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 |
|---|---|---|---|---|---|
| Laffer Tengler Investments | 2,686 | $242.5K | 0.06% | +61+2.3% | Added |
| Concorde Asset Management, LLC | 2,626 | $242.6K | 0.17% | +2,626 | New |
| Waddell & Associates, LLC | 2,696 | $243.3K | 0.03% | −2,714−50.2% | Reduced |
| E&G Advisors, LP | 2,695 | $243.4K | 0.09% | −1,790−39.9% | Reduced |
| Rockline Wealth Management, LLC | 2,699 | $243.7K | 0.10% | +2,699 | New |
| Ssi Investment Management LLC | 2,703 | $244.1K | 0.02% | −9−0.3% | Reduced |
| Correct Capital Wealth Management | 2,705 | $244.2K | 0.06% | +2,705 | New |
| BIP Wealth, LLC | 2,706 | $244.3K | 0.02% | +2,706 | New |
| Regent Peak Wealth Advisors LLC | 2,707 | $244.4K | 0.07% | +2,707 | New |
| Walker Asset Management, LLC | 2,707 | $244.4K | 0.18% | +2,707 | New |
| Financial Network Wealth Advisors LLC | 2,709 | $244.6K | 0.26% | +2,709 | New |
| Hudock, Inc. | 2,709 | $244.7K | 0.05% | −35−1.3% | Reduced |
| Capital City Trust Co | 2,710 | $244.7K | 0.07% | −113−4.0% | Reduced |
| Evermay Wealth Management LLC | 2,705 | $244.9K | 0.05% | −971−26.4% | Reduced |
| Dodds Wealth, LLC | 2,716 | $245.2K | 0.13% | +2,716 | New |
| High Note Wealth, LLC | 2,722 | $245.8K | 0.09% | −123−4.3% | Reduced |
| Encompass Wealth Advisors, LLC | 2,724 | $246.0K | 0.07% | +50+1.9% | Added |
| Cohen & Steers, Inc. | 2,728 | $246.0K | 0.00% | −294−9.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,729 | $246.4K | 0.14% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 2,738 | $247.2K | 0.11% | −73−2.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,738 | $247.2K | 0.03% | −689−20.1% | Reduced |
| Royal Capital Wealth Management, LLC | 2,740 | $247.4K | 0.21% | −90−3.2% | Reduced |
| Greatmark Investment Partners, Inc. | 2,742 | $247.6K | 0.04% | −510−15.7% | Reduced |
| Montis Financial, LLC | 2,744 | $247.8K | 0.15% | −1,559−36.2% | Reduced |
| STAR Financial Bank | 2,750 | $248.3K | 0.23% | +36+1.3% | Added |
| Wealth Alliance Advisory Group, LLC | 2,753 | $248.5K | 0.06% | −170−5.8% | Reduced |
| Progressive Investment Management Corp | 2,757 | $248.9K | 0.07% | −64−2.3% | Reduced |
| Aspire Capital Advisors LLC | 2,758 | $249.0K | 0.10% | +2,758 | New |
| Sollinda Capital Management LLC | 2,763 | $249.5K | 0.07% | +2,763 | New |
| Tyler-Stone Wealth Management | 2,765 | $249.6K | 0.13% | −270−8.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,769 | $250.0K | 0.07% | −462−14.3% | Reduced |
| Sym Financial Corp | 2,774 | $250.5K | 0.04% | −788−22.1% | Reduced |
| Tradewinds Capital Management, LLC | 2,774 | $250.5K | 0.10% | −100−3.5% | Reduced |
| Cardiff Park Advisors, LLC | 2,776 | $250.6K | 0.03% | −181−6.1% | Reduced |
| Kennedy Investment Group | 2,777 | $250.7K | 0.14% | +58+2.1% | Added |
| Miramar Capital, LLC | 2,777 | $250.8K | 0.07% | −50−1.8% | Reduced |
| James J. Burns & Company, LLC | 2,772 | $251.0K | 0.06% | −14−0.5% | Reduced |
| Fountainhead AM, LLC | 2,780 | $251.0K | 0.07% | +2,780 | New |
| Avenir Corp | 2,786 | $251.5K | 0.02% | −2,154−43.6% | Reduced |
| Fox Run Management, L.L.C. | 2,786 | $251.5K | 0.06% | +2,786 | New |
| Cooper/Haims Advisors, LLC | 2,792 | $252.1K | 0.14% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,793 | $252.2K | 0.03% | −2,144−43.4% | Reduced |
| WealthPlan Investment Management, LLC | 2,796 | $252.5K | 0.04% | +2,796 | New |
| MBA Advisors LLC | 2,798 | $252.6K | 0.14% | +195+7.5% | Added |
| Crew Capital Management, Ltd. | 2,800 | $252.8K | 0.26% | −800−22.2% | Reduced |
| Segment Wealth Management, LLC | 2,802 | $253.0K | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,807 | $253.4K | 0.08% | −265−8.6% | Reduced |
| Advance Capital Management, Inc. | 2,809 | $253.6K | 0.02% | −819−22.6% | Reduced |
| Navis Wealth Advisors, LLC | 2,819 | $254.5K | 0.33% | −40−1.4% | Reduced |
| Cohen Capital Management, Inc. | 2,830 | $255.5K | 0.05% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,838 | $256.3K | 0.12% | +31+1.1% | Added |
| Orrstown Financial Services Inc | 2,839 | $256.3K | 0.21% | +2,839 | New |
| Jacobsen Capital Management | 2,843 | $256.7K | 0.13% | +2,843 | New |
| Ignite Planners, LLC | 2,832 | $256.9K | 0.08% | −1,188−29.6% | Reduced |
| Towercrest Capital Management | 2,846 | $256.9K | 0.05% | −1,133−28.5% | Reduced |
| Somerset Trust Co | 2,846 | $257.0K | 0.11% | −1,254−30.6% | Reduced |
| Johnson & White Wealth Management, LLC | 2,852 | $257.0K | 0.21% | +2,852 | New |
| Rock Point Advisors, LLC | 2,847 | $257.1K | 0.08% | −25−0.9% | Reduced |
| Peninsula Asset Management Inc | 2,850 | $257.3K | 0.15% | −25−0.9% | Reduced |
| Five Oceans Advisors | 2,852 | $257.5K | 0.14% | +307+12.1% | Added |
| Aurora Private Wealth, Inc. | 2,853 | $258.0K | 0.24% | −33−1.1% | Reduced |
| Bank of New Hampshire | 2,859 | $258.1K | 0.07% | −1,896−39.9% | Reduced |
| Strategic Advocates LLC | 2,873 | $259.4K | 0.11% | −360−11.1% | Reduced |
| Pathway Financial Advisors LLC | 2,883 | $260.3K | 0.08% | −141−4.7% | Reduced |
| Gateway Wealth Partners, LLC | 2,886 | $260.5K | 0.10% | −1,594−35.6% | Reduced |
| E Fund Management Co., Ltd. | 2,886 | $260.6K | 0.02% | +30+1.1% | Added |
| WJ Wealth Management, LLC | 2,900 | $261.8K | 0.11% | 00.0% | Unchanged |
| Galibier Capital Management Ltd. | 2,903 | $262.1K | 0.07% | −11,621−80.0% | Reduced |
| Meridian Wealth Partners, LLC | 2,903 | $262.1K | 0.05% | +259+9.8% | Added |
| Marathon Capital Management | 2,913 | $263.0K | 0.07% | −123−4.1% | Reduced |
| Wulff, Hansen & Co. | 2,915 | $263.2K | 0.29% | −170−5.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,929 | $264.5K | 0.11% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 2,930 | $264.5K | 0.25% | −147−4.8% | Reduced |
| Sterling Wealth Management, Inc. | 2,934 | $264.9K | 0.15% | +2,934 | New |
| EPIQ Capital Group, LLC | 2,933 | $265.7K | 0.13% | −9−0.3% | Reduced |
| Carolinas Wealth Consulting LLC | 9,640 | $266.1K | 0.06% | +150+1.6% | Added |
| ORBA Wealth Advisors, L.L.C. | 2,957 | $267.0K | 0.16% | +2,957 | New |
| Crabel Capital Management, LLC | 2,954 | $267.0K | 0.13% | −1,219−29.2% | Reduced |
| King Wealth | 2,959 | $267.0K | 0.05% | −725−19.7% | Reduced |
| NFP Retirement, Inc. | 2,958 | $267.1K | 0.05% | +356+13.7% | Added |
| Private Ocean, LLC | 2,963 | $267.5K | 0.03% | −53−1.8% | Reduced |
| JT Stratford LLC | 2,968 | $268.0K | 0.06% | −4,348−59.4% | Reduced |
| Coastline Trust Co | 2,970 | $268.2K | 0.04% | −562−15.9% | Reduced |
| Traynor Capital Management, Inc. | 2,970 | $268.2K | 0.03% | −1,475−33.2% | Reduced |
| Insight Advisors, LLC | 2,975 | $268.6K | 0.06% | −147−4.7% | Reduced |
| McRae Capital Management Inc | 2,985 | $269.5K | 0.07% | −250−7.7% | Reduced |
| Avaii Wealth Management, LLC | 2,986 | $269.6K | 0.18% | −758−20.2% | Reduced |
| Aspen Grove Capital, LLC | 3,026 | $270.1K | 0.08% | +3,026 | New |
| Wealth Quarterback LLC | 2,994 | $270.3K | 0.17% | −208−6.5% | Reduced |
| Trust Co of the South | 3,001 | $271.0K | 0.07% | +3,001 | New |
| Wharton Business Group, LLC | 3,003 | $271.0K | 0.01% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 3,006 | $271.4K | 0.02% | −150−4.8% | Reduced |
| Financial Freedom, LLC | 3,006 | $271.4K | 0.17% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 3,007 | $271.5K | 0.07% | −92−3.0% | Reduced |
| Hill Island Financial LLC | 3,013 | $272.1K | 0.09% | +450+17.6% | Added |
| waypoint wealth counsel | 3,019 | $272.6K | 0.23% | −740−19.7% | Reduced |
| Kearns & Associates LLC | 3,020 | $272.7K | 0.23% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 3,041 | $272.7K | 0.18% | +371+13.9% | Added |
| Custos Family Office, LLC | 3,022 | $272.9K | 0.14% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,031 | $273.0K | 0.09% | −497−14.1% | Reduced |