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
- 3,076
- +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
- 1,304 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 |
|---|---|---|---|---|---|
| First National Bank & Trust Co of Newtown | 15,519 | $1.55M | 0.34% | −480−3.0% | Reduced |
| Spreng Capital Management, Inc. | 15,545 | $1.56M | 1.34% | −1,390−8.2% | Reduced |
| Westside Investment Management, Inc. | 15,678 | $1.56M | 0.46% | +465+3.1% | Added |
| Wealthsource Partners, LLC | 15,549 | $1.56M | 0.11% | −1,374−8.1% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 15,550 | $1.56M | 0.92% | +250+1.6% | Added |
| Auxier Asset Management | 15,573 | $1.56M | 0.27% | −190−1.2% | Reduced |
| Cypress Asset Management Inc | 15,599 | $1.56M | 0.54% | −87−0.6% | Reduced |
| Cinctive Capital Management LP | 15,647 | $1.57M | 0.06% | −20,210−56.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,651 | $1.57M | 0.26% | −2,672−14.6% | Reduced |
| Garde Capital, Inc. | 15,655 | $1.57M | 0.17% | +1,000+6.8% | Added |
| Private Trust Co NA | 15,701 | $1.57M | 0.21% | +2,891+22.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,710 | $1.57M | 0.02% | +15,710 | New |
| Carmel Capital Partners, LLC | 15,724 | $1.57M | 0.93% | −986−5.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 15,753 | $1.58M | 0.32% | −97−0.6% | Reduced |
| Donaldson Capital Management, LLC | 15,788 | $1.58M | 0.07% | −21,887−58.1% | Reduced |
| Roberts Glore & Co Inc | 15,805 | $1.58M | 0.53% | +121+0.8% | Added |
| Family Legacy, Inc. | 15,836 | $1.59M | 0.68% | +747+5.0% | Added |
| Chiron Capital Management, LLC | 15,840 | $1.59M | 1.10% | −100−0.6% | Reduced |
| Quantum Private Wealth, LLC | 15,847 | $1.59M | 0.86% | −308−1.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 15,890 | $1.59M | 0.37% | −1,710−9.7% | Reduced |
| First Business Financial Services, Inc. | 15,929 | $1.59M | 0.20% | +1,177+8.0% | Added |
| GM Advisory Group, Inc. | 15,959 | $1.60M | 0.15% | +82+0.5% | Added |
| Norway Savings Bank | 15,970 | $1.60M | 0.81% | +625+4.1% | Added |
| Financial Advisory Service, Inc. | 15,983 | $1.60M | 0.17% | −495−3.0% | Reduced |
| Sterling Investment Management, Inc. | 15,991 | $1.60M | 1.27% | −6,548−29.1% | Reduced |
| Hudson Value Partners, LLC | 16,032 | $1.61M | 0.91% | +378+2.4% | Added |
| GYL Financial Synergies, LLC | 16,043 | $1.61M | 0.19% | +4,554+39.6% | Added |
| Invst, LLC | 16,083 | $1.61M | 0.25% | +3,270+25.5% | Added |
| Aldebaran Financial Inc. | 16,077 | $1.61M | 2.17% | −7,430−31.6% | Reduced |
| Phraction Management LLC | 16,127 | $1.61M | 0.93% | −2,589−13.8% | Reduced |
| CV Advisors LLC | 16,142 | $1.62M | 1.53% | −2,705−14.4% | Reduced |
| Mizuho Securities Co. Ltd. | 16,150 | $1.62M | 5.03% | +6,630+69.6% | Added |
| Good Life Advisors, LLC | 16,151 | $1.62M | 0.21% | −477−2.9% | Reduced |
| Sippican Capital Advisors | 16,158 | $1.62M | 1.55% | +89+0.6% | Added |
| Sterling Investment Counsel, LLC | 16,200 | $1.62M | 0.96% | +1,039+6.9% | Added |
| CFM Wealth Partners LLC | 16,244 | $1.63M | 0.45% | +31+0.2% | Added |
| Csenge Advisory Group | 16,303 | $1.63M | 0.12% | +145+0.9% | Added |
| Delta Financial Group, Inc. | 16,311 | $1.63M | 0.64% | −216−1.3% | Reduced |
| Trustco Bank Corp N Y | 16,325 | $1.63M | 1.80% | +31+0.2% | Added |
| New England Research & Management, Inc. | 16,332 | $1.64M | 0.96% | +2,380+17.1% | Added |
| Eudaimonia Partners, LLC | 16,350 | $1.64M | 0.40% | +1,713+11.7% | Added |
| Ellsworth Advisors, LLC | 16,402 | $1.64M | 0.58% | +471+3.0% | Added |
| Linker Capital Management Inc. | 16,432 | $1.65M | 1.80% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 16,439 | $1.65M | 1.66% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 16,471 | $1.65M | 0.36% | +3,522+27.2% | Added |
| Connolly Sarah T. | 16,478 | $1.65M | 1.05% | +790+5.0% | Added |
| Capital International Ltd | 16,503 | $1.65M | 0.10% | +16,503 | New |
| Strategic Financial Services, Inc, | 16,512 | $1.65M | 0.13% | −1,820−9.9% | Reduced |
| GSB Wealth Management, LLC | 16,523 | $1.65M | 0.54% | +10+0.1% | Added |
| Drexel Morgan & Co. | 16,586 | $1.66M | 0.42% | −199,500−92.3% | Reduced |
| Fundamentun, LLC | 16,592 | $1.66M | 0.28% | −1,239−6.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,657 | $1.67M | 0.84% | +10,536+172.1% | Added |
| JNBA Financial Advisors | 16,659 | $1.67M | 0.22% | −77−0.5% | Reduced |
| LCNB Corp | 16,720 | $1.67M | 0.76% | −700−4.0% | Reduced |
| Benedetti & Gucer, Inc. | 16,772 | $1.68M | 0.96% | +6,241+59.3% | Added |
| Investment Research & Advisory Group, Inc. | 16,790 | $1.68M | 1.09% | +4,213+33.5% | Added |
| Boltwood Capital Management | 16,906 | $1.69M | 0.63% | −126−0.7% | Reduced |
| MSH Capital Advisors LLC | 16,970 | $1.70M | 0.73% | −430−2.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 16,979 | $1.70M | 0.70% | −200−1.2% | Reduced |
| HCR Wealth Advisors | 16,986 | $1.70M | 0.34% | −982−5.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 17,000 | $1.70M | 1.10% | +17,000 | New |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.70M | 0.66% | 00.0% | Unchanged |
| Miller Investment Management, LP | 17,023 | $1.70M | 0.28% | 00.0% | Unchanged |
| Profund Advisors LLC | 17,067 | $1.71M | 0.11% | −19,447−53.3% | Reduced |
| Kiley Juergens Wealth Management, LLC | 17,091 | $1.71M | 0.64% | −465−2.6% | Reduced |
| Wintrust Investments LLC | 17,101 | $1.71M | 0.22% | −1,537−8.2% | Reduced |
| CRA Financial Services, LLC | 17,100 | $1.71M | 0.51% | +177+1.0% | Added |
| Scott & Selber, Inc. | 17,129 | $1.72M | 0.73% | +388+2.3% | Added |
| BCGM Wealth Management, LLC | 17,151 | $1.72M | 0.87% | +9,641+128.4% | Added |
| Old National Bancorp | 17,167 | $1.72M | 0.05% | +425+2.5% | Added |
| Charter Research & Investment Group, Inc. | 17,210 | $1.72M | 1.51% | +70+0.4% | Added |
| Stillwater Investment Management, LLC | 17,217 | $1.72M | 0.46% | −258−1.5% | Reduced |
| Chapin Davis, Inc. | 17,292 | $1.73M | 0.90% | +3,593+26.2% | Added |
| Dover Advisors, LLC | 17,304 | $1.73M | 1.67% | +1,701+10.9% | Added |
| Perennial Investment Advisors, LLC | 17,308 | $1.73M | 0.32% | +2,543+17.2% | Added |
| Sculati Wealth Management, LLC | 17,313 | $1.73M | 0.92% | +666+4.0% | Added |
| L.M. Kohn & Company | 17,316 | $1.73M | 0.72% | +781+4.7% | Added |
| World Equity Group, Inc. | 165,584 | $1.74M | 0.30% | +143,596+653.1% | Added |
| Birmingham Capital Management Co Inc | 17,406 | $1.74M | 0.70% | −50.0% | Reduced |
| Waldron Private Wealth LLC | 17,441 | $1.75M | 0.08% | −6,764−27.9% | Reduced |
| RS Crum Inc. | 17,461 | $1.75M | 0.67% | −24−0.1% | Reduced |
| Cohen Investment Advisors LLC | 17,485 | $1.75M | 1.38% | +203+1.2% | Added |
| Fairfield, Bush & Co. | 17,496 | $1.75M | 0.62% | +10,207+140.0% | Added |
| Fort Sheridan Advisors LLC | 17,499 | $1.75M | 0.44% | −130−0.7% | Reduced |
| Garrison Asset Management, LLC | 17,531 | $1.76M | 1.09% | +170+1.0% | Added |
| Campbell Newman Asset Management Inc | 17,565 | $1.76M | 0.17% | −6,434−26.8% | Reduced |
| Essex Financial Services, Inc. | 17,573 | $1.76M | 0.19% | +47+0.3% | Added |
| Stonnington Group, LLC | 17,474 | $1.76M | 0.46% | +2,967+20.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,609 | $1.76M | 1.10% | +905+5.4% | Added |
| Cypress Capital Group | 17,613 | $1.76M | 0.27% | +388+2.3% | Added |
| Arrowroot Family Office, LLC | 17,692 | $1.77M | 1.51% | +17,692 | New |
| Lindbrook Capital, LLC | 17,760 | $1.78M | 0.21% | −382−2.1% | Reduced |
| Laidlaw Wealth Management LLC | 17,760 | $1.78M | 0.36% | −1,179−6.2% | Reduced |
| Bedel Financial Consulting, Inc. | 17,779 | $1.78M | 0.43% | +176+1.0% | Added |
| Studio Investment Management LLC | 17,818 | $1.78M | 0.54% | +35+0.2% | Added |
| Deane Retirement Strategies, Inc. | 17,848 | $1.79M | 0.98% | −513−2.8% | Reduced |
| Ionic Capital Management LLC | 17,840 | $1.79M | 0.68% | −5,110−22.3% | Reduced |
| Thomas Story & Son LLC | 17,854 | $1.79M | 0.87% | −500−2.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,910 | $1.79M | 1.11% | 00.0% | Unchanged |
| Citizens Business Bank | 17,926 | $1.79M | 0.41% | −314−1.7% | Reduced |