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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 12,792 | $1.11M | 0.27% | −1,266−9.0% | Reduced |
| Private Trust Co NA | 12,810 | $1.11M | 0.17% | −3,560−21.7% | Reduced |
| Oxler Private Wealth LLC | 12,838 | $1.12M | 0.60% | −375−2.8% | Reduced |
| Atlas Capital Advisors LLC | 12,863 | $1.12M | 0.19% | +1,185+10.1% | Added |
| Cape Cod Five Cents Savings Bank | 12,935 | $1.12M | 0.13% | −4,520−25.9% | Reduced |
| Canal Capital Management, LLC | 12,949 | $1.13M | 0.27% | −6,056−31.9% | Reduced |
| Magnus Financial Group LLC | 12,959 | $1.13M | 0.18% | +949+7.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 12,982 | $1.13M | 1.60% | +501+4.0% | Added |
| Fernwood Investment Management, LLC | 13,012 | $1.13M | 0.47% | +205+1.6% | Added |
| Jmac Enterprises LLC | 13,041 | $1.13M | 0.31% | −1,335−9.3% | Reduced |
| Seelaus Asset Management LLC | 13,047 | $1.13M | 0.85% | −1,380−9.6% | Reduced |
| Abbot Financial Management, Inc. | 13,075 | $1.14M | 0.78% | −6,699−33.9% | Reduced |
| Burney Co | 13,126 | $1.14M | 0.06% | −467−3.4% | Reduced |
| Auxano Advisors, LLC | 13,140 | $1.14M | 0.52% | −43−0.3% | Reduced |
| Dean Investment Associates, LLC | 13,143 | $1.14M | 0.19% | −1,687−11.4% | Reduced |
| Trellus Management Company, LLC | 13,200 | $1.15M | 1.99% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 13,210 | $1.15M | 0.75% | +13,210 | New |
| SageView Advisory Group, LLC | 13,219 | $1.15M | 0.09% | +13,219 | New |
| Clarius Group, LLC | 13,238 | $1.15M | 0.10% | −3,942−22.9% | Reduced |
| Inscription Capital, LLC | 13,311 | $1.16M | 0.40% | −1,477−10.0% | Reduced |
| BlueCrest Capital Management Ltd | 13,320 | $1.16M | 0.14% | +3,520+35.9% | Added |
| Kidder Stephen W | 13,325 | $1.16M | 0.42% | −26,795−66.8% | Reduced |
| Axq Capital, LP | 13,362 | $1.16M | 0.81% | +13,362 | New |
| Newman Dignan & Sheerar, Inc. | 13,384 | $1.16M | 0.39% | −1,760−11.6% | Reduced |
| Avantax Planning Partners, Inc. | 13,387 | $1.16M | 0.05% | −1,137−7.8% | Reduced |
| Westwood Holdings Group Inc. | 13,413 | $1.17M | 0.01% | −7,486−35.8% | Reduced |
| Aj Wealth Strategies, LLC | 13,408 | $1.17M | 0.06% | +1,402+11.7% | Added |
| Sawtooth Solutions, LLC | 13,490 | $1.17M | 0.16% | −5,334−28.3% | Reduced |
| Annandale Capital, LLC | 13,503 | $1.17M | 0.39% | −148−1.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 13,552 | $1.18M | 0.68% | −1,345−9.0% | Reduced |
| Puzo Michael J | 13,559 | $1.18M | 0.43% | −33,682−71.3% | Reduced |
| Martin & Co Inc | 13,573 | $1.18M | 0.31% | +349+2.6% | Added |
| Nations Financial Group Inc, | 13,633 | $1.18M | 0.13% | −21−0.2% | Reduced |
| Chapin Davis, Inc. | 13,699 | $1.19M | 0.69% | +13,699 | New |
| Geneva Capital Management LLC | 13,724 | $1.19M | 0.03% | −2,230−14.0% | Reduced |
| Tevis Investment Management | 13,784 | $1.20M | 1.28% | −402−2.8% | Reduced |
| Avitas Wealth Management LLC | 13,800 | $1.20M | 0.25% | −6,484−32.0% | Reduced |
| DAGCO, Inc. | 13,812 | $1.20M | 0.70% | −1,276−8.5% | Reduced |
| Elmwood Wealth Management, Inc. | 13,823 | $1.20M | 0.60% | +117+0.9% | Added |
| Compton Wealth Advisory Group, LLC | 13,889 | $1.21M | 0.47% | −180−1.3% | Reduced |
| Thompson Investment Management, Inc. | 13,888 | $1.21M | 0.22% | +8,400+153.1% | Added |
| Winthrop Advisory Group LLC | 13,894 | $1.21M | 0.23% | +510+3.8% | Added |
| New England Research & Management, Inc. | 13,952 | $1.21M | 0.70% | −2,020−12.6% | Reduced |
| Page Arthur B | 13,956 | $1.21M | 1.19% | −1,335−8.7% | Reduced |
| Monetta Financial Services Inc | 14,000 | $1.22M | 1.40% | +1,000+7.7% | Added |
| Adirondack Trust Co | 14,081 | $1.22M | 0.63% | −132−0.9% | Reduced |
| Capital Financial Services, LLC | 14,099 | $1.22M | 1.69% | −200−1.4% | Reduced |
| Herold Advisors, Inc. | 14,152 | $1.23M | 0.52% | +925+7.0% | Added |
| BSW Wealth Partners | 14,184 | $1.23M | 0.26% | +179+1.3% | Added |
| ICA Group Wealth Management, LLC | 14,127 | $1.23M | 0.29% | −4,049−22.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,660 | $1.23M | 0.14% | +242+1.8% | Added |
| Galibier Capital Management Ltd. | 14,208 | $1.23M | 0.25% | +3,413+31.6% | Added |
| Rockland Trust Co | 14,229 | $1.24M | 0.08% | +886+6.6% | Added |
| New England Asset Management Inc | 14,286 | $1.24M | 0.02% | −868−5.7% | Reduced |
| Moseley Investment Management Inc | 14,287 | $1.24M | 0.89% | −1,345−8.6% | Reduced |
| St Germain D J Co Inc | 45,422 | $1.24M | 0.42% | −21,311−31.9% | Reduced |
| WT Wealth Management | 14,320 | $1.24M | 0.60% | +1,417+11.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,326 | $1.24M | 0.49% | −428−2.9% | Reduced |
| Mechanics Bank Trust Department | 14,356 | $1.25M | 0.22% | +650+4.7% | Added |
| Pictet Bank & Trust Ltd | 14,381 | $1.25M | 1.46% | +1,594+12.5% | Added |
| Investors Asset Management of Georgia Inc | 14,430 | $1.25M | 0.65% | −414−2.8% | Reduced |
| Independence Bank of Kentucky | 14,441 | $1.25M | 0.56% | +3,632+33.6% | Added |
| Advisor Resource Council | 14,478 | $1.26M | 0.75% | +1,119+8.4% | Added |
| Sierra Capital LLC | 14,539 | $1.26M | 0.22% | +1,058+7.8% | Added |
| Sanders Morris Harris LLC | 14,563 | $1.27M | 0.48% | −3,975−21.4% | Reduced |
| Barings LLC | 14,600 | $1.27M | 0.04% | −17−0.1% | Reduced |
| Eudaimonia Partners, LLC | 14,637 | $1.27M | 0.31% | −381−2.5% | Reduced |
| West Branch Capital LLC | 14,640 | $1.27M | 0.79% | −1,707−10.4% | Reduced |
| Garde Capital, Inc. | 14,655 | $1.27M | 0.15% | −146−1.0% | Reduced |
| Cornerstone Advisory, LLC | 14,677 | $1.28M | 0.25% | −113−0.8% | Reduced |
| Doliver Advisors, LP | 14,684 | $1.28M | 0.42% | −275−1.8% | Reduced |
| Argus Investors' Counsel, Inc. | 14,685 | $1.28M | 1.02% | +2,850+24.1% | Added |
| Insight Inv LLC | 14,695 | $1.28M | 1.29% | −836−5.4% | Reduced |
| First Business Financial Services, Inc. | 14,752 | $1.28M | 0.17% | −1,712−10.4% | Reduced |
| Perennial Investment Advisors, LLC | 14,765 | $1.28M | 0.52% | +1,320+9.8% | Added |
| Capstone Triton Financial Group, LLC | 14,806 | $1.29M | 1.03% | +537+3.8% | Added |
| Davidson Trust Co | 14,817 | $1.29M | 1.14% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 14,828 | $1.29M | 0.24% | −1,612−9.8% | Reduced |
| Slow Capital, Inc. | 14,865 | $1.29M | 0.29% | +1,610+12.1% | Added |
| Bensler, LLC | 14,875 | $1.29M | 0.29% | +563+3.9% | Added |
| Nicholas Hoffman & Company, LLC. | 14,908 | $1.30M | 0.14% | −1,166−7.3% | Reduced |
| SBK Financial, Inc. | 15,024 | $1.31M | 2.07% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 13,074 | $1.31M | 0.43% | +13,074 | New |
| Cantor Fitzgerald, L. P. | 15,140 | $1.31M | 0.03% | +1,147+8.2% | Added |
| Conning Inc. | 15,149 | $1.32M | 0.04% | −141−0.9% | Reduced |
| Conservest Capital Advisors, Inc. | 15,153 | $1.32M | 0.17% | – | – |
| GW&K Investment Management, LLC | 15,162 | $1.32M | 0.01% | +12,194+410.8% | Added |
| Sterling Investment Counsel, LLC | 15,161 | $1.32M | 0.81% | +1,329+9.6% | Added |
| Sittner & Nelson, LLC | 15,170 | $1.32M | 0.81% | +802+5.6% | Added |
| Lakeview Capital Partners, LLC | 12,298 | $1.32M | 0.42% | −5,385−30.5% | Reduced |
| Keene & Associates, Inc. | 15,246 | $1.32M | 1.18% | −11,470−42.9% | Reduced |
| Zeke Capital Advisors, LLC | 15,288 | $1.33M | 0.09% | −282,049−94.9% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 15,300 | $1.33M | 0.76% | +250+1.7% | Added |
| Point72 Asset Management, L.P. | 15,332 | $1.33M | 0.01% | −803,688−98.1% | Reduced |
| Court Place Advisors, LLC | 15,335 | $1.33M | 0.48% | −1,686−9.9% | Reduced |
| Norway Savings Bank | 15,345 | $1.33M | 0.68% | +36+0.2% | Added |
| Bangor Savings Bank | 15,366 | $1.33M | 0.16% | −699−4.4% | Reduced |
| Patton Albertson Miller Group, LLC | 15,368 | $1.34M | 0.25% | −16,035−51.1% | Reduced |
| Trivest Advisors Ltd | 15,400 | $1.34M | 0.16% | −25,467−62.3% | Reduced |
| Focus Financial Network, Inc. | 15,438 | $1.34M | 0.11% | −527−3.3% | Reduced |