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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 36,102 | $3.62M | 0.07% | +767+2.2% | Added |
| Bristlecone Advisors, LLC | 36,145 | $3.62M | 0.40% | +4,002+12.5% | Added |
| Ami Investment Management Inc | 36,163 | $3.62M | 1.69% | +609+1.7% | Added |
| Boston Family Office LLC | 36,192 | $3.62M | 0.29% | +355+1.0% | Added |
| Cullen Capital Management LLC | 36,226 | $3.63M | 0.03% | +16,182+80.7% | Added |
| Patten & Patten Inc | 36,550 | $3.66M | 0.32% | −3,889−9.6% | Reduced |
| Lynch & Associates | 36,662 | $3.67M | 0.96% | −279−0.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 36,667 | $3.67M | 1.34% | +1,444+4.1% | Added |
| Lincluden Management Ltd | 36,687 | $3.67M | 0.43% | −674−1.8% | Reduced |
| Arkadios Wealth Advisors | 36,717 | $3.68M | 0.44% | −2,226−5.7% | Reduced |
| Allen Investment Management LLC | 36,741 | $3.68M | 0.06% | +107+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 36,806 | $3.69M | 0.41% | +8,076+28.1% | Added |
| Meridian Wealth Management, LLC | 36,959 | $3.70M | 0.32% | +2,519+7.3% | Added |
| Epoch Investment Partners, Inc. | 37,081 | $3.71M | 0.02% | −1,333−3.5% | Reduced |
| Sepio Capital, LP | 37,096 | $3.71M | 0.34% | +9,869+36.2% | Added |
| Rothschild Investment Corp | 37,119 | $3.72M | 0.33% | +2,118+6.1% | Added |
| North Star Investment Management Corp. | 37,151 | $3.72M | 0.31% | +514+1.4% | Added |
| Financial Avengers, Inc. | 37,210 | $3.73M | 2.86% | +878+2.4% | Added |
| Violich Capital Management, Inc. | 37,207 | $3.73M | 0.64% | −305−0.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 37,268 | $3.73M | 1.03% | +2,318+6.6% | Added |
| Univest Financial Corp | 37,316 | $3.74M | 1.17% | +12,038+47.6% | Added |
| Boston Research & Management Inc | 37,551 | $3.76M | 1.12% | +5,621+17.6% | Added |
| Wealthcare Advisory Partners LLC | 37,603 | $3.77M | 0.16% | −29−0.1% | Reduced |
| Diligent Investors, LLC | 37,737 | $3.78M | 1.17% | −35−0.1% | Reduced |
| Townsend & Associates, Inc | 36,986 | $3.79M | 1.52% | +12,866+53.3% | Added |
| Robinson Value Management, Ltd. | 37,965 | $3.80M | 2.92% | −83−0.2% | Reduced |
| Check Capital Management Inc | 38,058 | $3.81M | 0.35% | −785−2.0% | Reduced |
| First Hawaiian Bank | 38,176 | $3.82M | 0.13% | +2,020+5.6% | Added |
| Dillon & Associates Inc | 38,276 | $3.83M | 0.76% | +536+1.4% | Added |
| Terry L. Blaker | 38,298 | $3.83M | 0.34% | −2,792−6.8% | Reduced |
| Park Avenue Securities LLC | 38,485 | $3.85M | 0.07% | −2,244−5.5% | Reduced |
| Chartwell Investment Partners, LLC | 38,481 | $3.85M | 0.15% | +143+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38,773 | $3.87M | 0.27% | +926+2.4% | Added |
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.88M | 0.60% | 00.0% | Unchanged |
| American National Bank | 38,889 | $3.89M | 0.72% | +11,447+41.7% | Added |
| Quadrant Private Wealth Management, LLC | 39,311 | $3.94M | 1.23% | +2,615+7.1% | Added |
| HBW Advisory Services LLC | 19,503 | $3.94M | 0.98% | −23,226−54.4% | Reduced |
| Krilogy Financial LLC | 39,381 | $3.94M | 0.33% | −789−2.0% | Reduced |
| V2 Financial group LLC | 39,411 | $3.95M | 2.85% | +271+0.7% | Added |
| Varma Mutual Pension Insurance Co | 39,439 | $3.95M | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 39,513 | $3.96M | 0.26% | +8,973+29.4% | Added |
| Wells Trecaso Financial Group, LLC | 39,524 | $3.96M | 1.83% | +1,022+2.7% | Added |
| Mandatum Life Insurance Co Ltd | 39,575 | $3.96M | 1.17% | +166+0.4% | Added |
| Sowell Financial Services LLC | 39,597 | $3.96M | 0.31% | −16,222−29.1% | Reduced |
| Graypoint LLC | 39,757 | $3.98M | 0.43% | −14,755−27.1% | Reduced |
| We Are One Seven, LLC | 39,770 | $3.98M | 0.25% | +108+0.3% | Added |
| Arlington Partners LLC | 39,792 | $3.98M | 0.57% | −1,382−3.4% | Reduced |
| Jeppson Wealth Management, LLC | 39,904 | $4.00M | 1.74% | −270−0.7% | Reduced |
| Motley Fool Asset Management LLC | 39,913 | $4.00M | 0.44% | −292−0.7% | Reduced |
| Covington Investment Advisors Inc. | 40,100 | $4.01M | 0.88% | −12,569−23.9% | Reduced |
| Thematics Asset Management | 40,124 | $4.02M | 0.22% | +1,283+3.3% | Added |
| HBK Sorce Advisory LLC | 40,168 | $4.02M | 0.18% | −30,714−43.3% | Reduced |
| Asset Advisors Investment Management, LLC | 40,169 | $4.02M | 0.53% | −6,705−14.3% | Reduced |
| Arrow Financial Corp | 40,204 | $4.03M | 0.52% | −298−0.7% | Reduced |
| Strategic Advisors LLC | 40,313 | $4.04M | 0.82% | −924−2.2% | Reduced |
| Savant Capital, LLC | 40,428 | $4.05M | 0.08% | +6,294+18.4% | Added |
| Texas Yale Capital Corp. | 40,438 | $4.05M | 0.21% | −200.0% | Reduced |
| Poehling Capital Management, LLC | 40,700 | $4.08M | 1.37% | +19,192+89.2% | Added |
| Greenleaf Trust | 40,702 | $4.08M | 0.05% | +2,713+7.1% | Added |
| Allworth Financial LP | 40,716 | $4.08M | 0.04% | −2,272−5.3% | Reduced |
| Family Capital Trust Co | 40,839 | $4.09M | 1.58% | +120+0.3% | Added |
| Bessemer Group Inc | 40,952 | $4.10M | 0.01% | −8,679−17.5% | Reduced |
| Legacy Advisors, LLC | 40,993 | $4.10M | 0.76% | +1,507+3.8% | Added |
| Pavion Blue Capital, LLC | 41,029 | $4.11M | 2.53% | +139+0.3% | Added |
| Hartford Financial Management Inc. | 41,095 | $4.11M | 1.06% | −581−1.4% | Reduced |
| Keel Point, LLC | 41,220 | $4.13M | 0.60% | +1,797+4.6% | Added |
| Buckhead Capital Management LLC | 41,260 | $4.13M | 0.97% | −7,527−15.4% | Reduced |
| Townsend Asset Management Corp | 41,405 | $4.15M | 2.14% | +1,704+4.3% | Added |
| Madison Wealth Management | 41,411 | $4.15M | 0.90% | −506−1.2% | Reduced |
| United Services Automobile Association | 41,806 | $4.19M | 0.13% | −25,427−37.8% | Reduced |
| Gotham Asset Management, LLC | 41,901 | $4.20M | 0.10% | +16,511+65.0% | Added |
| Alberta Investment Management Corp | 42,000 | $4.21M | 0.04% | +42,000 | New |
| Evoke Wealth, LLC | 72,197 | $4.22M | 0.15% | +3,345+4.9% | Added |
| Bridge Creek Capital Management LLC | 42,205 | $4.23M | 1.59% | +277+0.7% | Added |
| Welch Group, LLC | 42,208 | $4.23M | 0.25% | +7,428+21.4% | Added |
| Hunter Associates Investment Management LLC | 42,280 | $4.24M | 0.91% | −759−1.8% | Reduced |
| Close Asset Management Ltd | 42,514 | $4.25M | 0.21% | +7,252+20.6% | Added |
| Pariax, LLC | 42,662 | $4.27M | 13.00% | +3,684+9.5% | Added |
| Moreno Evelyn V | 42,693 | $4.27M | 0.97% | +1,861+4.6% | Added |
| Quantinno Capital Management LP | 42,769 | $4.28M | 0.28% | +8,460+24.7% | Added |
| Rice Partnership, LLC | 42,846 | $4.29M | 1.29% | +341+0.8% | Added |
| Mission Wealth Management, LP | 42,881 | $4.29M | 0.18% | +2,054+5.0% | Added |
| Schnieders Capital Management LLC | 42,997 | $4.31M | 0.97% | −7,435−14.7% | Reduced |
| Charter Trust Co | 43,042 | $4.31M | 0.34% | +1,843+4.5% | Added |
| Vestcor Inc | 43,074 | $4.31M | 0.16% | −173−0.4% | Reduced |
| Wallington Asset Management, LLC | 43,072 | $4.31M | 0.86% | +420+1.0% | Added |
| South State Corp. | 43,215 | $4.33M | 0.40% | −6,454−13.0% | Reduced |
| HM Payson & Co | 43,298 | $4.34M | 0.10% | −1,188−2.7% | Reduced |
| RNC Capital Management LLC | 43,335 | $4.34M | 0.24% | +1,246+3.0% | Added |
| Schwerin Boyle Capital Management Inc | 43,650 | $4.37M | 0.45% | −2,300−5.0% | Reduced |
| Kennon-Green & Company, LLC | 43,739 | $4.38M | 4.15% | +4,795+12.3% | Added |
| Bard Financial Services, Inc. | 43,780 | $4.38M | 0.35% | −40−0.1% | Reduced |
| Farmers National Bank | 43,812 | $4.39M | 1.55% | +2,319+5.6% | Added |
| IFP Advisors, Inc | 38,911 | $4.40M | 0.21% | −50,452−56.5% | Reduced |
| swisspartners Advisors Ltd | 44,003 | $4.41M | 3.68% | −75−0.2% | Reduced |
| Capital Investment Counsel, Inc | 44,091 | $4.41M | 1.01% | −3,122−6.6% | Reduced |
| Annex Advisory Services, LLC | 44,158 | $4.42M | 0.24% | +863+2.0% | Added |
| CAPROCK Group, Inc. | 44,162 | $4.42M | 0.34% | +2,750+6.6% | Added |
| Belpointe Asset Management LLC | 44,297 | $4.44M | 0.24% | −4,919−10.0% | Reduced |
| Capstone Investment Advisors, LLC | 44,321 | $4.44M | 0.14% | −10,348−18.9% | Reduced |