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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 18,859 | $1.58M | 0.30% | +419+2.3% | Added |
| Ellsworth Advisors, LLC | 15,931 | $1.58M | 0.59% | +1,481+10.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 18,172 | $1.58M | 0.53% | +333+1.9% | Added |
| Campbell Capital Management Inc | 18,195 | $1.58M | 1.63% | −50,090−73.4% | Reduced |
| Jacobsen Capital Management | 18,210 | $1.58M | 0.84% | −3,309−15.4% | Reduced |
| Citizens Business Bank | 18,240 | $1.58M | 0.36% | +17+0.1% | Added |
| Insigneo Advisory Services, LLC | 18,253 | $1.59M | 0.60% | +18,253 | New |
| YorkBridge Wealth Partners, LLC | 18,268 | $1.59M | 0.40% | −2,391−11.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,323 | $1.59M | 0.29% | +1,262+7.4% | Added |
| Strategic Financial Services, Inc, | 18,332 | $1.59M | 0.13% | −2,759−13.1% | Reduced |
| Thomas Story & Son LLC | 18,354 | $1.59M | 0.81% | −1,650−8.2% | Reduced |
| Deane Retirement Strategies, Inc. | 18,361 | $1.60M | 0.89% | −75−0.4% | Reduced |
| Montecito Bank & Trust | 18,402 | $1.60M | 0.39% | −51−0.3% | Reduced |
| Nixon Peabody Trust Co | 18,411 | $1.60M | 1.30% | +223+1.2% | Added |
| ARGI Investment Services, LLC | 18,461 | $1.60M | 0.05% | +5,772+45.5% | Added |
| Money Concepts Capital Corp | 18,482 | $1.61M | 0.07% | +13,467+268.5% | Added |
| Oak Harbor Wealth Partners, LLC | 18,545 | $1.61M | 0.62% | −490−2.6% | Reduced |
| RFG Advisory, LLC | 14,602 | $1.62M | 0.08% | −2,234−13.3% | Reduced |
| Wintrust Investments LLC | 18,638 | $1.62M | 0.21% | −4,127−18.1% | Reduced |
| Hedeker Wealth, LLC | 18,660 | $1.62M | 0.61% | −27,139−59.3% | Reduced |
| J. W. Coons Advisors, LLC | 18,686 | $1.62M | 0.48% | +3,257+21.1% | Added |
| Qtron Investments LLC | 18,704 | $1.63M | 0.34% | +749+4.2% | Added |
| Phraction Management LLC | 18,716 | $1.63M | 1.07% | +1,220+7.0% | Added |
| Corrado Advisors, LLC | 18,729 | $1.63M | 1.14% | +4,479+31.4% | Added |
| C2C Wealth Management, LLC | 16,378 | $1.63M | 0.28% | +4,445+37.2% | Added |
| Family Legacy, Inc. | 15,089 | $1.63M | 0.71% | +3,815+33.8% | Added |
| TBH Global Asset Management, LLC | 18,796 | $1.63M | 0.40% | +1,058+6.0% | Added |
| Kovack Advisors, Inc. | 18,800 | $1.63M | 0.24% | −3,762−16.7% | Reduced |
| Chemistry Wealth Management LLC | 18,821 | $1.64M | 0.64% | −955−4.8% | Reduced |
| Arden Trust Co | 18,836 | $1.64M | 0.33% | −7,271−27.9% | Reduced |
| CV Advisors LLC | 18,847 | $1.64M | 1.71% | −1,221−6.1% | Reduced |
| BBJS Financial Advisors, LLC | 18,856 | $1.64M | 0.74% | +18,856 | New |
| Checchi Capital Advisers, LLC | 18,892 | $1.64M | 0.17% | −20.0% | Reduced |
| Laidlaw Wealth Management LLC | 18,939 | $1.65M | 0.35% | +1,892+11.1% | Added |
| TrinityPoint Wealth, LLC | 18,950 | $1.65M | 0.37% | −4,383−18.8% | Reduced |
| Qsemble Capital Management, LP | 19,000 | $1.65M | 1.15% | +19,000 | New |
| Nwam LLC | 19,161 | $1.66M | 0.15% | −30,339−61.3% | Reduced |
| Capital Investment Advisory Services, LLC | 19,169 | $1.67M | 0.20% | −1,676−8.0% | Reduced |
| Ledge Wealth Management, Inc. | 19,176 | $1.67M | 0.76% | +3,519+22.5% | Added |
| Estabrook Capital Management | 19,181 | $1.67M | 0.29% | −2,426−11.2% | Reduced |
| Mount Capital Ltd | 19,200 | $1.67M | 0.65% | 00.0% | Unchanged |
| NTV Asset Management LLC | 19,262 | $1.67M | 0.33% | −600−3.0% | Reduced |
| Selway Asset Management | 19,277 | $1.67M | 0.89% | 00.0% | Unchanged |
| Harbor Advisory Corp | 19,324 | $1.68M | 0.69% | −8,930−31.6% | Reduced |
| Cohen Lawrence B | 19,326 | $1.68M | 0.88% | −483−2.4% | Reduced |
| Transatlantique Private Wealth LLC | 19,310 | $1.68M | 1.01% | +1,779+10.1% | Added |
| Foundations Investment Advisors, LLC | 19,346 | $1.68M | 0.07% | −3,405−15.0% | Reduced |
| Silvant Capital Management LLC | 19,421 | $1.69M | 0.12% | −8,137−29.5% | Reduced |
| Proequities, Inc. | 19,448 | $1.69M | 0.14% | −438−2.2% | Reduced |
| Duff & Phelps Investment Management Co | 19,473 | $1.69M | 0.02% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 19,480 | $1.69M | 0.15% | −282−1.4% | Reduced |
| Hoertkorn Richard Charles | 19,494 | $1.69M | 0.90% | +5,350+37.8% | Added |
| Nichols & Pratt Advisers LLP | 19,457 | $1.70M | 0.14% | −8,511−30.4% | Reduced |
| Atlas Brown,Inc. | 19,606 | $1.70M | 0.84% | −1,525−7.2% | Reduced |
| Banco de Sabadell, S.A | 19,804 | $1.71M | 1.44% | −644−3.1% | Reduced |
| Hancock Whitney Corp | 19,671 | $1.71M | 0.07% | −4,200−17.6% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 15,621 | $1.71M | 0.75% | −1,558−9.1% | Reduced |
| Stokes Family Office, LLC | 19,740 | $1.72M | 0.22% | −4,287−17.8% | Reduced |
| Legacy Trust | 19,777 | $1.72M | 0.53% | +19,777 | New |
| Weik Capital Management | 19,795 | $1.72M | 0.80% | +1,730+9.6% | Added |
| Ceera Investments, LLC | 19,826 | $1.72M | 1.09% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 19,827 | $1.72M | 1.55% | −750−3.6% | Reduced |
| Sawyer & Company, Inc | 19,851 | $1.73M | 0.85% | +486+2.5% | Added |
| Spirit of America Management Corp | 19,950 | $1.73M | 0.39% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 19,954 | $1.73M | 1.73% | +2,257+12.8% | Added |
| Ropes Wealth Advisors LLC | 19,961 | $1.73M | 0.31% | −4,655−18.9% | Reduced |
| Congress Park Capital LLC | 19,968 | $1.73M | 1.10% | +560+2.9% | Added |
| Anson Funds Management LP | 20,000 | $1.74M | 0.57% | 00.0% | Unchanged |
| Tejara Capital Ltd | 20,000 | $1.74M | 1.01% | +20,000 | New |
| NVWM, LLC | 20,030 | $1.74M | 0.63% | −2,241−10.1% | Reduced |
| Quadrant Capital Group LLC | 20,032 | $1.74M | 0.20% | −813−3.9% | Reduced |
| Cullen Capital Management LLC | 20,044 | $1.74M | 0.02% | −13,193−39.7% | Reduced |
| Highlander Capital Management, LLC | 20,062 | $1.74M | 0.91% | +275+1.4% | Added |
| Fund Management at Engine No. 1 LLC | 20,069 | $1.74M | 0.43% | +2,541+14.5% | Added |
| Modus Advisors, LLC | 20,078 | $1.74M | 0.84% | +4,791+31.3% | Added |
| Benin Management CORP | 20,114 | $1.75M | 0.71% | −3,425−14.6% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $1.75M | 1.73% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 20,176 | $1.75M | 0.08% | −1,504−6.9% | Reduced |
| New Potomac Partners, LLC | 20,204 | $1.76M | 1.30% | +362+1.8% | Added |
| Cary Street Partners Asset Management LLC | 20,216 | $1.76M | 0.36% | −569−2.7% | Reduced |
| Bridges Investment Management Inc | 20,262 | $1.76M | 0.06% | −1,409−6.5% | Reduced |
| Regent Investment Management LLC | 20,308 | $1.76M | 0.47% | +220+1.1% | Added |
| MV Capital Management, Inc. | 20,325 | $1.77M | 0.27% | −414−2.0% | Reduced |
| Arlington Financial Advisors, LLC | 20,362 | $1.77M | 0.75% | −3,980−16.4% | Reduced |
| Avidian Wealth Solutions, LLC | 20,412 | $1.77M | 0.12% | +149+0.7% | Added |
| MidWestOne Financial Group, Inc. | 20,420 | $1.77M | 0.42% | +255+1.3% | Added |
| Lynch Asset Management, Inc. | 20,425 | $1.77M | 1.53% | −1,500−6.8% | Reduced |
| Winch Advisory Services, LLC | 20,426 | $1.77M | 0.76% | −2,053−9.1% | Reduced |
| Petredis Investment Advisors LLC | 20,434 | $1.78M | 0.32% | +20,434 | New |
| Desjardins Global Asset Management Inc. | 20,471 | $1.78M | 0.28% | −14,929−42.2% | Reduced |
| Moneta Group Investment Advisors LLC | 16,426 | $1.78M | 0.05% | −5,084−23.6% | Reduced |
| Bill Few Associates, Inc. | 20,514 | $1.78M | 1.05% | +228+1.1% | Added |
| Morse Asset Management, Inc | 20,520 | $1.78M | 0.65% | −1,000−4.6% | Reduced |
| Hamel Associates, Inc. | 20,569 | $1.79M | 0.62% | −6,830−24.9% | Reduced |
| Geneos Wealth Management Inc. | 20,643 | $1.79M | 0.11% | +1,684+8.9% | Added |
| Summit Financial Group Inc | 20,700 | $1.80M | 0.71% | −160−0.8% | Reduced |
| Capital Asset Advisory Services LLC | 20,596 | $1.80M | 0.14% | +1,948+10.4% | Added |
| Buttonwood Financial Advisors Inc. | 20,748 | $1.80M | 1.52% | +671+3.3% | Added |
| Autumn Glory Partners, LLC | 20,749 | $1.80M | 0.96% | −284−1.4% | Reduced |
| Carl P. Sherr & Co., LLC | 20,760 | $1.80M | 1.37% | −105−0.5% | Reduced |