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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Community Bank of Raymore | 5,197 | $451.5K | 0.17% | +2,000+62.6% | Added |
| ETF Managers Group, LLC | 5,184 | $450.4K | 0.02% | +188+3.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 5,177 | $450.0K | 0.15% | +5,177 | New |
| Burton Enright Welch | 5,165 | $448.7K | 0.19% | −121−2.3% | Reduced |
| Crescent Grove Advisors, LLC | 5,163 | $448.6K | 0.05% | −21−0.4% | Reduced |
| Resource Consulting Group Inc | 5,158 | $448.1K | 0.12% | −2,643−33.9% | Reduced |
| PSI Advisors, LLC | 5,155 | $447.8K | 0.24% | +139+2.8% | Added |
| First Personal Financial Services | 5,152 | $447.6K | 0.12% | −102−1.9% | Reduced |
| Ruffer LLP | 5,125 | $446.6K | 0.03% | −20,696−80.2% | Reduced |
| Apella Capital, LLC | 5,139 | $446.5K | 0.04% | +828+19.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,128 | $445.5K | 0.24% | −222−4.1% | Reduced |
| Mason & Associates Inc | 5,120 | $444.8K | 0.14% | +581+12.8% | Added |
| Shulman DeMeo Asset Management LLC | 5,111 | $444.1K | 0.15% | −550−9.7% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,108 | $443.8K | 0.14% | −169−3.2% | Reduced |
| Presilium Private Wealth, LLC | 5,099 | $443.0K | 0.19% | +5,099 | New |
| Twelve Points Wealth Management LLC | 5,070 | $440.5K | 0.30% | +124+2.5% | Added |
| Schrum Private Wealth Management LLC | 5,066 | $440.1K | 0.52% | −222−4.2% | Reduced |
| UMA Financial Services, Inc. | 4,149 | $439.8K | 0.12% | +195+4.9% | Added |
| Coastwise Capital Group, LLC | 5,056 | $439.3K | 0.52% | +847+20.1% | Added |
| WP Advisors, LLC | 5,055 | $439.2K | 0.20% | −2,872−36.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 5,054 | $439.1K | 0.13% | −646−11.3% | Reduced |
| Waypoint Capital Advisors, LLC | 5,051 | $438.8K | 0.15% | +16+0.3% | Added |
| Parkside Financial Bank & Trust | 5,050 | $438.7K | 0.13% | −1,365−21.3% | Reduced |
| Plancorp, LLC | 5,032 | $437.2K | 0.03% | −624−11.0% | Reduced |
| Linscomb & Williams, Inc. | 5,020 | $436.1K | 0.02% | +1,942+63.1% | Added |
| LifeSteps Financial, Inc. | 5,015 | $435.7K | 0.45% | −68−1.3% | Reduced |
| My Personal CFO, LLC | 491 | $434.9K | 0.43% | −2−0.4% | Reduced |
| Mainsail Financial Group, LLC | 4,378 | $434.7K | 0.44% | +4,378 | New |
| Resonant Capital Advisors, LLC | 5,002 | $434.6K | 0.05% | −14,944−74.9% | Reduced |
| Polaris Wealth Advisory Group, LLC | 4,511 | $434.5K | 0.03% | +100+2.3% | Added |
| Cornerstone Wealth Group, LLC | 5,001 | $434.5K | 0.08% | −632−11.2% | Reduced |
| Strait & Sound Wealth Management LLC | 4,348 | $434.4K | 0.47% | +4,348 | New |
| Financial Insights, Inc. | 4,999 | $434.3K | 0.21% | +1,115+28.7% | Added |
| Kades & Cheifetz LLC | 4,987 | $433.2K | 0.36% | +4,987 | New |
| Salomon & Ludwin, LLC | 4,985 | $433.1K | 0.05% | +2,192+78.5% | Added |
| Hoese & Co LLP | 4,423 | $433.0K | 0.46% | −14−0.3% | Reduced |
| Ridgewood Investments LLC | 4,978 | $432.5K | 0.31% | +4,978 | New |
| Northside Capital Management, LLC | 4,973 | $432.1K | 0.13% | +455+10.1% | Added |
| Security Financial Services, INC. | 4,934 | $428.7K | 0.13% | +784+18.9% | Added |
| Watchman Group, Inc. | 4,920 | $427.4K | 0.24% | −16,542−77.1% | Reduced |
| 1620 Investment Advisors, Inc. | 4,915 | $427.0K | 0.52% | +425+9.5% | Added |
| Amica Retiree Medical Trust | 4,916 | $427.0K | 0.55% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 3,935 | $426.9K | 0.28% | +35+0.9% | Added |
| Meritas Wealth Management, LLC | 4,910 | $426.6K | 0.35% | +4,910 | New |
| Sigma Investment Counselors Inc | 4,909 | $426.5K | 0.04% | +160+3.4% | Added |
| Alta Advisers Ltd | 4,900 | $426.0K | 0.26% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,899 | $425.6K | 0.10% | +50+1.0% | Added |
| Epic Trust Investment Advisors, LLC | 4,894 | $425.0K | 0.64% | −999−17.0% | Reduced |
| Wealth Effects LLC | 4,872 | $423.2K | 0.24% | −2,359−32.6% | Reduced |
| Manchester Financial Inc | 4,868 | $422.9K | 0.11% | +105+2.2% | Added |
| KCS Wealth Advisory | 4,860 | $422.2K | 0.18% | −96−1.9% | Reduced |
| High Net Worth Advisory Group LLC | 4,857 | $422.0K | 0.16% | +41+0.9% | Added |
| RFP Financial Group LLC | 4,850 | $421.4K | 0.19% | +4,850 | New |
| Sloy Dahl & Holst, LLC | 4,836 | $420.2K | 0.15% | −384−7.4% | Reduced |
| Enzi Wealth | 3,944 | $418.1K | 0.20% | +25+0.6% | Added |
| South Street Advisors LLC | 4,810 | $417.9K | 0.09% | +100+2.1% | Added |
| Burt Wealth Advisors | 4,801 | $417.1K | 0.14% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 4,800 | $417.0K | 0.17% | +4,800 | New |
| RiverFront Investment Group, LLC | 4,800 | $417.0K | 0.09% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 4,800 | $417.0K | 0.31% | +425+9.7% | Added |
| MTM Investment Management, LLC | 4,795 | $416.6K | 0.22% | −33−0.7% | Reduced |
| Prosperity Wealth Management, Inc. | 4,775 | $414.9K | 0.41% | +4,775 | New |
| Heron Bay Capital Management | 4,750 | $412.7K | 0.26% | +438+10.2% | Added |
| Systematic Alpha Investments, LLC | 4,731 | $411.0K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,720 | $410.1K | 0.20% | −101−2.1% | Reduced |
| Empirical Asset Management, LLC | 7,052 | $409.1K | 0.43% | +7,052 | New |
| Mathes Company, Inc. | 4,705 | $409.0K | 0.21% | +195+4.3% | Added |
| Wealth Advisors of Iowa, LLC | 4,704 | $408.7K | 0.33% | −25−0.5% | Reduced |
| Retirement Income Solutions, Inc | 4,695 | $407.9K | 0.13% | +335+7.7% | Added |
| Wealthquest Corp | 4,694 | $407.8K | 0.05% | −359−7.1% | Reduced |
| Clean Yield Group | 4,694 | $407.8K | 0.18% | +279+6.3% | Added |
| Atticus Wealth Management, LLC | 4,691 | $407.6K | 0.17% | −1,337−22.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 4,674 | $406.0K | 0.42% | −183−3.8% | Reduced |
| Oxinas Partners Wealth Management LLC | 4,666 | $405.4K | 0.34% | −147−3.1% | Reduced |
| Rockingstone Advisors LLC | 4,662 | $405.0K | 0.30% | +4,662 | New |
| Hedges Asset Management LLC | 4,660 | $404.9K | 0.36% | +4,660 | New |
| Wealth Architects, LLC | 4,652 | $404.2K | 0.08% | −453−8.9% | Reduced |
| Abeille Asset Management SA | 265,567 | $403.2K | 0.02% | −928−0.3% | Reduced |
| Barber Financial Group, Inc. | 4,636 | $402.8K | 0.11% | +433+10.3% | Added |
| WC Walker & Associates, Inc. | 3,956 | $402.3K | 0.21% | +217+5.8% | Added |
| Foster & Motley Inc | 4,625 | $402.0K | 0.03% | −564−10.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,625 | $402.0K | 0.02% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 4,620 | $401.4K | 0.35% | −16−0.3% | Reduced |
| McAdam, LLC | 2,592 | $401.0K | 0.04% | −650−20.0% | Reduced |
| Carolinas Wealth Consulting LLC | 15,190 | $401.0K | 0.09% | −17−0.1% | Reduced |
| Encompass Wealth Advisors, LLC | 4,600 | $399.7K | 0.15% | +100+2.2% | Added |
| Little House Capital LLC | 4,600 | $399.6K | 0.20% | −24−0.5% | Reduced |
| Guyasuta Investment Advisors Inc | 4,596 | $399.3K | 0.03% | −62,814−93.2% | Reduced |
| Aspen Investment Management Inc | 4,598 | $399.0K | 0.26% | −574−11.1% | Reduced |
| MPS Loria Financial Planners, LLC | 4,585 | $398.4K | 0.18% | +25+0.5% | Added |
| Garner Asset Management Corp | 4,586 | $398.0K | 0.20% | −40−0.9% | Reduced |
| Taylor Hoffman Wealth Management | 4,581 | $398.0K | 0.24% | −5,626−55.1% | Reduced |
| FinTrust Capital Advisors, LLC | 4,578 | $397.7K | 0.10% | −394−7.9% | Reduced |
| F/M Investments LLC | 4,577 | $397.7K | 0.48% | +4,577 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,559 | $396.1K | 0.00% | −233−4.9% | Reduced |
| Ironwood Financial, llc | 4,545 | $394.9K | 0.12% | +15+0.3% | Added |
| Wealth Quarterback LLC | 4,537 | $394.2K | 0.33% | −236−4.9% | Reduced |
| Bank Hapoalim BM | 4,533 | $394.0K | 0.05% | −13,171−74.4% | Reduced |
| Kingfisher Capital LLC | 4,537 | $394.0K | 0.10% | −3,103−40.6% | Reduced |
| Paragon Capital Management Ltd | 4,534 | $394.0K | 0.10% | +228+5.3% | Added |