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 |
|---|---|---|---|---|---|
| Ameliora Wealth Management Ltd. | 3,367 | $314.0K | 0.17% | +3,367 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 3,337 | $315.0K | 0.16% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,238 | $315.0K | 0.00% | +3,238 | New |
| Marks Group Wealth Management, Inc | 3,355 | $316.0K | 0.05% | −248−6.9% | Reduced |
| Monticello Wealth Management, LLC | 3,360 | $317.0K | 0.04% | −459−12.0% | Reduced |
| DSC Advisors, L.P. | 3,410 | $322.0K | 0.34% | −623−15.4% | Reduced |
| NFP Retirement, Inc. | 3,415 | $322.1K | 0.08% | +41+1.2% | Added |
| Prelude Capital Management, LLC | 3,429 | $323.0K | 0.02% | −6,657−66.0% | Reduced |
| Capital Wealth Alliance, LLC | 3,397 | $323.0K | 0.27% | −736−17.8% | Reduced |
| Kowal Investment Group, LLC | 3,423 | $323.0K | 0.11% | +335+10.8% | Added |
| Wedge Capital Management L L P | 3,426 | $323.0K | 0.01% | +3,426 | New |
| Titleist Asset Management, Ltd. | 3,433 | $324.0K | 0.08% | −1,790−34.3% | Reduced |
| Birinyi Associates Inc | 3,450 | $325.0K | 0.15% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 3,224 | $325.0K | 0.20% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,448 | $325.0K | 0.09% | +648+23.1% | Added |
| Portland Global Advisors LLC | 3,464 | $327.0K | 0.07% | 00.0% | Unchanged |
| New World Advisors LLC | 3,474 | $328.0K | 0.16% | +55+1.6% | Added |
| Affiance Financial, LLC | 3,473 | $328.0K | 0.18% | +183+5.6% | Added |
| Doheny Asset Management | 3,473 | $328.0K | 0.33% | +3,473 | New |
| Convergence Investment Partners, LLC | 3,483 | $329.0K | 0.21% | +647+22.8% | Added |
| Wulff, Hansen & Co. | 3,500 | $330.0K | 0.41% | −550−13.6% | Reduced |
| Private Wealth Strategies, L.L.C. | 3,519 | $331.0K | 0.10% | +3,519 | New |
| Fort Pitt Capital Group, LLC | 3,522 | $332.0K | 0.02% | −7,255−67.3% | Reduced |
| Personal Cfo Solutions, LLC | 3,520 | $332.0K | 0.08% | −331−8.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,515 | $332.0K | 0.03% | +320+10.0% | Added |
| Buckley Wealth Management, LLC | 3,530 | $333.0K | 0.12% | −1,230−25.8% | Reduced |
| Riverbridge Partners LLC | 3,525 | $333.0K | 0.00% | 00.0% | Unchanged |
| Windsor Group LTD | 3,427 | $333.0K | 0.08% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,539 | $333.0K | 0.05% | +138+4.1% | Added |
| Towercrest Capital Management | 3,540 | $334.0K | 0.08% | +10.0% | Added |
| Gilbert & Cook, Inc. | 3,276 | $334.0K | 0.07% | +3,276 | New |
| Options Solutions, LLC | 3,552 | $335.0K | 0.52% | −5,314−59.9% | Reduced |
| Prentiss Smith & Co Inc | 3,565 | $336.0K | 0.30% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,561 | $336.0K | 0.09% | +1,290+56.8% | Added |
| Teamwork Financial Advisors, LLC | 3,577 | $337.0K | 0.07% | −1,295−26.6% | Reduced |
| Kelman-Lazarov, Inc. | 3,575 | $337.0K | 0.11% | 00.0% | Unchanged |
| West Wealth Group, LLC | 3,581 | $337.0K | 0.17% | +180+5.3% | Added |
| Parkside Advisors LLC | 3,585 | $338.0K | 0.13% | −160−4.3% | Reduced |
| BFSG, LLC | 3,608 | $340.0K | 0.07% | +28+0.8% | Added |
| Somerset Trust Co | 3,606 | $340.0K | 0.16% | +1,126+45.4% | Added |
| Barrett & Company, Inc. | 3,934 | $341.8K | 0.23% | +3,934 | New |
| Creative Financial Designs Inc | 3,623 | $342.0K | 0.06% | +101+2.9% | Added |
| Alesco Advisors LLC | 3,634 | $343.0K | 0.01% | +1,371+60.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,640 | $344.0K | 0.26% | −350−8.8% | Reduced |
| L2 Asset Management, LLC | 3,642 | $344.0K | 0.26% | +451+14.1% | Added |
| Golden Green, Inc. | 3,644 | $344.0K | 0.37% | +1,417+63.6% | Added |
| First National Corp | 3,654 | $345.0K | 0.09% | −34−0.9% | Reduced |
| Northwest Capital Management Inc | 3,669 | $346.0K | 0.20% | −86−2.3% | Reduced |
| Regis Management CO LLC | 3,683 | $347.0K | 0.08% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,677 | $347.0K | 0.06% | +802+27.9% | Added |
| Mach-1 Financial Group, Inc. | 3,697 | $348.0K | 0.37% | −22−0.6% | Reduced |
| E Fund Management Co., Ltd. | 3,692 | $348.0K | 0.03% | +75+2.1% | Added |
| Coyle Financial Counsel LLC | 3,698 | $349.0K | 0.23% | +208+6.0% | Added |
| Long Run Wealth Advisors, LLC | 3,704 | $349.0K | 0.14% | +1,367+58.5% | Added |
| McLean Asset Management Corp | 3,597 | $350.0K | 0.13% | −172−4.6% | Reduced |
| New Jersey Better Educational Savings Trust | 3,706 | $350.0K | 1.17% | 00.0% | Unchanged |
| SFMG, LLC | 3,749 | $350.0K | 0.04% | +84+2.3% | Added |
| Dentgroup LLC | 3,762 | $350.0K | 0.35% | +800+27.0% | Added |
| Prospect Hill Management, LLC | 3,725 | $351.0K | 0.27% | −11,000−74.7% | Reduced |
| EWG Elevate Inc. | 3,722 | $351.0K | 0.20% | −32−0.9% | Reduced |
| Montchanin Asset Management, LLC | 3,722 | $351.0K | 0.50% | 00.0% | Unchanged |
| Truadvice, LLC | 3,311 | $351.0K | 0.20% | +154+4.9% | Added |
| Pacer Advisors, Inc. | 3,718 | $351.0K | 0.00% | +820+28.3% | Added |
| Ackerman Capital Advisors, LLC | 3,732 | $352.0K | 0.10% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 3,741 | $353.0K | 0.40% | −104−2.7% | Reduced |
| Fermata Advisors, LLC | 3,737 | $353.0K | 0.11% | +193+5.4% | Added |
| Cutter & CO Brokerage, Inc. | 3,740 | $353.0K | 0.13% | +257+7.4% | Added |
| Parcion Private Wealth LLC | 3,750 | $354.0K | 0.04% | −201−5.1% | Reduced |
| Hofer & Associates. Inc | 3,766 | $355.0K | 0.38% | −10.0% | Reduced |
| Wealth Management Associates, Inc. | 3,777 | $356.3K | 0.25% | +200+5.6% | Added |
| McClarren Financial Advisors, Inc. | 3,785 | $357.0K | 0.36% | +3,785 | New |
| Insight Advisors, LLC | 3,795 | $358.0K | 0.14% | −29−0.8% | Reduced |
| ASB Consultores, LLC | 3,798 | $358.0K | 0.17% | +236+6.6% | Added |
| Greenwich Wealth Management LLC | 3,810 | $359.0K | 0.04% | +518+15.7% | Added |
| Rosenberg Matthew Hamilton | 3,826 | $360.0K | 0.14% | +118+3.2% | Added |
| BCK Capital Management LP | 3,826 | $361.0K | 0.26% | 00.0% | Unchanged |
| DFPG Investments, LLC | 3,544 | $362.0K | 0.15% | −44−1.2% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,843 | $363.0K | 0.32% | −185−4.6% | Reduced |
| SP Asset Management | 3,847 | $363.0K | 0.05% | −42−1.1% | Reduced |
| Patriot Investment Management Inc. | 3,853 | $363.0K | 0.04% | +60+1.6% | Added |
| Gemmer Asset Management LLC | 3,851 | $363.0K | 0.06% | +525+15.8% | Added |
| Regent Peak Wealth Advisors LLC | 3,851 | $363.0K | 0.13% | +560+17.0% | Added |
| RBA Wealth Management, LLC | 3,866 | $365.0K | 0.21% | −19−0.5% | Reduced |
| Financial Insights, Inc. | 3,884 | $366.0K | 0.25% | +3,884 | New |
| Advance Capital Management, Inc. | 3,889 | $367.0K | 0.04% | +81+2.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,912 | $367.0K | 0.22% | +3,912 | New |
| Second Half Financial Partners, LLC | 3,900 | $368.0K | 0.46% | −1,286−24.8% | Reduced |
| Abner Herrman & Brock LLC | 3,901 | $368.0K | 0.07% | −68−1.7% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 3,909 | $368.0K | 0.33% | +764+24.3% | Added |
| Centerpoint Advisors, LLC | 3,901 | $368.0K | 0.20% | +771+24.6% | Added |
| TruWealth Advisors, LLC | 3,917 | $369.0K | 0.04% | −894−18.6% | Reduced |
| Northwest Wealth Management, LLC | 3,910 | $369.0K | 0.16% | +30+0.8% | Added |
| Magnolia Capital Advisors LLC | 3,919 | $370.0K | 0.31% | −255−6.1% | Reduced |
| Broadleaf Partners, LLC | 3,925 | $370.0K | 0.15% | 00.0% | Unchanged |
| Corton Capital Inc. | 3,946 | $372.0K | 0.45% | −2,074−34.5% | Reduced |
| Enzi Wealth | 3,919 | $372.0K | 0.18% | +3,919 | New |
| Intrepid Financial Planning Group LLC | 3,950 | $373.0K | 0.21% | −175−4.2% | Reduced |
| Semmax Financial Advisors Inc. | 3,709 | $373.0K | 0.16% | +2,487+203.5% | Added |
| Segment Wealth Management, LLC | 3,970 | $374.0K | 0.05% | −83−2.0% | Reduced |
| Accurate Wealth Management, LLC | 3,900 | $374.0K | 0.16% | +1,245+46.9% | Added |