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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 31,787 | $2.87M | 0.30% | −130,900−80.5% | Reduced |
| Colonial Trust Co | 31,808 | $2.87M | 0.60% | +1,537+5.1% | Added |
| Neville Rodie & Shaw Inc | 31,818 | $2.87M | 0.23% | −4,132−11.5% | Reduced |
| Lynch & Associates | 31,864 | $2.88M | 0.70% | +1,153+3.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 31,869 | $2.88M | 0.26% | −310−1.0% | Reduced |
| Heritage Trust Co | 31,962 | $2.89M | 0.41% | +520+1.7% | Added |
| Pegasus Asset Management, Inc. | 32,024 | $2.89M | 1.24% | +1,937+6.4% | Added |
| Roundview Capital LLC | 32,036 | $2.89M | 0.27% | −2,235−6.5% | Reduced |
| Whalerock Point Partners, LLC | 32,083 | $2.90M | 0.90% | −3,368−9.5% | Reduced |
| WSFS Capital Management, LLC | 32,352 | $2.92M | 0.18% | −4,980−13.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 32,446 | $2.93M | 1.30% | +414+1.3% | Added |
| Nilsine Partners, LLC | 32,544 | $2.94M | 0.45% | −5,364−14.2% | Reduced |
| Asset Advisors Investment Management, LLC | 32,605 | $2.94M | 0.36% | −1,325−3.9% | Reduced |
| Lynch Asset Management, Inc. | 32,675 | $2.95M | 1.69% | +4,100+14.3% | Added |
| Mill Creek Capital Advisors, LLC | 32,678 | $2.95M | 0.09% | −514−1.5% | Reduced |
| SageView Advisory Group, LLC | 30,472 | $2.95M | 0.13% | −3,278−9.7% | Reduced |
| Texas Yale Capital Corp. | 32,853 | $2.97M | 0.14% | −50−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 32,935 | $2.97M | 0.08% | +1,088+3.4% | Added |
| Cullinan Associates Inc | 32,951 | $2.98M | 0.17% | −3,000−8.3% | Reduced |
| Thematics Asset Management | 32,952 | $2.98M | 0.13% | −1,243−3.6% | Reduced |
| Mendel Money Management | 32,986 | $2.98M | 1.43% | +515+1.6% | Added |
| First National Trust Co | 33,037 | $2.98M | 0.13% | −3,467−9.5% | Reduced |
| Wellington Shields & Co., LLC | 33,150 | $2.99M | 1.10% | −75−0.2% | Reduced |
| Summit Place Financial Advisors, LLC | 33,163 | $2.99M | 1.96% | +3,530+11.9% | Added |
| Canandaigua National Bank & Trust Co | 33,202 | $3.00M | 0.46% | −974−2.8% | Reduced |
| Bender Robert & Associates | 33,378 | $3.01M | 0.76% | −1,388−4.0% | Reduced |
| Kirr Marbach & Co LLC | 33,339 | $3.01M | 0.79% | −410−1.2% | Reduced |
| Terry L. Blaker | 33,405 | $3.02M | 0.25% | −747−2.2% | Reduced |
| Centaurus Financial, Inc. | 33,452 | $3.02M | 0.23% | −4,940−12.9% | Reduced |
| Key Financial Inc | 33,478 | $3.02M | 0.83% | −4,707−12.3% | Reduced |
| Regatta Capital Group, LLC | 33,493 | $3.02M | 0.80% | +232+0.7% | Added |
| Cypress Capital Group | 33,628 | $3.04M | 0.39% | +776+2.4% | Added |
| Telemus Capital, LLC | 33,740 | $3.05M | 0.25% | −1,569−4.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 33,776 | $3.05M | 0.29% | +1,757+5.5% | Added |
| Clarity Capital Partners LLC | 33,787 | $3.05M | 2.15% | +33,787 | New |
| Mesirow Financial Investment Management, Inc. | 208,275 | $3.06M | 0.11% | +208,275 | New |
| William Allan, LLC | 33,944 | $3.06M | 2.20% | −2,648−7.2% | Reduced |
| RB Capital Management, LLC | 34,057 | $3.07M | 0.89% | −402−1.2% | Reduced |
| Cullen Investment Group, Ltd. | 34,195 | $3.09M | 0.54% | +34,195 | New |
| Asset Dedication, LLC | 34,331 | $3.09M | 0.25% | +1,321+4.0% | Added |
| Perkins Coie Trust Co | 34,286 | $3.10M | 0.78% | +110.0% | Added |
| Horizon Investments, LLC | 34,363 | $3.10M | 0.09% | +5,485+19.0% | Added |
| Epoch Investment Partners, Inc. | 34,430 | $3.11M | 0.01% | +547+1.6% | Added |
| SevenBridge Financial Group, LLC | 34,620 | $3.13M | 0.74% | +1,828+5.6% | Added |
| Allen Investment Management LLC | 34,849 | $3.15M | 0.04% | −1,785−4.9% | Reduced |
| Sepio Capital, LP | 35,121 | $3.17M | 0.27% | −12,967−27.0% | Reduced |
| Legacy Advisors, LLC | 35,075 | $3.18M | 0.41% | −4,458−11.3% | Reduced |
| HAP Trading, LLC | 35,265 | $3.18M | 0.93% | +35,265 | New |
| Louisbourg Investments Inc. | 41,684 | $3.19M | 0.96% | +41,684 | New |
| Managed Asset Portfolios, LLC | 35,379 | $3.19M | 0.48% | +35,379 | New |
| Dorchester Wealth Management Co | 35,557 | $3.21M | 0.59% | −1,464−4.0% | Reduced |
| Focused Wealth Management, Inc | 35,649 | $3.22M | 0.53% | −20.0% | Reduced |
| Ostrum Asset Management | 35,781 | $3.23M | 0.28% | −5,363−13.0% | Reduced |
| Costello Asset Management, INC | 35,783 | $3.23M | 2.68% | −2,080−5.5% | Reduced |
| Roanoke Asset Management Corp | 35,838 | $3.24M | 1.20% | +35+0.1% | Added |
| Lockheed Martin Investment Management Co | 35,400 | $3.24M | 0.23% | +35,400 | New |
| Diversified Investment Strategies, LLC | 35,956 | $3.25M | 2.38% | +4,080+12.8% | Added |
| Eagle Global Advisors LLC | 36,048 | $3.25M | 0.20% | −61,960−63.2% | Reduced |
| Ravenstone Capital Management Inc. | 36,070 | $3.26M | 2.36% | −105−0.3% | Reduced |
| Lincluden Management Ltd | 36,104 | $3.26M | 0.40% | −490−1.3% | Reduced |
| YHB Investment Advisors, Inc. | 36,345 | $3.28M | 0.32% | −762−2.1% | Reduced |
| Private Wealth Partners, LLC | 36,573 | $3.30M | 0.28% | +5,620+18.2% | Added |
| Kennon-Green & Company, LLC | 36,620 | $3.31M | 3.36% | −2,851−7.2% | Reduced |
| Ami Investment Management Inc | 36,635 | $3.31M | 1.34% | +1,605+4.6% | Added |
| Goelzer Investment Management, Inc. | 36,706 | $3.31M | 0.21% | −17,989−32.9% | Reduced |
| Resources Management Corp | 36,748 | $3.32M | 0.49% | −1,753−4.6% | Reduced |
| Rothschild Investment LLC | 36,779 | $3.32M | 0.28% | +36,779 | New |
| Princeton Capital Management LLC | 36,892 | $3.33M | 1.34% | −6,623−15.2% | Reduced |
| Citizens National Bank Trust Department | 36,988 | $3.34M | 0.85% | −4,975−11.9% | Reduced |
| Rossmore Private Capital | 37,078 | $3.35M | 0.47% | +3,866+11.6% | Added |
| Meridian Wealth Management, LLC | 37,095 | $3.35M | 0.21% | −9,835−21.0% | Reduced |
| International Assets Investment Management, LLC | 37,099 | $3.35M | 0.43% | −1,047−2.7% | Reduced |
| Cornerstone Wealth Group, LLC | 37,125 | $3.35M | 0.48% | +31,008+506.9% | Added |
| Jamison Private Wealth Management, Inc. | 37,193 | $3.36M | 0.63% | −592−1.6% | Reduced |
| Hyman Charles D | 37,241 | $3.36M | 0.20% | −7,080−16.0% | Reduced |
| Arkadios Wealth Advisors | 37,438 | $3.38M | 0.29% | +220+0.6% | Added |
| Connable Office Inc | 37,499 | $3.39M | 0.41% | −196−0.5% | Reduced |
| J.W. Cole Advisors, Inc. | 37,656 | $3.40M | 0.20% | +448+1.2% | Added |
| Level Four Advisory Services, LLC | 37,690 | $3.40M | 0.19% | −2,141−5.4% | Reduced |
| Diligent Investors, LLC | 37,819 | $3.41M | 0.94% | −260−0.7% | Reduced |
| Patton Albertson Miller Group, LLC | 37,824 | $3.42M | 0.57% | +6,964+22.6% | Added |
| South State Corp. | 37,937 | $3.43M | 0.29% | −1,753−4.4% | Reduced |
| Lafayette Investments, Inc. | 37,963 | $3.43M | 0.85% | −200−0.5% | Reduced |
| Townsend Asset Management Corp | 37,983 | $3.43M | 1.57% | −4,294−10.2% | Reduced |
| Citizens Business Bank | 38,001 | $3.43M | 0.76% | −2,657−6.5% | Reduced |
| Leibman Financial Services, Inc. | 38,176 | $3.45M | 2.87% | +38,176 | New |
| Alpine Woods Capital Investors, LLC | 38,185 | $3.45M | 0.52% | 00.0% | Unchanged |
| Rice Partnership, LLC | 38,192 | $3.45M | 0.90% | −6,105−13.8% | Reduced |
| Kames Capital plc | 38,217 | $3.45M | 0.05% | +38,217 | New |
| Fragasso Group Inc. | 38,437 | $3.47M | 0.32% | −4,415−10.3% | Reduced |
| Vinva Investment Management Ltd | 38,395 | $3.47M | 0.24% | +14,123+58.2% | Added |
| Keel Point, LLC | 38,474 | $3.47M | 0.41% | −3,895−9.2% | Reduced |
| Vestcor Inc | 38,474 | $3.47M | 0.12% | −415−1.1% | Reduced |
| Robinson Value Management, Ltd. | 38,497 | $3.48M | 2.29% | −236−0.6% | Reduced |
| Gilman Hill Asset Management, LLC | 38,580 | $3.48M | 0.65% | −290−0.7% | Reduced |
| Middleton & Co Inc | 38,694 | $3.49M | 0.44% | −853−2.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.49M | 0.48% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 38,888 | $3.51M | 0.35% | +590+1.5% | Added |
| Central Trust Co | 39,153 | $3.54M | 0.09% | −13,483−25.6% | Reduced |
| Red Door Wealth Management, LLC | 39,185 | $3.54M | 0.77% | +2,506+6.8% | Added |