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 |
|---|---|---|---|---|---|
| WealthBridge Capital Management, LLC | 3,855 | $386.0K | 0.15% | 00.0% | Unchanged |
| MJP Associates Inc | 3,868 | $387.3K | 0.12% | −49−1.3% | Reduced |
| Parkside Advisors LLC | 3,869 | $387.8K | 0.13% | −192−4.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,876 | $388.1K | 0.38% | −25−0.6% | Reduced |
| First Affirmative Financial Network | 3,885 | $389.0K | 0.45% | +234+6.4% | Added |
| Triumph Capital Management | 3,900 | $390.5K | 0.20% | −100−2.5% | Reduced |
| SNS Financial Group, LLC | 3,909 | $391.4K | 0.05% | −2,511−39.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,912 | $392.0K | 0.21% | 00.0% | Unchanged |
| BFSG, LLC | 3,913 | $392.0K | 0.07% | +13+0.3% | Added |
| Magnolia Capital Advisors LLC | 3,919 | $392.4K | 0.20% | −151−3.7% | Reduced |
| Blue Square Asset Management, LLC | 3,919 | $392.4K | 0.26% | +3,919 | New |
| Gemmer Asset Management LLC | 3,924 | $392.9K | 0.06% | +235+6.4% | Added |
| BCK Capital Management LP | 3,925 | $393.0K | 0.34% | +99+2.6% | Added |
| Barrett & Company, Inc. | 3,934 | $393.9K | 0.25% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 3,943 | $394.8K | 0.07% | +115+3.0% | Added |
| Summit Asset Management, LLC | 3,954 | $395.9K | 0.11% | −6−0.2% | Reduced |
| Elevated Capital Advisors, LLC | 3,955 | $396.1K | 0.14% | −266−6.3% | Reduced |
| Fiera Capital Corp | 3,958 | $396.3K | 0.00% | −55−1.4% | Reduced |
| Accurate Wealth Management, LLC | 3,933 | $396.4K | 0.14% | +568+16.9% | Added |
| Taylor & Morgan Wealth Management, LLC | 3,967 | $397.2K | 0.35% | −255−6.0% | Reduced |
| Segment Wealth Management, LLC | 3,970 | $397.5K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4,578 | $397.7K | 0.10% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,975 | $398.0K | 0.26% | −405−9.2% | Reduced |
| Bridgewealth Advisory Group, LLC | 3,992 | $399.7K | 0.74% | +275+7.4% | Added |
| Chelsea Counsel Co | 3,992 | $399.7K | 0.19% | +5+0.1% | Added |
| St. Clair Advisors, LLC | 4,000 | $400.5K | 0.17% | +4,000 | New |
| LVW Advisors, LLC | 4,002 | $400.7K | 0.08% | +74+1.9% | Added |
| Professional Advisory Services Inc | 4,005 | $401.0K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4,005 | $401.1K | 0.09% | −453−10.2% | Reduced |
| Hutchinson Capital Management | 4,007 | $401.2K | 0.10% | −22−0.5% | Reduced |
| Evanson Asset Management, LLC | 4,020 | $402.6K | 0.04% | −60−1.5% | Reduced |
| Traphagen Investment Advisors LLC | 4,032 | $403.7K | 0.06% | +1,325+48.9% | Added |
| Farmers Trust Co | 4,050 | $405.5K | 0.09% | −430−9.6% | Reduced |
| Enterprise Financial Services Corp | 4,050 | $405.6K | 0.26% | −264−6.1% | Reduced |
| Pacific Center for Financial Services | 4,055 | $406.0K | 0.14% | +4,055 | New |
| Element Pointe Advisors, LLC | 4,060 | $406.5K | 0.14% | +1,496+58.3% | Added |
| Charter Oak Capital Management, LLC | 4,062 | $406.8K | 0.06% | −9−0.2% | Reduced |
| Taylor Hoffman Wealth Management | 4,067 | $407.2K | 0.22% | −514−11.2% | Reduced |
| Hoese & Co LLP | 4,098 | $408.2K | 0.46% | −325−7.3% | Reduced |
| Headinvest, LLC | 4,077 | $408.2K | 0.09% | −250−5.8% | Reduced |
| Allegheny Financial Group LTD | 4,083 | $408.8K | 0.17% | −53−1.3% | Reduced |
| SP Asset Management LLC | 4,096 | $410.2K | 0.05% | +74+1.8% | Added |
| Waddell & Associates, LLC | 4,098 | $410.3K | 0.06% | +165+4.2% | Added |
| Strategic Investment Advisors | 4,102 | $410.7K | 0.07% | −1,853−31.1% | Reduced |
| Watchman Group, Inc. | 4,104 | $410.9K | 0.21% | −816−16.6% | Reduced |
| Aufman Associates Inc | 4,109 | $411.4K | 0.35% | +23+0.6% | Added |
| Gradient Capital Advisors, LLC | 4,113 | $411.8K | 0.18% | +150+3.8% | Added |
| Laraway Financial Inc | 4,116 | $412.1K | 0.42% | −162−3.8% | Reduced |
| UMA Financial Services, Inc. | 4,183 | $413.1K | 0.11% | +34+0.8% | Added |
| Royal Fund Management, LLC | 4,143 | $414.8K | 0.06% | −237−5.4% | Reduced |
| Almanack Investment Partners, LLC. | 4,149 | $415.4K | 0.08% | +21+0.5% | Added |
| Vahanian & Associates Financial Planning Inc. | 4,150 | $415.5K | 1.15% | −50−1.2% | Reduced |
| Wambolt & Associates, LLC | 4,175 | $416.5K | 0.15% | −195−4.5% | Reduced |
| Aspen Investment Management Inc | 4,163 | $417.0K | 0.27% | −435−9.5% | Reduced |
| Monograph Wealth Advisors, LLC | 4,179 | $418.5K | 0.10% | −1,944−31.7% | Reduced |
| Prentice Wealth Management LLC | 4,180 | $418.5K | 0.20% | +132+3.3% | Added |
| Klingman & Associates, LLC | 4,184 | $418.9K | 0.04% | −243−5.5% | Reduced |
| BCJ Capital Management, LLC | 4,184 | $418.9K | 0.04% | −3,219−43.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 4,190 | $419.0K | 0.38% | +4+0.1% | Added |
| Avaii Wealth Management, LLC | 4,187 | $419.3K | 0.37% | −1,584−27.4% | Reduced |
| Colton Groome Financial Advisors, LLC | 4,193 | $419.8K | 0.20% | +435+11.6% | Added |
| Corrigan Financial, Inc. | 4,207 | $421.3K | 0.14% | −149−3.4% | Reduced |
| Angeles Investment Advisors, LLC | 4,211 | $421.6K | 0.03% | −82−1.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,213 | $421.9K | 0.05% | +4+0.1% | Added |
| Garner Asset Management Corp | 4,226 | $423.0K | 0.20% | −360−7.8% | Reduced |
| Pacific Sage Partners, LLC | 4,231 | $423.7K | 0.14% | −136−3.1% | Reduced |
| Cannon Financial Strategists, Inc. | 4,232 | $423.8K | 0.14% | −255−5.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,237 | $424.3K | 0.13% | +4,237 | New |
| Marino, Stram & Associates LLC | 4,244 | $425.0K | 0.13% | −3,431−44.7% | Reduced |
| Palisade Asset Management, LLC | 4,249 | $425.4K | 0.05% | −27−0.6% | Reduced |
| Linscomb & Williams, Inc. | 4,250 | $425.5K | 0.02% | −770−15.3% | Reduced |
| First National Bank of Hutchinson | 4,255 | $426.1K | 0.34% | +83+2.0% | Added |
| Marks Group Wealth Management, Inc | 4,259 | $426.5K | 0.05% | +810+23.5% | Added |
| Cairn Investment Group, Inc. | 4,270 | $428.0K | 0.30% | −530−11.0% | Reduced |
| Wealthquest Corp | 4,284 | $429.0K | 0.06% | −410−8.7% | Reduced |
| Orca Investment Management, LLC | 4,286 | $429.2K | 0.53% | +15+0.4% | Added |
| EPG Wealth Management LLC | 4,287 | $429.2K | 0.14% | −236−5.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,290 | $429.6K | 0.05% | +352+8.9% | Added |
| Youngs Advisory Group, Inc. | 4,292 | $429.8K | 0.24% | −1,652−27.8% | Reduced |
| Fairview Capital Investment Management, LLC | 4,293 | $429.9K | 0.03% | −151−3.4% | Reduced |
| Axq Capital, LP | 4,300 | $430.6K | 0.17% | −9,062−67.8% | Reduced |
| Venturi Wealth Management, LLC | 4,301 | $430.7K | 0.04% | −996−18.8% | Reduced |
| Wittenberg Investment Management, Inc. | 4,303 | $430.9K | 0.16% | 00.0% | Unchanged |
| Saranac Partners Ltd | 4,326 | $433.2K | 0.26% | +4,326 | New |
| IFG Advisors, LLC | 4,329 | $433.5K | 0.17% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,341 | $434.7K | 0.26% | +186+4.5% | Added |
| Wealth Quarterback LLC | 4,342 | $434.8K | 0.37% | −195−4.3% | Reduced |
| McDaniel Terry & Co | 4,345 | $435.0K | 0.05% | +18+0.4% | Added |
| Cedrus LLC | 4,351 | $435.7K | 0.31% | +96+2.3% | Added |
| Basso Capital Management, L.P. | 4,370 | $437.6K | 0.42% | 00.0% | Unchanged |
| KCS Wealth Advisory | 4,373 | $437.9K | 0.17% | −487−10.0% | Reduced |
| Evolution Wealth Advisors, LLC | 4,373 | $437.9K | 0.11% | −74−1.7% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 4,374 | $437.9K | 0.42% | −300−6.4% | Reduced |
| Money Concepts Capital Corp | 4,375 | $438.1K | 0.02% | −14,107−76.3% | Reduced |
| First National Bank | 4,377 | $438.3K | 0.38% | −35−0.8% | Reduced |
| Reik & Co., LLC | 4,382 | $438.8K | 0.13% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,408 | $441.4K | 0.03% | −188−4.1% | Reduced |
| Johnson Financial Group, Inc. | 4,422 | $442.8K | 0.03% | +448+11.3% | Added |
| Amica Retiree Medical Trust | 4,430 | $444.0K | 0.47% | −486−9.9% | Reduced |
| Copperwynd Financial, LLC | 4,439 | $444.5K | 0.23% | +661+17.5% | Added |