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 |
|---|---|---|---|---|---|
| Garner Asset Management Corp | 4,586 | $398.0K | 0.20% | −40−0.9% | Reduced |
| MPS Loria Financial Planners, LLC | 4,585 | $398.4K | 0.18% | +25+0.5% | Added |
| Aspen Investment Management Inc | 4,598 | $399.0K | 0.26% | −574−11.1% | Reduced |
| Guyasuta Investment Advisors Inc | 4,596 | $399.3K | 0.03% | −62,814−93.2% | Reduced |
| Little House Capital LLC | 4,600 | $399.6K | 0.20% | −24−0.5% | Reduced |
| Encompass Wealth Advisors, LLC | 4,600 | $399.7K | 0.15% | +100+2.2% | Added |
| Carolinas Wealth Consulting LLC | 15,190 | $401.0K | 0.09% | −17−0.1% | Reduced |
| McAdam, LLC | 2,592 | $401.0K | 0.04% | −650−20.0% | Reduced |
| Legend Financial Advisors, Inc. | 4,620 | $401.4K | 0.35% | −16−0.3% | Reduced |
| Foster & Motley Inc | 4,625 | $402.0K | 0.03% | −564−10.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,625 | $402.0K | 0.02% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 3,956 | $402.3K | 0.21% | +217+5.8% | Added |
| Barber Financial Group, Inc. | 4,636 | $402.8K | 0.11% | +433+10.3% | Added |
| Abeille Asset Management SA | 265,567 | $403.2K | 0.02% | −928−0.3% | Reduced |
| Wealth Architects, LLC | 4,652 | $404.2K | 0.08% | −453−8.9% | Reduced |
| Hedges Asset Management LLC | 4,660 | $404.9K | 0.36% | +4,660 | New |
| Rockingstone Advisors LLC | 4,662 | $405.0K | 0.30% | +4,662 | New |
| Oxinas Partners Wealth Management LLC | 4,666 | $405.4K | 0.34% | −147−3.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 4,674 | $406.0K | 0.42% | −183−3.8% | Reduced |
| Atticus Wealth Management, LLC | 4,691 | $407.6K | 0.17% | −1,337−22.2% | Reduced |
| Clean Yield Group | 4,694 | $407.8K | 0.18% | +279+6.3% | Added |
| Wealthquest Corp | 4,694 | $407.8K | 0.05% | −359−7.1% | Reduced |
| Retirement Income Solutions, Inc | 4,695 | $407.9K | 0.13% | +335+7.7% | Added |
| Wealth Advisors of Iowa, LLC | 4,704 | $408.7K | 0.33% | −25−0.5% | Reduced |
| Mathes Company, Inc. | 4,705 | $409.0K | 0.21% | +195+4.3% | Added |
| Empirical Asset Management, LLC | 7,052 | $409.1K | 0.43% | +7,052 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,720 | $410.1K | 0.20% | −101−2.1% | Reduced |
| Systematic Alpha Investments, LLC | 4,731 | $411.0K | 0.02% | 00.0% | Unchanged |
| Heron Bay Capital Management | 4,750 | $412.7K | 0.26% | +438+10.2% | Added |
| Prosperity Wealth Management, Inc. | 4,775 | $414.9K | 0.41% | +4,775 | New |
| MTM Investment Management, LLC | 4,795 | $416.6K | 0.22% | −33−0.7% | Reduced |
| Cairn Investment Group, Inc. | 4,800 | $417.0K | 0.31% | +425+9.7% | Added |
| RiverFront Investment Group, LLC | 4,800 | $417.0K | 0.09% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 4,800 | $417.0K | 0.17% | +4,800 | New |
| Burt Wealth Advisors | 4,801 | $417.1K | 0.14% | 00.0% | Unchanged |
| South Street Advisors LLC | 4,810 | $417.9K | 0.09% | +100+2.1% | Added |
| Enzi Wealth | 3,944 | $418.1K | 0.20% | +25+0.6% | Added |
| Sloy Dahl & Holst, LLC | 4,836 | $420.2K | 0.15% | −384−7.4% | Reduced |
| RFP Financial Group LLC | 4,850 | $421.4K | 0.19% | +4,850 | New |
| High Net Worth Advisory Group LLC | 4,857 | $422.0K | 0.16% | +41+0.9% | Added |
| KCS Wealth Advisory | 4,860 | $422.2K | 0.18% | −96−1.9% | Reduced |
| Manchester Financial Inc | 4,868 | $422.9K | 0.11% | +105+2.2% | Added |
| Wealth Effects LLC | 4,872 | $423.2K | 0.24% | −2,359−32.6% | Reduced |
| Epic Trust Investment Advisors, LLC | 4,894 | $425.0K | 0.64% | −999−17.0% | Reduced |
| Sax Wealth Advisors, LLC | 4,899 | $425.6K | 0.10% | +50+1.0% | Added |
| Alta Advisers Ltd | 4,900 | $426.0K | 0.26% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,909 | $426.5K | 0.04% | +160+3.4% | Added |
| Meritas Wealth Management, LLC | 4,910 | $426.6K | 0.35% | +4,910 | New |
| Second Half Financial Partners, LLC | 3,935 | $426.9K | 0.28% | +35+0.9% | Added |
| Amica Retiree Medical Trust | 4,916 | $427.0K | 0.55% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,915 | $427.0K | 0.52% | +425+9.5% | Added |
| Watchman Group, Inc. | 4,920 | $427.4K | 0.24% | −16,542−77.1% | Reduced |
| Security Financial Services, INC. | 4,934 | $428.7K | 0.13% | +784+18.9% | Added |
| Northside Capital Management, LLC | 4,973 | $432.1K | 0.13% | +455+10.1% | Added |
| Ridgewood Investments LLC | 4,978 | $432.5K | 0.31% | +4,978 | New |
| Hoese & Co LLP | 4,423 | $433.0K | 0.46% | −14−0.3% | Reduced |
| Salomon & Ludwin, LLC | 4,985 | $433.1K | 0.05% | +2,192+78.5% | Added |
| Kades & Cheifetz LLC | 4,987 | $433.2K | 0.36% | +4,987 | New |
| Financial Insights, Inc. | 4,999 | $434.3K | 0.21% | +1,115+28.7% | Added |
| Strait & Sound Wealth Management LLC | 4,348 | $434.4K | 0.47% | +4,348 | New |
| Cornerstone Wealth Group, LLC | 5,001 | $434.5K | 0.08% | −632−11.2% | Reduced |
| Polaris Wealth Advisory Group, LLC | 4,511 | $434.5K | 0.03% | +100+2.3% | Added |
| Resonant Capital Advisors, LLC | 5,002 | $434.6K | 0.05% | −14,944−74.9% | Reduced |
| Mainsail Financial Group, LLC | 4,378 | $434.7K | 0.44% | +4,378 | New |
| My Personal CFO, LLC | 491 | $434.9K | 0.43% | −2−0.4% | Reduced |
| LifeSteps Financial, Inc. | 5,015 | $435.7K | 0.45% | −68−1.3% | Reduced |
| Linscomb & Williams, Inc. | 5,020 | $436.1K | 0.02% | +1,942+63.1% | Added |
| Plancorp, LLC | 5,032 | $437.2K | 0.03% | −624−11.0% | Reduced |
| Parkside Financial Bank & Trust | 5,050 | $438.7K | 0.13% | −1,365−21.3% | Reduced |
| Waypoint Capital Advisors, LLC | 5,051 | $438.8K | 0.15% | +16+0.3% | Added |
| Gyroscope Capital Management Group, LLC | 5,054 | $439.1K | 0.13% | −646−11.3% | Reduced |
| WP Advisors, LLC | 5,055 | $439.2K | 0.20% | −2,872−36.2% | Reduced |
| Coastwise Capital Group, LLC | 5,056 | $439.3K | 0.52% | +847+20.1% | Added |
| UMA Financial Services, Inc. | 4,149 | $439.8K | 0.12% | +195+4.9% | Added |
| Schrum Private Wealth Management LLC | 5,066 | $440.1K | 0.52% | −222−4.2% | Reduced |
| Twelve Points Wealth Management LLC | 5,070 | $440.5K | 0.30% | +124+2.5% | Added |
| Presilium Private Wealth, LLC | 5,099 | $443.0K | 0.19% | +5,099 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,108 | $443.8K | 0.14% | −169−3.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,111 | $444.1K | 0.15% | −550−9.7% | Reduced |
| Mason & Associates Inc | 5,120 | $444.8K | 0.14% | +581+12.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,128 | $445.5K | 0.24% | −222−4.1% | Reduced |
| Apella Capital, LLC | 5,139 | $446.5K | 0.04% | +828+19.2% | Added |
| Ruffer LLP | 5,125 | $446.6K | 0.03% | −20,696−80.2% | Reduced |
| First Personal Financial Services | 5,152 | $447.6K | 0.12% | −102−1.9% | Reduced |
| PSI Advisors, LLC | 5,155 | $447.8K | 0.24% | +139+2.8% | Added |
| Resource Consulting Group Inc | 5,158 | $448.1K | 0.12% | −2,643−33.9% | Reduced |
| Crescent Grove Advisors, LLC | 5,163 | $448.6K | 0.05% | −21−0.4% | Reduced |
| Burton Enright Welch | 5,165 | $448.7K | 0.19% | −121−2.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 5,177 | $450.0K | 0.15% | +5,177 | New |
| ETF Managers Group, LLC | 5,184 | $450.4K | 0.02% | +188+3.8% | Added |
| Community Bank of Raymore | 5,197 | $451.5K | 0.17% | +2,000+62.6% | Added |
| TCM Advisors, LLC | – | $451.8K | 0.47% | – | – |
| Monetary Management Group Inc | 5,200 | $451.8K | 0.14% | +600+13.0% | Added |
| Ellis Investment Partners, LLC | 5,210 | $452.6K | 0.12% | −49−0.9% | Reduced |
| Baron Wealth Management LLC | 5,219 | $453.4K | 0.35% | +5,219 | New |
| Financial Advisory Corp | 5,228 | $454.0K | 0.23% | +2,110+67.7% | Added |
| United Bank | 5,242 | $455.4K | 0.06% | −3,692−41.3% | Reduced |
| Probity Advisors, Inc. | 5,247 | $455.9K | 0.10% | +655+14.3% | Added |
| Avestar Capital, LLC | 5,256 | $456.6K | 0.10% | −1,561−22.9% | Reduced |
| New World Advisors LLC | 5,284 | $459.1K | 0.16% | +1,810+52.1% | Added |