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 |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 4,051 | $365.8K | 0.10% | 00.0% | Unchanged |
| Hoese & Co LLP | 3,938 | $365.0K | 0.36% | −80−2.0% | Reduced |
| PSI Advisors, LLC | 4,042 | $364.9K | 0.14% | −971−19.4% | Reduced |
| LVW Advisors, LLC | 4,031 | $364.0K | 0.07% | +838+26.2% | Added |
| Am Investment Strategies LLC | 4,021 | $363.0K | 0.10% | +81+2.1% | Added |
| Interchange Capital Partners, LLC | 3,999 | $362.2K | 0.27% | −70−1.7% | Reduced |
| Center for Financial Planning, Inc. | 4,011 | $362.1K | 0.07% | −66−1.6% | Reduced |
| St. Clair Advisors, LLC | 4,000 | $361.2K | 0.12% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 4,000 | $361.2K | 0.31% | +4,000 | New |
| Catalyst Capital Advisors LLC | 4,000 | $361.2K | 0.01% | +4,000 | New |
| Professional Advisory Services Inc | 4,000 | $361.0K | 0.05% | −5−0.1% | Reduced |
| Manchester Financial Inc | 3,994 | $360.6K | 0.10% | −302−7.0% | Reduced |
| First Affirmative Financial Network | 3,993 | $360.5K | 0.29% | +163+4.3% | Added |
| Steward Partners Investment Solutions, LLC | 3,988 | $360.1K | 0.15% | +3,988 | New |
| Cannon Financial Strategists, Inc. | 3,987 | $360.0K | 0.08% | −300−7.0% | Reduced |
| Crescent Sterling, Ltd. | 3,984 | $359.7K | 0.36% | −496−11.1% | Reduced |
| First National Bank | 3,982 | $359.5K | 0.28% | −290−6.8% | Reduced |
| Gradient Capital Advisors, LLC | 3,975 | $358.9K | 0.14% | +111+2.9% | Added |
| FinTrust Capital Advisors, LLC | 3,975 | $358.9K | 0.07% | −10−0.3% | Reduced |
| CWS Financial Advisors, LLC | 3,961 | $357.6K | 0.13% | −85−2.1% | Reduced |
| Guardian Investment Management | 3,950 | $356.6K | 0.30% | +50+1.3% | Added |
| Chelsea Counsel Co | 3,921 | $355.1K | 0.19% | −686−14.9% | Reduced |
| IVC Wealth Advisors LLC | 3,925 | $354.4K | 0.22% | −3,991−50.4% | Reduced |
| BCK Capital Management LP | 3,925 | $354.4K | 0.35% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,920 | $354.0K | 0.07% | −4,664−54.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,912 | $353.0K | 0.17% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,900 | $352.1K | 0.04% | +1,143+41.5% | Added |
| Ethos Financial Group, LLC | 3,887 | $352.0K | 0.07% | −48−1.2% | Reduced |
| Israel Discount Bank of New York | 3,897 | $351.9K | 0.28% | +3,897 | New |
| Prosperity Wealth Management, Inc. | 3,894 | $351.6K | 0.23% | −632−14.0% | Reduced |
| Shepherd Financial Partners LLC | 3,890 | $351.2K | 0.05% | −776−16.6% | Reduced |
| Cairn Investment Group, Inc. | 3,885 | $351.0K | 0.22% | −385−9.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 3,884 | $350.7K | 0.17% | +1,000+34.7% | Added |
| Callan Capital, LLC | 3,880 | $350.3K | 0.03% | +303+8.5% | Added |
| BFSG, LLC | 3,874 | $349.8K | 0.05% | −20−0.5% | Reduced |
| Fort Point Capital Partners LLC | 3,874 | $349.8K | 0.05% | −34−0.9% | Reduced |
| Parkside Advisors LLC | 3,858 | $349.5K | 0.10% | −11−0.3% | Reduced |
| Marotta Asset Management | 3,864 | $348.9K | 0.07% | −123−3.1% | Reduced |
| Stockman Wealth Management, Inc. | 3,851 | $347.7K | 0.07% | −310−7.5% | Reduced |
| Corundum Group, Inc. | 3,842 | $346.9K | 0.17% | −1,908−33.2% | Reduced |
| Vantage Financial Partners, LLC | 3,839 | $346.7K | 0.10% | +10+0.3% | Added |
| Inspirion Wealth Advisors, LLC | 3,818 | $346.3K | 0.06% | −1,474−27.9% | Reduced |
| Reik & Co., LLC | 3,832 | $346.0K | 0.10% | −1,000−20.7% | Reduced |
| Charter Oak Capital Management, LLC | 3,832 | $346.0K | 0.04% | −201−5.0% | Reduced |
| Wealth Effects LLC | 3,831 | $345.9K | 0.13% | −140−3.5% | Reduced |
| Money Concepts Capital Corp | 3,829 | $345.7K | 0.03% | +5+0.1% | Added |
| Monetary Management Group Inc | 3,825 | $345.4K | 0.11% | −625−14.0% | Reduced |
| Baron Wealth Management LLC | 3,819 | $344.8K | 0.19% | +297+8.4% | Added |
| Strategic Investment Solutions, Inc. | 3,817 | $344.6K | 0.06% | −98,924−96.3% | Reduced |
| First Commonwealth Financial Corp | 3,806 | $343.6K | 0.11% | −746−16.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,804 | $343.5K | 0.15% | +190+5.3% | Added |
| Wealth Management Associates, Inc. | 3,804 | $343.4K | 0.18% | −394−9.4% | Reduced |
| McClarren Financial Advisors, Inc. | 3,794 | $343.0K | 0.26% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 3,797 | $342.9K | 0.02% | −296−7.2% | Reduced |
| Laraway Financial Inc | 3,791 | $342.3K | 0.33% | −75−1.9% | Reduced |
| Meritage Portfolio Management | 3,781 | $341.0K | 0.02% | +1,189+45.9% | Added |
| Sivia Capital Partners, LLC | 3,763 | $339.8K | 0.26% | +3,763 | New |
| Vise Technologies, Inc. | 3,761 | $339.6K | 0.07% | +1,059+39.2% | Added |
| RBA Wealth Management, LLC | 3,754 | $339.0K | 0.15% | −181−4.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,751 | $338.7K | 0.00% | 00.0% | Unchanged |
| Gerber, LLC | 3,751 | $338.7K | 0.31% | +3,751 | New |
| CFO4Life Group, LLC | 3,750 | $338.6K | 0.06% | +516+16.0% | Added |
| Edgestream Partners, L.P. | 3,748 | $338.4K | 0.02% | −26,631−87.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,734 | $338.1K | 0.15% | +754+25.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,738 | $338.0K | 0.15% | +531+16.6% | Added |
| SNS Financial Group, LLC | 3,725 | $337.5K | 0.04% | −233−5.9% | Reduced |
| Wedge Capital Management L L P | 3,730 | $336.8K | 0.01% | +3,730 | New |
| Register Financial Advisors LLC | 3,726 | $336.4K | 0.23% | +8+0.2% | Added |
| Family Management Corp | 3,723 | $336.1K | 0.07% | −26,112−87.5% | Reduced |
| Greenwich Wealth Management LLC | 3,724 | $336.0K | 0.03% | −41−1.1% | Reduced |
| Horizon Family Wealth, Inc. | 3,715 | $335.4K | 0.28% | +81+2.2% | Added |
| New Jersey Better Educational Savings Trust | 3,706 | $334.6K | 0.71% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 3,698 | $333.9K | 0.08% | +54+1.5% | Added |
| McAdam, LLC | 3,696 | $333.7K | 0.02% | −187−4.8% | Reduced |
| Klingman & Associates, LLC | 3,695 | $333.6K | 0.02% | +311+9.2% | Added |
| Prentiss Smith & Co Inc | 3,680 | $332.3K | 0.25% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,674 | $331.7K | 0.17% | +737+25.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,665 | $330.9K | 0.02% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 3,653 | $329.8K | 0.26% | −231−5.9% | Reduced |
| Crescent Grove Advisors, LLC | 3,633 | $329.4K | 0.04% | −671−15.6% | Reduced |
| UMA Financial Services, Inc. | 3,452 | $328.2K | 0.07% | −199−5.5% | Reduced |
| Community Trust & Investment Co | 3,634 | $328.1K | 0.03% | −2,734−42.9% | Reduced |
| Osterweis Capital Management Inc | 3,630 | $327.8K | 0.02% | 00.0% | Unchanged |
| First National Corp | 3,624 | $327.2K | 0.08% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 3,616 | $326.5K | 0.15% | +9+0.2% | Added |
| Seven Mile Advisory | 3,614 | $326.3K | 0.28% | +1,115+44.6% | Added |
| CVA Family Office, LLC | 3,610 | $325.9K | 0.06% | +3,610 | New |
| Burt Wealth Advisors | 3,604 | $325.4K | 0.09% | −325−8.3% | Reduced |
| Apollon Financial, LLC | 3,595 | $324.6K | 0.13% | +3,595 | New |
| Hall Capital Management Co Inc | 3,592 | $324.3K | 0.19% | −485−11.9% | Reduced |
| Kelman-Lazarov, Inc. | 3,583 | $323.5K | 0.07% | +117+3.4% | Added |
| Lantz Financial LLC | 3,582 | $323.4K | 0.12% | +45+1.3% | Added |
| Aufman Associates Inc | 3,578 | $323.1K | 0.24% | +10+0.3% | Added |
| Silvia McColl Wealth Management, LLC | 3,576 | $322.9K | 0.29% | −250−6.5% | Reduced |
| Firethorn Wealth Partners, LLC | 3,572 | $322.6K | 0.21% | +165+4.8% | Added |
| Coyle Financial Counsel LLC | 3,553 | $320.8K | 0.12% | 00.0% | Unchanged |
| Security Financial Services, INC. | 3,551 | $320.6K | 0.08% | −669−15.9% | Reduced |
| GSB Wealth Management, LLC | 3,551 | $320.6K | 0.10% | −500−12.3% | Reduced |
| Kooman & Associates | 3,544 | $320.0K | 0.14% | +157+4.6% | Added |
| Barrett & Company, Inc. | 3,534 | $319.1K | 0.17% | −100−2.8% | Reduced |