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 |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 10,651 | $925.4K | 0.09% | −22−0.2% | Reduced |
| Modera Wealth Management, LLC | 10,649 | $925.2K | 0.04% | −301−2.7% | Reduced |
| Wills Financial Group, Inc. | 10,642 | $924.6K | 0.53% | −2,958−21.8% | Reduced |
| Bridgefront Capital, LLC | 10,640 | $924.4K | 0.64% | +10,640 | New |
| Adviser Investments LLC | 9,595 | $924.3K | 0.02% | +163+1.7% | Added |
| Acropolis Investment Management, LLC | 10,637 | $924.2K | 0.08% | +37+0.3% | Added |
| Chesapeake Wealth Management | 10,616 | $922.3K | 0.40% | −137−1.3% | Reduced |
| Mechanics Financial Corp | 10,606 | $921.0K | 0.55% | −57−0.5% | Reduced |
| Widmann Financial Services, Inc. | 10,598 | $920.7K | 0.96% | +10.0% | Added |
| Valley Brook Capital Group | 10,589 | $919.9K | 0.88% | −909−7.9% | Reduced |
| Private Wealth Advisors | 10,567 | $918.1K | 0.39% | −5,358−33.6% | Reduced |
| Endurance Wealth Management, Inc. | 10,549 | $916.0K | 0.14% | −5,153−32.8% | Reduced |
| Benedetti & Gucer, Inc. | 10,531 | $915.0K | 0.67% | +200+1.9% | Added |
| Eaton Financial Holdings Company, LLC | 10,445 | $907.5K | 0.78% | +10,445 | New |
| Cyndeo Wealth Partners, LLC | 10,435 | $906.6K | 0.11% | +10,435 | New |
| Intact Investment Management Inc. | 10,400 | $903.6K | 0.04% | +700+7.2% | Added |
| Lumature Wealth Partners, LLC | 10,394 | $903.0K | 0.50% | −1,145−9.9% | Reduced |
| XML Financial, LLC | 10,392 | $902.9K | 0.11% | −5,930−36.3% | Reduced |
| Legato Capital Management LLC | 10,390 | $902.7K | 0.17% | +10,390 | New |
| TriaGen Wealth Management LLC | 10,361 | $900.2K | 0.50% | +205+2.0% | Added |
| Palumbo Wealth Management LLC | 10,315 | $896.2K | 0.71% | −1,117−9.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 10,294 | $894.3K | 0.65% | +10,294 | New |
| Columbia Trust Co 01012016 | 10,288 | $893.8K | 0.50% | −917−8.2% | Reduced |
| Sunbelt Securities, Inc. | 10,283 | $893.4K | 0.17% | +6,107+146.2% | Added |
| Sentry Investment Management LLC | 10,284 | $893.0K | 0.39% | −2,828−21.6% | Reduced |
| NewEdge Wealth, LLC | 10,274 | $892.6K | 0.04% | +319+3.2% | Added |
| EFG Asset Management (North America) Corp. | 10,231 | $891.9K | 0.20% | −200−1.9% | Reduced |
| Point72 Middle East FZE | 10,257 | $891.1K | 0.07% | +10,257 | New |
| Samalin Investment Counsel, LLC | 10,242 | $889.9K | 0.56% | −1,207−10.5% | Reduced |
| Marcum Wealth, LLC | 10,237 | $889.4K | 0.12% | −1,153−10.1% | Reduced |
| Chemung Canal Trust Co | 10,224 | $889.0K | 0.20% | −3,951−27.9% | Reduced |
| Symmetry Partners, LLC | 10,231 | $889.0K | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,229 | $888.7K | 0.13% | +320+3.2% | Added |
| Capital Advisors Inc | 10,196 | $885.8K | 0.03% | +267+2.7% | Added |
| Agate Pass Investment Management, LLC | 10,183 | $884.7K | 0.63% | −993−8.9% | Reduced |
| Guardian Wealth Management, Inc. | 10,130 | $880.1K | 0.87% | −1,382−12.0% | Reduced |
| Clear Creek Financial Management, LLC | 10,088 | $876.5K | 0.19% | −446−4.2% | Reduced |
| Absher Wealth Management, LLC | 10,087 | $876.4K | 0.16% | −511−4.8% | Reduced |
| Archford Capital Strategies, LLC | 10,075 | $875.3K | 0.20% | +3,081+44.1% | Added |
| ARS Wealth Advisors Group, LLC | 10,065 | $874.4K | 0.14% | −5,647−35.9% | Reduced |
| MONECO Advisors, LLC | 10,057 | $873.7K | 0.32% | +501+5.2% | Added |
| Intellectus Partners, LLC | 10,051 | $873.2K | 0.30% | +2,007+25.0% | Added |
| Great Diamond Partners, LLC | 10,012 | $869.8K | 0.27% | −489−4.7% | Reduced |
| Hartline Investment Corp | 10,008 | $869.5K | 0.20% | +4,646+86.6% | Added |
| Clal Insurance Enterprises Holdings Ltd | 10,000 | $869.0K | 0.01% | +10,000 | New |
| Jessup Wealth Management, Inc | 9,953 | $864.7K | 0.55% | +9,953 | New |
| Wealth Advisors of Tampa Bay, LLC | 9,941 | $863.7K | 0.53% | −1,700−14.6% | Reduced |
| Balentine LLC | 9,930 | $862.7K | 0.03% | −13,125−56.9% | Reduced |
| Warren Averett Asset Management, LLC | 9,911 | $861.1K | 0.05% | +738+8.0% | Added |
| Old Point Trust & Financial Services N A | 9,888 | $859.1K | 0.40% | −746−7.0% | Reduced |
| Bank of New Hampshire | 9,839 | $855.0K | 0.26% | −1,170−10.6% | Reduced |
| Thoroughbred Financial Services, LLC | 9,754 | $847.0K | 0.14% | −497−4.8% | Reduced |
| Van Hulzen Asset Management, LLC | 9,754 | $847.0K | 0.10% | −117−1.2% | Reduced |
| Tobam | 9,746 | $847.0K | 0.06% | +371+4.0% | Added |
| Strategic Blueprint, LLC | 9,736 | $845.8K | 0.10% | +104+1.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,734 | $845.7K | 0.28% | −1,532−13.6% | Reduced |
| Millennium Capital Advisors, LLC | 9,729 | $845.3K | 0.85% | −25−0.3% | Reduced |
| Investment Partners, Ltd. | 9,728 | $845.2K | 0.45% | −10,409−51.7% | Reduced |
| Grimes & Company, Inc. | 9,702 | $842.9K | 0.04% | −244−2.5% | Reduced |
| Old Mission Investment Co LLC | 9,677 | $840.7K | 0.36% | +268+2.8% | Added |
| Alta Wealth Advisors LLC | 9,676 | $840.7K | 0.57% | −672−6.5% | Reduced |
| Financial Architects, Inc | 9,661 | $839.4K | 0.14% | −1,132−10.5% | Reduced |
| Garrison Point Advisors, LLC | 9,633 | $836.9K | 0.68% | −60−0.6% | Reduced |
| ZWJ Investment Counsel Inc | 9,608 | $834.8K | 0.05% | +150+1.6% | Added |
| Stableford Capital II LLC | 8,758 | $830.0K | 0.45% | +1,006+13.0% | Added |
| Archer Investment Corp | 9,546 | $829.4K | 0.32% | −210−2.2% | Reduced |
| Mizuho Securities Co. Ltd. | 9,520 | $827.1K | 2.30% | −562−5.6% | Reduced |
| Salvus Wealth Management, LLC | 9,516 | $826.7K | 0.76% | −586−5.8% | Reduced |
| IFG Advisory, LLC | 9,480 | $823.0K | 0.08% | −3,882−29.1% | Reduced |
| Abundance Wealth Counselors | 9,434 | $820.0K | 0.22% | −910−8.8% | Reduced |
| Monterey Private Wealth, Inc. | 9,415 | $818.0K | 0.44% | −285−2.9% | Reduced |
| Park Place Capital Corp | 9,406 | $817.0K | 0.23% | +9,406 | New |
| Mystic Asset Management, Inc. | 9,388 | $815.6K | 0.46% | −1,151−10.9% | Reduced |
| Warther Private Wealth, LLC | 9,385 | $815.4K | 0.61% | −2,152−18.7% | Reduced |
| RSM US Wealth Management LLC | 9,359 | $814.9K | 0.04% | +1,028+12.3% | Added |
| Covey Capital Advisors, LLC | 9,364 | $813.5K | 1.33% | −5,622−37.5% | Reduced |
| Highline Wealth Partners LLC | 9,350 | $812.3K | 0.60% | −11−0.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 9,347 | $812.1K | 0.33% | +9,347 | New |
| Cypress Wealth Services, LLC | 9,343 | $811.8K | 0.26% | −594−6.0% | Reduced |
| Piscataqua Savings Bank | 9,332 | $810.7K | 0.68% | −44−0.5% | Reduced |
| Nadler Financial Group, Inc. | 9,328 | $810.4K | 0.14% | +123+1.3% | Added |
| Buckingham Strategic Partners | 9,318 | $809.6K | 0.06% | −2,219−19.2% | Reduced |
| Daymark Wealth Partners, LLC | 9,314 | $809.2K | 0.14% | +9,314 | New |
| WESCAP Management Group, Inc. | 9,292 | $807.3K | 0.28% | −696−7.0% | Reduced |
| Viawealth, LLC | 8,518 | $807.3K | 0.66% | +8,518 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9,287 | $806.9K | 0.16% | −5−0.1% | Reduced |
| Main Street Financial Solutions, LLC | 9,276 | $805.7K | 0.13% | −142−1.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 9,255 | $804.1K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 9,228 | $802.0K | 0.40% | −10−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 9,215 | $800.6K | 0.07% | −10,139−52.4% | Reduced |
| Berger Financial Group, Inc | 9,183 | $797.8K | 0.11% | −302−3.2% | Reduced |
| LexAurum Advisors, LLC | 9,163 | $796.1K | 0.29% | −351−3.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 9,155 | $795.4K | 0.28% | −188−2.0% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 9,155 | $795.4K | 1.06% | −45−0.5% | Reduced |
| Oak Asset Management, LLC | 9,135 | $793.7K | 0.36% | −1,932−17.5% | Reduced |
| Armstrong Henry H Associates Inc | 9,115 | $791.9K | 0.10% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 9,110 | $791.5K | 0.20% | +117+1.3% | Added |
| Westwood Wealth Management | 9,100 | $790.6K | 0.95% | −290−3.1% | Reduced |
| White Pine Capital LLC | 9,091 | $789.8K | 0.31% | +723+8.6% | Added |
| CoreFirst Bank & Trust | 9,088 | $789.6K | 0.60% | −1,576−14.8% | Reduced |