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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 62,993 | $5.47M | 0.78% | +453+0.7% | Added |
| First American Trust, FSB | 62,976 | $5.47M | 0.85% | +5,875+10.3% | Added |
| Ancora Advisors, LLC | 62,840 | $5.46M | 0.16% | −14,344−18.6% | Reduced |
| Beaumont Financial Advisors, LLC | 62,737 | $5.45M | 0.55% | +62,737 | New |
| Buckingham Capital Management, Inc. | 62,698 | $5.45M | 0.95% | +312+0.5% | Added |
| WealthBridge Investment Counsel Inc. | 62,471 | $5.43M | 2.37% | +3,235+5.5% | Added |
| Norris Perne & French LLP | 62,361 | $5.42M | 0.53% | −31,603−33.6% | Reduced |
| Duality Advisers, LP | 62,018 | $5.39M | 0.61% | +51,984+518.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 61,984 | $5.39M | 0.03% | −69,025−52.7% | Reduced |
| Industrial Alliance Investment Management Inc. | 61,920 | $5.38M | 0.15% | −138,173−69.1% | Reduced |
| Anderson Hoagland & Co | 54,202 | $5.37M | 0.78% | +3,270+6.4% | Added |
| Atlantic Union Bankshares Corp | 61,797 | $5.37M | 0.57% | −7,768−11.2% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 61,740 | $5.36M | 0.36% | +61,740 | New |
| Edmond de Rothschild Holding S.A. | 61,499 | $5.34M | 0.13% | −9,174−13.0% | Reduced |
| Sargent Bickham Lagudis LLC | 61,332 | $5.33M | 0.44% | −13,156−17.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 61,194 | $5.32M | 0.82% | +286+0.5% | Added |
| NZS Capital, LLC | 61,164 | $5.31M | 0.45% | +1,442+2.4% | Added |
| 1st Source Bank | 61,136 | $5.31M | 0.35% | −367−0.6% | Reduced |
| Welch & Forbes LLC | 61,056 | $5.30M | 0.10% | −4,658−7.1% | Reduced |
| Wade G W & Inc | 60,996 | $5.30M | 0.22% | +1,696+2.9% | Added |
| Pioneer Trust Bank N A | 60,827 | $5.28M | 1.60% | −10,775−15.0% | Reduced |
| Itau Unibanco Holding S.A. | 60,527 | $5.28M | 0.21% | +52,760+679.3% | Added |
| Brookstone Capital Management | 55,926 | $5.25M | 0.11% | +20,337+57.1% | Added |
| John G Ullman & Associates Inc | 60,216 | $5.23M | 0.83% | +36,180+150.5% | Added |
| GAM Holding AG | 60,118 | $5.22M | 0.42% | −591−1.0% | Reduced |
| CMT Capital Markets Trading GmbH | 60,000 | $5.21M | 2.90% | +16,871+39.1% | Added |
| Motley Fool Wealth Management, LLC | 59,469 | $5.16M | 0.36% | +248+0.4% | Added |
| McCollum Christoferson Group LLC | 59,056 | $5.13M | 1.62% | −440−0.7% | Reduced |
| Lyell Wealth Management, LP | 58,808 | $5.11M | 0.81% | −8,864−13.1% | Reduced |
| Adams Diversified Equity Fund, Inc. | 58,800 | $5.11M | 0.24% | +58,800 | New |
| Sawgrass Asset Management LLC | 58,695 | $5.10M | 0.70% | −2,433−4.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 58,660 | $5.10M | 0.51% | −10,302−14.9% | Reduced |
| Marex Group plc | 58,481 | $5.08M | 0.72% | +58,481 | New |
| Argent Trust Co | 58,210 | $5.06M | 0.33% | −4,549−7.2% | Reduced |
| City Holding Co | 58,192 | $5.06M | 0.94% | −985−1.7% | Reduced |
| Sand Hill Global Advisors, LLC | 58,140 | $5.05M | 0.29% | +1,015+1.8% | Added |
| Sonora Investment Management Group, LLC | 58,117 | $5.05M | 0.46% | +6,370+12.3% | Added |
| Sompo Asset Management Co., Ltd. | 57,800 | $5.02M | 1.15% | +6,500+12.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 57,754 | $5.02M | 2.16% | +345+0.6% | Added |
| Morningstar Investment Management LLC | 57,736 | $5.02M | 0.85% | +57,736 | New |
| Nippon Life Global Investors Americas, Inc. | 57,600 | $5.00M | 0.33% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 57,138 | $4.96M | 0.13% | −10,573−15.6% | Reduced |
| Kinneret Advisory, LLC | 57,080 | $4.96M | 0.66% | +5,058+9.7% | Added |
| Logan Capital Management Inc | 57,080 | $4.96M | 0.26% | +21,366+59.8% | Added |
| Fagan Associates, Inc. | 56,901 | $4.94M | 1.32% | +661+1.2% | Added |
| Brown Brothers Harriman & Co | 56,779 | $4.93M | 0.04% | −14,054−19.8% | Reduced |
| Columbia Asset Management | 56,754 | $4.93M | 1.21% | −1,150−2.0% | Reduced |
| Leavell Investment Management, Inc. | 56,454 | $4.91M | 0.37% | −394−0.7% | Reduced |
| HB Wealth Management, LLC | 56,326 | $4.89M | 0.09% | +4,625+8.9% | Added |
| FAI Wealth Management | 56,302 | $4.89M | 4.54% | −787−1.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 56,236 | $4.89M | 0.02% | +10,994+24.3% | Added |
| Toroso Investments, LLC | 56,177 | $4.88M | 0.19% | −679−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 56,168 | $4.88M | 0.16% | +28,600+103.7% | Added |
| Harbor Advisors LLC | 56,138 | $4.88M | 1.22% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 55,881 | $4.85M | 0.43% | +22,829+69.1% | Added |
| Sowell Financial Services LLC | 55,819 | $4.85M | 0.31% | +8,496+18.0% | Added |
| Levin Capital Strategies, L.P. | 55,800 | $4.85M | 0.66% | +6,688+13.6% | Added |
| GWM Advisors LLC | 93,292 | $4.84M | 0.13% | +2,793+3.1% | Added |
| International Assets Investment Management, LLC | 55,681 | $4.84M | 0.50% | +22,095+65.8% | Added |
| Atwater Malick LLC | 55,657 | $4.84M | 2.38% | +3,135+6.0% | Added |
| CWM, LLC | 55,607 | $4.83M | 0.04% | −13,419−19.4% | Reduced |
| Tamar Securities, LLC | 55,522 | $4.82M | 1.53% | −11,264−16.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 55,516 | $4.82M | 1.20% | −1,746−3.0% | Reduced |
| Toth Financial Advisory Corp | 55,453 | $4.82M | 0.78% | −2,268−3.9% | Reduced |
| First National Trust Co | 55,447 | $4.82M | 0.25% | −1,410−2.5% | Reduced |
| River Wealth Advisors LLC | 55,417 | $4.81M | 0.93% | −751−1.3% | Reduced |
| Janney Capital Management LLC | 55,332 | $4.81M | 0.34% | −12,972−19.0% | Reduced |
| Courier Capital LLC | 55,228 | $4.80M | 0.55% | +35+0.1% | Added |
| Capital Investment Advisors, LLC | 55,201 | $4.80M | 0.15% | −4,380−7.4% | Reduced |
| Hoylecohen, LLC | 55,188 | $4.79M | 0.48% | −1,176−2.1% | Reduced |
| Wealthfront Advisers LLC | 55,123 | $4.79M | 0.02% | −61,796−52.9% | Reduced |
| Capstone Investment Advisors, LLC | 54,669 | $4.75M | 0.13% | −75,286−57.9% | Reduced |
| Graypoint LLC | 54,512 | $4.74M | 0.57% | −6,575−10.8% | Reduced |
| Global Retirement Partners, LLC | 54,051 | $4.70M | 0.32% | +4,095+8.2% | Added |
| Van Den Berg Management I, Inc | 53,976 | $4.69M | 1.75% | +2,982+5.8% | Added |
| Cozad Asset Management Inc | 53,691 | $4.66M | 0.66% | +30,119+127.8% | Added |
| Karpas Strategies, LLC | 53,459 | $4.64M | 1.63% | −110.0% | Reduced |
| Talbot Financial, LLC | 53,341 | $4.63M | 0.95% | +53,341 | New |
| Signaturefd, LLC | 53,269 | $4.63M | 0.14% | −1,636−3.0% | Reduced |
| BTC Capital Management, Inc. | 52,650 | $4.62M | 0.56% | −2,561−4.6% | Reduced |
| Strategy Asset Managers LLC | 53,203 | $4.62M | 1.17% | −460−0.9% | Reduced |
| Means Investment Co., Inc. | 52,993 | $4.60M | 0.92% | −275−0.5% | Reduced |
| Lafayette Investments, Inc. | 52,966 | $4.60M | 1.29% | −500−0.9% | Reduced |
| NBT Bank N A | 52,830 | $4.59M | 0.67% | +547+1.0% | Added |
| Schmidt P J Investment Management Inc | 52,818 | $4.59M | 1.04% | −4,983−8.6% | Reduced |
| Everence Capital Management Inc | 52,802 | $4.59M | 0.40% | +4,430+9.2% | Added |
| Van Strum & Towne Inc. | 52,759 | $4.58M | 1.97% | +259+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 52,737 | $4.58M | 0.23% | −1,756−3.2% | Reduced |
| Sara-Bay Financial | 52,743 | $4.58M | 2.58% | −150.0% | Reduced |
| Kempner Capital Management Inc. | 52,729 | $4.58M | 2.78% | −247−0.5% | Reduced |
| Covington Investment Advisors Inc. | 52,669 | $4.58M | 1.09% | −18,728−26.2% | Reduced |
| Pallas Capital Advisors LLC | 44,121 | $4.57M | 0.46% | −17,428−28.3% | Reduced |
| Spinnaker Trust | 52,508 | $4.56M | 0.36% | −1,826−3.4% | Reduced |
| Walter Public Investments Inc. | 52,186 | $4.53M | 1.51% | −32,766−38.6% | Reduced |
| Bank of the West | 52,140 | $4.53M | 0.53% | −1,378−2.6% | Reduced |
| Fulton Bank, N.A. | 52,043 | $4.52M | 0.25% | −3,199−5.8% | Reduced |
| Winslow Asset Management Inc | 51,833 | $4.50M | 1.07% | −51−0.1% | Reduced |
| WoodTrust Financial Corp | 51,739 | $4.50M | 0.93% | −12,745−19.8% | Reduced |
| Key Financial Inc | 47,443 | $4.48M | 2.11% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 51,026 | $4.43M | 2.45% | +2,186+4.5% | Added |