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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 28,602 | $2.86M | 0.18% | +200+0.7% | Added |
| Altfest L J & Co Inc | 28,486 | $2.85M | 0.45% | +3,994+16.3% | Added |
| Dorchester Wealth Management Co | 28,470 | $2.85M | 0.59% | +869+3.1% | Added |
| Bridgeway Capital Management, LLC | 28,391 | $2.84M | 0.08% | −7,885−21.7% | Reduced |
| Pegasus Asset Management, Inc. | 28,283 | $2.83M | 1.40% | +1,162+4.3% | Added |
| Legacy Private Trust Co. | 28,263 | $2.83M | 0.24% | −5,742−16.9% | Reduced |
| Western Wealth Management, LLC | 28,194 | $2.82M | 0.26% | +922+3.4% | Added |
| Patton Albertson Miller Group, LLC | 28,157 | $2.82M | 0.52% | +12,789+83.2% | Added |
| Itau Unibanco Holding S.A. | 28,060 | $2.81M | 0.14% | −32,467−53.6% | Reduced |
| Oder Investment Management, LLC | 28,021 | $2.81M | 3.28% | +734+2.7% | Added |
| Oak Harvest Investment Services | 28,015 | $2.81M | 0.65% | −2,610−8.5% | Reduced |
| AMG National Trust Bank | 28,000 | $2.80M | 0.10% | −1,235−4.2% | Reduced |
| Sicart Associates LLC | 27,980 | $2.80M | 1.09% | −2,295−7.6% | Reduced |
| Weil Company, Inc. | 27,915 | $2.80M | 1.27% | +2,642+10.5% | Added |
| Westhampton Capital, LLC | 27,769 | $2.78M | 1.79% | −1,180−4.1% | Reduced |
| RSM US Wealth Management LLC | 27,736 | $2.78M | 0.10% | +18,377+196.4% | Added |
| Brighton Jones LLC | 27,679 | $2.77M | 0.16% | −511−1.8% | Reduced |
| Advisors Asset Management, Inc. | 27,641 | $2.77M | 0.06% | −3,751−11.9% | Reduced |
| Summit Place Financial Advisors, LLC | 27,634 | $2.77M | 1.96% | +551+2.0% | Added |
| Bridgewater Advisors Inc. | 27,632 | $2.77M | 0.60% | −480−1.7% | Reduced |
| SOA Wealth Advisors, LLC. | 27,488 | $2.75M | 0.68% | +141+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 27,910 | $2.75M | 0.42% | +27,910 | New |
| Addison Capital Co | 27,348 | $2.74M | 2.06% | −6,877−20.1% | Reduced |
| Pitcairn Co | 27,296 | $2.73M | 0.25% | +5,581+25.7% | Added |
| Concentric Wealth Management, LLC | 27,291 | $2.73M | 0.90% | +438+1.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 27,247 | $2.73M | 0.29% | −260−0.9% | Reduced |
| Journey Advisory Group, LLC | 27,187 | $2.72M | 0.43% | −3,313−10.9% | Reduced |
| BDO Wealth Advisors, LLC | 27,166 | $2.72M | 0.33% | −701−2.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 27,162 | $2.72M | 0.92% | −313−1.1% | Reduced |
| Pettee Investors, Inc. | 27,128 | $2.72M | 1.30% | 00.0% | Unchanged |
| WBH Advisory Inc | 27,009 | $2.70M | 0.34% | +27,009 | New |
| Hanson & Doremus Investment Management | 26,880 | $2.69M | 0.60% | +1,544+6.1% | Added |
| Asio Capital, LLC | 26,836 | $2.69M | 0.70% | +4,091+18.0% | Added |
| Quinn Opportunity Partners LLC | 26,800 | $2.68M | 0.29% | −6,500−19.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 26,789 | $2.68M | 1.06% | +107+0.4% | Added |
| Consolidated Capital Management, LLC | 26,769 | $2.68M | 1.44% | −268−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 26,716 | $2.68M | 0.28% | −2,281−7.9% | Reduced |
| Community Bank, N.A. | 26,709 | $2.67M | 0.36% | +400+1.5% | Added |
| Lynch Asset Management, Inc. | 26,675 | $2.67M | 1.92% | +6,250+30.6% | Added |
| Northwest Investment Counselors, LLC | 26,673 | $2.67M | 0.74% | +1,400+5.5% | Added |
| Alliance Wealth Advisors, LLC | 26,659 | $2.67M | 2.00% | −1,026−3.7% | Reduced |
| Northstar Asset Management LLC | 26,589 | $2.66M | 0.78% | +746+2.9% | Added |
| Wunderlich Capital Managemnt | 26,588 | $2.66M | 1.39% | +517+2.0% | Added |
| Smithfield Trust Co | 26,582 | $2.66M | 0.17% | +5,066+23.5% | Added |
| Integrated Advisors Network LLC | 26,533 | $2.66M | 0.16% | +1,664+6.7% | Added |
| Horizon Wealth Management, LLC | 26,484 | $2.65M | 1.99% | +689+2.7% | Added |
| Butensky & Cohen Financial Security, Inc | 26,472 | $2.65M | 0.96% | +1,657+6.7% | Added |
| First Horizon Advisors, Inc. | 26,467 | $2.65M | 0.09% | +109+0.4% | Added |
| SOL Capital Management CO | 26,412 | $2.64M | 0.43% | +650+2.5% | Added |
| Coldstream Capital Management Inc | 26,388 | $2.64M | 0.09% | −766−2.8% | Reduced |
| Condor Capital Management | 26,382 | $2.64M | 0.33% | −43−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 26,344 | $2.64M | 0.26% | +26,344 | New |
| Diversified Trust Co | 26,336 | $2.64M | 0.10% | +5,312+25.3% | Added |
| Harbour Investments, Inc. | 26,334 | $2.64M | 0.14% | +297+1.1% | Added |
| FRG Family Wealth Advisors LLC | 26,319 | $2.64M | 0.60% | −750−2.8% | Reduced |
| Smith, Moore & Co. | 26,168 | $2.62M | 0.36% | +892+3.5% | Added |
| WCG Wealth Advisors LLC | 26,157 | $2.62M | 0.34% | +114+0.4% | Added |
| Bull Street Advisors, LLC | 26,128 | $2.62M | 1.36% | +300+1.2% | Added |
| Middleton & Co Inc | 26,099 | $2.61M | 0.38% | +315+1.2% | Added |
| Robertson Stephens Wealth Management, LLC | 26,081 | $2.61M | 0.21% | −78−0.3% | Reduced |
| JSF Financial, LLC | 25,979 | $2.60M | 0.97% | +382+1.5% | Added |
| Rodgers Brothers Inc. | 25,924 | $2.60M | 0.50% | −197−0.8% | Reduced |
| TCW Group Inc | 25,848 | $2.59M | 0.03% | +135+0.5% | Added |
| Horizon Investments, LLC | 25,833 | $2.59M | 0.08% | −9,432−26.7% | Reduced |
| Bradley Mark J. | 25,726 | $2.58M | 1.87% | +605+2.4% | Added |
| Regatta Capital Group, LLC | 29,604 | $2.57M | 0.92% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25,684 | $2.57M | 0.28% | −583−2.2% | Reduced |
| DFPG Investments, LLC | 25,684 | $2.57M | 0.28% | +6,476+33.7% | Added |
| Mengis Capital Management, Inc. | 25,663 | $2.57M | 0.54% | −75−0.3% | Reduced |
| Berkshire Bank | 25,636 | $2.57M | 0.76% | −617−2.4% | Reduced |
| Rehmann Capital Advisory Group | 25,632 | $2.57M | 0.24% | +508+2.0% | Added |
| Summit X, LLC | 25,506 | $2.55M | 0.66% | +4,480+21.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 25,471 | $2.55M | 1.96% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 25,365 | $2.54M | 1.73% | −220−0.9% | Reduced |
| M. Kulyk & Associates, LLC | 25,326 | $2.54M | 0.77% | −139−0.5% | Reduced |
| L & S Advisors Inc | 25,304 | $2.53M | 0.35% | +2,607+11.5% | Added |
| Curbstone Financial Management Corp | 25,210 | $2.52M | 0.61% | +340+1.4% | Added |
| Brown Miller Wealth Management, LLC | 25,192 | $2.52M | 1.49% | +948+3.9% | Added |
| Aviance Capital Partners, LLC | 25,164 | $2.52M | 0.56% | +786+3.2% | Added |
| Essex LLC | 28,958 | $2.52M | 0.76% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $2.50M | 0.75% | 00.0% | Unchanged |
| Alight Capital Management LP | 25,000 | $2.50M | 1.54% | +25,000 | New |
| Brookfield Asset Management Inc. | 24,968 | $2.50M | 0.01% | +24,968 | New |
| Windsor Advisory Group, LLC | 24,901 | $2.49M | 5.97% | −517−2.0% | Reduced |
| Change Path, LLC | 24,868 | $2.49M | 0.12% | −166−0.7% | Reduced |
| Iowa State Bank | 24,843 | $2.49M | 0.62% | −2,721−9.9% | Reduced |
| Keating Investment Counselors Inc | 24,818 | $2.49M | 0.94% | −3,081−11.0% | Reduced |
| Xcel Wealth Management, LLC | 24,769 | $2.48M | 0.87% | −328−1.3% | Reduced |
| Fruth Investment Management | 24,752 | $2.48M | 0.72% | −50−0.2% | Reduced |
| BancorpSouth Bank | 24,683 | $2.47M | 0.23% | −394−1.6% | Reduced |
| Liberty Capital Management, Inc. | 24,456 | $2.45M | 0.81% | +126+0.5% | Added |
| Ashton Thomas Private Wealth, LLC | 24,434 | $2.45M | 0.21% | +906+3.9% | Added |
| Horan Capital Advisors, LLC. | 24,420 | $2.45M | 1.01% | +282+1.2% | Added |
| Benin Management CORP | 24,399 | $2.44M | 0.93% | +4,285+21.3% | Added |
| BOK Financial Private Wealth, Inc. | 24,387 | $2.44M | 0.20% | −46−0.2% | Reduced |
| Beach Investment Counsel Inc | 24,383 | $2.44M | 0.33% | +211+0.9% | Added |
| Beaton Management Co. Inc. | 24,336 | $2.44M | 1.64% | +100+0.4% | Added |
| Principle Wealth Partners LLC | 24,305 | $2.43M | 0.26% | −66−0.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 24,304 | $2.43M | 0.46% | +1,442+6.3% | Added |
| Meeder Advisory Services, Inc. | 24,262 | $2.43M | 0.28% | +572+2.4% | Added |