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 |
|---|---|---|---|---|---|
| Nelson Capital Management, LLC | 53,886 | $9.12M | 1.81% | −262−0.5% | Reduced |
| Rothschild Investment Corp | 53,951 | $9.13M | 0.77% | −15,510−22.3% | Reduced |
| Alpha Cubed Investments, LLC | 54,039 | $9.14M | 0.69% | +4,906+10.0% | Added |
| Strategy Asset Managers LLC | 54,310 | $9.19M | 2.04% | −4,310−7.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 54,468 | $9.21M | 2.53% | +846+1.6% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 54,591 | $9.23M | 2.99% | −150−0.3% | Reduced |
| Granite Investment Advisors, LLC | 54,680 | $9.25M | 1.50% | −1,529−2.7% | Reduced |
| GHP Investment Advisors, Inc. | 54,812 | $9.27M | 0.73% | −485−0.9% | Reduced |
| Simmons Bank | 54,825 | $9.28M | 0.67% | +130.0% | Added |
| City Holding Co | 54,848 | $9.28M | 1.59% | +1,158+2.2% | Added |
| Olstein Capital Management, L.P. | 55,000 | $9.30M | 1.14% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 55,000 | $9.30M | 0.88% | 00.0% | Unchanged |
| NBT Bank N A | 55,031 | $9.31M | 1.29% | −47−0.1% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 55,500 | $9.39M | 0.08% | +28,983+109.3% | Added |
| AlphaCrest Capital Management LLC | 55,636 | $9.41M | 0.49% | +43,120+344.5% | Added |
| Graypoint LLC | 55,777 | $9.44M | 1.16% | +224+0.4% | Added |
| Cigna Investments Inc | 55,815 | $9.44M | 0.71% | −1,042−1.8% | Reduced |
| Schmidt P J Investment Management Inc | 55,124 | $9.48M | 1.86% | +86+0.2% | Added |
| Blue Pool Management Ltd. | 56,072 | $9.49M | 0.68% | 00.0% | Unchanged |
| Norris Perne & French LLP | 56,115 | $9.49M | 0.82% | +1,662+3.1% | Added |
| Harbour Investments, Inc. | 56,139 | $9.50M | 0.30% | −764−1.3% | Reduced |
| Harbor Advisors LLC | 56,138 | $9.50M | 1.90% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 56,153 | $9.50M | 0.84% | −500−0.9% | Reduced |
| BTC Capital Management, Inc. | 56,350 | $9.53M | 1.07% | −4,119−6.8% | Reduced |
| Ameritas Investment Partners, Inc. | 56,711 | $9.59M | 0.35% | −159−0.3% | Reduced |
| Toth Financial Advisory Corp | 56,774 | $9.60M | 1.46% | +521+0.9% | Added |
| Country Club Trust Company, n.a. | 55,954 | $9.66M | 0.83% | +1,204+2.2% | Added |
| Telemus Capital, LLC | 57,383 | $9.71M | 0.82% | +706+1.2% | Added |
| South State Corp. | 57,667 | $9.76M | 0.82% | −160−0.3% | Reduced |
| Forbes J M & Co LLP | 57,908 | $9.80M | 1.24% | +54,729+1,721.6% | Added |
| Janney Capital Management LLC | 57,965 | $9.81M | 0.66% | +4,401+8.2% | Added |
| Yost Capital Management, LP | 57,976 | $9.81M | 9.91% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 58,032 | $9.82M | 2.64% | −369−0.6% | Reduced |
| First National Trust Co | 58,033 | $9.82M | 0.59% | +285+0.5% | Added |
| Leavell Investment Management, Inc. | 58,237 | $9.85M | 0.73% | −2,012−3.3% | Reduced |
| GFG Capital, LLC | 58,316 | $9.87M | 3.12% | −729−1.2% | Reduced |
| Impax Asset Management Group plc | 58,341 | $9.87M | 0.04% | +96+0.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 58,829 | $9.95M | 1.73% | +5,233+9.8% | Added |
| Channing Capital Management, LLC | 59,047 | $9.99M | 0.31% | −1,964−3.2% | Reduced |
| Wetherby Asset Management Inc | 59,203 | $10.0M | 0.62% | −280.0% | Reduced |
| Eagle Global Advisors LLC | 59,275 | $10.0M | 0.66% | +438+0.7% | Added |
| Courier Capital LLC | 59,296 | $10.0M | 0.95% | +1,233+2.1% | Added |
| Mutual Advisors, LLC | 59,392 | $10.0M | 0.60% | +1,990+3.5% | Added |
| Bridgeway Capital Management, LLC | 59,915 | $10.1M | 0.19% | +1,800+3.1% | Added |
| Shellback Capital, LP | 60,000 | $10.2M | 0.59% | −57,800−49.1% | Reduced |
| EULAV Asset Management | 60,057 | $10.2M | 0.27% | −35−0.1% | Reduced |
| Northeast Financial Consultants Inc | 60,391 | $10.2M | 0.68% | −12,631−17.3% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 60,460 | $10.2M | 0.53% | −3,870−6.0% | Reduced |
| McCollum Christoferson Group LLC | 60,661 | $10.3M | 2.44% | +125+0.2% | Added |
| Capital Investment Advisors, LLC | 61,023 | $10.3M | 0.35% | +1,002+1.7% | Added |
| Brewin Dolphin Wealth Management Ltd | 61,049 | $10.3M | 1.18% | +5,833+10.6% | Added |
| Addenda Capital Inc. | 61,201 | $10.4M | 0.49% | −235−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 91,784 | $10.4M | 0.61% | +4,065+4.6% | Added |
| Pioneer Trust Bank N A | 61,407 | $10.4M | 2.97% | −150.0% | Reduced |
| Terry L. Blaker | 61,449 | $10.4M | 0.66% | +370+0.6% | Added |
| Argent Trust Co | 61,927 | $10.5M | 0.67% | +2,266+3.8% | Added |
| Credit Agricole S A | 62,023 | $10.5M | 0.38% | −5,477−8.1% | Reduced |
| Integrated Wealth Concepts LLC | 62,153 | $10.5M | 0.34% | +5,961+10.6% | Added |
| Bridges Investment Management Inc | 62,177 | $10.5M | 0.33% | −69,375−52.7% | Reduced |
| Buckingham Capital Management, Inc. | 62,223 | $10.5M | 1.72% | +1,604+2.6% | Added |
| 1st Source Bank | 62,432 | $10.6M | 0.67% | −210−0.3% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 62,524 | $10.6M | 1.82% | +17,438+38.7% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 62,665 | $10.6M | 1.50% | −913−1.4% | Reduced |
| 1832 Asset Management L.P. | 62,336 | $10.6M | 0.02% | +2,032+3.4% | Added |
| Freestone Capital Holdings, LLC | 62,797 | $10.6M | 0.53% | +10,654+20.4% | Added |
| Capula Management Ltd | 62,796 | $10.6M | 0.82% | +34,757+124.0% | Added |
| Exencial Wealth Advisors, LLC | 62,990 | $10.7M | 0.46% | +15,861+33.7% | Added |
| American Portfolios Advisors | 63,030 | $10.7M | 0.40% | −3,352−5.0% | Reduced |
| RNC Capital Management LLC | 63,330 | $10.7M | 0.57% | +7,574+13.6% | Added |
| Anchor Investment Management, LLC | 63,383 | $10.7M | 1.49% | +418+0.7% | Added |
| Griffin Asset Management, Inc. | 63,484 | $10.7M | 1.37% | +8,135+14.7% | Added |
| Guyasuta Investment Advisors Inc | 63,890 | $10.8M | 0.77% | +1,215+1.9% | Added |
| Lincoln National Corp | 64,608 | $10.9M | 0.24% | +1,044+1.6% | Added |
| Acadian Asset Management LLC | 64,881 | $11.0M | 0.04% | −19,516−23.1% | Reduced |
| Quinn Opportunity Partners LLC | 65,000 | $11.0M | 0.70% | +3,000+4.8% | Added |
| Northwest & Ethical Investments L.P. | 65,016 | $11.0M | 0.36% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 65,040 | $11.0M | 0.88% | +2,421+3.9% | Added |
| Lyell Wealth Management, LP | 65,276 | $11.0M | 1.34% | +3,328+5.4% | Added |
| Stelac Advisory Services LLC | 65,296 | $11.0M | 2.96% | −3,365−4.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 65,384 | $11.1M | 2.34% | +85+0.1% | Added |
| RPG Investment Advisory, LLC | 65,639 | $11.1M | 1.83% | −35−0.1% | Reduced |
| Telos Capital Management, Inc. | 65,893 | $11.1M | 1.53% | +3,962+6.4% | Added |
| Nixon Capital, LLC | 66,081 | $11.2M | 5.72% | +362+0.6% | Added |
| Parthenon LLC | 66,185 | $11.2M | 1.68% | −580−0.9% | Reduced |
| Matthew Goff Investment Advisor, LLC | 66,352 | $11.2M | 2.75% | +195+0.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 66,376 | $11.2M | 2.80% | +164+0.2% | Added |
| Geneos Wealth Management Inc. | 64,094 | $11.3M | 0.43% | +4,077+6.8% | Added |
| Edgemoor Investment Advisors, Inc. | 66,800 | $11.3M | 1.29% | −18,646−21.8% | Reduced |
| First Nebraska Trust Co | 66,824 | $11.3M | 1.48% | −160−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 66,892 | $11.3M | 0.57% | −34−0.1% | Reduced |
| Proem Advisors LLC | 67,000 | $11.3M | 9.76% | +7,000+11.7% | Added |
| Covington Investment Advisors Inc. | 67,254 | $11.3M | 2.44% | +170+0.3% | Added |
| Advisors Asset Management, Inc. | 67,019 | $11.3M | 0.17% | +3,365+5.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 67,138 | $11.4M | 1.37% | +1,664+2.5% | Added |
| Schwerin Boyle Capital Management Inc | 67,275 | $11.4M | 0.96% | −200−0.3% | Reduced |
| Girard Partners Ltd. | 67,388 | $11.4M | 1.44% | −1,662−2.4% | Reduced |
| Baker Chad R | 67,675 | $11.4M | 2.57% | 00.0% | Unchanged |
| West Coast Financial LLC | 67,832 | $11.5M | 1.85% | +1,432+2.2% | Added |
| First Financial Bank - Trust Division | 68,034 | $11.5M | 1.26% | +99+0.1% | Added |
| Montag A & Associates Inc | 68,839 | $11.6M | 0.63% | +663+1.0% | Added |