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; 2,948 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 | 2,948 | $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 |
|---|---|---|---|---|---|
| Chelsea Counsel Co | 3,977 | $375.0K | 0.23% | −4,034−50.4% | Reduced |
| Bickling Financial Services, Inc. | 3,981 | $376.0K | 0.25% | −682−14.6% | Reduced |
| Foresight Wealth Management, LLC | 3,987 | $376.0K | 0.16% | −160−3.9% | Reduced |
| Prentice Wealth Management LLC | 3,949 | $376.0K | 0.21% | +3,949 | New |
| Cottage Street Advisors LLC | 4,008 | $378.0K | 0.31% | −500−11.1% | Reduced |
| Professional Advisory Services Inc | 4,005 | $378.0K | 0.07% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 4,020 | $379.0K | 0.43% | −4,311−51.7% | Reduced |
| Keudell/Morrison Wealth Management | 4,025 | $380.0K | 0.14% | −30−0.7% | Reduced |
| Oak Thistle LLC | 4,027 | $380.0K | 1.37% | +4,027 | New |
| Hutchinson Capital Management | 4,044 | $381.0K | 0.10% | +408+11.2% | Added |
| Marotta Asset Management | 4,052 | $382.2K | 0.10% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 4,064 | $383.0K | 0.32% | −8−0.2% | Reduced |
| LVW Advisors, LLC | 4,069 | $384.0K | 0.09% | −829−16.9% | Reduced |
| McRae Capital Management Inc | 4,075 | $384.0K | 0.12% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 4,066 | $384.0K | 0.07% | 00.0% | Unchanged |
| E&G Advisors, LP | 4,066 | $384.0K | 0.14% | +78+2.0% | Added |
| Aufman Associates Inc | 4,086 | $385.0K | 0.41% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 4,106 | $387.0K | 0.29% | +20.0% | Added |
| Accel Wealth Management | 3,812 | $387.0K | 0.21% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,100 | $387.0K | 0.28% | +404+10.9% | Added |
| Windsor Capital Management, LLC | 4,114 | $388.0K | 0.15% | −87−2.1% | Reduced |
| Pacific Center for Financial Services | 4,109 | $388.0K | 0.15% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4,123 | $388.9K | 0.16% | +132+3.3% | Added |
| Gradient Capital Advisors, LLC | 4,123 | $389.0K | 0.19% | −394−8.7% | Reduced |
| Ssi Investment Management LLC | 4,121 | $389.0K | 0.03% | +9+0.2% | Added |
| Allegheny Financial Group LTD | 4,135 | $390.0K | 0.18% | +26+0.6% | Added |
| Security Financial Services, INC. | 4,150 | $391.0K | 0.13% | −80−1.9% | Reduced |
| WC Walker & Associates, Inc. | 3,739 | $391.0K | 0.22% | −157−4.0% | Reduced |
| Truvestments Capital LLC | 4,161 | $392.0K | 0.25% | +23+0.6% | Added |
| WealthBridge Capital Management, LLC | 4,158 | $393.0K | 0.17% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 4,178 | $394.0K | 0.23% | −108−2.5% | Reduced |
| Monograph Wealth Advisors, LLC | 4,179 | $394.0K | 0.13% | +4+0.1% | Added |
| Sunbelt Securities, Inc. | 4,176 | $394.0K | 0.08% | +649+18.4% | Added |
| Safeguard Investment Advisory Group, LLC | 4,196 | $395.0K | 0.27% | +212+5.3% | Added |
| Alpine Woods Capital Investors, LLC | 4,212 | $397.0K | 0.05% | −31,000−88.0% | Reduced |
| Coastwise Capital Group, LLC | 4,209 | $397.0K | 0.63% | −290−6.4% | Reduced |
| Barber Financial Group, Inc. | 4,203 | $397.0K | 0.12% | +30+0.7% | Added |
| Palisade Asset Management, LLC | 4,207 | $397.0K | 0.05% | +55+1.3% | Added |
| SBB Research Group LLC | 4,218 | $398.0K | 0.56% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 4,220 | $398.0K | 0.13% | +53+1.3% | Added |
| Fairhaven Wealth Management, LLC | 4,219 | $398.0K | 0.18% | +524+14.2% | Added |
| UMA Financial Services, Inc. | 3,954 | $399.0K | 0.12% | +188+5.0% | Added |
| Tyler-Stone Wealth Management | 4,254 | $401.0K | 0.31% | −145−3.3% | Reduced |
| TFC Financial Management | 4,250 | $401.0K | 0.13% | +570+15.5% | Added |
| Gabelli & Co Investment Advisers, Inc. | 4,260 | $402.0K | 0.05% | −215−4.8% | Reduced |
| Charter Oak Capital Management, LLC | 4,265 | $402.0K | 0.06% | −30−0.7% | Reduced |
| High Note Wealth, LLC | 3,857 | $403.0K | 0.16% | +121+3.2% | Added |
| AlphaCore Capital LLC | 4,268 | $403.0K | 0.18% | +760+21.7% | Added |
| First National Bank of South Miami | 4,284 | $404.0K | 0.31% | −179−4.0% | Reduced |
| First Bank & Trust | 4,289 | $404.0K | 0.15% | +436+11.3% | Added |
| Capital Wealth Planning, LLC | 4,285 | $404.0K | 0.01% | +455+11.9% | Added |
| Harvest Fund Management Co., Ltd | 4,286 | $405.0K | 0.12% | +3,173+285.1% | Added |
| Orca Investment Management, LLC | 4,308 | $406.0K | 0.53% | −294−6.4% | Reduced |
| Paragon Capital Management Ltd | 4,306 | $406.0K | 0.12% | −199−4.4% | Reduced |
| Wittenberg Investment Management, Inc. | 4,303 | $406.0K | 0.17% | −5−0.1% | Reduced |
| Private Portfolio Partners LLC | 4,308 | $406.4K | 0.12% | −3,661−45.9% | Reduced |
| Heron Bay Capital Management | 4,312 | $407.0K | 0.28% | −2,141−33.2% | Reduced |
| Apella Capital, LLC | 4,311 | $407.0K | 0.05% | −17−0.4% | Reduced |
| First Affirmative Financial Network | 4,327 | $408.0K | 0.52% | −94−2.1% | Reduced |
| Royal Fund Management, LLC | 4,328 | $408.0K | 0.08% | +127+3.0% | Added |
| S. R. Schill & Associates | 4,328 | $408.0K | 0.22% | +188+4.5% | Added |
| First City Capital Management, Inc. | 4,340 | $409.0K | 0.27% | +96+2.3% | Added |
| Callan Capital, LLC | 4,339 | $409.0K | 0.07% | +1,198+38.1% | Added |
| Aaron Wealth Advisors | 4,350 | $410.0K | 0.08% | +548+14.4% | Added |
| CMG Global Holdings, LLC | 4,360 | $411.0K | 0.44% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 4,366 | $412.0K | 0.33% | −7−0.2% | Reduced |
| Cairn Investment Group, Inc. | 4,375 | $413.0K | 0.34% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,371 | $413.0K | 0.11% | +829+23.4% | Added |
| IFG Advisors, LLC | 4,394 | $414.0K | 0.21% | +100+2.3% | Added |
| Cedrus LLC | 4,398 | $414.9K | 0.39% | +1,199+37.5% | Added |
| Round Table Services, LLC | 4,397 | $415.0K | 0.08% | +700+18.9% | Added |
| Connecticut Wealth Management, LLC | 4,406 | $416.0K | 0.04% | −44−1.0% | Reduced |
| MBA Advisors LLC | 4,408 | $416.0K | 0.30% | 00.0% | Unchanged |
| Clean Yield Group | 4,415 | $416.0K | 0.20% | +21+0.5% | Added |
| Laraway Financial Inc | 4,430 | $418.0K | 0.47% | 00.0% | Unchanged |
| Hoese & Co LLP | 4,437 | $419.0K | 0.49% | −800−15.3% | Reduced |
| Fairview Capital Investment Management, LLC | 4,444 | $419.0K | 0.03% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 4,411 | $420.0K | 0.03% | −666−13.1% | Reduced |
| Cannon Financial Strategists, Inc. | 4,463 | $421.0K | 0.17% | −279−5.9% | Reduced |
| BTG Pactual Global Asset Management Ltd | 4,459 | $421.0K | 0.64% | −11,750−72.5% | Reduced |
| MJP Associates Inc | 4,465 | $421.0K | 0.13% | +85+1.9% | Added |
| Vise Technologies, Inc. | 4,478 | $422.0K | 0.16% | −662−12.9% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,435 | $422.0K | 0.22% | −176−3.8% | Reduced |
| Unio Capital LLC | 4,500 | $424.0K | 0.26% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,490 | $424.0K | 0.63% | +65+1.5% | Added |
| Mathes Company, Inc. | 4,510 | $425.0K | 0.24% | −240−5.1% | Reduced |
| Hall Kathryn A. | 4,504 | $425.0K | 0.18% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,500 | $425.0K | 0.16% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,360 | $425.0K | 0.15% | +38+0.9% | Added |
| Drive Wealth Management, LLC | 4,503 | $425.0K | 0.40% | +1,528+51.4% | Added |
| Onyx Bridge Wealth Group LLC | 4,558 | $426.0K | 0.19% | −707−13.4% | Reduced |
| Cardiff Park Advisors, LLC | 4,516 | $426.0K | 0.07% | −300−6.2% | Reduced |
| Northside Capital Management, LLC | 4,518 | $426.0K | 0.14% | +305+7.2% | Added |
| AlphaStar Capital Management, LLC | 4,530 | $427.0K | 0.05% | −1,206−21.0% | Reduced |
| Ironwood Financial, llc | 4,530 | $427.0K | 0.14% | −10.0% | Reduced |
| Mason & Associates Inc | 4,539 | $428.0K | 0.15% | +110+2.5% | Added |
| Hixon Zuercher, LLC | 4,543 | $429.0K | 0.27% | +25+0.6% | Added |
| Enterprise Financial Services Corp | 4,550 | $429.0K | 0.32% | +410+9.9% | Added |
| Private Capital Management LLC | 4,564 | $430.0K | 0.16% | +1,509+49.4% | Added |
| MPS Loria Financial Planners, LLC | 4,560 | $430.0K | 0.17% | +164+3.7% | Added |