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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 47,823 | $4.32M | 0.44% | −1,075−2.2% | Reduced |
| HB Wealth Management, LLC | 47,890 | $4.32M | 0.06% | −2,177−4.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 48,115 | $4.34M | 2.02% | +48,115 | New |
| Marex Group plc | 48,136 | $4.35M | 0.17% | +21,266+79.1% | Added |
| BKD Wealth Advisors, LLC | 48,154 | $4.35M | 0.12% | −4,023−7.7% | Reduced |
| Richelieu Gestion PLC | 48,424 | $4.37M | 3.91% | +14,090+41.0% | Added |
| Welch Group, LLC | 48,427 | $4.37M | 0.24% | +42+0.1% | Added |
| Brevan Howard Capital Management LP | 48,584 | $4.39M | 0.44% | −20,698−29.9% | Reduced |
| Marietta Wealth Management, LLC | 48,739 | $4.40M | 0.78% | −8,370−14.7% | Reduced |
| Farmers National Bank | 48,801 | $4.41M | 1.41% | +542+1.1% | Added |
| NZS Capital, LLC | 48,860 | $4.41M | 0.23% | −12,090−19.8% | Reduced |
| Veriti Management LLC | 48,894 | $4.41M | 0.40% | +17,714+56.8% | Added |
| Burns J W & Co Inc | 49,087 | $4.43M | 0.66% | −5,190−9.6% | Reduced |
| Altrafin AG | 49,100 | $4.43M | 1.71% | −569−1.1% | Reduced |
| KMG Fiduciary Partners, LLC | 49,151 | $4.44M | 0.52% | −313−0.6% | Reduced |
| Alberta Investment Management Corp | 49,500 | $4.47M | 0.04% | +7,500+17.9% | Added |
| V2 Financial group LLC | 49,637 | $4.48M | 3.12% | +10,691+27.5% | Added |
| Perennial Advisors, LLC | 49,640 | $4.48M | 1.10% | −1,229−2.4% | Reduced |
| Simmons Bank | 49,698 | $4.49M | 0.37% | +9,327+23.1% | Added |
| Stamos Capital Partners, L.P. | 49,720 | $4.49M | 1.22% | −43,480−46.7% | Reduced |
| Ironwood Investment Counsel, LLC | 49,846 | $4.50M | 0.84% | −3,005−5.7% | Reduced |
| Pentwater Capital Management LP | 50,000 | $4.51M | 0.08% | −42,000−45.7% | Reduced |
| Evercore Wealth Management, LLC | 50,163 | $4.53M | 0.08% | −3,937−7.3% | Reduced |
| Harbour Trust & Investment Management Co | 50,191 | $4.53M | 0.64% | +50,191 | New |
| Brave Asset Management Inc | 50,240 | $4.54M | 1.28% | +1,775+3.7% | Added |
| Meyer Handelman Co | 50,261 | $4.54M | 0.18% | −9,632−16.1% | Reduced |
| Motley Fool Asset Management LLC | 50,399 | $4.55M | 0.34% | +3,342+7.1% | Added |
| Wafra Inc. | 50,497 | $4.56M | 0.27% | +32,097+174.4% | Added |
| Karpas Strategies, LLC | 50,541 | $4.56M | 1.51% | −1,196−2.3% | Reduced |
| Power Corp of Canada | 50,711 | $4.58M | 0.47% | −11,541−18.5% | Reduced |
| Van Strum & Towne Inc. | 50,745 | $4.58M | 1.80% | +210+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 50,802 | $4.59M | 0.10% | −7,821−13.3% | Reduced |
| Levin Capital Strategies, L.P. | 50,989 | $4.60M | 0.51% | −1,092−2.1% | Reduced |
| Poehling Capital Management, LLC | 51,075 | $4.61M | 1.46% | +2,611+5.4% | Added |
| Pavion Blue Capital, LLC | 51,171 | $4.62M | 2.55% | +775+1.5% | Added |
| 1st Source Bank | 51,173 | $4.62M | 0.28% | −1,606−3.0% | Reduced |
| La Banque Postale Asset Management SA | 51,209 | $4.62M | 0.10% | −83,344−61.9% | Reduced |
| Koss-Olinger Consulting, LLC | 51,457 | $4.65M | 0.46% | +1,618+3.2% | Added |
| Global Retirement Partners, LLC | 50,079 | $4.66M | 0.20% | −14,081−21.9% | Reduced |
| McGinn Investment Management, Inc. | 52,014 | $4.70M | 3.41% | −590−1.1% | Reduced |
| Fagan Associates, Inc. | 52,084 | $4.70M | 1.02% | −2,485−4.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 52,162 | $4.71M | 0.90% | −1,228−2.3% | Reduced |
| Welch & Forbes LLC | 52,259 | $4.72M | 0.07% | −2,415−4.4% | Reduced |
| CAPROCK Group, Inc. | 52,357 | $4.74M | 0.30% | +4,796+10.1% | Added |
| Legal Advantage Investments, Inc. | 52,953 | $4.78M | 2.87% | +1,350+2.6% | Added |
| Apollon Wealth Management, LLC | 53,027 | $4.79M | 0.17% | +21,161+66.4% | Added |
| Aptus Capital Advisors, LLC | 53,073 | $4.79M | 0.14% | −2,327−4.2% | Reduced |
| Hoylecohen, LLC | 53,241 | $4.81M | 0.39% | +679+1.3% | Added |
| Sowell Financial Services LLC | 53,178 | $4.82M | 0.26% | −4,232−7.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 53,446 | $4.83M | 1.04% | −512−0.9% | Reduced |
| Strategy Asset Managers LLC | 53,503 | $4.83M | 1.15% | +367+0.7% | Added |
| First American Trust, FSB | 53,894 | $4.87M | 0.60% | −31,966−37.2% | Reduced |
| Courier Capital LLC | 53,931 | $4.87M | 0.37% | +130+0.2% | Added |
| Kinneret Advisory, LLC | 53,796 | $4.87M | 0.54% | −342−0.6% | Reduced |
| United Services Automobile Association | 54,091 | $4.88M | 0.11% | +5,389+11.1% | Added |
| Qsemble Capital Management, LP | 54,211 | $4.89M | 1.23% | +54,211 | New |
| Toth Financial Advisory Corp | 54,367 | $4.91M | 0.67% | +1,532+2.9% | Added |
| Kanawha Capital Management LLC | 54,421 | $4.91M | 0.45% | −16,462−23.2% | Reduced |
| NWF Advisory Services Inc. | 54,431 | $4.91M | 0.98% | +3,291+6.4% | Added |
| CMT Capital Markets Trading GmbH | 54,500 | $4.92M | 3.45% | +54,500 | New |
| Fulton Bank, N.A. | 54,597 | $4.93M | 0.22% | −1,357−2.4% | Reduced |
| McCollum Christoferson Group LLC | 54,702 | $4.94M | 1.49% | −885−1.6% | Reduced |
| Eagle Rock Investment Company, LLC | 54,729 | $4.94M | 1.01% | −25,109−31.4% | Reduced |
| Beta Wealth Group, Inc. | 54,985 | $4.96M | 2.60% | −3,350−5.7% | Reduced |
| Duality Advisers, LP | 54,990 | $4.97M | 0.52% | +54,990 | New |
| City Holding Co | 55,103 | $4.98M | 0.80% | +2,789+5.3% | Added |
| Empowered Funds, LLC | 55,176 | $4.98M | 0.13% | +3,215+6.2% | Added |
| Westchester Capital Management, Inc. | 55,188 | $4.98M | 1.34% | −14,632−21.0% | Reduced |
| Signaturefd, LLC | 55,295 | $4.99M | 0.12% | +7,996+16.9% | Added |
| Shelton Capital Management | 55,350 | $5.00M | 0.16% | −20,124−26.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 55,515 | $5.01M | 0.62% | −6,572−10.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 55,729 | $5.03M | 0.43% | −3,390−5.7% | Reduced |
| Ar Asset Management Inc | 55,875 | $5.04M | 1.32% | +120+0.2% | Added |
| Northwest Bancshares, Inc. | 55,971 | $5.05M | 0.92% | −1,431−2.5% | Reduced |
| RIA Advisory Group LLC | 32,084 | $5.06M | 2.42% | +32,084 | New |
| United Asset Strategies, Inc. | 56,070 | $5.06M | 0.57% | −167−0.3% | Reduced |
| Maven Securities LTD | 56,318 | $5.08M | 0.58% | +56,318 | New |
| Axxcess Wealth Management, LLC | 56,327 | $5.09M | 0.15% | +9,136+19.4% | Added |
| Advisory Services Network, LLC | 56,435 | $5.10M | 0.12% | −13,093−18.8% | Reduced |
| Rodgers Brothers Inc. | 56,532 | $5.10M | 0.81% | −6,999−11.0% | Reduced |
| River Wealth Advisors LLC | 56,568 | $5.11M | 0.82% | +1,056+1.9% | Added |
| Wesbanco Bank Inc | 56,764 | $5.13M | 0.29% | −70,049−55.2% | Reduced |
| Everence Capital Management Inc | 56,882 | $5.14M | 0.37% | 00.0% | Unchanged |
| Logan Capital Management Inc | 57,130 | $5.16M | 0.24% | −220.0% | Reduced |
| Clearstead Advisors, LLC | 57,272 | $5.17M | 0.27% | −791−1.4% | Reduced |
| Great Valley Advisor Group, Inc. | 57,477 | $5.19M | 0.18% | +15,637+37.4% | Added |
| Independent Advisor Alliance | 57,529 | $5.19M | 0.19% | −572−1.0% | Reduced |
| Davy Global Fund Management Ltd | 57,590 | $5.20M | 0.61% | +57,590 | New |
| K.J. Harrison & Partners Inc | 57,727 | $5.21M | 0.88% | +21,906+61.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 57,917 | $5.23M | 0.14% | +163+0.3% | Added |
| Virtu Financial LLC | 57,996 | $5.24M | 0.41% | +31,109+115.7% | Added |
| Lincoln National Corp | 58,115 | $5.25M | 0.09% | −10,323−15.1% | Reduced |
| Hillman Capital Management, Inc. | 58,251 | $5.26M | 1.82% | −17,915−23.5% | Reduced |
| Hantz Financial Services, Inc. | 58,320 | $5.27M | 0.11% | −4,378−7.0% | Reduced |
| Vision Capital Management, Inc. | 58,355 | $5.27M | 0.82% | +263+0.5% | Added |
| Rempart Asset Management Inc. | 58,555 | $5.29M | 1.09% | −53,865−47.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 58,618 | $5.29M | 0.24% | −1,436−2.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 59,512 | $5.37M | 0.47% | +488+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 59,735 | $5.39M | 0.01% | +6,413+12.0% | Added |
| Pioneer Trust Bank N A | 59,922 | $5.41M | 1.61% | +1,900+3.3% | Added |