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 |
|---|---|---|---|---|---|
| Godshalk Welsh Capital Management, Inc. | 5,287 | $459.3K | 0.34% | −770−12.7% | Reduced |
| Crewe Advisors LLC | 5,290 | $459.6K | 0.07% | −1,845−25.9% | Reduced |
| Venturi Wealth Management, LLC | 5,297 | $460.2K | 0.04% | −253−4.6% | Reduced |
| 3Chopt Investment Partners, LLC | 5,298 | $460.3K | 0.25% | +5,298 | New |
| Pecaut & Co. | 5,298 | $460.3K | 0.22% | −20,965−79.8% | Reduced |
| Latitude Advisors, LLC | 5,305 | $460.9K | 0.35% | −57−1.1% | Reduced |
| Gladius Capital Management LP | 5,310 | $461.3K | 0.15% | −10,307−66.0% | Reduced |
| Conway Capital Management, Inc. | 5,317 | $461.9K | 0.47% | −4,053−43.3% | Reduced |
| PDS Planning, Inc | 5,343 | $464.2K | 0.07% | −1,064−16.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,344 | $464.3K | 0.10% | −31−0.6% | Reduced |
| Chimera Capital Management LLC | 5,344 | $464.3K | 0.13% | +5,344 | New |
| Wedmont Private Capital | 4,945 | $464.4K | 0.07% | −5,890−54.4% | Reduced |
| S. R. Schill & Associates | 5,355 | $465.3K | 0.23% | +1,027+23.7% | Added |
| Neumann Capital Management, LLC | 5,364 | $466.0K | 0.22% | 00.0% | Unchanged |
| Front Row Advisors LLC | 5,376 | $467.0K | 0.24% | −7,090−56.9% | Reduced |
| Maple Capital Management, Inc. | 5,376 | $467.0K | 0.06% | +120+2.3% | Added |
| Pinnacle Bancorp, Inc. | 5,386 | $468.0K | 0.18% | +202+3.9% | Added |
| Boit C F David | 5,400 | $469.2K | 0.33% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 5,402 | $469.3K | 0.50% | +5,402 | New |
| GFG Capital, LLC | 5,402 | $469.3K | 0.11% | +2,336+76.2% | Added |
| Horizon Kinetics Asset Management LLC | 5,413 | $470.3K | 0.01% | −1,547−22.2% | Reduced |
| TCI Wealth Advisors, Inc. | 5,415 | $470.5K | 0.07% | −57−1.0% | Reduced |
| Advus Financial Partners, LLC | 5,420 | $470.9K | 0.21% | −1,510−21.8% | Reduced |
| AlphaCore Capital LLC | 5,424 | $471.3K | 0.18% | +1,156+27.1% | Added |
| EverSource Wealth Advisors, LLC | 5,428 | $471.6K | 0.07% | −821−13.1% | Reduced |
| Visionary Wealth Advisors | 5,434 | $472.0K | 0.04% | −602−10.0% | Reduced |
| Mark Stevens | 5,444 | $473.0K | 0.06% | −2,454−31.1% | Reduced |
| Beck Mack & Oliver LLC | 5,446 | $473.2K | 0.01% | −6,173−53.1% | Reduced |
| Athena Investment Management | 5,464 | $474.7K | 0.35% | −188−3.3% | Reduced |
| Paragon Private Wealth Management, LLC | 5,479 | $476.0K | 0.43% | −155−2.8% | Reduced |
| Aaron Wealth Advisors | 5,481 | $476.2K | 0.07% | +1,131+26.0% | Added |
| Virtue Capital Management, LLC | 5,498 | $477.7K | 0.07% | −218−3.8% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,507 | $478.4K | 0.14% | −110−2.0% | Reduced |
| Asset Management Corp | 5,525 | $480.0K | 0.40% | −1,643−22.9% | Reduced |
| Wealth Management Partners, LLC | 6,000 | $481.1K | 0.40% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 5,565 | $483.4K | 0.12% | −25,958−82.3% | Reduced |
| Argent Capital Management LLC | 5,585 | $485.2K | 0.02% | 00.0% | Unchanged |
| Vigilare Wealth Management | 5,594 | $486.0K | 0.28% | −1,204−17.7% | Reduced |
| Legacy Financial Advisors, Inc. | 5,594 | $486.0K | 0.10% | −1,879−25.1% | Reduced |
| Advisory Alpha, LLC | 5,594 | $486.0K | 0.03% | −151−2.6% | Reduced |
| LSV Asset Management | 5,600 | $487.0K | 0.00% | −5,000−47.2% | Reduced |
| Founders Capital Management | 5,616 | $488.0K | 0.37% | −15−0.3% | Reduced |
| Sunflower Bank, N.A. | 5,629 | $489.0K | 0.11% | −755−11.8% | Reduced |
| Acorn Wealth Advisors, LLC | 5,630 | $489.0K | 0.37% | −24−0.4% | Reduced |
| Centurion Wealth Management LLC | 5,630 | $489.1K | 0.28% | +5,630 | New |
| Slocum, Gordon & Co LLP | 5,637 | $489.8K | 0.32% | +5,637 | New |
| Ignite Planners, LLC | 4,483 | $491.1K | 0.21% | +4,483 | New |
| Vivaldi Capital Management, LLC | 5,187 | $491.6K | 0.12% | −2,471−32.3% | Reduced |
| Sun Life Financial INC | 5,634 | $492.2K | 0.04% | −284−4.8% | Reduced |
| Flynn Zito Capital Management, LLC | 5,687 | $494.1K | 0.41% | −247−4.2% | Reduced |
| Bluesphere Advisors, LLC | 5,687 | $494.1K | 0.44% | −2,273−28.6% | Reduced |
| Addison Advisors LLC | 5,714 | $496.4K | 0.30% | −430−7.0% | Reduced |
| InTrack Investment Management Inc | 5,720 | $497.0K | 0.50% | −1,660−22.5% | Reduced |
| Global Strategic Investment Solutions, LLC | 5,737 | $498.5K | 0.03% | +617+12.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 5,756 | $500.0K | 0.12% | +5,756 | New |
| Lifeworks Advisors, LLC | 5,756 | $500.1K | 0.28% | −1,350−19.0% | Reduced |
| Global Financial Private Client, LLC | 5,768 | $501.1K | 0.28% | −4,848−45.7% | Reduced |
| Avaii Wealth Management, LLC | 5,771 | $501.4K | 0.45% | +285+5.2% | Added |
| Palogic Value Management, L.P. | 5,775 | $501.7K | 0.26% | +5,775 | New |
| Tran Capital Management, L.P. | 5,787 | $502.8K | 0.06% | −226,215−97.5% | Reduced |
| Profit Investment Management, LLC | 5,793 | $503.3K | 0.35% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 5,800 | $504.0K | 0.13% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 5,813 | $505.0K | 0.13% | −328−5.3% | Reduced |
| Financial Perspectives, Inc | 5,817 | $505.4K | 0.26% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 5,817 | $505.4K | 0.30% | +915+18.7% | Added |
| TRUE Private Wealth Advisors | 5,822 | $505.8K | 0.08% | +119+2.1% | Added |
| Greenup Street Wealth Management LLC | 5,823 | $505.9K | 0.21% | +412+7.6% | Added |
| Armstrong Advisory Group, Inc | 5,831 | $506.6K | 0.07% | +5,831 | New |
| Cedar Brook Financial Partners, LLC | 5,833 | $506.8K | 0.14% | +250+4.5% | Added |
| waypoint wealth counsel | 5,840 | $507.4K | 0.41% | +5,840 | New |
| Migdal Insurance & Financial Holdings Ltd. | 5,987 | $508.0K | 0.01% | −3,699−38.2% | Reduced |
| Valmark Advisers, Inc. | 5,855 | $508.7K | 0.01% | +34+0.6% | Added |
| Drive Wealth Management, LLC | 5,864 | $509.5K | 0.25% | +1,361+30.2% | Added |
| Per Stirling Capital Management, LLC. | 5,867 | $509.7K | 0.09% | +5,867 | New |
| Consilium Wealth Advisory, LLC | 5,898 | $512.4K | 0.44% | −2,610−30.7% | Reduced |
| River Street Advisors LLC | 5,916 | $514.0K | 0.55% | +5,916 | New |
| Provident Investment Management, Inc. | 5,919 | $514.2K | 0.06% | −268,513−97.8% | Reduced |
| Old North State Trust, LLC | 5,929 | $515.0K | 0.34% | −288−4.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 5,930 | $515.2K | 0.26% | +5,930 | New |
| Youngs Advisory Group, Inc. | 5,944 | $516.4K | 0.30% | +700+13.3% | Added |
| LCM Capital Management Inc | 5,945 | $516.5K | 0.50% | +341+6.1% | Added |
| Silver Oak Securities, Inc | 5,950 | $517.0K | 0.10% | +3,394+132.8% | Added |
| Strategic Investment Advisors | 5,955 | $517.4K | 0.11% | +3,705+164.7% | Added |
| Foster Group, Inc. | 5,956 | $517.4K | 0.04% | +228+4.0% | Added |
| Carson Advisory Inc. | 5,963 | $518.0K | 0.50% | +894+17.6% | Added |
| Baystate Wealth Management LLC | 5,978 | $519.0K | 0.05% | +216+3.7% | Added |
| Wealth Advisory Solutions, LLC | 5,981 | $519.6K | 0.14% | +94+1.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,983 | $519.8K | 0.51% | −1,868−23.8% | Reduced |
| Veracity Capital LLC | 5,992 | $520.5K | 0.25% | −754−11.2% | Reduced |
| Regents of the University of California | 6,000 | $521.3K | 0.10% | 00.0% | Unchanged |
| Private Capital Management, LLC | 6,006 | $521.8K | 0.07% | +3,131+108.9% | Added |
| Gillespie Robinson & Grimm Inc | 6,017 | $523.0K | 0.05% | −283,649−97.9% | Reduced |
| Altus Wealth Group LLC | 6,024 | $523.3K | 0.40% | +456+8.2% | Added |
| Spinnaker Investment Group, LLC | 6,035 | $524.4K | 0.19% | +652+12.1% | Added |
| Alhambra Investment Partners LLC | 6,041 | $524.8K | 0.38% | +170+2.9% | Added |
| KRS Capital Management, LLC | 6,086 | $528.8K | 0.72% | +215+3.7% | Added |
| Wellington Shields Capital Management, LLC | 6,088 | $528.9K | 0.06% | +30+0.5% | Added |
| Harvey Investment Co LLC | 6,088 | $529.0K | 0.07% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 6,103 | $530.2K | 0.19% | −392−6.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,121 | $532.0K | 0.27% | −115−1.8% | Reduced |