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, 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
- 3,005
- +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
- 1,338 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 | 2,948 | $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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 6,249 | $590.0K | 0.14% | +3,757+150.8% | Added |
| Fiera Capital Corp | 6,275 | $591.0K | 0.00% | +488+8.4% | Added |
| Cable Hill Partners, LLC | 6,271 | $592.0K | 0.12% | +1,206+23.8% | Added |
| Intrua Financial, LLC | 6,329 | $597.0K | 0.16% | −5,959−48.5% | Reduced |
| Summit Financial Strategies, Inc. | 6,339 | $598.0K | 0.14% | +66+1.1% | Added |
| Granger Management LLC | 6,348 | $599.0K | 0.18% | +251+4.1% | Added |
| Smallwood Wealth Investment Management, LLC | 6,366 | $601.0K | 0.54% | −10−0.2% | Reduced |
| Aire Advisors, LLC | 6,379 | $602.0K | 0.21% | −963−13.1% | Reduced |
| Sunflower Bank, N.A. | 6,384 | $602.0K | 0.14% | −210−3.2% | Reduced |
| Avenir Corp | 6,377 | $602.0K | 0.06% | +37+0.6% | Added |
| Fortitude Advisory Group L.L.C. | 6,390 | $603.0K | 0.59% | +9+0.1% | Added |
| Pittenger & Anderson Inc | 6,403 | $604.0K | 0.04% | −10,065−61.1% | Reduced |
| SkyOak Wealth, LLC | 6,403 | $604.0K | 0.22% | +323+5.3% | Added |
| PDS Planning, Inc | 6,407 | $604.0K | 0.11% | +689+12.0% | Added |
| Parkside Financial Bank & Trust | 6,415 | $605.0K | 0.19% | +472+7.9% | Added |
| Geller Advisors LLC | 6,418 | $605.0K | 0.13% | +3,422+114.2% | Added |
| Cornerstone National Bank & Trust Co | 6,448 | $608.2K | 0.33% | +175+2.8% | Added |
| Key Client Fiduciary Advisors, LLC | 6,467 | $610.0K | 0.63% | +200+3.2% | Added |
| Prosperity Consulting Group, LLC | 6,477 | $611.0K | 0.50% | +217+3.5% | Added |
| Advocate Group LLC | 6,484 | $612.0K | 0.15% | −2,347−26.6% | Reduced |
| Childress Capital Advisors, LLC | 6,296 | $612.0K | 0.24% | +1,061+20.3% | Added |
| Cavalier Investments, LLC | 6,495 | $613.0K | 0.22% | −2,425−27.2% | Reduced |
| Amplius Wealth Advisors, LLC | 6,496 | $613.0K | 0.11% | +271+4.4% | Added |
| LeJeune Puetz Investment Counsel LLC | 6,506 | $614.0K | 0.25% | +165+2.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 6,538 | $617.0K | 0.08% | −108−1.6% | Reduced |
| Dimension Capital Management LLC | 6,542 | $617.0K | 0.15% | +20+0.3% | Added |
| Jarislowsky, Fraser Ltd | 6,604 | $622.0K | 0.00% | −284−4.1% | Reduced |
| Cape Ann Savings Bank | 6,639 | $626.3K | 0.50% | +219+3.4% | Added |
| Ballast, Inc. | 6,677 | $629.0K | 0.31% | −4,929−42.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 6,668 | $629.0K | 0.06% | −315−4.5% | Reduced |
| Gables Capital Management Inc. | 6,671 | $629.0K | 0.50% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 6,692 | $631.0K | 0.58% | −705−9.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,698 | $631.0K | 0.46% | +334+5.2% | Added |
| SNS Financial Group, LLC | 6,693 | $632.0K | 0.09% | +31+0.5% | Added |
| ProVise Management Group, LLC | 6,719 | $634.0K | 0.07% | −1,111−14.2% | Reduced |
| Coronation Fund Managers Ltd. | 6,729 | $635.0K | 0.03% | 00.0% | Unchanged |
| Citizens & Northern Corp | 6,733 | $635.0K | 0.30% | +1,005+17.5% | Added |
| Veracity Capital LLC | 6,746 | $636.0K | 0.35% | −158−2.3% | Reduced |
| Baldwin Investment Management, LLC | 6,746 | $636.0K | 0.25% | −55−0.8% | Reduced |
| Hardy Reed LLC | 6,776 | $639.0K | 0.14% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 6,783 | $640.0K | 0.14% | −3,916−36.6% | Reduced |
| First Heartland Consultants, Inc. | 6,787 | $640.0K | 0.11% | +977+16.8% | Added |
| Teza Capital Management LLC | 6,794 | $641.0K | 0.13% | −4,836−41.6% | Reduced |
| Vigilare Wealth Management | 6,798 | $641.0K | 0.83% | −523−7.1% | Reduced |
| Sheets Smith Wealth Management | 6,790 | $641.0K | 0.11% | +125+1.9% | Added |
| Plante Moran Financial Advisors, LLC | 6,815 | $643.0K | 0.11% | +101+1.5% | Added |
| Avestar Capital, LLC | 6,817 | $643.0K | 0.18% | +763+12.6% | Added |
| Detalus Advisors, LLC | 6,832 | $644.0K | 0.39% | −263−3.7% | Reduced |
| Hendley & Co Inc | 6,847 | $646.0K | 0.30% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 6,864 | $647.0K | 0.27% | −248−3.5% | Reduced |
| Deseret Mutual Benefit Administrators | 6,937 | $654.0K | 0.18% | −3,177−31.4% | Reduced |
| St. Johns Investment Management Company, LLC | 6,937 | $654.0K | 0.43% | −305−4.2% | Reduced |
| WNY Asset Management, LLC | 6,917 | $654.0K | 0.24% | −40−0.6% | Reduced |
| DeDora Capital, Inc. | 6,952 | $656.0K | 0.34% | −142−2.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 6,960 | $657.0K | 0.01% | +88+1.3% | Added |
| Signet Investment Advisory Group, Inc. | 6,964 | $657.0K | 0.51% | +100+1.5% | Added |
| Copperleaf Capital, LLC | 6,961 | $657.0K | 0.71% | +3,104+80.5% | Added |
| Peoples Financial Services Corp. | 6,986 | $659.0K | 0.34% | +15+0.2% | Added |
| Archford Capital Strategies, LLC | 6,994 | $660.0K | 0.17% | +57+0.8% | Added |
| Landaas & Co | 7,015 | $662.0K | 0.42% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 7,018 | $663.0K | 0.04% | −360−4.9% | Reduced |
| Phocas Financial Corp. | 7,027 | $663.0K | 0.10% | +1,645+30.6% | Added |
| Curi Capital | 7,024 | $663.0K | 0.11% | +3,931+127.1% | Added |
| Crew Capital Management, Ltd. | 7,038 | $664.0K | 0.90% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 7,096 | $669.0K | 0.53% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,095 | $669.0K | 0.01% | +3,034+74.7% | Added |
| Pine Haven Investment Counsel, Inc | 7,103 | $670.0K | 0.82% | 00.0% | Unchanged |
| PFG Advisors | 7,111 | $671.0K | 0.08% | −231−3.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 7,113 | $671.0K | 0.22% | +96+1.4% | Added |
| Ledyard National Bank | 7,122 | $672.0K | 0.09% | −439−5.8% | Reduced |
| Bridgeworth, LLC | 7,119 | $672.0K | 0.16% | −11−0.2% | Reduced |
| Hemington Wealth Management | 7,137 | $673.0K | 0.29% | −164−2.2% | Reduced |
| RMR Wealth Builders | 7,137 | $673.0K | 0.16% | +247+3.6% | Added |
| Crewe Advisors LLC | 7,135 | $673.0K | 0.12% | +310+4.5% | Added |
| Congress Wealth Management LLC | 7,148 | $674.0K | 0.02% | −1,210−14.5% | Reduced |
| American Financial Advisors, LLC | 7,145 | $674.0K | 0.12% | +7,145 | New |
| Asset Management Corp | 7,168 | $676.0K | 0.54% | −119−1.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 7,152 | $676.0K | 0.19% | +1,059+17.4% | Added |
| Chicago Partners Investment Group LLC | 6,753 | $678.0K | 0.05% | −1,226−15.4% | Reduced |
| F3Logic, LLC | 7,291 | $678.0K | 0.14% | −642−8.1% | Reduced |
| West Family Investments, Inc. | 7,188 | $678.0K | 0.29% | −326−4.3% | Reduced |
| Integrated Investment Consultants, LLC | 7,203 | $679.0K | 0.27% | −675−8.6% | Reduced |
| First Community Trust NA | 7,193 | $679.0K | 0.93% | −98−1.3% | Reduced |
| Wealth Effects LLC | 7,231 | $682.0K | 0.42% | −420−5.5% | Reduced |
| Hollencrest Capital Management | 7,242 | $683.0K | 0.09% | −5,820−44.6% | Reduced |
| Acorn Financial Advisory Services Inc | 7,253 | $684.0K | 0.16% | +848+13.2% | Added |
| O'Dell Group, LLC | 7,263 | $685.0K | 0.25% | +329+4.7% | Added |
| FirstPurpose Wealth LLC | 7,260 | $685.0K | 0.45% | +331+4.8% | Added |
| Verdence Capital Advisors LLC | 7,277 | $686.0K | 0.09% | −215−2.9% | Reduced |
| Simon Quick Advisors, LLC | 7,288 | $687.0K | 0.10% | +1,752+31.6% | Added |
| Dumont & Blake Investment Advisors LLC | 7,295 | $688.0K | 0.26% | +37+0.5% | Added |
| Signature Wealth Management Partners, LLC | 7,299 | $688.0K | 0.76% | +1,431+24.4% | Added |
| Clarity Wealth Advisors, LLC | 7,312 | $689.0K | 0.42% | −351−4.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 7,302 | $689.0K | 0.17% | +457+6.7% | Added |
| WSFS Capital Management, LLC | 7,333 | $692.0K | 0.25% | −8,098−52.5% | Reduced |
| Trustcore Financial Services, LLC | 7,352 | $694.0K | 0.07% | −1,478−16.7% | Reduced |
| LGL Partners, LLC | 7,354 | $694.0K | 0.14% | +749+11.3% | Added |
| Harvey Capital Management Inc | 7,376 | $695.0K | 0.30% | −900−10.9% | Reduced |
| InTrack Investment Management Inc | 7,380 | $696.0K | 0.77% | −211−2.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,383 | $696.0K | 0.58% | +30+0.4% | Added |