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 |
|---|---|---|---|---|---|
| Summit X, LLC | 17,835 | $1.61M | 0.46% | +315+1.8% | Added |
| Hilltop Holdings Inc. | 17,846 | $1.61M | 0.18% | +61+0.3% | Added |
| Charter Research & Investment Group, Inc. | 17,861 | $1.61M | 1.34% | +711+4.1% | Added |
| McDonald Partners LLC | 17,887 | $1.62M | 0.48% | −124−0.7% | Reduced |
| Belpointe Asset Management LLC | 17,989 | $1.62M | 0.14% | −4,916−21.5% | Reduced |
| Bizma Investimentos Ltda | 18,000 | $1.63M | 1.04% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 18,013 | $1.63M | 0.12% | −86−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 18,013 | $1.63M | 0.09% | −780−4.2% | Reduced |
| Columbia Trust Co 01012016 | 18,024 | $1.63M | 0.74% | +2,920+19.3% | Added |
| Magnus Financial Group LLC | 18,052 | $1.63M | 0.21% | +1,637+10.0% | Added |
| Embree Financial Group | 18,070 | $1.63M | 0.34% | +18,070 | New |
| Boston Financial Mangement LLC | 18,073 | $1.63M | 0.06% | −313−1.7% | Reduced |
| Winch Advisory Services, LLC | 18,143 | $1.64M | 0.54% | +275+1.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,190 | $1.64M | 0.51% | +302+1.7% | Added |
| Tevis Investment Management | 18,215 | $1.64M | 1.51% | +1,293+7.6% | Added |
| GM Advisory Group, Inc. | 18,215 | $1.64M | 0.12% | +2,544+16.2% | Added |
| Raab & Moskowitz Asset Management LLC | 18,217 | $1.64M | 0.52% | −2,608−12.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 18,190 | $1.65M | 0.13% | −1,218−6.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 18,251 | $1.65M | 0.94% | −643−3.4% | Reduced |
| Fortis Capital Management LLC | 18,261 | $1.65M | 0.42% | +144+0.8% | Added |
| J. Goldman & Co LP | 18,284 | $1.65M | 0.09% | −711,565−97.5% | Reduced |
| Bridges Investment Management Inc | 18,331 | $1.66M | 0.05% | −723−3.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 18,360 | $1.66M | 0.32% | −523−2.8% | Reduced |
| Violich Capital Management, Inc. | 18,389 | $1.66M | 0.27% | −6,533−26.2% | Reduced |
| Absher Wealth Management, LLC | 18,402 | $1.66M | 0.25% | −1,344−6.8% | Reduced |
| WT Wealth Management | 18,420 | $1.67M | 0.66% | +2,555+16.1% | Added |
| Ellsworth Advisors, LLC | 18,466 | $1.67M | 0.53% | +976+5.6% | Added |
| Norway Savings Bank | 18,522 | $1.67M | 0.74% | +588+3.3% | Added |
| Sculati Wealth Management, LLC | 18,571 | $1.68M | 0.78% | +169+0.9% | Added |
| Stone Point Wealth LLC | 18,584 | $1.68M | 0.64% | −1,334−6.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 18,628 | $1.68M | 0.32% | +810+4.5% | Added |
| Selway Asset Management | 18,677 | $1.69M | 0.71% | −2,000−9.7% | Reduced |
| Panagora Asset Management Inc | 18,817 | $1.70M | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 18,777 | $1.70M | 0.09% | +2,860+18.0% | Added |
| Lynx Capital Group Ltd | 18,902 | $1.71M | 1.27% | +18,902 | New |
| Westmount Partners, LLC | 18,949 | $1.71M | 0.70% | +20.0% | Added |
| Chemistry Wealth Management LLC | 18,955 | $1.71M | 0.52% | +245+1.3% | Added |
| Fifth Third Wealth Advisors LLC | 18,965 | $1.71M | 0.56% | +5,213+37.9% | Added |
| Investment Research & Advisory Group, Inc. | 18,988 | $1.71M | 0.88% | −5,378−22.1% | Reduced |
| Byrne Asset Management LLC | 19,036 | $1.72M | 1.31% | +989+5.5% | Added |
| Wealth Alliance | 19,084 | $1.72M | 0.24% | −999−5.0% | Reduced |
| New Potomac Partners, LLC | 19,115 | $1.73M | 1.03% | −151−0.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 19,121 | $1.73M | 0.33% | −8,350−30.4% | Reduced |
| Chiron Capital Management, LLC | 19,126 | $1.73M | 1.50% | −2,599−12.0% | Reduced |
| Mount Capital Ltd | 19,200 | $1.73M | 0.75% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 19,201 | $1.73M | 0.62% | −1,632−7.8% | Reduced |
| Greenline Partners, LLC | 19,315 | $1.74M | 0.30% | −2,347−10.8% | Reduced |
| Mission Wealth Management, LP | 19,327 | $1.75M | 0.06% | −1,718−8.2% | Reduced |
| Thomasville National Bank | 19,343 | $1.75M | 0.15% | −67,724−77.8% | Reduced |
| Aspiriant, LLC | 19,394 | $1.75M | 0.08% | −949−4.7% | Reduced |
| Clarius Group, LLC | 19,417 | $1.75M | 0.15% | +7,153+58.3% | Added |
| Cigna Investments Inc | 19,475 | $1.76M | 0.36% | −110−0.6% | Reduced |
| M Holdings Securities, Inc. | 19,526 | $1.76M | 0.20% | +152+0.8% | Added |
| St. Louis Financial Planners Asset Management, LLC | 19,528 | $1.76M | 1.64% | +318+1.7% | Added |
| Canal Capital Management, LLC | 19,557 | $1.77M | 0.33% | +2,693+16.0% | Added |
| Rehmann Capital Advisory Group | 19,563 | $1.77M | 0.15% | −946−4.6% | Reduced |
| Atlas Brown,Inc. | 19,581 | $1.77M | 0.73% | +450+2.4% | Added |
| Grassi Investment Management | 19,665 | $1.78M | 0.19% | −64,575−76.7% | Reduced |
| Kornitzer Capital Management Inc | 19,681 | $1.78M | 0.03% | −1,668−7.8% | Reduced |
| Smithfield Trust Co | 19,691 | $1.78M | 0.10% | −276−1.4% | Reduced |
| LJI Wealth Management, LLC | 19,769 | $1.78M | 0.46% | −880−4.3% | Reduced |
| BlueCrest Capital Management Ltd | 19,851 | $1.79M | 0.30% | −253−1.3% | Reduced |
| Deltec Asset Management LLC | 19,858 | $1.79M | 0.40% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 19,869 | $1.79M | 0.04% | −3,474−14.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 19,886 | $1.80M | 0.11% | −4,818−19.5% | Reduced |
| Focus Financial Network Inc | 19,893 | $1.80M | 0.07% | +19,893 | New |
| IMS Capital Management | 20,014 | $1.81M | 0.89% | +12,176+155.3% | Added |
| Merit Financial Group, LLC | 20,055 | $1.81M | 0.06% | −1,110−5.2% | Reduced |
| Manhattan West Asset Management, LLC | 20,061 | $1.81M | 0.51% | +5,033+33.5% | Added |
| Rowland & Co Investment Counsel | 20,069 | $1.81M | 0.42% | −510−2.5% | Reduced |
| Menlo Advisors LLC | 20,138 | $1.82M | 1.12% | −570−2.8% | Reduced |
| Hoertkorn Richard Charles | 20,164 | $1.82M | 0.82% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 20,203 | $1.82M | 1.00% | −16,169−44.5% | Reduced |
| L & S Advisors Inc | 20,216 | $1.83M | 0.22% | +16,836+498.1% | Added |
| Duff & Phelps Investment Management Co | 20,227 | $1.83M | 0.02% | 00.0% | Unchanged |
| Summit Financial Group Inc | 20,230 | $1.83M | 0.70% | +90+0.4% | Added |
| Jackson Hole Capital Partners, LLC | 20,246 | $1.83M | 0.47% | −825−3.9% | Reduced |
| Weil Company, Inc. | 20,295 | $1.83M | 0.80% | +101+0.5% | Added |
| Cornerstone Wealth Management, LLC | 20,296 | $1.83M | 0.16% | −2,084−9.3% | Reduced |
| Quattro Financial Advisors LLC | 90 | $1.84M | 0.66% | −15,240−99.4% | Reduced |
| Nelson Capital Management, LLC | 20,347 | $1.84M | 0.41% | −1,262−5.8% | Reduced |
| MONECO Advisors, LLC | 20,371 | $1.84M | 0.35% | +3,669+22.0% | Added |
| Moody National Bank Trust Division | 20,373 | $1.84M | 0.14% | −20,568−50.2% | Reduced |
| Old Second National Bank of Aurora | 20,541 | $1.85M | 0.51% | −2,137−9.4% | Reduced |
| Premier Path Wealth Partners, LLC | 20,453 | $1.86M | 0.41% | +20,453 | New |
| Spirit of America Management Corp | 20,600 | $1.86M | 0.41% | +200+1.0% | Added |
| Salem Investment Counselors Inc | 20,548 | $1.86M | 0.06% | −37,718−64.7% | Reduced |
| Gs Investments, Inc. | 20,614 | $1.86M | 0.97% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 20,728 | $1.87M | 0.38% | −1,476−6.6% | Reduced |
| Moneta Group Investment Advisors LLC | 20,759 | $1.87M | 0.04% | +611+3.0% | Added |
| Harbor Advisory Corp | 20,835 | $1.88M | 0.67% | −1,970−8.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,867 | $1.88M | 0.87% | +29+0.1% | Added |
| BCGM Wealth Management, LLC | 20,879 | $1.89M | 0.77% | +2,228+11.9% | Added |
| Tritonpoint Wealth, LLC | 20,854 | $1.89M | 0.18% | +20,854 | New |
| Centiva Capital, LP | 20,928 | $1.89M | 0.12% | −3,349−13.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 20,948 | $1.89M | 1.26% | −152−0.7% | Reduced |
| Connective Portfolio Management, LLC | 21,090 | $1.90M | 3.88% | +21,090 | New |
| Group One Trading, L.P. | 21,095 | $1.90M | 0.06% | −177,317−89.4% | Reduced |
| Jasper Ridge Partners, L.P. | 21,100 | $1.91M | 0.08% | 00.0% | Unchanged |
| Trust Asset Management LLC | 21,108 | $1.91M | 0.18% | 00.0% | Unchanged |