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
- 3,009
- +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
- 927 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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 18,013 | $1.63M | 0.09% | −780−4.2% | Reduced |
| Regal Investment Advisors LLC | 18,013 | $1.63M | 0.12% | −86−0.5% | Reduced |
| Bizma Investimentos Ltda | 18,000 | $1.63M | 1.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 17,989 | $1.62M | 0.14% | −4,916−21.5% | Reduced |
| McDonald Partners LLC | 17,887 | $1.62M | 0.48% | −124−0.7% | Reduced |
| Charter Research & Investment Group, Inc. | 17,861 | $1.61M | 1.34% | +711+4.1% | Added |
| Hilltop Holdings Inc. | 17,846 | $1.61M | 0.18% | +61+0.3% | Added |
| Summit X, LLC | 17,835 | $1.61M | 0.46% | +315+1.8% | Added |
| Csenge Advisory Group | 17,777 | $1.61M | 0.10% | +2,363+15.3% | Added |
| Atlantic Trust, LLC | 17,741 | $1.60M | 0.44% | +80.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 17,707 | $1.60M | 0.42% | −14,250−44.6% | Reduced |
| L.M. Kohn & Company | 17,695 | $1.60M | 0.51% | +175+1.0% | Added |
| CRA Financial Services, LLC | 17,646 | $1.59M | 0.39% | −386−2.1% | Reduced |
| Proficio Capital Partners LLC | 17,629 | $1.59M | 0.20% | +1,836+11.6% | Added |
| Forum Financial Management, LP | 17,618 | $1.59M | 0.03% | −13,131−42.7% | Reduced |
| Capital Investment Advisory Services, LLC | 17,605 | $1.59M | 0.15% | −3,411−16.2% | Reduced |
| Checchi Capital Advisers, LLC | 17,587 | $1.59M | 0.13% | +1,871+11.9% | Added |
| Banco de Sabadell, S.A | 17,524 | $1.58M | 1.20% | −117−0.7% | Reduced |
| SOA Wealth Advisors, LLC. | 17,545 | $1.58M | 0.35% | 00.0% | Unchanged |
| Hollencrest Capital Management | 17,504 | $1.58M | 0.15% | +43+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 17,469 | $1.58M | 0.10% | −859−4.7% | Reduced |
| Roberts Glore & Co Inc | 17,467 | $1.58M | 0.49% | −1,112−6.0% | Reduced |
| Westpac Banking Corp | 17,447 | $1.58M | 0.13% | −5,806−25.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,444 | $1.58M | 0.15% | +17,444 | New |
| Auxano Advisors, LLC | 17,418 | $1.57M | 0.53% | +213+1.2% | Added |
| FLC Capital Advisors | 17,375 | $1.57M | 0.42% | +2,467+16.5% | Added |
| Perennial Investment Advisors, LLC | 17,360 | $1.57M | 0.26% | −478−2.7% | Reduced |
| Adell Harriman & Carpenter Inc | 17,316 | $1.56M | 0.14% | −2,262−11.6% | Reduced |
| Avidian Wealth Solutions, LLC | 17,310 | $1.56M | 0.10% | −479−2.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 17,308 | $1.56M | 0.52% | −564−3.2% | Reduced |
| Udine Wealth Management, Inc. | 17,298 | $1.56M | 1.24% | +17,298 | New |
| Kovack Advisors, Inc. | 17,286 | $1.56M | 0.19% | +94+0.5% | Added |
| Lindbrook Capital, LLC | 17,283 | $1.56M | 0.16% | +573+3.4% | Added |
| Triangle Securities Wealth Management | 17,274 | $1.56M | 0.48% | −3,060−15.0% | Reduced |
| Sciencast Management LP | 17,231 | $1.56M | 0.85% | +17,231 | New |
| Sofos Investments, Inc. | 17,228 | $1.56M | 0.44% | −191,346−91.7% | Reduced |
| Cohen Investment Advisors LLC | 17,222 | $1.55M | 1.15% | −818−4.5% | Reduced |
| Mirabaud & Cie SA | 17,185 | $1.55M | 0.52% | +17,185 | New |
| SeaCrest Wealth Management, LLC | 17,041 | $1.55M | 0.19% | −2,951−14.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 17,124 | $1.55M | 0.03% | +133+0.8% | Added |
| Morse Asset Management, Inc | 17,127 | $1.55M | 0.46% | +57+0.3% | Added |
| Kingswood Wealth Advisors, LLC | 17,105 | $1.54M | 0.18% | +12,291+255.3% | Added |
| One Capital Management, LLC | 17,085 | $1.54M | 0.06% | −662−3.7% | Reduced |
| North Star Investment Management Corp. | 17,074 | $1.54M | 0.12% | −869−4.8% | Reduced |
| Wynn Capital, LLC | 17,051 | $1.54M | 1.26% | +17,051 | New |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.53M | 0.53% | 00.0% | Unchanged |
| Boltwood Capital Management | 16,987 | $1.53M | 0.51% | +70.0% | Added |
| Bedel Financial Consulting, Inc. | 16,976 | $1.53M | 0.28% | −690−3.9% | Reduced |
| Journey Advisory Group, LLC | 16,956 | $1.53M | 0.21% | −1,612−8.7% | Reduced |
| Broadwater Capital Management LLC | 16,917 | $1.53M | 1.20% | +16,917 | New |
| Atomi Financial Group, Inc. | 16,842 | $1.52M | 0.21% | +5,193+44.6% | Added |
| RS Crum Inc. | 16,815 | $1.52M | 0.47% | −537−3.1% | Reduced |
| Corrado Advisors, LLC | 16,815 | $1.52M | 1.24% | −3,413−16.9% | Reduced |
| NTV Asset Management LLC | 16,802 | $1.52M | 0.26% | −370−2.2% | Reduced |
| Dana Investment Advisors, Inc. | 16,798 | $1.52M | 0.07% | −1,463−8.0% | Reduced |
| Paradigm Financial Partners, LLC | 16,775 | $1.51M | 0.37% | −10,838−39.2% | Reduced |
| Girard Partners Ltd. | 16,760 | $1.51M | 0.15% | −15,282−47.7% | Reduced |
| Benedetti & Gucer, Inc. | 16,750 | $1.51M | 0.79% | −378−2.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 16,748 | $1.51M | 1.59% | −80−0.5% | Reduced |
| Birchbrook, Inc. | 16,651 | $1.50M | 0.99% | +16,651 | New |
| Naples Money Management LLC | 16,650 | $1.50M | 1.41% | +16,650 | New |
| Scott & Selber, Inc. | 16,625 | $1.50M | 0.56% | −221−1.3% | Reduced |
| Drexel Morgan & Co. | 16,586 | $1.50M | 0.35% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 16,559 | $1.50M | 0.62% | −1,960−10.6% | Reduced |
| Pingora Partners LLC | 16,482 | $1.49M | 1.32% | +16,482 | New |
| Hudson Value Partners, LLC | 16,439 | $1.48M | 0.69% | −445−2.6% | Reduced |
| JNBA Financial Advisors | 16,436 | $1.48M | 0.17% | −250−1.5% | Reduced |
| Meeder Advisory Services, Inc. | 16,429 | $1.48M | 0.17% | −1,290−7.3% | Reduced |
| Fosun International Ltd | 16,421 | $1.48M | 0.30% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 16,416 | $1.48M | 0.55% | −892−5.2% | Reduced |
| Invst, LLC | 14,924 | $1.48M | 0.19% | −1,745−10.5% | Reduced |
| Hudson Canyon Capital Management | 16,400 | $1.48M | 1.08% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 16,389 | $1.48M | 0.52% | +1,420+9.5% | Added |
| Centerstone Investors, LLC | 16,340 | $1.48M | 1.51% | +540+3.4% | Added |
| Insight Inv LLC | 16,321 | $1.47M | 1.44% | +100+0.6% | Added |
| Bensler, LLC | 16,318 | $1.47M | 0.24% | +435+2.7% | Added |
| Warren Averett Asset Management, LLC | 16,314 | $1.47M | 0.06% | +4,304+35.8% | Added |
| Sterling Investment Counsel, LLC | 16,265 | $1.47M | 0.75% | −976−5.7% | Reduced |
| Financial Advocates Investment Management | 16,242 | $1.47M | 0.10% | −7,643−32.0% | Reduced |
| NewEdge Wealth, LLC | 16,218 | $1.46M | 0.04% | +4,501+38.4% | Added |
| Nwam LLC | 16,198 | $1.46M | 0.12% | +3,491+27.5% | Added |
| BigSur Wealth Management LLC | 16,142 | $1.46M | 0.70% | −800−4.7% | Reduced |
| MidWestOne Financial Group, Inc. | 16,160 | $1.46M | 0.28% | −52−0.3% | Reduced |
| Helios Capital Management Pte. Ltd | 16,150 | $1.46M | 1.15% | +16,150 | New |
| Montecito Bank & Trust | 16,064 | $1.45M | 0.31% | −2,295−12.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $1.45M | 0.79% | 00.0% | Unchanged |
| Dillon & Associates Inc | 16,005 | $1.44M | 0.26% | −8,914−35.8% | Reduced |
| Weik Capital Management | 15,915 | $1.44M | 0.66% | −585−3.5% | Reduced |
| 180 Wealth Advisors, LLC | 15,808 | $1.43M | 0.29% | +663+4.4% | Added |
| GYL Financial Synergies, LLC | 15,871 | $1.43M | 0.12% | +162+1.0% | Added |
| Diamant Asset Management, Inc. | 15,831 | $1.43M | 1.06% | −4,775−23.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 15,817 | $1.43M | 0.06% | −939−5.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,802 | $1.43M | 0.88% | −560−3.4% | Reduced |
| Delphi Management Inc | 15,767 | $1.42M | 1.31% | +15,767 | New |
| Gordian Capital Singapore Pte Ltd | 15,771 | $1.42M | 1.29% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 15,738 | $1.42M | 0.77% | −39−0.2% | Reduced |
| Fort Sheridan Advisors LLC | 15,701 | $1.42M | 0.28% | −4,348−21.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 15,516 | $1.42M | 0.11% | −47,512−75.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,674 | $1.42M | 0.37% | −1,448−8.5% | Reduced |
| Adirondack Trust Co | 12,673 | $1.41M | 0.61% | −201−1.6% | Reduced |