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 |
|---|---|---|---|---|---|
| Apexium Financial, LP | 9,074 | $788.3K | 0.08% | −226−2.4% | Reduced |
| Worth Financial Advisory Group, LLC | 9,035 | $785.0K | 0.91% | +9,035 | New |
| Enterprise Bank & Trust Co | 9,028 | $784.4K | 0.37% | −4,938−35.4% | Reduced |
| Silverlake Wealth Management LLC | 9,025 | $784.1K | 0.49% | −82−0.9% | Reduced |
| Lumina Fund Management LLC | 9,000 | $782.0K | 0.39% | +3,500+63.6% | Added |
| Barbara Oil Co. | 9,000 | $781.9K | 0.37% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 8,986 | $780.7K | 0.07% | −1,719−16.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 8,972 | $779.5K | 0.28% | 00.0% | Unchanged |
| Carr Financial Group Corp | 8,943 | $777.0K | 0.41% | +8,943 | New |
| Peddock Capital Advisors, LLC | 8,936 | $776.4K | 0.30% | −1,799−16.8% | Reduced |
| RVW Wealth, LLC | 8,936 | $776.3K | 0.10% | −338−3.6% | Reduced |
| US Asset Management LLC | 8,914 | $774.0K | 0.84% | +8,914 | New |
| LJI Wealth Management, LLC | 8,900 | $773.2K | 0.27% | +8,900 | New |
| Resurgent Financial Advisors LLC | 8,896 | $772.9K | 0.41% | −1,225−12.1% | Reduced |
| Executive Wealth Management, LLC | 8,878 | $771.4K | 0.09% | +7,989+898.7% | Added |
| Providence Wealth Advisors, LLC | 8,362 | $768.9K | 0.57% | +305+3.8% | Added |
| Aull & Monroe Investment Management Corp | 8,831 | $767.2K | 0.38% | −1,629−15.6% | Reduced |
| Vance Wealth, Inc. | 8,830 | $767.1K | 0.48% | +287+3.4% | Added |
| Cassaday & Co Wealth Management LLC | 8,827 | $766.9K | 0.04% | +8,827 | New |
| Bridge Advisory, LLC | 8,825 | $766.7K | 0.32% | −67−0.8% | Reduced |
| Abacus Planning Group, Inc. | 8,819 | $766.2K | 0.21% | −2,025−18.7% | Reduced |
| IVC Wealth Advisors LLC | 8,813 | $765.7K | 0.56% | −269−3.0% | Reduced |
| Zullo Investment Group, Inc. | 8,799 | $764.5K | 0.47% | +142+1.6% | Added |
| Beacon Financial Group | 8,708 | $764.0K | 0.10% | −5,194−37.4% | Reduced |
| Gradient Investments LLC | 8,784 | $763.2K | 0.02% | −128−1.4% | Reduced |
| Grove Bank & Trust | 8,781 | $763.0K | 0.17% | −7,277−45.3% | Reduced |
| Pflug Koory, LLC | 8,765 | $762.0K | 0.42% | −176−2.0% | Reduced |
| Summit Global Investments | 8,761 | $761.0K | 0.06% | +5,565+174.1% | Added |
| Indiana Trust & Investment Management CO | 8,698 | $756.0K | 0.43% | −876−9.1% | Reduced |
| Accredited Investors Inc. | 8,692 | $755.1K | 0.06% | +578+7.1% | Added |
| Arbor Capital Management Inc | 8,530 | $755.0K | 0.67% | −8−0.1% | Reduced |
| Garden State Investment Advisory Services LLC | 8,685 | $754.7K | 0.45% | +8,685 | New |
| Broderick Brian C | 8,677 | $753.9K | 0.22% | −43,503−83.4% | Reduced |
| One River Asset Management, LLC | 8,636 | $752.9K | 0.52% | +8,636 | New |
| Investors Research Corp | 8,651 | $751.6K | 0.20% | +1,225+16.5% | Added |
| First Command Bank | 8,640 | $751.0K | 0.10% | −807−8.5% | Reduced |
| First Command Financial Services, Inc. | 8,640 | $751.0K | 0.10% | −807−8.5% | Reduced |
| Finer Wealth Management, Inc. | 8,637 | $750.4K | 0.70% | −2,821−24.6% | Reduced |
| Dash Acquisitions Inc. | 8,605 | $747.6K | 0.39% | −607−6.6% | Reduced |
| Aberdeen Wealth Management LLC | 8,604 | $747.5K | 0.56% | −50−0.6% | Reduced |
| Biltmore Family Office, LLC | 8,583 | $745.7K | 0.15% | +666+8.4% | Added |
| Investment House LLC | 8,578 | $745.3K | 0.07% | −55−0.6% | Reduced |
| Argent Advisors, Inc. | 8,567 | $744.3K | 0.39% | −164−1.9% | Reduced |
| Renasant Bank | 8,567 | $744.3K | 0.56% | +981+12.9% | Added |
| Camden Capital, LLC | 8,562 | $743.9K | 0.12% | +252+3.0% | Added |
| Calton & Associates, Inc. | 8,559 | $743.6K | 0.29% | +5,715+200.9% | Added |
| Central Bank & Trust Co | 8,558 | $743.5K | 0.14% | +127+1.5% | Added |
| Smith Chas P & Associates Pa Cpas | 8,552 | $743.0K | 0.05% | +3,185+59.3% | Added |
| Wolf Group Capital Advisors | 8,551 | $742.9K | 0.35% | −36−0.4% | Reduced |
| Nicolet Bankshares Inc | 10,153 | $741.7K | 0.26% | −1,635−13.9% | Reduced |
| Angeles Wealth Management, LLC | 8,535 | $741.5K | 0.13% | −202−2.3% | Reduced |
| Neo Ivy Capital Management | 8,526 | $741.0K | 0.50% | +8,526 | New |
| Alliance Wealth Advisors, LLC | 8,495 | $738.1K | 0.33% | +8,495 | New |
| Strong Tower Advisory Services | 8,494 | $738.0K | 0.44% | +25+0.3% | Added |
| TLWM | 8,485 | $737.2K | 0.27% | +8,485 | New |
| AlphaQ Advisors LLC | 8,474 | $736.2K | 0.64% | +8,474 | New |
| Trust Investment Advisors | 8,472 | $736.0K | 0.69% | −4,186−33.1% | Reduced |
| First National Bank Sioux Falls | 8,468 | $735.7K | 0.53% | +3,858+83.7% | Added |
| HF Advisory Group, LLC | 8,466 | $735.5K | 0.74% | +8,466 | New |
| Avalon Investment & Advisory | 8,424 | $732.0K | 0.02% | −411−4.7% | Reduced |
| Willner & Heller, LLC | 8,425 | $731.9K | 1.04% | +169+2.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8,403 | $730.1K | 0.04% | 00.0% | Unchanged |
| ERn Financial, LLC | 8,377 | $727.8K | 0.17% | +443+5.6% | Added |
| Apriem Advisors | 8,365 | $726.8K | 0.13% | −1,816−17.8% | Reduced |
| Tilt Investment Management Holdings, PBC | 8,353 | $725.7K | 0.62% | +8,353 | New |
| Keystone Wealth Services, LLC | 8,349 | $725.4K | 0.32% | −293−3.4% | Reduced |
| United Bank | 8,349 | $725.4K | 0.45% | −1,150−12.1% | Reduced |
| Blueshift Asset Management, LLC | 8,336 | $724.2K | 0.34% | +1,553+22.9% | Added |
| Stiles Financial Services Inc | 8,326 | $723.4K | 0.41% | −348−4.0% | Reduced |
| Dudley Capital Management, LLC | 8,301 | $721.2K | 0.53% | +8,301 | New |
| Hayek Kallen Investment Management | 8,285 | $720.0K | 0.33% | +40+0.5% | Added |
| Key Client Fiduciary Advisors, LLC | 8,260 | $717.6K | 0.49% | +1,793+27.7% | Added |
| Waterfront Wealth Inc. | 6,542 | $716.6K | 0.25% | −1,350−17.1% | Reduced |
| F3Logic, LLC | 8,247 | $716.5K | 0.15% | +956+13.1% | Added |
| Gallagher Benefit Services, Inc. | 8,247 | $716.5K | 0.15% | +8,247 | New |
| Meitav Dash Investments Ltd | 8,232 | $713.1K | 0.01% | −40,673−83.2% | Reduced |
| Valley National Advisers Inc | 7,403 | $713.0K | 0.13% | −332−4.3% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 8,200 | $712.0K | 0.51% | −14,300−63.6% | Reduced |
| Mainstay Capital Management LLC | 8,157 | $708.7K | 0.16% | −310−3.7% | Reduced |
| Quent Capital, LLC | 8,155 | $708.6K | 0.13% | +766+10.4% | Added |
| Grandview Asset Management LLC | 8,152 | $708.0K | 0.44% | −785−8.8% | Reduced |
| Am Investment Strategies LLC | 8,135 | $707.0K | 0.25% | +4,994+159.0% | Added |
| Mather Group, LLC. | 8,133 | $706.6K | 0.01% | −444−5.2% | Reduced |
| BBR Partners, LLC | 8,122 | $705.6K | 0.08% | −4,024−33.1% | Reduced |
| 626 Financial, LLC | 8,122 | $705.6K | 0.49% | −5,408−40.0% | Reduced |
| Prosperity Financial Group, Inc. | 8,117 | $705.2K | 0.76% | +8,117 | New |
| Semmax Financial Advisors Inc. | 7,055 | $705.0K | 0.28% | +3,346+90.2% | Added |
| Old Port Advisors | 8,110 | $704.6K | 0.27% | −295−3.5% | Reduced |
| Summit Trail Advisors, LLC | 8,098 | $703.5K | 0.03% | −150−1.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 8,089 | $702.8K | 0.06% | −33−0.4% | Reduced |
| Vigilant Capital Management, LLC | 8,081 | $702.0K | 0.06% | −33−0.4% | Reduced |
| O'Dell Group, LLC | 8,060 | $700.3K | 0.25% | +797+11.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,053 | $699.6K | 0.12% | −5,055−38.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 8,027 | $697.4K | 0.13% | +493+6.5% | Added |
| Beacon Investment Advisors LLC | 8,010 | $695.9K | 0.58% | +8,010 | New |
| Congress Wealth Management LLC | 8,005 | $695.5K | 0.02% | +857+12.0% | Added |
| Aureus Asset Management, LLC | 8,001 | $695.1K | 0.06% | −271−3.3% | Reduced |
| Delta Capital Management LLC | 8,000 | $695.0K | 0.51% | −2,340−22.6% | Reduced |
| Waycross Partners, LLC | 8,000 | $695.0K | 0.25% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 7,971 | $692.5K | 0.53% | −221−2.7% | Reduced |