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
- 2,995
- +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
- 1,494 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 |
|---|---|---|---|---|---|
| Investment Research & Advisory Group, Inc. | 12,577 | $1.09M | 0.73% | −5,404−30.1% | Reduced |
| Tempus Wealth Planning, LLC | 12,559 | $1.09M | 0.66% | +61+0.5% | Added |
| Lederer & Associates Investment Counsel | 12,524 | $1.09M | 0.89% | −375−2.9% | Reduced |
| Clare Market Investments LLC | 12,506 | $1.09M | 0.51% | −1,034−7.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 12,476 | $1.08M | 0.84% | −4,213−25.2% | Reduced |
| First Commonwealth Financial Corp | 12,471 | $1.08M | 0.40% | +253+2.1% | Added |
| Spears Abacus Advisors LLC | 12,470 | $1.08M | 0.10% | −273−2.1% | Reduced |
| Vident Investment Advisory, LLC | 12,429 | $1.08M | 0.04% | +2,330+23.1% | Added |
| Harbor Investment Advisory, LLC | 12,406 | $1.08M | 0.17% | −10,019−44.7% | Reduced |
| TD Private Client Wealth LLC | 12,397 | $1.08M | 0.05% | −2,372−16.1% | Reduced |
| Optimum Investment Advisors | 12,384 | $1.08M | 0.58% | −935−7.0% | Reduced |
| Winton Group Ltd | 12,381 | $1.08M | 0.07% | +1,965+18.9% | Added |
| Constitution Capital LLC | 12,380 | $1.08M | 0.66% | −24,405−66.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 12,361 | $1.07M | 0.58% | −7,854−38.9% | Reduced |
| Perfromance Wealth Partners, LLC | 12,344 | $1.07M | 0.06% | −826−6.3% | Reduced |
| AXS Investments LLC | 12,280 | $1.07M | 0.38% | +2,367+23.9% | Added |
| Joseph Group Capital Management | 12,271 | $1.07M | 1.01% | −227−1.8% | Reduced |
| StoneX Group Inc. | 12,205 | $1.06M | 0.13% | +3,936+47.6% | Added |
| Joseph P. Lucia & Associates, LLC | 12,156 | $1.06M | 0.79% | +1,091+9.9% | Added |
| JFS Wealth Advisors, LLC | 12,064 | $1.05M | 0.10% | −1,133−8.6% | Reduced |
| SYSTM Wealth Solutions LLC | 12,041 | $1.05M | 0.13% | +12,041 | New |
| Pure Financial Advisors, Inc. | 12,034 | $1.05M | 0.05% | +1,247+11.6% | Added |
| Voya Financial Advisors, Inc. | 11,974 | $1.04M | 0.14% | +1,811+17.8% | Added |
| Lester Murray Antman dba SimplyRich | 12,006 | $1.04M | 0.42% | 00.0% | Unchanged |
| Bank Ozk | 11,989 | $1.04M | 0.52% | −713−5.6% | Reduced |
| Byrne Asset Management LLC | 11,963 | $1.04M | 0.75% | −1,045−8.0% | Reduced |
| Allred Capital Management, LLC | 11,891 | $1.03M | 0.57% | −51−0.4% | Reduced |
| AdvisorNet Financial, Inc | 11,889 | $1.03M | 0.10% | −4,984−29.5% | Reduced |
| Prudent Man Advisors, LLC | 11,881 | $1.03M | 0.42% | +1,126+10.5% | Added |
| Leisure Capital Management | 11,861 | $1.03M | 0.53% | −993−7.7% | Reduced |
| Eads & Heald Wealth Management | 11,847 | $1.03M | 0.52% | −329−2.7% | Reduced |
| Southeast Asset Advisors Inc. | 11,823 | $1.03M | 0.16% | −1,150−8.9% | Reduced |
| HighTower Trust Services, LTA | 12,198 | $1.03M | 0.10% | +1,479+13.8% | Added |
| Gables Capital Management Inc. | 11,786 | $1.02M | 0.74% | +5,115+76.7% | Added |
| Wendell David Associates Inc | 11,773 | $1.02M | 0.13% | −2,530−17.7% | Reduced |
| Omnia Family Wealth, LLC | 11,762 | $1.02M | 0.83% | +50.0% | Added |
| Delta Financial Advisors LLC | 11,755 | $1.02M | 0.50% | −6,520−35.7% | Reduced |
| ELCO Management Co., LLC | 11,743 | $1.02M | 0.77% | −1,182−9.1% | Reduced |
| Smith Anglin Financial, LLC | 11,737 | $1.02M | 0.19% | +156+1.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,697 | $1.02M | 0.08% | −204−1.7% | Reduced |
| Mayflower Financial Advisors, LLC | 11,693 | $1.02M | 0.14% | +1,000+9.4% | Added |
| Icon Wealth Advisors, LLC | 11,678 | $1.01M | 0.12% | +20.0% | Added |
| Zevenbergen Capital Investments LLC | 11,645 | $1.01M | 0.03% | +190+1.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,643 | $1.01M | 0.04% | −197−1.7% | Reduced |
| V Wealth Advisors LLC | 11,640 | $1.01M | 0.21% | −62−0.5% | Reduced |
| Uncommon Cents Investing LLC | 12,253 | $1.01M | 0.37% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 11,586 | $1.01M | 0.23% | −453−3.8% | Reduced |
| Woodmont Investment Counsel LLC | 11,576 | $1.01M | 0.11% | −1,552−11.8% | Reduced |
| Outfitter Financial LLC | 11,575 | $1.01M | 0.91% | +130+1.1% | Added |
| Manchester Capital Management LLC | 11,574 | $1.01M | 0.15% | +4,174+56.4% | Added |
| Claro Advisors LLC | 11,549 | $1.00M | 0.33% | +683+6.3% | Added |
| JT Stratford LLC | 11,534 | $1.00M | 0.32% | +8,369+264.4% | Added |
| MCF Advisors LLC | 11,519 | $1.00M | 0.10% | −79−0.7% | Reduced |
| Glassman Wealth Services | 11,518 | $1.00M | 0.18% | +123+1.1% | Added |
| CenterBook Partners LP | 11,509 | $999.9K | 0.16% | +11,509 | New |
| GYL Financial Synergies, LLC | 11,489 | $998.1K | 0.22% | +5,791+101.6% | Added |
| Acadian Asset Management LLC | 11,515 | $998.0K | 0.00% | −3,544−23.5% | Reduced |
| Copperleaf Capital, LLC | 11,481 | $997.5K | 1.15% | +4,520+64.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,442 | $994.1K | 0.08% | +1,507+15.2% | Added |
| Pinnacle Holdings, LLC | 11,442 | $994.0K | 0.44% | −1,618−12.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 97,390 | $993.9K | 0.47% | +95,144+4,236.2% | Added |
| Bank of Hawaii | 11,398 | $990.3K | 0.06% | −1,419−11.1% | Reduced |
| LBMC Investment Advisors, LLC | 11,393 | $989.8K | 0.10% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 5,359 | $989.0K | 0.43% | −333−5.9% | Reduced |
| Platform Technology Partners | 11,367 | $987.6K | 0.51% | −754−6.2% | Reduced |
| Cascade Investment Advisors, Inc. | 11,353 | $986.3K | 0.82% | +880+8.4% | Added |
| Evergreen Wealth Solutions, LLC | 11,355 | $986.0K | 1.30% | −564−4.7% | Reduced |
| Shepherd Financial Partners LLC | 11,309 | $982.5K | 0.18% | −3,053−21.3% | Reduced |
| Golden Green, Inc. | 11,295 | $981.3K | 1.01% | +7,651+210.0% | Added |
| Bank of Stockton | 11,227 | $975.0K | 0.34% | −1,033−8.4% | Reduced |
| Cooper Financial Group | 11,212 | $974.1K | 0.30% | −445−3.8% | Reduced |
| Confluence Wealth Services, Inc. | 11,211 | $974.0K | 0.25% | −6,159−35.5% | Reduced |
| Coastal Bridge Advisors, LLC | 11,185 | $971.8K | 0.28% | +1,336+13.6% | Added |
| Founders Financial Alliance, LLC | 11,181 | $971.4K | 0.45% | −2,462−18.0% | Reduced |
| Kapstone Financial Advisors LLC | 8,571 | $970.4K | 0.88% | +8,571 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,149 | $968.6K | 0.26% | −1,008−8.3% | Reduced |
| Essex Savings Bank | 11,127 | $966.7K | 0.34% | −443−3.8% | Reduced |
| Montis Financial, LLC | 11,127 | $966.7K | 0.82% | −12,331−52.6% | Reduced |
| NorthRock Partners, LLC | 11,116 | $965.8K | 0.11% | −5,068−31.3% | Reduced |
| Moloney Securities Asset Management, LLC | 11,110 | $965.2K | 0.21% | −1,313−10.6% | Reduced |
| McDonough Capital Management, Inc | 11,104 | $964.4K | 1.12% | −2,125−16.1% | Reduced |
| Summit Financial, LLC | 11,023 | $957.7K | 0.09% | −44−0.4% | Reduced |
| Bremer Bank National Association | 11,012 | $957.0K | 0.18% | +966+9.6% | Added |
| David Loasby | 9,927 | $956.3K | 0.13% | +574+6.1% | Added |
| Tilia Fiduciary Partners, Inc. | 11,003 | $956.0K | 0.92% | +106+1.0% | Added |
| Balboa Wealth Partners | 11,001 | $955.8K | 0.43% | −1,113−9.2% | Reduced |
| MGO Private Wealth, LLC | 10,989 | $954.7K | 0.44% | −644−5.5% | Reduced |
| Certified Advisory Corp | 10,973 | $953.4K | 0.19% | +310+2.9% | Added |
| First United Bank Trust | 10,954 | $951.6K | 0.46% | −702−6.0% | Reduced |
| Prelude Capital Management, LLC | 10,940 | $950.5K | 0.06% | +7,511+219.0% | Added |
| Synergy Financial Group, LTD | 10,933 | $949.9K | 1.88% | −1,786−14.0% | Reduced |
| Matrix Private Capital Group LLC | 10,921 | $948.8K | 0.62% | −231−2.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 10,910 | $947.0K | 0.70% | −134−1.2% | Reduced |
| Aries Wealth Management | 10,896 | $946.6K | 0.41% | +210+2.0% | Added |
| Eqis Capital Management, Inc. | 10,804 | $938.6K | 0.11% | −719−6.2% | Reduced |
| Intrust Bank NA | 10,799 | $938.2K | 0.13% | −5,197−32.5% | Reduced |
| Forte Capital LLC | 10,756 | $934.5K | 0.16% | −83−0.8% | Reduced |
| Vista Investment Management | 10,752 | $934.1K | 0.53% | +210+2.0% | Added |
| Successful Portfolios LLC | 10,722 | $932.0K | 0.61% | +165+1.6% | Added |
| Baldwin Brothers Inc | 10,692 | $928.9K | 0.08% | −1,287−10.7% | Reduced |