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; 2,948 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 | 2,948 | $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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 2,374 | $214.3K | 0.04% | −247−9.4% | Reduced |
| Element Wealth, LLC | 2,376 | $214.5K | 0.13% | +2,376 | New |
| Crane Advisory, LLC | 2,362 | $214.7K | 0.05% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 2,378 | $214.7K | 0.14% | +2,378 | New |
| Boothe Investment Group, Inc. | 2,378 | $215.0K | 0.10% | +2,378 | New |
| PVG Asset Management Corp | 2,382 | $215.1K | 1.04% | +2,382 | New |
| Lakeshore Financial Planning, Inc. | 2,387 | $215.5K | 0.12% | −1,217−33.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,392 | $216.0K | 0.05% | −208−8.0% | Reduced |
| Versant Capital Management, Inc | 2,392 | $216.0K | 0.06% | +21+0.9% | Added |
| First Citizens Financial Corp | 2,392 | $216.0K | 0.14% | +2,392 | New |
| Cornercap Investment Counsel Inc | 2,394 | $216.2K | 0.04% | −29,962−92.6% | Reduced |
| Mad River Investors | 2,400 | $216.7K | 0.20% | +2,400 | New |
| Flaharty Asset Management, LLC | 2,400 | $216.7K | 0.03% | −84−3.4% | Reduced |
| AJ Advisors, LLC | 2,405 | $217.1K | 0.13% | +2,405 | New |
| Asset Management Resources, LLC | 2,405 | $217.1K | 0.12% | −287−10.7% | Reduced |
| Montz Harcus Wealth Management LLC | 2,412 | $217.7K | 0.17% | +2,412 | New |
| Capital Advisors, Ltd. LLC | 2,416 | $218.0K | 0.03% | +78+3.3% | Added |
| Gill Capital Partners, LLC | 2,424 | $218.9K | 0.09% | +2,424 | New |
| Hilltop Wealth Advisors, LLC | 2,424 | $218.9K | 0.12% | +2,424 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,424 | $218.9K | 0.06% | +2,424 | New |
| Fairhaven Wealth Management, LLC | 2,426 | $219.0K | 0.08% | +2,426 | New |
| Global Wealth Management Investment Advisory, Inc. | 2,427 | $219.1K | 0.06% | +133+5.8% | Added |
| Mosley Wealth Management | 2,427 | $219.1K | 0.22% | +2,427 | New |
| Pennsylvania Capital Management Inc | 2,427 | $219.1K | 0.09% | −320−11.6% | Reduced |
| Capital CS Group, LLC | 2,433 | $219.7K | 0.24% | −100−3.9% | Reduced |
| Chase Investment Counsel Corp | 2,446 | $220.0K | 0.10% | +2,446 | New |
| Family Firm, Inc. | 2,439 | $220.2K | 0.06% | +2,439 | New |
| Financial Advisors, LLC | 2,440 | $220.3K | 0.05% | −73−2.9% | Reduced |
| SPC Financial, Inc. | 2,444 | $220.7K | 0.02% | −71−2.8% | Reduced |
| Phraction Management LLC | 2,447 | $220.9K | 0.09% | +2,447 | New |
| PYA Waltman Capital, LLC | 2,449 | $221.1K | 0.09% | −35−1.4% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 2,457 | $221.8K | 0.21% | 00.0% | Unchanged |
| Capital Square, LLC | 2,457 | $221.9K | 0.25% | +33+1.4% | Added |
| Kozak & Associates, Inc. | 2,391 | $222.5K | 0.07% | −3,987−62.5% | Reduced |
| Clearwater Capital Advisors, LLC | 2,468 | $222.8K | 0.02% | +2,468 | New |
| Green Harvest Asset Management LLC | 2,468 | $222.9K | 0.01% | +2,468 | New |
| Affinity Capital Advisors, LLC | 2,471 | $223.1K | 0.05% | −372−13.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,465 | $223.3K | 0.05% | +2,465 | New |
| Unique Wealth, LLC | 2,477 | $223.7K | 0.07% | −82−3.2% | Reduced |
| Legacy Financial Group, Inc. | 2,485 | $224.3K | 0.10% | +2,485 | New |
| Bellevue Asset Management, LLC | 2,489 | $224.7K | 0.20% | −200−7.4% | Reduced |
| Monticello Wealth Management, LLC | 2,494 | $225.2K | 0.02% | +2,494 | New |
| Breed's Hill Capital LLC | 2,495 | $225.3K | 0.22% | +2,495 | New |
| Yelin Lapidot Holdings Management Ltd. | 2,500 | $225.7K | 0.05% | 00.0% | Unchanged |
| S. R. Schill & Associates | 2,502 | $225.9K | 0.10% | −27−1.1% | Reduced |
| FreeGulliver LLC | 2,502 | $225.9K | 0.30% | +2,502 | New |
| West Oak Capital, LLC | 2,496 | $226.0K | 0.11% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 2,503 | $226.0K | 0.04% | +2,503 | New |
| Opes Wealth Management LLC | 2,511 | $226.7K | 0.05% | −236−8.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,514 | $227.0K | 0.12% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 2,515 | $227.1K | 0.06% | +2,515 | New |
| Northwest Wealth Management, LLC | 2,518 | $227.3K | 0.07% | +48+1.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,518 | $227.4K | 0.15% | +2,518 | New |
| Gould Asset Management LLC | 2,520 | $227.5K | 0.06% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,522 | $227.7K | 0.11% | +2,522 | New |
| GSG Advisors LLC | 2,486 | $227.9K | 0.09% | +2,486 | New |
| Green Square Capital Advisors LLC | 2,524 | $227.9K | 0.03% | −579−18.7% | Reduced |
| Northwest Financial Advisors | 2,529 | $228.3K | 0.19% | +2,529 | New |
| Sumitomo Mitsui Financial Group, Inc. | 2,531 | $228.8K | 0.01% | −2,963−53.9% | Reduced |
| Fidelity D & D Bancorp Inc | 2,535 | $228.9K | 0.18% | −193−7.1% | Reduced |
| Lipe & Dalton | 2,541 | $229.0K | 0.12% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 2,538 | $229.2K | 0.09% | −100−3.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,546 | $229.9K | 0.03% | +11+0.4% | Added |
| WealthShield Partners, LLC | 2,539 | $230.0K | 0.04% | +2,539 | New |
| Bridgefront Capital, LLC | 2,553 | $230.5K | 0.17% | +2,553 | New |
| Alterna Wealth Management, Inc | 2,575 | $232.5K | 0.28% | −100−3.7% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,582 | $233.2K | 0.08% | −1,580−38.0% | Reduced |
| ASB Consultores, LLC | 2,584 | $233.3K | 0.08% | −376−12.7% | Reduced |
| KFA Private Wealth Group, LLC | 2,585 | $233.4K | 0.08% | −29−1.1% | Reduced |
| Fundamentun, LLC | 2,592 | $234.1K | 0.03% | −224−8.0% | Reduced |
| 1776 Wealth LLC | 2,597 | $234.5K | 0.12% | 00.0% | Unchanged |
| Axq Capital, LP | 2,600 | $234.8K | 0.06% | −14,000−84.3% | Reduced |
| Paradigm Asset Management Co LLC | 2,600 | $234.8K | 0.06% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 2,605 | $235.2K | 0.07% | −1,393−34.8% | Reduced |
| Round Rock Advisors, LLC | 2,610 | $235.7K | 0.06% | +2,610 | New |
| First City Capital Management, Inc. | 2,619 | $236.5K | 0.14% | −221−7.8% | Reduced |
| Tranquilli Financial Advisor LLC | 2,621 | $236.7K | 0.17% | +72+2.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 2,630 | $237.0K | 0.01% | +2,630 | New |
| Vista Private Wealth Partners. LLC | 2,614 | $237.4K | 0.13% | +9+0.3% | Added |
| Thrive Wealth Management, LLC | 2,634 | $237.8K | 0.05% | −513−16.3% | Reduced |
| Dixon Fnancial Services, Inc. | 2,635 | $237.9K | 0.15% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,635 | $237.9K | 0.05% | −842−24.2% | Reduced |
| Vestor Capital, LLC | 2,635 | $238.0K | 0.02% | +544+26.0% | Added |
| Wrapmanager Inc | 2,642 | $238.5K | 0.07% | +29+1.1% | Added |
| Investmark Advisory Group LLC | 2,643 | $238.7K | 0.14% | +31+1.2% | Added |
| Kesler, Norman & Wride, LLC | 2,645 | $238.8K | 0.05% | −3,146−54.3% | Reduced |
| Cardinal Strategic Wealth Guidance | 2,647 | $239.2K | 0.10% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 2,650 | $239.3K | 0.07% | −4,285−61.8% | Reduced |
| Emfo, LLC | 2,651 | $239.3K | 0.22% | −185−6.5% | Reduced |
| Northwest Capital Management Inc | 2,655 | $239.7K | 0.08% | −126−4.5% | Reduced |
| Platte River Wealth Advisors, LLC | 2,658 | $240.0K | 0.08% | −265−9.1% | Reduced |
| Advisors Management Group Inc | 2,658 | $240.0K | 0.07% | +2,658 | New |
| Headlands Technologies LLC | 2,665 | $240.6K | 0.07% | +2,665 | New |
| Collaborative Wealth Managment Inc. | 2,666 | $240.7K | 0.13% | +50+1.9% | Added |
| Meridian Investment Counsel Inc. | 2,667 | $240.8K | 0.08% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,669 | $241.0K | 0.04% | −50−1.8% | Reduced |
| RDA Financial Network | 2,673 | $241.3K | 0.09% | +87+3.4% | Added |
| Charles Schwab Investment Advisory, Inc. | 2,676 | $241.6K | 0.00% | +2,676 | New |
| Teamwork Financial Advisors, LLC | 2,683 | $242.2K | 0.04% | −755−22.0% | Reduced |
| Invictus Private Wealth, LLC | 2,685 | $242.4K | 0.02% | −50−1.8% | Reduced |