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 |
|---|---|---|---|---|---|
| Independent Wealth Network Inc. | 3,004 | $511.0K | 0.33% | +3,004 | New |
| Tennessee Valley Asset Management Partners | 3,025 | $512.0K | 0.19% | +3,025 | New |
| One Charles Private Wealth Services, LLC | 3,036 | $514.0K | 0.30% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 3,051 | $516.0K | 0.08% | −893−22.6% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,063 | $518.0K | 0.29% | +144+4.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,068 | $519.0K | 0.19% | −2,808−47.8% | Reduced |
| Biltmore Wealth Management, LLC | 3,071 | $520.0K | 0.21% | +152+5.2% | Added |
| Sage Private Wealth Group, LLC | 3,081 | $521.0K | 0.72% | −37−1.2% | Reduced |
| Southland Equity Partners LLC | 3,080 | $521.0K | 0.24% | −137−4.3% | Reduced |
| EPIQ Capital Group, LLC | 3,085 | $522.0K | 0.05% | +60+2.0% | Added |
| DFPG Investments, LLC | 3,017 | $526.0K | 0.20% | −10,128−77.0% | Reduced |
| Capital Counsel LLC | 3,116 | $527.0K | 0.03% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,129 | $529.0K | 0.11% | +128+4.3% | Added |
| Osterweis Capital Management Inc | 3,135 | $530.0K | 0.03% | −510−14.0% | Reduced |
| Cable Hill Partners, LLC | 3,137 | $531.0K | 0.13% | +134+4.5% | Added |
| Encompass Wealth Advisors, LLC | 3,150 | $532.0K | 0.14% | −170−5.1% | Reduced |
| Kowal Investment Group, LLC | 3,142 | $532.0K | 0.17% | +655+26.3% | Added |
| CNB Bank | 3,151 | $533.0K | 0.32% | −304−8.8% | Reduced |
| Traynor Capital Management, Inc. | 3,161 | $534.0K | 0.07% | −16−0.5% | Reduced |
| Apella Capital, LLC | 3,162 | $535.0K | 0.08% | +318+11.2% | Added |
| Karn, Couzens & Associates, Inc. | 3,175 | $537.0K | 0.41% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,043 | $537.0K | 0.15% | −9−0.3% | Reduced |
| Carolinas Wealth Consulting LLC | 3,182 | $538.0K | 0.13% | −553−14.8% | Reduced |
| Uncommon Cents Investing LLC | 3,183 | $538.0K | 0.22% | 00.0% | Unchanged |
| Fusion Capital, LLC | 3,180 | $538.0K | 0.32% | +57+1.8% | Added |
| McAdam, LLC | 3,180 | $538.0K | 0.06% | +171+5.7% | Added |
| Saturna Capital CORP | 3,178 | $538.0K | 0.01% | +3,178 | New |
| Bellevue Asset Management, LLC | 3,174 | $543.0K | 0.33% | +25+0.8% | Added |
| Progressive Investment Management Corp | 3,207 | $543.0K | 0.16% | +450+16.3% | Added |
| Planning Directions Inc | 3,218 | $544.0K | 0.40% | 00.0% | Unchanged |
| Private Capital Group, LLC | 3,218 | $544.0K | 0.12% | +230+7.7% | Added |
| Capital CS Group, LLC | 3,100 | $546.0K | 0.51% | −56−1.8% | Reduced |
| HM Capital Management, LLC | 3,241 | $548.0K | 0.24% | +239+8.0% | Added |
| E&G Advisors, LP | 3,241 | $548.0K | 0.15% | +3,241 | Added |
| Aspire Private Capital, LLC | 3,245 | $549.0K | 0.18% | +2,871+767.6% | Added |
| John G Ullman & Associates Inc | 3,251 | $550.0K | 0.07% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 3,259 | $551.0K | 0.53% | +1,309+67.1% | Added |
| Accel Wealth Management | 3,266 | $552.0K | 0.36% | −251−7.1% | Reduced |
| swisspartners Ltd. | 3,265 | $552.0K | 0.43% | 00.0% | Unchanged |
| Brookmont Capital Management | 3,271 | $553.0K | 0.33% | −14−0.4% | Reduced |
| Vantage Investment Partners, LLC | 3,266 | $553.0K | 0.03% | +1,786+120.7% | Added |
| BFSG, LLC | 3,271 | $553.0K | 0.08% | +3,271 | New |
| Covenant Partners, LLC | 3,283 | $555.0K | 0.22% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 3,300 | $558.0K | 0.15% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 3,301 | $558.0K | 0.49% | 00.0% | Unchanged |
| Kalos Management, Inc. | 3,188 | $560.0K | 0.16% | +1,027+47.5% | Added |
| Hudock, Inc. | 3,339 | $564.0K | 0.17% | +4+0.1% | Added |
| Community Bank of Raymore | 3,347 | $566.0K | 0.17% | −188−5.3% | Reduced |
| Clarus Group, Inc. | 3,352 | $567.0K | 0.39% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,351 | $567.0K | 0.07% | +6+0.2% | Added |
| Summit Global Investments | 3,367 | $570.0K | 0.04% | +55+1.7% | Added |
| Fort Point Capital Partners LLC | 3,392 | $574.0K | 0.09% | +444+15.1% | Added |
| Birch Run Capital Advisors, LP | 3,400 | $575.0K | 0.66% | 00.0% | Unchanged |
| Marathon Capital Management | 3,399 | $576.0K | 0.13% | +391+13.0% | Added |
| Beech Hill Advisors, Inc. | 3,425 | $579.0K | 0.24% | −100−2.8% | Reduced |
| SPC Financial, Inc. | 3,423 | $579.0K | 0.07% | −10−0.3% | Reduced |
| Augustine Asset Management Inc | 3,427 | $580.0K | 0.31% | +137+4.2% | Added |
| Renaissance Investment Group LLC | 3,437 | $581.0K | 0.15% | −501−12.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,434 | $581.0K | 0.04% | +85+2.5% | Added |
| Zhang Financial LLC | 3,431 | $581.0K | 0.13% | +1,719+100.4% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,450 | $583.0K | 0.16% | −14−0.4% | Reduced |
| First City Capital Management, Inc. | 3,455 | $584.0K | 0.33% | +10.0% | Added |
| Cozad Asset Management Inc | 3,455 | $584.0K | 0.09% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 3,466 | $586.0K | 0.00% | −728−17.4% | Reduced |
| Advisory Resource Group | 3,464 | $586.0K | 0.22% | 00.0% | Unchanged |
| QVR LLC | 3,489 | $590.0K | 1.21% | +2,947+543.7% | Added |
| Convergence Investment Partners, LLC | 3,495 | $591.0K | 0.32% | −639−15.5% | Reduced |
| Austin Private Wealth, LLC | 3,492 | $591.0K | 0.13% | +48+1.4% | Added |
| Rede Wealth, LLC | 3,496 | $591.0K | 0.31% | +297+9.3% | Added |
| Waddell & Associates, LLC | 3,502 | $592.0K | 0.10% | −25−0.7% | Reduced |
| HFR Wealth Management, LLC | 3,500 | $592.0K | 0.17% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,500 | $592.0K | 0.16% | +894+34.3% | Added |
| Affinity Capital Advisors, LLC | 3,518 | $595.0K | 0.20% | −606−14.7% | Reduced |
| Rosenberg Matthew Hamilton | 3,519 | $595.0K | 0.24% | +124+3.7% | Added |
| Riverbridge Partners LLC | 3,525 | $596.0K | 0.01% | −35−1.0% | Reduced |
| Towercrest Capital Management | 3,522 | $596.0K | 0.11% | +902+34.4% | Added |
| Gillespie Robinson & Grimm Inc | 3,541 | $599.0K | 0.05% | +576+19.4% | Added |
| Strategic Blueprint, LLC | 3,543 | $599.0K | 0.09% | +1,049+42.1% | Added |
| Cutler Group LP | 3,541 | $599.0K | 0.05% | +1,841+108.3% | Added |
| Lavaca Capital LLC | 3,549 | $600.0K | 0.30% | −50−1.4% | Reduced |
| Sloy Dahl & Holst, LLC | 3,546 | $600.0K | 0.13% | +440+14.2% | Added |
| Camden National Bank | 3,551 | $601.0K | 0.12% | −183−4.9% | Reduced |
| Asset Management Corp | 3,550 | $601.0K | 0.38% | +273+8.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,562 | $603.0K | 0.19% | −350−8.9% | Reduced |
| Prentiss Smith & Co Inc | 3,565 | $603.0K | 0.31% | −20−0.6% | Reduced |
| qPULA Trading Management LP | 3,574 | $605.0K | 0.95% | +3,574 | New |
| WSFS Capital Management, LLC | 3,585 | $606.0K | 0.27% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 3,580 | $606.0K | 0.08% | +15+0.4% | Added |
| Flaharty Asset Management, LLC | 3,587 | $607.0K | 0.13% | +19+0.5% | Added |
| Covenant Multifamily Offices, LLC | 3,475 | $607.0K | 0.11% | +525+17.8% | Added |
| ETF Managers Group, LLC | 3,525 | $609.0K | 0.01% | +269+8.3% | Added |
| Round Table Services, LLC | 3,604 | $610.0K | 0.13% | +258+7.7% | Added |
| Tompkins Financial Corp | 3,607 | $610.0K | 0.11% | +3,607 | New |
| Centerpoint Advisors, LLC | 3,633 | $615.0K | 0.29% | +91+2.6% | Added |
| Wolff Wiese Magana LLC | 3,635 | $615.0K | 0.43% | +416+12.9% | Added |
| Optas, LLC | 3,643 | $617.0K | 0.18% | −114−3.0% | Reduced |
| Darwin Advisors, LLC | 3,660 | $619.0K | 0.10% | −782−17.6% | Reduced |
| Tradition Wealth Management, LLC | 3,667 | $620.0K | 0.09% | −58−1.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,664 | $620.0K | 0.30% | +8+0.2% | Added |
| Boyd Watterson Asset Management LLC | 3,679 | $622.0K | 0.23% | 00.0% | Unchanged |