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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 45,186 | $4.26M | 0.10% | 00.0% | Unchanged |
| swisspartners Advisors Ltd | 45,013 | $4.25M | 4.18% | −5,255−10.5% | Reduced |
| Terry L. Blaker | 44,925 | $4.24M | 0.42% | −813−1.8% | Reduced |
| Merit Financial Group, LLC | 44,738 | $4.22M | 0.18% | +16,746+59.8% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 41,826 | $4.22M | 0.93% | +33,000+373.9% | Added |
| Hudson Valley Investment Advisors Inc | 44,645 | $4.21M | 0.68% | +851+1.9% | Added |
| Stonebridge Capital Management Inc | 44,411 | $4.19M | 2.17% | −3,150−6.6% | Reduced |
| Empirical Finance, LLC | 44,304 | $4.18M | 0.50% | +7,347+19.9% | Added |
| First Western Trust Bank | 44,084 | $4.16M | 0.28% | +149+0.3% | Added |
| Achmea Investment Management B.V. | 44,071 | $4.16M | 0.15% | −19,672−30.9% | Reduced |
| Madison Wealth Management | 43,645 | $4.12M | 1.02% | +2,895+7.1% | Added |
| Hunter Associates Investment Management LLC | 43,701 | $4.11M | 1.07% | −132−0.3% | Reduced |
| Brave Asset Management Inc | 43,534 | $4.11M | 2.11% | +22,920+111.2% | Added |
| Check Capital Management Inc | 43,504 | $4.10M | 0.44% | −522−1.2% | Reduced |
| Donaldson Capital Management, LLC | 43,309 | $4.08M | 0.22% | −513−1.2% | Reduced |
| Texas Yale Capital Corp. | 43,235 | $4.08M | 0.26% | −25−0.1% | Reduced |
| Resources Management Corp | 43,205 | $4.08M | 0.70% | +1,881+4.6% | Added |
| Advisors Asset Management, Inc. | 43,201 | $4.08M | 0.08% | −2,409−5.3% | Reduced |
| Altrafin AG | 43,169 | $4.07M | 2.44% | +790+1.9% | Added |
| CMT Capital Markets Trading GmbH | 43,129 | $4.07M | 1.69% | +25,129+139.6% | Added |
| Goelzer Investment Management, Inc. | 43,116 | $4.07M | 0.41% | +1,667+4.0% | Added |
| Paloma Partners Management Co | 43,078 | $4.06M | 0.79% | +1,075+2.6% | Added |
| Dynamic Advisor Solutions LLC | 43,039 | $4.06M | 0.31% | +1,256+3.0% | Added |
| Greenleaf Trust | 43,023 | $4.06M | 0.06% | +9,287+27.5% | Added |
| Icapital Wealth LLC | 42,921 | $4.05M | 2.91% | +2,593+6.4% | Added |
| Vestcor Inc | 42,911 | $4.05M | 0.15% | +542+1.3% | Added |
| Graham Capital Management, L.P. | 42,903 | $4.05M | 0.17% | +12,997+43.5% | Added |
| Meyer Handelman Co | 42,881 | $4.04M | 0.19% | +2,090+5.1% | Added |
| Charter Trust Co | 42,747 | $4.03M | 0.35% | +2,093+5.1% | Added |
| Park Avenue Securities LLC | 42,656 | $4.02M | 0.08% | +4,593+12.1% | Added |
| Annex Advisory Services, LLC | 42,512 | $4.01M | 0.27% | −678−1.6% | Reduced |
| Bank of Nova Scotia Trust Co | 42,437 | $4.00M | 0.45% | −2,182−4.9% | Reduced |
| Caldwell Trust Co | 42,164 | $3.98M | 0.59% | −4,571−9.8% | Reduced |
| Wallington Asset Management, LLC | 42,049 | $3.97M | 0.94% | +387+0.9% | Added |
| Motley Fool Asset Management LLC | 41,898 | $3.95M | 0.39% | −255−0.6% | Reduced |
| Beta Wealth Group, Inc. | 41,783 | $3.94M | 2.84% | +1,573+3.9% | Added |
| Seeyond | 41,746 | $3.94M | 0.47% | +24,755+145.7% | Added |
| Thompson Siegel & Walmsley LLC | 41,551 | $3.92M | 0.07% | −2,645−6.0% | Reduced |
| Ironwood Investment Counsel, LLC | 41,302 | $3.90M | 1.11% | +3,988+10.7% | Added |
| Arlington Partners LLC | 41,289 | $3.90M | 1.56% | −966−2.3% | Reduced |
| United Asset Strategies, Inc. | 41,253 | $3.89M | 0.60% | −808−1.9% | Reduced |
| Evoke Wealth, LLC | 41,542 | $3.89M | 0.16% | −177−0.4% | Reduced |
| Boston Research & Management Inc | 41,203 | $3.89M | 1.32% | +4,142+11.2% | Added |
| Ameritas Advisory Services, LLC | 41,143 | $3.88M | 0.23% | −1,674−3.9% | Reduced |
| Strategic Advisors LLC | 41,048 | $3.87M | 0.86% | −31−0.1% | Reduced |
| Bridge Creek Capital Management LLC | 40,976 | $3.87M | 1.66% | +1,226+3.1% | Added |
| Amica Mutual Insurance Co | 40,920 | $3.86M | 0.55% | −17,653−30.1% | Reduced |
| AMG National Trust Bank | 40,903 | $3.86M | 0.15% | +8,498+26.2% | Added |
| Trivest Advisors Ltd | 40,867 | $3.85M | 1.33% | +40,867 | New |
| Hyman Charles D | 40,781 | $3.85M | 0.30% | +34+0.1% | Added |
| Horizon Investments, LLC | 40,600 | $3.83M | 0.12% | +16,048+65.4% | Added |
| Cramer Rosenthal McGlynn LLC | 40,545 | $3.83M | 0.18% | −376−0.9% | Reduced |
| Greenline Partners, LLC | 40,542 | $3.82M | 0.87% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 40,535 | $3.82M | 2.74% | 00.0% | Unchanged |
| Family Capital Trust Co | 40,544 | $3.82M | 1.75% | +555+1.4% | Added |
| Contrarius Investment Management Ltd | 40,517 | $3.82M | 0.25% | −1,198−2.9% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 40,392 | $3.81M | 2.35% | +547+1.4% | Added |
| Twin Capital Management Inc | 40,346 | $3.81M | 0.51% | −409−1.0% | Reduced |
| RiverPark Advisors, LLC | 40,336 | $3.81M | 1.24% | −20,821−34.0% | Reduced |
| Riverpark Capital Management LLC | 40,224 | $3.79M | 3.42% | −7,397−15.5% | Reduced |
| Kidder Stephen W | 40,120 | $3.78M | 1.54% | −2,725−6.4% | Reduced |
| Keel Point, LLC | 39,949 | $3.77M | 0.65% | +613+1.6% | Added |
| North Star Investment Management Corp. | 39,945 | $3.77M | 0.37% | +336+0.8% | Added |
| Mission Wealth Management, LP | 39,920 | $3.77M | 0.20% | +1,168+3.0% | Added |
| Dillon & Associates Inc | 40,008 | $3.76M | 0.87% | −23,595−37.1% | Reduced |
| Novare Capital Management LLC | 39,868 | $3.76M | 0.48% | −8,040−16.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 39,869 | $3.76M | 0.50% | +394+1.0% | Added |
| Alpha Omega Wealth Management LLC | 39,860 | $3.76M | 0.72% | −6,833−14.6% | Reduced |
| Boenning & Scattergood, Inc. | 39,845 | $3.76M | 0.77% | +4,584+13.0% | Added |
| CMH Wealth Management LLC | 39,681 | $3.74M | 1.37% | +913+2.4% | Added |
| Spire Wealth Management | 39,658 | $3.74M | 0.23% | −16,668−29.6% | Reduced |
| Adell Harriman & Carpenter Inc | 39,601 | $3.74M | 0.45% | −2,160−5.2% | Reduced |
| Lynch & Associates | 39,586 | $3.73M | 1.09% | +528+1.4% | Added |
| Violich Capital Management, Inc. | 39,487 | $3.73M | 0.70% | −3,992−9.2% | Reduced |
| Rossmore Private Capital | 40,505 | $3.72M | 0.67% | −1,884−4.4% | Reduced |
| Oak Harvest Investment Services | 39,351 | $3.71M | 0.99% | −1,229−3.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 39,261 | $3.70M | 0.57% | +1,884+5.0% | Added |
| DCM Advisors, LLC | 39,155 | $3.69M | 1.85% | −30−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 39,113 | $3.69M | 1.67% | −1,244−3.1% | Reduced |
| Epoch Investment Partners, Inc. | 39,069 | $3.69M | 0.02% | −938−2.3% | Reduced |
| HBK Sorce Advisory LLC | 39,060 | $3.69M | 0.25% | +10,006+34.4% | Added |
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.65M | 0.63% | −3,300−7.9% | Reduced |
| Chartwell Investment Partners, LLC | 38,338 | $3.62M | 0.15% | −105−0.3% | Reduced |
| Kavar Capital Partners Group, LLC | 38,324 | $3.62M | 0.92% | +896+2.4% | Added |
| German American Bancorp, Inc. | 38,264 | $3.61M | 0.63% | +13,721+55.9% | Added |
| Legacy Private Trust Co. | 38,103 | $3.59M | 0.34% | −7,210−15.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 38,075 | $3.59M | 1.52% | −219−0.6% | Reduced |
| First Horizon Advisors, Inc. | 37,989 | $3.58M | 0.14% | −3,635−8.7% | Reduced |
| Belpointe Asset Management LLC | 37,902 | $3.58M | 0.24% | −414−1.1% | Reduced |
| HBW Advisory Services LLC | 37,884 | $3.57M | 1.00% | +1,617+4.5% | Added |
| Xcel Wealth Management, LLC | 37,859 | $3.57M | 1.33% | −1,298−3.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 37,735 | $3.56M | 1.95% | +460+1.2% | Added |
| Account Management LLC | 37,703 | $3.56M | 4.83% | 00.0% | Unchanged |
| Lincluden Management Ltd | 37,646 | $3.55M | 0.45% | +17,405+86.0% | Added |
| Stoneridge Investment Partners LLC | 37,581 | $3.54M | 2.09% | 00.0% | Unchanged |
| Diligent Investors, LLC | 37,562 | $3.54M | 1.26% | +205+0.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 37,402 | $3.53M | 1.10% | +340+0.9% | Added |
| Roanoke Asset Management Corp | 37,388 | $3.53M | 1.68% | −70−0.2% | Reduced |
| Optimas Capital Ltd | 37,300 | $3.52M | 2.97% | +37,300 | New |
| Buckingham Strategic Wealth, LLC | 37,221 | $3.51M | 0.07% | +149+0.4% | Added |