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 |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 2,468 | $233.0K | 0.05% | −100−3.9% | Reduced |
| Alliance Wealth Management Group | 2,475 | $233.0K | 0.09% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 2,456 | $232.0K | 0.16% | −80−3.2% | Reduced |
| Sovereign Financial Group, Inc. | 2,457 | $232.0K | 0.09% | +251+11.4% | Added |
| SJS Investment Consulting Inc. | 2,451 | $232.0K | 0.08% | +2,451 | New |
| Paragon Financial Partners, Inc. | 2,446 | $231.0K | 0.26% | 00.0% | Unchanged |
| Cadence Bank NA | 2,418 | $228.0K | 1.42% | −25,300−91.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,418 | $228.0K | 0.03% | −9,300−79.4% | Reduced |
| Alterity Financial Group, LLC | 2,413 | $228.0K | 0.37% | −147−5.7% | Reduced |
| Wagner Wealth Management, LLC | 2,415 | $228.0K | 0.17% | −11−0.5% | Reduced |
| Birchcreek Wealth Management, LLC | 2,413 | $228.0K | 0.21% | +25+1.0% | Added |
| Planning Directions Inc | 2,404 | $227.0K | 0.18% | −167−6.5% | Reduced |
| Horizon Family Wealth, Inc. | 2,409 | $227.0K | 0.28% | +94+4.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,404 | $226.8K | 0.13% | +200+9.1% | Added |
| Covestor Ltd | 2,392 | $226.0K | 0.20% | −1,322−35.6% | Reduced |
| Financial Partners Group, Inc | 2,400 | $226.0K | 0.06% | −359−13.0% | Reduced |
| Opus Investment Management Inc | 2,400 | $226.0K | 0.05% | 00.0% | Unchanged |
| Mad River Investors | 2,400 | $226.0K | 0.16% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,400 | $226.0K | 0.03% | +212+9.7% | Added |
| Triad Financial Advisors, Inc. | 2,382 | $225.0K | 0.12% | −84−3.4% | Reduced |
| Bienville Capital Management, LLC | 2,390 | $225.0K | 0.09% | 00.0% | Unchanged |
| Prostatis Group LLC | 2,383 | $224.8K | 0.26% | +2,383 | New |
| Kaydan Wealth Management, Inc. | 2,381 | $224.6K | 0.12% | −522−18.0% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,376 | $224.0K | 0.15% | +56+2.4% | Added |
| StrongBox Wealth, LLC | 2,367 | $223.0K | 0.16% | −146−5.8% | Reduced |
| Maltin Wealth Management, Inc. | 2,369 | $223.0K | 0.18% | −74−3.0% | Reduced |
| HHM Wealth Advisors, LLC | 2,339 | $221.0K | 0.06% | −825−26.1% | Reduced |
| Penbrook Management LLC | 2,340 | $221.0K | 0.19% | −150−6.0% | Reduced |
| Wharton Business Group, LLC | 2,348 | $221.0K | 0.01% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 2,347 | $221.0K | 0.07% | −2−0.1% | Reduced |
| Advisors Management Group Inc | 2,344 | $221.0K | 0.09% | +100+4.5% | Added |
| Cook Wealth Management Group LLC | 2,105 | $220.0K | 0.24% | +267+14.5% | Added |
| Concorde Asset Management, LLC | 2,331 | $220.0K | 0.25% | +2,331 | New |
| High Pines Wealth Management, LLC | 2,327 | $220.0K | 0.42% | +2,327 | New |
| Summit Wealth Partners, LLC | 2,325 | $219.3K | 0.06% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 2,323 | $219.0K | 0.27% | −105−4.3% | Reduced |
| Baker Boyer National Bank | 2,322 | $219.0K | 0.10% | +3+0.1% | Added |
| Patron Partners Advisors, LLC | 2,323 | $219.0K | 0.18% | +138+6.3% | Added |
| Lantz Financial LLC | 2,311 | $218.0K | 0.11% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,307 | $218.0K | 0.24% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,311 | $218.0K | 0.10% | +2,311 | New |
| Peterson Wealth Advisors, LLC | 2,296 | $217.0K | 0.07% | −80−3.4% | Reduced |
| Holistic Financial Partners | 2,298 | $217.0K | 0.21% | 00.0% | Unchanged |
| Hilltop Wealth Advisors, LLC | 2,298 | $217.0K | 0.22% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 2,298 | $217.0K | 0.28% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 2,296 | $217.0K | 0.04% | +2,296 | New |
| Atwood & Palmer Inc | 2,290 | $216.0K | 0.02% | −157−6.4% | Reduced |
| James Hambro & Partners | 2,287 | $216.0K | 0.02% | −103−4.3% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,290 | $216.0K | 0.16% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 2,293 | $216.0K | 0.61% | +2,293 | New |
| Carlson Capital Management | 2,287 | $216.0K | 0.02% | +2,287 | New |
| Alterna Wealth Management, Inc | 2,287 | $216.0K | 0.26% | +2,287 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,212 | $215.0K | 0.18% | −120−5.1% | Reduced |
| Woodward Diversified Capital, LLC | 2,265 | $214.0K | 0.18% | −455−16.7% | Reduced |
| Occidental Asset Management, LLC | 2,264 | $214.0K | 0.06% | −151−6.3% | Reduced |
| Continental Investors Services, Inc. | 2,265 | $214.0K | 0.64% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2,262 | $214.0K | 0.05% | +2,262 | New |
| Five Oceans Advisors | 2,270 | $214.0K | 0.17% | +2,270 | New |
| Fort Point Capital Partners LLC | 2,254 | $213.0K | 0.04% | −1,346−37.4% | Reduced |
| 17 Capital Partners, LLC | 2,254 | $213.0K | 0.29% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,250 | $212.0K | 0.05% | −611−21.4% | Reduced |
| Fulcrum Capital LLC | 2,245 | $212.0K | 0.06% | −337−13.1% | Reduced |
| Compass Financial Advisors LLC | 2,249 | $212.0K | 0.31% | −163−6.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,246 | $212.0K | 0.16% | −54−2.3% | Reduced |
| Ratan Capital Management LP | 2,250 | $212.0K | 0.50% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2,247 | $212.0K | 0.12% | +11+0.5% | Added |
| VeraBank, N.A. | 2,234 | $211.0K | 0.13% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 2,232 | $211.0K | 0.22% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 2,238 | $211.0K | 0.02% | +85+3.9% | Added |
| Lesa Sroufe & Co | 2,231 | $210.0K | 0.25% | +2,231 | New |
| Financial Advisory Group | 2,225 | $210.0K | 0.05% | +2,225 | New |
| Lee Financial Co | 2,213 | $209.0K | 0.04% | +590+36.4% | Added |
| First Financial Corp | 2,202 | $208.0K | 0.14% | 00.0% | Unchanged |
| Meridian Management Co | 2,200 | $208.0K | 0.08% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 2,207 | $208.0K | 0.08% | 00.0% | Unchanged |
| Hill Island Financial LLC | 2,206 | $208.0K | 0.10% | +7+0.3% | Added |
| W.H. Cornerstone Investments Inc. | 2,229 | $208.0K | 0.22% | +2,229 | New |
| Silver Oak Securities, Inc | 2,556 | $207.2K | 0.05% | −3,280−56.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,190 | $207.0K | 0.09% | −127−5.5% | Reduced |
| MKT Advisors LLC | 2,193 | $207.0K | 0.18% | +2,193 | New |
| SignalPoint Asset Management, LLC | 2,194 | $206.0K | 0.08% | −159−6.8% | Reduced |
| GPM Growth Investors, Inc. | 2,186 | $206.0K | 0.14% | +2,186 | New |
| Ami Asset Management Corp | 2,169 | $205.0K | 0.01% | −490−18.4% | Reduced |
| Capital Investment Services of America, Inc. | 2,176 | $205.0K | 0.03% | 00.0% | Unchanged |
| Firestone Capital Management | 2,172 | $205.0K | 0.08% | +9+0.4% | Added |
| Eagle Bay Advisors LLC | 2,162 | $205.0K | 0.13% | +505+30.5% | Added |
| Family Firm, Inc. | 2,159 | $204.0K | 0.07% | −642−22.9% | Reduced |
| DB Wealth Management Group, LLC | 2,164 | $204.0K | 0.15% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,156 | $203.0K | 0.03% | −2,259−51.2% | Reduced |
| Sanford Advisory Services, LLC | 2,156 | $203.0K | 0.06% | −381−15.0% | Reduced |
| Dividend Assets Capital, LLC | 2,150 | $203.0K | 0.05% | +113+5.5% | Added |
| Sather Financial Group Inc | 2,157 | $203.0K | 0.02% | +2,157 | New |
| Morris Financial Concepts, Inc. | 2,142 | $202.0K | 0.21% | +2,142 | New |
| Boyd Watterson Asset Management LLC | 2,130 | $201.0K | 0.09% | −2,469−53.7% | Reduced |
| Navellier & Associates Inc | 2,128 | $201.0K | 0.04% | −400−15.8% | Reduced |
| H. L. Ormond & Company, LLC | 2,129 | $201.0K | 0.32% | −206−8.8% | Reduced |
| Clarus Group, Inc. | 2,133 | $201.0K | 0.18% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 2,125 | $200.5K | 0.10% | −326−13.3% | Reduced |
| Telemetry Investments, L.L.C. | 2,125 | $200.0K | 0.33% | −5,943−73.7% | Reduced |
| Chilton Investment Co LLC | 2,123 | $200.0K | 0.01% | −1,791−45.8% | Reduced |