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 |
|---|---|---|---|---|---|
| Arden Trust Co | 14,660 | $1.47M | 0.26% | −4,176−22.2% | Reduced |
| Independence Bank of Kentucky | 14,566 | $1.46M | 0.63% | +125+0.9% | Added |
| DB Fitzpatrick & Co, Inc | 14,563 | $1.46M | 1.58% | +6,708+85.4% | Added |
| Cornerstone Advisory, LLC | 14,551 | $1.46M | 0.26% | −126−0.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,540 | $1.46M | 0.53% | +214+1.5% | Added |
| Dempze Nancy E | 14,537 | $1.46M | 1.32% | −1,921−11.7% | Reduced |
| Wimmer Associates 1, LLC | 15,659 | $1.45M | 0.93% | −158−1.0% | Reduced |
| Qtron Investments LLC | 14,517 | $1.45M | 0.30% | −4,187−22.4% | Reduced |
| ICA Group Wealth Management, LLC | 14,441 | $1.45M | 0.34% | +314+2.2% | Added |
| BSW Wealth Partners | 14,424 | $1.44M | 0.30% | +240+1.7% | Added |
| Tevis Investment Management | 14,362 | $1.44M | 1.46% | +578+4.2% | Added |
| LMG Wealth Partners, LLC | 14,318 | $1.43M | 0.46% | +1,244+9.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 14,740 | $1.43M | 0.60% | −22,946−60.9% | Reduced |
| Sittner & Nelson, LLC | 14,302 | $1.43M | 0.82% | −868−5.7% | Reduced |
| New England Asset Management Inc | 14,286 | $1.43M | 0.21% | 00.0% | Unchanged |
| RFG Advisory, LLC | 14,220 | $1.42M | 0.07% | −382−2.6% | Reduced |
| Galibier Capital Management Ltd. | 14,208 | $1.42M | 0.34% | 00.0% | Unchanged |
| Insight Inv LLC | 14,200 | $1.42M | 1.53% | −495−3.4% | Reduced |
| Capital International Sarl | 14,161 | $1.42M | 0.07% | +14,161 | New |
| Clear Harbor Asset Management, LLC | 14,146 | $1.42M | 0.15% | −27,194−65.8% | Reduced |
| Investors Asset Management of Georgia Inc | 14,134 | $1.42M | 0.76% | −296−2.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 14,123 | $1.41M | 0.16% | +7,964+129.3% | Added |
| Blue Fin Capital, Inc. | 14,501 | $1.41M | 0.46% | −1,081−6.9% | Reduced |
| Winthrop Advisory Group LLC | 14,114 | $1.41M | 0.25% | +220+1.6% | Added |
| Thompson Investment Management, Inc. | 14,073 | $1.41M | 0.24% | +185+1.3% | Added |
| Magnus Financial Group LLC | 14,026 | $1.40M | 0.21% | +1,067+8.2% | Added |
| Pinnacle West Asset Management, Inc. | 14,025 | $1.40M | 1.47% | +14,025 | New |
| Capstone Triton Financial Group, LLC | 14,010 | $1.40M | 1.06% | −796−5.4% | Reduced |
| West Branch Capital LLC | 13,885 | $1.39M | 0.78% | −755−5.2% | Reduced |
| Auxano Advisors, LLC | 13,809 | $1.38M | 0.55% | +669+5.1% | Added |
| Newbridge Financial Services Group, Inc. | 13,804 | $1.38M | 0.73% | +252+1.9% | Added |
| Compton Wealth Advisory Group, LLC | 13,796 | $1.38M | 0.48% | −93−0.7% | Reduced |
| Adirondack Trust Co | 13,790 | $1.38M | 0.70% | −291−2.1% | Reduced |
| Mechanics Bank Trust Department | 13,716 | $1.37M | 0.23% | −640−4.5% | Reduced |
| Vident Investment Advisory, LLC | 13,704 | $1.37M | 0.04% | +1,275+10.3% | Added |
| Jmac Enterprises LLC | 13,606 | $1.36M | 0.35% | +565+4.3% | Added |
| Annandale Capital, LLC | 13,561 | $1.36M | 0.43% | +58+0.4% | Added |
| ELCO Management Co., LLC | 13,544 | $1.36M | 0.99% | +1,801+15.3% | Added |
| Claro Advisors LLC | 13,534 | $1.36M | 0.40% | +1,985+17.2% | Added |
| Empire Financial Management Company, LLC | 13,476 | $1.35M | 0.55% | +13,476 | New |
| Avitas Wealth Management LLC | 13,418 | $1.34M | 0.26% | −382−2.8% | Reduced |
| Geneva Capital Management LLC | 13,403 | $1.34M | 0.03% | −321−2.3% | Reduced |
| Martin & Co Inc | 13,375 | $1.34M | 0.34% | −198−1.5% | Reduced |
| Leisure Capital Management | 13,322 | $1.33M | 0.76% | +1,461+12.3% | Added |
| BlueCrest Capital Management Ltd | 13,320 | $1.33M | 0.14% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 13,202 | $1.33M | 1.01% | +155+1.2% | Added |
| Newman Dignan & Sheerar, Inc. | 13,276 | $1.33M | 0.43% | −108−0.8% | Reduced |
| Intrust Bank NA | 13,256 | $1.33M | 0.17% | +2,457+22.8% | Added |
| Nations Financial Group Inc, | 13,241 | $1.33M | 0.14% | −392−2.9% | Reduced |
| Aj Wealth Strategies, LLC | 13,203 | $1.32M | 0.07% | −205−1.5% | Reduced |
| Trellus Management Company, LLC | 13,200 | $1.32M | 2.12% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 13,199 | $1.32M | 0.05% | −188−1.4% | Reduced |
| Cumberland Advisors Inc | 13,150 | $1.32M | 0.54% | +13,150 | New |
| Intercontinental Wealth Advisors, LLC | 13,134 | $1.32M | 0.34% | −3,110−19.1% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 13,110 | $1.31M | 1.39% | +13,110 | New |
| Verition Fund Management LLC | 13,080 | $1.31M | 0.02% | −27,528−67.8% | Reduced |
| NewEdge Wealth, LLC | 13,079 | $1.31M | 0.05% | +2,805+27.3% | Added |
| Buckingham Strategic Partners | 13,076 | $1.31M | 0.08% | +3,758+40.3% | Added |
| WT Wealth Management | 13,068 | $1.31M | 0.57% | −1,252−8.7% | Reduced |
| Virtu Financial LLC | 13,029 | $1.30M | 0.14% | +13,029 | New |
| Clare Market Investments LLC | 13,006 | $1.30M | 0.54% | +500+4.0% | Added |
| Atlas Private Wealth Management | 12,997 | $1.30M | 0.78% | +399+3.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 12,982 | $1.30M | 1.34% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 12,965 | $1.30M | 0.22% | +1,656+14.6% | Added |
| Fernwood Investment Management, LLC | 12,902 | $1.29M | 0.50% | −110−0.8% | Reduced |
| Atlas Capital Advisors LLC | 12,863 | $1.29M | 0.20% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 12,784 | $1.28M | 0.44% | −1,368−9.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,769 | $1.28M | 0.11% | +1,327+11.6% | Added |
| TD Private Client Wealth LLC | 12,759 | $1.28M | 0.06% | +362+2.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,748 | $1.28M | 0.06% | +70+0.6% | Added |
| Inscription Capital, LLC | 12,721 | $1.27M | 0.34% | −590−4.4% | Reduced |
| 180 Wealth Advisors, LLC | 12,715 | $1.27M | 0.30% | +105+0.8% | Added |
| Calton & Associates, Inc. | 12,655 | $1.27M | 0.59% | +4,096+47.9% | Added |
| DAGCO, Inc. | 12,562 | $1.26M | 0.68% | −1,250−9.1% | Reduced |
| Peloton Wealth Strategists | 12,555 | $1.26M | 0.57% | −75−0.6% | Reduced |
| Lederer & Associates Investment Counsel | 12,549 | $1.26M | 0.97% | +25+0.2% | Added |
| Spears Abacus Advisors LLC | 12,553 | $1.26M | 0.11% | +83+0.7% | Added |
| Optimum Investment Advisors | 12,509 | $1.25M | 0.66% | +125+1.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 12,475 | $1.25M | 0.92% | −10.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 12,461 | $1.25M | 2.12% | −3,420−21.5% | Reduced |
| Outfitter Financial LLC | 12,440 | $1.25M | 1.12% | +865+7.5% | Added |
| Columbia Trust Co 01012016 | 12,385 | $1.24M | 0.72% | +2,097+20.4% | Added |
| PFG Investments, LLC | 12,374 | $1.24M | 0.25% | +12,374 | New |
| Trust Investment Advisors | 12,355 | $1.24M | 1.11% | +3,883+45.8% | Added |
| Cape Cod Five Cents Savings Bank | 12,324 | $1.23M | 0.13% | −611−4.7% | Reduced |
| Woodmont Investment Counsel LLC | 12,276 | $1.23M | 0.13% | +700+6.0% | Added |
| Daymark Wealth Partners, LLC | 12,247 | $1.23M | 0.16% | +2,933+31.5% | Added |
| Sierra Capital LLC | 12,235 | $1.23M | 0.20% | −2,304−15.8% | Reduced |
| Prudent Man Advisors, LLC | 12,232 | $1.23M | 0.48% | +351+3.0% | Added |
| Agate Pass Investment Management, LLC | 12,206 | $1.22M | 0.80% | +2,023+19.9% | Added |
| AXS Investments LLC | 12,204 | $1.22M | 0.40% | −76−0.6% | Reduced |
| Burney Co | 12,175 | $1.22M | 0.06% | −951−7.2% | Reduced |
| Platform Technology Partners | 12,170 | $1.22M | 0.60% | +803+7.1% | Added |
| Cantor Fitzgerald, L. P. | 12,123 | $1.21M | 0.03% | −3,017−19.9% | Reduced |
| Pure Financial Advisors, Inc. | 12,117 | $1.21M | 0.06% | +83+0.7% | Added |
| Tempus Wealth Planning, LLC | 12,099 | $1.21M | 0.59% | −460−3.7% | Reduced |
| Manchester Capital Management LLC | 12,091 | $1.21M | 0.16% | +517+4.5% | Added |
| JFS Wealth Advisors, LLC | 12,076 | $1.21M | 0.11% | +12+0.1% | Added |
| JT Stratford LLC | 12,052 | $1.21M | 0.35% | +518+4.5% | Added |
| Duncker Streett & Co Inc | 12,047 | $1.21M | 0.29% | −745−5.8% | Reduced |