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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 5,867 | $587.5K | 0.28% | +50+0.9% | Added |
| Community Bank of Raymore | 5,857 | $586.5K | 0.22% | +660+12.7% | Added |
| Oxford Financial Group Ltd | 5,822 | $583.0K | 0.07% | −713−10.9% | Reduced |
| Equitable Trust Co | 5,820 | $582.8K | 0.05% | −1,016−14.9% | Reduced |
| Valmark Advisers, Inc. | 5,810 | $581.8K | 0.01% | −45−0.8% | Reduced |
| Wilkins Investment Counsel Inc | 5,800 | $581.0K | 0.15% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5,788 | $579.6K | 0.55% | −555−8.7% | Reduced |
| Tran Capital Management, L.P. | 5,787 | $579.5K | 0.07% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 5,957 | $579.0K | 0.01% | −30−0.5% | Reduced |
| Wealth Management Partners, LLC | 5,779 | $578.7K | 0.40% | −221−3.7% | Reduced |
| Global Financial Private Client, LLC | 5,763 | $574.9K | 0.30% | −5−0.1% | Reduced |
| Flynn Zito Capital Management, LLC | 5,739 | $574.7K | 0.42% | +52+0.9% | Added |
| Athena Investment Management | 5,739 | $574.6K | 0.41% | +275+5.0% | Added |
| Visionary Wealth Advisors | 5,729 | $573.7K | 0.05% | +295+5.4% | Added |
| Horizon Kinetics Asset Management LLC | 5,713 | $572.0K | 0.01% | +300+5.5% | Added |
| Bluesphere Advisors, LLC | 5,687 | $569.4K | 0.47% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 5,660 | $566.7K | 0.48% | +1,000+21.5% | Added |
| Roman Butler Fullerton & Co | 5,773 | $565.8K | 0.28% | −350−5.7% | Reduced |
| Mirador Capital Partners LP | 5,638 | $564.5K | 0.13% | −25,334−81.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,627 | $563.4K | 0.08% | −836−12.9% | Reduced |
| Farther Finance Advisors, LLC | 5,619 | $562.7K | 0.16% | +1,090+24.1% | Added |
| Sun Life Financial INC | 5,634 | $562.4K | 0.04% | 00.0% | Unchanged |
| LSV Asset Management | 5,600 | $561.0K | 0.00% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 5,602 | $560.9K | 0.04% | +8+0.1% | Added |
| Crewe Advisors LLC | 5,595 | $560.2K | 0.08% | +305+5.8% | Added |
| waypoint wealth counsel | 5,594 | $560.2K | 0.43% | −246−4.2% | Reduced |
| Mark Stevens | 5,590 | $559.7K | 0.07% | +146+2.7% | Added |
| DF Dent & Co Inc | 5,589 | $559.6K | 0.01% | +1,512+37.1% | Added |
| PAX Financial Group, LLC | 5,550 | $555.7K | 0.13% | −263−4.5% | Reduced |
| Morton Capital Management LLC | 5,535 | $554.2K | 0.20% | −936−14.5% | Reduced |
| TRUE Private Wealth Advisors | 5,527 | $553.5K | 0.08% | −295−5.1% | Reduced |
| Consilium Wealth Advisory, LLC | 5,517 | $552.4K | 0.47% | −381−6.5% | Reduced |
| Silver Oak Securities, Inc | 5,507 | $551.0K | 0.09% | −443−7.4% | Reduced |
| Carson Advisory Inc. | 5,498 | $550.5K | 0.49% | −465−7.8% | Reduced |
| Fox Run Management, L.L.C. | 5,483 | $549.0K | 0.18% | −2,419−30.6% | Reduced |
| Jump Financial, LLC | 5,470 | $547.7K | 0.02% | +1,160+26.9% | Added |
| Jarislowsky, Fraser Ltd | 5,460 | $546.7K | 0.00% | −1,070−16.4% | Reduced |
| Plancorp, LLC | 5,426 | $543.3K | 0.03% | +394+7.8% | Added |
| Alps Advisors Inc | 5,423 | $543.0K | 0.00% | −1,154−17.5% | Reduced |
| Castle Rock Wealth Management, LLC | 5,314 | $541.6K | 0.19% | −150−2.7% | Reduced |
| Venator Management LLC | 5,400 | $541.0K | 0.22% | −12,510−69.8% | Reduced |
| Pinnacle Bancorp, Inc. | 5,402 | $540.9K | 0.20% | +16+0.3% | Added |
| Armstrong Advisory Group, Inc | 5,394 | $540.1K | 0.06% | −437−7.5% | Reduced |
| Kesler, Norman & Wride, LLC | 5,385 | $539.3K | 0.14% | −180−3.2% | Reduced |
| Paragon Private Wealth Management, LLC | 5,381 | $538.8K | 0.45% | −98−1.8% | Reduced |
| Argent Capital Management LLC | 5,380 | $538.7K | 0.02% | −205−3.7% | Reduced |
| Neumann Capital Management, LLC | 5,364 | $537.1K | 0.24% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,361 | $536.8K | 0.14% | +311+6.2% | Added |
| Sigma Investment Counselors Inc | 5,356 | $536.3K | 0.04% | +447+9.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 5,337 | $534.4K | 0.38% | +50+0.9% | Added |
| Boit C F David | 5,400 | $533.3K | 0.36% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,323 | $533.0K | 0.54% | −2,794−34.4% | Reduced |
| Conway Capital Management, Inc. | 5,317 | $532.4K | 0.44% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 5,313 | $532.0K | 0.08% | −424−7.4% | Reduced |
| TCG Advisory Services, LLC | 5,309 | $531.6K | 0.11% | +2,602+96.1% | Added |
| Inspirion Wealth Advisors, LLC | 5,304 | $531.1K | 0.11% | −40−0.7% | Reduced |
| United Bank | 5,303 | $531.0K | 0.07% | +61+1.2% | Added |
| Maple Capital Management, Inc. | 5,302 | $530.9K | 0.06% | −74−1.4% | Reduced |
| Latitude Advisors, LLC | 5,279 | $528.6K | 0.38% | −26−0.5% | Reduced |
| ETF Managers Group, LLC | 5,262 | $526.9K | 0.02% | +78+1.5% | Added |
| WealthPLAN Partners, LLC | 5,261 | $526.8K | 0.06% | −496−8.6% | Reduced |
| Hall Capital Management Co Inc | 5,259 | $526.6K | 0.31% | −891−14.5% | Reduced |
| Baystate Wealth Management LLC | 5,257 | $526.4K | 0.05% | −721−12.1% | Reduced |
| Twelve Points Wealth Management LLC | 5,222 | $522.9K | 0.30% | +152+3.0% | Added |
| Virtue Capital Management, LLC | 5,397 | $521.4K | 0.09% | −101−1.8% | Reduced |
| Monetary Management Group Inc | 5,200 | $520.7K | 0.15% | 00.0% | Unchanged |
| CastleKnight Management LP | 5,200 | $520.7K | 0.13% | +5,200 | New |
| Aire Advisors, LLC | 5,186 | $519.3K | 0.15% | −951−15.5% | Reduced |
| Wealth Management Associates, Inc. | 5,186 | $519.2K | 0.32% | +1,038+25.0% | Added |
| TCI Wealth Advisors, Inc. | 5,179 | $518.6K | 0.07% | −236−4.4% | Reduced |
| Interchange Capital Partners, LLC | 5,168 | $517.5K | 0.28% | +2,288+79.4% | Added |
| Coastwise Capital Group, LLC | 5,151 | $515.8K | 0.59% | +95+1.9% | Added |
| Hendley & Co Inc | 5,140 | $515.0K | 0.23% | −1,657−24.4% | Reduced |
| Davis Investment Partners, LLC | 5,170 | $514.9K | 0.27% | 00.0% | Unchanged |
| Burton Enright Welch | 5,125 | $513.2K | 0.20% | −40−0.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,108 | $511.5K | 0.16% | 00.0% | Unchanged |
| Financial Advisory Corp | 5,099 | $511.0K | 0.24% | −129−2.5% | Reduced |
| Fortis Advisors, LLC | 5,100 | $510.7K | 0.33% | +1,000+24.4% | Added |
| Presilium Private Wealth, LLC | 5,099 | $510.6K | 0.20% | 00.0% | Unchanged |
| F/M Investments LLC | 4,777 | $510.3K | 0.51% | +200+4.4% | Added |
| Shulman DeMeo Asset Management LLC | 5,089 | $509.6K | 0.16% | −22−0.4% | Reduced |
| Ellis Investment Partners, LLC | 5,072 | $507.8K | 0.13% | −138−2.6% | Reduced |
| Crescent Grove Advisors, LLC | 5,044 | $505.1K | 0.06% | −119−2.3% | Reduced |
| Per Stirling Capital Management, LLC. | 5,030 | $503.6K | 0.11% | −837−14.3% | Reduced |
| Cable Hill Partners, LLC | 5,027 | $503.3K | 0.08% | +749+17.5% | Added |
| Meritas Wealth Management, LLC | 5,010 | $501.7K | 0.39% | +100+2.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,009 | $501.6K | 0.28% | −119−2.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 5,000 | $500.6K | 0.17% | −3,972−44.3% | Reduced |
| My Personal CFO, LLC | 4,998 | $500.4K | 0.43% | +4,507+917.9% | Added |
| PSI Advisors, LLC | 4,981 | $498.7K | 0.24% | −174−3.4% | Reduced |
| Northside Capital Management, LLC | 4,973 | $498.0K | 0.13% | 00.0% | Unchanged |
| Wealth Effects LLC | 4,967 | $497.3K | 0.26% | +95+1.9% | Added |
| Sax Wealth Advisors, LLC | 4,939 | $494.5K | 0.11% | +40+0.8% | Added |
| Security Financial Services, INC. | 4,934 | $494.0K | 0.15% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,929 | $493.5K | 0.10% | −327−6.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 4,921 | $492.7K | 0.25% | +402+8.9% | Added |
| Manchester Financial Inc | 4,909 | $491.5K | 0.14% | +41+0.8% | Added |
| Alta Advisers Ltd | 4,900 | $490.6K | 0.29% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4,896 | $490.2K | 0.06% | −89−1.8% | Reduced |
| 1620 Investment Advisors, Inc. | 4,895 | $490.1K | 0.59% | −20−0.4% | Reduced |