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 |
|---|---|---|---|---|---|
| MKT Advisors LLC | 2,322 | $223.7K | 0.17% | +129+5.9% | Added |
| Aspen Grove Capital, LLC | 2,580 | $224.2K | 0.10% | +2,580 | New |
| EWG Elevate Inc. | 2,586 | $224.6K | 0.11% | −1,136−30.5% | Reduced |
| Merriman Wealth Management, LLC | 2,586 | $224.7K | 0.01% | −303−10.5% | Reduced |
| Pacitti Group Inc. | 2,589 | $224.9K | 0.18% | −107−4.0% | Reduced |
| Cyrus J. Lawrence, LLC | 2,585 | $225.0K | 0.07% | −133−4.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,595 | $225.5K | 0.07% | +2,595 | New |
| Prostatis Group LLC | 2,597 | $225.7K | 0.14% | +214+9.0% | Added |
| Colonial River Wealth Management, LLC | 2,609 | $226.7K | 0.14% | −320−10.9% | Reduced |
| Osterweis Capital Management Inc | 2,610 | $226.8K | 0.02% | −16−0.6% | Reduced |
| Tacita Capital Inc | 2,610 | $227.0K | 0.17% | −200−7.1% | Reduced |
| Wolff Financial Management LLC | 2,623 | $228.0K | 0.08% | +10.0% | Added |
| Hill Island Financial LLC | 2,625 | $228.1K | 0.10% | +419+19.0% | Added |
| Darwin Advisors, LLC | 2,300 | $228.6K | 0.06% | −768−25.0% | Reduced |
| Kowal Investment Group, LLC | 2,642 | $229.5K | 0.07% | −781−22.8% | Reduced |
| Hartford Funds Management Co LLC | 2,646 | $229.9K | 0.02% | +2,646 | New |
| Vista Private Wealth Partners. LLC | 2,646 | $229.9K | 0.11% | +189+7.7% | Added |
| Gries Financial LLC | 2,647 | $230.0K | 0.08% | −179−6.3% | Reduced |
| Parcion Private Wealth LLC | 2,655 | $230.7K | 0.03% | −1,095−29.2% | Reduced |
| Vectors Research Management, LLC | 2,659 | $231.0K | 0.06% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 2,662 | $231.3K | 0.23% | +2,662 | New |
| Full Sail Capital, LLC | 2,664 | $231.4K | 0.02% | −105−3.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,666 | $231.7K | 0.07% | +2,666 | New |
| Meredith Wealth Planning | 2,667 | $231.7K | 0.20% | +2,667 | New |
| Advisors Management Group Inc | 2,674 | $232.0K | 0.09% | +330+14.1% | Added |
| Cascade Investment Group, Inc. | 2,671 | $232.1K | 0.24% | +2,671 | New |
| Opal Wealth Advisors, LLC | 2,679 | $232.8K | 0.13% | −523−16.3% | Reduced |
| Harvey Capital Management Inc | 2,681 | $232.9K | 0.10% | −4,695−63.7% | Reduced |
| Meridian Investment Counsel Inc. | 2,686 | $233.0K | 0.09% | −75−2.7% | Reduced |
| BEAM Asset Management, LLC | 2,694 | $234.0K | 0.24% | −46−1.7% | Reduced |
| Thompson Davis & Co., Inc. | 2,700 | $234.6K | 0.33% | +2,700 | New |
| Traphagen Investment Advisors LLC | 2,707 | $235.2K | 0.04% | −539−16.6% | Reduced |
| TCG Advisory Services, LLC | 2,707 | $235.2K | 0.09% | −16,374−85.8% | Reduced |
| Occidental Asset Management, LLC | 2,714 | $235.8K | 0.06% | +450+19.9% | Added |
| Eldridge Investment Advisors, Inc. | 2,719 | $236.0K | 0.08% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 2,718 | $236.1K | 0.04% | −64−2.3% | Reduced |
| Spouting Rock Asset Management, LLC | 2,720 | $236.3K | 0.18% | +2,720 | New |
| Connecticut Wealth Management, LLC | 2,723 | $236.6K | 0.02% | −1,683−38.2% | Reduced |
| CPA Asset Management LLC | 2,724 | $236.7K | 0.18% | +2,724 | New |
| Birchcreek Wealth Management, LLC | 2,728 | $237.0K | 0.21% | +315+13.1% | Added |
| CX Institutional | 2,729 | $237.1K | 0.01% | −464−14.5% | Reduced |
| VisionPoint Advisory Group, LLC | 2,208 | $237.7K | 0.10% | +2,208 | New |
| Semus Wealth Partners LLC | 2,738 | $237.9K | 0.29% | +2,738 | New |
| Cutler Investment Counsel LLC | 2,741 | $238.1K | 0.04% | −395−12.6% | Reduced |
| Bellevue Asset Management, LLC | 2,783 | $238.5K | 0.18% | −159−5.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,747 | $238.7K | 0.13% | +91+3.4% | Added |
| RDA Financial Network | 2,749 | $238.8K | 0.12% | +2+0.1% | Added |
| First Pacific Advisors, LP | 2,750 | $238.9K | 0.00% | −350−11.3% | Reduced |
| Horan Securities, Inc. | 2,756 | $239.4K | 0.13% | −340−11.0% | Reduced |
| Caption Management, LLC | 2,756 | $239.4K | 0.04% | −6,944−71.6% | Reduced |
| Progressive Investment Management Corp | 2,757 | $239.5K | 0.09% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 2,763 | $240.1K | 0.10% | +194+7.6% | Added |
| CJM Wealth Advisers, Ltd. | 2,766 | $240.3K | 0.15% | −200−6.7% | Reduced |
| High Note Wealth, LLC | 2,772 | $240.8K | 0.10% | −1,085−28.1% | Reduced |
| Concord Wealth Partners | 2,775 | $241.1K | 0.07% | −38−1.4% | Reduced |
| Callan Family Office, LLC | 2,787 | $242.1K | 0.08% | +2,787 | New |
| Capital Performance Advisors LLP | 2,795 | $242.8K | 0.14% | +10.0% | Added |
| Clearwater Capital Advisors, LLC | 2,804 | $243.6K | 0.03% | −308−9.9% | Reduced |
| Collaborative Wealth Managment Inc. | 2,806 | $243.8K | 0.16% | +350+14.3% | Added |
| 1776 Wealth LLC | 2,809 | $244.0K | 0.18% | −9−0.3% | Reduced |
| Ategra Capital Management, LLC | 2,817 | $244.7K | 0.13% | −202−6.7% | Reduced |
| Centennial Bank | 2,818 | $244.8K | 0.14% | +2,818 | New |
| Lodestone Wealth Management LLC | 2,819 | $244.9K | 0.20% | +2,819 | New |
| Wescott Financial Advisory Group, LLC | 2,826 | $245.5K | 0.05% | −95−3.3% | Reduced |
| Rock Point Advisors, LLC | 2,832 | $246.0K | 0.09% | −59−2.0% | Reduced |
| Ballast, Inc. | 2,834 | $246.2K | 0.11% | −3,843−57.6% | Reduced |
| Keebeck Wealth Management, LLC | 2,836 | $246.4K | 0.04% | −2,341−45.2% | Reduced |
| Compass Financial Group, INC | 2,846 | $247.0K | 0.09% | +2,846 | New |
| Triad Financial Advisors, Inc. | 2,843 | $247.0K | 0.11% | +461+19.4% | Added |
| Titleist Asset Management, Ltd. | 2,854 | $248.0K | 0.06% | −579−16.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,849 | $248.0K | 0.14% | −41−1.4% | Reduced |
| Centric Wealth Management | 2,859 | $248.3K | 0.13% | +177+6.6% | Added |
| Meeder Asset Management Inc | 2,864 | $248.8K | 0.02% | −24,071−89.4% | Reduced |
| Holistic Financial Partners | 2,871 | $249.4K | 0.22% | +573+24.9% | Added |
| Peninsula Asset Management Inc | 2,875 | $250.0K | 0.15% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,880 | $250.2K | 0.26% | −142−4.7% | Reduced |
| Financial Partners Group, Inc | 2,325 | $250.4K | 0.06% | −75−3.1% | Reduced |
| Pathway Financial Advisors LLC | 2,885 | $250.6K | 0.08% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 2,885 | $250.6K | 0.28% | +2,885 | New |
| BCS Wealth Management | 2,887 | $251.0K | 0.11% | +300+11.6% | Added |
| Family Firm, Inc. | 2,890 | $251.1K | 0.07% | +731+33.9% | Added |
| Bellecapital International Ltd. | 2,890 | $251.1K | 0.07% | −2,041−41.4% | Reduced |
| East Coast Asset Management, LLC. | 2,890 | $251.1K | 0.13% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 2,893 | $251.3K | 0.22% | +2,893 | New |
| West Oak Capital, LLC | 2,896 | $252.0K | 0.13% | +75+2.7% | Added |
| Alethea Capital Management, LLC | 2,901 | $252.0K | 0.24% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 2,910 | $252.8K | 0.11% | −1,000−25.6% | Reduced |
| Royal Capital Wealth Management, LLC | 2,910 | $253.0K | 0.27% | −130−4.3% | Reduced |
| Legacy Financial Group, Inc. | 2,914 | $253.1K | 0.16% | +2,914 | New |
| Sugarloaf Wealth Management, LLC | 2,923 | $254.0K | 0.06% | −1,448−33.1% | Reduced |
| Meritage Portfolio Management | 2,926 | $254.0K | 0.02% | +55+1.9% | Added |
| Traynor Capital Management, Inc. | 2,928 | $254.4K | 0.04% | −119−3.9% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,929 | $254.5K | 0.10% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,931 | $254.6K | 0.02% | −396−11.9% | Reduced |
| Alpha Financial Partners, LLC | 2,943 | $255.7K | 0.31% | +2,943 | New |
| Redwood Wealth Management Group, LLC | 2,948 | $256.1K | 0.32% | +2,948 | New |
| Cardiff Park Advisors, LLC | 2,957 | $256.9K | 0.04% | −1,559−34.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,971 | $258.1K | 0.08% | +2,971 | New |
| Sage Private Wealth Group, LLC | 2,982 | $259.1K | 0.31% | −215−6.7% | Reduced |
| Financial Council Asset Management Inc | 2,983 | $259.1K | 0.16% | 00.0% | Unchanged |