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 |
|---|---|---|---|---|---|
| White Pine Capital LLC | 8,915 | $892.6K | 0.35% | −176−1.9% | Reduced |
| TCM Advisors, LLC | – | $891.2K | 0.80% | – | – |
| Nichols & Pratt Advisers LLP | 8,892 | $890.3K | 0.07% | −10,565−54.3% | Reduced |
| US Asset Management LLC | 8,888 | $890.0K | 0.91% | −26−0.3% | Reduced |
| Silverlake Wealth Management LLC | 8,880 | $889.2K | 0.54% | −145−1.6% | Reduced |
| Cim Investment Mangement Inc | 8,879 | $889.1K | 0.33% | −8,011−47.4% | Reduced |
| PFG Advisors | 8,871 | $888.2K | 0.07% | +1,207+15.7% | Added |
| Enterprise Bank & Trust Co | 8,858 | $887.0K | 0.38% | −170−1.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 8,833 | $884.4K | 0.84% | −2,170−19.7% | Reduced |
| Alliance Wealth Advisors, LLC | 8,833 | $884.4K | 0.36% | +338+4.0% | Added |
| First County Bank | 8,827 | $883.8K | 0.43% | +1,025+13.1% | Added |
| Warther Private Wealth, LLC | 8,810 | $882.2K | 0.67% | −575−6.1% | Reduced |
| Hayek Kallen Investment Management | 8,805 | $882.0K | 0.40% | +520+6.3% | Added |
| Park Place Capital Corp | 8,798 | $880.9K | 0.25% | −608−6.5% | Reduced |
| Ergoteles LLC | 8,794 | $880.5K | 0.03% | +8,794 | New |
| Delaney Dennis R | 8,782 | $879.3K | 0.75% | +1,077+14.0% | Added |
| Ameliora Wealth Management Ltd. | 8,767 | $877.8K | 0.51% | +5,400+160.4% | Added |
| Pflug Koory, LLC | 8,762 | $877.3K | 0.48% | −30.0% | Reduced |
| Signature Wealth Management Partners, LLC | 8,753 | $876.4K | 0.81% | +1,257+16.8% | Added |
| Peddock Capital Advisors, LLC | 8,750 | $876.1K | 0.30% | −186−2.1% | Reduced |
| Apexium Financial, LP | 8,738 | $874.9K | 0.09% | −336−3.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,736 | $874.7K | 0.07% | +8,736 | New |
| IVC Wealth Advisors LLC | 8,735 | $874.6K | 0.62% | −78−0.9% | Reduced |
| Navalign, LLC | 8,735 | $874.6K | 0.37% | +2,531+40.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,734 | $874.5K | 0.15% | +681+8.5% | Added |
| EFG Asset Management (North America) Corp. | 8,738 | $874.5K | 0.19% | −1,493−14.6% | Reduced |
| Accredited Investors Inc. | 8,714 | $872.5K | 0.07% | +22+0.3% | Added |
| Oxler Private Wealth LLC | 8,713 | $872.4K | 0.43% | −4,125−32.1% | Reduced |
| LexAurum Advisors, LLC | 8,695 | $870.7K | 0.29% | −468−5.1% | Reduced |
| Abacus Planning Group, Inc. | 8,694 | $870.5K | 0.22% | −125−1.4% | Reduced |
| Investment Partners, Ltd. | 8,674 | $868.6K | 0.46% | −1,054−10.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,645 | $866.0K | 0.08% | +8,645 | New |
| Guardian Investment Management | 4,682 | $863.9K | 0.66% | +707+17.8% | Added |
| Wedmont Private Capital | 8,567 | $863.6K | 0.11% | +3,622+73.2% | Added |
| Aberdeen Wealth Management LLC | 8,604 | $861.5K | 0.64% | 00.0% | Unchanged |
| Gradient Investments LLC | 8,557 | $856.9K | 0.02% | −227−2.6% | Reduced |
| Wolf Group Capital Advisors | 8,557 | $856.8K | 0.43% | +6+0.1% | Added |
| Investors Research Corp | 8,540 | $855.1K | 0.22% | −111−1.3% | Reduced |
| Biltmore Family Office, LLC | 8,528 | $853.9K | 0.18% | −55−0.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 8,522 | $853.3K | 0.34% | +1,935+29.4% | Added |
| HF Advisory Group, LLC | 8,517 | $852.8K | 0.76% | +51+0.6% | Added |
| Indiana Trust & Investment Management CO | 8,514 | $852.5K | 0.46% | −184−2.1% | Reduced |
| RVW Wealth, LLC | 8,492 | $850.3K | 0.11% | −444−5.0% | Reduced |
| Delta Capital Management LLC | 8,450 | $846.0K | 0.60% | +450+5.6% | Added |
| Angeles Wealth Management, LLC | 8,447 | $845.8K | 0.13% | −88−1.0% | Reduced |
| Resurgent Financial Advisors LLC | 8,437 | $844.8K | 0.57% | −459−5.2% | Reduced |
| ERn Financial, LLC | 8,436 | $844.7K | 0.19% | +59+0.7% | Added |
| Harbor Investment Advisory, LLC | 8,431 | $844.2K | 0.13% | −3,975−32.0% | Reduced |
| KG&L Capital Management,LLC | 8,410 | $842.1K | 0.44% | +1,913+29.4% | Added |
| Sonnipe Ltd | 8,403 | $841.4K | 0.13% | +889+11.8% | Added |
| Smith Chas P & Associates Pa Cpas | 8,401 | $841.0K | 0.06% | −151−1.8% | Reduced |
| Occudo Quantitative Strategies LP | 8,398 | $840.9K | 0.08% | −32,897−79.7% | Reduced |
| Dudley Capital Management, LLC | 8,391 | $840.2K | 0.59% | +90+1.1% | Added |
| United Bank | 8,376 | $838.7K | 0.49% | +27+0.3% | Added |
| James Investment Research Inc | 8,344 | $835.0K | 0.11% | +438+5.5% | Added |
| Cassaday & Co Wealth Management LLC | 8,338 | $834.9K | 0.04% | −489−5.5% | Reduced |
| Principal Street Partners, LLC | 8,330 | $834.1K | 0.21% | +8,330 | New |
| Vigilant Capital Management, LLC | 8,331 | $834.0K | 0.07% | +250+3.1% | Added |
| O'Dell Group, LLC | 8,320 | $833.1K | 0.27% | +260+3.2% | Added |
| S. R. Schill & Associates | 8,301 | $831.2K | 0.39% | +2,946+55.0% | Added |
| Simon Quick Advisors, LLC | 8,298 | $830.9K | 0.09% | +1,157+16.2% | Added |
| Laffer Tengler Investments | 8,278 | $828.9K | 0.22% | +1,114+15.5% | Added |
| Blueshift Asset Management, LLC | 8,269 | $828.0K | 0.35% | −67−0.8% | Reduced |
| Amplius Wealth Advisors, LLC | 8,267 | $827.8K | 0.12% | +1,541+22.9% | Added |
| Quent Capital, LLC | 8,260 | $826.4K | 0.14% | +105+1.3% | Added |
| Providence Wealth Advisors, LLC | 8,412 | $825.8K | 0.61% | +50+0.6% | Added |
| Bank of New Hampshire | 8,247 | $825.8K | 0.25% | −1,592−16.2% | Reduced |
| Central Bank & Trust Co | 8,244 | $825.5K | 0.15% | −314−3.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 8,242 | $825.2K | 0.13% | +215+2.7% | Added |
| WESCAP Management Group, Inc. | 8,179 | $819.0K | 0.29% | −1,113−12.0% | Reduced |
| Credential Qtrade Securities Inc. | 8,115 | $812.6K | 0.05% | +693+9.3% | Added |
| Chicago Capital, LLC | 8,107 | $811.8K | 0.04% | +158+2.0% | Added |
| Eqis Capital Management, Inc. | 8,091 | $810.2K | 0.09% | −2,713−25.1% | Reduced |
| InTrack Investment Management Inc | 8,127 | $809.3K | 0.74% | +2,407+42.1% | Added |
| Old Port Advisors | 8,044 | $807.8K | 0.29% | −66−0.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,042 | $805.3K | 0.50% | −218−2.6% | Reduced |
| Grove Bank & Trust | 8,020 | $803.0K | 0.17% | −761−8.7% | Reduced |
| Beacon Investment Advisors LLC | 8,010 | $802.1K | 0.59% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 8,001 | $801.1K | 0.06% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 7,986 | $799.6K | 0.41% | −845−9.6% | Reduced |
| Kapstone Financial Advisors LLC | 7,921 | $798.8K | 0.72% | −650−7.6% | Reduced |
| Schulhoff & Co Inc | 7,961 | $797.1K | 0.37% | +90+1.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 7,956 | $796.6K | 0.29% | +1,325+20.0% | Added |
| Stiles Financial Services Inc | 7,955 | $796.5K | 0.43% | −371−4.5% | Reduced |
| Tiedemann Advisors, LLC | 7,948 | $795.8K | 0.04% | +465+6.2% | Added |
| Hazlett, Burt & Watson, Inc. | 7,852 | $794.0K | 0.65% | +126+1.6% | Added |
| West Paces Advisors Inc. | 7,912 | $792.3K | 0.25% | +30+0.4% | Added |
| Westbourne Investment Advisors, Inc. | 7,894 | $790.0K | 0.38% | −24,764−75.8% | Reduced |
| Liberty Wealth Management LLC | 7,880 | $789.1K | 0.16% | +7,880 | New |
| Keystone Wealth Services, LLC | 7,880 | $789.0K | 0.32% | −469−5.6% | Reduced |
| Rocky Mountain Advisers, LLC | 7,876 | $789.0K | 0.42% | 00.0% | Unchanged |
| Capital International Inc | 7,873 | $788.3K | 0.02% | +7,873 | New |
| Renasant Bank | 7,855 | $786.5K | 0.61% | −712−8.3% | Reduced |
| Nikulski Financial, Inc. | 7,830 | $784.0K | 0.35% | +332+4.4% | Added |
| EverSource Wealth Advisors, LLC | 7,829 | $783.9K | 0.10% | +2,401+44.2% | Added |
| St. Johns Investment Management Company, LLC | 7,816 | $782.6K | 0.45% | +682+9.6% | Added |
| Proffitt & Goodson Inc | 7,813 | $782.3K | 0.16% | +154+2.0% | Added |
| Dohj, LLC | 7,813 | $782.3K | 0.40% | +302+4.0% | Added |
| Missouri Trust & Investment Co | 7,812 | $782.2K | 0.51% | +326+4.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 7,806 | $781.6K | 0.63% | +1,823+30.5% | Added |