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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 9,095 | $823.9K | 0.19% | +1,199+15.2% | Added |
| Sweet Financial Partners, LLC | 9,173 | $828.2K | 0.20% | −84−0.9% | Reduced |
| Marcum Wealth, LLC | 9,174 | $828.3K | 0.09% | −847−8.5% | Reduced |
| Trust Investment Advisors | 9,192 | $829.9K | 0.65% | −3,928−29.9% | Reduced |
| Jupiter Wealth Management LLC | 9,195 | $830.2K | 0.49% | +1,125+13.9% | Added |
| LexAurum Advisors, LLC | 9,199 | $830.6K | 0.22% | −1,500−14.0% | Reduced |
| Trust Co of Virginia | 9,204 | $831.0K | 0.08% | −84,512−90.2% | Reduced |
| Profit Investment Management, LLC | 9,228 | $833.2K | 0.48% | +692+8.1% | Added |
| Hilltop Partners LLC | 9,229 | $833.3K | 0.33% | −2,999−24.5% | Reduced |
| Alps Advisors Inc | 9,229 | $833.3K | 0.01% | −105−1.1% | Reduced |
| Garrison Point Advisors, LLC | 9,292 | $839.0K | 0.59% | −555−5.6% | Reduced |
| Castlekeep Investment Advisors LLC | 9,298 | $839.5K | 0.60% | +9,298 | New |
| Monterey Private Wealth, Inc. | 9,311 | $840.7K | 0.38% | +74+0.8% | Added |
| Three Bridge Wealth Advisors, LLC | 9,246 | $841.2K | 0.29% | −12,523−57.5% | Reduced |
| Boston Trust Walden Corp | 9,326 | $842.0K | 0.01% | −108−1.1% | Reduced |
| Gryphon Financial Partners LLC | 6,684 | $842.4K | 0.15% | +6,684 | New |
| Intact Investment Management Inc. | 9,350 | $844.2K | 0.03% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 9,372 | $846.2K | 0.34% | +9,372 | New |
| Millennium Capital Advisors, LLC | 9,380 | $846.9K | 0.65% | −220−2.3% | Reduced |
| Piscataqua Savings Bank | 9,403 | $848.9K | 0.79% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9,425 | $851.0K | 0.07% | −665−6.6% | Reduced |
| Bowen Hanes & Co Inc | 9,450 | $853.2K | 0.03% | −3,200−25.3% | Reduced |
| AlphaStar Capital Management, LLC | 9,494 | $857.2K | 0.08% | −1,832−16.2% | Reduced |
| Enterprise Bank & Trust Co | 9,498 | $857.6K | 0.31% | +1,280+15.6% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9,512 | $858.8K | 0.15% | −530−5.3% | Reduced |
| Equitable Trust Co | 9,516 | $859.2K | 0.06% | +1,129+13.5% | Added |
| Valley Brook Capital Group | 9,562 | $863.3K | 0.75% | −688−6.7% | Reduced |
| Ronald Blue Trust, Inc. | 10,656 | $864.0K | 0.01% | −1,535−12.6% | Reduced |
| Legacy Advisory Services, LLC | 9,572 | $864.2K | 0.91% | +9,572 | New |
| Optimum Investment Advisors | 9,583 | $865.2K | 0.44% | −887−8.5% | Reduced |
| Sachetta, LLC | 9,601 | $868.0K | 0.41% | +9,601 | New |
| Zevenbergen Capital Investments LLC | 9,615 | $868.1K | 0.02% | −1,680−14.9% | Reduced |
| Cornerstone Advisory, LLC | 9,623 | $868.8K | 0.14% | −1,658−14.7% | Reduced |
| Eastern Bank | 9,633 | $869.8K | 0.04% | +500+5.5% | Added |
| True North Advisors, LLC | 9,657 | $872.0K | 0.22% | −988−9.3% | Reduced |
| Icon Advisers Inc | 9,700 | $875.8K | 0.20% | 00.0% | Unchanged |
| Burney Co | 9,716 | $877.2K | 0.04% | −608−5.9% | Reduced |
| Resource Consulting Group Inc | 9,734 | $878.9K | 0.15% | +2,783+40.0% | Added |
| United Bank | 9,739 | $879.3K | 0.49% | +2,519+34.9% | Added |
| Burford Brothers, Inc. | 9,740 | $879.4K | 0.62% | +9,740 | New |
| TCM Advisors, LLC | – | $884.8K | 0.72% | – | – |
| Highline Wealth Partners LLC | 9,801 | $884.9K | 0.43% | +89+0.9% | Added |
| Apexium Financial, LP | 9,808 | $885.5K | 0.06% | +1,440+17.2% | Added |
| Newman Dignan & Sheerar, Inc. | 9,816 | $886.3K | 0.27% | +991+11.2% | Added |
| Moody Lynn & Lieberson, LLC | 9,820 | $886.6K | 0.07% | −10,632−52.0% | Reduced |
| Samalin Investment Counsel, LLC | 9,867 | $890.9K | 0.45% | +229+2.4% | Added |
| Bremer Bank National Association | 9,880 | $892.1K | 0.17% | −21−0.2% | Reduced |
| Eads & Heald Wealth Management | 9,887 | $893.0K | 0.43% | −188−1.9% | Reduced |
| Oak Thistle LLC | 9,917 | $895.4K | 0.26% | +9,917 | New |
| ZWJ Investment Counsel Inc | 9,929 | $896.5K | 0.05% | −49−0.5% | Reduced |
| Inscription Capital, LLC | 9,957 | $899.1K | 0.25% | −105−1.0% | Reduced |
| FRG Family Wealth Advisors LLC | 9,958 | $899.1K | 0.18% | −6,811−40.6% | Reduced |
| Forte Capital LLC | 9,963 | $899.6K | 0.12% | +125+1.3% | Added |
| Abundance Wealth Counselors | 9,978 | $901.0K | 0.23% | +61+0.6% | Added |
| Blueshift Asset Management, LLC | 9,995 | $902.4K | 0.48% | +9,995 | New |
| TLWM | 9,996 | $902.5K | 0.21% | +132+1.3% | Added |
| RedJay Asset Management Inc. | 10,000 | $902.9K | 0.93% | +10,000 | New |
| Hartline Investment Corp | 10,051 | $907.5K | 0.15% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 10,055 | $907.9K | 0.09% | −1,684−14.3% | Reduced |
| First County Bank | 10,059 | $908.2K | 0.44% | −53−0.5% | Reduced |
| Salvus Wealth Management, LLC | 10,059 | $908.2K | 0.65% | −50−0.5% | Reduced |
| Bank of Stockton | 9,768 | $909.0K | 0.30% | +174+1.8% | Added |
| Clare Market Investments LLC | 10,114 | $913.2K | 0.32% | −2,590−20.4% | Reduced |
| Connecticut Wealth Management, LLC | 10,126 | $914.3K | 0.05% | +446+4.6% | Added |
| Widmann Financial Services, Inc. | 10,157 | $917.0K | 0.83% | −370−3.5% | Reduced |
| Circle Wealth Management, LLC | 10,158 | $917.1K | 0.02% | −1,009−9.0% | Reduced |
| Cidel Asset Management Inc | 10,161 | $917.4K | 0.04% | +10,161 | New |
| Argent Advisors, Inc. | 10,178 | $919.0K | 0.40% | −650−6.0% | Reduced |
| Prostatis Group LLC | 10,180 | $919.2K | 0.38% | +279+2.8% | Added |
| Southeast Asset Advisors Inc. | 10,199 | $920.8K | 0.12% | −1,399−12.1% | Reduced |
| Rockingstone Advisors LLC | 10,239 | $924.5K | 0.52% | −780−7.1% | Reduced |
| Pinnacle Holdings, LLC | 10,246 | $925.1K | 0.38% | −97−0.9% | Reduced |
| HF Advisory Group, LLC | 10,246 | $925.1K | 0.59% | +701+7.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,293 | $929.4K | 0.18% | +242+2.4% | Added |
| MeadowBrook Investment Advisors LLC | 10,296 | $929.6K | 0.89% | +10,296 | New |
| Alliance Wealth Advisors, LLC | 10,320 | $931.8K | 0.31% | +575+5.9% | Added |
| Sutton Place Investors LLC | 10,359 | $935.3K | 0.68% | +10,359 | New |
| Clear Creek Financial Management, LLC | 10,359 | $935.7K | 0.15% | −44−0.4% | Reduced |
| Schmidt P J Investment Management Inc | 9,833 | $937.7K | 0.19% | −38,546−79.7% | Reduced |
| XML Financial, LLC | 10,410 | $939.9K | 0.10% | −120−1.1% | Reduced |
| Resurgent Financial Advisors LLC | 10,467 | $945.1K | 0.58% | +1,546+17.3% | Added |
| LBMC Investment Advisors, LLC | 10,484 | $946.6K | 0.09% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 10,495 | $947.6K | 1.20% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 10,515 | $949.4K | 0.26% | +209+2.0% | Added |
| Ballast, Inc. | 10,519 | $949.8K | 0.33% | +1,084+11.5% | Added |
| Abbot Financial Management, Inc. | 10,594 | $956.5K | 0.58% | +191+1.8% | Added |
| Mechanics Financial Corp | 10,634 | $960.1K | 0.54% | +68+0.6% | Added |
| Nemes Rush Group LLC | 10,643 | $960.9K | 0.16% | −1,557−12.8% | Reduced |
| Intrust Bank NA | 10,671 | $963.5K | 0.11% | +2,296+27.4% | Added |
| Glassman Wealth Services | 10,672 | $963.5K | 0.14% | −837−7.3% | Reduced |
| Davis Capital Management | 10,676 | $963.9K | 0.93% | +10,676 | New |
| Grimes & Company, Inc. | 10,692 | $965.4K | 0.03% | +1,222+12.9% | Added |
| ELCO Management Co., LLC | 10,706 | $966.6K | 0.64% | −757−6.6% | Reduced |
| Uncommon Cents Investing LLC | 10,778 | $973.1K | 0.32% | −465−4.1% | Reduced |
| Chicago Capital, LLC | 10,780 | $973.3K | 0.04% | +3,186+42.0% | Added |
| DB Fitzpatrick & Co, Inc | 10,791 | $974.3K | 0.93% | −2,808−20.6% | Reduced |
| StoneX Group Inc. | 10,780 | $976.4K | 0.10% | −8,454−44.0% | Reduced |
| MV Capital Management, Inc. | 10,820 | $976.9K | 0.12% | −9,508−46.8% | Reduced |
| Old Mission Investment Co LLC | 10,827 | $977.6K | 0.34% | −798−6.9% | Reduced |
| Octavia Wealth Advisors, LLC | 10,821 | $980.2K | 0.17% | −165−1.5% | Reduced |