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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 7,106 | $711.5K | 1.32% | +7,106 | New |
| PBMares Wealth Management LLC | 7,130 | $714.0K | 0.27% | +300+4.4% | Added |
| Hohimer Wealth Management, LLC | 7,152 | $716.1K | 0.21% | +808+12.7% | Added |
| Dumont & Blake Investment Advisors LLC | 7,158 | $717.0K | 0.24% | +15+0.2% | Added |
| Integrated Investment Consultants, LLC | 7,201 | $721.0K | 0.23% | +50+0.7% | Added |
| SkyOak Wealth, LLC | 7,203 | $721.2K | 0.22% | +279+4.0% | Added |
| DeDora Capital, Inc. | 7,209 | $721.9K | 0.31% | +131+1.9% | Added |
| King Wealth | 7,212 | $722.0K | 0.16% | +342+5.0% | Added |
| Tectonic Advisors LLC | 7,219 | $722.8K | 0.10% | −534−6.9% | Reduced |
| LaFleur & Godfrey LLC | 7,236 | $724.5K | 0.12% | −88−1.2% | Reduced |
| Lake Street Financial LLC | 7,238 | $724.8K | 0.14% | +318+4.6% | Added |
| Hardy Reed LLC | 7,239 | $724.8K | 0.13% | +463+6.8% | Added |
| Arthur M. Cohen & Associates, LLC | 7,242 | $724.9K | 0.19% | +40+0.6% | Added |
| Drive Wealth Management, LLC | 7,248 | $725.8K | 0.30% | +1,384+23.6% | Added |
| 9258 Wealth Management, LLC | 7,257 | $726.7K | 0.15% | −97−1.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 7,271 | $728.1K | 0.20% | −345−4.5% | Reduced |
| Joule Financial, LLC | 7,271 | $728.1K | 0.39% | +3,390+87.3% | Added |
| MGO Private Wealth, LLC | 7,276 | $728.5K | 0.57% | −3,713−33.8% | Reduced |
| Camden Capital, LLC | 7,277 | $728.6K | 0.11% | −1,285−15.0% | Reduced |
| Parisi Gray Wealth Management | 7,277 | $728.7K | 0.45% | −331−4.4% | Reduced |
| BBR Partners, LLC | 7,297 | $730.6K | 0.08% | −825−10.2% | Reduced |
| Legacy Capital Group California, Inc. | 7,333 | $734.3K | 0.36% | +7,333 | New |
| Profit Investment Management, LLC | 7,338 | $734.8K | 0.49% | +1,545+26.7% | Added |
| Landaas & Co | 7,340 | $735.0K | 0.36% | +70+1.0% | Added |
| Oak Family Advisors, LLC | 7,351 | $736.1K | 0.36% | −43,628−85.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 7,358 | $737.0K | 0.23% | −136−1.8% | Reduced |
| TFG Advisers LLC | 7,372 | $738.1K | 0.36% | −443−5.7% | Reduced |
| Grandview Asset Management LLC | 7,382 | $739.0K | 0.43% | −770−9.4% | Reduced |
| American Financial Advisors, LLC | 7,382 | $739.2K | 0.12% | −20.0% | Reduced |
| Oak Asset Management, LLC | 7,385 | $739.5K | 0.32% | −1,750−19.2% | Reduced |
| Rosenbaum Jay D. | 7,388 | $739.8K | 1.36% | +706+10.6% | Added |
| Comerica Securities,inc. | 7,398 | $740.8K | 0.05% | +613+9.0% | Added |
| Saybrook Capital | 7,400 | $741.0K | 0.24% | −106−1.4% | Reduced |
| WealthTrust Axiom LLC | 7,423 | $743.3K | 0.25% | +372+5.3% | Added |
| Clarity Wealth Advisors, LLC | 7,434 | $744.4K | 0.38% | −151−2.0% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,445 | $745.4K | 0.35% | −163−2.1% | Reduced |
| Live Oak Investment Partners | – | $745.5K | 0.65% | – | – |
| Valley National Advisers Inc | 7,491 | $747.0K | 0.13% | +88+1.2% | Added |
| Arnhold LLC | 7,464 | $747.4K | 0.08% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 7,493 | $750.2K | 0.15% | +36+0.5% | Added |
| Westwood Wealth Management | 7,495 | $750.5K | 0.70% | −1,605−17.6% | Reduced |
| Redmont Wealth Advisors LLC | 7,495 | $750.5K | 1.52% | +4,994+199.7% | Added |
| Spinnaker Trust | 7,507 | $751.7K | 0.06% | −45,001−85.7% | Reduced |
| Sweet Financial Partners, LLC | 7,523 | $753.3K | 0.21% | +87+1.2% | Added |
| Fortitude Advisory Group L.L.C. | 7,527 | $753.6K | 0.59% | −93−1.2% | Reduced |
| StrategIQ Financial Group, LLC | 7,534 | $754.3K | 0.09% | +225+3.1% | Added |
| Fca Corp | 7,534 | $754.4K | 0.28% | +4,534+151.1% | Added |
| Hexagon Capital Partners LLC | 7,535 | $754.5K | 0.21% | +812+12.1% | Added |
| Broderick Brian C | 7,542 | $755.2K | 0.21% | −1,135−13.1% | Reduced |
| Hall Private Wealth Advisors | 7,545 | $755.5K | 0.39% | +360+5.0% | Added |
| Foster Dykema Cabot & Co Inc | 7,562 | $757.0K | 0.10% | +7,562 | New |
| CX Institutional | 7,615 | $760.7K | 0.04% | +4,886+179.0% | Added |
| Alpine Woods Capital Investors, LLC | 7,600 | $761.0K | 0.11% | 00.0% | Unchanged |
| Tompkins Financial Corp | 7,604 | $761.4K | 0.12% | −262−3.3% | Reduced |
| 626 Financial, LLC | 7,605 | $761.5K | 0.50% | −517−6.4% | Reduced |
| Mainstay Capital Management LLC | 7,624 | $763.4K | 0.15% | −533−6.5% | Reduced |
| Global Trust Asset Management, LLC | 7,624 | $763.4K | 0.36% | −301−3.8% | Reduced |
| PDS Planning, Inc | 7,625 | $763.5K | 0.11% | +2,282+42.7% | Added |
| AlphaCore Capital LLC | 7,644 | $765.4K | 0.20% | +2,220+40.9% | Added |
| Goldstein Advisors, LLC | 7,665 | $767.5K | 0.17% | +244+3.3% | Added |
| Legacy Capital Wealth Partners, LLC | 7,678 | $768.8K | 0.21% | +7,678 | New |
| Patten Group, Inc. | 7,711 | $772.1K | 0.23% | −21−0.3% | Reduced |
| Colony Family Offices, LLC | 7,726 | $773.6K | 0.30% | 00.0% | Unchanged |
| Glassman Wealth Services | 7,740 | $775.0K | 0.13% | −3,778−32.8% | Reduced |
| Baldwin Investment Management, LLC | 7,753 | $776.3K | 0.14% | +82+1.1% | Added |
| Atomi Financial Group, Inc. | 7,768 | $777.8K | 0.43% | +7,768 | New |
| Beacon Financial Group | 7,715 | $778.0K | 0.11% | −993−11.4% | Reduced |
| FirstPurpose Wealth LLC | 7,773 | $778.3K | 0.38% | +487+6.7% | Added |
| McKinley Carter Wealth Services, Inc. | 7,780 | $779.0K | 0.06% | −309−3.8% | Reduced |
| Marietta Investment Partners LLC | 7,780 | $779.0K | 0.22% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 7,781 | $779.1K | 0.17% | 00.0% | Unchanged |
| Tybourne Capital Management (HK) Ltd | 7,786 | $779.6K | 0.08% | +7,786 | New |
| Ridgecrest Wealth Partners, LLC | 7,786 | $779.6K | 0.56% | −185−2.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 7,806 | $781.6K | 0.63% | +1,823+30.5% | Added |
| Missouri Trust & Investment Co | 7,812 | $782.2K | 0.51% | +326+4.4% | Added |
| Dohj, LLC | 7,813 | $782.3K | 0.40% | +302+4.0% | Added |
| Proffitt & Goodson Inc | 7,813 | $782.3K | 0.16% | +154+2.0% | Added |
| St. Johns Investment Management Company, LLC | 7,816 | $782.6K | 0.45% | +682+9.6% | Added |
| EverSource Wealth Advisors, LLC | 7,829 | $783.9K | 0.10% | +2,401+44.2% | Added |
| Nikulski Financial, Inc. | 7,830 | $784.0K | 0.35% | +332+4.4% | Added |
| Renasant Bank | 7,855 | $786.5K | 0.61% | −712−8.3% | Reduced |
| Capital International Inc | 7,873 | $788.3K | 0.02% | +7,873 | New |
| Rocky Mountain Advisers, LLC | 7,876 | $789.0K | 0.42% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 7,880 | $789.0K | 0.32% | −469−5.6% | Reduced |
| Liberty Wealth Management LLC | 7,880 | $789.1K | 0.16% | +7,880 | New |
| Westbourne Investment Advisors, Inc. | 7,894 | $790.0K | 0.38% | −24,764−75.8% | Reduced |
| West Paces Advisors Inc. | 7,912 | $792.3K | 0.25% | +30+0.4% | Added |
| Hazlett, Burt & Watson, Inc. | 7,852 | $794.0K | 0.65% | +126+1.6% | Added |
| Tiedemann Advisors, LLC | 7,948 | $795.8K | 0.04% | +465+6.2% | Added |
| Stiles Financial Services Inc | 7,955 | $796.5K | 0.43% | −371−4.5% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 7,956 | $796.6K | 0.29% | +1,325+20.0% | Added |
| Schulhoff & Co Inc | 7,961 | $797.1K | 0.37% | +90+1.1% | Added |
| Kapstone Financial Advisors LLC | 7,921 | $798.8K | 0.72% | −650−7.6% | Reduced |
| Aull & Monroe Investment Management Corp | 7,986 | $799.6K | 0.41% | −845−9.6% | Reduced |
| Aureus Asset Management, LLC | 8,001 | $801.1K | 0.06% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 8,010 | $802.1K | 0.59% | 00.0% | Unchanged |
| Grove Bank & Trust | 8,020 | $803.0K | 0.17% | −761−8.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,042 | $805.3K | 0.50% | −218−2.6% | Reduced |
| Old Port Advisors | 8,044 | $807.8K | 0.29% | −66−0.8% | Reduced |
| InTrack Investment Management Inc | 8,127 | $809.3K | 0.74% | +2,407+42.1% | Added |