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 |
|---|---|---|---|---|---|
| Legacy Edge Advisors, LLC | 3,510 | $316.9K | 0.07% | +3,510 | New |
| Bristol John W & Co Inc | 3,512 | $317.1K | 0.01% | −58−1.6% | Reduced |
| Northern Financial Advisors Inc | 3,515 | $317.4K | 0.27% | +3,515 | New |
| BlackDiamond Wealth Management Inc. | 3,286 | $317.6K | 0.23% | +104+3.3% | Added |
| ICA Group Wealth Management, LLC | 3,518 | $317.6K | 0.07% | −890−20.2% | Reduced |
| Miller Investment Management, LP | 3,523 | $318.1K | 0.05% | −13,500−79.3% | Reduced |
| Riverbridge Partners LLC | 3,525 | $318.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,528 | $318.6K | 0.14% | −38−1.1% | Reduced |
| Barrett & Company, Inc. | 3,534 | $319.1K | 0.17% | −100−2.8% | Reduced |
| Kooman & Associates | 3,544 | $320.0K | 0.14% | +157+4.6% | Added |
| Security Financial Services, INC. | 3,551 | $320.6K | 0.08% | −669−15.9% | Reduced |
| GSB Wealth Management, LLC | 3,551 | $320.6K | 0.10% | −500−12.3% | Reduced |
| Coyle Financial Counsel LLC | 3,553 | $320.8K | 0.12% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 3,572 | $322.6K | 0.21% | +165+4.8% | Added |
| Silvia McColl Wealth Management, LLC | 3,576 | $322.9K | 0.29% | −250−6.5% | Reduced |
| Aufman Associates Inc | 3,578 | $323.1K | 0.24% | +10+0.3% | Added |
| Lantz Financial LLC | 3,582 | $323.4K | 0.12% | +45+1.3% | Added |
| Kelman-Lazarov, Inc. | 3,583 | $323.5K | 0.07% | +117+3.4% | Added |
| Hall Capital Management Co Inc | 3,592 | $324.3K | 0.19% | −485−11.9% | Reduced |
| Apollon Financial, LLC | 3,595 | $324.6K | 0.13% | +3,595 | New |
| Burt Wealth Advisors | 3,604 | $325.4K | 0.09% | −325−8.3% | Reduced |
| CVA Family Office, LLC | 3,610 | $325.9K | 0.06% | +3,610 | New |
| Seven Mile Advisory | 3,614 | $326.3K | 0.28% | +1,115+44.6% | Added |
| Wall Street Access Asset Management, LLC | 3,616 | $326.5K | 0.15% | +9+0.2% | Added |
| First National Corp | 3,624 | $327.2K | 0.08% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 3,630 | $327.8K | 0.02% | 00.0% | Unchanged |
| Community Trust & Investment Co | 3,634 | $328.1K | 0.03% | −2,734−42.9% | Reduced |
| UMA Financial Services, Inc. | 3,452 | $328.2K | 0.07% | −199−5.5% | Reduced |
| Crescent Grove Advisors, LLC | 3,633 | $329.4K | 0.04% | −671−15.6% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 3,653 | $329.8K | 0.26% | −231−5.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,665 | $330.9K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,674 | $331.7K | 0.17% | +737+25.1% | Added |
| Prentiss Smith & Co Inc | 3,680 | $332.3K | 0.25% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,695 | $333.6K | 0.02% | +311+9.2% | Added |
| McAdam, LLC | 3,696 | $333.7K | 0.02% | −187−4.8% | Reduced |
| Greystone Financial Group, LLC | 3,698 | $333.9K | 0.08% | +54+1.5% | Added |
| New Jersey Better Educational Savings Trust | 3,706 | $334.6K | 0.71% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 3,715 | $335.4K | 0.28% | +81+2.2% | Added |
| Greenwich Wealth Management LLC | 3,724 | $336.0K | 0.03% | −41−1.1% | Reduced |
| Family Management Corp | 3,723 | $336.1K | 0.07% | −26,112−87.5% | Reduced |
| Register Financial Advisors LLC | 3,726 | $336.4K | 0.23% | +8+0.2% | Added |
| Wedge Capital Management L L P | 3,730 | $336.8K | 0.01% | +3,730 | New |
| SNS Financial Group, LLC | 3,725 | $337.5K | 0.04% | −233−5.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,738 | $338.0K | 0.15% | +531+16.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,734 | $338.1K | 0.15% | +754+25.3% | Added |
| Edgestream Partners, L.P. | 3,748 | $338.4K | 0.02% | −26,631−87.7% | Reduced |
| CFO4Life Group, LLC | 3,750 | $338.6K | 0.06% | +516+16.0% | Added |
| ArrowMark Colorado Holdings LLC | 3,751 | $338.7K | 0.00% | 00.0% | Unchanged |
| Gerber, LLC | 3,751 | $338.7K | 0.31% | +3,751 | New |
| RBA Wealth Management, LLC | 3,754 | $339.0K | 0.15% | −181−4.6% | Reduced |
| Vise Technologies, Inc. | 3,761 | $339.6K | 0.07% | +1,059+39.2% | Added |
| Sivia Capital Partners, LLC | 3,763 | $339.8K | 0.26% | +3,763 | New |
| Meritage Portfolio Management | 3,781 | $341.0K | 0.02% | +1,189+45.9% | Added |
| Laraway Financial Inc | 3,791 | $342.3K | 0.33% | −75−1.9% | Reduced |
| Fairview Capital Investment Management, LLC | 3,797 | $342.9K | 0.02% | −296−7.2% | Reduced |
| McClarren Financial Advisors, Inc. | 3,794 | $343.0K | 0.26% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,804 | $343.4K | 0.18% | −394−9.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,804 | $343.5K | 0.15% | +190+5.3% | Added |
| First Commonwealth Financial Corp | 3,806 | $343.6K | 0.11% | −746−16.4% | Reduced |
| Strategic Investment Solutions, Inc. | 3,817 | $344.6K | 0.06% | −98,924−96.3% | Reduced |
| Baron Wealth Management LLC | 3,819 | $344.8K | 0.19% | +297+8.4% | Added |
| Monetary Management Group Inc | 3,825 | $345.4K | 0.11% | −625−14.0% | Reduced |
| Money Concepts Capital Corp | 3,829 | $345.7K | 0.03% | +5+0.1% | Added |
| Wealth Effects LLC | 3,831 | $345.9K | 0.13% | −140−3.5% | Reduced |
| Charter Oak Capital Management, LLC | 3,832 | $346.0K | 0.04% | −201−5.0% | Reduced |
| Reik & Co., LLC | 3,832 | $346.0K | 0.10% | −1,000−20.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,818 | $346.3K | 0.06% | −1,474−27.9% | Reduced |
| Vantage Financial Partners, LLC | 3,839 | $346.7K | 0.10% | +10+0.3% | Added |
| Corundum Group, Inc. | 3,842 | $346.9K | 0.17% | −1,908−33.2% | Reduced |
| Stockman Wealth Management, Inc. | 3,851 | $347.7K | 0.07% | −310−7.5% | Reduced |
| Marotta Asset Management | 3,864 | $348.9K | 0.07% | −123−3.1% | Reduced |
| Parkside Advisors LLC | 3,858 | $349.5K | 0.10% | −11−0.3% | Reduced |
| Fort Point Capital Partners LLC | 3,874 | $349.8K | 0.05% | −34−0.9% | Reduced |
| BFSG, LLC | 3,874 | $349.8K | 0.05% | −20−0.5% | Reduced |
| Callan Capital, LLC | 3,880 | $350.3K | 0.03% | +303+8.5% | Added |
| Peregrine Asset Advisers, Inc. | 3,884 | $350.7K | 0.17% | +1,000+34.7% | Added |
| Cairn Investment Group, Inc. | 3,885 | $351.0K | 0.22% | −385−9.0% | Reduced |
| Shepherd Financial Partners LLC | 3,890 | $351.2K | 0.05% | −776−16.6% | Reduced |
| Prosperity Wealth Management, Inc. | 3,894 | $351.6K | 0.23% | −632−14.0% | Reduced |
| Israel Discount Bank of New York | 3,897 | $351.9K | 0.28% | +3,897 | New |
| Ethos Financial Group, LLC | 3,887 | $352.0K | 0.07% | −48−1.2% | Reduced |
| Sage Mountain Advisors LLC | 3,900 | $352.1K | 0.04% | +1,143+41.5% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,912 | $353.0K | 0.17% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,920 | $354.0K | 0.07% | −4,664−54.3% | Reduced |
| BCK Capital Management LP | 3,925 | $354.4K | 0.35% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,925 | $354.4K | 0.22% | −3,991−50.4% | Reduced |
| Chelsea Counsel Co | 3,921 | $355.1K | 0.19% | −686−14.9% | Reduced |
| Guardian Investment Management | 3,950 | $356.6K | 0.30% | +50+1.3% | Added |
| CWS Financial Advisors, LLC | 3,961 | $357.6K | 0.13% | −85−2.1% | Reduced |
| FinTrust Capital Advisors, LLC | 3,975 | $358.9K | 0.07% | −10−0.3% | Reduced |
| Gradient Capital Advisors, LLC | 3,975 | $358.9K | 0.14% | +111+2.9% | Added |
| First National Bank | 3,982 | $359.5K | 0.28% | −290−6.8% | Reduced |
| Crescent Sterling, Ltd. | 3,984 | $359.7K | 0.36% | −496−11.1% | Reduced |
| Cannon Financial Strategists, Inc. | 3,987 | $360.0K | 0.08% | −300−7.0% | Reduced |
| Steward Partners Investment Solutions, LLC | 3,988 | $360.1K | 0.15% | +3,988 | New |
| First Affirmative Financial Network | 3,993 | $360.5K | 0.29% | +163+4.3% | Added |
| Manchester Financial Inc | 3,994 | $360.6K | 0.10% | −302−7.0% | Reduced |
| Professional Advisory Services Inc | 4,000 | $361.0K | 0.05% | −5−0.1% | Reduced |
| St. Clair Advisors, LLC | 4,000 | $361.2K | 0.12% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 4,000 | $361.2K | 0.31% | +4,000 | New |