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 |
|---|---|---|---|---|---|
| Selway Asset Management | 19,277 | $1.82M | 1.06% | −533−2.7% | Reduced |
| Scott & Selber, Inc. | 19,283 | $1.82M | 0.88% | −515−2.6% | Reduced |
| Schechter Investment Advisors, LLC | 19,354 | $1.82M | 0.18% | +5,345+38.2% | Added |
| Sawyer & Company, Inc | 19,365 | $1.83M | 1.00% | +465+2.5% | Added |
| Congress Park Capital LLC | 19,408 | $1.83M | 1.21% | +1,557+8.7% | Added |
| Duff & Phelps Investment Management Co | 19,473 | $1.84M | 0.02% | +90+0.5% | Added |
| Surevest, LLC | 19,523 | $1.84M | 0.50% | +263+1.4% | Added |
| RS Crum Inc. | 19,531 | $1.84M | 0.97% | +575+3.0% | Added |
| Alan B. Lancz & Associates, Inc. | 19,544 | $1.84M | 2.19% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 19,554 | $1.84M | 0.06% | +3,048+18.5% | Added |
| Marietta Investment Partners LLC | 18,668 | $1.86M | 0.55% | −1,612−7.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 19,762 | $1.86M | 0.18% | −96−0.5% | Reduced |
| Chemistry Wealth Management LLC | 19,776 | $1.86M | 0.74% | −13−0.1% | Reduced |
| Abbot Financial Management, Inc. | 19,774 | $1.86M | 1.33% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 19,787 | $1.87M | 1.07% | +15+0.1% | Added |
| Cohen Lawrence B | 19,809 | $1.87M | 1.44% | −2,336−10.5% | Reduced |
| Ceera Investments, LLC | 19,826 | $1.87M | 1.24% | −270−1.3% | Reduced |
| New Potomac Partners, LLC | 19,842 | $1.87M | 1.58% | +7,199+56.9% | Added |
| NTV Asset Management LLC | 19,862 | $1.87M | 0.39% | +89+0.5% | Added |
| Proequities, Inc. | 19,886 | $1.88M | 0.18% | +1,336+7.2% | Added |
| Essex Financial Services, Inc. | 19,909 | $1.88M | 0.22% | −2,105−9.6% | Reduced |
| Lindbrook Capital, LLC | 19,928 | $1.88M | 0.32% | −4,600−18.8% | Reduced |
| Frisch Financial Group, Inc. | 19,952 | $1.88M | 0.80% | −50−0.2% | Reduced |
| Spirit of America Management Corp | 19,950 | $1.88M | 0.45% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 19,946 | $1.88M | 0.29% | +118+0.6% | Added |
| Thomas Story & Son LLC | 20,004 | $1.89M | 0.99% | −1,975−9.0% | Reduced |
| Anson Funds Management LP | 20,000 | $1.89M | 0.36% | 00.0% | Unchanged |
| Gimbel Daniel Scott | 20,000 | $1.89M | 0.77% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 20,000 | $1.89M | 0.21% | +20,000 | New |
| Zenyatta Capital Management LP | 20,000 | $1.89M | 1.10% | +20,000 | New |
| CV Advisors LLC | 20,068 | $1.89M | 1.86% | −765−3.7% | Reduced |
| Regent Investment Management LLC | 20,088 | $1.90M | 0.55% | −175−0.9% | Reduced |
| Rowland & Co Investment Counsel | 20,105 | $1.90M | 0.51% | −69−0.3% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $1.90M | 2.16% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 20,137 | $1.90M | 0.57% | +8,715+76.3% | Added |
| MidWestOne Financial Group, Inc. | 20,165 | $1.90M | 0.48% | +113+0.6% | Added |
| Murphy Pohlad Asset Management LLC | 20,204 | $1.91M | 0.88% | +1,190+6.3% | Added |
| Three Bridge Wealth Advisors, LLC | 20,215 | $1.91M | 0.97% | −135−0.7% | Reduced |
| EPG Wealth Management LLC | 20,216 | $1.91M | 0.78% | −24−0.1% | Reduced |
| Westover Capital Advisors, LLC | 20,251 | $1.91M | 0.73% | −477−2.3% | Reduced |
| Avidian Wealth Solutions, LLC | 20,263 | $1.91M | 0.14% | −6,788−25.1% | Reduced |
| Bill Few Associates, Inc. | 20,286 | $1.91M | 1.29% | −3,500−14.7% | Reduced |
| Avitas Wealth Management LLC | 20,284 | $1.91M | 0.44% | +3,952+24.2% | Added |
| Summit Place Financial Advisors, LLC | 20,289 | $1.91M | 1.78% | +3,810+23.1% | Added |
| Focused Wealth Management, Inc | 20,453 | $1.93M | 0.40% | −35−0.2% | Reduced |
| Allen Capital Group, LLC | 20,469 | $1.93M | 0.45% | +1,128+5.8% | Added |
| Banco de Sabadell, S.A | 20,448 | $1.93M | 1.60% | +209+1.0% | Added |
| ACG Wealth | 20,554 | $1.94M | 0.44% | −1,491−6.8% | Reduced |
| Knuff & Co LLC | 20,562 | $1.94M | 0.92% | −327−1.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 20,077 | $1.94M | 1.75% | +509+2.6% | Added |
| Diamant Asset Management, Inc. | 20,577 | $1.94M | 1.88% | +60.0% | Added |
| YorkBridge Wealth Partners, LLC | 20,659 | $1.95M | 0.50% | +477+2.4% | Added |
| MV Capital Management, Inc. | 20,739 | $1.96M | 0.34% | +3,454+20.0% | Added |
| Cary Street Partners Asset Management LLC | 20,785 | $1.96M | 0.47% | +1,748+9.2% | Added |
| Capital Investment Advisory Services, LLC | 20,845 | $1.97M | 0.25% | +1,136+5.8% | Added |
| Quadrant Capital Group LLC | 20,845 | $1.97M | 0.26% | +2,677+14.7% | Added |
| Carl P. Sherr & Co., LLC | 20,865 | $1.97M | 1.57% | −740−3.4% | Reduced |
| Summit Financial Group Inc | 20,860 | $1.97M | 0.82% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 20,899 | $1.97M | 0.02% | −14,141−40.4% | Reduced |
| Krilogy Financial LLC | 20,952 | $1.98M | 0.24% | +485+2.4% | Added |
| Trust Asset Management LLC | 21,022 | $1.98M | 0.27% | +1,449+7.4% | Added |
| Autumn Glory Partners, LLC | 21,033 | $1.98M | 1.34% | +16,522+366.3% | Added |
| Dorchester Wealth Management Co | 21,050 | $1.99M | 0.44% | +9,229+78.1% | Added |
| Strategic Financial Services, Inc, | 21,091 | $1.99M | 0.18% | −763−3.5% | Reduced |
| Jasper Ridge Partners, L.P. | 21,100 | $1.99M | 0.13% | −154−0.7% | Reduced |
| Atlas Brown,Inc. | 21,131 | $1.99M | 1.02% | +339+1.6% | Added |
| Nelson Capital Management, LLC | 21,206 | $2.00M | 0.59% | −321−1.5% | Reduced |
| SOL Capital Management CO | 21,289 | $2.01M | 0.42% | +2,022+10.5% | Added |
| Boston Financial Mangement LLC | 21,374 | $2.02M | 0.09% | +8,416+64.9% | Added |
| World Equity Group, Inc. | 21,375 | $2.02M | 0.51% | +1,525+7.7% | Added |
| Watchman Group, Inc. | 21,462 | $2.02M | 1.27% | +171+0.8% | Added |
| Kore Private Wealth LLC | 21,499 | $2.03M | 0.37% | +151+0.7% | Added |
| Moneta Group Investment Advisors LLC | 21,510 | $2.03M | 0.08% | −3,501−14.0% | Reduced |
| Ergoteles LLC | 21,525 | $2.03M | 0.07% | −120,601−84.9% | Reduced |
| Morse Asset Management, Inc | 21,520 | $2.03M | 0.77% | −170−0.8% | Reduced |
| Jacobsen Capital Management | 21,519 | $2.03M | 1.16% | −26−0.1% | Reduced |
| Hendershot Investments Inc. | 21,542 | $2.03M | 0.38% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 21,601 | $2.04M | 0.66% | +1,469+7.3% | Added |
| Estabrook Capital Management | 21,607 | $2.04M | 0.38% | +22+0.1% | Added |
| Bridges Investment Management Inc | 21,671 | $2.04M | 0.08% | −1,572−6.8% | Reduced |
| Harbour Investments, Inc. | 21,656 | $2.04M | 0.14% | 00.0% | Unchanged |
| American National Bank | 21,665 | $2.04M | 0.49% | +20,958+2,964.4% | Added |
| DuPont Capital Management Corp | 21,680 | $2.04M | 0.12% | −11,081−33.8% | Reduced |
| Herbst Group, LLC | 21,697 | $2.05M | 1.68% | −300−1.4% | Reduced |
| Bath Savings Trust Co | 21,729 | $2.05M | 0.28% | −5,083−19.0% | Reduced |
| Brown Miller Wealth Management, LLC | 21,736 | $2.05M | 1.45% | +2,616+13.7% | Added |
| Sycomore Asset Management | 20,900 | $2.05M | 0.58% | −21,950−51.2% | Reduced |
| Continuum Advisory, LLC | 23,932 | $2.05M | 0.36% | +1,454+6.5% | Added |
| Ferguson Wellman Capital Management, Inc | 21,771 | $2.05M | 0.08% | −1,231−5.4% | Reduced |
| Harbour Investment Management LLC | 21,931 | $2.07M | 1.30% | −44−0.2% | Reduced |
| Lynch Asset Management, Inc. | 21,925 | $2.07M | 1.86% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 22,001 | $2.08M | 0.15% | −4,512−17.0% | Reduced |
| Viking Fund Management LLC | 22,000 | $2.08M | 0.49% | 00.0% | Unchanged |
| Smithfield Trust Co | 22,052 | $2.08M | 0.15% | −1,984−8.3% | Reduced |
| Axxcess Wealth Management, LLC | 22,109 | $2.08M | 0.21% | +1,472+7.1% | Added |
| Wealthspire Advisors, LLC | 22,195 | $2.09M | 0.04% | −1,666−7.0% | Reduced |
| Coastal Investment Advisors, Inc. | 22,261 | $2.10M | 0.55% | −1,591−6.7% | Reduced |
| NVWM, LLC | 22,271 | $2.10M | 0.83% | +2,454+12.4% | Added |
| Fort Sheridan Advisors LLC | 22,287 | $2.10M | 0.71% | +4,447+24.9% | Added |
| Trexquant Investment LP | 22,338 | $2.11M | 0.07% | −33,093−59.7% | Reduced |