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 |
|---|---|---|---|---|---|
| Ridgecrest Wealth Partners, LLC | 7,919 | $715.0K | 0.47% | +4+0.1% | Added |
| Seeds Investor LLC | 7,904 | $713.7K | 0.81% | +7,904 | New |
| Dearborn Partners LLC | 7,902 | $713.5K | 0.03% | −1,170−12.9% | Reduced |
| Schulhoff & Co Inc | 7,890 | $712.4K | 0.34% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 7,879 | $711.4K | 0.27% | +10+0.1% | Added |
| Beacon Financial Advisory LLC | 7,868 | $710.4K | 0.34% | +845+12.0% | Added |
| Rocky Mountain Advisers, LLC | 7,858 | $709.5K | 0.25% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 7,829 | $707.7K | 0.43% | −154−1.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 7,807 | $707.3K | 0.07% | +7,807 | New |
| Platform Technology Partners | 6,465 | $706.5K | 0.27% | −432−6.3% | Reduced |
| Marino, Stram & Associates LLC | 7,821 | $706.1K | 0.18% | −154−1.9% | Reduced |
| LGL Partners, LLC | 7,814 | $705.5K | 0.10% | −511−6.1% | Reduced |
| Transcendent Capital Group LLC | 7,804 | $704.6K | 0.47% | +7,804 | New |
| Key Client Fiduciary Advisors, LLC | 7,800 | $704.3K | 0.41% | −345−4.2% | Reduced |
| CX Institutional | 7,785 | $702.9K | 0.04% | +4,420+131.4% | Added |
| Gables Capital Management Inc. | 7,776 | $702.1K | 0.44% | −135−1.7% | Reduced |
| Wealth Advisory Solutions, LLC | 7,762 | $700.8K | 0.24% | −27−0.3% | Reduced |
| CoreFirst Bank & Trust | 7,747 | $699.5K | 0.46% | −626−7.5% | Reduced |
| Keystone Wealth Services, LLC | 7,745 | $699.3K | 0.24% | −310−3.8% | Reduced |
| Angeles Wealth Management, LLC | 7,745 | $699.3K | 0.09% | −1,739−18.3% | Reduced |
| Valmark Advisers, Inc. | 7,744 | $699.2K | 0.01% | +359+4.9% | Added |
| Nadler Financial Group, Inc. | 7,740 | $698.8K | 0.09% | −1,472−16.0% | Reduced |
| Main Street Financial Solutions, LLC | 7,734 | $698.3K | 0.09% | −160−2.0% | Reduced |
| First Command Advisory Services, Inc. | 7,713 | $696.4K | 0.01% | −153−1.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,711 | $696.2K | 0.02% | −114−1.5% | Reduced |
| Valicenti Advisory Services Inc | 7,709 | $696.0K | 0.21% | −220−2.8% | Reduced |
| Financial Advisory Corp | 7,703 | $696.0K | 0.32% | +2,430+46.1% | Added |
| Itau Unibanco Holding S.A. | 7,701 | $695.3K | 0.02% | −20,956−73.1% | Reduced |
| Cornerstone National Bank & Trust Co | 7,701 | $695.3K | 0.37% | −343−4.3% | Reduced |
| Lake Street Financial LLC | 7,690 | $694.4K | 0.11% | +280+3.8% | Added |
| Williamson Legacy Group, LLC | 7,676 | $693.1K | 0.64% | +7,676 | New |
| Moisand Fitzgerald Tamayo, LLC | 7,670 | $692.6K | 0.12% | +478+6.6% | Added |
| Excalibur Management Corp | 7,653 | $692.4K | 0.33% | +230+3.1% | Added |
| Centurion Wealth Management LLC | 7,658 | $691.5K | 0.30% | +590+8.3% | Added |
| Aire Advisors, LLC | 7,636 | $689.5K | 0.17% | +2,150+39.2% | Added |
| Palogic Value Management, L.P. | 7,630 | $688.9K | 0.31% | +1,049+15.9% | Added |
| Oxler Private Wealth LLC | 7,619 | $687.9K | 0.57% | −561−6.9% | Reduced |
| Papp L Roy & Associates | 7,592 | $685.4K | 0.09% | −5,608−42.5% | Reduced |
| Aull & Monroe Investment Management Corp | 7,585 | $684.9K | 0.34% | −200−2.6% | Reduced |
| TrinityPoint Wealth, LLC | 7,573 | $683.8K | 0.12% | −191−2.5% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,566 | $683.1K | 0.51% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 7,537 | $683.0K | 0.74% | −2,051−21.4% | Reduced |
| Aaron Wealth Advisors | 7,562 | $682.7K | 0.11% | +1,016+15.5% | Added |
| Harbor Investment Advisory, LLC | 7,559 | $682.5K | 0.08% | −641−7.8% | Reduced |
| WESCAP Management Group, Inc. | 7,551 | $681.8K | 0.22% | −215−2.8% | Reduced |
| PAX Financial Group, LLC | 6,166 | $681.6K | 0.14% | +821+15.4% | Added |
| Liberty Wealth Management LLC | 7,542 | $681.0K | 0.15% | −100−1.3% | Reduced |
| Verdence Capital Advisors LLC | 7,534 | $680.2K | 0.07% | −64−0.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,470 | $680.0K | 0.46% | −357−4.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,522 | $679.2K | 0.06% | −1,094−12.7% | Reduced |
| Greenland Capital Management LP | 7,517 | $678.7K | 0.10% | +7,517 | New |
| Triumph Capital Management | 7,481 | $677.6K | 0.29% | +367+5.2% | Added |
| Cypress Wealth Services, LLC | 7,487 | $676.0K | 0.17% | −2,482−24.9% | Reduced |
| Lewis Asset Management, LLC | 7,475 | $674.9K | 0.62% | +7,475 | New |
| Arnhold LLC | 7,464 | $673.9K | 0.08% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 7,450 | $672.7K | 0.29% | +7,450 | New |
| Evolution Wealth Advisors, LLC | 7,442 | $671.9K | 0.14% | +1,842+32.9% | Added |
| Quent Capital, LLC | 7,439 | $671.7K | 0.09% | +823+12.4% | Added |
| DeDora Capital, Inc. | 7,431 | $671.0K | 0.24% | +11+0.1% | Added |
| Edge Capital Group, LLC | 7,420 | $670.0K | 0.04% | +602+8.8% | Added |
| Truepoint, Inc. | 7,416 | $669.6K | 0.02% | +1,377+22.8% | Added |
| Saybrook Capital | 7,400 | $668.0K | 0.19% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 7,397 | $667.9K | 0.07% | −512−6.5% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,396 | $667.8K | 0.28% | +76+1.0% | Added |
| Paulson Wealth Management Inc. | 7,389 | $667.2K | 0.21% | +2,132+40.6% | Added |
| Mizuho Markets Cayman LP | 7,388 | $667.1K | 0.58% | −6,235−45.8% | Reduced |
| WealthPLAN Partners, LLC | 7,366 | $665.1K | 0.07% | +2,243+43.8% | Added |
| Aspen Wealth Strategies, LLC | 7,366 | $665.1K | 0.48% | +18+0.2% | Added |
| Goldstein Advisors, LLC | 7,358 | $664.4K | 0.11% | −80−1.1% | Reduced |
| Traphagen Investment Advisors LLC | 7,346 | $663.3K | 0.08% | +347+5.0% | Added |
| Chicago Partners Investment Group LLC | 7,091 | $663.0K | 0.03% | −298−4.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,342 | $662.9K | 0.10% | +1,632+28.6% | Added |
| Clarity Wealth Advisors, LLC | 7,297 | $658.8K | 0.25% | −158−2.1% | Reduced |
| Old Port Advisors | 7,294 | $658.6K | 0.22% | −303−4.0% | Reduced |
| West Paces Advisors Inc. | 7,287 | $658.0K | 0.18% | −75−1.0% | Reduced |
| Navellier & Associates Inc | 7,271 | $656.5K | 0.10% | +30+0.4% | Added |
| PFG Advisors | 7,256 | $655.2K | 0.05% | +133+1.9% | Added |
| MGO Private Wealth, LLC | 7,254 | $655.0K | 0.45% | +261+3.7% | Added |
| LCM Capital Management Inc | 7,251 | $654.6K | 0.47% | −30.0% | Reduced |
| Viawealth, LLC | 7,243 | $654.0K | 0.45% | −1,290−15.1% | Reduced |
| Copperleaf Capital, LLC | 7,241 | $653.8K | 0.67% | −1,435−16.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,239 | $653.6K | 0.19% | −2,879−28.5% | Reduced |
| KC Investment Advisors, LLC | 7,222 | $652.1K | 0.39% | +524+7.8% | Added |
| WealthTrust Axiom LLC | 7,170 | $647.5K | 0.22% | +663+10.2% | Added |
| Eudaimonia Partners, LLC | 7,168 | $647.2K | 0.17% | −5,665−44.1% | Reduced |
| Power Wealth Management LLC | 7,145 | $645.1K | 0.47% | +7,145 | New |
| Opal Wealth Advisors, LLC | 7,125 | $643.3K | 0.25% | +954+15.5% | Added |
| Heritage Wealth Advisors | 7,109 | $641.9K | 0.03% | −1,210−14.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,086 | $639.8K | 0.60% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7,073 | $639.0K | 0.01% | −10,403−59.5% | Reduced |
| White Pine Capital LLC | 7,075 | $638.8K | 0.25% | −1,300−15.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 7,068 | $638.1K | 0.58% | +7,068 | New |
| OneAscent Financial Services LLC | 7,062 | $638.0K | 0.08% | +3,022+74.8% | Added |
| Mechanics Bank Trust Department | 7,064 | $637.8K | 0.10% | +849+13.7% | Added |
| Central Valley Advisors, LLC | 7,055 | $637.0K | 0.37% | +7,055 | New |
| Retirement Planning Co of New England, Inc. | 7,049 | $636.4K | 0.29% | −420−5.6% | Reduced |
| EverSource Wealth Advisors, LLC | 7,041 | $635.7K | 0.06% | −3,595−33.8% | Reduced |
| Syon Capital LLC | 7,032 | $634.9K | 0.06% | +2,737+63.7% | Added |
| CV Advisors LLC | 7,020 | $633.8K | 0.46% | −8,651−55.2% | Reduced |
| Amplius Wealth Advisors, LLC | 7,012 | $633.1K | 0.08% | −491−6.5% | Reduced |