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 |
|---|---|---|---|---|---|
| Stillwater Investment Management, LLC | 17,217 | $1.72M | 0.46% | −258−1.5% | Reduced |
| Charter Research & Investment Group, Inc. | 17,210 | $1.72M | 1.51% | +70+0.4% | Added |
| Old National Bancorp | 17,167 | $1.72M | 0.05% | +425+2.5% | Added |
| BCGM Wealth Management, LLC | 17,151 | $1.72M | 0.87% | +9,641+128.4% | Added |
| Scott & Selber, Inc. | 17,129 | $1.72M | 0.73% | +388+2.3% | Added |
| CRA Financial Services, LLC | 17,100 | $1.71M | 0.51% | +177+1.0% | Added |
| Wintrust Investments LLC | 17,101 | $1.71M | 0.22% | −1,537−8.2% | Reduced |
| Kiley Juergens Wealth Management, LLC | 17,091 | $1.71M | 0.64% | −465−2.6% | Reduced |
| Profund Advisors LLC | 17,067 | $1.71M | 0.11% | −19,447−53.3% | Reduced |
| Miller Investment Management, LP | 17,023 | $1.70M | 0.28% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.70M | 0.66% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 17,000 | $1.70M | 1.10% | +17,000 | New |
| HCR Wealth Advisors | 16,986 | $1.70M | 0.34% | −982−5.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 16,979 | $1.70M | 0.70% | −200−1.2% | Reduced |
| MSH Capital Advisors LLC | 16,970 | $1.70M | 0.73% | −430−2.5% | Reduced |
| Boltwood Capital Management | 16,906 | $1.69M | 0.63% | −126−0.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 16,790 | $1.68M | 1.09% | +4,213+33.5% | Added |
| Benedetti & Gucer, Inc. | 16,772 | $1.68M | 0.96% | +6,241+59.3% | Added |
| LCNB Corp | 16,720 | $1.67M | 0.76% | −700−4.0% | Reduced |
| JNBA Financial Advisors | 16,659 | $1.67M | 0.22% | −77−0.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,657 | $1.67M | 0.84% | +10,536+172.1% | Added |
| Fundamentun, LLC | 16,592 | $1.66M | 0.28% | −1,239−6.9% | Reduced |
| Drexel Morgan & Co. | 16,586 | $1.66M | 0.42% | −199,500−92.3% | Reduced |
| GSB Wealth Management, LLC | 16,523 | $1.65M | 0.54% | +10+0.1% | Added |
| Strategic Financial Services, Inc, | 16,512 | $1.65M | 0.13% | −1,820−9.9% | Reduced |
| Capital International Ltd | 16,503 | $1.65M | 0.10% | +16,503 | New |
| Connolly Sarah T. | 16,478 | $1.65M | 1.05% | +790+5.0% | Added |
| Canal Capital Management, LLC | 16,471 | $1.65M | 0.36% | +3,522+27.2% | Added |
| Turim 21 Investimentos Ltda. | 16,439 | $1.65M | 1.66% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 16,432 | $1.65M | 1.80% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 16,402 | $1.64M | 0.58% | +471+3.0% | Added |
| Eudaimonia Partners, LLC | 16,350 | $1.64M | 0.40% | +1,713+11.7% | Added |
| New England Research & Management, Inc. | 16,332 | $1.64M | 0.96% | +2,380+17.1% | Added |
| Trustco Bank Corp N Y | 16,325 | $1.63M | 1.80% | +31+0.2% | Added |
| Delta Financial Group, Inc. | 16,311 | $1.63M | 0.64% | −216−1.3% | Reduced |
| Csenge Advisory Group | 16,303 | $1.63M | 0.12% | +145+0.9% | Added |
| CFM Wealth Partners LLC | 16,244 | $1.63M | 0.45% | +31+0.2% | Added |
| Sterling Investment Counsel, LLC | 16,200 | $1.62M | 0.96% | +1,039+6.9% | Added |
| Sippican Capital Advisors | 16,158 | $1.62M | 1.55% | +89+0.6% | Added |
| Good Life Advisors, LLC | 16,151 | $1.62M | 0.21% | −477−2.9% | Reduced |
| Mizuho Securities Co. Ltd. | 16,150 | $1.62M | 5.03% | +6,630+69.6% | Added |
| CV Advisors LLC | 16,142 | $1.62M | 1.53% | −2,705−14.4% | Reduced |
| Phraction Management LLC | 16,127 | $1.61M | 0.93% | −2,589−13.8% | Reduced |
| Aldebaran Financial Inc. | 16,077 | $1.61M | 2.17% | −7,430−31.6% | Reduced |
| Invst, LLC | 16,083 | $1.61M | 0.25% | +3,270+25.5% | Added |
| GYL Financial Synergies, LLC | 16,043 | $1.61M | 0.19% | +4,554+39.6% | Added |
| Hudson Value Partners, LLC | 16,032 | $1.61M | 0.91% | +378+2.4% | Added |
| Sterling Investment Management, Inc. | 15,991 | $1.60M | 1.27% | −6,548−29.1% | Reduced |
| Financial Advisory Service, Inc. | 15,983 | $1.60M | 0.17% | −495−3.0% | Reduced |
| Norway Savings Bank | 15,970 | $1.60M | 0.81% | +625+4.1% | Added |
| GM Advisory Group, Inc. | 15,959 | $1.60M | 0.15% | +82+0.5% | Added |
| First Business Financial Services, Inc. | 15,929 | $1.59M | 0.20% | +1,177+8.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 15,890 | $1.59M | 0.37% | −1,710−9.7% | Reduced |
| Quantum Private Wealth, LLC | 15,847 | $1.59M | 0.86% | −308−1.9% | Reduced |
| Chiron Capital Management, LLC | 15,840 | $1.59M | 1.10% | −100−0.6% | Reduced |
| Family Legacy, Inc. | 15,836 | $1.59M | 0.68% | +747+5.0% | Added |
| Roberts Glore & Co Inc | 15,805 | $1.58M | 0.53% | +121+0.8% | Added |
| Donaldson Capital Management, LLC | 15,788 | $1.58M | 0.07% | −21,887−58.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 15,753 | $1.58M | 0.32% | −97−0.6% | Reduced |
| Carmel Capital Partners, LLC | 15,724 | $1.57M | 0.93% | −986−5.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,710 | $1.57M | 0.02% | +15,710 | New |
| Private Trust Co NA | 15,701 | $1.57M | 0.21% | +2,891+22.6% | Added |
| Garde Capital, Inc. | 15,655 | $1.57M | 0.17% | +1,000+6.8% | Added |
| Procyon Private Wealth Partners, LLC | 15,651 | $1.57M | 0.26% | −2,672−14.6% | Reduced |
| Cinctive Capital Management LP | 15,647 | $1.57M | 0.06% | −20,210−56.4% | Reduced |
| Cypress Asset Management Inc | 15,599 | $1.56M | 0.54% | −87−0.6% | Reduced |
| Auxier Asset Management | 15,573 | $1.56M | 0.27% | −190−1.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 15,550 | $1.56M | 0.92% | +250+1.6% | Added |
| Wealthsource Partners, LLC | 15,549 | $1.56M | 0.11% | −1,374−8.1% | Reduced |
| Westside Investment Management, Inc. | 15,678 | $1.56M | 0.46% | +465+3.1% | Added |
| Spreng Capital Management, Inc. | 15,545 | $1.56M | 1.34% | −1,390−8.2% | Reduced |
| First National Bank & Trust Co of Newtown | 15,519 | $1.55M | 0.34% | −480−3.0% | Reduced |
| Bangor Savings Bank | 15,498 | $1.55M | 0.18% | +132+0.9% | Added |
| Harbour Capital Advisors, LLC | 15,487 | $1.55M | 0.47% | −6,580−29.8% | Reduced |
| Bigelow Investment Advisors, LLC | 15,480 | $1.55M | 0.89% | −99−0.6% | Reduced |
| Clarius Group, LLC | 15,427 | $1.54M | 0.13% | +2,189+16.5% | Added |
| Hudson Canyon Capital Management | 15,419 | $1.54M | 1.29% | −91−0.6% | Reduced |
| Stratos Wealth Advisors, LLC | 15,308 | $1.53M | 0.12% | −1,621−9.6% | Reduced |
| Bensler, LLC | 15,303 | $1.53M | 0.31% | +428+2.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 15,128 | $1.53M | 0.70% | −493−3.2% | Reduced |
| Moseley Investment Management Inc | 15,263 | $1.53M | 0.99% | +976+6.8% | Added |
| Bath Savings Trust Co | 15,247 | $1.53M | 0.19% | −2,275−13.0% | Reduced |
| Cypress Capital, LLC | 15,247 | $1.53M | 0.48% | +2,484+19.5% | Added |
| Absher Wealth Management, LLC | 15,240 | $1.53M | 0.26% | +5,153+51.1% | Added |
| Focus Financial Network, Inc. | 15,202 | $1.52M | 0.09% | −236−1.5% | Reduced |
| Cheviot Value Management, LLC | 15,154 | $1.52M | 0.37% | −803−5.0% | Reduced |
| Davidson Trust Co | 15,076 | $1.51M | 1.16% | +259+1.7% | Added |
| Advisor Resource Council | 15,015 | $1.51M | 0.38% | +537+3.7% | Added |
| Doliver Advisors, LP | 15,021 | $1.50M | 0.47% | +337+2.3% | Added |
| Waycross Partners, LLC | 15,000 | $1.50M | 0.44% | +7,000+87.5% | Added |
| Conservest Capital Advisors, Inc. | 14,938 | $1.50M | 0.18% | −215−1.4% | Reduced |
| Elmwood Wealth Management, Inc. | 14,935 | $1.50M | 0.71% | +1,112+8.0% | Added |
| St. Louis Financial Planners Asset Management, LLC | 14,929 | $1.49M | 1.70% | +14,929 | New |
| Conning Inc. | 14,892 | $1.49M | 0.05% | −257−1.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,871 | $1.49M | 0.13% | −37−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 14,835 | $1.49M | 0.20% | +1,175+8.6% | Added |
| Court Place Advisors, LLC | 14,725 | $1.47M | 0.53% | −610−4.0% | Reduced |
| Argus Investors' Counsel, Inc. | 14,685 | $1.47M | 1.11% | 00.0% | Unchanged |
| Act Two Investors LLC | 14,675 | $1.47M | 0.59% | −10,827−42.5% | Reduced |
| Valicenti Advisory Services Inc | 14,669 | $1.47M | 0.49% | −2,975−16.9% | Reduced |