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 |
|---|---|---|---|---|---|
| Dixon Fnancial Services, Inc. | 2,539 | $254.2K | 0.17% | −21−0.8% | Reduced |
| One Charles Private Wealth Services, LLC | 2,544 | $254.7K | 0.16% | −548−17.7% | Reduced |
| Legacy Financial Group, Inc. | 2,551 | $255.4K | 0.14% | −363−12.5% | Reduced |
| Israel Discount Bank of New York | 2,552 | $255.5K | 0.19% | +4+0.2% | Added |
| Petix & Botte Co | 2,555 | $255.8K | 0.17% | +2,555 | New |
| Strategic Financial Concepts, LLC | 2,556 | $255.9K | 0.10% | +2,556 | New |
| Navis Wealth Advisors, LLC | 2,559 | $256.2K | 0.28% | +2,559 | New |
| Banco BTG Pactual S.A. | 2,632 | $256.4K | 0.12% | +2,632 | New |
| Hill Island Financial LLC | 2,550 | $256.5K | 0.10% | −75−2.9% | Reduced |
| Crown Wealth Group, LLC | 2,566 | $256.9K | 0.22% | +2,566 | New |
| Merriman Wealth Management, LLC | 2,567 | $257.0K | 0.01% | −19−0.7% | Reduced |
| Golden Green, Inc. | 2,578 | $258.1K | 0.30% | −8,717−77.2% | Reduced |
| Wealth Advisors, Inc. | 2,571 | $258.2K | 0.12% | +54+2.1% | Added |
| Mosaic Family Wealth Partners, LLC | 2,583 | $258.7K | 0.05% | −83−3.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,594 | $259.7K | 0.26% | +200+8.4% | Added |
| Firethorn Wealth Partners, LLC | 2,548 | $260.4K | 0.20% | +2+0.1% | Added |
| Cutler Investment Counsel LLC | 2,602 | $260.5K | 0.04% | −139−5.1% | Reduced |
| Pacitti Group Inc. | 2,606 | $260.9K | 0.19% | +17+0.7% | Added |
| Osterweis Capital Management Inc | 2,610 | $261.3K | 0.02% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 2,610 | $261.3K | 0.26% | +2,610 | New |
| Wescott Financial Advisory Group, LLC | 2,619 | $262.2K | 0.06% | −207−7.3% | Reduced |
| Wolff Financial Management LLC | 2,625 | $263.0K | 0.09% | +2+0.1% | Added |
| Kowal Investment Group, LLC | 2,629 | $263.2K | 0.07% | −13−0.5% | Reduced |
| CJM Wealth Advisers, Ltd. | 2,634 | $263.7K | 0.15% | −132−4.8% | Reduced |
| Vista Private Wealth Partners. LLC | 2,560 | $264.1K | 0.12% | −86−3.3% | Reduced |
| Flaharty Asset Management, LLC | 2,647 | $265.0K | 0.05% | −71−2.6% | Reduced |
| Keebeck Wealth Management, LLC | 2,649 | $265.2K | 0.04% | −187−6.6% | Reduced |
| Semus Wealth Partners LLC | 2,653 | $265.6K | 0.29% | −85−3.1% | Reduced |
| Vectors Research Management, LLC | 2,659 | $266.0K | 0.07% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 2,657 | $266.0K | 0.24% | +2,657 | New |
| Versant Capital Management, Inc | 2,661 | $266.4K | 0.09% | +995+59.7% | Added |
| James J. Burns & Company, LLC | 2,670 | $268.0K | 0.07% | +2,670 | New |
| Harvey Capital Management Inc | 2,681 | $268.4K | 0.11% | 00.0% | Unchanged |
| Oak Thistle LLC | 2,684 | $268.7K | 0.16% | −441−14.1% | Reduced |
| Lion Street Advisors, LLC | 2,685 | $268.8K | 0.08% | +1,429+113.8% | Added |
| KFA Private Wealth Group, LLC | 2,689 | $269.2K | 0.12% | −405−13.1% | Reduced |
| WealthCare Investment Partners, LLC | 2,691 | $269.4K | 0.16% | +2,691 | New |
| Regent Peak Wealth Advisors LLC | 2,691 | $269.4K | 0.08% | −942−25.9% | Reduced |
| Northern Oak Wealth Management Inc | 2,692 | $269.6K | 0.03% | +2,692 | New |
| Redwood Wealth Management Group, LLC | 2,693 | $269.7K | 0.31% | −255−8.6% | Reduced |
| West Oak Capital, LLC | 2,696 | $269.9K | 0.14% | −200−6.9% | Reduced |
| Advisors Management Group Inc | 2,700 | $270.0K | 0.09% | +26+1.0% | Added |
| Full Sail Capital, LLC | 2,697 | $270.1K | 0.02% | +33+1.2% | Added |
| BEAM Asset Management, LLC | 2,703 | $270.6K | 0.27% | +9+0.3% | Added |
| Zions Bancorporation, N.A. | 2,710 | $271.4K | 0.02% | −601−18.2% | Reduced |
| Cascade Investment Group, Inc. | 2,711 | $271.5K | 0.27% | +40+1.5% | Added |
| Eldridge Investment Advisors, Inc. | 2,719 | $272.0K | 0.09% | 00.0% | Unchanged |
| CPA Asset Management LLC | 2,724 | $272.8K | 0.20% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,731 | $273.0K | 0.20% | −580−17.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,727 | $273.1K | 0.09% | +262+10.6% | Added |
| Fermata Advisors, LLC | 1,985 | $273.9K | 0.17% | −1,540−43.7% | Reduced |
| Tranquility Partners, LLC | 2,742 | $274.6K | 0.13% | +2,742 | New |
| First Pacific Advisors, LP | 2,750 | $275.4K | 0.00% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,753 | $275.7K | 0.22% | −118−4.1% | Reduced |
| Private Management Group Inc | 2,753 | $275.7K | 0.01% | +239+9.5% | Added |
| Titleist Asset Management, LLC | 2,755 | $275.9K | 0.06% | +2,755 | New |
| Cardinal Strategic Wealth Guidance | 2,784 | $276.6K | 0.13% | −629−18.4% | Reduced |
| AlphaStar Capital Management, LLC | 2,762 | $276.6K | 0.02% | −1,473−34.8% | Reduced |
| STAR Financial Bank | 2,763 | $276.7K | 0.27% | −303−9.9% | Reduced |
| RDA Financial Network | 2,766 | $277.0K | 0.13% | +17+0.6% | Added |
| Capital Financial Planning, LLC | 2,766 | $277.0K | 0.11% | +3+0.1% | Added |
| Progressive Investment Management Corp | 2,767 | $277.1K | 0.09% | +10+0.4% | Added |
| Parcion Private Wealth LLC | 2,773 | $277.7K | 0.03% | +118+4.4% | Added |
| Meridian Investment Counsel Inc. | 2,781 | $278.5K | 0.11% | +95+3.5% | Added |
| FSB Premier Wealth Management, Inc. | 2,782 | $278.6K | 0.15% | −685−19.8% | Reduced |
| Bellevue Asset Management, LLC | 2,783 | $278.7K | 0.19% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,784 | $278.8K | 0.08% | +9+0.3% | Added |
| Meredith Wealth Planning | 2,790 | $279.4K | 0.22% | +123+4.6% | Added |
| Investment Advisory Group, LLC | 2,791 | $279.4K | 0.16% | +2,791 | New |
| CMG Global Holdings, LLC | 2,797 | $280.1K | 0.25% | −302−9.7% | Reduced |
| Private Capital Management LLC | 2,798 | $280.2K | 0.08% | +2,798 | New |
| Collaborative Wealth Managment Inc. | 2,806 | $281.0K | 0.18% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 2,808 | $281.0K | 0.30% | +2,808 | New |
| High Note Wealth, LLC | 2,807 | $281.1K | 0.12% | +35+1.3% | Added |
| Horan Securities, Inc. | 2,808 | $281.2K | 0.14% | +52+1.9% | Added |
| Hudock, Inc. | 2,815 | $281.9K | 0.07% | −179−6.0% | Reduced |
| Meridian Wealth Advisors, LLC | 2,832 | $283.6K | 0.07% | −668−19.1% | Reduced |
| Derbend Asset Management | 2,834 | $283.8K | 0.21% | +298+11.8% | Added |
| Rock Point Advisors, LLC | 2,832 | $284.0K | 0.10% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,838 | $284.2K | 0.07% | −409−12.6% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,849 | $285.0K | 0.15% | 00.0% | Unchanged |
| Nkcfo LLC | 2,849 | $285.0K | 0.14% | +1,100+62.9% | Added |
| Compass Financial Group, INC | 2,847 | $285.1K | 0.09% | +10.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 2,907 | $285.2K | 0.01% | −12,727−81.4% | Reduced |
| 1776 Wealth LLC | 2,852 | $285.6K | 0.17% | +43+1.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 2,853 | $285.7K | 0.09% | −6,881−70.7% | Reduced |
| Patriot Investment Management Inc. | 2,860 | $286.4K | 0.03% | −645−18.4% | Reduced |
| Peninsula Asset Management Inc | 2,875 | $287.9K | 0.18% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 2,883 | $288.7K | 0.10% | −2−0.1% | Reduced |
| East Coast Asset Management, LLC. | 2,890 | $289.4K | 0.13% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,891 | $289.5K | 0.22% | +72+2.6% | Added |
| Meritage Portfolio Management | 2,896 | $290.0K | 0.02% | −30−1.0% | Reduced |
| Hartford Funds Management Co LLC | 2,898 | $290.3K | 0.03% | +252+9.5% | Added |
| Alethea Capital Management, LLC | 2,901 | $290.5K | 0.31% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 2,910 | $291.0K | 0.29% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 2,907 | $291.1K | 0.33% | −36−1.2% | Reduced |
| Monticello Wealth Management, LLC | 3,360 | $291.9K | 0.03% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,921 | $292.5K | 0.01% | −17,255−85.5% | Reduced |
| Seven Post Investment Office LP | 2,924 | $292.8K | 0.11% | −400−12.0% | Reduced |
| ABLE Financial Group, LLC | 2,924 | $292.8K | 0.19% | +2,924 | New |