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, Q4 2022
Institutional positions in Walt Disney Co as of Dec 31, 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
- 2,996
- +54 vs. Q3 2022
- Shares held
- 1.16B
- +9.50M (+0.8%) vs. Q3 2022
- Total value
- $100.6B
- −$8.33B (−7.6%) vs. Q3 2022
- New holders
- 282
- 982 more added
- Sold out
- 228
- 1,495 more reduced
64 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Monograph Wealth Advisors, LLC | 6,123 | $532.0K | 0.14% | +1,944+46.5% | Added |
| Stansberry Asset Management, LLC | 6,129 | $532.5K | 0.11% | −116,883−95.0% | Reduced |
| Phocas Financial Corp. | 6,132 | $532.7K | 0.08% | −895−12.7% | Reduced |
| Aire Advisors, LLC | 6,137 | $533.2K | 0.16% | −242−3.8% | Reduced |
| Crawford Investment Counsel Inc | 6,144 | $533.8K | 0.01% | −3,745−37.9% | Reduced |
| Hall Capital Management Co Inc | 6,150 | $534.3K | 0.32% | −3,613−37.0% | Reduced |
| WNY Asset Management, LLC | 6,158 | $535.0K | 0.14% | −759−11.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 6,159 | $535.1K | 0.07% | −379−5.8% | Reduced |
| Blue Edge Capital, LLC | 6,170 | $536.1K | 0.12% | −12,647−67.2% | Reduced |
| Beaumont Asset Management, L.L.C. | 6,178 | $536.7K | 0.39% | +6,178 | New |
| First Pacific Financial | 6,179 | $536.8K | 0.26% | +338+5.8% | Added |
| Pittenger & Anderson Inc | 6,186 | $537.4K | 0.03% | −217−3.4% | Reduced |
| Detalus Advisors, LLC | 6,189 | $537.7K | 0.26% | −643−9.4% | Reduced |
| Delta Investment Management, LLC | 6,194 | $538.1K | 0.17% | +195+3.3% | Added |
| Navalign, LLC | 6,204 | $539.0K | 0.22% | −1,641−20.9% | Reduced |
| Keeley-Teton Advisors, LLC | 6,216 | $540.1K | 0.07% | 00.0% | Unchanged |
| Curi Capital | 6,242 | $542.3K | 0.08% | −782−11.1% | Reduced |
| Intrua Financial, LLC | 5,474 | $542.4K | 0.13% | −855−13.5% | Reduced |
| Trustcore Financial Services, LLC | 6,253 | $543.3K | 0.05% | −1,099−14.9% | Reduced |
| S.E.E.D. Planning Group LLC | 6,273 | $545.0K | 0.24% | +6,273 | New |
| Retirement Planning Co of New England, Inc. | 6,286 | $546.1K | 0.36% | −412−6.2% | Reduced |
| Diversified, LLC | 6,300 | $547.4K | 0.22% | +1,631+34.9% | Added |
| Pacific Sun Financial Corp | 6,317 | $548.8K | 0.39% | +297+4.9% | Added |
| Avenir Corp | 6,320 | $549.1K | 0.06% | −57−0.9% | Reduced |
| Viewpoint Capital Management LLC | 6,334 | $550.3K | 0.53% | +250+4.1% | Added |
| Breakwater Capital Group | 6,336 | $550.5K | 0.29% | +6,336 | New |
| Smallwood Wealth Investment Management, LLC | 6,343 | $551.1K | 0.47% | −23−0.4% | Reduced |
| Hohimer Wealth Management, LLC | 6,344 | $551.2K | 0.18% | +6,344 | New |
| NCM Capital Management, LLC | 6,357 | $552.0K | 0.36% | +1,647+35.0% | Added |
| Summit Financial Strategies, Inc. | 6,380 | $554.3K | 0.12% | +41+0.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 6,388 | $555.0K | 0.41% | −1,840−22.4% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 6,406 | $556.6K | 0.53% | +6,406 | New |
| Eclectic Associates Inc | 6,408 | $556.7K | 0.27% | +688+12.0% | Added |
| Davis Investment Partners, LLC | 5,170 | $556.9K | 0.28% | +5,170 | New |
| Accretive Wealth Partners, LLC | 6,416 | $557.5K | 0.38% | +211+3.4% | Added |
| SNS Financial Group, LLC | 6,420 | $557.8K | 0.08% | −273−4.1% | Reduced |
| Berkeley Capital Partners, LLC | 6,421 | $557.9K | 0.22% | +291+4.7% | Added |
| Gleason Group, Inc. | 6,428 | $558.4K | 0.18% | −1,821−22.1% | Reduced |
| Twin Lakes Capital Management, LLC | 6,435 | $559.1K | 0.43% | −2,921−31.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 10,347 | $559.3K | 0.28% | +10,347 | New |
| SG Americas Securities, LLC | 6,451 | $560.0K | 0.01% | −140,127−95.6% | Reduced |
| Hemington Wealth Management | 6,448 | $560.0K | 0.24% | −689−9.7% | Reduced |
| Ellevest, Inc. | 6,447 | $560.1K | 0.05% | −1,328−17.1% | Reduced |
| Financial Partners Capital Management LLC | 6,456 | $560.9K | 0.12% | −1,082−14.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,463 | $561.5K | 0.08% | −352−5.2% | Reduced |
| Morton Capital Management LLC | 6,471 | $562.2K | 0.22% | +235+3.8% | Added |
| LGL Partners, LLC | 6,477 | $562.7K | 0.10% | −877−11.9% | Reduced |
| Vanguard Capital Wealth Advisors | 6,484 | $563.3K | 0.65% | −1,509−18.9% | Reduced |
| Cornerstone National Bank & Trust Co | 6,491 | $563.9K | 0.31% | +43+0.7% | Added |
| Excalibur Management Corp | 6,496 | $564.4K | 0.29% | −1,645−20.2% | Reduced |
| KG&L Capital Management,LLC | 6,497 | $564.5K | 0.33% | −1,361−17.3% | Reduced |
| Ledyard National Bank | 6,504 | $565.1K | 0.07% | −618−8.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,519 | $566.4K | 0.25% | −941−12.6% | Reduced |
| Jarislowsky, Fraser Ltd | 6,530 | $567.3K | 0.00% | −74−1.1% | Reduced |
| Oxford Financial Group Ltd | 6,535 | $567.8K | 0.07% | +1,780+37.4% | Added |
| Independent Solutions Wealth Management, LLC | 6,547 | $568.8K | 0.17% | −1,476−18.4% | Reduced |
| Barton Investment Management | 6,554 | $569.4K | 0.11% | +675+11.5% | Added |
| Harvest Volatility Management LLC | 6,564 | $570.3K | 0.12% | −1,312−16.7% | Reduced |
| Sheets Smith Wealth Management | 6,564 | $570.3K | 0.09% | −226−3.3% | Reduced |
| Alps Advisors Inc | 6,577 | $571.4K | 0.01% | −518−7.3% | Reduced |
| Cape Ann Savings Bank | 6,581 | $571.8K | 0.42% | −58−0.9% | Reduced |
| Optas, LLC | 6,588 | $572.4K | 0.24% | −1,072−14.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 6,588 | $572.4K | 0.41% | −795−10.8% | Reduced |
| Prosperity Consulting Group, LLC | 6,588 | $572.4K | 0.38% | +111+1.7% | Added |
| Formidable Asset Management, LLC | 6,616 | $575.0K | 0.13% | −242−3.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 6,619 | $575.0K | 0.41% | −345−5.0% | Reduced |
| Vicus Capital | 6,629 | $575.9K | 0.07% | −1,185−15.2% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 6,631 | $576.1K | 0.22% | +125+1.9% | Added |
| Forza Wealth Management, LLC | 6,674 | $579.8K | 0.38% | +6,674 | New |
| Rosenbaum Jay D. | 6,682 | $580.5K | 1.25% | +548+8.9% | Added |
| Echo Street Capital Management LLC | 6,689 | $581.1K | 0.01% | −2,523−27.4% | Reduced |
| GW Henssler & Associates Ltd | 6,692 | $581.4K | 0.04% | −1,428−17.6% | Reduced |
| Cribstone Capital Management, LLC | 6,694 | $581.6K | 0.34% | +1,721+34.6% | Added |
| Verdence Capital Advisors LLC | 6,713 | $583.2K | 0.07% | −564−7.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,715 | $583.4K | 0.28% | +469+7.5% | Added |
| Hexagon Capital Partners LLC | 6,723 | $584.1K | 0.17% | −1,155−14.7% | Reduced |
| Amplius Wealth Advisors, LLC | 6,726 | $584.4K | 0.09% | +230+3.5% | Added |
| Compton Capital Management Inc | 6,732 | $585.0K | 0.42% | −999−12.9% | Reduced |
| Trustmark National Bank Trust Department | 6,744 | $585.9K | 0.05% | −881−11.6% | Reduced |
| Hollencrest Capital Management | 6,744 | $585.9K | 0.07% | −498−6.9% | Reduced |
| Hardy Reed LLC | 6,776 | $588.7K | 0.11% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,779 | $589.0K | 0.09% | −8−0.1% | Reduced |
| Comerica Securities,inc. | 6,785 | $589.5K | 0.04% | −6,165−47.6% | Reduced |
| Hendley & Co Inc | 6,797 | $591.0K | 0.26% | −50−0.7% | Reduced |
| Citizens & Northern Corp | 6,810 | $591.7K | 0.24% | +77+1.1% | Added |
| PBMares Wealth Management LLC | 6,830 | $593.4K | 0.24% | −776−10.2% | Reduced |
| Equitable Trust Co | 6,836 | $593.9K | 0.05% | −1,601−19.0% | Reduced |
| King Wealth | 6,870 | $597.0K | 0.14% | −1,347−16.4% | Reduced |
| Peoples Financial Services Corp. | 6,886 | $598.3K | 0.28% | −100−1.4% | Reduced |
| Castle Rock Wealth Management, LLC | 5,464 | $599.8K | 0.27% | −263−4.6% | Reduced |
| ProVise Management Group, LLC | 6,909 | $600.3K | 0.06% | +190+2.8% | Added |
| Lake Street Financial LLC | 6,920 | $601.2K | 0.12% | −2,911−29.6% | Reduced |
| SkyOak Wealth, LLC | 6,924 | $601.6K | 0.20% | +521+8.1% | Added |
| Weaver Consulting Group | 6,959 | $604.6K | 0.31% | −935−11.8% | Reduced |
| AM Squared Ltd | 7,000 | $608.2K | 0.40% | +7,000 | New |
| Roman Butler Fullerton & Co | 6,123 | $611.7K | 0.32% | −1,431−18.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 7,042 | $611.8K | 0.05% | +374+5.6% | Added |
| WealthTrust Axiom LLC | 7,051 | $612.6K | 0.21% | −500−6.6% | Reduced |
| Peterson Financial Group, Inc. | 7,052 | $612.8K | 0.81% | −3,929−35.8% | Reduced |
| DeDora Capital, Inc. | 7,078 | $615.0K | 0.29% | +126+1.8% | Added |