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; 2,947 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
- 3,077
- +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
- 1,305 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 | 2,947 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 1,829 | $183.1K | 0.09% | +953+108.8% | Added |
| Granite FO LLC | 1,790 | $183.5K | 0.11% | +1,790 | New |
| Covestor Ltd | 1,853 | $185.0K | 0.16% | −246−11.7% | Reduced |
| Vestor Capital, LLC | 1,853 | $186.0K | 0.02% | −52−2.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,897 | $190.0K | 0.13% | −32−1.7% | Reduced |
| IAG Wealth Partners, LLC | 1,925 | $192.8K | 0.05% | −42−2.1% | Reduced |
| Sit Investment Associates Inc | 1,930 | $193.0K | 0.01% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 1,929 | $193.1K | 0.15% | +57+3.0% | Added |
| Beacon Capital Management, LLC | 1,998 | $200.1K | 0.06% | −44−2.2% | Reduced |
| DB Wealth Management Group, LLC | 1,999 | $200.2K | 0.13% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,999 | $200.2K | 0.09% | +1,999 | New |
| Peavine Capital, LLC | 2,000 | $200.3K | 0.05% | +2,000 | New |
| Infrastructure Capital Advisors, LLC | 2,000 | $200.3K | 0.04% | +2,000 | New |
| Defender Capital, LLC. | 2,000 | $200.3K | 0.07% | +2,000 | New |
| Carlson Capital Management | 2,007 | $201.0K | 0.01% | +2,007 | New |
| Day & Ennis, LLC | 2,014 | $201.7K | 0.07% | +2,014 | New |
| Atlas Private Wealth Advisors | 2,017 | $202.0K | 0.09% | +2,017 | New |
| Pin Oak Investment Advisors Inc | 2,017 | $202.0K | 0.25% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,022 | $202.4K | 0.03% | +2,022 | New |
| SWMG, LLC | 2,024 | $202.7K | 0.11% | +2,024 | New |
| Advisor OS, LLC | 2,026 | $202.9K | 0.05% | +2,026 | New |
| Navellier & Associates Inc | 2,028 | $203.1K | 0.04% | +2,028 | New |
| TMD Wealth Management, LLC | 2,028 | $203.1K | 0.06% | +2,028 | New |
| Tillman Hartley LLC | 2,028 | $203.1K | 0.09% | +2,028 | New |
| FMB Wealth Management | 2,029 | $203.2K | 0.24% | −303−13.0% | Reduced |
| Marshall Financial Group LLC | 2,033 | $203.6K | 0.07% | +2,033 | New |
| Ambassador Advisors, LLC | 2,209 | $203.9K | 0.05% | −1,040−32.0% | Reduced |
| Sound Income Strategies, LLC | 2,038 | $204.0K | 0.02% | +5+0.2% | Added |
| Ballast Advisors LLC | 2,038 | $204.1K | 0.08% | +2,038 | New |
| Clarus Group, Inc. | 2,040 | $204.3K | 0.19% | +2,040 | New |
| Asset Management Resources, LLC | 2,042 | $204.5K | 0.13% | +2,042 | New |
| Sargent Investment Group, LLC | 2,050 | $204.5K | 0.05% | +2,050 | New |
| S.A. Mason LLC | 2,051 | $205.4K | 0.15% | +6+0.3% | Added |
| Birchcreek Wealth Management, LLC | 2,053 | $205.5K | 0.16% | −675−24.7% | Reduced |
| Meridian Wealth Partners, LLC | 2,053 | $205.6K | 0.04% | +2,053 | New |
| Ahl Investment Management, Inc. | 2,059 | $206.2K | 0.19% | +2,059 | New |
| Tarbox Family Office, Inc. | 2,060 | $206.3K | 0.04% | +2,060 | New |
| LWM Advisory Services, LLC | 2,074 | $206.8K | 0.22% | −16−0.8% | Reduced |
| Grey Fox Wealth Advisors, LLC | 2,067 | $207.0K | 0.12% | −138−6.3% | Reduced |
| Gries Financial LLC | 2,070 | $207.3K | 0.06% | −577−21.8% | Reduced |
| Plotkin Financial Advisors, LLC | 2,073 | $207.6K | 0.19% | +2,073 | New |
| Petra Financial Advisors Inc | 2,074 | $207.7K | 0.21% | +2,074 | New |
| Claret Asset Management Corp | 2,080 | $208.0K | 0.04% | +2,080 | New |
| TAGStone Capital, Inc. | 2,079 | $208.0K | 0.16% | +2,079 | New |
| Unionview, LLC | 2,084 | $208.7K | 0.20% | +2,084 | New |
| McElhenny Sheffield Capital Management, LLC | 2,084 | $208.7K | 0.11% | −95,306−97.9% | Reduced |
| REDW Wealth LLC | 2,087 | $208.9K | 0.07% | +2,087 | New |
| OneAscent Financial Services LLC | 2,090 | $209.0K | 0.08% | +2,090 | New |
| Peachtree Investment Partners, LLC | 2,087 | $209.0K | 0.13% | +2,087 | New |
| CVA Family Office, LLC | 2,088 | $209.0K | 0.05% | +279+15.4% | Added |
| Renaissance Investment Group LLC | 2,090 | $209.3K | 0.06% | +2,090 | New |
| Lee Financial Co | 2,092 | $209.5K | 0.04% | −102−4.6% | Reduced |
| Von Berge Wealth Management Group, LLC | 2,103 | $209.8K | 0.19% | +2,103 | New |
| Summit Wealth Partners, LLC | 2,096 | $209.8K | 0.05% | −379−15.3% | Reduced |
| Kaizen Financial Strategies | 2,096 | $209.9K | 0.21% | −24−1.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,130 | $210.0K | 0.00% | −1,652−43.7% | Reduced |
| Magnolia Capital Management Ltd | 2,100 | $210.0K | 0.20% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 2,098 | $210.1K | 0.09% | +2,098 | New |
| Aspen Grove Capital, LLC | 2,098 | $210.1K | 0.09% | −482−18.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,098 | $210.1K | 0.09% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,099 | $210.2K | 0.08% | +2,099 | New |
| Financial Advisors, LLC | 2,101 | $210.4K | 0.05% | +2,101 | New |
| Compton Capital Management Inc | 2,107 | $211.0K | 0.45% | −4,625−68.7% | Reduced |
| Five Oceans Advisors | 2,110 | $211.3K | 0.14% | +2,110 | New |
| Morling Financial Advisors, LLC | 2,110 | $211.3K | 0.23% | +2,110 | New |
| Paradigm, Strategies in Wealth Management, LLC | 2,116 | $211.8K | 0.17% | +2,116 | New |
| SRS Capital Advisors, Inc. | 2,118 | $212.0K | 0.03% | +53+2.6% | Added |
| Fortress Wealth Group, LLC | 2,121 | $212.4K | 0.15% | −2,313−52.2% | Reduced |
| Green Square Capital Advisors LLC | 2,122 | $212.5K | 0.03% | +2,122 | New |
| Maltin Wealth Management, Inc. | 2,124 | $212.7K | 0.15% | +2,124 | New |
| Drake & Associates, LLC | 2,128 | $213.1K | 0.10% | +2,128 | New |
| Lockerman Financial Group, Inc. | 2,133 | $213.6K | 0.59% | +2,133 | New |
| Cook Wealth Management Group LLC | 2,139 | $213.8K | 0.18% | +2,139 | New |
| Firestone Capital Management | 2,135 | $213.8K | 0.08% | +2,135 | New |
| Fountainhead AM, LLC | 2,136 | $213.9K | 0.08% | +2,136 | New |
| Patron Partners Advisors, LLC | 2,138 | $214.1K | 0.16% | −171−7.4% | Reduced |
| SJS Investment Consulting Inc. | 2,141 | $214.4K | 0.06% | +11+0.5% | Added |
| Baker Avenue Asset Management, LP | 2,143 | $214.6K | 0.01% | +514+31.6% | Added |
| StrongBox Wealth, LLC | 2,147 | $215.0K | 0.14% | +2,147 | New |
| Greenhouse Wealth Management, LLC | 2,148 | $215.1K | 0.20% | +2,148 | New |
| VisionPoint Advisory Group, LLC | 2,208 | $215.2K | 0.09% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,152 | $215.4K | 0.06% | +2,152 | New |
| Fort Pitt Capital Group, LLC | 2,156 | $215.9K | 0.01% | +2,156 | New |
| Financial Advisory Group | 2,172 | $217.5K | 0.04% | +2,172 | New |
| Towerpoint Wealth, LLC | 2,173 | $217.6K | 0.12% | +2,173 | New |
| Vantage Consulting Group Inc | 2,174 | $217.7K | 0.12% | +2,174 | New |
| Syntax Advisors, LLC | 2,174 | $217.7K | 0.16% | +2,174 | New |
| Capital Investment Services of America, Inc. | 2,176 | $217.8K | 0.03% | +2,176 | New |
| Kennedy Investment Group | 2,180 | $218.2K | 0.13% | +2,180 | New |
| Patrick Mauro Investment Advisor, INC. | 2,180 | $218.3K | 0.14% | +2,180 | New |
| Brookmont Capital Management | 2,184 | $218.7K | 0.14% | +2,184 | New |
| Cassady Schiller Wealth Management, LLC | 2,184 | $218.7K | 0.10% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,185 | $218.8K | 0.10% | −207−8.7% | Reduced |
| Ami Asset Management Corp | 2,186 | $218.9K | 0.01% | +2,186 | New |
| Castle Wealth Management LLC | 2,195 | $219.8K | 0.17% | +2,195 | New |
| First Financial Corp | 2,201 | $220.4K | 0.14% | −80−3.5% | Reduced |
| Clearwater Capital Advisors, LLC | 2,204 | $220.7K | 0.03% | −600−21.4% | Reduced |
| Winning Points Advisors, LLC | 2,207 | $221.0K | 0.27% | +2,207 | New |
| Walker Asset Management, LLC | 2,213 | $221.6K | 0.19% | +2,213 | New |
| Planning Center, Inc. | 2,203 | $222.2K | 0.06% | −163−6.9% | Reduced |