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 |
|---|---|---|---|---|---|
| Archon Partners LLC | 60,000 | $5.42M | 0.75% | 00.0% | Unchanged |
| Gifford Fong Associates | 60,039 | $5.42M | 1.15% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 60,219 | $5.44M | 0.26% | −1,475−2.4% | Reduced |
| Sequoia Financial Advisors, LLC | 60,250 | $5.44M | 0.07% | +25,681+74.3% | Added |
| BLB&B Advisors, LLC | 60,316 | $5.45M | 0.34% | −9,067−13.1% | Reduced |
| Toroso Investments, LLC | 60,325 | $5.45M | 0.13% | −15,611−20.6% | Reduced |
| Titan Global Capital Management USA LLC | 60,646 | $5.48M | 1.12% | −802−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 60,841 | $5.49M | 0.30% | +1,163+1.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 61,002 | $5.51M | 0.02% | +1,644+2.8% | Added |
| Quantinno Capital Management LP | 61,974 | $5.60M | 0.20% | +10,083+19.4% | Added |
| Sicart Associates LLC | 61,906 | $5.61M | 2.14% | +18,981+44.2% | Added |
| Wade G W & Inc | 62,582 | $5.65M | 0.18% | +2,461+4.1% | Added |
| Kempner Capital Management Inc. | 62,635 | $5.66M | 3.16% | −180.0% | Reduced |
| Gibraltar Capital Management, Inc. | 62,632 | $5.66M | 2.41% | −2,321−3.6% | Reduced |
| WealthBridge Investment Counsel Inc. | 63,161 | $5.70M | 2.28% | −100−0.2% | Reduced |
| First Interstate Bank | 63,366 | $5.72M | 0.42% | −1,485−2.3% | Reduced |
| Bourgeon Capital Management LLC | 63,677 | $5.75M | 1.27% | −3,863−5.7% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 63,689 | $5.75M | 1.93% | −865−1.3% | Reduced |
| TCTC Holdings, LLC | 63,890 | $5.77M | 0.21% | −38,268−37.5% | Reduced |
| Empirical Finance, LLC | 63,980 | $5.78M | 0.40% | +349+0.5% | Added |
| Argent Trust Co | 63,985 | $5.78M | 0.29% | −139−0.2% | Reduced |
| Atwater Malick LLC | 64,084 | $5.79M | 2.27% | +2,256+3.6% | Added |
| First American Bank | 64,342 | $5.81M | 0.49% | −23,358−26.6% | Reduced |
| WoodTrust Financial Corp | 64,498 | $5.82M | 0.99% | −2,435−3.6% | Reduced |
| Glenview Trust Co | 64,632 | $5.84M | 0.14% | −8,430−11.5% | Reduced |
| Shell Asset Management Co | 64,857 | $5.86M | 0.27% | −16,601−20.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 64,916 | $5.86M | 0.08% | +2,152+3.4% | Added |
| Moors & Cabot, Inc. | 64,973 | $5.87M | 0.37% | +2,155+3.4% | Added |
| Marco Investment Management LLC | 65,084 | $5.88M | 0.60% | −2,975−4.4% | Reduced |
| Teza Capital Management LLC | 65,141 | $5.88M | 0.98% | +48,630+294.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 65,187 | $5.89M | 0.41% | +1,866+2.9% | Added |
| Dynamic Advisor Solutions LLC | 64,813 | $5.89M | 0.22% | −8,962−12.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 65,637 | $5.93M | 0.45% | −2,540−3.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 65,708 | $5.93M | 1.07% | +24,288+58.6% | Added |
| Close Asset Management Ltd | 65,735 | $5.93M | 0.25% | +12,586+23.7% | Added |
| National Asset Management, Inc. | 65,541 | $5.94M | 0.16% | +1,140+1.8% | Added |
| Baxter Bros Inc | 65,774 | $5.94M | 0.82% | −4,688−6.7% | Reduced |
| Choate Investment Advisors | 66,619 | $6.02M | 0.19% | +17,994+37.0% | Added |
| Brown Shipley& Co Ltd | 67,003 | $6.05M | 3.00% | +2,674+4.2% | Added |
| IPG Investment Advisors LLC | 66,990 | $6.07M | 1.21% | +6,775+11.3% | Added |
| Colony Group, LLC | 67,215 | $6.07M | 0.08% | +67,215 | New |
| Winslow Asset Management Inc | 67,278 | $6.08M | 1.24% | +9,026+15.5% | Added |
| Acadian Asset Management LLC | 67,684 | $6.11M | 0.02% | +45,089+199.6% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 75,000 | $6.13M | 0.91% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 68,064 | $6.15M | 3.52% | −21,203−23.8% | Reduced |
| Talbot Financial, LLC | 68,174 | $6.16M | 0.93% | +1,904+2.9% | Added |
| Anderson Hoagland & Co | 66,179 | $6.16M | 0.76% | +4,041+6.5% | Added |
| Callahan Advisors, LLC | 68,837 | $6.22M | 0.72% | +4,135+6.4% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 68,898 | $6.22M | 1.27% | −4,420−6.0% | Reduced |
| Stelac Advisory Services LLC | 68,909 | $6.22M | 3.35% | 00.0% | Unchanged |
| Jump Financial, LLC | 69,065 | $6.24M | 0.20% | +17,285+33.4% | Added |
| KCM Investment Advisors LLC | 69,390 | $6.27M | 0.25% | −9,910−12.5% | Reduced |
| Greenwood Capital Associates LLC | 69,411 | $6.27M | 0.81% | −3,371−4.6% | Reduced |
| Sonora Investment Management Group, LLC | 69,497 | $6.27M | 0.51% | +2,766+4.1% | Added |
| Buckingham Capital Management, Inc. | 69,818 | $6.30M | 0.84% | −2,316−3.2% | Reduced |
| Pacific Heights Asset Management LLC | 70,000 | $6.32M | 0.54% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 70,182 | $6.34M | 0.08% | +70,182 | New |
| JB Capital LLC | 70,259 | $6.34M | 0.47% | −12,886−15.5% | Reduced |
| Tufton Capital Management | 70,351 | $6.35M | 1.33% | −4,322−5.8% | Reduced |
| Van Den Berg Management I, Inc | 70,457 | $6.36M | 2.11% | −2,635−3.6% | Reduced |
| LS Investment Advisors, LLC | 70,856 | $6.40M | 1.11% | −2,910−3.9% | Reduced |
| E. Ohman J:or Asset Management AB | 71,100 | $6.42M | 0.24% | −13,600−16.1% | Reduced |
| Carret Asset Management, LLC | 71,192 | $6.43M | 0.82% | −972−1.3% | Reduced |
| Haverford Trust Co | 71,574 | $6.46M | 0.07% | −14,411−16.8% | Reduced |
| Northwest & Ethical Investments L.P. | 71,891 | $6.49M | 0.20% | 00.0% | Unchanged |
| Annandale Capital, LLC | 71,969 | $6.50M | 1.51% | −1,077−1.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 72,766 | $6.57M | 0.18% | +69,098+1,883.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 72,832 | $6.58M | 0.20% | −12,706−14.9% | Reduced |
| Parthenon LLC | 73,677 | $6.65M | 0.92% | −880−1.2% | Reduced |
| Broad Run Investment Management, LLC | 74,018 | $6.68M | 0.89% | −15,814−17.6% | Reduced |
| Capital Investment Advisors, LLC | 74,030 | $6.68M | 0.17% | −1,959−2.6% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 96,389 | $6.69M | 7.68% | +9,051+10.4% | Added |
| LMCG Investments, LLC | 74,398 | $6.72M | 0.42% | −9,426−11.2% | Reduced |
| Metropolitan Life Insurance Co | 74,480 | $6.72M | 0.32% | −1,226−1.6% | Reduced |
| Synovus Financial Corp | 74,557 | $6.73M | 0.10% | −2,632−3.4% | Reduced |
| Mitchell Sinkler & Starr | 74,599 | $6.74M | 1.23% | +3,230+4.5% | Added |
| Telos Capital Management, Inc. | 74,767 | $6.75M | 0.82% | +1,236+1.7% | Added |
| Weatherly Asset Management L. P. | 74,524 | $6.75M | 0.73% | −8,560−10.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 75,561 | $6.82M | 0.09% | +32,632+76.0% | Added |
| Kelly Lawrence W & Associates Inc | 75,662 | $6.83M | 1.64% | +3,200+4.4% | Added |
| Integrated Wealth Concepts LLC | 76,061 | $6.87M | 0.11% | −5,186−6.4% | Reduced |
| Cutler Group LP | 76,282 | $6.89M | 0.96% | +1,835+2.5% | Added |
| Park Avenue Securities LLC | 76,580 | $6.91M | 0.10% | +4,609+6.4% | Added |
| Journey Strategic Wealth LLC | 76,713 | $6.93M | 0.33% | +4,769+6.6% | Added |
| Trust Co of Vermont | 76,998 | $6.95M | 0.46% | −18,324−19.2% | Reduced |
| Noesis Capital Mangement Corp | 78,040 | $7.05M | 1.66% | −663−0.8% | Reduced |
| Ironvine Capital Partners, LLC | 78,114 | $7.05M | 0.85% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 78,159 | $7.06M | 1.54% | +3,017+4.0% | Added |
| Meiji Yasuda Life Insurance Co | 78,389 | $7.08M | 0.15% | +17,713+29.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 78,593 | $7.10M | 0.77% | −4,584−5.5% | Reduced |
| Graham Capital Management, L.P. | 79,684 | $7.19M | 0.23% | +17,752+28.7% | Added |
| NBT Bank N A | 80,299 | $7.25M | 0.57% | +1,200+1.5% | Added |
| Dakota Wealth Management | 81,120 | $7.32M | 0.28% | −2,776−3.3% | Reduced |
| ExodusPoint Capital Management, LP | 81,415 | $7.35M | 0.09% | +61,954+318.3% | Added |
| Pacific Global Investment Management CO | 81,480 | $7.36M | 1.50% | +2,259+2.9% | Added |
| Motco | 81,497 | $7.36M | 0.47% | +847+1.1% | Added |
| Venture Visionary Partners LLC | 81,548 | $7.36M | 0.39% | −1,476−1.8% | Reduced |
| MAI Capital Management | 81,623 | $7.37M | 0.10% | −30,319−27.1% | Reduced |
| Mutual Advisors, LLC | 81,991 | $7.40M | 0.26% | +1,350+1.7% | Added |
| Albion Financial Group | 82,628 | $7.46M | 0.61% | +12,630+18.0% | Added |