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 |
|---|---|---|---|---|---|
| Security National Bank of So Dak | 2,122 | $200.0K | 0.18% | −332−13.5% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 2,116 | $200.0K | 0.18% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,118 | $200.0K | 0.08% | +2,118 | New |
| Wolff Wiese Magana LLC | 2,097 | $198.0K | 0.16% | −25−1.2% | Reduced |
| Magnolia Capital Management Ltd | 2,100 | $198.0K | 0.20% | 00.0% | Unchanged |
| Biechele Royce Advisors | 2,089 | $197.0K | 0.09% | −32−1.5% | Reduced |
| S.A. Mason LLC | 2,021 | $191.0K | 0.15% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 2,003 | $189.0K | 0.08% | −426−17.5% | Reduced |
| Riverview Trust Co | 1,994 | $188.0K | 0.18% | +628+46.0% | Added |
| Beacon Capital Management, LLC | 1,939 | $182.0K | 0.06% | −304−13.6% | Reduced |
| Sit Investment Associates Inc | 1,930 | $182.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,925 | $182.0K | 0.08% | +1,925 | New |
| Rock Creek Group, LP | 1,917 | $181.0K | 0.02% | −2,311−54.7% | Reduced |
| Pin Oak Investment Advisors Inc | 1,917 | $181.0K | 0.23% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1,895 | $179.0K | 0.11% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,890 | $178.0K | 0.03% | +220+13.2% | Added |
| Cohen & Steers, Inc. | 1,849 | $174.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,802 | $170.0K | 0.02% | −26−1.4% | Reduced |
| Stephens Consulting, LLC | 1,795 | $169.3K | 0.15% | −375−17.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,752 | $165.0K | 0.13% | −102−5.5% | Reduced |
| Nkcfo LLC | 1,749 | $165.0K | 0.08% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,719 | $162.0K | 0.02% | −3,453−66.8% | Reduced |
| Aua Capital Management, LLC | 1,720 | $162.0K | 0.11% | −415−19.4% | Reduced |
| Level Financial Advisors, Inc. | 1,702 | $161.0K | 0.12% | −46−2.6% | Reduced |
| United Community Bank | 1,685 | $158.9K | 0.17% | +395+30.6% | Added |
| Versant Capital Management, Inc | 1,666 | $157.0K | 0.06% | −14−0.8% | Reduced |
| PrairieView Partners, LLC | 1,650 | $156.0K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,633 | $154.0K | 0.17% | +80+5.2% | Added |
| SRS Capital Advisors, Inc. | 1,605 | $151.0K | 0.02% | +335+26.4% | Added |
| Howe & Rusling Inc | 1,590 | $150.0K | 0.02% | −467−22.7% | Reduced |
| American Research & Management Co. | 1,548 | $146.0K | 0.04% | −36−2.3% | Reduced |
| RWM Asset Management, LLC | 1,539 | $145.0K | 0.03% | −159−9.4% | Reduced |
| Coastal Capital Group, Inc. | 1,542 | $145.0K | 0.04% | +3+0.2% | Added |
| Institutional & Family Asset Management, LLC | 1,532 | $144.0K | 0.03% | +23+1.5% | Added |
| DT Investment Partners, LLC | 1,480 | $140.0K | 0.02% | −5,082−77.4% | Reduced |
| Princeton Global Asset Management LLC | 1,474 | $139.0K | 0.05% | −235−13.8% | Reduced |
| Pacifica Partners Inc. | 1,292 | $138.0K | 0.10% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,443 | $136.0K | 0.10% | −250−14.8% | Reduced |
| Tucker Asset Management LLC | 1,252 | $133.4K | 0.04% | +115+10.1% | Added |
| Morton Brown Family Wealth, LLC | 1,410 | $133.0K | 0.11% | −61−4.1% | Reduced |
| First National Advisers, LLC | 1,408 | $133.0K | 0.20% | +1,408 | New |
| Western Pacific Wealth Management, LP | 1,365 | $128.0K | 0.13% | +200+17.2% | Added |
| Orion Capital Management LLC | 1,347 | $127.0K | 0.10% | +220+19.5% | Added |
| IMA Wealth, Inc. | 1,340 | $126.0K | 0.03% | −7,436−84.7% | Reduced |
| Hoey Investments, Inc | 1,313 | $124.0K | 0.05% | +343+35.4% | Added |
| Contravisory Investment Management, Inc. | 1,270 | $120.0K | 0.04% | 00.0% | Unchanged |
| Seldon Capital LP | 1,265 | $119.0K | 0.08% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,243 | $117.0K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,235 | $116.0K | 0.11% | −1,162−48.5% | Reduced |
| Maryland Capital Advisors Inc. | 1,216 | $115.0K | 0.12% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,209 | $114.0K | 0.10% | +9+0.8% | Added |
| Capital Directions Investment Advisors, LLC | 0 | $108.0K | 0.04% | −1,664−100.0% | Reduced |
| Advanced Research Investment Solutions, LLC | 1,141 | $108.0K | 0.07% | +810+244.7% | Added |
| Financial Enhancement Group LLC | 1,150 | $108.0K | 0.02% | +959+502.1% | Added |
| NuWave Investment Management, LLC | 1,138 | $107.0K | 0.12% | −8,650−88.4% | Reduced |
| Islay Capital Management, LLC | 1,139 | $107.0K | 0.13% | −773−40.4% | Reduced |
| Blue Chip Partners, Inc. | 1,139 | $107.0K | 0.01% | +1,139 | New |
| Kelly Financial Services LLC | 1,109 | $104.6K | 0.06% | +172+18.4% | Added |
| CKW Financial Group | 1,060 | $100.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,032 | $98.0K | 0.03% | +45+4.6% | Added |
| Newton One Investments LLC | 1,038 | $98.0K | 0.07% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,038 | $98.0K | 0.08% | +50+5.1% | Added |
| EMC Capital Management | 1,000 | $94.0K | 0.09% | 00.0% | Unchanged |
| Price Jennifer C. | 1,000 | $94.0K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 992 | $93.6K | 0.05% | +992 | New |
| Solstein Capital, LLC | 980 | $92.0K | 0.08% | −35−3.4% | Reduced |
| Avion Wealth | 964 | $91.0K | 0.03% | −93−8.8% | Reduced |
| Lowe Wealth Advisors, LLC | 960 | $91.0K | 0.05% | +344+55.8% | Added |
| Ten Capital Wealth Advisors, LLC | 945 | $89.0K | 0.04% | −23−2.4% | Reduced |
| KB Financial Partners, LLC | 948 | $89.0K | 0.03% | −10−1.0% | Reduced |
| Moser Wealth Advisors, LLC | 945 | $89.0K | 0.07% | +230+32.2% | Added |
| Axiom Investment Management LLC | 910 | $88.0K | 0.18% | +910 | New |
| Raffa Wealth Management, LLC | 921 | $86.9K | 0.04% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 892 | $84.0K | 0.10% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 890 | $84.0K | 0.04% | +58+7.0% | Added |
| EdgeRock Capital LLC | 880 | $83.0K | 0.05% | +880 | New |
| AlphaMark Advisors, LLC | 865 | $82.0K | 0.04% | −95−9.9% | Reduced |
| Financial Management Professionals, Inc. | 858 | $81.0K | 0.02% | +389+82.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 844 | $80.0K | 0.05% | −50−5.6% | Reduced |
| Cedar Mountain Advisors, LLC | 851 | $80.0K | 0.03% | 00.0% | Unchanged |
| Worm Capital, LLC | 847 | $80.0K | 0.04% | +145+20.7% | Added |
| Cornerstone Management, Inc. | 819 | $77.3K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 821 | $77.0K | 0.01% | −842−50.6% | Reduced |
| Castleark Management LLC | 811 | $77.0K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 818 | $77.0K | 0.00% | 00.0% | Unchanged |
| Cowa, LLC | 810 | $76.0K | 0.05% | +810 | New |
| Emfo, LLC | 776 | $73.0K | 0.07% | −51−6.2% | Reduced |
| Kenfarb & Co. | 759 | $72.0K | 0.07% | +700+1,186.4% | Added |
| Professional Financial Advisors, LLC | 729 | $69.0K | 0.04% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 713 | $67.0K | 0.03% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 710 | $67.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 681 | $64.0K | 0.02% | −159−18.9% | Reduced |
| FSC Wealth Advisors, LLC | 681 | $64.0K | 0.62% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 670 | $63.0K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 658 | $62.0K | 0.00% | −9,109−93.3% | Reduced |
| PFG Private Wealth Management, LLC | 659 | $62.0K | 0.04% | +100+17.9% | Added |
| Beaird Harris Wealth Management, LLC | 643 | $61.0K | 0.01% | +331+106.1% | Added |
| Dakota Community Bank & Trust NA | 645 | $61.0K | 0.42% | +645 | New |
| First PREMIER Bank | 636 | $60.0K | 0.02% | −1,275−66.7% | Reduced |
| Savior LLC | 620 | $58.0K | 0.05% | 00.0% | Unchanged |