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 |
|---|---|---|---|---|---|
| Texas Capital Bank Wealth Management Services Inc | 6,100 | $550.8K | 0.07% | −30,270−83.2% | Reduced |
| Richardson Financial Services Inc. | 6,099 | $550.7K | 0.48% | +6,099 | New |
| Beacon Financial Group | 6,089 | $549.8K | 0.07% | −1,047−14.7% | Reduced |
| Berkeley Capital Partners, LLC | 6,086 | $549.5K | 0.18% | −331−5.2% | Reduced |
| McDonough Capital Management, Inc | 6,061 | $547.1K | 0.47% | −1,150−15.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,056 | $546.8K | 0.07% | −1,932−24.2% | Reduced |
| Diversified, LLC | 6,047 | $546.0K | 0.12% | +245+4.2% | Added |
| Waterloo Capital, L.P. | 6,043 | $545.6K | 0.09% | +6,043 | New |
| Keeley-Teton Advisors, LLC | 6,039 | $545.3K | 0.07% | 00.0% | Unchanged |
| First Pacific Financial | 6,039 | $545.3K | 0.17% | +82+1.4% | Added |
| Flynn Zito Capital Management, LLC | 6,029 | $544.4K | 0.37% | +85+1.4% | Added |
| Marks Group Wealth Management, Inc | 6,014 | $543.0K | 0.06% | +1,000+19.9% | Added |
| Arlington Financial Advisors, LLC | 6,009 | $542.6K | 0.16% | −26,348−81.4% | Reduced |
| Regents of the University of California | 6,000 | $541.7K | 0.07% | 00.0% | Unchanged |
| Community Bank of Raymore | 5,992 | $541.0K | 0.24% | +260+4.5% | Added |
| Harvey Investment Co LLC | 5,988 | $541.0K | 0.07% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 5,989 | $540.8K | 0.02% | −720−10.7% | Reduced |
| Plancorp, LLC | 5,989 | $540.8K | 0.03% | +19+0.3% | Added |
| Signature Estate & Investment Advisors LLC | 5,958 | $538.0K | 0.02% | −474,096−98.8% | Reduced |
| River Street Advisors LLC | 5,949 | $537.1K | 0.43% | −1,095−15.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5,934 | $535.8K | 0.29% | −50−0.8% | Reduced |
| Apella Capital, LLC | 5,914 | $535.5K | 0.03% | −150−2.5% | Reduced |
| Angeles Investment Advisors, LLC | 5,915 | $535.3K | 0.03% | +1,713+40.8% | Added |
| Vicus Capital | 5,906 | $533.2K | 0.05% | −1,111−15.8% | Reduced |
| Lecap Asset Management Ltd | 5,900 | $532.7K | 0.19% | +5,900 | New |
| BCJ Capital Management, LLC | 5,890 | $531.8K | 0.05% | +34+0.6% | Added |
| Twin Lakes Capital Management, LLC | 5,881 | $531.0K | 0.36% | −514−8.0% | Reduced |
| Pacific Center for Financial Services | 5,858 | $528.9K | 0.17% | −10−0.2% | Reduced |
| L2 Asset Management, LLC | 5,856 | $528.7K | 0.22% | +5,649+2,729.0% | Added |
| Intrua Financial, LLC | 5,850 | $528.2K | 0.08% | −224−3.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,845 | $527.7K | 0.02% | −720−11.0% | Reduced |
| Blue Fin Capital, Inc. | 5,842 | $527.5K | 0.14% | −4,334−42.6% | Reduced |
| Janney Capital Management LLC | 5,831 | $526.0K | 0.04% | −59,662−91.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 5,817 | $525.2K | 0.04% | −30−0.5% | Reduced |
| Elevated Capital Advisors, LLC | 5,816 | $525.1K | 0.16% | −106−1.8% | Reduced |
| Kraft, Davis & Associates, LLC | 5,495 | $524.5K | 0.16% | +5,495 | New |
| Novak & Powell Financial Services, Inc. | 5,806 | $524.3K | 0.35% | +5,806 | New |
| McKinley Carter Wealth Services, Inc. | 5,805 | $524.1K | 0.04% | −1,263−17.9% | Reduced |
| Tiemann Investment Advisors, LLC | 5,790 | $522.8K | 0.25% | +150+2.7% | Added |
| Tran Capital Management, L.P. | 5,787 | $522.5K | 0.06% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 5,759 | $520.0K | 0.13% | +5,759 | New |
| Burke & Herbert Bank & Trust Co | 5,756 | $519.7K | 0.37% | −3−0.1% | Reduced |
| Caption Management, LLC | 5,756 | $519.7K | 0.06% | +5,756 | New |
| Whitener Capital Management, Inc. | 5,751 | $519.3K | 0.19% | −218−3.7% | Reduced |
| Wilkins Investment Counsel Inc | 5,750 | $519.2K | 0.13% | −382−6.2% | Reduced |
| Relative Value Partners Group, LLC | 5,740 | $518.3K | 0.03% | −766−11.8% | Reduced |
| Athena Investment Management | 5,739 | $518.2K | 0.34% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 5,737 | $518.0K | 0.43% | +5,737 | New |
| Veracity Capital LLC | 5,723 | $516.8K | 0.21% | +124+2.2% | Added |
| Oxford Asset Management LLP | 5,695 | $514.2K | 0.78% | +5,695 | New |
| Baystate Wealth Management LLC | 5,674 | $512.3K | 0.04% | −301−5.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,656 | $511.0K | 0.20% | −200−3.4% | Reduced |
| Bridgeworth, LLC | 5,635 | $508.8K | 0.05% | −21−0.4% | Reduced |
| Nikulski Financial, Inc. | 5,625 | $507.8K | 0.19% | −2,600−31.6% | Reduced |
| Alhambra Investment Partners LLC | 5,620 | $507.4K | 0.30% | +141+2.6% | Added |
| Summit Asset Management, LLC | 5,619 | $507.4K | 0.12% | +435+8.4% | Added |
| Hohimer Wealth Management, LLC | 5,610 | $506.5K | 0.13% | −1,152−17.0% | Reduced |
| Matrix Private Capital Group LLC | 5,591 | $506.5K | 0.38% | −1,809−24.4% | Reduced |
| LSV Asset Management | 5,600 | $506.0K | 0.00% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 5,588 | $504.5K | 0.28% | −370−6.2% | Reduced |
| One River Asset Management, LLC | 5,581 | $503.9K | 0.15% | −1,503−21.2% | Reduced |
| Global Strategic Investment Solutions, LLC | 5,570 | $502.9K | 0.06% | +472+9.3% | Added |
| Westwood Wealth Management | 5,570 | $502.9K | 0.39% | −320−5.4% | Reduced |
| Strategic Planning Group, LLC | 5,569 | $502.9K | 0.17% | +5,569 | New |
| Castle Rock Wealth Management, LLC | 5,531 | $501.1K | 0.15% | −34−0.6% | Reduced |
| Morton Capital Management LLC | 5,549 | $501.0K | 0.15% | −335−5.7% | Reduced |
| ProVise Management Group, LLC | 5,546 | $500.7K | 0.04% | +379+7.3% | Added |
| Maple Capital Management, Inc. | 5,537 | $499.9K | 0.05% | +36+0.7% | Added |
| Probity Advisors, Inc. | 5,528 | $499.1K | 0.11% | +91+1.7% | Added |
| Smallwood Wealth Investment Management, LLC | 5,522 | $498.6K | 0.41% | −54−1.0% | Reduced |
| SkyOak Wealth, LLC | 5,521 | $498.5K | 0.13% | −52−0.9% | Reduced |
| Forza Wealth Management, LLC | 5,520 | $498.4K | 0.28% | −200−3.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,517 | $498.1K | 0.35% | −1,101−16.6% | Reduced |
| Detalus Advisors, LLC | 5,517 | $498.1K | 0.20% | −585−9.6% | Reduced |
| Global Financial Private Client, LLC | 5,508 | $497.3K | 0.23% | −52−0.9% | Reduced |
| Prentice Wealth Management LLC | 5,503 | $496.9K | 0.19% | +511+10.2% | Added |
| Guardian Wealth Advisors, LLC | 5,502 | $496.8K | 0.08% | +408+8.0% | Added |
| Pinnacle Bancorp, Inc. | 5,501 | $496.7K | 0.16% | +331+6.4% | Added |
| Sabal Trust CO | 5,499 | $496.5K | 0.03% | −732−11.7% | Reduced |
| ORG Partners LLC | 5,492 | $495.9K | 0.08% | +3,304+151.0% | Added |
| Financial Perspectives, Inc | 5,491 | $495.8K | 0.20% | +4+0.1% | Added |
| Integrated Investment Consultants, LLC | 5,489 | $495.6K | 0.16% | 00.0% | Unchanged |
| Boit C F David | 5,400 | $494.9K | 0.28% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 5,480 | $494.8K | 0.06% | −284−4.9% | Reduced |
| Rakuten Securities, Inc. | 5,480 | $494.8K | 0.39% | +5,480 | New |
| Nabity-Jensen Investment Management Inc | 5,478 | $494.6K | 0.44% | +5,478 | New |
| Napatree Capital LLC | 5,477 | $494.5K | 0.50% | +5,477 | New |
| Delta Investment Management, LLC | 5,473 | $494.2K | 0.12% | +80+1.5% | Added |
| Hutchinson Capital Management | 5,462 | $493.2K | 0.11% | −184−3.3% | Reduced |
| WP Advisors, LLC | 5,454 | $492.5K | 0.18% | −604−10.0% | Reduced |
| Lifeworks Advisors, LLC | 5,453 | $492.4K | 0.17% | −713−11.6% | Reduced |
| Saranac Partners Ltd | 5,450 | $492.1K | 0.33% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 5,448 | $491.9K | 0.06% | +5,448 | New |
| KG&L Capital Management,LLC | 5,464 | $491.6K | 0.21% | −609−10.0% | Reduced |
| Aureus Asset Management, LLC | 5,430 | $490.3K | 0.04% | +278+5.4% | Added |
| Crumly & Associates Inc. | 5,428 | $490.1K | 0.14% | +1,542+39.7% | Added |
| Legacy Bridge, LLC | 5,423 | $489.6K | 0.32% | −923−14.5% | Reduced |
| Perpetual Ltd | 5,418 | $489.2K | 0.01% | −1,197−18.1% | Reduced |
| Vident Advisory, LLC | 5,416 | $489.0K | 0.01% | −952−14.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,401 | $487.7K | 0.15% | −159−2.9% | Reduced |