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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 3,392 | $294.7K | 0.04% | −231−6.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,132 | $294.1K | 0.04% | +345+12.4% | Added |
| Wulff, Hansen & Co. | 3,385 | $294.1K | 0.36% | −115−3.3% | Reduced |
| Sovereign Financial Group, Inc. | 3,385 | $294.1K | 0.12% | +928+37.8% | Added |
| Coppell Advisory Solutions LLC | 3,381 | $293.7K | 0.11% | +3,381 | New |
| Coppell Advisory Solutions Corp. | 3,381 | $293.7K | 0.11% | +3,381 | New |
| Gray Wealth Management Inc. | 3,380 | $293.7K | 0.17% | −1,265−27.2% | Reduced |
| Trifecta Capital Advisors, LLC | 3,379 | $293.6K | 0.12% | +3,379 | New |
| Fairhaven Wealth Management, LLC | 3,368 | $292.6K | 0.12% | −851−20.2% | Reduced |
| Ameliora Wealth Management Ltd. | 3,367 | $292.5K | 0.16% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,360 | $291.9K | 0.03% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 3,359 | $291.9K | 0.10% | +69+2.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,357 | $291.7K | 0.14% | +20+0.6% | Added |
| Tennessee Valley Asset Management Partners | 3,355 | $291.5K | 0.10% | +236+7.6% | Added |
| Evermay Wealth Management LLC | 3,351 | $291.1K | 0.06% | −1,680−33.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,350 | $291.0K | 0.35% | −1,500−30.9% | Reduced |
| Portland Global Advisors LLC | 3,352 | $291.0K | 0.05% | −112−3.2% | Reduced |
| Hill Investment Group Partners, LLC | 3,340 | $290.2K | 0.07% | +3,340 | New |
| Hixon Zuercher, LLC | 3,327 | $289.1K | 0.18% | −1,216−26.8% | Reduced |
| Seven Post Investment Office LP | 3,324 | $288.8K | 0.10% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 3,311 | $288.0K | 0.21% | −2,001−37.7% | Reduced |
| Zions Bancorporation, N.A. | 3,311 | $287.7K | 0.02% | −11,614−77.8% | Reduced |
| Capital City Trust Co | 3,301 | $286.8K | 0.09% | −2,084−38.7% | Reduced |
| Altshuler Shaham Ltd | 3,300 | $286.7K | 0.01% | −12,400−79.0% | Reduced |
| Atwood & Palmer Inc | 3,290 | $285.8K | 0.03% | +1,000+43.7% | Added |
| Lodestar Private Asset Management LLC | 3,288 | $285.7K | 0.05% | +3,288 | New |
| McGuire Investment Group, LLC | 3,272 | $284.3K | 0.06% | −48−1.4% | Reduced |
| Advisory Resource Group | 3,272 | $284.3K | 0.08% | +261+8.7% | Added |
| Wedge Capital Management L L P | 3,272 | $284.0K | 0.00% | −154−4.5% | Reduced |
| Fusion Capital, LLC | 3,267 | $283.8K | 0.17% | −37−1.1% | Reduced |
| Gilbert & Cook, Inc. | 3,266 | $283.7K | 0.05% | −10−0.3% | Reduced |
| Northwest Capital Management Inc | 3,260 | $283.2K | 0.15% | −409−11.1% | Reduced |
| TruWealth Advisors, LLC | 3,255 | $282.8K | 0.03% | −662−16.9% | Reduced |
| Rede Wealth, LLC | 3,254 | $282.7K | 0.15% | +52+1.6% | Added |
| Column Capital Advisors, LLC | 3,252 | $282.6K | 0.05% | +148+4.8% | Added |
| Ambassador Advisors, LLC | 3,249 | $282.3K | 0.06% | +3,249 | New |
| WestHill Financial Advisors, Inc. | 3,249 | $282.2K | 0.09% | +5+0.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,247 | $282.1K | 0.09% | +3,247 | New |
| Keudell/Morrison Wealth Management | 3,240 | $281.5K | 0.09% | −785−19.5% | Reduced |
| Unison Asset Management LLC | 3,235 | $281.0K | 0.23% | 00.0% | Unchanged |
| CNB Bank | 3,211 | $279.0K | 0.17% | −65−2.0% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,918 | $278.9K | 0.32% | +137+4.9% | Added |
| Miramar Capital, LLC | 3,205 | $278.5K | 0.07% | +52+1.6% | Added |
| Kercheville Advisors, LLC | 3,198 | $277.8K | 0.19% | +380+13.5% | Added |
| Van Leeuwen & Company, LLC | 3,192 | $277.3K | 0.19% | +92+3.0% | Added |
| Capstone Financial Advisors, Inc. | 3,183 | $276.5K | 0.02% | +260+8.9% | Added |
| City State Bank | 3,177 | $276.0K | 0.17% | −85−2.6% | Reduced |
| TSFG, LLC | 3,178 | $276.0K | 0.11% | +63+2.0% | Added |
| Private Ocean, LLC | 3,164 | $274.9K | 0.03% | −375−10.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,161 | $274.7K | 0.02% | −354−10.1% | Reduced |
| Goepper Burkhardt LLC | 3,150 | $273.7K | 0.19% | +320+11.3% | Added |
| USAdvisors Wealth Management, LLC | 3,138 | $273.0K | 0.13% | +311+11.0% | Added |
| EPIQ Capital Group, LLC | 3,142 | $273.0K | 0.16% | +56+1.8% | Added |
| Kooman & Associates | 3,133 | $272.2K | 0.27% | +3,133 | New |
| Brown, Lisle/Cummings, Inc. | 3,133 | $272.2K | 0.15% | +729+30.3% | Added |
| True Capital Management | 3,126 | $271.6K | 0.22% | +3,126 | New |
| Oak Thistle LLC | 3,125 | $271.5K | 0.58% | −902−22.4% | Reduced |
| Prospect Hill Management, LLC | 3,125 | $271.5K | 0.24% | −600−16.1% | Reduced |
| Capital CS Group, LLC | 3,125 | $271.5K | 0.30% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 3,124 | $271.0K | 0.04% | −210−6.3% | Reduced |
| MBA Advisors LLC | 3,118 | $270.9K | 0.18% | −1,290−29.3% | Reduced |
| Signet Financial Management, LLC | 3,111 | $270.3K | 0.05% | −62−2.0% | Reduced |
| WJ Wealth Management, LLC | 3,100 | $269.3K | 0.16% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 3,099 | $269.2K | 0.26% | −1,261−28.9% | Reduced |
| Investmark Advisory Group LLC | 3,096 | $269.0K | 0.20% | +177+6.1% | Added |
| Sendero Wealth Management, LLC | 3,096 | $269.0K | 0.10% | +618+24.9% | Added |
| KFA Private Wealth Group, LLC | 3,094 | $268.8K | 0.14% | +524+20.4% | Added |
| One Charles Private Wealth Services, LLC | 3,092 | $268.6K | 0.17% | +31+1.0% | Added |
| CFO4Life Group, LLC | 3,085 | $268.0K | 0.06% | +10.0% | Added |
| CFO4Life, L.P. | 3,085 | $268.0K | 0.06% | +3,085 | New |
| Mark Sheptoff Financial Planning, LLC | 3,072 | $266.9K | 0.16% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 3,070 | $266.7K | 0.16% | −413−11.9% | Reduced |
| Callan Capital, LLC | 3,068 | $266.5K | 0.03% | −1,271−29.3% | Reduced |
| Tradewinds Capital Management, LLC | 3,066 | $266.4K | 0.12% | 00.0% | Unchanged |
| STAR Financial Bank | 3,066 | $266.4K | 0.26% | +3,066 | New |
| Seed Wealth Management, Inc. | 3,056 | $265.5K | 0.30% | +3,056 | New |
| Gateway Wealth Partners, LLC | 3,055 | $265.4K | 0.05% | +3,055 | New |
| Accel Wealth Management | 3,055 | $265.4K | 0.13% | −757−19.9% | Reduced |
| Forbes J M & Co LLP | 3,061 | $265.0K | 0.04% | 00.0% | Unchanged |
| Wedgewood Partners Inc | 3,050 | $264.0K | 0.05% | −250−7.6% | Reduced |
| Financial Freedom, LLC | 3,033 | $263.5K | 0.18% | +3,033 | New |
| Cohen & Steers, Inc. | 3,022 | $263.0K | 0.00% | +1,173+63.4% | Added |
| Levy Wealth Management Group, LLC | 3,023 | $262.6K | 0.09% | −211−6.5% | Reduced |
| Custos Family Office, LLC | 3,022 | $262.6K | 0.21% | +3,022 | New |
| Kearns & Associates LLC | 3,020 | $262.4K | 0.28% | +3,020 | New |
| Greatmark Investment Partners, Inc. | 3,016 | $262.0K | 0.05% | −1,050−25.8% | Reduced |
| Fca Corp | 3,000 | $260.6K | 0.10% | 00.0% | Unchanged |
| Hudock, Inc. | 2,994 | $260.2K | 0.09% | +28+0.9% | Added |
| Lowell Blake & Associates Inc. | 2,987 | $259.6K | 0.09% | +84+2.9% | Added |
| Benedict Financial Advisors Inc | 2,986 | $259.4K | 0.08% | −10,511−77.9% | Reduced |
| Ethos Financial Group, LLC | 2,888 | $259.4K | 0.09% | +2,888 | New |
| Financial Council Asset Management Inc | 2,983 | $259.1K | 0.16% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,982 | $259.1K | 0.31% | −215−6.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,971 | $258.1K | 0.08% | +2,971 | New |
| Cardiff Park Advisors, LLC | 2,957 | $256.9K | 0.04% | −1,559−34.5% | Reduced |
| Redwood Wealth Management Group, LLC | 2,948 | $256.1K | 0.32% | +2,948 | New |
| Alpha Financial Partners, LLC | 2,943 | $255.7K | 0.31% | +2,943 | New |
| Hamilton Capital, LLC | 2,931 | $254.6K | 0.02% | −396−11.9% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,929 | $254.5K | 0.10% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 2,928 | $254.4K | 0.04% | −119−3.9% | Reduced |