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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 11,678 | $1.10M | 0.20% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 11,676 | $1.10M | 0.13% | +11,676 | New |
| Cooper Financial Group | 11,657 | $1.10M | 0.40% | −1,590−12.0% | Reduced |
| First United Bank Trust | 11,656 | $1.10M | 0.55% | −272−2.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 11,641 | $1.10M | 0.75% | −12,081−50.9% | Reduced |
| MGO Private Wealth, LLC | 11,633 | $1.10M | 0.52% | +11,633 | New |
| Beck Mack & Oliver LLC | 11,619 | $1.10M | 0.04% | −582−4.8% | Reduced |
| MCF Advisors LLC | 11,598 | $1.09M | 0.12% | +740+6.8% | Added |
| Canvas Wealth Advisors, LLC | 10,448 | $1.09M | 0.47% | +1,566+17.6% | Added |
| Essex Savings Bank | 11,570 | $1.09M | 0.43% | −1,883−14.0% | Reduced |
| Smith Anglin Financial, LLC | 11,581 | $1.09M | 0.23% | +23+0.2% | Added |
| Lumature Wealth Partners, LLC | 11,539 | $1.09M | 0.58% | −240−2.0% | Reduced |
| Warther Private Wealth, LLC | 11,537 | $1.09M | 0.86% | +161+1.4% | Added |
| Buckingham Strategic Partners | 11,537 | $1.09M | 0.06% | +1,900+19.7% | Added |
| Eqis Capital Management, Inc. | 11,523 | $1.09M | 0.13% | +1,415+14.0% | Added |
| Guardian Wealth Management, Inc. | 11,512 | $1.09M | 1.23% | +230+2.0% | Added |
| Valley Brook Capital Group | 11,498 | $1.08M | 1.18% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 11,458 | $1.08M | 1.06% | +148+1.3% | Added |
| Zevenbergen Capital Investments LLC | 11,455 | $1.08M | 0.03% | +1,145+11.1% | Added |
| Outfitter Financial LLC | 11,445 | $1.08M | 1.06% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 11,449 | $1.08M | 0.79% | +4,694+69.5% | Added |
| Palumbo Wealth Management LLC | 11,432 | $1.08M | 0.91% | −414−3.5% | Reduced |
| Glassman Wealth Services | 11,395 | $1.07M | 0.23% | −814−6.7% | Reduced |
| LBMC Investment Advisors, LLC | 11,393 | $1.07M | 0.12% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 11,390 | $1.07M | 0.16% | +86+0.8% | Added |
| Poehling Capital Management, LLC | 11,294 | $1.06M | 0.45% | +6,545+137.8% | Added |
| Family Legacy, Inc. | 11,274 | $1.06M | 0.53% | +316+2.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 11,266 | $1.06M | 0.38% | +782+7.5% | Added |
| Columbia Trust Co 01012016 | 11,205 | $1.06M | 0.60% | +1,116+11.1% | Added |
| Audent Global Asset Management, LLC | 11,173 | $1.05M | 1.44% | −9,014−44.7% | Reduced |
| Agate Pass Investment Management, LLC | 11,176 | $1.05M | 0.80% | −26−0.2% | Reduced |
| Matrix Private Capital Group LLC | 11,152 | $1.05M | 0.71% | −2,352−17.4% | Reduced |
| QVR LLC | 11,083 | $1.04M | 0.95% | +7,474+207.1% | Added |
| Joseph P. Lucia & Associates, LLC | 11,065 | $1.04M | 0.82% | +1,551+16.3% | Added |
| Oak Asset Management, LLC | 11,067 | $1.04M | 0.51% | +11,067 | New |
| Summit Financial, LLC | 11,067 | $1.04M | 0.10% | −273−2.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 11,044 | $1.04M | 0.86% | −71−0.6% | Reduced |
| Bank of New Hampshire | 11,009 | $1.04M | 0.32% | −310−2.7% | Reduced |
| Peterson Financial Group, Inc. | 10,981 | $1.04M | 1.01% | −1,184−9.7% | Reduced |
| Modera Wealth Management, LLC | 10,950 | $1.03M | 0.05% | −477−4.2% | Reduced |
| Global Financial Private Client, LLC | 10,616 | $1.03M | 0.59% | −168−1.6% | Reduced |
| Claro Advisors LLC | 10,866 | $1.03M | 0.41% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 10,871 | $1.02M | 0.53% | +42+0.4% | Added |
| Abacus Planning Group, Inc. | 10,844 | $1.02M | 0.31% | +454+4.4% | Added |
| Forte Capital LLC | 10,839 | $1.02M | 0.19% | −75−0.7% | Reduced |
| Wedmont Private Capital | 10,835 | $1.02M | 0.21% | +4,104+61.0% | Added |
| Independence Bank of Kentucky | 10,809 | $1.02M | 0.50% | +830+8.3% | Added |
| Galibier Capital Management Ltd. | 10,795 | $1.02M | 0.21% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 10,787 | $1.02M | 0.06% | +719+7.1% | Added |
| Financial Architects, Inc | 10,793 | $1.02M | 0.18% | +10,793 | New |
| Prudent Man Advisors, LLC | 10,755 | $1.01M | 0.48% | +206+2.0% | Added |
| Tilia Fiduciary Partners, Inc. | 10,897 | $1.01M | 1.03% | +397+3.8% | Added |
| Chesapeake Wealth Management | 10,753 | $1.01M | 0.46% | +1,636+17.9% | Added |
| Peddock Capital Advisors, LLC | 10,735 | $1.01M | 0.42% | −2,230−17.2% | Reduced |
| HighTower Trust Services, LTA | 10,719 | $1.01M | 0.11% | +10,719 | New |
| Fukoku Mutual Life Insurance Co | 10,705 | $1.01M | 0.09% | −290−2.6% | Reduced |
| Whitener Capital Management, Inc. | 10,698 | $1.01M | 0.48% | +343+3.3% | Added |
| Mayflower Financial Advisors, LLC | 10,693 | $1.01M | 0.16% | +1,217+12.8% | Added |
| Oakworth Capital, Inc. | 10,673 | $1.01M | 0.11% | −150−1.4% | Reduced |
| CoreFirst Bank & Trust | 10,664 | $1.01M | 0.87% | −205−1.9% | Reduced |
| Mechanics Financial Corp | 10,663 | $1.01M | 0.66% | +39+0.4% | Added |
| Certified Advisory Corp | 10,663 | $1.01M | 0.23% | +151+1.4% | Added |
| Old Point Trust & Financial Services N A | 10,634 | $1.00M | 0.50% | +253+2.4% | Added |
| Acropolis Investment Management, LLC | 10,600 | $1.00M | 0.10% | −907−7.9% | Reduced |
| Absher Wealth Management, LLC | 10,598 | $1.00M | 0.21% | −615−5.5% | Reduced |
| LSV Asset Management | 10,600 | $1.00M | 0.00% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 10,600 | $1.00M | 0.21% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 10,597 | $999.7K | 1.11% | −150−1.4% | Reduced |
| Successful Portfolios LLC | 10,557 | $996.0K | 0.72% | −14−0.1% | Reduced |
| Clear Creek Financial Management, LLC | 10,534 | $994.0K | 0.22% | +106+1.0% | Added |
| Vista Investment Management | 10,542 | $994.0K | 0.61% | +396+3.9% | Added |
| Mystic Asset Management, Inc. | 10,539 | $994.0K | 0.64% | +1,645+18.5% | Added |
| Voya Financial Advisors, Inc. | 10,163 | $990.0K | 0.13% | +61+0.6% | Added |
| Great Diamond Partners, LLC | 10,501 | $990.0K | 0.34% | +727+7.4% | Added |
| Aull & Monroe Investment Management Corp | 10,460 | $987.0K | 0.54% | −2,100−16.7% | Reduced |
| EFG Asset Management (North America) Corp. | 10,431 | $985.0K | 0.23% | +941+9.9% | Added |
| Winton Group Ltd | 10,416 | $983.0K | 0.06% | +10,416 | New |
| Bluestein R H & Co | 10,376 | $979.0K | 0.06% | −195−1.8% | Reduced |
| Alta Wealth Advisors LLC | 10,348 | $976.0K | 0.70% | −434−4.0% | Reduced |
| Abundance Wealth Counselors | 10,344 | $976.0K | 0.28% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 10,331 | $975.0K | 0.77% | −34−0.3% | Reduced |
| Delta Capital Management LLC | 10,340 | $975.0K | 0.79% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 10,277 | $969.0K | 0.07% | −124−1.2% | Reduced |
| My Legacy Advisors, LLC | 10,263 | $969.0K | 0.49% | +3,081+42.9% | Added |
| Thoroughbred Financial Services, LLC | 10,251 | $967.0K | 0.18% | −629−5.8% | Reduced |
| Cypress Wealth Services, LLC | 9,937 | $966.0K | 0.33% | −956−8.8% | Reduced |
| Symmetry Partners, LLC | 10,231 | $965.0K | 0.07% | +352+3.6% | Added |
| Taylor Hoffman Wealth Management | 10,207 | $963.0K | 0.50% | −16−0.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 10,209 | $963.0K | 0.06% | +1,659+19.4% | Added |
| Apriem Advisors | 10,181 | $960.0K | 0.17% | +654+6.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 9,686 | $959.0K | 0.02% | +8,943+1,203.6% | Added |
| TriaGen Wealth Management LLC | 10,156 | $958.0K | 0.53% | +112+1.1% | Added |
| Resurgent Financial Advisors LLC | 10,121 | $955.0K | 0.66% | −928−8.4% | Reduced |
| Salvus Wealth Management, LLC | 10,102 | $953.0K | 0.91% | +8+0.1% | Added |
| Mizuho Securities Co. Ltd. | 10,082 | $951.0K | 0.32% | +7,960+375.1% | Added |
| Bremer Bank National Association | 10,046 | $948.0K | 0.21% | −1,264−11.2% | Reduced |
| Duality Advisers, LP | 10,034 | $947.0K | 0.10% | +10,034 | New |
| Monterey Private Wealth, Inc. | 9,700 | $945.0K | 0.57% | −163−1.7% | Reduced |
| Alight Capital Management LP | 10,000 | $943.0K | 1.22% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 5,568 | $942.0K | 0.94% | 00.0% | Unchanged |