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; 2,947 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, Q3 2022
Institutional positions in Walt Disney Co as of Sep 30, 2022. 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
- 3,006
- +23 vs. Q2 2022
- Shares held
- 1.16B
- +29.0M (+2.6%) vs. Q2 2022
- Total value
- $109.7B
- +$2.59B (+2.4%) vs. Q2 2022
- New holders
- 148
- 1,339 more added
- Sold out
- 125
- 1,200 more reduced
33 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 | 2,947 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 33 | $0 | 0.00% | +11+50.0% | Added |
| Life Planning Partners, Inc | 5 | $472 | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 10 | $944 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 9 | $1.00K | 0.00% | −100−91.7% | Reduced |
| USA Financial Portformulas Corp | 11 | $1.00K | 0.00% | −32−74.4% | Reduced |
| Cedar Wealth Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Halpern Financial, Inc. | 13 | $1.23K | 0.00% | −119−90.2% | Reduced |
| Iron Horse Wealth Management, LLC | 20 | $2.00K | 0.00% | −222−91.7% | Reduced |
| Eukles Asset Management | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 22 | $2.08K | 0.00% | −22−50.0% | Reduced |
| McMillion Capital Management Inc | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 34 | $3.00K | 0.00% | +18+112.5% | Added |
| C M Bidwell & Associates Ltd | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 41 | $4.00K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 51 | $5.00K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 49 | $5.00K | 0.00% | +3+6.5% | Added |
| J.Safra Asset Management Corp | 565 | $5.00K | 0.08% | +565 | New |
| Trust Co | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 70 | $6.00K | 0.00% | +30+75.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 69 | $6.51K | 0.00% | −6−8.0% | Reduced |
| Bollard Group LLC | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 69 | $7.00K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 83 | $8.00K | 0.00% | 00.0% | Unchanged |
| Axim Planning & Wealth | 100 | $9.00K | 0.01% | −600−85.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 100 | $9.00K | 0.02% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 93 | $9.00K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 102 | $9.00K | 0.02% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 109 | $10.0K | 0.01% | −434−79.9% | Reduced |
| Stephenson National Bank & Trust | 106 | $10.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 106 | $10.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 110 | $10.0K | 0.01% | +50+83.3% | Added |
| Bellwether Advisors, LLC | 109 | $10.0K | 0.00% | +55+101.9% | Added |
| Goodwin Investment Advisory | 120 | $11.0K | 0.01% | −67−35.8% | Reduced |
| Grayhawk Investment Strategies Inc. | 87 | $11.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 117 | $11.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 116 | $11.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 129 | $12.0K | 0.01% | −126−49.4% | Reduced |
| Kessler Investment Group, LLC | 127 | $12.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 125 | $12.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 123 | $12.0K | 0.01% | +10+8.8% | Added |
| Cypress Capital Management LLC (WY) | 137 | $13.0K | 0.02% | −6−4.2% | Reduced |
| Johnson Midwest Financial, LLC | 137 | $13.0K | 0.05% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 142 | $13.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 137 | $13.0K | 0.01% | +40+41.2% | Added |
| Schubert & Co | 142 | $13.0K | 0.01% | +74+108.8% | Added |
| GoalVest Advisory LLC | 147 | $14.0K | 0.01% | −574−79.6% | Reduced |
| GeoWealth Management, LLC | 153 | $14.0K | 0.00% | −13−7.8% | Reduced |
| Adirondack Retirement Specialists, Inc. | 153 | $14.0K | 0.01% | +153 | New |
| Macroview Investment Management LLC | 165 | $16.0K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 169 | $16.0K | 0.00% | +113+201.8% | Added |
| Paragon Wealth Strategies, LLC | 183 | $17.0K | 0.02% | +183 | New |
| Okabena Investment Services Inc | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Vienna Asset Management LLC | 202 | $19.0K | 0.05% | +202 | New |
| Baldrige Asset Management LLC | 213 | $20.0K | 0.01% | 00.0% | Unchanged |
| Harding Loevner LP | 222 | $21.0K | 0.00% | +1+0.5% | Added |
| John W. Brooker & Co., CPAs | 244 | $23.0K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 241 | $23.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 250 | $23.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 259 | $24.0K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 259 | $24.0K | 0.01% | +27+11.6% | Added |
| Evolution Advisers, Inc. | 275 | $25.0K | 0.02% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 270 | $25.0K | 0.01% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 280 | $26.0K | 0.02% | −140−33.3% | Reduced |
| Operose Advisors LLC | 282 | $27.0K | 0.02% | −283−50.1% | Reduced |
| Karlinski Andrew C | 287 | $27.0K | 0.04% | 00.0% | Unchanged |
| Interactive Financial Advisors | 300 | $28.0K | 0.02% | 00.0% | Unchanged |
| Corsicana & Co. | 310 | $29.0K | 0.02% | −115−27.1% | Reduced |
| Ulland Investment Advisors, LLC | 304 | $29.0K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 310 | $29.0K | 0.00% | +310 | New |
| Lansing Street Advisors | 314 | $30.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 318 | $30.0K | 0.00% | +22+7.4% | Added |
| Marquette Asset Management, LLC | 350 | $33.0K | 0.01% | −18−4.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 359 | $34.0K | 0.03% | 00.0% | Unchanged |
| Siena Capital LLC | 366 | $35.0K | 0.02% | −150−29.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 373 | $35.0K | 0.00% | −6−1.6% | Reduced |
| Carolina Wealth Advisors, LLC | 389 | $37.0K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 400 | $37.7K | 0.03% | +378+1,718.2% | Added |
| Leelyn Smith, LLC | 399 | $38.0K | 0.01% | −4,601−92.0% | Reduced |
| Tfo-TDC, LLC | 400 | $38.0K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 407 | $38.0K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 407 | $38.0K | 0.02% | −1−0.2% | Reduced |
| Clearview Wealth Advisors LLC | 410 | $39.0K | 0.03% | −425−50.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 411 | $39.0K | 0.02% | +33+8.7% | Added |
| IAG Wealth Partners, LLC | 412 | $39.0K | 0.01% | +258+167.5% | Added |
| WD Rutherford LLC | 450 | $42.0K | 0.03% | +100+28.6% | Added |
| Aspire Private Capital, LLC | 455 | $43.0K | 0.02% | −60−11.7% | Reduced |
| Mascoma Wealth Management LLC | 456 | $43.0K | 0.01% | −13−2.8% | Reduced |
| Gould Capital, LLC | 456 | $43.0K | 0.04% | 00.0% | Unchanged |
| Estate Counselors, LLC | 475 | $44.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 486 | $46.0K | 0.03% | +40+9.0% | Added |
| West Bancorporation Inc | 555 | $52.0K | 0.04% | 00.0% | Unchanged |
| New Millennium Group LLC | 562 | $53.0K | 0.06% | −21−3.6% | Reduced |
| Bell Investment Advisors, Inc | 567 | $54.0K | 0.02% | +263+86.5% | Added |