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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 42,000 | $4.21M | 0.04% | +42,000 | New |
| Gotham Asset Management, LLC | 41,901 | $4.20M | 0.10% | +16,511+65.0% | Added |
| United Services Automobile Association | 41,806 | $4.19M | 0.13% | −25,427−37.8% | Reduced |
| Madison Wealth Management | 41,411 | $4.15M | 0.90% | −506−1.2% | Reduced |
| Townsend Asset Management Corp | 41,405 | $4.15M | 2.14% | +1,704+4.3% | Added |
| Buckhead Capital Management LLC | 41,260 | $4.13M | 0.97% | −7,527−15.4% | Reduced |
| Keel Point, LLC | 41,220 | $4.13M | 0.60% | +1,797+4.6% | Added |
| Hartford Financial Management Inc. | 41,095 | $4.11M | 1.06% | −581−1.4% | Reduced |
| Pavion Blue Capital, LLC | 41,029 | $4.11M | 2.53% | +139+0.3% | Added |
| Legacy Advisors, LLC | 40,993 | $4.10M | 0.76% | +1,507+3.8% | Added |
| Bessemer Group Inc | 40,952 | $4.10M | 0.01% | −8,679−17.5% | Reduced |
| Family Capital Trust Co | 40,839 | $4.09M | 1.58% | +120+0.3% | Added |
| Allworth Financial LP | 40,716 | $4.08M | 0.04% | −2,272−5.3% | Reduced |
| Greenleaf Trust | 40,702 | $4.08M | 0.05% | +2,713+7.1% | Added |
| Poehling Capital Management, LLC | 40,700 | $4.08M | 1.37% | +19,192+89.2% | Added |
| Texas Yale Capital Corp. | 40,438 | $4.05M | 0.21% | −200.0% | Reduced |
| Savant Capital, LLC | 40,428 | $4.05M | 0.08% | +6,294+18.4% | Added |
| Strategic Advisors LLC | 40,313 | $4.04M | 0.82% | −924−2.2% | Reduced |
| Arrow Financial Corp | 40,204 | $4.03M | 0.52% | −298−0.7% | Reduced |
| Asset Advisors Investment Management, LLC | 40,169 | $4.02M | 0.53% | −6,705−14.3% | Reduced |
| HBK Sorce Advisory LLC | 40,168 | $4.02M | 0.18% | −30,714−43.3% | Reduced |
| Thematics Asset Management | 40,124 | $4.02M | 0.22% | +1,283+3.3% | Added |
| Covington Investment Advisors Inc. | 40,100 | $4.01M | 0.88% | −12,569−23.9% | Reduced |
| Motley Fool Asset Management LLC | 39,913 | $4.00M | 0.44% | −292−0.7% | Reduced |
| Jeppson Wealth Management, LLC | 39,904 | $4.00M | 1.74% | −270−0.7% | Reduced |
| Arlington Partners LLC | 39,792 | $3.98M | 0.57% | −1,382−3.4% | Reduced |
| We Are One Seven, LLC | 39,770 | $3.98M | 0.25% | +108+0.3% | Added |
| Graypoint LLC | 39,757 | $3.98M | 0.43% | −14,755−27.1% | Reduced |
| Sowell Financial Services LLC | 39,597 | $3.96M | 0.31% | −16,222−29.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 39,575 | $3.96M | 1.17% | +166+0.4% | Added |
| Wells Trecaso Financial Group, LLC | 39,524 | $3.96M | 1.83% | +1,022+2.7% | Added |
| Level Four Advisory Services, LLC | 39,513 | $3.96M | 0.26% | +8,973+29.4% | Added |
| Varma Mutual Pension Insurance Co | 39,439 | $3.95M | 0.05% | 00.0% | Unchanged |
| V2 Financial group LLC | 39,411 | $3.95M | 2.85% | +271+0.7% | Added |
| Krilogy Financial LLC | 39,381 | $3.94M | 0.33% | −789−2.0% | Reduced |
| HBW Advisory Services LLC | 19,503 | $3.94M | 0.98% | −23,226−54.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 39,311 | $3.94M | 1.23% | +2,615+7.1% | Added |
| American National Bank | 38,889 | $3.89M | 0.72% | +11,447+41.7% | Added |
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.88M | 0.60% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38,773 | $3.87M | 0.27% | +926+2.4% | Added |
| Park Avenue Securities LLC | 38,485 | $3.85M | 0.07% | −2,244−5.5% | Reduced |
| Chartwell Investment Partners, LLC | 38,481 | $3.85M | 0.15% | +143+0.4% | Added |
| Terry L. Blaker | 38,298 | $3.83M | 0.34% | −2,792−6.8% | Reduced |
| Dillon & Associates Inc | 38,276 | $3.83M | 0.76% | +536+1.4% | Added |
| First Hawaiian Bank | 38,176 | $3.82M | 0.13% | +2,020+5.6% | Added |
| Check Capital Management Inc | 38,058 | $3.81M | 0.35% | −785−2.0% | Reduced |
| Robinson Value Management, Ltd. | 37,965 | $3.80M | 2.92% | −83−0.2% | Reduced |
| Townsend & Associates, Inc | 36,986 | $3.79M | 1.52% | +12,866+53.3% | Added |
| Diligent Investors, LLC | 37,737 | $3.78M | 1.17% | −35−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 37,603 | $3.77M | 0.16% | −29−0.1% | Reduced |
| Boston Research & Management Inc | 37,551 | $3.76M | 1.12% | +5,621+17.6% | Added |
| Univest Financial Corp | 37,316 | $3.74M | 1.17% | +12,038+47.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 37,268 | $3.73M | 1.03% | +2,318+6.6% | Added |
| Violich Capital Management, Inc. | 37,207 | $3.73M | 0.64% | −305−0.8% | Reduced |
| Financial Avengers, Inc. | 37,210 | $3.73M | 2.86% | +878+2.4% | Added |
| North Star Investment Management Corp. | 37,151 | $3.72M | 0.31% | +514+1.4% | Added |
| Rothschild Investment Corp | 37,119 | $3.72M | 0.33% | +2,118+6.1% | Added |
| Sepio Capital, LP | 37,096 | $3.71M | 0.34% | +9,869+36.2% | Added |
| Epoch Investment Partners, Inc. | 37,081 | $3.71M | 0.02% | −1,333−3.5% | Reduced |
| Meridian Wealth Management, LLC | 36,959 | $3.70M | 0.32% | +2,519+7.3% | Added |
| Mount Yale Investment Advisors, LLC | 36,806 | $3.69M | 0.41% | +8,076+28.1% | Added |
| Allen Investment Management LLC | 36,741 | $3.68M | 0.06% | +107+0.3% | Added |
| Arkadios Wealth Advisors | 36,717 | $3.68M | 0.44% | −2,226−5.7% | Reduced |
| Lincluden Management Ltd | 36,687 | $3.67M | 0.43% | −674−1.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 36,667 | $3.67M | 1.34% | +1,444+4.1% | Added |
| Lynch & Associates | 36,662 | $3.67M | 0.96% | −279−0.8% | Reduced |
| Patten & Patten Inc | 36,550 | $3.66M | 0.32% | −3,889−9.6% | Reduced |
| Cullen Capital Management LLC | 36,226 | $3.63M | 0.03% | +16,182+80.7% | Added |
| Boston Family Office LLC | 36,192 | $3.62M | 0.29% | +355+1.0% | Added |
| Ami Investment Management Inc | 36,163 | $3.62M | 1.69% | +609+1.7% | Added |
| Bristlecone Advisors, LLC | 36,145 | $3.62M | 0.40% | +4,002+12.5% | Added |
| Meiji Yasuda Life Insurance Co | 36,102 | $3.62M | 0.07% | +767+2.2% | Added |
| Mill Creek Capital Advisors, LLC | 36,094 | $3.61M | 0.13% | +3,195+9.7% | Added |
| Independent Financial Group, LLC | 36,071 | $3.61M | 0.29% | +2,865+8.6% | Added |
| Centaurus Financial, Inc. | 36,061 | $3.61M | 0.29% | +4,351+13.7% | Added |
| Empowered Funds, LLC | 36,057 | $3.61M | 0.21% | −12,478−25.7% | Reduced |
| Whalerock Point Partners, LLC | 35,937 | $3.60M | 1.34% | +1,790+5.2% | Added |
| Coronation Fund Managers Ltd. | 35,825 | $3.59M | 0.10% | 00.0% | Unchanged |
| First Interstate Bank | 35,795 | $3.58M | 0.27% | +562+1.6% | Added |
| VELA Investment Management, LLC | 35,762 | $3.58M | 1.63% | +834+2.4% | Added |
| Hedeker Wealth, LLC | 35,719 | $3.58M | 1.27% | +17,059+91.4% | Added |
| Rossmore Private Capital | 35,717 | $3.58M | 0.56% | −2,657−6.9% | Reduced |
| Nilsine Partners, LLC | 35,687 | $3.57M | 0.56% | +35,687 | New |
| Buckingham Strategic Wealth, LLC | 41,103 | $3.57M | 0.06% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 35,527 | $3.56M | 0.77% | −310−0.9% | Reduced |
| Assetmark, Inc | 35,478 | $3.55M | 0.01% | +5,552+18.6% | Added |
| Arrowstreet Capital, Limited Partnership | 35,357 | $3.54M | 0.00% | −120,073−77.3% | Reduced |
| Radnor Capital Management, LLC | 35,329 | $3.54M | 0.93% | +1,321+3.9% | Added |
| Roanoke Asset Management Corp | 35,258 | $3.53M | 1.51% | 00.0% | Unchanged |
| Pinpoint Asset Management Ltd | 35,200 | $3.52M | 0.95% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 35,173 | $3.52M | 1.06% | −323−0.9% | Reduced |
| Hall Laurie J Trustee | 35,095 | $3.51M | 1.50% | +120+0.3% | Added |
| Zenyatta Capital Management LP | 35,000 | $3.50M | 3.77% | +35,000 | New |
| Moody National Bank Trust Division | 34,958 | $3.50M | 0.30% | −834−2.3% | Reduced |
| Parsons Capital Management Inc | 34,837 | $3.49M | 0.28% | −1,275−3.5% | Reduced |
| Choate Investment Advisors | 34,802 | $3.48M | 0.17% | +2,195+6.7% | Added |
| Boyar Asset Management Inc. | 34,785 | $3.48M | 2.69% | −299−0.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 34,767 | $3.48M | 0.16% | −2,710−7.2% | Reduced |
| Gilman Hill Asset Management, LLC | 34,747 | $3.48M | 0.71% | +1,356+4.1% | Added |
| Mendota Financial Group, LLC | 25,362 | $3.48M | 3.48% | +9,860+63.6% | Added |