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 |
|---|---|---|---|---|---|
| Ridgecrest Wealth Partners, LLC | 7,786 | $779.6K | 0.56% | −185−2.3% | Reduced |
| Tybourne Capital Management (HK) Ltd | 7,786 | $779.6K | 0.08% | +7,786 | New |
| Chatham Capital Group, Inc. | 7,781 | $779.1K | 0.17% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 7,780 | $779.0K | 0.22% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 7,780 | $779.0K | 0.06% | −309−3.8% | Reduced |
| FirstPurpose Wealth LLC | 7,773 | $778.3K | 0.38% | +487+6.7% | Added |
| Beacon Financial Group | 7,715 | $778.0K | 0.11% | −993−11.4% | Reduced |
| Atomi Financial Group, Inc. | 7,768 | $777.8K | 0.43% | +7,768 | New |
| Baldwin Investment Management, LLC | 7,753 | $776.3K | 0.14% | +82+1.1% | Added |
| Glassman Wealth Services | 7,740 | $775.0K | 0.13% | −3,778−32.8% | Reduced |
| Colony Family Offices, LLC | 7,726 | $773.6K | 0.30% | 00.0% | Unchanged |
| Patten Group, Inc. | 7,711 | $772.1K | 0.23% | −21−0.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,678 | $768.8K | 0.21% | +7,678 | New |
| Goldstein Advisors, LLC | 7,665 | $767.5K | 0.17% | +244+3.3% | Added |
| AlphaCore Capital LLC | 7,644 | $765.4K | 0.20% | +2,220+40.9% | Added |
| PDS Planning, Inc | 7,625 | $763.5K | 0.11% | +2,282+42.7% | Added |
| Mainstay Capital Management LLC | 7,624 | $763.4K | 0.15% | −533−6.5% | Reduced |
| Global Trust Asset Management, LLC | 7,624 | $763.4K | 0.36% | −301−3.8% | Reduced |
| 626 Financial, LLC | 7,605 | $761.5K | 0.50% | −517−6.4% | Reduced |
| Tompkins Financial Corp | 7,604 | $761.4K | 0.12% | −262−3.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 7,600 | $761.0K | 0.11% | 00.0% | Unchanged |
| CX Institutional | 7,615 | $760.7K | 0.04% | +4,886+179.0% | Added |
| Foster Dykema Cabot & Co Inc | 7,562 | $757.0K | 0.10% | +7,562 | New |
| Hall Private Wealth Advisors | 7,545 | $755.5K | 0.39% | +360+5.0% | Added |
| Broderick Brian C | 7,542 | $755.2K | 0.21% | −1,135−13.1% | Reduced |
| Hexagon Capital Partners LLC | 7,535 | $754.5K | 0.21% | +812+12.1% | Added |
| Fca Corp | 7,534 | $754.4K | 0.28% | +4,534+151.1% | Added |
| StrategIQ Financial Group, LLC | 7,534 | $754.3K | 0.09% | +225+3.1% | Added |
| Fortitude Advisory Group L.L.C. | 7,527 | $753.6K | 0.59% | −93−1.2% | Reduced |
| Sweet Financial Partners, LLC | 7,523 | $753.3K | 0.21% | +87+1.2% | Added |
| Spinnaker Trust | 7,507 | $751.7K | 0.06% | −45,001−85.7% | Reduced |
| Westwood Wealth Management | 7,495 | $750.5K | 0.70% | −1,605−17.6% | Reduced |
| Redmont Wealth Advisors LLC | 7,495 | $750.5K | 1.52% | +4,994+199.7% | Added |
| Acorn Financial Advisory Services Inc | 7,493 | $750.2K | 0.15% | +36+0.5% | Added |
| Arnhold LLC | 7,464 | $747.4K | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7,491 | $747.0K | 0.13% | +88+1.2% | Added |
| Live Oak Investment Partners | – | $745.5K | 0.65% | – | – |
| Strategic Family Wealth Counselors, L.L.C. | 7,445 | $745.4K | 0.35% | −163−2.1% | Reduced |
| Clarity Wealth Advisors, LLC | 7,434 | $744.4K | 0.38% | −151−2.0% | Reduced |
| WealthTrust Axiom LLC | 7,423 | $743.3K | 0.25% | +372+5.3% | Added |
| Saybrook Capital | 7,400 | $741.0K | 0.24% | −106−1.4% | Reduced |
| Comerica Securities,inc. | 7,398 | $740.8K | 0.05% | +613+9.0% | Added |
| Rosenbaum Jay D. | 7,388 | $739.8K | 1.36% | +706+10.6% | Added |
| Oak Asset Management, LLC | 7,385 | $739.5K | 0.32% | −1,750−19.2% | Reduced |
| American Financial Advisors, LLC | 7,382 | $739.2K | 0.12% | −20.0% | Reduced |
| Grandview Asset Management LLC | 7,382 | $739.0K | 0.43% | −770−9.4% | Reduced |
| TFG Advisers LLC | 7,372 | $738.1K | 0.36% | −443−5.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 7,358 | $737.0K | 0.23% | −136−1.8% | Reduced |
| Oak Family Advisors, LLC | 7,351 | $736.1K | 0.36% | −43,628−85.6% | Reduced |
| Landaas & Co | 7,340 | $735.0K | 0.36% | +70+1.0% | Added |
| Profit Investment Management, LLC | 7,338 | $734.8K | 0.49% | +1,545+26.7% | Added |
| Legacy Capital Group California, Inc. | 7,333 | $734.3K | 0.36% | +7,333 | New |
| BBR Partners, LLC | 7,297 | $730.6K | 0.08% | −825−10.2% | Reduced |
| Parisi Gray Wealth Management | 7,277 | $728.7K | 0.45% | −331−4.4% | Reduced |
| Camden Capital, LLC | 7,277 | $728.6K | 0.11% | −1,285−15.0% | Reduced |
| MGO Private Wealth, LLC | 7,276 | $728.5K | 0.57% | −3,713−33.8% | Reduced |
| Joule Financial, LLC | 7,271 | $728.1K | 0.39% | +3,390+87.3% | Added |
| Ipswich Investment Management Co., Inc. | 7,271 | $728.1K | 0.20% | −345−4.5% | Reduced |
| 9258 Wealth Management, LLC | 7,257 | $726.7K | 0.15% | −97−1.3% | Reduced |
| Drive Wealth Management, LLC | 7,248 | $725.8K | 0.30% | +1,384+23.6% | Added |
| Arthur M. Cohen & Associates, LLC | 7,242 | $724.9K | 0.19% | +40+0.6% | Added |
| Hardy Reed LLC | 7,239 | $724.8K | 0.13% | +463+6.8% | Added |
| Lake Street Financial LLC | 7,238 | $724.8K | 0.14% | +318+4.6% | Added |
| LaFleur & Godfrey LLC | 7,236 | $724.5K | 0.12% | −88−1.2% | Reduced |
| Tectonic Advisors LLC | 7,219 | $722.8K | 0.10% | −534−6.9% | Reduced |
| King Wealth | 7,212 | $722.0K | 0.16% | +342+5.0% | Added |
| DeDora Capital, Inc. | 7,209 | $721.9K | 0.31% | +131+1.9% | Added |
| SkyOak Wealth, LLC | 7,203 | $721.2K | 0.22% | +279+4.0% | Added |
| Integrated Investment Consultants, LLC | 7,201 | $721.0K | 0.23% | +50+0.7% | Added |
| Dumont & Blake Investment Advisors LLC | 7,158 | $717.0K | 0.24% | +15+0.2% | Added |
| Hohimer Wealth Management, LLC | 7,152 | $716.1K | 0.21% | +808+12.7% | Added |
| PBMares Wealth Management LLC | 7,130 | $714.0K | 0.27% | +300+4.4% | Added |
| Fifth Third Wealth Advisors LLC | 7,106 | $711.5K | 1.32% | +7,106 | New |
| Weaver Consulting Group | 7,103 | $711.2K | 0.33% | +144+2.1% | Added |
| Legacy Bridge, LLC | 7,096 | $710.5K | 0.50% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,086 | $709.5K | 0.74% | −17−0.2% | Reduced |
| Bray Capital Advisors | 7,069 | $707.8K | 0.21% | −184−2.5% | Reduced |
| Greenfield Savings Bank | 7,054 | $706.3K | 0.46% | −496−6.6% | Reduced |
| NCM Capital Management, LLC | 7,054 | $706.0K | 0.53% | +697+11.0% | Added |
| Prosperity Consulting Group, LLC | 7,042 | $705.1K | 0.45% | +454+6.9% | Added |
| Lakeview Capital Partners, LLC | 7,632 | $704.5K | 0.22% | −4,666−37.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 7,030 | $704.0K | 0.15% | +7,030 | New |
| Chicago Partners Investment Group LLC | 7,040 | $701.7K | 0.04% | +923+15.1% | Added |
| Black Swift Group, LLC | 7,000 | $700.9K | 0.24% | +7,000 | New |
| Moisand Fitzgerald Tamayo, LLC | 6,992 | $700.2K | 0.15% | −859−10.9% | Reduced |
| FLC Capital Advisors | 6,971 | $698.0K | 0.21% | −227−3.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 6,954 | $696.3K | 0.18% | +1,900+37.6% | Added |
| BFT Financial Group, LLC | 6,947 | $695.6K | 0.10% | +6,947 | New |
| Am Investment Strategies LLC | 6,940 | $695.0K | 0.24% | −1,195−14.7% | Reduced |
| FNY Investment Advisers, LLC | 6,925 | $693.0K | 0.80% | +2,898+72.0% | Added |
| Bridgeworth, LLC | 6,898 | $690.7K | 0.09% | −254−3.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 6,897 | $690.6K | 0.20% | +350+5.3% | Added |
| Peoples Financial Services Corp. | 6,886 | $689.5K | 0.32% | 00.0% | Unchanged |
| First Community Trust NA | 6,873 | $688.2K | 0.81% | −320−4.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,869 | $687.8K | 0.32% | +154+2.3% | Added |
| Soltis Investment Advisors LLC | 6,853 | $686.2K | 0.09% | −595−8.0% | Reduced |
| GW Henssler & Associates Ltd | 6,825 | $683.4K | 0.05% | +133+2.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,820 | $682.9K | 0.29% | +301+4.6% | Added |
| Citizens & Northern Corp | 6,814 | $682.3K | 0.27% | +4+0.1% | Added |
| Fulton Breakefield Broenniman LLC | 6,811 | $682.0K | 0.06% | −231−3.3% | Reduced |