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 |
|---|---|---|---|---|---|
| Kesler, Norman & Wride, LLC | 31,523 | $2.97M | 0.83% | +1,598+5.3% | Added |
| Bristlecone Advisors, LLC | 31,456 | $2.97M | 0.39% | +664+2.2% | Added |
| Patton Albertson Miller Group, LLC | 31,403 | $2.96M | 0.64% | +4,892+18.5% | Added |
| Gilman Hill Asset Management, LLC | 31,330 | $2.96M | 0.69% | +3,238+11.5% | Added |
| Choate Investment Advisors | 31,276 | $2.95M | 0.19% | +4,231+15.6% | Added |
| Essex LLC | 31,243 | $2.95M | 0.97% | −3,009−8.8% | Reduced |
| M. Kraus & Co | 31,189 | $2.94M | 1.23% | −893−2.8% | Reduced |
| Elk River Wealth Management, LLC | 31,043 | $2.93M | 0.77% | −44−0.1% | Reduced |
| Corient Capital Partners, LLC | 31,012 | $2.93M | 0.23% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 31,037 | $2.93M | 1.74% | +474+1.6% | Added |
| Quest Investment Management LLC | 31,011 | $2.92M | 0.36% | −3,940−11.3% | Reduced |
| Mendel Money Management | 30,984 | $2.92M | 1.82% | +885+2.9% | Added |
| Colonial Trust Co | 30,894 | $2.91M | 0.93% | +30,894 | New |
| K.J. Harrison & Partners Inc | 29,287 | $2.91M | 1.03% | +5,640+23.9% | Added |
| Beach Investment Counsel Inc | 30,850 | $2.91M | 0.41% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 30,774 | $2.90M | 0.02% | +80.0% | Added |
| Alberta Investment Management Corp | 30,666 | $2.89M | 0.02% | −33,600−52.3% | Reduced |
| Transcend Wealth Collective, LLC | 30,576 | $2.88M | 0.32% | +114+0.4% | Added |
| Transform Wealth, LLC | 30,564 | $2.88M | 0.37% | +1,807+6.3% | Added |
| Blue Zone Wealth Advisors, LLC | 30,534 | $2.88M | 1.49% | −984−3.1% | Reduced |
| Independent Financial Group, LLC | 30,409 | $2.87M | 0.26% | −5,631−15.6% | Reduced |
| MainStreet Investment Advisors LLC | 30,336 | $2.86M | 0.35% | +70.0% | Added |
| Berkshire Bank | 30,349 | $2.86M | 0.88% | +1,068+3.6% | Added |
| Wellington Shields & Co., LLC | 30,325 | $2.86M | 1.25% | −173−0.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 30,298 | $2.86M | 0.16% | −990−3.2% | Reduced |
| Jag Capital Management, LLC | 30,288 | $2.86M | 0.40% | −3,954−11.5% | Reduced |
| Unigestion Holding SA | 29,222 | $2.85M | 0.17% | −101,867−77.7% | Reduced |
| Westhampton Capital, LLC | 30,132 | $2.84M | 2.14% | −800−2.6% | Reduced |
| Diversified Investment Strategies, LLC | 30,024 | $2.83M | 2.33% | +550+1.9% | Added |
| IMS Capital Management | 30,016 | $2.83M | 1.95% | −66−0.2% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $2.83M | 2.08% | 00.0% | Unchanged |
| Alpha Square Group S, LLC | 30,000 | $2.83M | 1.55% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 29,994 | $2.83M | 0.57% | +6,100+25.5% | Added |
| Guardian Capital Advisors LP | 30,270 | $2.83M | 0.35% | −12,600−29.4% | Reduced |
| Summit X, LLC | 29,918 | $2.82M | 0.83% | +8,880+42.2% | Added |
| WBH Advisory Inc | 29,780 | $2.81M | 0.41% | −572−1.9% | Reduced |
| Hills Bank & Trust Co | 29,771 | $2.81M | 0.41% | +300+1.0% | Added |
| Formuepleje A/S | 29,743 | $2.81M | 0.23% | +29,743 | New |
| Horan Capital Advisors, LLC. | 29,645 | $2.80M | 1.35% | +578+2.0% | Added |
| Sumitomo Life Insurance Co | 29,628 | $2.79M | 0.12% | −3,605−10.8% | Reduced |
| Alliance Wealth Advisors, LLC | 29,527 | $2.79M | 2.59% | +867+3.0% | Added |
| Univest Financial Corp | 29,487 | $2.78M | 0.91% | −4,045−12.1% | Reduced |
| Regal Investment Advisors LLC | 29,462 | $2.78M | 0.30% | −263−0.9% | Reduced |
| Marsico Capital Management LLC | 29,199 | $2.75M | 0.15% | −14,424−33.1% | Reduced |
| Naples Global Advisors, LLC | 29,097 | $2.75M | 0.38% | −3,560−10.9% | Reduced |
| Capital Analysts, LLC | 29,066 | $2.74M | 0.19% | +1,601+5.8% | Added |
| Laurel Wealth Advisors, Inc. | 29,006 | $2.74M | 0.29% | +577+2.0% | Added |
| IPG Investment Advisors LLC | 28,992 | $2.73M | 0.77% | −8,058−21.7% | Reduced |
| SeaCrest Wealth Management, LLC | 28,884 | $2.73M | 0.41% | +3,491+13.7% | Added |
| Bogart Wealth, LLC | 28,866 | $2.72M | 0.23% | +2,406+9.1% | Added |
| Jacobi Capital Management LLC | 28,857 | $2.72M | 0.37% | +1,633+6.0% | Added |
| Forum Financial Management, LP | 28,812 | $2.72M | 0.13% | +2,496+9.5% | Added |
| VELA Investment Management, LLC | 28,777 | $2.71M | 1.54% | +1,971+7.4% | Added |
| Asset Management Group, Inc. | 28,769 | $2.71M | 0.68% | +746+2.7% | Added |
| Birch Hill Investment Advisors LLC | 28,747 | $2.71M | 0.18% | −11,290−28.2% | Reduced |
| Permanens Capital L.P. | 28,457 | $2.68M | 0.61% | −10,840−27.6% | Reduced |
| Red Door Wealth Management, LLC | 28,338 | $2.67M | 1.01% | +791+2.9% | Added |
| Harbor Advisory Corp | 28,254 | $2.67M | 1.23% | −1,610−5.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 28,241 | $2.66M | 0.08% | −1,892−6.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 28,189 | $2.66M | 0.30% | +1,134+4.2% | Added |
| Nichols & Pratt Advisers LLP | 27,968 | $2.64M | 0.23% | −817−2.8% | Reduced |
| Community Bank, N.A. | 27,963 | $2.64M | 0.40% | +409+1.5% | Added |
| Financial Advocates Investment Management | 28,045 | $2.64M | 0.23% | −3,773−11.9% | Reduced |
| Larson Financial Group LLC | 27,926 | $2.63M | 0.37% | +17,675+172.4% | Added |
| Campbell Newman Asset Management Inc | 27,799 | $2.62M | 0.30% | −1,900−6.4% | Reduced |
| SOA Wealth Advisors, LLC. | 27,759 | $2.62M | 0.79% | +265+1.0% | Added |
| Middleton & Co Inc | 27,713 | $2.61M | 0.40% | −7,664−21.7% | Reduced |
| SlateStone Wealth, LLC | 27,675 | $2.61M | 0.69% | +484+1.8% | Added |
| BancorpSouth Bank | 27,680 | $2.61M | 0.27% | +27,680 | New |
| Aptus Capital Advisors, LLC | 27,568 | $2.60M | 0.08% | +22,080+402.3% | Added |
| Silvant Capital Management LLC | 27,558 | $2.60M | 0.18% | −202−0.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 27,507 | $2.60M | 0.43% | +1,811+7.0% | Added |
| Quantinno Capital Management LP | 27,478 | $2.59M | 0.33% | +2,386+9.5% | Added |
| Guardian Capital LP | 27,471 | $2.59M | 0.09% | −7,790−22.1% | Reduced |
| Pettee Investors, Inc. | 27,428 | $2.59M | 1.39% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 27,399 | $2.58M | 1.02% | +1,020+3.9% | Added |
| Ruffer LLP | 25,821 | $2.58M | 0.16% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 27,346 | $2.58M | 0.34% | +2,335+9.3% | Added |
| FDx Advisors, Inc. | 27,338 | $2.58M | 0.12% | −5,967−17.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 27,329 | $2.58M | 0.25% | +27,329 | New |
| swisspartners Ltd. | 27,290 | $2.58M | 2.66% | −1,700−5.9% | Reduced |
| Jupiter Wealth Management LLC | 27,219 | $2.57M | 2.58% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 27,096 | $2.56M | 0.79% | −479−1.7% | Reduced |
| WCG Wealth Advisors LLC | 25,169 | $2.56M | 0.34% | +9,927+65.1% | Added |
| 55I, LLC | 27,068 | $2.55M | 0.07% | +17,955+197.0% | Added |
| Liberty Capital Management, Inc. | 27,060 | $2.55M | 0.96% | +166+0.6% | Added |
| Rehmann Capital Advisory Group | 27,043 | $2.55M | 0.28% | +1,395+5.4% | Added |
| Mission Creek Capital Partners, Inc. | 26,995 | $2.55M | 0.96% | −798−2.9% | Reduced |
| Fundamentun, LLC | 26,983 | $2.54M | 0.51% | +905+3.5% | Added |
| Meeder Asset Management Inc | 26,935 | $2.54M | 0.15% | +4,909+22.3% | Added |
| Rodgers Brothers Inc. | 26,904 | $2.54M | 0.54% | −1,450−5.1% | Reduced |
| Ami Investment Management Inc | 26,811 | $2.53M | 1.47% | −85−0.3% | Reduced |
| JCIC Asset Management Inc. | 23,716 | $2.53M | 1.17% | −1,296−5.2% | Reduced |
| Good Life Advisors, LLC | 26,759 | $2.52M | 0.37% | +2,426+10.0% | Added |
| Keene & Associates, Inc. | 26,716 | $2.52M | 2.32% | +1,939+7.8% | Added |
| Pegasus Asset Management, Inc. | 26,641 | $2.51M | 1.42% | −225−0.8% | Reduced |
| Fairbanks Capital Management, Inc. | 26,503 | $2.50M | 2.33% | −1,157−4.2% | Reduced |
| Concentric Wealth Management, LLC | 26,505 | $2.50M | 0.92% | +982+3.8% | Added |
| Consolidated Capital Management, LLC | 26,485 | $2.50M | 1.57% | −4,492−14.5% | Reduced |
| Oder Investment Management, LLC | 26,463 | $2.50M | 2.93% | +250+1.0% | Added |