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; 2,947 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
- 3,010
- +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
- 928 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 | 2,947 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 1,358 | $122.6K | 0.09% | −121−8.2% | Reduced |
| Scarborough Advisors, LLC | 1,359 | $122.7K | 0.03% | +1,359 | New |
| Founders Capital Management | 1,366 | $123.3K | 0.09% | −222−14.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,369 | $124.0K | 0.08% | +1,369 | New |
| Compass Wealth Management LLC | 1,375 | $124.2K | 0.03% | +41+3.1% | Added |
| Pineridge Advisors LLC | 1,389 | $125.4K | 0.04% | +1,389 | New |
| PrairieView Partners, LLC | 1,400 | $126.0K | 0.02% | −100−6.7% | Reduced |
| Dividend Assets Capital, LLC | 1,425 | $129.0K | 0.03% | −9−0.6% | Reduced |
| Rational Advisors LLC | 1,437 | $129.7K | 0.01% | −2,291−61.5% | Reduced |
| Tucker Asset Management LLC | 1,438 | $129.8K | 0.03% | −158−9.9% | Reduced |
| Tower View Investment Management & Research LLC | 1,435 | $130.0K | 0.08% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $130.9K | 0.06% | +1,450 | New |
| IAG Wealth Partners, LLC | 1,459 | $131.7K | 0.03% | −680−31.8% | Reduced |
| Rosenberg Matthew Hamilton | 1,476 | $133.2K | 0.04% | −953−39.2% | Reduced |
| TFC Financial Management | 1,500 | $135.5K | 0.03% | −303−16.8% | Reduced |
| Horizon Bancorp Inc | 1,578 | $142.0K | 0.07% | +555+54.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,585 | $143.0K | 0.07% | −248−13.5% | Reduced |
| DT Investment Partners, LLC | 1,480 | $143.5K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,590 | $143.6K | 0.04% | −851−34.9% | Reduced |
| Morton Brown Family Wealth, LLC | 1,600 | $144.5K | 0.06% | +310+24.0% | Added |
| Princeton Global Asset Management LLC | 1,601 | $144.6K | 0.04% | −159−9.0% | Reduced |
| Bogart Wealth, LLC | 1,603 | $144.7K | 0.01% | −664−29.3% | Reduced |
| Keener Financial Planning LLC | 1,602 | $145.0K | 0.11% | +1,602 | New |
| Atwood & Palmer Inc | 1,606 | $145.0K | 0.01% | −757−32.0% | Reduced |
| Eagle Bay Advisors LLC | 1,634 | $147.5K | 0.09% | +433+36.1% | Added |
| Raleigh Capital Management Inc. | 1,640 | $148.1K | 0.07% | −182−10.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,648 | $148.8K | 0.09% | −85−4.9% | Reduced |
| Macroview Investment Management LLC | 1,657 | $149.6K | 0.18% | +499+43.1% | Added |
| Spartan Planning & Wealth Management | 1,667 | $150.5K | 0.16% | +1,665+83,250.0% | Added |
| Beacon Capital Management, LLC | 1,867 | $151.3K | 0.04% | −40−2.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,682 | $151.9K | 0.03% | −94−5.3% | Reduced |
| DB Wealth Management Group, LLC | 1,699 | $153.4K | 0.09% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,715 | $154.8K | 0.11% | 00.0% | Unchanged |
| Nkcfo LLC | 1,749 | $158.0K | 0.09% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,802 | $162.7K | 0.06% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,824 | $164.7K | 0.06% | −3−0.2% | Reduced |
| Kapitalo Investimentos Ltda | 1,828 | $165.1K | 0.03% | +1,828 | New |
| True Wealth Design, LLC | 1,838 | $166.0K | 0.05% | −53−2.8% | Reduced |
| Criterion Capital Advisors, LLC | 1,847 | $166.8K | 0.12% | +1,847 | New |
| Blue Bell Private Wealth Management, LLC | 1,849 | $167.0K | 0.04% | −141−7.1% | Reduced |
| Tradition Wealth Management, LLC | 1,846 | $167.0K | 0.02% | −155−7.7% | Reduced |
| Edentree Asset Management Ltd | 1,850 | $167.0K | 0.05% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,875 | $169.3K | 0.05% | +1,875 | New |
| Coombe, Bender & Co LLC | 1,888 | $170.5K | 0.11% | +1,888 | New |
| Sit Investment Associates Inc | 1,930 | $174.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1,969 | $178.3K | 0.03% | −156−7.3% | Reduced |
| Price Jennifer C. | 2,000 | $180.6K | 0.12% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,025 | $183.0K | 0.19% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,955 | $186.5K | 0.11% | +1,955 | New |
| SRS Capital Advisors, Inc. | 2,070 | $186.9K | 0.02% | −66−3.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,162 | $187.9K | 0.09% | +87+4.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,091 | $188.8K | 0.11% | −600−22.3% | Reduced |
| Park Place Capital Corp | 2,092 | $188.9K | 0.08% | −170−7.5% | Reduced |
| McIlrath & Eck, LLC | 2,092 | $188.9K | 0.03% | −153−6.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,126 | $192.0K | 0.05% | −351−14.2% | Reduced |
| Credential Qtrade Securities Inc. | 2,146 | $193.8K | 0.01% | −161−7.0% | Reduced |
| Tortoise Investment Management, LLC | 2,170 | $196.0K | 0.03% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 2,225 | $200.9K | 0.11% | +2,225 | New |
| Lesa Sroufe & Co | 2,231 | $201.0K | 0.21% | +2,231 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 2,229 | $201.3K | 0.01% | −74,469−97.1% | Reduced |
| Arden Trust Co | 2,229 | $201.3K | 0.03% | −402−15.3% | Reduced |
| Keebeck Wealth Management, LLC | 2,222 | $201.4K | 0.03% | +2,222 | New |
| Winning Points Advisors, LLC | 2,232 | $201.5K | 0.31% | +2,232 | New |
| Spectrum Wealth Counsel, LLC | 2,232 | $201.5K | 0.03% | +2,232 | New |
| Buckhead Capital Management LLC | 2,234 | $201.7K | 0.07% | +2,234 | New |
| Summit Wealth Partners, LLC | 2,239 | $202.1K | 0.05% | +2,239 | New |
| Mosaic Family Wealth Partners, LLC | 2,246 | $202.8K | 0.03% | −281−11.1% | Reduced |
| Acorns Advisers, LLC | 2,252 | $203.0K | 0.00% | +2,252 | New |
| Ahl Investment Management, Inc. | 2,249 | $203.1K | 0.17% | +2,249 | New |
| S.A. Mason LLC | 2,251 | $203.2K | 0.14% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 2,252 | $203.4K | 0.14% | +2,252 | New |
| Bellecapital International Ltd. | 2,255 | $203.6K | 0.05% | +2,255 | New |
| Point72 Europe (London) LLP | 2,262 | $204.2K | 0.03% | +2,262 | New |
| Morris Financial Concepts, Inc. | 2,263 | $204.3K | 0.12% | +2,263 | New |
| Gries Financial LLC | 2,266 | $204.6K | 0.04% | +2,266 | New |
| Westshore Wealth, LLC | 2,269 | $204.9K | 0.09% | +2,269 | New |
| City State Bank | 2,272 | $205.0K | 0.10% | −466−17.0% | Reduced |
| Fairfield, Bush & Co. | 2,272 | $205.1K | 0.12% | −4,262−65.2% | Reduced |
| WESPAC Advisors, LLC | 2,273 | $205.2K | 0.14% | −290−11.3% | Reduced |
| Kaydan Wealth Management, Inc. | 2,280 | $205.9K | 0.08% | +2,280 | New |
| SJS Investment Consulting Inc. | 2,288 | $206.6K | 0.05% | +147+6.9% | Added |
| Alliance Wealth Management Group | 2,291 | $206.9K | 0.06% | +2,291 | New |
| Fairfield Financial Advisors, LTD | 2,299 | $207.6K | 0.08% | −126−5.2% | Reduced |
| Ami Asset Management Corp | 2,303 | $207.9K | 0.01% | +2,303 | New |
| Francis Financial, Inc. | 2,306 | $208.2K | 0.09% | +2,306 | New |
| Deseret Mutual Benefit Administrators | 2,310 | $208.6K | 0.12% | −678−22.7% | Reduced |
| Ade, LLC | 2,319 | $209.4K | 0.15% | +2,319 | New |
| Blue Barn Wealth, LLC | 2,321 | $209.6K | 0.12% | +2,321 | New |
| Zions Bancorporation, N.A. | 2,326 | $210.0K | 0.01% | +103+4.6% | Added |
| Wealth Management Partners, LLC | 2,329 | $210.3K | 0.12% | −586−20.1% | Reduced |
| Sherbrooke Park Advisers LLC | 2,340 | $211.3K | 0.10% | −6,650−74.0% | Reduced |
| Kampmann Melissa S. | 2,340 | $211.3K | 0.18% | −3,925−62.6% | Reduced |
| Centennial Bank | 2,343 | $211.6K | 0.13% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 2,347 | $211.9K | 0.21% | +2,347 | New |
| Centerpoint Advisors, LLC | 2,345 | $212.0K | 0.08% | −1,004−30.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,355 | $213.0K | 0.06% | −155−6.2% | Reduced |
| Vectors Research Management, LLC | 2,364 | $213.0K | 0.06% | +2,364 | New |
| West Wealth Group, LLC | 2,361 | $213.2K | 0.08% | −848−26.4% | Reduced |
| Cascade Investment Group, Inc. | 2,364 | $213.4K | 0.17% | −241−9.3% | Reduced |
| AJOVista, LLC | 2,368 | $213.8K | 0.27% | +2,368 | New |