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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 34,975 | $3.04M | 1.37% | +1,070+3.2% | Added |
| Walter & Keenan Financial Consulting Co | 34,968 | $3.04M | 1.19% | −3,107−8.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 34,950 | $3.04M | 0.86% | −2,452−6.6% | Reduced |
| VELA Investment Management, LLC | 34,928 | $3.03M | 1.50% | +6,151+21.4% | Added |
| Welch Group, LLC | 34,780 | $3.02M | 0.17% | −1,512−4.2% | Reduced |
| Apollon Wealth Management, LLC | 34,780 | $3.02M | 0.21% | −1,801−4.9% | Reduced |
| American Investment Services, Inc. | 34,671 | $3.01M | 0.62% | 00.0% | Unchanged |
| Unigestion Holding SA | 34,519 | $3.01M | 0.16% | +5,297+18.1% | Added |
| William Allan, LLC | 34,582 | $3.00M | 2.53% | −1,347−3.7% | Reduced |
| Baker Ellis Asset Management LLC | 34,446 | $2.99M | 0.58% | +280+0.8% | Added |
| Meridian Wealth Management, LLC | 34,440 | $2.99M | 0.29% | −1,365−3.8% | Reduced |
| RB Capital Management, LLC | 34,386 | $2.99M | 1.09% | −516−1.5% | Reduced |
| Stamos Capital Partners, L.P. | 34,350 | $2.98M | 0.94% | −35,250−50.6% | Reduced |
| Quantinno Capital Management LP | 34,309 | $2.98M | 0.22% | +6,831+24.9% | Added |
| Twin Tree Management, LP | 34,290 | $2.98M | 0.09% | −217,512−86.4% | Reduced |
| RiverPark Advisors, LLC | 34,287 | $2.98M | 1.42% | −6,049−15.0% | Reduced |
| Connable Office Inc | 34,262 | $2.98M | 0.43% | +15,999+87.6% | Added |
| Caldwell Trust Co | 34,243 | $2.98M | 0.42% | −7,921−18.8% | Reduced |
| Addison Capital Co | 34,225 | $2.97M | 1.90% | −183−0.5% | Reduced |
| Whalerock Point Partners, LLC | 34,147 | $2.97M | 1.21% | −537−1.5% | Reduced |
| Legacy Private Trust Co. | 34,005 | $2.95M | 0.27% | −4,098−10.8% | Reduced |
| Northstar Group, Inc. | 33,685 | $2.93M | 0.83% | −3,160−8.6% | Reduced |
| Bender Robert & Associates | 33,643 | $2.92M | 1.09% | −2,879−7.9% | Reduced |
| Account Management LLC | 33,553 | $2.92M | 4.17% | −4,150−11.0% | Reduced |
| Sequoia Financial Advisors, LLC | 33,509 | $2.91M | 0.07% | −50,395−60.1% | Reduced |
| Shelton Capital Management | 33,500 | $2.91M | 0.31% | −48,629−59.2% | Reduced |
| Guardian Capital LP | 33,481 | $2.91M | 0.10% | +6,010+21.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 33,474 | $2.91M | 0.96% | −14,835−30.7% | Reduced |
| Gilman Hill Asset Management, LLC | 33,391 | $2.90M | 0.60% | +2,061+6.6% | Added |
| Webster Bank, N. A. | 33,312 | $2.89M | 0.39% | −2,581−7.2% | Reduced |
| Flagship Harbor Advisors, LLC | 33,310 | $2.89M | 0.30% | +671+2.1% | Added |
| Quinn Opportunity Partners LLC | 33,300 | $2.89M | 0.36% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 33,250 | $2.89M | 0.02% | +2,476+8.0% | Added |
| Independent Financial Group, LLC | 33,206 | $2.89M | 0.25% | +2,797+9.2% | Added |
| Brady Family Wealth, LLC | 33,117 | $2.88M | 1.19% | +33,117 | New |
| Somerville Kurt F | 33,106 | $2.88M | 0.56% | −47,491−58.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 32,899 | $2.86M | 0.12% | +32,899 | New |
| Redwood Investments, LLC | 32,874 | $2.86M | 0.38% | +652+2.0% | Added |
| White Pine Investment CO | 32,775 | $2.85M | 1.08% | +417+1.3% | Added |
| Savant Capital, LLC | 34,134 | $2.84M | 0.07% | +1,090+3.3% | Added |
| Westbourne Investment Advisors, Inc. | 32,658 | $2.84M | 1.43% | −1,467−4.3% | Reduced |
| Choate Investment Advisors | 32,607 | $2.83M | 0.17% | +1,331+4.3% | Added |
| Asset Management Group, Inc. | 32,606 | $2.83M | 0.67% | +3,837+13.3% | Added |
| J.W. Cole Advisors, Inc. | 32,473 | $2.82M | 0.22% | −105−0.3% | Reduced |
| Quantitative Investment Management, LLC | 32,400 | $2.81M | 0.54% | −32,190−49.8% | Reduced |
| Capital Analysts, LLC | 32,379 | $2.81M | 0.17% | +3,313+11.4% | Added |
| Eastern Bank | 32,344 | $2.81M | 0.15% | −104−0.3% | Reduced |
| Asset Dedication, LLC | 32,090 | $2.80M | 0.28% | −2,050−6.0% | Reduced |
| Culbertson A N & Co Inc | 32,169 | $2.79M | 0.59% | −3,292−9.3% | Reduced |
| Bristlecone Advisors, LLC | 32,143 | $2.79M | 0.34% | +687+2.2% | Added |
| Burleson & Company, LLC | 31,932 | $2.77M | 0.69% | +6,745+26.8% | Added |
| Boston Research & Management Inc | 31,930 | $2.77M | 0.86% | −9,273−22.5% | Reduced |
| MUFG Securities EMEA plc | 31,761 | $2.76M | 0.05% | +31,761 | New |
| Bogart Wealth, LLC | 31,741 | $2.76M | 0.19% | +2,875+10.0% | Added |
| Centaurus Financial, Inc. | 31,710 | $2.75M | 0.26% | −804−2.5% | Reduced |
| Miracle Mile Advisors, LLC | 31,638 | $2.75M | 0.09% | +6,552+26.1% | Added |
| Brick & Kyle, Associates | 31,616 | $2.75M | 1.60% | −2,658−7.8% | Reduced |
| Gardner Lewis Asset Management L P | 31,568 | $2.74M | 0.97% | −405−1.3% | Reduced |
| Heritage Trust Co | 31,518 | $2.74M | 0.45% | −4,260−11.9% | Reduced |
| WSFS Capital Management, LLC | 31,499 | $2.74M | 0.30% | +24,166+329.6% | Added |
| Advisors Asset Management, Inc. | 31,392 | $2.73M | 0.06% | −11,809−27.3% | Reduced |
| Blue Zone Wealth Advisors, LLC | 31,337 | $2.72M | 1.45% | +803+2.6% | Added |
| Graybill Bartz & Assoc Ltd | 31,304 | $2.72M | 1.47% | +267+0.9% | Added |
| Punch & Associates Investment Management, Inc. | 31,281 | $2.72M | 0.18% | −52,050−62.5% | Reduced |
| Balyasny Asset Management LLC | 31,274 | $2.72M | 0.01% | −561,055−94.7% | Reduced |
| CTC LLC | 31,274 | $2.72M | 0.08% | +31,274 | New |
| Interval Partners, LP | 31,200 | $2.71M | 0.22% | −14,800−32.2% | Reduced |
| Prospera Financial Services Inc | 31,170 | $2.71M | 0.14% | −2,578−7.6% | Reduced |
| Colonial Trust Co | 31,139 | $2.71M | 0.74% | +245+0.8% | Added |
| Mirador Capital Partners LP | 30,972 | $2.69M | 0.64% | −1,242−3.9% | Reduced |
| Resources Investment Advisors, LLC. | 30,885 | $2.68M | 0.08% | +4,893+18.8% | Added |
| McDonald Partners LLC | 30,873 | $2.68M | 0.92% | −1,483−4.6% | Reduced |
| Fosun International Ltd | 30,872 | $2.68M | 0.24% | −1,000−3.1% | Reduced |
| Laurel Wealth Advisors LLC | 30,871 | $2.68M | 0.62% | −2,993−8.8% | Reduced |
| Abbrea Capital, LLC | 30,705 | $2.67M | 0.48% | −1,765−5.4% | Reduced |
| Wellington Shields & Co., LLC | 30,700 | $2.67M | 0.61% | +375+1.2% | Added |
| Oak Harvest Investment Services | 30,625 | $2.66M | 0.69% | −8,726−22.2% | Reduced |
| Mendel Money Management | 30,544 | $2.65M | 1.51% | −440−1.4% | Reduced |
| Level Four Advisory Services, LLC | 30,540 | $2.65M | 0.20% | +5,613+22.5% | Added |
| Veriti Management LLC | 30,506 | $2.65M | 0.35% | −2,957−8.8% | Reduced |
| Journey Advisory Group, LLC | 30,500 | $2.65M | 0.66% | −2,349−7.2% | Reduced |
| Red Door Wealth Management, LLC | 30,494 | $2.65M | 0.87% | +2,156+7.6% | Added |
| Gs Investments, Inc. | 30,491 | $2.65M | 1.64% | −1,505−4.7% | Reduced |
| IMS Capital Management | 30,412 | $2.64M | 1.69% | +396+1.3% | Added |
| Gladstone Institutional Advisory LLC | 30,319 | $2.63M | 0.19% | −4,770−13.6% | Reduced |
| Andra AP-fonden | 30,300 | $2.63M | 0.08% | −15,600−34.0% | Reduced |
| Sicart Associates LLC | 30,275 | $2.63M | 0.93% | −2,506−7.6% | Reduced |
| swisspartners Ltd. | 30,225 | $2.63M | 3.35% | +2,935+10.8% | Added |
| Montag A & Associates Inc | 30,156 | $2.62M | 0.18% | −32,827−52.1% | Reduced |
| Hamilton Wealth, LLC | 30,069 | $2.61M | 1.06% | −27,809−48.0% | Reduced |
| Roberts Wealth Advisors, LLC | 29,351 | $2.61M | 1.26% | −2,763−8.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $2.61M | 2.35% | 00.0% | Unchanged |
| Alpha Square Group S, LLC | 30,000 | $2.61M | 1.42% | 00.0% | Unchanged |
| Ratan Capital Management LP | 30,000 | $2.61M | 2.09% | +27,750+1,233.3% | Added |
| Diversified Investment Strategies, LLC | 29,937 | $2.60M | 2.02% | −87−0.3% | Reduced |
| Assetmark, Inc | 29,926 | $2.60M | 0.01% | +7,435+33.1% | Added |
| Townsend & Associates, Inc | 24,120 | $2.60M | 1.29% | +6,287+35.3% | Added |
| American Trust | 29,824 | $2.59M | 0.24% | −4,167−12.3% | Reduced |
| M. Kraus & Co | 29,811 | $2.59M | 0.95% | −1,378−4.4% | Reduced |
| Hills Bank & Trust Co | 29,736 | $2.58M | 0.38% | −35−0.1% | Reduced |