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 |
|---|---|---|---|---|---|
| Montz Harcus Wealth Management LLC | 2,527 | $219.5K | 0.22% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 2,523 | $219.2K | 0.12% | 00.0% | Unchanged |
| Gould Asset Management LLC | 2,520 | $218.9K | 0.07% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 2,517 | $218.7K | 0.12% | −804−24.2% | Reduced |
| Monte Financial Group, LLC | 2,517 | $218.7K | 0.11% | +27+1.1% | Added |
| Karpus Management, Inc. | 2,515 | $218.5K | 0.01% | 00.0% | Unchanged |
| Private Management Group Inc | 2,514 | $218.5K | 0.01% | −605−19.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,514 | $218.4K | 0.16% | +2,514 | New |
| WMG Financial Advisors, LLC | 2,510 | $218.1K | 0.19% | −62−2.4% | Reduced |
| HNP Capital LLC | 2,509 | $218.0K | 0.06% | 00.0% | Unchanged |
| Lantz Financial LLC | 2,506 | $217.7K | 0.10% | +195+8.4% | Added |
| Redmont Wealth Advisors LLC | 2,501 | $217.3K | 0.25% | 00.0% | Unchanged |
| Gruss & Co., LLC | 2,500 | $217.2K | 1.34% | +2,500 | New |
| HFR Wealth Management, LLC | 2,493 | $217.0K | 0.06% | −462−15.6% | Reduced |
| Doheny Asset Management | 2,488 | $216.0K | 0.25% | −985−28.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 2,483 | $215.9K | 0.07% | −4,630−65.1% | Reduced |
| Pennsylvania Capital Management Inc | 2,236 | $215.4K | 0.11% | −353−13.6% | Reduced |
| Bernardo Wealth Planning LLC | 2,475 | $215.1K | 0.10% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 2,475 | $215.0K | 0.08% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 2,475 | $215.0K | 0.06% | +150+6.5% | Added |
| Redhawk Wealth Advisors, Inc. | 2,465 | $214.2K | 0.08% | +275+12.6% | Added |
| Sanctuary Wealth Management, L.L.C. | 2,462 | $213.9K | 0.25% | −686−21.8% | Reduced |
| Wayfinding Financial, LLC | 1,579 | $213.0K | 0.17% | +1,579 | New |
| Paragon Financial Partners, Inc. | 2,446 | $212.5K | 0.24% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 2,241 | $212.4K | 0.27% | −489−17.9% | Reduced |
| Lion Street Advisors, LLC | 1,256 | $212.4K | 0.11% | +1,256 | New |
| SignalPoint Asset Management, LLC | 2,440 | $212.0K | 0.07% | +246+11.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,215 | $211.7K | 0.14% | +2,215 | New |
| Hallmark Capital Management Inc | 2,431 | $211.2K | 0.02% | −2,299−48.6% | Reduced |
| Andesa Financial Management Inc. | 2,428 | $210.9K | 0.12% | −109−4.3% | Reduced |
| Kaizen Financial Strategies | 2,120 | $210.7K | 0.21% | +2,120 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,418 | $210.1K | 0.02% | 00.0% | Unchanged |
| First International Bank & Trust | 2,422 | $210.0K | 0.07% | −564−18.9% | Reduced |
| Thrive Wealth Management, LLC | 2,407 | $209.1K | 0.06% | −725−23.1% | Reduced |
| Mad River Investors | 2,400 | $209.0K | 0.12% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,394 | $208.0K | 0.23% | +2,394 | New |
| Hurlow Wealth Management Group, Inc. | 2,392 | $207.8K | 0.11% | −115−4.6% | Reduced |
| Bienville Capital Management, LLC | 2,390 | $207.6K | 0.08% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 2,390 | $207.6K | 0.15% | +2,390 | New |
| Alterna Wealth Management, Inc | 2,387 | $207.4K | 0.23% | +100+4.4% | Added |
| LWM Advisory Services, LLC | 2,090 | $206.7K | 0.23% | −660−24.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,368 | $205.7K | 0.06% | +21+0.9% | Added |
| Planning Center, Inc. | 2,366 | $205.6K | 0.06% | +2,366 | New |
| High Pines Wealth Management, LLC | 2,355 | $204.6K | 0.36% | +28+1.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 2,354 | $204.5K | 0.01% | +116+5.2% | Added |
| Beck Bode, LLC | 2,353 | $204.4K | 0.05% | +2,353 | New |
| RWM Asset Management, LLC | 2,352 | $204.3K | 0.04% | +813+52.8% | Added |
| Wagner Wealth Management, LLC | 2,349 | $204.1K | 0.13% | −66−2.7% | Reduced |
| Planning Directions Inc | 2,354 | $204.0K | 0.16% | −50−2.1% | Reduced |
| Wharton Business Group, LLC | 2,348 | $204.0K | 0.01% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 2,344 | $203.6K | 0.12% | −32−1.3% | Reduced |
| Foundation Wealth Management, LLC | 2,340 | $203.3K | 0.21% | +2,340 | New |
| Tortoise Investment Management, LLC | 2,332 | $202.6K | 0.04% | −136−5.5% | Reduced |
| FMB Wealth Management | 2,332 | $202.6K | 0.26% | +2,332 | New |
| S&CO Inc | 2,332 | $202.0K | 0.02% | −345−12.9% | Reduced |
| Holland Advisory Services, Inc. | 2,323 | $201.8K | 0.24% | 00.0% | Unchanged |
| Ade, LLC | 2,319 | $201.5K | 0.15% | −162−6.5% | Reduced |
| True Wealth Design, LLC | 2,316 | $201.2K | 0.09% | +2,316 | New |
| Patron Partners Advisors, LLC | 2,309 | $200.6K | 0.15% | −14−0.6% | Reduced |
| Cross Staff Investments Inc | 2,307 | $200.4K | 0.21% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,306 | $200.4K | 0.04% | −438−16.0% | Reduced |
| Kraematon Investment Advisors, Inc | 2,298 | $199.7K | 0.22% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,291 | $199.0K | 0.03% | −726−24.1% | Reduced |
| First Financial Corp | 2,281 | $198.2K | 0.12% | +79+3.6% | Added |
| Benjamin Edwards Inc | 2,229 | $194.0K | 0.05% | −472−17.5% | Reduced |
| Aspire Private Capital, LLC | 2,215 | $192.5K | 0.07% | +1,760+386.8% | Added |
| Grey Fox Wealth Advisors, LLC | 2,205 | $191.6K | 0.13% | +2,205 | New |
| Lee Financial Co | 2,194 | $190.6K | 0.03% | −19−0.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,184 | $189.7K | 0.12% | −63−2.8% | Reduced |
| SJS Investment Consulting Inc. | 2,130 | $185.1K | 0.06% | −321−13.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,098 | $182.3K | 0.09% | −394−15.8% | Reduced |
| Covestor Ltd | 2,099 | $182.0K | 0.15% | −293−12.2% | Reduced |
| Magnolia Capital Management Ltd | 2,100 | $182.0K | 0.18% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,065 | $179.4K | 0.02% | +460+28.7% | Added |
| S.A. Mason LLC | 2,045 | $177.7K | 0.13% | +24+1.2% | Added |
| Beacon Capital Management, LLC | 2,042 | $177.4K | 0.06% | +103+5.3% | Added |
| Blue Bell Private Wealth Management, LLC | 2,035 | $176.8K | 0.06% | −725−26.3% | Reduced |
| Sound Income Strategies, LLC | 2,033 | $176.6K | 0.02% | −367−15.3% | Reduced |
| Pin Oak Investment Advisors Inc | 2,017 | $175.0K | 0.22% | +100+5.2% | Added |
| DB Wealth Management Group, LLC | 1,999 | $173.7K | 0.11% | −165−7.6% | Reduced |
| IAG Wealth Partners, LLC | 1,967 | $170.9K | 0.05% | +1,555+377.4% | Added |
| Centiva Capital, LP | 1,966 | $170.8K | 0.01% | +1,966 | New |
| Sit Investment Associates Inc | 1,930 | $168.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,929 | $168.0K | 0.12% | +177+10.1% | Added |
| Dividend Assets Capital, LLC | 1,910 | $166.0K | 0.04% | −240−11.2% | Reduced |
| Vestor Capital, LLC | 1,905 | $166.0K | 0.02% | +103+5.7% | Added |
| Coombe, Bender & Co LLC | 1,872 | $163.0K | 0.15% | +1,872 | New |
| HHM Wealth Advisors, LLC | 1,819 | $158.0K | 0.04% | −520−22.2% | Reduced |
| CVA Family Office, LLC | 1,809 | $157.1K | 0.04% | −1,639−47.5% | Reduced |
| Stephens Consulting, LLC | 1,795 | $155.9K | 0.10% | 00.0% | Unchanged |
| Nkcfo LLC | 1,749 | $152.0K | 0.07% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,715 | $149.0K | 0.12% | +350+25.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,703 | $148.0K | 0.13% | +1,703 | New |
| Capital Advisors, Ltd. LLC | 2,386 | $147.0K | 0.03% | +496+26.2% | Added |
| Freedom Wealth Alliance, LLC | 1,687 | $146.6K | 0.21% | +1,687 | New |
| Coastal Capital Group, Inc. | 1,542 | $145.5K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,666 | $144.8K | 0.05% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,650 | $143.0K | 0.02% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,650 | $143.0K | 0.00% | +1,650 | New |
| Aua Capital Management, LLC | 1,630 | $141.6K | 0.10% | −90−5.2% | Reduced |