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 |
|---|---|---|---|---|---|
| Epic Trust Investment Advisors, LLC | 4,443 | $444.9K | 0.56% | −451−9.2% | Reduced |
| Foster & Motley Inc | 4,442 | $445.0K | 0.04% | −183−4.0% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,455 | $446.1K | 0.00% | −104−2.3% | Reduced |
| Inceptionr LLC | 4,465 | $447.1K | 0.14% | +375+9.2% | Added |
| Carolinas Wealth Consulting LLC | 11,176 | $447.3K | 0.10% | −4,014−26.4% | Reduced |
| Blueprint Investment Partners LLC | 4,477 | $448.3K | 0.10% | +4,477 | New |
| Provence Wealth Management Group | 4,484 | $449.0K | 0.30% | +950+26.9% | Added |
| CWS Financial Advisors, LLC | 4,486 | $449.2K | 0.18% | −873−16.3% | Reduced |
| Paragon Capital Management Ltd | 4,494 | $450.0K | 0.10% | −40−0.9% | Reduced |
| Shay Capital LLC | 4,500 | $450.6K | 0.19% | +4,500 | New |
| Hall Kathryn A. | 4,504 | $451.0K | 0.13% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 4,504 | $451.1K | 0.01% | −3,501−43.7% | Reduced |
| Glen Eagle Advisors, LLC | 4,518 | $452.4K | 0.11% | +19+0.4% | Added |
| AlphaQ Advisors LLC | 4,519 | $452.5K | 0.38% | −3,955−46.7% | Reduced |
| Prosperity Wealth Management, Inc. | 4,519 | $452.5K | 0.37% | −256−5.4% | Reduced |
| Register Financial Advisors LLC | 4,524 | $453.0K | 0.36% | +516+12.9% | Added |
| One River Asset Management, LLC | 4,640 | $453.3K | 0.33% | −3,996−46.3% | Reduced |
| MPS Loria Financial Planners, LLC | 4,528 | $453.4K | 0.18% | −57−1.2% | Reduced |
| Ironwood Financial, llc | 4,530 | $453.6K | 0.13% | −15−0.3% | Reduced |
| Kingfisher Capital LLC | 4,537 | $454.3K | 0.12% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 4,538 | $454.4K | 0.29% | +130+2.9% | Added |
| Barber Financial Group, Inc. | 4,540 | $454.6K | 0.08% | −96−2.1% | Reduced |
| Mainsail Financial Group, LLC | 4,573 | $456.4K | 0.44% | +195+4.5% | Added |
| Wealth Architects, LLC | 4,588 | $459.4K | 0.08% | −64−1.4% | Reduced |
| AM Squared Ltd | 4,600 | $460.6K | 0.36% | −2,400−34.3% | Reduced |
| MTM Investment Management, LLC | 4,602 | $460.8K | 0.24% | −193−4.0% | Reduced |
| Integral Investment Advisors, Inc. | 4,603 | $460.9K | 0.33% | +115+2.6% | Added |
| Strait & Sound Wealth Management LLC | 4,604 | $461.0K | 0.46% | +256+5.9% | Added |
| E&G Advisors, LP | 4,612 | $461.8K | 0.17% | +591+14.7% | Added |
| Spectrum Wealth Advisory Group, LLC | 4,614 | $462.0K | 0.62% | −3,225−41.1% | Reduced |
| Ignite Planners, LLC | 4,590 | $462.7K | 0.19% | +107+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,625 | $463.0K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 5,034 | $463.1K | 0.10% | −440−8.0% | Reduced |
| LifeSteps Financial, Inc. | 4,629 | $463.6K | 0.49% | −386−7.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 4,649 | $465.5K | 0.34% | −17−0.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,650 | $465.6K | 0.11% | +538+13.1% | Added |
| XR Securities LLC | 4,652 | $465.8K | 0.66% | −2,544−35.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,660 | $466.6K | 0.22% | −60−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 4,660 | $466.7K | 0.10% | +230+5.2% | Added |
| Polaris Wealth Advisory Group, LLC | 4,661 | $466.7K | 0.03% | +150+3.3% | Added |
| Pecaut & Co. | 4,661 | $466.8K | 0.21% | −637−12.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,667 | $467.3K | 0.22% | +467+11.1% | Added |
| Cornerstone Wealth Group, LLC | 4,673 | $467.9K | 0.08% | −328−6.6% | Reduced |
| GFG Capital, LLC | 5,404 | $469.3K | 0.11% | +20.0% | Added |
| Clean Yield Group | 4,694 | $470.0K | 0.20% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 4,700 | $470.6K | 0.14% | +4,700 | New |
| Oak Hill Wealth Advisors, LLC | 4,704 | $470.8K | 0.19% | −96−2.0% | Reduced |
| Little House Capital LLC | 4,728 | $473.4K | 0.22% | +128+2.8% | Added |
| Systematic Alpha Investments, LLC | 4,731 | $473.7K | 0.02% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 4,741 | $474.8K | 1.43% | +4,741 | New |
| Heron Bay Capital Management | 4,750 | $475.6K | 0.18% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,763 | $476.9K | 0.19% | −94−1.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,771 | $477.7K | 0.18% | +287+6.4% | Added |
| Vigilare Wealth Management | 4,774 | $478.0K | 0.27% | −820−14.7% | Reduced |
| First Personal Financial Services | 4,785 | $479.1K | 0.12% | −367−7.1% | Reduced |
| RiverFront Investment Group, LLC | 4,800 | $480.6K | 0.02% | 00.0% | Unchanged |
| Burt Wealth Advisors | 4,801 | $480.7K | 0.15% | 00.0% | Unchanged |
| Philadelphia Trust Co | 4,808 | $481.0K | 0.05% | −58,781−92.4% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,805 | $481.1K | 0.38% | +101+2.1% | Added |
| South Street Advisors LLC | 4,810 | $481.6K | 0.10% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 4,814 | $482.0K | 0.11% | −2,455−33.8% | Reduced |
| Kades & Cheifetz LLC | 4,836 | $484.3K | 0.38% | −151−3.0% | Reduced |
| Sloy Dahl & Holst, LLC | 4,837 | $484.3K | 0.11% | +10.0% | Added |
| Beck Mack & Oliver LLC | 4,845 | $485.2K | 0.01% | −601−11.0% | Reduced |
| Guardian Wealth Advisors, LLC | 4,851 | $485.7K | 0.09% | +1,209+33.2% | Added |
| WP Advisors, LLC | 4,856 | $486.2K | 0.20% | −199−3.9% | Reduced |
| Waypoint Capital Advisors, LLC | 4,859 | $486.5K | 0.16% | −192−3.8% | Reduced |
| Source Financial Advisors LLC | 4,860 | $486.7K | 0.16% | +658+15.7% | Added |
| Schrum Private Wealth Management LLC | 4,861 | $486.7K | 0.56% | −205−4.0% | Reduced |
| 3Chopt Investment Partners, LLC | 4,883 | $489.0K | 0.26% | −415−7.8% | Reduced |
| Baron Wealth Management LLC | 4,895 | $490.1K | 0.35% | −324−6.2% | Reduced |
| Retirement Income Solutions, Inc | 4,895 | $490.1K | 0.14% | +200+4.3% | Added |
| 1620 Investment Advisors, Inc. | 4,895 | $490.1K | 0.59% | −20−0.4% | Reduced |
| Salomon & Ludwin, LLC | 4,896 | $490.2K | 0.06% | −89−1.8% | Reduced |
| Alta Advisers Ltd | 4,900 | $490.6K | 0.29% | 00.0% | Unchanged |
| Manchester Financial Inc | 4,909 | $491.5K | 0.14% | +41+0.8% | Added |
| Bordeaux Wealth Advisors LLC | 4,921 | $492.7K | 0.25% | +402+8.9% | Added |
| Avestar Capital, LLC | 4,929 | $493.5K | 0.10% | −327−6.2% | Reduced |
| Security Financial Services, INC. | 4,934 | $494.0K | 0.15% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,939 | $494.5K | 0.11% | +40+0.8% | Added |
| Wealth Effects LLC | 4,967 | $497.3K | 0.26% | +95+1.9% | Added |
| Northside Capital Management, LLC | 4,973 | $498.0K | 0.13% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,981 | $498.7K | 0.24% | −174−3.4% | Reduced |
| My Personal CFO, LLC | 4,998 | $500.4K | 0.43% | +4,507+917.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 5,000 | $500.6K | 0.17% | −3,972−44.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,009 | $501.6K | 0.28% | −119−2.3% | Reduced |
| Meritas Wealth Management, LLC | 5,010 | $501.7K | 0.39% | +100+2.0% | Added |
| Cable Hill Partners, LLC | 5,027 | $503.3K | 0.08% | +749+17.5% | Added |
| Per Stirling Capital Management, LLC. | 5,030 | $503.6K | 0.11% | −837−14.3% | Reduced |
| Crescent Grove Advisors, LLC | 5,044 | $505.1K | 0.06% | −119−2.3% | Reduced |
| Ellis Investment Partners, LLC | 5,072 | $507.8K | 0.13% | −138−2.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,089 | $509.6K | 0.16% | −22−0.4% | Reduced |
| F/M Investments LLC | 4,777 | $510.3K | 0.51% | +200+4.4% | Added |
| Presilium Private Wealth, LLC | 5,099 | $510.6K | 0.20% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 5,100 | $510.7K | 0.33% | +1,000+24.4% | Added |
| Financial Advisory Corp | 5,099 | $511.0K | 0.24% | −129−2.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,108 | $511.5K | 0.16% | 00.0% | Unchanged |
| Burton Enright Welch | 5,125 | $513.2K | 0.20% | −40−0.8% | Reduced |
| Davis Investment Partners, LLC | 5,170 | $514.9K | 0.27% | 00.0% | Unchanged |
| Hendley & Co Inc | 5,140 | $515.0K | 0.23% | −1,657−24.4% | Reduced |