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 |
|---|---|---|---|---|---|
| Etesian Wealth Advisors, Inc. | 7,829 | $707.7K | 0.43% | −154−1.9% | Reduced |
| Rocky Mountain Advisers, LLC | 7,858 | $709.5K | 0.25% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 7,868 | $710.4K | 0.34% | +845+12.0% | Added |
| FirstPurpose Wealth LLC | 7,879 | $711.4K | 0.27% | +10+0.1% | Added |
| Schulhoff & Co Inc | 7,890 | $712.4K | 0.34% | 00.0% | Unchanged |
| Dearborn Partners LLC | 7,902 | $713.5K | 0.03% | −1,170−12.9% | Reduced |
| Seeds Investor LLC | 7,904 | $713.7K | 0.81% | +7,904 | New |
| Ridgecrest Wealth Partners, LLC | 7,919 | $715.0K | 0.47% | +4+0.1% | Added |
| Silver Oak Securities, Inc | 7,932 | $716.2K | 0.10% | +5,376+210.3% | Added |
| Sax Wealth Advisors, LLC | 7,950 | $717.8K | 0.12% | +3,045+62.1% | Added |
| Spectrum Wealth Advisory Group, LLC | 7,950 | $717.8K | 0.89% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7,940 | $718.2K | 0.04% | +2,255+39.7% | Added |
| Advisory Alpha, LLC | 7,971 | $719.8K | 0.03% | +609+8.3% | Added |
| Cozad Asset Management Inc | 7,973 | $719.9K | 0.08% | −513−6.0% | Reduced |
| Cape Ann Savings Bank | 7,524 | $722.7K | 0.48% | +546+7.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,004 | $722.7K | 0.29% | +8,004 | New |
| Outfitter Financial LLC | 8,010 | $723.2K | 0.63% | −4,170−34.2% | Reduced |
| First National Bank Sioux Falls | 8,017 | $723.9K | 0.37% | +2,593+47.8% | Added |
| First United Bank Trust | 8,034 | $725.4K | 0.29% | −1,636−16.9% | Reduced |
| Sonnipe Ltd | 8,034 | $725.4K | 0.09% | 00.0% | Unchanged |
| Dohj, LLC | 8,041 | $726.1K | 0.21% | −1,276−13.7% | Reduced |
| Tobam | 8,076 | $729.0K | 0.06% | −886−9.9% | Reduced |
| First National Advisers, LLC | 8,079 | $729.5K | 0.21% | +3,200+65.6% | Added |
| Accredited Investors Inc. | 8,082 | $729.7K | 0.05% | +69+0.9% | Added |
| Weaver Consulting Group | 8,085 | $730.0K | 0.30% | +206+2.6% | Added |
| Peoples Bank | 8,102 | $731.5K | 0.59% | −895−9.9% | Reduced |
| Proffitt & Goodson Inc | 8,110 | $732.3K | 0.14% | +597+7.9% | Added |
| Harmony Asset Management LLC | 8,121 | $733.2K | 0.31% | +8,121 | New |
| Change Path, LLC | 8,128 | $734.0K | 0.05% | +1,358+20.1% | Added |
| Creative Financial Designs Inc | 8,155 | $736.3K | 0.07% | +5,232+179.0% | Added |
| CIC Wealth, LLC | 8,160 | $736.8K | 0.23% | −1,111−12.0% | Reduced |
| Mayflower Financial Advisors, LLC | 8,173 | $737.9K | 0.10% | −927−10.2% | Reduced |
| Founders Financial Alliance, LLC | 8,180 | $738.6K | 0.29% | −40−0.5% | Reduced |
| Youngs Advisory Group, Inc. | 8,205 | $740.8K | 0.37% | +956+13.2% | Added |
| Investment Partners, Ltd. | 8,226 | $742.8K | 0.37% | −356−4.1% | Reduced |
| Arrowroot Family Office, LLC | 8,231 | $743.1K | 0.53% | −1,969−19.3% | Reduced |
| Hedges Asset Management LLC | 8,250 | $744.9K | 0.58% | +200+2.5% | Added |
| Farmers Trust Co | 8,271 | $746.8K | 0.16% | +3,754+83.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 8,308 | $750.2K | 0.05% | −42−0.5% | Reduced |
| Nicolet Bankshares Inc | 8,371 | $755.8K | 0.20% | +487+6.2% | Added |
| Gleason Group, Inc. | 8,394 | $757.9K | 0.17% | +1,896+29.2% | Added |
| Cooper Financial Group | 8,396 | $758.1K | 0.14% | +554+7.1% | Added |
| Vista Investment Partners LLC | 8,421 | $760.3K | 0.28% | +8,421 | New |
| Penserra Capital Management LLC | 8,467 | $763.0K | 0.01% | −1,771−17.3% | Reduced |
| Live Oak Investment Partners | – | $764.1K | 0.70% | – | – |
| Wolf Group Capital Advisors | 8,563 | $764.5K | 0.36% | −59−0.7% | Reduced |
| Maia Wealth LLC | 8,488 | $766.3K | 0.31% | +8,488 | New |
| Breakwater Capital Group | 8,081 | $768.4K | 0.22% | +321+4.1% | Added |
| Keystone Financial Group | 8,514 | $768.7K | 0.13% | −3,540−29.4% | Reduced |
| Consolidated Portfolio Review Corp | 8,559 | $772.8K | 0.18% | −1,543−15.3% | Reduced |
| ERn Financial, LLC | 8,388 | $773.5K | 0.15% | −1,066−11.3% | Reduced |
| St. Johns Investment Management Company, LLC | 8,569 | $773.7K | 0.40% | +2,039+31.2% | Added |
| Avestar Capital, LLC | 8,552 | $774.5K | 0.10% | +3,529+70.3% | Added |
| Sandhill Capital Partners LLC | 8,597 | $776.2K | 0.06% | −133−1.5% | Reduced |
| Oakworth Capital, Inc. | 8,613 | $777.7K | 0.06% | −410−4.5% | Reduced |
| Investors Research Corp | 8,622 | $778.5K | 0.19% | −475−5.2% | Reduced |
| Humankind Investments LLC | 8,635 | $779.7K | 0.23% | −919−9.6% | Reduced |
| CFM Wealth Partners LLC | 8,646 | $780.6K | 0.18% | −2,455−22.1% | Reduced |
| Wintrust Investments LLC | 8,646 | $781.0K | 0.08% | −1,387−13.8% | Reduced |
| Trust Point Inc. | 8,654 | $781.4K | 0.06% | +8,654 | New |
| Aberdeen Wealth Management LLC | 8,659 | $781.8K | 0.57% | 00.0% | Unchanged |
| MCF Advisors LLC | 8,644 | $782.0K | 0.06% | −2,442−22.0% | Reduced |
| Garde Capital, Inc. | 8,663 | $782.0K | 0.06% | −3,707−30.0% | Reduced |
| Old Point Trust & Financial Services N A | 8,673 | $783.1K | 0.32% | −1,516−14.9% | Reduced |
| Cim Investment Mangement Inc | 8,690 | $784.6K | 0.25% | 00.0% | Unchanged |
| Aries Wealth Management | 8,696 | $785.2K | 0.28% | +2,465+39.6% | Added |
| Strid Group, LLC | 8,702 | $785.7K | 0.16% | +8,702 | New |
| Bath Savings Trust Co | 8,706 | $786.1K | 0.09% | −725−7.7% | Reduced |
| IFG Advisory, LLC | 8,722 | $787.6K | 0.06% | +208+2.4% | Added |
| Biltmore Family Office, LLC | 8,693 | $787.7K | 0.16% | −100−1.1% | Reduced |
| Gradient Investments LLC | 8,733 | $788.5K | 0.02% | −193−2.2% | Reduced |
| Spreng Capital Management, Inc. | 8,813 | $795.7K | 0.50% | −1,487−14.4% | Reduced |
| S.E.E.D. Planning Group LLC | 8,825 | $796.8K | 0.32% | +3,357+61.4% | Added |
| Opinicus Capital, Inc. | 8,827 | $797.0K | 0.81% | +8,827 | New |
| United Community Bank | 8,828 | $797.1K | 0.34% | +3,358+61.4% | Added |
| Balentine LLC | 8,834 | $797.6K | 0.03% | +1,955+28.4% | Added |
| US Asset Management LLC | 8,834 | $798.0K | 0.79% | +8,834 | New |
| Laidlaw Wealth Management LLC | 8,879 | $801.7K | 0.29% | −5,273−37.3% | Reduced |
| Sippican Capital Advisors | 8,883 | $802.0K | 0.63% | +402+4.7% | Added |
| Fidelis Capital Partners, LLC | 8,887 | $802.4K | 0.18% | +2,543+40.1% | Added |
| Arvest Investments, Inc. | 8,902 | $803.8K | 0.13% | +8,902 | New |
| Pflug Koory, LLC | 8,902 | $803.8K | 0.43% | +135+1.5% | Added |
| Audent Global Asset Management, LLC | 8,913 | $804.7K | 0.96% | −2,080−18.9% | Reduced |
| Chesapeake Asset Management LLC | 8,954 | $808.5K | 0.72% | −370−4.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 8,955 | $808.5K | 0.08% | −185,422−95.4% | Reduced |
| Vance Wealth, Inc. | 8,958 | $808.8K | 0.35% | −487−5.2% | Reduced |
| Ellevest, Inc. | 8,967 | $809.6K | 0.06% | +2,979+49.7% | Added |
| Clear Harbor Asset Management, LLC | 8,986 | $811.3K | 0.08% | −1,505−14.3% | Reduced |
| Joule Financial, LLC | 8,994 | $812.1K | 0.38% | +5,985+198.9% | Added |
| Zullo Investment Group, Inc. | 8,999 | $812.6K | 0.42% | −147−1.6% | Reduced |
| Successful Portfolios LLC | 9,020 | $814.4K | 0.61% | +637+7.6% | Added |
| Symmetry Partners, LLC | 9,040 | $817.0K | 0.04% | +5,129+131.1% | Added |
| Baldwin Brothers Inc | 9,053 | $817.4K | 0.06% | −555−5.8% | Reduced |
| Armstrong Henry H Associates Inc | 9,059 | $817.9K | 0.09% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 9,068 | $818.8K | 0.07% | +554+6.5% | Added |
| Westside Investment Management, Inc. | 9,073 | $819.2K | 0.21% | −3,288−26.6% | Reduced |
| VitalStone Financial, LLC | 9,080 | $820.0K | 0.66% | +7,833+628.1% | Added |
| Norden Group LLC | 9,098 | $821.5K | 0.14% | −3,466−27.6% | Reduced |
| Wendell David Associates Inc | 9,105 | $822.0K | 0.09% | −1,961−17.7% | Reduced |
| Bridge Advisory, LLC | 9,115 | $823.0K | 0.41% | −437−4.6% | Reduced |