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, Q3 2021
Institutional positions in Walt Disney Co as of Sep 30, 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
- 3,097
- +27 vs. Q2 2021
- Shares held
- 1.18B
- +2.05M (+0.2%) vs. Q2 2021
- Total value
- $200.3B
- −$7.22B (−3.5%) vs. Q2 2021
- New holders
- 139
- 1,447 more added
- Sold out
- 112
- 1,117 more reduced
44 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: 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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $181.8B |
| Q3 2021 | 3,097 | $200.3B |
| Q2 2021 | 3,114 | $208.0B |
| Q1 2021 | 3,174 | $218.1B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Reitz Capital Advisors LLC | 5,172 | $875.0K | 0.66% | −130−2.5% | Reduced |
| Wealth Quarterback LLC | 12,258 | $876.0K | 0.58% | +6,756+122.8% | Added |
| KCS Wealth Advisory | 5,184 | $877.0K | 0.41% | −30−0.6% | Reduced |
| Evermay Wealth Management LLC | 5,192 | $878.0K | 0.17% | −548−9.5% | Reduced |
| Platte River Wealth Advisors, LLC | 5,196 | $879.0K | 0.33% | +120+2.4% | Added |
| Tectonic Advisors LLC | 5,199 | $879.0K | 0.17% | +441+9.3% | Added |
| Pinnacle Bancorp, Inc. | 5,199 | $880.0K | 0.35% | −301−5.5% | Reduced |
| Meitav Dash Investments Ltd | 5,157 | $881.0K | 0.01% | −9,129−63.9% | Reduced |
| McLean Asset Management Corp | 5,121 | $881.0K | 0.34% | +126+2.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,222 | $883.0K | 0.01% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 5,223 | $884.0K | 0.47% | +92+1.8% | Added |
| Eclectic Associates Inc | 5,233 | $885.0K | 0.65% | +2,173+71.0% | Added |
| Oxford Financial Group Ltd | 5,255 | $889.0K | 0.11% | −4,719−47.3% | Reduced |
| First Personal Financial Services | 5,262 | $890.0K | 0.22% | −152−2.8% | Reduced |
| Old North State Trust, LLC | 5,260 | $890.0K | 0.79% | +77+1.5% | Added |
| Capital Advisors Wealth Management, LLC | 5,269 | $891.0K | 0.32% | +540+11.4% | Added |
| Ellis Investment Partners, LLC | 5,281 | $893.0K | 0.23% | +235+4.7% | Added |
| Auxano Advisors, LLC | 5,281 | $893.0K | 0.40% | +300+6.0% | Added |
| Acorn Wealth Advisors, LLC | 5,283 | $894.0K | 0.63% | +50+1.0% | Added |
| Verition Fund Management LLC | 5,288 | $895.0K | 0.01% | +948+21.8% | Added |
| Foster Group, Inc. | 5,303 | $897.0K | 0.09% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 5,321 | $900.0K | 0.72% | −12−0.2% | Reduced |
| Premier Asset Management LLC | 5,320 | $900.0K | 0.12% | +215+4.2% | Added |
| Horizon Investment Services, LLC | 5,336 | $903.0K | 0.44% | −232−4.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,335 | $903.0K | 0.00% | +324+6.5% | Added |
| LCM Capital Management Inc | 5,363 | $907.0K | 0.77% | −16−0.3% | Reduced |
| Neumann Capital Management, LLC | 5,364 | $907.0K | 0.41% | 00.0% | Unchanged |
| Close Asset Management Ltd | 5,368 | $908.0K | 0.04% | +50+0.9% | Added |
| Paragon Capital Management Ltd | 5,379 | $910.0K | 0.16% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 5,394 | $912.5K | 0.46% | −17−0.3% | Reduced |
| Capital City Trust Co | 5,432 | $919.0K | 0.29% | −220−3.9% | Reduced |
| Corrigan Financial, Inc. | 5,438 | $920.0K | 0.28% | +905+20.0% | Added |
| Wealthquest Corp | 5,458 | $923.0K | 0.16% | −97−1.7% | Reduced |
| MTM Investment Management, LLC | 5,461 | $924.0K | 0.50% | +35+0.6% | Added |
| TSFG, LLC | 5,467 | $925.0K | 0.36% | +155+2.9% | Added |
| Maven Securities LTD | 5,473 | $926.0K | 0.11% | +1,931+54.5% | Added |
| Ulysses Management LLC | 5,500 | $930.0K | 0.16% | −3,500−38.9% | Reduced |
| S. Muoio & Co. LLC | 5,500 | $930.0K | 0.78% | −1,000−15.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,497 | $930.0K | 0.81% | +5,497 | New |
| Latitude Advisors, LLC | 5,512 | $932.0K | 0.30% | +2,740+98.8% | Added |
| First Heartland Consultants, Inc. | 5,520 | $934.0K | 0.14% | −546−9.0% | Reduced |
| Wealth Management Partners, LLC | 5,524 | $934.0K | 0.69% | −93−1.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,527 | $935.0K | 0.40% | +98+1.8% | Added |
| GYL Financial Synergies, LLC | 5,526 | $935.0K | 0.48% | +414+8.1% | Added |
| Baystate Wealth Management LLC | 5,533 | $936.0K | 0.09% | −279−4.8% | Reduced |
| Simon Quick Advisors, LLC | 5,543 | $937.0K | 0.24% | +2,021+57.4% | Added |
| PFG Advisors | 5,547 | $938.0K | 0.11% | +370+7.1% | Added |
| TCI Wealth Advisors, Inc. | 5,554 | $940.0K | 0.15% | −389−6.5% | Reduced |
| O'Dell Group, LLC | 5,558 | $940.0K | 0.30% | −13−0.2% | Reduced |
| Sigma Investment Counselors Inc | 5,555 | $940.0K | 0.07% | +87+1.6% | Added |
| Altus Wealth Group LLC | 5,568 | $942.0K | 0.94% | +681+13.9% | Added |
| Summit Financial Strategies, Inc. | 5,575 | $943.0K | 0.20% | +102+1.9% | Added |
| Accretive Wealth Partners, LLC | 5,579 | $944.0K | 0.67% | +13+0.2% | Added |
| DT Investment Partners, LLC | 5,586 | $945.0K | 0.13% | +5,586 | New |
| Paradigm Financial Advisors, LLC | 5,596 | $947.0K | 0.22% | +346+6.6% | Added |
| One Capital Management, LLC | 5,611 | $949.0K | 0.08% | +2,331+71.1% | Added |
| Youngs Advisory Group, Inc. | 5,642 | $954.0K | 0.72% | +1,150+25.6% | Added |
| Summit Trail Advisors, LLC | 5,647 | $955.0K | 0.07% | −166−2.9% | Reduced |
| Cardinal Strategic Wealth Guidance | 5,646 | $955.0K | 0.50% | 00.0% | Unchanged |
| Peterson Wealth Management | 5,674 | $960.0K | 0.74% | −294−4.9% | Reduced |
| Center for Financial Planning, Inc. | 5,698 | $964.0K | 0.23% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,713 | $966.0K | 0.05% | −454−7.4% | Reduced |
| Green Harvest Asset Management LLC | 5,316 | $966.0K | 0.15% | +207+4.1% | Added |
| Orrstown Financial Services Inc | 5,717 | $967.0K | 1.53% | −443−7.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,731 | $969.0K | 0.53% | +194+3.5% | Added |
| Peachtree Investment Partners, LLC | 5,732 | $970.0K | 0.47% | −197−3.3% | Reduced |
| Cape Ann Savings Bank | 5,736 | $970.0K | 0.63% | +99+1.8% | Added |
| First National Bank of South Miami | 5,753 | $973.0K | 0.65% | +120+2.1% | Added |
| Tarbox Family Office, Inc. | 5,757 | $974.0K | 0.18% | −1,043−15.3% | Reduced |
| CMG Global Holdings, LLC | 5,757 | $974.0K | 0.73% | −550−8.7% | Reduced |
| Harbor Financial Services, LLC | 5,772 | $976.0K | 0.43% | −466−7.5% | Reduced |
| Smithbridge Asset Management Inc | 5,783 | $978.0K | 0.32% | 00.0% | Unchanged |
| Granger Management LLC | 5,606 | $979.0K | 0.17% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 5,800 | $981.0K | 0.24% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 5,810 | $982.9K | 0.64% | −5,155−47.0% | Reduced |
| Ayalon Holdings Ltd. | 5,590 | $984.0K | 0.35% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 5,837 | $987.0K | 0.62% | −40−0.7% | Reduced |
| Maple Capital Management, Inc. | 5,839 | $988.0K | 0.13% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 5,849 | $989.0K | 0.65% | −4,857−45.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 5,854 | $990.0K | 0.17% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,859 | $991.0K | 0.06% | −176−2.9% | Reduced |
| Barton Investment Management | 5,879 | $995.0K | 0.08% | 00.0% | Unchanged |
| IFG Advisors, LLC | 5,888 | $996.0K | 0.46% | +19+0.3% | Added |
| Strategic Investment Advisors | 5,889 | $996.0K | 0.22% | +5,889 | New |
| DF Dent & Co Inc | 5,895 | $997.0K | 0.01% | +104+1.8% | Added |
| Thompson Investment Management, Inc. | 5,901 | $998.0K | 0.15% | −27−0.5% | Reduced |
| Derbend Asset Management | 5,908 | $999.0K | 0.94% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 5,903 | $999.0K | 0.14% | +1,716+41.0% | Added |
| Gray Wealth Management Inc. | 5,931 | $1.00M | 0.56% | −490−7.6% | Reduced |
| Chilton Investment Co LLC | 5,926 | $1.00M | 0.02% | −230−3.7% | Reduced |
| Alhambra Investment Partners LLC | 5,946 | $1.01M | 0.77% | −90−1.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,947 | $1.01M | 0.31% | +453+8.2% | Added |
| Spears Abacus Advisors LLC | 5,977 | $1.01M | 0.07% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5,975 | $1.01M | 0.32% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 5,982 | $1.01M | 0.36% | −379−6.0% | Reduced |
| Tobam | 5,991 | $1.01M | 0.04% | −217−3.5% | Reduced |
| Regents of the University of California | 6,000 | $1.01M | 0.12% | 00.0% | Unchanged |
| Shay Capital LLC | 6,000 | $1.01M | 0.32% | +4,427+281.4% | Added |
| Inlet Private Wealth, LLC | 6,006 | $1.02M | 0.27% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,004 | $1.02M | 0.64% | +192+3.3% | Added |