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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.

Institutional holdersQ1 2023: 3,077 institutions
Q1 2021: 3,174 institutionsQ2 2021: 3,114 institutionsQ3 2021: 3,097 institutionsQ4 2021: 3,373 institutionsQ1 2022: 3,297 institutionsQ2 2022: 3,016 institutionsQ3 2022: 3,006 institutionsQ4 2022: 2,996 institutionsQ1 2023: 3,077 institutionsQ2 2023: 2,963 institutionsQ3 2023: 2,832 institutionsQ4 2023: 3,010 institutionsQ1 2024: 3,178 institutionsQ2 2024: 3,035 institutionsQ3 2024: 2,941 institutionsQ4 2024: 3,249 institutionsQ1 2025: 3,077 institutionsQ2 2025: 3,210 institutionsQ3 2025: 3,083 institutionsQ4 2025: 3,187 institutionsQ1 2026: 3,017 institutionsQ2 2026: 2,947 institutions
Value heldQ1 2023: $116.4B
Q1 2021: $218.1BQ2 2021: $208.0BQ3 2021: $200.3BQ4 2021: $181.8BQ1 2022: $158.8BQ2 2022: $107.4BQ3 2022: $109.7BQ4 2022: $100.6BQ1 2023: $116.4BQ2 2023: $102.4BQ3 2023: $94.4BQ4 2023: $109.0BQ1 2024: $152.6BQ2 2024: $122.6BQ3 2024: $119.2BQ4 2024: $141.5BQ1 2025: $127.0BQ2 2025: $162.0BQ3 2025: $148.5BQ4 2025: $151.4BQ1 2026: $125.0BQ2 2026: $127.3B
Institutions holding DIS and their total value by quarter
QuarterHoldersValue
Q2 20262,947$127.3B
Q1 20263,017$125.0B
Q4 20253,187$151.4B
Q3 20253,083$148.5B
Q2 20253,210$162.0B
Q1 20253,077$127.0B
Q4 20243,249$141.5B
Q3 20242,941$119.2B
Q2 20243,035$122.6B
Q1 20243,178$152.6B
Q4 20233,010$109.0B
Q3 20232,832$94.4B
Q2 20232,963$102.4B
Q1 20233,077$116.4B
Q4 20222,996$100.6B
Q3 20223,006$109.7B
Q2 20223,016$107.4B
Q1 20223,297$158.8B
Q4 20213,373$181.8B
Q3 20213,097$200.3B
Q2 20213,114$208.0B
Q1 20213,174$218.1B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q4 2022.

Institutions holding DIS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Alpha Family Trust2,220$222.3K0.18%+2,220New
Morris Financial Concepts, Inc.2,222$222.5K0.16%+2,222New
Terril Brothers, Inc.2,223$222.6K0.10%+2,223New
Mayfair Advisory Group, LLC2,229$222.7K0.24%−12−0.5%Reduced
Green Harvest Asset Management LLC2,226$222.9K0.01%+2,226New
Lesa Sroufe & Co2,231$223.0K0.23%+2,231New
MKT Advisors LLC2,236$223.4K0.17%−86−3.7%Reduced
Abner Herrman & Brock LLC2,236$224.0K0.03%−1,518−40.4%Reduced
Credit Capital Investments LLC2,239$224.2K0.29%+2,239New
SFMG, LLC2,244$224.7K0.02%+2,244New
JGP Wealth Management, LLC2,248$225.1K0.04%+2,248New
Lowell Blake & Associates Inc.2,253$225.6K0.07%−734−24.6%Reduced
Cahaba Wealth Management, Inc.2,259$226.2K0.03%+2,259New
Wealth Management Solutions, LLC2,260$226.3K0.13%+2,260New
Adamsbrown Wealth Consultants LLC2,261$226.4K0.13%+2,261New
MBL Wealth, LLC2,261$226.4K0.04%+2,261New
Element Wealth, LLC2,262$226.5K0.17%+2,262New
Family Firm, Inc.2,269$227.2K0.06%−621−21.5%Reduced
Future Fund LLC2,270$227.3K0.74%+2,270New
Trellis Advisors, LLC2,276$227.9K0.11%+2,276New
Round Rock Advisors, LLC2,277$228.0K0.09%+2,277New
Kraematon Investment Advisors, Inc2,278$228.1K0.26%−20−0.9%Reduced
Sather Financial Group Inc2,281$228.4K0.02%−73,756−97.0%Reduced
TFC Financial Management2,285$228.8K0.06%−1,266−35.7%Reduced
Prostatis Group LLC2,267$229.0K0.12%−330−12.7%Reduced
Atwood & Palmer Inc2,290$229.3K0.02%−1,000−30.4%Reduced
Hilltop Wealth Advisors, LLC2,298$230.1K0.19%+2,298New
Camden National Bank2,300$230.3K0.05%−245−9.6%Reduced
Cross Staff Investments Inc2,307$231.0K0.23%00.0%Unchanged
Tortoise Investment Management, LLC2,307$231.0K0.04%−25−1.1%Reduced
Wrapmanager Inc2,309$231.2K0.07%+2,309New
Fort Point Capital Partners LLC2,313$231.6K0.04%+2,313New
Bouchey Financial Group Ltd2,319$232.0K0.03%+2,319New
Ade, LLC2,319$232.2K0.17%00.0%Unchanged
Colonial River Wealth Management, LLC2,322$232.5K0.14%−287−11.0%Reduced
Alterna Wealth Management, Inc2,322$232.5K0.29%−65−2.7%Reduced
Holland Advisory Services, Inc.2,323$232.6K0.27%00.0%Unchanged
Financial Partners Group, Inc2,325$232.8K0.05%00.0%Unchanged
Occidental Asset Management, LLC2,326$232.9K0.06%−388−14.3%Reduced
Channel Wealth LLC2,326$232.9K0.15%+2,326New
SignalPoint Asset Management, LLC2,325$233.0K0.08%−115−4.7%Reduced
True Wealth Design, LLC2,333$233.6K0.10%+17+0.7%Added
Pennsylvania Capital Management Inc2,338$234.1K0.11%+102+4.6%Added
Sterling Group Wealth Management, LLC2,339$234.2K0.22%−323−12.1%Reduced
Tranquilli Financial Advisor LLC2,339$234.2K0.18%+2,339New
Centennial Bank2,343$234.6K0.15%−475−16.9%Reduced
Wharton Business Group, LLC2,348$235.0K0.01%00.0%Unchanged
San Luis Wealth Advisors LLC2,360$236.0K0.09%+2,360New
Norris Perne & French LLP2,361$236.4K0.02%−60,000−96.2%Reduced
Greenspring Advisors, LLC2,364$236.7K0.05%+2,364New
Clear Street Markets LLC2,362$237.0K0.07%−72,183−96.8%Reduced
Francis Financial, Inc.2,372$237.5K0.16%+2,372New
Opes Wealth Management LLC2,374$237.7K0.08%+2,374New
Hoxton Planning & Management, LLC2,376$237.9K0.13%+2,376New
HFG Wealth Management, LLC2,376$237.9K0.05%+2,376New
Harvest Fund Management Co., Ltd2,383$238.0K0.05%+1,173+96.9%Added
Kaydan Wealth Management, Inc.2,377$238.0K0.10%+2,377New
Benchmark Financial Wealth Advisors, LLC2,380$238.3K0.12%−367−13.4%Reduced
Beacon Bridge Wealth Partners, LLC2,381$238.4K0.14%−9−0.4%Reduced
Wagner Wealth Management, LLC2,384$238.7K0.11%+35+1.5%Added
Kathmere Capital Management, LLC2,389$239.2K0.04%+2,389New
Bienville Capital Management, LLC2,390$239.3K0.09%00.0%Unchanged
O'Keefe Stevens Advisory, Inc.2,394$239.7K0.12%+50+2.1%Added
Cyrus J. Lawrence, LLC2,400$240.0K0.07%−185−7.2%Reduced
Mad River Investors2,400$240.3K0.17%00.0%Unchanged
Austin Private Wealth, LLC2,412$241.5K0.04%+2,412New
Livforsakringsbolaget Skandia, Omsesidigt2,418$242.0K0.03%00.0%Unchanged
First International Bank & Trust2,422$242.5K0.08%00.0%Unchanged
Montz Harcus Wealth Management LLC2,427$243.0K0.22%−100−4.0%Reduced
Monte Financial Group, LLC2,427$243.0K0.13%−90−3.6%Reduced
Oarsman Capital, Inc.2,440$244.3K0.11%+2,440New
PCA Investment Advisory Services Inc.2,440$244.4K0.17%+2,440New
Clark Asset Management, LLC2,442$244.5K0.15%+2,442New
Congress Asset Management Co2,444$244.7K0.00%+2,444New
USAdvisors Wealth Management, LLC2,447$245.0K0.12%−691−22.0%Reduced
Paragon Financial Partners, Inc.2,449$245.3K0.26%+3+0.1%Added
Strategic Investment Solutions, Inc.2,451$245.3K0.05%−474−16.2%Reduced
Arkfeld Wealth Strategies, L.L.C.2,450$246.0K0.18%+235+10.6%Added
Buckley Wealth Management, LLC2,469$247.2K0.09%−1,128−31.4%Reduced
Alliance Wealth Management Group2,475$247.8K0.08%00.0%Unchanged
Bernardo Wealth Planning LLC2,475$247.9K0.11%00.0%Unchanged
Tradition Wealth Management, LLC2,479$248.0K0.03%+188+8.2%Added
Lineweaver Wealth Advisors, LLC2,480$248.5K0.08%−3−0.1%Reduced
PYA Waltman Capital, LLC2,484$248.7K0.12%−39−1.5%Reduced
Atticus Wealth Management, LLC2,489$249.2K0.10%−2,202−46.9%Reduced
McIlrath & Eck, LLC2,489$249.2K0.06%−46−1.8%Reduced
Catalyst Financial Partners LLC2,495$249.8K0.11%+2,495New
HFR Wealth Management, LLC2,493$250.0K0.07%00.0%Unchanged
EWG Elevate Inc.2,499$250.2K0.11%−87−3.4%Reduced
Gruss & Co., LLC2,500$250.3K1.58%00.0%Unchanged
Traverso Chambers Private Wealth Management, LLC2,502$250.5K0.07%+134+5.7%Added
HNP Capital LLC2,509$251.2K0.07%00.0%Unchanged
High Pines Wealth Management, LLC2,511$251.4K0.42%+156+6.6%Added
Tanglewood Legacy Advisors, LLC2,514$251.7K0.16%00.0%Unchanged
Karpus Management, Inc.2,515$251.8K0.01%00.0%Unchanged
Gould Asset Management LLC2,520$252.3K0.07%00.0%Unchanged
Meeder Asset Management Inc2,520$252.3K0.02%−344−12.0%Reduced
Capital Advisors Wealth Management, LLC2,522$252.5K0.07%−73−2.8%Reduced
Unique Wealth, LLC2,527$253.1K0.12%+2,527New
Lipe & Dalton2,541$254.0K0.15%00.0%Unchanged