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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 48,584 | $4.39M | 0.44% | −20,698−29.9% | Reduced |
| Welch Group, LLC | 48,427 | $4.37M | 0.24% | +42+0.1% | Added |
| Richelieu Gestion PLC | 48,424 | $4.37M | 3.91% | +14,090+41.0% | Added |
| BKD Wealth Advisors, LLC | 48,154 | $4.35M | 0.12% | −4,023−7.7% | Reduced |
| Marex Group plc | 48,136 | $4.35M | 0.17% | +21,266+79.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 48,115 | $4.34M | 2.02% | +48,115 | New |
| HB Wealth Management, LLC | 47,890 | $4.32M | 0.06% | −2,177−4.3% | Reduced |
| Novare Capital Management LLC | 47,823 | $4.32M | 0.44% | −1,075−2.2% | Reduced |
| Skylands Capital, LLC | 47,750 | $4.31M | 0.63% | −9,175−16.1% | Reduced |
| FJ Investments, LLC | 47,692 | $4.31M | 0.20% | +47,692 | New |
| Bessemer Group Inc | 47,681 | $4.30M | 0.01% | +2,109+4.6% | Added |
| We Are One Seven, LLC | 47,621 | $4.30M | 0.25% | +9,865+26.1% | Added |
| RSM US Wealth Management LLC | 47,408 | $4.29M | 0.12% | +13,318+39.1% | Added |
| Trust Co of Kansas | 47,324 | $4.27M | 2.36% | −15,256−24.4% | Reduced |
| Prospera Financial Services Inc | 47,277 | $4.27M | 0.14% | +1,480+3.2% | Added |
| Spire Wealth Management | 45,810 | $4.26M | 0.15% | −3,109−6.4% | Reduced |
| Allworth Financial LP | 46,895 | $4.23M | 0.03% | +8,400+21.8% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 46,731 | $4.23M | 0.84% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 46,733 | $4.22M | 0.04% | −7,205−13.4% | Reduced |
| Fiduciary Alliance LLC | 46,621 | $4.21M | 0.83% | +1,358+3.0% | Added |
| Sara-Bay Financial | 46,611 | $4.21M | 2.05% | −1,065−2.2% | Reduced |
| Concentric Capital Strategies, LP | 46,529 | $4.20M | 0.55% | +46,529 | New |
| Tower Bridge Advisors | 46,474 | $4.20M | 0.36% | −23,655−33.7% | Reduced |
| Institute for Wealth Management, LLC. | 46,419 | $4.19M | 0.68% | +3,771+8.8% | Added |
| TCW Group Inc | 46,292 | $4.18M | 0.05% | +28,916+166.4% | Added |
| Capital Analysts, LLC | 46,288 | $4.18M | 0.21% | +1,355+3.0% | Added |
| Lyell Wealth Management, LP | 45,909 | $4.15M | 0.47% | −4,768−9.4% | Reduced |
| Trust Co of Toledo NA | 45,635 | $4.12M | 0.71% | +705+1.6% | Added |
| First Hawaiian Bank | 45,586 | $4.12M | 0.13% | +3,266+7.7% | Added |
| Independent Investors Inc | 45,579 | $4.12M | 0.95% | −833−1.8% | Reduced |
| Siemens Fonds Invest GmbH | 45,551 | $4.11M | 0.34% | +4,632+11.3% | Added |
| Insigneo Advisory Services, LLC | 45,402 | $4.11M | 0.58% | +2,979+7.0% | Added |
| Boston Research & Management Inc | 45,487 | $4.11M | 1.09% | +2,287+5.3% | Added |
| Principal Securities, Inc. | 45,390 | $4.10M | 0.15% | +45,390 | New |
| Savant Capital, LLC | 45,296 | $4.09M | 0.05% | +838+1.9% | Added |
| Daymark Wealth Partners, LLC | 139,232 | $4.09M | 0.25% | −725−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 45,186 | $4.08M | 0.07% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 45,188 | $4.08M | 0.69% | +740+1.7% | Added |
| Anchor Investment Management, LLC | 45,100 | $4.07M | 0.47% | −10,945−19.5% | Reduced |
| Capital Investment Counsel, Inc | 45,012 | $4.06M | 0.71% | −705−1.5% | Reduced |
| Leavell Investment Management, Inc. | 44,787 | $4.06M | 0.26% | −2,398−5.1% | Reduced |
| Columbia Asset Management | 44,917 | $4.06M | 0.83% | −4,030−8.2% | Reduced |
| Montag A & Associates Inc | 44,550 | $4.04M | 0.23% | +20,925+88.6% | Added |
| Bank of Nova Scotia Trust Co | 44,557 | $4.02M | 0.45% | −6,500−12.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 44,313 | $4.01M | 1.11% | +667+1.5% | Added |
| Permanens Capital L.P. | 44,185 | $4.00M | 0.78% | +10,455+31.0% | Added |
| Financial Avengers, Inc. | 44,345 | $4.00M | 2.41% | +505+1.2% | Added |
| SG Americas Securities, LLC | 44,281 | $4.00M | 0.04% | +14,093+46.7% | Added |
| Family Capital Trust Co | 44,159 | $3.99M | 1.26% | −1,208−2.7% | Reduced |
| Kingsview Wealth Management, LLC | 43,924 | $3.97M | 0.12% | −161,103−78.6% | Reduced |
| LVM Capital Management Ltd | 43,781 | $3.95M | 0.51% | −4,051−8.5% | Reduced |
| XR Securities LLC | 43,650 | $3.94M | 1.24% | +24,347+126.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 43,555 | $3.93M | 0.46% | +709+1.7% | Added |
| Cubic Asset Management, LLC | 43,464 | $3.92M | 1.01% | −1,115−2.5% | Reduced |
| Bridge Creek Capital Management LLC | 43,405 | $3.92M | 1.36% | +158+0.4% | Added |
| Beech Hill Advisors, Inc. | 43,386 | $3.92M | 1.89% | −2,474−5.4% | Reduced |
| Charter Trust Co | 43,322 | $3.91M | 0.29% | +2,025+4.9% | Added |
| Highland Capital Management, LLC | 43,082 | $3.89M | 0.24% | −377−0.9% | Reduced |
| Banque Pictet & Cie SA | 42,960 | $3.88M | 0.04% | +379+0.9% | Added |
| Exchange Capital Management, Inc. | 42,814 | $3.87M | 0.69% | −13,327−23.7% | Reduced |
| Capital Markets Trading UK LLP | 42,739 | $3.86M | 2.85% | −11,845−21.7% | Reduced |
| RNC Capital Management LLC | 42,720 | $3.86M | 0.23% | +4,473+11.7% | Added |
| Investment Management Corp of Ontario | 42,709 | $3.86M | 0.09% | +42,709 | New |
| Hartford Financial Management Inc. | 42,705 | $3.86M | 0.87% | +494+1.2% | Added |
| SlateStone Wealth, LLC | 42,600 | $3.85M | 0.50% | +4,990+13.3% | Added |
| Privium Fund Management (UK) Ltd | 42,376 | $3.84M | 2.61% | +23,250+121.6% | Added |
| IHT Wealth Management, LLC | 42,469 | $3.83M | 0.17% | +516+1.2% | Added |
| Adviser Investments LLC | 42,308 | $3.82M | 0.05% | +25,505+151.8% | Added |
| Asset Management Group, Inc. | 42,264 | $3.82M | 0.76% | +4,582+12.2% | Added |
| Concurrent Investment Advisors, LLC | 42,120 | $3.80M | 0.18% | +42,120 | New |
| Pictet & Cie (Europe) SA | 42,027 | $3.79M | 0.11% | −56,285−57.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 42,014 | $3.79M | 0.05% | −2,142−4.9% | Reduced |
| VELA Investment Management, LLC | 41,981 | $3.79M | 1.54% | −2,394−5.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 41,767 | $3.77M | 0.39% | −4,248−9.2% | Reduced |
| Pitcairn Co | 41,615 | $3.76M | 0.28% | +12,983+45.3% | Added |
| Public Sector Pension Investment Board | 41,597 | $3.76M | 0.03% | −154,404−78.8% | Reduced |
| Quotient Wealth Partners, LLC | 41,576 | $3.75M | 0.15% | +41,576 | New |
| HBW Advisory Services LLC | 41,551 | $3.75M | 0.70% | +626+1.5% | Added |
| Bard Financial Services, Inc. | 41,525 | $3.75M | 0.42% | +1,720+4.3% | Added |
| Sawyer & Company, Inc | 41,515 | $3.75M | 1.65% | −1,705−3.9% | Reduced |
| Hanson & Doremus Investment Management | 41,513 | $3.75M | 0.71% | +5,792+16.2% | Added |
| Reliant Investment Management, LLC | 41,497 | $3.75M | 1.91% | +850+2.1% | Added |
| Jeppson Wealth Management, LLC | 41,435 | $3.74M | 1.55% | +2,991+7.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,452 | $3.73M | 0.23% | +817+2.0% | Added |
| Krilogy Financial LLC | 41,316 | $3.73M | 0.32% | +3,046+8.0% | Added |
| Resources Investment Advisors, LLC. | 41,286 | $3.73M | 0.07% | +11,831+40.2% | Added |
| Strategic Advisors LLC | 41,268 | $3.73M | 0.71% | −120.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 40,995 | $3.70M | 1.48% | +1,048+2.6% | Added |
| Greenleaf Trust | 40,906 | $3.69M | 0.04% | +4,598+12.7% | Added |
| DoubleLine ETF Adviser LP | 40,878 | $3.69M | 1.07% | −160−0.4% | Reduced |
| swisspartners Advisors Ltd | 48,333 | $3.67M | 3.21% | +2,565+5.6% | Added |
| Arrow Financial Corp | 40,669 | $3.67M | 0.38% | −417−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 40,540 | $3.66M | 0.07% | −1,784−4.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 40,365 | $3.64M | 1.47% | +641+1.6% | Added |
| Essex Investment Management Co LLC | 40,275 | $3.64M | 0.72% | −8,498−17.4% | Reduced |
| Schwerin Boyle Capital Management Inc | 40,150 | $3.63M | 0.41% | −275−0.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 40,141 | $3.62M | 1.34% | +124+0.3% | Added |
| Independent Financial Group, LLC | 40,112 | $3.62M | 0.19% | −200−0.5% | Reduced |
| HBK Sorce Advisory LLC | 40,078 | $3.62M | 0.14% | +6,020+17.7% | Added |
| LMR Partners LLP | 40,011 | $3.61M | 0.09% | +40,011 | New |