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 |
|---|---|---|---|---|---|
| Joseph P. Lucia & Associates, LLC | 12,020 | $1.20M | 0.84% | −136−1.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,006 | $1.20M | 0.45% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 11,973 | $1.20M | 0.13% | +11,973 | New |
| First Commonwealth Financial Corp | 11,970 | $1.20M | 0.43% | −501−4.0% | Reduced |
| Guardian Wealth Management, Inc. | 11,970 | $1.20M | 1.15% | +1,840+18.2% | Added |
| Eaton Financial Holdings Company, LLC | 11,956 | $1.20M | 0.94% | +1,511+14.5% | Added |
| David Loasby | 11,923 | $1.19M | 0.14% | +1,996+20.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,122 | $1.19M | 0.31% | +973+8.7% | Added |
| Boston Trust Walden Corp | 11,864 | $1.19M | 0.01% | −870−6.8% | Reduced |
| Ronald Blue Trust, Inc. | 13,652 | $1.19M | 0.02% | −792−5.5% | Reduced |
| NorthRock Partners, LLC | 11,839 | $1.19M | 0.13% | +723+6.5% | Added |
| Gables Capital Management Inc. | 11,836 | $1.19M | 0.83% | +50+0.4% | Added |
| Constitution Capital LLC | 11,825 | $1.18M | 0.72% | −555−4.5% | Reduced |
| Balboa Wealth Partners | 11,772 | $1.18M | 0.45% | +771+7.0% | Added |
| AdvisorNet Financial, Inc | 11,771 | $1.18M | 0.11% | −118−1.0% | Reduced |
| SYSTM Wealth Solutions LLC | 11,761 | $1.18M | 0.18% | −280−2.3% | Reduced |
| Hollencrest Capital Management | 11,756 | $1.18M | 0.13% | +5,012+74.3% | Added |
| Delta Financial Advisors LLC | 11,755 | $1.18M | 0.57% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 11,751 | $1.18M | 0.35% | +1,694+16.8% | Added |
| Smith Anglin Financial, LLC | 11,740 | $1.18M | 0.18% | +30.0% | Added |
| V Wealth Advisors LLC | 11,707 | $1.17M | 0.22% | +67+0.6% | Added |
| Uncommon Cents Investing LLC | 11,638 | $1.17M | 0.43% | −615−5.0% | Reduced |
| Allred Capital Management, LLC | 11,631 | $1.16M | 0.62% | −260−2.2% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,599 | $1.16M | 0.03% | −44−0.4% | Reduced |
| Essex Savings Bank | 11,589 | $1.16M | 0.41% | +462+4.2% | Added |
| Acropolis Investment Management, LLC | 11,586 | $1.16M | 0.10% | +949+8.9% | Added |
| Omnia Family Wealth, LLC | 11,578 | $1.16M | 0.89% | −184−1.6% | Reduced |
| Kidder Stephen W | 11,570 | $1.16M | 0.40% | −1,755−13.2% | Reduced |
| Eads & Heald Wealth Management | 11,570 | $1.16M | 0.57% | −277−2.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 11,564 | $1.16M | 0.21% | +1,499+14.9% | Added |
| Ausdal Financial Partners, Inc. | 11,563 | $1.16M | 0.16% | +1,334+13.0% | Added |
| Southeast Asset Advisors Inc. | 11,508 | $1.15M | 0.17% | −315−2.7% | Reduced |
| Byrne Asset Management LLC | 11,491 | $1.15M | 0.82% | −472−3.9% | Reduced |
| BerganKDV Wealth Management, LLC | 11,491 | $1.15M | 0.12% | −1,224−9.6% | Reduced |
| Cascade Investment Advisors, Inc. | 11,483 | $1.15M | 0.91% | +130+1.1% | Added |
| Zevenbergen Capital Investments LLC | 11,470 | $1.15M | 0.03% | −175−1.5% | Reduced |
| Abbot Financial Management, Inc. | 11,449 | $1.15M | 0.77% | −1,626−12.4% | Reduced |
| Pinnacle Holdings, LLC | 11,434 | $1.14M | 0.53% | −8−0.1% | Reduced |
| Rockland Trust Co | 11,428 | $1.14M | 0.07% | −2,801−19.7% | Reduced |
| LBMC Investment Advisors, LLC | 11,393 | $1.14M | 0.12% | 00.0% | Unchanged |
| Certified Advisory Corp | 11,391 | $1.14M | 0.20% | +418+3.8% | Added |
| V-Square Quantitative Management LLC | 11,368 | $1.14M | 1.05% | +11,368 | New |
| Fukoku Mutual Life Insurance Co | 11,296 | $1.13M | 0.10% | +2,310+25.7% | Added |
| Old Mission Investment Co LLC | 11,285 | $1.13M | 0.44% | +1,608+16.6% | Added |
| Evergreen Wealth Solutions, LLC | 11,287 | $1.13M | 1.31% | −68−0.6% | Reduced |
| Moloney Securities Asset Management, LLC | 11,233 | $1.12M | 0.21% | +123+1.1% | Added |
| Buffington Mohr McNeal | 11,227 | $1.12M | 0.26% | −359−3.1% | Reduced |
| Old Point Trust & Financial Services N A | 11,218 | $1.12M | 0.49% | +1,330+13.5% | Added |
| Founders Financial Securities LLC | 11,205 | $1.12M | 0.16% | −1,459−11.5% | Reduced |
| Lumature Wealth Partners, LLC | 11,196 | $1.12M | 0.63% | +802+7.7% | Added |
| MCF Advisors LLC | 11,193 | $1.12M | 0.10% | −326−2.8% | Reduced |
| Aries Wealth Management | 11,190 | $1.12M | 0.46% | +294+2.7% | Added |
| Coastal Bridge Advisors, LLC | 11,184 | $1.12M | 0.28% | −10.0% | Reduced |
| Worldquant Millennium Advisors LLC | 11,179 | $1.12M | 0.02% | −308,450−96.5% | Reduced |
| Charles Schwab Trust Co | 11,170 | $1.12M | 0.14% | +11,170 | New |
| Capital Advisors Inc | 11,145 | $1.12M | 0.03% | +949+9.3% | Added |
| StoneX Group Inc. | 11,135 | $1.11M | 0.12% | −1,070−8.8% | Reduced |
| Vista Investment Management | 11,125 | $1.11M | 0.59% | +373+3.5% | Added |
| Founders Financial Alliance, LLC | 11,086 | $1.11M | 0.56% | −95−0.8% | Reduced |
| Confluence Wealth Services, Inc. | 11,114 | $1.11M | 0.26% | −97−0.9% | Reduced |
| Successful Portfolios LLC | 11,073 | $1.11M | 0.70% | +351+3.3% | Added |
| Synergy Financial Group, LTD | 11,059 | $1.11M | 1.80% | +126+1.2% | Added |
| Point72 Middle East FZE | 11,054 | $1.11M | 0.06% | +797+7.8% | Added |
| Bank Ozk | 11,042 | $1.11M | 0.55% | −947−7.9% | Reduced |
| CM Wealth Advisors LLC | 11,392 | $1.10M | 0.21% | +11,392 | New |
| Chemung Canal Trust Co | 10,960 | $1.10M | 0.25% | +736+7.2% | Added |
| Y.D. More Investments Ltd | 10,952 | $1.10M | 0.27% | −6,773−38.2% | Reduced |
| Jupiter Wealth Management LLC | 10,924 | $1.09M | 1.01% | −5,780−34.6% | Reduced |
| Archer Investment Corp | 11,163 | $1.09M | 0.40% | +1,617+16.9% | Added |
| Chesapeake Wealth Management | 10,876 | $1.09M | 0.45% | +260+2.4% | Added |
| Jackson Square Capital, LLC | 10,853 | $1.09M | 0.49% | +10,853 | New |
| Barings LLC | 10,822 | $1.08M | 0.04% | −3,778−25.9% | Reduced |
| Forte Capital LLC | 10,816 | $1.08M | 0.17% | +60+0.6% | Added |
| Widmann Financial Services, Inc. | 10,788 | $1.08M | 1.09% | +190+1.8% | Added |
| Manhattan West Asset Management, LLC | 10,748 | $1.08M | 0.47% | +3,413+46.5% | Added |
| Modera Wealth Management, LLC | 10,737 | $1.08M | 0.04% | +88+0.8% | Added |
| Archford Capital Strategies, LLC | 10,754 | $1.07M | 0.22% | +679+6.7% | Added |
| Rockingstone Advisors LLC | 10,703 | $1.07M | 0.65% | +6,041+129.6% | Added |
| Montis Financial, LLC | 10,693 | $1.07M | 0.83% | −434−3.9% | Reduced |
| Oakworth Capital, Inc. | 10,676 | $1.07M | 0.10% | +25+0.2% | Added |
| Summit Financial, LLC | 10,671 | $1.07M | 0.09% | −352−3.2% | Reduced |
| McDonough Capital Management, Inc | 10,676 | $1.07M | 1.10% | −428−3.9% | Reduced |
| Mayflower Financial Advisors, LLC | 10,646 | $1.07M | 0.14% | −1,047−9.0% | Reduced |
| Mechanics Financial Corp | 10,606 | $1.06M | 0.62% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 10,586 | $1.06M | 0.20% | +498+4.9% | Added |
| First United Bank Trust | 10,571 | $1.06M | 0.50% | −383−3.5% | Reduced |
| Page Arthur B | 10,568 | $1.06M | 0.99% | −3,388−24.3% | Reduced |
| Endurance Wealth Management, Inc. | 10,551 | $1.06M | 0.15% | +20.0% | Added |
| Private Wealth Advisors | 10,544 | $1.06M | 0.45% | −23−0.2% | Reduced |
| Great Diamond Partners, LLC | 10,508 | $1.05M | 0.30% | +496+5.0% | Added |
| Abundance Wealth Counselors | 10,502 | $1.05M | 0.27% | +1,068+11.3% | Added |
| CMT Capital Markets Trading GmbH | 10,500 | $1.05M | 1.28% | −49,500−82.5% | Reduced |
| Secure Asset Management, LLC | 10,494 | $1.05M | 0.35% | +3,003+40.1% | Added |
| Baldwin Brothers Inc | 10,470 | $1.05M | 0.09% | −222−2.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 10,405 | $1.04M | 0.11% | −30−0.3% | Reduced |
| Schechter Investment Advisors, LLC | 10,402 | $1.04M | 0.10% | +1,187+12.9% | Added |
| Intellectus Partners, LLC | 10,392 | $1.04M | 0.33% | +341+3.4% | Added |
| Legato Capital Management LLC | 10,390 | $1.04M | 0.19% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 10,363 | $1.04M | 0.52% | +20.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 10,358 | $1.04M | 1.18% | +1,203+13.1% | Added |