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 |
|---|---|---|---|---|---|
| Fca Corp | 4,698 | $424.2K | 0.15% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 4,698 | $424.2K | 0.39% | −1,007−17.7% | Reduced |
| Argent Capital Management LLC | 4,685 | $423.0K | 0.01% | −695−12.9% | Reduced |
| Eclectic Associates Inc | 4,672 | $421.9K | 0.20% | −3,193−40.6% | Reduced |
| Source Financial Advisors LLC | 4,670 | $421.7K | 0.13% | +334+7.7% | Added |
| LifeSteps Financial, Inc. | 4,666 | $421.3K | 0.37% | +306+7.0% | Added |
| Orca Investment Management, LLC | 4,662 | $420.9K | 0.40% | +363+8.4% | Added |
| First Personal Financial Services | 4,661 | $420.8K | 0.10% | −66−1.4% | Reduced |
| Advisor Resource Council | 4,651 | $420.0K | 0.05% | −4,314−48.1% | Reduced |
| F/M Investments LLC | 4,418 | $418.5K | 0.24% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 4,627 | $417.8K | 0.01% | +1,682+57.1% | Added |
| Allegheny Financial Group LTD | 4,605 | $415.8K | 0.13% | +181+4.1% | Added |
| Horan Capital Advisors, LLC. | 4,602 | $415.5K | 0.15% | −30−0.6% | Reduced |
| Evernest Financial Advisors, LLC | 4,598 | $415.2K | 0.21% | +4,598 | New |
| Strategic Financial Services, Inc, | 4,598 | $415.1K | 0.03% | −1,350−22.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,589 | $414.3K | 0.11% | −163−3.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 4,583 | $413.8K | 0.34% | −60−1.3% | Reduced |
| MPS Loria Financial Planners, LLC | 4,571 | $412.8K | 0.14% | +53+1.2% | Added |
| Botty Investors LLC | 4,550 | $412.2K | 0.17% | 00.0% | Unchanged |
| Leo Wealth, LLC | 3,865 | $411.9K | 0.04% | +3,865 | New |
| Sendero Wealth Management, LLC | 4,560 | $411.7K | 0.08% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 4,551 | $410.9K | 0.25% | +1,291+39.6% | Added |
| Coppell Advisory Solutions LLC | 4,548 | $410.6K | 0.08% | +1,167+34.5% | Added |
| Rakuten Investment Management, Inc. | 4,524 | $409.0K | 0.00% | +4,524 | New |
| Wealth Architects, LLC | 4,514 | $407.6K | 0.06% | −327−6.8% | Reduced |
| Evanson Asset Management, LLC | 4,510 | $407.3K | 0.03% | +169+3.9% | Added |
| Hall Kathryn A. | 4,504 | $406.7K | 0.11% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 4,498 | $406.1K | 0.19% | −1,216−21.3% | Reduced |
| Schrum Private Wealth Management LLC | 4,493 | $405.7K | 0.58% | −378−7.8% | Reduced |
| Roman Butler Fullerton & Co | 4,252 | $405.5K | 0.16% | −1,016−19.3% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,484 | $404.9K | 0.27% | −346−7.2% | Reduced |
| Sloy Dahl & Holst, LLC | 4,482 | $404.7K | 0.08% | −968−17.8% | Reduced |
| Ironwood Financial, llc | 4,481 | $404.6K | 0.10% | −32−0.7% | Reduced |
| IFG Advisors, LLC | 4,463 | $403.0K | 0.12% | +15+0.3% | Added |
| LVZ Advisors, Inc. | 4,462 | $402.9K | 0.06% | +57+1.3% | Added |
| LongView Wealth Management | 4,483 | $402.0K | 0.18% | +4,483 | New |
| Lion Street Advisors, LLC | 4,440 | $401.0K | 0.16% | −678−13.2% | Reduced |
| Planning Capital Management Corp | 4,435 | $400.4K | 0.31% | +4,435 | New |
| Monograph Wealth Advisors, LLC | 4,417 | $400.2K | 0.07% | +244+5.8% | Added |
| Venturi Wealth Management, LLC | 4,429 | $399.9K | 0.03% | −53−1.2% | Reduced |
| Northwest Bank & Trust Co | 4,426 | $399.6K | 0.36% | +4,426 | New |
| Second Half Financial Partners, LLC | 4,415 | $398.6K | 0.20% | +14+0.3% | Added |
| West Family Investments, Inc. | 4,413 | $398.4K | 0.13% | +34+0.8% | Added |
| Redhawk Wealth Advisors, Inc. | 4,404 | $397.6K | 0.08% | −328−6.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,401 | $397.4K | 0.15% | +291+7.1% | Added |
| Paragon Capital Management Ltd | 4,395 | $396.9K | 0.08% | −30−0.7% | Reduced |
| Aprio Wealth Management, LLC | 4,386 | $396.0K | 0.09% | −70−1.6% | Reduced |
| Bridgewealth Advisory Group, LLC | 4,376 | $395.1K | 0.30% | +500+12.9% | Added |
| Summit Financial Strategies, Inc. | 4,372 | $394.7K | 0.06% | −1,717−28.2% | Reduced |
| Affiance Financial, LLC | 4,364 | $394.1K | 0.11% | +609+16.2% | Added |
| Sierra Summit Advisors LLC | 4,355 | $393.2K | 0.11% | +4,355 | New |
| Ables, Iannone, Moore & Associates, Inc. | 4,354 | $393.1K | 0.30% | +4,354 | New |
| Wealth Advisors of Tampa Bay, LLC | 4,343 | $392.1K | 0.20% | −16,125−78.8% | Reduced |
| FourThought Financial Partners, LLC | 4,338 | $391.7K | 0.05% | −2,401−35.6% | Reduced |
| Marietta Investment Partners LLC | 4,337 | $391.6K | 0.10% | −3,413−44.0% | Reduced |
| Savvy Advisors, Inc. | 4,334 | $391.3K | 0.38% | +4,334 | New |
| Sentry LLC | 4,329 | $390.9K | 0.08% | −1,260−22.5% | Reduced |
| Fortis Advisors, LLC | 4,322 | $390.2K | 0.28% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 4,320 | $390.1K | 0.26% | +1,200+38.5% | Added |
| Little House Capital LLC | 4,308 | $388.9K | 0.14% | −247−5.4% | Reduced |
| Armstrong Advisory Group, Inc | 4,306 | $388.8K | 0.04% | −292−6.4% | Reduced |
| Merriman Wealth Management, LLC | 4,294 | $388.3K | 0.02% | −95−2.2% | Reduced |
| Glen Eagle Advisors, LLC | 4,292 | $387.6K | 0.08% | +9+0.2% | Added |
| Financial Security Advisor, Inc. | 4,269 | $386.8K | 0.15% | −156−3.5% | Reduced |
| Gemmer Asset Management LLC | 4,279 | $386.3K | 0.05% | +124+3.0% | Added |
| Westwood Holdings Group Inc. | 4,274 | $386.0K | 0.00% | +998+30.5% | Added |
| Eqis Capital Management, Inc. | 4,265 | $385.1K | 0.03% | −1,204−22.0% | Reduced |
| Oxinas Partners Wealth Management LLC | 4,262 | $384.8K | 0.27% | −339−7.4% | Reduced |
| DORVAL Corp | 4,248 | $383.5K | 0.18% | +4,248 | New |
| Guyasuta Investment Advisors Inc | 4,247 | $383.5K | 0.03% | −89−2.1% | Reduced |
| Salomon & Ludwin, LLC | 4,726 | $383.0K | 0.04% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 3,458 | $381.9K | 0.10% | −264−7.1% | Reduced |
| Viewpoint Capital Management LLC | 4,229 | $381.8K | 0.27% | −630−13.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,226 | $381.6K | 0.23% | −1,408−25.0% | Reduced |
| SFMG, LLC | 4,201 | $379.3K | 0.04% | +331+8.6% | Added |
| Arcataur Capital Management LLC | 4,182 | $377.6K | 0.14% | +400+10.6% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,171 | $376.6K | 0.00% | −199−4.6% | Reduced |
| Wittenberg Investment Management, Inc. | 4,168 | $376.3K | 0.13% | 00.0% | Unchanged |
| My Personal CFO, LLC | 4,163 | $375.9K | 0.24% | +281+7.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,147 | $375.4K | 0.04% | +1,729+71.5% | Added |
| Stiles Financial Services Inc | 4,155 | $375.1K | 0.17% | −1,020−19.7% | Reduced |
| Consolidated Investment Group LLC | 4,150 | $375.0K | 0.07% | −20,052−82.9% | Reduced |
| Pacific Sage Partners, LLC | 4,143 | $374.1K | 0.10% | −71−1.7% | Reduced |
| Michael S. Ryan, Inc. | 4,134 | $373.3K | 0.31% | +44+1.1% | Added |
| Beck Mack & Oliver LLC | 4,132 | $373.1K | 0.01% | −25−0.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,131 | $373.0K | 0.03% | +4,131 | New |
| Signet Investment Advisory Group, Inc. | 4,108 | $370.9K | 0.22% | −234−5.4% | Reduced |
| Sound Income Strategies, LLC | 4,094 | $369.7K | 0.03% | +1,719+72.4% | Added |
| Castleview Partners, LLC | 4,089 | $369.2K | 0.26% | +403+10.9% | Added |
| Wealthquest Corp | 4,088 | $369.1K | 0.04% | −55−1.3% | Reduced |
| Greenfield Savings Bank | 4,087 | $369.0K | 0.21% | −1,789−30.4% | Reduced |
| Redmont Wealth Advisors LLC | 4,087 | $369.0K | 0.54% | +4,087 | New |
| TFG Advisers LLC | 4,086 | $369.0K | 0.15% | −727−15.1% | Reduced |
| Exchange Bank | 4,073 | $367.8K | 0.32% | −135−3.2% | Reduced |
| MTM Investment Management, LLC | 4,070 | $367.5K | 0.17% | −44−1.1% | Reduced |
| Sigma Investment Counselors Inc | 4,068 | $367.3K | 0.03% | −809−16.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 4,067 | $367.2K | 0.11% | +4,067 | New |
| Shulman DeMeo Asset Management LLC | 4,067 | $367.2K | 0.10% | −403−9.0% | Reduced |
| Catalyst Financial Partners LLC | 4,061 | $366.7K | 0.10% | +1,406+53.0% | Added |
| Boothbay Fund Management, LLC | 4,058 | $366.4K | 0.01% | −23,659−85.4% | Reduced |