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
- 3,010
- +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
- 928 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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Morningstar Investment Services LLC | 1,515,399 | $137.0M | 0.77% | +894,769+144.2% | Added |
| Prudential Financial Inc | 1,494,051 | $135.7M | 0.20% | −254,517−14.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,475,757 | $133.2M | 0.48% | −87,264−5.6% | Reduced |
| Truist Financial Corp | 1,465,102 | $132.3M | 0.21% | −159,402−9.8% | Reduced |
| Neuberger Berman Group LLC | 1,413,876 | $127.7M | 0.11% | −81,147−5.4% | Reduced |
| Federated Hermes, Inc. | 1,402,765 | $126.7M | 0.31% | −49,691−3.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,398,258 | $126.2M | 0.56% | +426,565+43.9% | Added |
| American Century Companies Inc | 1,395,965 | $126.0M | 0.09% | −135,520−8.8% | Reduced |
| Saratoga Research & Investment Management | 1,386,519 | $125.2M | 5.78% | −139,042−9.1% | Reduced |
| Stifel Financial Corp | 1,386,030 | $125.1M | 0.16% | −3150.0% | Reduced |
| Toronto Dominion Bank | 1,355,168 | $122.4M | 0.18% | +5,050+0.4% | Added |
| Coho Partners, Ltd. | 1,339,664 | $121.0M | 2.81% | −99,034−6.9% | Reduced |
| Putnam Investments LLC | 1,310,892 | $118.4M | 0.16% | +23,573+1.8% | Added |
| Great Lakes Advisors, LLC | 1,273,492 | $115.0M | 1.10% | −300,479−19.1% | Reduced |
| TD Asset Management Inc | 1,266,350 | $114.3M | 0.11% | +98,535+8.4% | Added |
| Russell Investments Group, Ltd. | 1,251,674 | $113.0M | 0.20% | −86,783−6.5% | Reduced |
| Everett Harris & Co | 1,239,763 | $111.9M | 1.60% | +2,469+0.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,231,564 | $111.2M | 0.52% | −255,874−17.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,211,970 | $109.4M | 0.26% | −79,948−6.2% | Reduced |
| Empower Advisory Group, LLC | 1,202,091 | $108.5M | 0.43% | +600,314+99.8% | Added |
| Voya Investment Management LLC | 1,201,927 | $108.5M | 0.11% | +209,390+21.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 1,187,500 | $107.6M | 1.41% | +515,500+76.7% | Added |
| US Bancorp | 1,165,156 | $105.2M | 0.16% | −37,128−3.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,152,428 | $104.0M | 0.14% | +722,233+167.9% | Added |
| Scotia Capital Inc. | 1,144,815 | $103.4M | 0.67% | −145,222−11.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,120,324 | $101.2M | 0.29% | −50,097−4.3% | Reduced |
| Storebrand Asset Management AS | 1,107,410 | $100.0M | 0.36% | +324,758+41.5% | Added |
| Causeway Capital Management LLC | 1,102,237 | $99.5M | 2.53% | +13,695+1.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,083,495 | $97.8M | 0.98% | +1,083,495 | New |
| Scharf Investments, LLC | 1,057,501 | $95.5M | 2.62% | +1,057,501 | New |
| Focused Investors LLC | 1,052,200 | $95.0M | 3.08% | +1,052,200 | New |
| State of Wisconsin Investment Board | 1,047,689 | $94.6M | 0.27% | +7,916+0.8% | Added |
| FIL Ltd | 1,044,661 | $94.3M | 0.10% | −545,265−34.3% | Reduced |
| State of New Jersey Common Pension Fund D | 1,044,153 | $94.3M | 0.32% | 00.0% | Unchanged |
| Aviva PLC | 1,029,910 | $93.0M | 0.33% | +147,258+16.7% | Added |
| Shapiro Capital Management LLC | 1,029,569 | $93.0M | 2.57% | −61,705−5.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,014,369 | $91.6M | 0.17% | −39,542−3.8% | Reduced |
| Brandywine Global Investment Management, LLC | 1,014,297 | $91.6M | 0.74% | +99,958+10.9% | Added |
| Retirement Systems of Alabama | 981,867 | $88.7M | 0.38% | −10,464−1.1% | Reduced |
| Keybank National Association | 970,688 | $87.6M | 0.39% | −56,572−5.5% | Reduced |
| CIBC World Markets Corp | 955,563 | $86.3M | 0.47% | +305,688+47.0% | Added |
| Asset Management One Co.,Ltd. | 951,008 | $86.0M | 0.35% | +29,915+3.2% | Added |
| STRS Ohio | 950,991 | $85.9M | 0.36% | +26,692+2.9% | Added |
| Oldfield Partners LLP | 940,800 | $84.9M | 11.66% | +50,800+5.7% | Added |
| Quintet Private Bank (Europe) S.A. | 939,052 | $84.8M | 5.28% | −20,029−2.1% | Reduced |
| Parnassus Investments | 926,321 | $83.6M | 0.19% | +73,537+8.6% | Added |
| M&T Bank Corp | 923,356 | $83.4M | 0.31% | +89,299+10.7% | Added |
| Public Employees Retirement System of Ohio | 923,220 | $83.4M | 0.33% | +3,435+0.4% | Added |
| Two Sigma Investments, LP | 914,776 | $82.6M | 0.20% | +563,685+160.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 912,577 | $82.4M | 0.13% | −9,025−1.0% | Reduced |
| Employees Retirement System of Texas | 872,798 | $78.8M | 0.92% | +230,000+35.8% | Added |
| AMF Pensionsforsakring AB | 870,503 | $78.6M | 0.67% | +33,600+4.0% | Added |
| Mar Vista Investment Partners LLC | 863,522 | $78.0M | 3.56% | +75,848+9.6% | Added |
| Mn Services Vermogensbeheer B.V. | 863,470 | $78.0M | 0.70% | −25,200−2.8% | Reduced |
| Mariner, LLC | 845,953 | $76.4M | 0.18% | −81,691−8.8% | Reduced |
| 1832 Asset Management L.P. | 835,799 | $75.5M | 0.14% | +241,386+40.6% | Added |
| Treasurer of the State of North Carolina | 835,205 | $75.4M | 0.36% | +7,960+1.0% | Added |
| Employees Provident Fund Board | 833,979 | $75.3M | 1.47% | +46,245+5.9% | Added |
| Advisor Group Holdings, Inc. | 826,265 | $74.6M | 0.13% | −223,615−21.3% | Reduced |
| Rockefeller Capital Management L.P. | 820,208 | $74.1M | 0.25% | −19,504−2.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 818,642 | $73.9M | 0.08% | +809,526+8,880.3% | Added |
| Pathstone Holdings, LLC | 812,930 | $73.5M | 0.40% | +812,930 | New |
| Simplex Trading, LLC | 812,984 | $73.4M | 2.29% | +812,984 | New |
| Commerzbank Aktiengesellschaft | 800,646 | $72.3M | 2.87% | −9,826−1.2% | Reduced |
| Fifth Third Bancorp | 790,737 | $71.4M | 0.30% | −67,926−7.9% | Reduced |
| State of Tennessee, Treasury Department | 774,234 | $69.9M | 0.27% | +48,875+6.7% | Added |
| Schroder Investment Management Group | 774,135 | $69.9M | 0.09% | −325,196−29.6% | Reduced |
| Korea Investment CORP | 753,313 | $68.0M | 0.18% | +97,214+14.8% | Added |
| State of Michigan Retirement System | 750,966 | $67.8M | 0.40% | +249,400+49.7% | Added |
| Balyasny Asset Management LLC | 750,940 | $67.8M | 0.19% | +89,641+13.6% | Added |
| Royal London Asset Management Ltd | 750,454 | $67.8M | 0.19% | +5,607+0.8% | Added |
| H&H International Investment, LLCSuperinvestorH&H International Investment | 749,700 | $67.7M | 0.47% | −50,000−6.3% | Reduced |
| Cerity Partners LLC | 742,062 | $67.1M | 0.22% | +148,434+25.0% | Added |
| Artisan Partners Limited Partnership | 738,956 | $66.7M | 0.10% | +22,238+3.1% | Added |
| Los Angeles Capital Management LLC | 712,342 | $64.3M | 0.24% | +305,317+75.0% | Added |
| Nan Shan Life Insurance Co., Ltd. | 709,707 | $64.1M | 1.55% | −10,908−1.5% | Reduced |
| CIBC World Markets Inc. | 709,559 | $64.1M | 0.18% | −159,792−18.4% | Reduced |
| Twinbeech Capital LP | 705,846 | $63.7M | 1.03% | +705,846 | New |
| Janney Montgomery Scott LLC | 698,543 | $63.1M | 0.20% | −13,506−1.9% | Reduced |
| Impax Asset Management Group plc | 692,330 | $62.5M | 0.25% | −199,516−22.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 685,028 | $61.9M | 0.58% | −39,207−5.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 677,603 | $61.1M | 0.72% | +10,623+1.6% | Added |
| Verition Fund Management LLC | 669,180 | $60.4M | 0.61% | +647,448+2,979.2% | Added |
| Tairen Capital Ltd | 663,900 | $59.9M | 4.20% | +663,900 | New |
| Klingenstein Fields & Co LP | 643,272 | $58.1M | 2.59% | −16,922−2.6% | Reduced |
| Douglas Lane & Associates, LLC | 641,992 | $58.0M | 0.89% | +30,961+5.1% | Added |
| Squarepoint Ops LLC | 636,919 | $57.5M | 0.23% | +413,944+185.6% | Added |
| Granite Group Advisors, LLC | 500,942 | $56.3M | 39.79% | +500,942 | New |
| Cohen Klingenstein LLC | 621,653 | $56.1M | 2.30% | −2,603−0.4% | Reduced |
| King Luther Capital Management Corp | 615,234 | $55.5M | 0.27% | −161,101−20.8% | Reduced |
| Creative Planning | 608,218 | $54.9M | 0.10% | −27,828−4.4% | Reduced |
| Victory Capital Management Inc | 607,875 | $54.9M | 0.06% | −6,200−1.0% | Reduced |
| Nomura Asset Management Co Ltd | 606,466 | $54.8M | 0.23% | +12,786+2.2% | Added |
| Summitry LLC | 603,468 | $54.5M | 3.16% | −27,406−4.3% | Reduced |
| Calamos Advisors LLC | 588,408 | $53.1M | 0.27% | −4,608−0.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 614,633 | $53.1M | 1.53% | +22,048+3.7% | Added |
| Bartlett & Co. LLC | 575,364 | $52.2M | 0.85% | −43,164−7.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 575,364 | $52.2M | 0.85% | −43,164−7.0% | Reduced |
| Compagnie Lombard Odier SCmA | 574,152 | $51.8M | 0.96% | +39,188+7.3% | Added |
| Nisa Investment Advisors, LLC | 573,448 | $51.8M | 0.37% | +5,265+0.9% | Added |