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 |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 7,069 | $1.20M | 0.35% | +461+7.0% | Added |
| Aspen Investment Management Inc | 7,079 | $1.20M | 0.63% | +150+2.2% | Added |
| Smith Chas P & Associates Pa Cpas | 7,080 | $1.20M | 0.09% | +304+4.5% | Added |
| Financial Partners Capital Management LLC | 7,086 | $1.20M | 0.22% | −207−2.8% | Reduced |
| CMT Capital Markets Trading GmbH | 6,944 | $1.20M | 0.45% | −113,008−94.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,087 | $1.20M | 1.00% | +14+0.2% | Added |
| Soltis Investment Advisors LLC | 7,085 | $1.20M | 0.19% | +182+2.6% | Added |
| Menard Financial Group LLC | 7,103 | $1.20M | 1.05% | +747+11.8% | Added |
| Legacy Bridge, LLC | 7,121 | $1.21M | 0.69% | +75+1.1% | Added |
| Allen Investment Management LLC | 7,130 | $1.21M | 0.02% | +2,905+68.8% | Added |
| Merit Financial Group, LLC | 7,136 | $1.21M | 0.13% | +108+1.5% | Added |
| PBMares Wealth Management LLC | 7,141 | $1.21M | 0.58% | −111−1.5% | Reduced |
| Crew Capital Management, Ltd. | 7,142 | $1.21M | 1.12% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7,144 | $1.21M | 0.22% | −9−0.1% | Reduced |
| Berkeley Capital Partners, LLC | 7,177 | $1.21M | 0.56% | −5−0.1% | Reduced |
| MONECO Advisors, LLC | 7,197 | $1.22M | 0.48% | +2,202+44.1% | Added |
| Calton & Associates, Inc. | 7,215 | $1.22M | 0.27% | −1,785−19.8% | Reduced |
| Herold Advisors, Inc. | 7,246 | $1.23M | 0.48% | +7,246 | New |
| Onyx Bridge Wealth Group LLC | 7,177 | $1.23M | 0.46% | +1,067+17.5% | Added |
| Private Portfolio Partners LLC | 7,259 | $1.23M | 0.35% | +215+3.1% | Added |
| Fulton Breakefield Broenniman LLC | 7,264 | $1.23M | 0.11% | −44−0.6% | Reduced |
| Gables Capital Management Inc. | 7,271 | $1.23M | 0.80% | −380−5.0% | Reduced |
| Bray Capital Advisors | 7,282 | $1.23M | 0.32% | 00.0% | Unchanged |
| Chelsea Counsel Co | 7,297 | $1.23M | 0.56% | −100−1.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 7,301 | $1.24M | 0.46% | −145−1.9% | Reduced |
| Octavia Wealth Advisors, LLC | 7,295 | $1.24M | 0.32% | +152+2.1% | Added |
| Lakeview Capital Partners, LLC | 7,328 | $1.24M | 0.57% | −1,363−15.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 7,330 | $1.24M | 0.32% | +75+1.0% | Added |
| Sunflower Bank, N.A. | 7,338 | $1.24M | 0.18% | −201−2.7% | Reduced |
| Citizens & Northern Corp | 7,363 | $1.25M | 0.48% | −239−3.1% | Reduced |
| Dohj, LLC | 7,404 | $1.25M | 0.59% | +703+10.5% | Added |
| Evanson Asset Management, LLC | 7,204 | $1.25M | 0.13% | +515+7.7% | Added |
| Sterling Investment Advisors, Ltd. | 7,421 | $1.25M | 0.37% | +100+1.4% | Added |
| RMB Capital Management, LLC | 7,423 | $1.26M | 0.04% | +132+1.8% | Added |
| William Blair Investment Management, LLC | 7,436 | $1.26M | 0.00% | −333−4.3% | Reduced |
| Excalibur Management Corp | 7,442 | $1.26M | 0.55% | −35−0.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 7,444 | $1.26M | 0.40% | +602+8.8% | Added |
| Arnhold LLC | 7,464 | $1.26M | 0.15% | 00.0% | Unchanged |
| Saybrook Capital | 7,506 | $1.27M | 0.35% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 7,510 | $1.27M | 0.58% | +43+0.6% | Added |
| Detalus Advisors, LLC | 7,533 | $1.27M | 0.65% | −8−0.1% | Reduced |
| Atticus Wealth Management, LLC | 7,537 | $1.27M | 0.56% | −854−10.2% | Reduced |
| BCK Capital Management LP | 7,537 | $1.27M | 0.76% | 00.0% | Unchanged |
| Clare Market Investments LLC | 7,540 | $1.28M | 0.38% | +2,001+36.1% | Added |
| Fiduciary Planning LLC | 7,540 | $1.28M | 0.68% | −415−5.2% | Reduced |
| FLC Capital Advisors | 7,556 | $1.28M | 0.38% | +81+1.1% | Added |
| TrinityPoint Wealth, LLC | 7,552 | $1.28M | 0.24% | +1,776+30.7% | Added |
| WealthTrust Axiom LLC | 7,561 | $1.28M | 0.43% | 00.0% | Unchanged |
| 55I, LLC | 7,564 | $1.28M | 0.04% | +3,449+83.8% | Added |
| Intact Investment Management Inc. | 7,600 | $1.28M | 0.04% | +1,300+20.6% | Added |
| Bordeaux Wealth Advisors LLC | 7,681 | $1.30M | 0.74% | +400+5.5% | Added |
| Alaethes Wealth LLC | 7,688 | $1.30M | 0.95% | +113+1.5% | Added |
| Merrion Investment Management Co, LLC | 7,697 | $1.30M | 0.99% | +136+1.8% | Added |
| Resource Management, LLC | 7,697 | $1.30M | 0.15% | +536+7.5% | Added |
| Old Mission Investment Co LLC | 7,701 | $1.30M | 0.53% | +458+6.3% | Added |
| First PREMIER Bank | 7,729 | $1.31M | 0.37% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 7,759 | $1.31M | 0.45% | −6,502−45.6% | Reduced |
| Weaver Consulting Group | 7,786 | $1.32M | 0.72% | +84+1.1% | Added |
| Integrated Investment Consultants, LLC | 7,799 | $1.32M | 0.39% | +70+0.9% | Added |
| Roosevelt Investment Group LLC | 7,803 | $1.32M | 0.08% | −7−0.1% | Reduced |
| AllGen Financial Advisors, Inc. | 7,811 | $1.32M | 1.08% | −76,586−90.7% | Reduced |
| Koss-Olinger Consulting, LLC | 7,820 | $1.32M | 0.22% | −8,067−50.8% | Reduced |
| Lake Street Financial LLC | 7,837 | $1.33M | 0.33% | +259+3.4% | Added |
| Foundations Investment Advisors, LLC | 7,607 | $1.33M | 0.06% | +204+2.8% | Added |
| Arthur M. Cohen & Associates, LLC | 7,858 | $1.33M | 0.27% | +10+0.1% | Added |
| Insight Wealth Strategies, LLC | 7,887 | $1.33M | 0.19% | +441+5.9% | Added |
| BCJ Capital Management, LLC | 7,890 | $1.33M | 0.14% | −538−6.4% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,893 | $1.33M | 0.46% | +65+0.8% | Added |
| Matrix Private Capital Group LLC | 7,892 | $1.33M | 0.70% | +438+5.9% | Added |
| Westfield Capital Management Co LP | 7,921 | $1.34M | 0.01% | −10−0.1% | Reduced |
| Adviser Investments LLC | 7,920 | $1.34M | 0.10% | +24+0.3% | Added |
| 9258 Wealth Management, LLC | 7,927 | $1.34M | 0.36% | +722+10.0% | Added |
| Simplex Trading, LLC | 7,585 | $1.34M | 0.05% | +730+10.6% | Added |
| ArrowMark Colorado Holdings LLC | 7,960 | $1.35M | 0.01% | −29−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,981 | $1.35M | 0.07% | −259−3.1% | Reduced |
| Accredited Investors Inc. | 7,998 | $1.35M | 0.15% | −97−1.2% | Reduced |
| Providence Wealth Advisors, LLC | 7,733 | $1.35M | 0.94% | +50+0.7% | Added |
| Chicago Capital, LLC | 8,023 | $1.36M | 0.05% | +28+0.4% | Added |
| Apriem Advisors | 8,030 | $1.36M | 0.19% | +461+6.1% | Added |
| Marino, Stram & Associates LLC | 8,043 | $1.36M | 0.47% | −8,262−50.7% | Reduced |
| Independence Bank of Kentucky | 8,045 | $1.36M | 0.59% | +68+0.9% | Added |
| TRUE Private Wealth Advisors | 8,055 | $1.36M | 0.20% | 00.0% | Unchanged |
| Corsicana & Co. | 8,083 | $1.37M | 0.87% | +185+2.3% | Added |
| JBJ Investment Partners, LLC | 8,099 | $1.37M | 0.28% | 00.0% | Unchanged |
| Congress Park Capital LLC | 8,109 | $1.37M | 0.70% | −249−3.0% | Reduced |
| Schulhoff & Co Inc | 8,126 | $1.37M | 0.62% | +85+1.1% | Added |
| Capital Wealth Alliance, LLC | 7,790 | $1.37M | 0.84% | +198+2.6% | Added |
| Larson Financial Group LLC | 8,125 | $1.38M | 0.27% | +175+2.2% | Added |
| Annapolis Financial Services, LLC | 8,150 | $1.38M | 0.46% | +10+0.1% | Added |
| Ballast, Inc. | 8,186 | $1.38M | 0.58% | +589+7.8% | Added |
| Kozak & Associates, Inc. | 8,735 | $1.38M | 0.82% | +8,735 | New |
| Cascadia Advisory Services, LLC | 8,202 | $1.39M | 0.28% | −130−1.6% | Reduced |
| First Dallas Securities Inc. | 8,219 | $1.39M | 0.96% | −950−10.4% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 8,222 | $1.39M | 0.56% | −5,853−41.6% | Reduced |
| Woodmont Investment Counsel LLC | 8,224 | $1.39M | 0.20% | +55+0.7% | Added |
| Capital Management Associates | 8,242 | $1.39M | 1.37% | +750+10.0% | Added |
| blooom, inc. | 8,255 | $1.40M | 1.16% | −261−3.1% | Reduced |
| Engineers Gate Manager LP | 8,278 | $1.40M | 0.08% | +6,498+365.1% | Added |
| Fiera Capital Corp | 8,293 | $1.40M | 0.00% | −4,800−36.7% | Reduced |
| Great Diamond Partners, LLC | 8,289 | $1.40M | 0.38% | +1,459+21.4% | Added |