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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 54,801 | $5.49M | 0.87% | +6,002+12.3% | Added |
| Dynamic Advisor Solutions LLC | 54,979 | $5.51M | 0.32% | +11,342+26.0% | Added |
| Taconic Capital Advisors LP | 55,000 | $5.51M | 0.34% | +30,000+120.0% | Added |
| Pettyjohn, Wood & White, Inc | 55,224 | $5.53M | 1.35% | −292−0.5% | Reduced |
| Pictet & Cie (Europe) SA | 55,400 | $5.55M | 0.23% | −63,217−53.3% | Reduced |
| Fragasso Group Inc. | 55,449 | $5.55M | 0.63% | +5,162+10.3% | Added |
| CenterBook Partners LP | 55,541 | $5.56M | 0.79% | +44,032+382.6% | Added |
| Toth Financial Advisory Corp | 55,714 | $5.58M | 0.87% | +261+0.5% | Added |
| Private Asset Management Inc | 55,738 | $5.58M | 0.92% | −14,481−20.6% | Reduced |
| Desjardins Global Asset Management Inc. | 55,755 | $5.58M | 0.70% | +35,284+172.4% | Added |
| Hoylecohen, LLC | 55,889 | $5.60M | 0.52% | +701+1.3% | Added |
| Sompo Asset Management Co., Ltd. | 55,920 | $5.60M | 1.18% | −1,880−3.3% | Reduced |
| FAI Wealth Management | 55,958 | $5.60M | 5.09% | −344−0.6% | Reduced |
| Fagan Associates, Inc. | 56,135 | $5.62M | 1.40% | −766−1.3% | Reduced |
| Narwhal Capital Management | 56,140 | $5.62M | 0.70% | +16,161+40.4% | Added |
| GAM Holding AG | 56,373 | $5.64M | 0.39% | −3,745−6.2% | Reduced |
| Clough Capital Partners L P | 56,400 | $5.65M | 0.61% | +56,400 | New |
| Mogy Joel R Investment Counsel Inc | 56,456 | $5.65M | 0.50% | −2,204−3.8% | Reduced |
| Exchange Capital Management, Inc. | 56,640 | $5.67M | 1.15% | +7,453+15.2% | Added |
| Essex Investment Management Co LLC | 56,921 | $5.70M | 0.83% | +8,391+17.3% | Added |
| Lyell Wealth Management, LP | 57,003 | $5.71M | 0.80% | −1,805−3.1% | Reduced |
| Talbot Financial, LLC | 57,022 | $5.71M | 1.06% | +3,681+6.9% | Added |
| Logan Capital Management Inc | 57,062 | $5.71M | 0.28% | −180.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 57,302 | $5.74M | 0.65% | +6,694+13.2% | Added |
| Acadian Asset Management LLC | 57,377 | $5.74M | 0.03% | +45,862+398.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 57,424 | $5.75M | 0.15% | +286+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 57,641 | $5.77M | 0.09% | +18,027+45.5% | Added |
| Welch & Forbes LLC | 57,930 | $5.80M | 0.10% | −3,126−5.1% | Reduced |
| Atwater Malick LLC | 58,113 | $5.82M | 2.73% | +2,456+4.4% | Added |
| Power Corp of Canada | 62,167 | $5.85M | 0.61% | +12,171+24.3% | Added |
| Pallas Capital Advisors LLC | 58,675 | $5.85M | 0.55% | +14,554+33.0% | Added |
| City Holding Co | 58,504 | $5.86M | 1.05% | +312+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 58,678 | $5.88M | 0.30% | +5,941+11.3% | Added |
| McCollum Christoferson Group LLC | 58,858 | $5.89M | 1.82% | −198−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 58,942 | $5.90M | 0.02% | +2,706+4.8% | Added |
| Sonora Investment Management Group, LLC | 59,130 | $5.92M | 0.52% | +1,013+1.7% | Added |
| Vision Capital Management, Inc. | 59,150 | $5.92M | 1.07% | −6,086−9.3% | Reduced |
| Aptus Capital Advisors, LLC | 59,159 | $5.92M | 0.17% | +2,991+5.3% | Added |
| Global Retirement Partners, LLC | 58,886 | $5.94M | 0.32% | +4,835+8.9% | Added |
| Brown Brothers Harriman & Co | 59,444 | $5.95M | 0.05% | +2,665+4.7% | Added |
| Advisor Partners II, LLC | 59,614 | $5.97M | 0.33% | +12,471+26.5% | Added |
| 1st Source Bank | 59,867 | $5.99M | 0.40% | −1,269−2.1% | Reduced |
| Wade G W & Inc | 59,934 | $6.00M | 0.23% | −1,062−1.7% | Reduced |
| Independent Advisor Alliance | 60,010 | $6.01M | 0.29% | −2,034−3.3% | Reduced |
| Sand Hill Global Advisors, LLC | 60,011 | $6.01M | 0.32% | +1,871+3.2% | Added |
| Gifford Fong Associates | 60,039 | $6.01M | 1.58% | −39,981−40.0% | Reduced |
| Anderson Hoagland & Co | 60,106 | $6.02M | 0.86% | +5,904+10.9% | Added |
| NZS Capital, LLC | 60,224 | $6.03M | 0.32% | −940−1.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 60,349 | $6.04M | 0.39% | −1,391−2.3% | Reduced |
| Papp L Roy & Associates | 60,535 | $6.06M | 0.82% | −28,657−32.1% | Reduced |
| Argent Trust Co | 60,548 | $6.06M | 0.38% | +2,338+4.0% | Added |
| WealthBridge Investment Counsel Inc. | 60,711 | $6.08M | 2.69% | −1,760−2.8% | Reduced |
| Columbia Asset Management | 60,923 | $6.10M | 1.39% | +4,169+7.3% | Added |
| Motley Fool Wealth Management, LLC | 60,936 | $6.10M | 0.38% | +1,467+2.5% | Added |
| Roundview Capital LLC | 61,531 | $6.16M | 0.64% | −13,320−17.8% | Reduced |
| Pioneer Trust Bank N A | 61,632 | $6.17M | 1.82% | +805+1.3% | Added |
| Toroso Investments, LLC | 61,695 | $6.18M | 0.20% | +5,518+9.8% | Added |
| Colony Capital, Inc. | 62,074 | $6.22M | 0.77% | +62,074 | New |
| Anchor Investment Management, LLC | 62,089 | $6.22M | 0.85% | −904−1.4% | Reduced |
| Ancora Advisors, LLC | 63,232 | $6.33M | 0.18% | +392+0.6% | Added |
| Perigon Wealth Management, LLC | 63,759 | $6.38M | 0.36% | −7,371−10.4% | Reduced |
| Zeno Research, LLC | 64,027 | $6.41M | 4.29% | +26,149+69.0% | Added |
| Stelac Advisory Services LLC | 64,175 | $6.43M | 2.79% | +120+0.2% | Added |
| Exencial Wealth Advisors, LLC | 64,450 | $6.45M | 0.33% | −8,466−11.6% | Reduced |
| Brookstone Capital Management | 64,562 | $6.48M | 0.13% | +8,636+15.4% | Added |
| Buckingham Capital Management, Inc. | 64,775 | $6.49M | 1.04% | +2,077+3.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 65,002 | $6.51M | 0.53% | −331−0.5% | Reduced |
| WoodTrust Financial Corp | 65,083 | $6.52M | 1.26% | +13,344+25.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 65,139 | $6.52M | 1.08% | +57,966+808.1% | Added |
| Hillman Capital Management, Inc. | 65,490 | $6.56M | 2.48% | −254−0.4% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 65,499 | $6.56M | 2.62% | +7,745+13.4% | Added |
| CWM, LLC | 65,568 | $6.57M | 0.04% | +9,961+17.9% | Added |
| Lowe Brockenbrough & Co Inc | 66,036 | $6.61M | 0.54% | +2,941+4.7% | Added |
| Janney Capital Management LLC | 66,398 | $6.65M | 0.50% | +11,066+20.0% | Added |
| Cullinan Associates Inc | 66,651 | $6.67M | 0.39% | +500+0.8% | Added |
| Evercore Wealth Management, LLC | 66,662 | $6.67M | 0.13% | −21,695−24.6% | Reduced |
| M&R Capital Management Inc | 66,801 | $6.69M | 1.87% | −328−0.5% | Reduced |
| First Nebraska Trust Co | 66,931 | $6.70M | 0.84% | −665−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 67,481 | $6.76M | 0.11% | −6,819−9.2% | Reduced |
| SG Americas Securities, LLC | 67,493 | $6.76M | 0.09% | +61,042+946.2% | Added |
| Burns J W & Co Inc | 67,615 | $6.77M | 1.15% | −393−0.6% | Reduced |
| Girard Partners Ltd. | 67,874 | $6.80M | 0.75% | +4,560+7.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 67,997 | $6.81M | 2.34% | +2,466+3.8% | Added |
| Edgemoor Investment Advisors, Inc. | 68,069 | $6.82M | 0.83% | −450−0.7% | Reduced |
| Gunderson Capital Management Inc. | 68,521 | $6.86M | 5.10% | +68,521 | New |
| Baker Chad R | 69,060 | $6.91M | 1.76% | +1,560+2.3% | Added |
| First Financial Bank - Trust Division | 69,177 | $6.93M | 0.74% | +5,273+8.3% | Added |
| Marco Investment Management LLC | 69,618 | $6.97M | 0.79% | −47−0.1% | Reduced |
| Motco | 69,677 | $6.98M | 0.47% | +2,876+4.3% | Added |
| BLB&B Advisors, LLC | 69,739 | $6.98M | 0.52% | +3,365+5.1% | Added |
| Kelly Lawrence W & Associates Inc | 70,046 | $7.01M | 1.90% | −200−0.3% | Reduced |
| Appleton Partners Inc | 70,405 | $7.05M | 0.63% | +40.0% | Added |
| Great Valley Advisor Group, Inc. | 70,409 | $7.05M | 0.33% | −5,999−7.9% | Reduced |
| Moors & Cabot, Inc. | 70,456 | $7.05M | 0.49% | +4,134+6.2% | Added |
| Northwest & Ethical Investments L.P. | 70,739 | $7.08M | 0.24% | −11,804−14.3% | Reduced |
| Tufton Capital Management | 70,835 | $7.09M | 1.53% | +136+0.2% | Added |
| Tower Research Capital LLC (TRC) | 71,068 | $7.12M | 0.23% | −140,749−66.4% | Reduced |
| Parthenon LLC | 71,332 | $7.14M | 1.09% | +1,336+1.9% | Added |
| Lincoln National Corp | 71,432 | $7.15M | 0.15% | +4,660+7.0% | Added |
| Mitchell Sinkler & Starr | 71,636 | $7.17M | 2.12% | +1,168+1.7% | Added |