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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 22,479 | $2.12M | 0.91% | −484−2.1% | Reduced |
| Cigna Investments Inc | 22,447 | $2.12M | 0.47% | −1,124−4.8% | Reduced |
| Harbor Investment Advisory, LLC | 22,425 | $2.12M | 0.35% | −7,697−25.6% | Reduced |
| Trexquant Investment LP | 22,338 | $2.11M | 0.07% | −33,093−59.7% | Reduced |
| Coastline Trust Co | 22,337 | $2.11M | 0.34% | −7,016−23.9% | Reduced |
| Fort Sheridan Advisors LLC | 22,287 | $2.10M | 0.71% | +4,447+24.9% | Added |
| Coastal Investment Advisors, Inc. | 22,261 | $2.10M | 0.55% | −1,591−6.7% | Reduced |
| NVWM, LLC | 22,271 | $2.10M | 0.83% | +2,454+12.4% | Added |
| Wealthspire Advisors, LLC | 22,195 | $2.09M | 0.04% | −1,666−7.0% | Reduced |
| Axxcess Wealth Management, LLC | 22,109 | $2.08M | 0.21% | +1,472+7.1% | Added |
| Smithfield Trust Co | 22,052 | $2.08M | 0.15% | −1,984−8.3% | Reduced |
| Wealthsource Partners, LLC | 22,001 | $2.08M | 0.15% | −4,512−17.0% | Reduced |
| Viking Fund Management LLC | 22,000 | $2.08M | 0.49% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 21,931 | $2.07M | 1.30% | −44−0.2% | Reduced |
| Lynch Asset Management, Inc. | 21,925 | $2.07M | 1.86% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 21,771 | $2.05M | 0.08% | −1,231−5.4% | Reduced |
| Continuum Advisory, LLC | 23,932 | $2.05M | 0.36% | +1,454+6.5% | Added |
| Sycomore Asset Management | 20,900 | $2.05M | 0.58% | −21,950−51.2% | Reduced |
| Brown Miller Wealth Management, LLC | 21,736 | $2.05M | 1.45% | +2,616+13.7% | Added |
| Bath Savings Trust Co | 21,729 | $2.05M | 0.28% | −5,083−19.0% | Reduced |
| Herbst Group, LLC | 21,697 | $2.05M | 1.68% | −300−1.4% | Reduced |
| DuPont Capital Management Corp | 21,680 | $2.04M | 0.12% | −11,081−33.8% | Reduced |
| Bridges Investment Management Inc | 21,671 | $2.04M | 0.08% | −1,572−6.8% | Reduced |
| Harbour Investments, Inc. | 21,656 | $2.04M | 0.14% | 00.0% | Unchanged |
| American National Bank | 21,665 | $2.04M | 0.49% | +20,958+2,964.4% | Added |
| Estabrook Capital Management | 21,607 | $2.04M | 0.38% | +22+0.1% | Added |
| Monarch Capital Management Inc | 21,601 | $2.04M | 0.66% | +1,469+7.3% | Added |
| Hendershot Investments Inc. | 21,542 | $2.03M | 0.38% | 00.0% | Unchanged |
| Ergoteles LLC | 21,525 | $2.03M | 0.07% | −120,601−84.9% | Reduced |
| Morse Asset Management, Inc | 21,520 | $2.03M | 0.77% | −170−0.8% | Reduced |
| Jacobsen Capital Management | 21,519 | $2.03M | 1.16% | −26−0.1% | Reduced |
| Moneta Group Investment Advisors LLC | 21,510 | $2.03M | 0.08% | −3,501−14.0% | Reduced |
| Kore Private Wealth LLC | 21,499 | $2.03M | 0.37% | +151+0.7% | Added |
| Watchman Group, Inc. | 21,462 | $2.02M | 1.27% | +171+0.8% | Added |
| World Equity Group, Inc. | 21,375 | $2.02M | 0.51% | +1,525+7.7% | Added |
| Boston Financial Mangement LLC | 21,374 | $2.02M | 0.09% | +8,416+64.9% | Added |
| SOL Capital Management CO | 21,289 | $2.01M | 0.42% | +2,022+10.5% | Added |
| Nelson Capital Management, LLC | 21,206 | $2.00M | 0.59% | −321−1.5% | Reduced |
| Atlas Brown,Inc. | 21,131 | $1.99M | 1.02% | +339+1.6% | Added |
| Jasper Ridge Partners, L.P. | 21,100 | $1.99M | 0.13% | −154−0.7% | Reduced |
| Strategic Financial Services, Inc, | 21,091 | $1.99M | 0.18% | −763−3.5% | Reduced |
| Dorchester Wealth Management Co | 21,050 | $1.99M | 0.44% | +9,229+78.1% | Added |
| Autumn Glory Partners, LLC | 21,033 | $1.98M | 1.34% | +16,522+366.3% | Added |
| Trust Asset Management LLC | 21,022 | $1.98M | 0.27% | +1,449+7.4% | Added |
| Krilogy Financial LLC | 20,952 | $1.98M | 0.24% | +485+2.4% | Added |
| Westwood Holdings Group Inc. | 20,899 | $1.97M | 0.02% | −14,141−40.4% | Reduced |
| Carl P. Sherr & Co., LLC | 20,865 | $1.97M | 1.57% | −740−3.4% | Reduced |
| Summit Financial Group Inc | 20,860 | $1.97M | 0.82% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 20,845 | $1.97M | 0.25% | +1,136+5.8% | Added |
| Quadrant Capital Group LLC | 20,845 | $1.97M | 0.26% | +2,677+14.7% | Added |
| Cary Street Partners Asset Management LLC | 20,785 | $1.96M | 0.47% | +1,748+9.2% | Added |
| MV Capital Management, Inc. | 20,739 | $1.96M | 0.34% | +3,454+20.0% | Added |
| YorkBridge Wealth Partners, LLC | 20,659 | $1.95M | 0.50% | +477+2.4% | Added |
| Diamant Asset Management, Inc. | 20,577 | $1.94M | 1.88% | +60.0% | Added |
| Knuff & Co LLC | 20,562 | $1.94M | 0.92% | −327−1.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 20,077 | $1.94M | 1.75% | +509+2.6% | Added |
| ACG Wealth | 20,554 | $1.94M | 0.44% | −1,491−6.8% | Reduced |
| Banco de Sabadell, S.A | 20,448 | $1.93M | 1.60% | +209+1.0% | Added |
| Allen Capital Group, LLC | 20,469 | $1.93M | 0.45% | +1,128+5.8% | Added |
| Focused Wealth Management, Inc | 20,453 | $1.93M | 0.40% | −35−0.2% | Reduced |
| Summit Place Financial Advisors, LLC | 20,289 | $1.91M | 1.78% | +3,810+23.1% | Added |
| Bill Few Associates, Inc. | 20,286 | $1.91M | 1.29% | −3,500−14.7% | Reduced |
| Avitas Wealth Management LLC | 20,284 | $1.91M | 0.44% | +3,952+24.2% | Added |
| Avidian Wealth Solutions, LLC | 20,263 | $1.91M | 0.14% | −6,788−25.1% | Reduced |
| Westover Capital Advisors, LLC | 20,251 | $1.91M | 0.73% | −477−2.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 20,215 | $1.91M | 0.97% | −135−0.7% | Reduced |
| EPG Wealth Management LLC | 20,216 | $1.91M | 0.78% | −24−0.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 20,204 | $1.91M | 0.88% | +1,190+6.3% | Added |
| MidWestOne Financial Group, Inc. | 20,165 | $1.90M | 0.48% | +113+0.6% | Added |
| Investment Partners, Ltd. | 20,137 | $1.90M | 0.57% | +8,715+76.3% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $1.90M | 2.16% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 20,105 | $1.90M | 0.51% | −69−0.3% | Reduced |
| Regent Investment Management LLC | 20,088 | $1.90M | 0.55% | −175−0.9% | Reduced |
| CV Advisors LLC | 20,068 | $1.89M | 1.86% | −765−3.7% | Reduced |
| Thomas Story & Son LLC | 20,004 | $1.89M | 0.99% | −1,975−9.0% | Reduced |
| Anson Funds Management LP | 20,000 | $1.89M | 0.36% | 00.0% | Unchanged |
| Gimbel Daniel Scott | 20,000 | $1.89M | 0.77% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 20,000 | $1.89M | 0.21% | +20,000 | New |
| Zenyatta Capital Management LP | 20,000 | $1.89M | 1.10% | +20,000 | New |
| Frisch Financial Group, Inc. | 19,952 | $1.88M | 0.80% | −50−0.2% | Reduced |
| Spirit of America Management Corp | 19,950 | $1.88M | 0.45% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 19,946 | $1.88M | 0.29% | +118+0.6% | Added |
| Lindbrook Capital, LLC | 19,928 | $1.88M | 0.32% | −4,600−18.8% | Reduced |
| Essex Financial Services, Inc. | 19,909 | $1.88M | 0.22% | −2,105−9.6% | Reduced |
| Proequities, Inc. | 19,886 | $1.88M | 0.18% | +1,336+7.2% | Added |
| NTV Asset Management LLC | 19,862 | $1.87M | 0.39% | +89+0.5% | Added |
| New Potomac Partners, LLC | 19,842 | $1.87M | 1.58% | +7,199+56.9% | Added |
| Ceera Investments, LLC | 19,826 | $1.87M | 1.24% | −270−1.3% | Reduced |
| Cohen Lawrence B | 19,809 | $1.87M | 1.44% | −2,336−10.5% | Reduced |
| Highlander Capital Management, LLC | 19,787 | $1.87M | 1.07% | +15+0.1% | Added |
| Chemistry Wealth Management LLC | 19,776 | $1.86M | 0.74% | −13−0.1% | Reduced |
| Abbot Financial Management, Inc. | 19,774 | $1.86M | 1.33% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 19,762 | $1.86M | 0.18% | −96−0.5% | Reduced |
| Marietta Investment Partners LLC | 18,668 | $1.86M | 0.55% | −1,612−7.9% | Reduced |
| Ballentine Partners, LLC | 19,554 | $1.84M | 0.06% | +3,048+18.5% | Added |
| Alan B. Lancz & Associates, Inc. | 19,544 | $1.84M | 2.19% | 00.0% | Unchanged |
| Surevest, LLC | 19,523 | $1.84M | 0.50% | +263+1.4% | Added |
| RS Crum Inc. | 19,531 | $1.84M | 0.97% | +575+3.0% | Added |
| Duff & Phelps Investment Management Co | 19,473 | $1.84M | 0.02% | +90+0.5% | Added |
| Congress Park Capital LLC | 19,408 | $1.83M | 1.21% | +1,557+8.7% | Added |