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 |
|---|---|---|---|---|---|
| Peninsula Asset Management Inc | 3,675 | $622.0K | 0.32% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 3,681 | $623.0K | 0.26% | +68+1.9% | Added |
| Truvestments Capital LLC | 3,685 | $623.0K | 0.34% | +82+2.3% | Added |
| Regis Management CO LLC | 3,683 | $623.0K | 0.11% | +244+7.1% | Added |
| New Jersey Better Educational Savings Trust | 3,706 | $627.0K | 1.24% | 00.0% | Unchanged |
| First National Bank | 3,711 | $628.0K | 0.60% | +3,711 | New |
| Israel Discount Bank of New York | 3,714 | $628.0K | 0.42% | +3,714 | New |
| Keudell/Morrison Wealth Management | 3,720 | $629.0K | 0.27% | −37−1.0% | Reduced |
| First Bank & Trust | 3,729 | $630.0K | 0.29% | +6+0.2% | Added |
| Safeguard Investment Advisory Group, LLC | 3,736 | $632.0K | 0.41% | −4,312−53.6% | Reduced |
| Decatur Capital Management, Inc. | 3,742 | $633.0K | 0.42% | −4,391−54.0% | Reduced |
| Ackerman Capital Advisors, LLC | 3,748 | $634.0K | 0.15% | −3−0.1% | Reduced |
| Portland Global Advisors LLC | 3,754 | $635.0K | 0.12% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 3,751 | $635.0K | 0.14% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,760 | $636.0K | 0.29% | +500+15.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 3,769 | $638.0K | 0.01% | +3,769 | New |
| Private Ocean, LLC | 3,776 | $639.0K | 0.08% | −133−3.4% | Reduced |
| Northwest Capital Management Inc | 3,773 | $639.0K | 0.33% | +357+10.5% | Added |
| Canvas Wealth Advisors, LLC | 3,781 | $640.0K | 0.26% | +18+0.5% | Added |
| McRae Capital Management Inc | 3,795 | $642.0K | 0.14% | −200−5.0% | Reduced |
| Bickling Financial Services, Inc. | 3,803 | $643.0K | 0.33% | −255−6.3% | Reduced |
| Profit Investment Management, LLC | 3,803 | $643.0K | 0.45% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,800 | $643.0K | 0.03% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,799 | $643.0K | 0.23% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 3,822 | $647.0K | 0.21% | +2,275+147.1% | Added |
| Wealth Management Associates, Inc. | 3,827 | $647.4K | 0.38% | −15−0.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,839 | $649.0K | 0.36% | −250−6.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 3,839 | $649.0K | 0.30% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 3,846 | $651.0K | 0.05% | +1,382+56.1% | Added |
| BCS Wealth Management | 3,854 | $652.0K | 0.28% | −89−2.3% | Reduced |
| HHM Wealth Advisors, LLC | 3,854 | $652.0K | 0.18% | +21+0.5% | Added |
| Diversified Portfolios, Inc. | 3,863 | $654.0K | 0.18% | −1,089−22.0% | Reduced |
| Garde Capital, Inc. | 3,873 | $655.0K | 0.07% | +1,251+47.7% | Added |
| Cordant, Inc. | 3,885 | $657.0K | 0.40% | +4+0.1% | Added |
| Thornburg Investment Management Inc | 3,891 | $658.0K | 0.01% | −389,444−99.0% | Reduced |
| Signature Wealth Management Partners, LLC | 3,887 | $658.0K | 0.60% | −275−6.6% | Reduced |
| Palisade Asset Management, LLC | 3,892 | $658.0K | 0.08% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,893 | $659.0K | 0.16% | −17−0.4% | Reduced |
| Mosaic Family Wealth, LLC | 3,898 | $659.0K | 0.18% | −10.0% | Reduced |
| Burleson & Company, LLC | 3,896 | $659.0K | 0.10% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,898 | $659.0K | 0.06% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,894 | $659.0K | 0.25% | +49+1.3% | Added |
| Winfield Associates, Inc. | 3,895 | $659.0K | 0.24% | +100+2.6% | Added |
| BT Wealth Management LLC | 3,895 | $659.0K | 0.20% | +2,000+105.5% | Added |
| Probity Advisors, Inc. | 3,919 | $663.0K | 0.14% | +311+8.6% | Added |
| Aurora Private Wealth, Inc. | 3,925 | $664.0K | 0.27% | +81+2.1% | Added |
| Wealth Dimensions Group, Ltd. | 3,938 | $666.0K | 0.43% | +363+10.2% | Added |
| Charter Oak Capital Management, LLC | 3,947 | $668.0K | 0.08% | +111+2.9% | Added |
| Financial Partners Group, Inc | 3,963 | $670.0K | 0.16% | +25+0.6% | Added |
| Childress Capital Advisors, LLC | 3,964 | $670.0K | 0.27% | +302+8.2% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,959 | $670.0K | 0.24% | +473+13.6% | Added |
| Vectors Research Management, LLC | 3,978 | $673.0K | 0.16% | 00.0% | Unchanged |
| HNP Capital LLC | 3,978 | $673.0K | 0.17% | 00.0% | Unchanged |
| TFC Financial Management | 3,980 | $673.0K | 0.22% | +120+3.1% | Added |
| Fortress Wealth Group, LLC | 3,976 | $673.0K | 0.58% | +226+6.0% | Added |
| Sutton Wealth Advisors Inc. | 3,992 | $675.3K | 0.25% | +19+0.5% | Added |
| WC Walker & Associates, Inc. | 3,996 | $676.0K | 0.36% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 3,994 | $676.0K | 0.03% | +3,994 | New |
| Professional Advisory Services Inc | 4,000 | $677.0K | 0.10% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 4,015 | $679.0K | 0.64% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 4,016 | $679.0K | 0.39% | +4,016 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 4,048 | $685.0K | 0.41% | −35−0.9% | Reduced |
| Segment Wealth Management, LLC | 4,053 | $686.0K | 0.08% | −503−11.0% | Reduced |
| Sunbelt Securities, Inc. | 3,857 | $692.0K | 0.12% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,091 | $692.0K | 0.17% | +196+5.0% | Added |
| Manchester Financial Inc | 4,108 | $695.0K | 0.27% | −5−0.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,123 | $697.0K | 0.17% | −186−4.3% | Reduced |
| Neo Ivy Capital Management | 6,268 | $699.0K | 0.80% | +1,353+27.5% | Added |
| MBA Advisors LLC | 4,137 | $700.0K | 0.52% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,145 | $701.0K | 0.32% | −29−0.7% | Reduced |
| Crescent Capital Consulting, LLC | 4,145 | $701.0K | 0.13% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 4,141 | $701.0K | 0.42% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 4,151 | $702.0K | 0.13% | +107+2.6% | Added |
| SkyOak Wealth, LLC | 4,173 | $706.0K | 0.19% | −10−0.2% | Reduced |
| Ssi Investment Management LLC | 4,169 | $706.0K | 0.04% | 00.0% | Unchanged |
| Bingham Osborn & Scarborough LLC | 4,177 | $707.0K | 0.05% | +472+12.7% | Added |
| CFO4Life Group, LLC | 4,181 | $707.0K | 0.16% | +796+23.5% | Added |
| First Affirmative Financial Network | 4,180 | $707.0K | 0.73% | +4,180 | New |
| American State Bank (Iowa) | 4,180 | $707.1K | 0.55% | +20+0.5% | Added |
| First Citizens Financial Corp | 4,192 | $709.0K | 0.57% | −150−3.5% | Reduced |
| Sage Mountain Advisors LLC | 4,193 | $709.0K | 0.10% | +72+1.7% | Added |
| HMS Capital Management, LLC | 4,215 | $713.0K | 0.34% | −364−7.9% | Reduced |
| Apexium Financial, LP | 4,218 | $714.0K | 0.41% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 4,223 | $714.0K | 0.08% | +20+0.5% | Added |
| Robertson Stephens Wealth Management, LLC | 4,243 | $717.0K | 0.08% | −1,128−21.0% | Reduced |
| Game Plan Financial Advisors, LLC | 4,242 | $718.0K | 0.43% | −924−17.9% | Reduced |
| Source Financial Advisors LLC | 4,245 | $718.0K | 0.19% | +22+0.5% | Added |
| Triton Wealth Management, PLLC | 4,231 | $719.0K | 0.34% | 00.0% | Unchanged |
| Bruni J V & Co | 4,254 | $720.0K | 0.09% | −54−1.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,270 | $722.0K | 0.28% | +361+9.2% | Added |
| Aufman Associates Inc | 4,282 | $724.0K | 0.60% | −151−3.4% | Reduced |
| First National Corp | 4,280 | $724.0K | 0.16% | +619+16.9% | Added |
| Heron Bay Capital Management | 4,294 | $726.0K | 0.37% | 00.0% | Unchanged |
| Derby & Company, Inc | 4,291 | $726.0K | 0.15% | +96+2.3% | Added |
| West Family Investments, Inc. | 4,297 | $727.0K | 0.19% | −1,367−24.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,300 | $727.0K | 0.46% | −34−0.8% | Reduced |
| 1776 Wealth LLC | 4,306 | $728.0K | 0.41% | −827−16.1% | Reduced |
| Wittenberg Investment Management, Inc. | 4,303 | $728.0K | 0.28% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,306 | $729.0K | 0.12% | −184−4.1% | Reduced |
| Tacita Capital Inc | 4,310 | $729.0K | 0.45% | 00.0% | Unchanged |