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 |
|---|---|---|---|---|---|
| Bangor Savings Bank | 15,659 | $1.41M | 0.15% | +46+0.3% | Added |
| National Philanthropic Trust | 15,599 | $1.41M | 0.04% | +15,599 | New |
| Alpha Omega Wealth Management LLC | 15,575 | $1.41M | 0.23% | −5,492−26.1% | Reduced |
| Campbell Newman Asset Management Inc | 15,565 | $1.41M | 0.12% | −2,000−11.4% | Reduced |
| Eagle Bluffs Wealth Management LLC | 15,502 | $1.40M | 0.96% | −648−4.0% | Reduced |
| Trustco Bank Corp N Y | 15,538 | $1.40M | 1.52% | −567−3.5% | Reduced |
| First Business Financial Services, Inc. | 15,470 | $1.40M | 0.16% | −1,044−6.3% | Reduced |
| Pearl River Capital, LLC | 15,395 | $1.39M | 0.22% | +15,395 | New |
| Auxier Asset Management | 15,312 | $1.38M | 0.22% | −172−1.1% | Reduced |
| Rockland Trust Co | 15,310 | $1.38M | 0.08% | +3,657+31.4% | Added |
| New England Research & Management, Inc. | 15,302 | $1.38M | 0.73% | −260−1.7% | Reduced |
| Estabrook Capital Management | 15,222 | $1.37M | 0.22% | −1,511−9.0% | Reduced |
| Turim 21 Investimentos Ltda. | 15,179 | $1.37M | 0.44% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 15,140 | $1.37M | 0.43% | −1,498−9.0% | Reduced |
| Good Life Advisors, LLC | 15,117 | $1.37M | 0.13% | +815+5.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,046 | $1.36M | 0.05% | −310−2.0% | Reduced |
| Desjardins Global Asset Management Inc. | 15,027 | $1.36M | 0.15% | −11,534−43.4% | Reduced |
| Barington Capital Group, L.P. | 15,000 | $1.35M | 1.75% | +15,000 | New |
| Palisade Capital Management LLC | 14,980 | $1.35M | 0.04% | −1,716−10.3% | Reduced |
| Trust Co of Oklahoma | 14,973 | $1.35M | 0.51% | −480−3.1% | Reduced |
| J. W. Coons Advisors, LLC | 14,936 | $1.35M | 0.36% | −350−2.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,920 | $1.35M | 1.15% | +650+4.6% | Added |
| Old National Bancorp | 14,907 | $1.35M | 0.04% | −572−3.7% | Reduced |
| Davidson Trust Co | 14,885 | $1.34M | 0.87% | −110−0.7% | Reduced |
| Summit Trail Advisors, LLC | 14,834 | $1.34M | 0.04% | +1,166+8.5% | Added |
| Naviter Wealth, LLC | 14,784 | $1.34M | 0.27% | +2,982+25.3% | Added |
| Winthrop Advisory Group LLC | 14,794 | $1.34M | 0.21% | −136−0.9% | Reduced |
| Archer Investment Corp | 14,777 | $1.33M | 0.43% | −220−1.5% | Reduced |
| Argus Investors' Counsel, Inc. | 14,760 | $1.33M | 0.86% | 00.0% | Unchanged |
| Mather Group, LLC. | 14,751 | $1.33M | 0.02% | −190−1.3% | Reduced |
| Essex Financial Services, Inc. | 14,722 | $1.33M | 0.14% | −593−3.9% | Reduced |
| WMS Partners, LLC | 14,721 | $1.33M | 0.10% | −3,406−18.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 14,642 | $1.32M | 0.19% | +14,642 | New |
| Semmax Financial Advisors Inc. | 11,959 | $1.32M | 0.48% | +855+7.7% | Added |
| Stoneridge Investment Partners LLC | 14,630 | $1.32M | 0.56% | −21,243−59.2% | Reduced |
| Bank Hapoalim BM | 14,628 | $1.32M | 0.18% | −980−6.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,414 | $1.31M | 0.32% | +9,498+193.2% | Added |
| Moloney Securities Asset Management, LLC | 14,516 | $1.31M | 0.21% | +2,805+24.0% | Added |
| Nations Financial Group Inc, | 14,493 | $1.31M | 0.12% | −170−1.2% | Reduced |
| RMR Wealth Builders | 14,357 | $1.30M | 0.18% | +714+5.2% | Added |
| First National Bank & Trust Co of Newtown | 14,308 | $1.29M | 0.28% | −61−0.4% | Reduced |
| Investors Asset Management of Georgia Inc | 14,428 | $1.29M | 0.65% | +975+7.2% | Added |
| Sanders Morris Harris LLC | 14,103 | $1.29M | 0.63% | −8,530−37.7% | Reduced |
| Unique Wealth Strategies, LLC | 14,265 | $1.29M | 0.86% | +14,265 | New |
| Family Legacy, Inc. | 14,255 | $1.29M | 0.49% | −1,297−8.3% | Reduced |
| Cumberland Advisors Inc | 14,250 | $1.29M | 0.55% | −100−0.7% | Reduced |
| American Investment Services, Inc. | 14,248 | $1.29M | 0.24% | −84−0.6% | Reduced |
| Cetera Trust Company, N.A | 14,225 | $1.28M | 0.80% | +14,225 | New |
| Pure Financial Advisors, Inc. | 14,204 | $1.28M | 0.04% | +2,049+16.9% | Added |
| Carmel Capital Partners, LLC | 14,204 | $1.28M | 0.65% | −2,065−12.7% | Reduced |
| KPP Advisory Services LLC | 14,169 | $1.28M | 1.12% | +45+0.3% | Added |
| Chicago Trust Co NA | 14,153 | $1.28M | 0.28% | −3,889−21.6% | Reduced |
| Camden Capital, LLC | 14,137 | $1.28M | 0.13% | +5,588+65.4% | Added |
| Birmingham Capital Management Co Inc | 14,136 | $1.28M | 0.50% | −1,970−12.2% | Reduced |
| Claro Advisors LLC | 14,111 | $1.27M | 0.28% | −1,332−8.6% | Reduced |
| RFG Advisory, LLC | 14,065 | $1.27M | 0.05% | −681−4.6% | Reduced |
| LCNB Corp | 14,063 | $1.27M | 0.50% | +626+4.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 14,036 | $1.27M | 0.02% | +10,004+248.1% | Added |
| Schechter Investment Advisors, LLC | 13,858 | $1.25M | 0.11% | +4,635+50.3% | Added |
| Ceera Investments, LLC | 13,830 | $1.25M | 0.59% | −5,591−28.8% | Reduced |
| Ridgewood Investments LLC | 13,824 | $1.25M | 0.74% | −228−1.6% | Reduced |
| BSW Wealth Partners | 13,816 | $1.25M | 0.25% | −514−3.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 13,796 | $1.25M | 0.08% | −23,674−63.2% | Reduced |
| Letson Investment Management, Inc. | 13,799 | $1.25M | 0.58% | +13,799 | New |
| Alpha Cubed Investments, LLC | 13,781 | $1.24M | 0.07% | −569−4.0% | Reduced |
| Omnia Family Wealth, LLC | 13,706 | $1.24M | 0.64% | +263+2.0% | Added |
| Carl P. Sherr & Co., LLC | 13,747 | $1.24M | 0.75% | −1,525−10.0% | Reduced |
| Vista Investment Management | 13,741 | $1.24M | 0.58% | +1,072+8.5% | Added |
| Payden & Rygel | 13,730 | $1.24M | 0.09% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 13,732 | $1.24M | 0.97% | −1,902−12.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,721 | $1.24M | 0.13% | +13,721 | New |
| David Loasby | 13,625 | $1.24M | 0.13% | +73+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 13,706 | $1.24M | 0.60% | +242+1.8% | Added |
| Sound View Wealth Advisors Group, LLC | 13,660 | $1.23M | 0.14% | −515−3.6% | Reduced |
| MWA Asset Management | 13,607 | $1.23M | 1.01% | +1,633+13.6% | Added |
| Sunbelt Securities, Inc. | 13,584 | $1.23M | 0.15% | −3,933−22.5% | Reduced |
| AXS Investments LLC | 13,478 | $1.22M | 0.29% | −1,411−9.5% | Reduced |
| Voya Financial Advisors, Inc. | 13,435 | $1.21M | 0.15% | +3,022+29.0% | Added |
| Delta Financial Advisors LLC | 13,419 | $1.21M | 0.53% | −1,010−7.0% | Reduced |
| Sensible Money, LLC | 13,414 | $1.21M | 0.73% | +9,384+232.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 13,410 | $1.21M | 0.16% | +713+5.6% | Added |
| Caldwell Trust Co | 13,404 | $1.21M | 0.15% | −1,629−10.8% | Reduced |
| Boomfish Wealth Group, LLC | 13,399 | $1.21M | 0.87% | +13,399 | New |
| Schnieders Capital Management LLC | 13,344 | $1.20M | 0.27% | −4,108−23.5% | Reduced |
| My Legacy Advisors, LLC | 13,440 | $1.20M | 0.43% | +1,280+10.5% | Added |
| Koshinski Asset Management, Inc. | 13,305 | $1.20M | 0.18% | −27,279−67.2% | Reduced |
| Cape Investment Advisory, Inc. | 13,247 | $1.20M | 0.58% | +3,483+35.7% | Added |
| Walleye Capital LLC | 13,234 | $1.19M | 0.02% | −82,288−86.1% | Reduced |
| Jmac Enterprises LLC | 13,091 | $1.18M | 0.25% | −1,065−7.5% | Reduced |
| Doliver Advisors, LP | 13,062 | $1.18M | 0.36% | −1,201−8.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 13,049 | $1.18M | 0.11% | +9,198+238.8% | Added |
| Naples Global Advisors, LLC | 13,003 | $1.18M | 0.13% | −425−3.2% | Reduced |
| Cove Private Wealth, LLC | 13,000 | $1.17M | 1.11% | +13,000 | New |
| TD Private Client Wealth LLC | 12,992 | $1.17M | 0.04% | −382−2.9% | Reduced |
| Donaldson Capital Management, LLC | 12,991 | $1.17M | 0.05% | +654+5.3% | Added |
| Dover Advisors, LLC | 12,881 | $1.17M | 1.53% | −4,507−25.9% | Reduced |
| Stablepoint Partners, LLC | 12,902 | $1.16M | 0.30% | +12,902 | New |
| Wimmer Associates 1, LLC | 12,889 | $1.16M | 0.66% | −1,139−8.1% | Reduced |
| Court Place Advisors, LLC | 12,847 | $1.16M | 0.38% | −768−5.6% | Reduced |
| Spears Abacus Advisors LLC | 12,834 | $1.16M | 0.09% | +125+1.0% | Added |