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 |
|---|---|---|---|---|---|
| Arlington Partners LLC | 31,265 | $5.29M | 1.52% | +2,547+8.9% | Added |
| Notis-McConarty Edward | 31,279 | $5.29M | 1.94% | +1,977+6.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 31,283 | $5.29M | 0.23% | +31,283 | New |
| Nixon Peabody Trust Co | 31,388 | $5.31M | 1.92% | +2,460+8.5% | Added |
| Ferguson Wellman Capital Management, Inc | 31,537 | $5.33M | 0.17% | −1,238−3.8% | Reduced |
| IndexIQ Advisors LLC | 31,540 | $5.34M | 0.18% | +1,570+5.2% | Added |
| RB Capital Management, LLC | 31,574 | $5.34M | 2.01% | +591+1.9% | Added |
| SlateStone Wealth, LLC | 31,578 | $5.34M | 1.22% | −490−1.5% | Reduced |
| KLCM Advisors, Inc. | 31,610 | $5.35M | 1.15% | −125−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 31,610 | $5.35M | 0.38% | +4,994+18.8% | Added |
| Institute for Wealth Management, LLC. | 31,661 | $5.36M | 0.94% | +1,579+5.2% | Added |
| Prime Capital Investment Advisors, LLC | 31,667 | $5.36M | 0.33% | −11,095−25.9% | Reduced |
| Duncker Streett & Co Inc | 31,744 | $5.37M | 1.02% | −156−0.5% | Reduced |
| Westhampton Capital, LLC | 31,781 | $5.38M | 3.68% | −865−2.6% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 31,793 | $5.38M | 2.56% | +3,621+12.9% | Added |
| Veriti Management LLC | 31,834 | $5.38M | 0.77% | +947+3.1% | Added |
| Gladstone Institutional Advisory LLC | 31,890 | $5.39M | 0.53% | +11,224+54.3% | Added |
| Stevens Capital Management LP | 31,896 | $5.40M | 2.26% | +8,311+35.2% | Added |
| Comerica Securities,inc. | 31,923 | $5.40M | 0.38% | +1,455+4.8% | Added |
| RPg Family Wealth Advisory, LLC | 31,925 | $5.40M | 2.28% | +410+1.3% | Added |
| Essex LLC | 31,932 | $5.40M | 1.50% | +31,932 | New |
| Easterly Investment Partners LLC | 31,976 | $5.41M | 0.37% | +31,976 | New |
| HBK Sorce Advisory LLC | 32,019 | $5.42M | 0.30% | +110.0% | Added |
| Wealth Advisory Solutions, LLC | 32,058 | $5.42M | 1.21% | +1,212+3.9% | Added |
| Webster Bank, N. A. | 32,063 | $5.42M | 0.61% | −599−1.8% | Reduced |
| Bridge Creek Capital Management LLC | 32,064 | $5.42M | 2.02% | +255+0.8% | Added |
| Elk River Wealth Management, LLC | 32,081 | $5.43M | 1.37% | +671+2.1% | Added |
| Unified Trust Company, N.A. | 32,158 | $5.44M | 1.60% | +204+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 32,202 | $5.45M | 0.21% | +12,703+65.1% | Added |
| Greenline Partners, LLC | 32,229 | $5.45M | 1.14% | +9,688+43.0% | Added |
| Hills Bank & Trust Co | 32,268 | $5.46M | 0.82% | +159+0.5% | Added |
| Oak Grove Capital LLC | 32,288 | $5.46M | 1.22% | +203+0.6% | Added |
| Patton Albertson Miller Group, LLC | 32,419 | $5.48M | 1.05% | +4,883+17.7% | Added |
| Brandywine Global Investment Management, LLC | 32,509 | $5.50M | 0.04% | −416−1.3% | Reduced |
| First Hawaiian Bank | 32,530 | $5.50M | 0.23% | +323+1.0% | Added |
| Boyar Asset Management Inc. | 32,615 | $5.52M | 3.63% | −114−0.3% | Reduced |
| Naples Global Advisors, LLC | 32,665 | $5.53M | 0.73% | +35+0.1% | Added |
| Myriad Asset Management Ltd. | 32,700 | $5.53M | 0.58% | +32,700 | New |
| Gardner Lewis Asset Management L P | 32,718 | $5.54M | 0.85% | +5,343+19.5% | Added |
| Boston Research & Management Inc | 32,778 | $5.54M | 1.65% | +770+2.4% | Added |
| TCW Group Inc | 32,783 | $5.55M | 0.05% | −17,744−35.1% | Reduced |
| Anderson Hoagland & Co | 32,870 | $5.56M | 0.71% | −400−1.2% | Reduced |
| Kavar Capital Partners Group, LLC | 32,871 | $5.56M | 1.27% | +514+1.6% | Added |
| Pecaut & Co. | 32,887 | $5.56M | 3.32% | −2,110−6.0% | Reduced |
| Arrow Financial Corp | 32,906 | $5.57M | 0.72% | −125−0.4% | Reduced |
| Corient Capital Partners, LLC | 32,910 | $5.57M | 0.41% | +3,115+10.5% | Added |
| Parallel Advisors, LLC | 32,976 | $5.58M | 0.23% | +2,132+6.9% | Added |
| GM Advisory Group, Inc. | 33,028 | $5.59M | 0.56% | −150.0% | Reduced |
| Belpointe Asset Management LLC | 33,059 | $5.59M | 0.38% | +1,257+4.0% | Added |
| B. Riley Wealth Management, Inc. | 33,217 | $5.62M | 0.43% | +23,974+259.4% | Added |
| Eidelman Virant Capital | 32,934 | $5.63M | 2.18% | −3,407−9.4% | Reduced |
| Coastline Trust Co | 33,315 | $5.64M | 0.70% | −1,550−4.4% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 33,336 | $5.64M | 2.73% | +650+2.0% | Added |
| DCM Advisors, LLC | 33,334 | $5.64M | 2.17% | +20,312+156.0% | Added |
| Addison Capital Co | 33,397 | $5.65M | 2.62% | +30.0% | Added |
| Circle Wealth Management, LLC | 33,729 | $5.71M | 0.82% | −2,831−7.7% | Reduced |
| Northstar Group, Inc. | 33,755 | $5.71M | 1.48% | +1,001+3.1% | Added |
| Apollon Wealth Management, LLC | 33,784 | $5.71M | 0.78% | +6,010+21.6% | Added |
| Wells Trecaso Financial Group, LLC | 33,869 | $5.73M | 2.73% | +416+1.2% | Added |
| White Pine Investment CO | 34,074 | $5.76M | 2.02% | −59−0.2% | Reduced |
| Sumitomo Life Insurance Co | 34,076 | $5.76M | 0.15% | −1,440−4.1% | Reduced |
| Global Retirement Partners, LLC | 34,309 | $5.80M | 0.57% | +1,072+3.2% | Added |
| Brick & Kyle, Associates | 33,952 | $5.81M | 2.95% | +323+1.0% | Added |
| Bourgeon Capital Management LLC | 34,379 | $5.82M | 1.24% | −635−1.8% | Reduced |
| Moreno Evelyn V | 34,408 | $5.82M | 1.37% | −89−0.3% | Reduced |
| Capital Investment Counsel, Inc | 34,419 | $5.82M | 1.28% | −252−0.7% | Reduced |
| Horizon Investments, LLC | 34,455 | $5.83M | 0.18% | −1,479−4.1% | Reduced |
| Picton Mahoney Asset Management | 34,570 | $5.85M | 0.23% | −120−0.3% | Reduced |
| LaFleur & Godfrey LLC | 34,587 | $5.85M | 0.81% | +4,120+13.5% | Added |
| WBH Advisory Inc | 34,617 | $5.86M | 0.79% | −53−0.2% | Reduced |
| Altavista Wealth Management, Inc. | 34,702 | $5.87M | 1.31% | −1,278−3.6% | Reduced |
| American National Bank | 34,708 | $5.87M | 1.30% | +69+0.2% | Added |
| Spinnaker Trust | 34,828 | $5.89M | 0.41% | +937+2.8% | Added |
| Baker Ellis Asset Management LLC | 34,146 | $5.91M | 1.14% | +64+0.2% | Added |
| Jupiter Wealth Management LLC | 33,914 | $5.92M | 2.79% | −4,352−11.4% | Reduced |
| Middleton & Co Inc | 35,055 | $5.93M | 0.63% | +180+0.5% | Added |
| Greenleaf Trust | 35,131 | $5.94M | 0.07% | −1,062−2.9% | Reduced |
| Meyer Handelman Co | 35,293 | $5.97M | 0.24% | 00.0% | Unchanged |
| Nwam LLC | 35,319 | $5.97M | 0.54% | +4,211+13.5% | Added |
| Pavion Blue Capital, LLC | 35,329 | $5.98M | 3.71% | −387−1.1% | Reduced |
| Brave Asset Management Inc | 35,335 | $5.98M | 1.73% | +77+0.2% | Added |
| Consolidated Capital Management, LLC | 35,337 | $5.98M | 2.81% | +333+1.0% | Added |
| Van Eck Associates Corp | 35,393 | $5.99M | 0.02% | +4,574+14.8% | Added |
| Asset Planning Services Inc | 35,581 | $6.02M | 3.55% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 35,621 | $6.03M | 0.33% | −1,010−2.8% | Reduced |
| Legacy Private Trust Co. | 35,711 | $6.04M | 0.49% | +1,810+5.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 35,808 | $6.06M | 5.23% | +1,963+5.8% | Added |
| Family Management Corp | 35,857 | $6.07M | 1.67% | +135+0.4% | Added |
| Mission Wealth Management, LP | 35,895 | $6.07M | 0.31% | −1,876−5.0% | Reduced |
| Arrow Capital Management, LLC | 35,898 | $6.07M | 4.27% | −10,000−21.8% | Reduced |
| Motley Fool Wealth Management, LLC | 36,033 | $6.10M | 0.26% | −32−0.1% | Reduced |
| Equitable Holdings, Inc. | 36,080 | $6.10M | 0.10% | +164+0.5% | Added |
| Heritage Trust Co | 36,094 | $6.11M | 0.86% | +1,079+3.1% | Added |
| Great Valley Advisor Group, Inc. | 36,185 | $6.12M | 0.42% | +54+0.1% | Added |
| Abbrea Capital, LLC | 36,250 | $6.13M | 0.92% | +209+0.6% | Added |
| Unio Capital LLC | 36,320 | $6.14M | 2.74% | −78−0.2% | Reduced |
| Chemung Canal Trust Co | 36,417 | $6.16M | 1.18% | −577−1.6% | Reduced |
| Contrarius Investment Management Ltd | 36,413 | $6.16M | 0.32% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 36,448 | $6.17M | 0.50% | −4,568−11.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 36,571 | $6.19M | 1.62% | +2,379+7.0% | Added |