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 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 7,949 | $690.6K | 0.04% | −535−6.3% | Reduced |
| NovaPoint Capital, LLC | 7,947 | $690.4K | 0.30% | −6,245−44.0% | Reduced |
| Global Trust Asset Management, LLC | 7,925 | $688.5K | 0.35% | −4,161−34.4% | Reduced |
| James Investment Research Inc | 7,906 | $687.0K | 0.10% | −1,734−18.0% | Reduced |
| Fox Run Management, L.L.C. | 7,902 | $686.5K | 0.28% | +7,902 | New |
| Corundum Group, Inc. | 7,892 | $686.0K | 0.39% | +53+0.7% | Added |
| West Paces Advisors Inc. | 7,882 | $684.8K | 0.22% | +355+4.7% | Added |
| Edge Capital Group, LLC | 7,880 | $684.6K | 0.05% | −4,937−38.5% | Reduced |
| Tompkins Financial Corp | 7,866 | $684.0K | 0.11% | −1,002−11.3% | Reduced |
| Rocky Mountain Advisers, LLC | 7,876 | $684.0K | 0.38% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 7,871 | $683.8K | 0.31% | −300−3.7% | Reduced |
| Canvas Wealth Advisors, LLC | 6,900 | $683.4K | 0.29% | −3,548−34.0% | Reduced |
| Chicago Partners Investment Group LLC | 6,117 | $682.9K | 0.04% | −636−9.4% | Reduced |
| DB Fitzpatrick & Co, Inc | 7,855 | $682.4K | 0.78% | −3,932−33.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7,851 | $682.1K | 0.16% | −331−4.0% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 7,839 | $681.1K | 0.95% | −52−0.7% | Reduced |
| TFG Advisers LLC | 7,815 | $678.9K | 0.35% | −2,120−21.3% | Reduced |
| First County Bank | 7,802 | $677.8K | 0.33% | +7,802 | New |
| Chatham Capital Group, Inc. | 7,781 | $676.0K | 0.16% | −225−2.8% | Reduced |
| Marietta Investment Partners LLC | 7,780 | $675.9K | 0.19% | −10,888−58.3% | Reduced |
| RMR Wealth Builders | 7,761 | $674.3K | 0.15% | +624+8.7% | Added |
| Tectonic Advisors LLC | 7,753 | $673.6K | 0.10% | −1,942−20.0% | Reduced |
| Boston Common Asset Management, LLC | 7,735 | $672.0K | 0.03% | +99+1.3% | Added |
| Patten Group, Inc. | 7,732 | $671.8K | 0.21% | −5,780−42.8% | Reduced |
| Colony Family Offices, LLC | 7,726 | $671.2K | 0.28% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,726 | $671.0K | 0.59% | −601−7.2% | Reduced |
| Delaney Dennis R | 7,705 | $669.4K | 0.60% | −10,186−56.9% | Reduced |
| Marino, Stram & Associates LLC | 7,675 | $666.8K | 0.21% | −218−2.8% | Reduced |
| Baldwin Investment Management, LLC | 7,671 | $666.5K | 0.12% | +925+13.7% | Added |
| PFG Advisors | 7,664 | $665.8K | 0.07% | +553+7.8% | Added |
| Proffitt & Goodson Inc | 7,659 | $665.4K | 0.14% | −45−0.6% | Reduced |
| Milestone Asset Management, LLC | 6,277 | $663.4K | 0.39% | +6,277 | New |
| Fortitude Advisory Group L.L.C. | 7,620 | $662.0K | 0.58% | +1,230+19.2% | Added |
| Ipswich Investment Management Co., Inc. | 7,616 | $661.7K | 0.19% | −296−3.7% | Reduced |
| Parisi Gray Wealth Management | 7,608 | $661.0K | 0.33% | −37−0.5% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,608 | $661.0K | 0.33% | −49−0.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 7,600 | $660.0K | 0.10% | +3,388+80.4% | Added |
| Clarity Wealth Advisors, LLC | 7,585 | $659.0K | 0.38% | +273+3.7% | Added |
| Greenfield Savings Bank | 7,550 | $655.9K | 0.43% | −220−2.8% | Reduced |
| Sonnipe Ltd | 7,514 | $652.8K | 0.12% | +7,514 | New |
| Dohj, LLC | 7,511 | $652.6K | 0.37% | +91+1.2% | Added |
| Whitener Capital Management, Inc. | 7,510 | $652.5K | 0.29% | −3,188−29.8% | Reduced |
| BCGM Wealth Management, LLC | 7,510 | $652.5K | 0.32% | +225+3.1% | Added |
| Saybrook Capital | 7,506 | $652.0K | 0.22% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 7,498 | $651.4K | 0.31% | −3,373−31.0% | Reduced |
| Signature Wealth Management Partners, LLC | 7,496 | $651.3K | 0.64% | +197+2.7% | Added |
| Community Bank & Trust, Waco, Texas | 7,494 | $651.0K | 0.21% | −11,121−59.7% | Reduced |
| Secure Asset Management, LLC | 7,491 | $650.8K | 0.23% | +2,218+42.1% | Added |
| Tiedemann Advisors, LLC | 7,483 | $650.1K | 0.03% | +465+6.6% | Added |
| Missouri Trust & Investment Co | 7,486 | $650.0K | 0.39% | −1,390−15.7% | Reduced |
| Arnhold LLC | 7,464 | $648.5K | 0.08% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 7,457 | $647.8K | 0.14% | +204+2.8% | Added |
| Soltis Investment Advisors LLC | 7,448 | $647.1K | 0.09% | +61+0.8% | Added |
| Sweet Financial Partners, LLC | 7,436 | $646.0K | 0.19% | +2,174+41.3% | Added |
| Goldstein Advisors, LLC | 7,421 | $645.0K | 0.16% | +7,421 | New |
| Credential Qtrade Securities Inc. | 7,422 | $644.8K | 0.05% | +7,400+33,636.4% | Added |
| BCJ Capital Management, LLC | 7,403 | $643.2K | 0.06% | −508−6.4% | Reduced |
| American Financial Advisors, LLC | 7,384 | $641.5K | 0.11% | +239+3.3% | Added |
| American Money Management, LLC | 7,384 | $641.5K | 0.18% | −356−4.6% | Reduced |
| 9258 Wealth Management, LLC | 7,354 | $638.9K | 0.14% | −1,037−12.4% | Reduced |
| Manhattan West Asset Management, LLC | 7,335 | $637.3K | 0.33% | −1,354−15.6% | Reduced |
| LaFleur & Godfrey LLC | 7,324 | $636.3K | 0.11% | −1,220−14.3% | Reduced |
| Holderness Investments Co | 7,311 | $635.2K | 0.27% | −1,065−12.7% | Reduced |
| StrategIQ Financial Group, LLC | 7,309 | $635.0K | 0.07% | −280−3.7% | Reduced |
| Fairfield, Bush & Co. | 7,289 | $633.3K | 0.42% | −170−2.3% | Reduced |
| FirstPurpose Wealth LLC | 7,286 | $633.0K | 0.35% | +26+0.4% | Added |
| Landaas & Co | 7,270 | $632.0K | 0.35% | +255+3.6% | Added |
| Stockman Wealth Management, Inc. | 7,269 | $631.5K | 0.15% | −522−6.7% | Reduced |
| Financial Management Network Inc | 6,862 | $631.2K | 0.28% | −468−6.4% | Reduced |
| Ardsley Advisory Partners LP | 7,250 | $630.8K | 0.16% | −15,800−68.5% | Reduced |
| Dearborn Partners LLC | 7,260 | $630.7K | 0.03% | −1,524−17.3% | Reduced |
| Bray Capital Advisors | 7,253 | $630.1K | 0.20% | −7,585−51.1% | Reduced |
| Live Oak Investment Partners | – | $629.0K | 0.58% | – | New |
| Arthur M. Cohen & Associates, LLC | 7,202 | $625.7K | 0.17% | +50+0.7% | Added |
| FLC Capital Advisors | 7,198 | $625.4K | 0.19% | −2,679−27.1% | Reduced |
| XR Securities LLC | 7,196 | $625.2K | 0.74% | −779−9.8% | Reduced |
| First Community Trust NA | 7,193 | $625.0K | 0.73% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 7,191 | $624.8K | 0.49% | −424−5.6% | Reduced |
| Hall Private Wealth Advisors | 7,185 | $624.2K | 0.35% | −250−3.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 7,173 | $623.2K | 0.10% | +7,173 | New |
| Laffer Tengler Investments | 7,164 | $622.4K | 0.18% | −247−3.3% | Reduced |
| Bridgeworth, LLC | 7,152 | $621.4K | 0.10% | +33+0.5% | Added |
| Integrated Investment Consultants, LLC | 7,151 | $621.3K | 0.21% | −52−0.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,143 | $621.0K | 0.22% | −152−2.1% | Reduced |
| Simon Quick Advisors, LLC | 7,141 | $620.4K | 0.07% | −147−2.0% | Reduced |
| WealthPlan Investment Management, LLC | 5,757 | $619.8K | 0.04% | +841+17.1% | Added |
| WealthPLAN Partners, LLC | 5,757 | $619.8K | 0.04% | +5,757 | New |
| St. Johns Investment Management Company, LLC | 7,134 | $619.8K | 0.37% | +197+2.8% | Added |
| Onyx Bridge Wealth Group LLC | 6,587 | $618.6K | 0.25% | +2,029+44.5% | Added |
| Pine Haven Investment Counsel, Inc | 7,103 | $617.1K | 0.68% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 7,105 | $617.0K | 0.59% | +413+6.2% | Added |
| Legacy Bridge, LLC | 7,096 | $616.5K | 0.44% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 7,078 | $615.0K | 0.29% | +126+1.8% | Added |
| Peterson Financial Group, Inc. | 7,052 | $612.8K | 0.81% | −3,929−35.8% | Reduced |
| WealthTrust Axiom LLC | 7,051 | $612.6K | 0.21% | −500−6.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 7,042 | $611.8K | 0.05% | +374+5.6% | Added |
| Roman Butler Fullerton & Co | 6,123 | $611.7K | 0.32% | −1,431−18.9% | Reduced |
| AM Squared Ltd | 7,000 | $608.2K | 0.40% | +7,000 | New |
| Weaver Consulting Group | 6,959 | $604.6K | 0.31% | −935−11.8% | Reduced |
| SkyOak Wealth, LLC | 6,924 | $601.6K | 0.20% | +521+8.1% | Added |