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 |
|---|---|---|---|---|---|
| Alpha Family Trust | 2,905 | $274.0K | 0.21% | +2,905 | New |
| Lowell Blake & Associates Inc. | 2,903 | $274.0K | 0.11% | +2,903 | New |
| SPC Financial, Inc. | 2,913 | $275.0K | 0.03% | −50−1.7% | Reduced |
| Investmark Advisory Group LLC | 2,919 | $275.0K | 0.25% | +195+7.2% | Added |
| Capstone Financial Advisors, Inc. | 2,923 | $276.0K | 0.03% | −591−16.8% | Reduced |
| Colonial River Wealth Management, LLC | 2,929 | $276.0K | 0.19% | −214−6.8% | Reduced |
| Israel Discount Bank of New York | 2,919 | $276.0K | 0.23% | −185−6.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,929 | $276.0K | 0.11% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,921 | $276.0K | 0.08% | +106+3.8% | Added |
| Derbend Asset Management | 2,936 | $277.0K | 0.22% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,948 | $278.0K | 0.16% | +133+4.7% | Added |
| Independent Wealth Network Inc. | 2,959 | $279.0K | 0.22% | −161−5.2% | Reduced |
| HFR Wealth Management, LLC | 2,955 | $279.0K | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 2,966 | $279.0K | 0.09% | +427+16.8% | Added |
| Foster Victor Wealth Advisors, LLC | 2,787 | $279.0K | 0.04% | +530+23.5% | Added |
| CJM Wealth Advisers, Ltd. | 2,966 | $279.8K | 0.20% | −218−6.8% | Reduced |
| GW&K Investment Management, LLC | 2,968 | $280.0K | 0.00% | −585−16.5% | Reduced |
| Financial Council Asset Management Inc | 2,983 | $281.0K | 0.32% | +2,983 | New |
| Schneider Downs Wealth Management Advisors, LP | 2,986 | $282.0K | 0.08% | −747−20.0% | Reduced |
| First International Bank & Trust | 2,986 | $282.0K | 0.11% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2,942 | $282.0K | 0.22% | +23+0.8% | Added |
| Winning Points Advisors, LLC | 2,832 | $282.0K | 0.34% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 2,992 | $282.0K | 0.20% | +727+32.1% | Added |
| Jump Financial, LLC | 2,995 | $283.0K | 0.01% | −9,014−75.1% | Reduced |
| Fca Corp | 3,000 | $283.0K | 0.12% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 3,000 | $283.0K | 0.13% | +2,500+500.0% | Added |
| Advisory Resource Group | 3,011 | $284.0K | 0.09% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 3,019 | $284.8K | 0.15% | −10−0.3% | Reduced |
| South Shore Capital Advisors | 3,023 | $285.0K | 0.67% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 3,022 | $285.0K | 0.31% | +62+2.1% | Added |
| Tradition Wealth Management, LLC | 3,017 | $285.0K | 0.04% | +114+3.9% | Added |
| Aveo Capital Partners, LLC | 3,019 | $285.0K | 0.05% | +236+8.5% | Added |
| Marathon Capital Management | 3,036 | $286.0K | 0.08% | 00.0% | Unchanged |
| Headinvest, LLC | 3,037 | $286.0K | 0.07% | +69+2.3% | Added |
| Traynor Capital Management, Inc. | 3,047 | $287.0K | 0.05% | −466−13.3% | Reduced |
| Royal Capital Wealth Management, LLC | 3,040 | $287.0K | 0.33% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 3,049 | $288.0K | 0.11% | −1,440−32.1% | Reduced |
| Camden National Bank | 3,054 | $288.0K | 0.06% | −468−13.3% | Reduced |
| Blossom Wealth Management | 3,052 | $288.0K | 1.62% | +25+0.8% | Added |
| Forbes J M & Co LLP | 3,061 | $289.0K | 0.05% | −54,595−94.7% | Reduced |
| Tradewinds Capital Management, LLC | 3,066 | $289.0K | 0.12% | −4,300−58.4% | Reduced |
| Sonata Capital Group Inc | 3,060 | $289.0K | 0.16% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,061 | $289.0K | 0.19% | +22+0.7% | Added |
| GFG Capital, LLC | 3,066 | $289.0K | 0.10% | +269+9.6% | Added |
| McIlrath & Eck, LLC | 3,069 | $289.0K | 0.08% | +341+12.5% | Added |
| Colton Groome Financial Advisors, LLC | 3,063 | $289.0K | 0.15% | +825+36.9% | Added |
| Linscomb & Williams, Inc. | 3,078 | $290.0K | 0.02% | −250−7.5% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,781 | $290.0K | 0.35% | −58−2.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,072 | $290.0K | 0.18% | 00.0% | Unchanged |
| Triumph Capital Management | 3,074 | $290.0K | 0.16% | +180+6.2% | Added |
| CFO4Life Group, LLC | 3,084 | $291.0K | 0.08% | −397−11.4% | Reduced |
| EPIQ Capital Group, LLC | 3,086 | $291.0K | 0.15% | −2−0.1% | Reduced |
| NEIRG Wealth Management, LLC | 3,094 | $292.0K | 0.06% | −247−7.4% | Reduced |
| Van Leeuwen & Company, LLC | 3,100 | $292.0K | 0.23% | −65−2.1% | Reduced |
| WJ Wealth Management, LLC | 3,100 | $292.0K | 0.18% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,096 | $292.0K | 0.18% | +43+1.4% | Added |
| First Pacific Advisors, LP | 3,100 | $292.0K | 0.00% | +100+3.3% | Added |
| Column Capital Advisors, LLC | 3,104 | $293.0K | 0.06% | +194+6.7% | Added |
| Cordatus Wealth Management LLC | 3,107 | $293.0K | 0.31% | +198+6.8% | Added |
| Clearwater Capital Advisors, LLC | 3,112 | $294.0K | 0.04% | −110−3.4% | Reduced |
| Tennessee Valley Asset Management Partners | 3,119 | $294.0K | 0.12% | −37−1.2% | Reduced |
| TSFG, LLC | 3,115 | $294.0K | 0.14% | +35+1.1% | Added |
| Financial Advisory Corp | 3,118 | $294.0K | 0.17% | +113+3.8% | Added |
| Private Management Group Inc | 3,119 | $294.2K | 0.01% | +129+4.3% | Added |
| Capital CS Group, LLC | 3,125 | $295.0K | 0.33% | −35−1.1% | Reduced |
| Thrive Wealth Management, LLC | 3,132 | $295.0K | 0.10% | +557+21.6% | Added |
| Cutler Investment Counsel LLC | 3,136 | $296.0K | 0.05% | −50−1.6% | Reduced |
| Am Investment Strategies LLC | 3,141 | $296.0K | 0.11% | +100+3.3% | Added |
| Sanctuary Wealth Management, L.L.C. | 3,148 | $297.0K | 0.39% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 3,068 | $299.0K | 0.07% | −763−19.9% | Reduced |
| Solidarilty Wealth, LLC | 2,974 | $299.0K | 0.17% | −57−1.9% | Reduced |
| JT Stratford LLC | 3,165 | $299.0K | 0.11% | −208−6.2% | Reduced |
| Signet Financial Management, LLC | 3,173 | $299.0K | 0.06% | +196+6.6% | Added |
| Crabel Capital Management, LLC | 3,167 | $299.0K | 0.17% | +3,167 | New |
| Canton Hathaway, LLC | 3,185 | $300.0K | 0.11% | +500+18.6% | Added |
| CX Institutional | 3,193 | $301.0K | 0.02% | −18,050−85.0% | Reduced |
| Summit Global Investments | 3,196 | $301.0K | 0.03% | −727−18.5% | Reduced |
| Rede Wealth, LLC | 3,202 | $302.0K | 0.18% | −300−8.6% | Reduced |
| Opal Wealth Advisors, LLC | 3,202 | $302.0K | 0.22% | −301−8.6% | Reduced |
| Community Bank of Raymore | 3,197 | $302.0K | 0.10% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 3,197 | $302.0K | 0.40% | +17+0.5% | Added |
| Carmichael Hill & Associates, Inc. | 3,231 | $305.0K | 0.18% | +120+3.9% | Added |
| Levy Wealth Management Group, LLC | 3,234 | $305.0K | 0.13% | +864+36.5% | Added |
| Unison Asset Management LLC | 3,235 | $305.0K | 0.27% | +3,235 | New |
| Howard Financial Services, Ltd. | 3,243 | $306.0K | 0.10% | −31−0.9% | Reduced |
| McAdam, LLC | 3,242 | $306.0K | 0.03% | +307+10.5% | Added |
| WestHill Financial Advisors, Inc. | 3,244 | $306.0K | 0.10% | +600+22.7% | Added |
| Traphagen Investment Advisors LLC | 3,246 | $306.2K | 0.06% | −1,118−25.6% | Reduced |
| City State Bank | 3,262 | $308.0K | 0.22% | −46−1.4% | Reduced |
| JGP Wealth Management, LLC | 3,169 | $308.0K | 0.06% | +756+31.3% | Added |
| CNB Bank | 3,276 | $309.0K | 0.21% | −493−13.1% | Reduced |
| Affinity Capital Advisors, LLC | 3,290 | $310.0K | 0.11% | +12+0.4% | Added |
| Wedgewood Partners Inc | 3,300 | $311.0K | 0.06% | +1,000+43.5% | Added |
| Fusion Capital, LLC | 3,304 | $312.0K | 0.20% | −444−11.8% | Reduced |
| McGuire Investment Group, LLC | 3,320 | $313.0K | 0.07% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 3,321 | $313.0K | 0.16% | +191+6.1% | Added |
| Hamilton Capital, LLC | 3,327 | $314.0K | 0.02% | −622−15.8% | Reduced |
| Wellspring Financial Advisors, LLC | 3,324 | $314.0K | 0.12% | −247−6.9% | Reduced |
| Seven Post Investment Office LP | 3,324 | $314.0K | 0.12% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 3,334 | $314.0K | 0.06% | +754+29.2% | Added |