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; 2,947 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
- 3,006
- +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
- 1,339 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 | 2,947 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 2,457 | $232.0K | 0.09% | +251+11.4% | Added |
| SJS Investment Consulting Inc. | 2,451 | $232.0K | 0.08% | +2,451 | New |
| Tortoise Investment Management, LLC | 2,468 | $233.0K | 0.05% | −100−3.9% | Reduced |
| Alliance Wealth Management Group | 2,475 | $233.0K | 0.09% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,486 | $234.0K | 0.05% | −767−23.6% | Reduced |
| Unionview, LLC | 2,479 | $234.0K | 0.27% | −64−2.5% | Reduced |
| Ade, LLC | 2,481 | $234.0K | 0.26% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 2,478 | $234.0K | 0.10% | +2,478 | New |
| Monte Financial Group, LLC | 2,490 | $235.0K | 0.14% | −6,388−72.0% | Reduced |
| Grand Central Investment Group | 2,496 | $235.0K | 0.33% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,492 | $235.0K | 0.11% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 2,494 | $235.0K | 0.15% | +80+3.3% | Added |
| Ritter Daniher Financial Advisory LLC | 2,492 | $235.0K | 0.17% | +90+3.7% | Added |
| Hurlow Wealth Management Group, Inc. | 2,507 | $236.0K | 0.14% | −271−9.8% | Reduced |
| Redmont Wealth Advisors LLC | 2,501 | $236.0K | 0.31% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 2,511 | $237.0K | 0.06% | −6,399−71.8% | Reduced |
| HNP Capital LLC | 2,509 | $237.0K | 0.07% | −394−13.6% | Reduced |
| Karpus Management, Inc. | 2,515 | $237.0K | 0.01% | 00.0% | Unchanged |
| Gould Asset Management LLC | 2,520 | $238.0K | 0.08% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 2,523 | $238.0K | 0.14% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,527 | $238.0K | 0.26% | +47+1.9% | Added |
| Renaissance Investment Group LLC | 2,335 | $238.0K | 0.07% | −85−3.5% | Reduced |
| Vista Private Wealth Partners. LLC | 2,457 | $239.0K | 0.13% | −116−4.5% | Reduced |
| Arcus Capital Partners, LLC | 2,533 | $239.0K | 0.10% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 2,532 | $239.0K | 0.11% | +3+0.1% | Added |
| Well Done, LLC | 2,543 | $240.0K | 0.06% | +27+1.1% | Added |
| Lipe & Dalton | 2,541 | $240.0K | 0.15% | +161+6.8% | Added |
| Peachtree Investment Partners, LLC | 2,550 | $241.0K | 0.16% | −272−9.6% | Reduced |
| Petix & Botte Co | 2,555 | $241.0K | 0.18% | +164+6.9% | Added |
| Trail Ridge Investment Advisors, LLC | 2,550 | $242.0K | 0.16% | −6,374−71.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,568 | $242.0K | 0.11% | −863−25.2% | Reduced |
| Capital Financial Planning, LLC | 2,569 | $242.0K | 0.10% | −33−1.3% | Reduced |
| KFA Private Wealth Group, LLC | 2,570 | $242.0K | 0.13% | 00.0% | Unchanged |
| Dixon Fnancial Services, Inc. | 2,561 | $242.0K | 0.19% | −10.0% | Reduced |
| WMG Financial Advisors, LLC | 2,572 | $243.0K | 0.22% | −665−20.5% | Reduced |
| Marshall Financial Group LLC | 2,576 | $243.0K | 0.10% | −100−3.7% | Reduced |
| Curran Financial Partners, LLC | 2,575 | $243.0K | 0.12% | +11+0.4% | Added |
| Andesa Financial Management Inc. | 2,537 | $243.0K | 0.09% | +365+16.8% | Added |
| BCS Wealth Management | 2,587 | $244.0K | 0.11% | −565−17.9% | Reduced |
| Pennsylvania Capital Management Inc | 2,589 | $244.0K | 0.13% | +2,589 | New |
| Future Financial Wealth Managment LLC | 2,595 | $245.0K | 0.28% | −51−1.9% | Reduced |
| Greenhouse Wealth Management, LLC | 2,607 | $246.0K | 0.27% | −899−25.6% | Reduced |
| Armstrong Shaw Associates Inc | 2,610 | $246.0K | 0.26% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 2,622 | $247.0K | 0.11% | −10.0% | Reduced |
| Osterweis Capital Management Inc | 2,626 | $248.0K | 0.02% | +416+18.8% | Added |
| Vectors Research Management, LLC | 2,659 | $251.0K | 0.07% | −394−12.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,656 | $251.0K | 0.15% | +348+15.1% | Added |
| S&CO Inc | 2,677 | $252.0K | 0.02% | −24,470−90.1% | Reduced |
| Bernardo Wealth Planning LLC | 2,475 | $252.0K | 0.14% | +15+0.6% | Added |
| Centric Wealth Management | 2,682 | $253.0K | 0.10% | −654−19.6% | Reduced |
| MEMBERS Trust Co | 2,685 | $253.0K | 0.01% | −192−6.7% | Reduced |
| Fortress Wealth Group, LLC | 2,684 | $253.0K | 0.19% | −112−4.0% | Reduced |
| Pacitti Group Inc. | 2,696 | $254.0K | 0.21% | +2,696 | New |
| Benjamin Edwards Inc | 2,701 | $255.0K | 0.08% | −1,021−27.4% | Reduced |
| Sage Mountain Advisors LLC | 2,700 | $255.0K | 0.07% | +421+18.5% | Added |
| Prestige Wealth Management Group LLC | 2,711 | $256.0K | 0.07% | −773−22.2% | Reduced |
| Cyrus J. Lawrence, LLC | 2,718 | $256.0K | 0.08% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 2,719 | $256.0K | 0.10% | +67+2.5% | Added |
| Northcape Wealth Management, LLC | 2,727 | $257.0K | 0.09% | +2,727 | New |
| WealthCare Investment Partners, LLC | 2,732 | $258.0K | 0.21% | −112−3.9% | Reduced |
| BEAM Asset Management, LLC | 2,740 | $258.0K | 0.29% | +46+1.7% | Added |
| WealthShield Partners, LLC | 2,744 | $259.0K | 0.05% | −163−5.6% | Reduced |
| RDA Financial Network | 2,747 | $259.0K | 0.14% | −9−0.3% | Reduced |
| LWM Advisory Services, LLC | 2,750 | $259.0K | 0.29% | +2,750 | New |
| Austin Private Wealth, LLC | 2,754 | $260.0K | 0.05% | −212−7.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,760 | $260.0K | 0.09% | −87−3.1% | Reduced |
| Progressive Investment Management Corp | 2,757 | $260.0K | 0.11% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 2,761 | $260.0K | 0.12% | +366+15.3% | Added |
| Full Sail Capital, LLC | 2,769 | $261.0K | 0.03% | −167−5.7% | Reduced |
| Wealth Management Solutions, LLC | 2,769 | $261.0K | 0.15% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 2,782 | $262.0K | 0.05% | −898−24.4% | Reduced |
| Francis Financial, Inc. | 2,779 | $262.0K | 0.27% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,793 | $263.0K | 0.04% | +92+3.4% | Added |
| Capital Performance Advisors LLP | 2,794 | $264.0K | 0.17% | +10.0% | Added |
| Wrapmanager Inc | 2,801 | $264.0K | 0.09% | +145+5.5% | Added |
| Overbrook Management Corp | 2,803 | $264.0K | 0.07% | +2,803 | New |
| Tacita Capital Inc | 2,810 | $265.0K | 0.21% | −1,500−34.8% | Reduced |
| Mayfair Advisory Group, LLC | 2,730 | $265.0K | 0.37% | +53+2.0% | Added |
| Tranquility Partners, LLC | 2,812 | $265.0K | 0.15% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,818 | $265.0K | 0.20% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,813 | $265.0K | 0.08% | +236+9.2% | Added |
| West Oak Capital, LLC | 2,821 | $266.0K | 0.14% | −9,063−76.3% | Reduced |
| Kercheville Advisors, LLC | 2,818 | $266.0K | 0.27% | −1,100−28.1% | Reduced |
| Humankind Investments LLC | 2,822 | $266.0K | 0.13% | +61+2.2% | Added |
| Goepper Burkhardt LLC | 2,830 | $267.0K | 0.20% | −185−6.1% | Reduced |
| USAdvisors Wealth Management, LLC | 2,827 | $267.0K | 0.14% | +349+14.1% | Added |
| Gries Financial LLC | 2,826 | $267.0K | 0.11% | +360+14.6% | Added |
| Quadrature Capital Ltd | 2,828 | $267.0K | 0.01% | +2,828 | New |
| Calton & Associates, Inc. | 2,844 | $268.0K | 0.15% | −362−11.3% | Reduced |
| First Citizens Financial Corp | 2,857 | $270.0K | 0.27% | −302−9.6% | Reduced |
| Private Capital Management, LLC | 2,875 | $271.0K | 0.04% | −1,515−34.5% | Reduced |
| Meritage Portfolio Management | 2,871 | $271.0K | 0.02% | +257+9.8% | Added |
| Peninsula Asset Management Inc | 2,875 | $272.0K | 0.17% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 2,885 | $272.0K | 0.09% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 2,889 | $273.0K | 0.02% | −1,243−30.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,890 | $273.0K | 0.17% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 2,890 | $273.0K | 0.16% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 2,891 | $273.0K | 0.10% | +50+1.8% | Added |
| Miramar Capital, LLC | 3,153 | $274.0K | 0.08% | −237−7.0% | Reduced |
| Alethea Capital Management, LLC | 2,901 | $274.0K | 0.35% | 00.0% | Unchanged |