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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 4,560 | $430.0K | 0.12% | +213+4.9% | Added |
| Shilanski & Associates, Inc. | 4,564 | $430.0K | 0.16% | +4,564 | New |
| Platte River Wealth Advisors, LLC | 4,578 | $432.0K | 0.19% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,592 | $433.0K | 0.11% | +170+3.8% | Added |
| Atlantic Trust, LLC | 4,595 | $433.0K | 0.15% | +4,530+6,969.2% | Added |
| Guardian Investment Management | 4,600 | $434.0K | 0.44% | −5,400−54.0% | Reduced |
| Monetary Management Group Inc | 4,600 | $434.0K | 0.14% | −1,900−29.2% | Reduced |
| First National Bank Sioux Falls | 4,610 | $434.0K | 0.45% | +560+13.8% | Added |
| Brandywine Oak Private Wealth LLC | 4,628 | $436.0K | 0.06% | −832−15.2% | Reduced |
| Garner Asset Management Corp | 4,626 | $436.0K | 0.23% | −612−11.7% | Reduced |
| Little House Capital LLC | 4,624 | $436.0K | 0.23% | −10−0.2% | Reduced |
| Carolinas Wealth Consulting LLC | 15,207 | $436.0K | 0.11% | +457+3.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,625 | $436.0K | 0.03% | +710+18.1% | Added |
| Legend Financial Advisors, Inc. | 4,636 | $437.3K | 0.41% | +4,636 | New |
| Gray Wealth Management Inc. | 4,645 | $438.0K | 0.28% | −377−7.5% | Reduced |
| First National Bank | 4,647 | $439.0K | 0.40% | −10−0.2% | Reduced |
| Evolution Wealth Advisors, LLC | 4,662 | $440.0K | 0.12% | −75−1.6% | Reduced |
| Diversified, LLC | 4,669 | $440.0K | 0.22% | +233+5.3% | Added |
| Source Financial Advisors LLC | 4,664 | $440.0K | 0.17% | +550+13.4% | Added |
| Almanack Investment Partners, LLC. | 4,699 | $443.0K | 0.09% | −4,169−47.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 4,700 | $443.0K | 0.36% | −500−9.6% | Reduced |
| Blueprint Investment Partners LLC | 4,694 | $443.0K | 0.12% | +4,694 | New |
| South Street Advisors LLC | 4,710 | $444.0K | 0.11% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 4,710 | $444.0K | 0.34% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 4,730 | $446.0K | 0.04% | −1,256−21.0% | Reduced |
| Systematic Alpha Investments, LLC | 4,731 | $446.0K | 0.03% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 4,729 | $446.0K | 0.42% | +55+1.2% | Added |
| Sigma Investment Counselors Inc | 4,749 | $448.0K | 0.04% | −680−12.5% | Reduced |
| Oxford Financial Group Ltd | 4,755 | $449.0K | 0.07% | −395−7.7% | Reduced |
| Keebeck Alpha, LP | 4,761 | $449.0K | 0.24% | −304−6.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 4,764 | $449.0K | 0.28% | −176−3.6% | Reduced |
| Manchester Financial Inc | 4,763 | $449.0K | 0.13% | +137+3.0% | Added |
| Wealth Quarterback LLC | 4,773 | $450.0K | 0.48% | −4,554−48.8% | Reduced |
| First National Bank of Hutchinson | 4,773 | $450.0K | 0.36% | −768−13.9% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,792 | $452.0K | 0.01% | −412−7.9% | Reduced |
| KC Investment Advisors, LLC | 4,791 | $452.0K | 0.40% | +383+8.7% | Added |
| RiverFront Investment Group, LLC | 4,800 | $453.0K | 0.02% | −19−0.4% | Reduced |
| Burt Wealth Advisors | 4,801 | $453.0K | 0.18% | +100+2.1% | Added |
| WealthPlan Investment Management, LLC | 4,916 | $453.0K | 0.03% | +4,916 | New |
| High Net Worth Advisory Group LLC | 4,816 | $454.0K | 0.19% | −2,822−36.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 4,813 | $454.0K | 0.37% | −148−3.0% | Reduced |
| Sargent Investment Group, LLC | 4,536 | $454.0K | 0.14% | −25−0.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,815 | $454.0K | 0.16% | +663+16.0% | Added |
| MTM Investment Management, LLC | 4,828 | $455.0K | 0.26% | −550−10.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,821 | $455.0K | 0.26% | +415+9.4% | Added |
| Sax Wealth Advisors, LLC | 4,849 | $457.0K | 0.12% | −6,737−58.1% | Reduced |
| Beacon Financial Advisory LLC | 4,860 | $458.0K | 0.33% | −1,467−23.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 4,850 | $458.0K | 0.56% | −1,134−19.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 4,857 | $458.0K | 0.63% | −100−2.0% | Reduced |
| Tiemann Investment Advisors, LLC | 4,902 | $462.0K | 0.30% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,900 | $462.0K | 0.29% | +4,900 | New |
| Amica Retiree Medical Trust | 4,916 | $464.0K | 0.58% | −2,120−30.1% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 4,922 | $464.0K | 0.46% | −464−8.6% | Reduced |
| Klingman & Associates, LLC | 4,926 | $465.0K | 0.05% | +101+2.1% | Added |
| Bellecapital International Ltd. | 4,931 | $465.0K | 0.14% | +350+7.6% | Added |
| Everhart Financial Group, Inc. | 4,929 | $465.0K | 0.26% | +2,047+71.0% | Added |
| KCS Wealth Advisory | 4,956 | $467.0K | 0.22% | −278−5.3% | Reduced |
| Twelve Points Wealth Management LLC | 4,946 | $467.0K | 0.36% | +9+0.2% | Added |
| Single Point Partners, LLC | 4,955 | $467.0K | 0.13% | +4,955 | New |
| Vident Investment Advisory, LLC | 10,099 | $468.0K | 0.02% | +576+6.0% | Added |
| Cribstone Capital Management, LLC | 4,973 | $469.0K | 0.29% | −466−8.6% | Reduced |
| ETF Managers Group, LLC | 4,996 | $471.0K | 0.02% | +193+4.0% | Added |
| Glen Eagle Advisors, LLC | 4,993 | $471.0K | 0.14% | −156−3.0% | Reduced |
| Zweig-DiMenna Associates LLC | 5,000 | $472.0K | 0.10% | +5,000 | New |
| Corrigan Financial, Inc. | 5,014 | $472.9K | 0.18% | +126+2.6% | Added |
| Money Concepts Capital Corp | 5,015 | $473.0K | 0.03% | +211+4.4% | Added |
| Grant/GrossMendelsohn, LLC | 4,536 | $473.0K | 0.26% | +137+3.1% | Added |
| PSI Advisors, LLC | 5,016 | $474.0K | 0.25% | −934−15.7% | Reduced |
| Waypoint Capital Advisors, LLC | 5,035 | $474.0K | 0.21% | −559−10.0% | Reduced |
| Evermay Wealth Management LLC | 5,031 | $475.0K | 0.09% | −380−7.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,036 | $475.0K | 0.24% | +143+2.9% | Added |
| Wealthquest Corp | 5,053 | $476.0K | 0.07% | −15−0.3% | Reduced |
| Bell Rock Capital LLC | 5,048 | $476.0K | 0.59% | +5,048 | New |
| PEAK6 Investments LLC | 5,056 | $477.0K | 0.02% | −126,118−96.1% | Reduced |
| Carson Advisory Inc. | 5,069 | $478.0K | 0.53% | +261+5.4% | Added |
| LifeSteps Financial, Inc. | 5,083 | $480.0K | 0.54% | +67+1.3% | Added |
| Evanson Asset Management, LLC | 5,108 | $482.0K | 0.06% | −1,341−20.8% | Reduced |
| Wealth Architects, LLC | 5,105 | $482.0K | 0.10% | −310−5.7% | Reduced |
| Global Strategic Investment Solutions, LLC | 5,120 | $483.0K | 0.02% | +19+0.4% | Added |
| Jaffetilchin Investment Partners, LLC | 5,125 | $483.0K | 0.06% | +5,125 | New |
| Benchmark Investment Advisors LLC | 5,139 | $485.0K | 0.52% | −5,213−50.4% | Reduced |
| Center for Financial Planning, Inc. | 5,158 | $487.0K | 0.13% | −364−6.6% | Reduced |
| Aspen Investment Management Inc | 5,172 | $488.0K | 0.33% | −600−10.4% | Reduced |
| Keebeck Wealth Management, LLC | 5,177 | $488.0K | 0.09% | −200−3.7% | Reduced |
| Foster & Motley Inc | 5,189 | $489.0K | 0.05% | −326−5.9% | Reduced |
| Pinnacle Bancorp, Inc. | 5,184 | $489.0K | 0.21% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,184 | $489.0K | 0.06% | +80+1.6% | Added |
| Dark Forest Capital Management LP | 5,181 | $489.0K | 0.09% | +5,137+11,675.0% | Added |
| FinTrust Capital Advisors, LLC | 4,972 | $490.0K | 0.13% | +157+3.3% | Added |
| Jackson Square Capital, LLC | 5,198 | $490.0K | 0.24% | +5,198 | New |
| TCM Advisors, LLC | – | $491.0K | 0.55% | – | – |
| Sumitomo Mitsui Financial Group, Inc. | 5,047 | $492.0K | 0.02% | −4,000−44.2% | Reduced |
| Sloy Dahl & Holst, LLC | 5,220 | $492.0K | 0.10% | +185+3.7% | Added |
| My Personal CFO, LLC | 493 | $493.0K | 0.76% | −4,230−89.6% | Reduced |
| Youngs Advisory Group, Inc. | 5,244 | $495.0K | 0.32% | −662−11.2% | Reduced |
| Maple Capital Management, Inc. | 5,256 | $496.0K | 0.06% | −217−4.0% | Reduced |
| First Personal Financial Services | 5,254 | $496.0K | 0.14% | −22−0.4% | Reduced |
| Ellis Investment Partners, LLC | 5,259 | $496.0K | 0.14% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 5,262 | $496.0K | 0.16% | +768+17.1% | Added |
| Secure Asset Management, LLC | 5,273 | $497.0K | 0.28% | −926−14.9% | Reduced |