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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 13,799 | $2.33M | 0.60% | +868+6.7% | Added |
| Glassman Wealth Services | 13,810 | $2.34M | 0.49% | +348+2.6% | Added |
| Warther Private Wealth, LLC | 13,272 | $2.34M | 2.08% | +1,464+12.4% | Added |
| GPS Wealth Strategies Group, LLC | 13,814 | $2.34M | 0.58% | −12−0.1% | Reduced |
| Inscription Capital, LLC | 13,826 | $2.34M | 0.73% | −6,467−31.9% | Reduced |
| Valley Brook Capital Group | 13,827 | $2.34M | 2.32% | +55+0.4% | Added |
| Ellsworth Advisors, LLC | 13,845 | $2.34M | 1.07% | −1,216−8.1% | Reduced |
| Allred Capital Management, LLC | 13,846 | $2.34M | 1.23% | −717−4.9% | Reduced |
| Vickerman Investment Advisors, Inc. | 13,863 | $2.35M | 0.94% | +13,863 | New |
| Camden Capital, LLC | 13,872 | $2.35M | 0.47% | −254−1.8% | Reduced |
| Scott & Selber, Inc. | 13,890 | $2.35M | 0.95% | −417−2.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,916 | $2.35M | 1.70% | +250+1.8% | Added |
| CPWM, LLC | 13,953 | $2.36M | 0.22% | −75−0.5% | Reduced |
| Jacobsen Capital Management | 13,965 | $2.36M | 1.19% | +417+3.1% | Added |
| Hartline Investment Corp | 13,977 | $2.36M | 0.33% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 13,994 | $2.37M | 1.17% | −132−0.9% | Reduced |
| Sax Wealth Advisors, LLC | 14,030 | $2.37M | 0.56% | +357+2.6% | Added |
| Cumberland Partners Ltd | 14,042 | $2.38M | 0.19% | +464+3.4% | Added |
| Investment Research & Advisory Group, Inc. | 13,977 | $2.38M | 1.58% | +265+1.9% | Added |
| Drexel Morgan & Co. | 14,086 | $2.38M | 0.77% | −947−6.3% | Reduced |
| Oxler Private Wealth LLC | 14,102 | $2.38M | 1.05% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 14,098 | $2.38M | 1.24% | +242+1.7% | Added |
| Arkadios Wealth Advisors | 14,109 | $2.39M | 0.34% | −6,471−31.4% | Reduced |
| Avantax Planning Partners, Inc. | 14,144 | $2.39M | 0.11% | −404−2.8% | Reduced |
| United Maritime Capital LLC | 14,150 | $2.39M | 2.67% | −8,400−37.3% | Reduced |
| GW&K Investment Management, LLC | 14,157 | $2.40M | 0.02% | −287−2.0% | Reduced |
| CenterStar Asset Management, LLC | – | $2.40M | 1.87% | – | New |
| Fort Sheridan Advisors LLC | 14,221 | $2.41M | 0.79% | +1,033+7.8% | Added |
| Crawford Investment Counsel Inc | 14,241 | $2.41M | 0.05% | +257+1.8% | Added |
| Townsend & Associates, Inc | 13,888 | $2.41M | 1.19% | −708−4.9% | Reduced |
| Beck Mack & Oliver LLC | 14,266 | $2.41M | 0.06% | +3,054+27.2% | Added |
| CRA Financial Services, LLC | 14,321 | $2.42M | 0.82% | +593+4.3% | Added |
| BSW Wealth Partners | 14,334 | $2.42M | 0.68% | −118−0.8% | Reduced |
| Barings LLC | 14,362 | $2.43M | 0.06% | −1,726−10.7% | Reduced |
| Martin & Co Inc | 14,359 | $2.43M | 0.57% | +1,069+8.0% | Added |
| ProVise Management Group, LLC | 14,410 | $2.44M | 0.24% | −3,803−20.9% | Reduced |
| American Investment Services, Inc. | 14,410 | $2.44M | 0.55% | −10.0% | Reduced |
| Iowa State Bank | 14,410 | $2.44M | 0.68% | +660+4.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 14,437 | $2.44M | 1.63% | +124+0.9% | Added |
| Legacy Advisors, LLC | 14,466 | $2.45M | 0.98% | +373+2.6% | Added |
| TCG Advisory Services, LLC | 14,482 | $2.45M | 0.64% | +457+3.3% | Added |
| Cornerstone Advisory, LLC | 14,511 | $2.46M | 0.41% | −420−2.8% | Reduced |
| Whitener Capital Management, Inc. | 13,561 | $2.46M | 1.13% | −325−2.3% | Reduced |
| Optimum Investment Advisors | 14,536 | $2.46M | 1.04% | −1,107−7.1% | Reduced |
| First Business Financial Services, Inc. | 14,535 | $2.46M | 0.28% | +404+2.9% | Added |
| Equitable Trust Co | 14,550 | $2.46M | 0.16% | −308−2.1% | Reduced |
| LCNB Corp | 14,552 | $2.46M | 1.24% | +74+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,617 | $2.47M | 0.44% | +469+3.3% | Added |
| Brown Miller Wealth Management, LLC | 14,634 | $2.48M | 1.55% | +337+2.4% | Added |
| Canal Capital Management, LLC | 14,639 | $2.48M | 0.71% | +502+3.6% | Added |
| MV Capital Management, Inc. | 14,678 | $2.48M | 0.41% | +854+6.2% | Added |
| Oakworth Capital, Inc. | 14,710 | $2.49M | 0.24% | +573+4.1% | Added |
| ARS Wealth Advisors Group, LLC | 14,726 | $2.49M | 0.45% | +14,726 | New |
| Global Trust Asset Management, LLC | 14,760 | $2.50M | 1.12% | +3,473+30.8% | Added |
| American National Registered Investment Advisor, Inc. | 14,795 | $2.50M | 0.91% | −41−0.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,805 | $2.50M | 1.45% | +8+0.1% | Added |
| Field & Main Bank | 14,865 | $2.51M | 1.65% | −435−2.8% | Reduced |
| IMS Capital Management | 14,994 | $2.54M | 1.47% | +233+1.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.54M | 0.69% | 00.0% | Unchanged |
| Viking Fund Management LLC | 15,000 | $2.54M | 0.73% | 00.0% | Unchanged |
| Anson Funds Management LP | 15,000 | $2.54M | 0.32% | +15,000 | New |
| Nicholas Hoffman & Company, LLC. | 15,010 | $2.54M | 0.45% | −903−5.7% | Reduced |
| Roman Butler Fullerton & Co | 14,883 | $2.55M | 1.19% | −1,937−11.5% | Reduced |
| Eads & Heald Wealth Management | 15,086 | $2.55M | 1.23% | +21+0.1% | Added |
| Resonant Capital Advisors, LLC | 15,149 | $2.56M | 0.45% | +1,355+9.8% | Added |
| Conservest Capital Advisors, Inc. | 15,156 | $2.56M | 0.29% | 00.0% | Unchanged |
| SOL Capital Management CO | 15,162 | $2.56M | 0.51% | +200+1.3% | Added |
| NorthRock Partners, LLC | 14,972 | $2.57M | 0.21% | +1,183+8.6% | Added |
| Capital Financial Services, LLC | 15,239 | $2.58M | 3.15% | +100+0.7% | Added |
| Checchi Capital Advisers, LLC | 15,244 | $2.58M | 0.32% | +186+1.2% | Added |
| West Oak Capital, LLC | 15,293 | $2.59M | 1.00% | −50−0.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 15,297 | $2.59M | 0.59% | +76+0.5% | Added |
| Blue Fin Capital, Inc. | 15,302 | $2.59M | 0.79% | +381+2.6% | Added |
| Davidson Trust Co | 15,307 | $2.59M | 1.98% | +377+2.5% | Added |
| Newman Dignan & Sheerar, Inc. | 15,334 | $2.59M | 0.87% | −220−1.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 15,349 | $2.60M | 0.54% | +188+1.2% | Added |
| Jackson Square Capital, LLC | 15,364 | $2.60M | 0.85% | −3,938−20.4% | Reduced |
| Altfest L J & Co Inc | 15,362 | $2.60M | 0.54% | −92−0.6% | Reduced |
| Seeyond | 15,389 | $2.60M | 0.25% | −504−3.2% | Reduced |
| Hudson Value Partners, LLC | 15,399 | $2.60M | 1.43% | −100−0.6% | Reduced |
| Continuum Advisory, LLC | 17,584 | $2.60M | 0.70% | +2,622+17.5% | Added |
| Bank of Hawaii | 15,411 | $2.61M | 0.15% | −252−1.6% | Reduced |
| Roberts Glore & Co Inc | 15,413 | $2.61M | 0.79% | −180−1.2% | Reduced |
| Midwest Wealth Management Inc. | 15,447 | $2.61M | 1.80% | +205+1.3% | Added |
| Cassia Capital Partners, LLC | 15,447 | $2.61M | 1.80% | +15,447 | New |
| Miracle Mile Advisors, LLC | 15,461 | $2.62M | 0.13% | +4,601+42.4% | Added |
| Ausdal Financial Partners, Inc. | 15,477 | $2.62M | 0.39% | −9,467−38.0% | Reduced |
| Steinberg Asset Management LLC | 15,540 | $2.63M | 2.96% | −20−0.1% | Reduced |
| Robinson Value Management, Ltd. | 15,544 | $2.63M | 2.35% | +109+0.7% | Added |
| Hall Capital Management Co Inc | 15,563 | $2.63M | 1.68% | +155+1.0% | Added |
| First Midwest Bank Trust Division | 15,572 | $2.63M | 0.38% | −34−0.2% | Reduced |
| Lincluden Management Ltd | 15,583 | $2.64M | 0.26% | +579+3.9% | Added |
| Virtu Financial LLC | 15,613 | $2.64M | 0.23% | −2,838−15.4% | Reduced |
| Birch Grove Capital LP | 15,650 | $2.65M | 1.26% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 15,675 | $2.65M | 1.83% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 15,681 | $2.65M | 0.73% | +901+6.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 17,045 | $2.65M | 0.16% | +5,012+41.7% | Added |
| Pinkerton Retirement Specialists, LLC | 15,699 | $2.66M | 0.51% | +375+2.4% | Added |
| Cheviot Value Management, LLC | 15,720 | $2.66M | 0.68% | +41+0.3% | Added |
| Moloney Securities Asset Management, LLC | 15,762 | $2.67M | 0.48% | +226+1.5% | Added |