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 |
|---|---|---|---|---|---|
| O'Dell Group, LLC | 8,060 | $700.3K | 0.25% | +797+11.0% | Added |
| Vigilant Capital Management, LLC | 8,081 | $702.0K | 0.06% | −33−0.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 8,089 | $702.8K | 0.06% | −33−0.4% | Reduced |
| Summit Trail Advisors, LLC | 8,098 | $703.5K | 0.03% | −150−1.8% | Reduced |
| Old Port Advisors | 8,110 | $704.6K | 0.27% | −295−3.5% | Reduced |
| Semmax Financial Advisors Inc. | 7,055 | $705.0K | 0.28% | +3,346+90.2% | Added |
| Prosperity Financial Group, Inc. | 8,117 | $705.2K | 0.76% | +8,117 | New |
| 626 Financial, LLC | 8,122 | $705.6K | 0.49% | −5,408−40.0% | Reduced |
| BBR Partners, LLC | 8,122 | $705.6K | 0.08% | −4,024−33.1% | Reduced |
| Mather Group, LLC. | 8,133 | $706.6K | 0.01% | −444−5.2% | Reduced |
| Am Investment Strategies LLC | 8,135 | $707.0K | 0.25% | +4,994+159.0% | Added |
| Grandview Asset Management LLC | 8,152 | $708.0K | 0.44% | −785−8.8% | Reduced |
| Quent Capital, LLC | 8,155 | $708.6K | 0.13% | +766+10.4% | Added |
| Mainstay Capital Management LLC | 8,157 | $708.7K | 0.16% | −310−3.7% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 8,200 | $712.0K | 0.51% | −14,300−63.6% | Reduced |
| Valley National Advisers Inc | 7,403 | $713.0K | 0.13% | −332−4.3% | Reduced |
| Meitav Dash Investments Ltd | 8,232 | $713.1K | 0.01% | −40,673−83.2% | Reduced |
| F3Logic, LLC | 8,247 | $716.5K | 0.15% | +956+13.1% | Added |
| Gallagher Benefit Services, Inc. | 8,247 | $716.5K | 0.15% | +8,247 | New |
| Waterfront Wealth Inc. | 6,542 | $716.6K | 0.25% | −1,350−17.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,260 | $717.6K | 0.49% | +1,793+27.7% | Added |
| Hayek Kallen Investment Management | 8,285 | $720.0K | 0.33% | +40+0.5% | Added |
| Dudley Capital Management, LLC | 8,301 | $721.2K | 0.53% | +8,301 | New |
| Stiles Financial Services Inc | 8,326 | $723.4K | 0.41% | −348−4.0% | Reduced |
| Blueshift Asset Management, LLC | 8,336 | $724.2K | 0.34% | +1,553+22.9% | Added |
| United Bank | 8,349 | $725.4K | 0.45% | −1,150−12.1% | Reduced |
| Keystone Wealth Services, LLC | 8,349 | $725.4K | 0.32% | −293−3.4% | Reduced |
| Tilt Investment Management Holdings, PBC | 8,353 | $725.7K | 0.62% | +8,353 | New |
| Apriem Advisors | 8,365 | $726.8K | 0.13% | −1,816−17.8% | Reduced |
| ERn Financial, LLC | 8,377 | $727.8K | 0.17% | +443+5.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8,403 | $730.1K | 0.04% | 00.0% | Unchanged |
| Willner & Heller, LLC | 8,425 | $731.9K | 1.04% | +169+2.0% | Added |
| Avalon Investment & Advisory | 8,424 | $732.0K | 0.02% | −411−4.7% | Reduced |
| HF Advisory Group, LLC | 8,466 | $735.5K | 0.74% | +8,466 | New |
| First National Bank Sioux Falls | 8,468 | $735.7K | 0.53% | +3,858+83.7% | Added |
| Trust Investment Advisors | 8,472 | $736.0K | 0.69% | −4,186−33.1% | Reduced |
| AlphaQ Advisors LLC | 8,474 | $736.2K | 0.64% | +8,474 | New |
| TLWM | 8,485 | $737.2K | 0.27% | +8,485 | New |
| Strong Tower Advisory Services | 8,494 | $738.0K | 0.44% | +25+0.3% | Added |
| Alliance Wealth Advisors, LLC | 8,495 | $738.1K | 0.33% | +8,495 | New |
| Neo Ivy Capital Management | 8,526 | $741.0K | 0.50% | +8,526 | New |
| Angeles Wealth Management, LLC | 8,535 | $741.5K | 0.13% | −202−2.3% | Reduced |
| Nicolet Bankshares Inc | 10,153 | $741.7K | 0.26% | −1,635−13.9% | Reduced |
| Wolf Group Capital Advisors | 8,551 | $742.9K | 0.35% | −36−0.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 8,552 | $743.0K | 0.05% | +3,185+59.3% | Added |
| Central Bank & Trust Co | 8,558 | $743.5K | 0.14% | +127+1.5% | Added |
| Calton & Associates, Inc. | 8,559 | $743.6K | 0.29% | +5,715+200.9% | Added |
| Camden Capital, LLC | 8,562 | $743.9K | 0.12% | +252+3.0% | Added |
| Renasant Bank | 8,567 | $744.3K | 0.56% | +981+12.9% | Added |
| Argent Advisors, Inc. | 8,567 | $744.3K | 0.39% | −164−1.9% | Reduced |
| Investment House LLC | 8,578 | $745.3K | 0.07% | −55−0.6% | Reduced |
| Biltmore Family Office, LLC | 8,583 | $745.7K | 0.15% | +666+8.4% | Added |
| Aberdeen Wealth Management LLC | 8,604 | $747.5K | 0.56% | −50−0.6% | Reduced |
| Dash Acquisitions Inc. | 8,605 | $747.6K | 0.39% | −607−6.6% | Reduced |
| Finer Wealth Management, Inc. | 8,637 | $750.4K | 0.70% | −2,821−24.6% | Reduced |
| First Command Bank | 8,640 | $751.0K | 0.10% | −807−8.5% | Reduced |
| First Command Financial Services, Inc. | 8,640 | $751.0K | 0.10% | −807−8.5% | Reduced |
| Investors Research Corp | 8,651 | $751.6K | 0.20% | +1,225+16.5% | Added |
| One River Asset Management, LLC | 8,636 | $752.9K | 0.52% | +8,636 | New |
| Broderick Brian C | 8,677 | $753.9K | 0.22% | −43,503−83.4% | Reduced |
| Garden State Investment Advisory Services LLC | 8,685 | $754.7K | 0.45% | +8,685 | New |
| Arbor Capital Management Inc | 8,530 | $755.0K | 0.67% | −8−0.1% | Reduced |
| Accredited Investors Inc. | 8,692 | $755.1K | 0.06% | +578+7.1% | Added |
| Indiana Trust & Investment Management CO | 8,698 | $756.0K | 0.43% | −876−9.1% | Reduced |
| Summit Global Investments | 8,761 | $761.0K | 0.06% | +5,565+174.1% | Added |
| Pflug Koory, LLC | 8,765 | $762.0K | 0.42% | −176−2.0% | Reduced |
| Grove Bank & Trust | 8,781 | $763.0K | 0.17% | −7,277−45.3% | Reduced |
| Gradient Investments LLC | 8,784 | $763.2K | 0.02% | −128−1.4% | Reduced |
| Beacon Financial Group | 8,708 | $764.0K | 0.10% | −5,194−37.4% | Reduced |
| Zullo Investment Group, Inc. | 8,799 | $764.5K | 0.47% | +142+1.6% | Added |
| IVC Wealth Advisors LLC | 8,813 | $765.7K | 0.56% | −269−3.0% | Reduced |
| Abacus Planning Group, Inc. | 8,819 | $766.2K | 0.21% | −2,025−18.7% | Reduced |
| Bridge Advisory, LLC | 8,825 | $766.7K | 0.32% | −67−0.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,827 | $766.9K | 0.04% | +8,827 | New |
| Vance Wealth, Inc. | 8,830 | $767.1K | 0.48% | +287+3.4% | Added |
| Aull & Monroe Investment Management Corp | 8,831 | $767.2K | 0.38% | −1,629−15.6% | Reduced |
| Providence Wealth Advisors, LLC | 8,362 | $768.9K | 0.57% | +305+3.8% | Added |
| Executive Wealth Management, LLC | 8,878 | $771.4K | 0.09% | +7,989+898.7% | Added |
| Resurgent Financial Advisors LLC | 8,896 | $772.9K | 0.41% | −1,225−12.1% | Reduced |
| LJI Wealth Management, LLC | 8,900 | $773.2K | 0.27% | +8,900 | New |
| US Asset Management LLC | 8,914 | $774.0K | 0.84% | +8,914 | New |
| RVW Wealth, LLC | 8,936 | $776.3K | 0.10% | −338−3.6% | Reduced |
| Peddock Capital Advisors, LLC | 8,936 | $776.4K | 0.30% | −1,799−16.8% | Reduced |
| Carr Financial Group Corp | 8,943 | $777.0K | 0.41% | +8,943 | New |
| Bank Pictet & Cie (Asia) Ltd | 8,972 | $779.5K | 0.28% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 8,986 | $780.7K | 0.07% | −1,719−16.1% | Reduced |
| Barbara Oil Co. | 9,000 | $781.9K | 0.37% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 9,000 | $782.0K | 0.39% | +3,500+63.6% | Added |
| Silverlake Wealth Management LLC | 9,025 | $784.1K | 0.49% | −82−0.9% | Reduced |
| Enterprise Bank & Trust Co | 9,028 | $784.4K | 0.37% | −4,938−35.4% | Reduced |
| Worth Financial Advisory Group, LLC | 9,035 | $785.0K | 0.91% | +9,035 | New |
| Apexium Financial, LP | 9,074 | $788.3K | 0.08% | −226−2.4% | Reduced |
| CoreFirst Bank & Trust | 9,088 | $789.6K | 0.60% | −1,576−14.8% | Reduced |
| White Pine Capital LLC | 9,091 | $789.8K | 0.31% | +723+8.6% | Added |
| Westwood Wealth Management | 9,100 | $790.6K | 0.95% | −290−3.1% | Reduced |
| Octavia Wealth Advisors, LLC | 9,110 | $791.5K | 0.20% | +117+1.3% | Added |
| Armstrong Henry H Associates Inc | 9,115 | $791.9K | 0.10% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 9,135 | $793.7K | 0.36% | −1,932−17.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 9,155 | $795.4K | 1.06% | −45−0.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 9,155 | $795.4K | 0.28% | −188−2.0% | Reduced |