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 |
|---|---|---|---|---|---|
| First Citizens Financial Corp | 2,392 | $216.0K | 0.14% | +2,392 | New |
| Lakeshore Financial Planning, Inc. | 2,387 | $215.5K | 0.12% | −1,217−33.8% | Reduced |
| PVG Asset Management Corp | 2,382 | $215.1K | 1.04% | +2,382 | New |
| Boothe Investment Group, Inc. | 2,378 | $215.0K | 0.10% | +2,378 | New |
| New Insight Wealth Advisors | 2,378 | $214.7K | 0.14% | +2,378 | New |
| Crane Advisory, LLC | 2,362 | $214.7K | 0.05% | 00.0% | Unchanged |
| Element Wealth, LLC | 2,376 | $214.5K | 0.13% | +2,376 | New |
| Headinvest, LLC | 2,374 | $214.3K | 0.04% | −247−9.4% | Reduced |
| AJOVista, LLC | 2,368 | $213.8K | 0.27% | +2,368 | New |
| Cascade Investment Group, Inc. | 2,364 | $213.4K | 0.17% | −241−9.3% | Reduced |
| West Wealth Group, LLC | 2,361 | $213.2K | 0.08% | −848−26.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,355 | $213.0K | 0.06% | −155−6.2% | Reduced |
| Vectors Research Management, LLC | 2,364 | $213.0K | 0.06% | +2,364 | New |
| Centerpoint Advisors, LLC | 2,345 | $212.0K | 0.08% | −1,004−30.0% | Reduced |
| Alpha Financial Partners, LLC | 2,347 | $211.9K | 0.21% | +2,347 | New |
| Centennial Bank | 2,343 | $211.6K | 0.13% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,340 | $211.3K | 0.10% | −6,650−74.0% | Reduced |
| Kampmann Melissa S. | 2,340 | $211.3K | 0.18% | −3,925−62.6% | Reduced |
| Wealth Management Partners, LLC | 2,329 | $210.3K | 0.12% | −586−20.1% | Reduced |
| Zions Bancorporation, N.A. | 2,326 | $210.0K | 0.01% | +103+4.6% | Added |
| Blue Barn Wealth, LLC | 2,321 | $209.6K | 0.12% | +2,321 | New |
| Ade, LLC | 2,319 | $209.4K | 0.15% | +2,319 | New |
| Deseret Mutual Benefit Administrators | 2,310 | $208.6K | 0.12% | −678−22.7% | Reduced |
| Francis Financial, Inc. | 2,306 | $208.2K | 0.09% | +2,306 | New |
| Ami Asset Management Corp | 2,303 | $207.9K | 0.01% | +2,303 | New |
| Fairfield Financial Advisors, LTD | 2,299 | $207.6K | 0.08% | −126−5.2% | Reduced |
| Alliance Wealth Management Group | 2,291 | $206.9K | 0.06% | +2,291 | New |
| SJS Investment Consulting Inc. | 2,288 | $206.6K | 0.05% | +147+6.9% | Added |
| Kaydan Wealth Management, Inc. | 2,280 | $205.9K | 0.08% | +2,280 | New |
| WESPAC Advisors, LLC | 2,273 | $205.2K | 0.14% | −290−11.3% | Reduced |
| Fairfield, Bush & Co. | 2,272 | $205.1K | 0.12% | −4,262−65.2% | Reduced |
| City State Bank | 2,272 | $205.0K | 0.10% | −466−17.0% | Reduced |
| Westshore Wealth, LLC | 2,269 | $204.9K | 0.09% | +2,269 | New |
| Gries Financial LLC | 2,266 | $204.6K | 0.04% | +2,266 | New |
| Morris Financial Concepts, Inc. | 2,263 | $204.3K | 0.12% | +2,263 | New |
| Point72 Europe (London) LLP | 2,262 | $204.2K | 0.03% | +2,262 | New |
| Bellecapital International Ltd. | 2,255 | $203.6K | 0.05% | +2,255 | New |
| MN Wealth Advisors, LLC | 2,252 | $203.4K | 0.14% | +2,252 | New |
| S.A. Mason LLC | 2,251 | $203.2K | 0.14% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 2,249 | $203.1K | 0.17% | +2,249 | New |
| Acorns Advisers, LLC | 2,252 | $203.0K | 0.00% | +2,252 | New |
| Mosaic Family Wealth Partners, LLC | 2,246 | $202.8K | 0.03% | −281−11.1% | Reduced |
| Summit Wealth Partners, LLC | 2,239 | $202.1K | 0.05% | +2,239 | New |
| Buckhead Capital Management LLC | 2,234 | $201.7K | 0.07% | +2,234 | New |
| Spectrum Wealth Counsel, LLC | 2,232 | $201.5K | 0.03% | +2,232 | New |
| Winning Points Advisors, LLC | 2,232 | $201.5K | 0.31% | +2,232 | New |
| Keebeck Wealth Management, LLC | 2,222 | $201.4K | 0.03% | +2,222 | New |
| Arden Trust Co | 2,229 | $201.3K | 0.03% | −402−15.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,229 | $201.3K | 0.01% | −74,469−97.1% | Reduced |
| Lesa Sroufe & Co | 2,231 | $201.0K | 0.21% | +2,231 | New |
| Towerpoint Wealth, LLC | 2,225 | $200.9K | 0.11% | +2,225 | New |
| Tortoise Investment Management, LLC | 2,170 | $196.0K | 0.03% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 2,146 | $193.8K | 0.01% | −161−7.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,126 | $192.0K | 0.05% | −351−14.2% | Reduced |
| Park Place Capital Corp | 2,092 | $188.9K | 0.08% | −170−7.5% | Reduced |
| McIlrath & Eck, LLC | 2,092 | $188.9K | 0.03% | −153−6.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,091 | $188.8K | 0.11% | −600−22.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,162 | $187.9K | 0.09% | +87+4.2% | Added |
| SRS Capital Advisors, Inc. | 2,070 | $186.9K | 0.02% | −66−3.1% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 1,955 | $186.5K | 0.11% | +1,955 | New |
| Pin Oak Investment Advisors Inc | 2,025 | $183.0K | 0.19% | 00.0% | Unchanged |
| Price Jennifer C. | 2,000 | $180.6K | 0.12% | 00.0% | Unchanged |
| Lee Financial Co | 1,969 | $178.3K | 0.03% | −156−7.3% | Reduced |
| Sit Investment Associates Inc | 1,930 | $174.0K | 0.00% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 1,888 | $170.5K | 0.11% | +1,888 | New |
| Turtle Creek Wealth Advisors, LLC | 1,875 | $169.3K | 0.05% | +1,875 | New |
| Edentree Asset Management Ltd | 1,850 | $167.0K | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,846 | $167.0K | 0.02% | −155−7.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,849 | $167.0K | 0.04% | −141−7.1% | Reduced |
| Criterion Capital Advisors, LLC | 1,847 | $166.8K | 0.12% | +1,847 | New |
| True Wealth Design, LLC | 1,838 | $166.0K | 0.05% | −53−2.8% | Reduced |
| Kapitalo Investimentos Ltda | 1,828 | $165.1K | 0.03% | +1,828 | New |
| Stephens Consulting, LLC | 1,824 | $164.7K | 0.06% | −3−0.2% | Reduced |
| Atticus Wealth Management, LLC | 1,802 | $162.7K | 0.06% | 00.0% | Unchanged |
| Nkcfo LLC | 1,749 | $158.0K | 0.09% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,715 | $154.8K | 0.11% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1,699 | $153.4K | 0.09% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,682 | $151.9K | 0.03% | −94−5.3% | Reduced |
| Beacon Capital Management, LLC | 1,867 | $151.3K | 0.04% | −40−2.1% | Reduced |
| Spartan Planning & Wealth Management | 1,667 | $150.5K | 0.16% | +1,665+83,250.0% | Added |
| Macroview Investment Management LLC | 1,657 | $149.6K | 0.18% | +499+43.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,648 | $148.8K | 0.09% | −85−4.9% | Reduced |
| Raleigh Capital Management Inc. | 1,640 | $148.1K | 0.07% | −182−10.0% | Reduced |
| Eagle Bay Advisors LLC | 1,634 | $147.5K | 0.09% | +433+36.1% | Added |
| Atwood & Palmer Inc | 1,606 | $145.0K | 0.01% | −757−32.0% | Reduced |
| Keener Financial Planning LLC | 1,602 | $145.0K | 0.11% | +1,602 | New |
| Bogart Wealth, LLC | 1,603 | $144.7K | 0.01% | −664−29.3% | Reduced |
| Princeton Global Asset Management LLC | 1,601 | $144.6K | 0.04% | −159−9.0% | Reduced |
| Morton Brown Family Wealth, LLC | 1,600 | $144.5K | 0.06% | +310+24.0% | Added |
| M&R Capital Management Inc | 1,590 | $143.6K | 0.04% | −851−34.9% | Reduced |
| DT Investment Partners, LLC | 1,480 | $143.5K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,585 | $143.0K | 0.07% | −248−13.5% | Reduced |
| Horizon Bancorp Inc | 1,578 | $142.0K | 0.07% | +555+54.3% | Added |
| TFC Financial Management | 1,500 | $135.5K | 0.03% | −303−16.8% | Reduced |
| Rosenberg Matthew Hamilton | 1,476 | $133.2K | 0.04% | −953−39.2% | Reduced |
| IAG Wealth Partners, LLC | 1,459 | $131.7K | 0.03% | −680−31.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $130.9K | 0.06% | +1,450 | New |
| Tower View Investment Management & Research LLC | 1,435 | $130.0K | 0.08% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,438 | $129.8K | 0.03% | −158−9.9% | Reduced |
| Rational Advisors LLC | 1,437 | $129.7K | 0.01% | −2,291−61.5% | Reduced |