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 |
|---|---|---|---|---|---|
| Ledge Wealth Management, Inc. | 21,652 | $2.17M | 1.03% | +2,476+12.9% | Added |
| Marex Group plc | 21,738 | $2.18M | 0.29% | −36,743−62.8% | Reduced |
| Harbour Investment Management LLC | 21,781 | $2.18M | 1.21% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 21,825 | $2.19M | 0.04% | +5,392+32.8% | Added |
| Greenline Partners, LLC | 21,894 | $2.19M | 0.42% | −274−1.2% | Reduced |
| Knuff & Co LLC | 21,953 | $2.20M | 0.87% | +267+1.2% | Added |
| Viking Fund Management LLC | 22,000 | $2.20M | 0.42% | 00.0% | Unchanged |
| Legacy Trust | 22,014 | $2.20M | 0.66% | +2,237+11.3% | Added |
| Rowland & Co Investment Counsel | 22,032 | $2.21M | 0.54% | +1,232+5.9% | Added |
| One Capital Management, LLC | 22,149 | $2.22M | 0.11% | +722+3.4% | Added |
| Cigna Investments Inc | 22,150 | $2.22M | 0.44% | −462−2.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 22,155 | $2.22M | 0.45% | +2,086+10.4% | Added |
| Davis-Rea Ltd. | 22,217 | $2.22M | 1.34% | −21,877−49.6% | Reduced |
| Frisch Financial Group, Inc. | 22,220 | $2.23M | 0.86% | +1,396+6.7% | Added |
| FDx Advisors, Inc. | 25,645 | $2.23M | 0.10% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 22,311 | $2.23M | 0.69% | −520−2.3% | Reduced |
| Concentric Capital Strategies, LP | 22,328 | $2.24M | 0.75% | +22,328 | New |
| Cladis Investment Advisory, LLC | 22,354 | $2.24M | 2.01% | +2,400+12.0% | Added |
| TrinityPoint Wealth, LLC | 22,358 | $2.24M | 0.48% | +3,408+18.0% | Added |
| Congress Park Capital LLC | 22,368 | $2.24M | 1.34% | +2,400+12.0% | Added |
| Douglass Winthrop Advisors, LLC | 22,427 | $2.25M | 0.06% | −3,960−15.0% | Reduced |
| Stone Point Wealth LLC | 22,444 | $2.25M | 1.00% | +50.0% | Added |
| Physicians Financial Services, Inc. | 22,447 | $2.25M | 0.95% | +350+1.6% | Added |
| BBJS Financial Advisors, LLC | 22,476 | $2.25M | 0.92% | +3,620+19.2% | Added |
| Boston Financial Mangement LLC | 22,488 | $2.25M | 0.09% | +119+0.5% | Added |
| Wealthspire Advisors, LLC | 22,497 | $2.25M | 0.04% | −2,418−9.7% | Reduced |
| Capital Asset Advisory Services LLC | 22,498 | $2.25M | 0.17% | +1,902+9.2% | Added |
| AFS Financial Group, LLC | 22,566 | $2.26M | 1.51% | +71+0.3% | Added |
| Romano Brothers and Company | 22,599 | $2.26M | 0.35% | −122−0.5% | Reduced |
| Continuum Advisory, LLC | 24,944 | $2.28M | 0.39% | +316+1.3% | Added |
| Monarch Capital Management Inc | 22,786 | $2.28M | 0.70% | +273+1.2% | Added |
| Chicago Trust Co NA | 22,842 | $2.29M | 0.57% | +1,988+9.5% | Added |
| Sky Investment Group LLC | 22,915 | $2.29M | 0.52% | −140−0.6% | Reduced |
| Petredis Investment Advisors LLC | 22,926 | $2.30M | 0.36% | +2,492+12.2% | Added |
| Wealth Alliance | 22,936 | $2.30M | 0.37% | +4,808+26.5% | Added |
| China Universal Asset Management Co., Ltd. | 22,963 | $2.30M | 0.78% | +13,616+145.7% | Added |
| LGT Fund Management Co Ltd. | 22,979 | $2.30M | 0.98% | +4,979+27.7% | Added |
| Fishman Jay A Ltd | 22,980 | $2.30M | 0.29% | −549−2.3% | Reduced |
| Snider Financial Group | 22,992 | $2.30M | 1.23% | −1,104−4.6% | Reduced |
| Ritholtz Wealth Management | 23,035 | $2.31M | 0.11% | +1,047+4.8% | Added |
| Iat Reinsurance Co Ltd. | 23,070 | $2.31M | 0.47% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 23,128 | $2.32M | 0.52% | +2,708+13.3% | Added |
| Menlo Advisors LLC | 23,148 | $2.32M | 1.59% | −630−2.6% | Reduced |
| Alpha Omega Wealth Management LLC | 23,274 | $2.33M | 0.40% | −4,649−16.6% | Reduced |
| Avidian Wealth Solutions, LLC | 23,323 | $2.34M | 0.13% | +2,911+14.3% | Added |
| Jackson Hole Capital Partners, LLC | 23,403 | $2.34M | 0.62% | −138−0.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 23,360 | $2.34M | 0.41% | −2,250−8.8% | Reduced |
| Dana Investment Advisors, Inc. | 23,380 | $2.34M | 0.12% | −46,014−66.3% | Reduced |
| Lavaca Capital LLC | 21,624 | $2.34M | 0.55% | −895−4.0% | Reduced |
| True North Advisors, LLC | 23,423 | $2.35M | 0.69% | −915−3.8% | Reduced |
| Paradigm Financial Partners, LLC | 23,459 | $2.35M | 0.63% | +780+3.4% | Added |
| Circle Wealth Management, LLC | 23,509 | $2.35M | 0.34% | −56−0.2% | Reduced |
| Allen Capital Group, LLC | 23,511 | $2.35M | 0.45% | +23,511 | New |
| Blackhawk Capital Partners LLC. | 23,539 | $2.36M | 1.72% | −3,173−11.9% | Reduced |
| JCIC Asset Management Inc. | 23,621 | $2.37M | 1.10% | +730+3.2% | Added |
| SageView Advisory Group, LLC | 23,738 | $2.38M | 0.15% | +10,519+79.6% | Added |
| Citizens Financial Group Inc | 23,739 | $2.38M | 0.09% | +451+1.9% | Added |
| Vestmark Advisory Solutions, Inc. | 23,763 | $2.38M | 0.10% | +2,451+11.5% | Added |
| Cito Capital Group, LLC | 23,790 | $2.38M | 1.19% | +500+2.1% | Added |
| Bill Few Associates, Inc. | 23,827 | $2.39M | 1.33% | +3,313+16.1% | Added |
| C2C Wealth Management, LLC | 24,380 | $2.39M | 0.39% | +8,002+48.9% | Added |
| CIC Wealth, LLC | 23,852 | $2.39M | 0.90% | −1,080−4.3% | Reduced |
| Herbst Group, LLC | 23,852 | $2.39M | 1.69% | +500+2.1% | Added |
| M Holdings Securities, Inc. | 23,981 | $2.40M | 0.25% | −2,559−9.6% | Reduced |
| Old Second National Bank of Aurora | 23,992 | $2.40M | 0.70% | −1,224−4.9% | Reduced |
| Searle & Co. | 23,463 | $2.40M | 0.79% | −724−3.0% | Reduced |
| Quantitative Investment Management, LLC | 24,099 | $2.41M | 0.51% | −8,301−25.6% | Reduced |
| Naples Global Advisors, LLC | 24,124 | $2.42M | 0.30% | −2,084−8.0% | Reduced |
| Focused Wealth Management, Inc | 24,158 | $2.42M | 0.49% | +84+0.3% | Added |
| Ameritas Investment Partners, Inc. | 24,160 | $2.42M | 0.10% | −7,226−23.0% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 24,190 | $2.42M | 0.16% | −33,410−58.0% | Reduced |
| Consolidated Investment Group LLC | 24,202 | $2.42M | 0.47% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 24,262 | $2.43M | 0.28% | +572+2.4% | Added |
| Kistler-Tiffany Companies, LLC | 24,304 | $2.43M | 0.46% | +1,442+6.3% | Added |
| Principle Wealth Partners LLC | 24,305 | $2.43M | 0.26% | −66−0.3% | Reduced |
| Beaton Management Co. Inc. | 24,336 | $2.44M | 1.64% | +100+0.4% | Added |
| Beach Investment Counsel Inc | 24,383 | $2.44M | 0.33% | +211+0.9% | Added |
| BOK Financial Private Wealth, Inc. | 24,387 | $2.44M | 0.20% | −46−0.2% | Reduced |
| Benin Management CORP | 24,399 | $2.44M | 0.93% | +4,285+21.3% | Added |
| Horan Capital Advisors, LLC. | 24,420 | $2.45M | 1.01% | +282+1.2% | Added |
| Ashton Thomas Private Wealth, LLC | 24,434 | $2.45M | 0.21% | +906+3.9% | Added |
| Liberty Capital Management, Inc. | 24,456 | $2.45M | 0.81% | +126+0.5% | Added |
| BancorpSouth Bank | 24,683 | $2.47M | 0.23% | −394−1.6% | Reduced |
| Fruth Investment Management | 24,752 | $2.48M | 0.72% | −50−0.2% | Reduced |
| Xcel Wealth Management, LLC | 24,769 | $2.48M | 0.87% | −328−1.3% | Reduced |
| Keating Investment Counselors Inc | 24,818 | $2.49M | 0.94% | −3,081−11.0% | Reduced |
| Iowa State Bank | 24,843 | $2.49M | 0.62% | −2,721−9.9% | Reduced |
| Change Path, LLC | 24,868 | $2.49M | 0.12% | −166−0.7% | Reduced |
| Windsor Advisory Group, LLC | 24,901 | $2.49M | 5.97% | −517−2.0% | Reduced |
| Brookfield Asset Management Inc. | 24,968 | $2.50M | 0.01% | +24,968 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $2.50M | 0.75% | 00.0% | Unchanged |
| Alight Capital Management LP | 25,000 | $2.50M | 1.54% | +25,000 | New |
| Essex LLC | 28,958 | $2.52M | 0.76% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 25,164 | $2.52M | 0.56% | +786+3.2% | Added |
| Brown Miller Wealth Management, LLC | 25,192 | $2.52M | 1.49% | +948+3.9% | Added |
| Curbstone Financial Management Corp | 25,210 | $2.52M | 0.61% | +340+1.4% | Added |
| L & S Advisors Inc | 25,304 | $2.53M | 0.35% | +2,607+11.5% | Added |
| M. Kulyk & Associates, LLC | 25,326 | $2.54M | 0.77% | −139−0.5% | Reduced |
| Citadel Investment Advisory, Inc. | 25,365 | $2.54M | 1.73% | −220−0.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 25,471 | $2.55M | 1.96% | 00.0% | Unchanged |