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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Yarbrough Capital, LLC | 40,000 | $3.61M | 0.19% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 39,945 | $3.61M | 1.26% | +5,687+16.6% | Added |
| WCG Wealth Advisors LLC | 39,925 | $3.60M | 0.26% | +2,601+7.0% | Added |
| Boston Private Wealth LLC | 39,853 | $3.60M | 0.09% | +386+1.0% | Added |
| Shufro Rose & Co LLC | 44,295 | $3.59M | 0.34% | +76+0.2% | Added |
| First Nebraska Trust Co | 39,738 | $3.59M | 0.41% | −25,468−39.1% | Reduced |
| First Western Trust Bank | 39,700 | $3.58M | 0.18% | −3,311−7.7% | Reduced |
| DFPG Investments, LLC | 38,723 | $3.55M | 0.28% | −954−2.4% | Reduced |
| Red Door Wealth Management, LLC | 39,185 | $3.54M | 0.77% | +2,506+6.8% | Added |
| Central Trust Co | 39,153 | $3.54M | 0.09% | −13,483−25.6% | Reduced |
| Bristlecone Advisors, LLC | 38,888 | $3.51M | 0.35% | +590+1.5% | Added |
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.49M | 0.48% | 00.0% | Unchanged |
| Middleton & Co Inc | 38,694 | $3.49M | 0.44% | −853−2.2% | Reduced |
| Gilman Hill Asset Management, LLC | 38,580 | $3.48M | 0.65% | −290−0.7% | Reduced |
| Robinson Value Management, Ltd. | 38,497 | $3.48M | 2.29% | −236−0.6% | Reduced |
| Vestcor Inc | 38,474 | $3.47M | 0.12% | −415−1.1% | Reduced |
| Keel Point, LLC | 38,474 | $3.47M | 0.41% | −3,895−9.2% | Reduced |
| Vinva Investment Management Ltd | 38,395 | $3.47M | 0.24% | +14,123+58.2% | Added |
| Fragasso Group Inc. | 38,437 | $3.47M | 0.32% | −4,415−10.3% | Reduced |
| Kames Capital plc | 38,217 | $3.45M | 0.05% | +38,217 | New |
| Rice Partnership, LLC | 38,192 | $3.45M | 0.90% | −6,105−13.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 38,185 | $3.45M | 0.52% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 38,176 | $3.45M | 2.87% | +38,176 | New |
| Citizens Business Bank | 38,001 | $3.43M | 0.76% | −2,657−6.5% | Reduced |
| Townsend Asset Management Corp | 37,983 | $3.43M | 1.57% | −4,294−10.2% | Reduced |
| Lafayette Investments, Inc. | 37,963 | $3.43M | 0.85% | −200−0.5% | Reduced |
| South State Corp. | 37,937 | $3.43M | 0.29% | −1,753−4.4% | Reduced |
| Patton Albertson Miller Group, LLC | 37,824 | $3.42M | 0.57% | +6,964+22.6% | Added |
| Diligent Investors, LLC | 37,819 | $3.41M | 0.94% | −260−0.7% | Reduced |
| Level Four Advisory Services, LLC | 37,690 | $3.40M | 0.19% | −2,141−5.4% | Reduced |
| J.W. Cole Advisors, Inc. | 37,656 | $3.40M | 0.20% | +448+1.2% | Added |
| Connable Office Inc | 37,499 | $3.39M | 0.41% | −196−0.5% | Reduced |
| Arkadios Wealth Advisors | 37,438 | $3.38M | 0.29% | +220+0.6% | Added |
| Hyman Charles D | 37,241 | $3.36M | 0.20% | −7,080−16.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 37,193 | $3.36M | 0.63% | −592−1.6% | Reduced |
| Cornerstone Wealth Group, LLC | 37,125 | $3.35M | 0.48% | +31,008+506.9% | Added |
| International Assets Investment Management, LLC | 37,099 | $3.35M | 0.43% | −1,047−2.7% | Reduced |
| Meridian Wealth Management, LLC | 37,095 | $3.35M | 0.21% | −9,835−21.0% | Reduced |
| Rossmore Private Capital | 37,078 | $3.35M | 0.47% | +3,866+11.6% | Added |
| Citizens National Bank Trust Department | 36,988 | $3.34M | 0.85% | −4,975−11.9% | Reduced |
| Princeton Capital Management LLC | 36,892 | $3.33M | 1.34% | −6,623−15.2% | Reduced |
| Rothschild Investment LLC | 36,779 | $3.32M | 0.28% | +36,779 | New |
| Resources Management Corp | 36,748 | $3.32M | 0.49% | −1,753−4.6% | Reduced |
| Goelzer Investment Management, Inc. | 36,706 | $3.31M | 0.21% | −17,989−32.9% | Reduced |
| Ami Investment Management Inc | 36,635 | $3.31M | 1.34% | +1,605+4.6% | Added |
| Kennon-Green & Company, LLC | 36,620 | $3.31M | 3.36% | −2,851−7.2% | Reduced |
| Private Wealth Partners, LLC | 36,573 | $3.30M | 0.28% | +5,620+18.2% | Added |
| YHB Investment Advisors, Inc. | 36,345 | $3.28M | 0.32% | −762−2.1% | Reduced |
| Lincluden Management Ltd | 36,104 | $3.26M | 0.40% | −490−1.3% | Reduced |
| Ravenstone Capital Management Inc. | 36,070 | $3.26M | 2.36% | −105−0.3% | Reduced |
| Eagle Global Advisors LLC | 36,048 | $3.25M | 0.20% | −61,960−63.2% | Reduced |
| Diversified Investment Strategies, LLC | 35,956 | $3.25M | 2.38% | +4,080+12.8% | Added |
| Lockheed Martin Investment Management Co | 35,400 | $3.24M | 0.23% | +35,400 | New |
| Roanoke Asset Management Corp | 35,838 | $3.24M | 1.20% | +35+0.1% | Added |
| Costello Asset Management, INC | 35,783 | $3.23M | 2.68% | −2,080−5.5% | Reduced |
| Ostrum Asset Management | 35,781 | $3.23M | 0.28% | −5,363−13.0% | Reduced |
| Focused Wealth Management, Inc | 35,649 | $3.22M | 0.53% | −20.0% | Reduced |
| Dorchester Wealth Management Co | 35,557 | $3.21M | 0.59% | −1,464−4.0% | Reduced |
| Managed Asset Portfolios, LLC | 35,379 | $3.19M | 0.48% | +35,379 | New |
| Louisbourg Investments Inc. | 41,684 | $3.19M | 0.96% | +41,684 | New |
| HAP Trading, LLC | 35,265 | $3.18M | 0.93% | +35,265 | New |
| Legacy Advisors, LLC | 35,075 | $3.18M | 0.41% | −4,458−11.3% | Reduced |
| Sepio Capital, LP | 35,121 | $3.17M | 0.27% | −12,967−27.0% | Reduced |
| Allen Investment Management LLC | 34,849 | $3.15M | 0.04% | −1,785−4.9% | Reduced |
| SevenBridge Financial Group, LLC | 34,620 | $3.13M | 0.74% | +1,828+5.6% | Added |
| Epoch Investment Partners, Inc. | 34,430 | $3.11M | 0.01% | +547+1.6% | Added |
| Horizon Investments, LLC | 34,363 | $3.10M | 0.09% | +5,485+19.0% | Added |
| Perkins Coie Trust Co | 34,286 | $3.10M | 0.78% | +110.0% | Added |
| Asset Dedication, LLC | 34,331 | $3.09M | 0.25% | +1,321+4.0% | Added |
| Cullen Investment Group, Ltd. | 34,195 | $3.09M | 0.54% | +34,195 | New |
| RB Capital Management, LLC | 34,057 | $3.07M | 0.89% | −402−1.2% | Reduced |
| William Allan, LLC | 33,944 | $3.06M | 2.20% | −2,648−7.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 208,275 | $3.06M | 0.11% | +208,275 | New |
| Clarity Capital Partners LLC | 33,787 | $3.05M | 2.15% | +33,787 | New |
| Mount Yale Investment Advisors, LLC | 33,776 | $3.05M | 0.29% | +1,757+5.5% | Added |
| Telemus Capital, LLC | 33,740 | $3.05M | 0.25% | −1,569−4.4% | Reduced |
| Cypress Capital Group | 33,628 | $3.04M | 0.39% | +776+2.4% | Added |
| Regatta Capital Group, LLC | 33,493 | $3.02M | 0.80% | +232+0.7% | Added |
| Key Financial Inc | 33,478 | $3.02M | 0.83% | −4,707−12.3% | Reduced |
| Centaurus Financial, Inc. | 33,452 | $3.02M | 0.23% | −4,940−12.9% | Reduced |
| Terry L. Blaker | 33,405 | $3.02M | 0.25% | −747−2.2% | Reduced |
| Kirr Marbach & Co LLC | 33,339 | $3.01M | 0.79% | −410−1.2% | Reduced |
| Bender Robert & Associates | 33,378 | $3.01M | 0.76% | −1,388−4.0% | Reduced |
| Canandaigua National Bank & Trust Co | 33,202 | $3.00M | 0.46% | −974−2.8% | Reduced |
| Summit Place Financial Advisors, LLC | 33,163 | $2.99M | 1.96% | +3,530+11.9% | Added |
| Wellington Shields & Co., LLC | 33,150 | $2.99M | 1.10% | −75−0.2% | Reduced |
| First National Trust Co | 33,037 | $2.98M | 0.13% | −3,467−9.5% | Reduced |
| Mendel Money Management | 32,986 | $2.98M | 1.43% | +515+1.6% | Added |
| Thematics Asset Management | 32,952 | $2.98M | 0.13% | −1,243−3.6% | Reduced |
| Cullinan Associates Inc | 32,951 | $2.98M | 0.17% | −3,000−8.3% | Reduced |
| Miracle Mile Advisors, LLC | 32,935 | $2.97M | 0.08% | +1,088+3.4% | Added |
| Texas Yale Capital Corp. | 32,853 | $2.97M | 0.14% | −50−0.2% | Reduced |
| SageView Advisory Group, LLC | 30,472 | $2.95M | 0.13% | −3,278−9.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 32,678 | $2.95M | 0.09% | −514−1.5% | Reduced |
| Lynch Asset Management, Inc. | 32,675 | $2.95M | 1.69% | +4,100+14.3% | Added |
| Asset Advisors Investment Management, LLC | 32,605 | $2.94M | 0.36% | −1,325−3.9% | Reduced |
| Nilsine Partners, LLC | 32,544 | $2.94M | 0.45% | −5,364−14.2% | Reduced |
| Graybill Bartz & Assoc Ltd | 32,446 | $2.93M | 1.30% | +414+1.3% | Added |
| WSFS Capital Management, LLC | 32,352 | $2.92M | 0.18% | −4,980−13.3% | Reduced |
| Whalerock Point Partners, LLC | 32,083 | $2.90M | 0.90% | −3,368−9.5% | Reduced |