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 |
|---|---|---|---|---|---|
| Nkcfo LLC | 1,749 | $152.0K | 0.07% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,795 | $155.9K | 0.10% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,809 | $157.1K | 0.04% | −1,639−47.5% | Reduced |
| HHM Wealth Advisors, LLC | 1,819 | $158.0K | 0.04% | −520−22.2% | Reduced |
| Coombe, Bender & Co LLC | 1,872 | $163.0K | 0.15% | +1,872 | New |
| Dividend Assets Capital, LLC | 1,910 | $166.0K | 0.04% | −240−11.2% | Reduced |
| Vestor Capital, LLC | 1,905 | $166.0K | 0.02% | +103+5.7% | Added |
| Sit Investment Associates Inc | 1,930 | $168.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,929 | $168.0K | 0.12% | +177+10.1% | Added |
| Centiva Capital, LP | 1,966 | $170.8K | 0.01% | +1,966 | New |
| IAG Wealth Partners, LLC | 1,967 | $170.9K | 0.05% | +1,555+377.4% | Added |
| DB Wealth Management Group, LLC | 1,999 | $173.7K | 0.11% | −165−7.6% | Reduced |
| Pin Oak Investment Advisors Inc | 2,017 | $175.0K | 0.22% | +100+5.2% | Added |
| Sound Income Strategies, LLC | 2,033 | $176.6K | 0.02% | −367−15.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,035 | $176.8K | 0.06% | −725−26.3% | Reduced |
| Beacon Capital Management, LLC | 2,042 | $177.4K | 0.06% | +103+5.3% | Added |
| S.A. Mason LLC | 2,045 | $177.7K | 0.13% | +24+1.2% | Added |
| SRS Capital Advisors, Inc. | 2,065 | $179.4K | 0.02% | +460+28.7% | Added |
| Covestor Ltd | 2,099 | $182.0K | 0.15% | −293−12.2% | Reduced |
| Magnolia Capital Management Ltd | 2,100 | $182.0K | 0.18% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2,098 | $182.3K | 0.09% | −394−15.8% | Reduced |
| SJS Investment Consulting Inc. | 2,130 | $185.1K | 0.06% | −321−13.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,184 | $189.7K | 0.12% | −63−2.8% | Reduced |
| Lee Financial Co | 2,194 | $190.6K | 0.03% | −19−0.9% | Reduced |
| Grey Fox Wealth Advisors, LLC | 2,205 | $191.6K | 0.13% | +2,205 | New |
| Aspire Private Capital, LLC | 2,215 | $192.5K | 0.07% | +1,760+386.8% | Added |
| Benjamin Edwards Inc | 2,229 | $194.0K | 0.05% | −472−17.5% | Reduced |
| First Financial Corp | 2,281 | $198.2K | 0.12% | +79+3.6% | Added |
| Tradition Wealth Management, LLC | 2,291 | $199.0K | 0.03% | −726−24.1% | Reduced |
| Kraematon Investment Advisors, Inc | 2,298 | $199.7K | 0.22% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,306 | $200.4K | 0.04% | −438−16.0% | Reduced |
| Cross Staff Investments Inc | 2,307 | $200.4K | 0.21% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,309 | $200.6K | 0.15% | −14−0.6% | Reduced |
| True Wealth Design, LLC | 2,316 | $201.2K | 0.09% | +2,316 | New |
| Ade, LLC | 2,319 | $201.5K | 0.15% | −162−6.5% | Reduced |
| Holland Advisory Services, Inc. | 2,323 | $201.8K | 0.24% | 00.0% | Unchanged |
| S&CO Inc | 2,332 | $202.0K | 0.02% | −345−12.9% | Reduced |
| FMB Wealth Management | 2,332 | $202.6K | 0.26% | +2,332 | New |
| Tortoise Investment Management, LLC | 2,332 | $202.6K | 0.04% | −136−5.5% | Reduced |
| Foundation Wealth Management, LLC | 2,340 | $203.3K | 0.21% | +2,340 | New |
| O'Keefe Stevens Advisory, Inc. | 2,344 | $203.6K | 0.12% | −32−1.3% | Reduced |
| Planning Directions Inc | 2,354 | $204.0K | 0.16% | −50−2.1% | Reduced |
| Wharton Business Group, LLC | 2,348 | $204.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,349 | $204.1K | 0.13% | −66−2.7% | Reduced |
| RWM Asset Management, LLC | 2,352 | $204.3K | 0.04% | +813+52.8% | Added |
| Beck Bode, LLC | 2,353 | $204.4K | 0.05% | +2,353 | New |
| Woodley Farra Manion Portfolio Management Inc | 2,354 | $204.5K | 0.01% | +116+5.2% | Added |
| High Pines Wealth Management, LLC | 2,355 | $204.6K | 0.36% | +28+1.2% | Added |
| Planning Center, Inc. | 2,366 | $205.6K | 0.06% | +2,366 | New |
| Traverso Chambers Private Wealth Management, LLC | 2,368 | $205.7K | 0.06% | +21+0.9% | Added |
| LWM Advisory Services, LLC | 2,090 | $206.7K | 0.23% | −660−24.0% | Reduced |
| Alterna Wealth Management, Inc | 2,387 | $207.4K | 0.23% | +100+4.4% | Added |
| Bienville Capital Management, LLC | 2,390 | $207.6K | 0.08% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 2,390 | $207.6K | 0.15% | +2,390 | New |
| Hurlow Wealth Management Group, Inc. | 2,392 | $207.8K | 0.11% | −115−4.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,394 | $208.0K | 0.23% | +2,394 | New |
| Mad River Investors | 2,400 | $209.0K | 0.12% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,407 | $209.1K | 0.06% | −725−23.1% | Reduced |
| First International Bank & Trust | 2,422 | $210.0K | 0.07% | −564−18.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,418 | $210.1K | 0.02% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,120 | $210.7K | 0.21% | +2,120 | New |
| Andesa Financial Management Inc. | 2,428 | $210.9K | 0.12% | −109−4.3% | Reduced |
| Hallmark Capital Management Inc | 2,431 | $211.2K | 0.02% | −2,299−48.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,215 | $211.7K | 0.14% | +2,215 | New |
| SignalPoint Asset Management, LLC | 2,440 | $212.0K | 0.07% | +246+11.2% | Added |
| Lion Street Advisors, LLC | 1,256 | $212.4K | 0.11% | +1,256 | New |
| Mayfair Advisory Group, LLC | 2,241 | $212.4K | 0.27% | −489−17.9% | Reduced |
| Paragon Financial Partners, Inc. | 2,446 | $212.5K | 0.24% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,579 | $213.0K | 0.17% | +1,579 | New |
| Sanctuary Wealth Management, L.L.C. | 2,462 | $213.9K | 0.25% | −686−21.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,465 | $214.2K | 0.08% | +275+12.6% | Added |
| Summit Wealth Partners, LLC | 2,475 | $215.0K | 0.06% | +150+6.5% | Added |
| Alliance Wealth Management Group | 2,475 | $215.0K | 0.08% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 2,475 | $215.1K | 0.10% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 2,236 | $215.4K | 0.11% | −353−13.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 2,483 | $215.9K | 0.07% | −4,630−65.1% | Reduced |
| Doheny Asset Management | 2,488 | $216.0K | 0.25% | −985−28.4% | Reduced |
| HFR Wealth Management, LLC | 2,493 | $217.0K | 0.06% | −462−15.6% | Reduced |
| Gruss & Co., LLC | 2,500 | $217.2K | 1.34% | +2,500 | New |
| Redmont Wealth Advisors LLC | 2,501 | $217.3K | 0.25% | 00.0% | Unchanged |
| Lantz Financial LLC | 2,506 | $217.7K | 0.10% | +195+8.4% | Added |
| HNP Capital LLC | 2,509 | $218.0K | 0.06% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 2,510 | $218.1K | 0.19% | −62−2.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,514 | $218.4K | 0.16% | +2,514 | New |
| Private Management Group Inc | 2,514 | $218.5K | 0.01% | −605−19.4% | Reduced |
| Karpus Management, Inc. | 2,515 | $218.5K | 0.01% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 2,517 | $218.7K | 0.12% | −804−24.2% | Reduced |
| Monte Financial Group, LLC | 2,517 | $218.7K | 0.11% | +27+1.1% | Added |
| Gould Asset Management LLC | 2,520 | $218.9K | 0.07% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 2,523 | $219.2K | 0.12% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,527 | $219.5K | 0.22% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,535 | $220.2K | 0.06% | −534−17.4% | Reduced |
| Derbend Asset Management | 2,536 | $220.3K | 0.18% | −400−13.6% | Reduced |
| Camden National Bank | 2,545 | $221.0K | 0.05% | −509−16.7% | Reduced |
| Lipe & Dalton | 2,541 | $221.0K | 0.13% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 2,546 | $221.2K | 0.19% | +2,546 | New |
| Israel Discount Bank of New York | 2,548 | $222.0K | 0.19% | −371−12.7% | Reduced |
| Dixon Fnancial Services, Inc. | 2,560 | $222.4K | 0.16% | −10.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,561 | $222.5K | 0.12% | −670−20.7% | Reduced |
| Element Pointe Advisors, LLC | 2,564 | $222.8K | 0.08% | −1,614−38.6% | Reduced |