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; 2,947 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 | 2,947 | $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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Am Investment Strategies LLC | 1,359 | $230.0K | 0.06% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,364 | $231.0K | 0.08% | −10−0.7% | Reduced |
| South Shore Capital Advisors | 1,373 | $232.0K | 0.43% | −80−5.5% | Reduced |
| Courage Miller Partners, LLC | 1,376 | $233.0K | 0.09% | 00.0% | Unchanged |
| Must Asset Management Inc. | 1,361 | $235.0K | 0.15% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 1,396 | $236.0K | 0.03% | −21−1.5% | Reduced |
| Pettinga Financial Advisors, LLC | 1,397 | $236.0K | 0.06% | +10+0.7% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,394 | $236.0K | 0.16% | +56+4.2% | Added |
| AlphaCore Capital LLC | 1,395 | $236.0K | 0.12% | +1,395 | New |
| Brickley Wealth Management | 1,402 | $237.0K | 0.06% | +179+14.6% | Added |
| Charles Schwab Trust Co | 1,409 | $238.0K | 0.05% | −1,231−46.6% | Reduced |
| Davy Global Fund Management Ltd | 1,410 | $239.0K | 0.04% | −104−6.9% | Reduced |
| Archetype Wealth Partners | 1,432 | $242.0K | 0.08% | 00.0% | Unchanged |
| 360 Financial, Inc. | 1,428 | $242.0K | 0.12% | 00.0% | Unchanged |
| Solitude Financial Services | 1,436 | $243.0K | 0.17% | +1,436 | New |
| Credit Capital Investments LLC | 1,442 | $244.0K | 0.26% | +1,442 | New |
| Capitolis Advisors LLC | 1,431 | $245.0K | 0.00% | −35,913−96.2% | Reduced |
| Pendal Group Limited | 1,451 | $245.0K | 0.00% | −30,485−95.5% | Reduced |
| Heartwood Wealth Advisors LLC | 1,450 | $245.0K | 0.04% | +25+1.8% | Added |
| D.B. Root & Company, LLC | 1,457 | $246.0K | 0.10% | −5−0.3% | Reduced |
| Isthmus Partners, LLC | 1,455 | $246.0K | 0.04% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 1,454 | $246.0K | 0.07% | +22+1.5% | Added |
| Barry Investment Advisors, LLC | 1,458 | $247.0K | 0.07% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,423 | $247.0K | 0.10% | +130+10.1% | Added |
| C M Bidwell & Associates Ltd | 1,465 | $248.0K | 0.16% | −723−33.0% | Reduced |
| Spotlight Asset Group, Inc. | 1,486 | $251.0K | 0.13% | −142−8.7% | Reduced |
| Smith Shellnut Wilson LLC | 1,483 | $251.0K | 0.15% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 1,481 | $251.0K | 0.04% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 1,485 | $251.0K | 0.08% | +1,485 | New |
| Coastal Capital Group, Inc. | 1,487 | $252.0K | 0.06% | −161−9.8% | Reduced |
| Lee Financial Co | 1,490 | $252.0K | 0.05% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 1,492 | $252.0K | 0.18% | 00.0% | Unchanged |
| Boyer & Corporon Wealth Management, LLC | 1,496 | $253.0K | 0.08% | −36,512−96.1% | Reduced |
| Hayden Royal, LLC | 1,495 | $253.0K | 0.41% | −2,138−58.8% | Reduced |
| Paragon Capital Management LLC | 1,497 | $253.0K | 0.13% | −87−5.5% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,494 | $253.0K | 0.11% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 1,503 | $254.0K | 0.15% | −182−10.8% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $254.0K | 0.12% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 1,504 | $254.0K | 0.16% | +8+0.5% | Added |
| Teza Capital Management LLC | 1,506 | $255.0K | 0.12% | −2,038−57.5% | Reduced |
| Fenimore Asset Management Inc | 1,513 | $256.0K | 0.01% | 00.0% | Unchanged |
| Innova Wealth Partners | 1,516 | $256.0K | 0.20% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,515 | $256.0K | 0.05% | +1,515 | New |
| RWM Asset Management, LLC | 1,517 | $257.0K | 0.05% | −97−6.0% | Reduced |
| Yorktown Management & Research Co Inc | 1,520 | $257.0K | 0.19% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1,517 | $257.0K | 0.21% | +1,517 | New |
| Genesee Capital Advisors, LLC | 1,518 | $257.0K | 0.13% | +1,518 | New |
| Beirne Wealth Consulting Services, LLC | 1,526 | $258.0K | 0.15% | 00.0% | Unchanged |
| Navalign, LLC | 1,529 | $259.0K | 0.11% | −17−1.1% | Reduced |
| Guidance Point Advisors, LLC | 1,533 | $259.0K | 0.09% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 1,519 | $260.0K | 0.15% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,534 | $260.0K | 0.09% | +239+18.5% | Added |
| Washburn Capital Management, Inc. | 1,544 | $261.0K | 0.17% | −85−5.2% | Reduced |
| Tfo-TDC, LLC | 1,545 | $261.0K | 0.05% | +1,145+286.3% | Added |
| WestHill Financial Advisors, Inc. | 1,541 | $261.0K | 0.08% | +1,541 | New |
| High Falls Advisors, Inc | 1,555 | $263.0K | 0.07% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 1,554 | $263.0K | 0.24% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,551 | $263.0K | 0.04% | +225+17.0% | Added |
| BEAM Asset Management, LLC | 1,560 | $264.0K | 0.23% | +116+8.0% | Added |
| KFA Private Wealth Group, LLC | 1,566 | $265.0K | 0.15% | −62−3.8% | Reduced |
| High Pines Wealth Management, LLC | 1,572 | $266.0K | 0.18% | +1,572 | New |
| Verity & Verity, LLC | 1,571 | $267.0K | 0.04% | −220−12.3% | Reduced |
| Black Diamond Financial, LLC | 1,583 | $268.0K | 0.13% | −21−1.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 1,535 | $270.0K | 0.10% | +34+2.3% | Added |
| Better Money Decisions, LLC | 1,602 | $271.0K | 0.22% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 1,600 | $271.0K | 0.08% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 1,605 | $272.0K | 0.05% | −3,330−67.5% | Reduced |
| AIMZ Investment Advisors, LLC | 1,608 | $272.0K | 0.12% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,614 | $273.0K | 0.09% | +5+0.3% | Added |
| Tatro Capital, LLC | 1,620 | $274.0K | 0.21% | −212−11.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,629 | $275.0K | 0.09% | +51+3.2% | Added |
| Ergoteles LLC | 1,627 | $275.0K | 0.01% | +455+38.8% | Added |
| Harvest Investment Services, LLC | 1,636 | $276.0K | 0.11% | −102−5.9% | Reduced |
| AllSquare Wealth Management LLC | 1,642 | $278.0K | 0.17% | −13−0.8% | Reduced |
| David J Yvars Group | 1,592 | $280.0K | 0.16% | −55−3.3% | Reduced |
| Norris Financial Group, LLC | 1,660 | $280.8K | 0.19% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,667 | $282.0K | 0.28% | −1,109−39.9% | Reduced |
| Appleton Group, LLC | 1,672 | $283.0K | 0.24% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,670 | $283.0K | 0.16% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 1,673 | $283.0K | 0.08% | +28+1.7% | Added |
| Collective Family Office LLC | 1,671 | $283.0K | 0.12% | +37+2.3% | Added |
| Curi Capital | 1,689 | $285.0K | 0.13% | −29−1.7% | Reduced |
| Johnson Bixby & Associates, LLC | 1,682 | $285.0K | 0.08% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,703 | $288.0K | 0.04% | +17+1.0% | Added |
| Foster Victor Wealth Advisors, LLC | 1,702 | $288.0K | 0.05% | +52+3.2% | Added |
| Vestor Capital, LLC | 1,703 | $288.0K | 0.03% | +690+68.1% | Added |
| Juncture Wealth Strategies, LLC | 1,710 | $289.0K | 0.15% | +1,710 | New |
| Zevin Asset Management LLC | 1,716 | $290.0K | 0.06% | −175−9.3% | Reduced |
| Rock Creek Group, LP | 1,718 | $291.0K | 0.05% | −978−36.3% | Reduced |
| Financial Management Concepts Corp | 1,723 | $291.0K | 0.23% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,726 | $292.0K | 0.09% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,725 | $292.0K | 0.10% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,725 | $292.0K | 0.11% | +307+21.7% | Added |
| Somerset Trust Co | 1,730 | $293.0K | 0.12% | +404+30.5% | Added |
| Strid Group, LLC | 1,736 | $294.0K | 0.07% | +20+1.2% | Added |
| Northern Oak Wealth Management Inc | 1,751 | $296.0K | 0.04% | −81−4.4% | Reduced |
| Bell Bank | 1,752 | $296.0K | 0.04% | −10−0.6% | Reduced |
| Nkcfo LLC | 1,749 | $296.0K | 0.10% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,750 | $296.0K | 0.22% | +5+0.3% | Added |
| Madison Wealth Partners, Inc | 1,749 | $296.0K | 0.17% | +70+4.2% | Added |