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 |
|---|---|---|---|---|---|
| Lake Street Financial LLC | 6,920 | $601.2K | 0.12% | −2,911−29.6% | Reduced |
| ProVise Management Group, LLC | 6,909 | $600.3K | 0.06% | +190+2.8% | Added |
| Castle Rock Wealth Management, LLC | 5,464 | $599.8K | 0.27% | −263−4.6% | Reduced |
| Peoples Financial Services Corp. | 6,886 | $598.3K | 0.28% | −100−1.4% | Reduced |
| King Wealth | 6,870 | $597.0K | 0.14% | −1,347−16.4% | Reduced |
| Equitable Trust Co | 6,836 | $593.9K | 0.05% | −1,601−19.0% | Reduced |
| PBMares Wealth Management LLC | 6,830 | $593.4K | 0.24% | −776−10.2% | Reduced |
| Citizens & Northern Corp | 6,810 | $591.7K | 0.24% | +77+1.1% | Added |
| Hendley & Co Inc | 6,797 | $591.0K | 0.26% | −50−0.7% | Reduced |
| Comerica Securities,inc. | 6,785 | $589.5K | 0.04% | −6,165−47.6% | Reduced |
| First Heartland Consultants, Inc. | 6,779 | $589.0K | 0.09% | −8−0.1% | Reduced |
| Hardy Reed LLC | 6,776 | $588.7K | 0.11% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 6,744 | $585.9K | 0.05% | −881−11.6% | Reduced |
| Hollencrest Capital Management | 6,744 | $585.9K | 0.07% | −498−6.9% | Reduced |
| Compton Capital Management Inc | 6,732 | $585.0K | 0.42% | −999−12.9% | Reduced |
| Amplius Wealth Advisors, LLC | 6,726 | $584.4K | 0.09% | +230+3.5% | Added |
| Hexagon Capital Partners LLC | 6,723 | $584.1K | 0.17% | −1,155−14.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,715 | $583.4K | 0.28% | +469+7.5% | Added |
| Verdence Capital Advisors LLC | 6,713 | $583.2K | 0.07% | −564−7.8% | Reduced |
| Cribstone Capital Management, LLC | 6,694 | $581.6K | 0.34% | +1,721+34.6% | Added |
| GW Henssler & Associates Ltd | 6,692 | $581.4K | 0.04% | −1,428−17.6% | Reduced |
| Echo Street Capital Management LLC | 6,689 | $581.1K | 0.01% | −2,523−27.4% | Reduced |
| Rosenbaum Jay D. | 6,682 | $580.5K | 1.25% | +548+8.9% | Added |
| Forza Wealth Management, LLC | 6,674 | $579.8K | 0.38% | +6,674 | New |
| LeJeune Puetz Investment Counsel LLC | 6,631 | $576.1K | 0.22% | +125+1.9% | Added |
| Vicus Capital | 6,629 | $575.9K | 0.07% | −1,185−15.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 6,619 | $575.0K | 0.41% | −345−5.0% | Reduced |
| Formidable Asset Management, LLC | 6,616 | $575.0K | 0.13% | −242−3.5% | Reduced |
| Prosperity Consulting Group, LLC | 6,588 | $572.4K | 0.38% | +111+1.7% | Added |
| Optas, LLC | 6,588 | $572.4K | 0.24% | −1,072−14.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 6,588 | $572.4K | 0.41% | −795−10.8% | Reduced |
| Cape Ann Savings Bank | 6,581 | $571.8K | 0.42% | −58−0.9% | Reduced |
| Alps Advisors Inc | 6,577 | $571.4K | 0.01% | −518−7.3% | Reduced |
| Sheets Smith Wealth Management | 6,564 | $570.3K | 0.09% | −226−3.3% | Reduced |
| Harvest Volatility Management LLC | 6,564 | $570.3K | 0.12% | −1,312−16.7% | Reduced |
| Barton Investment Management | 6,554 | $569.4K | 0.11% | +675+11.5% | Added |
| Independent Solutions Wealth Management, LLC | 6,547 | $568.8K | 0.17% | −1,476−18.4% | Reduced |
| Oxford Financial Group Ltd | 6,535 | $567.8K | 0.07% | +1,780+37.4% | Added |
| Jarislowsky, Fraser Ltd | 6,530 | $567.3K | 0.00% | −74−1.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,519 | $566.4K | 0.25% | −941−12.6% | Reduced |
| Ledyard National Bank | 6,504 | $565.1K | 0.07% | −618−8.7% | Reduced |
| KG&L Capital Management,LLC | 6,497 | $564.5K | 0.33% | −1,361−17.3% | Reduced |
| Excalibur Management Corp | 6,496 | $564.4K | 0.29% | −1,645−20.2% | Reduced |
| Cornerstone National Bank & Trust Co | 6,491 | $563.9K | 0.31% | +43+0.7% | Added |
| Vanguard Capital Wealth Advisors | 6,484 | $563.3K | 0.65% | −1,509−18.9% | Reduced |
| LGL Partners, LLC | 6,477 | $562.7K | 0.10% | −877−11.9% | Reduced |
| Morton Capital Management LLC | 6,471 | $562.2K | 0.22% | +235+3.8% | Added |
| Plante Moran Financial Advisors, LLC | 6,463 | $561.5K | 0.08% | −352−5.2% | Reduced |
| Financial Partners Capital Management LLC | 6,456 | $560.9K | 0.12% | −1,082−14.4% | Reduced |
| Ellevest, Inc. | 6,447 | $560.1K | 0.05% | −1,328−17.1% | Reduced |
| SG Americas Securities, LLC | 6,451 | $560.0K | 0.01% | −140,127−95.6% | Reduced |
| Hemington Wealth Management | 6,448 | $560.0K | 0.24% | −689−9.7% | Reduced |
| Beirne Wealth Consulting Services, LLC | 10,347 | $559.3K | 0.28% | +10,347 | New |
| Twin Lakes Capital Management, LLC | 6,435 | $559.1K | 0.43% | −2,921−31.2% | Reduced |
| Gleason Group, Inc. | 6,428 | $558.4K | 0.18% | −1,821−22.1% | Reduced |
| Berkeley Capital Partners, LLC | 6,421 | $557.9K | 0.22% | +291+4.7% | Added |
| SNS Financial Group, LLC | 6,420 | $557.8K | 0.08% | −273−4.1% | Reduced |
| Accretive Wealth Partners, LLC | 6,416 | $557.5K | 0.38% | +211+3.4% | Added |
| Davis Investment Partners, LLC | 5,170 | $556.9K | 0.28% | +5,170 | New |
| Eclectic Associates Inc | 6,408 | $556.7K | 0.27% | +688+12.0% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 6,406 | $556.6K | 0.53% | +6,406 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 6,388 | $555.0K | 0.41% | −1,840−22.4% | Reduced |
| Summit Financial Strategies, Inc. | 6,380 | $554.3K | 0.12% | +41+0.6% | Added |
| NCM Capital Management, LLC | 6,357 | $552.0K | 0.36% | +1,647+35.0% | Added |
| Hohimer Wealth Management, LLC | 6,344 | $551.2K | 0.18% | +6,344 | New |
| Smallwood Wealth Investment Management, LLC | 6,343 | $551.1K | 0.47% | −23−0.4% | Reduced |
| Breakwater Capital Group | 6,336 | $550.5K | 0.29% | +6,336 | New |
| Viewpoint Capital Management LLC | 6,334 | $550.3K | 0.53% | +250+4.1% | Added |
| Avenir Corp | 6,320 | $549.1K | 0.06% | −57−0.9% | Reduced |
| Pacific Sun Financial Corp | 6,317 | $548.8K | 0.39% | +297+4.9% | Added |
| Diversified, LLC | 6,300 | $547.4K | 0.22% | +1,631+34.9% | Added |
| Retirement Planning Co of New England, Inc. | 6,286 | $546.1K | 0.36% | −412−6.2% | Reduced |
| S.E.E.D. Planning Group LLC | 6,273 | $545.0K | 0.24% | +6,273 | New |
| Trustcore Financial Services, LLC | 6,253 | $543.3K | 0.05% | −1,099−14.9% | Reduced |
| Intrua Financial, LLC | 5,474 | $542.4K | 0.13% | −855−13.5% | Reduced |
| Curi Capital | 6,242 | $542.3K | 0.08% | −782−11.1% | Reduced |
| Keeley-Teton Advisors, LLC | 6,216 | $540.1K | 0.07% | 00.0% | Unchanged |
| Navalign, LLC | 6,204 | $539.0K | 0.22% | −1,641−20.9% | Reduced |
| Delta Investment Management, LLC | 6,194 | $538.1K | 0.17% | +195+3.3% | Added |
| Detalus Advisors, LLC | 6,189 | $537.7K | 0.26% | −643−9.4% | Reduced |
| Pittenger & Anderson Inc | 6,186 | $537.4K | 0.03% | −217−3.4% | Reduced |
| First Pacific Financial | 6,179 | $536.8K | 0.26% | +338+5.8% | Added |
| Beaumont Asset Management, L.L.C. | 6,178 | $536.7K | 0.39% | +6,178 | New |
| Blue Edge Capital, LLC | 6,170 | $536.1K | 0.12% | −12,647−67.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 6,159 | $535.1K | 0.07% | −379−5.8% | Reduced |
| WNY Asset Management, LLC | 6,158 | $535.0K | 0.14% | −759−11.0% | Reduced |
| Hall Capital Management Co Inc | 6,150 | $534.3K | 0.32% | −3,613−37.0% | Reduced |
| Crawford Investment Counsel Inc | 6,144 | $533.8K | 0.01% | −3,745−37.9% | Reduced |
| Aire Advisors, LLC | 6,137 | $533.2K | 0.16% | −242−3.8% | Reduced |
| Phocas Financial Corp. | 6,132 | $532.7K | 0.08% | −895−12.7% | Reduced |
| Stansberry Asset Management, LLC | 6,129 | $532.5K | 0.11% | −116,883−95.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,121 | $532.0K | 0.27% | −115−1.8% | Reduced |
| Monograph Wealth Advisors, LLC | 6,123 | $532.0K | 0.14% | +1,944+46.5% | Added |
| Cavalier Investments, LLC | 6,103 | $530.2K | 0.19% | −392−6.0% | Reduced |
| Harvey Investment Co LLC | 6,088 | $529.0K | 0.07% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 6,088 | $528.9K | 0.06% | +30+0.5% | Added |
| KRS Capital Management, LLC | 6,086 | $528.8K | 0.72% | +215+3.7% | Added |
| Alhambra Investment Partners LLC | 6,041 | $524.8K | 0.38% | +170+2.9% | Added |
| Spinnaker Investment Group, LLC | 6,035 | $524.4K | 0.19% | +652+12.1% | Added |
| Altus Wealth Group LLC | 6,024 | $523.3K | 0.40% | +456+8.2% | Added |