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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 3,528 | $318.6K | 0.14% | −38−1.1% | Reduced |
| Riverbridge Partners LLC | 3,525 | $318.3K | 0.00% | 00.0% | Unchanged |
| Miller Investment Management, LP | 3,523 | $318.1K | 0.05% | −13,500−79.3% | Reduced |
| ICA Group Wealth Management, LLC | 3,518 | $317.6K | 0.07% | −890−20.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,286 | $317.6K | 0.23% | +104+3.3% | Added |
| Northern Financial Advisors Inc | 3,515 | $317.4K | 0.27% | +3,515 | New |
| Bristol John W & Co Inc | 3,512 | $317.1K | 0.01% | −58−1.6% | Reduced |
| Legacy Edge Advisors, LLC | 3,510 | $316.9K | 0.07% | +3,510 | New |
| Kensington Investment Counsel, LLC | 3,508 | $316.7K | 0.17% | −2,508−41.7% | Reduced |
| Mirabella Financial Services LLP | 3,508 | $316.7K | 0.05% | +3,508 | New |
| Archford Capital Strategies, LLC | 3,485 | $314.6K | 0.06% | −7,068−67.0% | Reduced |
| Goepper Burkhardt LLC | 2,901 | $314.4K | 0.16% | −129−4.3% | Reduced |
| CMG Global Holdings, LLC | 2,791 | $313.8K | 0.23% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 3,474 | $313.6K | 0.18% | −2,450−41.4% | Reduced |
| AlphaQ Advisors LLC | 3,472 | $313.5K | 0.22% | −159−4.4% | Reduced |
| Jarislowsky, Fraser Ltd | 3,465 | $312.9K | 0.00% | +145+4.4% | Added |
| Spinnaker Investment Group, LLC | 3,463 | $312.7K | 0.09% | −1,849−34.8% | Reduced |
| Private Management Group Inc | 3,458 | $312.3K | 0.01% | +412+13.5% | Added |
| Redwood Wealth Management Group, LLC | 3,457 | $312.1K | 0.35% | +434+14.4% | Added |
| Finivi Inc. | 3,453 | $311.7K | 0.30% | +3,453 | New |
| TSFG, LLC | 3,441 | $311.0K | 0.10% | −7−0.2% | Reduced |
| Fermata Advisors, LLC | 3,437 | $310.3K | 0.07% | +181+5.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,430 | $309.7K | 0.03% | −603−15.0% | Reduced |
| RWM Asset Management, LLC | 3,419 | $309.6K | 0.06% | −157−4.4% | Reduced |
| ZRC Wealth Management, LLC | 3,820 | $309.6K | 0.19% | +3,381+770.2% | Added |
| Private Portfolio Partners LLC | 3,426 | $309.3K | 0.07% | −555−13.9% | Reduced |
| Aspen Investment Management Inc | 3,425 | $309.0K | 0.17% | −75−2.1% | Reduced |
| Ackerman Capital Advisors, LLC | 3,420 | $308.8K | 0.09% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 3,407 | $308.6K | 0.14% | +50+1.5% | Added |
| Conway Capital Management, Inc. | 3,416 | $308.4K | 0.20% | +3,416 | New |
| CNB Bank | 3,411 | $308.0K | 0.17% | −133−3.8% | Reduced |
| Pallas Capital Advisors LLC | 3,408 | $307.7K | 0.02% | +16+0.5% | Added |
| Broadleaf Partners, LLC | 3,399 | $306.9K | 0.09% | −66−1.9% | Reduced |
| JJJ Advisors Inc. | 3,399 | $306.9K | 0.07% | −7−0.2% | Reduced |
| Trueblood Wealth Management, LLC | 3,393 | $306.4K | 0.19% | +3,393 | New |
| Goldstone Financial Group, LLC | 3,388 | $305.9K | 0.08% | +228+7.2% | Added |
| Covestor Ltd | 3,380 | $305.0K | 0.21% | +174+5.4% | Added |
| Univest Financial Corp | 3,375 | $304.7K | 0.09% | −118−3.4% | Reduced |
| Redwood Financial Network Corp | 3,372 | $304.5K | 0.30% | −186−5.2% | Reduced |
| Ameliora Wealth Management Ltd. | 3,367 | $304.0K | 0.15% | −3,058−47.6% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 3,366 | $303.9K | 0.14% | +3,366 | New |
| Falcon Wealth Planning | 3,365 | $303.8K | 0.05% | +3,365 | New |
| Driehaus Capital Management LLC | 3,361 | $303.5K | 0.00% | +3,361 | New |
| Check Capital Management Inc | 3,360 | $303.4K | 0.02% | −32,079−90.5% | Reduced |
| Sonata Capital Group Inc | 3,332 | $301.0K | 0.15% | 00.0% | Unchanged |
| New World Advisors LLC | 3,332 | $300.8K | 0.09% | −795−19.3% | Reduced |
| Fortitude Family Office, LLC | 3,330 | $300.7K | 0.22% | +3,330 | New |
| Signal Advisors Wealth, LLC | 3,315 | $300.3K | 0.10% | +3,315 | New |
| Callan Family Office, LLC | 3,323 | $300.0K | 0.07% | +718+27.6% | Added |
| Wallace Advisory Group, LLC | 3,701 | $300.0K | 0.23% | −2,510−40.4% | Reduced |
| Sargent Investment Group, LLC | 3,319 | $299.7K | 0.07% | +196+6.3% | Added |
| Atlas Private Wealth Advisors | 3,306 | $298.5K | 0.06% | −1,128−25.4% | Reduced |
| Hixon Zuercher, LLC | 3,302 | $298.1K | 0.14% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 3,289 | $297.0K | 0.08% | −87−2.6% | Reduced |
| Plato Investment Management Ltd | 3,276 | $295.8K | 0.36% | +3,276 | New |
| GeoWealth Management, LLC | 3,290 | $295.0K | 0.02% | +3,039+1,210.8% | Added |
| Alesco Advisors LLC | 3,263 | $294.6K | 0.01% | +20+0.6% | Added |
| EWG Elevate Inc. | 3,259 | $294.3K | 0.12% | +3,259 | New |
| Lodestar Private Asset Management LLC | 3,256 | $294.0K | 0.05% | −17−0.5% | Reduced |
| Nebula Research & Development LLC | 3,255 | $293.9K | 0.09% | −2,896−47.1% | Reduced |
| Accel Wealth Management | 3,253 | $293.8K | 0.15% | −17−0.5% | Reduced |
| Rogco, LP | 3,246 | $293.1K | 0.13% | +1,966+153.6% | Added |
| Blueprint Investment Partners LLC | 3,242 | $292.7K | 0.08% | +3,242 | New |
| New England Capital Financial Advisors LLC | 3,241 | $292.6K | 0.18% | −58−1.8% | Reduced |
| Sovereign Financial Group, Inc. | 3,240 | $292.5K | 0.09% | +54+1.7% | Added |
| Unison Asset Management LLC | 3,235 | $292.1K | 0.17% | 00.0% | Unchanged |
| Visionary Horizons, LLC | 3,233 | $291.9K | 0.24% | +3,233 | New |
| Mach-1 Financial Group, Inc. | 3,230 | $291.6K | 0.11% | −145−4.3% | Reduced |
| Convergence Investment Partners, LLC | 3,220 | $291.0K | 0.15% | +92+2.9% | Added |
| Willow Creek Wealth Management Inc. | 3,218 | $290.6K | 0.04% | −16−0.5% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,215 | $290.3K | 0.04% | −104−3.1% | Reduced |
| Almanack Investment Partners, LLC. | 3,210 | $289.8K | 0.05% | +257+8.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,209 | $289.8K | 0.06% | −1,737−35.1% | Reduced |
| Optas, LLC | 3,208 | $289.7K | 0.09% | −133−4.0% | Reduced |
| First Bank & Trust | 3,205 | $289.4K | 0.07% | −38−1.2% | Reduced |
| Seed Wealth Management, Inc. | 3,186 | $289.0K | 0.29% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,182 | $287.3K | 0.20% | −80−2.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,180 | $287.1K | 0.15% | −106−3.2% | Reduced |
| Strait & Sound Wealth Management LLC | 3,178 | $287.1K | 0.18% | −222−6.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,128 | $286.3K | 0.03% | −122−3.8% | Reduced |
| Acropolis Investment Management, LLC | 3,174 | $285.6K | 0.02% | −1,673−34.5% | Reduced |
| Sage Private Wealth Group, LLC | 3,162 | $285.6K | 0.25% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,193 | $285.6K | 0.09% | −252−7.3% | Reduced |
| Capital Performance Advisors LLP | 3,162 | $285.5K | 0.12% | −2,229−41.3% | Reduced |
| Lakeview Capital Partners, LLC | 3,158 | $285.1K | 0.05% | −1,655−34.4% | Reduced |
| Greenhouse Wealth Management, LLC | 3,148 | $284.2K | 0.23% | 00.0% | Unchanged |
| Claret Asset Management Corp | 3,133 | $283.0K | 0.05% | +38+1.2% | Added |
| Pensionmark Financial Group, LLC | 3,131 | $282.9K | 0.04% | +3,131 | New |
| SYSTM Wealth Solutions LLC | 3,125 | $282.5K | 0.04% | +197+6.7% | Added |
| Eagle Capital Management LLC | 3,128 | $282.4K | 0.00% | −3,269−51.1% | Reduced |
| Advisory Resource Group | 3,119 | $281.6K | 0.07% | −20−0.6% | Reduced |
| VCI Wealth Management LLC | 3,112 | $281.0K | 0.17% | +3,112 | New |
| Linscomb & Williams, Inc. | 3,108 | $280.6K | 0.02% | +323+11.6% | Added |
| Eagle Wealth Strategies LLC | 3,107 | $280.5K | 0.17% | +3,107 | New |
| Saxon Interests, Inc. | 3,105 | $280.4K | 0.14% | +3,105 | New |
| CAP Partners, LLC | 3,103 | $280.2K | 0.28% | +3,103 | New |
| Principal Street Partners, LLC | 3,097 | $279.6K | 0.07% | −3,685−54.3% | Reduced |
| Cora Capital Advisors LLC | 3,096 | $279.6K | 0.16% | −715−18.8% | Reduced |
| Calton & Associates, Inc. | 3,093 | $279.2K | 0.11% | +3,093 | New |
| New Republic Capital, LLC | 3,083 | $278.9K | 0.20% | +3,083 | New |