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 |
|---|---|---|---|---|---|
| Jessup Wealth Management, Inc | 9,244 | $925.6K | 0.55% | −709−7.1% | Reduced |
| Mystic Asset Management, Inc. | 9,248 | $926.0K | 0.51% | −140−1.5% | Reduced |
| ZWJ Investment Counsel Inc | 9,252 | $926.4K | 0.05% | −356−3.7% | Reduced |
| Financial Architects, Inc | 9,274 | $928.6K | 0.15% | −387−4.0% | Reduced |
| Copperleaf Capital, LLC | 9,288 | $930.0K | 0.92% | −2,193−19.1% | Reduced |
| RMR Wealth Builders | 9,290 | $930.2K | 0.18% | +1,529+19.7% | Added |
| Vanguard Capital Wealth Advisors | 9,317 | $932.9K | 0.93% | +2,833+43.7% | Added |
| Berger Financial Group, Inc | 9,323 | $933.5K | 0.11% | +140+1.5% | Added |
| Finer Wealth Management, Inc. | 9,326 | $933.8K | 0.79% | +689+8.0% | Added |
| Piscataqua Savings Bank | 9,332 | $934.4K | 0.80% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 9,332 | $934.4K | 0.69% | −1,578−14.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9,392 | $940.4K | 0.19% | +105+1.1% | Added |
| Hunter Perkins Capital Management, LLC | 9,410 | $942.0K | 0.22% | +9,410 | New |
| Van Hulzen Asset Management, LLC | 9,419 | $943.0K | 0.09% | −335−3.4% | Reduced |
| Worth Financial Advisory Group, LLC | 9,429 | $944.1K | 0.90% | +394+4.4% | Added |
| Viawealth, LLC | 9,448 | $946.0K | 0.75% | +930+10.9% | Added |
| Gillespie Robinson & Grimm Inc | 9,449 | $946.2K | 0.09% | +3,432+57.0% | Added |
| Naviter Wealth, LLC | 9,480 | $949.2K | 0.33% | −854−8.3% | Reduced |
| Wills Financial Group, Inc. | 9,482 | $949.4K | 0.51% | −1,160−10.9% | Reduced |
| Greenup Street Wealth Management LLC | 9,499 | $951.1K | 0.33% | +3,676+63.1% | Added |
| Adviser Investments LLC | 9,506 | $951.8K | 0.02% | −89−0.9% | Reduced |
| Capital Wealth Planning, LLC | 9,518 | $953.1K | 0.01% | +9,518 | New |
| Bank of Hawaii | 9,540 | $955.2K | 0.06% | −1,858−16.3% | Reduced |
| Meitav Dash Investments Ltd | 9,414 | $955.9K | 0.02% | +1,182+14.4% | Added |
| Cypress Wealth Services, LLC | 9,573 | $958.6K | 0.28% | +230+2.5% | Added |
| Garrison Point Advisors, LLC | 9,583 | $959.6K | 0.72% | −50−0.5% | Reduced |
| Consolidated Portfolio Review Corp | 9,583 | $959.6K | 0.26% | +9,583 | New |
| Garden State Investment Advisory Services LLC | 9,582 | $959.6K | 0.49% | +897+10.3% | Added |
| TLWM | 9,613 | $962.5K | 0.31% | +1,128+13.3% | Added |
| Covey Capital Advisors, LLC | 9,619 | $963.1K | 1.54% | +255+2.7% | Added |
| Vance Wealth, Inc. | 9,633 | $964.6K | 0.52% | +803+9.1% | Added |
| Millennium Capital Advisors, LLC | 9,652 | $966.5K | 0.86% | −77−0.8% | Reduced |
| Marcum Wealth, LLC | 9,666 | $967.8K | 0.12% | −571−5.6% | Reduced |
| Dearborn Partners LLC | 9,687 | $970.0K | 0.04% | +2,427+33.4% | Added |
| Highline Wealth Partners LLC | 9,700 | $971.3K | 0.66% | +350+3.7% | Added |
| Icon Advisers Inc | 9,700 | $971.3K | 0.25% | +9,700 | New |
| Palumbo Wealth Management LLC | 9,726 | $973.9K | 0.65% | −589−5.7% | Reduced |
| Coastline Trust Co | 9,728 | $974.1K | 0.14% | −6,627−40.5% | Reduced |
| Tobam | 9,744 | $976.0K | 0.06% | −20.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 9,756 | $976.9K | 0.65% | −538−5.2% | Reduced |
| Chesapeake Asset Management LLC | 9,872 | $988.5K | 0.90% | +9,872 | New |
| Executive Wealth Management, LLC | 9,884 | $989.7K | 0.11% | +1,006+11.3% | Added |
| Apriem Advisors | 9,885 | $989.8K | 0.16% | +1,520+18.2% | Added |
| Salvus Wealth Management, LLC | 9,931 | $994.3K | 0.80% | +415+4.4% | Added |
| HighTower Trust Services, LTA | 10,636 | $995.2K | 0.10% | −1,562−12.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 9,960 | $997.3K | 0.34% | +805+8.8% | Added |
| Dash Acquisitions Inc. | 9,963 | $997.6K | 0.46% | +1,358+15.8% | Added |
| Samalin Investment Counsel, LLC | 9,968 | $998.1K | 0.60% | −274−2.7% | Reduced |
| My Legacy Advisors, LLC | 9,903 | $998.3K | 0.43% | −36−0.4% | Reduced |
| Bridgewater Associates, LP | 9,976 | $998.9K | 0.01% | +9,976 | New |
| Grimes & Company, Inc. | 9,994 | $1.00M | 0.04% | +292+3.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 10,000 | $1.00M | 0.02% | +10,000 | New |
| XML Financial, LLC | 10,016 | $1.00M | 0.12% | −376−3.6% | Reduced |
| Thoroughbred Financial Services, LLC | 10,022 | $1.00M | 0.15% | +268+2.7% | Added |
| Sentry Investment Management LLC | 10,026 | $1.00M | 0.41% | −258−2.5% | Reduced |
| Hartline Investment Corp | 10,029 | $1.00M | 0.20% | +21+0.2% | Added |
| Corundum Group, Inc. | 10,068 | $1.01M | 0.48% | +2,176+27.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 10,089 | $1.01M | 0.58% | +148+1.5% | Added |
| Greenland Capital Management LP | 10,132 | $1.01M | 0.12% | −16,235−61.6% | Reduced |
| Valley Brook Capital Group | 10,134 | $1.01M | 0.94% | −455−4.3% | Reduced |
| Strategic Blueprint, LLC | 10,139 | $1.02M | 0.10% | +403+4.1% | Added |
| Voya Financial Advisors, Inc. | 10,359 | $1.02M | 0.13% | −1,615−13.5% | Reduced |
| Bremer Bank National Association | 10,173 | $1.02M | 0.20% | −839−7.6% | Reduced |
| Wendell David Associates Inc | 10,173 | $1.02M | 0.12% | −1,600−13.6% | Reduced |
| Symmetry Partners, LLC | 10,231 | $1.02M | 0.06% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 10,241 | $1.03M | 0.05% | +330+3.3% | Added |
| Sunbelt Securities, Inc. | 10,460 | $1.03M | 0.17% | +177+1.7% | Added |
| Bank of Stockton | 10,268 | $1.03M | 0.36% | −959−8.5% | Reduced |
| First National Bank Sioux Falls | 10,297 | $1.03M | 0.71% | +1,829+21.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 10,298 | $1.03M | 0.08% | −1,399−12.0% | Reduced |
| Balentine LLC | 10,314 | $1.03M | 0.03% | +384+3.9% | Added |
| Cooper Financial Group | 10,329 | $1.03M | 0.28% | −883−7.9% | Reduced |
| Summit Trail Advisors, LLC | 10,338 | $1.04M | 0.04% | +2,240+27.7% | Added |
| Pacific Wealth Strategies Group, Inc. | 10,358 | $1.04M | 1.18% | +1,203+13.1% | Added |
| TriaGen Wealth Management LLC | 10,363 | $1.04M | 0.52% | +20.0% | Added |
| Legato Capital Management LLC | 10,390 | $1.04M | 0.19% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 10,392 | $1.04M | 0.33% | +341+3.4% | Added |
| Schechter Investment Advisors, LLC | 10,402 | $1.04M | 0.10% | +1,187+12.9% | Added |
| Cyndeo Wealth Partners, LLC | 10,405 | $1.04M | 0.11% | −30−0.3% | Reduced |
| Baldwin Brothers Inc | 10,470 | $1.05M | 0.09% | −222−2.1% | Reduced |
| Secure Asset Management, LLC | 10,494 | $1.05M | 0.35% | +3,003+40.1% | Added |
| CMT Capital Markets Trading GmbH | 10,500 | $1.05M | 1.28% | −49,500−82.5% | Reduced |
| Abundance Wealth Counselors | 10,502 | $1.05M | 0.27% | +1,068+11.3% | Added |
| Great Diamond Partners, LLC | 10,508 | $1.05M | 0.30% | +496+5.0% | Added |
| Private Wealth Advisors | 10,544 | $1.06M | 0.45% | −23−0.2% | Reduced |
| Endurance Wealth Management, Inc. | 10,551 | $1.06M | 0.15% | +20.0% | Added |
| Page Arthur B | 10,568 | $1.06M | 0.99% | −3,388−24.3% | Reduced |
| First United Bank Trust | 10,571 | $1.06M | 0.50% | −383−3.5% | Reduced |
| Clear Creek Financial Management, LLC | 10,586 | $1.06M | 0.20% | +498+4.9% | Added |
| Mechanics Financial Corp | 10,606 | $1.06M | 0.62% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 10,646 | $1.07M | 0.14% | −1,047−9.0% | Reduced |
| McDonough Capital Management, Inc | 10,676 | $1.07M | 1.10% | −428−3.9% | Reduced |
| Summit Financial, LLC | 10,671 | $1.07M | 0.09% | −352−3.2% | Reduced |
| Oakworth Capital, Inc. | 10,676 | $1.07M | 0.10% | +25+0.2% | Added |
| Montis Financial, LLC | 10,693 | $1.07M | 0.83% | −434−3.9% | Reduced |
| Rockingstone Advisors LLC | 10,703 | $1.07M | 0.65% | +6,041+129.6% | Added |
| Archford Capital Strategies, LLC | 10,754 | $1.07M | 0.22% | +679+6.7% | Added |
| Modera Wealth Management, LLC | 10,737 | $1.08M | 0.04% | +88+0.8% | Added |
| Manhattan West Asset Management, LLC | 10,748 | $1.08M | 0.47% | +3,413+46.5% | Added |
| Widmann Financial Services, Inc. | 10,788 | $1.08M | 1.09% | +190+1.8% | Added |