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 |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 12,655 | $1.27M | 0.59% | +4,096+47.9% | Added |
| 180 Wealth Advisors, LLC | 12,715 | $1.27M | 0.30% | +105+0.8% | Added |
| Inscription Capital, LLC | 12,721 | $1.27M | 0.34% | −590−4.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,748 | $1.28M | 0.06% | +70+0.6% | Added |
| TD Private Client Wealth LLC | 12,759 | $1.28M | 0.06% | +362+2.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,769 | $1.28M | 0.11% | +1,327+11.6% | Added |
| Herold Advisors, Inc. | 12,784 | $1.28M | 0.44% | −1,368−9.7% | Reduced |
| Atlas Capital Advisors LLC | 12,863 | $1.29M | 0.20% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 12,902 | $1.29M | 0.50% | −110−0.8% | Reduced |
| Shepherd Financial Partners LLC | 12,965 | $1.30M | 0.22% | +1,656+14.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 12,982 | $1.30M | 1.34% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 12,997 | $1.30M | 0.78% | +399+3.2% | Added |
| Clare Market Investments LLC | 13,006 | $1.30M | 0.54% | +500+4.0% | Added |
| Virtu Financial LLC | 13,029 | $1.30M | 0.14% | +13,029 | New |
| WT Wealth Management | 13,068 | $1.31M | 0.57% | −1,252−8.7% | Reduced |
| Buckingham Strategic Partners | 13,076 | $1.31M | 0.08% | +3,758+40.3% | Added |
| NewEdge Wealth, LLC | 13,079 | $1.31M | 0.05% | +2,805+27.3% | Added |
| Verition Fund Management LLC | 13,080 | $1.31M | 0.02% | −27,528−67.8% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 13,110 | $1.31M | 1.39% | +13,110 | New |
| Intercontinental Wealth Advisors, LLC | 13,134 | $1.32M | 0.34% | −3,110−19.1% | Reduced |
| Cumberland Advisors Inc | 13,150 | $1.32M | 0.54% | +13,150 | New |
| Avantax Planning Partners, Inc. | 13,199 | $1.32M | 0.05% | −188−1.4% | Reduced |
| Trellus Management Company, LLC | 13,200 | $1.32M | 2.12% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 13,203 | $1.32M | 0.07% | −205−1.5% | Reduced |
| Nations Financial Group Inc, | 13,241 | $1.33M | 0.14% | −392−2.9% | Reduced |
| Intrust Bank NA | 13,256 | $1.33M | 0.17% | +2,457+22.8% | Added |
| Newman Dignan & Sheerar, Inc. | 13,276 | $1.33M | 0.43% | −108−0.8% | Reduced |
| Seelaus Asset Management LLC | 13,202 | $1.33M | 1.01% | +155+1.2% | Added |
| BlueCrest Capital Management Ltd | 13,320 | $1.33M | 0.14% | 00.0% | Unchanged |
| Leisure Capital Management | 13,322 | $1.33M | 0.76% | +1,461+12.3% | Added |
| Martin & Co Inc | 13,375 | $1.34M | 0.34% | −198−1.5% | Reduced |
| Geneva Capital Management LLC | 13,403 | $1.34M | 0.03% | −321−2.3% | Reduced |
| Avitas Wealth Management LLC | 13,418 | $1.34M | 0.26% | −382−2.8% | Reduced |
| Empire Financial Management Company, LLC | 13,476 | $1.35M | 0.55% | +13,476 | New |
| Claro Advisors LLC | 13,534 | $1.36M | 0.40% | +1,985+17.2% | Added |
| ELCO Management Co., LLC | 13,544 | $1.36M | 0.99% | +1,801+15.3% | Added |
| Annandale Capital, LLC | 13,561 | $1.36M | 0.43% | +58+0.4% | Added |
| Jmac Enterprises LLC | 13,606 | $1.36M | 0.35% | +565+4.3% | Added |
| Vident Investment Advisory, LLC | 13,704 | $1.37M | 0.04% | +1,275+10.3% | Added |
| Mechanics Bank Trust Department | 13,716 | $1.37M | 0.23% | −640−4.5% | Reduced |
| Adirondack Trust Co | 13,790 | $1.38M | 0.70% | −291−2.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 13,796 | $1.38M | 0.48% | −93−0.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 13,804 | $1.38M | 0.73% | +252+1.9% | Added |
| Auxano Advisors, LLC | 13,809 | $1.38M | 0.55% | +669+5.1% | Added |
| West Branch Capital LLC | 13,885 | $1.39M | 0.78% | −755−5.2% | Reduced |
| Capstone Triton Financial Group, LLC | 14,010 | $1.40M | 1.06% | −796−5.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,025 | $1.40M | 1.47% | +14,025 | New |
| Magnus Financial Group LLC | 14,026 | $1.40M | 0.21% | +1,067+8.2% | Added |
| Thompson Investment Management, Inc. | 14,073 | $1.41M | 0.24% | +185+1.3% | Added |
| Winthrop Advisory Group LLC | 14,114 | $1.41M | 0.25% | +220+1.6% | Added |
| Blue Fin Capital, Inc. | 14,501 | $1.41M | 0.46% | −1,081−6.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 14,123 | $1.41M | 0.16% | +7,964+129.3% | Added |
| Investors Asset Management of Georgia Inc | 14,134 | $1.42M | 0.76% | −296−2.1% | Reduced |
| Clear Harbor Asset Management, LLC | 14,146 | $1.42M | 0.15% | −27,194−65.8% | Reduced |
| Capital International Sarl | 14,161 | $1.42M | 0.07% | +14,161 | New |
| Insight Inv LLC | 14,200 | $1.42M | 1.53% | −495−3.4% | Reduced |
| Galibier Capital Management Ltd. | 14,208 | $1.42M | 0.34% | 00.0% | Unchanged |
| RFG Advisory, LLC | 14,220 | $1.42M | 0.07% | −382−2.6% | Reduced |
| New England Asset Management Inc | 14,286 | $1.43M | 0.21% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 14,302 | $1.43M | 0.82% | −868−5.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 14,740 | $1.43M | 0.60% | −22,946−60.9% | Reduced |
| LMG Wealth Partners, LLC | 14,318 | $1.43M | 0.46% | +1,244+9.5% | Added |
| Tevis Investment Management | 14,362 | $1.44M | 1.46% | +578+4.2% | Added |
| BSW Wealth Partners | 14,424 | $1.44M | 0.30% | +240+1.7% | Added |
| ICA Group Wealth Management, LLC | 14,441 | $1.45M | 0.34% | +314+2.2% | Added |
| Qtron Investments LLC | 14,517 | $1.45M | 0.30% | −4,187−22.4% | Reduced |
| Wimmer Associates 1, LLC | 15,659 | $1.45M | 0.93% | −158−1.0% | Reduced |
| Dempze Nancy E | 14,537 | $1.46M | 1.32% | −1,921−11.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,540 | $1.46M | 0.53% | +214+1.5% | Added |
| Cornerstone Advisory, LLC | 14,551 | $1.46M | 0.26% | −126−0.9% | Reduced |
| DB Fitzpatrick & Co, Inc | 14,563 | $1.46M | 1.58% | +6,708+85.4% | Added |
| Independence Bank of Kentucky | 14,566 | $1.46M | 0.63% | +125+0.9% | Added |
| Arden Trust Co | 14,660 | $1.47M | 0.26% | −4,176−22.2% | Reduced |
| Valicenti Advisory Services Inc | 14,669 | $1.47M | 0.49% | −2,975−16.9% | Reduced |
| Act Two Investors LLC | 14,675 | $1.47M | 0.59% | −10,827−42.5% | Reduced |
| Argus Investors' Counsel, Inc. | 14,685 | $1.47M | 1.11% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 14,725 | $1.47M | 0.53% | −610−4.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 14,835 | $1.49M | 0.20% | +1,175+8.6% | Added |
| Nicholas Hoffman & Company, LLC. | 14,871 | $1.49M | 0.13% | −37−0.2% | Reduced |
| Conning Inc. | 14,892 | $1.49M | 0.05% | −257−1.7% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 14,929 | $1.49M | 1.70% | +14,929 | New |
| Elmwood Wealth Management, Inc. | 14,935 | $1.50M | 0.71% | +1,112+8.0% | Added |
| Conservest Capital Advisors, Inc. | 14,938 | $1.50M | 0.18% | −215−1.4% | Reduced |
| Waycross Partners, LLC | 15,000 | $1.50M | 0.44% | +7,000+87.5% | Added |
| Doliver Advisors, LP | 15,021 | $1.50M | 0.47% | +337+2.3% | Added |
| Advisor Resource Council | 15,015 | $1.51M | 0.38% | +537+3.7% | Added |
| Davidson Trust Co | 15,076 | $1.51M | 1.16% | +259+1.7% | Added |
| Cheviot Value Management, LLC | 15,154 | $1.52M | 0.37% | −803−5.0% | Reduced |
| Focus Financial Network, Inc. | 15,202 | $1.52M | 0.09% | −236−1.5% | Reduced |
| Absher Wealth Management, LLC | 15,240 | $1.53M | 0.26% | +5,153+51.1% | Added |
| Bath Savings Trust Co | 15,247 | $1.53M | 0.19% | −2,275−13.0% | Reduced |
| Cypress Capital, LLC | 15,247 | $1.53M | 0.48% | +2,484+19.5% | Added |
| Moseley Investment Management Inc | 15,263 | $1.53M | 0.99% | +976+6.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 15,128 | $1.53M | 0.70% | −493−3.2% | Reduced |
| Bensler, LLC | 15,303 | $1.53M | 0.31% | +428+2.9% | Added |
| Stratos Wealth Advisors, LLC | 15,308 | $1.53M | 0.12% | −1,621−9.6% | Reduced |
| Hudson Canyon Capital Management | 15,419 | $1.54M | 1.29% | −91−0.6% | Reduced |
| Clarius Group, LLC | 15,427 | $1.54M | 0.13% | +2,189+16.5% | Added |
| Bigelow Investment Advisors, LLC | 15,480 | $1.55M | 0.89% | −99−0.6% | Reduced |
| Harbour Capital Advisors, LLC | 15,487 | $1.55M | 0.47% | −6,580−29.8% | Reduced |