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 |
|---|---|---|---|---|---|
| Steigerwald, Gordon & Koch Inc. | 112,103 | $10.1M | 1.37% | −8,119−6.8% | Reduced |
| Stratos Wealth Partners, LTD. | 112,095 | $10.1M | 0.19% | −9,622−7.9% | Reduced |
| Avalon Trust Co | 111,698 | $10.1M | 0.92% | +18,827+20.3% | Added |
| Pinnacle Financial Partners Inc | 111,401 | $10.1M | 0.24% | −2,864−2.5% | Reduced |
| DRH Investments, Inc. | 111,237 | $10.0M | 9.32% | −6,368−5.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 110,625 | $10.0M | 2.09% | −16,420−12.9% | Reduced |
| RPG Investment Advisory, LLC | 110,604 | $9.99M | 1.63% | −160.0% | Reduced |
| Louisiana State Employees Retirement System | 110,600 | $9.99M | 0.21% | −2,800−2.5% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 110,500 | $9.98M | 0.11% | 00.0% | Unchanged |
| Fiduciary Group LLC | 109,466 | $9.88M | 1.16% | −6,350−5.5% | Reduced |
| JustInvest LLC | 108,876 | $9.83M | 0.25% | +40,687+59.7% | Added |
| River & Mercantile Asset Management LLP | 108,782 | $9.82M | 1.86% | −5,633−4.9% | Reduced |
| Peak Asset Management, LLC | 108,597 | $9.81M | 2.16% | +6,268+6.1% | Added |
| Kestra Private Wealth Services, LLC | 108,550 | $9.80M | 0.25% | +6,986+6.9% | Added |
| Snowden Capital Advisors LLC | 108,473 | $9.79M | 0.37% | −5,956−5.2% | Reduced |
| Stephens Inc | 108,268 | $9.78M | 0.17% | +2,256+2.1% | Added |
| Hamilton Wealth, LLC | 108,237 | $9.77M | 3.07% | −4,870−4.3% | Reduced |
| Jefferies Financial Group Inc. | 107,691 | $9.72M | 0.15% | +78,098+263.9% | Added |
| Sawtooth Solutions, LLC | 107,659 | $9.69M | 0.26% | +6,371+6.3% | Added |
| Atria Investments LLC | 106,477 | $9.62M | 0.15% | −6,440−5.7% | Reduced |
| Live Oak Private Wealth LLC | 106,053 | $9.58M | 1.80% | −3,794−3.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 106,033 | $9.57M | 0.02% | −22,770−17.7% | Reduced |
| Modera Wealth Management, LLC | 105,080 | $9.49M | 0.16% | −3,694−3.4% | Reduced |
| Jacobs & Co | 105,074 | $9.49M | 1.08% | −635−0.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 104,618 | $9.45M | 1.94% | −365−0.3% | Reduced |
| FineMark National Bank & Trust | 104,549 | $9.44M | 0.39% | −3,159−2.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 104,523 | $9.44M | 1.10% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 104,318 | $9.42M | 0.52% | +1,761+1.7% | Added |
| Bleakley Financial Group, LLC | 104,233 | $9.41M | 0.30% | +6,587+6.7% | Added |
| Metis Global Partners, LLC | 103,480 | $9.34M | 0.37% | +14,256+16.0% | Added |
| Roberts Wealth Advisors, LLC | 34,768 | $9.33M | 1.52% | −97−0.3% | Reduced |
| DCM Advisors, LLC | 103,248 | $9.32M | 3.34% | +11,169+12.1% | Added |
| Parallel Advisors, LLC | 103,126 | $9.31M | 0.28% | +2,644+2.6% | Added |
| North Star Asset Management Inc | 103,002 | $9.30M | 0.48% | +504+0.5% | Added |
| Parkside Investments, LLC | 102,987 | $9.30M | 1.57% | −3,665−3.4% | Reduced |
| Prudential PLC | 102,568 | $9.26M | 0.10% | −1,789−1.7% | Reduced |
| iA Global Asset Management Inc. | 102,142 | $9.22M | 0.21% | +94,589+1,252.3% | Added |
| Matthew Goff Investment Advisor, LLC | 101,621 | $9.17M | 2.03% | −1,383−1.3% | Reduced |
| Blackhill Capital Inc | 101,500 | $9.16M | 0.73% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 101,213 | $9.14M | 0.09% | −13,427−11.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 100,644 | $9.09M | 0.31% | −14,021−12.2% | Reduced |
| Arvest Trust Co N A | 100,571 | $9.08M | 0.55% | −4,078−3.9% | Reduced |
| Alight Capital Management LP | 100,000 | $9.03M | 2.89% | +100,000 | New |
| Cetera Advisors LLC | 99,828 | $9.01M | 0.12% | +1,482+1.5% | Added |
| First National Bank of Omaha | 99,753 | $9.01M | 0.57% | +6,522+7.0% | Added |
| Jones Financial Companies LLLP | 99,732 | $9.00M | 0.01% | −5,272−5.0% | Reduced |
| Lincoln Capital LLC | 99,495 | $8.98M | 2.19% | −3,750−3.6% | Reduced |
| CCM Investment Advisers LLC | 99,483 | $8.98M | 1.11% | −8,609−8.0% | Reduced |
| Trillium Asset Management, LLC | 98,968 | $8.94M | 0.24% | −3,190−3.1% | Reduced |
| Van Cleef Asset Management,Inc | 98,843 | $8.92M | 1.25% | −839−0.8% | Reduced |
| Amussen Hunsaker Associates LLC | 98,748 | $8.92M | 1.80% | +10,513+11.9% | Added |
| GWM Advisors LLC | 96,642 | $8.90M | 0.08% | +85+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 98,532 | $8.90M | 0.15% | −6,636−6.3% | Reduced |
| Washington Trust Co | 98,518 | $8.90M | 0.35% | +2,238+2.3% | Added |
| Barlow Wealth Partners, Inc. | 98,084 | $8.86M | 1.26% | +98,084 | New |
| Osborne Partners Capital Management, LLC | 97,992 | $8.85M | 0.58% | +4,233+4.5% | Added |
| PEAK6 Investments LLC | 97,864 | $8.84M | 0.38% | −4,114−4.0% | Reduced |
| Northeast Financial Consultants Inc | 97,671 | $8.82M | 0.49% | −704−0.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 97,136 | $8.77M | 0.40% | −12,600−11.5% | Reduced |
| Bailard, Inc. | 96,774 | $8.74M | 0.26% | −2,603−2.6% | Reduced |
| Umb Bank N A | 96,256 | $8.69M | 0.13% | −4,475−4.4% | Reduced |
| Morningstar Investment Management LLC | 96,132 | $8.68M | 1.00% | +3,960+4.3% | Added |
| Bokf, NA | 95,503 | $8.62M | 0.17% | −618−0.6% | Reduced |
| New Mexico Educational Retirement Board | 95,055 | $8.58M | 0.33% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94,736 | $8.55M | 0.29% | −6,763−6.7% | Reduced |
| Johnson Investment Counsel Inc | 94,610 | $8.54M | 0.10% | −215,514−69.5% | Reduced |
| Evergreen Capital Management LLC | 93,888 | $8.50M | 0.35% | +3,936+4.4% | Added |
| Exchange Traded Concepts, LLC | 93,669 | $8.46M | 0.23% | −8,574−8.4% | Reduced |
| Iyo Bank, Ltd. | 93,348 | $8.43M | 4.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 93,184 | $8.41M | 0.16% | +4,304+4.8% | Added |
| Cabot Wealth Management Inc | 93,085 | $8.40M | 1.17% | +2,231+2.5% | Added |
| Perigon Wealth Management, LLC | 92,871 | $8.39M | 0.27% | −1,434−1.5% | Reduced |
| HRT Financial LP | 92,215 | $8.33M | 0.06% | +83,505+958.7% | Added |
| Wealthfront Advisers LLC | 92,185 | $8.32M | 0.03% | +52,862+134.4% | Added |
| Founders Capital Management, LLC | 91,672 | $8.28M | 1.70% | +227+0.2% | Added |
| Griffin Asset Management, Inc. | 91,607 | $8.27M | 1.05% | +1,627+1.8% | Added |
| Banque Cantonale Vaudoise | 91,582 | $8.27M | 0.36% | +4,337+5.0% | Added |
| Coronation Fund Managers Ltd. | 91,541 | $8.27M | 0.23% | −167,559−64.7% | Reduced |
| Associated Banc-Corp | 91,413 | $8.25M | 0.29% | −17,822−16.3% | Reduced |
| Colonial Trust Advisors | 91,253 | $8.24M | 0.87% | −4,385−4.6% | Reduced |
| Blume Capital Management, Inc. | 91,193 | $8.23M | 2.19% | +180+0.2% | Added |
| Phoenix Holdings Ltd. | 84,152 | $8.22M | 0.14% | −3,006−3.4% | Reduced |
| First Foundation Advisors | 90,867 | $8.20M | 0.37% | −28,086−23.6% | Reduced |
| Tiaa Trust, National Association | 90,509 | $8.17M | 0.03% | +18,457+25.6% | Added |
| Formuepleje A/S | 90,469 | $8.17M | 0.58% | −11,180−11.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 90,022 | $8.13M | 2.60% | −7,623−7.8% | Reduced |
| Bahl & Gaynor Inc | 89,733 | $8.10M | 0.05% | −3,562−3.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 89,600 | $8.09M | 0.08% | −6,411−6.7% | Reduced |
| Wedbush Securities Inc | 89,051 | $8.04M | 0.36% | −9,544−9.7% | Reduced |
| Appleton Partners Inc | 89,016 | $8.04M | 0.65% | +1,044+1.2% | Added |
| CSM Advisors, LLC | 88,697 | $8.01M | 0.58% | −237−0.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 88,023 | $7.95M | 2.19% | −3,262−3.6% | Reduced |
| MSA Advisors, LLC | 87,740 | $7.92M | 2.76% | +87,740 | New |
| Round Hill Asset Management | 87,662 | $7.92M | 4.97% | −1,185−1.3% | Reduced |
| HighPoint Advisor Group LLC | 65,574 | $7.83M | 0.56% | +65,574 | New |
| General American Investors Co Inc | 86,478 | $7.81M | 0.65% | −25,000−22.4% | Reduced |
| First Financial Bank - Trust Division | 86,290 | $7.79M | 0.79% | −3,185−3.6% | Reduced |
| Valeo Financial Advisors, LLC | 116,354 | $7.77M | 0.31% | +2,225+1.9% | Added |
| Brinker Capital Investments, LLC | 84,780 | $7.76M | 0.09% | −2,057−2.4% | Reduced |
| Orion Portfolio Solutions, LLC | 84,780 | $7.76M | 0.09% | −2,057−2.4% | Reduced |