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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 15,395 | $1.39M | 0.22% | +15,395 | New |
| First Business Financial Services, Inc. | 15,470 | $1.40M | 0.16% | −1,044−6.3% | Reduced |
| Trustco Bank Corp N Y | 15,538 | $1.40M | 1.52% | −567−3.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 15,502 | $1.40M | 0.96% | −648−4.0% | Reduced |
| Campbell Newman Asset Management Inc | 15,565 | $1.41M | 0.12% | −2,000−11.4% | Reduced |
| Alpha Omega Wealth Management LLC | 15,575 | $1.41M | 0.23% | −5,492−26.1% | Reduced |
| National Philanthropic Trust | 15,599 | $1.41M | 0.04% | +15,599 | New |
| Bangor Savings Bank | 15,659 | $1.41M | 0.15% | +46+0.3% | Added |
| Adirondack Trust Co | 12,673 | $1.41M | 0.61% | −201−1.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,674 | $1.42M | 0.37% | −1,448−8.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 15,516 | $1.42M | 0.11% | −47,512−75.4% | Reduced |
| Fort Sheridan Advisors LLC | 15,701 | $1.42M | 0.28% | −4,348−21.7% | Reduced |
| Bigelow Investment Advisors, LLC | 15,738 | $1.42M | 0.77% | −39−0.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 15,771 | $1.42M | 1.29% | 00.0% | Unchanged |
| Delphi Management Inc | 15,767 | $1.42M | 1.31% | +15,767 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,802 | $1.43M | 0.88% | −560−3.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 15,817 | $1.43M | 0.06% | −939−5.6% | Reduced |
| Diamant Asset Management, Inc. | 15,831 | $1.43M | 1.06% | −4,775−23.2% | Reduced |
| GYL Financial Synergies, LLC | 15,871 | $1.43M | 0.12% | +162+1.0% | Added |
| 180 Wealth Advisors, LLC | 15,808 | $1.43M | 0.29% | +663+4.4% | Added |
| Weik Capital Management | 15,915 | $1.44M | 0.66% | −585−3.5% | Reduced |
| Dillon & Associates Inc | 16,005 | $1.44M | 0.26% | −8,914−35.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $1.45M | 0.79% | 00.0% | Unchanged |
| Montecito Bank & Trust | 16,064 | $1.45M | 0.31% | −2,295−12.5% | Reduced |
| Helios Capital Management Pte. Ltd | 16,150 | $1.46M | 1.15% | +16,150 | New |
| MidWestOne Financial Group, Inc. | 16,160 | $1.46M | 0.28% | −52−0.3% | Reduced |
| BigSur Wealth Management LLC | 16,142 | $1.46M | 0.70% | −800−4.7% | Reduced |
| Nwam LLC | 16,198 | $1.46M | 0.12% | +3,491+27.5% | Added |
| NewEdge Wealth, LLC | 16,218 | $1.46M | 0.04% | +4,501+38.4% | Added |
| Financial Advocates Investment Management | 16,242 | $1.47M | 0.10% | −7,643−32.0% | Reduced |
| Sterling Investment Counsel, LLC | 16,265 | $1.47M | 0.75% | −976−5.7% | Reduced |
| Warren Averett Asset Management, LLC | 16,314 | $1.47M | 0.06% | +4,304+35.8% | Added |
| Bensler, LLC | 16,318 | $1.47M | 0.24% | +435+2.7% | Added |
| Insight Inv LLC | 16,321 | $1.47M | 1.44% | +100+0.6% | Added |
| Centerstone Investors, LLC | 16,340 | $1.48M | 1.51% | +540+3.4% | Added |
| Independence Bank of Kentucky | 16,389 | $1.48M | 0.52% | +1,420+9.5% | Added |
| Hudson Canyon Capital Management | 16,400 | $1.48M | 1.08% | 00.0% | Unchanged |
| Invst, LLC | 14,924 | $1.48M | 0.19% | −1,745−10.5% | Reduced |
| NovaPoint Capital, LLC | 16,416 | $1.48M | 0.55% | −892−5.2% | Reduced |
| Fosun International Ltd | 16,421 | $1.48M | 0.30% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 16,429 | $1.48M | 0.17% | −1,290−7.3% | Reduced |
| JNBA Financial Advisors | 16,436 | $1.48M | 0.17% | −250−1.5% | Reduced |
| Hudson Value Partners, LLC | 16,439 | $1.48M | 0.69% | −445−2.6% | Reduced |
| Pingora Partners LLC | 16,482 | $1.49M | 1.32% | +16,482 | New |
| Murphy Pohlad Asset Management LLC | 16,559 | $1.50M | 0.62% | −1,960−10.6% | Reduced |
| Drexel Morgan & Co. | 16,586 | $1.50M | 0.35% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 16,625 | $1.50M | 0.56% | −221−1.3% | Reduced |
| Naples Money Management LLC | 16,650 | $1.50M | 1.41% | +16,650 | New |
| Birchbrook, Inc. | 16,651 | $1.50M | 0.99% | +16,651 | New |
| Alan B. Lancz & Associates, Inc. | 16,748 | $1.51M | 1.59% | −80−0.5% | Reduced |
| Benedetti & Gucer, Inc. | 16,750 | $1.51M | 0.79% | −378−2.2% | Reduced |
| Girard Partners Ltd. | 16,760 | $1.51M | 0.15% | −15,282−47.7% | Reduced |
| Paradigm Financial Partners, LLC | 16,775 | $1.51M | 0.37% | −10,838−39.2% | Reduced |
| Dana Investment Advisors, Inc. | 16,798 | $1.52M | 0.07% | −1,463−8.0% | Reduced |
| NTV Asset Management LLC | 16,802 | $1.52M | 0.26% | −370−2.2% | Reduced |
| Corrado Advisors, LLC | 16,815 | $1.52M | 1.24% | −3,413−16.9% | Reduced |
| RS Crum Inc. | 16,815 | $1.52M | 0.47% | −537−3.1% | Reduced |
| Atomi Financial Group, Inc. | 16,842 | $1.52M | 0.21% | +5,193+44.6% | Added |
| Broadwater Capital Management LLC | 16,917 | $1.53M | 1.20% | +16,917 | New |
| Journey Advisory Group, LLC | 16,956 | $1.53M | 0.21% | −1,612−8.7% | Reduced |
| Bedel Financial Consulting, Inc. | 16,976 | $1.53M | 0.28% | −690−3.9% | Reduced |
| Boltwood Capital Management | 16,987 | $1.53M | 0.51% | +70.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.53M | 0.53% | 00.0% | Unchanged |
| Wynn Capital, LLC | 17,051 | $1.54M | 1.26% | +17,051 | New |
| North Star Investment Management Corp. | 17,074 | $1.54M | 0.12% | −869−4.8% | Reduced |
| One Capital Management, LLC | 17,085 | $1.54M | 0.06% | −662−3.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 17,105 | $1.54M | 0.18% | +12,291+255.3% | Added |
| Morse Asset Management, Inc | 17,127 | $1.55M | 0.46% | +57+0.3% | Added |
| Ferguson Wellman Capital Management, Inc | 17,124 | $1.55M | 0.03% | +133+0.8% | Added |
| SeaCrest Wealth Management, LLC | 17,041 | $1.55M | 0.19% | −2,951−14.8% | Reduced |
| Mirabaud & Cie SA | 17,185 | $1.55M | 0.52% | +17,185 | New |
| Cohen Investment Advisors LLC | 17,222 | $1.55M | 1.15% | −818−4.5% | Reduced |
| Sofos Investments, Inc. | 17,228 | $1.56M | 0.44% | −191,346−91.7% | Reduced |
| Sciencast Management LP | 17,231 | $1.56M | 0.85% | +17,231 | New |
| Triangle Securities Wealth Management | 17,274 | $1.56M | 0.48% | −3,060−15.0% | Reduced |
| Lindbrook Capital, LLC | 17,283 | $1.56M | 0.16% | +573+3.4% | Added |
| Kovack Advisors, Inc. | 17,286 | $1.56M | 0.19% | +94+0.5% | Added |
| Udine Wealth Management, Inc. | 17,298 | $1.56M | 1.24% | +17,298 | New |
| Oak Harbor Wealth Partners, LLC | 17,308 | $1.56M | 0.52% | −564−3.2% | Reduced |
| Avidian Wealth Solutions, LLC | 17,310 | $1.56M | 0.10% | −479−2.7% | Reduced |
| Adell Harriman & Carpenter Inc | 17,316 | $1.56M | 0.14% | −2,262−11.6% | Reduced |
| Perennial Investment Advisors, LLC | 17,360 | $1.57M | 0.26% | −478−2.7% | Reduced |
| FLC Capital Advisors | 17,375 | $1.57M | 0.42% | +2,467+16.5% | Added |
| Auxano Advisors, LLC | 17,418 | $1.57M | 0.53% | +213+1.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,444 | $1.58M | 0.15% | +17,444 | New |
| Westpac Banking Corp | 17,447 | $1.58M | 0.13% | −5,806−25.0% | Reduced |
| Roberts Glore & Co Inc | 17,467 | $1.58M | 0.49% | −1,112−6.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,469 | $1.58M | 0.10% | −859−4.7% | Reduced |
| Hollencrest Capital Management | 17,504 | $1.58M | 0.15% | +43+0.2% | Added |
| SOA Wealth Advisors, LLC. | 17,545 | $1.58M | 0.35% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 17,524 | $1.58M | 1.20% | −117−0.7% | Reduced |
| Checchi Capital Advisers, LLC | 17,587 | $1.59M | 0.13% | +1,871+11.9% | Added |
| Capital Investment Advisory Services, LLC | 17,605 | $1.59M | 0.15% | −3,411−16.2% | Reduced |
| Forum Financial Management, LP | 17,618 | $1.59M | 0.03% | −13,131−42.7% | Reduced |
| Proficio Capital Partners LLC | 17,629 | $1.59M | 0.20% | +1,836+11.6% | Added |
| CRA Financial Services, LLC | 17,646 | $1.59M | 0.39% | −386−2.1% | Reduced |
| L.M. Kohn & Company | 17,695 | $1.60M | 0.51% | +175+1.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 17,707 | $1.60M | 0.42% | −14,250−44.6% | Reduced |
| Atlantic Trust, LLC | 17,741 | $1.60M | 0.44% | +80.0% | Added |
| Csenge Advisory Group | 17,777 | $1.61M | 0.10% | +2,363+15.3% | Added |