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 |
|---|---|---|---|---|---|
| Farmers National Bank | 41,493 | $3.60M | 1.29% | −6,294−13.2% | Reduced |
| CAPROCK Group, Inc. | 41,412 | $3.60M | 0.33% | −12,294−22.9% | Reduced |
| Clear Harbor Asset Management, LLC | 41,340 | $3.59M | 0.45% | +27,692+202.9% | Added |
| Occudo Quantitative Strategies LP | 41,295 | $3.59M | 0.42% | +41,295 | New |
| Strategic Advisors LLC | 41,237 | $3.58M | 0.80% | +189+0.5% | Added |
| Charter Trust Co | 41,199 | $3.58M | 0.29% | −1,548−3.6% | Reduced |
| Arlington Partners LLC | 41,174 | $3.58M | 0.57% | −115−0.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 41,103 | $3.57M | 0.06% | +3,882+10.4% | Added |
| Terry L. Blaker | 41,090 | $3.57M | 0.33% | −3,835−8.5% | Reduced |
| Amica Mutual Insurance Co | 40,920 | $3.56M | 0.45% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 40,890 | $3.55M | 2.27% | +355+0.9% | Added |
| Moreno Evelyn V | 40,832 | $3.55M | 0.82% | +17,702+76.5% | Added |
| Mission Wealth Management, LP | 40,827 | $3.55M | 0.17% | +907+2.3% | Added |
| Park Avenue Securities LLC | 40,729 | $3.54M | 0.06% | −1,927−4.5% | Reduced |
| Family Capital Trust Co | 40,719 | $3.54M | 1.44% | +175+0.4% | Added |
| Verition Fund Management LLC | 40,608 | $3.53M | 0.07% | +8,896+28.1% | Added |
| Resources Management Corp | 40,595 | $3.53M | 0.56% | −2,610−6.0% | Reduced |
| Arrow Financial Corp | 40,502 | $3.52M | 0.48% | +5,423+15.5% | Added |
| Texas Yale Capital Corp. | 40,458 | $3.51M | 0.20% | −2,777−6.4% | Reduced |
| Patten & Patten Inc | 40,439 | $3.51M | 0.32% | −8,737−17.8% | Reduced |
| Motley Fool Asset Management LLC | 40,205 | $3.49M | 0.39% | −1,693−4.0% | Reduced |
| Jeppson Wealth Management, LLC | 40,174 | $3.49M | 1.47% | +1,061+2.7% | Added |
| Krilogy Financial LLC | 40,170 | $3.49M | 0.33% | +19,218+91.7% | Added |
| Stoneridge Investment Partners LLC | 40,156 | $3.49M | 1.92% | +2,575+6.9% | Added |
| Cramer Rosenthal McGlynn LLC | 40,017 | $3.48M | 0.15% | −528−1.3% | Reduced |
| Narwhal Capital Management | 39,979 | $3.47M | 0.46% | −19,364−32.6% | Reduced |
| Ironwood Investment Counsel, LLC | 39,767 | $3.46M | 0.84% | −1,535−3.7% | Reduced |
| Townsend Asset Management Corp | 39,701 | $3.45M | 1.73% | +6,319+18.9% | Added |
| We Are One Seven, LLC | 39,662 | $3.45M | 0.34% | −12,392−23.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 39,614 | $3.44M | 0.06% | −16,672−29.6% | Reduced |
| Voloridge Investment Management, LLC | 39,510 | $3.43M | 0.02% | +39,510 | New |
| Legacy Advisors, LLC | 39,486 | $3.43M | 0.63% | +6,312+19.0% | Added |
| Varma Mutual Pension Insurance Co | 39,439 | $3.43M | 0.05% | +3,296+9.1% | Added |
| Keel Point, LLC | 39,423 | $3.43M | 0.54% | −526−1.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 39,409 | $3.42M | 1.04% | +4,441+12.7% | Added |
| Phoenix Holdings Ltd. | 39,234 | $3.41M | 0.07% | +24,800+171.8% | Added |
| Icapital Wealth LLC | 39,208 | $3.41M | 2.63% | −3,713−8.7% | Reduced |
| V2 Financial group LLC | 39,140 | $3.40M | 2.70% | +2,215+6.0% | Added |
| Pariax, LLC | 38,978 | $3.39M | 4.20% | −25,505−39.6% | Reduced |
| Kennon-Green & Company, LLC | 38,944 | $3.38M | 3.37% | +38,944 | New |
| Arkadios Wealth Advisors | 38,943 | $3.38M | 0.45% | +5,109+15.1% | Added |
| Check Capital Management Inc | 38,843 | $3.37M | 0.34% | −4,661−10.7% | Reduced |
| Thematics Asset Management | 38,841 | $3.37M | 0.20% | +38,841 | New |
| Stonebridge Capital Management Inc | 38,745 | $3.37M | 1.61% | −5,666−12.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.36M | 0.54% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 38,502 | $3.35M | 1.67% | +767+2.0% | Added |
| Epoch Investment Partners, Inc. | 38,414 | $3.34M | 0.02% | −655−1.7% | Reduced |
| Chartwell Investment Partners, LLC | 38,338 | $3.33M | 0.13% | 00.0% | Unchanged |
| Spire Wealth Management | 38,267 | $3.33M | 0.19% | −1,391−3.5% | Reduced |
| Robinson Value Management, Ltd. | 38,048 | $3.31M | 2.84% | +22,659+147.2% | Added |
| Greenleaf Trust | 37,989 | $3.30M | 0.04% | −5,034−11.7% | Reduced |
| Zeno Research, LLC | 37,878 | $3.29M | 2.18% | +37,878 | New |
| Dillon & Associates Inc | 37,740 | $3.28M | 0.71% | −2,268−5.7% | Reduced |
| Diligent Investors, LLC | 37,772 | $3.28M | 1.07% | +210+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37,847 | $3.28M | 0.25% | +1,080+2.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 37,686 | $3.27M | 0.97% | +4,892+14.9% | Added |
| Donaldson Capital Management, LLC | 37,675 | $3.27M | 0.16% | −5,634−13.0% | Reduced |
| Wealthcare Advisory Partners LLC | 37,632 | $3.27M | 0.16% | +598+1.6% | Added |
| Private Advisor Group, LLC | 254,724 | $3.26M | 0.16% | −13,092−4.9% | Reduced |
| Violich Capital Management, Inc. | 37,512 | $3.26M | 0.58% | −1,975−5.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 37,477 | $3.26M | 0.15% | +4,348+13.1% | Added |
| NFJ Investment Group, LLC | 37,376 | $3.25M | 0.09% | −60,406−61.8% | Reduced |
| Lincluden Management Ltd | 37,361 | $3.25M | 0.38% | −285−0.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 37,126 | $3.23M | 0.05% | −4,425−10.6% | Reduced |
| Radnor Capital Management, LLC | 34,008 | $3.22M | 0.79% | −50−0.1% | Reduced |
| Davis-Rea Ltd. | 44,094 | $3.22M | 2.01% | +9,960+29.2% | Added |
| Lynch & Associates | 36,941 | $3.21M | 0.84% | −2,645−6.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 36,696 | $3.19M | 1.07% | +36,696 | New |
| North Star Investment Management Corp. | 36,637 | $3.18M | 0.28% | −3,308−8.3% | Reduced |
| Allen Investment Management LLC | 36,634 | $3.18M | 0.05% | +134+0.4% | Added |
| Ravenstone Capital Management Inc. | 36,537 | $3.17M | 2.60% | −18,351−33.4% | Reduced |
| Profund Advisors LLC | 36,514 | $3.17M | 0.21% | +3,574+10.9% | Added |
| Rossmore Private Capital | 38,374 | $3.17M | 0.51% | −2,131−5.3% | Reduced |
| Financial Avengers, Inc. | 36,332 | $3.16M | 2.58% | −10,528−22.5% | Reduced |
| Bridgeway Capital Management, LLC | 36,276 | $3.15M | 0.08% | −15,789−30.3% | Reduced |
| Sender Co & Partners, Inc. | 36,198 | $3.14M | 4.82% | +36,198 | New |
| Ameritas Investment Partners, Inc. | 31,386 | $3.14M | 0.13% | −15,024−32.4% | Reduced |
| First Hawaiian Bank | 36,156 | $3.14M | 0.11% | +4,282+13.4% | Added |
| Parsons Capital Management Inc | 36,112 | $3.14M | 0.26% | −22,080−37.9% | Reduced |
| Two Sigma Securities, LLC | 35,877 | $3.12M | 0.44% | +26,187+270.2% | Added |
| Cinctive Capital Management LP | 35,857 | $3.12M | 0.16% | +3,632+11.3% | Added |
| Boston Family Office LLC | 35,837 | $3.11M | 0.26% | +1,008+2.9% | Added |
| Kavar Capital Partners Group, LLC | 35,837 | $3.11M | 0.72% | −2,487−6.5% | Reduced |
| Coronation Fund Managers Ltd. | 35,825 | $3.11M | 0.09% | +29,096+432.4% | Added |
| Moody National Bank Trust Division | 35,792 | $3.11M | 0.27% | −177−0.5% | Reduced |
| Canandaigua National Corp | 35,614 | $3.09M | 0.53% | −577−1.6% | Reduced |
| Ami Investment Management Inc | 35,554 | $3.09M | 1.60% | +8,743+32.6% | Added |
| Perkins Coie Trust Co | 35,496 | $3.08M | 0.99% | +75+0.2% | Added |
| Skylands Capital, LLC | 35,400 | $3.08M | 0.49% | +12,900+57.3% | Added |
| Guardian Capital Advisors LP | 30,805 | $3.07M | 0.35% | +535+1.8% | Added |
| Meiji Yasuda Life Insurance Co | 35,335 | $3.07M | 0.07% | −1,539−4.2% | Reduced |
| Horizon Investments, LLC | 35,265 | $3.06M | 0.09% | −5,335−13.1% | Reduced |
| Roanoke Asset Management Corp | 35,258 | $3.06M | 1.39% | −2,130−5.7% | Reduced |
| Close Asset Management Ltd | 35,262 | $3.06M | 0.16% | +25,886+276.1% | Added |
| First Interstate Bank | 35,233 | $3.06M | 0.23% | −1,931−5.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 35,223 | $3.06M | 1.16% | −1,340−3.7% | Reduced |
| Pinpoint Asset Management Ltd | 35,200 | $3.06M | 0.75% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 35,084 | $3.05M | 2.49% | −1,642−4.5% | Reduced |
| FORA Capital, LLC | 35,051 | $3.05M | 0.49% | −52,036−59.8% | Reduced |
| Rothschild Investment Corp | 35,001 | $3.04M | 0.28% | +1,209+3.6% | Added |