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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 11,389 | $1.99M | 0.13% | −264−2.3% | Reduced |
| Intrua Financial, LLC | 11,737 | $1.99M | 0.37% | +118+1.0% | Added |
| Biltmore Family Office, LLC | 11,766 | $1.99M | 0.48% | +3,848+48.6% | Added |
| Atlas Capital Advisors LLC | 11,818 | $2.00M | 0.32% | −600−4.8% | Reduced |
| Taylor Hoffman Wealth Management | 11,376 | $2.00M | 0.86% | −15−0.1% | Reduced |
| LBMC Investment Advisors, LLC | 998 | $2.02M | 0.19% | −10,858−91.6% | Reduced |
| First United Bank Trust | 11,929 | $2.02M | 0.82% | +106+0.9% | Added |
| Johnson Financial Group, Inc. | 11,938 | $2.02M | 0.14% | −357−2.9% | Reduced |
| Pallas Capital Advisors LLC | 11,869 | $2.02M | 0.22% | +3,365+39.6% | Added |
| Prudent Man Advisors, LLC | 11,955 | $2.02M | 0.76% | −39−0.3% | Reduced |
| ELCO Management Co., LLC | 11,956 | $2.02M | 1.56% | +115+1.0% | Added |
| Fortis Capital Management LLC | 11,973 | $2.02M | 1.18% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 11,983 | $2.03M | 0.89% | −367−3.0% | Reduced |
| HawsGoodwin Investment Management LLC | 12,004 | $2.03M | 0.62% | +103+0.9% | Added |
| Quattro Financial Advisors LLC | 11,959 | $2.04M | 0.54% | −175−1.4% | Reduced |
| Hoertkorn Richard Charles | 12,085 | $2.04M | 0.92% | +50+0.4% | Added |
| Ledyard National Bank | 12,091 | $2.04M | 0.21% | −522−4.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 12,103 | $2.05M | 1.32% | +95+0.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,139 | $2.05M | 0.12% | +1,270+11.7% | Added |
| Edge Capital Group, LLC | 12,152 | $2.06M | 0.16% | −124−1.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,156 | $2.06M | 0.30% | +1,660+15.8% | Added |
| Venturi Wealth Management, LLC | 12,189 | $2.06M | 0.17% | +8,226+207.6% | Added |
| Essex Savings Bank | 11,388 | $2.06M | 0.75% | +275+2.5% | Added |
| Smith Anglin Financial, LLC | 12,227 | $2.07M | 0.40% | −230−1.8% | Reduced |
| Bar Harbor Trust Services | 12,254 | $2.07M | 0.65% | +612+5.3% | Added |
| Richard P Slaughter Associates Inc | 12,309 | $2.08M | 0.83% | +478+4.0% | Added |
| F3Logic, LLC | 11,942 | $2.08M | 0.27% | −3,398−22.2% | Reduced |
| Cypress Capital Management LLC | 11,875 | $2.09M | 0.28% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 12,368 | $2.09M | 1.35% | +36+0.3% | Added |
| Lester Murray Antman dba SimplyRich | 12,410 | $2.10M | 0.76% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 12,492 | $2.11M | 0.33% | +1,677+15.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 12,500 | $2.12M | 0.31% | +12,500 | New |
| United Bank | 12,507 | $2.12M | 0.28% | −128−1.0% | Reduced |
| LexAurum Advisors, LLC | 12,516 | $2.12M | 0.63% | +153+1.2% | Added |
| Cary Street Partners Asset Management LLC | 12,523 | $2.12M | 0.75% | −199−1.6% | Reduced |
| Angeles Investment Advisors, LLC | 12,532 | $2.12M | 0.12% | +3,481+38.5% | Added |
| Cim Investment Mangement Inc | 12,548 | $2.12M | 0.67% | −76−0.6% | Reduced |
| Modus Advisors, LLC | 12,586 | $2.13M | 0.92% | +270+2.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 12,593 | $2.13M | 0.12% | +1,976+18.6% | Added |
| Costello Asset Management, INC | 12,646 | $2.14M | 1.37% | −427−3.3% | Reduced |
| Moseley Investment Management Inc | 12,157 | $2.14M | 1.07% | +208+1.7% | Added |
| Invst, LLC | 12,671 | $2.14M | 0.34% | +1,107+9.6% | Added |
| New Potomac Partners, LLC | 12,710 | $2.15M | 1.48% | −50.0% | Reduced |
| Capstone Triton Financial Group, LLC | 12,504 | $2.15M | 1.30% | −144−1.1% | Reduced |
| Dean Investment Associates, LLC | 12,727 | $2.15M | 0.41% | −740−5.5% | Reduced |
| Blue Square Asset Management, LLC | 12,729 | $2.15M | 1.35% | +237+1.9% | Added |
| Aull & Monroe Investment Management Corp | 12,753 | $2.16M | 1.06% | −175−1.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 12,754 | $2.16M | 1.01% | −300−2.3% | Reduced |
| New England Research & Management, Inc. | 12,765 | $2.16M | 1.13% | +2,310+22.1% | Added |
| Assetmark, Inc | 12,780 | $2.16M | 0.01% | +704+5.8% | Added |
| NVWM, LLC | 12,798 | $2.17M | 0.78% | −6,008−31.9% | Reduced |
| Hudson Canyon Capital Management | 12,800 | $2.17M | 1.67% | +750+6.2% | Added |
| Bank of Stockton | 12,888 | $2.18M | 0.67% | −509−3.8% | Reduced |
| Rockland Trust Co | 12,905 | $2.18M | 0.15% | +161+1.3% | Added |
| 180 Wealth Advisors, LLC | 12,377 | $2.18M | 0.48% | +447+3.7% | Added |
| Winthrop Advisory Group LLC | 13,028 | $2.20M | 0.49% | −184−1.4% | Reduced |
| Little House Capital LLC | 13,045 | $2.21M | 1.29% | −2,009−13.3% | Reduced |
| JFS Wealth Advisors, LLC | 13,048 | $2.21M | 0.23% | +1,223+10.3% | Added |
| TD Private Client Wealth LLC | 13,053 | $2.21M | 0.09% | −491−3.6% | Reduced |
| Hanson & Doremus Investment Management | 13,089 | $2.21M | 0.51% | +1,387+11.9% | Added |
| AdvisorNet Financial, Inc | 13,114 | $2.22M | 0.15% | −4,636−26.1% | Reduced |
| St. Johns Investment Management Company, LLC | 13,187 | $2.23M | 1.23% | −633−4.6% | Reduced |
| J. Goldman & Co LP | 13,195 | $2.23M | 0.20% | +13,195 | New |
| Trellus Management Company, LLC | 13,200 | $2.23M | 2.00% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 13,229 | $2.24M | 0.08% | −6,613−33.3% | Reduced |
| Friess Associates LLC | 13,232 | $2.24M | 0.94% | +2,047+18.3% | Added |
| Norway Savings Bank | 13,246 | $2.24M | 1.06% | +137+1.0% | Added |
| Fernwood Investment Management, LLC | 13,300 | $2.25M | 0.77% | +507+4.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,308 | $2.25M | 0.74% | +964+7.8% | Added |
| J. W. Coons Advisors, LLC | 13,296 | $2.25M | 0.77% | −466−3.4% | Reduced |
| Arabesque Asset Management Ltd | 13,315 | $2.25M | 0.75% | +13,315 | New |
| Cypress Capital Group | 13,321 | $2.25M | 0.31% | −500−3.6% | Reduced |
| Stratos Wealth Advisors, LLC | 13,323 | $2.25M | 0.19% | −1,796−11.9% | Reduced |
| Xcel Wealth Management, LLC | 13,336 | $2.26M | 0.65% | +2,420+22.2% | Added |
| Wealthsource Partners, LLC | 13,388 | $2.27M | 0.20% | −986−6.9% | Reduced |
| Sandhill Capital Partners LLC | 13,399 | $2.27M | 0.18% | +244+1.9% | Added |
| Budros, Ruhlin & Roe, Inc. | 13,404 | $2.27M | 0.26% | −174−1.3% | Reduced |
| Sittner & Nelson, LLC | 13,410 | $2.27M | 1.47% | −1,953−12.7% | Reduced |
| Mizuho Securities USA LLC | 13,453 | $2.28M | 0.23% | +266+2.0% | Added |
| Bogart Wealth, LLC | 13,472 | $2.28M | 0.23% | +2,507+22.9% | Added |
| Adirondack Trust Co | 13,531 | $2.29M | 1.09% | −41−0.3% | Reduced |
| EagleClaw Capital Managment, LLC | 13,543 | $2.29M | 0.59% | +1,152+9.3% | Added |
| Stableford Capital II LLC | 13,182 | $2.30M | 1.17% | −5,244−28.5% | Reduced |
| Orion Portfolio Solutions, LLC | 13,605 | $2.30M | 0.08% | −1,053−7.2% | Reduced |
| Allen Capital Group, LLC | 13,614 | $2.30M | 0.47% | +1,281+10.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 13,633 | $2.31M | 1.97% | 00.0% | Unchanged |
| Laffer Tengler Investments | 13,635 | $2.31M | 0.67% | +4,232+45.0% | Added |
| Tandem Capital Management Corp | 13,635 | $2.31M | 1.45% | −32−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 13,651 | $2.31M | 0.18% | +3,599+35.8% | Added |
| Loveless Wealth Management LLC | 13,657 | $2.31M | 1.41% | +50+0.4% | Added |
| Summit Place Financial Advisors, LLC | 13,666 | $2.31M | 1.69% | +1,590+13.2% | Added |
| New England Asset Management Inc | 13,686 | $2.31M | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 13,685 | $2.31M | 0.24% | +865+6.7% | Added |
| Black Swift Group, LLC | 13,706 | $2.32M | 1.05% | −10,434−43.2% | Reduced |
| Windsor Group LTD | 13,187 | $2.32M | 0.49% | +332+2.6% | Added |
| Somerset Group LLC | 13,752 | $2.33M | 1.68% | +19+0.1% | Added |
| Monarch Capital Management Inc | 13,749 | $2.33M | 0.65% | +716+5.5% | Added |
| Thoroughbred Financial Services, LLC | 13,763 | $2.33M | 0.57% | +448+3.4% | Added |
| Vident Investment Advisory, LLC | 13,757 | $2.33M | 0.07% | +556+4.2% | Added |
| Aj Wealth Strategies, LLC | 13,796 | $2.33M | 0.13% | +168+1.2% | Added |