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 |
|---|---|---|---|---|---|
| Michael B. Yongue | 8,288 | $1.40M | 1.03% | +1,972+31.2% | Added |
| Andesa Financial Management Inc. | 8,307 | $1.40M | 0.76% | −7,044−45.9% | Reduced |
| Seelaus Asset Management LLC | 8,318 | $1.41M | 0.82% | +50+0.6% | Added |
| Edgestream Partners, L.P. | 8,338 | $1.41M | 0.09% | +8,338 | New |
| WealthPLAN Partners, LLC | 9,405 | $1.42M | 0.09% | −8−0.1% | Reduced |
| Sierra Capital LLC | 8,382 | $1.42M | 0.24% | 00.0% | Unchanged |
| Gleason Group, Inc. | 8,379 | $1.42M | 0.51% | +887+11.8% | Added |
| White Pine Capital LLC | 8,420 | $1.42M | 0.44% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 8,102 | $1.42M | 2.12% | 00.0% | Unchanged |
| Gradient Investments LLC | 8,423 | $1.43M | 0.04% | +384+4.8% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 8,107 | $1.43M | 0.18% | −1,464−15.3% | Reduced |
| BIT Capital GmbH | 8,447 | $1.43M | 0.08% | +8,447 | New |
| Absher Wealth Management, LLC | 8,465 | $1.43M | 0.26% | −843−9.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 8,481 | $1.44M | 0.15% | +602+7.6% | Added |
| Boothbay Fund Management, LLC | 8,493 | $1.44M | 0.06% | −1,390−14.1% | Reduced |
| ZWJ Investment Counsel Inc | 8,507 | $1.44M | 0.08% | −1,680−16.5% | Reduced |
| Highland Private Wealth Management | 8,529 | $1.44M | 0.20% | +25+0.3% | Added |
| Archford Capital Strategies, LLC | 8,551 | $1.45M | 0.34% | +110+1.3% | Added |
| Wolf Group Capital Advisors | 8,566 | $1.45M | 0.79% | −72−0.8% | Reduced |
| Parisi Gray Wealth Management | 8,259 | $1.45M | 0.60% | −15−0.2% | Reduced |
| Element Pointe Advisors, LLC | 8,622 | $1.46M | 0.49% | −1,763−17.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 8,636 | $1.46M | 0.36% | −25−0.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,650 | $1.46M | 0.78% | −250−2.8% | Reduced |
| Royal Harbor Partners, LLC | 8,667 | $1.47M | 1.04% | +40+0.5% | Added |
| Rocky Mountain Advisers, LLC | 8,679 | $1.47M | 1.79% | +8,378+2,783.4% | Added |
| Cavalier Investments, LLC | 8,687 | $1.47M | 0.46% | −194−2.2% | Reduced |
| Trust Investment Advisors | 8,695 | $1.47M | 1.32% | +83+1.0% | Added |
| Chesapeake Wealth Management | 8,706 | $1.47M | 0.53% | +1,239+16.6% | Added |
| Formidable Asset Management, LLC | 8,721 | $1.48M | 0.28% | −2,923−25.1% | Reduced |
| Jarislowsky, Fraser Ltd | 8,766 | $1.48M | 0.01% | −735−7.7% | Reduced |
| Aberdeen Wealth Management LLC | 8,779 | $1.49M | 1.44% | −200−2.2% | Reduced |
| Dearborn Partners LLC | 8,777 | $1.49M | 0.06% | −174−1.9% | Reduced |
| Aries Wealth Management | 8,781 | $1.49M | 0.63% | +160+1.9% | Added |
| Almanack Investment Partners, LLC. | 8,778 | $1.49M | 0.13% | +527+6.4% | Added |
| Aureus Asset Management, LLC | 8,797 | $1.49M | 0.10% | +161+1.9% | Added |
| Bramshill Investments, LLC | 8,815 | $1.49M | 0.13% | +42+0.5% | Added |
| Bridge Advisory, LLC | 8,819 | $1.49M | 0.73% | −146−1.6% | Reduced |
| Pflug Koory, LLC | 8,889 | $1.50M | 0.82% | +10+0.1% | Added |
| Check Capital Management Inc | 8,903 | $1.51M | 0.13% | −5,800−39.4% | Reduced |
| US Asset Management LLC | 8,923 | $1.51M | 1.46% | +8,923 | New |
| David Loasby | 8,926 | $1.51M | 0.19% | −344−3.7% | Reduced |
| Harvey Capital Management Inc | 8,946 | $1.51M | 0.52% | −150−1.6% | Reduced |
| Qtron Investments LLC | 8,949 | $1.51M | 0.41% | −1,800−16.7% | Reduced |
| Wright Investors Service Inc | 8,986 | $1.52M | 0.43% | −1,905−17.5% | Reduced |
| Salvus Wealth Management, LLC | 8,986 | $1.52M | 1.24% | +483+5.7% | Added |
| Marcum Wealth, LLC | 8,990 | $1.52M | 0.24% | +503+5.9% | Added |
| Financial Advisory Service, Inc. | 8,993 | $1.52M | 0.14% | +696+8.4% | Added |
| Zuckerman Investment Group, LLC | 8,989 | $1.52M | 0.25% | +1,070+13.5% | Added |
| Chatham Capital Group, Inc. | 8,998 | $1.52M | 0.29% | 00.0% | Unchanged |
| Barbara Oil Co. | 9,000 | $1.52M | 0.71% | 00.0% | Unchanged |
| Colony Capital, Inc. | 9,000 | $1.52M | 0.15% | +9,000 | New |
| Prostatis Group LLC | 9,043 | $1.53M | 0.91% | +652+7.8% | Added |
| Capital Financial Planning, LLC | 9,062 | $1.53M | 0.57% | −461−4.8% | Reduced |
| Balentine LLC | 9,082 | $1.54M | 0.06% | +4,424+95.0% | Added |
| AlphaStar Capital Management, LLC | 9,009 | $1.54M | 0.11% | +5,001+124.8% | Added |
| KG&L Capital Management,LLC | 9,134 | $1.54M | 0.68% | +1,524+20.0% | Added |
| Visionary Wealth Advisors | 9,140 | $1.55M | 0.16% | −1,316−12.6% | Reduced |
| Stockman Wealth Management, Inc. | 9,177 | $1.55M | 0.35% | +113+1.2% | Added |
| Bulltick Wealth Management, LLC | 9,186 | $1.55M | 0.36% | +1,231+15.5% | Added |
| Ascent Wealth Partners, LLC | 9,199 | $1.56M | 0.30% | +211+2.3% | Added |
| Cary Street Partner Investment Advisory LLC | 9,208 | $1.56M | 0.51% | −1,264−12.1% | Reduced |
| Hamel Associates, Inc. | 9,217 | $1.56M | 0.61% | 00.0% | Unchanged |
| King Wealth | 9,242 | $1.56M | 0.32% | −84−0.9% | Reduced |
| Nadler Financial Group, Inc. | 9,286 | $1.57M | 0.26% | −102−1.1% | Reduced |
| Meridian Financial Partners LLC | 9,081 | $1.57M | 1.05% | +127+1.4% | Added |
| Manchester Capital Management LLC | 9,285 | $1.57M | 0.22% | +817+9.6% | Added |
| Armstrong Henry H Associates Inc | 9,315 | $1.58M | 0.18% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 9,328 | $1.58M | 1.26% | −170−1.8% | Reduced |
| Wealth Alliance | 9,337 | $1.58M | 0.35% | +151+1.6% | Added |
| RFG Advisory, LLC | 9,386 | $1.59M | 0.13% | +198+2.2% | Added |
| Virtue Capital Management, LLC | 9,405 | $1.59M | 0.28% | −101−1.1% | Reduced |
| Twin Lakes Capital Management, LLC | 9,407 | $1.59M | 0.93% | +703+8.1% | Added |
| Executive Wealth Management, LLC | 9,425 | $1.59M | 0.18% | +118+1.3% | Added |
| Old Point Trust & Financial Services N A | 9,440 | $1.60M | 0.71% | −267−2.8% | Reduced |
| Financial Architects, Inc | 9,460 | $1.60M | 0.23% | −493−5.0% | Reduced |
| United Bank | 9,455 | $1.60M | 1.01% | +215+2.3% | Added |
| Mitchell Sinkler & Starr | 9,487 | $1.60M | 1.45% | −28−0.3% | Reduced |
| Southeast Asset Advisors Inc. | 9,489 | $1.60M | 0.26% | +14+0.1% | Added |
| McKinley Carter Wealth Services, Inc. | 9,499 | $1.61M | 0.13% | +143+1.5% | Added |
| Mayflower Financial Advisors, LLC | 9,391 | $1.61M | 0.22% | +256+2.8% | Added |
| SFMG, LLC | 9,522 | $1.61M | 0.18% | −90−0.9% | Reduced |
| Global Financial Private Client, LLC | 9,190 | $1.62M | 0.83% | +793+9.4% | Added |
| Joseph P. Lucia & Associates, LLC | 9,621 | $1.63M | 0.96% | +14+0.1% | Added |
| Van Hulzen Asset Management, LLC | 9,646 | $1.63M | 0.24% | +89+0.9% | Added |
| Holderness Investments Co | 9,674 | $1.64M | 0.54% | +40.0% | Added |
| Focus Financial Network, Inc. | 9,692 | $1.64M | 0.22% | +51+0.5% | Added |
| BNC Wealth Management, LLC | 9,693 | $1.64M | 0.97% | +371+4.0% | Added |
| Beacon Financial Group | 9,507 | $1.64M | 0.23% | +419+4.6% | Added |
| Liberty Wealth Management LLC | 9,655 | $1.64M | 0.59% | +1,623+20.2% | Added |
| Engine No. 1 LLC | 9,799 | $1.66M | 0.43% | +3,999+68.9% | Added |
| Benedetti & Gucer, Inc. | 9,808 | $1.66M | 1.26% | −245−2.4% | Reduced |
| Monterey Private Wealth, Inc. | 9,503 | $1.66M | 0.93% | +77+0.8% | Added |
| Tiedemann Advisors, LLC | 9,824 | $1.66M | 0.09% | −1,348−12.1% | Reduced |
| Capital One Financial Corp | 9,856 | $1.67M | 0.21% | −679−6.4% | Reduced |
| Central Bank & Trust Co | 9,884 | $1.67M | 0.27% | −3,066−23.7% | Reduced |
| Modera Wealth Management, LLC | 9,937 | $1.68M | 0.09% | +350+3.7% | Added |
| AIA Group Ltd | 9,936 | $1.68M | 0.09% | +2,146+27.5% | Added |
| Coastal Bridge Advisors, LLC | 9,942 | $1.68M | 0.39% | +79+0.8% | Added |
| Abacus Planning Group, Inc. | 9,950 | $1.68M | 0.54% | −225−2.2% | Reduced |
| Mainstay Capital Management LLC | 9,950 | $1.68M | 0.96% | +1,621+19.5% | Added |