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 |
|---|---|---|---|---|---|
| Keene & Associates, Inc. | 15,246 | $1.32M | 1.18% | −11,470−42.9% | Reduced |
| Lakeview Capital Partners, LLC | 12,298 | $1.32M | 0.42% | −5,385−30.5% | Reduced |
| Sittner & Nelson, LLC | 15,170 | $1.32M | 0.81% | +802+5.6% | Added |
| Sterling Investment Counsel, LLC | 15,161 | $1.32M | 0.81% | +1,329+9.6% | Added |
| GW&K Investment Management, LLC | 15,162 | $1.32M | 0.01% | +12,194+410.8% | Added |
| Conservest Capital Advisors, Inc. | 15,153 | $1.32M | 0.17% | – | – |
| Conning Inc. | 15,149 | $1.32M | 0.04% | −141−0.9% | Reduced |
| Cantor Fitzgerald, L. P. | 15,140 | $1.31M | 0.03% | +1,147+8.2% | Added |
| LMG Wealth Partners, LLC | 13,074 | $1.31M | 0.43% | +13,074 | New |
| SBK Financial, Inc. | 15,024 | $1.31M | 2.07% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 14,908 | $1.30M | 0.14% | −1,166−7.3% | Reduced |
| Bensler, LLC | 14,875 | $1.29M | 0.29% | +563+3.9% | Added |
| Slow Capital, Inc. | 14,865 | $1.29M | 0.29% | +1,610+12.1% | Added |
| Verus Capital Partners, LLC | 14,828 | $1.29M | 0.24% | −1,612−9.8% | Reduced |
| Davidson Trust Co | 14,817 | $1.29M | 1.14% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 14,806 | $1.29M | 1.03% | +537+3.8% | Added |
| Perennial Investment Advisors, LLC | 14,765 | $1.28M | 0.52% | +1,320+9.8% | Added |
| First Business Financial Services, Inc. | 14,752 | $1.28M | 0.17% | −1,712−10.4% | Reduced |
| Insight Inv LLC | 14,695 | $1.28M | 1.29% | −836−5.4% | Reduced |
| Argus Investors' Counsel, Inc. | 14,685 | $1.28M | 1.02% | +2,850+24.1% | Added |
| Doliver Advisors, LP | 14,684 | $1.28M | 0.42% | −275−1.8% | Reduced |
| Cornerstone Advisory, LLC | 14,677 | $1.28M | 0.25% | −113−0.8% | Reduced |
| Garde Capital, Inc. | 14,655 | $1.27M | 0.15% | −146−1.0% | Reduced |
| West Branch Capital LLC | 14,640 | $1.27M | 0.79% | −1,707−10.4% | Reduced |
| Eudaimonia Partners, LLC | 14,637 | $1.27M | 0.31% | −381−2.5% | Reduced |
| Barings LLC | 14,600 | $1.27M | 0.04% | −17−0.1% | Reduced |
| Sanders Morris Harris LLC | 14,563 | $1.27M | 0.48% | −3,975−21.4% | Reduced |
| Sierra Capital LLC | 14,539 | $1.26M | 0.22% | +1,058+7.8% | Added |
| Advisor Resource Council | 14,478 | $1.26M | 0.75% | +1,119+8.4% | Added |
| Independence Bank of Kentucky | 14,441 | $1.25M | 0.56% | +3,632+33.6% | Added |
| Investors Asset Management of Georgia Inc | 14,430 | $1.25M | 0.65% | −414−2.8% | Reduced |
| Pictet Bank & Trust Ltd | 14,381 | $1.25M | 1.46% | +1,594+12.5% | Added |
| Mechanics Bank Trust Department | 14,356 | $1.25M | 0.22% | +650+4.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,326 | $1.24M | 0.49% | −428−2.9% | Reduced |
| WT Wealth Management | 14,320 | $1.24M | 0.60% | +1,417+11.0% | Added |
| St Germain D J Co Inc | 45,422 | $1.24M | 0.42% | −21,311−31.9% | Reduced |
| Moseley Investment Management Inc | 14,287 | $1.24M | 0.89% | −1,345−8.6% | Reduced |
| New England Asset Management Inc | 14,286 | $1.24M | 0.02% | −868−5.7% | Reduced |
| Rockland Trust Co | 14,229 | $1.24M | 0.08% | +886+6.6% | Added |
| Galibier Capital Management Ltd. | 14,208 | $1.23M | 0.25% | +3,413+31.6% | Added |
| Sound View Wealth Advisors Group, LLC | 13,660 | $1.23M | 0.14% | +242+1.8% | Added |
| ICA Group Wealth Management, LLC | 14,127 | $1.23M | 0.29% | −4,049−22.3% | Reduced |
| BSW Wealth Partners | 14,184 | $1.23M | 0.26% | +179+1.3% | Added |
| Herold Advisors, Inc. | 14,152 | $1.23M | 0.52% | +925+7.0% | Added |
| Capital Financial Services, LLC | 14,099 | $1.22M | 1.69% | −200−1.4% | Reduced |
| Adirondack Trust Co | 14,081 | $1.22M | 0.63% | −132−0.9% | Reduced |
| Monetta Financial Services Inc | 14,000 | $1.22M | 1.40% | +1,000+7.7% | Added |
| Page Arthur B | 13,956 | $1.21M | 1.19% | −1,335−8.7% | Reduced |
| New England Research & Management, Inc. | 13,952 | $1.21M | 0.70% | −2,020−12.6% | Reduced |
| Winthrop Advisory Group LLC | 13,894 | $1.21M | 0.23% | +510+3.8% | Added |
| Thompson Investment Management, Inc. | 13,888 | $1.21M | 0.22% | +8,400+153.1% | Added |
| Compton Wealth Advisory Group, LLC | 13,889 | $1.21M | 0.47% | −180−1.3% | Reduced |
| Elmwood Wealth Management, Inc. | 13,823 | $1.20M | 0.60% | +117+0.9% | Added |
| DAGCO, Inc. | 13,812 | $1.20M | 0.70% | −1,276−8.5% | Reduced |
| Avitas Wealth Management LLC | 13,800 | $1.20M | 0.25% | −6,484−32.0% | Reduced |
| Tevis Investment Management | 13,784 | $1.20M | 1.28% | −402−2.8% | Reduced |
| Geneva Capital Management LLC | 13,724 | $1.19M | 0.03% | −2,230−14.0% | Reduced |
| Chapin Davis, Inc. | 13,699 | $1.19M | 0.69% | +13,699 | New |
| Nations Financial Group Inc, | 13,633 | $1.18M | 0.13% | −21−0.2% | Reduced |
| Martin & Co Inc | 13,573 | $1.18M | 0.31% | +349+2.6% | Added |
| Puzo Michael J | 13,559 | $1.18M | 0.43% | −33,682−71.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 13,552 | $1.18M | 0.68% | −1,345−9.0% | Reduced |
| Annandale Capital, LLC | 13,503 | $1.17M | 0.39% | −148−1.1% | Reduced |
| Sawtooth Solutions, LLC | 13,490 | $1.17M | 0.16% | −5,334−28.3% | Reduced |
| Westwood Holdings Group Inc. | 13,413 | $1.17M | 0.01% | −7,486−35.8% | Reduced |
| Aj Wealth Strategies, LLC | 13,408 | $1.17M | 0.06% | +1,402+11.7% | Added |
| Avantax Planning Partners, Inc. | 13,387 | $1.16M | 0.05% | −1,137−7.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 13,384 | $1.16M | 0.39% | −1,760−11.6% | Reduced |
| Axq Capital, LP | 13,362 | $1.16M | 0.81% | +13,362 | New |
| Kidder Stephen W | 13,325 | $1.16M | 0.42% | −26,795−66.8% | Reduced |
| BlueCrest Capital Management Ltd | 13,320 | $1.16M | 0.14% | +3,520+35.9% | Added |
| Inscription Capital, LLC | 13,311 | $1.16M | 0.40% | −1,477−10.0% | Reduced |
| Clarius Group, LLC | 13,238 | $1.15M | 0.10% | −3,942−22.9% | Reduced |
| SageView Advisory Group, LLC | 13,219 | $1.15M | 0.09% | +13,219 | New |
| Cox Capital Mgt LLC | 13,210 | $1.15M | 0.75% | +13,210 | New |
| Trellus Management Company, LLC | 13,200 | $1.15M | 1.99% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 13,143 | $1.14M | 0.19% | −1,687−11.4% | Reduced |
| Auxano Advisors, LLC | 13,140 | $1.14M | 0.52% | −43−0.3% | Reduced |
| Burney Co | 13,126 | $1.14M | 0.06% | −467−3.4% | Reduced |
| Abbot Financial Management, Inc. | 13,075 | $1.14M | 0.78% | −6,699−33.9% | Reduced |
| Seelaus Asset Management LLC | 13,047 | $1.13M | 0.85% | −1,380−9.6% | Reduced |
| Jmac Enterprises LLC | 13,041 | $1.13M | 0.31% | −1,335−9.3% | Reduced |
| Fernwood Investment Management, LLC | 13,012 | $1.13M | 0.47% | +205+1.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 12,982 | $1.13M | 1.60% | +501+4.0% | Added |
| Magnus Financial Group LLC | 12,959 | $1.13M | 0.18% | +949+7.9% | Added |
| Canal Capital Management, LLC | 12,949 | $1.13M | 0.27% | −6,056−31.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 12,935 | $1.12M | 0.13% | −4,520−25.9% | Reduced |
| Atlas Capital Advisors LLC | 12,863 | $1.12M | 0.19% | +1,185+10.1% | Added |
| Oxler Private Wealth LLC | 12,838 | $1.12M | 0.60% | −375−2.8% | Reduced |
| Private Trust Co NA | 12,810 | $1.11M | 0.17% | −3,560−21.7% | Reduced |
| Duncker Streett & Co Inc | 12,792 | $1.11M | 0.27% | −1,266−9.0% | Reduced |
| Cypress Capital, LLC | 12,763 | $1.11M | 0.35% | −569−4.3% | Reduced |
| Boston Trust Walden Corp | 12,734 | $1.11M | 0.01% | −22,701−64.1% | Reduced |
| BerganKDV Wealth Management, LLC | 12,715 | $1.10M | 0.12% | −954−7.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,678 | $1.10M | 0.05% | −742−5.5% | Reduced |
| My Legacy Advisors, LLC | 9,939 | $1.10M | 0.47% | −324−3.2% | Reduced |
| Founders Financial Securities LLC | 12,664 | $1.10M | 0.17% | −3,806−23.1% | Reduced |
| Peloton Wealth Strategists | 12,630 | $1.10M | 0.53% | −2,500−16.5% | Reduced |
| Naviter Wealth, LLC | 10,334 | $1.10M | 0.30% | +485+4.9% | Added |
| Atlas Private Wealth Management | 12,598 | $1.09M | 0.51% | +582+4.8% | Added |