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 |
|---|---|---|---|---|---|
| Regatta Capital Group, LLC | 29,604 | $2.57M | 0.92% | −2,442−7.6% | Reduced |
| Family Management Corp | 29,455 | $2.56M | 0.62% | −5,064−14.7% | Reduced |
| Sumitomo Life Insurance Co | 29,345 | $2.55M | 0.19% | −283−1.0% | Reduced |
| Jag Capital Management, LLC | 29,304 | $2.55M | 0.37% | −984−3.2% | Reduced |
| Te Ahumairangi Investment Management Ltd | 29,299 | $2.54M | 0.40% | +11,970+69.1% | Added |
| AMG National Trust Bank | 29,235 | $2.54M | 0.09% | −11,668−28.5% | Reduced |
| Forum Financial Management, LP | 29,196 | $2.54M | 0.08% | +384+1.3% | Added |
| SlateStone Wealth, LLC | 29,164 | $2.53M | 0.61% | +1,489+5.4% | Added |
| United Asset Strategies, Inc. | 29,161 | $2.53M | 0.35% | −12,092−29.3% | Reduced |
| Transcend Wealth Collective, LLC | 28,997 | $2.52M | 0.27% | −1,579−5.2% | Reduced |
| SevenBridge Financial Group, LLC | 28,963 | $2.52M | 0.74% | +2,808+10.7% | Added |
| Essex LLC | 28,958 | $2.52M | 0.76% | −2,285−7.3% | Reduced |
| Westhampton Capital, LLC | 28,949 | $2.52M | 1.70% | −1,183−3.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 28,951 | $2.52M | 0.25% | −55−0.2% | Reduced |
| MainStreet Investment Advisors LLC | 28,872 | $2.51M | 0.28% | −1,464−4.8% | Reduced |
| Financial Advocates Investment Management | 28,857 | $2.51M | 0.19% | +812+2.9% | Added |
| Mount Yale Investment Advisors, LLC | 28,730 | $2.50M | 0.28% | −11,139−27.9% | Reduced |
| Adell Harriman & Carpenter Inc | 28,632 | $2.49M | 0.29% | −10,969−27.7% | Reduced |
| Elk River Wealth Management, LLC | 28,528 | $2.48M | 0.60% | −2,515−8.1% | Reduced |
| Birch Hill Investment Advisors LLC | 28,402 | $2.47M | 0.16% | −345−1.2% | Reduced |
| Joel Isaacson & Co., LLC | 28,263 | $2.46M | 0.19% | +4,068+16.8% | Added |
| Brighton Jones LLC | 28,190 | $2.45M | 0.15% | −3,506−11.1% | Reduced |
| Ascent Group, LLC | 28,124 | $2.44M | 0.29% | +67+0.2% | Added |
| Bridgewater Advisors Inc. | 28,112 | $2.44M | 0.59% | −3,537−11.2% | Reduced |
| SeaCrest Wealth Management, LLC | 28,071 | $2.44M | 0.35% | −813−2.8% | Reduced |
| Alpha Omega Wealth Management LLC | 27,923 | $2.43M | 0.43% | −11,937−29.9% | Reduced |
| Keating Investment Counselors Inc | 27,899 | $2.42M | 0.95% | +3,356+13.7% | Added |
| BDO Wealth Advisors, LLC | 27,867 | $2.42M | 0.30% | +521+1.9% | Added |
| New Hampshire Trust | 27,763 | $2.41M | 0.64% | +27,763 | New |
| Alliance Wealth Advisors, LLC | 27,685 | $2.41M | 2.00% | −1,842−6.2% | Reduced |
| Dorchester Wealth Management Co | 27,601 | $2.40M | 0.57% | +6,551+31.1% | Added |
| Iowa State Bank | 27,564 | $2.40M | 0.60% | +1,778+6.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 27,507 | $2.39M | 0.20% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 27,475 | $2.39M | 0.85% | +480+1.8% | Added |
| American National Bank | 27,442 | $2.38M | 0.49% | +5,777+26.7% | Added |
| Orbis Allan Gray Ltd | 27,413 | $2.38M | 0.02% | +27,413 | New |
| SOA Wealth Advisors, LLC. | 27,347 | $2.38M | 0.64% | −412−1.5% | Reduced |
| Lavaca Capital LLC | 22,519 | $2.37M | 0.94% | −131−0.6% | Reduced |
| Oder Investment Management, LLC | 27,287 | $2.37M | 2.95% | +824+3.1% | Added |
| Western Wealth Management, LLC | 27,272 | $2.37M | 0.24% | −20,600−43.0% | Reduced |
| Sepio Capital, LP | 27,227 | $2.37M | 0.20% | −25,470−48.3% | Reduced |
| Coldstream Capital Management Inc | 27,154 | $2.36M | 0.09% | +27,154 | New |
| Pettee Investors, Inc. | 27,128 | $2.36M | 1.16% | −300−1.1% | Reduced |
| Pegasus Asset Management, Inc. | 27,121 | $2.36M | 1.27% | +480+1.8% | Added |
| Summit Place Financial Advisors, LLC | 27,083 | $2.35M | 1.94% | +6,794+33.5% | Added |
| FRG Family Wealth Advisors LLC | 27,069 | $2.35M | 0.56% | −4,779−15.0% | Reduced |
| Consolidated Capital Management, LLC | 27,037 | $2.35M | 1.40% | +552+2.1% | Added |
| Concentric Wealth Management, LLC | 26,853 | $2.33M | 0.80% | +348+1.3% | Added |
| Blackhawk Capital Partners LLC. | 26,712 | $2.32M | 1.81% | +535+2.0% | Added |
| Vickerman Investment Advisors, Inc. | 26,682 | $2.32M | 1.05% | +2,053+8.3% | Added |
| Jacobi Capital Management LLC | 26,639 | $2.31M | 0.29% | −2,218−7.7% | Reduced |
| M Holdings Securities, Inc. | 26,540 | $2.31M | 0.24% | +652+2.5% | Added |
| Fairbanks Capital Management, Inc. | 26,457 | $2.30M | 2.04% | −46−0.2% | Reduced |
| Condor Capital Management | 26,425 | $2.30M | 0.29% | +1,475+5.9% | Added |
| Tudor Investment Corp Et Al | 26,408 | $2.29M | 0.06% | +26,408 | New |
| Douglass Winthrop Advisors, LLC | 26,387 | $2.29M | 0.06% | −1,854−6.6% | Reduced |
| Greenland Capital Management LP | 26,367 | $2.29M | 0.42% | +26,367 | New |
| First Horizon Advisors, Inc. | 26,358 | $2.29M | 0.08% | −11,631−30.6% | Reduced |
| Community Bank, N.A. | 26,309 | $2.29M | 0.32% | −1,654−5.9% | Reduced |
| Waldron Private Wealth LLC | 24,205 | $2.28M | 0.14% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26,267 | $2.28M | 0.27% | −1,659−5.9% | Reduced |
| Berkshire Bank | 26,253 | $2.28M | 0.70% | −4,096−13.5% | Reduced |
| Naples Global Advisors, LLC | 26,208 | $2.28M | 0.29% | −2,889−9.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 26,159 | $2.27M | 0.22% | −2,030−7.2% | Reduced |
| Rodgers Brothers Inc. | 26,121 | $2.27M | 0.46% | −783−2.9% | Reduced |
| Wunderlich Capital Managemnt | 26,071 | $2.27M | 1.26% | +26,071 | New |
| WCG Wealth Advisors LLC | 26,043 | $2.26M | 0.31% | +874+3.5% | Added |
| Harbour Investments, Inc. | 26,037 | $2.26M | 0.14% | +4,381+20.2% | Added |
| Northstar Asset Management LLC | 25,843 | $2.25M | 0.71% | +50+0.2% | Added |
| Bull Street Advisors, LLC | 25,828 | $2.24M | 1.16% | +208+0.8% | Added |
| Horizon Wealth Management, LLC | 25,795 | $2.24M | 1.83% | −171−0.7% | Reduced |
| Middleton & Co Inc | 25,784 | $2.24M | 0.33% | −1,929−7.0% | Reduced |
| SOL Capital Management CO | 25,762 | $2.24M | 0.40% | +4,473+21.0% | Added |
| Mengis Capital Management, Inc. | 25,738 | $2.24M | 0.49% | −5,990−18.9% | Reduced |
| TCW Group Inc | 25,713 | $2.23M | 0.03% | +9,828+61.9% | Added |
| FDx Advisors, Inc. | 25,645 | $2.23M | 0.10% | −1,693−6.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 25,610 | $2.22M | 0.39% | −6,477−20.2% | Reduced |
| JSF Financial, LLC | 25,597 | $2.22M | 0.83% | +2,584+11.2% | Added |
| Citadel Investment Advisory, Inc. | 25,585 | $2.22M | 1.52% | −500−1.9% | Reduced |
| XTX Topco Ltd | 25,543 | $2.22M | 0.47% | +25,543 | New |
| Act Two Investors LLC | 25,502 | $2.22M | 2.29% | +10,827+73.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 25,471 | $2.21M | 1.73% | +415+1.7% | Added |
| M. Kulyk & Associates, LLC | 25,465 | $2.21M | 0.74% | +275+1.1% | Added |
| Windsor Advisory Group, LLC | 25,418 | $2.21M | 5.86% | +25,418 | New |
| Gotham Asset Management, LLC | 25,390 | $2.21M | 0.06% | −92,998−78.6% | Reduced |
| Hanson & Doremus Investment Management | 25,336 | $2.20M | 0.47% | +1,664+7.0% | Added |
| Univest Financial Corp | 25,278 | $2.20M | 0.69% | −4,209−14.3% | Reduced |
| Smith, Moore & Co. | 25,276 | $2.20M | 0.30% | −707−2.7% | Reduced |
| Weil Company, Inc. | 25,273 | $2.20M | 1.00% | −8,645−25.5% | Reduced |
| Northwest Investment Counselors, LLC | 25,273 | $2.20M | 0.63% | +691+2.8% | Added |
| Old Second National Bank of Aurora | 25,216 | $2.19M | 0.65% | +100.0% | Added |
| Bradley Mark J. | 25,121 | $2.18M | 1.94% | −960−3.7% | Reduced |
| Rehmann Capital Advisory Group | 25,124 | $2.18M | 0.22% | −1,919−7.1% | Reduced |
| Xcel Wealth Management, LLC | 25,097 | $2.18M | 0.86% | −12,762−33.7% | Reduced |
| Trust Co of Oklahoma | 25,094 | $2.18M | 0.88% | +1,595+6.8% | Added |
| BancorpSouth Bank | 25,077 | $2.18M | 0.20% | −2,603−9.4% | Reduced |
| Change Path, LLC | 25,034 | $2.17M | 0.12% | −1,148−4.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $2.17M | 0.68% | 00.0% | Unchanged |
| Taconic Capital Advisors LP | 25,000 | $2.17M | 0.08% | +25,000 | New |
| CIC Wealth, LLC | 24,932 | $2.17M | 0.89% | +24,932 | New |