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 |
|---|---|---|---|---|---|
| Lafayette Investments, Inc. | 52,236 | $5.23M | 1.45% | −730−1.4% | Reduced |
| Capital Investment Advisors, LLC | 52,230 | $5.23M | 0.15% | −2,971−5.4% | Reduced |
| Spire Wealth Management | 52,125 | $5.22M | 0.20% | +13,858+36.2% | Added |
| Winslow Asset Management Inc | 52,122 | $5.22M | 1.22% | +289+0.6% | Added |
| Thompson Siegel & Walmsley LLC | 51,761 | $5.18M | 0.08% | +14,635+39.4% | Added |
| Boston Private Wealth LLC | 51,705 | $5.18M | 0.07% | −24,290−32.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 51,612 | $5.17M | 1.24% | +845+1.7% | Added |
| Legal Advantage Investments, Inc. | 51,427 | $5.15M | 3.78% | +560+1.1% | Added |
| Fulton Bank, N.A. | 51,337 | $5.14M | 0.27% | −706−1.4% | Reduced |
| Perennial Advisors, LLC | 51,106 | $5.12M | 1.46% | +795+1.6% | Added |
| Atlantic Union Bankshares Corp | 51,081 | $5.11M | 0.53% | −10,716−17.3% | Reduced |
| Walter Public Investments Inc. | 51,028 | $5.11M | 1.54% | −1,158−2.2% | Reduced |
| BKD Wealth Advisors, LLC | 51,024 | $5.11M | 0.17% | +7,061+16.1% | Added |
| Schmidt P J Investment Management Inc | 51,052 | $5.10M | 1.07% | −1,766−3.3% | Reduced |
| Empirical Finance, LLC | 50,923 | $5.10M | 0.48% | +2,404+5.0% | Added |
| Leavell Investment Management, Inc. | 50,795 | $5.09M | 0.36% | −5,659−10.0% | Reduced |
| IPG Investment Advisors LLC | 50,784 | $5.09M | 1.16% | +8,030+18.8% | Added |
| LVM Capital Management Ltd | 50,642 | $5.07M | 0.70% | +745+1.5% | Added |
| Redwood Investments, LLC | 50,496 | $5.06M | 0.65% | +17,622+53.6% | Added |
| Clearstead Advisors, LLC | 50,332 | $5.04M | 0.37% | +598+1.2% | Added |
| Northwest Bancshares, Inc. | 50,242 | $5.03M | 0.97% | +1,155+2.4% | Added |
| Nwam LLC | 50,083 | $5.01M | 0.51% | +30,922+161.4% | Added |
| Citizens National Bank Trust Department | 49,924 | $5.00M | 1.39% | −585−1.2% | Reduced |
| K.J. Harrison & Partners Inc | 51,367 | $4.99M | 1.01% | −36,320−41.4% | Reduced |
| Stony Point Wealth Management Inc. | 49,686 | $4.98M | 2.58% | −1,340−2.6% | Reduced |
| Koshinski Asset Management, Inc. | 49,222 | $4.93M | 0.48% | −1,564−3.1% | Reduced |
| Trust Co of Toledo NA | 48,787 | $4.89M | 0.87% | +480+1.0% | Added |
| Sara-Bay Financial | 48,655 | $4.87M | 2.49% | −4,088−7.8% | Reduced |
| Highland Capital Management, LLC | 48,478 | $4.85M | 0.36% | +1,414+3.0% | Added |
| Cozad Asset Management Inc | 48,399 | $4.85M | 0.64% | −5,292−9.9% | Reduced |
| Eagle Rock Investment Company, LLC | 48,304 | $4.84M | 1.11% | +6,950+16.8% | Added |
| Freestone Capital Holdings, LLC | 48,259 | $4.83M | 0.21% | −1,907−3.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 48,220 | $4.83M | 0.65% | −1,071−2.2% | Reduced |
| Ostrum Asset Management | 48,203 | $4.83M | 0.42% | +48,203 | New |
| First Western Trust Bank | 48,146 | $4.82M | 0.25% | +2,514+5.5% | Added |
| Independent Investors Inc | 48,040 | $4.81M | 1.19% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 47,894 | $4.80M | 0.60% | +31,090+185.0% | Added |
| Yarbrough Capital, LLC | 47,781 | $4.78M | 0.39% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 47,734 | $4.78M | 0.60% | −8,066−14.5% | Reduced |
| Key Financial Inc | 47,619 | $4.77M | 1.74% | +176+0.4% | Added |
| DRW Securities, LLC | 47,267 | $4.73M | 0.69% | +47,267 | New |
| Altrafin AG | 47,114 | $4.72M | 2.32% | +820+1.8% | Added |
| Meyer Handelman Co | 47,031 | $4.71M | 0.20% | +1,875+4.2% | Added |
| Cresset Asset Management, LLC | 46,911 | $4.70M | 0.09% | −12,878−21.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 46,864 | $4.69M | 0.20% | −102−0.2% | Reduced |
| PFS Investments Inc. | 46,689 | $4.67M | 0.08% | −30,517−39.5% | Reduced |
| Hyman Charles D | 46,598 | $4.67M | 0.31% | +4,149+9.8% | Added |
| Simmons Bank | 46,593 | $4.67M | 0.40% | −1,577−3.3% | Reduced |
| GHP Investment Advisors, Inc. | 46,544 | $4.66M | 0.30% | +3,073+7.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 46,400 | $4.65M | 0.09% | −143,209−75.5% | Reduced |
| AQR Capital Management LLC | 46,969 | $4.63M | 0.01% | −53,251−53.1% | Reduced |
| Princeton Capital Management LLC | 46,166 | $4.62M | 1.98% | −1,812−3.8% | Reduced |
| Somerville Kurt F | 45,851 | $4.59M | 0.84% | +12,745+38.5% | Added |
| Beech Hill Advisors, Inc. | 45,830 | $4.59M | 2.31% | −240−0.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 45,718 | $4.58M | 2.44% | +1,138+2.6% | Added |
| Siemens Fonds Invest GmbH | 45,606 | $4.57M | 0.48% | −2,358−4.9% | Reduced |
| Brave Asset Management Inc | 45,402 | $4.55M | 1.45% | +21,579+90.6% | Added |
| Fiduciary Alliance LLC | 45,352 | $4.54M | 1.14% | +1,837+4.2% | Added |
| Harbor Advisors LLC | 45,320 | $4.54M | 1.06% | −10,818−19.3% | Reduced |
| IHT Wealth Management, LLC | 45,215 | $4.53M | 0.26% | +1,333+3.0% | Added |
| Illinois Municipal Retirement Fund | 45,186 | $4.52M | 0.10% | 00.0% | Unchanged |
| Telemus Capital, LLC | 45,175 | $4.52M | 0.40% | +772+1.7% | Added |
| Institute for Wealth Management, LLC. | 45,068 | $4.51M | 0.88% | +2,196+5.1% | Added |
| Gluskin Sheff & Assoc Inc | 45,001 | $4.51M | 0.25% | −3,176−6.6% | Reduced |
| Eisler Capital (US) LLC | 45,000 | $4.51M | 2.27% | +45,000 | New |
| Cubic Asset Management, LLC | 44,923 | $4.50M | 1.26% | −445−1.0% | Reduced |
| Shufro Rose & Co LLC | 44,842 | $4.49M | 0.42% | −1,196−2.6% | Reduced |
| Costello Asset Management, INC | 44,809 | $4.49M | 4.62% | −155−0.3% | Reduced |
| NFJ Investment Group, LLC | 44,770 | $4.48M | 0.12% | +7,394+19.8% | Added |
| Bank of Nova Scotia Trust Co | 44,702 | $4.48M | 0.49% | +2,708+6.4% | Added |
| Ironwood Investment Counsel, LLC | 44,595 | $4.47M | 1.06% | +4,828+12.1% | Added |
| Chapman Investment Management, LLC | 44,505 | $4.46M | 3.67% | −832−1.8% | Reduced |
| Capstone Investment Advisors, LLC | 44,321 | $4.44M | 0.14% | −10,348−18.9% | Reduced |
| Belpointe Asset Management LLC | 44,297 | $4.44M | 0.24% | −4,919−10.0% | Reduced |
| CAPROCK Group, Inc. | 44,162 | $4.42M | 0.34% | +2,750+6.6% | Added |
| Annex Advisory Services, LLC | 44,158 | $4.42M | 0.24% | +863+2.0% | Added |
| Capital Investment Counsel, Inc | 44,091 | $4.41M | 1.01% | −3,122−6.6% | Reduced |
| swisspartners Advisors Ltd | 44,003 | $4.41M | 3.68% | −75−0.2% | Reduced |
| IFP Advisors, Inc | 38,911 | $4.40M | 0.21% | −50,452−56.5% | Reduced |
| Farmers National Bank | 43,812 | $4.39M | 1.55% | +2,319+5.6% | Added |
| Bard Financial Services, Inc. | 43,780 | $4.38M | 0.35% | −40−0.1% | Reduced |
| Kennon-Green & Company, LLC | 43,739 | $4.38M | 4.15% | +4,795+12.3% | Added |
| Schwerin Boyle Capital Management Inc | 43,650 | $4.37M | 0.45% | −2,300−5.0% | Reduced |
| RNC Capital Management LLC | 43,335 | $4.34M | 0.24% | +1,246+3.0% | Added |
| HM Payson & Co | 43,298 | $4.34M | 0.10% | −1,188−2.7% | Reduced |
| South State Corp. | 43,215 | $4.33M | 0.40% | −6,454−13.0% | Reduced |
| Vestcor Inc | 43,074 | $4.31M | 0.16% | −173−0.4% | Reduced |
| Wallington Asset Management, LLC | 43,072 | $4.31M | 0.86% | +420+1.0% | Added |
| Charter Trust Co | 43,042 | $4.31M | 0.34% | +1,843+4.5% | Added |
| Schnieders Capital Management LLC | 42,997 | $4.31M | 0.97% | −7,435−14.7% | Reduced |
| Mission Wealth Management, LP | 42,881 | $4.29M | 0.18% | +2,054+5.0% | Added |
| Rice Partnership, LLC | 42,846 | $4.29M | 1.29% | +341+0.8% | Added |
| Quantinno Capital Management LP | 42,769 | $4.28M | 0.28% | +8,460+24.7% | Added |
| Moreno Evelyn V | 42,693 | $4.27M | 0.97% | +1,861+4.6% | Added |
| Pariax, LLC | 42,662 | $4.27M | 13.00% | +3,684+9.5% | Added |
| Close Asset Management Ltd | 42,514 | $4.25M | 0.21% | +7,252+20.6% | Added |
| Hunter Associates Investment Management LLC | 42,280 | $4.24M | 0.91% | −759−1.8% | Reduced |
| Welch Group, LLC | 42,208 | $4.23M | 0.25% | +7,428+21.4% | Added |
| Bridge Creek Capital Management LLC | 42,205 | $4.23M | 1.59% | +277+0.7% | Added |
| Evoke Wealth, LLC | 72,197 | $4.22M | 0.15% | +3,345+4.9% | Added |