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 |
|---|---|---|---|---|---|
| Chapin Davis, Inc. | 21,119 | $1.91M | 0.80% | +1,980+10.3% | Added |
| Hedeker Wealth, LLC | 21,132 | $1.91M | 0.60% | −8,719−29.2% | Reduced |
| Achmea Investment Management B.V. | 21,169 | $1.91M | 0.04% | −25,038−54.2% | Reduced |
| Integrated Advisors Network LLC | 21,281 | $1.92M | 0.11% | −1,755−7.6% | Reduced |
| Harbour Investment Management LLC | 21,268 | $1.93M | 1.01% | +14+0.1% | Added |
| Sky Investment Group LLC | 21,348 | $1.93M | 0.41% | +3,038+16.6% | Added |
| PFC Capital Group, Inc. | 21,355 | $1.93M | 1.14% | +21,355 | New |
| Creegan & Nassoura Financial Group, LLC | 21,391 | $1.93M | 1.40% | −3,550−14.2% | Reduced |
| Bramshill Investments, LLC | 21,538 | $1.94M | 0.19% | −10,000−31.7% | Reduced |
| Hendershot Investments Inc. | 21,630 | $1.95M | 0.30% | +88+0.4% | Added |
| Frisch Financial Group, Inc. | 21,713 | $1.96M | 0.74% | −140−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 21,729 | $1.96M | 0.07% | −980−4.3% | Reduced |
| Quadrant Capital Group LLC | 21,815 | $1.97M | 0.17% | +3,618+19.9% | Added |
| NBC Securities, Inc. | 21,837 | $1.97M | 0.20% | −4,070−15.7% | Reduced |
| Asio Capital, LLC | 21,899 | $1.98M | 0.46% | +437+2.0% | Added |
| Legato Capital Management LLC | 21,945 | $1.98M | 0.26% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 23,263 | $1.99M | 0.27% | +9,614+70.4% | Added |
| Curbstone Financial Management Corp | 22,010 | $1.99M | 0.45% | −400−1.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 22,030 | $1.99M | 0.04% | −250−1.1% | Reduced |
| Morton Community Bank | 22,107 | $2.00M | 0.65% | +22,107 | New |
| Smith, Moore & Co. | 22,242 | $2.01M | 0.24% | −1,047−4.5% | Reduced |
| Resonant Capital Advisors, LLC | 22,223 | $2.01M | 0.19% | +420+1.9% | Added |
| AlTi Global, Inc. | 22,243 | $2.01M | 0.06% | +22,243 | New |
| JSF Financial, LLC | 22,346 | $2.02M | 0.70% | −4,958−18.2% | Reduced |
| Monarch Capital Management Inc | 22,306 | $2.02M | 0.61% | −450−2.0% | Reduced |
| Webster Bank, N. A. | 22,380 | $2.02M | 0.25% | −2,373−9.6% | Reduced |
| Thompson Investment Management, Inc. | 22,540 | $2.04M | 0.33% | −1,221−5.1% | Reduced |
| Searle & Co. | 22,545 | $2.04M | 0.56% | −918−3.9% | Reduced |
| Iowa State Bank | 22,646 | $2.04M | 0.49% | −470−2.0% | Reduced |
| Arlington Partners LLC | 22,651 | $2.05M | 0.59% | +22,651 | New |
| Bill Few Associates, Inc. | 22,681 | $2.05M | 0.93% | −1,637−6.7% | Reduced |
| V-Square Quantitative Management LLC | 22,707 | $2.05M | 0.49% | +7,919+53.6% | Added |
| Nishkama Capital, LLC | 22,725 | $2.05M | 0.53% | +22,725 | New |
| Financial Advisory Service, Inc. | 22,728 | $2.05M | 0.19% | +5,816+34.4% | Added |
| Congress Park Capital LLC | 22,732 | $2.05M | 1.00% | −2,688−10.6% | Reduced |
| Altfest L J & Co Inc | 22,746 | $2.05M | 0.30% | −204−0.9% | Reduced |
| LM Advisors LLC | 22,851 | $2.06M | 0.41% | +22,851 | New |
| JCIC Asset Management Inc. | 22,877 | $2.07M | 0.92% | −54−0.2% | Reduced |
| Atlantic Union Bankshares Corp | 22,999 | $2.08M | 0.19% | −5,647−19.7% | Reduced |
| Iat Reinsurance Co Ltd. | 23,070 | $2.08M | 0.39% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 23,107 | $2.09M | 0.36% | +2,348+11.3% | Added |
| Beach Investment Counsel Inc | 23,186 | $2.09M | 0.26% | −2,262−8.9% | Reduced |
| Zuckerman Investment Group, LLC | 23,232 | $2.10M | 0.27% | +2,258+10.8% | Added |
| Continuum Advisory, LLC | 23,257 | $2.10M | 0.30% | −33−0.1% | Reduced |
| Riverpark Capital Management LLC | 23,350 | $2.11M | 3.22% | +1,471+6.7% | Added |
| Ritholtz Wealth Management | 23,355 | $2.11M | 0.08% | +2,439+11.7% | Added |
| Westhampton Capital, LLC | 23,404 | $2.11M | 1.26% | −190−0.8% | Reduced |
| LMG Wealth Partners, LLC | 23,408 | $2.11M | 0.59% | +726+3.2% | Added |
| Harbour Investments, Inc. | 23,488 | $2.12M | 0.09% | +1,126+5.0% | Added |
| HCR Wealth Advisors | 23,606 | $2.13M | 0.34% | +8,205+53.3% | Added |
| AMG National Trust Bank | 23,681 | $2.14M | 0.07% | −388−1.6% | Reduced |
| WBH Advisory Inc | 23,708 | $2.14M | 0.24% | −1,373−5.5% | Reduced |
| TCG Advisory Services, LLC | 23,767 | $2.15M | 0.15% | +13,414+129.6% | Added |
| Ingalls & Snyder LLC | 23,862 | $2.15M | 0.10% | −2,889−10.8% | Reduced |
| Knuff & Co LLC | 23,857 | $2.15M | 0.79% | −335−1.4% | Reduced |
| Capital Investment Counsel, LLC | 23,886 | $2.16M | 0.81% | +23,886 | New |
| Petredis Investment Advisors LLC | 23,893 | $2.16M | 0.28% | −695−2.8% | Reduced |
| Chapman Investment Management, LLC | 23,922 | $2.16M | 1.65% | +2,529+11.8% | Added |
| First Horizon Advisors, Inc. | 23,924 | $2.16M | 0.07% | +46+0.2% | Added |
| Foundations Investment Advisors, LLC | 22,273 | $2.16M | 0.06% | −17,295−43.7% | Reduced |
| Intellectus Partners, LLC | 23,874 | $2.16M | 0.62% | +5,689+31.3% | Added |
| Buttonwood Financial Advisors Inc. | 24,002 | $2.17M | 1.18% | +27+0.1% | Added |
| Winton Group Ltd | 24,032 | $2.17M | 0.16% | +24,032 | New |
| Geneos Wealth Management Inc. | 24,038 | $2.17M | 0.11% | −1,982−7.6% | Reduced |
| Mengis Capital Management, Inc. | 24,042 | $2.17M | 0.41% | −855−3.4% | Reduced |
| Ballentine Partners, LLC | 24,053 | $2.17M | 0.04% | −685−2.8% | Reduced |
| Plimoth Trust Co LLC | 24,088 | $2.17M | 0.63% | −710−2.9% | Reduced |
| CoreCap Advisors, LLC | 24,096 | $2.18M | 0.14% | +118+0.5% | Added |
| Community Bank, N.A. | 24,115 | $2.18M | 0.28% | −1,652−6.4% | Reduced |
| Condor Capital Management | 24,174 | $2.18M | 0.23% | −4,930−16.9% | Reduced |
| Wealthspire Advisors, LLC | 24,229 | $2.19M | 0.03% | +128+0.5% | Added |
| Windsor Advisory Group, LLC | 24,318 | $2.20M | 6.53% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 24,338 | $2.20M | 1.32% | −456−1.8% | Reduced |
| Verus Capital Partners, LLC | 24,340 | $2.20M | 0.27% | +20+0.1% | Added |
| Horizon Wealth Management, LLC | 24,415 | $2.20M | 0.61% | −2,091−7.9% | Reduced |
| Birch Hill Investment Advisors LLC | 24,435 | $2.21M | 0.12% | −2,040−7.7% | Reduced |
| David R. Rahn & Associates Inc. | 24,484 | $2.21M | 0.93% | −7,865−24.3% | Reduced |
| Cladis Investment Advisory, LLC | 24,549 | $2.22M | 1.74% | −1,580−6.0% | Reduced |
| CWA Asset Management Group, LLC | 24,662 | $2.23M | 0.15% | +1,677+7.3% | Added |
| Portside Wealth Group, LLC | 24,699 | $2.23M | 0.42% | −788−3.1% | Reduced |
| Patten & Patten Inc | 24,704 | $2.23M | 0.18% | −2,672−9.8% | Reduced |
| Fruth Investment Management | 24,736 | $2.23M | 0.63% | −16−0.1% | Reduced |
| Means Investment Co., Inc. | 24,755 | $2.24M | 0.32% | −22,508−47.6% | Reduced |
| Kingfisher Capital LLC | 24,807 | $2.24M | 0.58% | +20,282+448.2% | Added |
| FDx Advisors, Inc. | 24,834 | $2.24M | 0.17% | +9,048+57.3% | Added |
| Xcel Wealth Management, LLC | 24,872 | $2.25M | 0.79% | −1,729−6.5% | Reduced |
| First Citizens Bank & Trust Co | 24,887 | $2.25M | 0.04% | −2,367−8.7% | Reduced |
| Herbst Group, LLC | 24,908 | $2.25M | 1.44% | +411+1.7% | Added |
| Profund Advisors LLC | 24,910 | $2.25M | 0.10% | +3,750+17.7% | Added |
| Sumitomo Life Insurance Co | 24,922 | $2.25M | 0.07% | −1,294−4.9% | Reduced |
| M. Kulyk & Associates, LLC | 24,958 | $2.25M | 0.52% | −32−0.1% | Reduced |
| Zenyatta Capital Management LP | 25,000 | $2.26M | 0.87% | −125,000−83.3% | Reduced |
| EULAV Asset Management | 25,000 | $2.26M | 0.07% | −2,000−7.4% | Reduced |
| Waycross Partners, LLC | 25,000 | $2.26M | 0.42% | +9,000+56.3% | Added |
| Longfellow Investment Management Co LLC | 25,080 | $2.26M | 0.56% | 00.0% | Unchanged |
| Ledge Wealth Management, Inc. | 25,163 | $2.27M | 0.88% | +1,418+6.0% | Added |
| Citadel Investment Advisory, Inc. | 25,215 | $2.28M | 1.40% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 25,224 | $2.28M | 1.51% | −1,069−4.1% | Reduced |
| Northstar Asset Management LLC | 25,238 | $2.28M | 0.60% | −775−3.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 25,247 | $2.28M | 0.21% | −2,000−7.3% | Reduced |