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 |
|---|---|---|---|---|---|
| Harvey Investment Co LLC | 6,032 | $1.02M | 0.13% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,037 | $1.02M | 0.27% | −81−1.3% | Reduced |
| MCF Advisors LLC | 6,040 | $1.02M | 0.10% | +170+2.9% | Added |
| Keebeck Wealth Management, LLC | 6,064 | $1.03M | 0.20% | −59−1.0% | Reduced |
| Fca Corp | 7,249 | $1.03M | 0.31% | −100−1.4% | Reduced |
| Crumly & Associates Inc. | 6,095 | $1.03M | 0.48% | −168−2.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 6,093 | $1.03M | 0.02% | −67−1.1% | Reduced |
| Foster & Motley Inc | 6,106 | $1.03M | 0.09% | −56−0.9% | Reduced |
| Keystone Wealth Partners | 6,108 | $1.03M | 0.57% | +1,221+25.0% | Added |
| Chicago Partners Investment Group LLC | 6,391 | $1.04M | 0.07% | −346−5.1% | Reduced |
| Monetary Management Group Inc | 6,125 | $1.04M | 0.28% | +1,375+28.9% | Added |
| Mizuho Securities Co. Ltd. | 6,131 | $1.04M | 0.30% | −10,341−62.8% | Reduced |
| Tradewinds Capital Management, LLC | 6,145 | $1.04M | 0.18% | −50−0.8% | Reduced |
| Plancorp, LLC | 6,141 | $1.04M | 0.07% | +839+15.8% | Added |
| S. R. Schill & Associates | 6,173 | $1.04M | 0.45% | +1,662+36.8% | Added |
| Opal Wealth Advisors, LLC | 6,182 | $1.05M | 1.01% | +1,117+22.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,194 | $1.05M | 0.47% | −11−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 6,473 | $1.05M | 0.09% | +2,562+65.5% | Added |
| Clarity Wealth Advisors, LLC | 6,227 | $1.05M | 0.52% | −209−3.2% | Reduced |
| PDS Planning, Inc | 6,228 | $1.05M | 0.24% | +502+8.8% | Added |
| Hoese & Co LLP | 6,239 | $1.05M | 1.14% | −235−3.6% | Reduced |
| Boit C F David | 6,000 | $1.06M | 0.72% | +600+11.1% | Added |
| Strong Tower Advisory Services | 6,119 | $1.06M | 0.62% | +6,119 | New |
| Intellectus Partners, LLC | 6,259 | $1.06M | 0.26% | −559−8.2% | Reduced |
| American Financial Advisors, LLC | 6,261 | $1.06M | 0.14% | −153−2.4% | Reduced |
| Argent Advisors, Inc. | 6,262 | $1.06M | 0.61% | +138+2.3% | Added |
| Abner Herrman & Brock LLC | 6,282 | $1.06M | 0.15% | −120−1.9% | Reduced |
| Cottage Street Advisors LLC | 6,296 | $1.06M | 0.72% | +158+2.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 6,302 | $1.07M | 0.66% | +35+0.6% | Added |
| Two Sigma Securities, LLC | 6,318 | $1.07M | 0.22% | +4,588+265.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 6,332 | $1.07M | 0.30% | +48+0.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,351 | $1.07M | 0.54% | −81−1.3% | Reduced |
| Monte Financial Group, LLC | 6,361 | $1.08M | 0.62% | −59−0.9% | Reduced |
| Addison Advisors LLC | 6,392 | $1.08M | 0.87% | −290−4.3% | Reduced |
| Connecticut Wealth Management, LLC | 6,392 | $1.08M | 0.09% | +599+10.3% | Added |
| Greystone Financial Group, LLC | 6,398 | $1.08M | 0.32% | −1,028−13.8% | Reduced |
| James Hambro & Partners | 6,397 | $1.08M | 0.08% | +182+2.9% | Added |
| Capital Wealth Planning, LLC | 6,400 | $1.08M | 0.03% | −2,048−24.2% | Reduced |
| Telemetry Investments, L.L.C. | 6,400 | $1.08M | 1.48% | −850−11.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 6,400 | $1.08M | 0.41% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 6,399 | $1.08M | 0.53% | +812+14.5% | Added |
| Hexagon Capital Partners LLC | 6,406 | $1.08M | 0.31% | −74−1.1% | Reduced |
| Fieldpoint Private Securities, LLC | 6,421 | $1.09M | 0.24% | −25−0.4% | Reduced |
| Delphi Management Inc | 6,449 | $1.09M | 1.12% | −92−1.4% | Reduced |
| Golden State Equity Partners | 6,448 | $1.09M | 0.45% | +4,892+314.4% | Added |
| Echo Street Capital Management LLC | 6,459 | $1.09M | 0.01% | +6,459 | New |
| Renasant Bank | 6,475 | $1.09M | 0.87% | −681−9.5% | Reduced |
| Avestar Capital, LLC | 6,470 | $1.09M | 0.21% | −77−1.2% | Reduced |
| Avenir Corp | 6,490 | $1.10M | 0.09% | +1,428+28.2% | Added |
| WNY Asset Management, LLC | 6,519 | $1.10M | 0.38% | +921+16.5% | Added |
| Capital Markets Trading UK LLP | 6,372 | $1.10M | 0.86% | +6,372 | New |
| Pure Financial Advisors, Inc. | 6,510 | $1.10M | 0.08% | −407−5.9% | Reduced |
| Hemington Wealth Management | 6,517 | $1.10M | 0.41% | −393−5.7% | Reduced |
| Doliver Advisors, LP | 6,521 | $1.10M | 0.37% | +891+15.8% | Added |
| Veracity Capital LLC | 6,540 | $1.11M | 0.48% | −13,923−68.0% | Reduced |
| Phocas Financial Corp. | 6,537 | $1.11M | 0.14% | +10.0% | Added |
| West Paces Advisors Inc. | 6,541 | $1.11M | 0.39% | +336+5.4% | Added |
| Sun Life Financial INC | 6,561 | $1.11M | 0.06% | +1,540+30.7% | Added |
| Laird Norton Trust Company, LLC | 6,575 | $1.11M | 0.11% | +760+13.1% | Added |
| BCGM Wealth Management, LLC | 6,583 | $1.11M | 0.62% | +612+10.2% | Added |
| Vanguard Capital Wealth Advisors | 6,588 | $1.11M | 0.85% | +2,550+63.2% | Added |
| LVW Advisors, LLC | 6,593 | $1.11M | 0.19% | −414−5.9% | Reduced |
| Legacy Capital Partners, Inc. | 6,594 | $1.12M | 0.40% | −135−2.0% | Reduced |
| Samalin Investment Counsel, LLC | 6,610 | $1.12M | 0.73% | +127+2.0% | Added |
| Clear Creek Financial Management, LLC | 6,634 | $1.12M | 0.18% | +78+1.2% | Added |
| Lumature Wealth Partners, LLC | 6,665 | $1.13M | 0.46% | +454+7.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,672 | $1.13M | 0.03% | −10,259−60.6% | Reduced |
| Hardy Reed LLC | 6,679 | $1.13M | 0.20% | −216−3.1% | Reduced |
| Wambolt & Associates, LLC | 6,420 | $1.13M | 0.45% | +6+0.1% | Added |
| Minot Wealth Management LLC | 6,692 | $1.13M | 0.24% | −485−6.8% | Reduced |
| Sheets Smith Wealth Management | 6,729 | $1.14M | 0.15% | −100−1.5% | Reduced |
| WP Advisors, LLC | 6,735 | $1.14M | 0.47% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 6,733 | $1.14M | 0.32% | +98+1.5% | Added |
| Signet Investment Advisory Group, Inc. | 6,762 | $1.14M | 0.72% | +496+7.9% | Added |
| Investors Financial Group, LLC | 6,800 | $1.15M | 0.61% | +220+3.3% | Added |
| DeDora Capital, Inc. | 6,806 | $1.15M | 0.50% | −100−1.4% | Reduced |
| FOCUS Wealth Advisors, LLC | 6,816 | $1.15M | 0.78% | +430+6.7% | Added |
| Benedict Financial Advisors Inc | 6,834 | $1.16M | 0.32% | −411−5.7% | Reduced |
| QP Wealth Management, LLC | 6,845 | $1.16M | 1.24% | −209−3.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 6,856 | $1.16M | 0.39% | −225−3.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 6,863 | $1.16M | 0.33% | −55−0.8% | Reduced |
| TLWM | 6,888 | $1.16M | 0.44% | +360+5.5% | Added |
| Crescent Grove Advisors, LLC | 6,871 | $1.16M | 0.12% | −15−0.2% | Reduced |
| BerganKDV Wealth Management, LLC | 6,867 | $1.16M | 0.13% | +171+2.6% | Added |
| Acorn Financial Advisory Services Inc | 6,871 | $1.16M | 0.36% | +2,881+72.2% | Added |
| First Command Bank | 6,890 | $1.17M | 0.20% | +1,107+19.1% | Added |
| First Command Financial Services, Inc. | 6,890 | $1.17M | 0.20% | +1,107+19.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 6,915 | $1.17M | 0.65% | +3,480+101.3% | Added |
| Vista Investment Management | 6,926 | $1.17M | 0.69% | −69−1.0% | Reduced |
| PRW Wealth Management LLC | 6,948 | $1.18M | 0.59% | −11,527−62.4% | Reduced |
| Bridgeworth, LLC | 6,952 | $1.18M | 0.33% | −44−0.6% | Reduced |
| HGK Asset Management Inc | 6,970 | $1.18M | 0.39% | −60−0.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,988 | $1.18M | 0.26% | +181+2.7% | Added |
| Brandywine Oak Private Wealth LLC | 7,010 | $1.19M | 0.14% | −88−1.2% | Reduced |
| Rosenbaum Jay D. | 7,023 | $1.19M | 1.98% | +5+0.1% | Added |
| Grace Capital | 6,947 | $1.19M | 0.73% | +1,293+22.9% | Added |
| Landaas & Co | 7,035 | $1.19M | 0.68% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 7,041 | $1.19M | 0.91% | −9−0.1% | Reduced |
| AdvisorShares Investments LLC | 7,041 | $1.19M | 0.19% | +256+3.8% | Added |
| SNS Financial Group, LLC | 7,073 | $1.20M | 0.15% | −451−6.0% | Reduced |