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; 2,948 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 | 2,948 | $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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 4,027 | $349.0K | 0.49% | +4,027 | New |
| E&G Advisors, LP | 4,021 | $349.4K | 0.13% | −45−1.1% | Reduced |
| SP Asset Management LLC | 4,022 | $349.5K | 0.05% | +4,022 | New |
| Hutchinson Capital Management | 4,029 | $350.0K | 0.09% | −15−0.4% | Reduced |
| Sutton Wealth Advisors Inc. | 4,042 | $351.2K | 0.13% | −81−2.0% | Reduced |
| Prentice Wealth Management LLC | 4,048 | $351.7K | 0.18% | +99+2.5% | Added |
| KC Investment Advisors, LLC | 4,050 | $352.0K | 0.33% | −741−15.5% | Reduced |
| Parkside Advisors LLC | 4,061 | $352.8K | 0.12% | +476+13.3% | Added |
| Sonata Capital Group Inc | 4,060 | $353.0K | 0.20% | +1,000+32.7% | Added |
| Charter Oak Capital Management, LLC | 4,071 | $353.7K | 0.05% | −194−4.5% | Reduced |
| Magnolia Capital Advisors LLC | 4,070 | $354.0K | 0.24% | +151+3.9% | Added |
| DF Dent & Co Inc | 4,077 | $354.2K | 0.01% | −1,989−32.8% | Reduced |
| Evanson Asset Management, LLC | 4,080 | $354.5K | 0.04% | −1,028−20.1% | Reduced |
| Aufman Associates Inc | 4,086 | $354.9K | 0.33% | 00.0% | Unchanged |
| Inceptionr LLC | 4,090 | $355.3K | 0.19% | +4,090 | New |
| Centerpoint Advisors, LLC | 4,101 | $356.0K | 0.17% | +200+5.1% | Added |
| First City Capital Management, Inc. | 4,098 | $356.0K | 0.21% | −242−5.6% | Reduced |
| Deseret Mutual Benefit Administrators | 4,100 | $356.2K | 0.15% | −2,837−40.9% | Reduced |
| Fortis Advisors, LLC | 4,100 | $356.2K | 0.27% | 00.0% | Unchanged |
| Atom Investors LP | 4,111 | $357.2K | 0.18% | −49,106−92.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,112 | $357.3K | 0.10% | −703−14.6% | Reduced |
| Ssi Investment Management LLC | 4,121 | $358.0K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 4,128 | $358.6K | 0.08% | −571−12.2% | Reduced |
| Gryphon Financial Partners LLC | 4,135 | $359.3K | 0.09% | −1,147−21.7% | Reduced |
| Allegheny Financial Group LTD | 4,136 | $359.3K | 0.15% | +10.0% | Added |
| Wealth Management Associates, Inc. | 4,148 | $360.4K | 0.24% | +371+9.8% | Added |
| L2 Asset Management, LLC | 4,155 | $361.0K | 0.23% | +513+14.1% | Added |
| Tyler-Stone Wealth Management | 4,151 | $361.0K | 0.25% | −103−2.4% | Reduced |
| Wallace Advisory Group, LLC | 4,168 | $362.1K | 0.29% | +4,168 | New |
| First National Bank of Hutchinson | 4,172 | $362.5K | 0.31% | −601−12.6% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 4,186 | $363.0K | 0.31% | +277+7.1% | Added |
| Safeguard Investment Advisory Group, LLC | 4,200 | $364.9K | 0.22% | +4+0.1% | Added |
| Vahanian & Associates Financial Planning Inc. | 4,200 | $364.9K | 1.19% | +4,200 | New |
| Source Financial Advisors LLC | 4,202 | $365.1K | 0.14% | −462−9.9% | Reduced |
| QP Wealth Management, LLC | 4,206 | $365.4K | 0.57% | −3,220−43.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,209 | $365.7K | 0.04% | −916−17.9% | Reduced |
| Pacer Advisors, Inc. | 4,210 | $365.8K | 0.00% | +492+13.2% | Added |
| Elevated Capital Advisors, LLC | 4,221 | $366.8K | 0.14% | +4,221 | New |
| Taylor & Morgan Wealth Management, LLC | 4,222 | $366.8K | 0.35% | −700−14.2% | Reduced |
| Fairfield Financial Advisors, LTD | 4,234 | $367.8K | 0.17% | −1,921−31.2% | Reduced |
| AlphaStar Capital Management, LLC | 4,235 | $368.0K | 0.04% | −295−6.5% | Reduced |
| Cedrus LLC | 4,255 | $369.7K | 0.30% | −143−3.3% | Reduced |
| Orca Investment Management, LLC | 4,271 | $371.1K | 0.47% | −37−0.9% | Reduced |
| Palisade Asset Management, LLC | 4,276 | $371.5K | 0.04% | +69+1.6% | Added |
| Cable Hill Partners, LLC | 4,278 | $371.6K | 0.07% | −1,993−31.8% | Reduced |
| Laraway Financial Inc | 4,278 | $371.7K | 0.39% | −152−3.4% | Reduced |
| Angeles Investment Advisors, LLC | 4,293 | $373.0K | 0.03% | +4,293 | New |
| Wittenberg Investment Management, Inc. | 4,303 | $373.8K | 0.15% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,310 | $374.5K | 0.02% | +1,315+43.9% | Added |
| Enterprise Financial Services Corp | 4,314 | $374.8K | 0.26% | −236−5.2% | Reduced |
| Headinvest, LLC | 4,327 | $375.9K | 0.08% | +1,290+42.5% | Added |
| McDaniel Terry & Co | 4,327 | $376.0K | 0.04% | −1,106−20.4% | Reduced |
| IFG Advisors, LLC | 4,329 | $376.1K | 0.16% | −65−1.5% | Reduced |
| Advocate Group LLC | 4,341 | $377.1K | 0.08% | −2,143−33.1% | Reduced |
| Corrigan Financial, Inc. | 4,356 | $378.5K | 0.14% | −658−13.1% | Reduced |
| Platte River Wealth Advisors, LLC | 4,358 | $378.6K | 0.16% | −220−4.8% | Reduced |
| Crew Capital Management, Ltd. | 4,363 | $379.1K | 0.54% | −2,675−38.0% | Reduced |
| Pacific Sage Partners, LLC | 4,367 | $379.4K | 0.13% | +4,367 | New |
| Wambolt & Associates, LLC | 4,370 | $379.7K | 0.15% | −1,007−18.7% | Reduced |
| Basso Capital Management, L.P. | 4,370 | $379.7K | 0.41% | +4,370 | New |
| Royal Fund Management, LLC | 4,380 | $380.5K | 0.06% | +52+1.2% | Added |
| Childress Capital Advisors, LLC | 4,384 | $380.9K | 0.13% | −1,912−30.4% | Reduced |
| Reik & Co., LLC | 4,382 | $381.0K | 0.11% | −1,513−25.7% | Reduced |
| Kathleen S. Wright Associates Inc. | 4,380 | $381.0K | 0.26% | −320−6.8% | Reduced |
| Bickling Financial Services, Inc. | 4,394 | $381.8K | 0.24% | +413+10.4% | Added |
| First Bank & Trust | 4,396 | $382.0K | 0.11% | +107+2.5% | Added |
| Beacon Financial Advisory LLC | 4,408 | $383.0K | 0.27% | −452−9.3% | Reduced |
| First National Bank | 4,412 | $383.3K | 0.32% | −235−5.1% | Reduced |
| Patriot Investment Management Inc. | 3,505 | $383.9K | 0.03% | −348−9.0% | Reduced |
| Klingman & Associates, LLC | 4,427 | $384.6K | 0.03% | −499−10.1% | Reduced |
| Augustine Asset Management Inc | 4,432 | $385.1K | 0.21% | +4,432 | New |
| Personal Cfo Solutions, LLC | 4,430 | $385.2K | 0.08% | +910+25.9% | Added |
| Fortress Wealth Group, LLC | 4,434 | $385.2K | 0.27% | +1,750+65.2% | Added |
| Fairview Capital Investment Management, LLC | 4,444 | $386.2K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 4,447 | $386.4K | 0.10% | −215−4.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,912 | $387.0K | 0.22% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,456 | $387.1K | 0.11% | −876−16.4% | Reduced |
| Center for Financial Planning, Inc. | 4,458 | $387.3K | 0.09% | −700−13.6% | Reduced |
| Cidel Asset Management Inc | 4,461 | $387.6K | 0.02% | −157,792−97.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,463 | $387.7K | 0.04% | +4,463 | New |
| Grant/GrossMendelsohn, LLC | 4,133 | $388.1K | 0.20% | −403−8.9% | Reduced |
| Farmers Trust Co | 4,480 | $389.0K | 0.09% | −840−15.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,484 | $389.6K | 0.16% | −552−11.0% | Reduced |
| Cannon Financial Strategists, Inc. | 4,487 | $389.8K | 0.14% | +24+0.5% | Added |
| Integral Investment Advisors, Inc. | 4,488 | $389.9K | 0.30% | +4,488 | New |
| Core Alternative Capital | 4,492 | $390.3K | 0.05% | −4,052−47.4% | Reduced |
| Glen Eagle Advisors, LLC | 4,499 | $390.9K | 0.11% | −494−9.9% | Reduced |
| Hall Kathryn A. | 4,504 | $391.3K | 0.16% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 4,519 | $392.6K | 0.22% | −245−5.1% | Reduced |
| EPG Wealth Management LLC | 4,523 | $393.0K | 0.15% | −15,693−77.6% | Reduced |
| Farther Finance Advisors, LLC | 4,529 | $393.5K | 0.15% | +4,529 | New |
| Paragon Capital Management Ltd | 4,534 | $394.0K | 0.10% | +228+5.3% | Added |
| Bank Hapoalim BM | 4,533 | $394.0K | 0.05% | −13,171−74.4% | Reduced |
| Kingfisher Capital LLC | 4,537 | $394.0K | 0.10% | −3,103−40.6% | Reduced |
| Wealth Quarterback LLC | 4,537 | $394.2K | 0.33% | −236−4.9% | Reduced |
| Ironwood Financial, llc | 4,545 | $394.9K | 0.12% | +15+0.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,559 | $396.1K | 0.00% | −233−4.9% | Reduced |
| F/M Investments LLC | 4,577 | $397.7K | 0.48% | +4,577 | New |
| FinTrust Capital Advisors, LLC | 4,578 | $397.7K | 0.10% | −394−7.9% | Reduced |
| Taylor Hoffman Wealth Management | 4,581 | $398.0K | 0.24% | −5,626−55.1% | Reduced |