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 |
|---|---|---|---|---|---|
| Summit X, LLC | 25,506 | $2.55M | 0.66% | +4,480+21.3% | Added |
| Rehmann Capital Advisory Group | 25,632 | $2.57M | 0.24% | +508+2.0% | Added |
| Berkshire Bank | 25,636 | $2.57M | 0.76% | −617−2.4% | Reduced |
| Mengis Capital Management, Inc. | 25,663 | $2.57M | 0.54% | −75−0.3% | Reduced |
| DFPG Investments, LLC | 25,684 | $2.57M | 0.28% | +6,476+33.7% | Added |
| Larson Financial Group LLC | 25,684 | $2.57M | 0.28% | −583−2.2% | Reduced |
| Regatta Capital Group, LLC | 29,604 | $2.57M | 0.92% | 00.0% | Unchanged |
| Bradley Mark J. | 25,726 | $2.58M | 1.87% | +605+2.4% | Added |
| Horizon Investments, LLC | 25,833 | $2.59M | 0.08% | −9,432−26.7% | Reduced |
| TCW Group Inc | 25,848 | $2.59M | 0.03% | +135+0.5% | Added |
| Rodgers Brothers Inc. | 25,924 | $2.60M | 0.50% | −197−0.8% | Reduced |
| JSF Financial, LLC | 25,979 | $2.60M | 0.97% | +382+1.5% | Added |
| Robertson Stephens Wealth Management, LLC | 26,081 | $2.61M | 0.21% | −78−0.3% | Reduced |
| Middleton & Co Inc | 26,099 | $2.61M | 0.38% | +315+1.2% | Added |
| Bull Street Advisors, LLC | 26,128 | $2.62M | 1.36% | +300+1.2% | Added |
| WCG Wealth Advisors LLC | 26,157 | $2.62M | 0.34% | +114+0.4% | Added |
| Smith, Moore & Co. | 26,168 | $2.62M | 0.36% | +892+3.5% | Added |
| FRG Family Wealth Advisors LLC | 26,319 | $2.64M | 0.60% | −750−2.8% | Reduced |
| Harbour Investments, Inc. | 26,334 | $2.64M | 0.14% | +297+1.1% | Added |
| Diversified Trust Co | 26,336 | $2.64M | 0.10% | +5,312+25.3% | Added |
| Cornerstone Wealth Management, LLC | 26,344 | $2.64M | 0.26% | +26,344 | New |
| Condor Capital Management | 26,382 | $2.64M | 0.33% | −43−0.2% | Reduced |
| Coldstream Capital Management Inc | 26,388 | $2.64M | 0.09% | −766−2.8% | Reduced |
| SOL Capital Management CO | 26,412 | $2.64M | 0.43% | +650+2.5% | Added |
| First Horizon Advisors, Inc. | 26,467 | $2.65M | 0.09% | +109+0.4% | Added |
| Butensky & Cohen Financial Security, Inc | 26,472 | $2.65M | 0.96% | +1,657+6.7% | Added |
| Horizon Wealth Management, LLC | 26,484 | $2.65M | 1.99% | +689+2.7% | Added |
| Integrated Advisors Network LLC | 26,533 | $2.66M | 0.16% | +1,664+6.7% | Added |
| Smithfield Trust Co | 26,582 | $2.66M | 0.17% | +5,066+23.5% | Added |
| Wunderlich Capital Managemnt | 26,588 | $2.66M | 1.39% | +517+2.0% | Added |
| Northstar Asset Management LLC | 26,589 | $2.66M | 0.78% | +746+2.9% | Added |
| Alliance Wealth Advisors, LLC | 26,659 | $2.67M | 2.00% | −1,026−3.7% | Reduced |
| Northwest Investment Counselors, LLC | 26,673 | $2.67M | 0.74% | +1,400+5.5% | Added |
| Lynch Asset Management, Inc. | 26,675 | $2.67M | 1.92% | +6,250+30.6% | Added |
| Community Bank, N.A. | 26,709 | $2.67M | 0.36% | +400+1.5% | Added |
| Transcend Wealth Collective, LLC | 26,716 | $2.68M | 0.28% | −2,281−7.9% | Reduced |
| Consolidated Capital Management, LLC | 26,769 | $2.68M | 1.44% | −268−1.0% | Reduced |
| Vickerman Investment Advisors, Inc. | 26,789 | $2.68M | 1.06% | +107+0.4% | Added |
| Quinn Opportunity Partners LLC | 26,800 | $2.68M | 0.29% | −6,500−19.5% | Reduced |
| Asio Capital, LLC | 26,836 | $2.69M | 0.70% | +4,091+18.0% | Added |
| Hanson & Doremus Investment Management | 26,880 | $2.69M | 0.60% | +1,544+6.1% | Added |
| WBH Advisory Inc | 27,009 | $2.70M | 0.34% | +27,009 | New |
| Pettee Investors, Inc. | 27,128 | $2.72M | 1.30% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 27,162 | $2.72M | 0.92% | −313−1.1% | Reduced |
| BDO Wealth Advisors, LLC | 27,166 | $2.72M | 0.33% | −701−2.5% | Reduced |
| Journey Advisory Group, LLC | 27,187 | $2.72M | 0.43% | −3,313−10.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 27,247 | $2.73M | 0.29% | −260−0.9% | Reduced |
| Concentric Wealth Management, LLC | 27,291 | $2.73M | 0.90% | +438+1.6% | Added |
| Pitcairn Co | 27,296 | $2.73M | 0.25% | +5,581+25.7% | Added |
| Addison Capital Co | 27,348 | $2.74M | 2.06% | −6,877−20.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 27,910 | $2.75M | 0.42% | +27,910 | New |
| SOA Wealth Advisors, LLC. | 27,488 | $2.75M | 0.68% | +141+0.5% | Added |
| Bridgewater Advisors Inc. | 27,632 | $2.77M | 0.60% | −480−1.7% | Reduced |
| Summit Place Financial Advisors, LLC | 27,634 | $2.77M | 1.96% | +551+2.0% | Added |
| Advisors Asset Management, Inc. | 27,641 | $2.77M | 0.06% | −3,751−11.9% | Reduced |
| Brighton Jones LLC | 27,679 | $2.77M | 0.16% | −511−1.8% | Reduced |
| RSM US Wealth Management LLC | 27,736 | $2.78M | 0.10% | +18,377+196.4% | Added |
| Westhampton Capital, LLC | 27,769 | $2.78M | 1.79% | −1,180−4.1% | Reduced |
| Weil Company, Inc. | 27,915 | $2.80M | 1.27% | +2,642+10.5% | Added |
| Sicart Associates LLC | 27,980 | $2.80M | 1.09% | −2,295−7.6% | Reduced |
| AMG National Trust Bank | 28,000 | $2.80M | 0.10% | −1,235−4.2% | Reduced |
| Oak Harvest Investment Services | 28,015 | $2.81M | 0.65% | −2,610−8.5% | Reduced |
| Oder Investment Management, LLC | 28,021 | $2.81M | 3.28% | +734+2.7% | Added |
| Itau Unibanco Holding S.A. | 28,060 | $2.81M | 0.14% | −32,467−53.6% | Reduced |
| Patton Albertson Miller Group, LLC | 28,157 | $2.82M | 0.52% | +12,789+83.2% | Added |
| Western Wealth Management, LLC | 28,194 | $2.82M | 0.26% | +922+3.4% | Added |
| Legacy Private Trust Co. | 28,263 | $2.83M | 0.24% | −5,742−16.9% | Reduced |
| Pegasus Asset Management, Inc. | 28,283 | $2.83M | 1.40% | +1,162+4.3% | Added |
| Bridgeway Capital Management, LLC | 28,391 | $2.84M | 0.08% | −7,885−21.7% | Reduced |
| Dorchester Wealth Management Co | 28,470 | $2.85M | 0.59% | +869+3.1% | Added |
| Altfest L J & Co Inc | 28,486 | $2.85M | 0.45% | +3,994+16.3% | Added |
| Birch Hill Investment Advisors LLC | 28,602 | $2.86M | 0.18% | +200+0.7% | Added |
| New Hampshire Trust | 28,693 | $2.87M | 0.77% | +930+3.3% | Added |
| SeaCrest Wealth Management, LLC | 28,718 | $2.88M | 0.39% | +647+2.3% | Added |
| Joel Isaacson & Co., LLC | 28,732 | $2.88M | 0.21% | +469+1.7% | Added |
| Te Ahumairangi Investment Management Ltd | 28,776 | $2.88M | 0.41% | −523−1.8% | Reduced |
| Jacobi Capital Management LLC | 28,829 | $2.89M | 0.34% | +2,190+8.2% | Added |
| Sterneck Capital Management, LLC | 28,939 | $2.90M | 1.83% | +6,233+27.5% | Added |
| Financial Advocates Investment Management | 28,964 | $2.90M | 0.22% | +107+0.4% | Added |
| Forum Financial Management, LP | 29,018 | $2.91M | 0.08% | −178−0.6% | Reduced |
| McDonald Partners LLC | 29,027 | $2.91M | 0.94% | −1,846−6.0% | Reduced |
| Sumitomo Life Insurance Co | 29,131 | $2.92M | 0.25% | −214−0.7% | Reduced |
| Hills Bank & Trust Co | 29,565 | $2.96M | 0.41% | −171−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 29,571 | $2.96M | 0.19% | −748−2.5% | Reduced |
| Montag A & Associates Inc | 29,597 | $2.96M | 0.19% | −559−1.9% | Reduced |
| SevenBridge Financial Group, LLC | 29,627 | $2.97M | 0.82% | +664+2.3% | Added |
| IMS Capital Management | 29,638 | $2.97M | 1.77% | −774−2.5% | Reduced |
| RiverPark Advisors, LLC | 29,696 | $2.97M | 1.99% | −4,591−13.4% | Reduced |
| Diversified Investment Strategies, LLC | 29,732 | $2.98M | 2.12% | −205−0.7% | Reduced |
| Achmea Investment Management B.V. | 29,741 | $2.98M | 0.09% | −14,831−33.3% | Reduced |
| M. Kraus & Co | 29,912 | $3.00M | 1.06% | +101+0.3% | Added |
| Caldwell Trust Co | 29,985 | $3.00M | 0.42% | −4,258−12.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $3.00M | 2.41% | 00.0% | Unchanged |
| Canal Insurance CO | 30,000 | $3.00M | 0.82% | +30,000 | New |
| American Investment Services, Inc. | 34,671 | $3.01M | 0.62% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30,354 | $3.04M | 0.65% | −517−1.7% | Reduced |
| Jag Capital Management, LLC | 30,461 | $3.05M | 0.39% | +1,157+3.9% | Added |
| Gs Investments, Inc. | 30,491 | $3.05M | 1.76% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 30,674 | $3.05M | 1.40% | +1,323+4.5% | Added |
| Webster Bank, N. A. | 30,567 | $3.06M | 0.40% | −2,745−8.2% | Reduced |