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; 2,948 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
- 3,010
- +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
- 928 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 176,363 | $15.9M | 0.13% | −10,794−5.8% | Reduced |
| Atria Wealth Solutions, Inc. | 175,392 | $15.8M | 0.20% | −4,339−2.4% | Reduced |
| Windward Capital Management Co | 174,115 | $15.7M | 1.36% | −806−0.5% | Reduced |
| Oppenheimer & Co Inc | 173,239 | $15.6M | 0.29% | −18,074−9.4% | Reduced |
| Pinnacle Associates Ltd | 172,796 | $15.6M | 0.26% | −16,332−8.6% | Reduced |
| Tremblant Capital Group | 171,956 | $15.5M | 1.77% | +171,956 | New |
| CapitalatWork S.A. | 171,501 | $15.5M | 0.56% | +171,501 | New |
| KLCM Advisors, Inc. | 171,075 | $15.4M | 2.38% | +81,227+90.4% | Added |
| Clifford Swan Investment Counsel LLC | 170,375 | $15.4M | 0.60% | −6,302−3.6% | Reduced |
| Stock Yards Bank & Trust Co | 168,806 | $15.2M | 0.54% | −19,004−10.1% | Reduced |
| Gotham Asset Management, LLC | 167,891 | $15.2M | 0.28% | +91,382+119.4% | Added |
| Chescapmanager LLC | 167,500 | $15.1M | 3.54% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 132,791 | $15.1M | 0.21% | +132,791 | New |
| NorthCrest Asset Manangement, LLC | 164,533 | $14.9M | 0.56% | −8,427−4.9% | Reduced |
| Ieq Capital, LLC | 163,691 | $14.8M | 0.25% | +42,807+35.4% | Added |
| Stewart & Patten Co LLC | 162,960 | $14.7M | 2.30% | +3,837+2.4% | Added |
| FengHe Fund Management Pte. Ltd. | 162,800 | $14.7M | 2.58% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 162,800 | $14.7M | 0.47% | −4,588−2.7% | Reduced |
| Elo Mutual Pension Insurance Co | 159,751 | $14.4M | 0.39% | +6,813+4.5% | Added |
| Ally Financial Inc. | 158,000 | $14.3M | 1.86% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 157,168 | $14.2M | 0.13% | −7,213−4.4% | Reduced |
| Godsey & Gibb Associates | 156,992 | $14.2M | 1.61% | −10,186−6.1% | Reduced |
| Ethic Inc. | 155,977 | $14.1M | 0.42% | +24,031+18.2% | Added |
| Engineers Gate Manager LP | 155,319 | $14.0M | 0.40% | +155,319 | New |
| Farmers & Merchants Investments Inc | 154,964 | $14.0M | 0.51% | +963+0.6% | Added |
| Washington Trust Advisors, Inc. | 154,349 | $13.9M | 1.33% | −318−0.2% | Reduced |
| Gulf International Bank (UK) Ltd | 153,140 | $13.8M | 0.39% | −14,042−8.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 152,812 | $13.8M | 0.29% | +48,190+46.1% | Added |
| Bradley Foster & Sargent Inc | 152,500 | $13.8M | 0.27% | −50,814−25.0% | Reduced |
| Cobblestone Capital Advisors LLC | 151,821 | $13.7M | 0.90% | −22,265−12.8% | Reduced |
| TownSquare Capital, LLC | 151,610 | $13.7M | 0.23% | −34,282−18.4% | Reduced |
| Taurus Asset Management, LLC | 150,299 | $13.6M | 1.47% | −16,909−10.1% | Reduced |
| SeaTown Holdings Pte. Ltd. | 150,000 | $13.5M | 1.86% | +44,300+41.9% | Added |
| Wetherby Asset Management Inc | 149,904 | $13.5M | 0.71% | +1,383+0.9% | Added |
| Equitable Holdings, Inc. | 149,526 | $13.5M | 0.17% | +2,459+1.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 148,673 | $13.4M | 0.17% | +27,454+22.6% | Added |
| Bridgeway Capital Management, LLC | 148,549 | $13.4M | 0.29% | −1,267−0.8% | Reduced |
| Tredje AP-fonden | 148,424 | $13.4M | 0.17% | +24,810+20.1% | Added |
| Rbo & Co LLC | 147,437 | $13.3M | 2.28% | −7,756−5.0% | Reduced |
| Rafferty Asset Management, LLC | 146,995 | $13.3M | 0.06% | −87−0.1% | Reduced |
| Leonteq Securities AG | 146,691 | $13.2M | 1.70% | −68,825−31.9% | Reduced |
| Kentucky Retirement Systems | 146,402 | $13.2M | 0.41% | +4,576+3.2% | Added |
| Nordea Investment Management AB | 145,865 | $13.1M | 0.02% | −995,460−87.2% | Reduced |
| Van Hulzen Asset Management, LLC | 145,019 | $13.1M | 0.92% | −2,594−1.8% | Reduced |
| Country Club Bank | 144,454 | $13.1M | 0.99% | −2,762−1.9% | Reduced |
| DDD Partners, LLC | 143,457 | $13.0M | 1.74% | −41,253−22.3% | Reduced |
| Fiduciary Trust Co | 143,074 | $12.9M | 0.22% | −6,038−4.0% | Reduced |
| Addenda Capital Inc. | 142,459 | $12.9M | 0.50% | +907+0.6% | Added |
| Varma Mutual Pension Insurance Co | 142,872 | $12.9M | 0.14% | +102,694+255.6% | Added |
| Oregon Public Employees Retirement Fund | 142,793 | $12.9M | 0.23% | +1,316+0.9% | Added |
| Silvercrest Asset Management Group LLC | 142,415 | $12.9M | 0.09% | +322+0.2% | Added |
| Maryland State Retirement & Pension System | 142,373 | $12.9M | 0.26% | +1,515+1.1% | Added |
| Quantitative Investment Management, LLC | 140,739 | $12.7M | 0.73% | +140,739 | New |
| Townsend & Associates, Inc | 135,263 | $12.6M | 1.58% | +62,828+86.7% | Added |
| Sawgrass Asset Management LLC | 139,500 | $12.6M | 1.42% | +73,471+111.3% | Added |
| Olstein Capital Management, L.P. | 139,000 | $12.6M | 2.12% | 00.0% | Unchanged |
| Earnest Partners LLC | 138,315 | $12.5M | 0.06% | −242−0.2% | Reduced |
| Terril Brothers, Inc. | 137,129 | $12.4M | 4.39% | +82,187+149.6% | Added |
| Raymond James Trust N.A. | 135,066 | $12.2M | 0.32% | +1,228+0.9% | Added |
| Clifford Capital Partners LLC | 132,905 | $12.0M | 3.10% | +30,705+30.0% | Added |
| Stonebridge Capital Advisors LLC | 132,720 | $12.0M | 1.20% | +3,823+3.0% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 132,199 | $12.0M | 0.82% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 132,092 | $11.9M | 0.18% | +12,495+10.4% | Added |
| Cresset Asset Management, LLC | 131,372 | $11.9M | 0.07% | +5,216+4.1% | Added |
| Chilton Capital Management LLC | 131,676 | $11.9M | 0.61% | −4,190−3.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 131,382 | $11.9M | 0.71% | +977+0.7% | Added |
| Hosking Partners LLP | 131,023 | $11.8M | 0.50% | −9,486−6.8% | Reduced |
| Apriem Advisors | 130,450 | $11.8M | 1.57% | +3,722+2.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 129,482 | $11.7M | 0.32% | +17,829+16.0% | Added |
| Beese Fulmer Investment Management, Inc. | 128,218 | $11.6M | 1.20% | −5,227−3.9% | Reduced |
| Ancora Advisors, LLC | 128,060 | $11.6M | 0.27% | +62,266+94.6% | Added |
| Flputnam Investment Management Co | 127,677 | $11.5M | 0.27% | +14,548+12.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 126,712 | $11.4M | 2.53% | −4,792−3.6% | Reduced |
| Greenwood Gearhart Inc | 126,026 | $11.4M | 1.21% | −6,478−4.9% | Reduced |
| Nixon Capital, LLC | 125,799 | $11.4M | 5.09% | +14,608+13.1% | Added |
| Sandy Spring Bank | 125,589 | $11.3M | 0.56% | −7,292−5.5% | Reduced |
| Rheos Capital Works Inc. | 124,500 | $11.2M | 0.62% | +10,000+8.7% | Added |
| Lathrop Investment Management Corp | 123,600 | $11.2M | 2.28% | +1,839+1.5% | Added |
| Tamar Securities, LLC | 123,405 | $11.1M | 2.19% | +8,213+7.1% | Added |
| Hartford Investment Management Co | 123,306 | $11.1M | 0.42% | −1,892−1.5% | Reduced |
| Bragg Financial Advisors, Inc | 122,713 | $11.1M | 0.53% | +948+0.8% | Added |
| First Trust Advisors LP | 122,527 | $11.1M | 0.01% | −72,675−37.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 121,196 | $10.9M | 0.64% | +2,692+2.3% | Added |
| GAM Holding AG | 121,194 | $10.9M | 0.81% | −10,188−7.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 119,829 | $10.8M | 0.98% | −3,771−3.1% | Reduced |
| Lee Danner & Bass Inc | 119,521 | $10.8M | 0.92% | −6,262−5.0% | Reduced |
| Pacer Advisors, Inc. | 118,972 | $10.7M | 0.03% | −126,283−51.5% | Reduced |
| Eisler Capital (UK) Ltd. | 118,660 | $10.7M | 0.98% | −62,829−34.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 118,523 | $10.7M | 0.51% | −1,667−1.4% | Reduced |
| Baader Bank INC | 118,756 | $10.7M | 0.91% | −12,916−9.8% | Reduced |
| Washington Trust Bank | 117,785 | $10.6M | 0.94% | −2,741−2.3% | Reduced |
| Azimuth Capital Investment Management LLC | 116,348 | $10.5M | 0.47% | −4,076−3.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 109,123 | $10.5M | 0.10% | −2,796−2.5% | Reduced |
| Providence Capital Advisors, LLC | 115,884 | $10.5M | 2.51% | +510+0.4% | Added |
| Securian Asset Management, Inc | 115,876 | $10.5M | 0.30% | −15,432−11.8% | Reduced |
| Bulltick Wealth Management, LLC | 113,740 | $10.3M | 2.36% | −404−0.4% | Reduced |
| QV Investors Inc. | 113,390 | $10.2M | 0.92% | −1,390−1.2% | Reduced |
| Intech Investment Management LLC | 113,034 | $10.2M | 0.15% | −11,392−9.2% | Reduced |
| Night Owl Capital Management, LLC | 125,779 | $10.2M | 2.55% | 00.0% | Unchanged |
| Strategic Wealth Designers | 112,427 | $10.2M | 1.53% | −1,604−1.4% | Reduced |