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 |
|---|---|---|---|---|---|
| Blodgett Wealth Advisors, LLC | 2,925 | $292.9K | 0.34% | −425−12.7% | Reduced |
| New Republic Capital, LLC | 2,933 | $293.7K | 0.22% | +2,933 | New |
| Tradewinds Capital Management, LLC | 2,939 | $294.3K | 0.09% | −127−4.1% | Reduced |
| EPIQ Capital Group, LLC | 2,942 | $294.6K | 0.15% | −200−6.4% | Reduced |
| Cooper/Haims Advisors, LLC | 2,942 | $294.6K | 0.24% | −593−16.8% | Reduced |
| Benedict Financial Advisors Inc | 2,952 | $295.6K | 0.08% | −34−1.1% | Reduced |
| Cardiff Park Advisors, LLC | 2,957 | $296.1K | 0.04% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 2,966 | $297.0K | 0.03% | +2,966 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,970 | $297.4K | 0.05% | −10.0% | Reduced |
| TruWealth Advisors, LLC | 2,971 | $297.5K | 0.03% | −284−8.7% | Reduced |
| Ballast, Inc. | 2,976 | $298.0K | 0.12% | +142+5.0% | Added |
| Summit Wealth & Retirement Planning, Inc. | 2,979 | $298.3K | 0.11% | +50+1.7% | Added |
| Foster Victor Wealth Advisors, LLC | 2,998 | $298.5K | 0.04% | −134−4.3% | Reduced |
| Financial Council Asset Management Inc | 2,983 | $298.7K | 0.24% | 00.0% | Unchanged |
| Centric Wealth Management | 2,992 | $299.5K | 0.13% | +133+4.7% | Added |
| Kercheville Advisors, LLC | 2,998 | $300.2K | 0.21% | −200−6.3% | Reduced |
| Coppell Advisory Solutions LLC | 3,056 | $300.4K | 0.10% | −325−9.6% | Reduced |
| Coppell Advisory Solutions Corp. | 3,056 | $300.4K | 0.10% | −325−9.6% | Reduced |
| Sentinus, LLC | 3,002 | $300.6K | 0.10% | +3,002 | New |
| Northwest Wealth Management, LLC | 3,020 | $302.4K | 0.12% | +110+3.8% | Added |
| XTX Topco Ltd | 3,020 | $302.4K | 0.06% | −22,523−88.2% | Reduced |
| Kearns & Associates LLC | 3,020 | $302.4K | 0.30% | 00.0% | Unchanged |
| Custos Family Office, LLC | 3,022 | $302.6K | 0.21% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 3,023 | $302.7K | 0.09% | 00.0% | Unchanged |
| Capital CS Group, LLC | 3,025 | $302.9K | 0.29% | −100−3.2% | Reduced |
| Cohen & Steers, Inc. | 3,022 | $303.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 3,033 | $303.7K | 0.22% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 3,033 | $303.7K | 0.05% | +17+0.6% | Added |
| Hamilton Capital, LLC | 3,033 | $303.7K | 0.02% | +102+3.5% | Added |
| Ofi Invest Asset Management | 30,411,684 | $303.7K | 1.57% | +30,411,684 | New |
| Signet Financial Management, LLC | 3,036 | $304.0K | 0.05% | −75−2.4% | Reduced |
| City State Bank | 3,039 | $304.0K | 0.17% | −138−4.3% | Reduced |
| Future Financial Wealth Managment LLC | 3,049 | $304.2K | 0.34% | +3,049 | New |
| Horizon Family Wealth, Inc. | 3,039 | $304.3K | 0.32% | +3,039 | New |
| Miramar Capital, LLC | 3,043 | $304.7K | 0.08% | −162−5.1% | Reduced |
| Wedgewood Partners Inc | 3,050 | $305.0K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 3,055 | $305.8K | 0.13% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 3,056 | $306.0K | 0.20% | −359−10.5% | Reduced |
| Investmark Advisory Group LLC | 3,059 | $306.3K | 0.22% | −37−1.2% | Reduced |
| BIP Wealth, LLC | 3,076 | $308.0K | 0.03% | +3,076 | New |
| Mark Sheptoff Financial Planning, LLC | 3,088 | $309.2K | 0.18% | +16+0.5% | Added |
| Goldstone Financial Group, LLC | 3,089 | $309.3K | 0.10% | +3,089 | New |
| Capital Performance Advisors LLP | 3,095 | $309.9K | 0.17% | +300+10.7% | Added |
| MBA Advisors LLC | 3,098 | $310.2K | 0.19% | −20−0.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,099 | $310.3K | 0.16% | +538+21.0% | Added |
| Forbes J M & Co LLP | 3,107 | $311.0K | 0.04% | +46+1.5% | Added |
| Fidelity D & D Bancorp Inc | 2,543 | $311.2K | 0.23% | +2,543 | New |
| WealthShield Partners, LLC | 3,108 | $311.2K | 0.05% | +802+34.8% | Added |
| Sage Private Wealth Group, LLC | 3,110 | $311.5K | 0.36% | +128+4.3% | Added |
| Northwest Capital Management Inc | 3,112 | $311.6K | 0.15% | −148−4.5% | Reduced |
| WestHill Financial Advisors, Inc. | 3,136 | $314.0K | 0.09% | −113−3.5% | Reduced |
| Saxon Interests, Inc. | 3,138 | $314.2K | 0.18% | −54−1.7% | Reduced |
| New England Capital Financial Advisors LLC | 3,147 | $315.1K | 0.22% | +56+1.8% | Added |
| Goepper Burkhardt LLC | 3,150 | $315.4K | 0.21% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,151 | $315.5K | 0.09% | +1,686+115.1% | Added |
| Willow Creek Wealth Management Inc. | 3,150 | $315.5K | 0.05% | +26+0.8% | Added |
| Private Ocean, LLC | 3,151 | $315.5K | 0.04% | −13−0.4% | Reduced |
| Affinity Capital Advisors, LLC | 3,155 | $315.9K | 0.10% | −204−6.1% | Reduced |
| Financial Insights, Inc. | 3,171 | $317.5K | 0.13% | −1,828−36.6% | Reduced |
| TSFG, LLC | 3,178 | $318.0K | 0.12% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,179 | $318.3K | 0.13% | −921−22.5% | Reduced |
| Seneca Financial Advisors LLC | 3,185 | $318.9K | 0.20% | +3,185 | New |
| Seed Wealth Management, Inc. | 3,186 | $319.0K | 0.36% | +130+4.3% | Added |
| Enzi Wealth | 3,184 | $319.4K | 0.16% | −760−19.3% | Reduced |
| SPC Financial, Inc. | 3,199 | $320.3K | 0.04% | +3,199 | New |
| Accuvest Global Advisors | 3,201 | $321.0K | 0.15% | +3,201 | New |
| CNB Bank | 3,211 | $321.5K | 0.20% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 3,213 | $321.7K | 0.22% | +21+0.7% | Added |
| Capstone Financial Advisors, Inc. | 3,220 | $322.4K | 0.03% | +37+1.2% | Added |
| Hofer & Associates. Inc | 3,718 | $323.0K | 0.32% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,228 | $323.2K | 0.04% | +160+5.2% | Added |
| Advisory Resource Group | 3,229 | $323.4K | 0.09% | −43−1.3% | Reduced |
| Vivaldi Capital Management, LLC | 3,234 | $323.8K | 0.10% | −1,953−37.7% | Reduced |
| Unison Asset Management LLC | 3,235 | $323.9K | 0.25% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,237 | $324.1K | 0.10% | −3−0.1% | Reduced |
| NFP Retirement, Inc. | 3,240 | $324.4K | 0.06% | −200−5.8% | Reduced |
| Hill Investment Group Partners, LLC | 3,245 | $324.9K | 0.06% | −95−2.8% | Reduced |
| Everhart Financial Group, Inc. | 3,248 | $325.2K | 0.15% | +3,248 | New |
| Portland Global Advisors LLC | 3,252 | $326.0K | 0.06% | −100−3.0% | Reduced |
| Humankind Investments LLC | 3,257 | $326.1K | 0.14% | −448−12.1% | Reduced |
| McGuire Investment Group, LLC | 3,264 | $326.8K | 0.06% | −8−0.2% | Reduced |
| Lantz Financial LLC | 3,266 | $327.0K | 0.14% | +760+30.3% | Added |
| KC Investment Advisors, LLC | 3,290 | $329.0K | 0.31% | −760−18.8% | Reduced |
| Fairfield Financial Advisors, LTD | 3,358 | $329.4K | 0.14% | −876−20.7% | Reduced |
| Thrive Wealth Management, LLC | 3,293 | $329.7K | 0.08% | +886+36.8% | Added |
| Wall Street Access Asset Management, LLC | 3,295 | $329.9K | 0.22% | +3,295 | New |
| Convergence Investment Partners, LLC | 3,296 | $330.0K | 0.19% | +226+7.4% | Added |
| Sovereign Financial Group, Inc. | 3,307 | $331.1K | 0.12% | −78−2.3% | Reduced |
| Grey Street Capital, LLC | 3,311 | $331.5K | 0.23% | +3,311 | New |
| Kooman & Associates | 3,315 | $332.0K | 0.18% | +182+5.8% | Added |
| Gratus Capital LLC | 3,319 | $332.3K | 0.03% | +3,319 | New |
| Hixon Zuercher, LLC | 3,327 | $333.1K | 0.20% | 00.0% | Unchanged |
| New World Advisors LLC | 3,329 | $333.3K | 0.13% | −1,955−37.0% | Reduced |
| Column Capital Advisors, LLC | 3,344 | $334.9K | 0.05% | +92+2.8% | Added |
| Fusion Capital, LLC | 3,348 | $335.2K | 0.19% | +81+2.5% | Added |
| CFO4Life Group, LLC | 3,355 | $335.9K | 0.08% | +270+8.8% | Added |
| Windsor Group LTD | 3,332 | $336.0K | 0.07% | −80−2.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 3,357 | $336.1K | 0.17% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 3,357 | $336.1K | 0.02% | −764−18.5% | Reduced |
| Vantage Financial Partners, LLC | 3,362 | $336.7K | 0.13% | +3,362 | New |