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 |
|---|---|---|---|---|---|
| Drive Wealth Management, LLC | 6,982 | $632.6K | 0.20% | +1,085+18.4% | Added |
| StrategIQ Financial Group, LLC | 7,002 | $632.2K | 0.07% | −325−4.4% | Reduced |
| Silverlake Wealth Management LLC | 6,997 | $631.8K | 0.35% | −1,410−16.8% | Reduced |
| Chatham Capital Group, Inc. | 6,964 | $628.8K | 0.13% | −16−0.2% | Reduced |
| Spinnaker Trust | 6,946 | $627.2K | 0.04% | +780+12.7% | Added |
| Icon Wealth Advisors, LLC | 6,942 | $626.8K | 0.07% | +6,942 | New |
| Mainstay Capital Management LLC | 6,930 | $625.7K | 0.12% | +816+13.3% | Added |
| ARS Wealth Advisors Group, LLC | 6,927 | $625.5K | 0.09% | −2,424−25.9% | Reduced |
| Oxford Financial Group Ltd | 6,925 | $625.2K | 0.05% | +1,799+35.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,924 | $625.2K | 0.26% | +256+3.8% | Added |
| Acorn Wealth Advisors, LLC | 6,913 | $624.2K | 0.37% | −10.0% | Reduced |
| Neo Ivy Capital Management | 6,916 | $624.0K | 1.39% | +6,916 | New |
| Wellspring Financial Advisors, LLC | 6,910 | $623.9K | 0.16% | +64+0.9% | Added |
| RVW Wealth, LLC | 6,906 | $623.5K | 0.07% | −28−0.4% | Reduced |
| Conscious Wealth Investments, LLC | 6,540 | $620.4K | 0.49% | +6,540 | New |
| PBMares Wealth Management LLC | 6,870 | $620.3K | 0.19% | −6−0.1% | Reduced |
| Liberty Capital Management, Inc. | 6,867 | $620.0K | 0.16% | −2,345−25.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,849 | $618.4K | 0.11% | −388−5.4% | Reduced |
| Masso Torrence Wealth Management Inc. | 6,838 | $617.4K | 0.42% | −25−0.4% | Reduced |
| Prosperity Consulting Group, LLC | 6,836 | $617.3K | 0.21% | −1,293−15.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,893 | $616.6K | 0.14% | −11−0.2% | Reduced |
| Indiana Trust & Investment Management CO | 6,807 | $614.6K | 0.28% | −60−0.9% | Reduced |
| Financial Management Network Inc | 6,752 | $613.8K | 0.18% | +81+1.2% | Added |
| Manchester Capital Management LLC | 6,784 | $612.5K | 0.08% | +1,262+22.9% | Added |
| Parisi Gray Wealth Management | 6,783 | $612.5K | 0.25% | −618−8.4% | Reduced |
| Lantern Wealth Advisors, LLC | 6,782 | $612.4K | 0.48% | +6,782 | New |
| Crawford Investment Counsel Inc | 6,767 | $611.0K | 0.01% | +1,006+17.5% | Added |
| Missouri Trust & Investment Co | 6,762 | $610.5K | 0.25% | −485−6.7% | Reduced |
| Aviso Wealth Management | 6,758 | $610.2K | 0.44% | +6,758 | New |
| Pacific Sun Financial Corp | 6,752 | $609.7K | 0.38% | +93+1.4% | Added |
| Coastwise Capital Group, LLC | 6,752 | $609.6K | 0.62% | +149+2.3% | Added |
| Plante Moran Financial Advisors, LLC | 6,752 | $609.6K | 0.06% | +287+4.4% | Added |
| Zacks Investment Management | 6,750 | $609.5K | 0.01% | −133−1.9% | Reduced |
| Soltis Investment Advisors LLC | 6,741 | $608.7K | 0.07% | +6+0.1% | Added |
| Formidable Asset Management, LLC | 6,732 | $607.9K | 0.13% | −18−0.3% | Reduced |
| Prospect Financial Services LLC | 6,690 | $604.0K | 0.61% | +6,690 | New |
| Palisade Asset Management, LLC | 6,687 | $603.8K | 0.07% | +829+14.2% | Added |
| NCM Capital Management, LLC | 6,684 | $603.5K | 0.37% | −175−2.6% | Reduced |
| GW Henssler & Associates Ltd | 6,671 | $602.4K | 0.04% | −81−1.2% | Reduced |
| Baldwin Investment Management, LLC | 6,658 | $601.2K | 0.09% | −1,250−15.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,618 | $597.5K | 0.26% | 00.0% | Unchanged |
| Ledyard National Bank | 6,617 | $597.4K | 0.06% | −696−9.5% | Reduced |
| James Investment Research Inc | 6,611 | $596.9K | 0.07% | −74−1.1% | Reduced |
| Abacus Planning Group, Inc. | 6,604 | $596.2K | 0.13% | −1,925−22.6% | Reduced |
| Hara Capital LLC | 6,599 | $595.8K | 0.42% | +6,599 | New |
| Oak Asset Management, LLC | 6,597 | $595.7K | 0.24% | −590−8.2% | Reduced |
| Advisor OS, LLC | 6,580 | $594.2K | 0.08% | +1,041+18.8% | Added |
| ROI Financial Advisors, LLC | 6,570 | $593.0K | 0.49% | +6,570 | New |
| West Coast Financial LLC | 6,554 | $591.8K | 0.08% | −65,182−90.9% | Reduced |
| Hexagon Capital Partners LLC | 6,554 | $591.8K | 0.14% | −1,011−13.4% | Reduced |
| LaFleur & Godfrey LLC | 6,547 | $591.1K | 0.09% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 5,285 | $589.8K | 0.16% | +2,984+129.7% | Added |
| PDS Planning, Inc | 6,508 | $587.6K | 0.07% | +1,299+24.9% | Added |
| First Heartland Consultants, Inc. | 6,506 | $587.0K | 0.07% | −77−1.2% | Reduced |
| Willner & Heller, LLC | 6,501 | $587.0K | 0.66% | +6,501 | New |
| Hunter Associates Investment Management LLC | 6,475 | $584.0K | 0.11% | −8−0.1% | Reduced |
| Point72 Hong Kong Ltd | 6,441 | $581.5K | 0.04% | +6,441 | New |
| Landaas & Co | 6,395 | $577.0K | 0.21% | −60−0.9% | Reduced |
| Milestone Asset Management, LLC | 6,387 | $576.7K | 0.19% | +233+3.8% | Added |
| American Financial Advisors, LLC | 6,374 | $575.5K | 0.09% | −216−3.3% | Reduced |
| Finer Wealth Management, Inc. | 6,364 | $574.6K | 0.43% | −1,561−19.7% | Reduced |
| Worth Financial Advisory Group, LLC | 6,346 | $572.9K | 0.46% | −1,387−17.9% | Reduced |
| Allstate Corp | 6,342 | $572.6K | 0.04% | +880+16.1% | Added |
| Gillespie Robinson & Grimm Inc | 6,333 | $571.8K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,342 | $571.6K | 0.15% | +6,342 | New |
| Citizens & Northern Corp | 6,319 | $570.5K | 0.20% | −364−5.4% | Reduced |
| Mystic Asset Management, Inc. | 6,317 | $570.4K | 0.27% | −226−3.5% | Reduced |
| B&D White Capital Company, LLC | 6,300 | $568.8K | 0.18% | +2,625+71.4% | Added |
| Barton Investment Management | 6,289 | $567.8K | 0.07% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 6,287 | $567.7K | 0.10% | −420−6.3% | Reduced |
| Grove Bank & Trust | 6,287 | $567.7K | 0.10% | −350−5.3% | Reduced |
| Blue Edge Capital, LLC | 6,284 | $567.4K | 0.11% | +400+6.8% | Added |
| Navalign, LLC | 6,269 | $566.0K | 0.20% | −2,255−26.5% | Reduced |
| Bray Capital Advisors | 6,269 | $566.0K | 0.16% | +11+0.2% | Added |
| Sheets Smith Wealth Management | 6,268 | $566.0K | 0.08% | −290−4.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,260 | $565.2K | 0.15% | +2,057+48.9% | Added |
| Peddock Capital Advisors, LLC | 6,253 | $564.6K | 0.17% | −734−10.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,245 | $563.9K | 0.14% | −530−7.8% | Reduced |
| Tompkins Financial Corp | 6,236 | $563.0K | 0.07% | −1,283−17.1% | Reduced |
| Valley National Advisers Inc | 6,226 | $562.0K | 0.09% | −266−4.1% | Reduced |
| Central Bank & Trust Co | 6,217 | $561.3K | 0.09% | −1,287−17.2% | Reduced |
| Access Investment Management LLC | 6,216 | $561.2K | 0.21% | +6,216 | New |
| Hemington Wealth Management | 6,213 | $561.0K | 0.22% | +925+17.5% | Added |
| Grant/GrossMendelsohn, LLC | 5,879 | $560.6K | 0.23% | +10.0% | Added |
| Golden State Equity Partners | 6,208 | $560.5K | 0.14% | +542+9.6% | Added |
| DF Dent & Co Inc | 6,193 | $559.2K | 0.01% | +2,587+71.7% | Added |
| Beacon Investment Advisors LLC | 6,184 | $558.4K | 0.36% | −1,330−17.7% | Reduced |
| Investment House LLC | 6,175 | $557.5K | 0.04% | −100−1.6% | Reduced |
| Mizuho Securities Co. Ltd. | 6,170 | $557.1K | 2.00% | +2,890+88.1% | Added |
| MSH Capital Advisors LLC | 6,170 | $557.1K | 0.21% | −10,559−63.1% | Reduced |
| Vanguard Capital Wealth Advisors | 6,162 | $556.4K | 0.45% | −2,800−31.2% | Reduced |
| Chemung Canal Trust Co | 6,151 | $555.4K | 0.11% | −445−6.7% | Reduced |
| Mason & Associates Inc | 6,139 | $554.3K | 0.16% | +157+2.6% | Added |
| Addison Advisors LLC | 6,138 | $554.2K | 0.22% | +391+6.8% | Added |
| Sterling Investment Advisors, Ltd. | 6,134 | $553.9K | 0.17% | −1,105−15.3% | Reduced |
| Parkside Financial Bank & Trust | 6,130 | $553.5K | 0.10% | +1,202+24.4% | Added |
| Tyche Wealth Partners LLC | 6,125 | $553.0K | 0.13% | +6,125 | New |
| Mathes Company, Inc. | 6,115 | $552.0K | 0.23% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 6,101 | $550.9K | 0.36% | +6,101 | New |
| Relyea Zuckerberg Hanson LLC | 6,101 | $550.8K | 0.11% | +697+12.9% | Added |