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
- 3,005
- +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
- 1,338 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 |
|---|---|---|---|---|---|
| Compton Wealth Advisory Group, LLC | 14,069 | $1.33M | 0.56% | +15+0.1% | Added |
| Duncker Streett & Co Inc | 14,058 | $1.33M | 0.34% | −741−5.0% | Reduced |
| BSW Wealth Partners | 14,005 | $1.32M | 0.32% | −18−0.1% | Reduced |
| Cantor Fitzgerald, L. P. | 13,993 | $1.32M | 0.03% | −7,041−33.5% | Reduced |
| Enterprise Bank & Trust Co | 13,966 | $1.32M | 0.69% | +50+0.4% | Added |
| Patten Group, Inc. | 13,512 | $1.31M | 0.45% | −414−3.0% | Reduced |
| Sterling Investment Counsel, LLC | 13,832 | $1.30M | 0.95% | −160−1.1% | Reduced |
| Elmwood Wealth Management, Inc. | 13,706 | $1.29M | 0.65% | −45−0.3% | Reduced |
| Mechanics Bank Trust Department | 13,706 | $1.29M | 0.24% | +30.0% | Added |
| BerganKDV Wealth Management, LLC | 13,669 | $1.29M | 0.15% | +1,375+11.2% | Added |
| Annandale Capital, LLC | 13,651 | $1.29M | 0.48% | −1,800−11.6% | Reduced |
| Nations Financial Group Inc, | 13,654 | $1.29M | 0.19% | +88+0.6% | Added |
| Clear Harbor Asset Management, LLC | 13,648 | $1.29M | 0.18% | −22,567−62.3% | Reduced |
| Founders Financial Alliance, LLC | 13,643 | $1.29M | 0.65% | +625+4.8% | Added |
| Caas Capital Management LP | 13,600 | $1.28M | 0.17% | −16,141−54.3% | Reduced |
| Wills Financial Group, Inc. | 13,600 | $1.28M | 0.71% | −15,543−53.3% | Reduced |
| Burney Co | 13,593 | $1.28M | 0.07% | −176−1.3% | Reduced |
| Clare Market Investments LLC | 13,540 | $1.28M | 0.55% | +695+5.4% | Added |
| 626 Financial, LLC | 13,530 | $1.28M | 1.03% | −301−2.2% | Reduced |
| Benedict Financial Advisors Inc | 13,497 | $1.27M | 0.41% | −587−4.2% | Reduced |
| Sierra Capital LLC | 13,481 | $1.27M | 0.24% | +3,171+30.8% | Added |
| Ronald Blue Trust, Inc. | 13,463 | $1.27M | 0.02% | +35+0.3% | Added |
| Perennial Investment Advisors, LLC | 13,445 | $1.27M | 0.58% | +1,011+8.1% | Added |
| Sound View Wealth Advisors Group, LLC | 13,418 | $1.27M | 0.28% | −3,954−22.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,420 | $1.27M | 0.07% | +2,305+20.7% | Added |
| Winthrop Advisory Group LLC | 13,384 | $1.26M | 0.27% | +253+1.9% | Added |
| Advisor Resource Council | 13,359 | $1.26M | 0.88% | −11,802−46.9% | Reduced |
| IFG Advisory, LLC | 13,362 | $1.26M | 0.11% | −9,974−42.7% | Reduced |
| Lloyd Park, LLC | 13,360 | $1.26M | 1.56% | +6,175+85.9% | Added |
| Rockland Trust Co | 13,343 | $1.26M | 0.09% | −96−0.7% | Reduced |
| Cypress Capital, LLC | 13,332 | $1.26M | 0.44% | −85,277−86.5% | Reduced |
| Optimum Investment Advisors | 13,319 | $1.26M | 0.68% | −650−4.7% | Reduced |
| Slow Capital, Inc. | 13,255 | $1.25M | 0.27% | −2,349−15.1% | Reduced |
| 180 Wealth Advisors, LLC | 13,246 | $1.25M | 0.34% | +365+2.8% | Added |
| McDonough Capital Management, Inc | 13,229 | $1.25M | 1.43% | −889−6.3% | Reduced |
| Cumberland Partners Ltd | 13,235 | $1.25M | 0.13% | +42+0.3% | Added |
| AlphaCrest Capital Management LLC | 13,222 | $1.25M | 0.08% | −21,245−61.6% | Reduced |
| Martin & Co Inc | 13,224 | $1.25M | 0.37% | +239+1.8% | Added |
| Herold Advisors, Inc. | 13,227 | $1.25M | 0.61% | +284+2.2% | Added |
| Oxler Private Wealth LLC | 13,213 | $1.25M | 0.70% | −435−3.2% | Reduced |
| JFS Wealth Advisors, LLC | 13,197 | $1.25M | 0.14% | −56−0.4% | Reduced |
| Trellus Management Company, LLC | 13,200 | $1.25M | 2.16% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 13,183 | $1.24M | 0.57% | +3,370+34.3% | Added |
| Perfromance Wealth Partners, LLC | 13,170 | $1.24M | 0.07% | +574+4.6% | Added |
| Woodmont Investment Counsel LLC | 13,128 | $1.24M | 0.15% | −635−4.6% | Reduced |
| Sentry Investment Management LLC | 13,112 | $1.24M | 0.59% | +587+4.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,108 | $1.24M | 0.23% | +1,043+8.6% | Added |
| Pinnacle Holdings, LLC | 13,060 | $1.23M | 0.58% | +128+1.0% | Added |
| Byrne Asset Management LLC | 13,008 | $1.23M | 0.95% | +245+1.9% | Added |
| Monetta Financial Services Inc | 13,000 | $1.23M | 1.40% | +13,000 | New |
| Southeast Asset Advisors Inc. | 12,973 | $1.22M | 0.21% | +623+5.0% | Added |
| Comerica Securities,inc. | 12,950 | $1.22M | 0.10% | −1,507−10.4% | Reduced |
| ELCO Management Co., LLC | 12,925 | $1.22M | 0.97% | +242+1.9% | Added |
| Lederer & Associates Investment Counsel | 12,899 | $1.22M | 1.03% | −41−0.3% | Reduced |
| WT Wealth Management | 12,903 | $1.22M | 0.61% | +1,158+9.9% | Added |
| Leisure Capital Management | 12,854 | $1.21M | 0.73% | +343+2.7% | Added |
| C2C Wealth Management, LLC | 11,933 | $1.21M | 0.24% | +205+1.7% | Added |
| Bank of Hawaii | 12,817 | $1.21M | 0.08% | −728−5.4% | Reduced |
| Edge Capital Group, LLC | 12,817 | $1.21M | 0.10% | −48−0.4% | Reduced |
| Fernwood Investment Management, LLC | 12,807 | $1.21M | 0.51% | −105−0.8% | Reduced |
| Pictet Bank & Trust Ltd | 12,787 | $1.21M | 1.55% | −9,634−43.0% | Reduced |
| Spears Abacus Advisors LLC | 12,743 | $1.20M | 0.12% | +4,290+50.8% | Added |
| Synergy Financial Group, LTD | 12,719 | $1.20M | 1.80% | 00.0% | Unchanged |
| Bank Ozk | 12,702 | $1.20M | 0.65% | +219+1.8% | Added |
| ARGI Investment Services, LLC | 12,689 | $1.20M | 0.04% | +880+7.5% | Added |
| Trust Investment Advisors | 12,658 | $1.19M | 1.25% | +3,808+43.0% | Added |
| Fullerton Fund Management Co Ltd. | 12,625 | $1.19M | 0.09% | +12,625 | New |
| Joseph Group Capital Management | 12,498 | $1.18M | 1.29% | +1,216+10.8% | Added |
| Tempus Wealth Planning, LLC | 12,498 | $1.18M | 0.79% | +1,602+14.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 12,481 | $1.18M | 2.00% | +2,002+19.1% | Added |
| Front Row Advisors LLC | 12,466 | $1.18M | 0.61% | −360−2.8% | Reduced |
| Moloney Securities Asset Management, LLC | 12,423 | $1.17M | 0.28% | −425−3.3% | Reduced |
| Costello Asset Management, INC | 12,353 | $1.17M | 1.10% | −556−4.3% | Reduced |
| Bank of Stockton | 12,260 | $1.16M | 0.45% | −83−0.7% | Reduced |
| Uncommon Cents Investing LLC | 12,253 | $1.16M | 0.49% | +560+4.8% | Added |
| Hilltop Holdings Inc. | 12,232 | $1.15M | 0.16% | −1,755−12.5% | Reduced |
| First Commonwealth Financial Corp | 12,218 | $1.15M | 0.48% | −1,535−11.2% | Reduced |
| Eads & Heald Wealth Management | 12,176 | $1.15M | 0.65% | −1,833−13.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,157 | $1.15M | 0.34% | +470+4.0% | Added |
| BBR Partners, LLC | 12,146 | $1.15M | 0.15% | −2,291−15.9% | Reduced |
| Platform Technology Partners | 12,121 | $1.14M | 0.65% | −536−4.2% | Reduced |
| Balboa Wealth Partners | 12,114 | $1.14M | 0.50% | +12,114 | New |
| Global Trust Asset Management, LLC | 12,086 | $1.14M | 0.59% | −206−1.7% | Reduced |
| Aries Wealth Management | 10,686 | $1.14M | 0.50% | +136+1.3% | Added |
| Buffington Mohr McNeal | 12,039 | $1.14M | 0.27% | +103+0.9% | Added |
| Magnus Financial Group LLC | 12,010 | $1.13M | 0.22% | +587+5.1% | Added |
| Atlas Private Wealth Management | 12,016 | $1.13M | 0.82% | +680+6.0% | Added |
| Aj Wealth Strategies, LLC | 12,006 | $1.13M | 0.07% | +2,354+24.4% | Added |
| Lester Murray Antman dba SimplyRich | 12,006 | $1.13M | 0.51% | −7−0.1% | Reduced |
| Baldwin Brothers Inc | 11,979 | $1.13M | 0.16% | −178−1.5% | Reduced |
| Allred Capital Management, LLC | 11,942 | $1.13M | 0.70% | −586−4.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 11,919 | $1.12M | 1.59% | +1,277+12.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,901 | $1.12M | 0.09% | +188+1.6% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,840 | $1.12M | 0.14% | +80+0.7% | Added |
| Argus Investors' Counsel, Inc. | 11,835 | $1.12M | 0.99% | −1,750−12.9% | Reduced |
| Cascade Investment Advisors, Inc. | 10,473 | $1.12M | 0.96% | +55+0.5% | Added |
| DB Fitzpatrick & Co, Inc | 11,787 | $1.11M | 1.35% | −1,434−10.8% | Reduced |
| Nicolet Bankshares Inc | 11,788 | $1.11M | 0.32% | +145+1.2% | Added |
| Omnia Family Wealth, LLC | 11,757 | $1.11M | 0.91% | +188+1.6% | Added |
| V Wealth Advisors LLC | 11,702 | $1.10M | 0.22% | −1,273−9.8% | Reduced |