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 |
|---|---|---|---|---|---|
| Brown Miller Wealth Management, LLC | 25,530 | $2.31M | 1.15% | −6,345−19.9% | Reduced |
| Benin Management CORP | 25,527 | $2.30M | 0.79% | +453+1.8% | Added |
| Parsons Capital Management Inc | 25,468 | $2.30M | 0.16% | −1,456−5.4% | Reduced |
| Legacy Wealth Management, LLC | 25,440 | $2.30M | 1.11% | +171+0.7% | Added |
| Shayne & Co., LLC | 25,355 | $2.29M | 0.71% | +2,140+9.2% | Added |
| Mission Creek Capital Partners, Inc. | 25,307 | $2.28M | 0.59% | −710−2.7% | Reduced |
| Studio Investment Management LLC | 25,280 | $2.28M | 0.58% | +2,193+9.5% | Added |
| Berkshire Bank | 25,276 | $2.28M | 0.60% | +132+0.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 25,247 | $2.28M | 0.21% | −2,000−7.3% | Reduced |
| Northstar Asset Management LLC | 25,238 | $2.28M | 0.60% | −775−3.0% | Reduced |
| Alliance Wealth Advisors, LLC | 25,224 | $2.28M | 1.51% | −1,069−4.1% | Reduced |
| Citadel Investment Advisory, Inc. | 25,215 | $2.28M | 1.40% | 00.0% | Unchanged |
| Ledge Wealth Management, Inc. | 25,163 | $2.27M | 0.88% | +1,418+6.0% | Added |
| Longfellow Investment Management Co LLC | 25,080 | $2.26M | 0.56% | 00.0% | Unchanged |
| Zenyatta Capital Management LP | 25,000 | $2.26M | 0.87% | −125,000−83.3% | Reduced |
| EULAV Asset Management | 25,000 | $2.26M | 0.07% | −2,000−7.4% | Reduced |
| Waycross Partners, LLC | 25,000 | $2.26M | 0.42% | +9,000+56.3% | Added |
| M. Kulyk & Associates, LLC | 24,958 | $2.25M | 0.52% | −32−0.1% | Reduced |
| Sumitomo Life Insurance Co | 24,922 | $2.25M | 0.07% | −1,294−4.9% | Reduced |
| Profund Advisors LLC | 24,910 | $2.25M | 0.10% | +3,750+17.7% | Added |
| Herbst Group, LLC | 24,908 | $2.25M | 1.44% | +411+1.7% | Added |
| First Citizens Bank & Trust Co | 24,887 | $2.25M | 0.04% | −2,367−8.7% | Reduced |
| Xcel Wealth Management, LLC | 24,872 | $2.25M | 0.79% | −1,729−6.5% | Reduced |
| FDx Advisors, Inc. | 24,834 | $2.24M | 0.17% | +9,048+57.3% | Added |
| Kingfisher Capital LLC | 24,807 | $2.24M | 0.58% | +20,282+448.2% | Added |
| Means Investment Co., Inc. | 24,755 | $2.24M | 0.32% | −22,508−47.6% | Reduced |
| Fruth Investment Management | 24,736 | $2.23M | 0.63% | −16−0.1% | Reduced |
| Patten & Patten Inc | 24,704 | $2.23M | 0.18% | −2,672−9.8% | Reduced |
| Portside Wealth Group, LLC | 24,699 | $2.23M | 0.42% | −788−3.1% | Reduced |
| CWA Asset Management Group, LLC | 24,662 | $2.23M | 0.15% | +1,677+7.3% | Added |
| Cladis Investment Advisory, LLC | 24,549 | $2.22M | 1.74% | −1,580−6.0% | Reduced |
| David R. Rahn & Associates Inc. | 24,484 | $2.21M | 0.93% | −7,865−24.3% | Reduced |
| Birch Hill Investment Advisors LLC | 24,435 | $2.21M | 0.12% | −2,040−7.7% | Reduced |
| Horizon Wealth Management, LLC | 24,415 | $2.20M | 0.61% | −2,091−7.9% | Reduced |
| Verus Capital Partners, LLC | 24,340 | $2.20M | 0.27% | +20+0.1% | Added |
| Beaton Management Co. Inc. | 24,338 | $2.20M | 1.32% | −456−1.8% | Reduced |
| Windsor Advisory Group, LLC | 24,318 | $2.20M | 6.53% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 24,229 | $2.19M | 0.03% | +128+0.5% | Added |
| Condor Capital Management | 24,174 | $2.18M | 0.23% | −4,930−16.9% | Reduced |
| Community Bank, N.A. | 24,115 | $2.18M | 0.28% | −1,652−6.4% | Reduced |
| CoreCap Advisors, LLC | 24,096 | $2.18M | 0.14% | +118+0.5% | Added |
| Plimoth Trust Co LLC | 24,088 | $2.17M | 0.63% | −710−2.9% | Reduced |
| Ballentine Partners, LLC | 24,053 | $2.17M | 0.04% | −685−2.8% | Reduced |
| Mengis Capital Management, Inc. | 24,042 | $2.17M | 0.41% | −855−3.4% | Reduced |
| Geneos Wealth Management Inc. | 24,038 | $2.17M | 0.11% | −1,982−7.6% | Reduced |
| Winton Group Ltd | 24,032 | $2.17M | 0.16% | +24,032 | New |
| Buttonwood Financial Advisors Inc. | 24,002 | $2.17M | 1.18% | +27+0.1% | Added |
| Intellectus Partners, LLC | 23,874 | $2.16M | 0.62% | +5,689+31.3% | Added |
| Foundations Investment Advisors, LLC | 22,273 | $2.16M | 0.06% | −17,295−43.7% | Reduced |
| First Horizon Advisors, Inc. | 23,924 | $2.16M | 0.07% | +46+0.2% | Added |
| Chapman Investment Management, LLC | 23,922 | $2.16M | 1.65% | +2,529+11.8% | Added |
| Petredis Investment Advisors LLC | 23,893 | $2.16M | 0.28% | −695−2.8% | Reduced |
| Capital Investment Counsel, LLC | 23,886 | $2.16M | 0.81% | +23,886 | New |
| Knuff & Co LLC | 23,857 | $2.15M | 0.79% | −335−1.4% | Reduced |
| Ingalls & Snyder LLC | 23,862 | $2.15M | 0.10% | −2,889−10.8% | Reduced |
| TCG Advisory Services, LLC | 23,767 | $2.15M | 0.15% | +13,414+129.6% | Added |
| WBH Advisory Inc | 23,708 | $2.14M | 0.24% | −1,373−5.5% | Reduced |
| AMG National Trust Bank | 23,681 | $2.14M | 0.07% | −388−1.6% | Reduced |
| HCR Wealth Advisors | 23,606 | $2.13M | 0.34% | +8,205+53.3% | Added |
| Harbour Investments, Inc. | 23,488 | $2.12M | 0.09% | +1,126+5.0% | Added |
| LMG Wealth Partners, LLC | 23,408 | $2.11M | 0.59% | +726+3.2% | Added |
| Westhampton Capital, LLC | 23,404 | $2.11M | 1.26% | −190−0.8% | Reduced |
| Ritholtz Wealth Management | 23,355 | $2.11M | 0.08% | +2,439+11.7% | Added |
| Riverpark Capital Management LLC | 23,350 | $2.11M | 3.22% | +1,471+6.7% | Added |
| Continuum Advisory, LLC | 23,257 | $2.10M | 0.30% | −33−0.1% | Reduced |
| Zuckerman Investment Group, LLC | 23,232 | $2.10M | 0.27% | +2,258+10.8% | Added |
| Beach Investment Counsel Inc | 23,186 | $2.09M | 0.26% | −2,262−8.9% | Reduced |
| Cary Street Partners Asset Management LLC | 23,107 | $2.09M | 0.36% | +2,348+11.3% | Added |
| Iat Reinsurance Co Ltd. | 23,070 | $2.08M | 0.39% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 22,999 | $2.08M | 0.19% | −5,647−19.7% | Reduced |
| JCIC Asset Management Inc. | 22,877 | $2.07M | 0.92% | −54−0.2% | Reduced |
| LM Advisors LLC | 22,851 | $2.06M | 0.41% | +22,851 | New |
| Altfest L J & Co Inc | 22,746 | $2.05M | 0.30% | −204−0.9% | Reduced |
| Congress Park Capital LLC | 22,732 | $2.05M | 1.00% | −2,688−10.6% | Reduced |
| Financial Advisory Service, Inc. | 22,728 | $2.05M | 0.19% | +5,816+34.4% | Added |
| Nishkama Capital, LLC | 22,725 | $2.05M | 0.53% | +22,725 | New |
| V-Square Quantitative Management LLC | 22,707 | $2.05M | 0.49% | +7,919+53.6% | Added |
| Bill Few Associates, Inc. | 22,681 | $2.05M | 0.93% | −1,637−6.7% | Reduced |
| Arlington Partners LLC | 22,651 | $2.05M | 0.59% | +22,651 | New |
| Iowa State Bank | 22,646 | $2.04M | 0.49% | −470−2.0% | Reduced |
| Searle & Co. | 22,545 | $2.04M | 0.56% | −918−3.9% | Reduced |
| Thompson Investment Management, Inc. | 22,540 | $2.04M | 0.33% | −1,221−5.1% | Reduced |
| Webster Bank, N. A. | 22,380 | $2.02M | 0.25% | −2,373−9.6% | Reduced |
| Monarch Capital Management Inc | 22,306 | $2.02M | 0.61% | −450−2.0% | Reduced |
| JSF Financial, LLC | 22,346 | $2.02M | 0.70% | −4,958−18.2% | Reduced |
| AlTi Global, Inc. | 22,243 | $2.01M | 0.06% | +22,243 | New |
| Resonant Capital Advisors, LLC | 22,223 | $2.01M | 0.19% | +420+1.9% | Added |
| Smith, Moore & Co. | 22,242 | $2.01M | 0.24% | −1,047−4.5% | Reduced |
| Morton Community Bank | 22,107 | $2.00M | 0.65% | +22,107 | New |
| Douglass Winthrop Advisors, LLC | 22,030 | $1.99M | 0.04% | −250−1.1% | Reduced |
| Curbstone Financial Management Corp | 22,010 | $1.99M | 0.45% | −400−1.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 23,263 | $1.99M | 0.27% | +9,614+70.4% | Added |
| Legato Capital Management LLC | 21,945 | $1.98M | 0.26% | 00.0% | Unchanged |
| Asio Capital, LLC | 21,899 | $1.98M | 0.46% | +437+2.0% | Added |
| NBC Securities, Inc. | 21,837 | $1.97M | 0.20% | −4,070−15.7% | Reduced |
| Quadrant Capital Group LLC | 21,815 | $1.97M | 0.17% | +3,618+19.9% | Added |
| Ameritas Investment Partners, Inc. | 21,729 | $1.96M | 0.07% | −980−4.3% | Reduced |
| Frisch Financial Group, Inc. | 21,713 | $1.96M | 0.74% | −140−0.6% | Reduced |
| Hendershot Investments Inc. | 21,630 | $1.95M | 0.30% | +88+0.4% | Added |
| Bramshill Investments, LLC | 21,538 | $1.94M | 0.19% | −10,000−31.7% | Reduced |