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 |
|---|---|---|---|---|---|
| Gillespie Robinson & Grimm Inc | 6,017 | $523.0K | 0.05% | −283,649−97.9% | Reduced |
| Private Capital Management, LLC | 6,006 | $521.8K | 0.07% | +3,131+108.9% | Added |
| Regents of the University of California | 6,000 | $521.3K | 0.10% | 00.0% | Unchanged |
| Veracity Capital LLC | 5,992 | $520.5K | 0.25% | −754−11.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,983 | $519.8K | 0.51% | −1,868−23.8% | Reduced |
| Wealth Advisory Solutions, LLC | 5,981 | $519.6K | 0.14% | +94+1.6% | Added |
| Baystate Wealth Management LLC | 5,978 | $519.0K | 0.05% | +216+3.7% | Added |
| Carson Advisory Inc. | 5,963 | $518.0K | 0.50% | +894+17.6% | Added |
| Foster Group, Inc. | 5,956 | $517.4K | 0.04% | +228+4.0% | Added |
| Strategic Investment Advisors | 5,955 | $517.4K | 0.11% | +3,705+164.7% | Added |
| Silver Oak Securities, Inc | 5,950 | $517.0K | 0.10% | +3,394+132.8% | Added |
| LCM Capital Management Inc | 5,945 | $516.5K | 0.50% | +341+6.1% | Added |
| Youngs Advisory Group, Inc. | 5,944 | $516.4K | 0.30% | +700+13.3% | Added |
| Glass Jacobson Investment Advisors llc | 5,930 | $515.2K | 0.26% | +5,930 | New |
| Old North State Trust, LLC | 5,929 | $515.0K | 0.34% | −288−4.6% | Reduced |
| Provident Investment Management, Inc. | 5,919 | $514.2K | 0.06% | −268,513−97.8% | Reduced |
| River Street Advisors LLC | 5,916 | $514.0K | 0.55% | +5,916 | New |
| Consilium Wealth Advisory, LLC | 5,898 | $512.4K | 0.44% | −2,610−30.7% | Reduced |
| Per Stirling Capital Management, LLC. | 5,867 | $509.7K | 0.09% | +5,867 | New |
| Drive Wealth Management, LLC | 5,864 | $509.5K | 0.25% | +1,361+30.2% | Added |
| Valmark Advisers, Inc. | 5,855 | $508.7K | 0.01% | +34+0.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 5,987 | $508.0K | 0.01% | −3,699−38.2% | Reduced |
| waypoint wealth counsel | 5,840 | $507.4K | 0.41% | +5,840 | New |
| Cedar Brook Financial Partners, LLC | 5,833 | $506.8K | 0.14% | +250+4.5% | Added |
| Armstrong Advisory Group, Inc | 5,831 | $506.6K | 0.07% | +5,831 | New |
| Greenup Street Wealth Management LLC | 5,823 | $505.9K | 0.21% | +412+7.6% | Added |
| TRUE Private Wealth Advisors | 5,822 | $505.8K | 0.08% | +119+2.1% | Added |
| Tiemann Investment Advisors, LLC | 5,817 | $505.4K | 0.30% | +915+18.7% | Added |
| Financial Perspectives, Inc | 5,817 | $505.4K | 0.26% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 5,813 | $505.0K | 0.13% | −328−5.3% | Reduced |
| Wilkins Investment Counsel Inc | 5,800 | $504.0K | 0.13% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 5,793 | $503.3K | 0.35% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 5,787 | $502.8K | 0.06% | −226,215−97.5% | Reduced |
| Palogic Value Management, L.P. | 5,775 | $501.7K | 0.26% | +5,775 | New |
| Avaii Wealth Management, LLC | 5,771 | $501.4K | 0.45% | +285+5.2% | Added |
| Global Financial Private Client, LLC | 5,768 | $501.1K | 0.28% | −4,848−45.7% | Reduced |
| Lifeworks Advisors, LLC | 5,756 | $500.1K | 0.28% | −1,350−19.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 5,756 | $500.0K | 0.12% | +5,756 | New |
| Global Strategic Investment Solutions, LLC | 5,737 | $498.5K | 0.03% | +617+12.1% | Added |
| InTrack Investment Management Inc | 5,720 | $497.0K | 0.50% | −1,660−22.5% | Reduced |
| Addison Advisors LLC | 5,714 | $496.4K | 0.30% | −430−7.0% | Reduced |
| Bluesphere Advisors, LLC | 5,687 | $494.1K | 0.44% | −2,273−28.6% | Reduced |
| Flynn Zito Capital Management, LLC | 5,687 | $494.1K | 0.41% | −247−4.2% | Reduced |
| Sun Life Financial INC | 5,634 | $492.2K | 0.04% | −284−4.8% | Reduced |
| Vivaldi Capital Management, LLC | 5,187 | $491.6K | 0.12% | −2,471−32.3% | Reduced |
| Ignite Planners, LLC | 4,483 | $491.1K | 0.21% | +4,483 | New |
| Slocum, Gordon & Co LLP | 5,637 | $489.8K | 0.32% | +5,637 | New |
| Centurion Wealth Management LLC | 5,630 | $489.1K | 0.28% | +5,630 | New |
| Sunflower Bank, N.A. | 5,629 | $489.0K | 0.11% | −755−11.8% | Reduced |
| Acorn Wealth Advisors, LLC | 5,630 | $489.0K | 0.37% | −24−0.4% | Reduced |
| Founders Capital Management | 5,616 | $488.0K | 0.37% | −15−0.3% | Reduced |
| LSV Asset Management | 5,600 | $487.0K | 0.00% | −5,000−47.2% | Reduced |
| Advisory Alpha, LLC | 5,594 | $486.0K | 0.03% | −151−2.6% | Reduced |
| Legacy Financial Advisors, Inc. | 5,594 | $486.0K | 0.10% | −1,879−25.1% | Reduced |
| Vigilare Wealth Management | 5,594 | $486.0K | 0.28% | −1,204−17.7% | Reduced |
| Argent Capital Management LLC | 5,585 | $485.2K | 0.02% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 5,565 | $483.4K | 0.12% | −25,958−82.3% | Reduced |
| Wealth Management Partners, LLC | 6,000 | $481.1K | 0.40% | 00.0% | Unchanged |
| Asset Management Corp | 5,525 | $480.0K | 0.40% | −1,643−22.9% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,507 | $478.4K | 0.14% | −110−2.0% | Reduced |
| Virtue Capital Management, LLC | 5,498 | $477.7K | 0.07% | −218−3.8% | Reduced |
| Aaron Wealth Advisors | 5,481 | $476.2K | 0.07% | +1,131+26.0% | Added |
| Paragon Private Wealth Management, LLC | 5,479 | $476.0K | 0.43% | −155−2.8% | Reduced |
| Athena Investment Management | 5,464 | $474.7K | 0.35% | −188−3.3% | Reduced |
| Beck Mack & Oliver LLC | 5,446 | $473.2K | 0.01% | −6,173−53.1% | Reduced |
| Mark Stevens | 5,444 | $473.0K | 0.06% | −2,454−31.1% | Reduced |
| Visionary Wealth Advisors | 5,434 | $472.0K | 0.04% | −602−10.0% | Reduced |
| EverSource Wealth Advisors, LLC | 5,428 | $471.6K | 0.07% | −821−13.1% | Reduced |
| AlphaCore Capital LLC | 5,424 | $471.3K | 0.18% | +1,156+27.1% | Added |
| TCI Wealth Advisors, Inc. | 5,415 | $470.5K | 0.07% | −57−1.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,413 | $470.3K | 0.01% | −1,547−22.2% | Reduced |
| GFG Capital, LLC | 5,402 | $469.3K | 0.11% | +2,336+76.2% | Added |
| Crescent Sterling, Ltd. | 5,402 | $469.3K | 0.50% | +5,402 | New |
| Boit C F David | 5,400 | $469.2K | 0.33% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 5,386 | $468.0K | 0.18% | +202+3.9% | Added |
| Maple Capital Management, Inc. | 5,376 | $467.0K | 0.06% | +120+2.3% | Added |
| Front Row Advisors LLC | 5,376 | $467.0K | 0.24% | −7,090−56.9% | Reduced |
| Neumann Capital Management, LLC | 5,364 | $466.0K | 0.22% | 00.0% | Unchanged |
| S. R. Schill & Associates | 5,355 | $465.3K | 0.23% | +1,027+23.7% | Added |
| Wedmont Private Capital | 4,945 | $464.4K | 0.07% | −5,890−54.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,344 | $464.3K | 0.10% | −31−0.6% | Reduced |
| Chimera Capital Management LLC | 5,344 | $464.3K | 0.13% | +5,344 | New |
| PDS Planning, Inc | 5,343 | $464.2K | 0.07% | −1,064−16.6% | Reduced |
| Conway Capital Management, Inc. | 5,317 | $461.9K | 0.47% | −4,053−43.3% | Reduced |
| Gladius Capital Management LP | 5,310 | $461.3K | 0.15% | −10,307−66.0% | Reduced |
| Latitude Advisors, LLC | 5,305 | $460.9K | 0.35% | −57−1.1% | Reduced |
| Pecaut & Co. | 5,298 | $460.3K | 0.22% | −20,965−79.8% | Reduced |
| 3Chopt Investment Partners, LLC | 5,298 | $460.3K | 0.25% | +5,298 | New |
| Venturi Wealth Management, LLC | 5,297 | $460.2K | 0.04% | −253−4.6% | Reduced |
| Crewe Advisors LLC | 5,290 | $459.6K | 0.07% | −1,845−25.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 5,287 | $459.3K | 0.34% | −770−12.7% | Reduced |
| New World Advisors LLC | 5,284 | $459.1K | 0.16% | +1,810+52.1% | Added |
| Avestar Capital, LLC | 5,256 | $456.6K | 0.10% | −1,561−22.9% | Reduced |
| Probity Advisors, Inc. | 5,247 | $455.9K | 0.10% | +655+14.3% | Added |
| United Bank | 5,242 | $455.4K | 0.06% | −3,692−41.3% | Reduced |
| Financial Advisory Corp | 5,228 | $454.0K | 0.23% | +2,110+67.7% | Added |
| Baron Wealth Management LLC | 5,219 | $453.4K | 0.35% | +5,219 | New |
| Ellis Investment Partners, LLC | 5,210 | $452.6K | 0.12% | −49−0.9% | Reduced |
| TCM Advisors, LLC | – | $451.8K | 0.47% | – | – |
| Monetary Management Group Inc | 5,200 | $451.8K | 0.14% | +600+13.0% | Added |