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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Bank Hapoalim BM | 36,630 | $6.20M | 0.65% | −1,674−4.4% | Reduced |
| NEXT Financial Group, Inc | 36,668 | $6.20M | 0.48% | +1,239+3.5% | Added |
| Family Capital Trust Co | 36,671 | $6.20M | 1.77% | +189+0.5% | Added |
| Laurel Wealth Advisors LLC | 36,869 | $6.24M | 1.42% | −527−1.4% | Reduced |
| Palmer Knight Co | 36,944 | $6.25M | 3.26% | +2,323+6.7% | Added |
| Culbertson A N & Co Inc | 36,966 | $6.25M | 1.28% | +1,951+5.6% | Added |
| JustInvest LLC | 37,057 | $6.27M | 0.56% | +19,180+107.3% | Added |
| Diligent Investors, LLC | 35,772 | $6.29M | 2.14% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 37,223 | $6.30M | 0.52% | +2,706+7.8% | Added |
| Mark Stevens | 37,257 | $6.30M | 0.71% | −1,146−3.0% | Reduced |
| Crossvault Capital Management LLC | 37,272 | $6.30M | 1.98% | −1,235−3.2% | Reduced |
| AMG National Trust Bank | 37,305 | $6.31M | 0.20% | −901−2.4% | Reduced |
| Logan Capital Management Inc | 37,312 | $6.31M | 0.29% | +88+0.2% | Added |
| Roanoke Asset Management Corp | 37,333 | $6.32M | 2.24% | +95+0.3% | Added |
| Financial Avengers, Inc. | 37,384 | $6.32M | 4.23% | +619+1.7% | Added |
| Westover Capital Advisors, LLC | 37,452 | $6.34M | 1.98% | +197+0.5% | Added |
| Psagot Investment House Ltd. | 37,452 | $6.34M | 1.09% | +2,592+7.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 37,452 | $6.34M | 1.09% | +37,452 | New |
| Geneva Partners, LLC | 37,483 | $6.34M | 3.13% | +37,483 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 37,559 | $6.35M | 2.05% | −1,143−3.0% | Reduced |
| Buckhead Capital Management LLC | 37,586 | $6.36M | 1.42% | +285+0.8% | Added |
| Boothe Investment Group, Inc. | 36,184 | $6.37M | 3.47% | +1,178+3.4% | Added |
| Walter & Keenan Financial Consulting Co | 37,726 | $6.38M | 2.17% | −61−0.2% | Reduced |
| Corbenic Partners LLC | 37,736 | $6.38M | 1.55% | +3,811+11.2% | Added |
| McDonald Partners LLC | 37,763 | $6.39M | 1.50% | +560+1.5% | Added |
| Aristotle Atlantic Partners, LLC | 37,842 | $6.40M | 0.42% | +1,566+4.3% | Added |
| We Are One Seven, LLC | 37,981 | $6.42M | 0.81% | +3,399+9.8% | Added |
| Private Trust Co NA | 38,046 | $6.44M | 0.94% | +2,708+7.7% | Added |
| First American Trust, FSB | 38,078 | $6.44M | 0.97% | +1,325+3.6% | Added |
| Ravenstone Capital Management Inc. | 38,098 | $6.45M | 4.76% | +5,060+15.3% | Added |
| Campbell Capital Management Inc | 38,125 | $6.45M | 2.83% | +34,080+842.5% | Added |
| Sompo Asset Management Co., Ltd. | 38,360 | $6.49M | 1.49% | −7,510−16.4% | Reduced |
| ACG Wealth | 38,358 | $6.49M | 0.85% | −577−1.5% | Reduced |
| Chartwell Investment Partners, LLC | 38,440 | $6.50M | 0.20% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 38,521 | $6.52M | 0.89% | +14,574+60.9% | Added |
| Fragasso Group Inc. | 38,592 | $6.53M | 0.86% | +2,687+7.5% | Added |
| Resources Management Corp | 38,623 | $6.53M | 0.94% | +1,167+3.1% | Added |
| Baker Avenue Asset Management, LP | 38,652 | $6.54M | 0.38% | +1,555+4.2% | Added |
| Private Advisory Group LLC | 38,680 | $6.54M | 1.60% | +2,181+6.0% | Added |
| RKL Wealth Management LLC | 38,993 | $6.60M | 0.84% | −182−0.5% | Reduced |
| Jag Capital Management, LLC | 39,032 | $6.60M | 0.51% | +3,319+9.3% | Added |
| Douglass Winthrop Advisors, LLC | 39,148 | $6.62M | 0.16% | +3,030+8.4% | Added |
| Sargent Bickham Lagudis LLC | 39,163 | $6.63M | 0.54% | +748+1.9% | Added |
| WMS Partners, LLC | 39,297 | $6.65M | 0.98% | −611−1.5% | Reduced |
| FAI Wealth Management | 39,599 | $6.70M | 5.81% | +47+0.1% | Added |
| Kornitzer Capital Management Inc | 39,614 | $6.70M | 0.10% | −4,112−9.4% | Reduced |
| Carmignac Gestion | 39,600 | $6.74M | 0.08% | +4,250+12.0% | Added |
| Dakota Wealth Management | 39,990 | $6.77M | 0.78% | −2,431−5.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 40,031 | $6.77M | 0.10% | −6,288−13.6% | Reduced |
| Canandaigua National Corp | 40,151 | $6.79M | 1.11% | −573−1.4% | Reduced |
| KMG Fiduciary Partners, LLC | 40,154 | $6.79M | 1.16% | +537+1.4% | Added |
| Dynamic Advisor Solutions LLC | 40,174 | $6.80M | 0.51% | +8,176+25.6% | Added |
| Madison Wealth Management | 40,261 | $6.81M | 1.49% | −66−0.2% | Reduced |
| Prospera Financial Services Inc | 40,276 | $6.82M | 0.34% | +17,654+78.0% | Added |
| Old Dominion Capital Management Inc | 40,294 | $6.82M | 1.46% | −26−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 40,326 | $6.82M | 0.14% | +7,026+21.1% | Added |
| Kempner Capital Management Inc. | 40,355 | $6.83M | 3.89% | 00.0% | Unchanged |
| Rice Partnership, LLC | 40,454 | $6.84M | 2.16% | −655−1.6% | Reduced |
| Lynch & Associates | 40,490 | $6.85M | 1.77% | −559−1.4% | Reduced |
| Hyman Charles D | 40,511 | $6.85M | 0.48% | +114+0.3% | Added |
| Wallington Asset Management, LLC | 40,629 | $6.87M | 1.14% | +1,150+2.9% | Added |
| Taylor Wealth Management Partners | 40,646 | $6.88M | 2.45% | +2,465+6.5% | Added |
| FRG Family Wealth Advisors LLC | 40,777 | $6.90M | 1.36% | +378+0.9% | Added |
| Ferris Capital, LLC | 42,620 | $6.91M | 1.48% | +42,620 | New |
| Morse Asset Management, Inc | 40,883 | $6.92M | 1.65% | +4,045+11.0% | Added |
| Evoke Wealth, LLC | 41,196 | $6.92M | 0.26% | −329−0.8% | Reduced |
| Searcy Financial Services Inc | 40,960 | $6.93M | 4.23% | +451+1.1% | Added |
| German American Bancorp, Inc. | 41,245 | $6.98M | 1.07% | +1,116+2.8% | Added |
| Buckingham Strategic Wealth, LLC | 41,299 | $6.99M | 0.14% | +678+1.7% | Added |
| Atom Investors LP | 41,327 | $6.99M | 1.36% | −11,762−22.2% | Reduced |
| WoodTrust Financial Corp | 41,328 | $6.99M | 1.64% | +2,758+7.2% | Added |
| Sirios Capital Management L P | 41,393 | $7.00M | 0.73% | −48,478−53.9% | Reduced |
| Guardian Capital LP | 41,576 | $7.03M | 0.15% | +2,500+6.4% | Added |
| Legal Advantage Investments, Inc. | 41,727 | $7.06M | 4.73% | +1,500+3.7% | Added |
| Rossmore Private Capital | 41,858 | $7.08M | 1.21% | +125+0.3% | Added |
| Andra AP-fonden | 42,000 | $7.11M | 0.15% | −3,700−8.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 42,000 | $7.11M | 0.96% | 00.0% | Unchanged |
| Tamar Securities, LLC | 42,052 | $7.11M | 2.57% | +1,781+4.4% | Added |
| Means Investment Co., Inc. | 42,117 | $7.13M | 1.41% | +1,455+3.6% | Added |
| Broadleaf Partners, LLC | 42,184 | $7.14M | 2.36% | +1,972+4.9% | Added |
| HGI Capital Management, LLC | 42,222 | $7.14M | 2.88% | −5,474−11.5% | Reduced |
| Tdam USA Inc. | 42,394 | $7.17M | 0.47% | −1,410−3.2% | Reduced |
| Fulton Bank, N.A. | 42,633 | $7.21M | 0.34% | +4,633+12.2% | Added |
| Profund Advisors LLC | 42,692 | $7.22M | 0.24% | −6,237−12.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 42,756 | $7.23M | 1.07% | −400−0.9% | Reduced |
| Oak Harvest Investment Services | 42,766 | $7.24M | 2.11% | +3,056+7.7% | Added |
| Farmers Trust Co | 41,136 | $7.24M | 1.61% | +120.0% | Added |
| Redpoint Investment Management Pty Ltd | 42,812 | $7.24M | 0.62% | −1,693−3.8% | Reduced |
| CMH Wealth Management LLC | 42,855 | $7.25M | 2.38% | +3,734+9.5% | Added |
| Donaldson Capital Management, LLC | 42,906 | $7.26M | 0.37% | −1,836−4.1% | Reduced |
| World Asset Management Inc | 42,912 | $7.26M | 0.72% | −4,173−8.9% | Reduced |
| Texas Yale Capital Corp. | 42,945 | $7.26M | 0.41% | +282+0.7% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 43,000 | $7.27M | 3.88% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 43,051 | $7.28M | 0.33% | +1,204+2.9% | Added |
| Birch Hill Investment Advisors LLC | 43,217 | $7.31M | 0.39% | +1,085+2.6% | Added |
| Marietta Wealth Management, LLC | 43,277 | $7.32M | 1.60% | +2,180+5.3% | Added |
| Hoylecohen, LLC | 43,401 | $7.34M | 0.70% | +100+0.2% | Added |
| Massmutual Trust Co FSB | 43,508 | $7.36M | 0.30% | +4,887+12.7% | Added |
| Perennial Advisors, LLC | 43,574 | $7.37M | 2.17% | +1,229+2.9% | Added |
| Alexandria Capital, LLC | 43,583 | $7.37M | 0.68% | +1,158+2.7% | Added |