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 |
|---|---|---|---|---|---|
| Schrum Private Wealth Management LLC | 5,288 | $499.0K | 0.63% | −1,577−23.0% | Reduced |
| Burton Enright Welch | 5,286 | $498.6K | 0.25% | +270+5.4% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,277 | $498.0K | 0.18% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,282 | $498.0K | 0.13% | +1,047+24.7% | Added |
| Secure Asset Management, LLC | 5,273 | $497.0K | 0.28% | −926−14.9% | Reduced |
| Maple Capital Management, Inc. | 5,256 | $496.0K | 0.06% | −217−4.0% | Reduced |
| First Personal Financial Services | 5,254 | $496.0K | 0.14% | −22−0.4% | Reduced |
| Ellis Investment Partners, LLC | 5,259 | $496.0K | 0.14% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 5,262 | $496.0K | 0.16% | +768+17.1% | Added |
| Youngs Advisory Group, Inc. | 5,244 | $495.0K | 0.32% | −662−11.2% | Reduced |
| My Personal CFO, LLC | 493 | $493.0K | 0.76% | −4,230−89.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 5,047 | $492.0K | 0.02% | −4,000−44.2% | Reduced |
| Sloy Dahl & Holst, LLC | 5,220 | $492.0K | 0.10% | +185+3.7% | Added |
| TCM Advisors, LLC | – | $491.0K | 0.55% | – | – |
| FinTrust Capital Advisors, LLC | 4,972 | $490.0K | 0.13% | +157+3.3% | Added |
| Jackson Square Capital, LLC | 5,198 | $490.0K | 0.24% | +5,198 | New |
| Foster & Motley Inc | 5,189 | $489.0K | 0.05% | −326−5.9% | Reduced |
| Pinnacle Bancorp, Inc. | 5,184 | $489.0K | 0.21% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,184 | $489.0K | 0.06% | +80+1.6% | Added |
| Dark Forest Capital Management LP | 5,181 | $489.0K | 0.09% | +5,137+11,675.0% | Added |
| Aspen Investment Management Inc | 5,172 | $488.0K | 0.33% | −600−10.4% | Reduced |
| Keebeck Wealth Management, LLC | 5,177 | $488.0K | 0.09% | −200−3.7% | Reduced |
| Center for Financial Planning, Inc. | 5,158 | $487.0K | 0.13% | −364−6.6% | Reduced |
| Benchmark Investment Advisors LLC | 5,139 | $485.0K | 0.52% | −5,213−50.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 5,120 | $483.0K | 0.02% | +19+0.4% | Added |
| Jaffetilchin Investment Partners, LLC | 5,125 | $483.0K | 0.06% | +5,125 | New |
| Evanson Asset Management, LLC | 5,108 | $482.0K | 0.06% | −1,341−20.8% | Reduced |
| Wealth Architects, LLC | 5,105 | $482.0K | 0.10% | −310−5.7% | Reduced |
| LifeSteps Financial, Inc. | 5,083 | $480.0K | 0.54% | +67+1.3% | Added |
| Carson Advisory Inc. | 5,069 | $478.0K | 0.53% | +261+5.4% | Added |
| PEAK6 Investments LLC | 5,056 | $477.0K | 0.02% | −126,118−96.1% | Reduced |
| Wealthquest Corp | 5,053 | $476.0K | 0.07% | −15−0.3% | Reduced |
| Bell Rock Capital LLC | 5,048 | $476.0K | 0.59% | +5,048 | New |
| Evermay Wealth Management LLC | 5,031 | $475.0K | 0.09% | −380−7.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,036 | $475.0K | 0.24% | +143+2.9% | Added |
| PSI Advisors, LLC | 5,016 | $474.0K | 0.25% | −934−15.7% | Reduced |
| Waypoint Capital Advisors, LLC | 5,035 | $474.0K | 0.21% | −559−10.0% | Reduced |
| Money Concepts Capital Corp | 5,015 | $473.0K | 0.03% | +211+4.4% | Added |
| Grant/GrossMendelsohn, LLC | 4,536 | $473.0K | 0.26% | +137+3.1% | Added |
| Corrigan Financial, Inc. | 5,014 | $472.9K | 0.18% | +126+2.6% | Added |
| Zweig-DiMenna Associates LLC | 5,000 | $472.0K | 0.10% | +5,000 | New |
| Glen Eagle Advisors, LLC | 4,993 | $471.0K | 0.14% | −156−3.0% | Reduced |
| ETF Managers Group, LLC | 4,996 | $471.0K | 0.02% | +193+4.0% | Added |
| Cribstone Capital Management, LLC | 4,973 | $469.0K | 0.29% | −466−8.6% | Reduced |
| Vident Investment Advisory, LLC | 10,099 | $468.0K | 0.02% | +576+6.0% | Added |
| KCS Wealth Advisory | 4,956 | $467.0K | 0.22% | −278−5.3% | Reduced |
| Twelve Points Wealth Management LLC | 4,946 | $467.0K | 0.36% | +9+0.2% | Added |
| Single Point Partners, LLC | 4,955 | $467.0K | 0.13% | +4,955 | New |
| Klingman & Associates, LLC | 4,926 | $465.0K | 0.05% | +101+2.1% | Added |
| Bellecapital International Ltd. | 4,931 | $465.0K | 0.14% | +350+7.6% | Added |
| Everhart Financial Group, Inc. | 4,929 | $465.0K | 0.26% | +2,047+71.0% | Added |
| Amica Retiree Medical Trust | 4,916 | $464.0K | 0.58% | −2,120−30.1% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 4,922 | $464.0K | 0.46% | −464−8.6% | Reduced |
| Tiemann Investment Advisors, LLC | 4,902 | $462.0K | 0.30% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,900 | $462.0K | 0.29% | +4,900 | New |
| Beacon Financial Advisory LLC | 4,860 | $458.0K | 0.33% | −1,467−23.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 4,850 | $458.0K | 0.56% | −1,134−19.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 4,857 | $458.0K | 0.63% | −100−2.0% | Reduced |
| Sax Wealth Advisors, LLC | 4,849 | $457.0K | 0.12% | −6,737−58.1% | Reduced |
| MTM Investment Management, LLC | 4,828 | $455.0K | 0.26% | −550−10.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,821 | $455.0K | 0.26% | +415+9.4% | Added |
| High Net Worth Advisory Group LLC | 4,816 | $454.0K | 0.19% | −2,822−36.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 4,813 | $454.0K | 0.37% | −148−3.0% | Reduced |
| Sargent Investment Group, LLC | 4,536 | $454.0K | 0.14% | −25−0.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,815 | $454.0K | 0.16% | +663+16.0% | Added |
| RiverFront Investment Group, LLC | 4,800 | $453.0K | 0.02% | −19−0.4% | Reduced |
| Burt Wealth Advisors | 4,801 | $453.0K | 0.18% | +100+2.1% | Added |
| WealthPlan Investment Management, LLC | 4,916 | $453.0K | 0.03% | +4,916 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,792 | $452.0K | 0.01% | −412−7.9% | Reduced |
| KC Investment Advisors, LLC | 4,791 | $452.0K | 0.40% | +383+8.7% | Added |
| Wealth Quarterback LLC | 4,773 | $450.0K | 0.48% | −4,554−48.8% | Reduced |
| First National Bank of Hutchinson | 4,773 | $450.0K | 0.36% | −768−13.9% | Reduced |
| Oxford Financial Group Ltd | 4,755 | $449.0K | 0.07% | −395−7.7% | Reduced |
| Keebeck Alpha, LP | 4,761 | $449.0K | 0.24% | −304−6.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 4,764 | $449.0K | 0.28% | −176−3.6% | Reduced |
| Manchester Financial Inc | 4,763 | $449.0K | 0.13% | +137+3.0% | Added |
| Sigma Investment Counselors Inc | 4,749 | $448.0K | 0.04% | −680−12.5% | Reduced |
| Hallmark Capital Management Inc | 4,730 | $446.0K | 0.04% | −1,256−21.0% | Reduced |
| Systematic Alpha Investments, LLC | 4,731 | $446.0K | 0.03% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 4,729 | $446.0K | 0.42% | +55+1.2% | Added |
| South Street Advisors LLC | 4,710 | $444.0K | 0.11% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 4,710 | $444.0K | 0.34% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 4,699 | $443.0K | 0.09% | −4,169−47.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 4,700 | $443.0K | 0.36% | −500−9.6% | Reduced |
| Blueprint Investment Partners LLC | 4,694 | $443.0K | 0.12% | +4,694 | New |
| Evolution Wealth Advisors, LLC | 4,662 | $440.0K | 0.12% | −75−1.6% | Reduced |
| Diversified, LLC | 4,669 | $440.0K | 0.22% | +233+5.3% | Added |
| Source Financial Advisors LLC | 4,664 | $440.0K | 0.17% | +550+13.4% | Added |
| First National Bank | 4,647 | $439.0K | 0.40% | −10−0.2% | Reduced |
| Gray Wealth Management Inc. | 4,645 | $438.0K | 0.28% | −377−7.5% | Reduced |
| Legend Financial Advisors, Inc. | 4,636 | $437.3K | 0.41% | +4,636 | New |
| Brandywine Oak Private Wealth LLC | 4,628 | $436.0K | 0.06% | −832−15.2% | Reduced |
| Garner Asset Management Corp | 4,626 | $436.0K | 0.23% | −612−11.7% | Reduced |
| Little House Capital LLC | 4,624 | $436.0K | 0.23% | −10−0.2% | Reduced |
| Carolinas Wealth Consulting LLC | 15,207 | $436.0K | 0.11% | +457+3.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,625 | $436.0K | 0.03% | +710+18.1% | Added |
| Guardian Investment Management | 4,600 | $434.0K | 0.44% | −5,400−54.0% | Reduced |
| Monetary Management Group Inc | 4,600 | $434.0K | 0.14% | −1,900−29.2% | Reduced |
| First National Bank Sioux Falls | 4,610 | $434.0K | 0.45% | +560+13.8% | Added |
| Probity Advisors, Inc. | 4,592 | $433.0K | 0.11% | +170+3.8% | Added |