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 |
|---|---|---|---|---|---|
| LS Investment Advisors, LLC | 86,249 | $8.64M | 1.60% | −670−0.8% | Reduced |
| Archon Partners LLC | 86,000 | $8.61M | 1.44% | −15,500−15.3% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 85,442 | $8.55M | 6.34% | −6,836−7.4% | Reduced |
| Morningstar Investment Management LLC | 85,438 | $8.55M | 1.26% | +27,702+48.0% | Added |
| Amussen Hunsaker Associates LLC | 85,214 | $8.54M | 2.14% | +13,092+18.2% | Added |
| Bokf, NA | 84,836 | $8.49M | 0.18% | −16,628−16.4% | Reduced |
| Weatherly Asset Management L. P. | 84,601 | $8.47M | 1.10% | +815+1.0% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 84,704 | $8.46M | 1.80% | −2,025−2.3% | Reduced |
| New Mexico Educational Retirement Board | 84,355 | $8.45M | 0.43% | −2,700−3.1% | Reduced |
| JB Capital LLC | 84,018 | $8.41M | 0.77% | +8,025+10.6% | Added |
| Cabot Wealth Management Inc | 83,995 | $8.41M | 1.33% | +2,137+2.6% | Added |
| Bourgeon Capital Management LLC | 83,957 | $8.41M | 2.00% | +19,543+30.3% | Added |
| Baxter Bros Inc | 83,894 | $8.40M | 1.32% | +141+0.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 83,761 | $8.39M | 2.46% | +3,665+4.6% | Added |
| Balyasny Asset Management LLC | 83,707 | $8.38M | 0.03% | +52,433+167.7% | Added |
| Mutual Advisors, LLC | 83,485 | $8.36M | 0.34% | +5,217+6.7% | Added |
| Blume Capital Management, Inc. | 83,465 | $8.36M | 2.66% | +75+0.1% | Added |
| Exchange Traded Concepts, LLC | 83,347 | $8.35M | 0.23% | +6,123+7.9% | Added |
| First American Trust, FSB | 83,255 | $8.34M | 1.24% | +20,279+32.2% | Added |
| Shelton Capital Management | 83,138 | $8.32M | 0.35% | +49,638+148.2% | Added |
| Grassi Investment Management | 82,999 | $8.31M | 1.03% | +6,125+8.0% | Added |
| KLCM Advisors, Inc. | 82,861 | $8.30M | 1.65% | −407−0.5% | Reduced |
| Thomasville National Bank | 82,432 | $8.25M | 0.85% | +65,468+385.9% | Added |
| KMG Fiduciary Partners, LLC | 82,387 | $8.25M | 1.18% | +12,014+17.1% | Added |
| John G Ullman & Associates Inc | 82,116 | $8.22M | 1.28% | +21,900+36.4% | Added |
| Veritable, L.P. | 82,002 | $8.21M | 0.14% | +338+0.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 81,930 | $8.20M | 0.73% | −7,587−8.5% | Reduced |
| Bleakley Financial Group, LLC | 82,103 | $8.19M | 0.27% | +7,126+9.5% | Added |
| Metropolitan Life Insurance Co | 81,709 | $8.18M | 0.42% | −23,736−22.5% | Reduced |
| Prudential PLC | 81,634 | $8.17M | 0.10% | −3,722−4.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 81,544 | $8.17M | 0.74% | +213+0.3% | Added |
| Synovus Financial Corp | 81,422 | $8.15M | 0.09% | −2,598−3.1% | Reduced |
| Albion Financial Group | 81,324 | $8.14M | 0.74% | +4,163+5.4% | Added |
| Beaumont Financial Advisors, LLC | 81,233 | $8.13M | 0.82% | +18,496+29.5% | Added |
| E. Ohman J:or Asset Management AB | 81,100 | $8.12M | 0.32% | +2,100+2.7% | Added |
| Wedbush Securities Inc | 81,011 | $8.11M | 0.41% | −2,493−3.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 80,358 | $8.05M | 0.52% | +49,077+156.9% | Added |
| Pacific Heights Asset Management LLC | 80,000 | $8.01M | 0.75% | 00.0% | Unchanged |
| Shellback Capital, LP | 80,000 | $8.01M | 0.90% | +80,000 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 79,651 | $7.97M | 0.93% | +602+0.8% | Added |
| Bryn Mawr Trust Co | 79,536 | $7.96M | 0.35% | +2,135+2.8% | Added |
| Iyo Bank, Ltd. | 79,440 | $7.95M | 4.66% | 00.0% | Unchanged |
| West Coast Financial LLC | 79,312 | $7.94M | 1.22% | +2,289+3.0% | Added |
| Hudson Valley Investment Advisors Inc | 85,318 | $7.93M | 1.11% | +39,077+84.5% | Added |
| LMCG Investments, LLC | 79,163 | $7.93M | 0.53% | +3,804+5.0% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 86,000 | $7.93M | 1.32% | 00.0% | Unchanged |
| EULAV Asset Management | 79,000 | $7.91M | 0.31% | +6,000+8.2% | Added |
| Central Trust Co | 78,709 | $7.88M | 0.23% | −3,896−4.7% | Reduced |
| Tamar Securities, LLC | 78,567 | $7.87M | 2.26% | +23,045+41.5% | Added |
| Tiaa, FSB | 78,484 | $7.86M | 0.03% | −5,921−7.0% | Reduced |
| Ironvine Capital Partners, LLC | 78,060 | $7.82M | 0.99% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 77,772 | $7.79M | 0.75% | +13,101+20.3% | Added |
| Bulltick Wealth Management, LLC | 77,278 | $7.74M | 2.03% | +1,340+1.8% | Added |
| Strategic Wealth Designers | 77,202 | $7.73M | 1.43% | +19,255+33.2% | Added |
| Formuepleje A/S | 77,073 | $7.72M | 0.57% | +5,093+7.1% | Added |
| Bowen Hanes & Co Inc | 76,955 | $7.71M | 0.26% | −1,610−2.0% | Reduced |
| Telos Capital Management, Inc. | 76,506 | $7.66M | 1.07% | −2,877−3.6% | Reduced |
| Edge Wealth Management LLC | 76,081 | $7.62M | 1.75% | −73−0.1% | Reduced |
| Journey Strategic Wealth LLC | 76,019 | $7.61M | 0.80% | +587+0.8% | Added |
| Carret Asset Management, LLC | 75,626 | $7.57M | 1.05% | −5,810−7.1% | Reduced |
| Noesis Capital Mangement Corp | 75,582 | $7.57M | 1.92% | +1,627+2.2% | Added |
| Equitable Holdings, Inc. | 75,401 | $7.55M | 0.12% | +6,839+10.0% | Added |
| Metis Global Partners, LLC | 75,304 | $7.54M | 0.48% | +19,423+34.8% | Added |
| Marble Harbor Investment Counsel, LLC | 74,356 | $7.45M | 0.96% | +31,765+74.6% | Added |
| DCM Advisors, LLC | 73,772 | $7.39M | 3.44% | +507+0.7% | Added |
| Berkshire Asset Management LLC | 73,678 | $7.38M | 0.46% | +1,628+2.3% | Added |
| Westchester Capital Management, Inc. | 73,448 | $7.35M | 2.11% | −2,223−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 73,201 | $7.33M | 0.15% | +24,428+50.1% | Added |
| Wetherby Asset Management Inc | 73,066 | $7.32M | 0.43% | +1,909+2.7% | Added |
| Pacific Global Investment Management CO | 73,001 | $7.31M | 1.60% | −4,664−6.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 72,980 | $7.31M | 0.20% | +11,060+17.9% | Added |
| Advisory Services Network, LLC | 71,723 | $7.18M | 0.20% | +2,118+3.0% | Added |
| Mitchell Sinkler & Starr | 71,636 | $7.17M | 2.12% | +1,168+1.7% | Added |
| Lincoln National Corp | 71,432 | $7.15M | 0.15% | +4,660+7.0% | Added |
| Parthenon LLC | 71,332 | $7.14M | 1.09% | +1,336+1.9% | Added |
| Tower Research Capital LLC (TRC) | 71,068 | $7.12M | 0.23% | −140,749−66.4% | Reduced |
| Tufton Capital Management | 70,835 | $7.09M | 1.53% | +136+0.2% | Added |
| Northwest & Ethical Investments L.P. | 70,739 | $7.08M | 0.24% | −11,804−14.3% | Reduced |
| Moors & Cabot, Inc. | 70,456 | $7.05M | 0.49% | +4,134+6.2% | Added |
| Great Valley Advisor Group, Inc. | 70,409 | $7.05M | 0.33% | −5,999−7.9% | Reduced |
| Appleton Partners Inc | 70,405 | $7.05M | 0.63% | +40.0% | Added |
| Kelly Lawrence W & Associates Inc | 70,046 | $7.01M | 1.90% | −200−0.3% | Reduced |
| BLB&B Advisors, LLC | 69,739 | $6.98M | 0.52% | +3,365+5.1% | Added |
| Motco | 69,677 | $6.98M | 0.47% | +2,876+4.3% | Added |
| Marco Investment Management LLC | 69,618 | $6.97M | 0.79% | −47−0.1% | Reduced |
| First Financial Bank - Trust Division | 69,177 | $6.93M | 0.74% | +5,273+8.3% | Added |
| Baker Chad R | 69,060 | $6.91M | 1.76% | +1,560+2.3% | Added |
| Gunderson Capital Management Inc. | 68,521 | $6.86M | 5.10% | +68,521 | New |
| Edgemoor Investment Advisors, Inc. | 68,069 | $6.82M | 0.83% | −450−0.7% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 67,997 | $6.81M | 2.34% | +2,466+3.8% | Added |
| Girard Partners Ltd. | 67,874 | $6.80M | 0.75% | +4,560+7.2% | Added |
| Burns J W & Co Inc | 67,615 | $6.77M | 1.15% | −393−0.6% | Reduced |
| SG Americas Securities, LLC | 67,493 | $6.76M | 0.09% | +61,042+946.2% | Added |
| Steward Partners Investment Advisory, LLC | 67,481 | $6.76M | 0.11% | −6,819−9.2% | Reduced |
| First Nebraska Trust Co | 66,931 | $6.70M | 0.84% | −665−1.0% | Reduced |
| M&R Capital Management Inc | 66,801 | $6.69M | 1.87% | −328−0.5% | Reduced |
| Evercore Wealth Management, LLC | 66,662 | $6.67M | 0.13% | −21,695−24.6% | Reduced |
| Cullinan Associates Inc | 66,651 | $6.67M | 0.39% | +500+0.8% | Added |
| Janney Capital Management LLC | 66,398 | $6.65M | 0.50% | +11,066+20.0% | Added |
| Lowe Brockenbrough & Co Inc | 66,036 | $6.61M | 0.54% | +2,941+4.7% | Added |