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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 60,841 | $5.49M | 0.30% | +1,163+1.9% | Added |
| Titan Global Capital Management USA LLC | 60,646 | $5.48M | 1.12% | −802−1.3% | Reduced |
| Toroso Investments, LLC | 60,325 | $5.45M | 0.13% | −15,611−20.6% | Reduced |
| BLB&B Advisors, LLC | 60,316 | $5.45M | 0.34% | −9,067−13.1% | Reduced |
| Sequoia Financial Advisors, LLC | 60,250 | $5.44M | 0.07% | +25,681+74.3% | Added |
| Sand Hill Global Advisors, LLC | 60,219 | $5.44M | 0.26% | −1,475−2.4% | Reduced |
| Gifford Fong Associates | 60,039 | $5.42M | 1.15% | 00.0% | Unchanged |
| Archon Partners LLC | 60,000 | $5.42M | 0.75% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 59,922 | $5.41M | 1.61% | +1,900+3.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 59,735 | $5.39M | 0.01% | +6,413+12.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 59,512 | $5.37M | 0.47% | +488+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 58,618 | $5.29M | 0.24% | −1,436−2.4% | Reduced |
| Rempart Asset Management Inc. | 58,555 | $5.29M | 1.09% | −53,865−47.9% | Reduced |
| Vision Capital Management, Inc. | 58,355 | $5.27M | 0.82% | +263+0.5% | Added |
| Hantz Financial Services, Inc. | 58,320 | $5.27M | 0.11% | −4,378−7.0% | Reduced |
| Hillman Capital Management, Inc. | 58,251 | $5.26M | 1.82% | −17,915−23.5% | Reduced |
| Lincoln National Corp | 58,115 | $5.25M | 0.09% | −10,323−15.1% | Reduced |
| Virtu Financial LLC | 57,996 | $5.24M | 0.41% | +31,109+115.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 57,917 | $5.23M | 0.14% | +163+0.3% | Added |
| K.J. Harrison & Partners Inc | 57,727 | $5.21M | 0.88% | +21,906+61.2% | Added |
| Davy Global Fund Management Ltd | 57,590 | $5.20M | 0.61% | +57,590 | New |
| Independent Advisor Alliance | 57,529 | $5.19M | 0.19% | −572−1.0% | Reduced |
| Great Valley Advisor Group, Inc. | 57,477 | $5.19M | 0.18% | +15,637+37.4% | Added |
| Clearstead Advisors, LLC | 57,272 | $5.17M | 0.27% | −791−1.4% | Reduced |
| Logan Capital Management Inc | 57,130 | $5.16M | 0.24% | −220.0% | Reduced |
| Everence Capital Management Inc | 56,882 | $5.14M | 0.37% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 56,764 | $5.13M | 0.29% | −70,049−55.2% | Reduced |
| River Wealth Advisors LLC | 56,568 | $5.11M | 0.82% | +1,056+1.9% | Added |
| Rodgers Brothers Inc. | 56,532 | $5.10M | 0.81% | −6,999−11.0% | Reduced |
| Advisory Services Network, LLC | 56,435 | $5.10M | 0.12% | −13,093−18.8% | Reduced |
| Axxcess Wealth Management, LLC | 56,327 | $5.09M | 0.15% | +9,136+19.4% | Added |
| Maven Securities LTD | 56,318 | $5.08M | 0.58% | +56,318 | New |
| United Asset Strategies, Inc. | 56,070 | $5.06M | 0.57% | −167−0.3% | Reduced |
| RIA Advisory Group LLC | 32,084 | $5.06M | 2.42% | +32,084 | New |
| Northwest Bancshares, Inc. | 55,971 | $5.05M | 0.92% | −1,431−2.5% | Reduced |
| Ar Asset Management Inc | 55,875 | $5.04M | 1.32% | +120+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 55,729 | $5.03M | 0.43% | −3,390−5.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 55,515 | $5.01M | 0.62% | −6,572−10.6% | Reduced |
| Shelton Capital Management | 55,350 | $5.00M | 0.16% | −20,124−26.7% | Reduced |
| Signaturefd, LLC | 55,295 | $4.99M | 0.12% | +7,996+16.9% | Added |
| Westchester Capital Management, Inc. | 55,188 | $4.98M | 1.34% | −14,632−21.0% | Reduced |
| Empowered Funds, LLC | 55,176 | $4.98M | 0.13% | +3,215+6.2% | Added |
| City Holding Co | 55,103 | $4.98M | 0.80% | +2,789+5.3% | Added |
| Duality Advisers, LP | 54,990 | $4.97M | 0.52% | +54,990 | New |
| Beta Wealth Group, Inc. | 54,985 | $4.96M | 2.60% | −3,350−5.7% | Reduced |
| Eagle Rock Investment Company, LLC | 54,729 | $4.94M | 1.01% | −25,109−31.4% | Reduced |
| McCollum Christoferson Group LLC | 54,702 | $4.94M | 1.49% | −885−1.6% | Reduced |
| Fulton Bank, N.A. | 54,597 | $4.93M | 0.22% | −1,357−2.4% | Reduced |
| CMT Capital Markets Trading GmbH | 54,500 | $4.92M | 3.45% | +54,500 | New |
| NWF Advisory Services Inc. | 54,431 | $4.91M | 0.98% | +3,291+6.4% | Added |
| Kanawha Capital Management LLC | 54,421 | $4.91M | 0.45% | −16,462−23.2% | Reduced |
| Toth Financial Advisory Corp | 54,367 | $4.91M | 0.67% | +1,532+2.9% | Added |
| Qsemble Capital Management, LP | 54,211 | $4.89M | 1.23% | +54,211 | New |
| United Services Automobile Association | 54,091 | $4.88M | 0.11% | +5,389+11.1% | Added |
| Kinneret Advisory, LLC | 53,796 | $4.87M | 0.54% | −342−0.6% | Reduced |
| Courier Capital LLC | 53,931 | $4.87M | 0.37% | +130+0.2% | Added |
| First American Trust, FSB | 53,894 | $4.87M | 0.60% | −31,966−37.2% | Reduced |
| Strategy Asset Managers LLC | 53,503 | $4.83M | 1.15% | +367+0.7% | Added |
| Pettyjohn, Wood & White, Inc | 53,446 | $4.83M | 1.04% | −512−0.9% | Reduced |
| Sowell Financial Services LLC | 53,178 | $4.82M | 0.26% | −4,232−7.4% | Reduced |
| Hoylecohen, LLC | 53,241 | $4.81M | 0.39% | +679+1.3% | Added |
| Aptus Capital Advisors, LLC | 53,073 | $4.79M | 0.14% | −2,327−4.2% | Reduced |
| Apollon Wealth Management, LLC | 53,027 | $4.79M | 0.17% | +21,161+66.4% | Added |
| Legal Advantage Investments, Inc. | 52,953 | $4.78M | 2.87% | +1,350+2.6% | Added |
| CAPROCK Group, Inc. | 52,357 | $4.74M | 0.30% | +4,796+10.1% | Added |
| Welch & Forbes LLC | 52,259 | $4.72M | 0.07% | −2,415−4.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 52,162 | $4.71M | 0.90% | −1,228−2.3% | Reduced |
| Fagan Associates, Inc. | 52,084 | $4.70M | 1.02% | −2,485−4.6% | Reduced |
| McGinn Investment Management, Inc. | 52,014 | $4.70M | 3.41% | −590−1.1% | Reduced |
| Global Retirement Partners, LLC | 50,079 | $4.66M | 0.20% | −14,081−21.9% | Reduced |
| Koss-Olinger Consulting, LLC | 51,457 | $4.65M | 0.46% | +1,618+3.2% | Added |
| La Banque Postale Asset Management SA | 51,209 | $4.62M | 0.10% | −83,344−61.9% | Reduced |
| 1st Source Bank | 51,173 | $4.62M | 0.28% | −1,606−3.0% | Reduced |
| Pavion Blue Capital, LLC | 51,171 | $4.62M | 2.55% | +775+1.5% | Added |
| Poehling Capital Management, LLC | 51,075 | $4.61M | 1.46% | +2,611+5.4% | Added |
| Levin Capital Strategies, L.P. | 50,989 | $4.60M | 0.51% | −1,092−2.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 50,802 | $4.59M | 0.10% | −7,821−13.3% | Reduced |
| Van Strum & Towne Inc. | 50,745 | $4.58M | 1.80% | +210+0.4% | Added |
| Power Corp of Canada | 50,711 | $4.58M | 0.47% | −11,541−18.5% | Reduced |
| Karpas Strategies, LLC | 50,541 | $4.56M | 1.51% | −1,196−2.3% | Reduced |
| Wafra Inc. | 50,497 | $4.56M | 0.27% | +32,097+174.4% | Added |
| Motley Fool Asset Management LLC | 50,399 | $4.55M | 0.34% | +3,342+7.1% | Added |
| Meyer Handelman Co | 50,261 | $4.54M | 0.18% | −9,632−16.1% | Reduced |
| Brave Asset Management Inc | 50,240 | $4.54M | 1.28% | +1,775+3.7% | Added |
| Harbour Trust & Investment Management Co | 50,191 | $4.53M | 0.64% | +50,191 | New |
| Evercore Wealth Management, LLC | 50,163 | $4.53M | 0.08% | −3,937−7.3% | Reduced |
| Pentwater Capital Management LP | 50,000 | $4.51M | 0.08% | −42,000−45.7% | Reduced |
| Ironwood Investment Counsel, LLC | 49,846 | $4.50M | 0.84% | −3,005−5.7% | Reduced |
| Stamos Capital Partners, L.P. | 49,720 | $4.49M | 1.22% | −43,480−46.7% | Reduced |
| Simmons Bank | 49,698 | $4.49M | 0.37% | +9,327+23.1% | Added |
| Perennial Advisors, LLC | 49,640 | $4.48M | 1.10% | −1,229−2.4% | Reduced |
| V2 Financial group LLC | 49,637 | $4.48M | 3.12% | +10,691+27.5% | Added |
| Alberta Investment Management Corp | 49,500 | $4.47M | 0.04% | +7,500+17.9% | Added |
| KMG Fiduciary Partners, LLC | 49,151 | $4.44M | 0.52% | −313−0.6% | Reduced |
| Altrafin AG | 49,100 | $4.43M | 1.71% | −569−1.1% | Reduced |
| Burns J W & Co Inc | 49,087 | $4.43M | 0.66% | −5,190−9.6% | Reduced |
| Veriti Management LLC | 48,894 | $4.41M | 0.40% | +17,714+56.8% | Added |
| NZS Capital, LLC | 48,860 | $4.41M | 0.23% | −12,090−19.8% | Reduced |
| Farmers National Bank | 48,801 | $4.41M | 1.41% | +542+1.1% | Added |
| Marietta Wealth Management, LLC | 48,739 | $4.40M | 0.78% | −8,370−14.7% | Reduced |