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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 4,000 | $361.2K | 0.01% | +4,000 | New |
| Center for Financial Planning, Inc. | 4,011 | $362.1K | 0.07% | −66−1.6% | Reduced |
| Interchange Capital Partners, LLC | 3,999 | $362.2K | 0.27% | −70−1.7% | Reduced |
| Am Investment Strategies LLC | 4,021 | $363.0K | 0.10% | +81+2.1% | Added |
| LVW Advisors, LLC | 4,031 | $364.0K | 0.07% | +838+26.2% | Added |
| PSI Advisors, LLC | 4,042 | $364.9K | 0.14% | −971−19.4% | Reduced |
| Hoese & Co LLP | 3,938 | $365.0K | 0.36% | −80−2.0% | Reduced |
| Trifecta Capital Advisors, LLC | 4,051 | $365.8K | 0.10% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,058 | $366.4K | 0.01% | −23,659−85.4% | Reduced |
| Catalyst Financial Partners LLC | 4,061 | $366.7K | 0.10% | +1,406+53.0% | Added |
| Shulman DeMeo Asset Management LLC | 4,067 | $367.2K | 0.10% | −403−9.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 4,067 | $367.2K | 0.11% | +4,067 | New |
| Sigma Investment Counselors Inc | 4,068 | $367.3K | 0.03% | −809−16.6% | Reduced |
| MTM Investment Management, LLC | 4,070 | $367.5K | 0.17% | −44−1.1% | Reduced |
| Exchange Bank | 4,073 | $367.8K | 0.32% | −135−3.2% | Reduced |
| TFG Advisers LLC | 4,086 | $369.0K | 0.15% | −727−15.1% | Reduced |
| Redmont Wealth Advisors LLC | 4,087 | $369.0K | 0.54% | +4,087 | New |
| Greenfield Savings Bank | 4,087 | $369.0K | 0.21% | −1,789−30.4% | Reduced |
| Wealthquest Corp | 4,088 | $369.1K | 0.04% | −55−1.3% | Reduced |
| Castleview Partners, LLC | 4,089 | $369.2K | 0.26% | +403+10.9% | Added |
| Sound Income Strategies, LLC | 4,094 | $369.7K | 0.03% | +1,719+72.4% | Added |
| Signet Investment Advisory Group, Inc. | 4,108 | $370.9K | 0.22% | −234−5.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,131 | $373.0K | 0.03% | +4,131 | New |
| Beck Mack & Oliver LLC | 4,132 | $373.1K | 0.01% | −25−0.6% | Reduced |
| Michael S. Ryan, Inc. | 4,134 | $373.3K | 0.31% | +44+1.1% | Added |
| Pacific Sage Partners, LLC | 4,143 | $374.1K | 0.10% | −71−1.7% | Reduced |
| Consolidated Investment Group LLC | 4,150 | $375.0K | 0.07% | −20,052−82.9% | Reduced |
| Stiles Financial Services Inc | 4,155 | $375.1K | 0.17% | −1,020−19.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,147 | $375.4K | 0.04% | +1,729+71.5% | Added |
| My Personal CFO, LLC | 4,163 | $375.9K | 0.24% | +281+7.2% | Added |
| Wittenberg Investment Management, Inc. | 4,168 | $376.3K | 0.13% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,171 | $376.6K | 0.00% | −199−4.6% | Reduced |
| Arcataur Capital Management LLC | 4,182 | $377.6K | 0.14% | +400+10.6% | Added |
| SFMG, LLC | 4,201 | $379.3K | 0.04% | +331+8.6% | Added |
| Fortitude Advisory Group L.L.C. | 4,226 | $381.6K | 0.23% | −1,408−25.0% | Reduced |
| Viewpoint Capital Management LLC | 4,229 | $381.8K | 0.27% | −630−13.0% | Reduced |
| EPG Wealth Management LLC | 3,458 | $381.9K | 0.10% | −264−7.1% | Reduced |
| Salomon & Ludwin, LLC | 4,726 | $383.0K | 0.04% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,247 | $383.5K | 0.03% | −89−2.1% | Reduced |
| DORVAL Corp | 4,248 | $383.5K | 0.18% | +4,248 | New |
| Oxinas Partners Wealth Management LLC | 4,262 | $384.8K | 0.27% | −339−7.4% | Reduced |
| Eqis Capital Management, Inc. | 4,265 | $385.1K | 0.03% | −1,204−22.0% | Reduced |
| Westwood Holdings Group Inc. | 4,274 | $386.0K | 0.00% | +998+30.5% | Added |
| Gemmer Asset Management LLC | 4,279 | $386.3K | 0.05% | +124+3.0% | Added |
| Financial Security Advisor, Inc. | 4,269 | $386.8K | 0.15% | −156−3.5% | Reduced |
| Glen Eagle Advisors, LLC | 4,292 | $387.6K | 0.08% | +9+0.2% | Added |
| Merriman Wealth Management, LLC | 4,294 | $388.3K | 0.02% | −95−2.2% | Reduced |
| Armstrong Advisory Group, Inc | 4,306 | $388.8K | 0.04% | −292−6.4% | Reduced |
| Little House Capital LLC | 4,308 | $388.9K | 0.14% | −247−5.4% | Reduced |
| Cresta Advisors, Ltd. | 4,320 | $390.1K | 0.26% | +1,200+38.5% | Added |
| Fortis Advisors, LLC | 4,322 | $390.2K | 0.28% | 00.0% | Unchanged |
| Sentry LLC | 4,329 | $390.9K | 0.08% | −1,260−22.5% | Reduced |
| Savvy Advisors, Inc. | 4,334 | $391.3K | 0.38% | +4,334 | New |
| Marietta Investment Partners LLC | 4,337 | $391.6K | 0.10% | −3,413−44.0% | Reduced |
| FourThought Financial Partners, LLC | 4,338 | $391.7K | 0.05% | −2,401−35.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 4,343 | $392.1K | 0.20% | −16,125−78.8% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 4,354 | $393.1K | 0.30% | +4,354 | New |
| Sierra Summit Advisors LLC | 4,355 | $393.2K | 0.11% | +4,355 | New |
| Advus Financial Partners, LLC | 4,362 | $393.8K | 0.14% | +167+4.0% | Added |
| Affiance Financial, LLC | 4,364 | $394.1K | 0.11% | +609+16.2% | Added |
| Summit Financial Strategies, Inc. | 4,372 | $394.7K | 0.06% | −1,717−28.2% | Reduced |
| Bridgewealth Advisory Group, LLC | 4,376 | $395.1K | 0.30% | +500+12.9% | Added |
| Aprio Wealth Management, LLC | 4,386 | $396.0K | 0.09% | −70−1.6% | Reduced |
| Paragon Capital Management Ltd | 4,395 | $396.9K | 0.08% | −30−0.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,401 | $397.4K | 0.15% | +291+7.1% | Added |
| Redhawk Wealth Advisors, Inc. | 4,404 | $397.6K | 0.08% | −328−6.9% | Reduced |
| West Family Investments, Inc. | 4,413 | $398.4K | 0.13% | +34+0.8% | Added |
| Second Half Financial Partners, LLC | 4,415 | $398.6K | 0.20% | +14+0.3% | Added |
| Northwest Bank & Trust Co | 4,426 | $399.6K | 0.36% | +4,426 | New |
| Venturi Wealth Management, LLC | 4,429 | $399.9K | 0.03% | −53−1.2% | Reduced |
| Monograph Wealth Advisors, LLC | 4,417 | $400.2K | 0.07% | +244+5.8% | Added |
| Planning Capital Management Corp | 4,435 | $400.4K | 0.31% | +4,435 | New |
| Lion Street Advisors, LLC | 4,440 | $401.0K | 0.16% | −678−13.2% | Reduced |
| LongView Wealth Management | 4,483 | $402.0K | 0.18% | +4,483 | New |
| LVZ Advisors, Inc. | 4,462 | $402.9K | 0.06% | +57+1.3% | Added |
| IFG Advisors, LLC | 4,463 | $403.0K | 0.12% | +15+0.3% | Added |
| Ironwood Financial, llc | 4,481 | $404.6K | 0.10% | −32−0.7% | Reduced |
| Sloy Dahl & Holst, LLC | 4,482 | $404.7K | 0.08% | −968−17.8% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,484 | $404.9K | 0.27% | −346−7.2% | Reduced |
| Roman Butler Fullerton & Co | 4,252 | $405.5K | 0.16% | −1,016−19.3% | Reduced |
| Schrum Private Wealth Management LLC | 4,493 | $405.7K | 0.58% | −378−7.8% | Reduced |
| Twelve Points Wealth Management LLC | 4,498 | $406.1K | 0.19% | −1,216−21.3% | Reduced |
| Hall Kathryn A. | 4,504 | $406.7K | 0.11% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 4,510 | $407.3K | 0.03% | +169+3.9% | Added |
| Wealth Architects, LLC | 4,514 | $407.6K | 0.06% | −327−6.8% | Reduced |
| Rakuten Investment Management, Inc. | 4,524 | $409.0K | 0.00% | +4,524 | New |
| Coppell Advisory Solutions LLC | 4,548 | $410.6K | 0.08% | +1,167+34.5% | Added |
| Enterprise Financial Services Corp | 4,551 | $410.9K | 0.25% | +1,291+39.6% | Added |
| Sendero Wealth Management, LLC | 4,560 | $411.7K | 0.08% | 00.0% | Unchanged |
| Leo Wealth, LLC | 3,865 | $411.9K | 0.04% | +3,865 | New |
| Botty Investors LLC | 4,550 | $412.2K | 0.17% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 4,571 | $412.8K | 0.14% | +53+1.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 4,583 | $413.8K | 0.34% | −60−1.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,589 | $414.3K | 0.11% | −163−3.4% | Reduced |
| Strategic Financial Services, Inc, | 4,598 | $415.1K | 0.03% | −1,350−22.7% | Reduced |
| Evernest Financial Advisors, LLC | 4,598 | $415.2K | 0.21% | +4,598 | New |
| Horan Capital Advisors, LLC. | 4,602 | $415.5K | 0.15% | −30−0.6% | Reduced |
| Allegheny Financial Group LTD | 4,605 | $415.8K | 0.13% | +181+4.1% | Added |
| Horizon Kinetics Asset Management LLC | 4,627 | $417.8K | 0.01% | +1,682+57.1% | Added |
| F/M Investments LLC | 4,418 | $418.5K | 0.24% | 00.0% | Unchanged |