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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 12,754 | $1.15M | 0.14% | −326−2.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,759 | $1.15M | 0.03% | +1,707+15.4% | Added |
| Guardian Wealth Management, Inc. | 12,776 | $1.15M | 0.98% | +1,086+9.3% | Added |
| Garrison Asset Management, LLC | 12,777 | $1.15M | 0.64% | −3,696−22.4% | Reduced |
| Waldron Private Wealth LLC | 12,739 | $1.15M | 0.05% | +2,218+21.1% | Added |
| Legacy Private Trust Co. | 12,789 | $1.15M | 0.09% | −485−3.7% | Reduced |
| Summit Financial, LLC | 12,754 | $1.16M | 0.08% | −897−6.6% | Reduced |
| O'Dell Group, LLC | 12,814 | $1.16M | 0.30% | −546−4.1% | Reduced |
| Spears Abacus Advisors LLC | 12,834 | $1.16M | 0.09% | +125+1.0% | Added |
| Court Place Advisors, LLC | 12,847 | $1.16M | 0.38% | −768−5.6% | Reduced |
| Wimmer Associates 1, LLC | 12,889 | $1.16M | 0.66% | −1,139−8.1% | Reduced |
| Stablepoint Partners, LLC | 12,902 | $1.16M | 0.30% | +12,902 | New |
| Dover Advisors, LLC | 12,881 | $1.17M | 1.53% | −4,507−25.9% | Reduced |
| Donaldson Capital Management, LLC | 12,991 | $1.17M | 0.05% | +654+5.3% | Added |
| TD Private Client Wealth LLC | 12,992 | $1.17M | 0.04% | −382−2.9% | Reduced |
| Cove Private Wealth, LLC | 13,000 | $1.17M | 1.11% | +13,000 | New |
| Naples Global Advisors, LLC | 13,003 | $1.18M | 0.13% | −425−3.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 13,049 | $1.18M | 0.11% | +9,198+238.8% | Added |
| Doliver Advisors, LP | 13,062 | $1.18M | 0.36% | −1,201−8.4% | Reduced |
| Jmac Enterprises LLC | 13,091 | $1.18M | 0.25% | −1,065−7.5% | Reduced |
| Walleye Capital LLC | 13,234 | $1.19M | 0.02% | −82,288−86.1% | Reduced |
| Cape Investment Advisory, Inc. | 13,247 | $1.20M | 0.58% | +3,483+35.7% | Added |
| Koshinski Asset Management, Inc. | 13,305 | $1.20M | 0.18% | −27,279−67.2% | Reduced |
| My Legacy Advisors, LLC | 13,440 | $1.20M | 0.43% | +1,280+10.5% | Added |
| Schnieders Capital Management LLC | 13,344 | $1.20M | 0.27% | −4,108−23.5% | Reduced |
| Boomfish Wealth Group, LLC | 13,399 | $1.21M | 0.87% | +13,399 | New |
| Caldwell Trust Co | 13,404 | $1.21M | 0.15% | −1,629−10.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,410 | $1.21M | 0.16% | +713+5.6% | Added |
| Sensible Money, LLC | 13,414 | $1.21M | 0.73% | +9,384+232.9% | Added |
| Delta Financial Advisors LLC | 13,419 | $1.21M | 0.53% | −1,010−7.0% | Reduced |
| Voya Financial Advisors, Inc. | 13,435 | $1.21M | 0.15% | +3,022+29.0% | Added |
| AXS Investments LLC | 13,478 | $1.22M | 0.29% | −1,411−9.5% | Reduced |
| Sunbelt Securities, Inc. | 13,584 | $1.23M | 0.15% | −3,933−22.5% | Reduced |
| MWA Asset Management | 13,607 | $1.23M | 1.01% | +1,633+13.6% | Added |
| Sound View Wealth Advisors Group, LLC | 13,660 | $1.23M | 0.14% | −515−3.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 13,706 | $1.24M | 0.60% | +242+1.8% | Added |
| David Loasby | 13,625 | $1.24M | 0.13% | +73+0.5% | Added |
| Dynamic Technology Lab Private Ltd | 13,721 | $1.24M | 0.13% | +13,721 | New |
| Mendota Financial Group, LLC | 13,732 | $1.24M | 0.97% | −1,902−12.2% | Reduced |
| Payden & Rygel | 13,730 | $1.24M | 0.09% | 00.0% | Unchanged |
| Vista Investment Management | 13,741 | $1.24M | 0.58% | +1,072+8.5% | Added |
| Carl P. Sherr & Co., LLC | 13,747 | $1.24M | 0.75% | −1,525−10.0% | Reduced |
| Omnia Family Wealth, LLC | 13,706 | $1.24M | 0.64% | +263+2.0% | Added |
| Alpha Cubed Investments, LLC | 13,781 | $1.24M | 0.07% | −569−4.0% | Reduced |
| Letson Investment Management, Inc. | 13,799 | $1.25M | 0.58% | +13,799 | New |
| Reynders McVeigh Capital Management, LLC | 13,796 | $1.25M | 0.08% | −23,674−63.2% | Reduced |
| BSW Wealth Partners | 13,816 | $1.25M | 0.25% | −514−3.6% | Reduced |
| Ridgewood Investments LLC | 13,824 | $1.25M | 0.74% | −228−1.6% | Reduced |
| Ceera Investments, LLC | 13,830 | $1.25M | 0.59% | −5,591−28.8% | Reduced |
| Schechter Investment Advisors, LLC | 13,858 | $1.25M | 0.11% | +4,635+50.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 14,036 | $1.27M | 0.02% | +10,004+248.1% | Added |
| LCNB Corp | 14,063 | $1.27M | 0.50% | +626+4.7% | Added |
| RFG Advisory, LLC | 14,065 | $1.27M | 0.05% | −681−4.6% | Reduced |
| Claro Advisors LLC | 14,111 | $1.27M | 0.28% | −1,332−8.6% | Reduced |
| Birmingham Capital Management Co Inc | 14,136 | $1.28M | 0.50% | −1,970−12.2% | Reduced |
| Camden Capital, LLC | 14,137 | $1.28M | 0.13% | +5,588+65.4% | Added |
| Chicago Trust Co NA | 14,153 | $1.28M | 0.28% | −3,889−21.6% | Reduced |
| KPP Advisory Services LLC | 14,169 | $1.28M | 1.12% | +45+0.3% | Added |
| Carmel Capital Partners, LLC | 14,204 | $1.28M | 0.65% | −2,065−12.7% | Reduced |
| Pure Financial Advisors, Inc. | 14,204 | $1.28M | 0.04% | +2,049+16.9% | Added |
| Cetera Trust Company, N.A | 14,225 | $1.28M | 0.80% | +14,225 | New |
| American Investment Services, Inc. | 14,248 | $1.29M | 0.24% | −84−0.6% | Reduced |
| Cumberland Advisors Inc | 14,250 | $1.29M | 0.55% | −100−0.7% | Reduced |
| Family Legacy, Inc. | 14,255 | $1.29M | 0.49% | −1,297−8.3% | Reduced |
| Unique Wealth Strategies, LLC | 14,265 | $1.29M | 0.86% | +14,265 | New |
| Sanders Morris Harris LLC | 14,103 | $1.29M | 0.63% | −8,530−37.7% | Reduced |
| Investors Asset Management of Georgia Inc | 14,428 | $1.29M | 0.65% | +975+7.2% | Added |
| First National Bank & Trust Co of Newtown | 14,308 | $1.29M | 0.28% | −61−0.4% | Reduced |
| RMR Wealth Builders | 14,357 | $1.30M | 0.18% | +714+5.2% | Added |
| Nations Financial Group Inc, | 14,493 | $1.31M | 0.12% | −170−1.2% | Reduced |
| Moloney Securities Asset Management, LLC | 14,516 | $1.31M | 0.21% | +2,805+24.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,414 | $1.31M | 0.32% | +9,498+193.2% | Added |
| Stoneridge Investment Partners LLC | 14,630 | $1.32M | 0.56% | −21,243−59.2% | Reduced |
| Bank Hapoalim BM | 14,628 | $1.32M | 0.18% | −980−6.3% | Reduced |
| Semmax Financial Advisors Inc. | 11,959 | $1.32M | 0.48% | +855+7.7% | Added |
| Lombard Odier Asset Management (USA) Corp | 14,642 | $1.32M | 0.19% | +14,642 | New |
| WMS Partners, LLC | 14,721 | $1.33M | 0.10% | −3,406−18.8% | Reduced |
| Essex Financial Services, Inc. | 14,722 | $1.33M | 0.14% | −593−3.9% | Reduced |
| Mather Group, LLC. | 14,751 | $1.33M | 0.02% | −190−1.3% | Reduced |
| Argus Investors' Counsel, Inc. | 14,760 | $1.33M | 0.86% | 00.0% | Unchanged |
| Archer Investment Corp | 14,777 | $1.33M | 0.43% | −220−1.5% | Reduced |
| Winthrop Advisory Group LLC | 14,794 | $1.34M | 0.21% | −136−0.9% | Reduced |
| Naviter Wealth, LLC | 14,784 | $1.34M | 0.27% | +2,982+25.3% | Added |
| Summit Trail Advisors, LLC | 14,834 | $1.34M | 0.04% | +1,166+8.5% | Added |
| Davidson Trust Co | 14,885 | $1.34M | 0.87% | −110−0.7% | Reduced |
| Old National Bancorp | 14,907 | $1.35M | 0.04% | −572−3.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,920 | $1.35M | 1.15% | +650+4.6% | Added |
| J. W. Coons Advisors, LLC | 14,936 | $1.35M | 0.36% | −350−2.3% | Reduced |
| Trust Co of Oklahoma | 14,973 | $1.35M | 0.51% | −480−3.1% | Reduced |
| Palisade Capital Management LLC | 14,980 | $1.35M | 0.04% | −1,716−10.3% | Reduced |
| Barington Capital Group, L.P. | 15,000 | $1.35M | 1.75% | +15,000 | New |
| Desjardins Global Asset Management Inc. | 15,027 | $1.36M | 0.15% | −11,534−43.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,046 | $1.36M | 0.05% | −310−2.0% | Reduced |
| Good Life Advisors, LLC | 15,117 | $1.37M | 0.13% | +815+5.7% | Added |
| Delta Financial Group, Inc. | 15,140 | $1.37M | 0.43% | −1,498−9.0% | Reduced |
| Turim 21 Investimentos Ltda. | 15,179 | $1.37M | 0.44% | 00.0% | Unchanged |
| Estabrook Capital Management | 15,222 | $1.37M | 0.22% | −1,511−9.0% | Reduced |
| New England Research & Management, Inc. | 15,302 | $1.38M | 0.73% | −260−1.7% | Reduced |
| Rockland Trust Co | 15,310 | $1.38M | 0.08% | +3,657+31.4% | Added |
| Auxier Asset Management | 15,312 | $1.38M | 0.22% | −172−1.1% | Reduced |