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 |
|---|---|---|---|---|---|
| Fairbanks Capital Management, Inc. | 27,087 | $4.58M | 3.74% | −2,352−8.0% | Reduced |
| Avitas Wealth Management LLC | 27,179 | $4.60M | 0.84% | −324−1.2% | Reduced |
| Citadel Investment Advisory, Inc. | 27,204 | $4.60M | 2.85% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 27,231 | $4.61M | 0.39% | +3,183+13.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 27,259 | $4.61M | 1.52% | +219+0.8% | Added |
| Berkshire Bank | 27,289 | $4.62M | 1.13% | −78−0.3% | Reduced |
| HBW Advisory Services LLC | 27,356 | $4.63M | 1.20% | +846+3.2% | Added |
| Coastal Investment Advisors, Inc. | 27,372 | $4.63M | 1.09% | +1,390+5.3% | Added |
| Transform Wealth, LLC | 27,372 | $4.63M | 0.53% | +1,654+6.4% | Added |
| Rodgers Brothers Inc. | 27,418 | $4.64M | 0.92% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 27,493 | $4.65M | 1.51% | −1,713−5.9% | Reduced |
| Pettee Investors, Inc. | 27,658 | $4.68M | 2.18% | +390+1.4% | Added |
| Ruffer LLP | 26,704 | $4.68M | 0.15% | −483−1.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 27,714 | $4.70M | 0.84% | +1,613+6.2% | Added |
| Wellington Shields & Co., LLC | 27,810 | $4.71M | 1.64% | −310−1.1% | Reduced |
| Asset Dedication, LLC | 27,937 | $4.72M | 0.62% | +771+2.8% | Added |
| Spreng Capital Management, Inc. | 26,844 | $4.72M | 3.03% | +346+1.3% | Added |
| Wealthspire Advisors, LLC | 27,958 | $4.73M | 0.10% | +7,255+35.0% | Added |
| Blue Zone Wealth Advisors, LLC | 28,024 | $4.74M | 1.64% | +3,539+14.5% | Added |
| Bridgewater Advisors Inc. | 28,049 | $4.75M | 1.31% | −3,740−11.8% | Reduced |
| Menlo Advisors LLC | 28,053 | $4.75M | 2.51% | 00.0% | Unchanged |
| S&CO Inc | 28,107 | $4.75M | 0.37% | 00.0% | Unchanged |
| Charter Trust Co | 28,131 | $4.76M | 0.45% | −140.0% | Reduced |
| Park Avenue Securities LLC | 28,195 | $4.77M | 0.10% | +1,801+6.8% | Added |
| Valley National Advisers Inc | 28,223 | $4.77M | 0.86% | −65−0.2% | Reduced |
| Mengis Capital Management, Inc. | 28,239 | $4.78M | 1.00% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 28,279 | $4.78M | 1.07% | +497+1.8% | Added |
| Hall Laurie J Trustee | 28,314 | $4.79M | 1.85% | −135−0.5% | Reduced |
| Americana Partners, LLC | 28,371 | $4.80M | 1.16% | +21,847+334.9% | Added |
| Regal Investment Advisors LLC | 28,389 | $4.80M | 0.47% | +1,935+7.3% | Added |
| Proequities, Inc. | 28,455 | $4.81M | 0.29% | +1,170+4.3% | Added |
| Stony Point Wealth Management Inc. | 28,462 | $4.82M | 2.89% | +9,161+47.5% | Added |
| SOA Wealth Advisors, LLC. | 28,481 | $4.82M | 1.23% | +54+0.2% | Added |
| Royal Fund Management, LLC | 28,484 | $4.82M | 0.77% | +407+1.4% | Added |
| Peloton Wealth Strategists | 28,533 | $4.83M | 1.98% | −755−2.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 28,630 | $4.84M | 0.90% | −284−1.0% | Reduced |
| Sicart Associates LLC | 28,676 | $4.85M | 1.32% | −2,890−9.2% | Reduced |
| Wills Financial Group, Inc. | 28,710 | $4.86M | 2.18% | −50−0.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 28,746 | $4.86M | 0.64% | +4,912+20.6% | Added |
| Strategic Wealth Designers | 28,225 | $4.88M | 1.46% | +4,260+17.8% | Added |
| First Citizens Bank & Trust Co | 28,949 | $4.90M | 0.23% | +344+1.2% | Added |
| Wellington Shields Capital Management, LLC | 28,951 | $4.90M | 0.67% | +1,042+3.7% | Added |
| Transcend Wealth Collective, LLC | 28,550 | $4.91M | 0.44% | −118−0.4% | Reduced |
| Liberty Capital Management, Inc. | 29,086 | $4.92M | 1.45% | +70.0% | Added |
| Aptus Capital Advisors, LLC | 29,162 | $4.93M | 0.19% | +12,818+78.4% | Added |
| Ironwood Investment Counsel, LLC | 29,292 | $4.96M | 1.27% | +1,156+4.1% | Added |
| Graybill Bartz & Assoc Ltd | 29,366 | $4.97M | 2.45% | +189+0.6% | Added |
| Brighton Jones LLC | 29,372 | $4.97M | 0.26% | +2,841+10.7% | Added |
| Keel Point, LLC | 29,377 | $4.97M | 0.69% | +1,427+5.1% | Added |
| Johanson Financial Advisors, Inc. | 29,402 | $4.97M | 1.71% | +80+0.3% | Added |
| Fishman Jay A Ltd | 29,436 | $4.98M | 0.62% | +4,440+17.8% | Added |
| Citizens Business Bank | 29,439 | $4.98M | 0.66% | −332−1.1% | Reduced |
| Stokes Family Office, LLC | 29,444 | $4.98M | 0.69% | −85−0.3% | Reduced |
| Discovery Capital Management, LLC | 29,500 | $4.99M | 0.38% | +29,500 | New |
| Pearl River Capital, LLC | 29,528 | $5.00M | 1.36% | +29,528 | New |
| Flagship Harbor Advisors, LLC | 28,469 | $5.00M | 0.54% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 29,599 | $5.01M | 0.51% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 29,619 | $5.01M | 0.58% | +14,140+91.3% | Added |
| Whalerock Point Partners, LLC | 29,630 | $5.01M | 1.94% | +390+1.3% | Added |
| Bender Robert & Associates | 29,626 | $5.01M | 1.43% | +489+1.7% | Added |
| Meiji Yasuda Life Insurance Co | 29,714 | $5.03M | 0.09% | −606−2.0% | Reduced |
| M. Kraus & Co | 29,804 | $5.04M | 1.80% | +83+0.3% | Added |
| Redwood Investments, LLC | 29,867 | $5.05M | 0.42% | −3,562−10.7% | Reduced |
| North Star Investment Management Corp. | 29,888 | $5.06M | 0.41% | +497+1.7% | Added |
| Toroso Investments, LLC | 29,935 | $5.06M | 0.19% | +1,716+6.1% | Added |
| Townsend Asset Management Corp | 29,938 | $5.07M | 2.69% | +1,180+4.1% | Added |
| Silvant Capital Management LLC | 30,015 | $5.08M | 0.91% | −10,305−25.6% | Reduced |
| Beta Wealth Group, Inc. | 30,054 | $5.08M | 3.66% | +3,195+11.9% | Added |
| Fma Advisory Inc | 30,076 | $5.09M | 1.90% | −115−0.4% | Reduced |
| Princeton Global Asset Management LLC | 30,116 | $5.09M | 1.55% | −865−2.8% | Reduced |
| HBK Investments L P | 30,163 | $5.10M | 0.07% | +30,163 | New |
| Weil Company, Inc. | 30,198 | $5.11M | 2.66% | +164+0.5% | Added |
| Maryland Capital Management | 30,282 | $5.12M | 0.31% | +599+2.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 30,285 | $5.12M | 2.76% | +30,285 | New |
| Magnolia Capital Advisors LLC | 30,296 | $5.13M | 1.79% | +26,599+719.5% | Added |
| Mid Atlantic Financial Management Inc | 30,304 | $5.13M | 0.34% | +1,127+3.9% | Added |
| BOK Financial Private Wealth, Inc. | 30,312 | $5.13M | 0.41% | +952+3.2% | Added |
| Independent Financial Group, LLC | 30,314 | $5.13M | 0.52% | +1,585+5.5% | Added |
| Brown Advisory Securities, LLC | 30,334 | $5.13M | 1.52% | −35,935−54.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30,444 | $5.15M | 0.43% | +532+1.8% | Added |
| Enterprise Trust & Investment Co | 30,469 | $5.15M | 2.09% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 30,484 | $5.16M | 0.26% | −14,463−32.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 30,531 | $5.17M | 1.87% | −397−1.3% | Reduced |
| Carroll Financial Associates, Inc. | 30,533 | $5.17M | 0.29% | +145+0.5% | Added |
| Nichols & Pratt Advisers LLP | 29,450 | $5.17M | 0.39% | +250+0.9% | Added |
| First Interstate Bank | 30,550 | $5.17M | 0.53% | +694+2.3% | Added |
| Financial Advocates Investment Management | 30,599 | $5.18M | 0.36% | −9,961−24.6% | Reduced |
| Signaturefd, LLC | 30,604 | $5.18M | 0.18% | +5,909+23.9% | Added |
| Montis Financial, LLC | 29,860 | $5.18M | 4.40% | +17+0.1% | Added |
| MainStreet Investment Advisors LLC | 30,709 | $5.20M | 0.50% | −5,271−14.6% | Reduced |
| Northwest Bancshares, Inc. | 30,746 | $5.20M | 1.18% | +673+2.2% | Added |
| Gs Investments, Inc. | 30,791 | $5.21M | 2.73% | +30,791 | New |
| Wealthcare Advisory Partners LLC | 30,802 | $5.21M | 0.34% | +829+2.8% | Added |
| Beach Investment Counsel Inc | 30,850 | $5.22M | 0.49% | −30−0.1% | Reduced |
| Karp Capital Management Corp | 30,853 | $5.22M | 0.74% | +1,075+3.6% | Added |
| Eastern Bank | 30,907 | $5.23M | 0.25% | −20−0.1% | Reduced |
| Act Two Investors LLC | 30,941 | $5.23M | 1.24% | −235−0.8% | Reduced |
| Boenning & Scattergood, Inc. | 30,950 | $5.24M | 0.92% | −607−1.9% | Reduced |
| Perkins Coie Trust Co | 31,037 | $5.25M | 1.64% | +331+1.1% | Added |
| Stoneridge Investment Partners LLC | 31,047 | $5.25M | 2.62% | −1,200−3.7% | Reduced |