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 |
|---|---|---|---|---|---|
| Acorn Financial Advisory Services Inc | 5,388 | $486.9K | 0.09% | −484−8.2% | Reduced |
| Northside Capital Management, LLC | 5,373 | $485.1K | 0.15% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 5,364 | $484.3K | 0.19% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 5,364 | $484.3K | 0.10% | +56+1.1% | Added |
| Glass Jacobson Investment Advisors llc | 5,357 | $483.7K | 0.20% | +22+0.4% | Added |
| Clean Yield Group | 5,349 | $483.0K | 0.20% | 00.0% | Unchanged |
| SP Asset Management LLC | 5,342 | $482.3K | 0.05% | −500−8.6% | Reduced |
| AdvisorNet Financial, Inc | 5,340 | $482.2K | 0.04% | −4,440−45.4% | Reduced |
| Visionary Wealth Advisors | 5,338 | $482.0K | 0.04% | −251−4.5% | Reduced |
| Copperwynd Financial, LLC | 5,335 | $481.7K | 0.19% | +303+6.0% | Added |
| Saxony Capital Management, LLC | 5,324 | $480.7K | 0.64% | +5,324 | New |
| First Financial Corp | 5,321 | $480.4K | 0.24% | +200+3.9% | Added |
| Nixon Peabody Trust Co | 5,313 | $479.7K | 0.05% | −10,456−66.3% | Reduced |
| First Community Trust NA | 5,309 | $479.4K | 0.52% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 5,305 | $479.0K | 0.09% | +310+6.2% | Added |
| Vivaldi Capital Management, LLC | 4,310 | $476.1K | 0.14% | +872+25.4% | Added |
| TCI Wealth Advisors, Inc. | 5,258 | $474.7K | 0.05% | −362−6.4% | Reduced |
| Carson Advisory Inc. | 5,256 | $474.5K | 0.37% | −332−5.9% | Reduced |
| Grandview Asset Management LLC | 5,254 | $474.0K | 0.25% | −762−12.7% | Reduced |
| Integral Investment Advisors, Inc. | 5,246 | $473.7K | 0.30% | +318+6.5% | Added |
| Baker Avenue Asset Management, LP | 5,239 | $473.0K | 0.02% | +3,132+148.6% | Added |
| 1620 Investment Advisors, Inc. | 5,237 | $472.9K | 0.52% | +163+3.2% | Added |
| RFP Financial Group LLC | 5,231 | $472.3K | 0.19% | +92+1.8% | Added |
| Global Trust Asset Management, LLC | 5,202 | $469.7K | 0.21% | −1,304−20.0% | Reduced |
| Davis Investment Partners, LLC | 5,170 | $469.0K | 0.23% | 00.0% | Unchanged |
| Holderness Investments Co | 5,191 | $468.7K | 0.13% | −197−3.7% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 5,172 | $467.0K | 0.50% | +5,172 | New |
| Sentry Investment Management LLC | 5,156 | $466.0K | 0.20% | −5,474−51.5% | Reduced |
| Patten Group, Inc. | 5,155 | $465.4K | 0.13% | −1,164−18.4% | Reduced |
| First Financial Bankshares Inc | 5,145 | $464.5K | 0.01% | +5,145 | New |
| Chesapeake Wealth Management | 5,138 | $463.9K | 0.18% | −5,838−53.2% | Reduced |
| Peoples Financial Services Corp. | 5,136 | $463.7K | 0.20% | −1,650−24.3% | Reduced |
| Cinctive Capital Management LP | 5,120 | $462.3K | 0.03% | −16,104−75.9% | Reduced |
| Personal Cfo Solutions, LLC | 5,107 | $461.2K | 0.08% | −661−11.5% | Reduced |
| Braun Stacey Associates Inc | 5,101 | $460.6K | 0.02% | −6,477−55.9% | Reduced |
| C2C Wealth Management, LLC | 5,086 | $459.8K | 0.39% | −21,473−80.9% | Reduced |
| Prudent Man Advisors, LLC | 5,089 | $459.5K | 0.17% | −144−2.8% | Reduced |
| Waypoint Capital Advisors, LLC | 5,079 | $458.6K | 0.13% | −72−1.4% | Reduced |
| Kapstone Financial Advisors LLC | 4,832 | $458.4K | 0.36% | −1,123−18.9% | Reduced |
| Virtue Capital Management, LLC | 5,052 | $458.0K | 0.09% | −522−9.4% | Reduced |
| Nichols & Pratt Advisers LLP | 5,067 | $457.5K | 0.03% | −690−12.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 5,062 | $457.0K | 0.17% | −19−0.4% | Reduced |
| Bluesphere Advisors, LLC | 5,061 | $457.0K | 0.28% | −250−4.7% | Reduced |
| Everhart Financial Group, Inc. | 5,055 | $456.4K | 0.16% | +5,055 | New |
| Hardy Reed LLC | 5,053 | $456.2K | 0.06% | −1,714−25.3% | Reduced |
| Meritas Wealth Management, LLC | 5,052 | $456.1K | 0.34% | +42+0.8% | Added |
| Presilium Private Wealth, LLC | 5,049 | $455.9K | 0.13% | −35−0.7% | Reduced |
| Aveo Capital Partners, LLC | 5,039 | $455.0K | 0.05% | −6,929−57.9% | Reduced |
| RiverFront Investment Group, LLC | 5,037 | $454.8K | 0.01% | +184+3.8% | Added |
| Prosperity Financial Group, Inc. | 5,030 | $454.2K | 0.32% | −99−1.9% | Reduced |
| Union Savings Bank | 5,020 | $453.2K | 0.26% | −571−10.2% | Reduced |
| 626 Financial, LLC | 5,009 | $452.2K | 0.30% | −177−3.4% | Reduced |
| Waterfront Wealth Inc. | 5,007 | $452.1K | 0.13% | −515−9.3% | Reduced |
| Main Street Group, LTD | 5,006 | $452.0K | 0.16% | +5,006 | New |
| Ellis Investment Partners, LLC | 5,002 | $451.6K | 0.10% | −95−1.9% | Reduced |
| BOCHK Asset Management Ltd | 5,000 | $451.3K | 0.28% | +5,000 | New |
| MJP Associates Inc | 4,996 | $451.1K | 0.12% | +257+5.4% | Added |
| VisionPoint Advisory Group, LLC | 4,996 | $451.1K | 0.17% | +568+12.8% | Added |
| AlphaCore Capital LLC | 4,963 | $449.7K | 0.07% | −1,282−20.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,969 | $448.7K | 0.23% | +44+0.9% | Added |
| Wiser Advisor Group LLC | 4,959 | $447.7K | 0.74% | +4,959 | New |
| Sunpointe, LLC | 4,942 | $447.7K | 0.57% | +4,942 | New |
| Grace & White Inc | 4,950 | $446.9K | 0.08% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,937 | $445.8K | 0.17% | −399−7.5% | Reduced |
| Provence Wealth Management Group | 4,931 | $445.2K | 0.24% | +3,139+175.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,930 | $445.1K | 0.12% | −46,148−90.3% | Reduced |
| HTLF Bank | 4,921 | $444.3K | 0.05% | +4,921 | New |
| Foster Group, Inc. | 5,479 | $444.1K | 0.03% | 00.0% | Unchanged |
| Burton Enright Welch | 4,918 | $444.1K | 0.12% | −398−7.5% | Reduced |
| 3Chopt Investment Partners, LLC | 4,902 | $444.1K | 0.16% | +4,902 | New |
| Hendley & Co Inc | 4,920 | $444.0K | 0.17% | +10+0.2% | Added |
| Smith Chas P & Associates Pa Cpas | 4,909 | $443.0K | 0.03% | −28−0.6% | Reduced |
| Gunn & Co Investment Management, Inc. | 4,909 | $443.0K | 0.03% | +4,909 | New |
| InTrack Investment Management Inc | 4,900 | $442.5K | 0.33% | −50−1.0% | Reduced |
| Alta Advisers Ltd | 4,900 | $442.4K | 0.24% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 4,894 | $441.9K | 0.31% | −25−0.5% | Reduced |
| Royal Fund Management, LLC | 4,880 | $440.6K | 0.06% | +113+2.4% | Added |
| Trustmark National Bank Trust Department | 4,869 | $439.6K | 0.04% | −550−10.1% | Reduced |
| Signature Wealth Management Partners, LLC | 4,868 | $439.5K | 0.38% | −1,262−20.6% | Reduced |
| American Money Management, LLC | 4,860 | $438.8K | 0.10% | −727−13.0% | Reduced |
| Cedrus LLC | 4,856 | $438.4K | 0.27% | +837+20.8% | Added |
| High Pines Wealth Management, LLC | 4,849 | $437.8K | 0.67% | +936+23.9% | Added |
| Onefund, LLC | 4,839 | $436.9K | 0.57% | +4,839 | New |
| Smart Portfolios, LLC | 3,992 | $436.3K | 0.51% | +3,992 | New |
| South Street Advisors LLC | 4,832 | $436.3K | 0.08% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 4,800 | $433.4K | 0.04% | −123−2.5% | Reduced |
| Geller Advisors LLC | 4,769 | $432.0K | 0.04% | −339−6.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,783 | $431.8K | 0.11% | −855−15.2% | Reduced |
| Quantum Private Wealth, LLC | 4,767 | $430.4K | 0.18% | −114−2.3% | Reduced |
| TRUE Private Wealth Advisors | 4,762 | $430.0K | 0.05% | −177−3.6% | Reduced |
| Harbor Advisors LLC | 4,759 | $429.7K | 0.08% | −34,737−88.0% | Reduced |
| ISAM Funds (UK) Ltd | 4,754 | $429.2K | 0.31% | +4,754 | New |
| Heron Bay Capital Management | 4,750 | $428.9K | 0.10% | 00.0% | Unchanged |
| Petix & Botte Co | 4,740 | $428.0K | 0.13% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 4,734 | $427.4K | 0.11% | +240+5.3% | Added |
| Retirement Income Solutions, Inc | 4,732 | $427.3K | 0.11% | +265+5.9% | Added |
| Systematic Alpha Investments, LLC | 4,731 | $427.2K | 0.02% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,718 | $426.0K | 0.08% | +559+13.4% | Added |
| Dudley Capital Management, LLC | 4,701 | $424.5K | 0.27% | −2,630−35.9% | Reduced |
| Invesco, LLC | 4,699 | $424.2K | 0.20% | +318+7.3% | Added |