Skip to main content

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; 2,949 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 2021

Institutional positions in Walt Disney Co as of Mar 31, 2021. 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
3,174
No complete 13F data for Q4 2020
Shares held
1.18B
No complete 13F data for Q4 2020
Total value
$218.1B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 3,174 institutions
Q1 2021: 3,174 institutionsQ2 2021: 3,114 institutionsQ3 2021: 3,097 institutionsQ4 2021: 3,374 institutionsQ1 2022: 3,297 institutionsQ2 2022: 3,015 institutionsQ3 2022: 3,005 institutionsQ4 2022: 2,995 institutionsQ1 2023: 3,076 institutionsQ2 2023: 2,962 institutionsQ3 2023: 2,831 institutionsQ4 2023: 3,009 institutionsQ1 2024: 3,178 institutionsQ2 2024: 3,034 institutionsQ3 2024: 2,940 institutionsQ4 2024: 3,248 institutionsQ1 2025: 3,076 institutionsQ2 2025: 3,209 institutionsQ3 2025: 3,082 institutionsQ4 2025: 3,186 institutionsQ1 2026: 3,016 institutionsQ2 2026: 2,949 institutions
Value heldQ1 2021: $218.1B
Q1 2021: $218.1BQ2 2021: $208.0BQ3 2021: $200.3BQ4 2021: $181.8BQ1 2022: $158.8BQ2 2022: $107.4BQ3 2022: $109.7BQ4 2022: $100.6BQ1 2023: $116.4BQ2 2023: $102.4BQ3 2023: $94.4BQ4 2023: $109.0BQ1 2024: $152.6BQ2 2024: $122.6BQ3 2024: $119.2BQ4 2024: $141.5BQ1 2025: $127.0BQ2 2025: $162.0BQ3 2025: $148.5BQ4 2025: $151.4BQ1 2026: $125.0BQ2 2026: $127.3B
Institutions holding DIS and their total value by quarter
QuarterHoldersValue
Q2 20262,949$127.3B
Q1 20263,016$125.0B
Q4 20253,186$151.4B
Q3 20253,082$148.5B
Q2 20253,209$162.0B
Q1 20253,076$127.0B
Q4 20243,248$141.5B
Q3 20242,940$119.2B
Q2 20243,034$122.6B
Q1 20243,178$152.6B
Q4 20233,009$109.0B
Q3 20232,831$94.4B
Q2 20232,962$102.4B
Q1 20233,076$116.4B
Q4 20222,995$100.6B
Q3 20223,005$109.7B
Q2 20223,015$107.4B
Q1 20223,297$158.8B
Q4 20213,374$181.8B
Q3 20213,097$200.3B
Q2 20213,114$208.0B
Q1 20213,174$218.1B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Walt Disney Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding DIS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Legacy Advisors, LLC14,093$2.60M1.15%––
Wealthsource Partners, LLC14,073$2.60M0.26%––
St. Johns Investment Management Company, LLC13,995$2.58M1.49%––
Livingston Group Asset Management CO (operating as Southport Capital Management)13,989$2.58M0.68%––
Exchange Traded Concepts, LLC13,964$2.58M0.10%––
Aj Wealth Strategies, LLC13,968$2.58M0.18%––
Bigelow Investment Advisors, LLC13,926$2.57M1.30%––
Ledyard National Bank13,913$2.57M0.28%––
Cypress Capital Group13,918$2.57M0.36%––
CPWM, LLC13,907$2.57M0.22%––
Northstar Advisory Group, LLC13,838$2.55M1.95%––
GSB Wealth Management, LLC13,803$2.55M0.85%––
Creegan & Nassoura Financial Group, LLC13,783$2.54M2.27%––
Investors Asset Management of Georgia Inc13,775$2.54M1.47%––
Martin & Co Inc13,777$2.54M0.64%––
Resonant Capital Advisors, LLC13,760$2.54M0.52%––
Wall Street Access Asset Management, LLC13,744$2.54M1.63%––
Patriot Financial Group Insurance Agency, LLC13,708$2.53M0.58%––
Optimus Prime Fund Management Co., Ltd.30,286$2.52M0.23%––
LCNB Corp13,633$2.52M1.37%––
Investment Research & Advisory Group, Inc.13,623$2.51M1.87%––
MV Capital Management, Inc.13,619$2.51M0.46%––
Glassman Wealth Services13,614$2.51M0.54%––
Edge Capital Group, LLC13,612$2.51M0.21%––
Budros, Ruhlin & Roe, Inc.13,600$2.51M0.30%––
Iowa State Bank13,600$2.51M0.75%––
Adirondack Trust Co13,592$2.51M1.34%––
Wright Investors Service Inc13,585$2.51M0.76%––
Cumberland Partners Ltd13,588$2.51M0.21%––
DFPG Investments, LLC13,295$2.51M1.07%––
Mitchell & Pahl Private Wealth, LLC13,572$2.50M1.95%––
Winthrop Advisory Group LLC13,554$2.50M0.62%––
Tandem Capital Management Corp13,530$2.50M1.73%––
Sax Wealth Advisors, LLC13,534$2.50M0.91%––
Thoroughbred Financial Services, LLC13,508$2.49M0.69%––
Somerset Group LLC13,475$2.49M1.88%––
Whitener Capital Management, Inc.13,470$2.48M1.08%––
Waldron Private Wealth LLC13,456$2.48M0.17%––
JFS Wealth Advisors, LLC13,424$2.48M0.51%––
Cary Street Partners Asset Management LLC97,685$2.47M0.61%––
JSF Financial, LLC13,315$2.46M1.54%––
Taylor Hoffman Wealth Management13,308$2.46M1.12%––
Kore Private Wealth LLC13,282$2.45M0.33%––
Blue Fin Capital, Inc.13,276$2.45M0.84%––
Capstone Triton Financial Group, LLC13,252$2.44M1.62%––
Trellus Management Company, LLC13,200$2.44M2.80%––
Central Bank & Trust Co13,170$2.43M0.41%––
GPS Wealth Strategies Group, LLC13,169$2.43M0.72%––
CRA Financial Services, LLC13,158$2.43M0.94%––
Brown Miller Wealth Management, LLC13,145$2.43M1.71%––
Quattro Financial Advisors LLC12,981$2.42M0.55%––
Aull & Monroe Investment Management Corp13,128$2.42M1.18%––
Loveless Wealth Management LLC13,072$2.41M1.59%––
Glenview State Bank Trust Dept.13,041$2.41M0.78%––
Jacobsen Capital Management13,042$2.41M1.33%––
Monarch Capital Management Inc13,033$2.40M0.71%––
Compton Wealth Advisory Group, LLC13,015$2.40M1.37%––
Sovarnum Capital L.P.13,000$2.40M1.81%––
LSV Asset Management13,000$2.40M0.00%––
NorthRock Partners, LLC12,982$2.40M0.22%––
Canal Capital Management, LLC12,978$2.40M0.82%––
Sullivan, Bruyette, Speros & Blaney, LLC12,976$2.39M0.11%––
Toroso Investments, LLC12,971$2.39M0.11%––
Friess Associates LLC12,966$2.39M0.93%––
Costello Asset Management, INC12,892$2.38M1.64%––
Camden Capital, LLC12,876$2.38M0.64%––
Global Trust Asset Management, LLC12,869$2.38M1.31%––
Norway Savings Bank12,857$2.37M1.25%––
Dimension Capital Management LLC12,836$2.37M0.56%––
First Business Financial Services, Inc.12,742$2.35M0.31%––
Bangor Savings Bank12,732$2.35M0.28%––
Hartline Investment Corp12,727$2.35M0.36%––
Johnson Financial Group, Inc.12,719$2.35M0.16%––
United Bank12,710$2.35M0.32%––
Inscription Capital, LLC12,659$2.34M0.80%––
New Potomac Partners, LLC12,630$2.33M1.71%––
Modus Advisors, LLC12,506$2.31M1.07%––
Atlas Capital Advisors LLC12,413$2.29M0.45%––
Lester Murray Antman dba SimplyRich12,410$2.29M0.91%––
Pinnacle Holdings, LLC12,403$2.29M1.06%––
United Maritime Capital LLC12,400$2.29M1.89%––
Sandhill Capital Partners LLC12,370$2.28M0.19%––
Valley Brook Capital Group12,362$2.28M2.06%––
First Quadrant L P12,354$2.28M0.24%––
Miracle Mile Advisors, LLC12,338$2.28M0.13%––
Haverford Financial Services, Inc.12,284$2.27M0.59%––
Cypress Capital Management LLC12,213$2.25M0.31%––
Meristem Family Wealth, LLC12,202$2.25M0.45%––
Smith Anglin Financial, LLC12,157$2.24M0.48%––
TD Private Client Wealth LLC12,155$2.24M0.10%––
Csenge Advisory Group11,934$2.24M0.23%––
Tiedemann Advisors, LLC12,154$2.24M0.10%––
Doheny Asset Management12,123$2.24M1.52%––
Founders Financial Securities LLC12,109$2.23M0.51%––
B. Riley Wealth Management, Inc.12,107$2.23M0.26%––
Prestige Wealth Management Group LLC12,108$2.23M0.61%––
Fernwood Investment Management, LLC12,081$2.23M0.82%––
Hoertkorn Richard Charles12,070$2.23M1.10%––
HawsGoodwin Investment Management LLC12,068$2.23M0.71%––
Burke & Herbert Bank & Trust Co12,046$2.22M1.52%––