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 |
|---|---|---|---|---|---|
| O'Dell Group, LLC | 12,814 | $1.16M | 0.30% | −546−4.1% | Reduced |
| Summit Financial, LLC | 12,754 | $1.16M | 0.08% | −897−6.6% | Reduced |
| Legacy Private Trust Co. | 12,789 | $1.15M | 0.09% | −485−3.7% | Reduced |
| Waldron Private Wealth LLC | 12,739 | $1.15M | 0.05% | +2,218+21.1% | Added |
| Garrison Asset Management, LLC | 12,777 | $1.15M | 0.64% | −3,696−22.4% | Reduced |
| Guardian Wealth Management, Inc. | 12,776 | $1.15M | 0.98% | +1,086+9.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,759 | $1.15M | 0.03% | +1,707+15.4% | Added |
| Private Trust Co NA | 12,754 | $1.15M | 0.14% | −326−2.5% | Reduced |
| Dash Acquisitions Inc. | 12,888 | $1.15M | 0.41% | +878+7.3% | Added |
| Hancock Whitney Corp | 12,713 | $1.15M | 0.04% | −6,293−33.1% | Reduced |
| Certified Advisory Corp | 12,664 | $1.14M | 0.17% | +12,664 | New |
| Atlas Private Wealth Management | 12,550 | $1.13M | 0.53% | −1,889−13.1% | Reduced |
| Redwood Investment Management, LLC | 12,517 | $1.13M | 0.10% | +12,517 | New |
| Wedmont Private Capital | 12,331 | $1.13M | 0.09% | +3,476+39.3% | Added |
| JPL Wealth Management, LLC | 12,491 | $1.13M | 0.81% | +12,491 | New |
| Eaton Financial Holdings Company, LLC | 12,468 | $1.13M | 0.27% | +47+0.4% | Added |
| WNY Asset Management, LLC | 12,447 | $1.12M | 0.19% | +3,126+33.5% | Added |
| Elmwood Wealth Management, Inc. | 12,436 | $1.12M | 0.79% | −2,234−15.2% | Reduced |
| Garden State Investment Advisory Services LLC | 12,405 | $1.12M | 0.46% | −295−2.3% | Reduced |
| PFG Investments, LLC | 12,390 | $1.12M | 0.21% | −674−5.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 12,346 | $1.11M | 0.09% | 00.0% | Unchanged |
| Martin & Co Inc | 12,315 | $1.11M | 0.27% | −664−5.1% | Reduced |
| Fairbanks Capital Management, Inc. | 12,284 | $1.11M | 0.79% | +330+2.8% | Added |
| Herold Advisors, Inc. | 12,262 | $1.11M | 0.31% | −54−0.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 12,247 | $1.11M | 0.22% | +463+3.9% | Added |
| Founders Financial Securities LLC | 12,235 | $1.10M | 0.12% | −55−0.4% | Reduced |
| Paloma Partners Management Co | 12,231 | $1.10M | 0.18% | −2,178−15.1% | Reduced |
| BBR Partners, LLC | 12,213 | $1.10M | 0.11% | +5,167+73.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 12,210 | $1.10M | 0.34% | −2,700−18.1% | Reduced |
| New England Asset Management Inc | 12,200 | $1.10M | 0.18% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 12,191 | $1.10M | 0.52% | +1,788+17.2% | Added |
| BancorpSouth Bank | 12,183 | $1.10M | 0.09% | −310−2.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,184 | $1.10M | 0.34% | +5,323+77.6% | Added |
| Aldebaran Financial Inc. | 12,178 | $1.10M | 1.70% | −790−6.1% | Reduced |
| EFG Asset Management (North America) Corp. | 12,156 | $1.10M | 0.21% | +7,131+141.9% | Added |
| Briaud Financial Planning, Inc | 12,135 | $1.10M | 0.93% | +509+4.4% | Added |
| Tempus Wealth Planning, LLC | 12,138 | $1.10M | 0.48% | −584−4.6% | Reduced |
| Conning Inc. | 12,123 | $1.09M | 0.04% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 12,250 | $1.09M | 0.36% | −1,481−10.8% | Reduced |
| Avantax Planning Partners, Inc. | 12,046 | $1.09M | 0.04% | −316−2.6% | Reduced |
| First Trust Investment Solutions L.P. | 12,031 | $1.09M | 0.23% | +12,031 | New |
| China Universal Asset Management Co., Ltd. | 11,991 | $1.09M | 0.21% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 12,001 | $1.08M | 0.15% | −3,235−21.2% | Reduced |
| Monetta Financial Services Inc | 12,000 | $1.08M | 1.03% | +12,000 | New |
| Lester Murray Antman dba SimplyRich | 11,997 | $1.08M | 0.37% | −9−0.1% | Reduced |
| Coastal Investment Advisors, Inc. | 11,977 | $1.08M | 0.24% | −7,942−39.9% | Reduced |
| Legacy Capital Group California, Inc. | 11,962 | $1.08M | 0.42% | +686+6.1% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 11,933 | $1.08M | 0.90% | 00.0% | Unchanged |
| Qtron Investments LLC | 11,933 | $1.08M | 0.18% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 11,932 | $1.08M | 0.60% | −1,826−13.3% | Reduced |
| Midland Wealth Advisors LLC | 11,924 | $1.08M | 0.07% | +11,924 | New |
| Calamos Wealth Management LLC | 11,901 | $1.07M | 0.07% | −1,306−9.9% | Reduced |
| Essex Savings Bank | 11,898 | $1.07M | 0.31% | +2,161+22.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,834 | $1.07M | 0.07% | +1,315+12.5% | Added |
| Palumbo Wealth Management LLC | 11,826 | $1.07M | 0.55% | +921+8.4% | Added |
| Transatlantique Private Wealth LLC | 11,824 | $1.07M | 0.50% | +150+1.3% | Added |
| Sierra Capital LLC | 11,812 | $1.07M | 0.16% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 11,808 | $1.07M | 0.05% | −5,567−32.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,397 | $1.07M | 0.44% | −951−7.7% | Reduced |
| Two Sigma Advisers, LP | 11,800 | $1.07M | 0.00% | +11,800 | New |
| Carr Financial Group Corp | 11,796 | $1.07M | 0.39% | +900+8.3% | Added |
| GAMMA Investing LLC | 11,064 | $1.06M | 0.29% | +11,064 | New |
| DRW Securities, LLC | 11,745 | $1.06M | 0.03% | +1,291+12.3% | Added |
| Invera Wealth Advisors, LLC | 11,711 | $1.06M | 0.66% | +11,711 | New |
| Thoroughbred Financial Services, LLC | 11,686 | $1.05M | 0.09% | −205−1.7% | Reduced |
| Capital Advisors Inc | 11,680 | $1.05M | 0.02% | +199+1.7% | Added |
| Cape Cod Five Cents Savings Bank | 11,674 | $1.05M | 0.11% | −11,936−50.6% | Reduced |
| Coastal Bridge Advisors, LLC | 11,630 | $1.05M | 0.27% | −41−0.4% | Reduced |
| Wealthsource Partners, LLC | 11,622 | $1.05M | 0.07% | −1,460−11.2% | Reduced |
| Duncker Streett & Co Inc | 11,600 | $1.05M | 0.22% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 11,563 | $1.04M | 0.15% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 11,559 | $1.04M | 0.61% | −180−1.5% | Reduced |
| Atom Investors LP | 11,559 | $1.04M | 0.18% | +2,879+33.2% | Added |
| Bank of Hawaii | 11,540 | $1.04M | 0.06% | +321+2.9% | Added |
| Joseph P. Lucia & Associates, LLC | 11,537 | $1.04M | 0.65% | −80−0.7% | Reduced |
| Exencial Wealth Advisors, LLC | 11,513 | $1.04M | 0.04% | +745+6.9% | Added |
| Palouse Capital Management, Inc. | 11,497 | $1.04M | 0.73% | −12−0.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,485 | $1.04M | 0.06% | −591−4.9% | Reduced |
| Great Diamond Partners, LLC | 11,369 | $1.03M | 0.25% | +1,003+9.7% | Added |
| Oder Investment Management, LLC | 11,354 | $1.03M | 1.01% | +74+0.7% | Added |
| Leisure Capital Management | 11,346 | $1.02M | 0.55% | −2,879−20.2% | Reduced |
| Synergy Financial Group, LTD | 11,336 | $1.02M | 1.25% | −405−3.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 11,335 | $1.02M | 0.87% | +192+1.7% | Added |
| AFS Financial Group, LLC | 11,321 | $1.02M | 0.96% | −11,573−50.6% | Reduced |
| Allred Capital Management, LLC | 11,304 | $1.02M | 0.44% | −240−2.1% | Reduced |
| American National Bank | 11,271 | $1.02M | 0.16% | −25−0.2% | Reduced |
| Van Leeuwen & Company, LLC | 11,235 | $1.01M | 0.59% | +8,113+259.9% | Added |
| Tectonic Advisors LLC | 11,215 | $1.01M | 0.08% | +884+8.6% | Added |
| Smith Anglin Financial, LLC | 11,213 | $1.01M | 0.12% | −158−1.4% | Reduced |
| Congress Wealth Management LLC | 11,183 | $1.01M | 0.02% | +7,341+191.1% | Added |
| Quest Partners LLC | 11,177 | $1.01M | 0.21% | +11,177 | New |
| Americana Partners, LLC | 12,278 | $1.01M | 0.10% | −4,352−26.2% | Reduced |
| JFS Wealth Advisors, LLC | 11,111 | $1.00M | 0.09% | −569−4.9% | Reduced |
| Winthrop Capital Management, LLC | 11,057 | $998.3K | 0.33% | +11,057 | New |
| Kiley Juergens Wealth Management, LLC | 11,055 | $998.2K | 0.33% | −2,367−17.6% | Reduced |
| Woodmont Investment Counsel LLC | 11,054 | $998.1K | 0.09% | −1,245−10.1% | Reduced |
| Avitas Wealth Management LLC | 11,037 | $996.5K | 0.17% | +238+2.2% | Added |
| Hayek Kallen Investment Management | 11,005 | $994.0K | 0.42% | −350−3.1% | Reduced |
| Cheviot Value Management, LLC | 11,009 | $994.0K | 0.21% | −902−7.6% | Reduced |
| Confluence Wealth Services, Inc. | 11,007 | $993.8K | 0.11% | +18+0.2% | Added |