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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 32,036 | $2.89M | 0.27% | −2,235−6.5% | Reduced |
| Pegasus Asset Management, Inc. | 32,024 | $2.89M | 1.24% | +1,937+6.4% | Added |
| Heritage Trust Co | 31,962 | $2.89M | 0.41% | +520+1.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 31,869 | $2.88M | 0.26% | −310−1.0% | Reduced |
| Lynch & Associates | 31,864 | $2.88M | 0.70% | +1,153+3.8% | Added |
| Neville Rodie & Shaw Inc | 31,818 | $2.87M | 0.23% | −4,132−11.5% | Reduced |
| Colonial Trust Co | 31,808 | $2.87M | 0.60% | +1,537+5.1% | Added |
| Bayesian Capital Management, LP | 31,787 | $2.87M | 0.30% | −130,900−80.5% | Reduced |
| Jacobi Capital Management LLC | 31,667 | $2.86M | 0.29% | −265−0.8% | Reduced |
| Freestone Capital Holdings, LLC | 31,649 | $2.86M | 0.13% | +1,284+4.2% | Added |
| Autumn Glory Partners, LLC | 31,364 | $2.83M | 1.61% | +30,488+3,480.4% | Added |
| Transcend Wealth Collective, LLC | 31,305 | $2.83M | 0.25% | +5,601+21.8% | Added |
| NorthRock Partners, LLC | 31,094 | $2.82M | 0.12% | +15,776+103.0% | Added |
| HM Payson & Co | 31,110 | $2.81M | 0.06% | −4,858−13.5% | Reduced |
| Radnor Capital Management, LLC | 31,097 | $2.81M | 0.52% | +181+0.6% | Added |
| Worm Capital, LLC | 31,034 | $2.80M | 2.76% | +31,034 | New |
| Beaumont Financial Advisors, LLC | 30,929 | $2.79M | 0.25% | −48,699−61.2% | Reduced |
| Gladstone Institutional Advisory LLC | 30,898 | $2.79M | 0.16% | −438−1.4% | Reduced |
| Granite Investment Partners, LLC | 30,879 | $2.79M | 0.11% | −2,943−8.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 30,788 | $2.78M | 0.46% | −3,304−9.7% | Reduced |
| Farther Finance Advisors, LLC | 30,699 | $2.77M | 0.20% | +23,488+325.7% | Added |
| Keene & Associates, Inc. | 30,572 | $2.76M | 2.29% | −2,522−7.6% | Reduced |
| Amica Mutual Insurance Co | 30,387 | $2.74M | 0.30% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 30,350 | $2.74M | 2.06% | −2,426−7.4% | Reduced |
| MainStreet Investment Advisors LLC | 30,325 | $2.74M | 0.31% | −1,488−4.7% | Reduced |
| Assetmark, Inc | 30,298 | $2.74M | 0.01% | +15,146+100.0% | Added |
| Consolidated Capital Management, LLC | 30,197 | $2.73M | 1.45% | +4,063+15.5% | Added |
| St Germain D J Co Inc | 30,104 | $2.72M | 0.14% | −2,293−7.1% | Reduced |
| NEOS Investment Management LLC | 30,074 | $2.72M | 0.26% | +5,393+21.9% | Added |
| White Pine Investment CO | 30,038 | $2.71M | 0.88% | −2,908−8.8% | Reduced |
| World Equity Group, Inc. | 30,012 | $2.71M | 0.54% | −4,364−12.7% | Reduced |
| Canal Insurance CO | 30,000 | $2.71M | 0.75% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $2.71M | 1.54% | 00.0% | Unchanged |
| Anson Funds Management LP | 30,000 | $2.71M | 0.56% | +20,000+200.0% | Added |
| Guardian Capital Advisors LP | 29,500 | $2.70M | 0.28% | +325+1.1% | Added |
| Ameritas Advisory Services, LLC | 26,606 | $2.70M | 0.15% | −1,607−5.7% | Reduced |
| Steel Peak Wealth Management LLC | 29,703 | $2.69M | 0.16% | −4,967−14.3% | Reduced |
| Field & Main Bank | 29,800 | $2.69M | 1.14% | −17−0.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 29,779 | $2.69M | 0.96% | −274−0.9% | Reduced |
| FORA Capital, LLC | 29,760 | $2.69M | 0.23% | +29,760 | New |
| AustralianSuper Pty Ltd | 29,646 | $2.68M | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 29,643 | $2.68M | 0.95% | +4,930+19.9% | Added |
| Concentric Wealth Management, LLC | 29,604 | $2.67M | 0.78% | +1,123+3.9% | Added |
| Sterneck Capital Management, LLC | 29,598 | $2.67M | 1.70% | −2,277−7.1% | Reduced |
| Northstar Group, Inc. | 29,579 | $2.67M | 0.58% | −899−2.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 29,579 | $2.67M | 0.31% | +1,896+6.8% | Added |
| Culbertson A N & Co Inc | 29,531 | $2.67M | 0.50% | −977−3.2% | Reduced |
| Vickerman Investment Advisors, Inc. | 29,430 | $2.66M | 0.91% | +2,343+8.6% | Added |
| Jag Capital Management, LLC | 29,362 | $2.65M | 0.41% | −2,757−8.6% | Reduced |
| Ascent Group, LLC | 24,221 | $2.65M | 0.25% | −3,095−11.3% | Reduced |
| Cullen Capital Management LLC | 29,127 | $2.63M | 0.04% | −3,246−10.0% | Reduced |
| Diversified Trust Co | 29,006 | $2.62M | 0.09% | −1,819−5.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 28,821 | $2.61M | 0.22% | −20,971−42.1% | Reduced |
| NVWM, LLC | 28,613 | $2.59M | 0.78% | −2,633−8.4% | Reduced |
| IFP Advisors, Inc | 28,662 | $2.59M | 0.12% | −7,794−21.4% | Reduced |
| Abbrea Capital, LLC | 28,560 | $2.59M | 0.37% | −1,090−3.7% | Reduced |
| Northwest Investment Counselors, LLC | 28,603 | $2.58M | 0.69% | −990−3.3% | Reduced |
| DLK Investment Management, LLC | 28,597 | $2.58M | 1.18% | +28,597 | New |
| Wealthcare Advisory Partners LLC | 28,543 | $2.58M | 0.10% | −819−2.8% | Reduced |
| Cantor Fitzgerald, L. P. | 28,524 | $2.58M | 0.56% | +1,128+4.1% | Added |
| Granite Bay Wealth Management, LLC | 29,200 | $2.57M | 0.02% | −6,146−17.4% | Reduced |
| Stonebridge Capital Management Inc | 28,483 | $2.57M | 1.25% | −1,890−6.2% | Reduced |
| Coldstream Capital Management Inc | 28,456 | $2.57M | 0.07% | +6,583+30.1% | Added |
| Citizens Financial Group Inc | 28,414 | $2.57M | 0.09% | +7,351+34.9% | Added |
| Hills Bank & Trust Co | 28,357 | $2.56M | 0.25% | −340−1.2% | Reduced |
| RiverPark Advisors, LLC | 28,300 | $2.56M | 2.35% | −459−1.6% | Reduced |
| Providence Wealth Advisors, LLC | 15,016 | $2.55M | 3.03% | +7,934+112.0% | Added |
| Aviance Capital Partners, LLC | 28,094 | $2.54M | 0.54% | +513+1.9% | Added |
| Capital Asset Advisory Services LLC | 28,024 | $2.53M | 0.16% | +1,243+4.6% | Added |
| Guardian Capital LP | 27,956 | $2.52M | 0.09% | +7,185+34.6% | Added |
| Bridgewater Advisors Inc. | 27,734 | $2.50M | 0.38% | −101−0.4% | Reduced |
| Boulder Hill Capital Management LP | 27,700 | $2.50M | 1.34% | +27,700 | New |
| Flagship Harbor Advisors, LLC | 27,684 | $2.50M | 0.18% | −144−0.5% | Reduced |
| Savoie Capital LLC | 27,597 | $2.49M | 0.57% | −76,700−73.5% | Reduced |
| Legacy Trust | 27,588 | $2.49M | 0.65% | +3,740+15.7% | Added |
| Glassy Mountain Advisors, Inc. | 27,551 | $2.49M | 1.03% | +2,601+10.4% | Added |
| Western Wealth Management, LLC | 27,298 | $2.46M | 0.18% | −131−0.5% | Reduced |
| Essex LLC | 27,230 | $2.46M | 0.61% | −50.0% | Reduced |
| Cambridge Trust Co | 27,048 | $2.44M | 0.10% | −723−2.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 26,832 | $2.42M | 0.04% | −64,393−70.6% | Reduced |
| Sigma Planning Corp | 26,811 | $2.42M | 0.19% | −45,602−63.0% | Reduced |
| Addison Capital Co | 26,790 | $2.42M | 1.50% | +1,912+7.7% | Added |
| Bull Street Advisors, LLC | 26,645 | $2.41M | 1.22% | −110−0.4% | Reduced |
| Proequities, Inc. | 26,361 | $2.39M | 0.17% | +1,224+4.9% | Added |
| Pettee Investors, Inc. | 26,393 | $2.38M | 1.05% | −220−0.8% | Reduced |
| New Hampshire Trust | 26,326 | $2.38M | 0.57% | −2,303−8.0% | Reduced |
| Kavar Capital Partners Group, LLC | 26,325 | $2.38M | 0.27% | −5,206−16.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 26,303 | $2.37M | 0.18% | −690−2.6% | Reduced |
| Brighton Jones LLC | 26,153 | $2.36M | 0.10% | −536−2.0% | Reduced |
| Baker Ellis Asset Management LLC | 26,110 | $2.36M | 0.38% | −1,300−4.7% | Reduced |
| SOL Capital Management CO | 26,092 | $2.36M | 0.32% | −493−1.9% | Reduced |
| Laurel Wealth Advisors LLC | 26,035 | $2.35M | 0.45% | −1,454−5.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 25,947 | $2.34M | 0.23% | −7,979−23.5% | Reduced |
| German American Bancorp, Inc. | 25,912 | $2.34M | 0.31% | −8,371−24.4% | Reduced |
| Graypoint LLC | 25,894 | $2.34M | 0.19% | −1,575−5.7% | Reduced |
| Principle Wealth Partners LLC | 25,893 | $2.34M | 0.20% | +2,410+10.3% | Added |
| Account Management LLC | 25,813 | $2.33M | 2.79% | −645−2.4% | Reduced |
| Cito Capital Group, LLC | 25,690 | $2.33M | 1.00% | 00.0% | Unchanged |
| M. Kraus & Co | 25,744 | $2.32M | 0.76% | −802−3.0% | Reduced |
| Joel Isaacson & Co., LLC | 25,593 | $2.31M | 0.14% | −1,193−4.5% | Reduced |