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 |
|---|---|---|---|---|---|
| Synergy Financial Group, LTD | 10,933 | $949.9K | 1.88% | −1,786−14.0% | Reduced |
| Prelude Capital Management, LLC | 10,940 | $950.5K | 0.06% | +7,511+219.0% | Added |
| First United Bank Trust | 10,954 | $951.6K | 0.46% | −702−6.0% | Reduced |
| Certified Advisory Corp | 10,973 | $953.4K | 0.19% | +310+2.9% | Added |
| MGO Private Wealth, LLC | 10,989 | $954.7K | 0.44% | −644−5.5% | Reduced |
| Balboa Wealth Partners | 11,001 | $955.8K | 0.43% | −1,113−9.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 11,003 | $956.0K | 0.92% | +106+1.0% | Added |
| David Loasby | 9,927 | $956.3K | 0.13% | +574+6.1% | Added |
| Bremer Bank National Association | 11,012 | $957.0K | 0.18% | +966+9.6% | Added |
| Summit Financial, LLC | 11,023 | $957.7K | 0.09% | −44−0.4% | Reduced |
| McDonough Capital Management, Inc | 11,104 | $964.4K | 1.12% | −2,125−16.1% | Reduced |
| Moloney Securities Asset Management, LLC | 11,110 | $965.2K | 0.21% | −1,313−10.6% | Reduced |
| NorthRock Partners, LLC | 11,116 | $965.8K | 0.11% | −5,068−31.3% | Reduced |
| Montis Financial, LLC | 11,127 | $966.7K | 0.82% | −12,331−52.6% | Reduced |
| Essex Savings Bank | 11,127 | $966.7K | 0.34% | −443−3.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,149 | $968.6K | 0.26% | −1,008−8.3% | Reduced |
| Kapstone Financial Advisors LLC | 8,571 | $970.4K | 0.88% | +8,571 | New |
| Founders Financial Alliance, LLC | 11,181 | $971.4K | 0.45% | −2,462−18.0% | Reduced |
| Coastal Bridge Advisors, LLC | 11,185 | $971.8K | 0.28% | +1,336+13.6% | Added |
| Confluence Wealth Services, Inc. | 11,211 | $974.0K | 0.25% | −6,159−35.5% | Reduced |
| Cooper Financial Group | 11,212 | $974.1K | 0.30% | −445−3.8% | Reduced |
| Bank of Stockton | 11,227 | $975.0K | 0.34% | −1,033−8.4% | Reduced |
| Golden Green, Inc. | 11,295 | $981.3K | 1.01% | +7,651+210.0% | Added |
| Shepherd Financial Partners LLC | 11,309 | $982.5K | 0.18% | −3,053−21.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 11,355 | $986.0K | 1.30% | −564−4.7% | Reduced |
| Cascade Investment Advisors, Inc. | 11,353 | $986.3K | 0.82% | +880+8.4% | Added |
| Platform Technology Partners | 11,367 | $987.6K | 0.51% | −754−6.2% | Reduced |
| CWS Financial Advisors, LLC | 5,359 | $989.0K | 0.43% | −333−5.9% | Reduced |
| LBMC Investment Advisors, LLC | 11,393 | $989.8K | 0.10% | 00.0% | Unchanged |
| Bank of Hawaii | 11,398 | $990.3K | 0.06% | −1,419−11.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 97,390 | $993.9K | 0.47% | +95,144+4,236.2% | Added |
| Pinnacle Holdings, LLC | 11,442 | $994.0K | 0.44% | −1,618−12.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,442 | $994.1K | 0.08% | +1,507+15.2% | Added |
| Copperleaf Capital, LLC | 11,481 | $997.5K | 1.15% | +4,520+64.9% | Added |
| Acadian Asset Management LLC | 11,515 | $998.0K | 0.00% | −3,544−23.5% | Reduced |
| GYL Financial Synergies, LLC | 11,489 | $998.1K | 0.22% | +5,791+101.6% | Added |
| CenterBook Partners LP | 11,509 | $999.9K | 0.16% | +11,509 | New |
| Glassman Wealth Services | 11,518 | $1.00M | 0.18% | +123+1.1% | Added |
| MCF Advisors LLC | 11,519 | $1.00M | 0.10% | −79−0.7% | Reduced |
| JT Stratford LLC | 11,534 | $1.00M | 0.32% | +8,369+264.4% | Added |
| Claro Advisors LLC | 11,549 | $1.00M | 0.33% | +683+6.3% | Added |
| Manchester Capital Management LLC | 11,574 | $1.01M | 0.15% | +4,174+56.4% | Added |
| Outfitter Financial LLC | 11,575 | $1.01M | 0.91% | +130+1.1% | Added |
| Woodmont Investment Counsel LLC | 11,576 | $1.01M | 0.11% | −1,552−11.8% | Reduced |
| Buffington Mohr McNeal | 11,586 | $1.01M | 0.23% | −453−3.8% | Reduced |
| Uncommon Cents Investing LLC | 12,253 | $1.01M | 0.37% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 11,640 | $1.01M | 0.21% | −62−0.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,643 | $1.01M | 0.04% | −197−1.7% | Reduced |
| Zevenbergen Capital Investments LLC | 11,645 | $1.01M | 0.03% | +190+1.7% | Added |
| Icon Wealth Advisors, LLC | 11,678 | $1.01M | 0.12% | +20.0% | Added |
| Mayflower Financial Advisors, LLC | 11,693 | $1.02M | 0.14% | +1,000+9.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,697 | $1.02M | 0.08% | −204−1.7% | Reduced |
| Smith Anglin Financial, LLC | 11,737 | $1.02M | 0.19% | +156+1.3% | Added |
| ELCO Management Co., LLC | 11,743 | $1.02M | 0.77% | −1,182−9.1% | Reduced |
| Delta Financial Advisors LLC | 11,755 | $1.02M | 0.50% | −6,520−35.7% | Reduced |
| Omnia Family Wealth, LLC | 11,762 | $1.02M | 0.83% | +50.0% | Added |
| Wendell David Associates Inc | 11,773 | $1.02M | 0.13% | −2,530−17.7% | Reduced |
| Gables Capital Management Inc. | 11,786 | $1.02M | 0.74% | +5,115+76.7% | Added |
| HighTower Trust Services, LTA | 12,198 | $1.03M | 0.10% | +1,479+13.8% | Added |
| Southeast Asset Advisors Inc. | 11,823 | $1.03M | 0.16% | −1,150−8.9% | Reduced |
| Eads & Heald Wealth Management | 11,847 | $1.03M | 0.52% | −329−2.7% | Reduced |
| Leisure Capital Management | 11,861 | $1.03M | 0.53% | −993−7.7% | Reduced |
| Prudent Man Advisors, LLC | 11,881 | $1.03M | 0.42% | +1,126+10.5% | Added |
| AdvisorNet Financial, Inc | 11,889 | $1.03M | 0.10% | −4,984−29.5% | Reduced |
| Allred Capital Management, LLC | 11,891 | $1.03M | 0.57% | −51−0.4% | Reduced |
| Byrne Asset Management LLC | 11,963 | $1.04M | 0.75% | −1,045−8.0% | Reduced |
| Bank Ozk | 11,989 | $1.04M | 0.52% | −713−5.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,006 | $1.04M | 0.42% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 11,974 | $1.04M | 0.14% | +1,811+17.8% | Added |
| Pure Financial Advisors, Inc. | 12,034 | $1.05M | 0.05% | +1,247+11.6% | Added |
| SYSTM Wealth Solutions LLC | 12,041 | $1.05M | 0.13% | +12,041 | New |
| JFS Wealth Advisors, LLC | 12,064 | $1.05M | 0.10% | −1,133−8.6% | Reduced |
| Joseph P. Lucia & Associates, LLC | 12,156 | $1.06M | 0.79% | +1,091+9.9% | Added |
| StoneX Group Inc. | 12,205 | $1.06M | 0.13% | +3,936+47.6% | Added |
| Joseph Group Capital Management | 12,271 | $1.07M | 1.01% | −227−1.8% | Reduced |
| AXS Investments LLC | 12,280 | $1.07M | 0.38% | +2,367+23.9% | Added |
| Perfromance Wealth Partners, LLC | 12,344 | $1.07M | 0.06% | −826−6.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 12,361 | $1.07M | 0.58% | −7,854−38.9% | Reduced |
| Constitution Capital LLC | 12,380 | $1.08M | 0.66% | −24,405−66.3% | Reduced |
| Winton Group Ltd | 12,381 | $1.08M | 0.07% | +1,965+18.9% | Added |
| Optimum Investment Advisors | 12,384 | $1.08M | 0.58% | −935−7.0% | Reduced |
| TD Private Client Wealth LLC | 12,397 | $1.08M | 0.05% | −2,372−16.1% | Reduced |
| Harbor Investment Advisory, LLC | 12,406 | $1.08M | 0.17% | −10,019−44.7% | Reduced |
| Vident Investment Advisory, LLC | 12,429 | $1.08M | 0.04% | +2,330+23.1% | Added |
| Spears Abacus Advisors LLC | 12,470 | $1.08M | 0.10% | −273−2.1% | Reduced |
| First Commonwealth Financial Corp | 12,471 | $1.08M | 0.40% | +253+2.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 12,476 | $1.08M | 0.84% | −4,213−25.2% | Reduced |
| Clare Market Investments LLC | 12,506 | $1.09M | 0.51% | −1,034−7.6% | Reduced |
| Lederer & Associates Investment Counsel | 12,524 | $1.09M | 0.89% | −375−2.9% | Reduced |
| Tempus Wealth Planning, LLC | 12,559 | $1.09M | 0.66% | +61+0.5% | Added |
| Investment Research & Advisory Group, Inc. | 12,577 | $1.09M | 0.73% | −5,404−30.1% | Reduced |
| Atlas Private Wealth Management | 12,598 | $1.09M | 0.51% | +582+4.8% | Added |
| Naviter Wealth, LLC | 10,334 | $1.10M | 0.30% | +485+4.9% | Added |
| Peloton Wealth Strategists | 12,630 | $1.10M | 0.53% | −2,500−16.5% | Reduced |
| Founders Financial Securities LLC | 12,664 | $1.10M | 0.17% | −3,806−23.1% | Reduced |
| My Legacy Advisors, LLC | 9,939 | $1.10M | 0.47% | −324−3.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,678 | $1.10M | 0.05% | −742−5.5% | Reduced |
| BerganKDV Wealth Management, LLC | 12,715 | $1.10M | 0.12% | −954−7.0% | Reduced |
| Boston Trust Walden Corp | 12,734 | $1.11M | 0.01% | −22,701−64.1% | Reduced |
| Cypress Capital, LLC | 12,763 | $1.11M | 0.35% | −569−4.3% | Reduced |