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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Abbrea Capital, LLC | 30,675 | $3.07M | 0.52% | −30−0.1% | Reduced |
| SeaTown Holdings Pte. Ltd. | 30,740 | $3.08M | 0.42% | −70,000−69.5% | Reduced |
| Family Management Corp | 30,870 | $3.09M | 0.71% | +1,415+4.8% | Added |
| Vinva Investment Management Ltd | 31,521 | $3.09M | 0.26% | +31,521 | New |
| Colonial Trust Co | 30,903 | $3.09M | 0.79% | −236−0.8% | Reduced |
| Keene & Associates, Inc. | 30,903 | $3.09M | 2.40% | +15,657+102.7% | Added |
| German American Bancorp, Inc. | 30,952 | $3.10M | 0.46% | +7,152+30.1% | Added |
| Adell Harriman & Carpenter Inc | 30,983 | $3.10M | 0.33% | +2,351+8.2% | Added |
| Guardian Capital Advisors LP | 31,980 | $3.13M | 0.36% | +1,175+3.8% | Added |
| Northstar Group, Inc. | 31,361 | $3.14M | 0.81% | −2,324−6.9% | Reduced |
| Miracle Mile Advisors, LLC | 31,411 | $3.15M | 0.10% | −227−0.7% | Reduced |
| Culbertson A N & Co Inc | 31,413 | $3.15M | 0.64% | −756−2.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 31,445 | $3.15M | 1.68% | +108+0.3% | Added |
| WSFS Capital Management, LLC | 31,471 | $3.15M | 0.33% | −28−0.1% | Reduced |
| Engineers Gate Manager LP | 31,491 | $3.15M | 0.13% | +31,491 | New |
| Hamilton Wealth, LLC | 31,532 | $3.16M | 1.11% | +1,463+4.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 31,554 | $3.16M | 0.33% | −38,351−54.9% | Reduced |
| Arlington Financial Advisors, LLC | 31,622 | $3.17M | 1.22% | +11,260+55.3% | Added |
| Notis-McConarty Edward | 31,642 | $3.17M | 1.26% | +7,490+31.0% | Added |
| MUFG Securities EMEA plc | 31,671 | $3.17M | 0.06% | −90−0.3% | Reduced |
| Wellington Shields & Co., LLC | 31,680 | $3.17M | 0.71% | +980+3.2% | Added |
| Graybill Bartz & Assoc Ltd | 31,724 | $3.18M | 1.62% | +420+1.3% | Added |
| SlateStone Wealth, LLC | 31,776 | $3.18M | 0.66% | +2,612+9.0% | Added |
| Virginia Retirement Systems Et Al | 31,858 | $3.19M | 0.03% | −140,131−81.5% | Reduced |
| Resources Investment Advisors, LLC. | 31,944 | $3.20M | 0.08% | +1,059+3.4% | Added |
| Icapital Wealth LLC | 32,014 | $3.21M | 2.19% | −7,194−18.3% | Reduced |
| Mendel Money Management | 32,038 | $3.21M | 1.73% | +1,494+4.9% | Added |
| Flagship Harbor Advisors, LLC | 32,055 | $3.21M | 0.30% | −1,255−3.8% | Reduced |
| Heritage Trust Co | 32,084 | $3.21M | 0.51% | +566+1.8% | Added |
| NWF Advisory Services Inc. | 35,991 | $3.21M | 0.75% | +35,991 | New |
| Skylands Capital, LLC | 32,100 | $3.21M | 0.47% | −3,300−9.3% | Reduced |
| Eastern Bank | 32,135 | $3.22M | 0.16% | −209−0.6% | Reduced |
| Ascent Group, LLC | 32,164 | $3.22M | 0.34% | +4,040+14.4% | Added |
| Veriti Management LLC | 32,284 | $3.23M | 0.38% | +1,778+5.8% | Added |
| Puzo Michael J | 32,400 | $3.24M | 1.08% | +18,841+139.0% | Added |
| Guardian Capital LP | 32,696 | $3.27M | 0.10% | −785−2.3% | Reduced |
| J. Goldman & Co LP | 32,728 | $3.28M | 0.19% | +32,728 | New |
| Prospera Financial Services Inc | 32,877 | $3.29M | 0.14% | +1,707+5.5% | Added |
| Apollon Wealth Management, LLC | 32,982 | $3.30M | 0.20% | −1,798−5.2% | Reduced |
| Amica Mutual Insurance Co | 33,029 | $3.31M | 0.37% | −7,891−19.3% | Reduced |
| United Asset Strategies, Inc. | 33,253 | $3.33M | 0.44% | +4,092+14.0% | Added |
| Walter & Keenan Financial Consulting Co | 33,266 | $3.33M | 1.26% | −1,702−4.9% | Reduced |
| Gardner Lewis Asset Management L P | 33,298 | $3.33M | 1.18% | +1,730+5.5% | Added |
| Capital Analysts, LLC | 33,310 | $3.33M | 0.19% | +931+2.9% | Added |
| Kirr Marbach & Co LLC | 33,364 | $3.34M | 1.04% | +33,364 | New |
| American Trust | 33,454 | $3.35M | 0.23% | +3,630+12.2% | Added |
| Stonebridge Capital Management Inc | 33,495 | $3.35M | 1.61% | −5,250−13.6% | Reduced |
| Ravenstone Capital Management Inc. | 33,537 | $3.36M | 2.71% | −3,000−8.2% | Reduced |
| Account Management LLC | 33,553 | $3.36M | 4.30% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 33,558 | $3.36M | 1.05% | +3,064+10.0% | Added |
| Cambridge Trust Co | 33,600 | $3.36M | 0.16% | −9,009−21.1% | Reduced |
| Sequoia Financial Advisors, LLC | 33,685 | $3.37M | 0.07% | +176+0.5% | Added |
| Asset Management Group, Inc. | 33,754 | $3.38M | 0.75% | +1,148+3.5% | Added |
| Unigestion Holding SA | 34,519 | $3.39M | 0.18% | 00.0% | Unchanged |
| Connable Office Inc | 34,045 | $3.41M | 0.50% | −217−0.6% | Reduced |
| Goelzer Investment Management, Inc. | 34,048 | $3.41M | 0.30% | −8,013−19.1% | Reduced |
| Bender Robert & Associates | 34,068 | $3.41M | 1.06% | +425+1.3% | Added |
| Jefferies Financial Group Inc. | 34,181 | $3.42M | 0.07% | −38,409−52.9% | Reduced |
| William Allan, LLC | 34,256 | $3.43M | 2.72% | −326−0.9% | Reduced |
| MainStreet Investment Advisors LLC | 34,343 | $3.44M | 0.38% | +5,471+18.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 34,389 | $3.44M | 1.09% | +915+2.7% | Added |
| Brady Family Wealth, LLC | 34,445 | $3.45M | 1.36% | +1,328+4.0% | Added |
| Bogart Wealth, LLC | 34,473 | $3.45M | 0.23% | +2,732+8.6% | Added |
| Baker Ellis Asset Management LLC | 34,487 | $3.45M | 0.62% | +41+0.1% | Added |
| White Pine Investment CO | 34,520 | $3.46M | 1.24% | +1,745+5.3% | Added |
| J.W. Cole Advisors, Inc. | 34,515 | $3.46M | 0.25% | +2,042+6.3% | Added |
| Asset Dedication, LLC | 34,358 | $3.46M | 0.32% | +2,268+7.1% | Added |
| International Assets Investment Management, LLC | 34,560 | $3.46M | 0.50% | −21,121−37.9% | Reduced |
| Canandaigua National Bank & Trust Co | 34,568 | $3.46M | 0.58% | +34,568 | New |
| RB Capital Management, LLC | 34,609 | $3.47M | 1.13% | +223+0.6% | Added |
| Ameritas Advisory Services, LLC | 34,700 | $3.47M | 0.17% | −13,766−28.4% | Reduced |
| PEAK6 Investments LLC | 34,738 | $3.48M | 0.22% | +34,729+385,877.8% | Added |
| Mendota Financial Group, LLC | 25,362 | $3.48M | 3.48% | +9,860+63.6% | Added |
| Gilman Hill Asset Management, LLC | 34,747 | $3.48M | 0.71% | +1,356+4.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 34,767 | $3.48M | 0.16% | −2,710−7.2% | Reduced |
| Boyar Asset Management Inc. | 34,785 | $3.48M | 2.69% | −299−0.9% | Reduced |
| Choate Investment Advisors | 34,802 | $3.48M | 0.17% | +2,195+6.7% | Added |
| Parsons Capital Management Inc | 34,837 | $3.49M | 0.28% | −1,275−3.5% | Reduced |
| Moody National Bank Trust Division | 34,958 | $3.50M | 0.30% | −834−2.3% | Reduced |
| Zenyatta Capital Management LP | 35,000 | $3.50M | 3.77% | +35,000 | New |
| Hall Laurie J Trustee | 35,095 | $3.51M | 1.50% | +120+0.3% | Added |
| Perkins Coie Trust Co | 35,173 | $3.52M | 1.06% | −323−0.9% | Reduced |
| Pinpoint Asset Management Ltd | 35,200 | $3.52M | 0.95% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 35,258 | $3.53M | 1.51% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 35,329 | $3.54M | 0.93% | +1,321+3.9% | Added |
| Arrowstreet Capital, Limited Partnership | 35,357 | $3.54M | 0.00% | −120,073−77.3% | Reduced |
| Assetmark, Inc | 35,478 | $3.55M | 0.01% | +5,552+18.6% | Added |
| Kavar Capital Partners Group, LLC | 35,527 | $3.56M | 0.77% | −310−0.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 41,103 | $3.57M | 0.06% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 35,687 | $3.57M | 0.56% | +35,687 | New |
| Rossmore Private Capital | 35,717 | $3.58M | 0.56% | −2,657−6.9% | Reduced |
| Hedeker Wealth, LLC | 35,719 | $3.58M | 1.27% | +17,059+91.4% | Added |
| VELA Investment Management, LLC | 35,762 | $3.58M | 1.63% | +834+2.4% | Added |
| First Interstate Bank | 35,795 | $3.58M | 0.27% | +562+1.6% | Added |
| Coronation Fund Managers Ltd. | 35,825 | $3.59M | 0.10% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 35,937 | $3.60M | 1.34% | +1,790+5.2% | Added |
| Empowered Funds, LLC | 36,057 | $3.61M | 0.21% | −12,478−25.7% | Reduced |
| Centaurus Financial, Inc. | 36,061 | $3.61M | 0.29% | +4,351+13.7% | Added |
| Independent Financial Group, LLC | 36,071 | $3.61M | 0.29% | +2,865+8.6% | Added |
| Mill Creek Capital Advisors, LLC | 36,094 | $3.61M | 0.13% | +3,195+9.7% | Added |