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 |
|---|---|---|---|---|---|
| Chapman Investment Management, LLC | 43,675 | $7.39M | 3.83% | +4,051+10.2% | Added |
| Parus Finance (UK) Ltd | 43,765 | $7.40M | 2.13% | −7,100−14.0% | Reduced |
| Ziegler Capital Management, LLC | 43,785 | $7.41M | 0.27% | −8,895−16.9% | Reduced |
| Atwater Malick LLC | 43,802 | $7.41M | 3.92% | +965+2.3% | Added |
| Patten & Patten Inc | 43,856 | $7.42M | 0.56% | +272+0.6% | Added |
| Hartford Financial Management Inc. | 43,900 | $7.43M | 1.89% | −218−0.5% | Reduced |
| Puzo Michael J | 43,966 | $7.44M | 2.36% | +180+0.4% | Added |
| Hutchinson Capital Management | 44,247 | $7.49M | 1.81% | +146+0.3% | Added |
| Security National Trust Co | 42,670 | $7.50M | 1.74% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 44,442 | $7.52M | 1.29% | +193+0.4% | Added |
| Sonora Investment Management, LLC | 44,661 | $7.55M | 0.95% | +3,898+9.6% | Added |
| Farmers National Bank | 41,881 | $7.59M | 3.02% | +1,800+4.5% | Added |
| Cubist Systematic Strategies, LLC | 44,868 | $7.59M | 0.10% | +13,198+41.7% | Added |
| Alpha Omega Wealth Management LLC | 44,931 | $7.60M | 1.24% | −946−2.1% | Reduced |
| Bank of Nova Scotia Trust Co | 44,940 | $7.60M | 0.69% | −1,774−3.8% | Reduced |
| Avalon Global Asset Management LLC | 45,000 | $7.61M | 2.61% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 45,016 | $7.62M | 0.93% | −91−0.2% | Reduced |
| Keeler Thomas Management LLC | 45,004 | $7.62M | 3.63% | +2,013+4.7% | Added |
| Steel Peak Wealth Management LLC | 45,096 | $7.63M | 0.52% | −8,782−16.3% | Reduced |
| Harbor Investment Advisory, LLC | 45,272 | $7.66M | 1.04% | +1,580+3.6% | Added |
| Brookstone Capital Management | 44,370 | $7.67M | 0.14% | −1,517−3.3% | Reduced |
| Exchange Capital Management, Inc. | 45,379 | $7.68M | 1.49% | −1,280−2.7% | Reduced |
| CAPROCK Group, Inc. | 45,444 | $7.69M | 0.69% | +1,086+2.4% | Added |
| swisspartners Advisors Ltd | 45,528 | $7.70M | 5.41% | +8,480+22.9% | Added |
| Violich Capital Management, Inc. | 45,619 | $7.72M | 1.24% | +1,685+3.8% | Added |
| Gluskin Sheff & Assoc Inc | 45,678 | $7.73M | 0.32% | +599+1.3% | Added |
| Kidder Stephen W | 45,730 | $7.74M | 2.43% | +156+0.3% | Added |
| Duality Advisers, LP | 45,727 | $7.74M | 0.59% | +39,044+584.2% | Added |
| Zeno Research, LLC | 45,771 | $7.74M | 6.13% | +45,771 | New |
| Broderick Brian C | 45,781 | $7.75M | 2.07% | +5,077+12.5% | Added |
| Ameritas Investment Company, LLC | 45,895 | $7.76M | 0.36% | +23,037+100.8% | Added |
| PFS Investments Inc. | 43,981 | $7.78M | 0.16% | +11,474+35.3% | Added |
| Adell Harriman & Carpenter Inc | 46,225 | $7.82M | 0.81% | −1,207−2.5% | Reduced |
| Koshinski Asset Management, Inc. | 46,461 | $7.86M | 0.68% | +5,664+13.9% | Added |
| Sepio Capital, LP | 46,540 | $7.87M | 0.66% | +7,082+17.9% | Added |
| Shelton Capital Management | 46,658 | $7.89M | 0.31% | 00.0% | Unchanged |
| Novare Capital Management LLC | 46,740 | $7.91M | 0.88% | +3,302+7.6% | Added |
| Permanens Capital L.P. | 46,966 | $7.95M | 1.44% | +3,106+7.1% | Added |
| Motley Fool Asset Management LLC | 47,027 | $7.96M | 0.52% | +1,924+4.3% | Added |
| Key Financial Inc | 47,152 | $7.98M | 4.51% | −100−0.2% | Reduced |
| Fulcrum Capital LLC | 47,243 | $7.99M | 1.91% | +1,042+2.3% | Added |
| Lafayette Investments, Inc. | 47,333 | $8.01M | 2.17% | +115+0.2% | Added |
| Levin Capital Strategies, L.P. | 47,475 | $8.03M | 0.82% | −201−0.4% | Reduced |
| Princeton Capital Management LLC | 47,538 | $8.04M | 2.56% | +180+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,595 | $8.05M | 0.85% | +305+0.6% | Added |
| Van Strum & Towne Inc. | 47,724 | $8.07M | 3.18% | −150−0.3% | Reduced |
| Lido Advisors, LLC | 47,855 | $8.10M | 0.18% | −16,275−25.4% | Reduced |
| Providence Capital Advisors, LLC | 48,016 | $8.12M | 2.53% | +2,792+6.2% | Added |
| Blume Capital Management, Inc. | 48,031 | $8.13M | 2.97% | +160+0.3% | Added |
| Riverpark Capital Management LLC | 48,124 | $8.14M | 2.88% | +13,705+39.8% | Added |
| GWM Advisors LLC | 48,198 | $8.15M | 0.20% | +10,001+26.2% | Added |
| Shufro Rose & Co LLC | 48,372 | $8.18M | 0.64% | −878−1.8% | Reduced |
| Allstate Corp | 48,496 | $8.20M | 0.34% | −3,660−7.0% | Reduced |
| Ar Asset Management Inc | 48,529 | $8.21M | 2.30% | −150−0.3% | Reduced |
| Q Capital Solutions | 48,548 | $8.21M | 6.02% | +7,640+18.7% | Added |
| Columbia Asset Management | 48,695 | $8.24M | 1.81% | −279−0.6% | Reduced |
| Security National Bank | 48,825 | $8.26M | 2.07% | +2,545+5.5% | Added |
| Mercer Capital Advisers, Inc. | 48,861 | $8.27M | 4.42% | −1,405−2.8% | Reduced |
| Pathstone Family Office, LLC | 48,926 | $8.28M | 0.24% | +7,488+18.1% | Added |
| Independent Investors Inc | 48,965 | $8.28M | 2.06% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 48,992 | $8.29M | 1.35% | +185+0.4% | Added |
| Alerus Financial NA | 49,103 | $8.31M | 0.76% | +233+0.5% | Added |
| River Wealth Advisors LLC | 49,285 | $8.34M | 1.43% | +1,953+4.1% | Added |
| TLW Wealth Management, LLC | 49,399 | $8.36M | 4.57% | +375+0.8% | Added |
| Everence Capital Management Inc | 49,452 | $8.37M | 0.69% | +170+0.3% | Added |
| Moody Lynn & Lieberson, LLC | 49,762 | $8.42M | 0.63% | −654−1.3% | Reduced |
| Kinneret Advisory, LLC | 49,782 | $8.42M | 0.99% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 49,787 | $8.42M | 1.83% | +3,601+7.8% | Added |
| Siemens Fonds Invest GmbH | 49,836 | $8.43M | 0.56% | +2,143+4.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,998 | $8.46M | 0.53% | −5,000−9.1% | Reduced |
| Bank of the West | 50,000 | $8.46M | 0.88% | +3,037+6.5% | Added |
| Gabalex Capital Management LLC | 50,000 | $8.46M | 3.91% | +20,000+66.7% | Added |
| Calamos Wealth Management LLC | 50,169 | $8.49M | 0.69% | −2,206−4.2% | Reduced |
| Sara-Bay Financial | 50,697 | $8.58M | 3.36% | +1,543+3.1% | Added |
| Cramer Rosenthal McGlynn LLC | 50,843 | $8.60M | 0.29% | +1,564+3.2% | Added |
| IBM Retirement Fund | 51,298 | $8.68M | 0.68% | +112+0.2% | Added |
| Sand Hill Global Advisors, LLC | 51,329 | $8.68M | 0.53% | −957−1.8% | Reduced |
| North Growth Management Ltd. | 51,000 | $8.69M | 1.53% | 00.0% | Unchanged |
| Kdi Capital Partners LLC | 51,402 | $8.70M | 3.00% | +1,199+2.4% | Added |
| Wade G W & Inc | 51,477 | $8.71M | 0.41% | +1,881+3.8% | Added |
| Motco | 51,479 | $8.71M | 0.57% | +216+0.4% | Added |
| Stonebridge Capital Management Inc | 51,561 | $8.72M | 3.20% | −500−1.0% | Reduced |
| Pinpoint Asset Management Ltd | 50,100 | $8.74M | 3.21% | −45,700−47.7% | Reduced |
| Citizens National Bank Trust Department | 51,879 | $8.78M | 2.49% | +1,415+2.8% | Added |
| Frontier Wealth Management LLC | 51,897 | $8.78M | 0.61% | −1,695−3.2% | Reduced |
| Community Financial Services Group, LLC | 52,067 | $8.81M | 2.40% | −605−1.1% | Reduced |
| Twin Capital Management Inc | 52,142 | $8.82M | 0.90% | −3,763−6.7% | Reduced |
| Wendell David Associates Inc | 52,305 | $8.85M | 0.99% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 52,374 | $8.86M | 0.66% | −1,140−2.1% | Reduced |
| WealthBridge Investment Counsel Inc. | 52,681 | $8.91M | 4.00% | −1,786−3.3% | Reduced |
| Winslow Asset Management Inc | 52,694 | $8.91M | 1.72% | −980−1.8% | Reduced |
| Madison Asset Management, LLC | 52,766 | $8.93M | 0.12% | +1,334+2.6% | Added |
| Tudor Investment Corp Et Al | 52,856 | $8.94M | 0.18% | +22,911+76.5% | Added |
| Caldwell Trust Co | 53,028 | $8.97M | 1.13% | +2,296+4.5% | Added |
| Pettyjohn, Wood & White, Inc | 53,074 | $8.98M | 1.99% | +443+0.8% | Added |
| Meeder Asset Management Inc | 53,102 | $8.98M | 0.47% | −3,391−6.0% | Reduced |
| Point72 Hong Kong Ltd | 53,425 | $9.04M | 0.70% | +27,925+109.5% | Added |
| Trust Co of Toledo NA | 53,742 | $9.09M | 1.49% | −551−1.0% | Reduced |
| Karpas Strategies, LLC | 53,540 | $9.09M | 3.00% | −75−0.1% | Reduced |
| Parkside Investments, LLC | 60,823 | $9.11M | 1.91% | +7,930+15.0% | Added |