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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 71,723 | $7.18M | 0.20% | +2,118+3.0% | Added |
| Industrial Alliance Investment Management Inc. | 72,980 | $7.31M | 0.20% | +11,060+17.9% | Added |
| Pacific Global Investment Management CO | 73,001 | $7.31M | 1.60% | −4,664−6.0% | Reduced |
| Wetherby Asset Management Inc | 73,066 | $7.32M | 0.43% | +1,909+2.7% | Added |
| Integrated Wealth Concepts LLC | 73,201 | $7.33M | 0.15% | +24,428+50.1% | Added |
| Westchester Capital Management, Inc. | 73,448 | $7.35M | 2.11% | −2,223−2.9% | Reduced |
| Berkshire Asset Management LLC | 73,678 | $7.38M | 0.46% | +1,628+2.3% | Added |
| DCM Advisors, LLC | 73,772 | $7.39M | 3.44% | +507+0.7% | Added |
| Marble Harbor Investment Counsel, LLC | 74,356 | $7.45M | 0.96% | +31,765+74.6% | Added |
| Metis Global Partners, LLC | 75,304 | $7.54M | 0.48% | +19,423+34.8% | Added |
| Equitable Holdings, Inc. | 75,401 | $7.55M | 0.12% | +6,839+10.0% | Added |
| Noesis Capital Mangement Corp | 75,582 | $7.57M | 1.92% | +1,627+2.2% | Added |
| Carret Asset Management, LLC | 75,626 | $7.57M | 1.05% | −5,810−7.1% | Reduced |
| Journey Strategic Wealth LLC | 76,019 | $7.61M | 0.80% | +587+0.8% | Added |
| Edge Wealth Management LLC | 76,081 | $7.62M | 1.75% | −73−0.1% | Reduced |
| Telos Capital Management, Inc. | 76,506 | $7.66M | 1.07% | −2,877−3.6% | Reduced |
| Bowen Hanes & Co Inc | 76,955 | $7.71M | 0.26% | −1,610−2.0% | Reduced |
| Formuepleje A/S | 77,073 | $7.72M | 0.57% | +5,093+7.1% | Added |
| Strategic Wealth Designers | 77,202 | $7.73M | 1.43% | +19,255+33.2% | Added |
| Bulltick Wealth Management, LLC | 77,278 | $7.74M | 2.03% | +1,340+1.8% | Added |
| Kanawha Capital Management LLC | 77,772 | $7.79M | 0.75% | +13,101+20.3% | Added |
| Ironvine Capital Partners, LLC | 78,060 | $7.82M | 0.99% | 00.0% | Unchanged |
| Tiaa, FSB | 78,484 | $7.86M | 0.03% | −5,921−7.0% | Reduced |
| Tamar Securities, LLC | 78,567 | $7.87M | 2.26% | +23,045+41.5% | Added |
| Central Trust Co | 78,709 | $7.88M | 0.23% | −3,896−4.7% | Reduced |
| EULAV Asset Management | 79,000 | $7.91M | 0.31% | +6,000+8.2% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 86,000 | $7.93M | 1.32% | 00.0% | Unchanged |
| LMCG Investments, LLC | 79,163 | $7.93M | 0.53% | +3,804+5.0% | Added |
| Hudson Valley Investment Advisors Inc | 85,318 | $7.93M | 1.11% | +39,077+84.5% | Added |
| West Coast Financial LLC | 79,312 | $7.94M | 1.22% | +2,289+3.0% | Added |
| Iyo Bank, Ltd. | 79,440 | $7.95M | 4.66% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 79,536 | $7.96M | 0.35% | +2,135+2.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 79,651 | $7.97M | 0.93% | +602+0.8% | Added |
| Pacific Heights Asset Management LLC | 80,000 | $8.01M | 0.75% | 00.0% | Unchanged |
| Shellback Capital, LP | 80,000 | $8.01M | 0.90% | +80,000 | New |
| Punch & Associates Investment Management, Inc. | 80,358 | $8.05M | 0.52% | +49,077+156.9% | Added |
| Wedbush Securities Inc | 81,011 | $8.11M | 0.41% | −2,493−3.0% | Reduced |
| E. Ohman J:or Asset Management AB | 81,100 | $8.12M | 0.32% | +2,100+2.7% | Added |
| Beaumont Financial Advisors, LLC | 81,233 | $8.13M | 0.82% | +18,496+29.5% | Added |
| Albion Financial Group | 81,324 | $8.14M | 0.74% | +4,163+5.4% | Added |
| Synovus Financial Corp | 81,422 | $8.15M | 0.09% | −2,598−3.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 81,544 | $8.17M | 0.74% | +213+0.3% | Added |
| Prudential PLC | 81,634 | $8.17M | 0.10% | −3,722−4.4% | Reduced |
| Metropolitan Life Insurance Co | 81,709 | $8.18M | 0.42% | −23,736−22.5% | Reduced |
| Bleakley Financial Group, LLC | 82,103 | $8.19M | 0.27% | +7,126+9.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 81,930 | $8.20M | 0.73% | −7,587−8.5% | Reduced |
| Veritable, L.P. | 82,002 | $8.21M | 0.14% | +338+0.4% | Added |
| John G Ullman & Associates Inc | 82,116 | $8.22M | 1.28% | +21,900+36.4% | Added |
| KMG Fiduciary Partners, LLC | 82,387 | $8.25M | 1.18% | +12,014+17.1% | Added |
| Thomasville National Bank | 82,432 | $8.25M | 0.85% | +65,468+385.9% | Added |
| KLCM Advisors, Inc. | 82,861 | $8.30M | 1.65% | −407−0.5% | Reduced |
| Grassi Investment Management | 82,999 | $8.31M | 1.03% | +6,125+8.0% | Added |
| Shelton Capital Management | 83,138 | $8.32M | 0.35% | +49,638+148.2% | Added |
| First American Trust, FSB | 83,255 | $8.34M | 1.24% | +20,279+32.2% | Added |
| Exchange Traded Concepts, LLC | 83,347 | $8.35M | 0.23% | +6,123+7.9% | Added |
| Blume Capital Management, Inc. | 83,465 | $8.36M | 2.66% | +75+0.1% | Added |
| Mutual Advisors, LLC | 83,485 | $8.36M | 0.34% | +5,217+6.7% | Added |
| Balyasny Asset Management LLC | 83,707 | $8.38M | 0.03% | +52,433+167.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 83,761 | $8.39M | 2.46% | +3,665+4.6% | Added |
| Baxter Bros Inc | 83,894 | $8.40M | 1.32% | +141+0.2% | Added |
| Bourgeon Capital Management LLC | 83,957 | $8.41M | 2.00% | +19,543+30.3% | Added |
| Cabot Wealth Management Inc | 83,995 | $8.41M | 1.33% | +2,137+2.6% | Added |
| JB Capital LLC | 84,018 | $8.41M | 0.77% | +8,025+10.6% | Added |
| New Mexico Educational Retirement Board | 84,355 | $8.45M | 0.43% | −2,700−3.1% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 84,704 | $8.46M | 1.80% | −2,025−2.3% | Reduced |
| Weatherly Asset Management L. P. | 84,601 | $8.47M | 1.10% | +815+1.0% | Added |
| Bokf, NA | 84,836 | $8.49M | 0.18% | −16,628−16.4% | Reduced |
| Amussen Hunsaker Associates LLC | 85,214 | $8.54M | 2.14% | +13,092+18.2% | Added |
| Geo Capital Gestora de Recursos Ltd | 85,442 | $8.55M | 6.34% | −6,836−7.4% | Reduced |
| Morningstar Investment Management LLC | 85,438 | $8.55M | 1.26% | +27,702+48.0% | Added |
| Archon Partners LLC | 86,000 | $8.61M | 1.44% | −15,500−15.3% | Reduced |
| LS Investment Advisors, LLC | 86,249 | $8.64M | 1.60% | −670−0.8% | Reduced |
| Dakota Wealth Management | 86,430 | $8.65M | 0.58% | −1,005−1.1% | Reduced |
| Stillwater Capital Advisors, LLC | 86,432 | $8.65M | 1.68% | +20,958+32.0% | Added |
| Commerzbank Aktiengesellschaft | 86,697 | $8.68M | 0.47% | −16,930−16.3% | Reduced |
| Woodstock Corp | 86,738 | $8.69M | 1.11% | +387+0.4% | Added |
| Valeo Financial Advisors, LLC | 117,243 | $8.70M | 0.42% | +2,271+2.0% | Added |
| Venture Visionary Partners LLC | 87,105 | $8.72M | 0.55% | +3,537+4.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 87,230 | $8.73M | 1.89% | −3,510−3.9% | Reduced |
| Osborne Partners Capital Management, LLC | 87,496 | $8.76M | 0.64% | +662+0.8% | Added |
| Capital World Investors | 87,600 | $8.77M | 0.00% | −2,436,104−96.5% | Reduced |
| Neville Rodie & Shaw Inc | 87,622 | $8.77M | 0.79% | −3,366−3.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 87,630 | $8.77M | 0.30% | +4,969+6.0% | Added |
| Pinebridge Investments, L.P. | 87,865 | $8.80M | 0.10% | −175,279−66.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 88,277 | $8.84M | 0.64% | +2,955+3.5% | Added |
| Griffin Asset Management, Inc. | 88,612 | $8.87M | 1.24% | +12,420+16.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 88,756 | $8.89M | 0.24% | −73,098−45.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 88,803 | $8.89M | 1.33% | 00.0% | Unchanged |
| Covea Finance | 88,891 | $8.90M | 0.51% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 89,136 | $8.93M | 0.36% | +1,995+2.3% | Added |
| Founders Capital Management, LLC | 89,370 | $8.95M | 2.23% | −550−0.6% | Reduced |
| DDD Partners, LLC | 89,422 | $8.95M | 1.40% | +89,422 | New |
| Sigma Planning Corp | 90,095 | $9.02M | 0.30% | +1,128+1.3% | Added |
| YHB Investment Advisors, Inc. | 90,183 | $9.03M | 0.91% | −15,755−14.9% | Reduced |
| National Asset Management, Inc. | 91,237 | $9.06M | 0.24% | −17,304−15.9% | Reduced |
| JustInvest LLC | 90,486 | $9.06M | 0.31% | +21,143+30.5% | Added |
| Calamos Wealth Management LLC | 90,507 | $9.06M | 0.71% | +4,850+5.7% | Added |
| Parkside Investments, LLC | 90,675 | $9.08M | 1.71% | −10,146−10.1% | Reduced |
| Brinker Capital Investments, LLC | 90,689 | $9.08M | 0.12% | +19,207+26.9% | Added |
| Orion Portfolio Solutions, LLC | 90,689 | $9.08M | 0.12% | +74,610+464.0% | Added |