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 |
|---|---|---|---|---|---|
| Chapman Investment Management, LLC | 44,505 | $4.46M | 3.67% | −832−1.8% | Reduced |
| Ironwood Investment Counsel, LLC | 44,595 | $4.47M | 1.06% | +4,828+12.1% | Added |
| Bank of Nova Scotia Trust Co | 44,702 | $4.48M | 0.49% | +2,708+6.4% | Added |
| NFJ Investment Group, LLC | 44,770 | $4.48M | 0.12% | +7,394+19.8% | Added |
| Costello Asset Management, INC | 44,809 | $4.49M | 4.62% | −155−0.3% | Reduced |
| Shufro Rose & Co LLC | 44,842 | $4.49M | 0.42% | −1,196−2.6% | Reduced |
| Cubic Asset Management, LLC | 44,923 | $4.50M | 1.26% | −445−1.0% | Reduced |
| Eisler Capital (US) LLC | 45,000 | $4.51M | 2.27% | +45,000 | New |
| Gluskin Sheff & Assoc Inc | 45,001 | $4.51M | 0.25% | −3,176−6.6% | Reduced |
| Institute for Wealth Management, LLC. | 45,068 | $4.51M | 0.88% | +2,196+5.1% | Added |
| Telemus Capital, LLC | 45,175 | $4.52M | 0.40% | +772+1.7% | Added |
| Illinois Municipal Retirement Fund | 45,186 | $4.52M | 0.10% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 45,215 | $4.53M | 0.26% | +1,333+3.0% | Added |
| Harbor Advisors LLC | 45,320 | $4.54M | 1.06% | −10,818−19.3% | Reduced |
| Fiduciary Alliance LLC | 45,352 | $4.54M | 1.14% | +1,837+4.2% | Added |
| Brave Asset Management Inc | 45,402 | $4.55M | 1.45% | +21,579+90.6% | Added |
| Siemens Fonds Invest GmbH | 45,606 | $4.57M | 0.48% | −2,358−4.9% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 45,718 | $4.58M | 2.44% | +1,138+2.6% | Added |
| Beech Hill Advisors, Inc. | 45,830 | $4.59M | 2.31% | −240−0.5% | Reduced |
| Somerville Kurt F | 45,851 | $4.59M | 0.84% | +12,745+38.5% | Added |
| Princeton Capital Management LLC | 46,166 | $4.62M | 1.98% | −1,812−3.8% | Reduced |
| AQR Capital Management LLC | 46,969 | $4.63M | 0.01% | −53,251−53.1% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 46,400 | $4.65M | 0.09% | −143,209−75.5% | Reduced |
| GHP Investment Advisors, Inc. | 46,544 | $4.66M | 0.30% | +3,073+7.1% | Added |
| Simmons Bank | 46,593 | $4.67M | 0.40% | −1,577−3.3% | Reduced |
| Hyman Charles D | 46,598 | $4.67M | 0.31% | +4,149+9.8% | Added |
| PFS Investments Inc. | 46,689 | $4.67M | 0.08% | −30,517−39.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 46,864 | $4.69M | 0.20% | −102−0.2% | Reduced |
| Cresset Asset Management, LLC | 46,911 | $4.70M | 0.09% | −12,878−21.5% | Reduced |
| Meyer Handelman Co | 47,031 | $4.71M | 0.20% | +1,875+4.2% | Added |
| Altrafin AG | 47,114 | $4.72M | 2.32% | +820+1.8% | Added |
| DRW Securities, LLC | 47,267 | $4.73M | 0.69% | +47,267 | New |
| Key Financial Inc | 47,619 | $4.77M | 1.74% | +176+0.4% | Added |
| Levin Capital Strategies, L.P. | 47,734 | $4.78M | 0.60% | −8,066−14.5% | Reduced |
| Yarbrough Capital, LLC | 47,781 | $4.78M | 0.39% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 47,894 | $4.80M | 0.60% | +31,090+185.0% | Added |
| Independent Investors Inc | 48,040 | $4.81M | 1.19% | 00.0% | Unchanged |
| First Western Trust Bank | 48,146 | $4.82M | 0.25% | +2,514+5.5% | Added |
| Ostrum Asset Management | 48,203 | $4.83M | 0.42% | +48,203 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 48,220 | $4.83M | 0.65% | −1,071−2.2% | Reduced |
| Freestone Capital Holdings, LLC | 48,259 | $4.83M | 0.21% | −1,907−3.8% | Reduced |
| Eagle Rock Investment Company, LLC | 48,304 | $4.84M | 1.11% | +6,950+16.8% | Added |
| Cozad Asset Management Inc | 48,399 | $4.85M | 0.64% | −5,292−9.9% | Reduced |
| Highland Capital Management, LLC | 48,478 | $4.85M | 0.36% | +1,414+3.0% | Added |
| Sara-Bay Financial | 48,655 | $4.87M | 2.49% | −4,088−7.8% | Reduced |
| Trust Co of Toledo NA | 48,787 | $4.89M | 0.87% | +480+1.0% | Added |
| Koshinski Asset Management, Inc. | 49,222 | $4.93M | 0.48% | −1,564−3.1% | Reduced |
| Stony Point Wealth Management Inc. | 49,686 | $4.98M | 2.58% | −1,340−2.6% | Reduced |
| K.J. Harrison & Partners Inc | 51,367 | $4.99M | 1.01% | −36,320−41.4% | Reduced |
| Citizens National Bank Trust Department | 49,924 | $5.00M | 1.39% | −585−1.2% | Reduced |
| Nwam LLC | 50,083 | $5.01M | 0.51% | +30,922+161.4% | Added |
| Northwest Bancshares, Inc. | 50,242 | $5.03M | 0.97% | +1,155+2.4% | Added |
| Clearstead Advisors, LLC | 50,332 | $5.04M | 0.37% | +598+1.2% | Added |
| Redwood Investments, LLC | 50,496 | $5.06M | 0.65% | +17,622+53.6% | Added |
| LVM Capital Management Ltd | 50,642 | $5.07M | 0.70% | +745+1.5% | Added |
| IPG Investment Advisors LLC | 50,784 | $5.09M | 1.16% | +8,030+18.8% | Added |
| Leavell Investment Management, Inc. | 50,795 | $5.09M | 0.36% | −5,659−10.0% | Reduced |
| Empirical Finance, LLC | 50,923 | $5.10M | 0.48% | +2,404+5.0% | Added |
| Schmidt P J Investment Management Inc | 51,052 | $5.10M | 1.07% | −1,766−3.3% | Reduced |
| BKD Wealth Advisors, LLC | 51,024 | $5.11M | 0.17% | +7,061+16.1% | Added |
| Walter Public Investments Inc. | 51,028 | $5.11M | 1.54% | −1,158−2.2% | Reduced |
| Atlantic Union Bankshares Corp | 51,081 | $5.11M | 0.53% | −10,716−17.3% | Reduced |
| Perennial Advisors, LLC | 51,106 | $5.12M | 1.46% | +795+1.6% | Added |
| Fulton Bank, N.A. | 51,337 | $5.14M | 0.27% | −706−1.4% | Reduced |
| Legal Advantage Investments, Inc. | 51,427 | $5.15M | 3.78% | +560+1.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 51,612 | $5.17M | 1.24% | +845+1.7% | Added |
| Boston Private Wealth LLC | 51,705 | $5.18M | 0.07% | −24,290−32.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 51,761 | $5.18M | 0.08% | +14,635+39.4% | Added |
| Winslow Asset Management Inc | 52,122 | $5.22M | 1.22% | +289+0.6% | Added |
| Spire Wealth Management | 52,125 | $5.22M | 0.20% | +13,858+36.2% | Added |
| Capital Investment Advisors, LLC | 52,230 | $5.23M | 0.15% | −2,971−5.4% | Reduced |
| Lafayette Investments, Inc. | 52,236 | $5.23M | 1.45% | −730−1.4% | Reduced |
| Synergy Financial Management, LLC | 52,259 | $5.23M | 1.28% | +4,146+8.6% | Added |
| Beta Wealth Group, Inc. | 52,291 | $5.24M | 3.00% | +6,748+14.8% | Added |
| Novare Capital Management LLC | 52,522 | $5.26M | 0.60% | +8,298+18.8% | Added |
| Kempner Capital Management Inc. | 52,729 | $5.28M | 3.09% | 00.0% | Unchanged |
| FORA Capital, LLC | 52,736 | $5.28M | 0.53% | +17,685+50.5% | Added |
| Strategy Asset Managers LLC | 52,739 | $5.28M | 1.29% | −464−0.9% | Reduced |
| NBT Bank N A | 52,775 | $5.28M | 0.77% | −55−0.1% | Reduced |
| Everence Capital Management Inc | 52,802 | $5.29M | 0.43% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 52,873 | $5.29M | 1.87% | −586−1.1% | Reduced |
| Means Investment Co., Inc. | 52,942 | $5.30M | 0.93% | −51−0.1% | Reduced |
| HB Wealth Management, LLC | 53,034 | $5.31M | 0.09% | −3,292−5.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 53,219 | $5.33M | 0.12% | −8,280−13.5% | Reduced |
| Brown Shipley& Co Ltd | 53,296 | $5.34M | 3.44% | +53,296 | New |
| Marietta Wealth Management, LLC | 53,670 | $5.37M | 1.14% | +2,863+5.6% | Added |
| Van Strum & Towne Inc. | 53,760 | $5.38M | 2.30% | +1,001+1.9% | Added |
| Cutler Group LP | 53,766 | $5.38M | 0.85% | −25,153−31.9% | Reduced |
| Signaturefd, LLC | 53,781 | $5.39M | 0.15% | +512+1.0% | Added |
| Van Den Berg Management I, Inc | 53,844 | $5.39M | 2.01% | −132−0.2% | Reduced |
| First National Trust Co | 53,858 | $5.39M | 0.29% | −1,589−2.9% | Reduced |
| Stamos Capital Partners, L.P. | 53,880 | $5.40M | 1.39% | +19,530+56.9% | Added |
| BTC Capital Management, Inc. | 54,040 | $5.40M | 0.62% | +1,390+2.6% | Added |
| Steel Peak Wealth Management LLC | 53,945 | $5.40M | 0.37% | +3,970+7.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 53,947 | $5.40M | 5.92% | +7,089+15.1% | Added |
| Ar Asset Management Inc | 53,975 | $5.41M | 1.45% | +9,260+20.7% | Added |
| Phoenix Holdings Ltd. | 54,366 | $5.42M | 0.12% | +15,132+38.6% | Added |
| Kinneret Advisory, LLC | 54,170 | $5.42M | 0.70% | −2,910−5.1% | Reduced |
| Courier Capital LLC | 54,287 | $5.44M | 0.60% | −941−1.7% | Reduced |
| River Wealth Advisors LLC | 54,399 | $5.45M | 0.99% | −1,018−1.8% | Reduced |