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 | 3,179 | $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 | 3,298 | $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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 114,271 | $11.4M | 0.67% | +2,103+1.9% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 114,086 | $11.4M | 2.92% | +976+0.9% | Added |
| Stonebridge Capital Advisors LLC | 114,028 | $11.4M | 1.30% | +6,678+6.2% | Added |
| Live Oak Private Wealth LLC | 113,803 | $11.4M | 2.36% | +9,502+9.1% | Added |
| Smith, Salley & Associates | 113,691 | $11.4M | 0.91% | +4,233+3.9% | Added |
| RPG Investment Advisory, LLC | 113,369 | $11.4M | 2.00% | −460.0% | Reduced |
| Salem Investment Counselors Inc | 113,240 | $11.3M | 0.45% | +6,662+6.3% | Added |
| Ziegler Capital Management, LLC | 113,145 | $11.3M | 0.45% | +22,284+24.5% | Added |
| Northeast Financial Consultants Inc | 112,808 | $11.3M | 0.72% | −465−0.4% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,100,000 | $11.3M | 12.69% | +1,091,800+13,314.6% | Added |
| Ethic Inc. | 112,464 | $11.3M | 0.46% | +41,910+59.4% | Added |
| Fiduciary Group LLC | 112,347 | $11.2M | 1.46% | +71+0.1% | Added |
| Anchor Capital Advisors LLC | 112,167 | $11.2M | 0.30% | −3,280−2.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 111,901 | $11.2M | 0.54% | +4,731+4.4% | Added |
| General American Investors Co Inc | 111,478 | $11.2M | 1.06% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 111,013 | $11.1M | 0.57% | −120.0% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 110,500 | $11.1M | 0.14% | 00.0% | Unchanged |
| Atria Investments LLC | 109,816 | $11.0M | 0.21% | +21,472+24.3% | Added |
| Providence Capital Advisors, LLC | 109,679 | $11.0M | 2.90% | +11,311+11.5% | Added |
| Nixon Capital, LLC | 109,618 | $11.0M | 6.47% | +14,697+15.5% | Added |
| Eagle Global Advisors LLC | 108,977 | $10.9M | 0.74% | +58,081+114.1% | Added |
| Arvest Trust Co N A | 108,519 | $10.9M | 0.68% | −4,605−4.1% | Reduced |
| Trust Co of Vermont | 108,347 | $10.8M | 0.76% | −2,475−2.2% | Reduced |
| Ally Financial Inc. | 108,000 | $10.8M | 1.60% | 00.0% | Unchanged |
| Heathbridge Capital Management Ltd. | 107,975 | $10.8M | 4.56% | −6,925−6.0% | Reduced |
| Jones Financial Companies LLLP | 107,387 | $10.8M | 0.02% | +1,843+1.7% | Added |
| Lawson Kroeker Investment Management Inc | 106,651 | $10.7M | 2.40% | −2,547−2.3% | Reduced |
| CIBC World Markets Corp | 105,922 | $10.6M | 0.17% | −862,406−89.1% | Reduced |
| Caption Management, LLC | 105,288 | $10.5M | 2.26% | +102,532+3,720.3% | Added |
| Private Wealth Partners, LLC | 105,081 | $10.5M | 1.05% | −5,515−5.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 104,802 | $10.5M | 0.73% | +3,575+3.5% | Added |
| First American Bank | 104,491 | $10.5M | 0.96% | −70.0% | Reduced |
| Sawtooth Solutions, LLC | 104,066 | $10.4M | 0.27% | +90,576+671.4% | Added |
| Jacobs & Co | 103,209 | $10.3M | 1.28% | +1,787+1.8% | Added |
| First National Bank of Omaha | 103,143 | $10.3M | 0.63% | +2,175+2.2% | Added |
| Colonial Trust Advisors | 102,517 | $10.3M | 1.21% | −706−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 102,127 | $10.2M | 0.27% | −8,992−8.1% | Reduced |
| GWM Advisors LLC | 101,920 | $10.2M | 0.13% | +8,628+9.2% | Added |
| Lincoln Capital LLC | 101,346 | $10.1M | 2.79% | −76−0.1% | Reduced |
| Hantz Financial Services, Inc. | 101,040 | $10.1M | 0.28% | −14,951−12.9% | Reduced |
| Bahl & Gaynor Inc | 101,022 | $10.1M | 0.05% | −3,994−3.8% | Reduced |
| Van Cleef Asset Management,Inc | 100,994 | $10.1M | 1.58% | −64−0.1% | Reduced |
| North Star Asset Management Inc | 100,727 | $10.1M | 0.59% | +645+0.6% | Added |
| Matthew Goff Investment Advisor, LLC | 100,588 | $10.1M | 2.50% | −205−0.2% | Reduced |
| Panagora Asset Management Inc | 100,497 | $10.1M | 0.06% | +67,247+202.2% | Added |
| Titan Global Capital Management USA LLC | 100,422 | $10.1M | 2.62% | −3,744−3.6% | Reduced |
| Nikko Asset Management Americas, Inc. | 100,395 | $10.1M | 0.12% | −1,820−1.8% | Reduced |
| Rheos Capital Works Inc. | 100,000 | $10.0M | 0.56% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 100,000 | $10.0M | 0.35% | +78,940+374.8% | Added |
| Mane Global Capital Management LP | 100,000 | $10.0M | 1.08% | +100,000 | New |
| Parallel Advisors, LLC | 99,773 | $9.99M | 0.34% | +56,442+130.3% | Added |
| Callahan Advisors, LLC | 99,350 | $9.95M | 1.28% | +6,703+7.2% | Added |
| Trust Co of Virginia | 98,535 | $9.87M | 1.10% | +873+0.9% | Added |
| Bailard, Inc. | 98,314 | $9.84M | 0.35% | +7,596+8.4% | Added |
| Grand Jean Capital Management Inc | 98,249 | $9.84M | 3.79% | +15,286+18.4% | Added |
| Parsec Financial Management, Inc. | 98,052 | $9.82M | 0.41% | −3,693−3.6% | Reduced |
| Banque Cantonale Vaudoise | 97,608 | $9.77M | 0.48% | +3,165+3.4% | Added |
| Washington Trust Co | 97,222 | $9.73M | 0.44% | +4,176+4.5% | Added |
| Eagle Ridge Investment Management | 97,015 | $9.71M | 1.09% | +6,495+7.2% | Added |
| Glenview Trust Co | 96,903 | $9.70M | 0.29% | −6,409−6.2% | Reduced |
| Wealthfront Advisers LLC | 95,859 | $9.60M | 0.04% | +40,736+73.9% | Added |
| Pentwater Capital Management LP | 95,500 | $9.56M | 0.16% | −45,500−32.3% | Reduced |
| Massmutual Trust Co FSB | 95,425 | $9.55M | 0.37% | +11,596+13.8% | Added |
| CCM Investment Advisers LLC | 93,055 | $9.32M | 1.32% | +3,476+3.9% | Added |
| Spouting Rock Asset Management, LLC | 92,733 | $9.29M | 3.27% | +90,013+3,309.3% | Added |
| Peak Asset Management, LLC | 92,279 | $9.24M | 2.26% | +1,288+1.4% | Added |
| CSM Advisors, LLC | 92,084 | $9.22M | 0.80% | +7,000+8.2% | Added |
| Shell Asset Management Co | 92,035 | $9.21M | 0.38% | +6,122+7.1% | Added |
| Tredje AP-fonden | 91,832 | $9.20M | 0.14% | +11,152+13.8% | Added |
| Round Hill Asset Management | 91,795 | $9.19M | 5.73% | −2,015−2.1% | Reduced |
| KCM Investment Advisors LLC | 91,419 | $9.15M | 0.37% | −2,757−2.9% | Reduced |
| Eisler Capital (UK) Ltd. | 90,724 | $9.08M | 0.79% | +90,724 | New |
| Brinker Capital Investments, LLC | 90,689 | $9.08M | 0.12% | +19,207+26.9% | Added |
| Orion Portfolio Solutions, LLC | 90,689 | $9.08M | 0.12% | +74,610+464.0% | Added |
| Parkside Investments, LLC | 90,675 | $9.08M | 1.71% | −10,146−10.1% | Reduced |
| Calamos Wealth Management LLC | 90,507 | $9.06M | 0.71% | +4,850+5.7% | Added |
| JustInvest LLC | 90,486 | $9.06M | 0.31% | +21,143+30.5% | Added |
| National Asset Management, Inc. | 91,237 | $9.06M | 0.24% | −17,304−15.9% | Reduced |
| YHB Investment Advisors, Inc. | 90,183 | $9.03M | 0.91% | −15,755−14.9% | Reduced |
| Sigma Planning Corp | 90,095 | $9.02M | 0.30% | +1,128+1.3% | Added |
| DDD Partners, LLC | 89,422 | $8.95M | 1.40% | +89,422 | New |
| Founders Capital Management, LLC | 89,370 | $8.95M | 2.23% | −550−0.6% | Reduced |
| Kestra Private Wealth Services, LLC | 89,136 | $8.93M | 0.36% | +1,995+2.3% | Added |
| Covea Finance | 88,891 | $8.90M | 0.51% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 88,803 | $8.89M | 1.33% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 88,756 | $8.89M | 0.24% | −73,098−45.2% | Reduced |
| Griffin Asset Management, Inc. | 88,612 | $8.87M | 1.24% | +12,420+16.3% | Added |
| Cary Street Partner Investment Advisory LLC | 88,277 | $8.84M | 0.64% | +2,955+3.5% | Added |
| Pinebridge Investments, L.P. | 87,865 | $8.80M | 0.10% | −175,279−66.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 87,630 | $8.77M | 0.30% | +4,969+6.0% | Added |
| Neville Rodie & Shaw Inc | 87,622 | $8.77M | 0.79% | −3,366−3.7% | Reduced |
| Capital World Investors | 87,600 | $8.77M | 0.00% | −2,436,104−96.5% | Reduced |
| Osborne Partners Capital Management, LLC | 87,496 | $8.76M | 0.64% | +662+0.8% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 87,230 | $8.73M | 1.89% | −3,510−3.9% | Reduced |
| Venture Visionary Partners LLC | 87,105 | $8.72M | 0.55% | +3,537+4.2% | Added |
| Valeo Financial Advisors, LLC | 117,243 | $8.70M | 0.42% | +2,271+2.0% | Added |
| Woodstock Corp | 86,738 | $8.69M | 1.11% | +387+0.4% | Added |
| Commerzbank Aktiengesellschaft | 86,697 | $8.68M | 0.47% | −16,930−16.3% | Reduced |
| Stillwater Capital Advisors, LLC | 86,432 | $8.65M | 1.68% | +20,958+32.0% | Added |
| Dakota Wealth Management | 86,430 | $8.65M | 0.58% | −1,005−1.1% | Reduced |