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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 1,750 | $296.0K | 0.19% | +1,750 | New |
| Smith & Howard Wealth Management, LLC | 1,753 | $297.0K | 0.14% | −60−3.3% | Reduced |
| Occidental Asset Management, LLC | 1,756 | $297.0K | 0.08% | 00.0% | Unchanged |
| GenTrust, LLC | 1,755 | $297.0K | 0.02% | +205+13.2% | Added |
| Berger Financial Group, Inc | 1,763 | $298.0K | 0.05% | −133−7.0% | Reduced |
| Spectrum Management Group, LLC | 1,764 | $298.0K | 0.05% | +1,054+148.5% | Added |
| Jump Financial, LLC | 1,768 | $299.0K | 0.02% | −8,748−83.2% | Reduced |
| Sather Financial Group Inc | 1,778 | $301.0K | 0.03% | +1,778 | New |
| Sound Income Strategies, LLC | 1,786 | $302.0K | 0.04% | +4+0.2% | Added |
| Fairview Capital Investment Management, LLC | 1,791 | $303.0K | 0.02% | +52+3.0% | Added |
| ERn Financial, LLC | 1,793 | $303.0K | 0.08% | +296+19.8% | Added |
| Shilanski & Associates, Inc. | 1,798 | $304.0K | 0.14% | +2+0.1% | Added |
| EWG Elevate Inc. | 1,796 | $304.0K | 0.13% | +17+1.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,758 | $304.0K | 0.09% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 1,796 | $304.0K | 0.16% | +150+9.1% | Added |
| Plotkin Financial Advisors, LLC | 1,801 | $304.8K | 0.18% | +81+4.7% | Added |
| Element Wealth, LLC | 1,803 | $305.0K | 0.24% | −9−0.5% | Reduced |
| Cohen & Steers, Inc. | 1,801 | $305.0K | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 1,800 | $305.0K | 0.08% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 1,810 | $306.0K | 0.12% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 1,816 | $307.0K | 0.18% | −25−1.4% | Reduced |
| Baskin Financial Services Inc. | 1,813 | $307.0K | 0.03% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 1,819 | $308.0K | 0.08% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,822 | $308.0K | 0.06% | +289+18.9% | Added |
| Semmax Financial Advisors Inc. | 1,824 | $309.0K | 0.11% | −185−9.2% | Reduced |
| McCarthy Asset Management, Inc. | 1,828 | $309.0K | 0.23% | −162−8.1% | Reduced |
| Clear Street Markets LLC | 1,829 | $309.0K | 0.07% | −51−2.7% | Reduced |
| Abacus Wealth Partners, LLC | 1,828 | $309.2K | 0.11% | −493−21.2% | Reduced |
| PrairieView Partners, LLC | 1,835 | $310.0K | 0.05% | 00.0% | Unchanged |
| Lincoln Capital Corp | 1,831 | $310.0K | 0.17% | +72+4.1% | Added |
| Concorde Asset Management, LLC | 1,838 | $311.0K | 0.18% | −76−4.0% | Reduced |
| Financial Advisory Group | 1,840 | $311.0K | 0.07% | +250+15.7% | Added |
| Chase Investment Counsel Corp | 1,846 | $312.0K | 0.13% | 00.0% | Unchanged |
| Penbrook Management LLC | 1,850 | $313.0K | 0.20% | 00.0% | Unchanged |
| Range Financial Group LLC | 1,848 | $313.0K | 0.23% | +10+0.5% | Added |
| Financial Council Asset Management Inc | 1,849 | $313.0K | 0.44% | +1,849 | New |
| Red Wave Investments LLC | 1,858 | $314.0K | 0.11% | −11−0.6% | Reduced |
| Financial Planning & Information Services, Inc. | 1,856 | $314.0K | 0.09% | +83+4.7% | Added |
| Interchange Capital Partners, LLC | 1,865 | $315.0K | 0.53% | −144−7.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,861 | $315.0K | 0.03% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,858 | $315.0K | 0.06% | +117+6.7% | Added |
| Ambassador Advisors, LLC | 1,877 | $317.0K | 0.06% | +1,877 | New |
| Paradigm Asset Management Co LLC | 1,900 | $321.4K | 0.09% | −200−9.5% | Reduced |
| Maltin Wealth Management, Inc. | 1,901 | $322.0K | 0.20% | +31+1.7% | Added |
| Newport Wealth Strategies, Inc. | 1,904 | $322.0K | 0.19% | +225+13.4% | Added |
| Greylin Investment Mangement Inc | 1,914 | $324.0K | 0.07% | −110−5.4% | Reduced |
| Bouchey Financial Group Ltd | 1,924 | $325.0K | 0.05% | +301+18.5% | Added |
| Terril Brothers, Inc. | 1,940 | $328.0K | 0.08% | −24−1.2% | Reduced |
| Guild Investment Management, Inc. | 1,941 | $328.0K | 0.32% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 1,937 | $328.0K | 0.13% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,944 | $329.0K | 0.03% | −14−0.7% | Reduced |
| Catalyst Private Wealth, LLC | 1,947 | $329.0K | 0.14% | +2+0.1% | Added |
| JGP Wealth Management, LLC | 1,942 | $329.0K | 0.07% | +6+0.3% | Added |
| Credential Qtrade Securities Inc. | 1,945 | $329.0K | 0.03% | +88+4.7% | Added |
| Chickasaw Capital Management LLC | 1,955 | $331.0K | 0.02% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,957 | $331.0K | 0.29% | +102+5.5% | Added |
| Catalyst Capital Advisors LLC | 1,960 | $332.0K | 0.02% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,969 | $333.0K | 0.19% | +1+0.1% | Added |
| Centiva Capital, LP | 1,981 | $335.0K | 0.03% | −1,747−46.9% | Reduced |
| Sovereign Financial Group, Inc. | 1,983 | $335.0K | 0.19% | −1,154−36.8% | Reduced |
| Brio Consultants, LLC | 1,983 | $335.0K | 0.08% | −35−1.7% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 1,902 | $336.0K | 0.20% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,985 | $336.0K | 0.07% | +3+0.2% | Added |
| Day & Ennis, LLC | 1,988 | $336.0K | 0.12% | +225+12.8% | Added |
| Aveo Capital Partners, LLC | 1,987 | $336.0K | 0.07% | +284+16.7% | Added |
| Biechele Royce Advisors | 1,984 | $336.0K | 0.15% | +1,984 | New |
| Essex Private Wealth Management, LLC | 1,992 | $337.0K | 0.31% | −158−7.3% | Reduced |
| Capstone Financial Advisors, Inc. | 1,990 | $337.0K | 0.03% | 00.0% | Unchanged |
| Castleark Management LLC | 2,000 | $338.0K | 0.01% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 2,000 | $338.0K | 0.20% | 00.0% | Unchanged |
| Defender Capital, LLC. | 2,000 | $338.0K | 0.11% | 00.0% | Unchanged |
| CastleArk Alternatives, LLC | 2,000 | $338.0K | 0.01% | +2,000 | New |
| Marks Group Wealth Management, Inc | 2,003 | $339.0K | 0.05% | +2,003 | New |
| Firestone Capital Management | 1,937 | $341.0K | 0.11% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,023 | $342.0K | 0.07% | −25−1.2% | Reduced |
| S.A. Mason LLC | 2,021 | $342.0K | 0.23% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 2,023 | $343.0K | 0.18% | +5+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 2,027 | $343.0K | 0.16% | +63+3.2% | Added |
| TMD Wealth Management, LLC | 2,026 | $343.0K | 0.14% | +150+8.0% | Added |
| Albert D Mason Inc | 2,035 | $344.0K | 0.22% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 2,032 | $344.0K | 0.16% | +10.0% | Added |
| Bontempo Ohly Capital Mgmt LLC | 2,045 | $346.0K | 0.19% | −565−21.6% | Reduced |
| Wagner Wealth Management, LLC | 2,046 | $346.0K | 0.28% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,060 | $348.0K | 0.15% | +232+12.7% | Added |
| Salomon & Ludwin, LLC | 2,057 | $348.0K | 0.05% | +419+25.6% | Added |
| Pin Oak Investment Advisors Inc | 2,064 | $349.0K | 0.39% | −128−5.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,070 | $350.0K | 0.55% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 2,073 | $351.0K | 0.06% | −125−5.7% | Reduced |
| High Note Wealth, LLC | 2,086 | $352.0K | 0.13% | 00.0% | Unchanged |
| New Capital Management LP | 2,010 | $353.0K | 0.19% | +2,010 | New |
| Full Sail Capital, LLC | 2,090 | $354.0K | 0.03% | −22−1.0% | Reduced |
| Pensionmark Financial Group, LLC | 2,100 | $355.0K | 0.08% | −12−0.6% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,100 | $355.0K | 0.13% | +600+40.0% | Added |
| Magnolia Capital Management Ltd | 2,100 | $355.0K | 0.31% | +2,100 | New |
| Fermata Advisors, LLC | 2,102 | $356.0K | 0.16% | +125+6.3% | Added |
| Rinet Co LLC | 2,108 | $357.0K | 0.07% | +9+0.4% | Added |
| Advisors Management Group Inc | 2,116 | $358.0K | 0.11% | −172−7.5% | Reduced |
| Ellenbecker Investment Group | 2,121 | $358.0K | 0.11% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 2,116 | $358.0K | 0.23% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 2,116 | $358.0K | 0.34% | 00.0% | Unchanged |