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 |
|---|---|---|---|---|---|
| First United Bank Trust | 11,656 | $1.10M | 0.55% | −272−2.3% | Reduced |
| Cooper Financial Group | 11,657 | $1.10M | 0.40% | −1,590−12.0% | Reduced |
| Icon Wealth Advisors, LLC | 11,676 | $1.10M | 0.13% | +11,676 | New |
| Atlas Capital Advisors LLC | 11,678 | $1.10M | 0.20% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 11,702 | $1.10M | 0.22% | −1,273−9.8% | Reduced |
| Omnia Family Wealth, LLC | 11,757 | $1.11M | 0.91% | +188+1.6% | Added |
| DB Fitzpatrick & Co, Inc | 11,787 | $1.11M | 1.35% | −1,434−10.8% | Reduced |
| Nicolet Bankshares Inc | 11,788 | $1.11M | 0.32% | +145+1.2% | Added |
| Argus Investors' Counsel, Inc. | 11,835 | $1.12M | 0.99% | −1,750−12.9% | Reduced |
| Cascade Investment Advisors, Inc. | 10,473 | $1.12M | 0.96% | +55+0.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,840 | $1.12M | 0.14% | +80+0.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,901 | $1.12M | 0.09% | +188+1.6% | Added |
| Evergreen Wealth Solutions, LLC | 11,919 | $1.12M | 1.59% | +1,277+12.0% | Added |
| Allred Capital Management, LLC | 11,942 | $1.13M | 0.70% | −586−4.7% | Reduced |
| Baldwin Brothers Inc | 11,979 | $1.13M | 0.16% | −178−1.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,006 | $1.13M | 0.51% | −7−0.1% | Reduced |
| Magnus Financial Group LLC | 12,010 | $1.13M | 0.22% | +587+5.1% | Added |
| Atlas Private Wealth Management | 12,016 | $1.13M | 0.82% | +680+6.0% | Added |
| Aj Wealth Strategies, LLC | 12,006 | $1.13M | 0.07% | +2,354+24.4% | Added |
| Buffington Mohr McNeal | 12,039 | $1.14M | 0.27% | +103+0.9% | Added |
| Aries Wealth Management | 10,686 | $1.14M | 0.50% | +136+1.3% | Added |
| Global Trust Asset Management, LLC | 12,086 | $1.14M | 0.59% | −206−1.7% | Reduced |
| Platform Technology Partners | 12,121 | $1.14M | 0.65% | −536−4.2% | Reduced |
| Balboa Wealth Partners | 12,114 | $1.14M | 0.50% | +12,114 | New |
| BBR Partners, LLC | 12,146 | $1.15M | 0.15% | −2,291−15.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,157 | $1.15M | 0.34% | +470+4.0% | Added |
| Eads & Heald Wealth Management | 12,176 | $1.15M | 0.65% | −1,833−13.1% | Reduced |
| First Commonwealth Financial Corp | 12,218 | $1.15M | 0.48% | −1,535−11.2% | Reduced |
| Hilltop Holdings Inc. | 12,232 | $1.15M | 0.16% | −1,755−12.5% | Reduced |
| Bank of Stockton | 12,260 | $1.16M | 0.45% | −83−0.7% | Reduced |
| Uncommon Cents Investing LLC | 12,253 | $1.16M | 0.49% | +560+4.8% | Added |
| Costello Asset Management, INC | 12,353 | $1.17M | 1.10% | −556−4.3% | Reduced |
| Moloney Securities Asset Management, LLC | 12,423 | $1.17M | 0.28% | −425−3.3% | Reduced |
| Front Row Advisors LLC | 12,466 | $1.18M | 0.61% | −360−2.8% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 12,481 | $1.18M | 2.00% | +2,002+19.1% | Added |
| Joseph Group Capital Management | 12,498 | $1.18M | 1.29% | +1,216+10.8% | Added |
| Tempus Wealth Planning, LLC | 12,498 | $1.18M | 0.79% | +1,602+14.7% | Added |
| Fullerton Fund Management Co Ltd. | 12,625 | $1.19M | 0.09% | +12,625 | New |
| Trust Investment Advisors | 12,658 | $1.19M | 1.25% | +3,808+43.0% | Added |
| ARGI Investment Services, LLC | 12,689 | $1.20M | 0.04% | +880+7.5% | Added |
| Bank Ozk | 12,702 | $1.20M | 0.65% | +219+1.8% | Added |
| Synergy Financial Group, LTD | 12,719 | $1.20M | 1.80% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 12,743 | $1.20M | 0.12% | +4,290+50.8% | Added |
| Pictet Bank & Trust Ltd | 12,787 | $1.21M | 1.55% | −9,634−43.0% | Reduced |
| Fernwood Investment Management, LLC | 12,807 | $1.21M | 0.51% | −105−0.8% | Reduced |
| Bank of Hawaii | 12,817 | $1.21M | 0.08% | −728−5.4% | Reduced |
| Edge Capital Group, LLC | 12,817 | $1.21M | 0.10% | −48−0.4% | Reduced |
| C2C Wealth Management, LLC | 11,933 | $1.21M | 0.24% | +205+1.7% | Added |
| Leisure Capital Management | 12,854 | $1.21M | 0.73% | +343+2.7% | Added |
| Lederer & Associates Investment Counsel | 12,899 | $1.22M | 1.03% | −41−0.3% | Reduced |
| WT Wealth Management | 12,903 | $1.22M | 0.61% | +1,158+9.9% | Added |
| ELCO Management Co., LLC | 12,925 | $1.22M | 0.97% | +242+1.9% | Added |
| Comerica Securities,inc. | 12,950 | $1.22M | 0.10% | −1,507−10.4% | Reduced |
| Southeast Asset Advisors Inc. | 12,973 | $1.22M | 0.21% | +623+5.0% | Added |
| Monetta Financial Services Inc | 13,000 | $1.23M | 1.40% | +13,000 | New |
| Byrne Asset Management LLC | 13,008 | $1.23M | 0.95% | +245+1.9% | Added |
| Pinnacle Holdings, LLC | 13,060 | $1.23M | 0.58% | +128+1.0% | Added |
| Sentry Investment Management LLC | 13,112 | $1.24M | 0.59% | +587+4.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,108 | $1.24M | 0.23% | +1,043+8.6% | Added |
| Woodmont Investment Counsel LLC | 13,128 | $1.24M | 0.15% | −635−4.6% | Reduced |
| Perfromance Wealth Partners, LLC | 13,170 | $1.24M | 0.07% | +574+4.6% | Added |
| Auxano Advisors, LLC | 13,183 | $1.24M | 0.57% | +3,370+34.3% | Added |
| JFS Wealth Advisors, LLC | 13,197 | $1.25M | 0.14% | −56−0.4% | Reduced |
| Trellus Management Company, LLC | 13,200 | $1.25M | 2.16% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 13,213 | $1.25M | 0.70% | −435−3.2% | Reduced |
| AlphaCrest Capital Management LLC | 13,222 | $1.25M | 0.08% | −21,245−61.6% | Reduced |
| Martin & Co Inc | 13,224 | $1.25M | 0.37% | +239+1.8% | Added |
| Herold Advisors, Inc. | 13,227 | $1.25M | 0.61% | +284+2.2% | Added |
| Cumberland Partners Ltd | 13,235 | $1.25M | 0.13% | +42+0.3% | Added |
| McDonough Capital Management, Inc | 13,229 | $1.25M | 1.43% | −889−6.3% | Reduced |
| Slow Capital, Inc. | 13,255 | $1.25M | 0.27% | −2,349−15.1% | Reduced |
| 180 Wealth Advisors, LLC | 13,246 | $1.25M | 0.34% | +365+2.8% | Added |
| Optimum Investment Advisors | 13,319 | $1.26M | 0.68% | −650−4.7% | Reduced |
| Cypress Capital, LLC | 13,332 | $1.26M | 0.44% | −85,277−86.5% | Reduced |
| Rockland Trust Co | 13,343 | $1.26M | 0.09% | −96−0.7% | Reduced |
| Advisor Resource Council | 13,359 | $1.26M | 0.88% | −11,802−46.9% | Reduced |
| IFG Advisory, LLC | 13,362 | $1.26M | 0.11% | −9,974−42.7% | Reduced |
| Lloyd Park, LLC | 13,360 | $1.26M | 1.56% | +6,175+85.9% | Added |
| Winthrop Advisory Group LLC | 13,384 | $1.26M | 0.27% | +253+1.9% | Added |
| Sound View Wealth Advisors Group, LLC | 13,418 | $1.27M | 0.28% | −3,954−22.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,420 | $1.27M | 0.07% | +2,305+20.7% | Added |
| Perennial Investment Advisors, LLC | 13,445 | $1.27M | 0.58% | +1,011+8.1% | Added |
| Ronald Blue Trust, Inc. | 13,463 | $1.27M | 0.02% | +35+0.3% | Added |
| Sierra Capital LLC | 13,481 | $1.27M | 0.24% | +3,171+30.8% | Added |
| Benedict Financial Advisors Inc | 13,497 | $1.27M | 0.41% | −587−4.2% | Reduced |
| 626 Financial, LLC | 13,530 | $1.28M | 1.03% | −301−2.2% | Reduced |
| Clare Market Investments LLC | 13,540 | $1.28M | 0.55% | +695+5.4% | Added |
| Burney Co | 13,593 | $1.28M | 0.07% | −176−1.3% | Reduced |
| Caas Capital Management LP | 13,600 | $1.28M | 0.17% | −16,141−54.3% | Reduced |
| Wills Financial Group, Inc. | 13,600 | $1.28M | 0.71% | −15,543−53.3% | Reduced |
| Clear Harbor Asset Management, LLC | 13,648 | $1.29M | 0.18% | −22,567−62.3% | Reduced |
| Founders Financial Alliance, LLC | 13,643 | $1.29M | 0.65% | +625+4.8% | Added |
| Annandale Capital, LLC | 13,651 | $1.29M | 0.48% | −1,800−11.6% | Reduced |
| Nations Financial Group Inc, | 13,654 | $1.29M | 0.19% | +88+0.6% | Added |
| BerganKDV Wealth Management, LLC | 13,669 | $1.29M | 0.15% | +1,375+11.2% | Added |
| Elmwood Wealth Management, Inc. | 13,706 | $1.29M | 0.65% | −45−0.3% | Reduced |
| Mechanics Bank Trust Department | 13,706 | $1.29M | 0.24% | +30.0% | Added |
| Sterling Investment Counsel, LLC | 13,832 | $1.30M | 0.95% | −160−1.1% | Reduced |
| Patten Group, Inc. | 13,512 | $1.31M | 0.45% | −414−3.0% | Reduced |
| Enterprise Bank & Trust Co | 13,966 | $1.32M | 0.69% | +50+0.4% | Added |