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 |
|---|---|---|---|---|---|
| Bickling Financial Services, Inc. | 3,981 | $376.0K | 0.25% | −682−14.6% | Reduced |
| Foresight Wealth Management, LLC | 3,987 | $376.0K | 0.16% | −160−3.9% | Reduced |
| Prentice Wealth Management LLC | 3,949 | $376.0K | 0.21% | +3,949 | New |
| Chelsea Counsel Co | 3,977 | $375.0K | 0.23% | −4,034−50.4% | Reduced |
| Segment Wealth Management, LLC | 3,970 | $374.0K | 0.05% | −83−2.0% | Reduced |
| Accurate Wealth Management, LLC | 3,900 | $374.0K | 0.16% | +1,245+46.9% | Added |
| Intrepid Financial Planning Group LLC | 3,950 | $373.0K | 0.21% | −175−4.2% | Reduced |
| Semmax Financial Advisors Inc. | 3,709 | $373.0K | 0.16% | +2,487+203.5% | Added |
| Corton Capital Inc. | 3,946 | $372.0K | 0.45% | −2,074−34.5% | Reduced |
| Enzi Wealth | 3,919 | $372.0K | 0.18% | +3,919 | New |
| Magnolia Capital Advisors LLC | 3,919 | $370.0K | 0.31% | −255−6.1% | Reduced |
| Broadleaf Partners, LLC | 3,925 | $370.0K | 0.15% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 3,917 | $369.0K | 0.04% | −894−18.6% | Reduced |
| Northwest Wealth Management, LLC | 3,910 | $369.0K | 0.16% | +30+0.8% | Added |
| Second Half Financial Partners, LLC | 3,900 | $368.0K | 0.46% | −1,286−24.8% | Reduced |
| Abner Herrman & Brock LLC | 3,901 | $368.0K | 0.07% | −68−1.7% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 3,909 | $368.0K | 0.33% | +764+24.3% | Added |
| Centerpoint Advisors, LLC | 3,901 | $368.0K | 0.20% | +771+24.6% | Added |
| Advance Capital Management, Inc. | 3,889 | $367.0K | 0.04% | +81+2.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,912 | $367.0K | 0.22% | +3,912 | New |
| Financial Insights, Inc. | 3,884 | $366.0K | 0.25% | +3,884 | New |
| RBA Wealth Management, LLC | 3,866 | $365.0K | 0.21% | −19−0.5% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,843 | $363.0K | 0.32% | −185−4.6% | Reduced |
| SP Asset Management | 3,847 | $363.0K | 0.05% | −42−1.1% | Reduced |
| Patriot Investment Management Inc. | 3,853 | $363.0K | 0.04% | +60+1.6% | Added |
| Gemmer Asset Management LLC | 3,851 | $363.0K | 0.06% | +525+15.8% | Added |
| Regent Peak Wealth Advisors LLC | 3,851 | $363.0K | 0.13% | +560+17.0% | Added |
| DFPG Investments, LLC | 3,544 | $362.0K | 0.15% | −44−1.2% | Reduced |
| BCK Capital Management LP | 3,826 | $361.0K | 0.26% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,826 | $360.0K | 0.14% | +118+3.2% | Added |
| Greenwich Wealth Management LLC | 3,810 | $359.0K | 0.04% | +518+15.7% | Added |
| Insight Advisors, LLC | 3,795 | $358.0K | 0.14% | −29−0.8% | Reduced |
| ASB Consultores, LLC | 3,798 | $358.0K | 0.17% | +236+6.6% | Added |
| McClarren Financial Advisors, Inc. | 3,785 | $357.0K | 0.36% | +3,785 | New |
| Wealth Management Associates, Inc. | 3,777 | $356.3K | 0.25% | +200+5.6% | Added |
| Hofer & Associates. Inc | 3,766 | $355.0K | 0.38% | −10.0% | Reduced |
| Parcion Private Wealth LLC | 3,750 | $354.0K | 0.04% | −201−5.1% | Reduced |
| Redwood Financial Network Corp | 3,741 | $353.0K | 0.40% | −104−2.7% | Reduced |
| Fermata Advisors, LLC | 3,737 | $353.0K | 0.11% | +193+5.4% | Added |
| Cutter & CO Brokerage, Inc. | 3,740 | $353.0K | 0.13% | +257+7.4% | Added |
| Ackerman Capital Advisors, LLC | 3,732 | $352.0K | 0.10% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 3,725 | $351.0K | 0.27% | −11,000−74.7% | Reduced |
| EWG Elevate Inc. | 3,722 | $351.0K | 0.20% | −32−0.9% | Reduced |
| Montchanin Asset Management, LLC | 3,722 | $351.0K | 0.50% | 00.0% | Unchanged |
| Truadvice, LLC | 3,311 | $351.0K | 0.20% | +154+4.9% | Added |
| Pacer Advisors, Inc. | 3,718 | $351.0K | 0.00% | +820+28.3% | Added |
| McLean Asset Management Corp | 3,597 | $350.0K | 0.13% | −172−4.6% | Reduced |
| New Jersey Better Educational Savings Trust | 3,706 | $350.0K | 1.17% | 00.0% | Unchanged |
| SFMG, LLC | 3,749 | $350.0K | 0.04% | +84+2.3% | Added |
| Dentgroup LLC | 3,762 | $350.0K | 0.35% | +800+27.0% | Added |
| Coyle Financial Counsel LLC | 3,698 | $349.0K | 0.23% | +208+6.0% | Added |
| Long Run Wealth Advisors, LLC | 3,704 | $349.0K | 0.14% | +1,367+58.5% | Added |
| Mach-1 Financial Group, Inc. | 3,697 | $348.0K | 0.37% | −22−0.6% | Reduced |
| E Fund Management Co., Ltd. | 3,692 | $348.0K | 0.03% | +75+2.1% | Added |
| Regis Management CO LLC | 3,683 | $347.0K | 0.08% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,677 | $347.0K | 0.06% | +802+27.9% | Added |
| Northwest Capital Management Inc | 3,669 | $346.0K | 0.20% | −86−2.3% | Reduced |
| First National Corp | 3,654 | $345.0K | 0.09% | −34−0.9% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,640 | $344.0K | 0.26% | −350−8.8% | Reduced |
| L2 Asset Management, LLC | 3,642 | $344.0K | 0.26% | +451+14.1% | Added |
| Golden Green, Inc. | 3,644 | $344.0K | 0.37% | +1,417+63.6% | Added |
| Alesco Advisors LLC | 3,634 | $343.0K | 0.01% | +1,371+60.6% | Added |
| Creative Financial Designs Inc | 3,623 | $342.0K | 0.06% | +101+2.9% | Added |
| Barrett & Company, Inc. | 3,934 | $341.8K | 0.23% | +3,934 | New |
| BFSG, LLC | 3,608 | $340.0K | 0.07% | +28+0.8% | Added |
| Somerset Trust Co | 3,606 | $340.0K | 0.16% | +1,126+45.4% | Added |
| Parkside Advisors LLC | 3,585 | $338.0K | 0.13% | −160−4.3% | Reduced |
| Teamwork Financial Advisors, LLC | 3,577 | $337.0K | 0.07% | −1,295−26.6% | Reduced |
| Kelman-Lazarov, Inc. | 3,575 | $337.0K | 0.11% | 00.0% | Unchanged |
| West Wealth Group, LLC | 3,581 | $337.0K | 0.17% | +180+5.3% | Added |
| Prentiss Smith & Co Inc | 3,565 | $336.0K | 0.30% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,561 | $336.0K | 0.09% | +1,290+56.8% | Added |
| Options Solutions, LLC | 3,552 | $335.0K | 0.52% | −5,314−59.9% | Reduced |
| Towercrest Capital Management | 3,540 | $334.0K | 0.08% | +10.0% | Added |
| Gilbert & Cook, Inc. | 3,276 | $334.0K | 0.07% | +3,276 | New |
| Buckley Wealth Management, LLC | 3,530 | $333.0K | 0.12% | −1,230−25.8% | Reduced |
| Riverbridge Partners LLC | 3,525 | $333.0K | 0.00% | 00.0% | Unchanged |
| Windsor Group LTD | 3,427 | $333.0K | 0.08% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,539 | $333.0K | 0.05% | +138+4.1% | Added |
| Fort Pitt Capital Group, LLC | 3,522 | $332.0K | 0.02% | −7,255−67.3% | Reduced |
| Personal Cfo Solutions, LLC | 3,520 | $332.0K | 0.08% | −331−8.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,515 | $332.0K | 0.03% | +320+10.0% | Added |
| Private Wealth Strategies, L.L.C. | 3,519 | $331.0K | 0.10% | +3,519 | New |
| Wulff, Hansen & Co. | 3,500 | $330.0K | 0.41% | −550−13.6% | Reduced |
| Convergence Investment Partners, LLC | 3,483 | $329.0K | 0.21% | +647+22.8% | Added |
| New World Advisors LLC | 3,474 | $328.0K | 0.16% | +55+1.6% | Added |
| Affiance Financial, LLC | 3,473 | $328.0K | 0.18% | +183+5.6% | Added |
| Doheny Asset Management | 3,473 | $328.0K | 0.33% | +3,473 | New |
| Portland Global Advisors LLC | 3,464 | $327.0K | 0.07% | 00.0% | Unchanged |
| Birinyi Associates Inc | 3,450 | $325.0K | 0.15% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 3,224 | $325.0K | 0.20% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,448 | $325.0K | 0.09% | +648+23.1% | Added |
| Titleist Asset Management, Ltd. | 3,433 | $324.0K | 0.08% | −1,790−34.3% | Reduced |
| Prelude Capital Management, LLC | 3,429 | $323.0K | 0.02% | −6,657−66.0% | Reduced |
| Capital Wealth Alliance, LLC | 3,397 | $323.0K | 0.27% | −736−17.8% | Reduced |
| Kowal Investment Group, LLC | 3,423 | $323.0K | 0.11% | +335+10.8% | Added |
| Wedge Capital Management L L P | 3,426 | $323.0K | 0.01% | +3,426 | New |
| NFP Retirement, Inc. | 3,415 | $322.1K | 0.08% | +41+1.2% | Added |
| DSC Advisors, L.P. | 3,410 | $322.0K | 0.34% | −623−15.4% | Reduced |
| Monticello Wealth Management, LLC | 3,360 | $317.0K | 0.04% | −459−12.0% | Reduced |