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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 2,926 | $254.0K | 0.02% | +55+1.9% | Added |
| Sugarloaf Wealth Management, LLC | 2,923 | $254.0K | 0.06% | −1,448−33.1% | Reduced |
| Legacy Financial Group, Inc. | 2,914 | $253.1K | 0.16% | +2,914 | New |
| Royal Capital Wealth Management, LLC | 2,910 | $253.0K | 0.27% | −130−4.3% | Reduced |
| Northwest Wealth Management, LLC | 2,910 | $252.8K | 0.11% | −1,000−25.6% | Reduced |
| Alethea Capital Management, LLC | 2,901 | $252.0K | 0.24% | 00.0% | Unchanged |
| West Oak Capital, LLC | 2,896 | $252.0K | 0.13% | +75+2.7% | Added |
| Aletheian Wealth Advisors LLC | 2,893 | $251.3K | 0.22% | +2,893 | New |
| Bellecapital International Ltd. | 2,890 | $251.1K | 0.07% | −2,041−41.4% | Reduced |
| East Coast Asset Management, LLC. | 2,890 | $251.1K | 0.13% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,890 | $251.1K | 0.07% | +731+33.9% | Added |
| BCS Wealth Management | 2,887 | $251.0K | 0.11% | +300+11.6% | Added |
| Pathway Financial Advisors LLC | 2,885 | $250.6K | 0.08% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 2,885 | $250.6K | 0.28% | +2,885 | New |
| Financial Partners Group, Inc | 2,325 | $250.4K | 0.06% | −75−3.1% | Reduced |
| Interchange Capital Partners, LLC | 2,880 | $250.2K | 0.26% | −142−4.7% | Reduced |
| Peninsula Asset Management Inc | 2,875 | $250.0K | 0.15% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,871 | $249.4K | 0.22% | +573+24.9% | Added |
| Meeder Asset Management Inc | 2,864 | $248.8K | 0.02% | −24,071−89.4% | Reduced |
| Centric Wealth Management | 2,859 | $248.3K | 0.13% | +177+6.6% | Added |
| Palisades Hudson Asset Management, L.P. | 2,849 | $248.0K | 0.14% | −41−1.4% | Reduced |
| Titleist Asset Management, Ltd. | 2,854 | $248.0K | 0.06% | −579−16.9% | Reduced |
| Triad Financial Advisors, Inc. | 2,843 | $247.0K | 0.11% | +461+19.4% | Added |
| Compass Financial Group, INC | 2,846 | $247.0K | 0.09% | +2,846 | New |
| Keebeck Wealth Management, LLC | 2,836 | $246.4K | 0.04% | −2,341−45.2% | Reduced |
| Ballast, Inc. | 2,834 | $246.2K | 0.11% | −3,843−57.6% | Reduced |
| Rock Point Advisors, LLC | 2,832 | $246.0K | 0.09% | −59−2.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,826 | $245.5K | 0.05% | −95−3.3% | Reduced |
| Lodestone Wealth Management LLC | 2,819 | $244.9K | 0.20% | +2,819 | New |
| Centennial Bank | 2,818 | $244.8K | 0.14% | +2,818 | New |
| Ategra Capital Management, LLC | 2,817 | $244.7K | 0.13% | −202−6.7% | Reduced |
| 1776 Wealth LLC | 2,809 | $244.0K | 0.18% | −9−0.3% | Reduced |
| Collaborative Wealth Managment Inc. | 2,806 | $243.8K | 0.16% | +350+14.3% | Added |
| Clearwater Capital Advisors, LLC | 2,804 | $243.6K | 0.03% | −308−9.9% | Reduced |
| Capital Performance Advisors LLP | 2,795 | $242.8K | 0.14% | +10.0% | Added |
| Callan Family Office, LLC | 2,787 | $242.1K | 0.08% | +2,787 | New |
| Concord Wealth Partners | 2,775 | $241.1K | 0.07% | −38−1.4% | Reduced |
| High Note Wealth, LLC | 2,772 | $240.8K | 0.10% | −1,085−28.1% | Reduced |
| CJM Wealth Advisers, Ltd. | 2,766 | $240.3K | 0.15% | −200−6.7% | Reduced |
| Capital Financial Planning, LLC | 2,763 | $240.1K | 0.10% | +194+7.6% | Added |
| Progressive Investment Management Corp | 2,757 | $239.5K | 0.09% | 00.0% | Unchanged |
| Caption Management, LLC | 2,756 | $239.4K | 0.04% | −6,944−71.6% | Reduced |
| Horan Securities, Inc. | 2,756 | $239.4K | 0.13% | −340−11.0% | Reduced |
| First Pacific Advisors, LP | 2,750 | $238.9K | 0.00% | −350−11.3% | Reduced |
| RDA Financial Network | 2,749 | $238.8K | 0.12% | +2+0.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,747 | $238.7K | 0.13% | +91+3.4% | Added |
| Bellevue Asset Management, LLC | 2,783 | $238.5K | 0.18% | −159−5.4% | Reduced |
| Cutler Investment Counsel LLC | 2,741 | $238.1K | 0.04% | −395−12.6% | Reduced |
| Semus Wealth Partners LLC | 2,738 | $237.9K | 0.29% | +2,738 | New |
| VisionPoint Advisory Group, LLC | 2,208 | $237.7K | 0.10% | +2,208 | New |
| CX Institutional | 2,729 | $237.1K | 0.01% | −464−14.5% | Reduced |
| Birchcreek Wealth Management, LLC | 2,728 | $237.0K | 0.21% | +315+13.1% | Added |
| CPA Asset Management LLC | 2,724 | $236.7K | 0.18% | +2,724 | New |
| Connecticut Wealth Management, LLC | 2,723 | $236.6K | 0.02% | −1,683−38.2% | Reduced |
| Spouting Rock Asset Management, LLC | 2,720 | $236.3K | 0.18% | +2,720 | New |
| Flaharty Asset Management, LLC | 2,718 | $236.1K | 0.04% | −64−2.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,719 | $236.0K | 0.08% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 2,714 | $235.8K | 0.06% | +450+19.9% | Added |
| TCG Advisory Services, LLC | 2,707 | $235.2K | 0.09% | −16,374−85.8% | Reduced |
| Traphagen Investment Advisors LLC | 2,707 | $235.2K | 0.04% | −539−16.6% | Reduced |
| Thompson Davis & Co., Inc. | 2,700 | $234.6K | 0.33% | +2,700 | New |
| BEAM Asset Management, LLC | 2,694 | $234.0K | 0.24% | −46−1.7% | Reduced |
| Meridian Investment Counsel Inc. | 2,686 | $233.0K | 0.09% | −75−2.7% | Reduced |
| Harvey Capital Management Inc | 2,681 | $232.9K | 0.10% | −4,695−63.7% | Reduced |
| Opal Wealth Advisors, LLC | 2,679 | $232.8K | 0.13% | −523−16.3% | Reduced |
| Cascade Investment Group, Inc. | 2,671 | $232.1K | 0.24% | +2,671 | New |
| Advisors Management Group Inc | 2,674 | $232.0K | 0.09% | +330+14.1% | Added |
| Meredith Wealth Planning | 2,667 | $231.7K | 0.20% | +2,667 | New |
| Mosaic Family Wealth Partners, LLC | 2,666 | $231.7K | 0.07% | +2,666 | New |
| Full Sail Capital, LLC | 2,664 | $231.4K | 0.02% | −105−3.8% | Reduced |
| Sterling Group Wealth Management, LLC | 2,662 | $231.3K | 0.23% | +2,662 | New |
| Vectors Research Management, LLC | 2,659 | $231.0K | 0.06% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 2,655 | $230.7K | 0.03% | −1,095−29.2% | Reduced |
| Gries Financial LLC | 2,647 | $230.0K | 0.08% | −179−6.3% | Reduced |
| Vista Private Wealth Partners. LLC | 2,646 | $229.9K | 0.11% | +189+7.7% | Added |
| Hartford Funds Management Co LLC | 2,646 | $229.9K | 0.02% | +2,646 | New |
| Kowal Investment Group, LLC | 2,642 | $229.5K | 0.07% | −781−22.8% | Reduced |
| Darwin Advisors, LLC | 2,300 | $228.6K | 0.06% | −768−25.0% | Reduced |
| Hill Island Financial LLC | 2,625 | $228.1K | 0.10% | +419+19.0% | Added |
| Wolff Financial Management LLC | 2,623 | $228.0K | 0.08% | +10.0% | Added |
| Tacita Capital Inc | 2,610 | $227.0K | 0.17% | −200−7.1% | Reduced |
| Osterweis Capital Management Inc | 2,610 | $226.8K | 0.02% | −16−0.6% | Reduced |
| Colonial River Wealth Management, LLC | 2,609 | $226.7K | 0.14% | −320−10.9% | Reduced |
| Prostatis Group LLC | 2,597 | $225.7K | 0.14% | +214+9.0% | Added |
| Capital Advisors Wealth Management, LLC | 2,595 | $225.5K | 0.07% | +2,595 | New |
| Cyrus J. Lawrence, LLC | 2,585 | $225.0K | 0.07% | −133−4.9% | Reduced |
| Pacitti Group Inc. | 2,589 | $224.9K | 0.18% | −107−4.0% | Reduced |
| Merriman Wealth Management, LLC | 2,586 | $224.7K | 0.01% | −303−10.5% | Reduced |
| EWG Elevate Inc. | 2,586 | $224.6K | 0.11% | −1,136−30.5% | Reduced |
| Aspen Grove Capital, LLC | 2,580 | $224.2K | 0.10% | +2,580 | New |
| MKT Advisors LLC | 2,322 | $223.7K | 0.17% | +129+5.9% | Added |
| Element Pointe Advisors, LLC | 2,564 | $222.8K | 0.08% | −1,614−38.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,561 | $222.5K | 0.12% | −670−20.7% | Reduced |
| Dixon Fnancial Services, Inc. | 2,560 | $222.4K | 0.16% | −10.0% | Reduced |
| Israel Discount Bank of New York | 2,548 | $222.0K | 0.19% | −371−12.7% | Reduced |
| Firethorn Wealth Partners, LLC | 2,546 | $221.2K | 0.19% | +2,546 | New |
| Camden National Bank | 2,545 | $221.0K | 0.05% | −509−16.7% | Reduced |
| Lipe & Dalton | 2,541 | $221.0K | 0.13% | 00.0% | Unchanged |
| Derbend Asset Management | 2,536 | $220.3K | 0.18% | −400−13.6% | Reduced |
| McIlrath & Eck, LLC | 2,535 | $220.2K | 0.06% | −534−17.4% | Reduced |