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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 10,338 | $1.04M | 0.04% | +2,240+27.7% | Added |
| Cooper Financial Group | 10,329 | $1.03M | 0.28% | −883−7.9% | Reduced |
| Balentine LLC | 10,314 | $1.03M | 0.03% | +384+3.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 10,298 | $1.03M | 0.08% | −1,399−12.0% | Reduced |
| First National Bank Sioux Falls | 10,297 | $1.03M | 0.71% | +1,829+21.6% | Added |
| Bank of Stockton | 10,268 | $1.03M | 0.36% | −959−8.5% | Reduced |
| Sunbelt Securities, Inc. | 10,460 | $1.03M | 0.17% | +177+1.7% | Added |
| Warren Averett Asset Management, LLC | 10,241 | $1.03M | 0.05% | +330+3.3% | Added |
| Symmetry Partners, LLC | 10,231 | $1.02M | 0.06% | 00.0% | Unchanged |
| Wendell David Associates Inc | 10,173 | $1.02M | 0.12% | −1,600−13.6% | Reduced |
| Bremer Bank National Association | 10,173 | $1.02M | 0.20% | −839−7.6% | Reduced |
| Voya Financial Advisors, Inc. | 10,359 | $1.02M | 0.13% | −1,615−13.5% | Reduced |
| Strategic Blueprint, LLC | 10,139 | $1.02M | 0.10% | +403+4.1% | Added |
| Valley Brook Capital Group | 10,134 | $1.01M | 0.94% | −455−4.3% | Reduced |
| Greenland Capital Management LP | 10,132 | $1.01M | 0.12% | −16,235−61.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 10,089 | $1.01M | 0.58% | +148+1.5% | Added |
| Corundum Group, Inc. | 10,068 | $1.01M | 0.48% | +2,176+27.6% | Added |
| Hartline Investment Corp | 10,029 | $1.00M | 0.20% | +21+0.2% | Added |
| Sentry Investment Management LLC | 10,026 | $1.00M | 0.41% | −258−2.5% | Reduced |
| Thoroughbred Financial Services, LLC | 10,022 | $1.00M | 0.15% | +268+2.7% | Added |
| XML Financial, LLC | 10,016 | $1.00M | 0.12% | −376−3.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 10,000 | $1.00M | 0.02% | +10,000 | New |
| Grimes & Company, Inc. | 9,994 | $1.00M | 0.04% | +292+3.0% | Added |
| Bridgewater Associates, LP | 9,976 | $998.9K | 0.01% | +9,976 | New |
| My Legacy Advisors, LLC | 9,903 | $998.3K | 0.43% | −36−0.4% | Reduced |
| Samalin Investment Counsel, LLC | 9,968 | $998.1K | 0.60% | −274−2.7% | Reduced |
| Dash Acquisitions Inc. | 9,963 | $997.6K | 0.46% | +1,358+15.8% | Added |
| Sterling Investment Advisors, Ltd. | 9,960 | $997.3K | 0.34% | +805+8.8% | Added |
| HighTower Trust Services, LTA | 10,636 | $995.2K | 0.10% | −1,562−12.8% | Reduced |
| Salvus Wealth Management, LLC | 9,931 | $994.3K | 0.80% | +415+4.4% | Added |
| Apriem Advisors | 9,885 | $989.8K | 0.16% | +1,520+18.2% | Added |
| Executive Wealth Management, LLC | 9,884 | $989.7K | 0.11% | +1,006+11.3% | Added |
| Chesapeake Asset Management LLC | 9,872 | $988.5K | 0.90% | +9,872 | New |
| Etesian Wealth Advisors, Inc. | 9,756 | $976.9K | 0.65% | −538−5.2% | Reduced |
| Tobam | 9,744 | $976.0K | 0.06% | −20.0% | Reduced |
| Coastline Trust Co | 9,728 | $974.1K | 0.14% | −6,627−40.5% | Reduced |
| Palumbo Wealth Management LLC | 9,726 | $973.9K | 0.65% | −589−5.7% | Reduced |
| Highline Wealth Partners LLC | 9,700 | $971.3K | 0.66% | +350+3.7% | Added |
| Icon Advisers Inc | 9,700 | $971.3K | 0.25% | +9,700 | New |
| Dearborn Partners LLC | 9,687 | $970.0K | 0.04% | +2,427+33.4% | Added |
| Marcum Wealth, LLC | 9,666 | $967.8K | 0.12% | −571−5.6% | Reduced |
| Millennium Capital Advisors, LLC | 9,652 | $966.5K | 0.86% | −77−0.8% | Reduced |
| Vance Wealth, Inc. | 9,633 | $964.6K | 0.52% | +803+9.1% | Added |
| Covey Capital Advisors, LLC | 9,619 | $963.1K | 1.54% | +255+2.7% | Added |
| TLWM | 9,613 | $962.5K | 0.31% | +1,128+13.3% | Added |
| Garden State Investment Advisory Services LLC | 9,582 | $959.6K | 0.49% | +897+10.3% | Added |
| Consolidated Portfolio Review Corp | 9,583 | $959.6K | 0.26% | +9,583 | New |
| Garrison Point Advisors, LLC | 9,583 | $959.6K | 0.72% | −50−0.5% | Reduced |
| Cypress Wealth Services, LLC | 9,573 | $958.6K | 0.28% | +230+2.5% | Added |
| Meitav Dash Investments Ltd | 9,414 | $955.9K | 0.02% | +1,182+14.4% | Added |
| Bank of Hawaii | 9,540 | $955.2K | 0.06% | −1,858−16.3% | Reduced |
| Capital Wealth Planning, LLC | 9,518 | $953.1K | 0.01% | +9,518 | New |
| Adviser Investments LLC | 9,506 | $951.8K | 0.02% | −89−0.9% | Reduced |
| Greenup Street Wealth Management LLC | 9,499 | $951.1K | 0.33% | +3,676+63.1% | Added |
| Wills Financial Group, Inc. | 9,482 | $949.4K | 0.51% | −1,160−10.9% | Reduced |
| Naviter Wealth, LLC | 9,480 | $949.2K | 0.33% | −854−8.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 9,449 | $946.2K | 0.09% | +3,432+57.0% | Added |
| Viawealth, LLC | 9,448 | $946.0K | 0.75% | +930+10.9% | Added |
| Worth Financial Advisory Group, LLC | 9,429 | $944.1K | 0.90% | +394+4.4% | Added |
| Van Hulzen Asset Management, LLC | 9,419 | $943.0K | 0.09% | −335−3.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 9,410 | $942.0K | 0.22% | +9,410 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9,392 | $940.4K | 0.19% | +105+1.1% | Added |
| Burke & Herbert Bank & Trust Co | 9,332 | $934.4K | 0.69% | −1,578−14.5% | Reduced |
| Piscataqua Savings Bank | 9,332 | $934.4K | 0.80% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 9,326 | $933.8K | 0.79% | +689+8.0% | Added |
| Berger Financial Group, Inc | 9,323 | $933.5K | 0.11% | +140+1.5% | Added |
| Vanguard Capital Wealth Advisors | 9,317 | $932.9K | 0.93% | +2,833+43.7% | Added |
| RMR Wealth Builders | 9,290 | $930.2K | 0.18% | +1,529+19.7% | Added |
| Copperleaf Capital, LLC | 9,288 | $930.0K | 0.92% | −2,193−19.1% | Reduced |
| Financial Architects, Inc | 9,274 | $928.6K | 0.15% | −387−4.0% | Reduced |
| ZWJ Investment Counsel Inc | 9,252 | $926.4K | 0.05% | −356−3.7% | Reduced |
| Mystic Asset Management, Inc. | 9,248 | $926.0K | 0.51% | −140−1.5% | Reduced |
| Jessup Wealth Management, Inc | 9,244 | $925.6K | 0.55% | −709−7.1% | Reduced |
| Carr Financial Group Corp | 9,239 | $925.1K | 0.41% | +296+3.3% | Added |
| Cape Investment Advisory, Inc. | 9,234 | $924.6K | 0.56% | +9,234 | New |
| Kozak & Associates, Inc. | 9,228 | $924.0K | 0.42% | 00.0% | Unchanged |
| Gladius Capital Management LP | 9,225 | $923.7K | 0.28% | +3,915+73.7% | Added |
| Main Street Financial Solutions, LLC | 9,219 | $923.1K | 0.14% | −57−0.6% | Reduced |
| LJI Wealth Management, LLC | 9,213 | $922.5K | 0.29% | +313+3.5% | Added |
| Zullo Investment Group, Inc. | 9,191 | $920.3K | 0.57% | +392+4.5% | Added |
| Nadler Financial Group, Inc. | 9,167 | $917.9K | 0.15% | −161−1.7% | Reduced |
| Monterey Private Wealth, Inc. | 9,159 | $917.1K | 0.47% | −256−2.7% | Reduced |
| Tilt Investment Management Holdings, PBC | 9,588 | $916.8K | 0.68% | +1,235+14.8% | Added |
| Armstrong Henry H Associates Inc | 9,115 | $912.7K | 0.11% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 9,101 | $911.3K | 0.05% | −3,243−26.3% | Reduced |
| Alta Wealth Advisors LLC | 9,088 | $910.0K | 0.57% | −588−6.1% | Reduced |
| IFG Advisory, LLC | 9,081 | $909.3K | 0.09% | −399−4.2% | Reduced |
| Arbor Capital Management Inc | 9,013 | $908.6K | 0.74% | +483+5.7% | Added |
| Octavia Wealth Advisors, LLC | 9,073 | $908.5K | 0.20% | −37−0.4% | Reduced |
| CoreFirst Bank & Trust | 9,014 | $902.6K | 0.66% | −74−0.8% | Reduced |
| Argent Advisors, Inc. | 9,010 | $902.2K | 0.43% | +443+5.2% | Added |
| Bridge Advisory, LLC | 9,001 | $901.2K | 0.35% | +176+2.0% | Added |
| Interval Partners, LP | 9,000 | $901.2K | 0.05% | −22,200−71.2% | Reduced |
| Barbara Oil Co. | 9,000 | $901.2K | 0.43% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 9,000 | $901.0K | 0.42% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 8,977 | $898.9K | 0.62% | −1,944−17.8% | Reduced |
| Strong Tower Advisory Services | 8,969 | $898.1K | 0.47% | +475+5.6% | Added |
| Mather Group, LLC. | 8,965 | $897.7K | 0.02% | +832+10.2% | Added |
| Nicolet Bankshares Inc | 10,565 | $896.1K | 0.29% | +412+4.1% | Added |
| Investment House LLC | 8,926 | $893.8K | 0.07% | +348+4.1% | Added |