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; 2,947 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
- 2,996
- +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
- 1,495 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 | 2,947 | $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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Gould Capital, LLC | 495 | $43.0K | 0.03% | +39+8.6% | Added |
| Equitec Proprietary Markets, LLC | 500 | $43.4K | 0.03% | −2,500−83.3% | Reduced |
| Disciplined Investments, LLC | 505 | $43.9K | 0.02% | −385−43.3% | Reduced |
| Solstein Capital, LLC | 519 | $45.1K | 0.04% | −461−47.0% | Reduced |
| Horizon Bancorp Inc | 525 | $46.0K | 0.03% | +525 | New |
| Koesten, Hirschmann & Crabtree, INC. | 532 | $46.2K | 0.04% | +532 | New |
| New Millennium Group LLC | 562 | $48.9K | 0.05% | 00.0% | Unchanged |
| WFA Asset Management Corp | 593 | $51.5K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 600 | $52.1K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 600 | $52.1K | 0.05% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 600 | $52.1K | 0.06% | +600 | New |
| Savior LLC | 620 | $53.9K | 0.05% | 00.0% | Unchanged |
| Abound Wealth Management | 632 | $54.9K | 0.03% | −360−36.3% | Reduced |
| Pacifica Partners Inc. | 648 | $56.0K | 0.04% | −644−49.8% | Reduced |
| Madden Securities Corp | 647 | $56.2K | 0.03% | +647 | New |
| PFG Private Wealth Management, LLC | 659 | $57.0K | 0.04% | 00.0% | Unchanged |
| Natixis Investment Managers International | 658 | $57.2K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 670 | $58.2K | 0.02% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 677 | $58.8K | 0.02% | +278+69.7% | Added |
| FSC Wealth Advisors, LLC | 682 | $59.3K | 0.10% | +1+0.1% | Added |
| Timber Creek Capital Management LLC | 713 | $61.9K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 745 | $65.0K | 0.02% | −2,440−76.6% | Reduced |
| Capital Directions Investment Advisors, LLC | 749 | $65.1K | 0.02% | +749 | Added |
| Ten Capital Wealth Advisors, LLC | 762 | $66.2K | 0.03% | −183−19.4% | Reduced |
| Emfo, LLC | 776 | $67.4K | 0.07% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 792 | $68.8K | 0.09% | −100−11.2% | Reduced |
| Sageworth Trust Co | 821 | $71.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 827 | $71.0K | 0.00% | +757+1,081.4% | Added |
| Cornerstone Management, Inc. | 819 | $71.2K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 832 | $72.0K | 0.09% | +528+173.7% | Added |
| First PREMIER Bank | 846 | $73.0K | 0.02% | +210+33.0% | Added |
| Worm Capital, LLC | 847 | $73.6K | 0.11% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 851 | $73.9K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 856 | $74.4K | 0.02% | +400+87.7% | Added |
| Riverview Trust Co | 878 | $76.0K | 0.07% | −1,116−56.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 876 | $76.1K | 0.04% | +32+3.8% | Added |
| Raleigh Capital Management Inc. | 876 | $76.1K | 0.04% | +617+238.2% | Added |
| Caldwell Sutter Capital, Inc. | 885 | $76.9K | 0.07% | +885 | New |
| Eagle Bay Advisors LLC | 896 | $77.9K | 0.04% | −1,266−58.6% | Reduced |
| Cornerstone Planning Group LLC | 822 | $81.4K | 0.03% | +822 | New |
| KB Financial Partners, LLC | 945 | $82.0K | 0.03% | −3−0.3% | Reduced |
| Moser Wealth Advisors, LLC | 945 | $82.1K | 0.06% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 951 | $82.6K | 0.03% | +30+3.3% | Added |
| Creative Capital Management Investments LLC | 960 | $83.0K | 0.07% | +960 | New |
| Lowe Wealth Advisors, LLC | 960 | $83.4K | 0.05% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 994 | $86.0K | 0.04% | +129+14.9% | Added |
| Price Jennifer C. | 1,000 | $86.9K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,013 | $88.0K | 0.01% | −519−33.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,029 | $89.4K | 0.02% | +386+60.0% | Added |
| Avion Wealth | 964 | $90.0K | 0.03% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,038 | $90.2K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,041 | $90.4K | 0.07% | +3+0.3% | Added |
| CKW Financial Group | 1,060 | $92.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,068 | $92.8K | 0.08% | −1,029−49.1% | Reduced |
| Heritage Wealth Management, LLC | 1,092 | $94.9K | 0.01% | +411+60.4% | Added |
| Rock Creek Group, LP | 1,104 | $95.9K | 0.01% | −813−42.4% | Reduced |
| Marshall & Sullivan Inc | 1,150 | $99.9K | 0.06% | +1,150 | New |
| Kenfarb & Co. | 1,159 | $100.7K | 0.09% | +400+52.7% | Added |
| American State Bank (Iowa) | 1,165 | $101.2K | 0.08% | −4,701−80.1% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,172 | $101.8K | 0.04% | +1,172 | New |
| JJJ Advisors Inc. | 1,021 | $101.9K | 0.03% | −11−1.1% | Reduced |
| Pathway Financial Advisers, LLC | 1,186 | $103.0K | 0.04% | +1,186 | New |
| Annapolis Financial Services, LLC | 1,205 | $104.7K | 0.03% | −1,844−60.5% | Reduced |
| Harvest Fund Management Co., Ltd | 1,210 | $105.0K | 0.03% | −3,076−71.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,211 | $105.2K | 0.04% | +1,211 | New |
| Maryland Capital Advisors Inc. | 1,216 | $105.6K | 0.10% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,219 | $105.9K | 0.10% | −16−1.3% | Reduced |
| Kelly Financial Services LLC | 1,221 | $106.1K | 0.06% | +112+10.1% | Added |
| HighMark Wealth Management LLC | 1,222 | $106.1K | 0.08% | +13+1.1% | Added |
| America First Investment Advisors, LLC | 1,243 | $108.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,247 | $108.3K | 0.08% | −100−7.4% | Reduced |
| Tucker Asset Management LLC | 1,252 | $109.1K | 0.04% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,268 | $110.2K | 0.03% | −72−5.4% | Reduced |
| Contravisory Investment Management, Inc. | 1,270 | $110.3K | 0.03% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,280 | $111.2K | 0.06% | +1,280 | New |
| Hoey Investments, Inc | 1,313 | $114.1K | 0.05% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,367 | $118.8K | 0.09% | +1,367 | New |
| Morton Brown Family Wealth, LLC | 1,410 | $122.5K | 0.08% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1,463 | $123.0K | 0.08% | +1,463 | New |
| Level Financial Advisors, Inc. | 1,430 | $124.0K | 0.08% | −272−16.0% | Reduced |
| Compass Wealth Management LLC | 1,452 | $126.2K | 0.04% | +1,452 | New |
| Princeton Global Asset Management LLC | 1,465 | $127.0K | 0.04% | −9−0.6% | Reduced |
| Magellan Asset Management Ltd | 1,476 | $128.2K | 0.00% | +658+80.4% | Added |
| AllSquare Wealth Management LLC | 1,486 | $129.1K | 0.09% | +43+3.0% | Added |
| EMC Capital Management | 1,500 | $130.0K | 0.12% | +500+50.0% | Added |
| Boyd Watterson Asset Management LLC | 1,529 | $132.8K | 0.05% | −601−28.2% | Reduced |
| PFS Partners, LLC | 1,533 | $133.2K | 0.14% | −100−6.1% | Reduced |
| United Community Bank | 1,570 | $136.4K | 0.13% | −115−6.8% | Reduced |
| Arcus Capital Partners, LLC | 1,572 | $136.6K | 0.05% | −961−37.9% | Reduced |
| DT Investment Partners, LLC | 1,585 | $137.7K | 0.02% | +105+7.1% | Added |
| Baker Avenue Asset Management, LP | 1,629 | $141.5K | 0.01% | −57,702−97.3% | Reduced |
| Aua Capital Management, LLC | 1,630 | $141.6K | 0.10% | −90−5.2% | Reduced |
| PrairieView Partners, LLC | 1,650 | $143.0K | 0.02% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,650 | $143.0K | 0.00% | +1,650 | New |
| Versant Capital Management, Inc | 1,666 | $144.8K | 0.05% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,542 | $145.5K | 0.04% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 1,687 | $146.6K | 0.21% | +1,687 | New |
| Capital Advisors, Ltd. LLC | 2,386 | $147.0K | 0.03% | +496+26.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,703 | $148.0K | 0.13% | +1,703 | New |
| Western Pacific Wealth Management, LP | 1,715 | $149.0K | 0.12% | +350+25.6% | Added |