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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 55,242 | $5.21M | 0.31% | +2,849+5.4% | Added |
| Courier Capital LLC | 55,193 | $5.21M | 0.64% | +306+0.6% | Added |
| BTC Capital Management, Inc. | 55,211 | $5.20M | 0.68% | −1,133−2.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 54,921 | $5.18M | 0.26% | −3,019−5.2% | Reduced |
| Signaturefd, LLC | 54,905 | $5.18M | 0.18% | +9,674+21.4% | Added |
| Ravenstone Capital Management Inc. | 54,888 | $5.18M | 4.54% | −390−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 54,493 | $5.14M | 0.30% | −3,220−5.6% | Reduced |
| Freestone Capital Holdings, LLC | 54,328 | $5.13M | 0.23% | −14,990−21.6% | Reduced |
| Spinnaker Trust | 54,334 | $5.13M | 0.42% | +1,376+2.6% | Added |
| Allworth Financial LP | 54,024 | $5.10M | 0.06% | +4,902+10.0% | Added |
| Ar Asset Management Inc | 53,915 | $5.09M | 1.52% | +100+0.2% | Added |
| CAPROCK Group, Inc. | 53,706 | $5.07M | 0.49% | +1,193+2.3% | Added |
| Eagle Global Advisors LLC | 53,672 | $5.06M | 0.38% | −2,359−4.2% | Reduced |
| Strategy Asset Managers LLC | 53,663 | $5.06M | 1.37% | −355−0.7% | Reduced |
| Jefferies Group LLC | 53,636 | $5.06M | 0.15% | +48,869+1,025.2% | Added |
| Bank of the West | 53,518 | $5.05M | 0.66% | −2,607−4.6% | Reduced |
| Schnieders Capital Management LLC | 53,512 | $5.05M | 1.34% | +4,683+9.6% | Added |
| Karpas Strategies, LLC | 53,470 | $5.04M | 1.92% | −225−0.4% | Reduced |
| Lafayette Investments, Inc. | 53,466 | $5.04M | 1.56% | −1,361−2.5% | Reduced |
| Means Investment Co., Inc. | 53,268 | $5.03M | 1.09% | +1,244+2.4% | Added |
| Atom Investors LP | 53,217 | $5.02M | 1.77% | +47,436+820.6% | Added |
| Kempner Capital Management Inc. | 52,976 | $5.00M | 3.30% | 00.0% | Unchanged |
| South State Corp. | 52,778 | $4.98M | 0.50% | +973+1.9% | Added |
| Sara-Bay Financial | 52,758 | $4.98M | 2.77% | +513+1.0% | Added |
| Sepio Capital, LP | 52,697 | $4.97M | 0.49% | −3,800−6.7% | Reduced |
| Atwater Malick LLC | 52,522 | $4.95M | 2.77% | +2,104+4.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 52,501 | $4.95M | 1.32% | +766+1.5% | Added |
| Van Strum & Towne Inc. | 52,500 | $4.95M | 2.29% | −122−0.2% | Reduced |
| Chapman Investment Management, LLC | 52,441 | $4.95M | 3.62% | +7,728+17.3% | Added |
| Koshinski Asset Management, Inc. | 52,409 | $4.94M | 0.59% | +2,079+4.1% | Added |
| NBT Bank N A | 52,283 | $4.93M | 0.81% | −504−1.0% | Reduced |
| Citizens National Bank Trust Department | 52,189 | $4.92M | 1.52% | −905−1.7% | Reduced |
| Broderick Brian C | 52,180 | $4.92M | 1.54% | +254+0.5% | Added |
| Baker Tilly Wealth Management, LLC | 52,074 | $4.91M | 0.67% | −1,274−2.4% | Reduced |
| Bridgeway Capital Management, LLC | 52,065 | $4.91M | 0.13% | −33,400−39.1% | Reduced |
| Kinneret Advisory, LLC | 52,022 | $4.91M | 0.68% | 00.0% | Unchanged |
| Bessemer Group Inc | 51,893 | $4.90M | 0.01% | −6,289−10.8% | Reduced |
| Winslow Asset Management Inc | 51,884 | $4.89M | 1.27% | +660+1.3% | Added |
| Sonora Investment Management Group, LLC | 51,747 | $4.88M | 0.63% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 51,701 | $4.88M | 0.10% | +6,157+13.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 51,552 | $4.86M | 0.81% | +1,635+3.3% | Added |
| CIBC World Markets Corp | 51,540 | $4.86M | 0.07% | −82,872−61.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 51,300 | $4.84M | 1.23% | +5,930+13.1% | Added |
| Steel Peak Wealth Management LLC | 51,061 | $4.82M | 0.36% | −2,842−5.3% | Reduced |
| Perennial Advisors, LLC | 51,056 | $4.82M | 1.58% | +767+1.5% | Added |
| Van Den Berg Management I, Inc | 50,994 | $4.81M | 1.43% | +8,158+19.0% | Added |
| Anderson Hoagland & Co | 50,932 | $4.80M | 0.77% | +1,268+2.6% | Added |
| Legal Advantage Investments, Inc. | 50,667 | $4.78M | 4.48% | +290+0.6% | Added |
| Bulltick Wealth Management, LLC | 50,498 | $4.76M | 1.43% | −4,582−8.3% | Reduced |
| Meitav Dash Investments Ltd | 48,905 | $4.76M | 0.08% | +278+0.6% | Added |
| Exchange Traded Concepts, LLC | 50,300 | $4.75M | 0.16% | −6,236−11.0% | Reduced |
| Oak Family Advisors, LLC | 50,030 | $4.72M | 3.06% | +13,953+38.7% | Added |
| Power Corp of Canada | 49,996 | $4.72M | 0.70% | +49,996 | New |
| Clearstead Advisors, LLC | 49,941 | $4.71M | 0.43% | −4,385−8.1% | Reduced |
| HM Payson & Co | 49,913 | $4.71M | 0.13% | −4,968−9.1% | Reduced |
| GHP Investment Advisors, Inc. | 49,735 | $4.69M | 0.36% | −3,209−6.1% | Reduced |
| BKD Wealth Advisors, LLC | 49,511 | $4.67M | 0.19% | +3,652+8.0% | Added |
| Nwam LLC | 49,500 | $4.67M | 0.45% | −2,312−4.5% | Reduced |
| Fragasso Group Inc. | 49,344 | $4.66M | 0.66% | +4,033+8.9% | Added |
| Bard Financial Services, Inc. | 49,230 | $4.64M | 0.44% | −1,025−2.0% | Reduced |
| Siemens Fonds Invest GmbH | 49,218 | $4.64M | 0.53% | −1,144−2.3% | Reduced |
| Patten & Patten Inc | 49,176 | $4.64M | 0.44% | −1,990−3.9% | Reduced |
| Trust Co of Toledo NA | 49,187 | $4.64M | 0.90% | −1,842−3.6% | Reduced |
| Highland Capital Management, LLC | 49,159 | $4.64M | 0.36% | +1,725+3.6% | Added |
| Levin Capital Strategies, L.P. | 49,112 | $4.63M | 0.63% | −3,165−6.1% | Reduced |
| Simmons Bank | 49,073 | $4.63M | 0.43% | +789+1.6% | Added |
| Independent Investors Inc | 48,938 | $4.62M | 1.31% | +230.0% | Added |
| Stony Point Wealth Management Inc. | 48,840 | $4.61M | 3.41% | +1,746+3.7% | Added |
| Western Wealth Management, LLC | 47,872 | $4.61M | 0.26% | +1,489+3.2% | Added |
| Exchange Capital Management, Inc. | 48,774 | $4.60M | 1.07% | +3,807+8.5% | Added |
| Cubic Asset Management, LLC | 48,761 | $4.60M | 1.37% | +1,070+2.2% | Added |
| Boothe Investment Group, Inc. | 48,650 | $4.59M | 2.98% | +902+1.9% | Added |
| Shufro Rose & Co LLC | 48,566 | $4.58M | 0.46% | −510−1.0% | Reduced |
| Buckhead Capital Management LLC | 48,559 | $4.58M | 1.19% | +367+0.8% | Added |
| LVM Capital Management Ltd | 48,371 | $4.56M | 0.70% | −45,321−48.4% | Reduced |
| Everence Capital Management Inc | 48,372 | $4.56M | 0.42% | 00.0% | Unchanged |
| RNC Capital Management LLC | 48,333 | $4.56M | 0.29% | −1,818−3.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 48,309 | $4.56M | 1.41% | −3,803−7.3% | Reduced |
| Parallel Advisors, LLC | 48,043 | $4.53M | 0.21% | +15,876+49.4% | Added |
| Farmers National Bank | 47,787 | $4.51M | 1.81% | +745+1.6% | Added |
| Yarbrough Capital, LLC | 47,781 | $4.51M | 0.36% | 00.0% | Unchanged |
| Key Financial Inc | 47,443 | $4.47M | 2.10% | +182+0.4% | Added |
| Sowell Financial Services LLC | 47,323 | $4.46M | 0.45% | −5,953−11.2% | Reduced |
| Puzo Michael J | 47,241 | $4.46M | 1.69% | +713+1.5% | Added |
| Gluskin Sheff & Assoc Inc | 47,125 | $4.45M | 0.27% | +3,219+7.3% | Added |
| Lockheed Martin Investment Management Co | 47,051 | $4.44M | 0.36% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 46,860 | $4.42M | 3.61% | +2,623+5.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 46,542 | $4.39M | 5.23% | +1,252+2.8% | Added |
| Ameritas Investment Partners, Inc. | 46,410 | $4.38M | 0.20% | −530−1.1% | Reduced |
| Beech Hill Advisors, Inc. | 46,315 | $4.37M | 2.50% | −230−0.5% | Reduced |
| Schwerin Boyle Capital Management Inc | 46,225 | $4.36M | 0.47% | −20,000−30.2% | Reduced |
| Interval Partners, LP | 46,000 | $4.34M | 0.26% | +46,000 | New |
| Rice Partnership, LLC | 45,960 | $4.33M | 1.39% | +934+2.1% | Added |
| Capital Investment Counsel, Inc | 45,901 | $4.33M | 1.26% | −591−1.3% | Reduced |
| Andra AP-fonden | 45,900 | $4.33M | 0.14% | +4,500+10.9% | Added |
| Hedeker Wealth, LLC | 45,799 | $4.32M | 1.68% | +20,051+77.9% | Added |
| Strategic Wealth Designers | 45,403 | $4.28M | 1.23% | +4,927+12.2% | Added |
| IHT Wealth Management, LLC | 45,256 | $4.27M | 0.32% | +11,318+33.3% | Added |
| Hartford Financial Management Inc. | 45,248 | $4.27M | 1.25% | +52+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 45,242 | $4.27M | 0.01% | +62+0.1% | Added |