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 |
|---|---|---|---|---|---|
| Foster Group, Inc. | 6,070 | $607.8K | 0.04% | +114+1.9% | Added |
| Beaumont Asset Management, L.L.C. | 6,075 | $608.3K | 0.45% | −103−1.7% | Reduced |
| Wellington Shields Capital Management, LLC | 6,088 | $609.6K | 0.07% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 6,088 | $610.0K | 0.08% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 6,093 | $610.1K | 0.13% | −77−1.2% | Reduced |
| Wallace Advisory Group, LLC | 6,096 | $610.4K | 0.46% | +1,928+46.3% | Added |
| Verdence Capital Advisors LLC | 6,121 | $612.9K | 0.07% | −592−8.8% | Reduced |
| WNY Asset Management, LLC | 6,130 | $613.8K | 0.15% | −28−0.5% | Reduced |
| QP Wealth Management, LLC | 6,146 | $615.4K | 1.01% | +1,940+46.1% | Added |
| Viewpoint Capital Management LLC | 6,159 | $616.7K | 0.55% | −175−2.8% | Reduced |
| Canvas Wealth Advisors, LLC | 6,176 | $617.2K | 0.26% | −724−10.5% | Reduced |
| Prelude Capital Management, LLC | 6,169 | $617.7K | 0.04% | −4,771−43.6% | Reduced |
| Delta Investment Management, LLC | 6,174 | $618.2K | 0.18% | −20−0.3% | Reduced |
| Lifeworks Advisors, LLC | 6,186 | $619.4K | 0.29% | +430+7.5% | Added |
| ProVise Management Group, LLC | 6,206 | $621.5K | 0.06% | −703−10.2% | Reduced |
| Allstate Corp | 6,232 | $624.0K | 0.05% | −72,267−92.1% | Reduced |
| Ted Buchan & Co | 6,238 | $624.6K | 0.52% | +6,238 | New |
| Detalus Advisors, LLC | 6,257 | $626.5K | 0.30% | +68+1.1% | Added |
| Tru Independence Asset Management 2, LLC | 6,265 | $627.3K | 0.63% | +6,265 | New |
| Milestone Asset Management, LLC | 6,301 | $630.9K | 0.36% | +24+0.4% | Added |
| Vicus Capital | 6,310 | $631.8K | 0.07% | −319−4.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,316 | $632.4K | 0.16% | +483+8.3% | Added |
| Avenir Corp | 6,320 | $632.8K | 0.06% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 6,322 | $633.0K | 0.17% | +341+5.7% | Added |
| Summit Financial Strategies, Inc. | 6,332 | $634.0K | 0.12% | −48−0.8% | Reduced |
| Whitener Capital Management, Inc. | 6,335 | $634.3K | 0.27% | −1,175−15.6% | Reduced |
| Optas, LLC | 6,343 | $635.1K | 0.23% | −245−3.7% | Reduced |
| Diversified, LLC | 6,348 | $635.7K | 0.23% | +48+0.8% | Added |
| Ledyard National Bank | 6,361 | $636.9K | 0.07% | −143−2.2% | Reduced |
| Spinnaker Investment Group, LLC | 6,368 | $637.7K | 0.22% | +333+5.5% | Added |
| Acorn Wealth Advisors, LLC | 6,394 | $640.2K | 0.47% | +764+13.6% | Added |
| Palogic Value Management, L.P. | 6,399 | $640.7K | 0.31% | +624+10.8% | Added |
| Eclectic Associates Inc | 6,404 | $641.2K | 0.33% | −4−0.1% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 6,406 | $641.4K | 0.61% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 6,406 | $641.4K | 0.48% | −29−0.5% | Reduced |
| Cape Ann Savings Bank | 6,423 | $643.1K | 0.45% | −158−2.4% | Reduced |
| Pittenger & Anderson Inc | 6,433 | $644.1K | 0.03% | +247+4.0% | Added |
| Cornerstone National Bank & Trust Co | 6,437 | $644.5K | 0.35% | −54−0.8% | Reduced |
| American Money Management, LLC | 6,442 | $645.0K | 0.17% | −942−12.8% | Reduced |
| LCM Capital Management Inc | 6,444 | $645.2K | 0.56% | +499+8.4% | Added |
| Excalibur Management Corp | 6,444 | $645.2K | 0.33% | −52−0.8% | Reduced |
| Alhambra Investment Partners LLC | 6,450 | $645.8K | 0.44% | +409+6.8% | Added |
| Fidelis Capital Partners, LLC | 6,425 | $645.8K | 0.27% | +6,425 | New |
| LGL Partners, LLC | 6,477 | $648.5K | 0.11% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 6,483 | $649.1K | 0.17% | +1,325+25.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 6,488 | $649.7K | 0.42% | +100+1.6% | Added |
| Hemington Wealth Management | 6,512 | $652.0K | 0.26% | +64+1.0% | Added |
| Berkeley Capital Partners, LLC | 6,516 | $652.4K | 0.24% | +95+1.5% | Added |
| Ridgewood Investments LLC | 6,522 | $653.0K | 0.40% | +1,544+31.0% | Added |
| Retirement Planning Co of New England, Inc. | 6,525 | $653.3K | 0.40% | +239+3.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 6,542 | $655.0K | 0.20% | +1,365+26.4% | Added |
| Edge Capital Group, LLC | 6,547 | $655.5K | 0.04% | −1,333−16.9% | Reduced |
| Gleason Group, Inc. | 6,547 | $655.5K | 0.19% | +119+1.9% | Added |
| Stansberry Asset Management, LLC | 6,550 | $655.9K | 0.13% | +421+6.9% | Added |
| Formidable Asset Management, LLC | 6,568 | $656.0K | 0.14% | −48−0.7% | Reduced |
| Barton Investment Management | 6,554 | $656.3K | 0.12% | 00.0% | Unchanged |
| First Command Bank | 6,571 | $658.0K | 0.07% | −2,069−23.9% | Reduced |
| First Command Financial Services, Inc. | 6,571 | $658.0K | 0.07% | −2,069−23.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 6,588 | $659.7K | 0.42% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 6,600 | $660.9K | 0.34% | −74−1.1% | Reduced |
| Aaron Wealth Advisors | 6,600 | $660.9K | 0.09% | +1,119+20.4% | Added |
| First Heartland Consultants, Inc. | 6,605 | $661.4K | 0.10% | −174−2.6% | Reduced |
| Sheets Smith Wealth Management | 6,611 | $662.0K | 0.10% | +47+0.7% | Added |
| Front Row Advisors LLC | 6,651 | $666.0K | 0.32% | +1,275+23.7% | Added |
| Signet Investment Advisory Group, Inc. | 6,658 | $666.7K | 0.46% | +39+0.6% | Added |
| Reitz Capital Advisors LLC | 6,665 | $667.4K | 0.62% | −440−6.2% | Reduced |
| Breakwater Capital Group | 6,709 | $671.8K | 0.28% | +373+5.9% | Added |
| Kensington Investment Counsel, LLC | 6,726 | $673.5K | 0.51% | −465−6.5% | Reduced |
| Ellevest, Inc. | 6,734 | $674.3K | 0.05% | +287+4.5% | Added |
| Accretive Wealth Partners, LLC | 6,753 | $676.2K | 0.43% | +337+5.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,774 | $678.0K | 0.26% | +6,774 | New |
| Intact Investment Management Inc. | 6,800 | $680.9K | 0.03% | −3,600−34.6% | Reduced |
| Holderness Investments Co | 6,810 | $681.9K | 0.27% | −501−6.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 6,811 | $682.0K | 0.06% | −231−3.3% | Reduced |
| Citizens & Northern Corp | 6,814 | $682.3K | 0.27% | +4+0.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,820 | $682.9K | 0.29% | +301+4.6% | Added |
| GW Henssler & Associates Ltd | 6,825 | $683.4K | 0.05% | +133+2.0% | Added |
| Soltis Investment Advisors LLC | 6,853 | $686.2K | 0.09% | −595−8.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,869 | $687.8K | 0.32% | +154+2.3% | Added |
| First Community Trust NA | 6,873 | $688.2K | 0.81% | −320−4.4% | Reduced |
| Peoples Financial Services Corp. | 6,886 | $689.5K | 0.32% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 6,897 | $690.6K | 0.20% | +350+5.3% | Added |
| Bridgeworth, LLC | 6,898 | $690.7K | 0.09% | −254−3.6% | Reduced |
| FNY Investment Advisers, LLC | 6,925 | $693.0K | 0.80% | +2,898+72.0% | Added |
| Am Investment Strategies LLC | 6,940 | $695.0K | 0.24% | −1,195−14.7% | Reduced |
| BFT Financial Group, LLC | 6,947 | $695.6K | 0.10% | +6,947 | New |
| Gyroscope Capital Management Group, LLC | 6,954 | $696.3K | 0.18% | +1,900+37.6% | Added |
| FLC Capital Advisors | 6,971 | $698.0K | 0.21% | −227−3.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 6,992 | $700.2K | 0.15% | −859−10.9% | Reduced |
| Black Swift Group, LLC | 7,000 | $700.9K | 0.24% | +7,000 | New |
| Chicago Partners Investment Group LLC | 7,040 | $701.7K | 0.04% | +923+15.1% | Added |
| GPS Wealth Strategies Group, LLC | 7,030 | $704.0K | 0.15% | +7,030 | New |
| Lakeview Capital Partners, LLC | 7,632 | $704.5K | 0.22% | −4,666−37.9% | Reduced |
| Prosperity Consulting Group, LLC | 7,042 | $705.1K | 0.45% | +454+6.9% | Added |
| NCM Capital Management, LLC | 7,054 | $706.0K | 0.53% | +697+11.0% | Added |
| Greenfield Savings Bank | 7,054 | $706.3K | 0.46% | −496−6.6% | Reduced |
| Bray Capital Advisors | 7,069 | $707.8K | 0.21% | −184−2.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,086 | $709.5K | 0.74% | −17−0.2% | Reduced |
| Legacy Bridge, LLC | 7,096 | $710.5K | 0.50% | 00.0% | Unchanged |
| Weaver Consulting Group | 7,103 | $711.2K | 0.33% | +144+2.1% | Added |