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 |
|---|---|---|---|---|---|
| Oxinas Partners Wealth Management LLC | 2,517 | $426.0K | 0.25% | −109−4.2% | Reduced |
| Fred Alger Management, LLC | 2,520 | $426.0K | 0.00% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,514 | $426.0K | 0.71% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 2,533 | $429.0K | 0.30% | −1,310−34.1% | Reduced |
| Sandbox Financial Partners, LLC | 2,536 | $429.0K | 0.31% | −639−20.1% | Reduced |
| Meridian Investment Counsel Inc. | 2,535 | $429.0K | 0.16% | 00.0% | Unchanged |
| G&S Capital LLC | 2,535 | $429.0K | 0.24% | +2,535 | New |
| Skba Capital Management LLC | 2,540 | $430.0K | 0.09% | 00.0% | Unchanged |
| Carlson Capital Management | 2,539 | $430.0K | 0.05% | +470+22.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,549 | $431.0K | 0.20% | +2,549 | New |
| Blossom Wealth Management | 2,556 | $432.0K | 2.57% | +222+9.5% | Added |
| Deltec Asset Management LLC | 2,558 | $433.0K | 0.07% | −450−15.0% | Reduced |
| PYA Waltman Capital, LLC | 2,573 | $435.0K | 0.24% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,476 | $435.0K | 0.19% | +2,476 | New |
| Hurlow Wealth Management Group, Inc. | 2,578 | $436.0K | 0.26% | −86−3.2% | Reduced |
| Pinnacle Family Advisors, LLC | 2,586 | $438.0K | 0.20% | −25−1.0% | Reduced |
| Aaron Wealth Advisors | 2,596 | $439.0K | 0.12% | −17−0.7% | Reduced |
| Column Capital Advisors, LLC | 2,595 | $439.0K | 0.09% | +45+1.8% | Added |
| Edgewood Management LLC | 2,600 | $440.0K | 0.00% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,604 | $441.0K | 0.03% | −450−14.7% | Reduced |
| Peavine Capital, LLC | 2,605 | $441.0K | 0.09% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 2,614 | $442.0K | 0.05% | −90−3.3% | Reduced |
| Ami Asset Management Corp | 2,618 | $443.0K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,519 | $443.0K | 0.46% | 00.0% | Unchanged |
| Private Capital Management LLC | 2,620 | $443.0K | 0.18% | +418+19.0% | Added |
| Parkside Advisors LLC | 2,629 | $445.0K | 0.14% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 2,629 | $445.0K | 0.06% | 00.0% | Unchanged |
| Security Asset Management | 2,634 | $445.0K | 0.18% | +143+5.7% | Added |
| Towerpoint Wealth, LLC | 2,634 | $446.0K | 0.22% | −30−1.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,640 | $447.0K | 0.03% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,588 | $447.0K | 0.05% | +484+23.0% | Added |
| RDA Financial Network | 2,647 | $448.0K | 0.20% | +7+0.3% | Added |
| Prelude Capital Management, LLC | 2,666 | $451.0K | 0.02% | −2,157−44.7% | Reduced |
| Lantz Financial LLC | 2,666 | $451.0K | 0.23% | −433−14.0% | Reduced |
| Financial Strategies Group, Inc. | 2,664 | $451.0K | 0.20% | +528+24.7% | Added |
| Eagle Bay Advisors LLC | 2,664 | $452.0K | 0.26% | +869+48.4% | Added |
| State of Wyoming | 2,683 | $454.0K | 0.29% | −334−11.1% | Reduced |
| Summit Asset Management, LLC | 2,682 | $454.0K | 0.14% | +25+0.9% | Added |
| PFG Private Wealth Management, LLC | 2,683 | $454.0K | 0.27% | +169+6.7% | Added |
| Monument Capital Management | 2,691 | $455.0K | 0.15% | +2,691 | New |
| Amica Retiree Medical Trust | 2,693 | $456.0K | 0.41% | −1,180−30.5% | Reduced |
| New World Advisors LLC | 2,700 | $457.0K | 0.21% | −4,895−64.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,702 | $457.0K | 0.16% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 2,707 | $458.0K | 0.01% | 00.0% | Unchanged |
| First Quadrant L P | 2,717 | $460.0K | 0.05% | −8,202−75.1% | Reduced |
| Peoples Bank | 2,720 | $460.0K | 0.24% | −35−1.3% | Reduced |
| Navellier & Associates Inc | 2,728 | $461.0K | 0.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,736 | $463.0K | 0.01% | −680−19.9% | Reduced |
| Iron Financial, LLC | 2,742 | $464.0K | 0.22% | +13+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,703 | $465.0K | 0.01% | +24+0.9% | Added |
| Synergy Financial Management, LLC | 2,760 | $467.0K | 0.11% | +2,760 | New |
| Traphagen Investment Advisors LLC | 2,772 | $468.9K | 0.09% | +100+3.7% | Added |
| Meritage Portfolio Management | 2,773 | $469.0K | 0.03% | −300−9.8% | Reduced |
| Mosaic Advisors LLC | 2,781 | $470.0K | 0.31% | −750−21.2% | Reduced |
| Symphony Financial, Ltd. Co. | 2,721 | $470.0K | 0.16% | −676−19.9% | Reduced |
| Financial Engines Advisors L.L.C. | 2,793 | $472.0K | 0.00% | +496+21.6% | Added |
| Fountainhead AM, LLC | 2,798 | $473.0K | 0.23% | −426−13.2% | Reduced |
| Cordasco Financial Network | 2,794 | $473.0K | 0.32% | +10+0.4% | Added |
| Tranquility Partners, LLC | 2,798 | $473.0K | 0.24% | +232+9.0% | Added |
| McDaniel Terry & Co | 2,802 | $474.0K | 0.06% | 00.0% | Unchanged |
| Headinvest, LLC | 2,801 | $474.0K | 0.09% | +439+18.6% | Added |
| Everhart Financial Group, Inc. | 2,803 | $474.0K | 0.32% | +454+19.3% | Added |
| Machina Capital S.A.S. | 2,799 | $474.0K | 1.02% | +2,799 | New |
| Merriman Wealth Management, LLC | 2,811 | $476.0K | 0.04% | −457−14.0% | Reduced |
| Ninepoint Partners LP | 2,815 | $476.0K | 0.17% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 2,818 | $476.7K | 0.19% | +2,818 | New |
| Gould Asset Management LLC | 2,820 | $477.0K | 0.15% | −1,895−40.2% | Reduced |
| Perritt Capital Management Inc | 2,820 | $477.0K | 0.26% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,831 | $479.0K | 0.14% | +699+32.8% | Added |
| Winning Points Advisors, LLC | 2,832 | $479.0K | 0.36% | +925+48.5% | Added |
| WealthShield Partners, LLC | 2,847 | $482.0K | 0.13% | −2,844−50.0% | Reduced |
| Prentice Wealth Management LLC | 2,847 | $482.0K | 0.23% | +10+0.4% | Added |
| Family Firm, Inc. | 2,829 | $482.0K | 0.13% | +65+2.4% | Added |
| Rock Point Advisors, LLC | 2,857 | $483.0K | 0.14% | 00.0% | Unchanged |
| LifePro Asset Management | 2,860 | $484.0K | 0.15% | +240+9.2% | Added |
| McIlrath & Eck, LLC | 2,868 | $485.0K | 0.14% | +9+0.3% | Added |
| CFS Investment Advisory Services, LLC | 2,865 | $485.0K | 0.07% | +2,865 | New |
| SignalPoint Asset Management, LLC | 2,878 | $487.0K | 0.16% | +38+1.3% | Added |
| East Coast Asset Management, LLC. | 2,890 | $489.0K | 0.11% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 2,894 | $490.0K | 0.04% | −20−0.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,899 | $490.0K | 0.13% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,895 | $490.0K | 0.11% | +103+3.7% | Added |
| Rockbridge Investment Management, LCC | 2,901 | $491.0K | 0.08% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,904 | $491.0K | 0.23% | +327+12.7% | Added |
| Titus Wealth Management | 2,903 | $492.0K | 0.26% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 2,919 | $493.8K | 0.25% | −120−3.9% | Reduced |
| StrongBox Wealth, LLC | 2,932 | $496.0K | 0.28% | +336+12.9% | Added |
| SkyView Investment Advisors, LLC | 2,935 | $497.0K | 0.14% | −2,096−41.7% | Reduced |
| Corundum Group, Inc. | 2,935 | $497.0K | 0.37% | +67+2.3% | Added |
| Atwood & Palmer Inc | 2,940 | $497.0K | 0.04% | +84+2.9% | Added |
| Accurate Wealth Management, LLC | 2,910 | $498.0K | 0.44% | −369−11.3% | Reduced |
| Personal Cfo Solutions, LLC | 2,952 | $499.0K | 0.10% | +127+4.5% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,947 | $499.0K | 0.24% | +211+7.7% | Added |
| REDW Wealth LLC | 2,960 | $501.0K | 0.16% | −105−3.4% | Reduced |
| Peconic Partners LLC | 2,970 | $502.0K | 0.04% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 2,970 | $502.4K | 0.34% | +136+4.8% | Added |
| Quest Capital Management Inc | 2,980 | $504.0K | 0.10% | +255+9.4% | Added |
| Keebeck Alpha, LP | 3,000 | $508.0K | 0.16% | +862+40.3% | Added |
| Callan Capital, LLC | 3,007 | $509.0K | 0.08% | −15−0.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,006 | $509.0K | 0.10% | 00.0% | Unchanged |