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 |
|---|---|---|---|---|---|
| BigSur Wealth Management LLC | 19,112 | $3.23M | 1.45% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 19,129 | $3.24M | 0.33% | +1,395+7.9% | Added |
| Jackson Hole Capital Partners, LLC | 19,154 | $3.24M | 1.06% | +1,579+9.0% | Added |
| Fairhaven Wealth Management, LLC | 19,155 | $3.24M | 1.33% | +2,171+12.8% | Added |
| Highlander Capital Management, LLC | 19,167 | $3.24M | 1.64% | −450−2.3% | Reduced |
| Lindbrook Capital, LLC | 19,171 | $3.24M | 0.85% | +240+1.3% | Added |
| Blue Edge Capital, LLC | 19,212 | $3.25M | 0.68% | +378+2.0% | Added |
| Varma Mutual Pension Insurance Co | 19,285 | $3.26M | 0.05% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 19,299 | $3.27M | 0.04% | −132,250−87.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,315 | $3.27M | 0.22% | +741+4.0% | Added |
| Proficio Capital Partners LLC | 19,352 | $3.27M | 0.43% | −109−0.6% | Reduced |
| Hollencrest Capital Management | 19,352 | $3.27M | 0.29% | +55+0.3% | Added |
| Court Place Advisors, LLC | 19,376 | $3.28M | 0.97% | +1,530+8.6% | Added |
| Sky Investment Group LLC | 19,406 | $3.28M | 0.73% | +259+1.4% | Added |
| QV Investors Inc. | 19,480 | $3.29M | 0.25% | −11,770−37.7% | Reduced |
| FDx Advisors, Inc. | 19,500 | $3.30M | 0.11% | +5,872+43.1% | Added |
| Dynamic Technology Lab Private Ltd | 19,510 | $3.30M | 0.40% | +5,853+42.9% | Added |
| Rational Advisors LLC | 19,556 | $3.31M | 0.26% | +19,556 | New |
| Regent Investment Management LLC | 19,633 | $3.32M | 0.80% | −690−3.4% | Reduced |
| Goelzer Investment Management, Inc. | 19,634 | $3.32M | 0.29% | −309−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 19,667 | $3.33M | 0.15% | −951−4.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 19,792 | $3.35M | 0.62% | −1,265−6.0% | Reduced |
| Cypress Asset Management Inc | 19,839 | $3.36M | 0.87% | +50.0% | Added |
| Clarius Group, LLC | 19,857 | $3.36M | 0.30% | −20.0% | Reduced |
| Van Leeuwen & Company, LLC | 19,857 | $3.36M | 2.06% | +15,478+353.5% | Added |
| Frisch Financial Group, Inc. | 19,867 | $3.36M | 1.12% | −608−3.0% | Reduced |
| Thomas Story & Son LLC | 19,989 | $3.38M | 1.38% | +24+0.1% | Added |
| Gimbel Daniel Scott | 20,000 | $3.38M | 1.07% | 00.0% | Unchanged |
| Ally Financial Inc. | 20,000 | $3.38M | 0.33% | +20,000 | New |
| Founders Capital Management | 20,014 | $3.39M | 2.32% | −1,232−5.8% | Reduced |
| Jeppson Wealth Management, LLC | 20,070 | $3.40M | 1.77% | −45−0.2% | Reduced |
| Heritage Way Advisors, LLC | 20,141 | $3.41M | 1.42% | +12+0.1% | Added |
| Avalon Investment & Advisory | 20,143 | $3.41M | 0.08% | −143,488−87.7% | Reduced |
| Horan Capital Advisors, LLC. | 20,154 | $3.41M | 1.51% | +655+3.4% | Added |
| Markston International LLC | 20,167 | $3.41M | 3.19% | −16,436−44.9% | Reduced |
| Marietta Investment Partners LLC | 20,195 | $3.42M | 0.78% | −1,510−7.0% | Reduced |
| Dempze Nancy E | 20,226 | $3.42M | 2.68% | +58+0.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 20,289 | $3.43M | 1.26% | −62−0.3% | Reduced |
| Ceera Investments, LLC | 20,285 | $3.43M | 1.89% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 20,342 | $3.45M | 0.67% | +133+0.7% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 20,389 | $3.45M | 0.70% | +127+0.6% | Added |
| Principle Wealth Partners LLC | 20,404 | $3.45M | 0.40% | +111+0.5% | Added |
| Slow Capital, Inc. | 20,410 | $3.45M | 0.63% | +79+0.4% | Added |
| Atlas Brown,Inc. | 20,411 | $3.45M | 1.50% | +284+1.4% | Added |
| David R. Rahn & Associates Inc. | 20,522 | $3.47M | 1.95% | +20,522 | New |
| Knuff & Co LLC | 20,535 | $3.47M | 1.30% | +20+0.1% | Added |
| Ethic Inc. | 20,551 | $3.48M | 0.36% | +14,347+231.3% | Added |
| Accuvest Global Advisors | 20,147 | $3.48M | 1.64% | +20,147 | New |
| Change Path, LLC | 20,337 | $3.48M | 0.21% | −742−3.5% | Reduced |
| Eagle Asset Management Inc | 20,626 | $3.49M | 0.02% | −305−1.5% | Reduced |
| McMahon Financial Advisors, LLC | 20,655 | $3.50M | 1.60% | +150+0.7% | Added |
| Waycross Partners, LLC | 20,666 | $3.50M | 2.20% | −3,359−14.0% | Reduced |
| Partners Capital Investment Group, LLP | 20,721 | $3.50M | 0.16% | −9,833−32.2% | Reduced |
| Page Arthur B | 20,773 | $3.51M | 2.61% | −807−3.7% | Reduced |
| Harbour Capital Advisors, LLC | 20,770 | $3.51M | 0.92% | +586+2.9% | Added |
| Tower View Investment Management & Research LLC | 20,801 | $3.52M | 1.95% | +56+0.3% | Added |
| Quadrant Capital Group LLC | 20,886 | $3.53M | 0.49% | +796+4.0% | Added |
| JB Capital LLC | 20,890 | $3.53M | 0.46% | +20,890 | New |
| Meristem Family Wealth, LLC | 20,896 | $3.54M | 0.34% | +6,296+43.1% | Added |
| Cohen Lawrence B | 20,898 | $3.54M | 1.87% | −328−1.5% | Reduced |
| Searle & Co. | 20,926 | $3.54M | 1.45% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 20,948 | $3.54M | 0.44% | +16+0.1% | Added |
| Paradigm Financial Partners, LLC | 19,967 | $3.55M | 0.84% | +1,366+7.3% | Added |
| Oder Investment Management, LLC | 21,039 | $3.56M | 5.22% | +82+0.4% | Added |
| Carl P. Sherr & Co., LLC | 21,066 | $3.56M | 2.84% | −259−1.2% | Reduced |
| Trustmark National Bank Trust Department | 21,117 | $3.57M | 0.29% | +345+1.7% | Added |
| Stonnington Group, LLC | 20,289 | $3.59M | 0.80% | +1,694+9.1% | Added |
| Jasper Ridge Partners, L.P. | 21,254 | $3.60M | 0.16% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 21,324 | $3.61M | 1.59% | +3,277+18.2% | Added |
| Hendershot Investments Inc. | 21,325 | $3.61M | 0.68% | +19,993+1,501.0% | Added |
| Red Door Wealth Management, LLC | 21,396 | $3.62M | 1.38% | +2,626+14.0% | Added |
| Boltwood Capital Management | 21,478 | $3.63M | 1.46% | +20.0% | Added |
| Weik Capital Management | 21,580 | $3.65M | 1.51% | −2,000−8.5% | Reduced |
| Diamant Asset Management, Inc. | 21,608 | $3.65M | 3.02% | +21,608 | New |
| Intrust Bank NA | 21,624 | $3.66M | 0.48% | −598−2.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 21,642 | $3.66M | 1.51% | +648+3.1% | Added |
| Hunter Associates Investment Management LLC | 21,700 | $3.67M | 1.18% | +3,000+16.0% | Added |
| Community Bank & Trust, Waco, Texas | 21,778 | $3.68M | 1.20% | +925+4.4% | Added |
| Illinois Municipal Retirement Fund | 21,782 | $3.69M | 0.14% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 21,792 | $3.69M | 0.41% | −140−0.6% | Reduced |
| Northwest Investment Counselors, LLC | 21,811 | $3.69M | 1.03% | −364−1.6% | Reduced |
| Venator Management LLC | 21,836 | $3.69M | 0.99% | −1,380−5.9% | Reduced |
| Strategic Advisors LLC | 21,845 | $3.69M | 0.80% | +4,846+28.5% | Added |
| Cito Capital Group, LLC | 21,850 | $3.70M | 1.73% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 21,863 | $3.70M | 0.34% | −24,902−53.2% | Reduced |
| L & S Advisors Inc | 21,948 | $3.71M | 0.40% | +1,050+5.0% | Added |
| SeaCrest Wealth Management, LLC | 21,973 | $3.72M | 0.45% | +335+1.5% | Added |
| Asset Management Group, Inc. | 22,013 | $3.72M | 0.76% | −2,831−11.4% | Reduced |
| Bedel Financial Consulting, Inc. | 22,056 | $3.73M | 1.28% | +21+0.1% | Added |
| Condor Capital Management | 22,075 | $3.73M | 0.40% | +289+1.3% | Added |
| Pictet Bank & Trust Ltd | 22,190 | $3.75M | 2.32% | +1,040+4.9% | Added |
| Summit Financial Group Inc | 22,194 | $3.75M | 1.36% | +2,569+13.1% | Added |
| Professional Planning | 22,215 | $3.76M | 1.79% | +3,757+20.4% | Added |
| Integrated Advisors Network LLC | 22,218 | $3.76M | 0.25% | +3,332+17.6% | Added |
| Strategic Financial Services, Inc, | 22,239 | $3.76M | 0.30% | −1,407−6.0% | Reduced |
| First Trust Bank, Ltd. | 22,300 | $3.77M | 4.77% | 00.0% | Unchanged |
| IFG Advisory, LLC | 22,328 | $3.78M | 0.41% | +926+4.3% | Added |
| Bristlecone Advisors, LLC | 22,452 | $3.80M | 0.50% | +50+0.2% | Added |
| NovaPoint Capital, LLC | 22,624 | $3.83M | 1.54% | +1,556+7.4% | Added |
| Abbot Financial Management, Inc. | 22,651 | $3.83M | 1.74% | 00.0% | Unchanged |