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 |
|---|---|---|---|---|---|
| Compass Ion Advisors, LLC | 3,030 | $273.6K | 0.04% | −83−2.7% | Reduced |
| Fusion Capital, LLC | 3,031 | $273.7K | 0.14% | −231−7.1% | Reduced |
| Gratus Capital LLC | 3,033 | $273.9K | 0.02% | +98+3.3% | Added |
| Walkner Condon Financial Advisors LLC | 3,034 | $273.9K | 0.06% | +390+14.8% | Added |
| SeaBridge Investment Advisors LLC | 3,035 | $274.0K | 0.08% | +460+17.9% | Added |
| McLean Asset Management Corp | 3,041 | $276.4K | 0.10% | −122−3.9% | Reduced |
| Foster & Motley Inc | 3,074 | $278.0K | 0.02% | −193−5.9% | Reduced |
| Intrepid Financial Planning Group LLC | 3,080 | $278.1K | 0.13% | −412−11.8% | Reduced |
| New Republic Capital, LLC | 3,083 | $278.9K | 0.20% | +3,083 | New |
| Calton & Associates, Inc. | 3,093 | $279.2K | 0.11% | +3,093 | New |
| Cora Capital Advisors LLC | 3,096 | $279.6K | 0.16% | −715−18.8% | Reduced |
| Principal Street Partners, LLC | 3,097 | $279.6K | 0.07% | −3,685−54.3% | Reduced |
| CAP Partners, LLC | 3,103 | $280.2K | 0.28% | +3,103 | New |
| Saxon Interests, Inc. | 3,105 | $280.4K | 0.14% | +3,105 | New |
| Eagle Wealth Strategies LLC | 3,107 | $280.5K | 0.17% | +3,107 | New |
| Linscomb & Williams, Inc. | 3,108 | $280.6K | 0.02% | +323+11.6% | Added |
| VCI Wealth Management LLC | 3,112 | $281.0K | 0.17% | +3,112 | New |
| Advisory Resource Group | 3,119 | $281.6K | 0.07% | −20−0.6% | Reduced |
| Eagle Capital Management LLC | 3,128 | $282.4K | 0.00% | −3,269−51.1% | Reduced |
| SYSTM Wealth Solutions LLC | 3,125 | $282.5K | 0.04% | +197+6.7% | Added |
| Pensionmark Financial Group, LLC | 3,131 | $282.9K | 0.04% | +3,131 | New |
| Claret Asset Management Corp | 3,133 | $283.0K | 0.05% | +38+1.2% | Added |
| Greenhouse Wealth Management, LLC | 3,148 | $284.2K | 0.23% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 3,158 | $285.1K | 0.05% | −1,655−34.4% | Reduced |
| Capital Performance Advisors LLP | 3,162 | $285.5K | 0.12% | −2,229−41.3% | Reduced |
| Accurate Wealth Management, LLC | 3,193 | $285.6K | 0.09% | −252−7.3% | Reduced |
| Sage Private Wealth Group, LLC | 3,162 | $285.6K | 0.25% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,174 | $285.6K | 0.02% | −1,673−34.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,128 | $286.3K | 0.03% | −122−3.8% | Reduced |
| Strait & Sound Wealth Management LLC | 3,178 | $287.1K | 0.18% | −222−6.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,180 | $287.1K | 0.15% | −106−3.2% | Reduced |
| Latitude Advisors, LLC | 3,182 | $287.3K | 0.20% | −80−2.5% | Reduced |
| Seed Wealth Management, Inc. | 3,186 | $289.0K | 0.29% | 00.0% | Unchanged |
| First Bank & Trust | 3,205 | $289.4K | 0.07% | −38−1.2% | Reduced |
| Optas, LLC | 3,208 | $289.7K | 0.09% | −133−4.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,209 | $289.8K | 0.06% | −1,737−35.1% | Reduced |
| Almanack Investment Partners, LLC. | 3,210 | $289.8K | 0.05% | +257+8.7% | Added |
| Wescott Financial Advisory Group, LLC | 3,215 | $290.3K | 0.04% | −104−3.1% | Reduced |
| Willow Creek Wealth Management Inc. | 3,218 | $290.6K | 0.04% | −16−0.5% | Reduced |
| Convergence Investment Partners, LLC | 3,220 | $291.0K | 0.15% | +92+2.9% | Added |
| Mach-1 Financial Group, Inc. | 3,230 | $291.6K | 0.11% | −145−4.3% | Reduced |
| Visionary Horizons, LLC | 3,233 | $291.9K | 0.24% | +3,233 | New |
| Unison Asset Management LLC | 3,235 | $292.1K | 0.17% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,240 | $292.5K | 0.09% | +54+1.7% | Added |
| New England Capital Financial Advisors LLC | 3,241 | $292.6K | 0.18% | −58−1.8% | Reduced |
| Blueprint Investment Partners LLC | 3,242 | $292.7K | 0.08% | +3,242 | New |
| Rogco, LP | 3,246 | $293.1K | 0.13% | +1,966+153.6% | Added |
| Accel Wealth Management | 3,253 | $293.8K | 0.15% | −17−0.5% | Reduced |
| Nebula Research & Development LLC | 3,255 | $293.9K | 0.09% | −2,896−47.1% | Reduced |
| Lodestar Private Asset Management LLC | 3,256 | $294.0K | 0.05% | −17−0.5% | Reduced |
| EWG Elevate Inc. | 3,259 | $294.3K | 0.12% | +3,259 | New |
| Alesco Advisors LLC | 3,263 | $294.6K | 0.01% | +20+0.6% | Added |
| GeoWealth Management, LLC | 3,290 | $295.0K | 0.02% | +3,039+1,210.8% | Added |
| Plato Investment Management Ltd | 3,276 | $295.8K | 0.36% | +3,276 | New |
| Tennessee Valley Asset Management Partners | 3,289 | $297.0K | 0.08% | −87−2.6% | Reduced |
| Hixon Zuercher, LLC | 3,302 | $298.1K | 0.14% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 3,306 | $298.5K | 0.06% | −1,128−25.4% | Reduced |
| Sargent Investment Group, LLC | 3,319 | $299.7K | 0.07% | +196+6.3% | Added |
| Wallace Advisory Group, LLC | 3,701 | $300.0K | 0.23% | −2,510−40.4% | Reduced |
| Callan Family Office, LLC | 3,323 | $300.0K | 0.07% | +718+27.6% | Added |
| Signal Advisors Wealth, LLC | 3,315 | $300.3K | 0.10% | +3,315 | New |
| Fortitude Family Office, LLC | 3,330 | $300.7K | 0.22% | +3,330 | New |
| New World Advisors LLC | 3,332 | $300.8K | 0.09% | −795−19.3% | Reduced |
| Sonata Capital Group Inc | 3,332 | $301.0K | 0.15% | 00.0% | Unchanged |
| Check Capital Management Inc | 3,360 | $303.4K | 0.02% | −32,079−90.5% | Reduced |
| Driehaus Capital Management LLC | 3,361 | $303.5K | 0.00% | +3,361 | New |
| Falcon Wealth Planning | 3,365 | $303.8K | 0.05% | +3,365 | New |
| One Wealth Management Investment & Advisory Services, LLC | 3,366 | $303.9K | 0.14% | +3,366 | New |
| Ameliora Wealth Management Ltd. | 3,367 | $304.0K | 0.15% | −3,058−47.6% | Reduced |
| Redwood Financial Network Corp | 3,372 | $304.5K | 0.30% | −186−5.2% | Reduced |
| Univest Financial Corp | 3,375 | $304.7K | 0.09% | −118−3.4% | Reduced |
| Covestor Ltd | 3,380 | $305.0K | 0.21% | +174+5.4% | Added |
| Goldstone Financial Group, LLC | 3,388 | $305.9K | 0.08% | +228+7.2% | Added |
| Trueblood Wealth Management, LLC | 3,393 | $306.4K | 0.19% | +3,393 | New |
| JJJ Advisors Inc. | 3,399 | $306.9K | 0.07% | −7−0.2% | Reduced |
| Broadleaf Partners, LLC | 3,399 | $306.9K | 0.09% | −66−1.9% | Reduced |
| Pallas Capital Advisors LLC | 3,408 | $307.7K | 0.02% | +16+0.5% | Added |
| CNB Bank | 3,411 | $308.0K | 0.17% | −133−3.8% | Reduced |
| Conway Capital Management, Inc. | 3,416 | $308.4K | 0.20% | +3,416 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 3,407 | $308.6K | 0.14% | +50+1.5% | Added |
| Ackerman Capital Advisors, LLC | 3,420 | $308.8K | 0.09% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,425 | $309.0K | 0.17% | −75−2.1% | Reduced |
| Private Portfolio Partners LLC | 3,426 | $309.3K | 0.07% | −555−13.9% | Reduced |
| ZRC Wealth Management, LLC | 3,820 | $309.6K | 0.19% | +3,381+770.2% | Added |
| RWM Asset Management, LLC | 3,419 | $309.6K | 0.06% | −157−4.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,430 | $309.7K | 0.03% | −603−15.0% | Reduced |
| Fermata Advisors, LLC | 3,437 | $310.3K | 0.07% | +181+5.6% | Added |
| TSFG, LLC | 3,441 | $311.0K | 0.10% | −7−0.2% | Reduced |
| Finivi Inc. | 3,453 | $311.7K | 0.30% | +3,453 | New |
| Redwood Wealth Management Group, LLC | 3,457 | $312.1K | 0.35% | +434+14.4% | Added |
| Private Management Group Inc | 3,458 | $312.3K | 0.01% | +412+13.5% | Added |
| Spinnaker Investment Group, LLC | 3,463 | $312.7K | 0.09% | −1,849−34.8% | Reduced |
| Jarislowsky, Fraser Ltd | 3,465 | $312.9K | 0.00% | +145+4.4% | Added |
| AlphaQ Advisors LLC | 3,472 | $313.5K | 0.22% | −159−4.4% | Reduced |
| Seneca Financial Advisors LLC | 3,474 | $313.6K | 0.18% | −2,450−41.4% | Reduced |
| CMG Global Holdings, LLC | 2,791 | $313.8K | 0.23% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 2,901 | $314.4K | 0.16% | −129−4.3% | Reduced |
| Archford Capital Strategies, LLC | 3,485 | $314.6K | 0.06% | −7,068−67.0% | Reduced |
| Kensington Investment Counsel, LLC | 3,508 | $316.7K | 0.17% | −2,508−41.7% | Reduced |
| Mirabella Financial Services LLP | 3,508 | $316.7K | 0.05% | +3,508 | New |