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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 4,529 | $393.5K | 0.15% | +4,529 | New |
| EPG Wealth Management LLC | 4,523 | $393.0K | 0.15% | −15,693−77.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 4,519 | $392.6K | 0.22% | −245−5.1% | Reduced |
| Hall Kathryn A. | 4,504 | $391.3K | 0.16% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,499 | $390.9K | 0.11% | −494−9.9% | Reduced |
| Core Alternative Capital | 4,492 | $390.3K | 0.05% | −4,052−47.4% | Reduced |
| Integral Investment Advisors, Inc. | 4,488 | $389.9K | 0.30% | +4,488 | New |
| Cannon Financial Strategists, Inc. | 4,487 | $389.8K | 0.14% | +24+0.5% | Added |
| Wealth Dimensions Group, Ltd. | 4,484 | $389.6K | 0.16% | −552−11.0% | Reduced |
| Farmers Trust Co | 4,480 | $389.0K | 0.09% | −840−15.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,133 | $388.1K | 0.20% | −403−8.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,463 | $387.7K | 0.04% | +4,463 | New |
| Cidel Asset Management Inc | 4,461 | $387.6K | 0.02% | −157,792−97.3% | Reduced |
| Center for Financial Planning, Inc. | 4,458 | $387.3K | 0.09% | −700−13.6% | Reduced |
| Revolve Wealth Partners, LLC | 4,456 | $387.1K | 0.11% | −876−16.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,912 | $387.0K | 0.22% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 4,447 | $386.4K | 0.10% | −215−4.6% | Reduced |
| Fairview Capital Investment Management, LLC | 4,444 | $386.2K | 0.03% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 4,434 | $385.2K | 0.27% | +1,750+65.2% | Added |
| Personal Cfo Solutions, LLC | 4,430 | $385.2K | 0.08% | +910+25.9% | Added |
| Augustine Asset Management Inc | 4,432 | $385.1K | 0.21% | +4,432 | New |
| Klingman & Associates, LLC | 4,427 | $384.6K | 0.03% | −499−10.1% | Reduced |
| Patriot Investment Management Inc. | 3,505 | $383.9K | 0.03% | −348−9.0% | Reduced |
| First National Bank | 4,412 | $383.3K | 0.32% | −235−5.1% | Reduced |
| Beacon Financial Advisory LLC | 4,408 | $383.0K | 0.27% | −452−9.3% | Reduced |
| First Bank & Trust | 4,396 | $382.0K | 0.11% | +107+2.5% | Added |
| Bickling Financial Services, Inc. | 4,394 | $381.8K | 0.24% | +413+10.4% | Added |
| Reik & Co., LLC | 4,382 | $381.0K | 0.11% | −1,513−25.7% | Reduced |
| Kathleen S. Wright Associates Inc. | 4,380 | $381.0K | 0.26% | −320−6.8% | Reduced |
| Childress Capital Advisors, LLC | 4,384 | $380.9K | 0.13% | −1,912−30.4% | Reduced |
| Royal Fund Management, LLC | 4,380 | $380.5K | 0.06% | +52+1.2% | Added |
| Wambolt & Associates, LLC | 4,370 | $379.7K | 0.15% | −1,007−18.7% | Reduced |
| Basso Capital Management, L.P. | 4,370 | $379.7K | 0.41% | +4,370 | New |
| Pacific Sage Partners, LLC | 4,367 | $379.4K | 0.13% | +4,367 | New |
| Crew Capital Management, Ltd. | 4,363 | $379.1K | 0.54% | −2,675−38.0% | Reduced |
| Platte River Wealth Advisors, LLC | 4,358 | $378.6K | 0.16% | −220−4.8% | Reduced |
| Corrigan Financial, Inc. | 4,356 | $378.5K | 0.14% | −658−13.1% | Reduced |
| Advocate Group LLC | 4,341 | $377.1K | 0.08% | −2,143−33.1% | Reduced |
| IFG Advisors, LLC | 4,329 | $376.1K | 0.16% | −65−1.5% | Reduced |
| McDaniel Terry & Co | 4,327 | $376.0K | 0.04% | −1,106−20.4% | Reduced |
| Headinvest, LLC | 4,327 | $375.9K | 0.08% | +1,290+42.5% | Added |
| Enterprise Financial Services Corp | 4,314 | $374.8K | 0.26% | −236−5.2% | Reduced |
| Jump Financial, LLC | 4,310 | $374.5K | 0.02% | +1,315+43.9% | Added |
| Wittenberg Investment Management, Inc. | 4,303 | $373.8K | 0.15% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,293 | $373.0K | 0.03% | +4,293 | New |
| Laraway Financial Inc | 4,278 | $371.7K | 0.39% | −152−3.4% | Reduced |
| Cable Hill Partners, LLC | 4,278 | $371.6K | 0.07% | −1,993−31.8% | Reduced |
| Palisade Asset Management, LLC | 4,276 | $371.5K | 0.04% | +69+1.6% | Added |
| Orca Investment Management, LLC | 4,271 | $371.1K | 0.47% | −37−0.9% | Reduced |
| Cedrus LLC | 4,255 | $369.7K | 0.30% | −143−3.3% | Reduced |
| AlphaStar Capital Management, LLC | 4,235 | $368.0K | 0.04% | −295−6.5% | Reduced |
| Fairfield Financial Advisors, LTD | 4,234 | $367.8K | 0.17% | −1,921−31.2% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 4,222 | $366.8K | 0.35% | −700−14.2% | Reduced |
| Elevated Capital Advisors, LLC | 4,221 | $366.8K | 0.14% | +4,221 | New |
| Pacer Advisors, Inc. | 4,210 | $365.8K | 0.00% | +492+13.2% | Added |
| Jaffetilchin Investment Partners, LLC | 4,209 | $365.7K | 0.04% | −916−17.9% | Reduced |
| QP Wealth Management, LLC | 4,206 | $365.4K | 0.57% | −3,220−43.4% | Reduced |
| Source Financial Advisors LLC | 4,202 | $365.1K | 0.14% | −462−9.9% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 4,200 | $364.9K | 1.19% | +4,200 | New |
| Safeguard Investment Advisory Group, LLC | 4,200 | $364.9K | 0.22% | +4+0.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 4,186 | $363.0K | 0.31% | +277+7.1% | Added |
| First National Bank of Hutchinson | 4,172 | $362.5K | 0.31% | −601−12.6% | Reduced |
| Wallace Advisory Group, LLC | 4,168 | $362.1K | 0.29% | +4,168 | New |
| Tyler-Stone Wealth Management | 4,151 | $361.0K | 0.25% | −103−2.4% | Reduced |
| L2 Asset Management, LLC | 4,155 | $361.0K | 0.23% | +513+14.1% | Added |
| Wealth Management Associates, Inc. | 4,148 | $360.4K | 0.24% | +371+9.8% | Added |
| Allegheny Financial Group LTD | 4,136 | $359.3K | 0.15% | +10.0% | Added |
| Gryphon Financial Partners LLC | 4,135 | $359.3K | 0.09% | −1,147−21.7% | Reduced |
| Almanack Investment Partners, LLC. | 4,128 | $358.6K | 0.08% | −571−12.2% | Reduced |
| Ssi Investment Management LLC | 4,121 | $358.0K | 0.02% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,112 | $357.3K | 0.10% | −703−14.6% | Reduced |
| Atom Investors LP | 4,111 | $357.2K | 0.18% | −49,106−92.3% | Reduced |
| Deseret Mutual Benefit Administrators | 4,100 | $356.2K | 0.15% | −2,837−40.9% | Reduced |
| Fortis Advisors, LLC | 4,100 | $356.2K | 0.27% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,098 | $356.0K | 0.21% | −242−5.6% | Reduced |
| Centerpoint Advisors, LLC | 4,101 | $356.0K | 0.17% | +200+5.1% | Added |
| Inceptionr LLC | 4,090 | $355.3K | 0.19% | +4,090 | New |
| Aufman Associates Inc | 4,086 | $354.9K | 0.33% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 4,080 | $354.5K | 0.04% | −1,028−20.1% | Reduced |
| DF Dent & Co Inc | 4,077 | $354.2K | 0.01% | −1,989−32.8% | Reduced |
| Magnolia Capital Advisors LLC | 4,070 | $354.0K | 0.24% | +151+3.9% | Added |
| Charter Oak Capital Management, LLC | 4,071 | $353.7K | 0.05% | −194−4.5% | Reduced |
| Sonata Capital Group Inc | 4,060 | $353.0K | 0.20% | +1,000+32.7% | Added |
| Parkside Advisors LLC | 4,061 | $352.8K | 0.12% | +476+13.3% | Added |
| KC Investment Advisors, LLC | 4,050 | $352.0K | 0.33% | −741−15.5% | Reduced |
| Prentice Wealth Management LLC | 4,048 | $351.7K | 0.18% | +99+2.5% | Added |
| Sutton Wealth Advisors Inc. | 4,042 | $351.2K | 0.13% | −81−2.0% | Reduced |
| Hutchinson Capital Management | 4,029 | $350.0K | 0.09% | −15−0.4% | Reduced |
| SP Asset Management LLC | 4,022 | $349.5K | 0.05% | +4,022 | New |
| E&G Advisors, LP | 4,021 | $349.4K | 0.13% | −45−1.1% | Reduced |
| FNY Investment Advisers, LLC | 4,027 | $349.0K | 0.49% | +4,027 | New |
| Fiera Capital Corp | 4,013 | $348.6K | 0.00% | −2,262−36.0% | Reduced |
| Register Financial Advisors LLC | 4,008 | $348.2K | 0.22% | +4,008 | New |
| Professional Advisory Services Inc | 4,005 | $348.0K | 0.06% | 00.0% | Unchanged |
| Triumph Capital Management | 4,000 | $347.5K | 0.19% | +926+30.1% | Added |
| XY Capital Ltd | 4,000 | $347.5K | 0.28% | +4,000 | New |
| Cora Capital Advisors LLC | 3,988 | $346.4K | 0.24% | +3,988 | New |
| Chelsea Counsel Co | 3,987 | $346.4K | 0.17% | +10+0.3% | Added |
| Guardian Investment Management | 3,975 | $345.3K | 0.33% | −625−13.6% | Reduced |
| Johnson Financial Group, Inc. | 3,974 | $345.3K | 0.03% | −1,592−28.6% | Reduced |