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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 22,337 | $2.11M | 0.34% | −7,016−23.9% | Reduced |
| Harbor Investment Advisory, LLC | 22,425 | $2.12M | 0.35% | −7,697−25.6% | Reduced |
| Cigna Investments Inc | 22,447 | $2.12M | 0.47% | −1,124−4.8% | Reduced |
| Winch Advisory Services, LLC | 22,479 | $2.12M | 0.91% | −484−2.1% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 22,500 | $2.12M | 1.81% | +500+2.3% | Added |
| Assetmark, Inc | 22,491 | $2.12M | 0.01% | +3,347+17.5% | Added |
| Skylands Capital, LLC | 22,500 | $2.12M | 0.35% | +6,500+40.6% | Added |
| Kovack Advisors, Inc. | 22,562 | $2.13M | 0.31% | −206−0.9% | Reduced |
| Lake Street Advisors Group, LLC | 22,623 | $2.13M | 0.15% | +2,228+10.9% | Added |
| Plimoth Trust Co LLC | 22,667 | $2.14M | 0.74% | +1,029+4.8% | Added |
| Harbour Capital Advisors, LLC | 22,502 | $2.14M | 0.74% | −213−0.9% | Reduced |
| Chicago Trust Co NA | 22,729 | $2.14M | 0.56% | +260+1.2% | Added |
| Foundations Investment Advisors, LLC | 22,751 | $2.15M | 0.09% | +2,921+14.7% | Added |
| Palisade Capital Management LLC | 22,761 | $2.15M | 0.06% | −54,250−70.4% | Reduced |
| Wintrust Investments LLC | 22,765 | $2.15M | 0.27% | +22,765 | New |
| Kistler-Tiffany Companies, LLC | 22,805 | $2.15M | 0.49% | +497+2.2% | Added |
| Sterneck Capital Management, LLC | 22,864 | $2.16M | 1.52% | +870+4.0% | Added |
| CoreCap Advisors, LLC | 22,889 | $2.16M | 0.18% | −2,445−9.7% | Reduced |
| BigSur Wealth Management LLC | 22,912 | $2.16M | 1.09% | −1,118−4.7% | Reduced |
| Riverwater Partners LLC | 22,965 | $2.17M | 2.16% | +19,073+490.1% | Added |
| Engineers Gate Manager LP | 22,988 | $2.17M | 0.13% | −13,499−37.0% | Reduced |
| Stone Point Wealth LLC | 22,988 | $2.17M | 1.33% | +815+3.7% | Added |
| JSF Financial, LLC | 23,013 | $2.17M | 0.82% | −184−0.8% | Reduced |
| Balentine LLC | 23,055 | $2.17M | 0.08% | +11,076+92.5% | Added |
| Ardsley Advisory Partners LP | 23,050 | $2.18M | 0.57% | +16,500+251.9% | Added |
| Physicians Financial Services, Inc. | 23,107 | $2.18M | 1.05% | −1,617−6.5% | Reduced |
| Moreno Evelyn V | 23,130 | $2.18M | 0.99% | −19,367−45.6% | Reduced |
| Parkwood LLC | 23,324 | $2.20M | 0.47% | +62+0.3% | Added |
| TrinityPoint Wealth, LLC | 23,333 | $2.20M | 0.50% | −1,083−4.4% | Reduced |
| Butensky & Cohen Financial Security, Inc | 23,402 | $2.21M | 0.92% | +3,452+17.3% | Added |
| Montis Financial, LLC | 23,458 | $2.21M | 2.13% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 23,480 | $2.21M | 0.01% | −266,735−91.9% | Reduced |
| Trust Co of Oklahoma | 23,499 | $2.22M | 1.12% | +83+0.4% | Added |
| Paradigm Financial Partners, LLC | 22,180 | $2.22M | 0.69% | +4,209+23.4% | Added |
| Benin Management CORP | 23,539 | $2.22M | 0.92% | +20+0.1% | Added |
| Cornerstone Wealth Management, LLC | 23,534 | $2.22M | 0.25% | +1,955+9.1% | Added |
| CWA Asset Management Group, LLC | 23,577 | $2.22M | 0.21% | −778−3.2% | Reduced |
| Cozad Asset Management Inc | 23,572 | $2.22M | 0.36% | +16,712+243.6% | Added |
| Hanson & Doremus Investment Management | 23,672 | $2.23M | 0.58% | +4,263+22.0% | Added |
| Circle Wealth Management, LLC | 23,681 | $2.23M | 0.37% | −370−1.5% | Reduced |
| Eidelman Virant Capital | 23,265 | $2.23M | 1.65% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 23,734 | $2.24M | 0.10% | +448+1.9% | Added |
| Romano Brothers and Company | 23,835 | $2.25M | 0.36% | +23,835 | New |
| Hancock Whitney Corp | 23,871 | $2.25M | 0.10% | −3,366−12.4% | Reduced |
| Stokes Family Office, LLC | 24,027 | $2.27M | 0.32% | +230+1.0% | Added |
| John G Ullman & Associates Inc | 24,036 | $2.27M | 0.40% | +4,435+22.6% | Added |
| Copperwynd Financial, LLC | 24,034 | $2.27M | 1.30% | +19,868+476.9% | Added |
| Searle & Co. | 24,176 | $2.28M | 0.88% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 24,195 | $2.28M | 0.20% | +200+0.8% | Added |
| Consolidated Investment Group LLC | 24,202 | $2.28M | 0.50% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 24,200 | $2.28M | 1.31% | +250+1.0% | Added |
| Waldron Private Wealth LLC | 24,205 | $2.28M | 0.14% | +1,067+4.6% | Added |
| Stonnington Group, LLC | 23,077 | $2.28M | 0.64% | +3,007+15.0% | Added |
| One Capital Management, LLC | 24,329 | $2.29M | 0.14% | −399−1.6% | Reduced |
| True North Advisors, LLC | 24,338 | $2.29M | 0.75% | −962−3.8% | Reduced |
| Arlington Financial Advisors, LLC | 24,342 | $2.30M | 1.17% | −820−3.3% | Reduced |
| Sky Investment Group LLC | 24,356 | $2.30M | 0.60% | +88+0.4% | Added |
| Aviance Capital Partners, LLC | 24,361 | $2.30M | 0.57% | +306+1.3% | Added |
| Keating Investment Counselors Inc | 24,543 | $2.31M | 1.04% | −350−1.4% | Reduced |
| Altfest L J & Co Inc | 24,545 | $2.31M | 0.43% | +4,922+25.1% | Added |
| Valicenti Advisory Services Inc | 24,564 | $2.32M | 0.85% | −6,605−21.2% | Reduced |
| Northwest Investment Counselors, LLC | 24,582 | $2.32M | 0.76% | +387+1.6% | Added |
| Ropes Wealth Advisors LLC | 24,616 | $2.32M | 0.49% | −1,250−4.8% | Reduced |
| Pitcairn Co | 24,621 | $2.32M | 0.26% | −217−0.9% | Reduced |
| Vickerman Investment Advisors, Inc. | 24,629 | $2.32M | 1.12% | +868+3.7% | Added |
| Bedel Financial Consulting, Inc. | 23,186 | $2.33M | 0.62% | +663+2.9% | Added |
| Principle Wealth Partners LLC | 24,688 | $2.33M | 0.30% | +3,302+15.4% | Added |
| Beaton Management Co. Inc. | 24,736 | $2.33M | 1.76% | +150+0.6% | Added |
| Sterling Investment Management, Inc. | 24,819 | $2.34M | 1.97% | +2,240+9.9% | Added |
| Fruth Investment Management | 24,835 | $2.34M | 0.78% | −90−0.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 24,839 | $2.34M | 0.21% | +303+1.2% | Added |
| Dana Investment Advisors, Inc. | 24,862 | $2.35M | 0.13% | +4,223+20.5% | Added |
| Level Four Advisory Services, LLC | 24,927 | $2.35M | 0.23% | +454+1.9% | Added |
| GM Advisory Group, Inc. | 24,945 | $2.35M | 0.30% | −2,700−9.8% | Reduced |
| Condor Capital Management | 24,950 | $2.35M | 0.31% | +803+3.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $2.36M | 0.80% | +10,000+66.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 25,056 | $2.36M | 2.05% | +775+3.2% | Added |
| Miracle Mile Advisors, LLC | 25,086 | $2.37M | 0.11% | +543+2.2% | Added |
| M. Kulyk & Associates, LLC | 25,190 | $2.38M | 0.83% | −1,102−4.2% | Reduced |
| Burleson & Company, LLC | 25,187 | $2.38M | 0.52% | +1,260+5.3% | Added |
| Snider Financial Group | 23,430 | $2.38M | 1.29% | +23,430 | New |
| Old Second National Bank of Aurora | 25,206 | $2.38M | 0.73% | +116+0.5% | Added |
| Lavaca Capital LLC | 22,650 | $2.39M | 1.34% | −3,906−14.7% | Reduced |
| Wealth Alliance | 25,393 | $2.40M | 0.47% | +3,207+14.5% | Added |
| Curbstone Financial Management Corp | 25,460 | $2.40M | 0.60% | +492+2.0% | Added |
| Menlo Advisors LLC | 25,478 | $2.40M | 1.69% | −585−2.2% | Reduced |
| Bull Street Advisors, LLC | 25,620 | $2.42M | 1.36% | +155+0.6% | Added |
| Northstar Asset Management LLC | 25,793 | $2.43M | 0.81% | −335−1.3% | Reduced |
| Iowa State Bank | 25,786 | $2.43M | 0.69% | +1,651+6.8% | Added |
| Ashton Thomas Private Wealth, LLC | 25,799 | $2.43M | 0.27% | +124+0.5% | Added |
| M Holdings Securities, Inc. | 25,888 | $2.44M | 0.27% | −702−2.6% | Reduced |
| Horizon Wealth Management, LLC | 25,966 | $2.45M | 1.80% | −4,047−13.5% | Reduced |
| Smith, Moore & Co. | 25,983 | $2.45M | 0.37% | +697+2.8% | Added |
| Resources Investment Advisors, LLC. | 25,992 | $2.45M | 0.09% | +1,774+7.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 26,044 | $2.46M | 0.07% | +26,044 | New |
| Bradley Mark J. | 26,081 | $2.46M | 2.28% | +2,675+11.4% | Added |
| Citadel Investment Advisory, Inc. | 26,085 | $2.46M | 1.88% | +497+1.9% | Added |
| Arden Trust Co | 26,107 | $2.46M | 0.62% | +1,603+6.5% | Added |
| SevenBridge Financial Group, LLC | 26,155 | $2.47M | 0.84% | −386−1.5% | Reduced |
| Marathon Trading Investment Management LLC | 26,158 | $2.47M | 1.63% | +11,518+78.7% | Added |