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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 8,091 | $810.2K | 0.09% | −2,713−25.1% | Reduced |
| Chicago Capital, LLC | 8,107 | $811.8K | 0.04% | +158+2.0% | Added |
| Credential Qtrade Securities Inc. | 8,115 | $812.6K | 0.05% | +693+9.3% | Added |
| WESCAP Management Group, Inc. | 8,179 | $819.0K | 0.29% | −1,113−12.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 8,242 | $825.2K | 0.13% | +215+2.7% | Added |
| Central Bank & Trust Co | 8,244 | $825.5K | 0.15% | −314−3.7% | Reduced |
| Bank of New Hampshire | 8,247 | $825.8K | 0.25% | −1,592−16.2% | Reduced |
| Providence Wealth Advisors, LLC | 8,412 | $825.8K | 0.61% | +50+0.6% | Added |
| Quent Capital, LLC | 8,260 | $826.4K | 0.14% | +105+1.3% | Added |
| Amplius Wealth Advisors, LLC | 8,267 | $827.8K | 0.12% | +1,541+22.9% | Added |
| Blueshift Asset Management, LLC | 8,269 | $828.0K | 0.35% | −67−0.8% | Reduced |
| Laffer Tengler Investments | 8,278 | $828.9K | 0.22% | +1,114+15.5% | Added |
| Simon Quick Advisors, LLC | 8,298 | $830.9K | 0.09% | +1,157+16.2% | Added |
| S. R. Schill & Associates | 8,301 | $831.2K | 0.39% | +2,946+55.0% | Added |
| O'Dell Group, LLC | 8,320 | $833.1K | 0.27% | +260+3.2% | Added |
| Vigilant Capital Management, LLC | 8,331 | $834.0K | 0.07% | +250+3.1% | Added |
| Principal Street Partners, LLC | 8,330 | $834.1K | 0.21% | +8,330 | New |
| Cassaday & Co Wealth Management LLC | 8,338 | $834.9K | 0.04% | −489−5.5% | Reduced |
| James Investment Research Inc | 8,344 | $835.0K | 0.11% | +438+5.5% | Added |
| United Bank | 8,376 | $838.7K | 0.49% | +27+0.3% | Added |
| Dudley Capital Management, LLC | 8,391 | $840.2K | 0.59% | +90+1.1% | Added |
| Occudo Quantitative Strategies LP | 8,398 | $840.9K | 0.08% | −32,897−79.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 8,401 | $841.0K | 0.06% | −151−1.8% | Reduced |
| Sonnipe Ltd | 8,403 | $841.4K | 0.13% | +889+11.8% | Added |
| KG&L Capital Management,LLC | 8,410 | $842.1K | 0.44% | +1,913+29.4% | Added |
| Harbor Investment Advisory, LLC | 8,431 | $844.2K | 0.13% | −3,975−32.0% | Reduced |
| ERn Financial, LLC | 8,436 | $844.7K | 0.19% | +59+0.7% | Added |
| Resurgent Financial Advisors LLC | 8,437 | $844.8K | 0.57% | −459−5.2% | Reduced |
| Angeles Wealth Management, LLC | 8,447 | $845.8K | 0.13% | −88−1.0% | Reduced |
| Delta Capital Management LLC | 8,450 | $846.0K | 0.60% | +450+5.6% | Added |
| RVW Wealth, LLC | 8,492 | $850.3K | 0.11% | −444−5.0% | Reduced |
| Indiana Trust & Investment Management CO | 8,514 | $852.5K | 0.46% | −184−2.1% | Reduced |
| HF Advisory Group, LLC | 8,517 | $852.8K | 0.76% | +51+0.6% | Added |
| Onyx Bridge Wealth Group LLC | 8,522 | $853.3K | 0.34% | +1,935+29.4% | Added |
| Biltmore Family Office, LLC | 8,528 | $853.9K | 0.18% | −55−0.6% | Reduced |
| Investors Research Corp | 8,540 | $855.1K | 0.22% | −111−1.3% | Reduced |
| Wolf Group Capital Advisors | 8,557 | $856.8K | 0.43% | +6+0.1% | Added |
| Gradient Investments LLC | 8,557 | $856.9K | 0.02% | −227−2.6% | Reduced |
| Aberdeen Wealth Management LLC | 8,604 | $861.5K | 0.64% | 00.0% | Unchanged |
| Wedmont Private Capital | 8,567 | $863.6K | 0.11% | +3,622+73.2% | Added |
| Guardian Investment Management | 4,682 | $863.9K | 0.66% | +707+17.8% | Added |
| Dynamic Technology Lab Private Ltd | 8,645 | $866.0K | 0.08% | +8,645 | New |
| Investment Partners, Ltd. | 8,674 | $868.6K | 0.46% | −1,054−10.8% | Reduced |
| Abacus Planning Group, Inc. | 8,694 | $870.5K | 0.22% | −125−1.4% | Reduced |
| LexAurum Advisors, LLC | 8,695 | $870.7K | 0.29% | −468−5.1% | Reduced |
| Oxler Private Wealth LLC | 8,713 | $872.4K | 0.43% | −4,125−32.1% | Reduced |
| Accredited Investors Inc. | 8,714 | $872.5K | 0.07% | +22+0.3% | Added |
| EFG Asset Management (North America) Corp. | 8,738 | $874.5K | 0.19% | −1,493−14.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,734 | $874.5K | 0.15% | +681+8.5% | Added |
| Navalign, LLC | 8,735 | $874.6K | 0.37% | +2,531+40.8% | Added |
| IVC Wealth Advisors LLC | 8,735 | $874.6K | 0.62% | −78−0.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,736 | $874.7K | 0.07% | +8,736 | New |
| Apexium Financial, LP | 8,738 | $874.9K | 0.09% | −336−3.7% | Reduced |
| Peddock Capital Advisors, LLC | 8,750 | $876.1K | 0.30% | −186−2.1% | Reduced |
| Signature Wealth Management Partners, LLC | 8,753 | $876.4K | 0.81% | +1,257+16.8% | Added |
| Pflug Koory, LLC | 8,762 | $877.3K | 0.48% | −30.0% | Reduced |
| Ameliora Wealth Management Ltd. | 8,767 | $877.8K | 0.51% | +5,400+160.4% | Added |
| Delaney Dennis R | 8,782 | $879.3K | 0.75% | +1,077+14.0% | Added |
| Ergoteles LLC | 8,794 | $880.5K | 0.03% | +8,794 | New |
| Park Place Capital Corp | 8,798 | $880.9K | 0.25% | −608−6.5% | Reduced |
| Hayek Kallen Investment Management | 8,805 | $882.0K | 0.40% | +520+6.3% | Added |
| Warther Private Wealth, LLC | 8,810 | $882.2K | 0.67% | −575−6.1% | Reduced |
| First County Bank | 8,827 | $883.8K | 0.43% | +1,025+13.1% | Added |
| Alliance Wealth Advisors, LLC | 8,833 | $884.4K | 0.36% | +338+4.0% | Added |
| Tilia Fiduciary Partners, Inc. | 8,833 | $884.4K | 0.84% | −2,170−19.7% | Reduced |
| Enterprise Bank & Trust Co | 8,858 | $887.0K | 0.38% | −170−1.9% | Reduced |
| PFG Advisors | 8,871 | $888.2K | 0.07% | +1,207+15.7% | Added |
| Cim Investment Mangement Inc | 8,879 | $889.1K | 0.33% | −8,011−47.4% | Reduced |
| Silverlake Wealth Management LLC | 8,880 | $889.2K | 0.54% | −145−1.6% | Reduced |
| US Asset Management LLC | 8,888 | $890.0K | 0.91% | −26−0.3% | Reduced |
| Nichols & Pratt Advisers LLP | 8,892 | $890.3K | 0.07% | −10,565−54.3% | Reduced |
| TCM Advisors, LLC | – | $891.2K | 0.80% | – | – |
| White Pine Capital LLC | 8,915 | $892.6K | 0.35% | −176−1.9% | Reduced |
| Investment House LLC | 8,926 | $893.8K | 0.07% | +348+4.1% | Added |
| Nicolet Bankshares Inc | 10,565 | $896.1K | 0.29% | +412+4.1% | Added |
| Mather Group, LLC. | 8,965 | $897.7K | 0.02% | +832+10.2% | Added |
| Strong Tower Advisory Services | 8,969 | $898.1K | 0.47% | +475+5.6% | Added |
| Matrix Private Capital Group LLC | 8,977 | $898.9K | 0.62% | −1,944−17.8% | Reduced |
| Lumina Fund Management LLC | 9,000 | $901.0K | 0.42% | 00.0% | Unchanged |
| Interval Partners, LP | 9,000 | $901.2K | 0.05% | −22,200−71.2% | Reduced |
| Barbara Oil Co. | 9,000 | $901.2K | 0.43% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 9,001 | $901.2K | 0.35% | +176+2.0% | Added |
| Argent Advisors, Inc. | 9,010 | $902.2K | 0.43% | +443+5.2% | Added |
| CoreFirst Bank & Trust | 9,014 | $902.6K | 0.66% | −74−0.8% | Reduced |
| Octavia Wealth Advisors, LLC | 9,073 | $908.5K | 0.20% | −37−0.4% | Reduced |
| Arbor Capital Management Inc | 9,013 | $908.6K | 0.74% | +483+5.7% | Added |
| IFG Advisory, LLC | 9,081 | $909.3K | 0.09% | −399−4.2% | Reduced |
| Alta Wealth Advisors LLC | 9,088 | $910.0K | 0.57% | −588−6.1% | Reduced |
| Perfromance Wealth Partners, LLC | 9,101 | $911.3K | 0.05% | −3,243−26.3% | Reduced |
| Armstrong Henry H Associates Inc | 9,115 | $912.7K | 0.11% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 9,588 | $916.8K | 0.68% | +1,235+14.8% | Added |
| Monterey Private Wealth, Inc. | 9,159 | $917.1K | 0.47% | −256−2.7% | Reduced |
| Nadler Financial Group, Inc. | 9,167 | $917.9K | 0.15% | −161−1.7% | Reduced |
| Zullo Investment Group, Inc. | 9,191 | $920.3K | 0.57% | +392+4.5% | Added |
| LJI Wealth Management, LLC | 9,213 | $922.5K | 0.29% | +313+3.5% | Added |
| Main Street Financial Solutions, LLC | 9,219 | $923.1K | 0.14% | −57−0.6% | Reduced |
| Gladius Capital Management LP | 9,225 | $923.7K | 0.28% | +3,915+73.7% | Added |
| Kozak & Associates, Inc. | 9,228 | $924.0K | 0.42% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9,234 | $924.6K | 0.56% | +9,234 | New |
| Carr Financial Group Corp | 9,239 | $925.1K | 0.41% | +296+3.3% | Added |