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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 491 | $44.4K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 481 | $43.5K | 0.03% | +481 | New |
| Syntax Research, Inc. | 474 | $42.8K | 0.04% | −12−2.5% | Reduced |
| Y.D. More Investments Ltd | 468 | $42.2K | 0.01% | −7,898−94.4% | Reduced |
| Carolina Wealth Advisors, LLC | 462 | $41.7K | 0.02% | 00.0% | Unchanged |
| Mango Five Family, Inc. | 450 | $40.6K | 0.02% | +450 | New |
| Clear Point Advisors Inc. | 446 | $40.3K | 0.04% | +446 | New |
| Coston, McIsaac & Partners | 447 | $40.0K | 0.01% | +30+7.2% | Added |
| BKM Wealth Management, LLC | 434 | $39.2K | 0.02% | +434 | New |
| Cedar Mountain Advisors, LLC | 429 | $38.7K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 421 | $38.0K | 0.01% | −223−34.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 415 | $37.5K | 0.01% | −96−18.8% | Reduced |
| Frank, Rimerman Advisors LLC | 414 | $37.4K | 0.01% | +414 | New |
| Wolff Wiese Magana LLC | 410 | $37.0K | 0.04% | −165−28.7% | Reduced |
| Avondale Wealth Management | 407 | $36.7K | 0.03% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 405 | $36.6K | 0.00% | −25−5.8% | Reduced |
| Ofi Invest Asset Management | 430 | $35.1K | 0.00% | −17−3.8% | Reduced |
| Evolution Advisers, Inc. | 380 | $34.0K | 0.02% | +105+38.2% | Added |
| Partnership Wealth Management, LLC | 340 | $32.7K | 0.02% | +340 | New |
| Stone House Investment Management, LLC | 346 | $31.2K | 0.01% | +270+355.3% | Added |
| Boyd Watterson Asset Management LLC | 345 | $31.1K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 335 | $30.2K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 312 | $28.2K | 0.02% | −100−24.3% | Reduced |
| Gold Investment Management Ltd. | 308 | $27.8K | 0.01% | +308 | New |
| Quarry LP | 307 | $27.7K | 0.01% | −662−68.3% | Reduced |
| J.Safra Asset Management Corp | 303 | $27.4K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 300 | $27.1K | 0.02% | −500−62.5% | Reduced |
| Marathon Trading Investment Management LLC | 294 | $26.5K | 0.01% | −8,360−96.6% | Reduced |
| Planned Solutions, Inc. | 285 | $25.7K | 0.01% | +285 | New |
| Nordwand Advisors, LLC | 279 | $25.2K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 261 | $24.3K | 0.01% | +261 | New |
| DiNuzzo Private Wealth, Inc. | 267 | $24.1K | 0.00% | +267 | New |
| First PREMIER Bank | 261 | $24.0K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 265 | $23.9K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 255 | $23.0K | 0.01% | −600−70.2% | Reduced |
| New Millennium Group LLC | 250 | $22.6K | 0.02% | −17−6.4% | Reduced |
| Retirement Group, LLC | 247 | $22.3K | 0.01% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 270 | $22.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 243 | $22.0K | 0.01% | −103−29.8% | Reduced |
| MB, Levis & Associates, LLC | 234 | $21.1K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 203 | $18.4K | 0.01% | −13,556−98.5% | Reduced |
| CGC Financial Services, LLC | 167 | $15.1K | 0.01% | +85+103.7% | Added |
| DAGCO, Inc. | 159 | $14.4K | 0.01% | −6,005−97.4% | Reduced |
| Dynamic Wealth Strategies, LLC | 159 | $14.4K | 0.01% | +159 | New |
| PayPay Securities Corp | 155 | $14.1K | 0.69% | −53−25.5% | Reduced |
| Red Tortoise LLC | 152 | $13.7K | 0.01% | +134+744.4% | Added |
| Team Financial Group, LLC | 149 | $13.5K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 137 | $12.4K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 137 | $12.4K | 0.01% | −114−45.4% | Reduced |
| Valued Wealth Advisors LLC | 150 | $12.2K | 0.01% | +150 | New |
| Kessler Investment Group, LLC | 127 | $11.5K | 0.01% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 124 | $11.2K | 0.01% | +124 | New |
| Nalls Sherbakoff Group, LLC | 123 | $11.1K | 0.01% | −6−4.7% | Reduced |
| Richardson Capital Management LLC | 120 | $10.8K | 0.01% | +120 | New |
| Robinswood Financial LLC | 116 | $10.5K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 116 | $10.5K | 0.00% | −85−42.3% | Reduced |
| Abich Financial Wealth Management LLC | 116 | $10.5K | 0.01% | +116 | New |
| Atlantic Private Wealth, LLC | 111 | $10.1K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 110 | $9.93K | 0.01% | +110 | New |
| LGT Financial Advisors LLC | 107 | $9.66K | 0.01% | −330−75.5% | Reduced |
| Solstein Capital, LLC | 107 | $9.66K | 0.01% | −12−10.1% | Reduced |
| Aspect Partners, LLC | 107 | $9.66K | 0.01% | +107 | New |
| WFA Asset Management Corp | 106 | $9.57K | 0.01% | −200−65.4% | Reduced |
| Insight Financial Services | 102 | $9.21K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $9.04K | 0.00% | −200−66.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 100 | $9.03K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $9.03K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 100 | $9.03K | 0.01% | +100 | New |
| NewSquare Capital LLC | 87 | $7.88K | 0.00% | −169−66.0% | Reduced |
| Grayhawk Investment Strategies Inc. | 87 | $7.86K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 86 | $7.76K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 83 | $7.49K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 77 | $7.00K | 0.00% | −403−84.0% | Reduced |
| JDM Financial Group LLC | 75 | $6.77K | 0.01% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 70 | $6.35K | 0.00% | +10+16.7% | Added |
| Benjamin Edwards Inc | 69 | $6.00K | 0.00% | −50−42.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 59 | $6.00K | 0.00% | −50−45.9% | Reduced |
| Bollard Group LLC | 71 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 69 | $6.00K | 0.00% | +10+16.9% | Added |
| Lummis Asset Management, LP | 58 | $5.24K | 0.00% | +58 | New |
| Trust Co | 55 | $4.97K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 54 | $4.88K | 0.00% | +5+10.2% | Added |
| Davidson Capital Management Inc. | 54 | $4.88K | 0.00% | +54 | New |
| Clear Investment Research, LLC | 51 | $4.61K | 0.01% | −4−7.3% | Reduced |
| Horrell Capital Management, Inc. | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 41 | $3.70K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 38 | $3.43K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 35 | $3.16K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 32 | $2.89K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 32 | $2.89K | 0.00% | +32 | New |
| Custom Portfolio Group LLC | 31 | $2.81K | 0.00% | +31 | New |
| a16z Perennial Management, L.P. | 22 | $1.99K | 0.00% | +22 | New |
| Eukles Asset Management | 20 | $1.81K | 0.00% | −2−9.1% | Reduced |
| WestEnd Advisors, LLC | 20 | $1.81K | 0.00% | +2+11.1% | Added |
| ClariVest Asset Management LLC | 17 | $1.54K | 0.00% | +5+41.7% | Added |
| Halpern Financial, Inc. | 15 | $1.38K | 0.00% | −59−79.7% | Reduced |
| Robbins Farley LLC | 14 | $1.26K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 10 | $903 | 0.00% | 00.0% | Unchanged |