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
- 2,995
- +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
- 1,494 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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 9,183 | $797.8K | 0.11% | −302−3.2% | Reduced |
| Schechter Investment Advisors, LLC | 9,215 | $800.6K | 0.07% | −10,139−52.4% | Reduced |
| Kozak & Associates, Inc. | 9,228 | $802.0K | 0.40% | −10−0.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 9,255 | $804.1K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 9,276 | $805.7K | 0.13% | −142−1.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9,287 | $806.9K | 0.16% | −5−0.1% | Reduced |
| Viawealth, LLC | 8,518 | $807.3K | 0.66% | +8,518 | New |
| WESCAP Management Group, Inc. | 9,292 | $807.3K | 0.28% | −696−7.0% | Reduced |
| Daymark Wealth Partners, LLC | 9,314 | $809.2K | 0.14% | +9,314 | New |
| Buckingham Strategic Partners | 9,318 | $809.6K | 0.06% | −2,219−19.2% | Reduced |
| Nadler Financial Group, Inc. | 9,328 | $810.4K | 0.14% | +123+1.3% | Added |
| Piscataqua Savings Bank | 9,332 | $810.7K | 0.68% | −44−0.5% | Reduced |
| Cypress Wealth Services, LLC | 9,343 | $811.8K | 0.26% | −594−6.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 9,347 | $812.1K | 0.33% | +9,347 | New |
| Highline Wealth Partners LLC | 9,350 | $812.3K | 0.60% | −11−0.1% | Reduced |
| Covey Capital Advisors, LLC | 9,364 | $813.5K | 1.33% | −5,622−37.5% | Reduced |
| RSM US Wealth Management LLC | 9,359 | $814.9K | 0.04% | +1,028+12.3% | Added |
| Warther Private Wealth, LLC | 9,385 | $815.4K | 0.61% | −2,152−18.7% | Reduced |
| Mystic Asset Management, Inc. | 9,388 | $815.6K | 0.46% | −1,151−10.9% | Reduced |
| Park Place Capital Corp | 9,406 | $817.0K | 0.23% | +9,406 | New |
| Monterey Private Wealth, Inc. | 9,415 | $818.0K | 0.44% | −285−2.9% | Reduced |
| Abundance Wealth Counselors | 9,434 | $820.0K | 0.22% | −910−8.8% | Reduced |
| IFG Advisory, LLC | 9,480 | $823.0K | 0.08% | −3,882−29.1% | Reduced |
| Salvus Wealth Management, LLC | 9,516 | $826.7K | 0.76% | −586−5.8% | Reduced |
| Mizuho Securities Co. Ltd. | 9,520 | $827.1K | 2.30% | −562−5.6% | Reduced |
| Archer Investment Corp | 9,546 | $829.4K | 0.32% | −210−2.2% | Reduced |
| Stableford Capital II LLC | 8,758 | $830.0K | 0.45% | +1,006+13.0% | Added |
| ZWJ Investment Counsel Inc | 9,608 | $834.8K | 0.05% | +150+1.6% | Added |
| Garrison Point Advisors, LLC | 9,633 | $836.9K | 0.68% | −60−0.6% | Reduced |
| Financial Architects, Inc | 9,661 | $839.4K | 0.14% | −1,132−10.5% | Reduced |
| Alta Wealth Advisors LLC | 9,676 | $840.7K | 0.57% | −672−6.5% | Reduced |
| Old Mission Investment Co LLC | 9,677 | $840.7K | 0.36% | +268+2.8% | Added |
| Grimes & Company, Inc. | 9,702 | $842.9K | 0.04% | −244−2.5% | Reduced |
| Investment Partners, Ltd. | 9,728 | $845.2K | 0.45% | −10,409−51.7% | Reduced |
| Millennium Capital Advisors, LLC | 9,729 | $845.3K | 0.85% | −25−0.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 9,734 | $845.7K | 0.28% | −1,532−13.6% | Reduced |
| Strategic Blueprint, LLC | 9,736 | $845.8K | 0.10% | +104+1.1% | Added |
| Thoroughbred Financial Services, LLC | 9,754 | $847.0K | 0.14% | −497−4.8% | Reduced |
| Van Hulzen Asset Management, LLC | 9,754 | $847.0K | 0.10% | −117−1.2% | Reduced |
| Tobam | 9,746 | $847.0K | 0.06% | +371+4.0% | Added |
| Bank of New Hampshire | 9,839 | $855.0K | 0.26% | −1,170−10.6% | Reduced |
| Old Point Trust & Financial Services N A | 9,888 | $859.1K | 0.40% | −746−7.0% | Reduced |
| Warren Averett Asset Management, LLC | 9,911 | $861.1K | 0.05% | +738+8.0% | Added |
| Balentine LLC | 9,930 | $862.7K | 0.03% | −13,125−56.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 9,941 | $863.7K | 0.53% | −1,700−14.6% | Reduced |
| Jessup Wealth Management, Inc | 9,953 | $864.7K | 0.55% | +9,953 | New |
| Clal Insurance Enterprises Holdings Ltd | 10,000 | $869.0K | 0.01% | +10,000 | New |
| Hartline Investment Corp | 10,008 | $869.5K | 0.20% | +4,646+86.6% | Added |
| Great Diamond Partners, LLC | 10,012 | $869.8K | 0.27% | −489−4.7% | Reduced |
| Intellectus Partners, LLC | 10,051 | $873.2K | 0.30% | +2,007+25.0% | Added |
| MONECO Advisors, LLC | 10,057 | $873.7K | 0.32% | +501+5.2% | Added |
| ARS Wealth Advisors Group, LLC | 10,065 | $874.4K | 0.14% | −5,647−35.9% | Reduced |
| Archford Capital Strategies, LLC | 10,075 | $875.3K | 0.20% | +3,081+44.1% | Added |
| Absher Wealth Management, LLC | 10,087 | $876.4K | 0.16% | −511−4.8% | Reduced |
| Clear Creek Financial Management, LLC | 10,088 | $876.5K | 0.19% | −446−4.2% | Reduced |
| Guardian Wealth Management, Inc. | 10,130 | $880.1K | 0.87% | −1,382−12.0% | Reduced |
| Agate Pass Investment Management, LLC | 10,183 | $884.7K | 0.63% | −993−8.9% | Reduced |
| Capital Advisors Inc | 10,196 | $885.8K | 0.03% | +267+2.7% | Added |
| Ausdal Financial Partners, Inc. | 10,229 | $888.7K | 0.13% | +320+3.2% | Added |
| Chemung Canal Trust Co | 10,224 | $889.0K | 0.20% | −3,951−27.9% | Reduced |
| Symmetry Partners, LLC | 10,231 | $889.0K | 0.05% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 10,237 | $889.4K | 0.12% | −1,153−10.1% | Reduced |
| Samalin Investment Counsel, LLC | 10,242 | $889.9K | 0.56% | −1,207−10.5% | Reduced |
| Point72 Middle East FZE | 10,257 | $891.1K | 0.07% | +10,257 | New |
| EFG Asset Management (North America) Corp. | 10,231 | $891.9K | 0.20% | −200−1.9% | Reduced |
| NewEdge Wealth, LLC | 10,274 | $892.6K | 0.04% | +319+3.2% | Added |
| Sentry Investment Management LLC | 10,284 | $893.0K | 0.39% | −2,828−21.6% | Reduced |
| Sunbelt Securities, Inc. | 10,283 | $893.4K | 0.17% | +6,107+146.2% | Added |
| Columbia Trust Co 01012016 | 10,288 | $893.8K | 0.50% | −917−8.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 10,294 | $894.3K | 0.65% | +10,294 | New |
| Palumbo Wealth Management LLC | 10,315 | $896.2K | 0.71% | −1,117−9.8% | Reduced |
| TriaGen Wealth Management LLC | 10,361 | $900.2K | 0.50% | +205+2.0% | Added |
| Legato Capital Management LLC | 10,390 | $902.7K | 0.17% | +10,390 | New |
| XML Financial, LLC | 10,392 | $902.9K | 0.11% | −5,930−36.3% | Reduced |
| Lumature Wealth Partners, LLC | 10,394 | $903.0K | 0.50% | −1,145−9.9% | Reduced |
| Intact Investment Management Inc. | 10,400 | $903.6K | 0.04% | +700+7.2% | Added |
| Cyndeo Wealth Partners, LLC | 10,435 | $906.6K | 0.11% | +10,435 | New |
| Eaton Financial Holdings Company, LLC | 10,445 | $907.5K | 0.78% | +10,445 | New |
| Benedetti & Gucer, Inc. | 10,531 | $915.0K | 0.67% | +200+1.9% | Added |
| Endurance Wealth Management, Inc. | 10,549 | $916.0K | 0.14% | −5,153−32.8% | Reduced |
| Private Wealth Advisors | 10,567 | $918.1K | 0.39% | −5,358−33.6% | Reduced |
| Valley Brook Capital Group | 10,589 | $919.9K | 0.88% | −909−7.9% | Reduced |
| Widmann Financial Services, Inc. | 10,598 | $920.7K | 0.96% | +10.0% | Added |
| Mechanics Financial Corp | 10,606 | $921.0K | 0.55% | −57−0.5% | Reduced |
| Chesapeake Wealth Management | 10,616 | $922.3K | 0.40% | −137−1.3% | Reduced |
| Acropolis Investment Management, LLC | 10,637 | $924.2K | 0.08% | +37+0.3% | Added |
| Adviser Investments LLC | 9,595 | $924.3K | 0.02% | +163+1.7% | Added |
| Bridgefront Capital, LLC | 10,640 | $924.4K | 0.64% | +10,640 | New |
| Wills Financial Group, Inc. | 10,642 | $924.6K | 0.53% | −2,958−21.8% | Reduced |
| Modera Wealth Management, LLC | 10,649 | $925.2K | 0.04% | −301−2.7% | Reduced |
| Oakworth Capital, Inc. | 10,651 | $925.4K | 0.09% | −22−0.2% | Reduced |
| Baldwin Brothers Inc | 10,692 | $928.9K | 0.08% | −1,287−10.7% | Reduced |
| Successful Portfolios LLC | 10,722 | $932.0K | 0.61% | +165+1.6% | Added |
| Vista Investment Management | 10,752 | $934.1K | 0.53% | +210+2.0% | Added |
| Forte Capital LLC | 10,756 | $934.5K | 0.16% | −83−0.8% | Reduced |
| Intrust Bank NA | 10,799 | $938.2K | 0.13% | −5,197−32.5% | Reduced |
| Eqis Capital Management, Inc. | 10,804 | $938.6K | 0.11% | −719−6.2% | Reduced |
| Aries Wealth Management | 10,896 | $946.6K | 0.41% | +210+2.0% | Added |
| Burke & Herbert Bank & Trust Co | 10,910 | $947.0K | 0.70% | −134−1.2% | Reduced |
| Matrix Private Capital Group LLC | 10,921 | $948.8K | 0.62% | −231−2.1% | Reduced |