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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 9,946 | $938.0K | 0.05% | −759−7.1% | Reduced |
| Capital Advisors Inc | 9,929 | $938.0K | 0.03% | −138−1.4% | Reduced |
| NewEdge Wealth, LLC | 9,955 | $939.0K | 0.04% | +2,382+31.5% | Added |
| Altus Wealth Group LLC | 5,568 | $942.0K | 0.94% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 9,988 | $942.0K | 0.36% | +767+8.3% | Added |
| Alight Capital Management LP | 10,000 | $943.0K | 1.22% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 9,700 | $945.0K | 0.57% | −163−1.7% | Reduced |
| Duality Advisers, LP | 10,034 | $947.0K | 0.10% | +10,034 | New |
| Bremer Bank National Association | 10,046 | $948.0K | 0.21% | −1,264−11.2% | Reduced |
| Mizuho Securities Co. Ltd. | 10,082 | $951.0K | 0.32% | +7,960+375.1% | Added |
| Salvus Wealth Management, LLC | 10,102 | $953.0K | 0.91% | +8+0.1% | Added |
| Resurgent Financial Advisors LLC | 10,121 | $955.0K | 0.66% | −928−8.4% | Reduced |
| TriaGen Wealth Management LLC | 10,156 | $958.0K | 0.53% | +112+1.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 9,686 | $959.0K | 0.02% | +8,943+1,203.6% | Added |
| Apriem Advisors | 10,181 | $960.0K | 0.17% | +654+6.9% | Added |
| Taylor Hoffman Wealth Management | 10,207 | $963.0K | 0.50% | −16−0.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 10,209 | $963.0K | 0.06% | +1,659+19.4% | Added |
| Symmetry Partners, LLC | 10,231 | $965.0K | 0.07% | +352+3.6% | Added |
| Cypress Wealth Services, LLC | 9,937 | $966.0K | 0.33% | −956−8.8% | Reduced |
| Thoroughbred Financial Services, LLC | 10,251 | $967.0K | 0.18% | −629−5.8% | Reduced |
| Roosevelt Investment Group LLC | 10,277 | $969.0K | 0.07% | −124−1.2% | Reduced |
| My Legacy Advisors, LLC | 10,263 | $969.0K | 0.49% | +3,081+42.9% | Added |
| Benedetti & Gucer, Inc. | 10,331 | $975.0K | 0.77% | −34−0.3% | Reduced |
| Delta Capital Management LLC | 10,340 | $975.0K | 0.79% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 10,348 | $976.0K | 0.70% | −434−4.0% | Reduced |
| Abundance Wealth Counselors | 10,344 | $976.0K | 0.28% | 00.0% | Unchanged |
| Bluestein R H & Co | 10,376 | $979.0K | 0.06% | −195−1.8% | Reduced |
| Winton Group Ltd | 10,416 | $983.0K | 0.06% | +10,416 | New |
| EFG Asset Management (North America) Corp. | 10,431 | $985.0K | 0.23% | +941+9.9% | Added |
| Aull & Monroe Investment Management Corp | 10,460 | $987.0K | 0.54% | −2,100−16.7% | Reduced |
| Voya Financial Advisors, Inc. | 10,163 | $990.0K | 0.13% | +61+0.6% | Added |
| Great Diamond Partners, LLC | 10,501 | $990.0K | 0.34% | +727+7.4% | Added |
| Clear Creek Financial Management, LLC | 10,534 | $994.0K | 0.22% | +106+1.0% | Added |
| Vista Investment Management | 10,542 | $994.0K | 0.61% | +396+3.9% | Added |
| Mystic Asset Management, Inc. | 10,539 | $994.0K | 0.64% | +1,645+18.5% | Added |
| Successful Portfolios LLC | 10,557 | $996.0K | 0.72% | −14−0.1% | Reduced |
| Widmann Financial Services, Inc. | 10,597 | $999.7K | 1.11% | −150−1.4% | Reduced |
| Acropolis Investment Management, LLC | 10,600 | $1.00M | 0.10% | −907−7.9% | Reduced |
| Absher Wealth Management, LLC | 10,598 | $1.00M | 0.21% | −615−5.5% | Reduced |
| LSV Asset Management | 10,600 | $1.00M | 0.00% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 10,600 | $1.00M | 0.21% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 10,634 | $1.00M | 0.50% | +253+2.4% | Added |
| CoreFirst Bank & Trust | 10,664 | $1.01M | 0.87% | −205−1.9% | Reduced |
| Mechanics Financial Corp | 10,663 | $1.01M | 0.66% | +39+0.4% | Added |
| Certified Advisory Corp | 10,663 | $1.01M | 0.23% | +151+1.4% | Added |
| Oakworth Capital, Inc. | 10,673 | $1.01M | 0.11% | −150−1.4% | Reduced |
| Whitener Capital Management, Inc. | 10,698 | $1.01M | 0.48% | +343+3.3% | Added |
| Mayflower Financial Advisors, LLC | 10,693 | $1.01M | 0.16% | +1,217+12.8% | Added |
| Fukoku Mutual Life Insurance Co | 10,705 | $1.01M | 0.09% | −290−2.6% | Reduced |
| HighTower Trust Services, LTA | 10,719 | $1.01M | 0.11% | +10,719 | New |
| Peddock Capital Advisors, LLC | 10,735 | $1.01M | 0.42% | −2,230−17.2% | Reduced |
| Prudent Man Advisors, LLC | 10,755 | $1.01M | 0.48% | +206+2.0% | Added |
| Tilia Fiduciary Partners, Inc. | 10,897 | $1.01M | 1.03% | +397+3.8% | Added |
| Chesapeake Wealth Management | 10,753 | $1.01M | 0.46% | +1,636+17.9% | Added |
| Galibier Capital Management Ltd. | 10,795 | $1.02M | 0.21% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 10,787 | $1.02M | 0.06% | +719+7.1% | Added |
| Financial Architects, Inc | 10,793 | $1.02M | 0.18% | +10,793 | New |
| Independence Bank of Kentucky | 10,809 | $1.02M | 0.50% | +830+8.3% | Added |
| Forte Capital LLC | 10,839 | $1.02M | 0.19% | −75−0.7% | Reduced |
| Wedmont Private Capital | 10,835 | $1.02M | 0.21% | +4,104+61.0% | Added |
| Abacus Planning Group, Inc. | 10,844 | $1.02M | 0.31% | +454+4.4% | Added |
| Nikulski Financial, Inc. | 10,871 | $1.02M | 0.53% | +42+0.4% | Added |
| Claro Advisors LLC | 10,866 | $1.03M | 0.41% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10,616 | $1.03M | 0.59% | −168−1.6% | Reduced |
| Modera Wealth Management, LLC | 10,950 | $1.03M | 0.05% | −477−4.2% | Reduced |
| Peterson Financial Group, Inc. | 10,981 | $1.04M | 1.01% | −1,184−9.7% | Reduced |
| Bank of New Hampshire | 11,009 | $1.04M | 0.32% | −310−2.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 11,044 | $1.04M | 0.86% | −71−0.6% | Reduced |
| Summit Financial, LLC | 11,067 | $1.04M | 0.10% | −273−2.4% | Reduced |
| Joseph P. Lucia & Associates, LLC | 11,065 | $1.04M | 0.82% | +1,551+16.3% | Added |
| Oak Asset Management, LLC | 11,067 | $1.04M | 0.51% | +11,067 | New |
| QVR LLC | 11,083 | $1.04M | 0.95% | +7,474+207.1% | Added |
| Matrix Private Capital Group LLC | 11,152 | $1.05M | 0.71% | −2,352−17.4% | Reduced |
| Audent Global Asset Management, LLC | 11,173 | $1.05M | 1.44% | −9,014−44.7% | Reduced |
| Agate Pass Investment Management, LLC | 11,176 | $1.05M | 0.80% | −26−0.2% | Reduced |
| Columbia Trust Co 01012016 | 11,205 | $1.06M | 0.60% | +1,116+11.1% | Added |
| Family Legacy, Inc. | 11,274 | $1.06M | 0.53% | +316+2.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 11,266 | $1.06M | 0.38% | +782+7.5% | Added |
| Poehling Capital Management, LLC | 11,294 | $1.06M | 0.45% | +6,545+137.8% | Added |
| Marcum Wealth, LLC | 11,390 | $1.07M | 0.16% | +86+0.8% | Added |
| Glassman Wealth Services | 11,395 | $1.07M | 0.23% | −814−6.7% | Reduced |
| LBMC Investment Advisors, LLC | 11,393 | $1.07M | 0.12% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 11,432 | $1.08M | 0.91% | −414−3.5% | Reduced |
| Outfitter Financial LLC | 11,445 | $1.08M | 1.06% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 11,449 | $1.08M | 0.79% | +4,694+69.5% | Added |
| Finer Wealth Management, Inc. | 11,458 | $1.08M | 1.06% | +148+1.3% | Added |
| Zevenbergen Capital Investments LLC | 11,455 | $1.08M | 0.03% | +1,145+11.1% | Added |
| Valley Brook Capital Group | 11,498 | $1.08M | 1.18% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 11,512 | $1.09M | 1.23% | +230+2.0% | Added |
| Eqis Capital Management, Inc. | 11,523 | $1.09M | 0.13% | +1,415+14.0% | Added |
| Lumature Wealth Partners, LLC | 11,539 | $1.09M | 0.58% | −240−2.0% | Reduced |
| Warther Private Wealth, LLC | 11,537 | $1.09M | 0.86% | +161+1.4% | Added |
| Buckingham Strategic Partners | 11,537 | $1.09M | 0.06% | +1,900+19.7% | Added |
| Essex Savings Bank | 11,570 | $1.09M | 0.43% | −1,883−14.0% | Reduced |
| Smith Anglin Financial, LLC | 11,581 | $1.09M | 0.23% | +23+0.2% | Added |
| Canvas Wealth Advisors, LLC | 10,448 | $1.09M | 0.47% | +1,566+17.6% | Added |
| MCF Advisors LLC | 11,598 | $1.09M | 0.12% | +740+6.8% | Added |
| Beck Mack & Oliver LLC | 11,619 | $1.10M | 0.04% | −582−4.8% | Reduced |
| MGO Private Wealth, LLC | 11,633 | $1.10M | 0.52% | +11,633 | New |
| Wealth Advisors of Tampa Bay, LLC | 11,641 | $1.10M | 0.75% | −12,081−50.9% | Reduced |