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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 24,915 | $2.16M | 0.04% | +2,720+12.3% | Added |
| Curbstone Financial Management Corp | 24,870 | $2.16M | 0.54% | −590−2.3% | Reduced |
| Integrated Advisors Network LLC | 24,869 | $2.16M | 0.14% | −9,562−27.8% | Reduced |
| Butensky & Cohen Financial Security, Inc | 24,815 | $2.16M | 0.80% | +1,413+6.0% | Added |
| Fruth Investment Management | 24,802 | $2.15M | 0.63% | −33−0.1% | Reduced |
| Paradigm Financial Partners, LLC | 22,679 | $2.13M | 0.62% | +499+2.2% | Added |
| Altfest L J & Co Inc | 24,492 | $2.13M | 0.35% | −53−0.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 24,433 | $2.12M | 0.18% | −406−1.6% | Reduced |
| FourThought Financial Partners, LLC | 24,392 | $2.12M | 0.31% | +24,392 | New |
| Aviance Capital Partners, LLC | 24,378 | $2.12M | 0.49% | +17+0.1% | Added |
| Principle Wealth Partners LLC | 24,371 | $2.12M | 0.24% | −317−1.3% | Reduced |
| True North Advisors, LLC | 24,338 | $2.11M | 0.72% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 24,330 | $2.11M | 0.73% | −2,730−10.1% | Reduced |
| Brown Miller Wealth Management, LLC | 24,244 | $2.11M | 1.33% | +2,508+11.5% | Added |
| Beaton Management Co. Inc. | 24,236 | $2.11M | 1.41% | −500−2.0% | Reduced |
| Consolidated Investment Group LLC | 24,202 | $2.10M | 0.45% | 00.0% | Unchanged |
| Searle & Co. | 24,187 | $2.10M | 0.72% | +110.0% | Added |
| Beach Investment Counsel Inc | 24,172 | $2.10M | 0.26% | −6,678−21.6% | Reduced |
| Notis-McConarty Edward | 24,152 | $2.10M | 0.87% | −9,627−28.5% | Reduced |
| Horan Capital Advisors, LLC. | 24,138 | $2.10M | 0.92% | −5,507−18.6% | Reduced |
| Snider Financial Group | 24,096 | $2.09M | 1.16% | +666+2.8% | Added |
| Focused Wealth Management, Inc | 24,074 | $2.09M | 0.43% | +3,621+17.7% | Added |
| Campbell Newman Asset Management Inc | 23,999 | $2.09M | 0.21% | −3,800−13.7% | Reduced |
| CoreCap Advisors, LLC | 23,876 | $2.07M | 0.15% | +987+4.3% | Added |
| Brave Asset Management Inc | 23,823 | $2.07M | 0.70% | −19,711−45.3% | Reduced |
| German American Bancorp, Inc. | 23,800 | $2.07M | 0.33% | −14,464−37.8% | Reduced |
| Menlo Advisors LLC | 23,778 | $2.06M | 1.55% | −1,700−6.7% | Reduced |
| Meeder Advisory Services, Inc. | 23,690 | $2.06M | 0.26% | +23,690 | New |
| Circle Wealth Management, LLC | 23,565 | $2.05M | 0.32% | −116−0.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 23,541 | $2.05M | 0.61% | −3,555−13.1% | Reduced |
| Fishman Jay A Ltd | 23,529 | $2.04M | 0.29% | −12,416−34.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,528 | $2.04M | 0.20% | −2,271−8.8% | Reduced |
| Aldebaran Financial Inc. | 23,507 | $2.04M | 2.27% | +6,025+34.5% | Added |
| Herbst Group, LLC | 23,352 | $2.03M | 1.64% | +1,655+7.6% | Added |
| Citizens Financial Group Inc | 23,288 | $2.02M | 0.08% | −446−1.9% | Reduced |
| Cito Capital Group, LLC | 23,290 | $2.02M | 1.11% | −910−3.8% | Reduced |
| Iat Reinsurance Co Ltd. | 23,070 | $2.00M | 0.40% | −66,755−74.3% | Reduced |
| Sky Investment Group LLC | 23,055 | $2.00M | 0.47% | −1,301−5.3% | Reduced |
| Ionic Capital Management LLC | 22,950 | $1.99M | 0.60% | +7,950+53.0% | Added |
| JCIC Asset Management Inc. | 22,891 | $1.99M | 0.99% | −825−3.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 22,862 | $1.99M | 0.41% | +57+0.2% | Added |
| Summit X, LLC | 21,026 | $1.99M | 0.57% | −8,892−29.7% | Reduced |
| Plimoth Trust Co LLC | 22,831 | $1.98M | 0.64% | +164+0.7% | Added |
| Axxcess Wealth Management, LLC | 22,799 | $1.98M | 0.16% | +690+3.1% | Added |
| Asio Capital, LLC | 22,745 | $1.98M | 0.57% | +7,170+46.0% | Added |
| Romano Brothers and Company | 22,721 | $1.97M | 0.30% | −1,114−4.7% | Reduced |
| Sterneck Capital Management, LLC | 22,706 | $1.97M | 1.31% | −158−0.7% | Reduced |
| L & S Advisors Inc | 22,697 | $1.97M | 0.37% | +3,908+20.8% | Added |
| Cigna Investments Inc | 22,612 | $1.96M | 0.41% | +165+0.7% | Added |
| Harbour Capital Advisors, LLC | 22,067 | $1.96M | 0.66% | −435−1.9% | Reduced |
| Sterling Investment Management, Inc. | 22,539 | $1.96M | 1.57% | −2,280−9.2% | Reduced |
| Monarch Capital Management Inc | 22,513 | $1.96M | 0.60% | +912+4.2% | Added |
| AFS Financial Group, LLC | 22,495 | $1.95M | 1.39% | +22,495 | New |
| Continuum Advisory, LLC | 24,628 | $1.95M | 0.35% | +696+2.9% | Added |
| Stone Point Wealth LLC | 22,439 | $1.95M | 0.96% | −549−2.4% | Reduced |
| WMS Partners, LLC | 22,377 | $1.94M | 0.19% | −10,952−32.9% | Reduced |
| Boston Financial Mangement LLC | 22,369 | $1.94M | 0.08% | +995+4.7% | Added |
| Alan B. Lancz & Associates, Inc. | 19,544 | $1.94M | 1.96% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 22,280 | $1.94M | 0.16% | −1,297−5.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 22,273 | $1.94M | 0.05% | +502+2.3% | Added |
| Palisade Capital Management LLC | 22,226 | $1.93M | 0.05% | −535−2.4% | Reduced |
| Greenline Partners, LLC | 22,168 | $1.93M | 0.38% | −18,374−45.3% | Reduced |
| Physicians Financial Services, Inc. | 22,097 | $1.92M | 0.86% | −1,010−4.4% | Reduced |
| BigSur Wealth Management LLC | 22,092 | $1.92M | 0.92% | −820−3.6% | Reduced |
| Coastal Investment Advisors, Inc. | 22,088 | $1.92M | 0.47% | −173−0.8% | Reduced |
| Viking Fund Management LLC | 22,000 | $1.91M | 0.38% | 00.0% | Unchanged |
| World Equity Group, Inc. | 21,988 | $1.91M | 0.45% | +613+2.9% | Added |
| Ritholtz Wealth Management | 21,988 | $1.91M | 0.11% | −13,238−37.6% | Reduced |
| Shorepoint Capital Partners LLC | 21,881 | $1.90M | 0.53% | +21,881 | New |
| Lombard Odier Asset Management (Europe) Ltd | 21,810 | $1.89M | 0.08% | +21,810 | New |
| Harbour Investment Management LLC | 21,781 | $1.89M | 1.09% | −150−0.7% | Reduced |
| Pitcairn Co | 21,715 | $1.89M | 0.19% | −2,906−11.8% | Reduced |
| Knuff & Co LLC | 21,686 | $1.88M | 0.80% | +1,124+5.5% | Added |
| Hendershot Investments Inc. | 21,542 | $1.87M | 0.32% | 00.0% | Unchanged |
| Smithfield Trust Co | 21,516 | $1.87M | 0.13% | −536−2.4% | Reduced |
| Triangle Securities Wealth Management | 21,535 | $1.87M | 0.69% | +21,535 | New |
| Lake Street Advisors Group, LLC | 21,507 | $1.87M | 0.12% | −1,116−4.9% | Reduced |
| Poehling Capital Management, LLC | 21,508 | $1.87M | 0.70% | +10,214+90.4% | Added |
| Parkwood LLC | 21,449 | $1.86M | 0.38% | −1,875−8.0% | Reduced |
| One Capital Management, LLC | 21,427 | $1.86M | 0.10% | −2,902−11.9% | Reduced |
| Nelson Capital Management, LLC | 21,400 | $1.86M | 0.55% | +194+0.9% | Added |
| Vestmark Advisory Solutions, Inc. | 21,312 | $1.85M | 0.09% | −8,986−29.7% | Reduced |
| Rowland & Co Investment Counsel | 20,800 | $1.85M | 0.46% | +695+3.5% | Added |
| DFPG Investments, LLC | 19,208 | $1.85M | 0.30% | +15,664+442.0% | Added |
| Jasper Ridge Partners, L.P. | 21,100 | $1.83M | 0.11% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 21,060 | $1.83M | 0.07% | −21,843−50.9% | Reduced |
| Diversified Trust Co | 21,024 | $1.83M | 0.08% | +6,394+43.7% | Added |
| Trust Asset Management LLC | 21,022 | $1.83M | 0.23% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 20,888 | $1.81M | 0.50% | −10,885−34.3% | Reduced |
| Chicago Trust Co NA | 20,854 | $1.81M | 0.45% | −1,875−8.2% | Reduced |
| Frisch Financial Group, Inc. | 20,824 | $1.81M | 0.68% | +872+4.4% | Added |
| Carl P. Sherr & Co., LLC | 20,760 | $1.80M | 1.37% | −105−0.5% | Reduced |
| Autumn Glory Partners, LLC | 20,749 | $1.80M | 0.96% | −284−1.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 20,748 | $1.80M | 1.52% | +671+3.3% | Added |
| Capital Asset Advisory Services LLC | 20,596 | $1.80M | 0.14% | +1,948+10.4% | Added |
| Summit Financial Group Inc | 20,700 | $1.80M | 0.71% | −160−0.8% | Reduced |
| Geneos Wealth Management Inc. | 20,643 | $1.79M | 0.11% | +1,684+8.9% | Added |
| Hamel Associates, Inc. | 20,569 | $1.79M | 0.62% | −6,830−24.9% | Reduced |
| Morse Asset Management, Inc | 20,520 | $1.78M | 0.65% | −1,000−4.6% | Reduced |
| Bill Few Associates, Inc. | 20,514 | $1.78M | 1.05% | +228+1.1% | Added |