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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 3,970 | $344.9K | 0.04% | 00.0% | Unchanged |
| Marotta Asset Management | 3,970 | $344.9K | 0.08% | −82−2.0% | Reduced |
| Gradient Capital Advisors, LLC | 3,963 | $344.3K | 0.16% | −160−3.9% | Reduced |
| Summit Asset Management, LLC | 3,960 | $344.1K | 0.10% | −260−6.2% | Reduced |
| Global Assets Advisory, LLC | 3,956 | $343.7K | 0.36% | −1,072−21.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,938 | $342.1K | 0.04% | −690−14.9% | Reduced |
| Truvestments Capital LLC | 3,937 | $342.1K | 0.19% | −224−5.4% | Reduced |
| Rosenberg Matthew Hamilton | 3,936 | $342.0K | 0.12% | +110+2.9% | Added |
| Barrett & Company, Inc. | 3,934 | $341.8K | 0.23% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 3,933 | $341.7K | 0.06% | +1,447+58.2% | Added |
| Geller Advisors LLC | 3,931 | $341.5K | 0.06% | −2,487−38.8% | Reduced |
| LVW Advisors, LLC | 3,928 | $341.3K | 0.07% | −141−3.5% | Reduced |
| Sensible Money, LLC | 3,925 | $341.0K | 0.36% | +3,925 | New |
| MJP Associates Inc | 3,917 | $340.3K | 0.10% | −548−12.3% | Reduced |
| Paloma Partners Management Co | 3,909 | $339.6K | 0.07% | −39,169−90.9% | Reduced |
| BFSG, LLC | 3,900 | $339.0K | 0.07% | +292+8.1% | Added |
| Silvia McColl Wealth Management, LLC | 3,901 | $338.9K | 0.33% | +3,901 | New |
| Redwood Financial Network Corp | 3,887 | $337.7K | 0.38% | +146+3.9% | Added |
| Joule Financial, LLC | 3,881 | $337.2K | 0.22% | +3,881 | New |
| Caxton Associates LP | 3,860 | $335.4K | 0.02% | −4,489−53.8% | Reduced |
| RBA Wealth Management, LLC | 3,855 | $335.0K | 0.18% | −11−0.3% | Reduced |
| WealthBridge Capital Management, LLC | 3,855 | $334.9K | 0.14% | −303−7.3% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,843 | $333.9K | 0.27% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 3,828 | $332.5K | 0.04% | −61−1.6% | Reduced |
| BCK Capital Management LP | 3,826 | $332.4K | 0.34% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,925 | $331.1K | 0.16% | +2,925 | New |
| Greenwich Wealth Management LLC | 3,810 | $331.0K | 0.04% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 3,806 | $330.7K | 0.12% | −308−7.5% | Reduced |
| ASB Consultores, LLC | 3,805 | $330.6K | 0.14% | +7+0.2% | Added |
| Outlook Wealth Advisors, LLC | 3,804 | $330.5K | 0.16% | +3,804 | New |
| Paradigm Asset Management Co LLC | 3,800 | $330.1K | 0.09% | +3,800 | New |
| McClarren Financial Advisors, Inc. | 3,793 | $329.0K | 0.31% | +8+0.2% | Added |
| Innovis Asset Management LLC | 3,780 | $328.4K | 0.15% | +3,780 | New |
| Copperwynd Financial, LLC | 3,778 | $328.2K | 0.18% | −20,256−84.3% | Reduced |
| Intrepid Financial Planning Group LLC | 3,775 | $328.0K | 0.18% | −175−4.4% | Reduced |
| Truadvice, LLC | 3,281 | $327.8K | 0.17% | −30−0.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,782 | $327.0K | 0.01% | −107,678−96.6% | Reduced |
| Dentgroup LLC | 3,762 | $326.8K | 0.28% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 3,758 | $326.5K | 0.16% | +695+22.7% | Added |
| First National Bank of South Miami | 3,757 | $326.0K | 0.24% | −527−12.3% | Reduced |
| Abner Herrman & Brock LLC | 3,754 | $326.0K | 0.05% | −147−3.8% | Reduced |
| Somerset Trust Co | 3,755 | $326.0K | 0.14% | +149+4.1% | Added |
| Cutter & CO Brokerage, Inc. | 3,745 | $325.4K | 0.11% | +5+0.1% | Added |
| Prestige Wealth Management Group LLC | 3,728 | $323.9K | 0.08% | +1,017+37.5% | Added |
| Michael B. Yongue | 3,718 | $323.0K | 0.30% | −2,530−40.5% | Reduced |
| Hofer & Associates. Inc | 3,718 | $323.0K | 0.32% | −48−1.3% | Reduced |
| SBB Research Group LLC | 3,718 | $323.0K | 0.47% | −500−11.9% | Reduced |
| Aspen Wealth Strategies, LLC | 3,717 | $322.9K | 0.26% | +3,717 | New |
| Bridgewealth Advisory Group, LLC | 3,717 | $322.9K | 0.63% | +3,717 | New |
| Towercrest Capital Management | 3,715 | $322.7K | 0.07% | +175+4.9% | Added |
| New Jersey Better Educational Savings Trust | 3,706 | $322.0K | 0.95% | 00.0% | Unchanged |
| Humankind Investments LLC | 3,705 | $321.9K | 0.14% | +883+31.3% | Added |
| Long Run Wealth Advisors, LLC | 3,704 | $321.8K | 0.12% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,365 | $321.5K | 0.12% | −535−13.7% | Reduced |
| Mach-1 Financial Group, Inc. | 3,697 | $321.2K | 0.15% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 3,689 | $320.5K | 0.05% | −162−4.2% | Reduced |
| Marathon Trading Investment Management LLC | 3,688 | $320.4K | 0.21% | −22,470−85.9% | Reduced |
| Windsor Group LTD | 3,412 | $320.0K | 0.07% | −15−0.4% | Reduced |
| New England Capital Financial Advisors LLC | 3,091 | $319.9K | 0.23% | +3,091 | New |
| Ackerman Capital Advisors, LLC | 3,667 | $318.6K | 0.09% | −65−1.7% | Reduced |
| First Affirmative Financial Network | 3,651 | $317.2K | 0.38% | −676−15.6% | Reduced |
| Insight Advisors, LLC | 3,567 | $317.1K | 0.11% | −228−6.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,633 | $316.5K | 0.10% | −218−5.7% | Reduced |
| Guardian Wealth Advisors, LLC | 3,642 | $316.4K | 0.06% | −35−1.0% | Reduced |
| Affiance Financial, LLC | 3,624 | $314.8K | 0.13% | +151+4.3% | Added |
| Alesco Advisors LLC | 3,619 | $314.5K | 0.01% | −15−0.4% | Reduced |
| Wellspring Financial Advisors, LLC | 3,615 | $314.1K | 0.10% | +291+8.8% | Added |
| Saturna Capital CORP | 3,600 | $312.8K | 0.01% | −2,401−40.0% | Reduced |
| Buckley Wealth Management, LLC | 3,597 | $312.5K | 0.11% | +67+1.9% | Added |
| First National Corp | 3,594 | $312.2K | 0.08% | −60−1.6% | Reduced |
| Boothbay Fund Management, LLC | 3,578 | $310.9K | 0.01% | −15,007−80.7% | Reduced |
| Kelman-Lazarov, Inc. | 3,575 | $310.6K | 0.09% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,567 | $309.9K | 0.11% | −30−0.8% | Reduced |
| Prentiss Smith & Co Inc | 3,565 | $309.7K | 0.28% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,563 | $309.5K | 0.08% | −745−17.3% | Reduced |
| West Wealth Group, LLC | 3,558 | $309.1K | 0.15% | −23−0.6% | Reduced |
| Coyle Financial Counsel LLC | 3,553 | $308.7K | 0.15% | −145−3.9% | Reduced |
| TFC Financial Management | 3,551 | $308.5K | 0.09% | −699−16.4% | Reduced |
| Aveo Capital Partners, LLC | 3,540 | $307.6K | 0.05% | +521+17.3% | Added |
| Provence Wealth Management Group | 3,534 | $307.0K | 0.25% | +3,534 | New |
| Cooper/Haims Advisors, LLC | 3,535 | $307.0K | 0.22% | −529−13.0% | Reduced |
| E Fund Management Co., Ltd. | 3,529 | $307.0K | 0.03% | −163−4.4% | Reduced |
| Fermata Advisors, LLC | 3,525 | $306.3K | 0.09% | −212−5.7% | Reduced |
| Broadleaf Partners, LLC | 3,520 | $306.0K | 0.12% | −405−10.3% | Reduced |
| Riverbridge Partners LLC | 3,525 | $306.0K | 0.00% | 00.0% | Unchanged |
| Sharper & Granite LLC | 3,510 | $304.9K | 0.20% | +3,510 | New |
| Meridian Wealth Advisors, LLC | 3,500 | $304.1K | 0.08% | −1,060−23.2% | Reduced |
| Saxon Interests, Inc. | 3,192 | $302.5K | 0.17% | −32−1.0% | Reduced |
| McRae Capital Management Inc | 3,475 | $301.9K | 0.09% | −600−14.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,467 | $301.2K | 0.16% | +519+17.6% | Added |
| Well Done, LLC | 3,725 | $300.0K | 0.06% | +1,182+46.5% | Added |
| Lokken Investment Group LLC | 3,453 | $300.0K | 0.24% | +3,453 | New |
| Marks Group Wealth Management, Inc | 3,449 | $299.6K | 0.04% | +94+2.8% | Added |
| Atlantic Trust, LLC | 3,437 | $299.0K | 0.10% | −1,158−25.2% | Reduced |
| Bennett Selby Investments LP | 3,436 | $299.0K | 0.22% | −930−21.3% | Reduced |
| NFP Retirement, Inc. | 3,440 | $298.9K | 0.07% | +25+0.7% | Added |
| Marathon Capital Management | 3,431 | $298.1K | 0.08% | +395+13.0% | Added |
| Core Wealth Partners LLC | 3,751 | $297.6K | 0.37% | +3,751 | New |
| Cardinal Strategic Wealth Guidance | 3,413 | $296.9K | 0.14% | −1,022−23.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,415 | $296.7K | 0.20% | −225−6.2% | Reduced |