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 |
|---|---|---|---|---|---|
| Mattern Wealth Management LLC | 10,003 | $1.69M | 0.57% | +42+0.4% | Added |
| TriaGen Wealth Management LLC | 10,003 | $1.69M | 0.92% | 00.0% | Unchanged |
| Family Legacy, Inc. | 9,612 | $1.70M | 0.76% | +984+11.4% | Added |
| Baldwin Investment Management, LLC | 10,061 | $1.70M | 0.30% | +65+0.7% | Added |
| Bank Ozk | 10,093 | $1.71M | 0.77% | +300+3.1% | Added |
| Boston Financial Mangement LLC | 10,093 | $1.71M | 0.07% | +1,733+20.7% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 10,120 | $1.71M | 1.00% | +7,300+258.9% | Added |
| Zevenbergen Capital Investments LLC | 10,124 | $1.71M | 0.03% | −565−5.3% | Reduced |
| Hendley & Co Inc | 10,130 | $1.71M | 0.60% | −235−2.3% | Reduced |
| Oxbow Advisors, LLC | 10,162 | $1.72M | 0.17% | −416−3.9% | Reduced |
| Cowen Prime Advisors LLC | 10,160 | $1.72M | 0.64% | +10,160 | New |
| Dimension Capital Management LLC | 10,180 | $1.72M | 0.36% | −452−4.3% | Reduced |
| Hallmark Capital Management Inc | 10,206 | $1.73M | 0.15% | −500−4.7% | Reduced |
| Alta Wealth Advisors LLC | 10,210 | $1.73M | 1.25% | +37+0.4% | Added |
| Zions Bancorporation, N.A. | 10,206 | $1.73M | 0.18% | +741+7.8% | Added |
| Investment Advisory Services Inc | 10,214 | $1.73M | 1.06% | +251+2.5% | Added |
| Piscataqua Savings Bank | 10,253 | $1.73M | 1.50% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10,254 | $1.74M | 0.22% | +6,067+144.9% | Added |
| Jaffetilchin Investment Partners, LLC | 10,303 | $1.74M | 0.19% | −378−3.5% | Reduced |
| Outfitter Financial LLC | 10,380 | $1.76M | 1.38% | −10−0.1% | Reduced |
| IVC Wealth Advisors LLC | 10,385 | $1.76M | 1.21% | +316+3.1% | Added |
| Hodges Capital Management Inc. | 10,391 | $1.76M | 0.13% | −800−7.1% | Reduced |
| Trustcore Financial Services, LLC | 10,417 | $1.76M | 0.17% | −224−2.1% | Reduced |
| Doheny Asset Management | 10,423 | $1.76M | 1.26% | −1,700−14.0% | Reduced |
| Baldwin Brothers Inc | 10,426 | $1.76M | 0.20% | −10−0.1% | Reduced |
| Vigilare Wealth Management | 10,437 | $1.77M | 1.09% | −1,307−11.1% | Reduced |
| Old Port Advisors | 10,069 | $1.77M | 0.64% | −238−2.3% | Reduced |
| Clear Perspective Advisors, LLC | 10,450 | $1.77M | 0.60% | −607−5.5% | Reduced |
| Sawtooth Solutions, LLC | 10,454 | $1.77M | 0.27% | +1,145+12.3% | Added |
| Successful Portfolios LLC | 10,462 | $1.77M | 1.06% | +33+0.3% | Added |
| StoneX Group Inc. | 10,488 | $1.77M | 0.26% | +1,097+11.7% | Added |
| Claro Advisors LLC | 10,495 | $1.77M | 0.75% | +178+1.7% | Added |
| Sippican Capital Advisors | 10,496 | $1.78M | 1.54% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 10,538 | $1.78M | 1.30% | +9+0.1% | Added |
| IMA Wealth, Inc. | 10,562 | $1.79M | 0.42% | +704+7.1% | Added |
| WESCAP Management Group, Inc. | 10,570 | $1.79M | 0.52% | −60−0.6% | Reduced |
| Archer Investment Corp | 10,670 | $1.81M | 0.68% | −7−0.1% | Reduced |
| Verdence Capital Advisors LLC | 10,679 | $1.81M | 0.24% | −692−6.1% | Reduced |
| Legacy Wealth Management, LLC | 10,683 | $1.81M | 0.97% | +30.0% | Added |
| Tempus Wealth Planning, LLC | 10,692 | $1.81M | 1.02% | +656+6.5% | Added |
| InTrack Investment Management Inc | 10,675 | $1.82M | 1.32% | +5,158+93.5% | Added |
| Nicolet Bankshares Inc | 10,747 | $1.82M | 0.47% | −87−0.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 10,783 | $1.82M | 0.13% | −503−4.5% | Reduced |
| Caliber Wealth Management, LLC | 10,667 | $1.83M | 1.29% | +537+5.3% | Added |
| Colonial River Wealth Management, LLC | 10,667 | $1.83M | 1.29% | +5,944+125.9% | Added |
| Waterfront Wealth Inc. | 10,797 | $1.83M | 0.88% | −50−0.5% | Reduced |
| Certified Advisory Corp | 10,805 | $1.83M | 0.44% | +1,477+15.8% | Added |
| Financial Management Network Inc | 10,563 | $1.83M | 0.93% | +321+3.1% | Added |
| Indiana Trust & Investment Management CO | 10,839 | $1.83M | 0.92% | −108−1.0% | Reduced |
| Hilltop Holdings Inc. | 10,886 | $1.84M | 0.20% | +562+5.4% | Added |
| Buffington Mohr McNeal | 10,902 | $1.84M | 0.35% | +620+6.0% | Added |
| Corrado Advisors, LLC | 10,940 | $1.85M | 1.15% | −95−0.9% | Reduced |
| Cypress Wealth Services, LLC | 10,952 | $1.85M | 0.55% | −266−2.4% | Reduced |
| Golden State Wealth Management, LLC | 10,982 | $1.86M | 0.40% | −75−0.7% | Reduced |
| Sovarnum Capital L.P. | 11,000 | $1.86M | 1.76% | −7,000−38.9% | Reduced |
| Grimes & Company, Inc. | 11,001 | $1.86M | 0.08% | −456−4.0% | Reduced |
| Caas Capital Management LP | 11,015 | $1.86M | 0.14% | −11,603−51.3% | Reduced |
| Advisor Resource Council | 11,026 | $1.86M | 0.57% | −6,083−35.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 11,026 | $1.86M | 0.41% | +480+4.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 11,037 | $1.87M | 0.40% | −122−1.1% | Reduced |
| Alliance Wealth Advisors, LLC | 11,047 | $1.87M | 1.66% | −43−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,047 | $1.87M | 0.44% | +195+1.8% | Added |
| Investment Partners, Ltd. | 11,054 | $1.87M | 0.85% | −108−1.0% | Reduced |
| Twinbeech Capital LP | 11,056 | $1.87M | 0.13% | +11,056 | New |
| Peoples Financial Services Corp. | 11,066 | $1.87M | 0.79% | +180+1.7% | Added |
| Front Row Advisors LLC | 11,086 | $1.88M | 0.79% | +295+2.7% | Added |
| LSV Asset Management | 11,100 | $1.88M | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 11,123 | $1.88M | 0.29% | +631+6.0% | Added |
| Connolly Sarah T. | 11,181 | $1.89M | 1.56% | +62+0.6% | Added |
| Oak Asset Management, LLC | 11,057 | $1.89M | 0.79% | −953−7.9% | Reduced |
| RSM US Wealth Management LLC | 11,183 | $1.89M | 0.10% | +432+4.0% | Added |
| WT Wealth Management | 11,197 | $1.89M | 0.73% | +1,131+11.2% | Added |
| Intercontinental Wealth Advisors, LLC | 11,200 | $1.90M | 0.44% | −142−1.3% | Reduced |
| Prudential PLC | 11,272 | $1.91M | 0.03% | −176,628−94.0% | Reduced |
| ARGI Investment Services, LLC | 11,279 | $1.91M | 0.06% | +2,240+24.8% | Added |
| Northeast Financial Group, Inc. | 11,293 | $1.91M | 1.23% | +2,244+24.8% | Added |
| Platform Technology Partners | 11,305 | $1.91M | 0.87% | −107−0.9% | Reduced |
| Icon Wealth Partners, LLC | 11,303 | $1.91M | 0.20% | +30+0.3% | Added |
| CoreFirst Bank & Trust | 11,308 | $1.91M | 1.33% | +429+3.9% | Added |
| Clear Harbor Asset Management, LLC | 11,317 | $1.91M | 0.23% | +673+6.3% | Added |
| Forte Capital LLC | 11,339 | $1.92M | 0.26% | +71+0.6% | Added |
| Sterneck Capital Management, LLC | 11,348 | $1.92M | 1.22% | +152+1.4% | Added |
| Nikulski Financial, Inc. | 11,360 | $1.92M | 0.89% | +346+3.1% | Added |
| Perennial Investment Advisors, LLC | 11,348 | $1.92M | 0.68% | −955−7.8% | Reduced |
| Quadrature Capital Ltd | 11,396 | $1.93M | 0.07% | −43,656−79.3% | Reduced |
| Founders Financial Securities LLC | 11,433 | $1.93M | 0.39% | −139−1.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 11,461 | $1.94M | 1.40% | +1,597+16.2% | Added |
| Atlas Private Wealth Management | 11,479 | $1.94M | 1.19% | −498−4.2% | Reduced |
| TFG Advisers LLC | 11,486 | $1.94M | 0.94% | +128+1.1% | Added |
| Omnia Family Wealth, LLC | 11,510 | $1.95M | 1.34% | −60−0.5% | Reduced |
| Leisure Capital Management | 11,514 | $1.95M | 1.05% | +245+2.2% | Added |
| Fukoku Mutual Life Insurance Co | 11,526 | $1.95M | 0.15% | +1,670+16.9% | Added |
| Delta Capital Management LLC | 11,565 | $1.96M | 1.22% | −15−0.1% | Reduced |
| Acropolis Investment Management, LLC | 11,709 | $1.96M | 0.23% | +290+2.5% | Added |
| Studio Investment Management LLC | 11,646 | $1.97M | 0.85% | +11,646 | New |
| Coldstream Capital Management Inc | 15,891 | $1.97M | 0.10% | −678−4.1% | Reduced |
| Prestige Wealth Management Group LLC | 11,676 | $1.98M | 0.51% | +1,166+11.1% | Added |
| Cooper Financial Group | 11,715 | $1.98M | 0.41% | −73−0.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 11,486 | $1.98M | 0.05% | +9,703+544.2% | Added |
| Argus Investors' Counsel, Inc. | 11,748 | $1.99M | 1.30% | −11,102−48.6% | Reduced |