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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 6,329 | $597.0K | 0.16% | −5,959−48.5% | Reduced |
| Cable Hill Partners, LLC | 6,271 | $592.0K | 0.12% | +1,206+23.8% | Added |
| Fiera Capital Corp | 6,275 | $591.0K | 0.00% | +488+8.4% | Added |
| EverSource Wealth Advisors, LLC | 6,249 | $590.0K | 0.14% | +3,757+150.8% | Added |
| Michael B. Yongue | 6,248 | $589.0K | 0.58% | −574−8.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,246 | $589.0K | 0.31% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 6,243 | $589.0K | 0.16% | +1,025+19.6% | Added |
| Morton Capital Management LLC | 6,236 | $588.2K | 0.27% | +89+1.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,236 | $588.0K | 0.34% | +31+0.5% | Added |
| Paragon Private Wealth Management, LLC | 5,634 | $588.0K | 0.57% | −115−2.0% | Reduced |
| Keeley-Teton Advisors, LLC | 6,216 | $586.0K | 0.08% | 00.0% | Unchanged |
| Old North State Trust, LLC | 6,217 | $586.0K | 0.51% | +6,211+103,516.7% | Added |
| Accretive Wealth Partners, LLC | 6,205 | $585.0K | 0.45% | +154+2.5% | Added |
| Fairfield Financial Advisors, LTD | 6,155 | $580.6K | 0.28% | −492−7.4% | Reduced |
| CPWM, LLC | 6,154 | $580.0K | 0.05% | −4,014−39.5% | Reduced |
| Addison Advisors LLC | 6,144 | $580.0K | 0.36% | +68+1.1% | Added |
| Rosenbaum Jay D. | 6,134 | $579.0K | 1.33% | −1,895−23.6% | Reduced |
| PAX Financial Group, LLC | 6,141 | $579.0K | 0.15% | +111+1.8% | Added |
| Berkeley Capital Partners, LLC | 6,130 | $578.0K | 0.25% | −24−0.4% | Reduced |
| Koss-Olinger Consulting, LLC | 6,103 | $576.0K | 0.10% | +3,201+110.3% | Added |
| Viewpoint Capital Management LLC | 6,084 | $574.0K | 0.57% | −75−1.2% | Reduced |
| Harvey Investment Co LLC | 6,088 | $574.0K | 0.08% | 00.0% | Unchanged |
| DF Dent & Co Inc | 6,066 | $572.0K | 0.01% | +357+6.3% | Added |
| Johnson Financial Group, Inc. | 5,566 | $571.0K | 0.05% | −2,964−34.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 6,057 | $571.0K | 0.42% | +40+0.7% | Added |
| Wellington Shields Capital Management, LLC | 6,058 | $571.0K | 0.14% | +600+11.0% | Added |
| Visionary Wealth Advisors | 6,036 | $569.0K | 0.06% | −3,847−38.9% | Reduced |
| Atticus Wealth Management, LLC | 6,028 | $569.0K | 0.28% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 6,020 | $568.0K | 0.40% | +377+6.7% | Added |
| Regents of the University of California | 6,000 | $566.0K | 0.11% | 00.0% | Unchanged |
| Saturna Capital CORP | 6,001 | $566.0K | 0.01% | +10.0% | Added |
| Delta Investment Management, LLC | 5,999 | $566.0K | 0.24% | +35+0.6% | Added |
| Proem Advisors LLC | 6,000 | $566.0K | 0.94% | +2,000+50.0% | Added |
| Kempen Capital Management N.V. | 5,993 | $565.0K | 0.02% | −876−12.8% | Reduced |
| Tru Independence Asset Management 2, LLC | 5,971 | $563.0K | 0.60% | +373+6.7% | Added |
| Flynn Zito Capital Management, LLC | 5,934 | $560.0K | 0.56% | +3,364+130.9% | Added |
| Sun Life Financial INC | 5,918 | $559.0K | 0.04% | −1,159−16.4% | Reduced |
| Reik & Co., LLC | 5,895 | $556.0K | 0.18% | +500+9.3% | Added |
| Epic Trust Investment Advisors, LLC | 5,893 | $556.0K | 0.77% | +5,893 | New |
| Wealth Advisory Solutions, LLC | 5,887 | $555.0K | 0.15% | −34,352−85.4% | Reduced |
| Barton Investment Management | 5,879 | $555.0K | 0.11% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 5,871 | $554.0K | 0.42% | −100−1.7% | Reduced |
| Wealth Management Partners, LLC | 6,000 | $554.0K | 0.49% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 5,878 | $554.0K | 2.31% | +5,878 | New |
| American State Bank (Iowa) | 5,866 | $553.3K | 0.48% | +160+2.8% | Added |
| KRS Capital Management, LLC | 5,871 | $553.0K | 0.83% | +195+3.4% | Added |
| First Pacific Financial | 5,841 | $551.0K | 0.32% | +5,841 | New |
| Valmark Advisers, Inc. | 5,821 | $549.0K | 0.01% | +32+0.6% | Added |
| Financial Perspectives, Inc | 5,817 | $548.7K | 0.31% | +319+5.8% | Added |
| Profit Investment Management, LLC | 5,793 | $548.0K | 0.42% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 5,800 | $547.0K | 0.16% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5,762 | $544.0K | 0.06% | +513+9.8% | Added |
| Crumly & Associates Inc. | 5,767 | $544.0K | 0.22% | +1,446+33.5% | Added |
| Advisory Alpha, LLC | 5,745 | $542.0K | 0.04% | +192+3.5% | Added |
| Eclectic Associates Inc | 5,720 | $540.0K | 0.35% | −192−3.2% | Reduced |
| Foster Group, Inc. | 5,728 | $540.0K | 0.04% | +227+4.1% | Added |
| Virtue Capital Management, LLC | 5,716 | $539.0K | 0.08% | +820+16.7% | Added |
| TRUE Private Wealth Advisors | 5,703 | $538.0K | 0.08% | −672−10.5% | Reduced |
| Gyroscope Capital Management Group, LLC | 5,700 | $538.0K | 0.21% | −100−1.7% | Reduced |
| CWS Financial Advisors, LLC | 5,692 | $537.0K | 0.26% | −825−12.7% | Reduced |
| GYL Financial Synergies, LLC | 5,698 | $537.0K | 0.15% | −297−5.0% | Reduced |
| Global Assets Advisory, LLC | 5,028 | $536.0K | 0.54% | +5,028 | New |
| Shulman DeMeo Asset Management LLC | 5,661 | $534.0K | 0.19% | −319−5.3% | Reduced |
| Plancorp, LLC | 5,656 | $534.0K | 0.04% | +277+5.1% | Added |
| Castle Rock Wealth Management, LLC | 5,727 | $533.0K | 0.27% | +11+0.2% | Added |
| Acorn Wealth Advisors, LLC | 5,654 | $533.0K | 0.44% | +21+0.4% | Added |
| Athena Investment Management | 5,652 | $533.0K | 0.45% | +205+3.8% | Added |
| Founders Capital Management | 5,631 | $531.0K | 0.43% | −1,405−20.0% | Reduced |
| HM Capital Management, LLC | 5,634 | $531.0K | 0.32% | +250+4.6% | Added |
| Cornerstone Wealth Group, LLC | 5,633 | $531.0K | 0.12% | +497+9.7% | Added |
| Lehman & Derafelo Financial Resources LLC | 5,617 | $530.0K | 0.17% | −1,390−19.8% | Reduced |
| LCM Capital Management Inc | 5,604 | $529.0K | 0.56% | −21−0.4% | Reduced |
| Argent Capital Management LLC | 5,585 | $527.0K | 0.02% | −160−2.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,583 | $526.7K | 0.17% | +153+2.8% | Added |
| Venturi Wealth Management, LLC | 5,550 | $523.0K | 0.05% | +447+8.8% | Added |
| HBK Investments L P | 5,531 | $522.0K | 0.01% | +5,531 | New |
| Inlet Private Wealth, LLC | 5,525 | $521.0K | 0.16% | −481−8.0% | Reduced |
| Parametrica Management Ltd | 5,518 | $521.0K | 1.06% | +5,518 | New |
| Lumina Fund Management LLC | 5,500 | $519.0K | 0.27% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 5,486 | $518.0K | 0.54% | −1,420−20.6% | Reduced |
| Thompson Investment Management, Inc. | 5,488 | $518.0K | 0.10% | −243−4.2% | Reduced |
| TCI Wealth Advisors, Inc. | 5,472 | $516.0K | 0.08% | −363−6.2% | Reduced |
| McDaniel Terry & Co | 5,433 | $512.0K | 0.07% | +288+5.6% | Added |
| Greenup Street Wealth Management LLC | 5,411 | $510.0K | 0.23% | +5,411 | New |
| Venator Management LLC | 5,400 | $509.0K | 0.22% | 00.0% | Unchanged |
| Boit C F David | 5,400 | $509.0K | 0.41% | +5,400 | New |
| Capital City Trust Co | 5,385 | $508.0K | 0.18% | −219−3.9% | Reduced |
| Spinnaker Investment Group, LLC | 5,383 | $508.0K | 0.20% | −10−0.2% | Reduced |
| Wambolt & Associates, LLC | 5,377 | $507.0K | 0.22% | −471−8.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,375 | $507.0K | 0.11% | 00.0% | Unchanged |
| Hartline Investment Corp | 5,362 | $506.0K | 0.42% | −7,365−57.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,367 | $506.0K | 0.04% | −477−8.2% | Reduced |
| Neumann Capital Management, LLC | 5,364 | $506.0K | 0.26% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 5,362 | $506.0K | 0.42% | +771+16.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,350 | $505.0K | 0.31% | −115−2.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 4,832 | $505.0K | 0.15% | +48+1.0% | Added |
| Exos TFP Holdings LLC | 5,345 | $504.0K | 0.23% | +5,345 | New |
| Revolve Wealth Partners, LLC | 5,332 | $503.0K | 0.17% | +677+14.5% | Added |
| Farmers Trust Co | 5,320 | $502.0K | 0.13% | −37,189−87.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 5,312 | $501.0K | 0.41% | −125−2.3% | Reduced |