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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 85,961 | $7.76M | 0.13% | +65,658+323.4% | Added |
| Berkshire Asset Management LLC | 84,950 | $7.67M | 0.44% | −1,214−1.4% | Reduced |
| Cornerstone Advisors, LLC | 84,600 | $7.64M | 0.34% | −15,500−15.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 84,395 | $7.62M | 0.94% | +890+1.1% | Added |
| Boston Family Office LLC | 84,067 | $7.59M | 0.57% | +17,319+25.9% | Added |
| Narwhal Capital Management | 83,412 | $7.53M | 0.82% | +6,466+8.4% | Added |
| Woodstock Corp | 82,881 | $7.48M | 0.87% | −4,904−5.6% | Reduced |
| John G Ullman & Associates Inc | 82,799 | $7.48M | 1.19% | −917−1.1% | Reduced |
| Albion Financial Group | 82,628 | $7.46M | 0.61% | +12,630+18.0% | Added |
| Mutual Advisors, LLC | 81,991 | $7.40M | 0.26% | +1,350+1.7% | Added |
| MAI Capital Management | 81,623 | $7.37M | 0.10% | −30,319−27.1% | Reduced |
| Venture Visionary Partners LLC | 81,548 | $7.36M | 0.39% | −1,476−1.8% | Reduced |
| Motco | 81,497 | $7.36M | 0.47% | +847+1.1% | Added |
| Pacific Global Investment Management CO | 81,480 | $7.36M | 1.50% | +2,259+2.9% | Added |
| ExodusPoint Capital Management, LP | 81,415 | $7.35M | 0.09% | +61,954+318.3% | Added |
| Dakota Wealth Management | 81,120 | $7.32M | 0.28% | −2,776−3.3% | Reduced |
| NBT Bank N A | 80,299 | $7.25M | 0.57% | +1,200+1.5% | Added |
| Graham Capital Management, L.P. | 79,684 | $7.19M | 0.23% | +17,752+28.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 78,593 | $7.10M | 0.77% | −4,584−5.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 78,389 | $7.08M | 0.15% | +17,713+29.2% | Added |
| Edge Wealth Management LLC | 78,159 | $7.06M | 1.54% | +3,017+4.0% | Added |
| Ironvine Capital Partners, LLC | 78,114 | $7.05M | 0.85% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 78,040 | $7.05M | 1.66% | −663−0.8% | Reduced |
| Trust Co of Vermont | 76,998 | $6.95M | 0.46% | −18,324−19.2% | Reduced |
| Journey Strategic Wealth LLC | 76,713 | $6.93M | 0.33% | +4,769+6.6% | Added |
| Park Avenue Securities LLC | 76,580 | $6.91M | 0.10% | +4,609+6.4% | Added |
| Cutler Group LP | 76,282 | $6.89M | 0.96% | +1,835+2.5% | Added |
| Integrated Wealth Concepts LLC | 76,061 | $6.87M | 0.11% | −5,186−6.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 75,662 | $6.83M | 1.64% | +3,200+4.4% | Added |
| O'Shaughnessy Asset Management, LLC | 75,561 | $6.82M | 0.09% | +32,632+76.0% | Added |
| Weatherly Asset Management L. P. | 74,524 | $6.75M | 0.73% | −8,560−10.3% | Reduced |
| Telos Capital Management, Inc. | 74,767 | $6.75M | 0.82% | +1,236+1.7% | Added |
| Mitchell Sinkler & Starr | 74,599 | $6.74M | 1.23% | +3,230+4.5% | Added |
| Synovus Financial Corp | 74,557 | $6.73M | 0.10% | −2,632−3.4% | Reduced |
| Metropolitan Life Insurance Co | 74,480 | $6.72M | 0.32% | −1,226−1.6% | Reduced |
| LMCG Investments, LLC | 74,398 | $6.72M | 0.42% | −9,426−11.2% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 96,389 | $6.69M | 7.68% | +9,051+10.4% | Added |
| Capital Investment Advisors, LLC | 74,030 | $6.68M | 0.17% | −1,959−2.6% | Reduced |
| Broad Run Investment Management, LLC | 74,018 | $6.68M | 0.89% | −15,814−17.6% | Reduced |
| Parthenon LLC | 73,677 | $6.65M | 0.92% | −880−1.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 72,832 | $6.58M | 0.20% | −12,706−14.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 72,766 | $6.57M | 0.18% | +69,098+1,883.8% | Added |
| Annandale Capital, LLC | 71,969 | $6.50M | 1.51% | −1,077−1.5% | Reduced |
| Northwest & Ethical Investments L.P. | 71,891 | $6.49M | 0.20% | 00.0% | Unchanged |
| Haverford Trust Co | 71,574 | $6.46M | 0.07% | −14,411−16.8% | Reduced |
| Carret Asset Management, LLC | 71,192 | $6.43M | 0.82% | −972−1.3% | Reduced |
| E. Ohman J:or Asset Management AB | 71,100 | $6.42M | 0.24% | −13,600−16.1% | Reduced |
| LS Investment Advisors, LLC | 70,856 | $6.40M | 1.11% | −2,910−3.9% | Reduced |
| Van Den Berg Management I, Inc | 70,457 | $6.36M | 2.11% | −2,635−3.6% | Reduced |
| Tufton Capital Management | 70,351 | $6.35M | 1.33% | −4,322−5.8% | Reduced |
| JB Capital LLC | 70,259 | $6.34M | 0.47% | −12,886−15.5% | Reduced |
| Capital Fund Management S.A. | 70,182 | $6.34M | 0.08% | +70,182 | New |
| Pacific Heights Asset Management LLC | 70,000 | $6.32M | 0.54% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 69,818 | $6.30M | 0.84% | −2,316−3.2% | Reduced |
| Sonora Investment Management Group, LLC | 69,497 | $6.27M | 0.51% | +2,766+4.1% | Added |
| Greenwood Capital Associates LLC | 69,411 | $6.27M | 0.81% | −3,371−4.6% | Reduced |
| KCM Investment Advisors LLC | 69,390 | $6.27M | 0.25% | −9,910−12.5% | Reduced |
| Jump Financial, LLC | 69,065 | $6.24M | 0.20% | +17,285+33.4% | Added |
| Stelac Advisory Services LLC | 68,909 | $6.22M | 3.35% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 68,898 | $6.22M | 1.27% | −4,420−6.0% | Reduced |
| Callahan Advisors, LLC | 68,837 | $6.22M | 0.72% | +4,135+6.4% | Added |
| Anderson Hoagland & Co | 66,179 | $6.16M | 0.76% | +4,041+6.5% | Added |
| Talbot Financial, LLC | 68,174 | $6.16M | 0.93% | +1,904+2.9% | Added |
| Lazari Capital Management, Inc. | 68,064 | $6.15M | 3.52% | −21,203−23.8% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 75,000 | $6.13M | 0.91% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 67,684 | $6.11M | 0.02% | +45,089+199.6% | Added |
| Winslow Asset Management Inc | 67,278 | $6.08M | 1.24% | +9,026+15.5% | Added |
| Colony Group, LLC | 67,215 | $6.07M | 0.08% | +67,215 | New |
| IPG Investment Advisors LLC | 66,990 | $6.07M | 1.21% | +6,775+11.3% | Added |
| Brown Shipley& Co Ltd | 67,003 | $6.05M | 3.00% | +2,674+4.2% | Added |
| Choate Investment Advisors | 66,619 | $6.02M | 0.19% | +17,994+37.0% | Added |
| Baxter Bros Inc | 65,774 | $5.94M | 0.82% | −4,688−6.7% | Reduced |
| National Asset Management, Inc. | 65,541 | $5.94M | 0.16% | +1,140+1.8% | Added |
| Close Asset Management Ltd | 65,735 | $5.93M | 0.25% | +12,586+23.7% | Added |
| Sompo Asset Management Co., Ltd. | 65,708 | $5.93M | 1.07% | +24,288+58.6% | Added |
| Dorsey & Whitney Trust CO LLC | 65,637 | $5.93M | 0.45% | −2,540−3.7% | Reduced |
| Dynamic Advisor Solutions LLC | 64,813 | $5.89M | 0.22% | −8,962−12.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 65,187 | $5.89M | 0.41% | +1,866+2.9% | Added |
| Teza Capital Management LLC | 65,141 | $5.88M | 0.98% | +48,630+294.5% | Added |
| Marco Investment Management LLC | 65,084 | $5.88M | 0.60% | −2,975−4.4% | Reduced |
| Moors & Cabot, Inc. | 64,973 | $5.87M | 0.37% | +2,155+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 64,916 | $5.86M | 0.08% | +2,152+3.4% | Added |
| Shell Asset Management Co | 64,857 | $5.86M | 0.27% | −16,601−20.4% | Reduced |
| Glenview Trust Co | 64,632 | $5.84M | 0.14% | −8,430−11.5% | Reduced |
| WoodTrust Financial Corp | 64,498 | $5.82M | 0.99% | −2,435−3.6% | Reduced |
| First American Bank | 64,342 | $5.81M | 0.49% | −23,358−26.6% | Reduced |
| Atwater Malick LLC | 64,084 | $5.79M | 2.27% | +2,256+3.6% | Added |
| Argent Trust Co | 63,985 | $5.78M | 0.29% | −139−0.2% | Reduced |
| Empirical Finance, LLC | 63,980 | $5.78M | 0.40% | +349+0.5% | Added |
| TCTC Holdings, LLC | 63,890 | $5.77M | 0.21% | −38,268−37.5% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 63,689 | $5.75M | 1.93% | −865−1.3% | Reduced |
| Bourgeon Capital Management LLC | 63,677 | $5.75M | 1.27% | −3,863−5.7% | Reduced |
| First Interstate Bank | 63,366 | $5.72M | 0.42% | −1,485−2.3% | Reduced |
| WealthBridge Investment Counsel Inc. | 63,161 | $5.70M | 2.28% | −100−0.2% | Reduced |
| Gibraltar Capital Management, Inc. | 62,632 | $5.66M | 2.41% | −2,321−3.6% | Reduced |
| Kempner Capital Management Inc. | 62,635 | $5.66M | 3.16% | −180.0% | Reduced |
| Wade G W & Inc | 62,582 | $5.65M | 0.18% | +2,461+4.1% | Added |
| Sicart Associates LLC | 61,906 | $5.61M | 2.14% | +18,981+44.2% | Added |
| Quantinno Capital Management LP | 61,974 | $5.60M | 0.20% | +10,083+19.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 61,002 | $5.51M | 0.02% | +1,644+2.8% | Added |