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 |
|---|---|---|---|---|---|
| CWM, LLC | 65,568 | $6.57M | 0.04% | +9,961+17.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 65,499 | $6.56M | 2.62% | +7,745+13.4% | Added |
| Hillman Capital Management, Inc. | 65,490 | $6.56M | 2.48% | −254−0.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 65,139 | $6.52M | 1.08% | +57,966+808.1% | Added |
| WoodTrust Financial Corp | 65,083 | $6.52M | 1.26% | +13,344+25.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 65,002 | $6.51M | 0.53% | −331−0.5% | Reduced |
| Buckingham Capital Management, Inc. | 64,775 | $6.49M | 1.04% | +2,077+3.3% | Added |
| Brookstone Capital Management | 64,562 | $6.48M | 0.13% | +8,636+15.4% | Added |
| Exencial Wealth Advisors, LLC | 64,450 | $6.45M | 0.33% | −8,466−11.6% | Reduced |
| Stelac Advisory Services LLC | 64,175 | $6.43M | 2.79% | +120+0.2% | Added |
| Zeno Research, LLC | 64,027 | $6.41M | 4.29% | +26,149+69.0% | Added |
| Perigon Wealth Management, LLC | 63,759 | $6.38M | 0.36% | −7,371−10.4% | Reduced |
| Ancora Advisors, LLC | 63,232 | $6.33M | 0.18% | +392+0.6% | Added |
| Anchor Investment Management, LLC | 62,089 | $6.22M | 0.85% | −904−1.4% | Reduced |
| Colony Capital, Inc. | 62,074 | $6.22M | 0.77% | +62,074 | New |
| Toroso Investments, LLC | 61,695 | $6.18M | 0.20% | +5,518+9.8% | Added |
| Pioneer Trust Bank N A | 61,632 | $6.17M | 1.82% | +805+1.3% | Added |
| Roundview Capital LLC | 61,531 | $6.16M | 0.64% | −13,320−17.8% | Reduced |
| Motley Fool Wealth Management, LLC | 60,936 | $6.10M | 0.38% | +1,467+2.5% | Added |
| Columbia Asset Management | 60,923 | $6.10M | 1.39% | +4,169+7.3% | Added |
| WealthBridge Investment Counsel Inc. | 60,711 | $6.08M | 2.69% | −1,760−2.8% | Reduced |
| Argent Trust Co | 60,548 | $6.06M | 0.38% | +2,338+4.0% | Added |
| Papp L Roy & Associates | 60,535 | $6.06M | 0.82% | −28,657−32.1% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 60,349 | $6.04M | 0.39% | −1,391−2.3% | Reduced |
| NZS Capital, LLC | 60,224 | $6.03M | 0.32% | −940−1.5% | Reduced |
| Anderson Hoagland & Co | 60,106 | $6.02M | 0.86% | +5,904+10.9% | Added |
| Gifford Fong Associates | 60,039 | $6.01M | 1.58% | −39,981−40.0% | Reduced |
| Sand Hill Global Advisors, LLC | 60,011 | $6.01M | 0.32% | +1,871+3.2% | Added |
| Independent Advisor Alliance | 60,010 | $6.01M | 0.29% | −2,034−3.3% | Reduced |
| Wade G W & Inc | 59,934 | $6.00M | 0.23% | −1,062−1.7% | Reduced |
| 1st Source Bank | 59,867 | $5.99M | 0.40% | −1,269−2.1% | Reduced |
| Advisor Partners II, LLC | 59,614 | $5.97M | 0.33% | +12,471+26.5% | Added |
| Brown Brothers Harriman & Co | 59,444 | $5.95M | 0.05% | +2,665+4.7% | Added |
| Global Retirement Partners, LLC | 58,886 | $5.94M | 0.32% | +4,835+8.9% | Added |
| Aptus Capital Advisors, LLC | 59,159 | $5.92M | 0.17% | +2,991+5.3% | Added |
| Vision Capital Management, Inc. | 59,150 | $5.92M | 1.07% | −6,086−9.3% | Reduced |
| Sonora Investment Management Group, LLC | 59,130 | $5.92M | 0.52% | +1,013+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 58,942 | $5.90M | 0.02% | +2,706+4.8% | Added |
| McCollum Christoferson Group LLC | 58,858 | $5.89M | 1.82% | −198−0.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 58,678 | $5.88M | 0.30% | +5,941+11.3% | Added |
| City Holding Co | 58,504 | $5.86M | 1.05% | +312+0.5% | Added |
| Pallas Capital Advisors LLC | 58,675 | $5.85M | 0.55% | +14,554+33.0% | Added |
| Power Corp of Canada | 62,167 | $5.85M | 0.61% | +12,171+24.3% | Added |
| Atwater Malick LLC | 58,113 | $5.82M | 2.73% | +2,456+4.4% | Added |
| Welch & Forbes LLC | 57,930 | $5.80M | 0.10% | −3,126−5.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 57,641 | $5.77M | 0.09% | +18,027+45.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 57,424 | $5.75M | 0.15% | +286+0.5% | Added |
| Acadian Asset Management LLC | 57,377 | $5.74M | 0.03% | +45,862+398.3% | Added |
| Baker Tilly Wealth Management, LLC | 57,302 | $5.74M | 0.65% | +6,694+13.2% | Added |
| Logan Capital Management Inc | 57,062 | $5.71M | 0.28% | −180.0% | Reduced |
| Talbot Financial, LLC | 57,022 | $5.71M | 1.06% | +3,681+6.9% | Added |
| Lyell Wealth Management, LP | 57,003 | $5.71M | 0.80% | −1,805−3.1% | Reduced |
| Essex Investment Management Co LLC | 56,921 | $5.70M | 0.83% | +8,391+17.3% | Added |
| Exchange Capital Management, Inc. | 56,640 | $5.67M | 1.15% | +7,453+15.2% | Added |
| Mogy Joel R Investment Counsel Inc | 56,456 | $5.65M | 0.50% | −2,204−3.8% | Reduced |
| Clough Capital Partners L P | 56,400 | $5.65M | 0.61% | +56,400 | New |
| GAM Holding AG | 56,373 | $5.64M | 0.39% | −3,745−6.2% | Reduced |
| Narwhal Capital Management | 56,140 | $5.62M | 0.70% | +16,161+40.4% | Added |
| Fagan Associates, Inc. | 56,135 | $5.62M | 1.40% | −766−1.3% | Reduced |
| FAI Wealth Management | 55,958 | $5.60M | 5.09% | −344−0.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 55,920 | $5.60M | 1.18% | −1,880−3.3% | Reduced |
| Hoylecohen, LLC | 55,889 | $5.60M | 0.52% | +701+1.3% | Added |
| Desjardins Global Asset Management Inc. | 55,755 | $5.58M | 0.70% | +35,284+172.4% | Added |
| Private Asset Management Inc | 55,738 | $5.58M | 0.92% | −14,481−20.6% | Reduced |
| Toth Financial Advisory Corp | 55,714 | $5.58M | 0.87% | +261+0.5% | Added |
| CenterBook Partners LP | 55,541 | $5.56M | 0.79% | +44,032+382.6% | Added |
| Fragasso Group Inc. | 55,449 | $5.55M | 0.63% | +5,162+10.3% | Added |
| Pictet & Cie (Europe) SA | 55,400 | $5.55M | 0.23% | −63,217−53.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 55,224 | $5.53M | 1.35% | −292−0.5% | Reduced |
| Taconic Capital Advisors LP | 55,000 | $5.51M | 0.34% | +30,000+120.0% | Added |
| Dynamic Advisor Solutions LLC | 54,979 | $5.51M | 0.32% | +11,342+26.0% | Added |
| Americana Partners, LLC | 54,801 | $5.49M | 0.87% | +6,002+12.3% | Added |
| River Wealth Advisors LLC | 54,399 | $5.45M | 0.99% | −1,018−1.8% | Reduced |
| Courier Capital LLC | 54,287 | $5.44M | 0.60% | −941−1.7% | Reduced |
| Kinneret Advisory, LLC | 54,170 | $5.42M | 0.70% | −2,910−5.1% | Reduced |
| Phoenix Holdings Ltd. | 54,366 | $5.42M | 0.12% | +15,132+38.6% | Added |
| Ar Asset Management Inc | 53,975 | $5.41M | 1.45% | +9,260+20.7% | Added |
| Bradley & Co. Private Wealth Management, LLC | 53,947 | $5.40M | 5.92% | +7,089+15.1% | Added |
| Steel Peak Wealth Management LLC | 53,945 | $5.40M | 0.37% | +3,970+7.9% | Added |
| BTC Capital Management, Inc. | 54,040 | $5.40M | 0.62% | +1,390+2.6% | Added |
| Stamos Capital Partners, L.P. | 53,880 | $5.40M | 1.39% | +19,530+56.9% | Added |
| First National Trust Co | 53,858 | $5.39M | 0.29% | −1,589−2.9% | Reduced |
| Van Den Berg Management I, Inc | 53,844 | $5.39M | 2.01% | −132−0.2% | Reduced |
| Signaturefd, LLC | 53,781 | $5.39M | 0.15% | +512+1.0% | Added |
| Cutler Group LP | 53,766 | $5.38M | 0.85% | −25,153−31.9% | Reduced |
| Van Strum & Towne Inc. | 53,760 | $5.38M | 2.30% | +1,001+1.9% | Added |
| Marietta Wealth Management, LLC | 53,670 | $5.37M | 1.14% | +2,863+5.6% | Added |
| Brown Shipley& Co Ltd | 53,296 | $5.34M | 3.44% | +53,296 | New |
| Edmond de Rothschild Holding S.A. | 53,219 | $5.33M | 0.12% | −8,280−13.5% | Reduced |
| HB Wealth Management, LLC | 53,034 | $5.31M | 0.09% | −3,292−5.8% | Reduced |
| Means Investment Co., Inc. | 52,942 | $5.30M | 0.93% | −51−0.1% | Reduced |
| Karpas Strategies, LLC | 52,873 | $5.29M | 1.87% | −586−1.1% | Reduced |
| Everence Capital Management Inc | 52,802 | $5.29M | 0.43% | 00.0% | Unchanged |
| NBT Bank N A | 52,775 | $5.28M | 0.77% | −55−0.1% | Reduced |
| Strategy Asset Managers LLC | 52,739 | $5.28M | 1.29% | −464−0.9% | Reduced |
| FORA Capital, LLC | 52,736 | $5.28M | 0.53% | +17,685+50.5% | Added |
| Kempner Capital Management Inc. | 52,729 | $5.28M | 3.09% | 00.0% | Unchanged |
| Novare Capital Management LLC | 52,522 | $5.26M | 0.60% | +8,298+18.8% | Added |
| Beta Wealth Group, Inc. | 52,291 | $5.24M | 3.00% | +6,748+14.8% | Added |
| Synergy Financial Management, LLC | 52,259 | $5.23M | 1.28% | +4,146+8.6% | Added |