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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 20,520 | $2.06M | 0.69% | 00.0% | Unchanged |
| Cohen Lawrence B | 20,510 | $2.05M | 1.38% | +1,184+6.1% | Added |
| MV Capital Management, Inc. | 20,479 | $2.05M | 0.29% | +154+0.8% | Added |
| Foundations Investment Advisors, LLC | 20,441 | $2.05M | 0.07% | +1,095+5.7% | Added |
| Moneta Group Investment Advisors LLC | 20,414 | $2.04M | 0.05% | +3,988+24.3% | Added |
| Modus Advisors, LLC | 20,375 | $2.04M | 0.94% | +297+1.5% | Added |
| Slow Capital, Inc. | 20,348 | $2.04M | 0.38% | +5,483+36.9% | Added |
| Highlander Capital Management, LLC | 20,312 | $2.03M | 1.00% | +250+1.2% | Added |
| New Potomac Partners, LLC | 20,291 | $2.03M | 1.41% | +87+0.4% | Added |
| Bridges Investment Management Inc | 20,219 | $2.02M | 0.07% | −43−0.2% | Reduced |
| Proequities, Inc. | 20,126 | $2.02M | 0.16% | +678+3.5% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.01M | 1.89% | 00.0% | Unchanged |
| Anson Funds Management LP | 20,000 | $2.00M | 0.63% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 19,973 | $2.00M | 0.02% | +500+2.6% | Added |
| Trust Co of Oklahoma | 19,877 | $1.99M | 0.78% | −5,217−20.8% | Reduced |
| Lake Street Advisors Group, LLC | 19,865 | $1.99M | 0.12% | −1,642−7.6% | Reduced |
| Sawyer & Company, Inc | 19,712 | $1.99M | 1.07% | −139−0.7% | Reduced |
| Ceera Investments, LLC | 19,821 | $1.98M | 1.27% | −50.0% | Reduced |
| Selway Asset Management | 19,799 | $1.98M | 0.95% | +522+2.7% | Added |
| BigSur Wealth Management LLC | 19,792 | $1.98M | 0.93% | −2,300−10.4% | Reduced |
| Chemistry Wealth Management LLC | 19,732 | $1.98M | 0.69% | +911+4.8% | Added |
| Three Bridge Wealth Advisors, LLC | 19,717 | $1.97M | 0.91% | +7,356+59.5% | Added |
| Andra AP-fonden | 19,689 | $1.97M | 0.05% | −10,611−35.0% | Reduced |
| Nixon Peabody Trust Co | 19,688 | $1.97M | 1.38% | +1,277+6.9% | Added |
| Palisade Capital Management LLC | 19,626 | $1.97M | 0.05% | −2,600−11.7% | Reduced |
| Hancock Whitney Corp | 19,621 | $1.97M | 0.08% | −50−0.3% | Reduced |
| Kovack Advisors, Inc. | 19,589 | $1.96M | 0.27% | +789+4.2% | Added |
| Moody Lynn & Lieberson, LLC | 19,530 | $1.96M | 0.18% | +50+0.3% | Added |
| Hoertkorn Richard Charles | 19,494 | $1.95M | 1.01% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 19,492 | $1.95M | 1.08% | +182+0.9% | Added |
| Ropes Wealth Advisors LLC | 19,466 | $1.95M | 0.35% | −495−2.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 19,459 | $1.95M | 2.02% | −85−0.4% | Reduced |
| Silvant Capital Management LLC | 19,421 | $1.94M | 0.13% | 00.0% | Unchanged |
| Weik Capital Management | 19,400 | $1.94M | 0.89% | −395−2.0% | Reduced |
| WMS Partners, LLC | 19,402 | $1.94M | 0.17% | −2,975−13.3% | Reduced |
| Fosun International Ltd | 19,331 | $1.94M | 0.18% | −11,541−37.4% | Reduced |
| NTV Asset Management LLC | 19,262 | $1.93M | 0.36% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 19,222 | $1.92M | 1.58% | +2,808+17.1% | Added |
| Atlas Brown,Inc. | 19,221 | $1.92M | 0.89% | −385−2.0% | Reduced |
| Mount Capital Ltd | 19,200 | $1.92M | 0.76% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 19,182 | $1.92M | 0.36% | −1,034−5.1% | Reduced |
| Axxcess Wealth Management, LLC | 19,170 | $1.92M | 0.15% | −3,629−15.9% | Reduced |
| Capital Investment Advisory Services, LLC | 19,092 | $1.91M | 0.23% | −77−0.4% | Reduced |
| Corrado Advisors, LLC | 19,086 | $1.91M | 1.27% | +357+1.9% | Added |
| Banco de Sabadell, S.A | 19,109 | $1.91M | 1.59% | −695−3.5% | Reduced |
| Monetta Financial Services Inc | 19,000 | $1.90M | 2.03% | +5,000+35.7% | Added |
| Aspiriant, LLC | 18,992 | $1.90M | 0.10% | +922+5.1% | Added |
| Spirit of America Management Corp | 18,950 | $1.90M | 0.42% | −1,000−5.0% | Reduced |
| Merit Financial Group, LLC | 18,868 | $1.89M | 0.07% | −24,282−56.3% | Reduced |
| Estabrook Capital Management | 18,855 | $1.89M | 0.33% | −326−1.7% | Reduced |
| Insigneo Advisory Services, LLC | 18,853 | $1.89M | 0.60% | +600+3.3% | Added |
| Checchi Capital Advisers, LLC | 18,820 | $1.88M | 0.18% | −72−0.4% | Reduced |
| Winch Advisory Services, LLC | 18,657 | $1.87M | 0.72% | −1,769−8.7% | Reduced |
| Hilltop Holdings Inc. | 18,606 | $1.86M | 0.25% | +2,927+18.7% | Added |
| J. W. Coons Advisors, LLC | 18,586 | $1.86M | 0.53% | −100−0.5% | Reduced |
| GW&K Investment Management, LLC | 18,565 | $1.86M | 0.02% | +3,403+22.4% | Added |
| Zuckerman Investment Group, LLC | 18,538 | $1.86M | 0.28% | +1,802+10.8% | Added |
| Westmount Partners, LLC | 18,475 | $1.85M | 0.86% | +414+2.3% | Added |
| Ballentine Partners, LLC | 18,471 | $1.85M | 0.05% | +2,003+12.2% | Added |
| Proficio Capital Partners LLC | 18,463 | $1.85M | 0.29% | −396−2.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 18,429 | $1.85M | 0.67% | −116−0.6% | Reduced |
| Bank Hapoalim BM | 18,353 | $1.84M | 0.25% | +13,820+304.9% | Added |
| Kornitzer Capital Management Inc | 18,355 | $1.84M | 0.04% | +415+2.3% | Added |
| Field & Main Bank | 18,285 | $1.83M | 1.09% | +540+3.0% | Added |
| Montecito Bank & Trust | 18,266 | $1.83M | 0.44% | −136−0.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 18,262 | $1.83M | 0.57% | +90+0.5% | Added |
| Campbell Capital Management Inc | 18,195 | $1.82M | 1.40% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 18,115 | $1.81M | 0.96% | −22,041−54.9% | Reduced |
| Riverpark Capital Management LLC | 18,096 | $1.81M | 3.64% | +1,362+8.1% | Added |
| Bizma Investimentos Ltda | 18,000 | $1.80M | 1.48% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 17,981 | $1.80M | 0.16% | +352+2.0% | Added |
| Atom Investors LP | 17,944 | $1.80M | 0.98% | +13,833+336.5% | Added |
| Citizens Business Bank | 17,926 | $1.79M | 0.41% | −314−1.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,910 | $1.79M | 1.11% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 17,854 | $1.79M | 0.87% | −500−2.7% | Reduced |
| Ionic Capital Management LLC | 17,840 | $1.79M | 0.68% | −5,110−22.3% | Reduced |
| Deane Retirement Strategies, Inc. | 17,848 | $1.79M | 0.98% | −513−2.8% | Reduced |
| Studio Investment Management LLC | 17,818 | $1.78M | 0.54% | +35+0.2% | Added |
| Bedel Financial Consulting, Inc. | 17,779 | $1.78M | 0.43% | +176+1.0% | Added |
| Laidlaw Wealth Management LLC | 17,760 | $1.78M | 0.36% | −1,179−6.2% | Reduced |
| Lindbrook Capital, LLC | 17,760 | $1.78M | 0.21% | −382−2.1% | Reduced |
| Arrowroot Family Office, LLC | 17,692 | $1.77M | 1.51% | +17,692 | New |
| Cypress Capital Group | 17,613 | $1.76M | 0.27% | +388+2.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,609 | $1.76M | 1.10% | +905+5.4% | Added |
| Stonnington Group, LLC | 17,474 | $1.76M | 0.46% | +2,967+20.5% | Added |
| Essex Financial Services, Inc. | 17,573 | $1.76M | 0.19% | +47+0.3% | Added |
| Campbell Newman Asset Management Inc | 17,565 | $1.76M | 0.17% | −6,434−26.8% | Reduced |
| Garrison Asset Management, LLC | 17,531 | $1.76M | 1.09% | +170+1.0% | Added |
| Fort Sheridan Advisors LLC | 17,499 | $1.75M | 0.44% | −130−0.7% | Reduced |
| Fairfield, Bush & Co. | 17,496 | $1.75M | 0.62% | +10,207+140.0% | Added |
| Cohen Investment Advisors LLC | 17,485 | $1.75M | 1.38% | +203+1.2% | Added |
| RS Crum Inc. | 17,461 | $1.75M | 0.67% | −24−0.1% | Reduced |
| Waldron Private Wealth LLC | 17,441 | $1.75M | 0.08% | −6,764−27.9% | Reduced |
| Birmingham Capital Management Co Inc | 17,406 | $1.74M | 0.70% | −50.0% | Reduced |
| World Equity Group, Inc. | 165,584 | $1.74M | 0.30% | +143,596+653.1% | Added |
| L.M. Kohn & Company | 17,316 | $1.73M | 0.72% | +781+4.7% | Added |
| Sculati Wealth Management, LLC | 17,313 | $1.73M | 0.92% | +666+4.0% | Added |
| Perennial Investment Advisors, LLC | 17,308 | $1.73M | 0.32% | +2,543+17.2% | Added |
| Dover Advisors, LLC | 17,304 | $1.73M | 1.67% | +1,701+10.9% | Added |
| Chapin Davis, Inc. | 17,292 | $1.73M | 0.90% | +3,593+26.2% | Added |