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; 2,947 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 | 2,947 | $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 |
|---|---|---|---|---|---|
| Cranbrook Wealth Management, LLC | 759 | $128.0K | 0.03% | +57+8.1% | Added |
| Baron Financial Group, LLC | 772 | $130.6K | 0.08% | 00.0% | Unchanged |
| Orion Capital Management LLC | 777 | $131.0K | 0.08% | +61+8.5% | Added |
| Emfo, LLC | 792 | $134.0K | 0.12% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 841 | $142.0K | 0.05% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 841 | $142.0K | 0.11% | 00.0% | Unchanged |
| Investors Research Corp | 852 | $144.0K | 0.05% | +150+21.4% | Added |
| SRS Capital Advisors, Inc. | 860 | $146.0K | 0.02% | +118+15.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 882 | $149.0K | 0.00% | +882 | New |
| Ten Capital Wealth Advisors, LLC | 885 | $150.0K | 0.07% | −13,173−93.7% | Reduced |
| Carolina Wealth Advisors, LLC | 889 | $150.0K | 0.10% | −2−0.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 890 | $150.6K | 0.18% | +20+2.3% | Added |
| Odey Asset Management Group Ltd | 900 | $152.0K | 0.04% | 00.0% | Unchanged |
| Truehand, Inc | 909 | $154.0K | 0.09% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 915 | $155.0K | 0.05% | +384+72.3% | Added |
| Riggs Asset Managment Co. Inc. | 933 | $158.0K | 0.05% | +200+27.3% | Added |
| BTG Pactual Global Asset Management Ltd | 937 | $159.0K | 0.15% | +937 | New |
| Raffa Wealth Management, LLC | 946 | $160.0K | 0.06% | +22+2.4% | Added |
| AlphaMark Advisors, LLC | 949 | $161.0K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 956 | $162.0K | 0.06% | −113−10.6% | Reduced |
| Gladius Capital Management LP | 956 | $162.0K | 0.09% | +248+35.0% | Added |
| Pacitti Group Inc. | 959 | $162.0K | 0.10% | +330+52.5% | Added |
| Freedman Financial Associates, Inc. | 983 | $166.0K | 0.12% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 987 | $167.0K | 0.12% | +987 | New |
| Mint Tower Capital Management B.V. | 1,000 | $169.0K | 0.03% | −2,878−74.2% | Reduced |
| EMC Capital Management | 1,000 | $169.0K | 0.09% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $169.1K | 0.06% | +150+17.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $169.2K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,012 | $171.2K | 0.10% | −176,833−99.4% | Reduced |
| Heritage Wealth Management, LLC | 1,046 | $177.0K | 0.06% | −174−14.3% | Reduced |
| Newton One Investments LLC | 1,076 | $182.0K | 0.14% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,101 | $186.0K | 0.02% | +265+31.7% | Added |
| CKW Financial Group | 1,060 | $187.0K | 0.03% | −35−3.2% | Reduced |
| America First Investment Advisors, LLC | 1,105 | $187.0K | 0.06% | +30+2.8% | Added |
| American Research & Management Co. | 1,141 | $193.0K | 0.04% | −80−6.6% | Reduced |
| Avion Wealth | 1,161 | $196.0K | 0.06% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,178 | $199.0K | 0.15% | −6−0.5% | Reduced |
| GSB Wealth Management, LLC | 1,180 | $200.0K | 0.10% | −12,623−91.5% | Reduced |
| UBP Investment Advisors SA | 1,200 | $200.0K | 0.08% | −367−23.4% | Reduced |
| Capital Square, LLC | 1,137 | $200.0K | 0.14% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,181 | $200.0K | 0.01% | +1,181 | New |
| Hochman Cole Investment Advisors, Inc. | 1,188 | $201.0K | 0.08% | −57−4.6% | Reduced |
| 44 Wealth Management LLC | 1,187 | $201.0K | 0.08% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,176 | $201.0K | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 1,189 | $201.0K | 0.09% | +1,189 | New |
| Personal Wealth Partners | 1,192 | $202.0K | 0.09% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,202 | $203.0K | 0.13% | −46−3.7% | Reduced |
| Mma Asset Management LLC | 1,201 | $203.0K | 0.16% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 1,203 | $204.0K | 0.06% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,213 | $205.0K | 0.07% | +1,213 | New |
| Clarity Financial LLC | 1,217 | $206.0K | 0.04% | −75−5.8% | Reduced |
| Clearview Wealth Advisors LLC | 1,223 | $207.0K | 0.13% | +22+1.8% | Added |
| Magellan Asset Management Ltd | 1,231 | $208.0K | 0.00% | +421+52.0% | Added |
| White Lighthouse Investment Management Inc. | 1,235 | $209.0K | 0.06% | +70+6.0% | Added |
| Parker Investment Management, LLC | 1,236 | $209.0K | 0.04% | +1,236 | New |
| Cadence Wealth Management LLC | 1,244 | $210.0K | 0.24% | 00.0% | Unchanged |
| Wooster Corthell Wealth Management, Inc. | 1,240 | $210.0K | 0.05% | 00.0% | Unchanged |
| Garrison Point Capital, LLC | 1,240 | $210.0K | 0.07% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 1,250 | $211.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,250 | $211.0K | 0.01% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,250 | $211.0K | 0.06% | +1,250 | New |
| NexWave Capital Partners LLC | 1,250 | $211.0K | 0.54% | +1,250 | New |
| Lion Street Advisors, LLC | 1,256 | $211.0K | 0.11% | +1,256 | New |
| Gitterman Wealth Management, LLC | 1,262 | $213.0K | 0.17% | −401−24.1% | Reduced |
| BFT Financial Group, LLC | 1,260 | $213.0K | 0.04% | +31+2.5% | Added |
| Waller Financial Planning Group, Inc | 1,257 | $213.0K | 0.06% | +1,257 | New |
| Compass Ion Advisors, LLC | 1,267 | $214.0K | 0.08% | −27−2.1% | Reduced |
| Nicollet Investment Management, Inc. | 1,263 | $214.0K | 0.09% | −28−2.2% | Reduced |
| Cohen Capital Management, Inc. | 1,270 | $215.0K | 0.04% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,270 | $215.0K | 0.01% | +1,270 | New |
| Glovista Investments LLC | 1,274 | $216.0K | 0.06% | +1,274 | New |
| Frank, Rimerman Advisors LLC | 1,279 | $216.4K | 0.08% | −382−23.0% | Reduced |
| Facet Wealth, Inc. | 1,283 | $217.0K | 0.02% | +1,283 | New |
| Center For Asset Management LLC | 1,286 | $218.0K | 0.18% | +50+4.0% | Added |
| Walkner Condon Financial Advisors LLC | 1,295 | $219.0K | 0.11% | +42+3.4% | Added |
| SWS Partners | 1,292 | $219.0K | 0.14% | +1,292 | New |
| Peregrine Asset Advisers, Inc. | 1,302 | $220.0K | 0.11% | −1,282−49.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 1,300 | $220.0K | 0.08% | −400−23.5% | Reduced |
| Wade Financial Advisory, Inc | 1,303 | $220.0K | 0.12% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,303 | $220.0K | 0.05% | +27+2.1% | Added |
| Aprio Wealth Management, LLC | 1,303 | $220.0K | 0.10% | +48+3.8% | Added |
| Purus Wealth Management, LLC | 1,299 | $220.0K | 0.15% | +75+6.1% | Added |
| Campion Asset Management LLC | 1,305 | $221.0K | 0.20% | 00.0% | Unchanged |
| Banta Asset Management LP | 1,260 | $221.0K | 0.21% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 1,314 | $222.0K | 0.04% | −56−4.1% | Reduced |
| Home Federal Bank of Tennessee | 1,315 | $222.0K | 0.08% | −10−0.8% | Reduced |
| HC Advisors, LLC | 1,317 | $223.0K | 0.15% | −51−3.7% | Reduced |
| Vista Private Wealth Partners. LLC | 1,318 | $223.0K | 0.09% | 00.0% | Unchanged |
| Concentrum Wealth Management | 1,321 | $223.0K | 0.14% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 1,322 | $223.0K | 0.16% | +46+3.6% | Added |
| Meridian Wealth Partners, LLC | 1,329 | $225.0K | 0.05% | +47+3.7% | Added |
| Raub Brock Capital Management LP | 1,335 | $226.0K | 0.03% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,343 | $227.0K | 0.04% | −66−4.7% | Reduced |
| Jeereddi Investments, LP | 1,340 | $227.0K | 0.21% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,340 | $227.0K | 0.06% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,342 | $227.0K | 0.01% | +238+21.6% | Added |
| Howard Financial Services, Ltd. | 1,350 | $228.0K | 0.09% | −191−12.4% | Reduced |
| RGT Wealth Advisors, LLC | 1,354 | $229.0K | 0.05% | −1,861−57.9% | Reduced |
| Cadinha & Co LLC | 1,354 | $229.0K | 0.03% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 1,359 | $230.0K | 0.13% | −11−0.8% | Reduced |