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 |
|---|---|---|---|---|---|
| Consolidated Investment Group LLC | 24,202 | $2.42M | 0.47% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 24,190 | $2.42M | 0.16% | −33,410−58.0% | Reduced |
| Ameritas Investment Partners, Inc. | 24,160 | $2.42M | 0.10% | −7,226−23.0% | Reduced |
| Focused Wealth Management, Inc | 24,158 | $2.42M | 0.49% | +84+0.3% | Added |
| Naples Global Advisors, LLC | 24,124 | $2.42M | 0.30% | −2,084−8.0% | Reduced |
| Quantitative Investment Management, LLC | 24,099 | $2.41M | 0.51% | −8,301−25.6% | Reduced |
| Searle & Co. | 23,463 | $2.40M | 0.79% | −724−3.0% | Reduced |
| Old Second National Bank of Aurora | 23,992 | $2.40M | 0.70% | −1,224−4.9% | Reduced |
| M Holdings Securities, Inc. | 23,981 | $2.40M | 0.25% | −2,559−9.6% | Reduced |
| Herbst Group, LLC | 23,852 | $2.39M | 1.69% | +500+2.1% | Added |
| CIC Wealth, LLC | 23,852 | $2.39M | 0.90% | −1,080−4.3% | Reduced |
| C2C Wealth Management, LLC | 24,380 | $2.39M | 0.39% | +8,002+48.9% | Added |
| Bill Few Associates, Inc. | 23,827 | $2.39M | 1.33% | +3,313+16.1% | Added |
| Cito Capital Group, LLC | 23,790 | $2.38M | 1.19% | +500+2.1% | Added |
| Vestmark Advisory Solutions, Inc. | 23,763 | $2.38M | 0.10% | +2,451+11.5% | Added |
| Citizens Financial Group Inc | 23,739 | $2.38M | 0.09% | +451+1.9% | Added |
| SageView Advisory Group, LLC | 23,738 | $2.38M | 0.15% | +10,519+79.6% | Added |
| JCIC Asset Management Inc. | 23,621 | $2.37M | 1.10% | +730+3.2% | Added |
| Blackhawk Capital Partners LLC. | 23,539 | $2.36M | 1.72% | −3,173−11.9% | Reduced |
| Allen Capital Group, LLC | 23,511 | $2.35M | 0.45% | +23,511 | New |
| Circle Wealth Management, LLC | 23,509 | $2.35M | 0.34% | −56−0.2% | Reduced |
| Paradigm Financial Partners, LLC | 23,459 | $2.35M | 0.63% | +780+3.4% | Added |
| True North Advisors, LLC | 23,423 | $2.35M | 0.69% | −915−3.8% | Reduced |
| Lavaca Capital LLC | 21,624 | $2.34M | 0.55% | −895−4.0% | Reduced |
| Dana Investment Advisors, Inc. | 23,380 | $2.34M | 0.12% | −46,014−66.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 23,360 | $2.34M | 0.41% | −2,250−8.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 23,403 | $2.34M | 0.62% | −138−0.6% | Reduced |
| Avidian Wealth Solutions, LLC | 23,323 | $2.34M | 0.13% | +2,911+14.3% | Added |
| Alpha Omega Wealth Management LLC | 23,274 | $2.33M | 0.40% | −4,649−16.6% | Reduced |
| Menlo Advisors LLC | 23,148 | $2.32M | 1.59% | −630−2.6% | Reduced |
| MidWestOne Financial Group, Inc. | 23,128 | $2.32M | 0.52% | +2,708+13.3% | Added |
| Iat Reinsurance Co Ltd. | 23,070 | $2.31M | 0.47% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 23,035 | $2.31M | 0.11% | +1,047+4.8% | Added |
| Snider Financial Group | 22,992 | $2.30M | 1.23% | −1,104−4.6% | Reduced |
| Fishman Jay A Ltd | 22,980 | $2.30M | 0.29% | −549−2.3% | Reduced |
| LGT Fund Management Co Ltd. | 22,979 | $2.30M | 0.98% | +4,979+27.7% | Added |
| China Universal Asset Management Co., Ltd. | 22,963 | $2.30M | 0.78% | +13,616+145.7% | Added |
| Wealth Alliance | 22,936 | $2.30M | 0.37% | +4,808+26.5% | Added |
| Petredis Investment Advisors LLC | 22,926 | $2.30M | 0.36% | +2,492+12.2% | Added |
| Sky Investment Group LLC | 22,915 | $2.29M | 0.52% | −140−0.6% | Reduced |
| Chicago Trust Co NA | 22,842 | $2.29M | 0.57% | +1,988+9.5% | Added |
| Monarch Capital Management Inc | 22,786 | $2.28M | 0.70% | +273+1.2% | Added |
| Continuum Advisory, LLC | 24,944 | $2.28M | 0.39% | +316+1.3% | Added |
| Romano Brothers and Company | 22,599 | $2.26M | 0.35% | −122−0.5% | Reduced |
| AFS Financial Group, LLC | 22,566 | $2.26M | 1.51% | +71+0.3% | Added |
| Capital Asset Advisory Services LLC | 22,498 | $2.25M | 0.17% | +1,902+9.2% | Added |
| Wealthspire Advisors, LLC | 22,497 | $2.25M | 0.04% | −2,418−9.7% | Reduced |
| Boston Financial Mangement LLC | 22,488 | $2.25M | 0.09% | +119+0.5% | Added |
| BBJS Financial Advisors, LLC | 22,476 | $2.25M | 0.92% | +3,620+19.2% | Added |
| Physicians Financial Services, Inc. | 22,447 | $2.25M | 0.95% | +350+1.6% | Added |
| Stone Point Wealth LLC | 22,444 | $2.25M | 1.00% | +50.0% | Added |
| Douglass Winthrop Advisors, LLC | 22,427 | $2.25M | 0.06% | −3,960−15.0% | Reduced |
| Congress Park Capital LLC | 22,368 | $2.24M | 1.34% | +2,400+12.0% | Added |
| TrinityPoint Wealth, LLC | 22,358 | $2.24M | 0.48% | +3,408+18.0% | Added |
| Cladis Investment Advisory, LLC | 22,354 | $2.24M | 2.01% | +2,400+12.0% | Added |
| Concentric Capital Strategies, LP | 22,328 | $2.24M | 0.75% | +22,328 | New |
| Plimoth Trust Co LLC | 22,311 | $2.23M | 0.69% | −520−2.3% | Reduced |
| FDx Advisors, Inc. | 25,645 | $2.23M | 0.10% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 22,220 | $2.23M | 0.86% | +1,396+6.7% | Added |
| Davis-Rea Ltd. | 22,217 | $2.22M | 1.34% | −21,877−49.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 22,155 | $2.22M | 0.45% | +2,086+10.4% | Added |
| Cigna Investments Inc | 22,150 | $2.22M | 0.44% | −462−2.0% | Reduced |
| One Capital Management, LLC | 22,149 | $2.22M | 0.11% | +722+3.4% | Added |
| Rowland & Co Investment Counsel | 22,032 | $2.21M | 0.54% | +1,232+5.9% | Added |
| Legacy Trust | 22,014 | $2.20M | 0.66% | +2,237+11.3% | Added |
| Viking Fund Management LLC | 22,000 | $2.20M | 0.42% | 00.0% | Unchanged |
| Knuff & Co LLC | 21,953 | $2.20M | 0.87% | +267+1.2% | Added |
| Greenline Partners, LLC | 21,894 | $2.19M | 0.42% | −274−1.2% | Reduced |
| First Citizens Bank & Trust Co | 21,825 | $2.19M | 0.04% | +5,392+32.8% | Added |
| Harbour Investment Management LLC | 21,781 | $2.18M | 1.21% | 00.0% | Unchanged |
| Marex Group plc | 21,738 | $2.18M | 0.29% | −36,743−62.8% | Reduced |
| Parkwood LLC | 21,655 | $2.17M | 0.40% | +206+1.0% | Added |
| Ledge Wealth Management, Inc. | 21,652 | $2.17M | 1.03% | +2,476+12.9% | Added |
| Hendershot Investments Inc. | 21,542 | $2.16M | 0.36% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 21,430 | $2.15M | 0.52% | −658−3.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 21,395 | $2.14M | 0.05% | −878−3.9% | Reduced |
| Walleye Capital LLC | 21,357 | $2.14M | 0.04% | +21,357 | New |
| Nelson Capital Management, LLC | 21,338 | $2.14M | 0.61% | −62−0.3% | Reduced |
| Fairbanks Capital Management, Inc. | 21,304 | $2.13M | 1.70% | −5,153−19.5% | Reduced |
| TBH Global Asset Management, LLC | 21,262 | $2.13M | 0.45% | +2,466+13.1% | Added |
| Triangle Securities Wealth Management | 21,157 | $2.12M | 0.76% | −378−1.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 21,125 | $2.12M | 1.51% | +21,125 | New |
| Verus Capital Partners, LLC | 21,122 | $2.11M | 0.33% | +6,294+42.4% | Added |
| Trust Asset Management LLC | 21,108 | $2.11M | 0.24% | +86+0.4% | Added |
| Jasper Ridge Partners, L.P. | 21,100 | $2.11M | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 21,090 | $2.11M | 0.22% | +1,058+5.3% | Added |
| Harbor Advisory Corp | 21,086 | $2.11M | 0.81% | +1,762+9.1% | Added |
| NVWM, LLC | 21,085 | $2.11M | 0.71% | +1,055+5.3% | Added |
| Bramshill Investments, LLC | 21,038 | $2.11M | 0.25% | +3,550+20.3% | Added |
| Hamel Associates, Inc. | 20,966 | $2.10M | 0.73% | +397+1.9% | Added |
| NovaPoint Capital, LLC | 20,876 | $2.09M | 0.86% | +12,929+162.7% | Added |
| Carl P. Sherr & Co., LLC | 20,870 | $2.09M | 1.50% | +110+0.5% | Added |
| Buttonwood Financial Advisors Inc. | 20,863 | $2.09M | 1.62% | +115+0.6% | Added |
| Cipher Capital LP | 20,858 | $2.09M | 0.39% | −23,209−52.7% | Reduced |
| Mitchell Capital Management Co | 20,835 | $2.09M | 0.52% | −53−0.3% | Reduced |
| Stokes Family Office, LLC | 20,803 | $2.08M | 0.26% | +1,063+5.4% | Added |
| CWA Asset Management Group, LLC | 20,749 | $2.08M | 0.15% | −1,531−6.9% | Reduced |
| Diamant Asset Management, Inc. | 20,727 | $2.08M | 1.70% | +900+4.5% | Added |
| Geneos Wealth Management Inc. | 20,715 | $2.07M | 0.13% | +72+0.3% | Added |
| Summit Financial Group Inc | 20,700 | $2.07M | 0.82% | 00.0% | Unchanged |