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 |
|---|---|---|---|---|---|
| Boenning & Scattergood, Inc. | 32,319 | $4.43M | 0.71% | −7,526−18.9% | Reduced |
| Oak Family Advisors, LLC | 50,979 | $4.43M | 2.37% | +949+1.9% | Added |
| Eagle Global Advisors LLC | 50,896 | $4.42M | 0.30% | −2,776−5.2% | Reduced |
| Legal Advantage Investments, Inc. | 50,867 | $4.42M | 3.63% | +200+0.4% | Added |
| Marietta Wealth Management, LLC | 50,807 | $4.41M | 1.00% | −5,528−9.8% | Reduced |
| Koshinski Asset Management, Inc. | 50,786 | $4.41M | 0.43% | −1,623−3.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 50,767 | $4.41M | 1.06% | −1,734−3.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 50,608 | $4.40M | 0.54% | −1,466−2.8% | Reduced |
| Citizens National Bank Trust Department | 50,509 | $4.39M | 1.24% | −1,680−3.2% | Reduced |
| Great Lakes Advisors, LLC | 399,564 | $4.38M | 0.25% | −49,413−11.0% | Reduced |
| Schnieders Capital Management LLC | 50,432 | $4.38M | 1.00% | −3,080−5.8% | Reduced |
| Perennial Advisors, LLC | 50,311 | $4.37M | 1.39% | −745−1.5% | Reduced |
| Fragasso Group Inc. | 50,287 | $4.37M | 0.51% | +943+1.9% | Added |
| Freestone Capital Holdings, LLC | 50,166 | $4.36M | 0.20% | −4,162−7.7% | Reduced |
| Power Corp of Canada | 49,996 | $4.34M | 0.78% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 49,975 | $4.34M | 0.32% | −1,086−2.1% | Reduced |
| LVM Capital Management Ltd | 49,897 | $4.33M | 0.63% | +1,526+3.2% | Added |
| Clearstead Advisors, LLC | 49,734 | $4.32M | 0.34% | −207−0.4% | Reduced |
| South State Corp. | 49,669 | $4.32M | 0.40% | −3,109−5.9% | Reduced |
| Bessemer Group Inc | 49,631 | $4.31M | 0.01% | −2,262−4.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 49,291 | $4.28M | 0.64% | −2,261−4.4% | Reduced |
| Belpointe Asset Management LLC | 49,216 | $4.28M | 0.26% | +11,314+29.9% | Added |
| Exchange Capital Management, Inc. | 49,187 | $4.27M | 0.94% | +413+0.8% | Added |
| Seeyond | 49,156 | $4.27M | 0.41% | +7,410+17.8% | Added |
| Northwest Bancshares, Inc. | 49,087 | $4.26M | 0.86% | +13,579+38.2% | Added |
| Buckhead Capital Management LLC | 48,787 | $4.24M | 1.02% | +228+0.5% | Added |
| Integrated Wealth Concepts LLC | 48,773 | $4.24M | 0.12% | −16,221−25.0% | Reduced |
| Americana Partners, LLC | 48,799 | $4.23M | 0.73% | −9,722−16.6% | Reduced |
| Wolverine Asset Management LLC | 48,559 | $4.22M | 0.06% | +41,078+549.1% | Added |
| Empowered Funds, LLC | 48,535 | $4.22M | 0.28% | +39,284+424.6% | Added |
| Essex Investment Management Co LLC | 48,530 | $4.22M | 0.66% | −20,753−30.0% | Reduced |
| Empirical Finance, LLC | 48,519 | $4.22M | 0.44% | +4,215+9.5% | Added |
| Ameritas Advisory Services, LLC | 48,466 | $4.21M | 0.20% | +7,323+17.8% | Added |
| Trust Co of Toledo NA | 48,307 | $4.20M | 0.79% | −880−1.8% | Reduced |
| HAP Trading, LLC | 48,302 | $4.20M | 0.69% | −21,089−30.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 48,177 | $4.19M | 0.23% | +1,052+2.2% | Added |
| Simmons Bank | 48,170 | $4.19M | 0.36% | −903−1.8% | Reduced |
| Synergy Financial Management, LLC | 48,113 | $4.18M | 1.07% | +45,602+1,816.1% | Added |
| Independent Investors Inc | 48,040 | $4.17M | 1.16% | −898−1.8% | Reduced |
| Telemus Capital, LLC | 44,403 | $4.17M | 0.38% | −31,031−41.1% | Reduced |
| Princeton Capital Management LLC | 47,978 | $4.17M | 1.85% | −10,017−17.3% | Reduced |
| Siemens Fonds Invest GmbH | 47,964 | $4.17M | 0.42% | −1,254−2.5% | Reduced |
| Yarbrough Capital, LLC | 47,781 | $4.15M | 0.33% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 47,213 | $4.10M | 0.97% | +1,312+2.9% | Added |
| Advisor Partners II, LLC | 47,143 | $4.10M | 0.25% | −27,802−37.1% | Reduced |
| Highland Capital Management, LLC | 47,064 | $4.09M | 0.29% | −2,095−4.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 46,966 | $4.08M | 0.18% | −7,955−14.5% | Reduced |
| Asset Advisors Investment Management, LLC | 46,874 | $4.07M | 0.54% | −10,625−18.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 46,858 | $4.07M | 4.96% | +316+0.7% | Added |
| Altrafin AG | 46,294 | $4.02M | 2.36% | +3,125+7.2% | Added |
| Hudson Valley Investment Advisors Inc | 46,241 | $4.02M | 0.61% | +1,596+3.6% | Added |
| Beech Hill Advisors, Inc. | 46,070 | $4.00M | 2.22% | −245−0.5% | Reduced |
| Shufro Rose & Co LLC | 46,038 | $4.00M | 0.34% | −2,528−5.2% | Reduced |
| Schwerin Boyle Capital Management Inc | 45,950 | $3.99M | 0.40% | −275−0.6% | Reduced |
| Sycomore Asset Management | 45,300 | $3.99M | 1.10% | +24,400+116.7% | Added |
| Eagle Rock Investment Company, LLC | 41,354 | $3.98M | 0.92% | +41,354 | New |
| First Western Trust Bank | 45,632 | $3.96M | 0.23% | +1,548+3.5% | Added |
| Beta Wealth Group, Inc. | 45,543 | $3.96M | 2.66% | +3,760+9.0% | Added |
| Cubic Asset Management, LLC | 45,368 | $3.94M | 1.13% | −3,393−7.0% | Reduced |
| Chapman Investment Management, LLC | 45,337 | $3.94M | 3.59% | −7,104−13.5% | Reduced |
| Illinois Municipal Retirement Fund | 45,186 | $3.93M | 0.09% | 00.0% | Unchanged |
| Meyer Handelman Co | 45,156 | $3.92M | 0.16% | +2,275+5.3% | Added |
| Costello Asset Management, INC | 44,964 | $3.91M | 3.52% | +32,611+264.0% | Added |
| Ar Asset Management Inc | 44,715 | $3.88M | 1.10% | −9,200−17.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 44,580 | $3.87M | 2.13% | +4,188+10.4% | Added |
| HM Payson & Co | 44,486 | $3.86M | 0.10% | −5,427−10.9% | Reduced |
| Novare Capital Management LLC | 44,224 | $3.84M | 0.45% | +4,356+10.9% | Added |
| swisspartners Advisors Ltd | 44,078 | $3.83M | 3.42% | −935−2.1% | Reduced |
| Cipher Capital LP | 44,067 | $3.83M | 0.72% | +10,467+31.2% | Added |
| BKD Wealth Advisors, LLC | 43,963 | $3.82M | 0.13% | −5,548−11.2% | Reduced |
| IHT Wealth Management, LLC | 43,882 | $3.81M | 0.24% | −1,374−3.0% | Reduced |
| Bard Financial Services, Inc. | 43,820 | $3.81M | 0.32% | −5,410−11.0% | Reduced |
| Dynamic Advisor Solutions LLC | 43,637 | $3.79M | 0.26% | +598+1.4% | Added |
| Fiduciary Alliance LLC | 43,515 | $3.78M | 0.98% | +43,515 | New |
| GHP Investment Advisors, Inc. | 43,471 | $3.78M | 0.26% | −6,264−12.6% | Reduced |
| Parallel Advisors, LLC | 43,331 | $3.76M | 0.16% | −4,712−9.8% | Reduced |
| Annex Advisory Services, LLC | 43,295 | $3.76M | 0.21% | +783+1.8% | Added |
| Vestcor Inc | 43,247 | $3.76M | 0.14% | +336+0.8% | Added |
| Merit Financial Group, LLC | 43,150 | $3.75M | 0.14% | −1,588−3.5% | Reduced |
| Hunter Associates Investment Management LLC | 43,039 | $3.74M | 0.90% | −662−1.5% | Reduced |
| Evoke Wealth, LLC | 68,852 | $3.74M | 0.14% | +27,310+65.7% | Added |
| Cresset Asset Management, LLC | 59,789 | $3.74M | 0.05% | −11,198−15.8% | Reduced |
| Allworth Financial LP | 42,988 | $3.73M | 0.04% | −11,036−20.4% | Reduced |
| Institute for Wealth Management, LLC. | 42,872 | $3.72M | 0.79% | +7,533+21.3% | Added |
| Force Hill Capital Management LP | 42,785 | $3.72M | 1.44% | −41,700−49.4% | Reduced |
| IPG Investment Advisors LLC | 42,754 | $3.71M | 1.04% | +13,762+47.5% | Added |
| HBW Advisory Services LLC | 42,729 | $3.71M | 0.99% | +4,845+12.8% | Added |
| Wallington Asset Management, LLC | 42,652 | $3.71M | 0.80% | +603+1.4% | Added |
| Caas Capital Management LP | 42,651 | $3.71M | 0.71% | +29,051+213.6% | Added |
| Cambridge Trust Co | 42,609 | $3.70M | 0.17% | −76,859−64.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 42,591 | $3.70M | 0.50% | +3,330+8.5% | Added |
| Rice Partnership, LLC | 42,505 | $3.69M | 1.17% | −3,455−7.5% | Reduced |
| Hyman Charles D | 42,449 | $3.69M | 0.25% | +1,668+4.1% | Added |
| RNC Capital Management LLC | 42,089 | $3.66M | 0.20% | −6,244−12.9% | Reduced |
| Goelzer Investment Management, Inc. | 42,061 | $3.65M | 0.31% | −1,055−2.4% | Reduced |
| Bank of Nova Scotia Trust Co | 41,994 | $3.65M | 0.40% | −443−1.0% | Reduced |
| Bridge Creek Capital Management LLC | 41,928 | $3.64M | 1.42% | +952+2.3% | Added |
| Madison Wealth Management | 41,917 | $3.64M | 0.83% | −1,728−4.0% | Reduced |
| Achmea Investment Management B.V. | 44,572 | $3.63M | 0.12% | +501+1.1% | Added |
| Hartford Financial Management Inc. | 41,676 | $3.62M | 0.96% | −3,572−7.9% | Reduced |