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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 10,816 | $1.08M | 0.17% | +60+0.6% | Added |
| Barings LLC | 10,822 | $1.08M | 0.04% | −3,778−25.9% | Reduced |
| Jackson Square Capital, LLC | 10,853 | $1.09M | 0.49% | +10,853 | New |
| Chesapeake Wealth Management | 10,876 | $1.09M | 0.45% | +260+2.4% | Added |
| Archer Investment Corp | 11,163 | $1.09M | 0.40% | +1,617+16.9% | Added |
| Jupiter Wealth Management LLC | 10,924 | $1.09M | 1.01% | −5,780−34.6% | Reduced |
| Y.D. More Investments Ltd | 10,952 | $1.10M | 0.27% | −6,773−38.2% | Reduced |
| Chemung Canal Trust Co | 10,960 | $1.10M | 0.25% | +736+7.2% | Added |
| CM Wealth Advisors LLC | 11,392 | $1.10M | 0.21% | +11,392 | New |
| Bank Ozk | 11,042 | $1.11M | 0.55% | −947−7.9% | Reduced |
| Point72 Middle East FZE | 11,054 | $1.11M | 0.06% | +797+7.8% | Added |
| Synergy Financial Group, LTD | 11,059 | $1.11M | 1.80% | +126+1.2% | Added |
| Successful Portfolios LLC | 11,073 | $1.11M | 0.70% | +351+3.3% | Added |
| Confluence Wealth Services, Inc. | 11,114 | $1.11M | 0.26% | −97−0.9% | Reduced |
| Founders Financial Alliance, LLC | 11,086 | $1.11M | 0.56% | −95−0.8% | Reduced |
| Vista Investment Management | 11,125 | $1.11M | 0.59% | +373+3.5% | Added |
| StoneX Group Inc. | 11,135 | $1.11M | 0.12% | −1,070−8.8% | Reduced |
| Capital Advisors Inc | 11,145 | $1.12M | 0.03% | +949+9.3% | Added |
| Charles Schwab Trust Co | 11,170 | $1.12M | 0.14% | +11,170 | New |
| Worldquant Millennium Advisors LLC | 11,179 | $1.12M | 0.02% | −308,450−96.5% | Reduced |
| Coastal Bridge Advisors, LLC | 11,184 | $1.12M | 0.28% | −10.0% | Reduced |
| Aries Wealth Management | 11,190 | $1.12M | 0.46% | +294+2.7% | Added |
| MCF Advisors LLC | 11,193 | $1.12M | 0.10% | −326−2.8% | Reduced |
| Lumature Wealth Partners, LLC | 11,196 | $1.12M | 0.63% | +802+7.7% | Added |
| Founders Financial Securities LLC | 11,205 | $1.12M | 0.16% | −1,459−11.5% | Reduced |
| Old Point Trust & Financial Services N A | 11,218 | $1.12M | 0.49% | +1,330+13.5% | Added |
| Buffington Mohr McNeal | 11,227 | $1.12M | 0.26% | −359−3.1% | Reduced |
| Moloney Securities Asset Management, LLC | 11,233 | $1.12M | 0.21% | +123+1.1% | Added |
| Evergreen Wealth Solutions, LLC | 11,287 | $1.13M | 1.31% | −68−0.6% | Reduced |
| Old Mission Investment Co LLC | 11,285 | $1.13M | 0.44% | +1,608+16.6% | Added |
| Fukoku Mutual Life Insurance Co | 11,296 | $1.13M | 0.10% | +2,310+25.7% | Added |
| V-Square Quantitative Management LLC | 11,368 | $1.14M | 1.05% | +11,368 | New |
| Certified Advisory Corp | 11,391 | $1.14M | 0.20% | +418+3.8% | Added |
| LBMC Investment Advisors, LLC | 11,393 | $1.14M | 0.12% | 00.0% | Unchanged |
| Rockland Trust Co | 11,428 | $1.14M | 0.07% | −2,801−19.7% | Reduced |
| Pinnacle Holdings, LLC | 11,434 | $1.14M | 0.53% | −8−0.1% | Reduced |
| Abbot Financial Management, Inc. | 11,449 | $1.15M | 0.77% | −1,626−12.4% | Reduced |
| Zevenbergen Capital Investments LLC | 11,470 | $1.15M | 0.03% | −175−1.5% | Reduced |
| Cascade Investment Advisors, Inc. | 11,483 | $1.15M | 0.91% | +130+1.1% | Added |
| BerganKDV Wealth Management, LLC | 11,491 | $1.15M | 0.12% | −1,224−9.6% | Reduced |
| Byrne Asset Management LLC | 11,491 | $1.15M | 0.82% | −472−3.9% | Reduced |
| Southeast Asset Advisors Inc. | 11,508 | $1.15M | 0.17% | −315−2.7% | Reduced |
| Ausdal Financial Partners, Inc. | 11,563 | $1.16M | 0.16% | +1,334+13.0% | Added |
| ARS Wealth Advisors Group, LLC | 11,564 | $1.16M | 0.21% | +1,499+14.9% | Added |
| Eads & Heald Wealth Management | 11,570 | $1.16M | 0.57% | −277−2.3% | Reduced |
| Kidder Stephen W | 11,570 | $1.16M | 0.40% | −1,755−13.2% | Reduced |
| Omnia Family Wealth, LLC | 11,578 | $1.16M | 0.89% | −184−1.6% | Reduced |
| Acropolis Investment Management, LLC | 11,586 | $1.16M | 0.10% | +949+8.9% | Added |
| Essex Savings Bank | 11,589 | $1.16M | 0.41% | +462+4.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,599 | $1.16M | 0.03% | −44−0.4% | Reduced |
| Allred Capital Management, LLC | 11,631 | $1.16M | 0.62% | −260−2.2% | Reduced |
| Uncommon Cents Investing LLC | 11,638 | $1.17M | 0.43% | −615−5.0% | Reduced |
| V Wealth Advisors LLC | 11,707 | $1.17M | 0.22% | +67+0.6% | Added |
| Smith Anglin Financial, LLC | 11,740 | $1.18M | 0.18% | +30.0% | Added |
| MONECO Advisors, LLC | 11,751 | $1.18M | 0.35% | +1,694+16.8% | Added |
| Delta Financial Advisors LLC | 11,755 | $1.18M | 0.57% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,756 | $1.18M | 0.13% | +5,012+74.3% | Added |
| SYSTM Wealth Solutions LLC | 11,761 | $1.18M | 0.18% | −280−2.3% | Reduced |
| AdvisorNet Financial, Inc | 11,771 | $1.18M | 0.11% | −118−1.0% | Reduced |
| Balboa Wealth Partners | 11,772 | $1.18M | 0.45% | +771+7.0% | Added |
| Constitution Capital LLC | 11,825 | $1.18M | 0.72% | −555−4.5% | Reduced |
| Gables Capital Management Inc. | 11,836 | $1.19M | 0.83% | +50+0.4% | Added |
| NorthRock Partners, LLC | 11,839 | $1.19M | 0.13% | +723+6.5% | Added |
| Ronald Blue Trust, Inc. | 13,652 | $1.19M | 0.02% | −792−5.5% | Reduced |
| Boston Trust Walden Corp | 11,864 | $1.19M | 0.01% | −870−6.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,122 | $1.19M | 0.31% | +973+8.7% | Added |
| David Loasby | 11,923 | $1.19M | 0.14% | +1,996+20.1% | Added |
| Eaton Financial Holdings Company, LLC | 11,956 | $1.20M | 0.94% | +1,511+14.5% | Added |
| Guardian Wealth Management, Inc. | 11,970 | $1.20M | 1.15% | +1,840+18.2% | Added |
| First Commonwealth Financial Corp | 11,970 | $1.20M | 0.43% | −501−4.0% | Reduced |
| Icon Wealth Partners, LLC | 11,973 | $1.20M | 0.13% | +11,973 | New |
| Lester Murray Antman dba SimplyRich | 12,006 | $1.20M | 0.45% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 12,020 | $1.20M | 0.84% | −136−1.1% | Reduced |
| Duncker Streett & Co Inc | 12,047 | $1.21M | 0.29% | −745−5.8% | Reduced |
| JT Stratford LLC | 12,052 | $1.21M | 0.35% | +518+4.5% | Added |
| JFS Wealth Advisors, LLC | 12,076 | $1.21M | 0.11% | +12+0.1% | Added |
| Manchester Capital Management LLC | 12,091 | $1.21M | 0.16% | +517+4.5% | Added |
| Tempus Wealth Planning, LLC | 12,099 | $1.21M | 0.59% | −460−3.7% | Reduced |
| Pure Financial Advisors, Inc. | 12,117 | $1.21M | 0.06% | +83+0.7% | Added |
| Cantor Fitzgerald, L. P. | 12,123 | $1.21M | 0.03% | −3,017−19.9% | Reduced |
| Platform Technology Partners | 12,170 | $1.22M | 0.60% | +803+7.1% | Added |
| Burney Co | 12,175 | $1.22M | 0.06% | −951−7.2% | Reduced |
| AXS Investments LLC | 12,204 | $1.22M | 0.40% | −76−0.6% | Reduced |
| Agate Pass Investment Management, LLC | 12,206 | $1.22M | 0.80% | +2,023+19.9% | Added |
| Sierra Capital LLC | 12,235 | $1.23M | 0.20% | −2,304−15.8% | Reduced |
| Prudent Man Advisors, LLC | 12,232 | $1.23M | 0.48% | +351+3.0% | Added |
| Daymark Wealth Partners, LLC | 12,247 | $1.23M | 0.16% | +2,933+31.5% | Added |
| Woodmont Investment Counsel LLC | 12,276 | $1.23M | 0.13% | +700+6.0% | Added |
| Cape Cod Five Cents Savings Bank | 12,324 | $1.23M | 0.13% | −611−4.7% | Reduced |
| Trust Investment Advisors | 12,355 | $1.24M | 1.11% | +3,883+45.8% | Added |
| PFG Investments, LLC | 12,374 | $1.24M | 0.25% | +12,374 | New |
| Columbia Trust Co 01012016 | 12,385 | $1.24M | 0.72% | +2,097+20.4% | Added |
| Outfitter Financial LLC | 12,440 | $1.25M | 1.12% | +865+7.5% | Added |
| Gordian Capital Singapore Pte Ltd | 12,461 | $1.25M | 2.12% | −3,420−21.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 12,475 | $1.25M | 0.92% | −10.0% | Reduced |
| Optimum Investment Advisors | 12,509 | $1.25M | 0.66% | +125+1.0% | Added |
| Spears Abacus Advisors LLC | 12,553 | $1.26M | 0.11% | +83+0.7% | Added |
| Peloton Wealth Strategists | 12,555 | $1.26M | 0.57% | −75−0.6% | Reduced |
| Lederer & Associates Investment Counsel | 12,549 | $1.26M | 0.97% | +25+0.2% | Added |
| DAGCO, Inc. | 12,562 | $1.26M | 0.68% | −1,250−9.1% | Reduced |