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
- 3,076
- +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
- 1,304 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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 34,738 | $3.48M | 0.22% | +34,729+385,877.8% | Added |
| Ameritas Advisory Services, LLC | 34,700 | $3.47M | 0.17% | −13,766−28.4% | Reduced |
| RB Capital Management, LLC | 34,609 | $3.47M | 1.13% | +223+0.6% | Added |
| Canandaigua National Bank & Trust Co | 34,568 | $3.46M | 0.58% | +34,568 | New |
| International Assets Investment Management, LLC | 34,560 | $3.46M | 0.50% | −21,121−37.9% | Reduced |
| Asset Dedication, LLC | 34,358 | $3.46M | 0.32% | +2,268+7.1% | Added |
| J.W. Cole Advisors, Inc. | 34,515 | $3.46M | 0.25% | +2,042+6.3% | Added |
| White Pine Investment CO | 34,520 | $3.46M | 1.24% | +1,745+5.3% | Added |
| Baker Ellis Asset Management LLC | 34,487 | $3.45M | 0.62% | +41+0.1% | Added |
| Bogart Wealth, LLC | 34,473 | $3.45M | 0.23% | +2,732+8.6% | Added |
| Brady Family Wealth, LLC | 34,445 | $3.45M | 1.36% | +1,328+4.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 34,389 | $3.44M | 1.09% | +915+2.7% | Added |
| MainStreet Investment Advisors LLC | 34,343 | $3.44M | 0.38% | +5,471+18.9% | Added |
| William Allan, LLC | 34,256 | $3.43M | 2.72% | −326−0.9% | Reduced |
| Jefferies Financial Group Inc. | 34,181 | $3.42M | 0.07% | −38,409−52.9% | Reduced |
| Bender Robert & Associates | 34,068 | $3.41M | 1.06% | +425+1.3% | Added |
| Goelzer Investment Management, Inc. | 34,048 | $3.41M | 0.30% | −8,013−19.1% | Reduced |
| Connable Office Inc | 34,045 | $3.41M | 0.50% | −217−0.6% | Reduced |
| Unigestion Holding SA | 34,519 | $3.39M | 0.18% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 33,754 | $3.38M | 0.75% | +1,148+3.5% | Added |
| Sequoia Financial Advisors, LLC | 33,685 | $3.37M | 0.07% | +176+0.5% | Added |
| Cambridge Trust Co | 33,600 | $3.36M | 0.16% | −9,009−21.1% | Reduced |
| Red Door Wealth Management, LLC | 33,558 | $3.36M | 1.05% | +3,064+10.0% | Added |
| Account Management LLC | 33,553 | $3.36M | 4.30% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 33,537 | $3.36M | 2.71% | −3,000−8.2% | Reduced |
| Stonebridge Capital Management Inc | 33,495 | $3.35M | 1.61% | −5,250−13.6% | Reduced |
| American Trust | 33,454 | $3.35M | 0.23% | +3,630+12.2% | Added |
| Kirr Marbach & Co LLC | 33,364 | $3.34M | 1.04% | +33,364 | New |
| Capital Analysts, LLC | 33,310 | $3.33M | 0.19% | +931+2.9% | Added |
| Gardner Lewis Asset Management L P | 33,298 | $3.33M | 1.18% | +1,730+5.5% | Added |
| Walter & Keenan Financial Consulting Co | 33,266 | $3.33M | 1.26% | −1,702−4.9% | Reduced |
| United Asset Strategies, Inc. | 33,253 | $3.33M | 0.44% | +4,092+14.0% | Added |
| Amica Mutual Insurance Co | 33,029 | $3.31M | 0.37% | −7,891−19.3% | Reduced |
| Apollon Wealth Management, LLC | 32,982 | $3.30M | 0.20% | −1,798−5.2% | Reduced |
| Prospera Financial Services Inc | 32,877 | $3.29M | 0.14% | +1,707+5.5% | Added |
| J. Goldman & Co LP | 32,728 | $3.28M | 0.19% | +32,728 | New |
| Guardian Capital LP | 32,696 | $3.27M | 0.10% | −785−2.3% | Reduced |
| Puzo Michael J | 32,400 | $3.24M | 1.08% | +18,841+139.0% | Added |
| Veriti Management LLC | 32,284 | $3.23M | 0.38% | +1,778+5.8% | Added |
| Ascent Group, LLC | 32,164 | $3.22M | 0.34% | +4,040+14.4% | Added |
| Eastern Bank | 32,135 | $3.22M | 0.16% | −209−0.6% | Reduced |
| Skylands Capital, LLC | 32,100 | $3.21M | 0.47% | −3,300−9.3% | Reduced |
| NWF Advisory Services Inc. | 35,991 | $3.21M | 0.75% | +35,991 | New |
| Heritage Trust Co | 32,084 | $3.21M | 0.51% | +566+1.8% | Added |
| Flagship Harbor Advisors, LLC | 32,055 | $3.21M | 0.30% | −1,255−3.8% | Reduced |
| Mendel Money Management | 32,038 | $3.21M | 1.73% | +1,494+4.9% | Added |
| Icapital Wealth LLC | 32,014 | $3.21M | 2.19% | −7,194−18.3% | Reduced |
| Resources Investment Advisors, LLC. | 31,944 | $3.20M | 0.08% | +1,059+3.4% | Added |
| Virginia Retirement Systems Et Al | 31,858 | $3.19M | 0.03% | −140,131−81.5% | Reduced |
| SlateStone Wealth, LLC | 31,776 | $3.18M | 0.66% | +2,612+9.0% | Added |
| Graybill Bartz & Assoc Ltd | 31,724 | $3.18M | 1.62% | +420+1.3% | Added |
| Wellington Shields & Co., LLC | 31,680 | $3.17M | 0.71% | +980+3.2% | Added |
| MUFG Securities EMEA plc | 31,671 | $3.17M | 0.06% | −90−0.3% | Reduced |
| Notis-McConarty Edward | 31,642 | $3.17M | 1.26% | +7,490+31.0% | Added |
| Arlington Financial Advisors, LLC | 31,622 | $3.17M | 1.22% | +11,260+55.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 31,554 | $3.16M | 0.33% | −38,351−54.9% | Reduced |
| Hamilton Wealth, LLC | 31,532 | $3.16M | 1.11% | +1,463+4.9% | Added |
| Engineers Gate Manager LP | 31,491 | $3.15M | 0.13% | +31,491 | New |
| WSFS Capital Management, LLC | 31,471 | $3.15M | 0.33% | −28−0.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 31,445 | $3.15M | 1.68% | +108+0.3% | Added |
| Culbertson A N & Co Inc | 31,413 | $3.15M | 0.64% | −756−2.4% | Reduced |
| Miracle Mile Advisors, LLC | 31,411 | $3.15M | 0.10% | −227−0.7% | Reduced |
| Northstar Group, Inc. | 31,361 | $3.14M | 0.81% | −2,324−6.9% | Reduced |
| Guardian Capital Advisors LP | 31,980 | $3.13M | 0.36% | +1,175+3.8% | Added |
| Adell Harriman & Carpenter Inc | 30,983 | $3.10M | 0.33% | +2,351+8.2% | Added |
| German American Bancorp, Inc. | 30,952 | $3.10M | 0.46% | +7,152+30.1% | Added |
| Colonial Trust Co | 30,903 | $3.09M | 0.79% | −236−0.8% | Reduced |
| Keene & Associates, Inc. | 30,903 | $3.09M | 2.40% | +15,657+102.7% | Added |
| Vinva Investment Management Ltd | 31,521 | $3.09M | 0.26% | +31,521 | New |
| Family Management Corp | 30,870 | $3.09M | 0.71% | +1,415+4.8% | Added |
| SeaTown Holdings Pte. Ltd. | 30,740 | $3.08M | 0.42% | −70,000−69.5% | Reduced |
| Abbrea Capital, LLC | 30,675 | $3.07M | 0.52% | −30−0.1% | Reduced |
| Webster Bank, N. A. | 30,567 | $3.06M | 0.40% | −2,745−8.2% | Reduced |
| Roberts Wealth Advisors, LLC | 30,674 | $3.05M | 1.40% | +1,323+4.5% | Added |
| Gs Investments, Inc. | 30,491 | $3.05M | 1.76% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 30,461 | $3.05M | 0.39% | +1,157+3.9% | Added |
| Laurel Wealth Advisors LLC | 30,354 | $3.04M | 0.65% | −517−1.7% | Reduced |
| American Investment Services, Inc. | 34,671 | $3.01M | 0.62% | 00.0% | Unchanged |
| Canal Insurance CO | 30,000 | $3.00M | 0.82% | +30,000 | New |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $3.00M | 2.41% | 00.0% | Unchanged |
| Caldwell Trust Co | 29,985 | $3.00M | 0.42% | −4,258−12.4% | Reduced |
| M. Kraus & Co | 29,912 | $3.00M | 1.06% | +101+0.3% | Added |
| Achmea Investment Management B.V. | 29,741 | $2.98M | 0.09% | −14,831−33.3% | Reduced |
| Diversified Investment Strategies, LLC | 29,732 | $2.98M | 2.12% | −205−0.7% | Reduced |
| RiverPark Advisors, LLC | 29,696 | $2.97M | 1.99% | −4,591−13.4% | Reduced |
| IMS Capital Management | 29,638 | $2.97M | 1.77% | −774−2.5% | Reduced |
| SevenBridge Financial Group, LLC | 29,627 | $2.97M | 0.82% | +664+2.3% | Added |
| Montag A & Associates Inc | 29,597 | $2.96M | 0.19% | −559−1.9% | Reduced |
| Gladstone Institutional Advisory LLC | 29,571 | $2.96M | 0.19% | −748−2.5% | Reduced |
| Hills Bank & Trust Co | 29,565 | $2.96M | 0.41% | −171−0.6% | Reduced |
| Sumitomo Life Insurance Co | 29,131 | $2.92M | 0.25% | −214−0.7% | Reduced |
| McDonald Partners LLC | 29,027 | $2.91M | 0.94% | −1,846−6.0% | Reduced |
| Forum Financial Management, LP | 29,018 | $2.91M | 0.08% | −178−0.6% | Reduced |
| Financial Advocates Investment Management | 28,964 | $2.90M | 0.22% | +107+0.4% | Added |
| Sterneck Capital Management, LLC | 28,939 | $2.90M | 1.83% | +6,233+27.5% | Added |
| Jacobi Capital Management LLC | 28,829 | $2.89M | 0.34% | +2,190+8.2% | Added |
| Te Ahumairangi Investment Management Ltd | 28,776 | $2.88M | 0.41% | −523−1.8% | Reduced |
| Joel Isaacson & Co., LLC | 28,732 | $2.88M | 0.21% | +469+1.7% | Added |
| SeaCrest Wealth Management, LLC | 28,718 | $2.88M | 0.39% | +647+2.3% | Added |
| New Hampshire Trust | 28,693 | $2.87M | 0.77% | +930+3.3% | Added |