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, 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 | 2,948 | $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, 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 |
|---|---|---|---|---|---|
| Coastwise Capital Group, LLC | 5,151 | $515.8K | 0.59% | +95+1.9% | Added |
| Interchange Capital Partners, LLC | 5,168 | $517.5K | 0.28% | +2,288+79.4% | Added |
| TCI Wealth Advisors, Inc. | 5,179 | $518.6K | 0.07% | −236−4.4% | Reduced |
| Wealth Management Associates, Inc. | 5,186 | $519.2K | 0.32% | +1,038+25.0% | Added |
| Aire Advisors, LLC | 5,186 | $519.3K | 0.15% | −951−15.5% | Reduced |
| Monetary Management Group Inc | 5,200 | $520.7K | 0.15% | 00.0% | Unchanged |
| CastleKnight Management LP | 5,200 | $520.7K | 0.13% | +5,200 | New |
| Virtue Capital Management, LLC | 5,397 | $521.4K | 0.09% | −101−1.8% | Reduced |
| Twelve Points Wealth Management LLC | 5,222 | $522.9K | 0.30% | +152+3.0% | Added |
| Baystate Wealth Management LLC | 5,257 | $526.4K | 0.05% | −721−12.1% | Reduced |
| Hall Capital Management Co Inc | 5,259 | $526.6K | 0.31% | −891−14.5% | Reduced |
| WealthPLAN Partners, LLC | 5,261 | $526.8K | 0.06% | −496−8.6% | Reduced |
| ETF Managers Group, LLC | 5,262 | $526.9K | 0.02% | +78+1.5% | Added |
| Latitude Advisors, LLC | 5,279 | $528.6K | 0.38% | −26−0.5% | Reduced |
| Maple Capital Management, Inc. | 5,302 | $530.9K | 0.06% | −74−1.4% | Reduced |
| United Bank | 5,303 | $531.0K | 0.07% | +61+1.2% | Added |
| Inspirion Wealth Advisors, LLC | 5,304 | $531.1K | 0.11% | −40−0.7% | Reduced |
| TCG Advisory Services, LLC | 5,309 | $531.6K | 0.11% | +2,602+96.1% | Added |
| Global Strategic Investment Solutions, LLC | 5,313 | $532.0K | 0.08% | −424−7.4% | Reduced |
| Conway Capital Management, Inc. | 5,317 | $532.4K | 0.44% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,323 | $533.0K | 0.54% | −2,794−34.4% | Reduced |
| Boit C F David | 5,400 | $533.3K | 0.36% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 5,337 | $534.4K | 0.38% | +50+0.9% | Added |
| Sigma Investment Counselors Inc | 5,356 | $536.3K | 0.04% | +447+9.1% | Added |
| Parkside Financial Bank & Trust | 5,361 | $536.8K | 0.14% | +311+6.2% | Added |
| Neumann Capital Management, LLC | 5,364 | $537.1K | 0.24% | 00.0% | Unchanged |
| Argent Capital Management LLC | 5,380 | $538.7K | 0.02% | −205−3.7% | Reduced |
| Paragon Private Wealth Management, LLC | 5,381 | $538.8K | 0.45% | −98−1.8% | Reduced |
| Kesler, Norman & Wride, LLC | 5,385 | $539.3K | 0.14% | −180−3.2% | Reduced |
| Armstrong Advisory Group, Inc | 5,394 | $540.1K | 0.06% | −437−7.5% | Reduced |
| Pinnacle Bancorp, Inc. | 5,402 | $540.9K | 0.20% | +16+0.3% | Added |
| Venator Management LLC | 5,400 | $541.0K | 0.22% | −12,510−69.8% | Reduced |
| Castle Rock Wealth Management, LLC | 5,314 | $541.6K | 0.19% | −150−2.7% | Reduced |
| Alps Advisors Inc | 5,423 | $543.0K | 0.00% | −1,154−17.5% | Reduced |
| Plancorp, LLC | 5,426 | $543.3K | 0.03% | +394+7.8% | Added |
| Jarislowsky, Fraser Ltd | 5,460 | $546.7K | 0.00% | −1,070−16.4% | Reduced |
| Jump Financial, LLC | 5,470 | $547.7K | 0.02% | +1,160+26.9% | Added |
| Fox Run Management, L.L.C. | 5,483 | $549.0K | 0.18% | −2,419−30.6% | Reduced |
| Carson Advisory Inc. | 5,498 | $550.5K | 0.49% | −465−7.8% | Reduced |
| Silver Oak Securities, Inc | 5,507 | $551.0K | 0.09% | −443−7.4% | Reduced |
| Consilium Wealth Advisory, LLC | 5,517 | $552.4K | 0.47% | −381−6.5% | Reduced |
| TRUE Private Wealth Advisors | 5,527 | $553.5K | 0.08% | −295−5.1% | Reduced |
| Morton Capital Management LLC | 5,535 | $554.2K | 0.20% | −936−14.5% | Reduced |
| PAX Financial Group, LLC | 5,550 | $555.7K | 0.13% | −263−4.5% | Reduced |
| DF Dent & Co Inc | 5,589 | $559.6K | 0.01% | +1,512+37.1% | Added |
| Mark Stevens | 5,590 | $559.7K | 0.07% | +146+2.7% | Added |
| waypoint wealth counsel | 5,594 | $560.2K | 0.43% | −246−4.2% | Reduced |
| Crewe Advisors LLC | 5,595 | $560.2K | 0.08% | +305+5.8% | Added |
| Advisory Alpha, LLC | 5,602 | $560.9K | 0.04% | +8+0.1% | Added |
| LSV Asset Management | 5,600 | $561.0K | 0.00% | 00.0% | Unchanged |
| Sun Life Financial INC | 5,634 | $562.4K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,619 | $562.7K | 0.16% | +1,090+24.1% | Added |
| Plante Moran Financial Advisors, LLC | 5,627 | $563.4K | 0.08% | −836−12.9% | Reduced |
| Mirador Capital Partners LP | 5,638 | $564.5K | 0.13% | −25,334−81.8% | Reduced |
| Roman Butler Fullerton & Co | 5,773 | $565.8K | 0.28% | −350−5.7% | Reduced |
| Hedges Asset Management LLC | 5,660 | $566.7K | 0.48% | +1,000+21.5% | Added |
| Advus Financial Partners, LLC | 5,668 | $567.6K | 0.23% | +248+4.6% | Added |
| Bluesphere Advisors, LLC | 5,687 | $569.4K | 0.47% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 5,713 | $572.0K | 0.01% | +300+5.5% | Added |
| Visionary Wealth Advisors | 5,729 | $573.7K | 0.05% | +295+5.4% | Added |
| Athena Investment Management | 5,739 | $574.6K | 0.41% | +275+5.0% | Added |
| Flynn Zito Capital Management, LLC | 5,739 | $574.7K | 0.42% | +52+0.9% | Added |
| Global Financial Private Client, LLC | 5,763 | $574.9K | 0.30% | −5−0.1% | Reduced |
| Wealth Management Partners, LLC | 5,779 | $578.7K | 0.40% | −221−3.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 5,957 | $579.0K | 0.01% | −30−0.5% | Reduced |
| Tran Capital Management, L.P. | 5,787 | $579.5K | 0.07% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5,788 | $579.6K | 0.55% | −555−8.7% | Reduced |
| Wilkins Investment Counsel Inc | 5,800 | $581.0K | 0.15% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 5,810 | $581.8K | 0.01% | −45−0.8% | Reduced |
| Equitable Trust Co | 5,820 | $582.8K | 0.05% | −1,016−14.9% | Reduced |
| Oxford Financial Group Ltd | 5,822 | $583.0K | 0.07% | −713−10.9% | Reduced |
| Community Bank of Raymore | 5,857 | $586.5K | 0.22% | +660+12.7% | Added |
| Financial Perspectives, Inc | 5,867 | $587.5K | 0.28% | +50+0.9% | Added |
| Addison Advisors LLC | 5,881 | $588.9K | 0.33% | +167+2.9% | Added |
| Old North State Trust, LLC | 5,886 | $589.0K | 0.41% | −43−0.7% | Reduced |
| Harvest Volatility Management LLC | 6,007 | $589.3K | 0.12% | −557−8.5% | Reduced |
| Trustmark National Bank Trust Department | 5,894 | $590.2K | 0.05% | −850−12.6% | Reduced |
| Sentry LLC | 5,914 | $592.2K | 0.14% | +5,914 | New |
| Crawford Investment Counsel Inc | 5,919 | $592.7K | 0.01% | −225−3.7% | Reduced |
| Centurion Wealth Management LLC | 5,927 | $593.4K | 0.30% | +297+5.3% | Added |
| S.E.E.D. Planning Group LLC | 5,929 | $593.7K | 0.23% | −344−5.5% | Reduced |
| Tiemann Investment Advisors, LLC | 5,937 | $594.5K | 0.32% | +120+2.1% | Added |
| Waterfront Wealth Inc. | 5,958 | $596.6K | 0.19% | −584−8.9% | Reduced |
| Botty Investors LLC | 5,965 | $597.3K | 0.26% | −10,171−63.0% | Reduced |
| FourThought Financial Partners, LLC | 5,980 | $598.8K | 0.08% | −18,412−75.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,982 | $599.0K | 0.06% | +1,519+34.0% | Added |
| Regents of the University of California | 6,000 | $600.8K | 0.11% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | – | $600.8K | 0.08% | – | New |
| KRS Capital Management, LLC | 6,001 | $600.9K | 0.68% | −85−1.4% | Reduced |
| Curi Capital | 6,011 | $601.8K | 0.09% | −231−3.7% | Reduced |
| Crescent Sterling, Ltd. | 6,014 | $602.2K | 0.59% | +612+11.3% | Added |
| Mason & Associates Inc | 6,038 | $604.6K | 0.18% | +918+17.9% | Added |
| Keeley-Teton Advisors, LLC | 6,039 | $604.7K | 0.07% | −177−2.8% | Reduced |
| River Street Advisors LLC | 6,044 | $605.2K | 0.60% | +128+2.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 6,048 | $605.5K | 0.16% | +292+5.1% | Added |
| Veracity Capital LLC | 6,050 | $605.7K | 0.28% | +58+1.0% | Added |
| First Pacific Financial | 6,050 | $605.8K | 0.28% | −129−2.1% | Reduced |
| Legacy Financial Advisors, Inc. | 6,062 | $607.0K | 0.12% | +468+8.4% | Added |
| Altus Wealth Group LLC | 6,064 | $607.2K | 0.41% | +40+0.7% | Added |
| Phocas Financial Corp. | 6,067 | $607.5K | 0.09% | −65−1.1% | Reduced |