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 |
|---|---|---|---|---|---|
| Intrepid Financial Planning Group LLC | 3,080 | $278.1K | 0.13% | −412−11.8% | Reduced |
| Foster & Motley Inc | 3,074 | $278.0K | 0.02% | −193−5.9% | Reduced |
| McLean Asset Management Corp | 3,041 | $276.4K | 0.10% | −122−3.9% | Reduced |
| SeaBridge Investment Advisors LLC | 3,035 | $274.0K | 0.08% | +460+17.9% | Added |
| Walkner Condon Financial Advisors LLC | 3,034 | $273.9K | 0.06% | +390+14.8% | Added |
| Gratus Capital LLC | 3,033 | $273.9K | 0.02% | +98+3.3% | Added |
| Fusion Capital, LLC | 3,031 | $273.7K | 0.14% | −231−7.1% | Reduced |
| Compass Ion Advisors, LLC | 3,030 | $273.6K | 0.04% | −83−2.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,031 | $273.0K | 0.09% | −497−14.1% | Reduced |
| Custos Family Office, LLC | 3,022 | $272.9K | 0.14% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 3,041 | $272.7K | 0.18% | +371+13.9% | Added |
| Kearns & Associates LLC | 3,020 | $272.7K | 0.23% | 00.0% | Unchanged |
| waypoint wealth counsel | 3,019 | $272.6K | 0.23% | −740−19.7% | Reduced |
| Hill Island Financial LLC | 3,013 | $272.1K | 0.09% | +450+17.6% | Added |
| WestHill Financial Advisors, Inc. | 3,007 | $271.5K | 0.07% | −92−3.0% | Reduced |
| Financial Freedom, LLC | 3,006 | $271.4K | 0.17% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 3,006 | $271.4K | 0.02% | −150−4.8% | Reduced |
| Wharton Business Group, LLC | 3,003 | $271.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of the South | 3,001 | $271.0K | 0.07% | +3,001 | New |
| Wealth Quarterback LLC | 2,994 | $270.3K | 0.17% | −208−6.5% | Reduced |
| Aspen Grove Capital, LLC | 3,026 | $270.1K | 0.08% | +3,026 | New |
| Avaii Wealth Management, LLC | 2,986 | $269.6K | 0.18% | −758−20.2% | Reduced |
| McRae Capital Management Inc | 2,985 | $269.5K | 0.07% | −250−7.7% | Reduced |
| Insight Advisors, LLC | 2,975 | $268.6K | 0.06% | −147−4.7% | Reduced |
| Traynor Capital Management, Inc. | 2,970 | $268.2K | 0.03% | −1,475−33.2% | Reduced |
| Coastline Trust Co | 2,970 | $268.2K | 0.04% | −562−15.9% | Reduced |
| JT Stratford LLC | 2,968 | $268.0K | 0.06% | −4,348−59.4% | Reduced |
| Private Ocean, LLC | 2,963 | $267.5K | 0.03% | −53−1.8% | Reduced |
| NFP Retirement, Inc. | 2,958 | $267.1K | 0.05% | +356+13.7% | Added |
| Crabel Capital Management, LLC | 2,954 | $267.0K | 0.13% | −1,219−29.2% | Reduced |
| King Wealth | 2,959 | $267.0K | 0.05% | −725−19.7% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,957 | $267.0K | 0.16% | +2,957 | New |
| Carolinas Wealth Consulting LLC | 9,640 | $266.1K | 0.06% | +150+1.6% | Added |
| EPIQ Capital Group, LLC | 2,933 | $265.7K | 0.13% | −9−0.3% | Reduced |
| Sterling Wealth Management, Inc. | 2,934 | $264.9K | 0.15% | +2,934 | New |
| Hofer & Associates. Inc | 2,930 | $264.5K | 0.25% | −147−4.8% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,929 | $264.5K | 0.11% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 2,915 | $263.2K | 0.29% | −170−5.5% | Reduced |
| Marathon Capital Management | 2,913 | $263.0K | 0.07% | −123−4.1% | Reduced |
| Meridian Wealth Partners, LLC | 2,903 | $262.1K | 0.05% | +259+9.8% | Added |
| Galibier Capital Management Ltd. | 2,903 | $262.1K | 0.07% | −11,621−80.0% | Reduced |
| WJ Wealth Management, LLC | 2,900 | $261.8K | 0.11% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,886 | $260.6K | 0.02% | +30+1.1% | Added |
| Gateway Wealth Partners, LLC | 2,886 | $260.5K | 0.10% | −1,594−35.6% | Reduced |
| Pathway Financial Advisors LLC | 2,883 | $260.3K | 0.08% | −141−4.7% | Reduced |
| Strategic Advocates LLC | 2,873 | $259.4K | 0.11% | −360−11.1% | Reduced |
| Bank of New Hampshire | 2,859 | $258.1K | 0.07% | −1,896−39.9% | Reduced |
| Aurora Private Wealth, Inc. | 2,853 | $258.0K | 0.24% | −33−1.1% | Reduced |
| Five Oceans Advisors | 2,852 | $257.5K | 0.14% | +307+12.1% | Added |
| Peninsula Asset Management Inc | 2,850 | $257.3K | 0.15% | −25−0.9% | Reduced |
| Rock Point Advisors, LLC | 2,847 | $257.1K | 0.08% | −25−0.9% | Reduced |
| Johnson & White Wealth Management, LLC | 2,852 | $257.0K | 0.21% | +2,852 | New |
| Somerset Trust Co | 2,846 | $257.0K | 0.11% | −1,254−30.6% | Reduced |
| Towercrest Capital Management | 2,846 | $256.9K | 0.05% | −1,133−28.5% | Reduced |
| Ignite Planners, LLC | 2,832 | $256.9K | 0.08% | −1,188−29.6% | Reduced |
| Jacobsen Capital Management | 2,843 | $256.7K | 0.13% | +2,843 | New |
| Orrstown Financial Services Inc | 2,839 | $256.3K | 0.21% | +2,839 | New |
| Rede Wealth, LLC | 2,838 | $256.3K | 0.12% | +31+1.1% | Added |
| Cohen Capital Management, Inc. | 2,830 | $255.5K | 0.05% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,819 | $254.5K | 0.33% | −40−1.4% | Reduced |
| Advance Capital Management, Inc. | 2,809 | $253.6K | 0.02% | −819−22.6% | Reduced |
| Keudell/Morrison Wealth Management | 2,807 | $253.4K | 0.08% | −265−8.6% | Reduced |
| Segment Wealth Management, LLC | 2,802 | $253.0K | 0.02% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 2,800 | $252.8K | 0.26% | −800−22.2% | Reduced |
| MBA Advisors LLC | 2,798 | $252.6K | 0.14% | +195+7.5% | Added |
| WealthPlan Investment Management, LLC | 2,796 | $252.5K | 0.04% | +2,796 | New |
| Kathmere Capital Management, LLC | 2,793 | $252.2K | 0.03% | −2,144−43.4% | Reduced |
| Cooper/Haims Advisors, LLC | 2,792 | $252.1K | 0.14% | 00.0% | Unchanged |
| Avenir Corp | 2,786 | $251.5K | 0.02% | −2,154−43.6% | Reduced |
| Fox Run Management, L.L.C. | 2,786 | $251.5K | 0.06% | +2,786 | New |
| Fountainhead AM, LLC | 2,780 | $251.0K | 0.07% | +2,780 | New |
| James J. Burns & Company, LLC | 2,772 | $251.0K | 0.06% | −14−0.5% | Reduced |
| Miramar Capital, LLC | 2,777 | $250.8K | 0.07% | −50−1.8% | Reduced |
| Kennedy Investment Group | 2,777 | $250.7K | 0.14% | +58+2.1% | Added |
| Cardiff Park Advisors, LLC | 2,776 | $250.6K | 0.03% | −181−6.1% | Reduced |
| Tradewinds Capital Management, LLC | 2,774 | $250.5K | 0.10% | −100−3.5% | Reduced |
| Sym Financial Corp | 2,774 | $250.5K | 0.04% | −788−22.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,769 | $250.0K | 0.07% | −462−14.3% | Reduced |
| Tyler-Stone Wealth Management | 2,765 | $249.6K | 0.13% | −270−8.9% | Reduced |
| Sollinda Capital Management LLC | 2,763 | $249.5K | 0.07% | +2,763 | New |
| Aspire Capital Advisors LLC | 2,758 | $249.0K | 0.10% | +2,758 | New |
| Progressive Investment Management Corp | 2,757 | $248.9K | 0.07% | −64−2.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,753 | $248.5K | 0.06% | −170−5.8% | Reduced |
| STAR Financial Bank | 2,750 | $248.3K | 0.23% | +36+1.3% | Added |
| Montis Financial, LLC | 2,744 | $247.8K | 0.15% | −1,559−36.2% | Reduced |
| Greatmark Investment Partners, Inc. | 2,742 | $247.6K | 0.04% | −510−15.7% | Reduced |
| Royal Capital Wealth Management, LLC | 2,740 | $247.4K | 0.21% | −90−3.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,738 | $247.2K | 0.03% | −689−20.1% | Reduced |
| Investment Advisory Group, LLC | 2,738 | $247.2K | 0.11% | −73−2.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,729 | $246.4K | 0.14% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 2,728 | $246.0K | 0.00% | −294−9.7% | Reduced |
| Encompass Wealth Advisors, LLC | 2,724 | $246.0K | 0.07% | +50+1.9% | Added |
| High Note Wealth, LLC | 2,722 | $245.8K | 0.09% | −123−4.3% | Reduced |
| Dodds Wealth, LLC | 2,716 | $245.2K | 0.13% | +2,716 | New |
| Evermay Wealth Management LLC | 2,705 | $244.9K | 0.05% | −971−26.4% | Reduced |
| Capital City Trust Co | 2,710 | $244.7K | 0.07% | −113−4.0% | Reduced |
| Hudock, Inc. | 2,709 | $244.7K | 0.05% | −35−1.3% | Reduced |
| Financial Network Wealth Advisors LLC | 2,709 | $244.6K | 0.26% | +2,709 | New |
| Walker Asset Management, LLC | 2,707 | $244.4K | 0.18% | +2,707 | New |
| Regent Peak Wealth Advisors LLC | 2,707 | $244.4K | 0.07% | +2,707 | New |