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 |
|---|---|---|---|---|---|
| W.G. Shaheen & Associates DBA Whitney & Co | 2,125 | $359.0K | 0.06% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 2,131 | $361.0K | 0.16% | 00.0% | Unchanged |
| CAMG Solamere Management, LLC | 2,146 | $362.0K | 0.30% | +100+4.9% | Added |
| Capital Advisors, Ltd. LLC | 2,140 | $362.0K | 0.06% | +429+25.1% | Added |
| Fortis Advisors, LLC | 2,150 | $364.0K | 0.22% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,150 | $364.0K | 0.21% | +426+24.7% | Added |
| Prudent Investors Network | 2,149 | $364.0K | 0.18% | +2,149 | New |
| First Financial Corp | 2,159 | $365.0K | 0.24% | −75−3.4% | Reduced |
| HYA Advisors, Inc | 2,104 | $365.0K | 0.15% | +200+10.5% | Added |
| Focused Wealth Management, Inc | 2,165 | $366.0K | 0.06% | +2+0.1% | Added |
| DB Wealth Management Group, LLC | 2,164 | $366.0K | 0.24% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 2,164 | $366.0K | 0.30% | +50+2.4% | Added |
| Financial Advisors Network, Inc. | 2,295 | $366.0K | 0.08% | +336+17.2% | Added |
| Phoenix Wealth Advisors | 2,170 | $367.0K | 0.27% | −37−1.7% | Reduced |
| Financial Advisors, LLC | 2,175 | $368.0K | 0.12% | −310−12.5% | Reduced |
| Capital Investment Services of America, Inc. | 2,176 | $368.0K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,180 | $369.0K | 0.06% | −233−9.7% | Reduced |
| DSC Advisors, L.P. | 2,179 | $369.0K | 0.49% | −127−5.5% | Reduced |
| Marshall Financial Group LLC | 369 | $369.0K | 0.19% | −1,838−83.3% | Reduced |
| Coyle Financial Counsel LLC | 2,189 | $370.0K | 0.22% | +2,189 | New |
| San Luis Wealth Advisors LLC | 2,189 | $370.0K | 0.21% | +2,189 | New |
| Henshaw Capital LLC | 2,190 | $370.5K | 0.02% | 00.0% | Unchanged |
| JT Stratford LLC | 2,194 | $371.0K | 0.11% | −636−22.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,163 | $371.0K | 0.29% | −20−0.9% | Reduced |
| Cutler Investment Counsel LLC | 2,197 | $372.0K | 0.06% | +20+0.9% | Added |
| Crewe Advisors LLC | 2,200 | $372.0K | 0.09% | +40+1.9% | Added |
| Selective Wealth Management, Inc. | 2,203 | $373.0K | 0.20% | −508−18.7% | Reduced |
| Corbett Road Capital Management, LLC | 2,205 | $373.0K | 0.65% | +138+6.7% | Added |
| Aua Capital Management, LLC | 2,217 | $375.0K | 0.24% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 2,216 | $375.0K | 0.28% | 00.0% | Unchanged |
| Alesco Advisors LLC | 2,214 | $375.0K | 0.01% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,215 | $375.0K | 0.07% | +6+0.3% | Added |
| Dividend Assets Capital, LLC | 2,230 | $377.0K | 0.08% | −450−16.8% | Reduced |
| Domani Wealth, LLC | 2,231 | $377.0K | 0.08% | −301−11.9% | Reduced |
| Alphasimplex Group, LLC | 2,235 | $378.0K | 0.31% | −3,412−60.4% | Reduced |
| Veritas Investment Management (UK) Ltd | 2,234 | $378.0K | 0.06% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,240 | $379.0K | 0.12% | −294−11.6% | Reduced |
| Willow Creek Wealth Management Inc. | 2,247 | $380.0K | 0.08% | −10.0% | Reduced |
| 17 Capital Partners, LLC | 2,254 | $381.0K | 0.36% | 00.0% | Unchanged |
| Ratan Capital Management LP | 2,250 | $381.0K | 0.05% | 00.0% | Unchanged |
| TRH Financial, LLC | 2,261 | $382.0K | 0.15% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 2,256 | $382.0K | 0.43% | 00.0% | Unchanged |
| AXS Investments LLC | 2,277 | $385.0K | 0.14% | −804−26.1% | Reduced |
| Arcus Capital Partners, LLC | 2,277 | $385.0K | 0.14% | −267−10.5% | Reduced |
| Sit Investment Associates Inc | 2,280 | $386.0K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 2,280 | $386.0K | 0.20% | 00.0% | Unchanged |
| Hilltop Wealth Advisors, LLC | 2,298 | $389.0K | 0.27% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 2,297 | $389.0K | 0.07% | +301+15.1% | Added |
| Canton Hathaway, LLC | 2,300 | $389.0K | 0.11% | +585+34.1% | Added |
| Gratus Capital LLC | 2,311 | $391.0K | 0.04% | +638+38.1% | Added |
| O'Keefe Stevens Advisory, Inc. | 2,320 | $392.0K | 0.21% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 2,327 | $394.0K | 0.25% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,345 | $396.0K | 0.20% | −192−7.6% | Reduced |
| Mascoma Wealth Management LLC | 2,339 | $396.0K | 0.15% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 2,286 | $397.0K | 0.61% | +145+6.8% | Added |
| Levy Wealth Management Group, LLC | 2,354 | $398.0K | 0.22% | −79−3.2% | Reduced |
| USAdvisors Wealth Management, LLC | 2,359 | $399.0K | 0.17% | +287+13.9% | Added |
| Riverpoint Wealth Management Holdings, LLC | 2,372 | $401.0K | 0.14% | −440−15.6% | Reduced |
| Ellevest, Inc. | 2,377 | $402.0K | 0.04% | +1,309+122.6% | Added |
| Lesa Sroufe & Co | 2,381 | $403.0K | 0.43% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 2,382 | $403.0K | 0.13% | +25+1.1% | Added |
| Lebenthal Global Advisors, LLC | 2,385 | $403.0K | 0.25% | +203+9.3% | Added |
| Private Management Group Inc | 2,386 | $404.0K | 0.02% | −96−3.9% | Reduced |
| Select Asset Management & Trust | 2,391 | $404.0K | 0.29% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,390 | $404.0K | 0.23% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,391 | $404.0K | 0.26% | +17+0.7% | Added |
| Castle Rock Wealth Management, LLC | 2,298 | $406.0K | 0.14% | −1,374−37.4% | Reduced |
| JFG Wealth Management, LLC | 2,400 | $406.0K | 0.19% | +6+0.3% | Added |
| Asio Capital, LLC | 2,400 | $406.0K | 0.14% | +842+54.0% | Added |
| Ade, LLC | 2,403 | $407.0K | 0.37% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 2,412 | $408.0K | 0.27% | −5,183−68.2% | Reduced |
| Patron Partners Advisors, LLC | 2,421 | $409.0K | 0.30% | +13+0.5% | Added |
| Wrapmanager Inc | 2,423 | $410.0K | 0.11% | −394−14.0% | Reduced |
| Well Done, LLC | 2,426 | $410.0K | 0.09% | −245−9.2% | Reduced |
| Sanford Advisory Services, LLC | 2,424 | $410.0K | 0.10% | +46+1.9% | Added |
| Newman & Schimel, LLC | 2,432 | $411.0K | 0.26% | −175−6.7% | Reduced |
| Hamilton Capital, LLC | 2,438 | $412.0K | 0.04% | −3,863−61.3% | Reduced |
| CX Institutional | 2,440 | $413.0K | 0.03% | −15−0.6% | Reduced |
| Ballast Advisors LLC | 2,444 | $413.0K | 0.17% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 2,445 | $414.0K | 0.13% | +129+5.6% | Added |
| Summit Wealth Partners, LLC | 2,449 | $414.2K | 0.10% | 00.0% | Unchanged |
| Gries Financial LLC | 2,450 | $415.0K | 0.13% | −5,973−70.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,438 | $415.0K | 0.20% | −380−13.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,454 | $415.0K | 0.22% | −145−5.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,453 | $415.0K | 0.23% | +46+1.9% | Added |
| Security National Bank of So Dak | 2,454 | $415.0K | 0.32% | +518+26.8% | Added |
| Miramar Capital, LLC | 2,458 | $416.0K | 0.17% | −39−1.6% | Reduced |
| Seven Post Investment Office LP | 2,460 | $416.0K | 0.13% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,463 | $417.0K | 0.26% | −140−5.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,467 | $417.0K | 0.30% | −135−5.2% | Reduced |
| Solstein Capital, LLC | 2,476 | $419.0K | 0.24% | +1,504+154.7% | Added |
| Quad-Cities Investment Group, LLC | 2,489 | $421.0K | 0.29% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,494 | $422.0K | 0.00% | −41,006−94.3% | Reduced |
| Vista Wealth Management Group, LLC | 2,497 | $422.0K | 0.08% | −102−3.9% | Reduced |
| Alliance Wealth Management Group | 2,492 | $422.0K | 0.14% | +55+2.3% | Added |
| Mad River Investors | 2,400 | $422.0K | 0.27% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 2,500 | $423.0K | 0.22% | −460−15.5% | Reduced |
| Buckley Wealth Management, LLC | 2,505 | $424.0K | 0.14% | +328+15.1% | Added |
| Karpus Management, Inc. | 2,515 | $425.0K | 0.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,515 | $425.0K | 0.49% | +2,515 | New |