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; 2,948 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
- 3,006
- +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
- 1,339 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 87,087 | $8.21M | 1.58% | +8,401+10.7% | Added |
| Osborne Partners Capital Management, LLC | 86,893 | $8.20M | 0.69% | +1,162+1.4% | Added |
| Veritable, L.P. | 86,869 | $8.19M | 0.16% | −6,491−7.0% | Reduced |
| Stillwater Capital Advisors, LLC | 86,145 | $8.13M | 1.85% | −5,140−5.6% | Reduced |
| Massmutual Trust Co FSB | 85,888 | $8.10M | 0.37% | +4,358+5.3% | Added |
| JustInvest LLC | 85,839 | $8.10M | 0.37% | +18,855+28.1% | Added |
| Lido Advisors, LLC | 85,266 | $8.04M | 0.16% | +32,389+61.3% | Added |
| Baxter Bros Inc | 85,092 | $8.03M | 1.42% | +6,960+8.9% | Added |
| Olstein Capital Management, L.P. | 85,000 | $8.02M | 1.34% | +10,000+13.3% | Added |
| FineMark National Bank & Trust | 84,984 | $8.02M | 0.40% | +2,925+3.6% | Added |
| Walter Public Investments Inc. | 84,952 | $8.01M | 2.81% | +24,532+40.6% | Added |
| Eagle Ridge Investment Management | 84,857 | $8.01M | 1.01% | −67−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 84,836 | $8.00M | 0.84% | −1,141−1.3% | Reduced |
| Private Asset Management Inc | 84,507 | $7.97M | 1.41% | −3,434−3.9% | Reduced |
| Force Hill Capital Management LP | 84,485 | $7.97M | 2.91% | +28,800+51.7% | Added |
| Weatherly Asset Management L. P. | 84,341 | $7.96M | 1.14% | −675−0.8% | Reduced |
| Providence Capital Advisors, LLC | 84,235 | $7.95M | 2.38% | +7,828+10.2% | Added |
| Cary Street Partner Investment Advisory LLC | 84,174 | $7.94M | 0.65% | +11,246+15.4% | Added |
| Bryn Mawr Trust Co | 84,131 | $7.94M | 0.39% | −370.0% | Reduced |
| Brinker Capital Investments, LLC | 84,096 | $7.93M | 0.16% | −66,833−44.3% | Reduced |
| QV Investors Inc. | 84,020 | $7.93M | 0.77% | −2,550−2.9% | Reduced |
| Sequoia Financial Advisors, LLC | 83,904 | $7.92M | 0.25% | −2,341−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 83,893 | $7.91M | 0.15% | −2,418−2.8% | Reduced |
| Graticule Asia Macro Advisors LLC | 83,750 | $7.90M | 4.38% | +83,750 | New |
| Roundview Capital LLC | 83,680 | $7.89M | 1.00% | −5,529−6.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 83,507 | $7.88M | 0.67% | +5,948+7.7% | Added |
| Punch & Associates Investment Management, Inc. | 83,331 | $7.86M | 0.55% | +3,474+4.4% | Added |
| Ethic Inc. | 83,142 | $7.84M | 0.53% | +17,044+25.8% | Added |
| Lawson Kroeker Investment Management Inc | 82,989 | $7.83M | 2.75% | +475+0.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 82,882 | $7.82M | 2.20% | +18,178+28.1% | Added |
| Valeo Financial Advisors, LLC | 113,113 | $7.81M | 0.50% | +4,364+4.0% | Added |
| Jupiter Asset Management Ltd | 82,428 | $7.78M | 0.12% | −48,329−37.0% | Reduced |
| Shelton Capital Management | 82,129 | $7.75M | 0.37% | +2,450+3.1% | Added |
| LS Investment Advisors, LLC | 82,079 | $7.74M | 1.57% | −100.0% | Reduced |
| West Coast Financial LLC | 81,725 | $7.71M | 1.42% | +2,659+3.4% | Added |
| D. E. Shaw & Co., Inc. | 81,680 | $7.71M | 0.01% | −438,918−84.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 81,683 | $7.71M | 1.91% | −6,202−7.1% | Reduced |
| Carret Asset Management, LLC | 81,685 | $7.71M | 1.15% | −1,090−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 81,633 | $7.70M | 0.45% | +3,224+4.1% | Added |
| CSM Advisors, LLC | 81,154 | $7.66M | 0.85% | −6,829−7.8% | Reduced |
| Bourgeon Capital Management LLC | 80,984 | $7.64M | 2.10% | +8,477+11.7% | Added |
| Pacific Global Investment Management CO | 80,622 | $7.61M | 1.85% | −1,120−1.4% | Reduced |
| Somerville Kurt F | 80,597 | $7.60M | 1.53% | +60.0% | Added |
| Griffin Asset Management, Inc. | 80,076 | $7.55M | 1.25% | +5,145+6.9% | Added |
| Beaumont Financial Partners, LLC | 80,062 | $7.55M | 0.72% | +4,803+6.4% | Added |
| Pacific Heights Asset Management LLC | 80,000 | $7.55M | 0.80% | 00.0% | Unchanged |
| Albion Financial Group | 79,943 | $7.54M | 0.78% | +122+0.2% | Added |
| Brightworth | 79,933 | $7.54M | 0.81% | −281−0.4% | Reduced |
| Wetherby Asset Management Inc | 79,829 | $7.53M | 0.53% | +6,695+9.2% | Added |
| Iyo Bank, Ltd. | 79,440 | $7.49M | 4.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 79,420 | $7.49M | 0.39% | +20,555+34.9% | Added |
| Point72 Hong Kong Ltd | 79,331 | $7.48M | 0.45% | −48,145−37.8% | Reduced |
| Blume Capital Management, Inc. | 79,325 | $7.48M | 2.82% | +903+1.2% | Added |
| M&R Capital Management Inc | 79,322 | $7.48M | 2.11% | −792−1.0% | Reduced |
| Northwest & Ethical Investments L.P. | 79,243 | $7.47M | 0.30% | +16,400+26.1% | Added |
| E. Ohman J:or Asset Management AB | 79,100 | $7.46M | 0.34% | −3,300−4.0% | Reduced |
| Alpha Cubed Investments, LLC | 78,659 | $7.42M | 0.58% | +51,169+186.1% | Added |
| Central Trust Co | 78,608 | $7.42M | 0.25% | +3,776+5.0% | Added |
| Kanawha Capital Management LLC | 78,431 | $7.40M | 0.81% | +541+0.7% | Added |
| Ironvine Capital Partners, LLC | 78,060 | $7.36M | 0.99% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 77,884 | $7.35M | 1.00% | +1,227+1.6% | Added |
| Employees Provident Fund Board | 77,479 | $7.31M | 0.21% | +76,879+12,813.2% | Added |
| BLB&B Advisors, LLC | 77,336 | $7.29M | 0.61% | −579−0.7% | Reduced |
| Ancora Advisors, LLC | 77,184 | $7.28M | 0.23% | −19,465−20.1% | Reduced |
| Westchester Capital Management, Inc. | 76,265 | $7.19M | 2.32% | −257−0.3% | Reduced |
| LMCG Investments, LLC | 76,239 | $7.19M | 0.53% | +3,276+4.5% | Added |
| Noesis Capital Mangement Corp | 76,215 | $7.19M | 2.18% | +971+1.3% | Added |
| Berkshire Asset Management LLC | 76,073 | $7.18M | 0.51% | −572−0.7% | Reduced |
| Amussen Hunsaker Associates LLC | 75,304 | $7.13M | 2.01% | +3,077+4.3% | Added |
| Telemus Capital, LLC | 75,434 | $7.12M | 0.73% | +7,585+11.2% | Added |
| Kelly Lawrence W & Associates Inc | 75,346 | $7.11M | 1.99% | +12,549+20.0% | Added |
| Advisor Partners II, LLC | 74,945 | $7.07M | 0.53% | +74,945 | New |
| Mitchell Sinkler & Starr | 74,919 | $7.07M | 2.74% | +881+1.2% | Added |
| Journey Strategic Wealth LLC | 74,906 | $7.07M | 0.95% | +1,219+1.7% | Added |
| Vision Capital Management, Inc. | 74,708 | $7.05M | 1.45% | −66−0.1% | Reduced |
| Sargent Bickham Lagudis LLC | 74,488 | $7.03M | 0.63% | +9,372+14.4% | Added |
| Allstate Corp | 74,281 | $7.01M | 0.20% | −1,691−2.2% | Reduced |
| Northeast Financial Consultants Inc | 74,164 | $7.00M | 0.51% | −1,904−2.5% | Reduced |
| Marco Investment Management LLC | 74,076 | $6.99M | 0.89% | −1,564−2.1% | Reduced |
| PFS Investments Inc. | 74,054 | $6.99M | 0.15% | +4,537+6.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 73,968 | $6.98M | 0.36% | +39,169+112.6% | Added |
| Pearl River Capital, LLC | 73,959 | $6.98M | 1.30% | +42,561+135.6% | Added |
| United Services Automobile Association | 73,803 | $6.96M | 0.19% | +4,812+7.0% | Added |
| Appleton Partners Inc | 73,650 | $6.95M | 0.69% | −2,588−3.4% | Reduced |
| Centre Asset Management, LLC | 73,128 | $6.90M | 1.90% | +73,128 | New |
| First Financial Bank - Trust Division | 72,712 | $6.86M | 0.84% | +856+1.2% | Added |
| Exencial Wealth Advisors, LLC | 72,602 | $6.85M | 0.42% | −3,834−5.0% | Reduced |
| JB Capital LLC | 72,009 | $6.79M | 0.75% | +42,761+146.2% | Added |
| Telos Capital Management, Inc. | 71,740 | $6.77M | 1.11% | +1,277+1.8% | Added |
| Pioneer Trust Bank N A | 71,602 | $6.75M | 2.29% | +1,606+2.3% | Added |
| Lowe Brockenbrough & Co Inc | 71,575 | $6.75M | 0.65% | −4,005−5.3% | Reduced |
| Virtu Financial LLC | 71,445 | $6.74M | 0.62% | +71,445 | New |
| Burns J W & Co Inc | 71,429 | $6.74M | 1.32% | −1,106−1.5% | Reduced |
| Covington Investment Advisors Inc. | 71,397 | $6.74M | 1.75% | −55−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 71,094 | $6.71M | 0.82% | +1,096+1.6% | Added |
| Cresset Asset Management, LLC | 70,987 | $6.70M | 0.08% | −11,499−13.9% | Reduced |
| Brown Brothers Harriman & Co | 70,833 | $6.68M | 0.06% | −7,443−9.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 70,673 | $6.67M | 0.18% | +7,894+12.6% | Added |
| Cubist Systematic Strategies, LLC | 70,480 | $6.65M | 0.05% | −18,000−20.3% | Reduced |
| Autus Asset Management, LLC | 70,433 | $6.64M | 1.27% | −44−0.1% | Reduced |