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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 4,595 | $433.0K | 0.15% | +4,530+6,969.2% | Added |
| Platte River Wealth Advisors, LLC | 4,578 | $432.0K | 0.19% | 00.0% | Unchanged |
| Private Capital Management LLC | 4,564 | $430.0K | 0.16% | +1,509+49.4% | Added |
| MPS Loria Financial Planners, LLC | 4,560 | $430.0K | 0.17% | +164+3.7% | Added |
| Meridian Wealth Advisors, LLC | 4,560 | $430.0K | 0.12% | +213+4.9% | Added |
| Shilanski & Associates, Inc. | 4,564 | $430.0K | 0.16% | +4,564 | New |
| Hixon Zuercher, LLC | 4,543 | $429.0K | 0.27% | +25+0.6% | Added |
| Enterprise Financial Services Corp | 4,550 | $429.0K | 0.32% | +410+9.9% | Added |
| Mason & Associates Inc | 4,539 | $428.0K | 0.15% | +110+2.5% | Added |
| AlphaStar Capital Management, LLC | 4,530 | $427.0K | 0.05% | −1,206−21.0% | Reduced |
| Ironwood Financial, llc | 4,530 | $427.0K | 0.14% | −10.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 4,558 | $426.0K | 0.19% | −707−13.4% | Reduced |
| Cardiff Park Advisors, LLC | 4,516 | $426.0K | 0.07% | −300−6.2% | Reduced |
| Northside Capital Management, LLC | 4,518 | $426.0K | 0.14% | +305+7.2% | Added |
| Mathes Company, Inc. | 4,510 | $425.0K | 0.24% | −240−5.1% | Reduced |
| Hall Kathryn A. | 4,504 | $425.0K | 0.18% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,500 | $425.0K | 0.16% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,360 | $425.0K | 0.15% | +38+0.9% | Added |
| Drive Wealth Management, LLC | 4,503 | $425.0K | 0.40% | +1,528+51.4% | Added |
| Unio Capital LLC | 4,500 | $424.0K | 0.26% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,490 | $424.0K | 0.63% | +65+1.5% | Added |
| Vise Technologies, Inc. | 4,478 | $422.0K | 0.16% | −662−12.9% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,435 | $422.0K | 0.22% | −176−3.8% | Reduced |
| BTG Pactual Global Asset Management Ltd | 4,459 | $421.0K | 0.64% | −11,750−72.5% | Reduced |
| MJP Associates Inc | 4,465 | $421.0K | 0.13% | +85+1.9% | Added |
| Cannon Financial Strategists, Inc. | 4,463 | $421.0K | 0.17% | −279−5.9% | Reduced |
| Polaris Wealth Advisory Group, LLC | 4,411 | $420.0K | 0.03% | −666−13.1% | Reduced |
| Hoese & Co LLP | 4,437 | $419.0K | 0.49% | −800−15.3% | Reduced |
| Fairview Capital Investment Management, LLC | 4,444 | $419.0K | 0.03% | 00.0% | Unchanged |
| Laraway Financial Inc | 4,430 | $418.0K | 0.47% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,406 | $416.0K | 0.04% | −44−1.0% | Reduced |
| MBA Advisors LLC | 4,408 | $416.0K | 0.30% | 00.0% | Unchanged |
| Clean Yield Group | 4,415 | $416.0K | 0.20% | +21+0.5% | Added |
| Round Table Services, LLC | 4,397 | $415.0K | 0.08% | +700+18.9% | Added |
| Cedrus LLC | 4,398 | $414.9K | 0.39% | +1,199+37.5% | Added |
| IFG Advisors, LLC | 4,394 | $414.0K | 0.21% | +100+2.3% | Added |
| Cairn Investment Group, Inc. | 4,375 | $413.0K | 0.34% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,371 | $413.0K | 0.11% | +829+23.4% | Added |
| Bennett Selby Investments LP | 4,366 | $412.0K | 0.33% | −7−0.2% | Reduced |
| CMG Global Holdings, LLC | 4,360 | $411.0K | 0.44% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,350 | $410.0K | 0.08% | +548+14.4% | Added |
| First City Capital Management, Inc. | 4,340 | $409.0K | 0.27% | +96+2.3% | Added |
| Callan Capital, LLC | 4,339 | $409.0K | 0.07% | +1,198+38.1% | Added |
| First Affirmative Financial Network | 4,327 | $408.0K | 0.52% | −94−2.1% | Reduced |
| Royal Fund Management, LLC | 4,328 | $408.0K | 0.08% | +127+3.0% | Added |
| S. R. Schill & Associates | 4,328 | $408.0K | 0.22% | +188+4.5% | Added |
| Heron Bay Capital Management | 4,312 | $407.0K | 0.28% | −2,141−33.2% | Reduced |
| Apella Capital, LLC | 4,311 | $407.0K | 0.05% | −17−0.4% | Reduced |
| Private Portfolio Partners LLC | 4,308 | $406.4K | 0.12% | −3,661−45.9% | Reduced |
| Orca Investment Management, LLC | 4,308 | $406.0K | 0.53% | −294−6.4% | Reduced |
| Paragon Capital Management Ltd | 4,306 | $406.0K | 0.12% | −199−4.4% | Reduced |
| Wittenberg Investment Management, Inc. | 4,303 | $406.0K | 0.17% | −5−0.1% | Reduced |
| Harvest Fund Management Co., Ltd | 4,286 | $405.0K | 0.12% | +3,173+285.1% | Added |
| First National Bank of South Miami | 4,284 | $404.0K | 0.31% | −179−4.0% | Reduced |
| First Bank & Trust | 4,289 | $404.0K | 0.15% | +436+11.3% | Added |
| Capital Wealth Planning, LLC | 4,285 | $404.0K | 0.01% | +455+11.9% | Added |
| High Note Wealth, LLC | 3,857 | $403.0K | 0.16% | +121+3.2% | Added |
| AlphaCore Capital LLC | 4,268 | $403.0K | 0.18% | +760+21.7% | Added |
| Gabelli & Co Investment Advisers, Inc. | 4,260 | $402.0K | 0.05% | −215−4.8% | Reduced |
| Charter Oak Capital Management, LLC | 4,265 | $402.0K | 0.06% | −30−0.7% | Reduced |
| Tyler-Stone Wealth Management | 4,254 | $401.0K | 0.31% | −145−3.3% | Reduced |
| TFC Financial Management | 4,250 | $401.0K | 0.13% | +570+15.5% | Added |
| UMA Financial Services, Inc. | 3,954 | $399.0K | 0.12% | +188+5.0% | Added |
| SBB Research Group LLC | 4,218 | $398.0K | 0.56% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 4,220 | $398.0K | 0.13% | +53+1.3% | Added |
| Fairhaven Wealth Management, LLC | 4,219 | $398.0K | 0.18% | +524+14.2% | Added |
| Alpine Woods Capital Investors, LLC | 4,212 | $397.0K | 0.05% | −31,000−88.0% | Reduced |
| Coastwise Capital Group, LLC | 4,209 | $397.0K | 0.63% | −290−6.4% | Reduced |
| Barber Financial Group, Inc. | 4,203 | $397.0K | 0.12% | +30+0.7% | Added |
| Palisade Asset Management, LLC | 4,207 | $397.0K | 0.05% | +55+1.3% | Added |
| Safeguard Investment Advisory Group, LLC | 4,196 | $395.0K | 0.27% | +212+5.3% | Added |
| Element Pointe Advisors, LLC | 4,178 | $394.0K | 0.23% | −108−2.5% | Reduced |
| Monograph Wealth Advisors, LLC | 4,179 | $394.0K | 0.13% | +4+0.1% | Added |
| Sunbelt Securities, Inc. | 4,176 | $394.0K | 0.08% | +649+18.4% | Added |
| WealthBridge Capital Management, LLC | 4,158 | $393.0K | 0.17% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,161 | $392.0K | 0.25% | +23+0.6% | Added |
| Security Financial Services, INC. | 4,150 | $391.0K | 0.13% | −80−1.9% | Reduced |
| WC Walker & Associates, Inc. | 3,739 | $391.0K | 0.22% | −157−4.0% | Reduced |
| Allegheny Financial Group LTD | 4,135 | $390.0K | 0.18% | +26+0.6% | Added |
| Gradient Capital Advisors, LLC | 4,123 | $389.0K | 0.19% | −394−8.7% | Reduced |
| Ssi Investment Management LLC | 4,121 | $389.0K | 0.03% | +9+0.2% | Added |
| Sutton Wealth Advisors Inc. | 4,123 | $388.9K | 0.16% | +132+3.3% | Added |
| Windsor Capital Management, LLC | 4,114 | $388.0K | 0.15% | −87−2.1% | Reduced |
| Pacific Center for Financial Services | 4,109 | $388.0K | 0.15% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 4,106 | $387.0K | 0.29% | +20.0% | Added |
| Accel Wealth Management | 3,812 | $387.0K | 0.21% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,100 | $387.0K | 0.28% | +404+10.9% | Added |
| Aufman Associates Inc | 4,086 | $385.0K | 0.41% | 00.0% | Unchanged |
| LVW Advisors, LLC | 4,069 | $384.0K | 0.09% | −829−16.9% | Reduced |
| McRae Capital Management Inc | 4,075 | $384.0K | 0.12% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 4,066 | $384.0K | 0.07% | 00.0% | Unchanged |
| E&G Advisors, LP | 4,066 | $384.0K | 0.14% | +78+2.0% | Added |
| Cooper/Haims Advisors, LLC | 4,064 | $383.0K | 0.32% | −8−0.2% | Reduced |
| Marotta Asset Management | 4,052 | $382.2K | 0.10% | 00.0% | Unchanged |
| Hutchinson Capital Management | 4,044 | $381.0K | 0.10% | +408+11.2% | Added |
| Keudell/Morrison Wealth Management | 4,025 | $380.0K | 0.14% | −30−0.7% | Reduced |
| Oak Thistle LLC | 4,027 | $380.0K | 1.37% | +4,027 | New |
| Delphia (USA) Inc. | 4,020 | $379.0K | 0.43% | −4,311−51.7% | Reduced |
| Cottage Street Advisors LLC | 4,008 | $378.0K | 0.31% | −500−11.1% | Reduced |
| Professional Advisory Services Inc | 4,005 | $378.0K | 0.07% | 00.0% | Unchanged |