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 |
|---|---|---|---|---|---|
| Advisor Resource Council | 4,651 | $420.0K | 0.05% | −4,314−48.1% | Reduced |
| First Personal Financial Services | 4,661 | $420.8K | 0.10% | −66−1.4% | Reduced |
| Orca Investment Management, LLC | 4,662 | $420.9K | 0.40% | +363+8.4% | Added |
| LifeSteps Financial, Inc. | 4,666 | $421.3K | 0.37% | +306+7.0% | Added |
| Source Financial Advisors LLC | 4,670 | $421.7K | 0.13% | +334+7.7% | Added |
| Eclectic Associates Inc | 4,672 | $421.9K | 0.20% | −3,193−40.6% | Reduced |
| Argent Capital Management LLC | 4,685 | $423.0K | 0.01% | −695−12.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 4,698 | $424.2K | 0.39% | −1,007−17.7% | Reduced |
| Fca Corp | 4,698 | $424.2K | 0.15% | 00.0% | Unchanged |
| Invesco, LLC | 4,699 | $424.2K | 0.20% | +318+7.3% | Added |
| Dudley Capital Management, LLC | 4,701 | $424.5K | 0.27% | −2,630−35.9% | Reduced |
| Revolve Wealth Partners, LLC | 4,718 | $426.0K | 0.08% | +559+13.4% | Added |
| Systematic Alpha Investments, LLC | 4,731 | $427.2K | 0.02% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,732 | $427.3K | 0.11% | +265+5.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 4,734 | $427.4K | 0.11% | +240+5.3% | Added |
| Petix & Botte Co | 4,740 | $428.0K | 0.13% | 00.0% | Unchanged |
| Heron Bay Capital Management | 4,750 | $428.9K | 0.10% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,754 | $429.2K | 0.31% | +4,754 | New |
| Harbor Advisors LLC | 4,759 | $429.7K | 0.08% | −34,737−88.0% | Reduced |
| TRUE Private Wealth Advisors | 4,762 | $430.0K | 0.05% | −177−3.6% | Reduced |
| Quantum Private Wealth, LLC | 4,767 | $430.4K | 0.18% | −114−2.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,783 | $431.8K | 0.11% | −855−15.2% | Reduced |
| Geller Advisors LLC | 4,769 | $432.0K | 0.04% | −339−6.6% | Reduced |
| Litman Gregory Asset Management LLC | 4,800 | $433.4K | 0.04% | −123−2.5% | Reduced |
| South Street Advisors LLC | 4,832 | $436.3K | 0.08% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 3,992 | $436.3K | 0.51% | +3,992 | New |
| Onefund, LLC | 4,839 | $436.9K | 0.57% | +4,839 | New |
| High Pines Wealth Management, LLC | 4,849 | $437.8K | 0.67% | +936+23.9% | Added |
| Cedrus LLC | 4,856 | $438.4K | 0.27% | +837+20.8% | Added |
| American Money Management, LLC | 4,860 | $438.8K | 0.10% | −727−13.0% | Reduced |
| Signature Wealth Management Partners, LLC | 4,868 | $439.5K | 0.38% | −1,262−20.6% | Reduced |
| Trustmark National Bank Trust Department | 4,869 | $439.6K | 0.04% | −550−10.1% | Reduced |
| Royal Fund Management, LLC | 4,880 | $440.6K | 0.06% | +113+2.4% | Added |
| Paragon Private Wealth Management, LLC | 4,894 | $441.9K | 0.31% | −25−0.5% | Reduced |
| Alta Advisers Ltd | 4,900 | $442.4K | 0.24% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,900 | $442.5K | 0.33% | −50−1.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 4,909 | $443.0K | 0.03% | −28−0.6% | Reduced |
| Gunn & Co Investment Management, Inc. | 4,909 | $443.0K | 0.03% | +4,909 | New |
| Hendley & Co Inc | 4,920 | $444.0K | 0.17% | +10+0.2% | Added |
| Foster Group, Inc. | 5,479 | $444.1K | 0.03% | 00.0% | Unchanged |
| Burton Enright Welch | 4,918 | $444.1K | 0.12% | −398−7.5% | Reduced |
| 3Chopt Investment Partners, LLC | 4,902 | $444.1K | 0.16% | +4,902 | New |
| HTLF Bank | 4,921 | $444.3K | 0.05% | +4,921 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,930 | $445.1K | 0.12% | −46,148−90.3% | Reduced |
| Provence Wealth Management Group | 4,931 | $445.2K | 0.24% | +3,139+175.2% | Added |
| High Net Worth Advisory Group LLC | 4,937 | $445.8K | 0.17% | −399−7.5% | Reduced |
| Grace & White Inc | 4,950 | $446.9K | 0.08% | 00.0% | Unchanged |
| Sunpointe, LLC | 4,942 | $447.7K | 0.57% | +4,942 | New |
| Wiser Advisor Group LLC | 4,959 | $447.7K | 0.74% | +4,959 | New |
| Caldwell Sutter Capital, Inc. | 4,969 | $448.7K | 0.23% | +44+0.9% | Added |
| AlphaCore Capital LLC | 4,963 | $449.7K | 0.07% | −1,282−20.5% | Reduced |
| VisionPoint Advisory Group, LLC | 4,996 | $451.1K | 0.17% | +568+12.8% | Added |
| MJP Associates Inc | 4,996 | $451.1K | 0.12% | +257+5.4% | Added |
| BOCHK Asset Management Ltd | 5,000 | $451.3K | 0.28% | +5,000 | New |
| Ellis Investment Partners, LLC | 5,002 | $451.6K | 0.10% | −95−1.9% | Reduced |
| Main Street Group, LTD | 5,006 | $452.0K | 0.16% | +5,006 | New |
| Waterfront Wealth Inc. | 5,007 | $452.1K | 0.13% | −515−9.3% | Reduced |
| 626 Financial, LLC | 5,009 | $452.2K | 0.30% | −177−3.4% | Reduced |
| Union Savings Bank | 5,020 | $453.2K | 0.26% | −571−10.2% | Reduced |
| Prosperity Financial Group, Inc. | 5,030 | $454.2K | 0.32% | −99−1.9% | Reduced |
| RiverFront Investment Group, LLC | 5,037 | $454.8K | 0.01% | +184+3.8% | Added |
| Aveo Capital Partners, LLC | 5,039 | $455.0K | 0.05% | −6,929−57.9% | Reduced |
| Presilium Private Wealth, LLC | 5,049 | $455.9K | 0.13% | −35−0.7% | Reduced |
| Meritas Wealth Management, LLC | 5,052 | $456.1K | 0.34% | +42+0.8% | Added |
| Hardy Reed LLC | 5,053 | $456.2K | 0.06% | −1,714−25.3% | Reduced |
| Everhart Financial Group, Inc. | 5,055 | $456.4K | 0.16% | +5,055 | New |
| Bluesphere Advisors, LLC | 5,061 | $457.0K | 0.28% | −250−4.7% | Reduced |
| Safeguard Investment Advisory Group, LLC | 5,062 | $457.0K | 0.17% | −19−0.4% | Reduced |
| Nichols & Pratt Advisers LLP | 5,067 | $457.5K | 0.03% | −690−12.0% | Reduced |
| Virtue Capital Management, LLC | 5,052 | $458.0K | 0.09% | −522−9.4% | Reduced |
| Kapstone Financial Advisors LLC | 4,832 | $458.4K | 0.36% | −1,123−18.9% | Reduced |
| Waypoint Capital Advisors, LLC | 5,079 | $458.6K | 0.13% | −72−1.4% | Reduced |
| Prudent Man Advisors, LLC | 5,089 | $459.5K | 0.17% | −144−2.8% | Reduced |
| C2C Wealth Management, LLC | 5,086 | $459.8K | 0.39% | −21,473−80.9% | Reduced |
| Braun Stacey Associates Inc | 5,101 | $460.6K | 0.02% | −6,477−55.9% | Reduced |
| Personal Cfo Solutions, LLC | 5,107 | $461.2K | 0.08% | −661−11.5% | Reduced |
| Cinctive Capital Management LP | 5,120 | $462.3K | 0.03% | −16,104−75.9% | Reduced |
| Peoples Financial Services Corp. | 5,136 | $463.7K | 0.20% | −1,650−24.3% | Reduced |
| Chesapeake Wealth Management | 5,138 | $463.9K | 0.18% | −5,838−53.2% | Reduced |
| First Financial Bankshares Inc | 5,145 | $464.5K | 0.01% | +5,145 | New |
| Patten Group, Inc. | 5,155 | $465.4K | 0.13% | −1,164−18.4% | Reduced |
| Sentry Investment Management LLC | 5,156 | $466.0K | 0.20% | −5,474−51.5% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 5,172 | $467.0K | 0.50% | +5,172 | New |
| Holderness Investments Co | 5,191 | $468.7K | 0.13% | −197−3.7% | Reduced |
| Davis Investment Partners, LLC | 5,170 | $469.0K | 0.23% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 5,202 | $469.7K | 0.21% | −1,304−20.0% | Reduced |
| RFP Financial Group LLC | 5,231 | $472.3K | 0.19% | +92+1.8% | Added |
| 1620 Investment Advisors, Inc. | 5,237 | $472.9K | 0.52% | +163+3.2% | Added |
| Baker Avenue Asset Management, LP | 5,239 | $473.0K | 0.02% | +3,132+148.6% | Added |
| Integral Investment Advisors, Inc. | 5,246 | $473.7K | 0.30% | +318+6.5% | Added |
| Grandview Asset Management LLC | 5,254 | $474.0K | 0.25% | −762−12.7% | Reduced |
| Carson Advisory Inc. | 5,256 | $474.5K | 0.37% | −332−5.9% | Reduced |
| TCI Wealth Advisors, Inc. | 5,258 | $474.7K | 0.05% | −362−6.4% | Reduced |
| Vivaldi Capital Management, LLC | 4,310 | $476.1K | 0.14% | +872+25.4% | Added |
| Per Stirling Capital Management, LLC. | 5,305 | $479.0K | 0.09% | +310+6.2% | Added |
| First Community Trust NA | 5,309 | $479.4K | 0.52% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 5,313 | $479.7K | 0.05% | −10,456−66.3% | Reduced |
| First Financial Corp | 5,321 | $480.4K | 0.24% | +200+3.9% | Added |
| Saxony Capital Management, LLC | 5,324 | $480.7K | 0.64% | +5,324 | New |
| Copperwynd Financial, LLC | 5,335 | $481.7K | 0.19% | +303+6.0% | Added |