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 |
|---|---|---|---|---|---|
| Cohen Investment Advisors LLC | 15,767 | $2.67M | 2.04% | −60.0% | Reduced |
| Auxier Asset Management | 15,837 | $2.68M | 0.45% | −270−1.7% | Reduced |
| Peddock Capital Advisors, LLC | 15,841 | $2.68M | 0.95% | +187+1.2% | Added |
| Exchange Traded Concepts, LLC | 15,851 | $2.68M | 0.07% | +1,237+8.5% | Added |
| Benin Management CORP | 15,885 | $2.69M | 0.86% | 00.0% | Unchanged |
| West Branch Capital LLC | 15,943 | $2.70M | 1.30% | −207−1.3% | Reduced |
| Sculati Wealth Management, LLC | 15,969 | $2.70M | 1.43% | +94+0.6% | Added |
| HighTower Trust Services, LTA | 15,983 | $2.70M | 0.33% | +357+2.3% | Added |
| Meridian Management Co | 16,004 | $2.71M | 0.83% | +168+1.1% | Added |
| Waldron Private Wealth LLC | 16,075 | $2.72M | 0.16% | +2,739+20.5% | Added |
| Keystone Financial Group | 16,079 | $2.72M | 0.49% | −1,220−7.1% | Reduced |
| Wimmer Associates 1, LLC | 16,099 | $2.72M | 1.61% | −267−1.6% | Reduced |
| Nations Financial Group Inc, | 16,119 | $2.73M | 0.41% | +3,576+28.5% | Added |
| Bank of New Hampshire | 15,568 | $2.74M | 0.73% | 00.0% | Unchanged |
| Constitution Capital LLC | 16,256 | $2.75M | 1.65% | −2,805−14.7% | Reduced |
| Guardian Capital Advisors LP | 15,876 | $2.75M | 0.29% | +2,335+17.2% | Added |
| EPG Wealth Management LLC | 16,318 | $2.76M | 1.11% | +237+1.5% | Added |
| Geneva Capital Management LLC | 16,346 | $2.77M | 0.05% | +1,658+11.3% | Added |
| Mechanics Bank Trust Department | 16,348 | $2.77M | 0.45% | +1,894+13.1% | Added |
| Fairfield, Bush & Co. | 16,384 | $2.77M | 0.90% | −15,562−48.7% | Reduced |
| Banco de Sabadell, S.A | 16,418 | $2.78M | 1.87% | −58−0.4% | Reduced |
| Burney Co | 16,482 | $2.79M | 0.13% | −815−4.7% | Reduced |
| Threadgill Financial, LLC | 15,906 | $2.79M | 2.32% | +15,906 | New |
| Davis-Rea Ltd. | 16,637 | $2.81M | 1.38% | +272+1.7% | Added |
| DAGCO, Inc. | 16,669 | $2.82M | 1.21% | +198+1.2% | Added |
| Plimoth Trust Co LLC | 16,692 | $2.82M | 0.80% | +562+3.5% | Added |
| K.J. Harrison & Partners Inc | 16,626 | $2.83M | 0.41% | −4,000−19.4% | Reduced |
| JNBA Financial Advisors | 16,803 | $2.84M | 0.38% | −80−0.5% | Reduced |
| Ballentine Partners, LLC | 16,822 | $2.85M | 0.10% | −521−3.0% | Reduced |
| Krilogy Financial LLC | 16,838 | $2.85M | 0.28% | +437+2.7% | Added |
| Enterprise Bank & Trust Co | 16,888 | $2.86M | 1.13% | −254−1.5% | Reduced |
| Sentry Investment Management LLC | 17,001 | $2.88M | 0.84% | −2,436−12.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $2.88M | 0.94% | 00.0% | Unchanged |
| Miller Investment Management, LP | 17,023 | $2.88M | 0.49% | 00.0% | Unchanged |
| Grove Bank & Trust | 17,023 | $2.88M | 0.61% | +5,448+47.1% | Added |
| Bowling Portfolio Management LLC | 17,040 | $2.88M | 0.65% | −90−0.5% | Reduced |
| Strategic Global Advisors, LLC | 17,053 | $2.88M | 0.42% | −3,177−15.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 17,064 | $2.89M | 0.73% | +759+4.7% | Added |
| Kingfisher Capital LLC | 17,089 | $2.89M | 0.75% | +397+2.4% | Added |
| Capital Advisors Inc | 17,128 | $2.90M | 0.09% | −7,284−29.8% | Reduced |
| Rowland & Co Investment Counsel | 25,996 | $2.90M | 0.98% | −2,621−9.2% | Reduced |
| GFS Advisors, LLC | 17,142 | $2.90M | 0.63% | −314−1.8% | Reduced |
| Kiley Juergens Wealth Management, LLC | 17,156 | $2.90M | 1.27% | +228+1.3% | Added |
| Founders Financial Alliance, LLC | 17,241 | $2.92M | 1.36% | −565−3.2% | Reduced |
| First National Bank & Trust Co of Newtown | 17,280 | $2.92M | 0.61% | −650−3.6% | Reduced |
| MidWestOne Financial Group, Inc. | 17,293 | $2.92M | 0.69% | +93+0.5% | Added |
| Csenge Advisory Group | 16,648 | $2.93M | 0.25% | +626+3.9% | Added |
| Gilman Hill Asset Management, LLC | 17,387 | $2.94M | 0.75% | +1,437+9.0% | Added |
| Covenant Asset Management, LLC | 17,425 | $2.95M | 0.88% | +351+2.1% | Added |
| Sanders Morris Harris LLC | 16,692 | $2.96M | 0.54% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 17,492 | $2.96M | 0.69% | +700+4.2% | Added |
| Summit X, LLC | 17,452 | $2.96M | 0.75% | +443+2.6% | Added |
| Kore Private Wealth LLC | 17,524 | $2.96M | 0.31% | +1,143+7.0% | Added |
| Trust Asset Management LLC | 17,543 | $2.97M | 0.41% | +1,183+7.2% | Added |
| Birmingham Capital Management Co Inc | 17,548 | $2.97M | 1.14% | −450−2.5% | Reduced |
| Level Four Advisory Services, LLC | 17,579 | $2.97M | 0.31% | −26,384−60.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 17,670 | $2.99M | 1.11% | +284+1.6% | Added |
| Patten Group, Inc. | 17,893 | $3.03M | 0.89% | −582−3.2% | Reduced |
| Aspiriant, LLC | 17,945 | $3.03M | 0.18% | −463−2.5% | Reduced |
| CFM Wealth Partners LLC | 17,968 | $3.04M | 0.76% | −468−2.5% | Reduced |
| Bizma Investimentos Ltda | 18,000 | $3.04M | 1.88% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 18,032 | $3.05M | 2.62% | +385+2.2% | Added |
| Charter Research & Investment Group, Inc. | 18,072 | $3.06M | 2.54% | −145−0.8% | Reduced |
| Trustco Bank Corp N Y | 18,169 | $3.07M | 2.86% | −605−3.2% | Reduced |
| NorthCoast Asset Management LLC | 18,181 | $3.08M | 0.11% | −109−0.6% | Reduced |
| Sawyer & Company, Inc | 18,221 | $3.08M | 1.45% | −660−3.5% | Reduced |
| Delta Financial Advisors LLC | 18,233 | $3.08M | 1.37% | +58+0.3% | Added |
| NTV Asset Management LLC | 18,273 | $3.09M | 0.54% | +1,548+9.3% | Added |
| Investment House LLC | 18,275 | $3.09M | 0.23% | −426−2.3% | Reduced |
| Choate Investment Advisors | 18,298 | $3.10M | 0.20% | −325−1.7% | Reduced |
| Butensky & Cohen Financial Security, Inc | 18,344 | $3.10M | 1.23% | +60+0.3% | Added |
| Leelyn Smith, LLC | 18,403 | $3.11M | 0.90% | +1,021+5.9% | Added |
| Bremer Bank National Association | 18,445 | $3.12M | 0.62% | −582−3.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 17,652 | $3.12M | 1.25% | +222+1.3% | Added |
| Watchman Group, Inc. | 18,501 | $3.13M | 2.02% | +308+1.7% | Added |
| Connable Office Inc | 18,512 | $3.13M | 0.45% | −51−0.3% | Reduced |
| V Wealth Advisors LLC | 18,543 | $3.14M | 0.49% | −441−2.3% | Reduced |
| Grand Central Investment Group | 18,567 | $3.14M | 4.17% | −2,662−12.5% | Reduced |
| Deseret Mutual Benefit Administrators | 18,596 | $3.15M | 0.58% | +10,285+123.8% | Added |
| Stillwater Investment Management, LLC | 18,648 | $3.15M | 0.84% | −423−2.2% | Reduced |
| Eudaimonia Partners, LLC | 18,661 | $3.16M | 0.57% | +1,191+6.8% | Added |
| Sequoia Financial Advisors, LLC | 18,684 | $3.16M | 0.32% | −42,081−69.3% | Reduced |
| XML Financial, LLC | 18,699 | $3.16M | 0.42% | +12,822+218.2% | Added |
| International Assets Investment Management, LLC | 20,692 | $3.16M | 0.57% | +1,515+7.9% | Added |
| HCR Wealth Advisors | 18,712 | $3.17M | 0.53% | −111−0.6% | Reduced |
| FourThought Financial, LLC | 18,750 | $3.17M | 0.42% | +654+3.6% | Added |
| Garrison Asset Management, LLC | 18,790 | $3.18M | 1.93% | +462+2.5% | Added |
| Diversified Trust Co | 18,800 | $3.18M | 0.11% | +2,339+14.2% | Added |
| Capital Planning Advisors, LLC | 18,803 | $3.18M | 0.66% | −236−1.2% | Reduced |
| Capital Asset Advisory Services LLC | 18,880 | $3.19M | 0.36% | −3,689−16.3% | Reduced |
| Botty Investors LLC | 18,939 | $3.20M | 0.96% | +906+5.0% | Added |
| Spirit of America Management Corp | 18,950 | $3.21M | 0.69% | +1,150+6.5% | Added |
| Exane Derivatives | 18,955 | $3.21M | 0.80% | −4,670−19.8% | Reduced |
| Cornerstone Wealth Management, LLC | 18,983 | $3.21M | 0.34% | +443+2.4% | Added |
| Compton Capital Management Inc | 19,009 | $3.22M | 0.94% | +125+0.7% | Added |
| Voloridge Investment Management, LLC | 19,009 | $3.22M | 0.02% | +19,009 | New |
| Malaga Cove Capital, LLC | 19,026 | $3.22M | 1.34% | −70−0.4% | Reduced |
| Duff & Phelps Investment Management Co | 19,039 | $3.22M | 0.04% | −425−2.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 19,064 | $3.23M | 1.32% | 00.0% | Unchanged |
| Conning Inc. | 19,073 | $3.23M | 0.09% | −1,816−8.7% | Reduced |