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; 2,948 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
- 2,996
- +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
- 1,495 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 82,543 | $7.17M | 0.25% | +3,300+4.2% | Added |
| Cabot Wealth Management Inc | 81,858 | $7.11M | 1.20% | −9,937−10.8% | Reduced |
| Veritable, L.P. | 81,664 | $7.09M | 0.13% | −5,205−6.0% | Reduced |
| Carret Asset Management, LLC | 81,436 | $7.08M | 0.98% | −249−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 81,331 | $7.07M | 0.69% | −3,505−4.1% | Reduced |
| Tredje AP-fonden | 80,680 | $7.01M | 0.12% | +21,378+36.0% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 86,000 | $7.00M | 1.37% | 00.0% | Unchanged |
| Ci Investments Inc. | 80,363 | $6.98M | 0.04% | −416,822−83.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 80,096 | $6.96M | 1.82% | −2,786−3.4% | Reduced |
| Pacific Heights Asset Management LLC | 80,000 | $6.95M | 0.68% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 79,049 | $6.93M | 0.83% | +1,165+1.5% | Added |
| Iyo Bank, Ltd. | 79,440 | $6.90M | 4.06% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 79,428 | $6.90M | 1.83% | +6,300+8.6% | Added |
| Telos Capital Management, Inc. | 79,383 | $6.90M | 1.00% | +7,643+10.7% | Added |
| E. Ohman J:or Asset Management AB | 79,000 | $6.86M | 0.30% | −100−0.1% | Reduced |
| Cutler Group LP | 78,919 | $6.86M | 0.84% | −29,828−27.4% | Reduced |
| Alta Fox Capital Management, LLC | 78,580 | $6.83M | 5.41% | +78,580 | New |
| Bowen Hanes & Co Inc | 78,565 | $6.83M | 0.24% | −323,745−80.5% | Reduced |
| Allstate Corp | 78,499 | $6.82M | 0.21% | +4,218+5.7% | Added |
| Allstate Investment Management Co | 78,499 | $6.82M | 0.21% | +78,499 | New |
| Mutual Advisors, LLC | 78,268 | $6.80M | 0.30% | −1,152−1.5% | Reduced |
| Ironvine Capital Partners, LLC | 78,060 | $6.78M | 0.88% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 77,665 | $6.75M | 1.49% | −2,957−3.7% | Reduced |
| Employees Provident Fund Board | 77,479 | $6.73M | 0.19% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 77,401 | $6.72M | 0.31% | −6,730−8.0% | Reduced |
| Exchange Traded Concepts, LLC | 77,224 | $6.71M | 0.19% | +26,924+53.5% | Added |
| PFS Investments Inc. | 77,206 | $6.71M | 0.13% | +3,152+4.3% | Added |
| Albion Financial Group | 77,161 | $6.70M | 0.65% | −2,782−3.5% | Reduced |
| West Coast Financial LLC | 77,023 | $6.69M | 1.13% | −4,702−5.8% | Reduced |
| Grassi Investment Management | 76,874 | $6.68M | 0.90% | −14,655−16.0% | Reduced |
| Fernbridge Capital Management LP | 76,843 | $6.68M | 0.96% | −416,621−84.4% | Reduced |
| Trexquant Investment LP | 76,737 | $6.67M | 0.19% | +54,399+243.5% | Added |
| Great Valley Advisor Group, Inc. | 76,408 | $6.64M | 0.34% | +11,909+18.5% | Added |
| Griffin Asset Management, Inc. | 76,192 | $6.62M | 1.00% | −3,884−4.9% | Reduced |
| Sather Financial Group Inc | 76,037 | $6.61M | 0.54% | +73,880+3,425.1% | Added |
| Boston Private Wealth LLC | 75,995 | $6.60M | 0.09% | −149,888−66.4% | Reduced |
| JB Capital LLC | 75,993 | $6.60M | 0.65% | +3,984+5.5% | Added |
| Bulltick Wealth Management, LLC | 75,938 | $6.60M | 1.89% | +25,440+50.4% | Added |
| Westchester Capital Management, Inc. | 75,671 | $6.57M | 1.93% | −594−0.8% | Reduced |
| Journey Strategic Wealth LLC | 75,432 | $6.55M | 0.77% | +526+0.7% | Added |
| LMCG Investments, LLC | 75,359 | $6.55M | 0.46% | −880−1.2% | Reduced |
| Edge Wealth Management LLC | 76,154 | $6.53M | 1.52% | −9,769−11.4% | Reduced |
| Alyeska Investment Group, L.P. | 75,000 | $6.52M | 0.07% | +75,000 | New |
| Bleakley Financial Group, LLC | 74,977 | $6.51M | 0.23% | +74,977 | New |
| Roundview Capital LLC | 74,851 | $6.50M | 0.74% | −8,829−10.6% | Reduced |
| Clear Street Markets LLC | 74,545 | $6.48M | 1.31% | +64,621+651.2% | Added |
| Steward Partners Investment Advisory, LLC | 74,300 | $6.46M | 0.11% | −9,593−11.4% | Reduced |
| Noesis Capital Mangement Corp | 73,955 | $6.42M | 1.83% | −2,260−3.0% | Reduced |
| DCM Advisors, LLC | 73,265 | $6.37M | 3.09% | +34,110+87.1% | Added |
| EULAV Asset Management | 73,000 | $6.34M | 0.27% | −32,000−30.5% | Reduced |
| Amussen Hunsaker Associates LLC | 72,122 | $6.34M | 1.75% | −3,182−4.2% | Reduced |
| Exencial Wealth Advisors, LLC | 72,916 | $6.33M | 0.34% | +314+0.4% | Added |
| Jefferies Financial Group Inc. | 72,590 | $6.31M | 0.11% | +72,590 | New |
| Berkshire Asset Management LLC | 72,050 | $6.26M | 0.40% | −4,023−5.3% | Reduced |
| Formuepleje A/S | 71,980 | $6.25M | 0.53% | +42,237+142.0% | Added |
| Brinker Capital Investments, LLC | 71,482 | $6.21M | 0.12% | −12,614−15.0% | Reduced |
| Wetherby Asset Management Inc | 71,157 | $6.18M | 0.40% | −8,672−10.9% | Reduced |
| Perigon Wealth Management, LLC | 71,130 | $6.18M | 0.38% | +8,696+13.9% | Added |
| HBK Sorce Advisory LLC | 70,882 | $6.16M | 0.17% | +31,822+81.5% | Added |
| Lockheed Martin Investment Management Co | 70,701 | $6.14M | 0.41% | +23,650+50.3% | Added |
| Tufton Capital Management | 70,699 | $6.14M | 1.35% | +6,485+10.1% | Added |
| Ethic Inc. | 70,554 | $6.13M | 0.33% | −12,588−15.1% | Reduced |
| Mitchell Sinkler & Starr | 70,468 | $6.12M | 1.97% | −4,451−5.9% | Reduced |
| Appleton Partners Inc | 70,401 | $6.12M | 0.58% | −3,249−4.4% | Reduced |
| KMG Fiduciary Partners, LLC | 70,373 | $6.11M | 1.00% | +1,118+1.6% | Added |
| Kelly Lawrence W & Associates Inc | 70,246 | $6.10M | 1.74% | −5,100−6.8% | Reduced |
| Private Asset Management Inc | 70,219 | $6.10M | 1.04% | −14,288−16.9% | Reduced |
| Parthenon LLC | 69,996 | $6.08M | 1.00% | −403−0.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 69,905 | $6.07M | 0.67% | −1,189−1.7% | Reduced |
| Marco Investment Management LLC | 69,665 | $6.05M | 0.71% | −4,411−6.0% | Reduced |
| Advisory Services Network, LLC | 69,605 | $6.05M | 0.19% | +6,730+10.7% | Added |
| Dana Investment Advisors, Inc. | 69,394 | $6.03M | 0.32% | +44,532+179.1% | Added |
| JustInvest LLC | 69,343 | $6.02M | 0.25% | −16,496−19.2% | Reduced |
| Equitable Holdings, Inc. | 68,562 | $5.96M | 0.10% | +7,509+12.3% | Added |
| Edgemoor Investment Advisors, Inc. | 68,519 | $5.95M | 0.75% | −164−0.2% | Reduced |
| Burns J W & Co Inc | 68,008 | $5.91M | 1.08% | −3,421−4.8% | Reduced |
| First Nebraska Trust Co | 67,596 | $5.87M | 0.77% | −694−1.0% | Reduced |
| Baker Chad R | 67,500 | $5.86M | 1.64% | 00.0% | Unchanged |
| United Services Automobile Association | 67,233 | $5.84M | 0.13% | −6,570−8.9% | Reduced |
| M&R Capital Management Inc | 67,129 | $5.83M | 1.60% | −12,193−15.4% | Reduced |
| Motco | 66,801 | $5.80M | 0.43% | +2,492+3.9% | Added |
| Lincoln National Corp | 66,772 | $5.80M | 0.13% | −2,851−4.1% | Reduced |
| BLB&B Advisors, LLC | 66,374 | $5.77M | 0.45% | −10,962−14.2% | Reduced |
| Moors & Cabot, Inc. | 66,322 | $5.76M | 0.40% | −123−0.2% | Reduced |
| Cullinan Associates Inc | 66,151 | $5.75M | 0.32% | −3,500−5.0% | Reduced |
| Strategic Wealth Designers | 57,947 | $5.74M | 1.33% | +12,544+27.6% | Added |
| Hillman Capital Management, Inc. | 65,744 | $5.71M | 2.24% | +65,744 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 65,531 | $5.69M | 2.28% | +3,440+5.5% | Added |
| Stillwater Capital Advisors, LLC | 65,474 | $5.69M | 1.20% | −20,671−24.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 65,333 | $5.68M | 0.49% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 65,236 | $5.67M | 1.08% | −9,472−12.7% | Reduced |
| Kanawha Capital Management LLC | 64,671 | $5.62M | 0.55% | −13,760−17.5% | Reduced |
| Bourgeon Capital Management LLC | 64,414 | $5.60M | 1.37% | −16,570−20.5% | Reduced |
| Autus Asset Management, LLC | 64,247 | $5.58M | 1.00% | −6,186−8.8% | Reduced |
| Stelac Advisory Services LLC | 64,055 | $5.57M | 2.52% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 63,904 | $5.55M | 0.60% | −8,808−12.1% | Reduced |
| Philadelphia Trust Co | 63,589 | $5.53M | 0.59% | −2,043−3.1% | Reduced |
| Girard Partners Ltd. | 63,314 | $5.50M | 0.62% | −3,316−5.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 63,095 | $5.48M | 0.48% | −8,480−11.8% | Reduced |
| Freemont Management S.A. | 63,000 | $5.47M | 0.87% | 00.0% | Unchanged |