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 |
|---|---|---|---|---|---|
| Profit Investment Management, LLC | 9,228 | $833.2K | 0.48% | +692+8.1% | Added |
| Trust Co of Virginia | 9,204 | $831.0K | 0.08% | −84,512−90.2% | Reduced |
| LexAurum Advisors, LLC | 9,199 | $830.6K | 0.22% | −1,500−14.0% | Reduced |
| Jupiter Wealth Management LLC | 9,195 | $830.2K | 0.49% | +1,125+13.9% | Added |
| Trust Investment Advisors | 9,192 | $829.9K | 0.65% | −3,928−29.9% | Reduced |
| Marcum Wealth, LLC | 9,174 | $828.3K | 0.09% | −847−8.5% | Reduced |
| Sweet Financial Partners, LLC | 9,173 | $828.2K | 0.20% | −84−0.9% | Reduced |
| Prestige Wealth Management Group LLC | 9,095 | $823.9K | 0.19% | +1,199+15.2% | Added |
| Bridge Advisory, LLC | 9,115 | $823.0K | 0.41% | −437−4.6% | Reduced |
| Wendell David Associates Inc | 9,105 | $822.0K | 0.09% | −1,961−17.7% | Reduced |
| Norden Group LLC | 9,098 | $821.5K | 0.14% | −3,466−27.6% | Reduced |
| VitalStone Financial, LLC | 9,080 | $820.0K | 0.66% | +7,833+628.1% | Added |
| Westside Investment Management, Inc. | 9,073 | $819.2K | 0.21% | −3,288−26.6% | Reduced |
| Simon Quick Advisors, LLC | 9,068 | $818.8K | 0.07% | +554+6.5% | Added |
| Armstrong Henry H Associates Inc | 9,059 | $817.9K | 0.09% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 9,053 | $817.4K | 0.06% | −555−5.8% | Reduced |
| Symmetry Partners, LLC | 9,040 | $817.0K | 0.04% | +5,129+131.1% | Added |
| Successful Portfolios LLC | 9,020 | $814.4K | 0.61% | +637+7.6% | Added |
| Zullo Investment Group, Inc. | 8,999 | $812.6K | 0.42% | −147−1.6% | Reduced |
| Joule Financial, LLC | 8,994 | $812.1K | 0.38% | +5,985+198.9% | Added |
| Clear Harbor Asset Management, LLC | 8,986 | $811.3K | 0.08% | −1,505−14.3% | Reduced |
| Ellevest, Inc. | 8,967 | $809.6K | 0.06% | +2,979+49.7% | Added |
| Vance Wealth, Inc. | 8,958 | $808.8K | 0.35% | −487−5.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 8,955 | $808.5K | 0.08% | −185,422−95.4% | Reduced |
| Chesapeake Asset Management LLC | 8,954 | $808.5K | 0.72% | −370−4.0% | Reduced |
| Audent Global Asset Management, LLC | 8,913 | $804.7K | 0.96% | −2,080−18.9% | Reduced |
| Pflug Koory, LLC | 8,902 | $803.8K | 0.43% | +135+1.5% | Added |
| Arvest Investments, Inc. | 8,902 | $803.8K | 0.13% | +8,902 | New |
| Fidelis Capital Partners, LLC | 8,887 | $802.4K | 0.18% | +2,543+40.1% | Added |
| Sippican Capital Advisors | 8,883 | $802.0K | 0.63% | +402+4.7% | Added |
| Laidlaw Wealth Management LLC | 8,879 | $801.7K | 0.29% | −5,273−37.3% | Reduced |
| US Asset Management LLC | 8,834 | $798.0K | 0.79% | +8,834 | New |
| Balentine LLC | 8,834 | $797.6K | 0.03% | +1,955+28.4% | Added |
| United Community Bank | 8,828 | $797.1K | 0.34% | +3,358+61.4% | Added |
| Opinicus Capital, Inc. | 8,827 | $797.0K | 0.81% | +8,827 | New |
| S.E.E.D. Planning Group LLC | 8,825 | $796.8K | 0.32% | +3,357+61.4% | Added |
| Spreng Capital Management, Inc. | 8,813 | $795.7K | 0.50% | −1,487−14.4% | Reduced |
| Gradient Investments LLC | 8,733 | $788.5K | 0.02% | −193−2.2% | Reduced |
| Biltmore Family Office, LLC | 8,693 | $787.7K | 0.16% | −100−1.1% | Reduced |
| IFG Advisory, LLC | 8,722 | $787.6K | 0.06% | +208+2.4% | Added |
| Bath Savings Trust Co | 8,706 | $786.1K | 0.09% | −725−7.7% | Reduced |
| Strid Group, LLC | 8,702 | $785.7K | 0.16% | +8,702 | New |
| Aries Wealth Management | 8,696 | $785.2K | 0.28% | +2,465+39.6% | Added |
| Cim Investment Mangement Inc | 8,690 | $784.6K | 0.25% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 8,673 | $783.1K | 0.32% | −1,516−14.9% | Reduced |
| Garde Capital, Inc. | 8,663 | $782.0K | 0.06% | −3,707−30.0% | Reduced |
| MCF Advisors LLC | 8,644 | $782.0K | 0.06% | −2,442−22.0% | Reduced |
| Aberdeen Wealth Management LLC | 8,659 | $781.8K | 0.57% | 00.0% | Unchanged |
| Trust Point Inc. | 8,654 | $781.4K | 0.06% | +8,654 | New |
| Wintrust Investments LLC | 8,646 | $781.0K | 0.08% | −1,387−13.8% | Reduced |
| CFM Wealth Partners LLC | 8,646 | $780.6K | 0.18% | −2,455−22.1% | Reduced |
| Humankind Investments LLC | 8,635 | $779.7K | 0.23% | −919−9.6% | Reduced |
| Investors Research Corp | 8,622 | $778.5K | 0.19% | −475−5.2% | Reduced |
| Oakworth Capital, Inc. | 8,613 | $777.7K | 0.06% | −410−4.5% | Reduced |
| Sandhill Capital Partners LLC | 8,597 | $776.2K | 0.06% | −133−1.5% | Reduced |
| Avestar Capital, LLC | 8,552 | $774.5K | 0.10% | +3,529+70.3% | Added |
| St. Johns Investment Management Company, LLC | 8,569 | $773.7K | 0.40% | +2,039+31.2% | Added |
| ERn Financial, LLC | 8,388 | $773.5K | 0.15% | −1,066−11.3% | Reduced |
| Consolidated Portfolio Review Corp | 8,559 | $772.8K | 0.18% | −1,543−15.3% | Reduced |
| Keystone Financial Group | 8,514 | $768.7K | 0.13% | −3,540−29.4% | Reduced |
| Breakwater Capital Group | 8,081 | $768.4K | 0.22% | +321+4.1% | Added |
| Maia Wealth LLC | 8,488 | $766.3K | 0.31% | +8,488 | New |
| Wolf Group Capital Advisors | 8,563 | $764.5K | 0.36% | −59−0.7% | Reduced |
| Live Oak Investment Partners | – | $764.1K | 0.70% | – | – |
| Penserra Capital Management LLC | 8,467 | $763.0K | 0.01% | −1,771−17.3% | Reduced |
| Vista Investment Partners LLC | 8,421 | $760.3K | 0.28% | +8,421 | New |
| Cooper Financial Group | 8,396 | $758.1K | 0.14% | +554+7.1% | Added |
| Gleason Group, Inc. | 8,394 | $757.9K | 0.17% | +1,896+29.2% | Added |
| Nicolet Bankshares Inc | 8,371 | $755.8K | 0.20% | +487+6.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 8,308 | $750.2K | 0.05% | −42−0.5% | Reduced |
| Farmers Trust Co | 8,271 | $746.8K | 0.16% | +3,754+83.1% | Added |
| Hedges Asset Management LLC | 8,250 | $744.9K | 0.58% | +200+2.5% | Added |
| Arrowroot Family Office, LLC | 8,231 | $743.1K | 0.53% | −1,969−19.3% | Reduced |
| Investment Partners, Ltd. | 8,226 | $742.8K | 0.37% | −356−4.1% | Reduced |
| Youngs Advisory Group, Inc. | 8,205 | $740.8K | 0.37% | +956+13.2% | Added |
| Founders Financial Alliance, LLC | 8,180 | $738.6K | 0.29% | −40−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 8,173 | $737.9K | 0.10% | −927−10.2% | Reduced |
| CIC Wealth, LLC | 8,160 | $736.8K | 0.23% | −1,111−12.0% | Reduced |
| Creative Financial Designs Inc | 8,155 | $736.3K | 0.07% | +5,232+179.0% | Added |
| Change Path, LLC | 8,128 | $734.0K | 0.05% | +1,358+20.1% | Added |
| Harmony Asset Management LLC | 8,121 | $733.2K | 0.31% | +8,121 | New |
| Proffitt & Goodson Inc | 8,110 | $732.3K | 0.14% | +597+7.9% | Added |
| Peoples Bank | 8,102 | $731.5K | 0.59% | −895−9.9% | Reduced |
| Weaver Consulting Group | 8,085 | $730.0K | 0.30% | +206+2.6% | Added |
| Accredited Investors Inc. | 8,082 | $729.7K | 0.05% | +69+0.9% | Added |
| First National Advisers, LLC | 8,079 | $729.5K | 0.21% | +3,200+65.6% | Added |
| Tobam | 8,076 | $729.0K | 0.06% | −886−9.9% | Reduced |
| Dohj, LLC | 8,041 | $726.1K | 0.21% | −1,276−13.7% | Reduced |
| Sonnipe Ltd | 8,034 | $725.4K | 0.09% | 00.0% | Unchanged |
| First United Bank Trust | 8,034 | $725.4K | 0.29% | −1,636−16.9% | Reduced |
| First National Bank Sioux Falls | 8,017 | $723.9K | 0.37% | +2,593+47.8% | Added |
| Outfitter Financial LLC | 8,010 | $723.2K | 0.63% | −4,170−34.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,004 | $722.7K | 0.29% | +8,004 | New |
| Cape Ann Savings Bank | 7,524 | $722.7K | 0.48% | +546+7.8% | Added |
| Cozad Asset Management Inc | 7,973 | $719.9K | 0.08% | −513−6.0% | Reduced |
| Advisory Alpha, LLC | 7,971 | $719.8K | 0.03% | +609+8.3% | Added |
| Johnson Financial Group, Inc. | 7,940 | $718.2K | 0.04% | +2,255+39.7% | Added |
| Spectrum Wealth Advisory Group, LLC | 7,950 | $717.8K | 0.89% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 7,950 | $717.8K | 0.12% | +3,045+62.1% | Added |
| Silver Oak Securities, Inc | 7,932 | $716.2K | 0.10% | +5,376+210.3% | Added |