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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 16,426 | $1.78M | 0.05% | −5,084−23.6% | Reduced |
| Desjardins Global Asset Management Inc. | 20,471 | $1.78M | 0.28% | −14,929−42.2% | Reduced |
| Petredis Investment Advisors LLC | 20,434 | $1.78M | 0.32% | +20,434 | New |
| Winch Advisory Services, LLC | 20,426 | $1.77M | 0.76% | −2,053−9.1% | Reduced |
| Lynch Asset Management, Inc. | 20,425 | $1.77M | 1.53% | −1,500−6.8% | Reduced |
| MidWestOne Financial Group, Inc. | 20,420 | $1.77M | 0.42% | +255+1.3% | Added |
| Avidian Wealth Solutions, LLC | 20,412 | $1.77M | 0.12% | +149+0.7% | Added |
| Arlington Financial Advisors, LLC | 20,362 | $1.77M | 0.75% | −3,980−16.4% | Reduced |
| MV Capital Management, Inc. | 20,325 | $1.77M | 0.27% | −414−2.0% | Reduced |
| Regent Investment Management LLC | 20,308 | $1.76M | 0.47% | +220+1.1% | Added |
| Bridges Investment Management Inc | 20,262 | $1.76M | 0.06% | −1,409−6.5% | Reduced |
| Cary Street Partners Asset Management LLC | 20,216 | $1.76M | 0.36% | −569−2.7% | Reduced |
| New Potomac Partners, LLC | 20,204 | $1.76M | 1.30% | +362+1.8% | Added |
| DuPont Capital Management Corp | 20,176 | $1.75M | 0.08% | −1,504−6.9% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $1.75M | 1.73% | 00.0% | Unchanged |
| Benin Management CORP | 20,114 | $1.75M | 0.71% | −3,425−14.6% | Reduced |
| Modus Advisors, LLC | 20,078 | $1.74M | 0.84% | +4,791+31.3% | Added |
| Fund Management at Engine No. 1 LLC | 20,069 | $1.74M | 0.43% | +2,541+14.5% | Added |
| Highlander Capital Management, LLC | 20,062 | $1.74M | 0.91% | +275+1.4% | Added |
| Cullen Capital Management LLC | 20,044 | $1.74M | 0.02% | −13,193−39.7% | Reduced |
| Quadrant Capital Group LLC | 20,032 | $1.74M | 0.20% | −813−3.9% | Reduced |
| NVWM, LLC | 20,030 | $1.74M | 0.63% | −2,241−10.1% | Reduced |
| Anson Funds Management LP | 20,000 | $1.74M | 0.57% | 00.0% | Unchanged |
| Tejara Capital Ltd | 20,000 | $1.74M | 1.01% | +20,000 | New |
| Congress Park Capital LLC | 19,968 | $1.73M | 1.10% | +560+2.9% | Added |
| Ropes Wealth Advisors LLC | 19,961 | $1.73M | 0.31% | −4,655−18.9% | Reduced |
| Cladis Investment Advisory, LLC | 19,954 | $1.73M | 1.73% | +2,257+12.8% | Added |
| Spirit of America Management Corp | 19,950 | $1.73M | 0.39% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 19,851 | $1.73M | 0.85% | +486+2.5% | Added |
| Diamant Asset Management, Inc. | 19,827 | $1.72M | 1.55% | −750−3.6% | Reduced |
| Ceera Investments, LLC | 19,826 | $1.72M | 1.09% | 00.0% | Unchanged |
| Weik Capital Management | 19,795 | $1.72M | 0.80% | +1,730+9.6% | Added |
| Legacy Trust | 19,777 | $1.72M | 0.53% | +19,777 | New |
| Stokes Family Office, LLC | 19,740 | $1.72M | 0.22% | −4,287−17.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 15,621 | $1.71M | 0.75% | −1,558−9.1% | Reduced |
| Hancock Whitney Corp | 19,671 | $1.71M | 0.07% | −4,200−17.6% | Reduced |
| Banco de Sabadell, S.A | 19,804 | $1.71M | 1.44% | −644−3.1% | Reduced |
| Atlas Brown,Inc. | 19,606 | $1.70M | 0.84% | −1,525−7.2% | Reduced |
| Nichols & Pratt Advisers LLP | 19,457 | $1.70M | 0.14% | −8,511−30.4% | Reduced |
| Hoertkorn Richard Charles | 19,494 | $1.69M | 0.90% | +5,350+37.8% | Added |
| Moody Lynn & Lieberson, LLC | 19,480 | $1.69M | 0.15% | −282−1.4% | Reduced |
| Duff & Phelps Investment Management Co | 19,473 | $1.69M | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 19,448 | $1.69M | 0.14% | −438−2.2% | Reduced |
| Silvant Capital Management LLC | 19,421 | $1.69M | 0.12% | −8,137−29.5% | Reduced |
| Foundations Investment Advisors, LLC | 19,346 | $1.68M | 0.07% | −3,405−15.0% | Reduced |
| Transatlantique Private Wealth LLC | 19,310 | $1.68M | 1.01% | +1,779+10.1% | Added |
| Cohen Lawrence B | 19,326 | $1.68M | 0.88% | −483−2.4% | Reduced |
| Harbor Advisory Corp | 19,324 | $1.68M | 0.69% | −8,930−31.6% | Reduced |
| Selway Asset Management | 19,277 | $1.67M | 0.89% | 00.0% | Unchanged |
| NTV Asset Management LLC | 19,262 | $1.67M | 0.33% | −600−3.0% | Reduced |
| Mount Capital Ltd | 19,200 | $1.67M | 0.65% | 00.0% | Unchanged |
| Estabrook Capital Management | 19,181 | $1.67M | 0.29% | −2,426−11.2% | Reduced |
| Ledge Wealth Management, Inc. | 19,176 | $1.67M | 0.76% | +3,519+22.5% | Added |
| Capital Investment Advisory Services, LLC | 19,169 | $1.67M | 0.20% | −1,676−8.0% | Reduced |
| Nwam LLC | 19,161 | $1.66M | 0.15% | −30,339−61.3% | Reduced |
| Qsemble Capital Management, LP | 19,000 | $1.65M | 1.15% | +19,000 | New |
| TrinityPoint Wealth, LLC | 18,950 | $1.65M | 0.37% | −4,383−18.8% | Reduced |
| Laidlaw Wealth Management LLC | 18,939 | $1.65M | 0.35% | +1,892+11.1% | Added |
| Checchi Capital Advisers, LLC | 18,892 | $1.64M | 0.17% | −20.0% | Reduced |
| BBJS Financial Advisors, LLC | 18,856 | $1.64M | 0.74% | +18,856 | New |
| CV Advisors LLC | 18,847 | $1.64M | 1.71% | −1,221−6.1% | Reduced |
| Arden Trust Co | 18,836 | $1.64M | 0.33% | −7,271−27.9% | Reduced |
| Chemistry Wealth Management LLC | 18,821 | $1.64M | 0.64% | −955−4.8% | Reduced |
| Kovack Advisors, Inc. | 18,800 | $1.63M | 0.24% | −3,762−16.7% | Reduced |
| TBH Global Asset Management, LLC | 18,796 | $1.63M | 0.40% | +1,058+6.0% | Added |
| Family Legacy, Inc. | 15,089 | $1.63M | 0.71% | +3,815+33.8% | Added |
| C2C Wealth Management, LLC | 16,378 | $1.63M | 0.28% | +4,445+37.2% | Added |
| Corrado Advisors, LLC | 18,729 | $1.63M | 1.14% | +4,479+31.4% | Added |
| Phraction Management LLC | 18,716 | $1.63M | 1.07% | +1,220+7.0% | Added |
| Qtron Investments LLC | 18,704 | $1.63M | 0.34% | +749+4.2% | Added |
| J. W. Coons Advisors, LLC | 18,686 | $1.62M | 0.48% | +3,257+21.1% | Added |
| Hedeker Wealth, LLC | 18,660 | $1.62M | 0.61% | −27,139−59.3% | Reduced |
| Wintrust Investments LLC | 18,638 | $1.62M | 0.21% | −4,127−18.1% | Reduced |
| RFG Advisory, LLC | 14,602 | $1.62M | 0.08% | −2,234−13.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 18,545 | $1.61M | 0.62% | −490−2.6% | Reduced |
| Money Concepts Capital Corp | 18,482 | $1.61M | 0.07% | +13,467+268.5% | Added |
| ARGI Investment Services, LLC | 18,461 | $1.60M | 0.05% | +5,772+45.5% | Added |
| Nixon Peabody Trust Co | 18,411 | $1.60M | 1.30% | +223+1.2% | Added |
| Montecito Bank & Trust | 18,402 | $1.60M | 0.39% | −51−0.3% | Reduced |
| Deane Retirement Strategies, Inc. | 18,361 | $1.60M | 0.89% | −75−0.4% | Reduced |
| Thomas Story & Son LLC | 18,354 | $1.59M | 0.81% | −1,650−8.2% | Reduced |
| Strategic Financial Services, Inc, | 18,332 | $1.59M | 0.13% | −2,759−13.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,323 | $1.59M | 0.29% | +1,262+7.4% | Added |
| YorkBridge Wealth Partners, LLC | 18,268 | $1.59M | 0.40% | −2,391−11.6% | Reduced |
| Insigneo Advisory Services, LLC | 18,253 | $1.59M | 0.60% | +18,253 | New |
| Citizens Business Bank | 18,240 | $1.58M | 0.36% | +17+0.1% | Added |
| Jacobsen Capital Management | 18,210 | $1.58M | 0.84% | −3,309−15.4% | Reduced |
| Campbell Capital Management Inc | 18,195 | $1.58M | 1.63% | −50,090−73.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 18,172 | $1.58M | 0.53% | +333+1.9% | Added |
| Ellsworth Advisors, LLC | 15,931 | $1.58M | 0.59% | +1,481+10.2% | Added |
| Proficio Capital Partners LLC | 18,859 | $1.58M | 0.30% | +419+2.3% | Added |
| Lindbrook Capital, LLC | 18,142 | $1.58M | 0.19% | −1,786−9.0% | Reduced |
| Wealth Alliance | 18,128 | $1.58M | 0.28% | −7,265−28.6% | Reduced |
| Aspiriant, LLC | 18,070 | $1.57M | 0.08% | +640+3.7% | Added |
| Westmount Partners, LLC | 18,061 | $1.57M | 0.82% | +18,061 | New |
| LGT Fund Management Co Ltd. | 18,000 | $1.56M | 0.68% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 18,000 | $1.56M | 1.39% | 00.0% | Unchanged |
| HCR Wealth Advisors | 17,968 | $1.56M | 0.33% | +765+4.4% | Added |
| Kornitzer Capital Management Inc | 17,940 | $1.56M | 0.03% | −218−1.2% | Reduced |
| Venator Management LLC | 17,910 | $1.56M | 0.71% | +12,510+231.7% | Added |