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 |
|---|---|---|---|---|---|
| Creegan & Nassoura Financial Group, LLC | 21,391 | $1.93M | 1.40% | −3,550−14.2% | Reduced |
| PFC Capital Group, Inc. | 21,355 | $1.93M | 1.14% | +21,355 | New |
| Sky Investment Group LLC | 21,348 | $1.93M | 0.41% | +3,038+16.6% | Added |
| Harbour Investment Management LLC | 21,268 | $1.93M | 1.01% | +14+0.1% | Added |
| Integrated Advisors Network LLC | 21,281 | $1.92M | 0.11% | −1,755−7.6% | Reduced |
| Achmea Investment Management B.V. | 21,169 | $1.91M | 0.04% | −25,038−54.2% | Reduced |
| Hedeker Wealth, LLC | 21,132 | $1.91M | 0.60% | −8,719−29.2% | Reduced |
| Chapin Davis, Inc. | 21,119 | $1.91M | 0.80% | +1,980+10.3% | Added |
| Trust Asset Management LLC | 21,108 | $1.91M | 0.18% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 21,100 | $1.91M | 0.08% | 00.0% | Unchanged |
| Group One Trading, L.P. | 21,095 | $1.90M | 0.06% | −177,317−89.4% | Reduced |
| Connective Portfolio Management, LLC | 21,090 | $1.90M | 3.88% | +21,090 | New |
| Trivant Custom Portfolio Group, LLC | 20,948 | $1.89M | 1.26% | −152−0.7% | Reduced |
| Centiva Capital, LP | 20,928 | $1.89M | 0.12% | −3,349−13.8% | Reduced |
| Tritonpoint Wealth, LLC | 20,854 | $1.89M | 0.18% | +20,854 | New |
| BCGM Wealth Management, LLC | 20,879 | $1.89M | 0.77% | +2,228+11.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,867 | $1.88M | 0.87% | +29+0.1% | Added |
| Harbor Advisory Corp | 20,835 | $1.88M | 0.67% | −1,970−8.6% | Reduced |
| Moneta Group Investment Advisors LLC | 20,759 | $1.87M | 0.04% | +611+3.0% | Added |
| TBH Global Asset Management, LLC | 20,728 | $1.87M | 0.38% | −1,476−6.6% | Reduced |
| Gs Investments, Inc. | 20,614 | $1.86M | 0.97% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20,548 | $1.86M | 0.06% | −37,718−64.7% | Reduced |
| Spirit of America Management Corp | 20,600 | $1.86M | 0.41% | +200+1.0% | Added |
| Premier Path Wealth Partners, LLC | 20,453 | $1.86M | 0.41% | +20,453 | New |
| Old Second National Bank of Aurora | 20,541 | $1.85M | 0.51% | −2,137−9.4% | Reduced |
| Moody National Bank Trust Division | 20,373 | $1.84M | 0.14% | −20,568−50.2% | Reduced |
| MONECO Advisors, LLC | 20,371 | $1.84M | 0.35% | +3,669+22.0% | Added |
| Nelson Capital Management, LLC | 20,347 | $1.84M | 0.41% | −1,262−5.8% | Reduced |
| Quattro Financial Advisors LLC | 90 | $1.84M | 0.66% | −15,240−99.4% | Reduced |
| Cornerstone Wealth Management, LLC | 20,296 | $1.83M | 0.16% | −2,084−9.3% | Reduced |
| Weil Company, Inc. | 20,295 | $1.83M | 0.80% | +101+0.5% | Added |
| Jackson Hole Capital Partners, LLC | 20,246 | $1.83M | 0.47% | −825−3.9% | Reduced |
| Summit Financial Group Inc | 20,230 | $1.83M | 0.70% | +90+0.4% | Added |
| Duff & Phelps Investment Management Co | 20,227 | $1.83M | 0.02% | 00.0% | Unchanged |
| L & S Advisors Inc | 20,216 | $1.83M | 0.22% | +16,836+498.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 20,203 | $1.82M | 1.00% | −16,169−44.5% | Reduced |
| Hoertkorn Richard Charles | 20,164 | $1.82M | 0.82% | 00.0% | Unchanged |
| Menlo Advisors LLC | 20,138 | $1.82M | 1.12% | −570−2.8% | Reduced |
| Rowland & Co Investment Counsel | 20,069 | $1.81M | 0.42% | −510−2.5% | Reduced |
| Manhattan West Asset Management, LLC | 20,061 | $1.81M | 0.51% | +5,033+33.5% | Added |
| Merit Financial Group, LLC | 20,055 | $1.81M | 0.06% | −1,110−5.2% | Reduced |
| IMS Capital Management | 20,014 | $1.81M | 0.89% | +12,176+155.3% | Added |
| Focus Financial Network Inc | 19,893 | $1.80M | 0.07% | +19,893 | New |
| Robertson Stephens Wealth Management, LLC | 19,886 | $1.80M | 0.11% | −4,818−19.5% | Reduced |
| Advisors Asset Management, Inc. | 19,869 | $1.79M | 0.04% | −3,474−14.9% | Reduced |
| Deltec Asset Management LLC | 19,858 | $1.79M | 0.40% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 19,851 | $1.79M | 0.30% | −253−1.3% | Reduced |
| LJI Wealth Management, LLC | 19,769 | $1.78M | 0.46% | −880−4.3% | Reduced |
| Smithfield Trust Co | 19,691 | $1.78M | 0.10% | −276−1.4% | Reduced |
| Kornitzer Capital Management Inc | 19,681 | $1.78M | 0.03% | −1,668−7.8% | Reduced |
| Grassi Investment Management | 19,665 | $1.78M | 0.19% | −64,575−76.7% | Reduced |
| Atlas Brown,Inc. | 19,581 | $1.77M | 0.73% | +450+2.4% | Added |
| Rehmann Capital Advisory Group | 19,563 | $1.77M | 0.15% | −946−4.6% | Reduced |
| Canal Capital Management, LLC | 19,557 | $1.77M | 0.33% | +2,693+16.0% | Added |
| St. Louis Financial Planners Asset Management, LLC | 19,528 | $1.76M | 1.64% | +318+1.7% | Added |
| M Holdings Securities, Inc. | 19,526 | $1.76M | 0.20% | +152+0.8% | Added |
| Cigna Investments Inc | 19,475 | $1.76M | 0.36% | −110−0.6% | Reduced |
| Clarius Group, LLC | 19,417 | $1.75M | 0.15% | +7,153+58.3% | Added |
| Aspiriant, LLC | 19,394 | $1.75M | 0.08% | −949−4.7% | Reduced |
| Thomasville National Bank | 19,343 | $1.75M | 0.15% | −67,724−77.8% | Reduced |
| Mission Wealth Management, LP | 19,327 | $1.75M | 0.06% | −1,718−8.2% | Reduced |
| Greenline Partners, LLC | 19,315 | $1.74M | 0.30% | −2,347−10.8% | Reduced |
| Keating Investment Counselors Inc | 19,201 | $1.73M | 0.62% | −1,632−7.8% | Reduced |
| Mount Capital Ltd | 19,200 | $1.73M | 0.75% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 19,126 | $1.73M | 1.50% | −2,599−12.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 19,121 | $1.73M | 0.33% | −8,350−30.4% | Reduced |
| New Potomac Partners, LLC | 19,115 | $1.73M | 1.03% | −151−0.8% | Reduced |
| Wealth Alliance | 19,084 | $1.72M | 0.24% | −999−5.0% | Reduced |
| Byrne Asset Management LLC | 19,036 | $1.72M | 1.31% | +989+5.5% | Added |
| Investment Research & Advisory Group, Inc. | 18,988 | $1.71M | 0.88% | −5,378−22.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 18,965 | $1.71M | 0.56% | +5,213+37.9% | Added |
| Chemistry Wealth Management LLC | 18,955 | $1.71M | 0.52% | +245+1.3% | Added |
| Westmount Partners, LLC | 18,949 | $1.71M | 0.70% | +20.0% | Added |
| Lynx Capital Group Ltd | 18,902 | $1.71M | 1.27% | +18,902 | New |
| Lake Street Advisors Group, LLC | 18,777 | $1.70M | 0.09% | +2,860+18.0% | Added |
| Panagora Asset Management Inc | 18,817 | $1.70M | 0.01% | 00.0% | Unchanged |
| Selway Asset Management | 18,677 | $1.69M | 0.71% | −2,000−9.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 18,628 | $1.68M | 0.32% | +810+4.5% | Added |
| Stone Point Wealth LLC | 18,584 | $1.68M | 0.64% | −1,334−6.7% | Reduced |
| Sculati Wealth Management, LLC | 18,571 | $1.68M | 0.78% | +169+0.9% | Added |
| Norway Savings Bank | 18,522 | $1.67M | 0.74% | +588+3.3% | Added |
| Ellsworth Advisors, LLC | 18,466 | $1.67M | 0.53% | +976+5.6% | Added |
| WT Wealth Management | 18,420 | $1.67M | 0.66% | +2,555+16.1% | Added |
| Absher Wealth Management, LLC | 18,402 | $1.66M | 0.25% | −1,344−6.8% | Reduced |
| Violich Capital Management, Inc. | 18,389 | $1.66M | 0.27% | −6,533−26.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 18,360 | $1.66M | 0.32% | −523−2.8% | Reduced |
| Bridges Investment Management Inc | 18,331 | $1.66M | 0.05% | −723−3.8% | Reduced |
| J. Goldman & Co LP | 18,284 | $1.65M | 0.09% | −711,565−97.5% | Reduced |
| Fortis Capital Management LLC | 18,261 | $1.65M | 0.42% | +144+0.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 18,251 | $1.65M | 0.94% | −643−3.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 18,190 | $1.65M | 0.13% | −1,218−6.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 18,217 | $1.64M | 0.52% | −2,608−12.5% | Reduced |
| Tevis Investment Management | 18,215 | $1.64M | 1.51% | +1,293+7.6% | Added |
| GM Advisory Group, Inc. | 18,215 | $1.64M | 0.12% | +2,544+16.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,190 | $1.64M | 0.51% | +302+1.7% | Added |
| Winch Advisory Services, LLC | 18,143 | $1.64M | 0.54% | +275+1.5% | Added |
| Boston Financial Mangement LLC | 18,073 | $1.63M | 0.06% | −313−1.7% | Reduced |
| Embree Financial Group | 18,070 | $1.63M | 0.34% | +18,070 | New |
| Magnus Financial Group LLC | 18,052 | $1.63M | 0.21% | +1,637+10.0% | Added |
| Columbia Trust Co 01012016 | 18,024 | $1.63M | 0.74% | +2,920+19.3% | Added |