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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Edmonds Duncan Registered Investment Advisors, LLC | 5,277 | $498.0K | 0.18% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,282 | $498.0K | 0.13% | +1,047+24.7% | Added |
| Burton Enright Welch | 5,286 | $498.6K | 0.25% | +270+5.4% | Added |
| Schrum Private Wealth Management LLC | 5,288 | $499.0K | 0.63% | −1,577−23.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 5,312 | $501.0K | 0.41% | −125−2.3% | Reduced |
| Farmers Trust Co | 5,320 | $502.0K | 0.13% | −37,189−87.5% | Reduced |
| Revolve Wealth Partners, LLC | 5,332 | $503.0K | 0.17% | +677+14.5% | Added |
| Exos TFP Holdings LLC | 5,345 | $504.0K | 0.23% | +5,345 | New |
| Cerro Pacific Wealth Advisors LLC | 5,350 | $505.0K | 0.31% | −115−2.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 4,832 | $505.0K | 0.15% | +48+1.0% | Added |
| Hartline Investment Corp | 5,362 | $506.0K | 0.42% | −7,365−57.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,367 | $506.0K | 0.04% | −477−8.2% | Reduced |
| Neumann Capital Management, LLC | 5,364 | $506.0K | 0.26% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 5,362 | $506.0K | 0.42% | +771+16.8% | Added |
| Wambolt & Associates, LLC | 5,377 | $507.0K | 0.22% | −471−8.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,375 | $507.0K | 0.11% | 00.0% | Unchanged |
| Capital City Trust Co | 5,385 | $508.0K | 0.18% | −219−3.9% | Reduced |
| Spinnaker Investment Group, LLC | 5,383 | $508.0K | 0.20% | −10−0.2% | Reduced |
| Venator Management LLC | 5,400 | $509.0K | 0.22% | 00.0% | Unchanged |
| Boit C F David | 5,400 | $509.0K | 0.41% | +5,400 | New |
| Greenup Street Wealth Management LLC | 5,411 | $510.0K | 0.23% | +5,411 | New |
| McDaniel Terry & Co | 5,433 | $512.0K | 0.07% | +288+5.6% | Added |
| TCI Wealth Advisors, Inc. | 5,472 | $516.0K | 0.08% | −363−6.2% | Reduced |
| Avaii Wealth Management, LLC | 5,486 | $518.0K | 0.54% | −1,420−20.6% | Reduced |
| Thompson Investment Management, Inc. | 5,488 | $518.0K | 0.10% | −243−4.2% | Reduced |
| Lumina Fund Management LLC | 5,500 | $519.0K | 0.27% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 5,525 | $521.0K | 0.16% | −481−8.0% | Reduced |
| Parametrica Management Ltd | 5,518 | $521.0K | 1.06% | +5,518 | New |
| HBK Investments L P | 5,531 | $522.0K | 0.01% | +5,531 | New |
| Venturi Wealth Management, LLC | 5,550 | $523.0K | 0.05% | +447+8.8% | Added |
| Cedar Brook Financial Partners, LLC | 5,583 | $526.7K | 0.17% | +153+2.8% | Added |
| Argent Capital Management LLC | 5,585 | $527.0K | 0.02% | −160−2.8% | Reduced |
| LCM Capital Management Inc | 5,604 | $529.0K | 0.56% | −21−0.4% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,617 | $530.0K | 0.17% | −1,390−19.8% | Reduced |
| Founders Capital Management | 5,631 | $531.0K | 0.43% | −1,405−20.0% | Reduced |
| HM Capital Management, LLC | 5,634 | $531.0K | 0.32% | +250+4.6% | Added |
| Cornerstone Wealth Group, LLC | 5,633 | $531.0K | 0.12% | +497+9.7% | Added |
| Castle Rock Wealth Management, LLC | 5,727 | $533.0K | 0.27% | +11+0.2% | Added |
| Acorn Wealth Advisors, LLC | 5,654 | $533.0K | 0.44% | +21+0.4% | Added |
| Athena Investment Management | 5,652 | $533.0K | 0.45% | +205+3.8% | Added |
| Shulman DeMeo Asset Management LLC | 5,661 | $534.0K | 0.19% | −319−5.3% | Reduced |
| Plancorp, LLC | 5,656 | $534.0K | 0.04% | +277+5.1% | Added |
| Global Assets Advisory, LLC | 5,028 | $536.0K | 0.54% | +5,028 | New |
| CWS Financial Advisors, LLC | 5,692 | $537.0K | 0.26% | −825−12.7% | Reduced |
| GYL Financial Synergies, LLC | 5,698 | $537.0K | 0.15% | −297−5.0% | Reduced |
| TRUE Private Wealth Advisors | 5,703 | $538.0K | 0.08% | −672−10.5% | Reduced |
| Gyroscope Capital Management Group, LLC | 5,700 | $538.0K | 0.21% | −100−1.7% | Reduced |
| Virtue Capital Management, LLC | 5,716 | $539.0K | 0.08% | +820+16.7% | Added |
| Eclectic Associates Inc | 5,720 | $540.0K | 0.35% | −192−3.2% | Reduced |
| Foster Group, Inc. | 5,728 | $540.0K | 0.04% | +227+4.1% | Added |
| Advisory Alpha, LLC | 5,745 | $542.0K | 0.04% | +192+3.5% | Added |
| Baystate Wealth Management LLC | 5,762 | $544.0K | 0.06% | +513+9.8% | Added |
| Crumly & Associates Inc. | 5,767 | $544.0K | 0.22% | +1,446+33.5% | Added |
| Wilkins Investment Counsel Inc | 5,800 | $547.0K | 0.16% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 5,793 | $548.0K | 0.42% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 5,817 | $548.7K | 0.31% | +319+5.8% | Added |
| Valmark Advisers, Inc. | 5,821 | $549.0K | 0.01% | +32+0.6% | Added |
| First Pacific Financial | 5,841 | $551.0K | 0.32% | +5,841 | New |
| KRS Capital Management, LLC | 5,871 | $553.0K | 0.83% | +195+3.4% | Added |
| American State Bank (Iowa) | 5,866 | $553.3K | 0.48% | +160+2.8% | Added |
| Alhambra Investment Partners LLC | 5,871 | $554.0K | 0.42% | −100−1.7% | Reduced |
| Wealth Management Partners, LLC | 6,000 | $554.0K | 0.49% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 5,878 | $554.0K | 2.31% | +5,878 | New |
| Wealth Advisory Solutions, LLC | 5,887 | $555.0K | 0.15% | −34,352−85.4% | Reduced |
| Barton Investment Management | 5,879 | $555.0K | 0.11% | 00.0% | Unchanged |
| Reik & Co., LLC | 5,895 | $556.0K | 0.18% | +500+9.3% | Added |
| Epic Trust Investment Advisors, LLC | 5,893 | $556.0K | 0.77% | +5,893 | New |
| Sun Life Financial INC | 5,918 | $559.0K | 0.04% | −1,159−16.4% | Reduced |
| Flynn Zito Capital Management, LLC | 5,934 | $560.0K | 0.56% | +3,364+130.9% | Added |
| Tru Independence Asset Management 2, LLC | 5,971 | $563.0K | 0.60% | +373+6.7% | Added |
| Kempen Capital Management N.V. | 5,993 | $565.0K | 0.02% | −876−12.8% | Reduced |
| Regents of the University of California | 6,000 | $566.0K | 0.11% | 00.0% | Unchanged |
| Saturna Capital CORP | 6,001 | $566.0K | 0.01% | +10.0% | Added |
| Delta Investment Management, LLC | 5,999 | $566.0K | 0.24% | +35+0.6% | Added |
| Proem Advisors LLC | 6,000 | $566.0K | 0.94% | +2,000+50.0% | Added |
| Pacific Sun Financial Corp | 6,020 | $568.0K | 0.40% | +377+6.7% | Added |
| Visionary Wealth Advisors | 6,036 | $569.0K | 0.06% | −3,847−38.9% | Reduced |
| Atticus Wealth Management, LLC | 6,028 | $569.0K | 0.28% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,566 | $571.0K | 0.05% | −2,964−34.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 6,057 | $571.0K | 0.42% | +40+0.7% | Added |
| Wellington Shields Capital Management, LLC | 6,058 | $571.0K | 0.14% | +600+11.0% | Added |
| DF Dent & Co Inc | 6,066 | $572.0K | 0.01% | +357+6.3% | Added |
| Viewpoint Capital Management LLC | 6,084 | $574.0K | 0.57% | −75−1.2% | Reduced |
| Harvey Investment Co LLC | 6,088 | $574.0K | 0.08% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 6,103 | $576.0K | 0.10% | +3,201+110.3% | Added |
| Berkeley Capital Partners, LLC | 6,130 | $578.0K | 0.25% | −24−0.4% | Reduced |
| Rosenbaum Jay D. | 6,134 | $579.0K | 1.33% | −1,895−23.6% | Reduced |
| PAX Financial Group, LLC | 6,141 | $579.0K | 0.15% | +111+1.8% | Added |
| CPWM, LLC | 6,154 | $580.0K | 0.05% | −4,014−39.5% | Reduced |
| Addison Advisors LLC | 6,144 | $580.0K | 0.36% | +68+1.1% | Added |
| Fairfield Financial Advisors, LTD | 6,155 | $580.6K | 0.28% | −492−7.4% | Reduced |
| Accretive Wealth Partners, LLC | 6,205 | $585.0K | 0.45% | +154+2.5% | Added |
| Keeley-Teton Advisors, LLC | 6,216 | $586.0K | 0.08% | 00.0% | Unchanged |
| Old North State Trust, LLC | 6,217 | $586.0K | 0.51% | +6,211+103,516.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,236 | $588.0K | 0.34% | +31+0.5% | Added |
| Paragon Private Wealth Management, LLC | 5,634 | $588.0K | 0.57% | −115−2.0% | Reduced |
| Morton Capital Management LLC | 6,236 | $588.2K | 0.27% | +89+1.4% | Added |
| Michael B. Yongue | 6,248 | $589.0K | 0.58% | −574−8.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,246 | $589.0K | 0.31% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 6,243 | $589.0K | 0.16% | +1,025+19.6% | Added |