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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 10,869 | $981.4K | 0.47% | +10,869 | New |
| Sittner & Nelson, LLC | 10,872 | $981.6K | 0.52% | −1,375−11.2% | Reduced |
| Romano Brothers and Company | 10,873 | $981.7K | 0.15% | −5,085−31.9% | Reduced |
| Strategic Blueprint, LLC | 10,878 | $982.1K | 0.08% | −1,366−11.2% | Reduced |
| Forbes J M & Co LLP | 10,887 | $983.0K | 0.11% | −83−0.8% | Reduced |
| Balboa Wealth Partners | 10,888 | $983.1K | 0.33% | −2,051−15.9% | Reduced |
| Ausdal Financial Partners, Inc. | 10,892 | $983.4K | 0.12% | +109+1.0% | Added |
| Legacy Financial Advisors, Inc. | 10,999 | $993.1K | 0.19% | +2,712+32.7% | Added |
| Confluence Wealth Services, Inc. | 11,007 | $993.8K | 0.11% | +18+0.2% | Added |
| Cheviot Value Management, LLC | 11,009 | $994.0K | 0.21% | −902−7.6% | Reduced |
| Hayek Kallen Investment Management | 11,005 | $994.0K | 0.42% | −350−3.1% | Reduced |
| Avitas Wealth Management LLC | 11,037 | $996.5K | 0.17% | +238+2.2% | Added |
| Woodmont Investment Counsel LLC | 11,054 | $998.1K | 0.09% | −1,245−10.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,055 | $998.2K | 0.33% | −2,367−17.6% | Reduced |
| Winthrop Capital Management, LLC | 11,057 | $998.3K | 0.33% | +11,057 | New |
| JFS Wealth Advisors, LLC | 11,111 | $1.00M | 0.09% | −569−4.9% | Reduced |
| Americana Partners, LLC | 12,278 | $1.01M | 0.10% | −4,352−26.2% | Reduced |
| Quest Partners LLC | 11,177 | $1.01M | 0.21% | +11,177 | New |
| Congress Wealth Management LLC | 11,183 | $1.01M | 0.02% | +7,341+191.1% | Added |
| Smith Anglin Financial, LLC | 11,213 | $1.01M | 0.12% | −158−1.4% | Reduced |
| Tectonic Advisors LLC | 11,215 | $1.01M | 0.08% | +884+8.6% | Added |
| Van Leeuwen & Company, LLC | 11,235 | $1.01M | 0.59% | +8,113+259.9% | Added |
| American National Bank | 11,271 | $1.02M | 0.16% | −25−0.2% | Reduced |
| Allred Capital Management, LLC | 11,304 | $1.02M | 0.44% | −240−2.1% | Reduced |
| AFS Financial Group, LLC | 11,321 | $1.02M | 0.96% | −11,573−50.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 11,335 | $1.02M | 0.87% | +192+1.7% | Added |
| Synergy Financial Group, LTD | 11,336 | $1.02M | 1.25% | −405−3.4% | Reduced |
| Leisure Capital Management | 11,346 | $1.02M | 0.55% | −2,879−20.2% | Reduced |
| Oder Investment Management, LLC | 11,354 | $1.03M | 1.01% | +74+0.7% | Added |
| Great Diamond Partners, LLC | 11,369 | $1.03M | 0.25% | +1,003+9.7% | Added |
| Nicholas Hoffman & Company, LLC. | 11,485 | $1.04M | 0.06% | −591−4.9% | Reduced |
| Palouse Capital Management, Inc. | 11,497 | $1.04M | 0.73% | −12−0.1% | Reduced |
| Exencial Wealth Advisors, LLC | 11,513 | $1.04M | 0.04% | +745+6.9% | Added |
| Joseph P. Lucia & Associates, LLC | 11,537 | $1.04M | 0.65% | −80−0.7% | Reduced |
| Bank of Hawaii | 11,540 | $1.04M | 0.06% | +321+2.9% | Added |
| Agate Pass Investment Management, LLC | 11,559 | $1.04M | 0.61% | −180−1.5% | Reduced |
| Atom Investors LP | 11,559 | $1.04M | 0.18% | +2,879+33.2% | Added |
| Atlas Capital Advisors LLC | 11,563 | $1.04M | 0.15% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 11,600 | $1.05M | 0.22% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 11,622 | $1.05M | 0.07% | −1,460−11.2% | Reduced |
| Coastal Bridge Advisors, LLC | 11,630 | $1.05M | 0.27% | −41−0.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 11,674 | $1.05M | 0.11% | −11,936−50.6% | Reduced |
| Capital Advisors Inc | 11,680 | $1.05M | 0.02% | +199+1.7% | Added |
| Thoroughbred Financial Services, LLC | 11,686 | $1.05M | 0.09% | −205−1.7% | Reduced |
| Invera Wealth Advisors, LLC | 11,711 | $1.06M | 0.66% | +11,711 | New |
| DRW Securities, LLC | 11,745 | $1.06M | 0.03% | +1,291+12.3% | Added |
| GAMMA Investing LLC | 11,064 | $1.06M | 0.29% | +11,064 | New |
| Carr Financial Group Corp | 11,796 | $1.07M | 0.39% | +900+8.3% | Added |
| Two Sigma Advisers, LP | 11,800 | $1.07M | 0.00% | +11,800 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,397 | $1.07M | 0.44% | −951−7.7% | Reduced |
| Buckingham Strategic Partners | 11,808 | $1.07M | 0.05% | −5,567−32.0% | Reduced |
| Sierra Capital LLC | 11,812 | $1.07M | 0.16% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 11,824 | $1.07M | 0.50% | +150+1.3% | Added |
| Palumbo Wealth Management LLC | 11,826 | $1.07M | 0.55% | +921+8.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,834 | $1.07M | 0.07% | +1,315+12.5% | Added |
| Essex Savings Bank | 11,898 | $1.07M | 0.31% | +2,161+22.2% | Added |
| Calamos Wealth Management LLC | 11,901 | $1.07M | 0.07% | −1,306−9.9% | Reduced |
| Midland Wealth Advisors LLC | 11,924 | $1.08M | 0.07% | +11,924 | New |
| Moseley Investment Management Inc | 11,932 | $1.08M | 0.60% | −1,826−13.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 11,933 | $1.08M | 0.90% | 00.0% | Unchanged |
| Qtron Investments LLC | 11,933 | $1.08M | 0.18% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 11,962 | $1.08M | 0.42% | +686+6.1% | Added |
| Coastal Investment Advisors, Inc. | 11,977 | $1.08M | 0.24% | −7,942−39.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 11,997 | $1.08M | 0.37% | −9−0.1% | Reduced |
| Monetta Financial Services Inc | 12,000 | $1.08M | 1.03% | +12,000 | New |
| Stokes Family Office, LLC | 12,001 | $1.08M | 0.15% | −3,235−21.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 11,991 | $1.09M | 0.21% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 12,031 | $1.09M | 0.23% | +12,031 | New |
| Avantax Planning Partners, Inc. | 12,046 | $1.09M | 0.04% | −316−2.6% | Reduced |
| Fernwood Investment Management, LLC | 12,250 | $1.09M | 0.36% | −1,481−10.8% | Reduced |
| Conning Inc. | 12,123 | $1.09M | 0.04% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 12,138 | $1.10M | 0.48% | −584−4.6% | Reduced |
| Briaud Financial Planning, Inc | 12,135 | $1.10M | 0.93% | +509+4.4% | Added |
| EFG Asset Management (North America) Corp. | 12,156 | $1.10M | 0.21% | +7,131+141.9% | Added |
| Aldebaran Financial Inc. | 12,178 | $1.10M | 1.70% | −790−6.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,184 | $1.10M | 0.34% | +5,323+77.6% | Added |
| BancorpSouth Bank | 12,183 | $1.10M | 0.09% | −310−2.5% | Reduced |
| TriaGen Wealth Management LLC | 12,191 | $1.10M | 0.52% | +1,788+17.2% | Added |
| New England Asset Management Inc | 12,200 | $1.10M | 0.18% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 12,210 | $1.10M | 0.34% | −2,700−18.1% | Reduced |
| BBR Partners, LLC | 12,213 | $1.10M | 0.11% | +5,167+73.3% | Added |
| Paloma Partners Management Co | 12,231 | $1.10M | 0.18% | −2,178−15.1% | Reduced |
| Founders Financial Securities LLC | 12,235 | $1.10M | 0.12% | −55−0.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 12,247 | $1.11M | 0.22% | +463+3.9% | Added |
| Herold Advisors, Inc. | 12,262 | $1.11M | 0.31% | −54−0.4% | Reduced |
| Fairbanks Capital Management, Inc. | 12,284 | $1.11M | 0.79% | +330+2.8% | Added |
| Martin & Co Inc | 12,315 | $1.11M | 0.27% | −664−5.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 12,346 | $1.11M | 0.09% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,390 | $1.12M | 0.21% | −674−5.2% | Reduced |
| Garden State Investment Advisory Services LLC | 12,405 | $1.12M | 0.46% | −295−2.3% | Reduced |
| Elmwood Wealth Management, Inc. | 12,436 | $1.12M | 0.79% | −2,234−15.2% | Reduced |
| WNY Asset Management, LLC | 12,447 | $1.12M | 0.19% | +3,126+33.5% | Added |
| Eaton Financial Holdings Company, LLC | 12,468 | $1.13M | 0.27% | +47+0.4% | Added |
| JPL Wealth Management, LLC | 12,491 | $1.13M | 0.81% | +12,491 | New |
| Wedmont Private Capital | 12,331 | $1.13M | 0.09% | +3,476+39.3% | Added |
| Redwood Investment Management, LLC | 12,517 | $1.13M | 0.10% | +12,517 | New |
| Atlas Private Wealth Management | 12,550 | $1.13M | 0.53% | −1,889−13.1% | Reduced |
| Certified Advisory Corp | 12,664 | $1.14M | 0.17% | +12,664 | New |
| Hancock Whitney Corp | 12,713 | $1.15M | 0.04% | −6,293−33.1% | Reduced |
| Dash Acquisitions Inc. | 12,888 | $1.15M | 0.41% | +878+7.3% | Added |