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; 2,947 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, Q1 2023
Institutional positions in Walt Disney Co as of Mar 31, 2023. 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
- 3,077
- +137 vs. Q4 2022
- Shares held
- 1.19B
- +38.5M (+3.3%) vs. Q4 2022
- Total value
- $116.4B
- +$16.1B (+16.1%) vs. Q4 2022
- New holders
- 260
- 1,305 more added
- Sold out
- 123
- 1,220 more reduced
56 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,947 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 33,243 | $0 | 0.00% | +33,243 | New |
| Silicon Valley Capital Partners | 1 | $71 | 0.00% | −400−99.8% | Reduced |
| USA Financial Portformulas Corp | 2 | $200 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 6 | $601 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 7,620 | $773 | 0.03% | +5,798+318.2% | Added |
| Resources Management Corp | 500 | $1.00K | 0.00% | −40,095−98.8% | Reduced |
| Tacita Capital Inc | 10 | $1.00K | 0.00% | −2,600−99.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 14 | $1.40K | 0.00% | −27−65.9% | Reduced |
| Cedar Wealth Management, LLC | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 19 | $1.90K | 0.00% | +10+111.1% | Added |
| Eukles Asset Management | 22 | $2.20K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 32 | $3.21K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 37 | $3.71K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 38 | $3.81K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 41 | $4.11K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 44 | $4.41K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 46 | $4.61K | 0.00% | −9−16.4% | Reduced |
| PayPay Securities Corp | 48 | $4.81K | 0.32% | −23−32.4% | Reduced |
| Horrell Capital Management, Inc. | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 44 | $5.00K | 0.00% | +34+340.0% | Added |
| Clear Investment Research, LLC | 51 | $5.11K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 54 | $5.41K | 0.00% | 00.0% | Unchanged |
| Trust Co | 55 | $5.51K | 0.00% | −14−20.3% | Reduced |
| Worth Asset Management, LLC | 56 | $5.61K | 0.00% | −73−56.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 69 | $6.91K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 80 | $8.01K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 83 | $8.31K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $10.0K | 0.01% | +25+33.3% | Added |
| Insight Financial Services | 102 | $10.2K | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 106 | $10.6K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 107 | $11.0K | 0.00% | +1+0.9% | Added |
| Syverson Strege & Co | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 111 | $11.2K | 0.01% | +111 | New |
| Goodman Advisory Group, LLC | 116 | $11.6K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 366 | $12.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 117 | $12.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 116 | $12.0K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 87 | $12.0K | 0.01% | −245−73.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 129 | $12.7K | 0.01% | +129 | New |
| Schubert & Co | 127 | $12.7K | 0.01% | +51+67.1% | Added |
| Kessler Investment Group, LLC | 127 | $12.7K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 80 | $13.2K | 0.01% | −120−60.0% | Reduced |
| Cypress Capital Management LLC (WY) | 137 | $13.7K | 0.02% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 142 | $14.2K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 141 | $15.0K | 0.00% | +50+54.9% | Added |
| Adirondack Retirement Specialists, Inc. | 153 | $15.2K | 0.01% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 155 | $15.5K | 0.02% | +155 | New |
| RE Dickinson Investment Advisors, LLC | 162 | $16.0K | 0.01% | +25+18.2% | Added |
| Macroview Investment Management LLC | 165 | $16.5K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 180 | $18.1K | 0.02% | −30−14.3% | Reduced |
| Nordwand Advisors, LLC | 192 | $19.2K | 0.00% | +192 | New |
| GoalVest Advisory LLC | 197 | $19.7K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 203 | $20.3K | 0.01% | +97+91.5% | Added |
| Pointe Capital Management LLC | 220 | $22.0K | 0.02% | +220 | New |
| TD Ameritrade Investment Management, LLC | 228 | $23.0K | 0.00% | −101−30.7% | Reduced |
| Iron Horse Wealth Management, LLC | 230 | $23.0K | 0.01% | −12−5.0% | Reduced |
| MB, Levis & Associates, LLC | 234 | $23.4K | 0.02% | +109+87.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 241 | $24.2K | 0.02% | −118−32.9% | Reduced |
| Financial Connections Group, Inc. | 263 | $26.0K | 0.02% | −74−22.0% | Reduced |
| Baldrige Asset Management LLC | 263 | $26.0K | 0.01% | +25+10.5% | Added |
| Ashburton (Jersey) Ltd | 270 | $27.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 275 | $27.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 271 | $27.0K | 0.01% | +31+12.9% | Added |
| Ogorek Anthony Joseph | 270 | $27.0K | 0.01% | +270 | New |
| Dark Forest Capital Management LP | 279 | $27.9K | 0.01% | +279 | New |
| Richard W. Paul & Associates, LLC | 280 | $28.0K | 0.01% | −1,000−78.1% | Reduced |
| Joseph Group Capital Management | 300 | $30.0K | 0.03% | −11,971−97.6% | Reduced |
| TD Capital Management LLC | 310 | $31.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 319 | $31.9K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 335 | $33.5K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 349 | $34.9K | 0.00% | +19+5.8% | Added |
| Marquette Asset Management, LLC | 350 | $35.0K | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 398 | $39.9K | 0.01% | −5,359−93.1% | Reduced |
| Coston, McIsaac & Partners | 407 | $40.0K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 407 | $40.8K | 0.04% | 00.0% | Unchanged |
| WFA Asset Management Corp | 421 | $42.2K | 0.03% | −172−29.0% | Reduced |
| Core Wealth Advisors, Inc. | 423 | $42.4K | 0.02% | +34+8.7% | Added |
| Bell Investment Advisors, Inc | 442 | $44.3K | 0.01% | +127+40.3% | Added |
| Fortis Capital Advisors, LLC | 450 | $45.1K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 478 | $47.9K | 0.06% | −4,372−90.1% | Reduced |
| Graham Capital Wealth Management, LLC | 486 | $48.7K | 0.07% | +486 | New |
| Aspire Private Capital, LLC | 495 | $49.6K | 0.02% | −1,720−77.7% | Reduced |
| EMC Capital Management | 500 | $50.0K | 0.04% | −1,000−66.7% | Reduced |
| Equitec Proprietary Markets, LLC | 500 | $50.1K | 0.05% | 00.0% | Unchanged |
| Solstein Capital, LLC | 519 | $52.0K | 0.05% | 00.0% | Unchanged |
| Kalos Management, Inc. | 520 | $52.1K | 0.10% | +520 | New |
| Ahrens Investment Partners LLC | 522 | $52.3K | 0.03% | +522 | New |
| Koesten, Hirschmann & Crabtree, INC. | 531 | $53.2K | 0.04% | −1−0.2% | Reduced |
| Horizon Bancorp Inc | 540 | $54.0K | 0.03% | +15+2.9% | Added |
| Gould Capital, LLC | 545 | $54.6K | 0.04% | +50+10.1% | Added |
| Carolina Wealth Advisors, LLC | 545 | $54.6K | 0.03% | +101+22.7% | Added |
| Worm Capital, LLC | 570 | $57.1K | 0.05% | −277−32.7% | Reduced |