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 |
|---|---|---|---|---|---|
| Legacy Bridge, LLC | 7,096 | $616.5K | 0.44% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 7,105 | $617.0K | 0.59% | +413+6.2% | Added |
| Pine Haven Investment Counsel, Inc | 7,103 | $617.1K | 0.68% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 6,587 | $618.6K | 0.25% | +2,029+44.5% | Added |
| St. Johns Investment Management Company, LLC | 7,134 | $619.8K | 0.37% | +197+2.8% | Added |
| WealthPlan Investment Management, LLC | 5,757 | $619.8K | 0.04% | +841+17.1% | Added |
| WealthPLAN Partners, LLC | 5,757 | $619.8K | 0.04% | +5,757 | New |
| Simon Quick Advisors, LLC | 7,141 | $620.4K | 0.07% | −147−2.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,143 | $621.0K | 0.22% | −152−2.1% | Reduced |
| Integrated Investment Consultants, LLC | 7,151 | $621.3K | 0.21% | −52−0.7% | Reduced |
| Bridgeworth, LLC | 7,152 | $621.4K | 0.10% | +33+0.5% | Added |
| Laffer Tengler Investments | 7,164 | $622.4K | 0.18% | −247−3.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 7,173 | $623.2K | 0.10% | +7,173 | New |
| Hall Private Wealth Advisors | 7,185 | $624.2K | 0.35% | −250−3.4% | Reduced |
| Kensington Investment Counsel, LLC | 7,191 | $624.8K | 0.49% | −424−5.6% | Reduced |
| First Community Trust NA | 7,193 | $625.0K | 0.73% | 00.0% | Unchanged |
| XR Securities LLC | 7,196 | $625.2K | 0.74% | −779−9.8% | Reduced |
| FLC Capital Advisors | 7,198 | $625.4K | 0.19% | −2,679−27.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 7,202 | $625.7K | 0.17% | +50+0.7% | Added |
| Live Oak Investment Partners | – | $629.0K | 0.58% | – | New |
| Bray Capital Advisors | 7,253 | $630.1K | 0.20% | −7,585−51.1% | Reduced |
| Dearborn Partners LLC | 7,260 | $630.7K | 0.03% | −1,524−17.3% | Reduced |
| Ardsley Advisory Partners LP | 7,250 | $630.8K | 0.16% | −15,800−68.5% | Reduced |
| Financial Management Network Inc | 6,862 | $631.2K | 0.28% | −468−6.4% | Reduced |
| Stockman Wealth Management, Inc. | 7,269 | $631.5K | 0.15% | −522−6.7% | Reduced |
| Landaas & Co | 7,270 | $632.0K | 0.35% | +255+3.6% | Added |
| FirstPurpose Wealth LLC | 7,286 | $633.0K | 0.35% | +26+0.4% | Added |
| Fairfield, Bush & Co. | 7,289 | $633.3K | 0.42% | −170−2.3% | Reduced |
| StrategIQ Financial Group, LLC | 7,309 | $635.0K | 0.07% | −280−3.7% | Reduced |
| Holderness Investments Co | 7,311 | $635.2K | 0.27% | −1,065−12.7% | Reduced |
| LaFleur & Godfrey LLC | 7,324 | $636.3K | 0.11% | −1,220−14.3% | Reduced |
| Manhattan West Asset Management, LLC | 7,335 | $637.3K | 0.33% | −1,354−15.6% | Reduced |
| 9258 Wealth Management, LLC | 7,354 | $638.9K | 0.14% | −1,037−12.4% | Reduced |
| American Money Management, LLC | 7,384 | $641.5K | 0.18% | −356−4.6% | Reduced |
| American Financial Advisors, LLC | 7,384 | $641.5K | 0.11% | +239+3.3% | Added |
| BCJ Capital Management, LLC | 7,403 | $643.2K | 0.06% | −508−6.4% | Reduced |
| Credential Qtrade Securities Inc. | 7,422 | $644.8K | 0.05% | +7,400+33,636.4% | Added |
| Goldstein Advisors, LLC | 7,421 | $645.0K | 0.16% | +7,421 | New |
| Sweet Financial Partners, LLC | 7,436 | $646.0K | 0.19% | +2,174+41.3% | Added |
| Soltis Investment Advisors LLC | 7,448 | $647.1K | 0.09% | +61+0.8% | Added |
| Acorn Financial Advisory Services Inc | 7,457 | $647.8K | 0.14% | +204+2.8% | Added |
| Arnhold LLC | 7,464 | $648.5K | 0.08% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 7,486 | $650.0K | 0.39% | −1,390−15.7% | Reduced |
| Tiedemann Advisors, LLC | 7,483 | $650.1K | 0.03% | +465+6.6% | Added |
| Secure Asset Management, LLC | 7,491 | $650.8K | 0.23% | +2,218+42.1% | Added |
| Community Bank & Trust, Waco, Texas | 7,494 | $651.0K | 0.21% | −11,121−59.7% | Reduced |
| Signature Wealth Management Partners, LLC | 7,496 | $651.3K | 0.64% | +197+2.7% | Added |
| Nikulski Financial, Inc. | 7,498 | $651.4K | 0.31% | −3,373−31.0% | Reduced |
| Saybrook Capital | 7,506 | $652.0K | 0.22% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 7,510 | $652.5K | 0.29% | −3,188−29.8% | Reduced |
| BCGM Wealth Management, LLC | 7,510 | $652.5K | 0.32% | +225+3.1% | Added |
| Dohj, LLC | 7,511 | $652.6K | 0.37% | +91+1.2% | Added |
| Sonnipe Ltd | 7,514 | $652.8K | 0.12% | +7,514 | New |
| Greenfield Savings Bank | 7,550 | $655.9K | 0.43% | −220−2.8% | Reduced |
| Clarity Wealth Advisors, LLC | 7,585 | $659.0K | 0.38% | +273+3.7% | Added |
| Alpine Woods Capital Investors, LLC | 7,600 | $660.0K | 0.10% | +3,388+80.4% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,608 | $661.0K | 0.33% | −49−0.6% | Reduced |
| Parisi Gray Wealth Management | 7,608 | $661.0K | 0.33% | −37−0.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 7,616 | $661.7K | 0.19% | −296−3.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 7,620 | $662.0K | 0.58% | +1,230+19.2% | Added |
| Milestone Asset Management, LLC | 6,277 | $663.4K | 0.39% | +6,277 | New |
| Proffitt & Goodson Inc | 7,659 | $665.4K | 0.14% | −45−0.6% | Reduced |
| PFG Advisors | 7,664 | $665.8K | 0.07% | +553+7.8% | Added |
| Baldwin Investment Management, LLC | 7,671 | $666.5K | 0.12% | +925+13.7% | Added |
| Marino, Stram & Associates LLC | 7,675 | $666.8K | 0.21% | −218−2.8% | Reduced |
| Delaney Dennis R | 7,705 | $669.4K | 0.60% | −10,186−56.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,726 | $671.0K | 0.59% | −601−7.2% | Reduced |
| Colony Family Offices, LLC | 7,726 | $671.2K | 0.28% | 00.0% | Unchanged |
| Patten Group, Inc. | 7,732 | $671.8K | 0.21% | −5,780−42.8% | Reduced |
| Boston Common Asset Management, LLC | 7,735 | $672.0K | 0.03% | +99+1.3% | Added |
| Tectonic Advisors LLC | 7,753 | $673.6K | 0.10% | −1,942−20.0% | Reduced |
| RMR Wealth Builders | 7,761 | $674.3K | 0.15% | +624+8.7% | Added |
| Marietta Investment Partners LLC | 7,780 | $675.9K | 0.19% | −10,888−58.3% | Reduced |
| Chatham Capital Group, Inc. | 7,781 | $676.0K | 0.16% | −225−2.8% | Reduced |
| First County Bank | 7,802 | $677.8K | 0.33% | +7,802 | New |
| TFG Advisers LLC | 7,815 | $678.9K | 0.35% | −2,120−21.3% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 7,839 | $681.1K | 0.95% | −52−0.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7,851 | $682.1K | 0.16% | −331−4.0% | Reduced |
| DB Fitzpatrick & Co, Inc | 7,855 | $682.4K | 0.78% | −3,932−33.4% | Reduced |
| Chicago Partners Investment Group LLC | 6,117 | $682.9K | 0.04% | −636−9.4% | Reduced |
| Canvas Wealth Advisors, LLC | 6,900 | $683.4K | 0.29% | −3,548−34.0% | Reduced |
| Schulhoff & Co Inc | 7,871 | $683.8K | 0.31% | −300−3.7% | Reduced |
| Tompkins Financial Corp | 7,866 | $684.0K | 0.11% | −1,002−11.3% | Reduced |
| Rocky Mountain Advisers, LLC | 7,876 | $684.0K | 0.38% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 7,880 | $684.6K | 0.05% | −4,937−38.5% | Reduced |
| West Paces Advisors Inc. | 7,882 | $684.8K | 0.22% | +355+4.7% | Added |
| Corundum Group, Inc. | 7,892 | $686.0K | 0.39% | +53+0.7% | Added |
| Fox Run Management, L.L.C. | 7,902 | $686.5K | 0.28% | +7,902 | New |
| James Investment Research Inc | 7,906 | $687.0K | 0.10% | −1,734−18.0% | Reduced |
| Global Trust Asset Management, LLC | 7,925 | $688.5K | 0.35% | −4,161−34.4% | Reduced |
| NovaPoint Capital, LLC | 7,947 | $690.4K | 0.30% | −6,245−44.0% | Reduced |
| Chicago Capital, LLC | 7,949 | $690.6K | 0.04% | −535−6.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,971 | $692.5K | 0.53% | −221−2.7% | Reduced |
| Delta Capital Management LLC | 8,000 | $695.0K | 0.51% | −2,340−22.6% | Reduced |
| Waycross Partners, LLC | 8,000 | $695.0K | 0.25% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 8,001 | $695.1K | 0.06% | −271−3.3% | Reduced |
| Congress Wealth Management LLC | 8,005 | $695.5K | 0.02% | +857+12.0% | Added |
| Beacon Investment Advisors LLC | 8,010 | $695.9K | 0.58% | +8,010 | New |
| Strategic Wealth Partners, Ltd. | 8,027 | $697.4K | 0.13% | +493+6.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,053 | $699.6K | 0.12% | −5,055−38.6% | Reduced |