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; 2,947 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 | 2,947 | $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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| PFG Private Wealth Management, LLC | 585 | $58.6K | 0.04% | −74−11.2% | Reduced |
| NewSquare Capital LLC | 586 | $58.7K | 0.01% | +278+90.3% | Added |
| New Millennium Group LLC | 587 | $58.8K | 0.06% | +25+4.4% | Added |
| Dakota Community Bank & Trust NA | 592 | $59.3K | 0.37% | +417+238.3% | Added |
| Park Circle Co | 600 | $60.1K | 0.06% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 600 | $60.1K | 0.07% | 00.0% | Unchanged |
| Savior LLC | 605 | $60.6K | 0.05% | −15−2.4% | Reduced |
| Penserra Capital Management LLC | 639 | $63.0K | 0.00% | −188−22.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 644 | $64.5K | 0.01% | −385−37.4% | Reduced |
| Pacifica Partners Inc. | 648 | $64.5K | 0.04% | 00.0% | Unchanged |
| Garda Capital Partners LP | 648 | $64.9K | 0.06% | +648 | New |
| Stone House Investment Management, LLC | 665 | $66.6K | 0.02% | +665 | New |
| Cranbrook Wealth Management, LLC | 673 | $67.4K | 0.02% | +3+0.4% | Added |
| IMA Wealth, Inc. | 690 | $69.1K | 0.02% | −578−45.6% | Reduced |
| Carderock Capital Management Inc | 700 | $70.1K | 0.02% | +700 | New |
| Timber Creek Capital Management LLC | 713 | $71.4K | 0.03% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 725 | $72.6K | 0.04% | +725 | New |
| Canton Hathaway, LLC | 745 | $75.0K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 773 | $77.4K | 0.03% | +141+22.3% | Added |
| Emfo, LLC | 776 | $77.7K | 0.07% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 786 | $78.7K | 0.12% | +104+15.2% | Added |
| Antonetti Capital Management LLC | 792 | $79.3K | 0.12% | 00.0% | Unchanged |
| Rise Advisors, LLC | 811 | $81.2K | 0.06% | −230−22.1% | Reduced |
| Cornerstone Management, Inc. | 819 | $82.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 821 | $82.2K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 827 | $82.8K | 0.03% | +65+8.5% | Added |
| Avion Wealth | 964 | $83.0K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 832 | $83.0K | 0.10% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 562 | $84.0K | 0.07% | −901−61.6% | Reduced |
| Cedar Mountain Advisors, LLC | 851 | $85.2K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 854 | $86.0K | 0.04% | −140−14.1% | Reduced |
| Mascoma Wealth Management LLC | 856 | $87.7K | 0.03% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 891 | $89.2K | 0.04% | +386+76.4% | Added |
| Riverview Trust Co | 931 | $93.2K | 0.09% | +53+6.0% | Added |
| Lowe Wealth Advisors, LLC | 935 | $93.7K | 0.05% | −25−2.6% | Reduced |
| Natixis Investment Managers International | 939 | $94.0K | 0.01% | +281+42.7% | Added |
| Wolff Wiese Magana LLC | 939 | $94.1K | 0.08% | −129−12.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 947 | $94.8K | 0.04% | +71+8.1% | Added |
| KB Financial Partners, LLC | 945 | $95.0K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 953 | $95.4K | 0.03% | +2+0.2% | Added |
| Creative Capital Management Investments LLC | 960 | $96.1K | 0.07% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 967 | $96.8K | 0.04% | −219−18.5% | Reduced |
| Rock Creek Group, LP | 975 | $97.6K | 0.01% | −129−11.7% | Reduced |
| Price Jennifer C. | 1,000 | $100.1K | 0.03% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,001 | $100.2K | 0.03% | −242−19.5% | Reduced |
| JJJ Advisors Inc. | 1,026 | $102.5K | 0.03% | +5+0.5% | Added |
| First PREMIER Bank | 1,027 | $103.0K | 0.03% | +181+21.4% | Added |
| 25 LLC | 1,006 | $103.5K | 0.06% | +1,006 | New |
| Newton One Investments LLC | 1,038 | $103.9K | 0.06% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,039 | $104.0K | 0.10% | +1,039 | New |
| CKW Financial Group | 1,060 | $106.0K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,065 | $106.6K | 0.09% | −4,572−81.1% | Reduced |
| Blue Chip Partners, Inc. | 1,076 | $107.8K | 0.01% | +1,076 | New |
| Activest Wealth Management | 1,117 | $110.0K | 0.07% | +1,117 | New |
| Castleview Partners, LLC | 1,099 | $110.0K | 0.10% | −120−9.8% | Reduced |
| Lansing Street Advisors | 1,112 | $111.3K | 0.07% | +1,043+1,511.6% | Added |
| Institutional & Family Asset Management, LLC | 1,131 | $113.2K | 0.02% | +118+11.6% | Added |
| Copeland Capital Management, LLC | 1,150 | $115.0K | 0.00% | −500−30.3% | Reduced |
| Kenfarb & Co. | 1,159 | $116.0K | 0.10% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,165 | $116.7K | 0.09% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,166 | $116.8K | 0.05% | +755+183.7% | Added |
| Annapolis Financial Services, LLC | 1,205 | $120.7K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,216 | $121.8K | 0.11% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,217 | $121.9K | 0.08% | −30−2.4% | Reduced |
| Kelly Financial Services LLC | 1,232 | $123.4K | 0.06% | +11+0.9% | Added |
| Magellan Asset Management Ltd | 1,256 | $125.8K | 0.00% | −220−14.9% | Reduced |
| HighMark Wealth Management LLC | 1,269 | $127.1K | 0.10% | +47+3.8% | Added |
| Contravisory Investment Management, Inc. | 1,270 | $127.2K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,279 | $128.1K | 0.09% | +957+297.2% | Added |
| Financial Management Professionals, Inc. | 1,299 | $130.0K | 0.03% | +860+195.9% | Added |
| PFS Partners, LLC | 1,363 | $136.5K | 0.13% | −170−11.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,370 | $137.2K | 0.10% | +485+54.8% | Added |
| Benjamin Edwards Inc | 1,380 | $138.0K | 0.03% | −849−38.1% | Reduced |
| Wolverine Asset Management LLC | 1,385 | $138.7K | 0.00% | −47,174−97.1% | Reduced |
| Level Financial Advisors, Inc. | 1,425 | $142.7K | 0.09% | −5−0.3% | Reduced |
| Morton Brown Family Wealth, LLC | 1,448 | $145.0K | 0.09% | +38+2.7% | Added |
| Coastal Capital Group, Inc. | 1,450 | $145.2K | 0.03% | −92−6.0% | Reduced |
| Compass Wealth Management LLC | 1,452 | $145.4K | 0.05% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,462 | $146.4K | 0.01% | −969−39.9% | Reduced |
| Eagle Bay Advisors LLC | 1,464 | $146.6K | 0.08% | +568+63.4% | Added |
| Tucker Asset Management LLC | 1,465 | $146.7K | 0.04% | +213+17.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,466 | $146.8K | 0.01% | −6,937−82.6% | Reduced |
| DT Investment Partners, LLC | 1,480 | $151.3K | 0.02% | −105−6.6% | Reduced |
| United Community Bank | 1,570 | $157.2K | 0.15% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,601 | $160.3K | 0.07% | +1,201+300.3% | Added |
| Sutton Wealth Advisors Inc. | 1,613 | $161.5K | 0.09% | −2,429−60.1% | Reduced |
| AllSquare Wealth Management LLC | 1,636 | $163.8K | 0.11% | +150+10.1% | Added |
| Capital Advisors, Ltd. LLC | 1,642 | $164.0K | 0.03% | −744−31.2% | Reduced |
| Paladin Advisory Group, LLC | 1,644 | $164.6K | 0.14% | +1,644 | New |
| PrairieView Partners, LLC | 1,650 | $165.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,652 | $165.4K | 0.07% | +339+25.8% | Added |
| Dividend Assets Capital, LLC | 1,910 | $166.0K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,715 | $171.7K | 0.13% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,720 | $172.2K | 0.07% | +191+12.5% | Added |
| Tfo-TDC, LLC | 1,729 | $173.1K | 0.04% | +1,720+19,111.1% | Added |
| Blue Bell Private Wealth Management, LLC | 1,735 | $173.8K | 0.05% | −300−14.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,737 | $173.9K | 0.14% | +34+2.0% | Added |
| Capula Management Ltd | 1,747 | $174.9K | 0.02% | −177,718−99.0% | Reduced |
| HHM Wealth Advisors, LLC | 1,784 | $178.6K | 0.04% | −35−1.9% | Reduced |
| Stephens Consulting, LLC | 1,795 | $179.7K | 0.11% | 00.0% | Unchanged |