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 |
|---|---|---|---|---|---|
| Well Done, LLC | 3,725 | $300.0K | 0.06% | +1,182+46.5% | Added |
| FSB Premier Wealth Management, Inc. | 3,467 | $301.2K | 0.16% | +519+17.6% | Added |
| McRae Capital Management Inc | 3,475 | $301.9K | 0.09% | −600−14.7% | Reduced |
| Saxon Interests, Inc. | 3,192 | $302.5K | 0.17% | −32−1.0% | Reduced |
| Meridian Wealth Advisors, LLC | 3,500 | $304.1K | 0.08% | −1,060−23.2% | Reduced |
| Sharper & Granite LLC | 3,510 | $304.9K | 0.20% | +3,510 | New |
| Broadleaf Partners, LLC | 3,520 | $306.0K | 0.12% | −405−10.3% | Reduced |
| Riverbridge Partners LLC | 3,525 | $306.0K | 0.00% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 3,525 | $306.3K | 0.09% | −212−5.7% | Reduced |
| Cooper/Haims Advisors, LLC | 3,535 | $307.0K | 0.22% | −529−13.0% | Reduced |
| E Fund Management Co., Ltd. | 3,529 | $307.0K | 0.03% | −163−4.4% | Reduced |
| Provence Wealth Management Group | 3,534 | $307.0K | 0.25% | +3,534 | New |
| Aveo Capital Partners, LLC | 3,540 | $307.6K | 0.05% | +521+17.3% | Added |
| TFC Financial Management | 3,551 | $308.5K | 0.09% | −699−16.4% | Reduced |
| Coyle Financial Counsel LLC | 3,553 | $308.7K | 0.15% | −145−3.9% | Reduced |
| West Wealth Group, LLC | 3,558 | $309.1K | 0.15% | −23−0.6% | Reduced |
| Private Portfolio Partners LLC | 3,563 | $309.5K | 0.08% | −745−17.3% | Reduced |
| Prentiss Smith & Co Inc | 3,565 | $309.7K | 0.28% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,567 | $309.9K | 0.11% | −30−0.8% | Reduced |
| Kelman-Lazarov, Inc. | 3,575 | $310.6K | 0.09% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,578 | $310.9K | 0.01% | −15,007−80.7% | Reduced |
| First National Corp | 3,594 | $312.2K | 0.08% | −60−1.6% | Reduced |
| Buckley Wealth Management, LLC | 3,597 | $312.5K | 0.11% | +67+1.9% | Added |
| Saturna Capital CORP | 3,600 | $312.8K | 0.01% | −2,401−40.0% | Reduced |
| Wellspring Financial Advisors, LLC | 3,615 | $314.1K | 0.10% | +291+8.8% | Added |
| Alesco Advisors LLC | 3,619 | $314.5K | 0.01% | −15−0.4% | Reduced |
| Affiance Financial, LLC | 3,624 | $314.8K | 0.13% | +151+4.3% | Added |
| Guardian Wealth Advisors, LLC | 3,642 | $316.4K | 0.06% | −35−1.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,633 | $316.5K | 0.10% | −218−5.7% | Reduced |
| Insight Advisors, LLC | 3,567 | $317.1K | 0.11% | −228−6.0% | Reduced |
| First Affirmative Financial Network | 3,651 | $317.2K | 0.38% | −676−15.6% | Reduced |
| Ackerman Capital Advisors, LLC | 3,667 | $318.6K | 0.09% | −65−1.7% | Reduced |
| New England Capital Financial Advisors LLC | 3,091 | $319.9K | 0.23% | +3,091 | New |
| Windsor Group LTD | 3,412 | $320.0K | 0.07% | −15−0.4% | Reduced |
| Marathon Trading Investment Management LLC | 3,688 | $320.4K | 0.21% | −22,470−85.9% | Reduced |
| Gemmer Asset Management LLC | 3,689 | $320.5K | 0.05% | −162−4.2% | Reduced |
| Mach-1 Financial Group, Inc. | 3,697 | $321.2K | 0.15% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,365 | $321.5K | 0.12% | −535−13.7% | Reduced |
| Long Run Wealth Advisors, LLC | 3,704 | $321.8K | 0.12% | 00.0% | Unchanged |
| Humankind Investments LLC | 3,705 | $321.9K | 0.14% | +883+31.3% | Added |
| New Jersey Better Educational Savings Trust | 3,706 | $322.0K | 0.95% | 00.0% | Unchanged |
| Towercrest Capital Management | 3,715 | $322.7K | 0.07% | +175+4.9% | Added |
| Bridgewealth Advisory Group, LLC | 3,717 | $322.9K | 0.63% | +3,717 | New |
| Aspen Wealth Strategies, LLC | 3,717 | $322.9K | 0.26% | +3,717 | New |
| SBB Research Group LLC | 3,718 | $323.0K | 0.47% | −500−11.9% | Reduced |
| Hofer & Associates. Inc | 3,718 | $323.0K | 0.32% | −48−1.3% | Reduced |
| Michael B. Yongue | 3,718 | $323.0K | 0.30% | −2,530−40.5% | Reduced |
| Prestige Wealth Management Group LLC | 3,728 | $323.9K | 0.08% | +1,017+37.5% | Added |
| Cutter & CO Brokerage, Inc. | 3,745 | $325.4K | 0.11% | +5+0.1% | Added |
| First National Bank of South Miami | 3,757 | $326.0K | 0.24% | −527−12.3% | Reduced |
| Abner Herrman & Brock LLC | 3,754 | $326.0K | 0.05% | −147−3.8% | Reduced |
| Somerset Trust Co | 3,755 | $326.0K | 0.14% | +149+4.1% | Added |
| Colton Groome Financial Advisors, LLC | 3,758 | $326.5K | 0.16% | +695+22.7% | Added |
| Dentgroup LLC | 3,762 | $326.8K | 0.28% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,782 | $327.0K | 0.01% | −107,678−96.6% | Reduced |
| Truadvice, LLC | 3,281 | $327.8K | 0.17% | −30−0.9% | Reduced |
| Intrepid Financial Planning Group LLC | 3,775 | $328.0K | 0.18% | −175−4.4% | Reduced |
| Copperwynd Financial, LLC | 3,778 | $328.2K | 0.18% | −20,256−84.3% | Reduced |
| Innovis Asset Management LLC | 3,780 | $328.4K | 0.15% | +3,780 | New |
| McClarren Financial Advisors, Inc. | 3,793 | $329.0K | 0.31% | +8+0.2% | Added |
| Paradigm Asset Management Co LLC | 3,800 | $330.1K | 0.09% | +3,800 | New |
| Outlook Wealth Advisors, LLC | 3,804 | $330.5K | 0.16% | +3,804 | New |
| ASB Consultores, LLC | 3,805 | $330.6K | 0.14% | +7+0.2% | Added |
| Windsor Capital Management, LLC | 3,806 | $330.7K | 0.12% | −308−7.5% | Reduced |
| Greenwich Wealth Management LLC | 3,810 | $331.0K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,925 | $331.1K | 0.16% | +2,925 | New |
| BCK Capital Management LP | 3,826 | $332.4K | 0.34% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 3,828 | $332.5K | 0.04% | −61−1.6% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,843 | $333.9K | 0.27% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,855 | $334.9K | 0.14% | −303−7.3% | Reduced |
| RBA Wealth Management, LLC | 3,855 | $335.0K | 0.18% | −11−0.3% | Reduced |
| Caxton Associates LP | 3,860 | $335.4K | 0.02% | −4,489−53.8% | Reduced |
| Joule Financial, LLC | 3,881 | $337.2K | 0.22% | +3,881 | New |
| Redwood Financial Network Corp | 3,887 | $337.7K | 0.38% | +146+3.9% | Added |
| Silvia McColl Wealth Management, LLC | 3,901 | $338.9K | 0.33% | +3,901 | New |
| BFSG, LLC | 3,900 | $339.0K | 0.07% | +292+8.1% | Added |
| Paloma Partners Management Co | 3,909 | $339.6K | 0.07% | −39,169−90.9% | Reduced |
| MJP Associates Inc | 3,917 | $340.3K | 0.10% | −548−12.3% | Reduced |
| Sensible Money, LLC | 3,925 | $341.0K | 0.36% | +3,925 | New |
| LVW Advisors, LLC | 3,928 | $341.3K | 0.07% | −141−3.5% | Reduced |
| Geller Advisors LLC | 3,931 | $341.5K | 0.06% | −2,487−38.8% | Reduced |
| Waddell & Associates, LLC | 3,933 | $341.7K | 0.06% | +1,447+58.2% | Added |
| Barrett & Company, Inc. | 3,934 | $341.8K | 0.23% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,936 | $342.0K | 0.12% | +110+2.9% | Added |
| Truvestments Capital LLC | 3,937 | $342.1K | 0.19% | −224−5.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,938 | $342.1K | 0.04% | −690−14.9% | Reduced |
| Global Assets Advisory, LLC | 3,956 | $343.7K | 0.36% | −1,072−21.3% | Reduced |
| Summit Asset Management, LLC | 3,960 | $344.1K | 0.10% | −260−6.2% | Reduced |
| Gradient Capital Advisors, LLC | 3,963 | $344.3K | 0.16% | −160−3.9% | Reduced |
| Marotta Asset Management | 3,970 | $344.9K | 0.08% | −82−2.0% | Reduced |
| Segment Wealth Management, LLC | 3,970 | $344.9K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,974 | $345.3K | 0.03% | −1,592−28.6% | Reduced |
| Guardian Investment Management | 3,975 | $345.3K | 0.33% | −625−13.6% | Reduced |
| Chelsea Counsel Co | 3,987 | $346.4K | 0.17% | +10+0.3% | Added |
| Cora Capital Advisors LLC | 3,988 | $346.4K | 0.24% | +3,988 | New |
| Triumph Capital Management | 4,000 | $347.5K | 0.19% | +926+30.1% | Added |
| XY Capital Ltd | 4,000 | $347.5K | 0.28% | +4,000 | New |
| Professional Advisory Services Inc | 4,005 | $348.0K | 0.06% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,008 | $348.2K | 0.22% | +4,008 | New |
| Fiera Capital Corp | 4,013 | $348.6K | 0.00% | −2,262−36.0% | Reduced |