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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 1,629 | $141.5K | 0.01% | −57,702−97.3% | Reduced |
| DT Investment Partners, LLC | 1,585 | $137.7K | 0.02% | +105+7.1% | Added |
| Arcus Capital Partners, LLC | 1,572 | $136.6K | 0.05% | −961−37.9% | Reduced |
| United Community Bank | 1,570 | $136.4K | 0.13% | −115−6.8% | Reduced |
| PFS Partners, LLC | 1,533 | $133.2K | 0.14% | −100−6.1% | Reduced |
| Boyd Watterson Asset Management LLC | 1,529 | $132.8K | 0.05% | −601−28.2% | Reduced |
| EMC Capital Management | 1,500 | $130.0K | 0.12% | +500+50.0% | Added |
| AllSquare Wealth Management LLC | 1,486 | $129.1K | 0.09% | +43+3.0% | Added |
| Magellan Asset Management Ltd | 1,476 | $128.2K | 0.00% | +658+80.4% | Added |
| Princeton Global Asset Management LLC | 1,465 | $127.0K | 0.04% | −9−0.6% | Reduced |
| Compass Wealth Management LLC | 1,452 | $126.2K | 0.04% | +1,452 | New |
| Level Financial Advisors, Inc. | 1,430 | $124.0K | 0.08% | −272−16.0% | Reduced |
| VitalStone Financial, LLC | 1,463 | $123.0K | 0.08% | +1,463 | New |
| Morton Brown Family Wealth, LLC | 1,410 | $122.5K | 0.08% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,367 | $118.8K | 0.09% | +1,367 | New |
| Hoey Investments, Inc | 1,313 | $114.1K | 0.05% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,280 | $111.2K | 0.06% | +1,280 | New |
| Contravisory Investment Management, Inc. | 1,270 | $110.3K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,268 | $110.2K | 0.03% | −72−5.4% | Reduced |
| Tucker Asset Management LLC | 1,252 | $109.1K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,247 | $108.3K | 0.08% | −100−7.4% | Reduced |
| America First Investment Advisors, LLC | 1,243 | $108.0K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,222 | $106.1K | 0.08% | +13+1.1% | Added |
| Kelly Financial Services LLC | 1,221 | $106.1K | 0.06% | +112+10.1% | Added |
| Castleview Partners, LLC | 1,219 | $105.9K | 0.10% | −16−1.3% | Reduced |
| Maryland Capital Advisors Inc. | 1,216 | $105.6K | 0.10% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 1,211 | $105.2K | 0.04% | +1,211 | New |
| Harvest Fund Management Co., Ltd | 1,210 | $105.0K | 0.03% | −3,076−71.8% | Reduced |
| Annapolis Financial Services, LLC | 1,205 | $104.7K | 0.03% | −1,844−60.5% | Reduced |
| Pathway Financial Advisers, LLC | 1,186 | $103.0K | 0.04% | +1,186 | New |
| JJJ Advisors Inc. | 1,021 | $101.9K | 0.03% | −11−1.1% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,172 | $101.8K | 0.04% | +1,172 | New |
| American State Bank (Iowa) | 1,165 | $101.2K | 0.08% | −4,701−80.1% | Reduced |
| Kenfarb & Co. | 1,159 | $100.7K | 0.09% | +400+52.7% | Added |
| Marshall & Sullivan Inc | 1,150 | $99.9K | 0.06% | +1,150 | New |
| Rock Creek Group, LP | 1,104 | $95.9K | 0.01% | −813−42.4% | Reduced |
| Heritage Wealth Management, LLC | 1,092 | $94.9K | 0.01% | +411+60.4% | Added |
| Wolff Wiese Magana LLC | 1,068 | $92.8K | 0.08% | −1,029−49.1% | Reduced |
| CKW Financial Group | 1,060 | $92.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,041 | $90.4K | 0.07% | +3+0.3% | Added |
| Newton One Investments LLC | 1,038 | $90.2K | 0.06% | 00.0% | Unchanged |
| Avion Wealth | 964 | $90.0K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,029 | $89.4K | 0.02% | +386+60.0% | Added |
| Institutional & Family Asset Management, LLC | 1,013 | $88.0K | 0.01% | −519−33.9% | Reduced |
| Price Jennifer C. | 1,000 | $86.9K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 994 | $86.0K | 0.04% | +129+14.9% | Added |
| Lowe Wealth Advisors, LLC | 960 | $83.4K | 0.05% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 960 | $83.0K | 0.07% | +960 | New |
| Raffa Wealth Management, LLC | 951 | $82.6K | 0.03% | +30+3.3% | Added |
| Moser Wealth Advisors, LLC | 945 | $82.1K | 0.06% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 945 | $82.0K | 0.03% | −3−0.3% | Reduced |
| Cornerstone Planning Group LLC | 822 | $81.4K | 0.03% | +822 | New |
| Eagle Bay Advisors LLC | 896 | $77.9K | 0.04% | −1,266−58.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 885 | $76.9K | 0.07% | +885 | New |
| Raleigh Capital Management Inc. | 876 | $76.1K | 0.04% | +617+238.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 876 | $76.1K | 0.04% | +32+3.8% | Added |
| Riverview Trust Co | 878 | $76.0K | 0.07% | −1,116−56.0% | Reduced |
| Mascoma Wealth Management LLC | 856 | $74.4K | 0.02% | +400+87.7% | Added |
| Cedar Mountain Advisors, LLC | 851 | $73.9K | 0.02% | 00.0% | Unchanged |
| Worm Capital, LLC | 847 | $73.6K | 0.11% | 00.0% | Unchanged |
| First PREMIER Bank | 846 | $73.0K | 0.02% | +210+33.0% | Added |
| Ulland Investment Advisors, LLC | 832 | $72.0K | 0.09% | +528+173.7% | Added |
| Cornerstone Management, Inc. | 819 | $71.2K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 821 | $71.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 827 | $71.0K | 0.00% | +757+1,081.4% | Added |
| Antonetti Capital Management LLC | 792 | $68.8K | 0.09% | −100−11.2% | Reduced |
| Emfo, LLC | 776 | $67.4K | 0.07% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 762 | $66.2K | 0.03% | −183−19.4% | Reduced |
| Capital Directions Investment Advisors, LLC | 749 | $65.1K | 0.02% | +749 | Added |
| Canton Hathaway, LLC | 745 | $65.0K | 0.02% | −2,440−76.6% | Reduced |
| Timber Creek Capital Management LLC | 713 | $61.9K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 682 | $59.3K | 0.10% | +1+0.1% | Added |
| Leelyn Smith, LLC | 677 | $58.8K | 0.02% | +278+69.7% | Added |
| Cranbrook Wealth Management, LLC | 670 | $58.2K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 658 | $57.2K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 659 | $57.0K | 0.04% | 00.0% | Unchanged |
| Madden Securities Corp | 647 | $56.2K | 0.03% | +647 | New |
| Pacifica Partners Inc. | 648 | $56.0K | 0.04% | −644−49.8% | Reduced |
| Abound Wealth Management | 632 | $54.9K | 0.03% | −360−36.3% | Reduced |
| Savior LLC | 620 | $53.9K | 0.05% | 00.0% | Unchanged |
| Park Circle Co | 600 | $52.1K | 0.05% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 600 | $52.1K | 0.06% | +600 | New |
| Veritas Investment Partners (UK) Ltd. | 600 | $52.1K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 593 | $51.5K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 562 | $48.9K | 0.05% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 532 | $46.2K | 0.04% | +532 | New |
| Horizon Bancorp Inc | 525 | $46.0K | 0.03% | +525 | New |
| Solstein Capital, LLC | 519 | $45.1K | 0.04% | −461−47.0% | Reduced |
| Disciplined Investments, LLC | 505 | $43.9K | 0.02% | −385−43.3% | Reduced |
| Equitec Proprietary Markets, LLC | 500 | $43.4K | 0.03% | −2,500−83.3% | Reduced |
| Gould Capital, LLC | 495 | $43.0K | 0.03% | +39+8.6% | Added |
| Fortis Capital Advisors, LLC | 450 | $39.1K | 0.02% | +450 | New |
| Carolina Wealth Advisors, LLC | 444 | $39.0K | 0.02% | +55+14.1% | Added |
| Financial Management Professionals, Inc. | 439 | $38.0K | 0.01% | −419−48.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 411 | $35.7K | 0.01% | 00.0% | Unchanged |
| WD Rutherford LLC | 410 | $35.6K | 0.03% | −40−8.9% | Reduced |
| Avondale Wealth Management | 407 | $35.4K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 407 | $35.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 401 | $34.8K | 0.01% | +401 | New |
| WR Wealth Planners, LLC | 400 | $34.8K | 0.02% | 00.0% | Unchanged |