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 |
|---|---|---|---|---|---|
| DFPG Investments, LLC | 38,723 | $3.55M | 0.28% | −954−2.4% | Reduced |
| First Western Trust Bank | 39,700 | $3.58M | 0.18% | −3,311−7.7% | Reduced |
| First Nebraska Trust Co | 39,738 | $3.59M | 0.41% | −25,468−39.1% | Reduced |
| Shufro Rose & Co LLC | 44,295 | $3.59M | 0.34% | +76+0.2% | Added |
| Boston Private Wealth LLC | 39,853 | $3.60M | 0.09% | +386+1.0% | Added |
| WCG Wealth Advisors LLC | 39,925 | $3.60M | 0.26% | +2,601+7.0% | Added |
| Gardner Lewis Asset Management L P | 39,945 | $3.61M | 1.26% | +5,687+16.6% | Added |
| Yarbrough Capital, LLC | 40,000 | $3.61M | 0.19% | 00.0% | Unchanged |
| LMR Partners LLP | 40,011 | $3.61M | 0.09% | +40,011 | New |
| HBK Sorce Advisory LLC | 40,078 | $3.62M | 0.14% | +6,020+17.7% | Added |
| Independent Financial Group, LLC | 40,112 | $3.62M | 0.19% | −200−0.5% | Reduced |
| Mandatum Life Insurance Co Ltd | 40,141 | $3.62M | 1.34% | +124+0.3% | Added |
| Schwerin Boyle Capital Management Inc | 40,150 | $3.63M | 0.41% | −275−0.7% | Reduced |
| Essex Investment Management Co LLC | 40,275 | $3.64M | 0.72% | −8,498−17.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 40,365 | $3.64M | 1.47% | +641+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 40,540 | $3.66M | 0.07% | −1,784−4.2% | Reduced |
| Arrow Financial Corp | 40,669 | $3.67M | 0.38% | −417−1.0% | Reduced |
| swisspartners Advisors Ltd | 48,333 | $3.67M | 3.21% | +2,565+5.6% | Added |
| DoubleLine ETF Adviser LP | 40,878 | $3.69M | 1.07% | −160−0.4% | Reduced |
| Greenleaf Trust | 40,906 | $3.69M | 0.04% | +4,598+12.7% | Added |
| Blue Zone Wealth Advisors, LLC | 40,995 | $3.70M | 1.48% | +1,048+2.6% | Added |
| Strategic Advisors LLC | 41,268 | $3.73M | 0.71% | −120.0% | Reduced |
| Resources Investment Advisors, LLC. | 41,286 | $3.73M | 0.07% | +11,831+40.2% | Added |
| Krilogy Financial LLC | 41,316 | $3.73M | 0.32% | +3,046+8.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,452 | $3.73M | 0.23% | +817+2.0% | Added |
| Jeppson Wealth Management, LLC | 41,435 | $3.74M | 1.55% | +2,991+7.8% | Added |
| Reliant Investment Management, LLC | 41,497 | $3.75M | 1.91% | +850+2.1% | Added |
| Sawyer & Company, Inc | 41,515 | $3.75M | 1.65% | −1,705−3.9% | Reduced |
| Hanson & Doremus Investment Management | 41,513 | $3.75M | 0.71% | +5,792+16.2% | Added |
| Bard Financial Services, Inc. | 41,525 | $3.75M | 0.42% | +1,720+4.3% | Added |
| HBW Advisory Services LLC | 41,551 | $3.75M | 0.70% | +626+1.5% | Added |
| Quotient Wealth Partners, LLC | 41,576 | $3.75M | 0.15% | +41,576 | New |
| Public Sector Pension Investment Board | 41,597 | $3.76M | 0.03% | −154,404−78.8% | Reduced |
| Pitcairn Co | 41,615 | $3.76M | 0.28% | +12,983+45.3% | Added |
| Edgemoor Investment Advisors, Inc. | 41,767 | $3.77M | 0.39% | −4,248−9.2% | Reduced |
| VELA Investment Management, LLC | 41,981 | $3.79M | 1.54% | −2,394−5.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 42,014 | $3.79M | 0.05% | −2,142−4.9% | Reduced |
| Pictet & Cie (Europe) SA | 42,027 | $3.79M | 0.11% | −56,285−57.3% | Reduced |
| Concurrent Investment Advisors, LLC | 42,120 | $3.80M | 0.18% | +42,120 | New |
| Asset Management Group, Inc. | 42,264 | $3.82M | 0.76% | +4,582+12.2% | Added |
| Adviser Investments LLC | 42,308 | $3.82M | 0.05% | +25,505+151.8% | Added |
| IHT Wealth Management, LLC | 42,469 | $3.83M | 0.17% | +516+1.2% | Added |
| Privium Fund Management (UK) Ltd | 42,376 | $3.84M | 2.61% | +23,250+121.6% | Added |
| SlateStone Wealth, LLC | 42,600 | $3.85M | 0.50% | +4,990+13.3% | Added |
| Hartford Financial Management Inc. | 42,705 | $3.86M | 0.87% | +494+1.2% | Added |
| Investment Management Corp of Ontario | 42,709 | $3.86M | 0.09% | +42,709 | New |
| RNC Capital Management LLC | 42,720 | $3.86M | 0.23% | +4,473+11.7% | Added |
| Capital Markets Trading UK LLP | 42,739 | $3.86M | 2.85% | −11,845−21.7% | Reduced |
| Exchange Capital Management, Inc. | 42,814 | $3.87M | 0.69% | −13,327−23.7% | Reduced |
| Banque Pictet & Cie SA | 42,960 | $3.88M | 0.04% | +379+0.9% | Added |
| Highland Capital Management, LLC | 43,082 | $3.89M | 0.24% | −377−0.9% | Reduced |
| Charter Trust Co | 43,322 | $3.91M | 0.29% | +2,025+4.9% | Added |
| Beech Hill Advisors, Inc. | 43,386 | $3.92M | 1.89% | −2,474−5.4% | Reduced |
| Bridge Creek Capital Management LLC | 43,405 | $3.92M | 1.36% | +158+0.4% | Added |
| Cubic Asset Management, LLC | 43,464 | $3.92M | 1.01% | −1,115−2.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 43,555 | $3.93M | 0.46% | +709+1.7% | Added |
| XR Securities LLC | 43,650 | $3.94M | 1.24% | +24,347+126.1% | Added |
| LVM Capital Management Ltd | 43,781 | $3.95M | 0.51% | −4,051−8.5% | Reduced |
| Kingsview Wealth Management, LLC | 43,924 | $3.97M | 0.12% | −161,103−78.6% | Reduced |
| Family Capital Trust Co | 44,159 | $3.99M | 1.26% | −1,208−2.7% | Reduced |
| SG Americas Securities, LLC | 44,281 | $4.00M | 0.04% | +14,093+46.7% | Added |
| Financial Avengers, Inc. | 44,345 | $4.00M | 2.41% | +505+1.2% | Added |
| Permanens Capital L.P. | 44,185 | $4.00M | 0.78% | +10,455+31.0% | Added |
| Quadrant Private Wealth Management, LLC | 44,313 | $4.01M | 1.11% | +667+1.5% | Added |
| Bank of Nova Scotia Trust Co | 44,557 | $4.02M | 0.45% | −6,500−12.7% | Reduced |
| Montag A & Associates Inc | 44,550 | $4.04M | 0.23% | +20,925+88.6% | Added |
| Columbia Asset Management | 44,917 | $4.06M | 0.83% | −4,030−8.2% | Reduced |
| Leavell Investment Management, Inc. | 44,787 | $4.06M | 0.26% | −2,398−5.1% | Reduced |
| Capital Investment Counsel, Inc | 45,012 | $4.06M | 0.71% | −705−1.5% | Reduced |
| Anchor Investment Management, LLC | 45,100 | $4.07M | 0.47% | −10,945−19.5% | Reduced |
| Illinois Municipal Retirement Fund | 45,186 | $4.08M | 0.07% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 45,188 | $4.08M | 0.69% | +740+1.7% | Added |
| Daymark Wealth Partners, LLC | 139,232 | $4.09M | 0.25% | −725−0.5% | Reduced |
| Savant Capital, LLC | 45,296 | $4.09M | 0.05% | +838+1.9% | Added |
| Principal Securities, Inc. | 45,390 | $4.10M | 0.15% | +45,390 | New |
| Boston Research & Management Inc | 45,487 | $4.11M | 1.09% | +2,287+5.3% | Added |
| Insigneo Advisory Services, LLC | 45,402 | $4.11M | 0.58% | +2,979+7.0% | Added |
| Siemens Fonds Invest GmbH | 45,551 | $4.11M | 0.34% | +4,632+11.3% | Added |
| Independent Investors Inc | 45,579 | $4.12M | 0.95% | −833−1.8% | Reduced |
| First Hawaiian Bank | 45,586 | $4.12M | 0.13% | +3,266+7.7% | Added |
| Trust Co of Toledo NA | 45,635 | $4.12M | 0.71% | +705+1.6% | Added |
| Lyell Wealth Management, LP | 45,909 | $4.15M | 0.47% | −4,768−9.4% | Reduced |
| Capital Analysts, LLC | 46,288 | $4.18M | 0.21% | +1,355+3.0% | Added |
| TCW Group Inc | 46,292 | $4.18M | 0.05% | +28,916+166.4% | Added |
| Institute for Wealth Management, LLC. | 46,419 | $4.19M | 0.68% | +3,771+8.8% | Added |
| Tower Bridge Advisors | 46,474 | $4.20M | 0.36% | −23,655−33.7% | Reduced |
| Concentric Capital Strategies, LP | 46,529 | $4.20M | 0.55% | +46,529 | New |
| Sara-Bay Financial | 46,611 | $4.21M | 2.05% | −1,065−2.2% | Reduced |
| Fiduciary Alliance LLC | 46,621 | $4.21M | 0.83% | +1,358+3.0% | Added |
| Brown Brothers Harriman & Co | 46,733 | $4.22M | 0.04% | −7,205−13.4% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 46,731 | $4.23M | 0.84% | 00.0% | Unchanged |
| Allworth Financial LP | 46,895 | $4.23M | 0.03% | +8,400+21.8% | Added |
| Spire Wealth Management | 45,810 | $4.26M | 0.15% | −3,109−6.4% | Reduced |
| Prospera Financial Services Inc | 47,277 | $4.27M | 0.14% | +1,480+3.2% | Added |
| Trust Co of Kansas | 47,324 | $4.27M | 2.36% | −15,256−24.4% | Reduced |
| RSM US Wealth Management LLC | 47,408 | $4.29M | 0.12% | +13,318+39.1% | Added |
| We Are One Seven, LLC | 47,621 | $4.30M | 0.25% | +9,865+26.1% | Added |
| Bessemer Group Inc | 47,681 | $4.30M | 0.01% | +2,109+4.6% | Added |
| FJ Investments, LLC | 47,692 | $4.31M | 0.20% | +47,692 | New |
| Skylands Capital, LLC | 47,750 | $4.31M | 0.63% | −9,175−16.1% | Reduced |