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 |
|---|---|---|---|---|---|
| Holderness Investments Co | 6,810 | $681.9K | 0.27% | −501−6.9% | Reduced |
| Intact Investment Management Inc. | 6,800 | $680.9K | 0.03% | −3,600−34.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 6,774 | $678.0K | 0.26% | +6,774 | New |
| Accretive Wealth Partners, LLC | 6,753 | $676.2K | 0.43% | +337+5.3% | Added |
| Ellevest, Inc. | 6,734 | $674.3K | 0.05% | +287+4.5% | Added |
| Kensington Investment Counsel, LLC | 6,726 | $673.5K | 0.51% | −465−6.5% | Reduced |
| Breakwater Capital Group | 6,709 | $671.8K | 0.28% | +373+5.9% | Added |
| Reitz Capital Advisors LLC | 6,665 | $667.4K | 0.62% | −440−6.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 6,658 | $666.7K | 0.46% | +39+0.6% | Added |
| Front Row Advisors LLC | 6,651 | $666.0K | 0.32% | +1,275+23.7% | Added |
| Sheets Smith Wealth Management | 6,611 | $662.0K | 0.10% | +47+0.7% | Added |
| First Heartland Consultants, Inc. | 6,605 | $661.4K | 0.10% | −174−2.6% | Reduced |
| Forza Wealth Management, LLC | 6,600 | $660.9K | 0.34% | −74−1.1% | Reduced |
| Aaron Wealth Advisors | 6,600 | $660.9K | 0.09% | +1,119+20.4% | Added |
| Bond & Devick Financial Network, Inc. | 6,588 | $659.7K | 0.42% | 00.0% | Unchanged |
| First Command Bank | 6,571 | $658.0K | 0.07% | −2,069−23.9% | Reduced |
| First Command Financial Services, Inc. | 6,571 | $658.0K | 0.07% | −2,069−23.9% | Reduced |
| Barton Investment Management | 6,554 | $656.3K | 0.12% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 6,568 | $656.0K | 0.14% | −48−0.7% | Reduced |
| Stansberry Asset Management, LLC | 6,550 | $655.9K | 0.13% | +421+6.9% | Added |
| Gleason Group, Inc. | 6,547 | $655.5K | 0.19% | +119+1.9% | Added |
| Edge Capital Group, LLC | 6,547 | $655.5K | 0.04% | −1,333−16.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 6,542 | $655.0K | 0.20% | +1,365+26.4% | Added |
| Retirement Planning Co of New England, Inc. | 6,525 | $653.3K | 0.40% | +239+3.8% | Added |
| Ridgewood Investments LLC | 6,522 | $653.0K | 0.40% | +1,544+31.0% | Added |
| Berkeley Capital Partners, LLC | 6,516 | $652.4K | 0.24% | +95+1.5% | Added |
| Hemington Wealth Management | 6,512 | $652.0K | 0.26% | +64+1.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 6,488 | $649.7K | 0.42% | +100+1.6% | Added |
| Resource Consulting Group Inc | 6,483 | $649.1K | 0.17% | +1,325+25.7% | Added |
| LGL Partners, LLC | 6,477 | $648.5K | 0.11% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 6,425 | $645.8K | 0.27% | +6,425 | New |
| Alhambra Investment Partners LLC | 6,450 | $645.8K | 0.44% | +409+6.8% | Added |
| Excalibur Management Corp | 6,444 | $645.2K | 0.33% | −52−0.8% | Reduced |
| LCM Capital Management Inc | 6,444 | $645.2K | 0.56% | +499+8.4% | Added |
| American Money Management, LLC | 6,442 | $645.0K | 0.17% | −942−12.8% | Reduced |
| Cornerstone National Bank & Trust Co | 6,437 | $644.5K | 0.35% | −54−0.8% | Reduced |
| Pittenger & Anderson Inc | 6,433 | $644.1K | 0.03% | +247+4.0% | Added |
| Cape Ann Savings Bank | 6,423 | $643.1K | 0.45% | −158−2.4% | Reduced |
| Twin Lakes Capital Management, LLC | 6,406 | $641.4K | 0.48% | −29−0.5% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 6,406 | $641.4K | 0.61% | 00.0% | Unchanged |
| Eclectic Associates Inc | 6,404 | $641.2K | 0.33% | −4−0.1% | Reduced |
| Palogic Value Management, L.P. | 6,399 | $640.7K | 0.31% | +624+10.8% | Added |
| Acorn Wealth Advisors, LLC | 6,394 | $640.2K | 0.47% | +764+13.6% | Added |
| Spinnaker Investment Group, LLC | 6,368 | $637.7K | 0.22% | +333+5.5% | Added |
| Ledyard National Bank | 6,361 | $636.9K | 0.07% | −143−2.2% | Reduced |
| Diversified, LLC | 6,348 | $635.7K | 0.23% | +48+0.8% | Added |
| Optas, LLC | 6,343 | $635.1K | 0.23% | −245−3.7% | Reduced |
| Whitener Capital Management, Inc. | 6,335 | $634.3K | 0.27% | −1,175−15.6% | Reduced |
| Summit Financial Strategies, Inc. | 6,332 | $634.0K | 0.12% | −48−0.8% | Reduced |
| Wealth Advisory Solutions, LLC | 6,322 | $633.0K | 0.17% | +341+5.7% | Added |
| Avenir Corp | 6,320 | $632.8K | 0.06% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 6,316 | $632.4K | 0.16% | +483+8.3% | Added |
| Vicus Capital | 6,310 | $631.8K | 0.07% | −319−4.8% | Reduced |
| Milestone Asset Management, LLC | 6,301 | $630.9K | 0.36% | +24+0.4% | Added |
| Tru Independence Asset Management 2, LLC | 6,265 | $627.3K | 0.63% | +6,265 | New |
| Detalus Advisors, LLC | 6,257 | $626.5K | 0.30% | +68+1.1% | Added |
| Ted Buchan & Co | 6,238 | $624.6K | 0.52% | +6,238 | New |
| Allstate Corp | 6,232 | $624.0K | 0.05% | −72,267−92.1% | Reduced |
| ProVise Management Group, LLC | 6,206 | $621.5K | 0.06% | −703−10.2% | Reduced |
| Lifeworks Advisors, LLC | 6,186 | $619.4K | 0.29% | +430+7.5% | Added |
| Delta Investment Management, LLC | 6,174 | $618.2K | 0.18% | −20−0.3% | Reduced |
| Prelude Capital Management, LLC | 6,169 | $617.7K | 0.04% | −4,771−43.6% | Reduced |
| Canvas Wealth Advisors, LLC | 6,176 | $617.2K | 0.26% | −724−10.5% | Reduced |
| Viewpoint Capital Management LLC | 6,159 | $616.7K | 0.55% | −175−2.8% | Reduced |
| QP Wealth Management, LLC | 6,146 | $615.4K | 1.01% | +1,940+46.1% | Added |
| WNY Asset Management, LLC | 6,130 | $613.8K | 0.15% | −28−0.5% | Reduced |
| Verdence Capital Advisors LLC | 6,121 | $612.9K | 0.07% | −592−8.8% | Reduced |
| Wallace Advisory Group, LLC | 6,096 | $610.4K | 0.46% | +1,928+46.3% | Added |
| Blue Edge Capital, LLC | 6,093 | $610.1K | 0.13% | −77−1.2% | Reduced |
| Harvey Investment Co LLC | 6,088 | $610.0K | 0.08% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 6,088 | $609.6K | 0.07% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 6,075 | $608.3K | 0.45% | −103−1.7% | Reduced |
| Foster Group, Inc. | 6,070 | $607.8K | 0.04% | +114+1.9% | Added |
| Phocas Financial Corp. | 6,067 | $607.5K | 0.09% | −65−1.1% | Reduced |
| Altus Wealth Group LLC | 6,064 | $607.2K | 0.41% | +40+0.7% | Added |
| Legacy Financial Advisors, Inc. | 6,062 | $607.0K | 0.12% | +468+8.4% | Added |
| First Pacific Financial | 6,050 | $605.8K | 0.28% | −129−2.1% | Reduced |
| Veracity Capital LLC | 6,050 | $605.7K | 0.28% | +58+1.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 6,048 | $605.5K | 0.16% | +292+5.1% | Added |
| River Street Advisors LLC | 6,044 | $605.2K | 0.60% | +128+2.2% | Added |
| Keeley-Teton Advisors, LLC | 6,039 | $604.7K | 0.07% | −177−2.8% | Reduced |
| Mason & Associates Inc | 6,038 | $604.6K | 0.18% | +918+17.9% | Added |
| Crescent Sterling, Ltd. | 6,014 | $602.2K | 0.59% | +612+11.3% | Added |
| Curi Capital | 6,011 | $601.8K | 0.09% | −231−3.7% | Reduced |
| KRS Capital Management, LLC | 6,001 | $600.9K | 0.68% | −85−1.4% | Reduced |
| Regents of the University of California | 6,000 | $600.8K | 0.11% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | – | $600.8K | 0.08% | – | New |
| Knights of Columbus Asset Advisors LLC | 5,982 | $599.0K | 0.06% | +1,519+34.0% | Added |
| FourThought Financial Partners, LLC | 5,980 | $598.8K | 0.08% | −18,412−75.5% | Reduced |
| Botty Investors LLC | 5,965 | $597.3K | 0.26% | −10,171−63.0% | Reduced |
| Waterfront Wealth Inc. | 5,958 | $596.6K | 0.19% | −584−8.9% | Reduced |
| Tiemann Investment Advisors, LLC | 5,937 | $594.5K | 0.32% | +120+2.1% | Added |
| S.E.E.D. Planning Group LLC | 5,929 | $593.7K | 0.23% | −344−5.5% | Reduced |
| Centurion Wealth Management LLC | 5,927 | $593.4K | 0.30% | +297+5.3% | Added |
| Crawford Investment Counsel Inc | 5,919 | $592.7K | 0.01% | −225−3.7% | Reduced |
| Sentry LLC | 5,914 | $592.2K | 0.14% | +5,914 | New |
| Trustmark National Bank Trust Department | 5,894 | $590.2K | 0.05% | −850−12.6% | Reduced |
| Harvest Volatility Management LLC | 6,007 | $589.3K | 0.12% | −557−8.5% | Reduced |
| Old North State Trust, LLC | 5,886 | $589.0K | 0.41% | −43−0.7% | Reduced |
| Addison Advisors LLC | 5,881 | $588.9K | 0.33% | +167+2.9% | Added |