |
| Paulson Wealth Management Inc. | 7,389 | $667.2K | 0.21% | +2,132+40.6% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,396 | $667.8K | 0.28% | +76+1.0% | Added |
| Berger Financial Group, Inc | 7,397 | $667.9K | 0.07% | −512−6.5% | Reduced |
| Saybrook Capital | 7,400 | $668.0K | 0.19% | 00.0% | Unchanged |
| Truepoint, Inc. | 7,416 | $669.6K | 0.02% | +1,377+22.8% | Added |
| Edge Capital Group, LLC | 7,420 | $670.0K | 0.04% | +602+8.8% | Added |
| DeDora Capital, Inc. | 7,431 | $671.0K | 0.24% | +11+0.1% | Added |
| Quent Capital, LLC | 7,439 | $671.7K | 0.09% | +823+12.4% | Added |
| Evolution Wealth Advisors, LLC | 7,442 | $671.9K | 0.14% | +1,842+32.9% | Added |
| Fiduciary Family Office, LLC | 7,450 | $672.7K | 0.29% | +7,450 | New |
| Arnhold LLC | 7,464 | $673.9K | 0.08% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 7,475 | $674.9K | 0.62% | +7,475 | New |
| Cypress Wealth Services, LLC | 7,487 | $676.0K | 0.17% | −2,482−24.9% | Reduced |
| Triumph Capital Management | 7,481 | $677.6K | 0.29% | +367+5.2% | Added |
| Greenland Capital Management LP | 7,517 | $678.7K | 0.10% | +7,517 | New |
| Cyndeo Wealth Partners, LLC | 7,522 | $679.2K | 0.06% | −1,094−12.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,470 | $680.0K | 0.46% | −357−4.6% | Reduced |
| Verdence Capital Advisors LLC | 7,534 | $680.2K | 0.07% | −64−0.8% | Reduced |
| Liberty Wealth Management LLC | 7,542 | $681.0K | 0.15% | −100−1.3% | Reduced |
| PAX Financial Group, LLC | 6,166 | $681.6K | 0.14% | +821+15.4% | Added |
| WESCAP Management Group, Inc. | 7,551 | $681.8K | 0.22% | −215−2.8% | Reduced |
| Harbor Investment Advisory, LLC | 7,559 | $682.5K | 0.08% | −641−7.8% | Reduced |
| Aaron Wealth Advisors | 7,562 | $682.7K | 0.11% | +1,016+15.5% | Added |
| Tilt Investment Management Holdings, PBC | 7,537 | $683.0K | 0.74% | −2,051−21.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,566 | $683.1K | 0.51% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,573 | $683.8K | 0.12% | −191−2.5% | Reduced |
| Aull & Monroe Investment Management Corp | 7,585 | $684.9K | 0.34% | −200−2.6% | Reduced |
| Papp L Roy & Associates | 7,592 | $685.4K | 0.09% | −5,608−42.5% | Reduced |
| Oxler Private Wealth LLC | 7,619 | $687.9K | 0.57% | −561−6.9% | Reduced |
| Palogic Value Management, L.P. | 7,630 | $688.9K | 0.31% | +1,049+15.9% | Added |
| Aire Advisors, LLC | 7,636 | $689.5K | 0.17% | +2,150+39.2% | Added |
| Centurion Wealth Management LLC | 7,658 | $691.5K | 0.30% | +590+8.3% | Added |
| Excalibur Management Corp | 7,653 | $692.4K | 0.33% | +230+3.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 7,670 | $692.6K | 0.12% | +478+6.6% | Added |
| Williamson Legacy Group, LLC | 7,676 | $693.1K | 0.64% | +7,676 | New |
| Lake Street Financial LLC | 7,690 | $694.4K | 0.11% | +280+3.8% | Added |
| Itau Unibanco Holding S.A. | 7,701 | $695.3K | 0.02% | −20,956−73.1% | Reduced |
| Cornerstone National Bank & Trust Co | 7,701 | $695.3K | 0.37% | −343−4.3% | Reduced |
| Valicenti Advisory Services Inc | 7,709 | $696.0K | 0.21% | −220−2.8% | Reduced |
| Financial Advisory Corp | 7,703 | $696.0K | 0.32% | +2,430+46.1% | Added |
| Cassaday & Co Wealth Management LLC | 7,711 | $696.2K | 0.02% | −114−1.5% | Reduced |
| First Command Advisory Services, Inc. | 7,713 | $696.4K | 0.01% | −153−1.9% | Reduced |
| Main Street Financial Solutions, LLC | 7,734 | $698.3K | 0.09% | −160−2.0% | Reduced |
| Nadler Financial Group, Inc. | 7,740 | $698.8K | 0.09% | −1,472−16.0% | Reduced |
| Valmark Advisers, Inc. | 7,744 | $699.2K | 0.01% | +359+4.9% | Added |
| Angeles Wealth Management, LLC | 7,745 | $699.3K | 0.09% | −1,739−18.3% | Reduced |
| Keystone Wealth Services, LLC | 7,745 | $699.3K | 0.24% | −310−3.8% | Reduced |
| CoreFirst Bank & Trust | 7,747 | $699.5K | 0.46% | −626−7.5% | Reduced |
| Wealth Advisory Solutions, LLC | 7,762 | $700.8K | 0.24% | −27−0.3% | Reduced |
| Gables Capital Management Inc. | 7,776 | $702.1K | 0.44% | −135−1.7% | Reduced |
| CX Institutional | 7,785 | $702.9K | 0.04% | +4,420+131.4% | Added |
| Key Client Fiduciary Advisors, LLC | 7,800 | $704.3K | 0.41% | −345−4.2% | Reduced |
| Transcendent Capital Group LLC | 7,804 | $704.6K | 0.47% | +7,804 | New |
| LGL Partners, LLC | 7,814 | $705.5K | 0.10% | −511−6.1% | Reduced |
| Marino, Stram & Associates LLC | 7,821 | $706.1K | 0.18% | −154−1.9% | Reduced |
| Platform Technology Partners | 6,465 | $706.5K | 0.27% | −432−6.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 7,807 | $707.3K | 0.07% | +7,807 | New |