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; 2,948 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
- 3,077
- +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
- 1,305 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 268,435 | $26.9M | 0.40% | +66,441+32.9% | Added |
| Trillium Asset Management, LLC | 261,474 | $26.8M | 0.78% | +4,609+1.8% | Added |
| Williams Jones Wealth Management, LLC. | 266,741 | $26.7M | 0.42% | −4,933−1.8% | Reduced |
| Mutual of America Capital Management LLC | 261,387 | $26.2M | 0.31% | +967+0.4% | Added |
| La Banque Postale Asset Management SA | 256,205 | $25.7M | 0.65% | −43,445−14.5% | Reduced |
| Marathon Trading Investment Management LLC | 254,257 | $25.5M | 12.08% | +250,569+6,794.2% | Added |
| Waters Parkerson & Co., LLC | 253,864 | $25.4M | 1.50% | +5,140+2.1% | Added |
| Umb Bank N A | 252,643 | $25.3M | 0.40% | −91,700−26.6% | Reduced |
| State of Alaska, Department of Revenue | 251,679 | $25.2M | 0.30% | −3,515−1.4% | Reduced |
| First Foundation Advisors | 250,723 | $25.1M | 1.15% | −95,199−27.5% | Reduced |
| Nan Fung Trinity (HK) Ltd | 250,708 | $25.1M | 6.67% | −89,400−26.3% | Reduced |
| Dundas Partners LLP | 250,136 | $25.0M | 2.62% | −404−0.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 249,922 | $25.0M | 3.63% | +71,391+40.0% | Added |
| Galvin, Gaustad & Stein, LLC | 248,382 | $24.9M | 2.45% | −4,359−1.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 247,266 | $24.8M | 0.07% | −44,385−15.2% | Reduced |
| Roffman Miller Associates Inc | 246,769 | $24.7M | 1.97% | +2,084+0.9% | Added |
| CORDA Investment Management, LLC. | 246,354 | $24.7M | 1.97% | +9,189+3.9% | Added |
| South Dakota Investment Council | 246,063 | $24.6M | 0.52% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 244,865 | $24.5M | 0.23% | −9,859−3.9% | Reduced |
| Petrus Trust Company, LTA | 242,000 | $24.2M | 2.94% | −25,000−9.4% | Reduced |
| Sandhill Capital Partners LLC | 240,663 | $24.1M | 2.31% | −35,979−13.0% | Reduced |
| Oppenheimer Asset Management Inc. | 238,576 | $23.9M | 0.37% | +19,616+9.0% | Added |
| Becker Capital Management Inc | 238,568 | $23.9M | 0.94% | −1,866−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 237,363 | $23.8M | 0.50% | −68,000−22.3% | Reduced |
| Banco Santander, S.A. | 237,293 | $23.8M | 0.35% | −87,657−27.0% | Reduced |
| Commerce Bank | 235,892 | $23.6M | 0.19% | −7,511−3.1% | Reduced |
| Henshaw Capital LLC | 234,850 | $23.5M | 1.45% | 00.0% | Unchanged |
| Xponance, Inc. | 233,848 | $23.4M | 0.34% | −4,606−1.9% | Reduced |
| Greenbrier Partners Capital Management, LLC | 233,389 | $23.4M | 2.88% | 00.0% | Unchanged |
| Natixis | 233,078 | $23.3M | 0.22% | −1,561,949−87.0% | Reduced |
| Country Trust Bank | 229,883 | $23.0M | 0.65% | −61,339−21.1% | Reduced |
| Citadel Advisors LLC | 229,838 | $23.0M | 0.03% | −2,542,855−91.7% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 228,988 | $22.9M | 1.38% | +2,978+1.3% | Added |
| Sprucegrove Investment Management Ltd | 227,800 | $22.8M | 1.24% | −6,400−2.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 223,254 | $22.4M | 1.54% | −4,145−1.8% | Reduced |
| Cetera Advisors LLC | 220,517 | $22.1M | 0.37% | +3,051+1.4% | Added |
| Cornerstone Capital, Inc. | 219,435 | $22.0M | 2.65% | +8,250+3.9% | Added |
| Adams Diversified Equity Fund, Inc. | 219,300 | $22.0M | 0.99% | +160,500+273.0% | Added |
| Clarkston Capital Partners, LLC | 219,141 | $21.9M | 0.41% | +7,127+3.4% | Added |
| MAI Capital Management | 218,262 | $21.9M | 0.35% | −2,996−1.4% | Reduced |
| Bradley Foster & Sargent Inc | 217,273 | $21.8M | 0.52% | −18,484−7.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 216,391 | $21.7M | 0.40% | +12,702+6.2% | Added |
| British Columbia Investment Management Corp | 215,518 | $21.6M | 0.22% | +1,244+0.6% | Added |
| Czech National Bank | 215,208 | $21.5M | 0.53% | +1,695+0.8% | Added |
| Kestra Advisory Services, LLC | 213,543 | $21.4M | 0.23% | −46,095−17.8% | Reduced |
| Alpha Cubed Investments, LLC | 212,192 | $21.2M | 1.54% | +62,417+41.7% | Added |
| AE Wealth Management LLC | 210,358 | $21.1M | 0.14% | −13,662−6.1% | Reduced |
| Vantage Investment Partners, LLC | 210,062 | $21.0M | 2.88% | +36,500+21.0% | Added |
| Heritage Wealth Advisors | 209,279 | $21.0M | 1.17% | +14,938+7.7% | Added |
| Allspring Global Investments Holdings, LLC | 209,034 | $20.9M | 0.03% | −28,563−12.0% | Reduced |
| Squarepoint Ops LLC | 208,902 | $20.9M | 0.15% | −173,339−45.3% | Reduced |
| Beacon Pointe Advisors, LLC | 208,264 | $20.9M | 0.36% | +27,415+15.2% | Added |
| Howard Capital Management Group, LLC | 207,485 | $20.8M | 2.20% | +2,183+1.1% | Added |
| Howland Capital Management LLC | 206,648 | $20.7M | 1.25% | +1,460+0.7% | Added |
| Pinnacle Associates Ltd | 205,400 | $20.6M | 0.42% | −1,750−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 202,165 | $20.2M | 0.03% | −132,945−39.7% | Reduced |
| Ci Investments Inc. | 201,139 | $20.1M | 0.10% | +120,776+150.3% | Added |
| Optiver Holding B.V. | 200,635 | $20.1M | 0.93% | −142,909−41.6% | Reduced |
| Wesleyan Assurance Society | 200,398 | $20.1M | 2.32% | 00.0% | Unchanged |
| Barr E S & Co | 200,018 | $20.0M | 1.66% | −23,307−10.4% | Reduced |
| Honeycomb Asset Management LP | 200,000 | $20.0M | 4.69% | −30,306−13.2% | Reduced |
| J. L. Bainbridge & Co., Inc. | 198,675 | $19.9M | 2.73% | +1,377+0.7% | Added |
| Stephens Inc | 198,009 | $19.8M | 0.38% | +52,287+35.9% | Added |
| Cetera Investment Advisers | 196,897 | $19.7M | 0.17% | −3,786−1.9% | Reduced |
| TCTC Holdings, LLC | 195,839 | $19.6M | 0.79% | +8,646+4.6% | Added |
| Mark Asset Management LP | 195,935 | $19.6M | 3.73% | −1,043−0.5% | Reduced |
| Lannebo Fonder AB | 195,000 | $19.5M | 3.13% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 194,295 | $19.5M | 1.28% | +9,416+5.1% | Added |
| Stock Yards Bank & Trust Co | 193,606 | $19.4M | 0.74% | −9,569−4.7% | Reduced |
| Colony Group LLC | 193,584 | $19.4M | 0.29% | −9,815−4.8% | Reduced |
| Mill Capital Management, LLC | 192,561 | $19.3M | 1.96% | +5,642+3.0% | Added |
| Staley Capital Advisers Inc | 192,239 | $19.2M | 1.08% | +35,966+23.0% | Added |
| Crossmark Global Holdings, Inc. | 191,420 | $19.2M | 0.45% | +87,855+84.8% | Added |
| Grandfield & Dodd, LLC | 191,058 | $19.1M | 1.34% | +3,158+1.7% | Added |
| Group One Trading, L.P. | 190,255 | $19.1M | 0.91% | −134,638−41.4% | Reduced |
| Factory Mutual Insurance Co | 187,306 | $18.8M | 0.29% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 187,100 | $18.7M | 4.11% | +179,850+2,480.7% | Added |
| Mercer Global Advisors Inc | 186,307 | $18.7M | 0.08% | +9,341+5.3% | Added |
| Erste Asset Management GmbH | 188,047 | $18.4M | 0.35% | +4,823+2.6% | Added |
| Atria Wealth Solutions, Inc. | 181,959 | $18.2M | 0.27% | +9,055+5.2% | Added |
| Oppenheimer & Co Inc | 179,046 | $17.9M | 0.38% | +2,415+1.4% | Added |
| MMBG Investment Advisors Co. | 179,008 | $17.9M | 2.27% | −760.0% | Reduced |
| Windward Capital Management Co | 177,536 | $17.8M | 1.64% | +4,685+2.7% | Added |
| Lockheed Martin Investment Management Co | 176,381 | $17.7M | 1.00% | +105,680+149.5% | Added |
| Lewis Capital Management, LLC | 176,360 | $17.7M | 26.55% | −1,595−0.9% | Reduced |
| LGT Group Foundation | 176,128 | $17.6M | 0.51% | −19,730−10.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 175,691 | $17.6M | 0.65% | −6,551−3.6% | Reduced |
| Community Trust & Investment Co | 174,718 | $17.5M | 1.51% | +2,181+1.3% | Added |
| Harvest Portfolios Group Inc. | 171,274 | $17.1M | 0.84% | +23,608+16.0% | Added |
| Leonteq Securities AG | 171,161 | $17.1M | 1.58% | −195,276−53.3% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 170,700 | $17.1M | 1.14% | +170,700 | New |
| NorthCrest Asset Manangement, LLC | 168,891 | $16.9M | 0.70% | +44,455+35.7% | Added |
| Busey Wealth Management | 168,813 | $16.9M | 0.72% | +4,990+3.0% | Added |
| Twinbeech Capital LP | 168,656 | $16.9M | 0.34% | +168,656 | New |
| Badgley Phelps Wealth Managers, LLC | 167,414 | $16.8M | 0.62% | +15,422+10.1% | Added |
| Taurus Asset Management, LLC | 167,339 | $16.8M | 2.05% | +2,119+1.3% | Added |
| Clifford Swan Investment Counsel LLC | 166,360 | $16.7M | 0.70% | −3,242−1.9% | Reduced |
| RE Advisers Corp | 166,300 | $16.7M | 0.46% | +166,300 | New |
| Fiduciary Trust Co | 165,354 | $16.6M | 0.31% | −16,444−9.0% | Reduced |
| Godsey & Gibb Associates | 162,228 | $16.2M | 1.90% | +10,246+6.7% | Added |