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 |
|---|---|---|---|---|---|
| HGK Asset Management Inc | 7,381 | $696.0K | 0.26% | +181+2.5% | Added |
| Soltis Investment Advisors LLC | 7,387 | $697.0K | 0.10% | +276+3.9% | Added |
| Quent Capital, LLC | 7,389 | $697.0K | 0.14% | +840+12.8% | Added |
| Manchester Capital Management LLC | 7,400 | $698.0K | 0.12% | −67−0.9% | Reduced |
| Laffer Tengler Investments | 7,411 | $699.1K | 0.26% | +177+2.4% | Added |
| Investors Research Corp | 7,426 | $700.0K | 0.21% | +192+2.7% | Added |
| Dohj, LLC | 7,420 | $700.0K | 0.47% | +313+4.4% | Added |
| Karp Capital Management Corp | 7,429 | $701.0K | 0.14% | −21,112−74.0% | Reduced |
| Hall Private Wealth Advisors | 7,435 | $701.0K | 0.40% | +7,435 | New |
| Roman Butler Fullerton & Co | 7,554 | $703.0K | 0.45% | −3,797−33.5% | Reduced |
| Fairfield, Bush & Co. | 7,459 | $704.0K | 0.50% | −45−0.6% | Reduced |
| Arnhold LLC | 7,464 | $704.0K | 0.09% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 7,460 | $704.0K | 0.34% | +110+1.5% | Added |
| Legacy Financial Advisors, Inc. | 7,473 | $705.0K | 0.17% | +2,643+54.7% | Added |
| Wolverine Asset Management LLC | 7,481 | $705.0K | 0.01% | +7,481 | New |
| Saybrook Capital | 7,506 | $708.0K | 0.25% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7,527 | $710.0K | 0.25% | −365−4.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,534 | $710.7K | 0.15% | +781+11.6% | Added |
| Financial Partners Capital Management LLC | 7,538 | $711.0K | 0.17% | −510−6.3% | Reduced |
| WealthTrust Axiom LLC | 7,551 | $712.0K | 0.27% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 6,858 | $716.0K | 0.17% | −1,186−14.7% | Reduced |
| Renasant Bank | 7,586 | $716.0K | 0.63% | −186−2.4% | Reduced |
| StrategIQ Financial Group, LLC | 7,589 | $716.0K | 0.09% | +6+0.1% | Added |
| PBMares Wealth Management LLC | 7,606 | $718.0K | 0.31% | −106−1.4% | Reduced |
| Kensington Investment Counsel, LLC | 7,615 | $718.0K | 0.60% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 8,057 | $719.0K | 0.54% | −487−5.7% | Reduced |
| Boston Common Asset Management, LLC | 7,636 | $720.0K | 0.04% | −56,287−88.1% | Reduced |
| Trustmark National Bank Trust Department | 7,625 | $720.0K | 0.07% | −750−9.0% | Reduced |
| Kingfisher Capital LLC | 7,640 | $721.0K | 0.20% | −12,764−62.6% | Reduced |
| Parisi Gray Wealth Management | 7,645 | $721.0K | 0.55% | −17−0.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,657 | $722.0K | 0.35% | +50+0.7% | Added |
| Optas, LLC | 7,660 | $724.0K | 0.32% | +107+1.4% | Added |
| QP Wealth Management, LLC | 7,426 | $724.0K | 1.04% | +1,053+16.5% | Added |
| Proffitt & Goodson Inc | 7,704 | $727.0K | 0.16% | +472+6.5% | Added |
| Compton Capital Management Inc | 7,731 | $729.0K | 0.49% | −1,423−15.5% | Reduced |
| Colony Family Offices, LLC | 7,726 | $729.0K | 0.32% | +226+3.0% | Added |
| American Money Management, LLC | 7,740 | $730.0K | 0.22% | −343−4.2% | Reduced |
| Itau Unibanco Holding S.A. | 7,767 | $733.0K | 0.03% | −33,278−81.1% | Reduced |
| Greenfield Savings Bank | 7,770 | $733.0K | 0.53% | −456−5.5% | Reduced |
| Ellevest, Inc. | 7,775 | $733.0K | 0.07% | +3,363+76.2% | Added |
| Stockman Wealth Management, Inc. | 7,791 | $735.0K | 0.20% | −1,575−16.8% | Reduced |
| Resource Consulting Group Inc | 7,801 | $736.0K | 0.21% | +2,530+48.0% | Added |
| Vicus Capital | 7,814 | $737.0K | 0.09% | −169−2.1% | Reduced |
| Corundum Group, Inc. | 7,839 | $739.0K | 0.46% | +2,154+37.9% | Added |
| Navalign, LLC | 7,845 | $740.0K | 0.33% | +2,771+54.6% | Added |
| KG&L Capital Management,LLC | 7,858 | $741.0K | 0.42% | −1,982−20.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 7,851 | $741.0K | 0.81% | −470−5.6% | Reduced |
| BCGM Wealth Management, LLC | 7,285 | $742.0K | 0.37% | +603+9.0% | Added |
| Hexagon Capital Partners LLC | 7,878 | $743.0K | 0.22% | −30.0% | Reduced |
| Rocky Mountain Advisers, LLC | 7,876 | $743.0K | 0.97% | +32+0.4% | Added |
| Vivaldi Capital Management, LLC | 7,658 | $744.0K | 0.20% | −34−0.4% | Reduced |
| Financial Management Network Inc | 7,330 | $744.0K | 0.37% | −155−2.1% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 7,891 | $744.0K | 0.93% | +7,891 | New |
| Mark Stevens | 7,898 | $745.0K | 0.10% | −26,335−76.9% | Reduced |
| Weaver Consulting Group | 7,894 | $745.0K | 0.43% | −533−6.3% | Reduced |
| Marino, Stram & Associates LLC | 7,893 | $745.0K | 0.27% | −326−4.0% | Reduced |
| BCJ Capital Management, LLC | 7,911 | $746.0K | 0.08% | −228−2.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 7,912 | $746.0K | 0.24% | +556+7.6% | Added |
| Biltmore Family Office, LLC | 7,917 | $747.0K | 0.17% | 00.0% | Unchanged |
| WP Advisors, LLC | 7,927 | $748.0K | 0.34% | +203+2.6% | Added |
| ERn Financial, LLC | 7,934 | $748.0K | 0.19% | +332+4.4% | Added |
| Bluesphere Advisors, LLC | 7,960 | $751.0K | 0.75% | −875−9.9% | Reduced |
| XR Securities LLC | 7,975 | $752.0K | 0.70% | +892+12.6% | Added |
| Vanguard Capital Wealth Advisors | 7,993 | $753.0K | 0.91% | +1,051+15.1% | Added |
| Waycross Partners, LLC | 8,000 | $755.0K | 0.51% | −11,934−59.9% | Reduced |
| Chatham Capital Group, Inc. | 8,006 | $755.0K | 0.19% | +910+12.8% | Added |
| Independent Solutions Wealth Management, LLC | 8,023 | $756.8K | 0.25% | −20−0.2% | Reduced |
| Lifeworks Advisors, LLC | 7,106 | $757.0K | 0.43% | +83+1.2% | Added |
| Intellectus Partners, LLC | 8,044 | $759.0K | 0.27% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7,735 | $762.0K | 0.16% | −19,079−71.2% | Reduced |
| Accredited Investors Inc. | 8,114 | $765.0K | 0.09% | +12+0.1% | Added |
| Vigilant Capital Management, LLC | 8,114 | $765.0K | 0.07% | +2,010+32.9% | Added |
| McKinley Carter Wealth Services, Inc. | 8,122 | $766.0K | 0.07% | −21−0.3% | Reduced |
| GW Henssler & Associates Ltd | 8,120 | $766.0K | 0.06% | +16+0.2% | Added |
| Excalibur Management Corp | 8,141 | $768.0K | 0.43% | +641+8.5% | Added |
| Harvest Volatility Management LLC | 7,876 | $768.0K | 0.13% | +1,476+23.1% | Added |
| Schulhoff & Co Inc | 8,171 | $770.0K | 0.40% | −125−1.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 8,182 | $772.0K | 0.21% | −232−2.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 8,192 | $773.0K | 0.63% | +555+7.3% | Added |
| Bramshill Investments, LLC | 8,208 | $774.0K | 0.11% | −8,104−49.7% | Reduced |
| King Wealth | 8,217 | $775.0K | 0.20% | −674−7.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 8,228 | $776.0K | 0.57% | +2,465+42.8% | Added |
| Liberty Wealth Management LLC | 8,239 | $777.0K | 0.21% | −1,699−17.1% | Reduced |
| Gleason Group, Inc. | 8,249 | $778.0K | 0.27% | +32+0.4% | Added |
| Hayek Kallen Investment Management | 8,245 | $778.0K | 0.37% | +400+5.1% | Added |
| Summit Trail Advisors, LLC | 8,248 | $778.0K | 0.04% | +835+11.3% | Added |
| Willner & Heller, LLC | 8,256 | $779.0K | 1.26% | −59−0.7% | Reduced |
| Aureus Asset Management, LLC | 8,272 | $780.0K | 0.07% | −131−1.6% | Reduced |
| StoneX Group Inc. | 8,269 | $780.0K | 0.11% | −638−7.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 8,327 | $783.0K | 0.76% | +20.0% | Added |
| Camden Capital, LLC | 8,310 | $784.0K | 0.18% | +371+4.7% | Added |
| Capula Management Ltd | 8,326 | $785.0K | 0.10% | −46,565−84.8% | Reduced |
| RSM US Wealth Management LLC | 8,331 | $786.0K | 0.05% | −2,021−19.5% | Reduced |
| Caxton Associates LP | 8,349 | $788.0K | 0.14% | −6,668−44.4% | Reduced |
| White Pine Capital LLC | 8,368 | $789.0K | 0.33% | +158+1.9% | Added |
| Holderness Investments Co | 8,376 | $790.0K | 0.36% | −595−6.6% | Reduced |
| Stableford Capital II LLC | 7,752 | $791.0K | 0.38% | −426−5.2% | Reduced |
| 9258 Wealth Management, LLC | 8,391 | $791.0K | 0.20% | +1,735+26.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8,403 | $793.0K | 0.05% | −11,158−57.0% | Reduced |
| Central Bank & Trust Co | 8,431 | $795.0K | 0.17% | −1,205−12.5% | Reduced |