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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 10,999 | $993.1K | 0.19% | +2,712+32.7% | Added |
| Ausdal Financial Partners, Inc. | 10,892 | $983.4K | 0.12% | +109+1.0% | Added |
| Balboa Wealth Partners | 10,888 | $983.1K | 0.33% | −2,051−15.9% | Reduced |
| Forbes J M & Co LLP | 10,887 | $983.0K | 0.11% | −83−0.8% | Reduced |
| Strategic Blueprint, LLC | 10,878 | $982.1K | 0.08% | −1,366−11.2% | Reduced |
| Romano Brothers and Company | 10,873 | $981.7K | 0.15% | −5,085−31.9% | Reduced |
| Sittner & Nelson, LLC | 10,872 | $981.6K | 0.52% | −1,375−11.2% | Reduced |
| Skopos Labs, Inc. | 10,869 | $981.4K | 0.47% | +10,869 | New |
| Octavia Wealth Advisors, LLC | 10,821 | $980.2K | 0.17% | −165−1.5% | Reduced |
| Old Mission Investment Co LLC | 10,827 | $977.6K | 0.34% | −798−6.9% | Reduced |
| MV Capital Management, Inc. | 10,820 | $976.9K | 0.12% | −9,508−46.8% | Reduced |
| StoneX Group Inc. | 10,780 | $976.4K | 0.10% | −8,454−44.0% | Reduced |
| DB Fitzpatrick & Co, Inc | 10,791 | $974.3K | 0.93% | −2,808−20.6% | Reduced |
| Chicago Capital, LLC | 10,780 | $973.3K | 0.04% | +3,186+42.0% | Added |
| Uncommon Cents Investing LLC | 10,778 | $973.1K | 0.32% | −465−4.1% | Reduced |
| ELCO Management Co., LLC | 10,706 | $966.6K | 0.64% | −757−6.6% | Reduced |
| Grimes & Company, Inc. | 10,692 | $965.4K | 0.03% | +1,222+12.9% | Added |
| Davis Capital Management | 10,676 | $963.9K | 0.93% | +10,676 | New |
| Glassman Wealth Services | 10,672 | $963.5K | 0.14% | −837−7.3% | Reduced |
| Intrust Bank NA | 10,671 | $963.5K | 0.11% | +2,296+27.4% | Added |
| Nemes Rush Group LLC | 10,643 | $960.9K | 0.16% | −1,557−12.8% | Reduced |
| Mechanics Financial Corp | 10,634 | $960.1K | 0.54% | +68+0.6% | Added |
| Abbot Financial Management, Inc. | 10,594 | $956.5K | 0.58% | +191+1.8% | Added |
| Ballast, Inc. | 10,519 | $949.8K | 0.33% | +1,084+11.5% | Added |
| Secure Asset Management, LLC | 10,515 | $949.4K | 0.26% | +209+2.0% | Added |
| Covey Capital Advisors, LLC | 10,495 | $947.6K | 1.20% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 10,484 | $946.6K | 0.09% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 10,467 | $945.1K | 0.58% | +1,546+17.3% | Added |
| XML Financial, LLC | 10,410 | $939.9K | 0.10% | −120−1.1% | Reduced |
| Schmidt P J Investment Management Inc | 9,833 | $937.7K | 0.19% | −38,546−79.7% | Reduced |
| Clear Creek Financial Management, LLC | 10,359 | $935.7K | 0.15% | −44−0.4% | Reduced |
| Sutton Place Investors LLC | 10,359 | $935.3K | 0.68% | +10,359 | New |
| Alliance Wealth Advisors, LLC | 10,320 | $931.8K | 0.31% | +575+5.9% | Added |
| MeadowBrook Investment Advisors LLC | 10,296 | $929.6K | 0.89% | +10,296 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,293 | $929.4K | 0.18% | +242+2.4% | Added |
| HF Advisory Group, LLC | 10,246 | $925.1K | 0.59% | +701+7.3% | Added |
| Pinnacle Holdings, LLC | 10,246 | $925.1K | 0.38% | −97−0.9% | Reduced |
| Rockingstone Advisors LLC | 10,239 | $924.5K | 0.52% | −780−7.1% | Reduced |
| Southeast Asset Advisors Inc. | 10,199 | $920.8K | 0.12% | −1,399−12.1% | Reduced |
| Prostatis Group LLC | 10,180 | $919.2K | 0.38% | +279+2.8% | Added |
| Argent Advisors, Inc. | 10,178 | $919.0K | 0.40% | −650−6.0% | Reduced |
| Cidel Asset Management Inc | 10,161 | $917.4K | 0.04% | +10,161 | New |
| Circle Wealth Management, LLC | 10,158 | $917.1K | 0.02% | −1,009−9.0% | Reduced |
| Widmann Financial Services, Inc. | 10,157 | $917.0K | 0.83% | −370−3.5% | Reduced |
| Connecticut Wealth Management, LLC | 10,126 | $914.3K | 0.05% | +446+4.6% | Added |
| Clare Market Investments LLC | 10,114 | $913.2K | 0.32% | −2,590−20.4% | Reduced |
| Bank of Stockton | 9,768 | $909.0K | 0.30% | +174+1.8% | Added |
| Salvus Wealth Management, LLC | 10,059 | $908.2K | 0.65% | −50−0.5% | Reduced |
| First County Bank | 10,059 | $908.2K | 0.44% | −53−0.5% | Reduced |
| Charles Schwab Trust Co | 10,055 | $907.9K | 0.09% | −1,684−14.3% | Reduced |
| Hartline Investment Corp | 10,051 | $907.5K | 0.15% | 00.0% | Unchanged |
| RedJay Asset Management Inc. | 10,000 | $902.9K | 0.93% | +10,000 | New |
| TLWM | 9,996 | $902.5K | 0.21% | +132+1.3% | Added |
| Blueshift Asset Management, LLC | 9,995 | $902.4K | 0.48% | +9,995 | New |
| Abundance Wealth Counselors | 9,978 | $901.0K | 0.23% | +61+0.6% | Added |
| Forte Capital LLC | 9,963 | $899.6K | 0.12% | +125+1.3% | Added |
| FRG Family Wealth Advisors LLC | 9,958 | $899.1K | 0.18% | −6,811−40.6% | Reduced |
| Inscription Capital, LLC | 9,957 | $899.1K | 0.25% | −105−1.0% | Reduced |
| ZWJ Investment Counsel Inc | 9,929 | $896.5K | 0.05% | −49−0.5% | Reduced |
| Oak Thistle LLC | 9,917 | $895.4K | 0.26% | +9,917 | New |
| Eads & Heald Wealth Management | 9,887 | $893.0K | 0.43% | −188−1.9% | Reduced |
| Bremer Bank National Association | 9,880 | $892.1K | 0.17% | −21−0.2% | Reduced |
| Samalin Investment Counsel, LLC | 9,867 | $890.9K | 0.45% | +229+2.4% | Added |
| Moody Lynn & Lieberson, LLC | 9,820 | $886.6K | 0.07% | −10,632−52.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 9,816 | $886.3K | 0.27% | +991+11.2% | Added |
| Apexium Financial, LP | 9,808 | $885.5K | 0.06% | +1,440+17.2% | Added |
| Highline Wealth Partners LLC | 9,801 | $884.9K | 0.43% | +89+0.9% | Added |
| TCM Advisors, LLC | – | $884.8K | 0.72% | – | – |
| Burford Brothers, Inc. | 9,740 | $879.4K | 0.62% | +9,740 | New |
| United Bank | 9,739 | $879.3K | 0.49% | +2,519+34.9% | Added |
| Resource Consulting Group Inc | 9,734 | $878.9K | 0.15% | +2,783+40.0% | Added |
| Burney Co | 9,716 | $877.2K | 0.04% | −608−5.9% | Reduced |
| Icon Advisers Inc | 9,700 | $875.8K | 0.20% | 00.0% | Unchanged |
| True North Advisors, LLC | 9,657 | $872.0K | 0.22% | −988−9.3% | Reduced |
| Eastern Bank | 9,633 | $869.8K | 0.04% | +500+5.5% | Added |
| Cornerstone Advisory, LLC | 9,623 | $868.8K | 0.14% | −1,658−14.7% | Reduced |
| Zevenbergen Capital Investments LLC | 9,615 | $868.1K | 0.02% | −1,680−14.9% | Reduced |
| Sachetta, LLC | 9,601 | $868.0K | 0.41% | +9,601 | New |
| Optimum Investment Advisors | 9,583 | $865.2K | 0.44% | −887−8.5% | Reduced |
| Legacy Advisory Services, LLC | 9,572 | $864.2K | 0.91% | +9,572 | New |
| Ronald Blue Trust, Inc. | 10,656 | $864.0K | 0.01% | −1,535−12.6% | Reduced |
| Valley Brook Capital Group | 9,562 | $863.3K | 0.75% | −688−6.7% | Reduced |
| Equitable Trust Co | 9,516 | $859.2K | 0.06% | +1,129+13.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9,512 | $858.8K | 0.15% | −530−5.3% | Reduced |
| Enterprise Bank & Trust Co | 9,498 | $857.6K | 0.31% | +1,280+15.6% | Added |
| AlphaStar Capital Management, LLC | 9,494 | $857.2K | 0.08% | −1,832−16.2% | Reduced |
| Bowen Hanes & Co Inc | 9,450 | $853.2K | 0.03% | −3,200−25.3% | Reduced |
| Larson Financial Group LLC | 9,425 | $851.0K | 0.07% | −665−6.6% | Reduced |
| Piscataqua Savings Bank | 9,403 | $848.9K | 0.79% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 9,380 | $846.9K | 0.65% | −220−2.3% | Reduced |
| Greenfield Seitz Capital Management, LLC | 9,372 | $846.2K | 0.34% | +9,372 | New |
| Intact Investment Management Inc. | 9,350 | $844.2K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 6,684 | $842.4K | 0.15% | +6,684 | New |
| Boston Trust Walden Corp | 9,326 | $842.0K | 0.01% | −108−1.1% | Reduced |
| Three Bridge Wealth Advisors, LLC | 9,246 | $841.2K | 0.29% | −12,523−57.5% | Reduced |
| Monterey Private Wealth, Inc. | 9,311 | $840.7K | 0.38% | +74+0.8% | Added |
| Castlekeep Investment Advisors LLC | 9,298 | $839.5K | 0.60% | +9,298 | New |
| Garrison Point Advisors, LLC | 9,292 | $839.0K | 0.59% | −555−5.6% | Reduced |
| Alps Advisors Inc | 9,229 | $833.3K | 0.01% | −105−1.1% | Reduced |
| Hilltop Partners LLC | 9,229 | $833.3K | 0.33% | −2,999−24.5% | Reduced |