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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 1,425 | $129.0K | 0.03% | −9−0.6% | Reduced |
| PrairieView Partners, LLC | 1,400 | $126.0K | 0.02% | −100−6.7% | Reduced |
| Pineridge Advisors LLC | 1,389 | $125.4K | 0.04% | +1,389 | New |
| Compass Wealth Management LLC | 1,375 | $124.2K | 0.03% | +41+3.1% | Added |
| Wetzel Investment Advisors, Inc. | 1,369 | $124.0K | 0.08% | +1,369 | New |
| Founders Capital Management | 1,366 | $123.3K | 0.09% | −222−14.0% | Reduced |
| Scarborough Advisors, LLC | 1,359 | $122.7K | 0.03% | +1,359 | New |
| HighMark Wealth Management LLC | 1,358 | $122.6K | 0.09% | −121−8.2% | Reduced |
| AllSquare Wealth Management LLC | 1,322 | $119.4K | 0.07% | −4−0.3% | Reduced |
| Basso Capital Management, L.P. | 1,313 | $118.6K | 0.12% | +1,313 | New |
| Roble, Belko & Company, Inc | 1,307 | $118.0K | 0.02% | +1,200+1,121.5% | Added |
| Contravisory Investment Management, Inc. | 1,270 | $114.7K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,270 | $114.7K | 0.02% | +83+7.0% | Added |
| Riggs Asset Managment Co. Inc. | 1,251 | $113.0K | 0.04% | +135+12.1% | Added |
| Tidemark, LLC | 1,233 | $111.4K | 0.07% | +1,233 | New |
| Core Wealth Advisors, Inc. | 1,231 | $111.1K | 0.04% | −413−25.1% | Reduced |
| Level Financial Advisors, Inc. | 1,222 | $110.3K | 0.05% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,216 | $109.8K | 0.07% | −6−0.5% | Reduced |
| Rise Advisors, LLC | 1,213 | $109.5K | 0.08% | +543+81.0% | Added |
| Long Island Wealth Management, Inc. | 1,212 | $109.0K | 0.08% | +1,212 | New |
| Activest Wealth Management | 1,182 | $106.7K | 0.06% | −3−0.3% | Reduced |
| Private Wealth Management Group, LLC | 1,165 | $105.2K | 0.05% | +1,165 | New |
| Pacific Capital Wealth Advisors, Inc | 1,150 | $103.8K | 0.03% | +1,150 | New |
| BBJS Financial Advisors, LLC | 1,139 | $102.8K | 0.04% | −1,217−51.7% | Reduced |
| Paladin Advisory Group, LLC | 1,119 | $101.0K | 0.08% | −163−12.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,083 | $97.8K | 0.02% | +1,083 | New |
| Creative Capital Management Investments LLC | 1,078 | $97.3K | 0.06% | −89−7.6% | Reduced |
| State of Wyoming | 1,065 | $96.2K | 0.02% | −12−1.1% | Reduced |
| Rockbridge Investment Management, LCC | 1,063 | $96.0K | 0.01% | +1,063 | New |
| Pathway Financial Advisers, LLC | 1,060 | $95.7K | 0.04% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,038 | $93.7K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 1,032 | $93.0K | 0.03% | −24−2.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,030 | $93.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,028 | $92.8K | 0.03% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,024 | $92.5K | 0.04% | +1,024 | New |
| Pittenger & Anderson Inc | 1,019 | $92.0K | 0.00% | −801−44.0% | Reduced |
| America First Investment Advisors, LLC | 1,001 | $90.4K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,000 | $90.3K | 0.08% | +1,000 | New |
| Migdal Insurance & Financial Holdings Ltd. | 995 | $90.0K | 0.00% | −15−1.5% | Reduced |
| Core Alternative Capital | 993 | $89.7K | 0.02% | −386−28.0% | Reduced |
| Spotlight Asset Group, Inc. | 1,084 | $87.9K | 0.08% | 00.0% | Unchanged |
| PFS Partners, LLC | 959 | $86.6K | 0.06% | −75−7.3% | Reduced |
| Kelly Financial Services LLC | 953 | $86.1K | 0.03% | −159−14.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 948 | $85.6K | 0.03% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 945 | $85.3K | 0.05% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 941 | $85.0K | 0.02% | −1,100−53.9% | Reduced |
| Frazier Financial Advisors, LLC | 936 | $84.5K | 0.07% | +936 | New |
| Bell Investment Advisors, Inc | 929 | $83.9K | 0.02% | +275+42.0% | Added |
| Annapolis Financial Services, LLC | 910 | $82.2K | 0.02% | −77−7.8% | Reduced |
| CKW Financial Group | 895 | $81.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 894 | $80.7K | 0.03% | +7+0.8% | Added |
| Arlington Trust Co LLC | 890 | $80.4K | 0.02% | +890 | New |
| AlphaMark Advisors, LLC | 884 | $80.0K | 0.03% | −5−0.6% | Reduced |
| Operose Advisors LLC | 882 | $79.6K | 0.03% | −1,057−54.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 881 | $79.5K | 0.02% | −5−0.6% | Reduced |
| Caitlin John, LLC | 874 | $79.2K | 0.06% | +874 | New |
| Country Trust Bank | 846 | $76.4K | 0.00% | −212,734−99.6% | Reduced |
| Pacifica Partners Inc. | 835 | $75.8K | 0.04% | +60+7.7% | Added |
| Dakota Community Bank & Trust NA | 837 | $75.6K | 0.42% | −20−2.3% | Reduced |
| American State Bank (Iowa) | 818 | $73.9K | 0.05% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 805 | $72.6K | 0.06% | +805 | New |
| Ramirez Asset Management, Inc. | 800 | $72.2K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 787 | $71.1K | 0.05% | −200−20.3% | Reduced |
| Impact Partnership Wealth, LLC | 765 | $69.1K | 0.03% | −1,566−67.2% | Reduced |
| Vima LLC | 758 | $68.4K | 0.16% | +758 | New |
| Fortis Group Advisors, LLC | 748 | $67.5K | 0.02% | +374+100.0% | Added |
| Lowe Wealth Advisors, LLC | 746 | $67.4K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 745 | $67.0K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 730 | $65.9K | 0.05% | +730 | New |
| Timber Creek Capital Management LLC | 713 | $64.4K | 0.02% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 700 | $63.2K | 0.04% | +700 | New |
| Signature Resources Capital Management, LLC | 676 | $61.0K | 0.06% | +676 | New |
| Cranbrook Wealth Management, LLC | 673 | $60.8K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 662 | $60.0K | 0.06% | +662 | New |
| Abound Wealth Management | 662 | $59.8K | 0.02% | +3+0.5% | Added |
| Front Row Advisors LLC | 651 | $59.0K | 0.03% | −230−26.1% | Reduced |
| REAP Financial Group, LLC | 650 | $58.7K | 0.02% | +650 | New |
| Vermillion & White Wealth Management Group, LLC | 644 | $58.1K | 0.06% | +644 | New |
| Financial Management Professionals, Inc. | 642 | $58.0K | 0.01% | +36+5.9% | Added |
| WealthCollab, LLC | 632 | $57.1K | 0.04% | +632 | New |
| Raffa Wealth Management, LLC | 627 | $56.6K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 618 | $55.0K | 0.04% | +618 | New |
| Able Wealth Management LLC | 595 | $53.7K | 0.05% | +595 | New |
| Voisard Asset Management Group, Inc. | 591 | $53.3K | 0.03% | +591 | New |
| Livelsberger Financial Advisory | 589 | $53.2K | 0.05% | +589 | New |
| Orion Capital Management LLC | 584 | $52.7K | 0.03% | +150+34.6% | Added |
| FSA Wealth Management LLC | 578 | $52.0K | 0.02% | +578 | New |
| Gould Capital, LLC | 565 | $51.0K | 0.04% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 558 | $50.4K | 0.02% | +74+15.3% | Added |
| GoalVest Advisory LLC | 557 | $50.3K | 0.02% | +410+278.9% | Added |
| Ogorek Anthony Joseph | 561 | $50.0K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 545 | $49.2K | 0.01% | +545 | New |
| Deane Retirement Strategies, Inc. | 536 | $48.4K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 535 | $48.3K | 0.05% | +535 | New |
| Koesten, Hirschmann & Crabtree, INC. | 531 | $47.9K | 0.03% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 525 | $47.4K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 516 | $46.6K | 0.03% | +516 | New |
| Dunhill Financial, LLC | 500 | $45.2K | 0.04% | +500 | New |
| Joseph Group Capital Management | 500 | $45.1K | 0.03% | −254−33.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 498 | $45.0K | 0.00% | +117+30.7% | Added |