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 |
|---|---|---|---|---|---|
| West Branch Capital LLC | 16,347 | $1.54M | 0.96% | +352+2.2% | Added |
| Private Trust Co NA | 16,370 | $1.54M | 0.25% | −304−1.8% | Reduced |
| Turim 21 Investimentos Ltda. | 16,439 | $1.55M | 1.33% | −783−4.5% | Reduced |
| Verus Capital Partners, LLC | 16,440 | $1.55M | 0.29% | +5,556+51.0% | Added |
| First Business Financial Services, Inc. | 16,464 | $1.55M | 0.22% | +1,277+8.4% | Added |
| Founders Financial Securities LLC | 16,470 | $1.55M | 0.28% | −43−0.3% | Reduced |
| Sculati Wealth Management, LLC | 16,595 | $1.56M | 0.92% | −147−0.9% | Reduced |
| Financial Advisory Service, Inc. | 16,678 | $1.57M | 0.17% | +1,899+12.8% | Added |
| Blue Fin Capital, Inc. | 16,694 | $1.57M | 0.59% | +627+3.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 16,689 | $1.57M | 1.30% | +1,450+9.5% | Added |
| First National Bank & Trust Co of Newtown | 16,699 | $1.57M | 0.38% | −136−0.8% | Reduced |
| Cypress Capital Group | 16,828 | $1.59M | 0.26% | +203+1.2% | Added |
| Cohen Investment Advisors LLC | 16,837 | $1.59M | 1.46% | +223+1.3% | Added |
| Field & Main Bank | 16,855 | $1.59M | 1.07% | +387+2.4% | Added |
| AdvisorNet Financial, Inc | 16,873 | $1.59M | 0.16% | −105−0.6% | Reduced |
| MSH Capital Advisors LLC | 16,890 | $1.59M | 0.78% | −77−0.5% | Reduced |
| JNBA Financial Advisors | 16,958 | $1.60M | 0.25% | −50.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.60M | 0.70% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 17,021 | $1.61M | 0.65% | −70−0.4% | Reduced |
| Miller Investment Management, LP | 17,023 | $1.61M | 0.34% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 17,047 | $1.61M | 0.38% | −12,214−41.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 17,061 | $1.61M | 0.39% | +3,118+22.4% | Added |
| Cypress Asset Management Inc | 17,168 | $1.62M | 0.62% | −135−0.8% | Reduced |
| Clarius Group, LLC | 17,180 | $1.62M | 0.16% | −190−1.1% | Reduced |
| HCR Wealth Advisors | 17,203 | $1.62M | 0.34% | −513−2.9% | Reduced |
| Studio Investment Management LLC | 17,208 | $1.62M | 0.58% | +690+4.2% | Added |
| Linker Capital Management Inc. | 17,218 | $1.62M | 2.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 17,238 | $1.63M | 1.02% | +137+0.8% | Added |
| Trustco Bank Corp N Y | 17,256 | $1.63M | 1.99% | −250−1.4% | Reduced |
| LCNB Corp | 17,322 | $1.63M | 0.89% | −805−4.4% | Reduced |
| Eagle Bluffs Wealth Management LLC | 17,335 | $1.64M | 1.89% | −318−1.8% | Reduced |
| CRA Financial Services, LLC | 17,333 | $1.64M | 0.59% | +559+3.3% | Added |
| Te Ahumairangi Investment Management Ltd | 17,329 | $1.64M | 0.28% | +5,600+47.7% | Added |
| Confluence Wealth Services, Inc. | 17,370 | $1.64M | 0.69% | −2,045−10.5% | Reduced |
| Cim Investment Mangement Inc | 17,369 | $1.64M | 0.73% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 17,407 | $1.64M | 1.66% | −510−2.8% | Reduced |
| Aspiriant, LLC | 17,430 | $1.64M | 0.08% | +297+1.7% | Added |
| Stratos Wealth Advisors, LLC | 17,454 | $1.65M | 0.17% | +517+3.1% | Added |
| Cape Cod Five Cents Savings Bank | 17,455 | $1.65M | 0.20% | −1,479−7.8% | Reduced |
| Phraction Management LLC | 17,496 | $1.65M | 1.25% | −5,045−22.4% | Reduced |
| Birmingham Capital Management Co Inc | 17,502 | $1.65M | 0.73% | +275+1.6% | Added |
| Fund Management at Engine No. 1 LLC | 17,528 | $1.65M | 0.49% | −863−4.7% | Reduced |
| Transatlantique Private Wealth LLC | 17,531 | $1.65M | 1.11% | +2,622+17.6% | Added |
| Aldebaran Financial Inc. | 17,482 | $1.67M | 1.92% | −91−0.5% | Reduced |
| Keystone Financial Group | 17,678 | $1.67M | 0.34% | +1,272+7.8% | Added |
| Lakeview Capital Partners, LLC | 17,683 | $1.67M | 0.66% | +12,926+271.7% | Added |
| Cladis Investment Advisory, LLC | 17,697 | $1.67M | 1.81% | +2,250+14.6% | Added |
| Bank Hapoalim BM | 17,704 | $1.67M | 0.21% | −9,253−34.3% | Reduced |
| Thomasville National Bank | 17,707 | $1.67M | 0.20% | −1,724−8.9% | Reduced |
| Stillwater Investment Management, LLC | 17,715 | $1.67M | 0.52% | 00.0% | Unchanged |
| Enhancing Capital LLC | 17,200 | $1.67M | 2.07% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 17,738 | $1.67M | 0.43% | +124+0.7% | Added |
| RFG Advisory, LLC | 16,836 | $1.68M | 0.10% | −686−3.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 17,839 | $1.68M | 0.65% | +20+0.1% | Added |
| Old National Bancorp | 17,890 | $1.69M | 0.06% | +33+0.2% | Added |
| Delaney Dennis R | 17,891 | $1.69M | 1.62% | +17,891 | New |
| Enlightenment Research, LLC | 17,900 | $1.69M | 3.74% | +13,100+272.9% | Added |
| Wimmer Associates 1, LLC | 15,869 | $1.69M | 1.12% | +10.0% | Added |
| Gordian Capital Singapore Pte Ltd | 15,956 | $1.69M | 2.25% | 00.0% | Unchanged |
| Qtron Investments LLC | 17,955 | $1.69M | 0.42% | +5,832+48.1% | Added |
| Investment Research & Advisory Group, Inc. | 17,981 | $1.70M | 1.28% | +1,811+11.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,993 | $1.70M | 1.18% | +297+1.7% | Added |
| LGT Fund Management Co Ltd. | 18,000 | $1.70M | 0.80% | −3,059−14.5% | Reduced |
| Bizma Investimentos Ltda | 18,000 | $1.70M | 1.18% | 00.0% | Unchanged |
| Weik Capital Management | 18,065 | $1.70M | 0.85% | −415−2.2% | Reduced |
| Kornitzer Capital Management Inc | 18,158 | $1.71M | 0.04% | −1,707−8.6% | Reduced |
| ICA Group Wealth Management, LLC | 18,176 | $1.72M | 0.36% | +707+4.0% | Added |
| Nixon Peabody Trust Co | 18,188 | $1.72M | 1.45% | −15,567−46.1% | Reduced |
| Citizens Business Bank | 18,223 | $1.72M | 0.42% | −13,730−43.0% | Reduced |
| CFM Wealth Partners LLC | 18,228 | $1.72M | 0.55% | −629−3.3% | Reduced |
| Connable Office Inc | 18,263 | $1.72M | 0.28% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 18,273 | $1.72M | 0.63% | −1,645−8.3% | Reduced |
| Delta Financial Advisors LLC | 18,275 | $1.72M | 0.92% | +180+1.0% | Added |
| TB Alternative Assets Ltd. | 18,400 | $1.74M | 0.63% | +18,400 | New |
| Garrison Asset Management, LLC | 18,414 | $1.74M | 1.23% | −57−0.3% | Reduced |
| Proficio Capital Partners LLC | 18,440 | $1.74M | 0.32% | −818−4.2% | Reduced |
| Montecito Bank & Trust | 18,453 | $1.74M | 0.45% | +947+5.4% | Added |
| Deane Retirement Strategies, Inc. | 18,436 | $1.74M | 1.07% | +17,900+3,339.6% | Added |
| Dempze Nancy E | 18,501 | $1.75M | 1.86% | +995+5.7% | Added |
| Brookfield Asset Management Inc. | 18,529 | $1.75M | 0.01% | +18,529 | New |
| Spreng Capital Management, Inc. | 18,547 | $1.75M | 1.55% | −2,408−11.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 17,179 | $1.75M | 0.83% | −172−1.0% | Reduced |
| Boothbay Fund Management, LLC | 18,585 | $1.75M | 0.06% | +10,182+121.2% | Added |
| Community Bank & Trust, Waco, Texas | 18,615 | $1.76M | 0.62% | −3,595−16.2% | Reduced |
| Boltwood Capital Management | 18,617 | $1.76M | 0.80% | −1,934−9.4% | Reduced |
| Capital Asset Advisory Services LLC | 18,648 | $1.76M | 0.23% | +1,777+10.5% | Added |
| L & S Advisors Inc | 18,789 | $1.77M | 0.31% | +14,640+352.9% | Added |
| Sawtooth Solutions, LLC | 18,824 | $1.77M | 0.26% | +5,266+38.8% | Added |
| Blue Edge Capital, LLC | 18,817 | $1.78M | 0.44% | +235+1.3% | Added |
| Townsend & Associates, Inc | 17,833 | $1.78M | 0.82% | +2,754+18.3% | Added |
| Checchi Capital Advisers, LLC | 18,894 | $1.78M | 0.19% | +5,634+42.5% | Added |
| Geneos Wealth Management Inc. | 18,959 | $1.79M | 0.12% | −10,919−36.5% | Reduced |
| Sanders Morris Harris LLC | 18,538 | $1.79M | 0.44% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 19,005 | $1.79M | 0.52% | +1,529+8.7% | Added |
| Oak Harbor Wealth Partners, LLC | 19,035 | $1.80M | 0.71% | 00.0% | Unchanged |
| Csenge Advisory Group | 19,073 | $1.80M | 0.15% | +1,330+7.5% | Added |
| TCG Advisory Services, LLC | 19,081 | $1.80M | 0.54% | +1,133+6.3% | Added |
| Wipfli Financial Advisors LLC, | 19,181 | $1.81M | 0.13% | +19,181 | New |
| Mount Capital Ltd | 19,200 | $1.81M | 0.77% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 19,270 | $1.82M | 0.85% | −22−0.1% | Reduced |