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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 3,355 | $316.0K | 0.05% | −248−6.9% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 3,337 | $315.0K | 0.16% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,238 | $315.0K | 0.00% | +3,238 | New |
| Hamilton Capital, LLC | 3,327 | $314.0K | 0.02% | −622−15.8% | Reduced |
| Wellspring Financial Advisors, LLC | 3,324 | $314.0K | 0.12% | −247−6.9% | Reduced |
| Seven Post Investment Office LP | 3,324 | $314.0K | 0.12% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 3,334 | $314.0K | 0.06% | +754+29.2% | Added |
| Ameliora Wealth Management Ltd. | 3,367 | $314.0K | 0.17% | +3,367 | New |
| McGuire Investment Group, LLC | 3,320 | $313.0K | 0.07% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 3,321 | $313.0K | 0.16% | +191+6.1% | Added |
| Fusion Capital, LLC | 3,304 | $312.0K | 0.20% | −444−11.8% | Reduced |
| Wedgewood Partners Inc | 3,300 | $311.0K | 0.06% | +1,000+43.5% | Added |
| Affinity Capital Advisors, LLC | 3,290 | $310.0K | 0.11% | +12+0.4% | Added |
| CNB Bank | 3,276 | $309.0K | 0.21% | −493−13.1% | Reduced |
| City State Bank | 3,262 | $308.0K | 0.22% | −46−1.4% | Reduced |
| JGP Wealth Management, LLC | 3,169 | $308.0K | 0.06% | +756+31.3% | Added |
| Traphagen Investment Advisors LLC | 3,246 | $306.2K | 0.06% | −1,118−25.6% | Reduced |
| Howard Financial Services, Ltd. | 3,243 | $306.0K | 0.10% | −31−0.9% | Reduced |
| McAdam, LLC | 3,242 | $306.0K | 0.03% | +307+10.5% | Added |
| WestHill Financial Advisors, Inc. | 3,244 | $306.0K | 0.10% | +600+22.7% | Added |
| Carmichael Hill & Associates, Inc. | 3,231 | $305.0K | 0.18% | +120+3.9% | Added |
| Levy Wealth Management Group, LLC | 3,234 | $305.0K | 0.13% | +864+36.5% | Added |
| Unison Asset Management LLC | 3,235 | $305.0K | 0.27% | +3,235 | New |
| Rede Wealth, LLC | 3,202 | $302.0K | 0.18% | −300−8.6% | Reduced |
| Opal Wealth Advisors, LLC | 3,202 | $302.0K | 0.22% | −301−8.6% | Reduced |
| Community Bank of Raymore | 3,197 | $302.0K | 0.10% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 3,197 | $302.0K | 0.40% | +17+0.5% | Added |
| CX Institutional | 3,193 | $301.0K | 0.02% | −18,050−85.0% | Reduced |
| Summit Global Investments | 3,196 | $301.0K | 0.03% | −727−18.5% | Reduced |
| Canton Hathaway, LLC | 3,185 | $300.0K | 0.11% | +500+18.6% | Added |
| Darwin Advisors, LLC | 3,068 | $299.0K | 0.07% | −763−19.9% | Reduced |
| Solidarilty Wealth, LLC | 2,974 | $299.0K | 0.17% | −57−1.9% | Reduced |
| JT Stratford LLC | 3,165 | $299.0K | 0.11% | −208−6.2% | Reduced |
| Signet Financial Management, LLC | 3,173 | $299.0K | 0.06% | +196+6.6% | Added |
| Crabel Capital Management, LLC | 3,167 | $299.0K | 0.17% | +3,167 | New |
| Sanctuary Wealth Management, L.L.C. | 3,148 | $297.0K | 0.39% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 3,136 | $296.0K | 0.05% | −50−1.6% | Reduced |
| Am Investment Strategies LLC | 3,141 | $296.0K | 0.11% | +100+3.3% | Added |
| Capital CS Group, LLC | 3,125 | $295.0K | 0.33% | −35−1.1% | Reduced |
| Thrive Wealth Management, LLC | 3,132 | $295.0K | 0.10% | +557+21.6% | Added |
| Private Management Group Inc | 3,119 | $294.2K | 0.01% | +129+4.3% | Added |
| Clearwater Capital Advisors, LLC | 3,112 | $294.0K | 0.04% | −110−3.4% | Reduced |
| Tennessee Valley Asset Management Partners | 3,119 | $294.0K | 0.12% | −37−1.2% | Reduced |
| TSFG, LLC | 3,115 | $294.0K | 0.14% | +35+1.1% | Added |
| Financial Advisory Corp | 3,118 | $294.0K | 0.17% | +113+3.8% | Added |
| Column Capital Advisors, LLC | 3,104 | $293.0K | 0.06% | +194+6.7% | Added |
| Cordatus Wealth Management LLC | 3,107 | $293.0K | 0.31% | +198+6.8% | Added |
| NEIRG Wealth Management, LLC | 3,094 | $292.0K | 0.06% | −247−7.4% | Reduced |
| Van Leeuwen & Company, LLC | 3,100 | $292.0K | 0.23% | −65−2.1% | Reduced |
| WJ Wealth Management, LLC | 3,100 | $292.0K | 0.18% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,096 | $292.0K | 0.18% | +43+1.4% | Added |
| First Pacific Advisors, LP | 3,100 | $292.0K | 0.00% | +100+3.3% | Added |
| CFO4Life Group, LLC | 3,084 | $291.0K | 0.08% | −397−11.4% | Reduced |
| EPIQ Capital Group, LLC | 3,086 | $291.0K | 0.15% | −2−0.1% | Reduced |
| Linscomb & Williams, Inc. | 3,078 | $290.0K | 0.02% | −250−7.5% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,781 | $290.0K | 0.35% | −58−2.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,072 | $290.0K | 0.18% | 00.0% | Unchanged |
| Triumph Capital Management | 3,074 | $290.0K | 0.16% | +180+6.2% | Added |
| Forbes J M & Co LLP | 3,061 | $289.0K | 0.05% | −54,595−94.7% | Reduced |
| Tradewinds Capital Management, LLC | 3,066 | $289.0K | 0.12% | −4,300−58.4% | Reduced |
| Sonata Capital Group Inc | 3,060 | $289.0K | 0.16% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,061 | $289.0K | 0.19% | +22+0.7% | Added |
| GFG Capital, LLC | 3,066 | $289.0K | 0.10% | +269+9.6% | Added |
| McIlrath & Eck, LLC | 3,069 | $289.0K | 0.08% | +341+12.5% | Added |
| Colton Groome Financial Advisors, LLC | 3,063 | $289.0K | 0.15% | +825+36.9% | Added |
| Annapolis Financial Services, LLC | 3,049 | $288.0K | 0.11% | −1,440−32.1% | Reduced |
| Camden National Bank | 3,054 | $288.0K | 0.06% | −468−13.3% | Reduced |
| Blossom Wealth Management | 3,052 | $288.0K | 1.62% | +25+0.8% | Added |
| Traynor Capital Management, Inc. | 3,047 | $287.0K | 0.05% | −466−13.3% | Reduced |
| Royal Capital Wealth Management, LLC | 3,040 | $287.0K | 0.33% | 00.0% | Unchanged |
| Marathon Capital Management | 3,036 | $286.0K | 0.08% | 00.0% | Unchanged |
| Headinvest, LLC | 3,037 | $286.0K | 0.07% | +69+2.3% | Added |
| South Shore Capital Advisors | 3,023 | $285.0K | 0.67% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 3,022 | $285.0K | 0.31% | +62+2.1% | Added |
| Tradition Wealth Management, LLC | 3,017 | $285.0K | 0.04% | +114+3.9% | Added |
| Aveo Capital Partners, LLC | 3,019 | $285.0K | 0.05% | +236+8.5% | Added |
| Ategra Capital Management, LLC | 3,019 | $284.8K | 0.15% | −10−0.3% | Reduced |
| Advisory Resource Group | 3,011 | $284.0K | 0.09% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,995 | $283.0K | 0.01% | −9,014−75.1% | Reduced |
| Fca Corp | 3,000 | $283.0K | 0.12% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 3,000 | $283.0K | 0.13% | +2,500+500.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 2,986 | $282.0K | 0.08% | −747−20.0% | Reduced |
| First International Bank & Trust | 2,986 | $282.0K | 0.11% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2,942 | $282.0K | 0.22% | +23+0.8% | Added |
| Winning Points Advisors, LLC | 2,832 | $282.0K | 0.34% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 2,992 | $282.0K | 0.20% | +727+32.1% | Added |
| Financial Council Asset Management Inc | 2,983 | $281.0K | 0.32% | +2,983 | New |
| GW&K Investment Management, LLC | 2,968 | $280.0K | 0.00% | −585−16.5% | Reduced |
| CJM Wealth Advisers, Ltd. | 2,966 | $279.8K | 0.20% | −218−6.8% | Reduced |
| Independent Wealth Network Inc. | 2,959 | $279.0K | 0.22% | −161−5.2% | Reduced |
| HFR Wealth Management, LLC | 2,955 | $279.0K | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 2,966 | $279.0K | 0.09% | +427+16.8% | Added |
| Foster Victor Wealth Advisors, LLC | 2,787 | $279.0K | 0.04% | +530+23.5% | Added |
| FSB Premier Wealth Management, Inc. | 2,948 | $278.0K | 0.16% | +133+4.7% | Added |
| Derbend Asset Management | 2,936 | $277.0K | 0.22% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,923 | $276.0K | 0.03% | −591−16.8% | Reduced |
| Colonial River Wealth Management, LLC | 2,929 | $276.0K | 0.19% | −214−6.8% | Reduced |
| Israel Discount Bank of New York | 2,919 | $276.0K | 0.23% | −185−6.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,929 | $276.0K | 0.11% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,921 | $276.0K | 0.08% | +106+3.8% | Added |