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 |
|---|---|---|---|---|---|
| Berkshire Bank | 25,276 | $2.28M | 0.60% | +132+0.5% | Added |
| Studio Investment Management LLC | 25,280 | $2.28M | 0.58% | +2,193+9.5% | Added |
| Mission Creek Capital Partners, Inc. | 25,307 | $2.28M | 0.59% | −710−2.7% | Reduced |
| Shayne & Co., LLC | 25,355 | $2.29M | 0.71% | +2,140+9.2% | Added |
| Legacy Wealth Management, LLC | 25,440 | $2.30M | 1.11% | +171+0.7% | Added |
| Parsons Capital Management Inc | 25,468 | $2.30M | 0.16% | −1,456−5.4% | Reduced |
| Benin Management CORP | 25,527 | $2.30M | 0.79% | +453+1.8% | Added |
| Brown Miller Wealth Management, LLC | 25,530 | $2.31M | 1.15% | −6,345−19.9% | Reduced |
| Joel Isaacson & Co., LLC | 25,593 | $2.31M | 0.14% | −1,193−4.5% | Reduced |
| M. Kraus & Co | 25,744 | $2.32M | 0.76% | −802−3.0% | Reduced |
| Cito Capital Group, LLC | 25,690 | $2.33M | 1.00% | 00.0% | Unchanged |
| Account Management LLC | 25,813 | $2.33M | 2.79% | −645−2.4% | Reduced |
| Principle Wealth Partners LLC | 25,893 | $2.34M | 0.20% | +2,410+10.3% | Added |
| Graypoint LLC | 25,894 | $2.34M | 0.19% | −1,575−5.7% | Reduced |
| German American Bancorp, Inc. | 25,912 | $2.34M | 0.31% | −8,371−24.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 25,947 | $2.34M | 0.23% | −7,979−23.5% | Reduced |
| Laurel Wealth Advisors LLC | 26,035 | $2.35M | 0.45% | −1,454−5.3% | Reduced |
| SOL Capital Management CO | 26,092 | $2.36M | 0.32% | −493−1.9% | Reduced |
| Baker Ellis Asset Management LLC | 26,110 | $2.36M | 0.38% | −1,300−4.7% | Reduced |
| Brighton Jones LLC | 26,153 | $2.36M | 0.10% | −536−2.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 26,303 | $2.37M | 0.18% | −690−2.6% | Reduced |
| Kavar Capital Partners Group, LLC | 26,325 | $2.38M | 0.27% | −5,206−16.5% | Reduced |
| New Hampshire Trust | 26,326 | $2.38M | 0.57% | −2,303−8.0% | Reduced |
| Pettee Investors, Inc. | 26,393 | $2.38M | 1.05% | −220−0.8% | Reduced |
| Proequities, Inc. | 26,361 | $2.39M | 0.17% | +1,224+4.9% | Added |
| Bull Street Advisors, LLC | 26,645 | $2.41M | 1.22% | −110−0.4% | Reduced |
| Addison Capital Co | 26,790 | $2.42M | 1.50% | +1,912+7.7% | Added |
| Sigma Planning Corp | 26,811 | $2.42M | 0.19% | −45,602−63.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 26,832 | $2.42M | 0.04% | −64,393−70.6% | Reduced |
| Cambridge Trust Co | 27,048 | $2.44M | 0.10% | −723−2.6% | Reduced |
| Essex LLC | 27,230 | $2.46M | 0.61% | −50.0% | Reduced |
| Western Wealth Management, LLC | 27,298 | $2.46M | 0.18% | −131−0.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 27,551 | $2.49M | 1.03% | +2,601+10.4% | Added |
| Legacy Trust | 27,588 | $2.49M | 0.65% | +3,740+15.7% | Added |
| Savoie Capital LLC | 27,597 | $2.49M | 0.57% | −76,700−73.5% | Reduced |
| Flagship Harbor Advisors, LLC | 27,684 | $2.50M | 0.18% | −144−0.5% | Reduced |
| Boulder Hill Capital Management LP | 27,700 | $2.50M | 1.34% | +27,700 | New |
| Bridgewater Advisors Inc. | 27,734 | $2.50M | 0.38% | −101−0.4% | Reduced |
| Guardian Capital LP | 27,956 | $2.52M | 0.09% | +7,185+34.6% | Added |
| Capital Asset Advisory Services LLC | 28,024 | $2.53M | 0.16% | +1,243+4.6% | Added |
| Aviance Capital Partners, LLC | 28,094 | $2.54M | 0.54% | +513+1.9% | Added |
| Providence Wealth Advisors, LLC | 15,016 | $2.55M | 3.03% | +7,934+112.0% | Added |
| RiverPark Advisors, LLC | 28,300 | $2.56M | 2.35% | −459−1.6% | Reduced |
| Hills Bank & Trust Co | 28,357 | $2.56M | 0.25% | −340−1.2% | Reduced |
| Citizens Financial Group Inc | 28,414 | $2.57M | 0.09% | +7,351+34.9% | Added |
| Coldstream Capital Management Inc | 28,456 | $2.57M | 0.07% | +6,583+30.1% | Added |
| Granite Bay Wealth Management, LLC | 29,200 | $2.57M | 0.02% | −6,146−17.4% | Reduced |
| Stonebridge Capital Management Inc | 28,483 | $2.57M | 1.25% | −1,890−6.2% | Reduced |
| Cantor Fitzgerald, L. P. | 28,524 | $2.58M | 0.56% | +1,128+4.1% | Added |
| Wealthcare Advisory Partners LLC | 28,543 | $2.58M | 0.10% | −819−2.8% | Reduced |
| DLK Investment Management, LLC | 28,597 | $2.58M | 1.18% | +28,597 | New |
| Northwest Investment Counselors, LLC | 28,603 | $2.58M | 0.69% | −990−3.3% | Reduced |
| Abbrea Capital, LLC | 28,560 | $2.59M | 0.37% | −1,090−3.7% | Reduced |
| IFP Advisors, Inc | 28,662 | $2.59M | 0.12% | −7,794−21.4% | Reduced |
| NVWM, LLC | 28,613 | $2.59M | 0.78% | −2,633−8.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 28,821 | $2.61M | 0.22% | −20,971−42.1% | Reduced |
| Diversified Trust Co | 29,006 | $2.62M | 0.09% | −1,819−5.9% | Reduced |
| Cullen Capital Management LLC | 29,127 | $2.63M | 0.04% | −3,246−10.0% | Reduced |
| Ascent Group, LLC | 24,221 | $2.65M | 0.25% | −3,095−11.3% | Reduced |
| Jag Capital Management, LLC | 29,362 | $2.65M | 0.41% | −2,757−8.6% | Reduced |
| Vickerman Investment Advisors, Inc. | 29,430 | $2.66M | 0.91% | +2,343+8.6% | Added |
| Culbertson A N & Co Inc | 29,531 | $2.67M | 0.50% | −977−3.2% | Reduced |
| Northstar Group, Inc. | 29,579 | $2.67M | 0.58% | −899−2.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 29,579 | $2.67M | 0.31% | +1,896+6.8% | Added |
| Sterneck Capital Management, LLC | 29,598 | $2.67M | 1.70% | −2,277−7.1% | Reduced |
| Concentric Wealth Management, LLC | 29,604 | $2.67M | 0.78% | +1,123+3.9% | Added |
| Highlander Capital Management, LLC | 29,643 | $2.68M | 0.95% | +4,930+19.9% | Added |
| AustralianSuper Pty Ltd | 29,646 | $2.68M | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 29,760 | $2.69M | 0.23% | +29,760 | New |
| Walter & Keenan Financial Consulting Co | 29,779 | $2.69M | 0.96% | −274−0.9% | Reduced |
| Field & Main Bank | 29,800 | $2.69M | 1.14% | −17−0.1% | Reduced |
| Steel Peak Wealth Management LLC | 29,703 | $2.69M | 0.16% | −4,967−14.3% | Reduced |
| Ameritas Advisory Services, LLC | 26,606 | $2.70M | 0.15% | −1,607−5.7% | Reduced |
| Guardian Capital Advisors LP | 29,500 | $2.70M | 0.28% | +325+1.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $2.71M | 1.54% | 00.0% | Unchanged |
| Anson Funds Management LP | 30,000 | $2.71M | 0.56% | +20,000+200.0% | Added |
| Canal Insurance CO | 30,000 | $2.71M | 0.75% | 00.0% | Unchanged |
| World Equity Group, Inc. | 30,012 | $2.71M | 0.54% | −4,364−12.7% | Reduced |
| White Pine Investment CO | 30,038 | $2.71M | 0.88% | −2,908−8.8% | Reduced |
| NEOS Investment Management LLC | 30,074 | $2.72M | 0.26% | +5,393+21.9% | Added |
| St Germain D J Co Inc | 30,104 | $2.72M | 0.14% | −2,293−7.1% | Reduced |
| Consolidated Capital Management, LLC | 30,197 | $2.73M | 1.45% | +4,063+15.5% | Added |
| Assetmark, Inc | 30,298 | $2.74M | 0.01% | +15,146+100.0% | Added |
| MainStreet Investment Advisors LLC | 30,325 | $2.74M | 0.31% | −1,488−4.7% | Reduced |
| Boyar Asset Management Inc. | 30,350 | $2.74M | 2.06% | −2,426−7.4% | Reduced |
| Amica Mutual Insurance Co | 30,387 | $2.74M | 0.30% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 30,572 | $2.76M | 2.29% | −2,522−7.6% | Reduced |
| Farther Finance Advisors, LLC | 30,699 | $2.77M | 0.20% | +23,488+325.7% | Added |
| Baker Tilly Wealth Management, LLC | 30,788 | $2.78M | 0.46% | −3,304−9.7% | Reduced |
| Granite Investment Partners, LLC | 30,879 | $2.79M | 0.11% | −2,943−8.7% | Reduced |
| Gladstone Institutional Advisory LLC | 30,898 | $2.79M | 0.16% | −438−1.4% | Reduced |
| Beaumont Financial Advisors, LLC | 30,929 | $2.79M | 0.25% | −48,699−61.2% | Reduced |
| Worm Capital, LLC | 31,034 | $2.80M | 2.76% | +31,034 | New |
| Radnor Capital Management, LLC | 31,097 | $2.81M | 0.52% | +181+0.6% | Added |
| HM Payson & Co | 31,110 | $2.81M | 0.06% | −4,858−13.5% | Reduced |
| NorthRock Partners, LLC | 31,094 | $2.82M | 0.12% | +15,776+103.0% | Added |
| Transcend Wealth Collective, LLC | 31,305 | $2.83M | 0.25% | +5,601+21.8% | Added |
| Autumn Glory Partners, LLC | 31,364 | $2.83M | 1.61% | +30,488+3,480.4% | Added |
| Freestone Capital Holdings, LLC | 31,649 | $2.86M | 0.13% | +1,284+4.2% | Added |
| Jacobi Capital Management LLC | 31,667 | $2.86M | 0.29% | −265−0.8% | Reduced |