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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 20,824 | $1.81M | 0.68% | +872+4.4% | Added |
| Chicago Trust Co NA | 20,854 | $1.81M | 0.45% | −1,875−8.2% | Reduced |
| Mitchell Capital Management Co | 20,888 | $1.81M | 0.50% | −10,885−34.3% | Reduced |
| Trust Asset Management LLC | 21,022 | $1.83M | 0.23% | 00.0% | Unchanged |
| Diversified Trust Co | 21,024 | $1.83M | 0.08% | +6,394+43.7% | Added |
| Graham Capital Management, L.P. | 21,060 | $1.83M | 0.07% | −21,843−50.9% | Reduced |
| Jasper Ridge Partners, L.P. | 21,100 | $1.83M | 0.11% | 00.0% | Unchanged |
| DFPG Investments, LLC | 19,208 | $1.85M | 0.30% | +15,664+442.0% | Added |
| Rowland & Co Investment Counsel | 20,800 | $1.85M | 0.46% | +695+3.5% | Added |
| Vestmark Advisory Solutions, Inc. | 21,312 | $1.85M | 0.09% | −8,986−29.7% | Reduced |
| Nelson Capital Management, LLC | 21,400 | $1.86M | 0.55% | +194+0.9% | Added |
| One Capital Management, LLC | 21,427 | $1.86M | 0.10% | −2,902−11.9% | Reduced |
| Parkwood LLC | 21,449 | $1.86M | 0.38% | −1,875−8.0% | Reduced |
| Poehling Capital Management, LLC | 21,508 | $1.87M | 0.70% | +10,214+90.4% | Added |
| Lake Street Advisors Group, LLC | 21,507 | $1.87M | 0.12% | −1,116−4.9% | Reduced |
| Triangle Securities Wealth Management | 21,535 | $1.87M | 0.69% | +21,535 | New |
| Smithfield Trust Co | 21,516 | $1.87M | 0.13% | −536−2.4% | Reduced |
| Hendershot Investments Inc. | 21,542 | $1.87M | 0.32% | 00.0% | Unchanged |
| Knuff & Co LLC | 21,686 | $1.88M | 0.80% | +1,124+5.5% | Added |
| Pitcairn Co | 21,715 | $1.89M | 0.19% | −2,906−11.8% | Reduced |
| Harbour Investment Management LLC | 21,781 | $1.89M | 1.09% | −150−0.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 21,810 | $1.89M | 0.08% | +21,810 | New |
| Shorepoint Capital Partners LLC | 21,881 | $1.90M | 0.53% | +21,881 | New |
| Ritholtz Wealth Management | 21,988 | $1.91M | 0.11% | −13,238−37.6% | Reduced |
| World Equity Group, Inc. | 21,988 | $1.91M | 0.45% | +613+2.9% | Added |
| Viking Fund Management LLC | 22,000 | $1.91M | 0.38% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 22,088 | $1.92M | 0.47% | −173−0.8% | Reduced |
| BigSur Wealth Management LLC | 22,092 | $1.92M | 0.92% | −820−3.6% | Reduced |
| Physicians Financial Services, Inc. | 22,097 | $1.92M | 0.86% | −1,010−4.4% | Reduced |
| Greenline Partners, LLC | 22,168 | $1.93M | 0.38% | −18,374−45.3% | Reduced |
| Palisade Capital Management LLC | 22,226 | $1.93M | 0.05% | −535−2.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 22,273 | $1.94M | 0.05% | +502+2.3% | Added |
| CWA Asset Management Group, LLC | 22,280 | $1.94M | 0.16% | −1,297−5.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 19,544 | $1.94M | 1.96% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 22,369 | $1.94M | 0.08% | +995+4.7% | Added |
| WMS Partners, LLC | 22,377 | $1.94M | 0.19% | −10,952−32.9% | Reduced |
| Stone Point Wealth LLC | 22,439 | $1.95M | 0.96% | −549−2.4% | Reduced |
| Continuum Advisory, LLC | 24,628 | $1.95M | 0.35% | +696+2.9% | Added |
| AFS Financial Group, LLC | 22,495 | $1.95M | 1.39% | +22,495 | New |
| Monarch Capital Management Inc | 22,513 | $1.96M | 0.60% | +912+4.2% | Added |
| Sterling Investment Management, Inc. | 22,539 | $1.96M | 1.57% | −2,280−9.2% | Reduced |
| Harbour Capital Advisors, LLC | 22,067 | $1.96M | 0.66% | −435−1.9% | Reduced |
| Cigna Investments Inc | 22,612 | $1.96M | 0.41% | +165+0.7% | Added |
| L & S Advisors Inc | 22,697 | $1.97M | 0.37% | +3,908+20.8% | Added |
| Sterneck Capital Management, LLC | 22,706 | $1.97M | 1.31% | −158−0.7% | Reduced |
| Romano Brothers and Company | 22,721 | $1.97M | 0.30% | −1,114−4.7% | Reduced |
| Asio Capital, LLC | 22,745 | $1.98M | 0.57% | +7,170+46.0% | Added |
| Axxcess Wealth Management, LLC | 22,799 | $1.98M | 0.16% | +690+3.1% | Added |
| Plimoth Trust Co LLC | 22,831 | $1.98M | 0.64% | +164+0.7% | Added |
| Summit X, LLC | 21,026 | $1.99M | 0.57% | −8,892−29.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 22,862 | $1.99M | 0.41% | +57+0.2% | Added |
| JCIC Asset Management Inc. | 22,891 | $1.99M | 0.99% | −825−3.5% | Reduced |
| Ionic Capital Management LLC | 22,950 | $1.99M | 0.60% | +7,950+53.0% | Added |
| Sky Investment Group LLC | 23,055 | $2.00M | 0.47% | −1,301−5.3% | Reduced |
| Iat Reinsurance Co Ltd. | 23,070 | $2.00M | 0.40% | −66,755−74.3% | Reduced |
| Cito Capital Group, LLC | 23,290 | $2.02M | 1.11% | −910−3.8% | Reduced |
| Citizens Financial Group Inc | 23,288 | $2.02M | 0.08% | −446−1.9% | Reduced |
| Herbst Group, LLC | 23,352 | $2.03M | 1.64% | +1,655+7.6% | Added |
| Aldebaran Financial Inc. | 23,507 | $2.04M | 2.27% | +6,025+34.5% | Added |
| Ashton Thomas Private Wealth, LLC | 23,528 | $2.04M | 0.20% | −2,271−8.8% | Reduced |
| Fishman Jay A Ltd | 23,529 | $2.04M | 0.29% | −12,416−34.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 23,541 | $2.05M | 0.61% | −3,555−13.1% | Reduced |
| Circle Wealth Management, LLC | 23,565 | $2.05M | 0.32% | −116−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 23,690 | $2.06M | 0.26% | +23,690 | New |
| Menlo Advisors LLC | 23,778 | $2.06M | 1.55% | −1,700−6.7% | Reduced |
| German American Bancorp, Inc. | 23,800 | $2.07M | 0.33% | −14,464−37.8% | Reduced |
| Brave Asset Management Inc | 23,823 | $2.07M | 0.70% | −19,711−45.3% | Reduced |
| CoreCap Advisors, LLC | 23,876 | $2.07M | 0.15% | +987+4.3% | Added |
| Campbell Newman Asset Management Inc | 23,999 | $2.09M | 0.21% | −3,800−13.7% | Reduced |
| Focused Wealth Management, Inc | 24,074 | $2.09M | 0.43% | +3,621+17.7% | Added |
| Snider Financial Group | 24,096 | $2.09M | 1.16% | +666+2.8% | Added |
| Horan Capital Advisors, LLC. | 24,138 | $2.10M | 0.92% | −5,507−18.6% | Reduced |
| Notis-McConarty Edward | 24,152 | $2.10M | 0.87% | −9,627−28.5% | Reduced |
| Beach Investment Counsel Inc | 24,172 | $2.10M | 0.26% | −6,678−21.6% | Reduced |
| Searle & Co. | 24,187 | $2.10M | 0.72% | +110.0% | Added |
| Consolidated Investment Group LLC | 24,202 | $2.10M | 0.45% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 24,236 | $2.11M | 1.41% | −500−2.0% | Reduced |
| Brown Miller Wealth Management, LLC | 24,244 | $2.11M | 1.33% | +2,508+11.5% | Added |
| Liberty Capital Management, Inc. | 24,330 | $2.11M | 0.73% | −2,730−10.1% | Reduced |
| True North Advisors, LLC | 24,338 | $2.11M | 0.72% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 24,371 | $2.12M | 0.24% | −317−1.3% | Reduced |
| Aviance Capital Partners, LLC | 24,378 | $2.12M | 0.49% | +17+0.1% | Added |
| FourThought Financial Partners, LLC | 24,392 | $2.12M | 0.31% | +24,392 | New |
| BOK Financial Private Wealth, Inc. | 24,433 | $2.12M | 0.18% | −406−1.6% | Reduced |
| Altfest L J & Co Inc | 24,492 | $2.13M | 0.35% | −53−0.2% | Reduced |
| Paradigm Financial Partners, LLC | 22,679 | $2.13M | 0.62% | +499+2.2% | Added |
| Fruth Investment Management | 24,802 | $2.15M | 0.63% | −33−0.1% | Reduced |
| Butensky & Cohen Financial Security, Inc | 24,815 | $2.16M | 0.80% | +1,413+6.0% | Added |
| Integrated Advisors Network LLC | 24,869 | $2.16M | 0.14% | −9,562−27.8% | Reduced |
| Curbstone Financial Management Corp | 24,870 | $2.16M | 0.54% | −590−2.3% | Reduced |
| Wealthspire Advisors, LLC | 24,915 | $2.16M | 0.04% | +2,720+12.3% | Added |
| CIC Wealth, LLC | 24,932 | $2.17M | 0.89% | +24,932 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $2.17M | 0.68% | 00.0% | Unchanged |
| Taconic Capital Advisors LP | 25,000 | $2.17M | 0.08% | +25,000 | New |
| Change Path, LLC | 25,034 | $2.17M | 0.12% | −1,148−4.4% | Reduced |
| BancorpSouth Bank | 25,077 | $2.18M | 0.20% | −2,603−9.4% | Reduced |
| Trust Co of Oklahoma | 25,094 | $2.18M | 0.88% | +1,595+6.8% | Added |
| Xcel Wealth Management, LLC | 25,097 | $2.18M | 0.86% | −12,762−33.7% | Reduced |
| Rehmann Capital Advisory Group | 25,124 | $2.18M | 0.22% | −1,919−7.1% | Reduced |
| Bradley Mark J. | 25,121 | $2.18M | 1.94% | −960−3.7% | Reduced |