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 |
|---|---|---|---|---|---|
| BBR Partners, LLC | 22,656 | $3.83M | 0.32% | −338−1.5% | Reduced |
| Arlington Financial Advisors, LLC | 22,738 | $3.85M | 1.51% | +95+0.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 22,743 | $3.85M | 0.61% | +720+3.3% | Added |
| Capital Investment Advisory Services, LLC | 22,749 | $3.85M | 0.49% | +907+4.2% | Added |
| Amica Mutual Insurance Co | 22,787 | $3.85M | 0.40% | 00.0% | Unchanged |
| Smith, Moore & Co. | 22,995 | $3.89M | 0.59% | −107−0.5% | Reduced |
| Eqis Capital Management, Inc. | 22,998 | $3.89M | 0.30% | −1,160−4.8% | Reduced |
| Empirical Finance, LLC | 23,024 | $3.90M | 0.59% | +1,275+5.9% | Added |
| Iat Reinsurance Co Ltd. | 23,070 | $3.90M | 0.59% | +43+0.2% | Added |
| Aviance Capital Partners, LLC | 23,104 | $3.91M | 0.69% | +614+2.7% | Added |
| Vishria Bird Financial Group, LLC | 23,147 | $3.92M | 2.06% | +691+3.1% | Added |
| Harbour Investment Management LLC | 23,224 | $3.93M | 1.99% | −1,732−6.9% | Reduced |
| Next Century Growth Investors LLC | 23,342 | $3.95M | 0.34% | +3,831+19.6% | Added |
| JSF Financial, LLC | 23,450 | $3.97M | 1.96% | +9,178+64.3% | Added |
| Kovack Advisors, Inc. | 23,462 | $3.97M | 0.43% | +2,518+12.0% | Added |
| Susquehanna Fundamental Investments, LLC | 23,521 | $3.98M | 0.07% | −7,532−24.3% | Reduced |
| United Capital Management of KS, Inc. | 23,530 | $3.98M | 1.63% | +1,749+8.0% | Added |
| BDO Wealth Advisors, LLC | 23,560 | $3.99M | 0.44% | +795+3.5% | Added |
| Rehmann Capital Advisory Group | 23,775 | $3.99M | 0.38% | −170−0.7% | Reduced |
| Fundamentun, LLC | 23,640 | $4.00M | 0.70% | +5,722+31.9% | Added |
| RVW Wealth, LLC | 21,436 | $4.00M | 0.48% | 00.0% | Unchanged |
| Quest Investment Management LLC | 23,644 | $4.00M | 0.37% | +2,154+10.0% | Added |
| Sowell Financial Services LLC | 23,694 | $4.01M | 0.27% | −3,399−12.5% | Reduced |
| Ami Investment Management Inc | 23,721 | $4.01M | 1.72% | −1,448−5.8% | Reduced |
| Trinity Legacy Partners, LLC | 23,757 | $4.02M | 1.44% | +651+2.8% | Added |
| American Money Management, LLC | 23,799 | $4.03M | 1.14% | +216+0.9% | Added |
| Arden Trust Co | 23,846 | $4.03M | 0.69% | +339+1.4% | Added |
| Mirador Capital Partners LP | 23,867 | $4.04M | 0.92% | +114+0.5% | Added |
| Concentric Wealth Management, LLC | 23,897 | $4.04M | 1.24% | −75−0.3% | Reduced |
| Northstar Asset Management LLC | 23,958 | $4.05M | 1.06% | −125−0.5% | Reduced |
| Intersect Capital LLC | 24,010 | $4.06M | 0.70% | +648+2.8% | Added |
| Jacobi Capital Management LLC | 24,013 | $4.06M | 0.52% | +1,016+4.4% | Added |
| Joel Isaacson & Co., LLC | 24,045 | $4.07M | 0.31% | −186−0.8% | Reduced |
| Richard Bernstein Advisors LLC | 24,114 | $4.08M | 0.08% | +2,049+9.3% | Added |
| Allworth Financial LP | 24,193 | $4.09M | 0.07% | +4,628+23.7% | Added |
| Consolidated Investment Group LLC | 24,202 | $4.09M | 0.64% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 24,247 | $4.10M | 1.87% | +993+4.3% | Added |
| Resources Investment Advisors, LLC. | 24,289 | $4.11M | 0.16% | +1,107+4.8% | Added |
| Montecito Bank & Trust | 24,320 | $4.11M | 0.80% | −2,619−9.7% | Reduced |
| Covey Capital Advisors, LLC | 24,318 | $4.11M | 3.29% | – | – |
| Bluesphere Advisors, LLC | 24,349 | $4.12M | 3.96% | −1,291−5.0% | Reduced |
| Beaton Management Co. Inc. | 24,455 | $4.14M | 2.74% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 24,477 | $4.14M | 0.25% | +1,107+4.7% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 24,493 | $4.14M | 0.81% | −20,023−45.0% | Reduced |
| Altium Wealth Management LLC | 24,683 | $4.18M | 0.30% | +430+1.8% | Added |
| Estabrook Capital Management | 24,692 | $4.18M | 0.66% | −690−2.7% | Reduced |
| Smithfield Trust Co | 24,706 | $4.18M | 0.28% | +726+3.0% | Added |
| Pegasus Asset Management, Inc. | 24,710 | $4.18M | 1.92% | +574+2.4% | Added |
| Curbstone Financial Management Corp | 24,738 | $4.18M | 0.79% | −314−1.3% | Reduced |
| Physicians Financial Services, Inc. | 24,772 | $4.19M | 1.70% | +3,404+15.9% | Added |
| Fruth Investment Management | 24,808 | $4.20M | 1.29% | −232−0.9% | Reduced |
| Winch Advisory Services, LLC | 24,825 | $4.20M | 1.46% | +52+0.2% | Added |
| Gotham Asset Management, LLC | 24,851 | $4.20M | 0.17% | +4,276+20.8% | Added |
| SevenBridge Financial Group, LLC | 24,864 | $4.21M | 1.40% | −426−1.7% | Reduced |
| Morgan Jess S & Co Inc | 24,870 | $4.21M | 2.78% | +2,165+9.5% | Added |
| Kesler, Norman & Wride, LLC | 24,880 | $4.21M | 0.99% | +650+2.7% | Added |
| Ritholtz Wealth Management | 24,895 | $4.21M | 0.29% | +875+3.6% | Added |
| Boston Family Office LLC | 24,915 | $4.21M | 0.31% | +739+3.1% | Added |
| Reilly Financial Advisors, LLC | 24,949 | $4.22M | 0.36% | +1,156+4.9% | Added |
| Monetta Financial Services Inc | 25,000 | $4.23M | 3.42% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 25,000 | $4.23M | 0.29% | +25,000 | New |
| Bradley Mark J. | 25,055 | $4.24M | 2.90% | −415−1.6% | Reduced |
| Staley Capital Advisers Inc | 25,091 | $4.25M | 0.23% | −70−0.3% | Reduced |
| Longitude (Cayman) Ltd. | 25,200 | $4.26M | 3.31% | −800−3.1% | Reduced |
| Trust Co of Oklahoma | 25,268 | $4.27M | 1.53% | −452−1.8% | Reduced |
| Homrich & Berg | 25,281 | $4.28M | 0.10% | −1,974−7.2% | Reduced |
| Bull Street Advisors, LLC | 25,488 | $4.31M | 2.22% | +257+1.0% | Added |
| Roberts Wealth Advisors, LLC | 25,519 | $4.32M | 1.71% | +25,519 | New |
| Univest Financial Corp | 25,537 | $4.32M | 1.21% | +915+3.7% | Added |
| Capital Analysts, LLC | 25,602 | $4.33M | 0.28% | +41+0.2% | Added |
| Old Second National Bank of Aurora | 25,609 | $4.33M | 1.17% | −56−0.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 25,696 | $4.35M | 0.58% | +22,870+809.3% | Added |
| Ropes Wealth Advisors LLC | 25,708 | $4.35M | 0.70% | −819−3.1% | Reduced |
| Keating Investment Counselors Inc | 25,752 | $4.36M | 2.04% | −265−1.0% | Reduced |
| Welch Group, LLC | 25,940 | $4.39M | 0.30% | +3,584+16.0% | Added |
| Pensionfund DSM Netherlands | 26,000 | $4.40M | 0.56% | +26,000 | New |
| Chicago Trust Co NA | 26,024 | $4.40M | 0.97% | +1,817+7.5% | Added |
| Adalta Capital Management LLC | 26,073 | $4.41M | 2.44% | +763+3.0% | Added |
| Two Sigma Investments, LP | 26,155 | $4.42M | 0.01% | +26,155 | New |
| Marble Harbor Investment Counsel, LLC | 26,203 | $4.43M | 0.60% | −7,006−21.1% | Reduced |
| Cadence Bank NA | 26,229 | $4.44M | 1.32% | −14−0.1% | Reduced |
| HC Financial Advisors Inc | 26,261 | $4.44M | 2.67% | −415−1.6% | Reduced |
| Hoey Investments, Inc | 26,278 | $4.45M | 1.38% | −2,084−7.3% | Reduced |
| First Trust Advisors LP | 26,341 | $4.46M | 0.00% | −49,479−65.3% | Reduced |
| Citizens Financial Group Inc | 26,338 | $4.46M | 0.16% | −3,238−10.9% | Reduced |
| Surevest, LLC | 26,466 | $4.48M | 1.13% | −663−2.4% | Reduced |
| NatWest Group plc | 26,543 | $4.49M | 2.41% | +942+3.7% | Added |
| Mendel Money Management | 26,548 | $4.49M | 2.81% | +595+2.3% | Added |
| True North Advisors, LLC | 26,618 | $4.50M | 0.89% | +202+0.8% | Added |
| Diversified Investment Strategies, LLC | 26,646 | $4.51M | 3.34% | 00.0% | Unchanged |
| Vestcor Inc | 26,778 | $4.53M | 0.16% | −3,677−12.1% | Reduced |
| Scholtz & Company, LLC | 26,791 | $4.53M | 1.60% | −2,693−9.1% | Reduced |
| Meridian Wealth Management, LLC | 26,856 | $4.54M | 0.56% | −220−0.8% | Reduced |
| Cullen Capital Management LLC | 26,936 | $4.56M | 0.04% | −2,035−7.0% | Reduced |
| Savant Capital, LLC | 26,941 | $4.56M | 0.17% | +1,892+7.6% | Added |
| Essex Financial Services, Inc. | 26,974 | $4.56M | 0.52% | +6,716+33.2% | Added |
| Marathon Trading Investment Management LLC | 26,995 | $4.57M | 2.18% | −98,112−78.4% | Reduced |
| Teamwork Financial Advisors, LLC | 26,995 | $4.57M | 0.90% | +579+2.2% | Added |
| Community Bank, N.A. | 27,009 | $4.57M | 0.56% | −769−2.8% | Reduced |
| JCIC Asset Management Inc. | 27,020 | $4.57M | 1.50% | +215+0.8% | Added |