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; 2,948 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 | 2,948 | $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 |
|---|---|---|---|---|---|
| Cottage Street Advisors LLC | 3,368 | $337.2K | 0.26% | +3,368 | New |
| Truvestments Capital LLC | 3,370 | $337.5K | 0.18% | −567−14.4% | Reduced |
| McAdam, LLC | 3,376 | $338.1K | 0.03% | +784+30.2% | Added |
| Capital City Trust Co | 3,379 | $338.3K | 0.11% | +78+2.4% | Added |
| Wulff, Hansen & Co. | 3,385 | $338.9K | 0.39% | 00.0% | Unchanged |
| Marathon Capital Management | 3,386 | $339.0K | 0.08% | −45−1.3% | Reduced |
| Gray Wealth Management Inc. | 3,397 | $340.2K | 0.19% | +17+0.5% | Added |
| Northern Financial Advisors Inc | 3,398 | $340.2K | 0.32% | +513+17.8% | Added |
| BlackDiamond Wealth Management Inc. | 3,474 | $340.5K | 0.35% | +556+19.1% | Added |
| E Fund Management Co., Ltd. | 3,403 | $341.0K | 0.02% | −126−3.6% | Reduced |
| Ackerman Capital Advisors, LLC | 3,413 | $341.8K | 0.09% | −254−6.9% | Reduced |
| True Capital Management | 3,431 | $343.5K | 0.24% | +305+9.8% | Added |
| Rede Wealth, LLC | 3,431 | $343.5K | 0.18% | +177+5.4% | Added |
| Connecticut Wealth Management, LLC | 3,431 | $343.5K | 0.03% | +708+26.0% | Added |
| Atlantic Trust, LLC | 3,437 | $344.1K | 0.11% | 00.0% | Unchanged |
| Sensible Money, LLC | 3,437 | $344.1K | 0.30% | −488−12.4% | Reduced |
| First City Capital Management, Inc. | 3,358 | $344.2K | 0.20% | −740−18.1% | Reduced |
| Geller Advisors LLC | 3,444 | $344.8K | 0.05% | −487−12.4% | Reduced |
| Sharper & Granite LLC | 3,455 | $345.9K | 0.21% | −55−1.6% | Reduced |
| Tennessee Valley Asset Management Partners | 3,455 | $346.0K | 0.11% | +100+3.0% | Added |
| Founders Capital Management | 3,457 | $346.0K | 0.26% | −2,159−38.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,458 | $346.3K | 0.18% | +325+10.4% | Added |
| Evermay Wealth Management LLC | 3,459 | $346.4K | 0.07% | +108+3.2% | Added |
| West Wealth Group, LLC | 3,462 | $346.6K | 0.16% | −96−2.7% | Reduced |
| Capital Markets Trading UK LLP | 3,466 | $347.0K | 0.76% | +3,466 | New |
| Centiva Capital, LP | 3,466 | $347.1K | 0.02% | +1,500+76.3% | Added |
| Sugarloaf Wealth Management, LLC | 3,466 | $347.1K | 0.09% | +543+18.6% | Added |
| Insight Advisors, LLC | 3,467 | $347.2K | 0.08% | −100−2.8% | Reduced |
| Lodestar Private Asset Management LLC | 3,468 | $347.3K | 0.06% | +180+5.5% | Added |
| McLean Asset Management Corp | 3,470 | $347.4K | 0.14% | −97−2.7% | Reduced |
| McRae Capital Management Inc | 3,475 | $348.0K | 0.10% | 00.0% | Unchanged |
| Doheny Asset Management | 3,473 | $348.0K | 0.31% | +985+39.6% | Added |
| Trifecta Capital Advisors, LLC | 3,479 | $348.4K | 0.12% | +100+3.0% | Added |
| Cutter & CO Brokerage, Inc. | 3,545 | $349.9K | 0.11% | −200−5.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 3,497 | $350.2K | 0.02% | +3,497 | New |
| Truadvice, LLC | 3,425 | $351.0K | 0.14% | +144+4.4% | Added |
| Sendero Wealth Management, LLC | 3,516 | $352.1K | 0.11% | +420+13.6% | Added |
| Broadleaf Partners, LLC | 3,520 | $352.5K | 0.13% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,521 | $352.6K | 0.09% | +3,521 | New |
| Riverbridge Partners LLC | 3,525 | $353.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 3,528 | $353.3K | 0.09% | −868−19.7% | Reduced |
| Michael B. Yongue | 3,528 | $353.3K | 0.34% | −190−5.1% | Reduced |
| Private Portfolio Partners LLC | 3,531 | $353.5K | 0.10% | −32−0.9% | Reduced |
| Ategra Capital Management, LLC | 3,542 | $354.7K | 0.20% | +725+25.7% | Added |
| Wellspring Financial Advisors, LLC | 3,544 | $354.8K | 0.11% | −71−2.0% | Reduced |
| Coyle Financial Counsel LLC | 3,553 | $355.8K | 0.16% | 00.0% | Unchanged |
| First National Bank of South Miami | 3,561 | $356.6K | 0.28% | −196−5.2% | Reduced |
| Prentiss Smith & Co Inc | 3,565 | $357.0K | 0.26% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3,570 | $357.0K | 0.16% | −531−12.9% | Reduced |
| Asset Management Corp | 3,571 | $357.6K | 0.28% | −1,954−35.4% | Reduced |
| Platte River Wealth Advisors, LLC | 3,573 | $357.8K | 0.14% | −785−18.0% | Reduced |
| RWM Asset Management, LLC | 3,576 | $358.1K | 0.07% | +1,224+52.0% | Added |
| Well Done, LLC | 3,588 | $359.3K | 0.08% | −137−3.7% | Reduced |
| First National Corp | 3,594 | $359.9K | 0.09% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3,595 | $360.0K | 0.02% | +434+13.7% | Added |
| Gateway Wealth Partners, LLC | 3,599 | $360.3K | 0.06% | +544+17.8% | Added |
| Saturna Capital CORP | 3,600 | $360.5K | 0.01% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 3,604 | $360.9K | 0.12% | −100−2.7% | Reduced |
| Crew Capital Management, Ltd. | 3,613 | $361.8K | 0.52% | −750−17.2% | Reduced |
| Kelman-Lazarov, Inc. | 3,614 | $361.9K | 0.09% | +39+1.1% | Added |
| Gryphon Financial Partners LLC | 3,630 | $363.5K | 0.08% | −505−12.2% | Reduced |
| Alesco Advisors LLC | 3,635 | $364.0K | 0.01% | +16+0.4% | Added |
| Creative Financial Designs Inc | 3,641 | $364.6K | 0.05% | +249+7.3% | Added |
| Wedge Capital Management L L P | 3,649 | $365.4K | 0.01% | +377+11.5% | Added |
| Redwood Financial Network Corp | 3,655 | $366.0K | 0.37% | −232−6.0% | Reduced |
| Affiance Financial, LLC | 3,655 | $366.0K | 0.19% | +31+0.9% | Added |
| Intrepid Financial Planning Group LLC | 3,660 | $366.5K | 0.18% | −115−3.0% | Reduced |
| Prestige Wealth Management Group LLC | 3,662 | $366.7K | 0.09% | −66−1.8% | Reduced |
| Sanders Morris Harris LLC | 3,675 | $368.0K | 0.13% | −10,888−74.8% | Reduced |
| Callan Family Office, LLC | 3,689 | $369.4K | 0.09% | +902+32.4% | Added |
| Mach-1 Financial Group, Inc. | 3,697 | $370.0K | 2.35% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 3,696 | $370.1K | 0.06% | +768+26.2% | Added |
| Bellecapital International Ltd. | 3,698 | $370.3K | 0.09% | +808+28.0% | Added |
| New Jersey Better Educational Savings Trust | 3,706 | $371.1K | 1.00% | 00.0% | Unchanged |
| Towercrest Capital Management | 3,715 | $371.9K | 0.08% | 00.0% | Unchanged |
| SBB Research Group LLC | 3,718 | $372.2K | 0.53% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 3,727 | $373.2K | 0.29% | +10+0.3% | Added |
| Rosenberg Matthew Hamilton | 3,730 | $373.5K | 0.12% | −206−5.2% | Reduced |
| Cora Capital Advisors LLC | 3,738 | $374.2K | 0.28% | −250−6.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,751 | $375.6K | 0.00% | −5,504−59.5% | Reduced |
| Greenwich Wealth Management LLC | 3,765 | $377.0K | 0.04% | −45−1.2% | Reduced |
| McClarren Financial Advisors, Inc. | 3,791 | $377.0K | 0.34% | −2−0.1% | Reduced |
| Milestone Investment Advisors LLC | 3,767 | $377.2K | 0.12% | +3,767 | New |
| Revolve Wealth Partners, LLC | 3,767 | $377.2K | 0.10% | −689−15.5% | Reduced |
| Somerset Trust Co | 3,767 | $377.2K | 0.16% | +12+0.3% | Added |
| Dentgroup LLC | 3,773 | $377.8K | 0.30% | +11+0.3% | Added |
| Sage Mountain Advisors LLC | 3,777 | $378.2K | 0.06% | +3,777 | New |
| Innovis Asset Management LLC | 3,780 | $378.5K | 0.15% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 3,783 | $378.8K | 0.30% | −60−1.6% | Reduced |
| Second Half Financial Partners, LLC | 3,790 | $379.5K | 0.23% | −145−3.7% | Reduced |
| Paradigm Asset Management Co LLC | 3,800 | $380.5K | 0.10% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,801 | $380.6K | 0.07% | +535+16.4% | Added |
| ASB Consultores, LLC | 3,805 | $381.0K | 0.15% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 3,806 | $381.1K | 0.13% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,830 | $383.5K | 0.13% | −770−16.7% | Reduced |
| Sonata Capital Group Inc | 3,832 | $384.0K | 0.21% | −228−5.6% | Reduced |
| Aveo Capital Partners, LLC | 3,836 | $384.1K | 0.05% | +296+8.4% | Added |
| Resonant Capital Advisors, LLC | 3,845 | $385.0K | 0.04% | −1,157−23.1% | Reduced |
| RBA Wealth Management, LLC | 3,845 | $385.0K | 0.19% | −10−0.3% | Reduced |
| Core Alternative Capital | 3,855 | $386.0K | 0.05% | −637−14.2% | Reduced |