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 |
|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 2,888 | $259.4K | 0.09% | +2,888 | New |
| Benedict Financial Advisors Inc | 2,986 | $259.4K | 0.08% | −10,511−77.9% | Reduced |
| Lowell Blake & Associates Inc. | 2,987 | $259.6K | 0.09% | +84+2.9% | Added |
| Hudock, Inc. | 2,994 | $260.2K | 0.09% | +28+0.9% | Added |
| Fca Corp | 3,000 | $260.6K | 0.10% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 3,016 | $262.0K | 0.05% | −1,050−25.8% | Reduced |
| Kearns & Associates LLC | 3,020 | $262.4K | 0.28% | +3,020 | New |
| Custos Family Office, LLC | 3,022 | $262.6K | 0.21% | +3,022 | New |
| Levy Wealth Management Group, LLC | 3,023 | $262.6K | 0.09% | −211−6.5% | Reduced |
| Cohen & Steers, Inc. | 3,022 | $263.0K | 0.00% | +1,173+63.4% | Added |
| Financial Freedom, LLC | 3,033 | $263.5K | 0.18% | +3,033 | New |
| Wedgewood Partners Inc | 3,050 | $264.0K | 0.05% | −250−7.6% | Reduced |
| Forbes J M & Co LLP | 3,061 | $265.0K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 3,055 | $265.4K | 0.13% | −757−19.9% | Reduced |
| Gateway Wealth Partners, LLC | 3,055 | $265.4K | 0.05% | +3,055 | New |
| Seed Wealth Management, Inc. | 3,056 | $265.5K | 0.30% | +3,056 | New |
| STAR Financial Bank | 3,066 | $266.4K | 0.26% | +3,066 | New |
| Tradewinds Capital Management, LLC | 3,066 | $266.4K | 0.12% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,068 | $266.5K | 0.03% | −1,271−29.3% | Reduced |
| Convergence Investment Partners, LLC | 3,070 | $266.7K | 0.16% | −413−11.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,072 | $266.9K | 0.16% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,085 | $268.0K | 0.06% | +10.0% | Added |
| CFO4Life, L.P. | 3,085 | $268.0K | 0.06% | +3,085 | New |
| One Charles Private Wealth Services, LLC | 3,092 | $268.6K | 0.17% | +31+1.0% | Added |
| KFA Private Wealth Group, LLC | 3,094 | $268.8K | 0.14% | +524+20.4% | Added |
| Sendero Wealth Management, LLC | 3,096 | $269.0K | 0.10% | +618+24.9% | Added |
| Investmark Advisory Group LLC | 3,096 | $269.0K | 0.20% | +177+6.1% | Added |
| CMG Global Holdings, LLC | 3,099 | $269.2K | 0.26% | −1,261−28.9% | Reduced |
| WJ Wealth Management, LLC | 3,100 | $269.3K | 0.16% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 3,111 | $270.3K | 0.05% | −62−2.0% | Reduced |
| MBA Advisors LLC | 3,118 | $270.9K | 0.18% | −1,290−29.3% | Reduced |
| Willow Creek Wealth Management Inc. | 3,124 | $271.0K | 0.04% | −210−6.3% | Reduced |
| Oak Thistle LLC | 3,125 | $271.5K | 0.58% | −902−22.4% | Reduced |
| Prospect Hill Management, LLC | 3,125 | $271.5K | 0.24% | −600−16.1% | Reduced |
| Capital CS Group, LLC | 3,125 | $271.5K | 0.30% | 00.0% | Unchanged |
| True Capital Management | 3,126 | $271.6K | 0.22% | +3,126 | New |
| Brown, Lisle/Cummings, Inc. | 3,133 | $272.2K | 0.15% | +729+30.3% | Added |
| Kooman & Associates | 3,133 | $272.2K | 0.27% | +3,133 | New |
| EPIQ Capital Group, LLC | 3,142 | $273.0K | 0.16% | +56+1.8% | Added |
| USAdvisors Wealth Management, LLC | 3,138 | $273.0K | 0.13% | +311+11.0% | Added |
| Goepper Burkhardt LLC | 3,150 | $273.7K | 0.19% | +320+11.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,161 | $274.7K | 0.02% | −354−10.1% | Reduced |
| Private Ocean, LLC | 3,164 | $274.9K | 0.03% | −375−10.6% | Reduced |
| City State Bank | 3,177 | $276.0K | 0.17% | −85−2.6% | Reduced |
| TSFG, LLC | 3,178 | $276.0K | 0.11% | +63+2.0% | Added |
| Capstone Financial Advisors, Inc. | 3,183 | $276.5K | 0.02% | +260+8.9% | Added |
| Van Leeuwen & Company, LLC | 3,192 | $277.3K | 0.19% | +92+3.0% | Added |
| Kercheville Advisors, LLC | 3,198 | $277.8K | 0.19% | +380+13.5% | Added |
| Miramar Capital, LLC | 3,205 | $278.5K | 0.07% | +52+1.6% | Added |
| BlackDiamond Wealth Management Inc. | 2,918 | $278.9K | 0.32% | +137+4.9% | Added |
| CNB Bank | 3,211 | $279.0K | 0.17% | −65−2.0% | Reduced |
| Unison Asset Management LLC | 3,235 | $281.0K | 0.23% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,240 | $281.5K | 0.09% | −785−19.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,247 | $282.1K | 0.09% | +3,247 | New |
| WestHill Financial Advisors, Inc. | 3,249 | $282.2K | 0.09% | +5+0.2% | Added |
| Ambassador Advisors, LLC | 3,249 | $282.3K | 0.06% | +3,249 | New |
| Column Capital Advisors, LLC | 3,252 | $282.6K | 0.05% | +148+4.8% | Added |
| Rede Wealth, LLC | 3,254 | $282.7K | 0.15% | +52+1.6% | Added |
| TruWealth Advisors, LLC | 3,255 | $282.8K | 0.03% | −662−16.9% | Reduced |
| Northwest Capital Management Inc | 3,260 | $283.2K | 0.15% | −409−11.1% | Reduced |
| Gilbert & Cook, Inc. | 3,266 | $283.7K | 0.05% | −10−0.3% | Reduced |
| Fusion Capital, LLC | 3,267 | $283.8K | 0.17% | −37−1.1% | Reduced |
| Wedge Capital Management L L P | 3,272 | $284.0K | 0.00% | −154−4.5% | Reduced |
| Advisory Resource Group | 3,272 | $284.3K | 0.08% | +261+8.7% | Added |
| McGuire Investment Group, LLC | 3,272 | $284.3K | 0.06% | −48−1.4% | Reduced |
| Lodestar Private Asset Management LLC | 3,288 | $285.7K | 0.05% | +3,288 | New |
| Atwood & Palmer Inc | 3,290 | $285.8K | 0.03% | +1,000+43.7% | Added |
| Altshuler Shaham Ltd | 3,300 | $286.7K | 0.01% | −12,400−79.0% | Reduced |
| Capital City Trust Co | 3,301 | $286.8K | 0.09% | −2,084−38.7% | Reduced |
| Zions Bancorporation, N.A. | 3,311 | $287.7K | 0.02% | −11,614−77.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 3,311 | $288.0K | 0.21% | −2,001−37.7% | Reduced |
| Seven Post Investment Office LP | 3,324 | $288.8K | 0.10% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 3,327 | $289.1K | 0.18% | −1,216−26.8% | Reduced |
| Hill Investment Group Partners, LLC | 3,340 | $290.2K | 0.07% | +3,340 | New |
| Portland Global Advisors LLC | 3,352 | $291.0K | 0.05% | −112−3.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,350 | $291.0K | 0.35% | −1,500−30.9% | Reduced |
| Evermay Wealth Management LLC | 3,351 | $291.1K | 0.06% | −1,680−33.4% | Reduced |
| Tennessee Valley Asset Management Partners | 3,355 | $291.5K | 0.10% | +236+7.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,357 | $291.7K | 0.14% | +20+0.6% | Added |
| Affinity Capital Advisors, LLC | 3,359 | $291.9K | 0.10% | +69+2.1% | Added |
| Monticello Wealth Management, LLC | 3,360 | $291.9K | 0.03% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 3,367 | $292.5K | 0.16% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 3,368 | $292.6K | 0.12% | −851−20.2% | Reduced |
| Trifecta Capital Advisors, LLC | 3,379 | $293.6K | 0.12% | +3,379 | New |
| Gray Wealth Management Inc. | 3,380 | $293.7K | 0.17% | −1,265−27.2% | Reduced |
| Coppell Advisory Solutions LLC | 3,381 | $293.7K | 0.11% | +3,381 | New |
| Coppell Advisory Solutions Corp. | 3,381 | $293.7K | 0.11% | +3,381 | New |
| Wulff, Hansen & Co. | 3,385 | $294.1K | 0.36% | −115−3.3% | Reduced |
| Sovereign Financial Group, Inc. | 3,385 | $294.1K | 0.12% | +928+37.8% | Added |
| Foster Victor Wealth Advisors, LLC | 3,132 | $294.1K | 0.04% | +345+12.4% | Added |
| Creative Financial Designs Inc | 3,392 | $294.7K | 0.04% | −231−6.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,415 | $296.7K | 0.20% | −225−6.2% | Reduced |
| Cardinal Strategic Wealth Guidance | 3,413 | $296.9K | 0.14% | −1,022−23.0% | Reduced |
| Core Wealth Partners LLC | 3,751 | $297.6K | 0.37% | +3,751 | New |
| Marathon Capital Management | 3,431 | $298.1K | 0.08% | +395+13.0% | Added |
| NFP Retirement, Inc. | 3,440 | $298.9K | 0.07% | +25+0.7% | Added |
| Atlantic Trust, LLC | 3,437 | $299.0K | 0.10% | −1,158−25.2% | Reduced |
| Bennett Selby Investments LP | 3,436 | $299.0K | 0.22% | −930−21.3% | Reduced |
| Marks Group Wealth Management, Inc | 3,449 | $299.6K | 0.04% | +94+2.8% | Added |
| Lokken Investment Group LLC | 3,453 | $300.0K | 0.24% | +3,453 | New |