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; 2,948 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 | 2,948 | $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 |
|---|---|---|---|---|---|
| Garner Asset Management Corp | 4,310 | $729.0K | 0.34% | +60+1.4% | Added |
| Wellspring Financial Advisors, LLC | 4,315 | $730.0K | 0.22% | −5−0.1% | Reduced |
| Verity Asset Management, Inc. | 4,346 | $735.0K | 0.48% | +233+5.7% | Added |
| Petix & Botte Co | 4,346 | $736.0K | 0.25% | +2,173+100.0% | Added |
| Clean Yield Group | 4,359 | $737.0K | 0.26% | 00.0% | Unchanged |
| Reik & Co., LLC | 4,353 | $737.0K | 0.19% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 4,394 | $743.0K | 0.13% | +474+12.1% | Added |
| Kercheville Advisors, LLC | 4,398 | $744.0K | 0.35% | −1,355−23.6% | Reduced |
| Caxton Corp | 4,397 | $744.0K | 0.60% | −3−0.1% | Reduced |
| Foresight Wealth Management, LLC | 4,408 | $746.0K | 0.33% | −1,214−21.6% | Reduced |
| Northside Capital Management, LLC | 4,412 | $746.0K | 0.20% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,423 | $748.0K | 0.08% | +4,423 | New |
| Parcion Private Wealth LLC | 4,246 | $749.0K | 0.07% | −24,172−85.1% | Reduced |
| Alps Advisors Inc | 4,429 | $749.0K | 0.01% | +2,470+126.1% | Added |
| Barber Financial Group, Inc. | 4,439 | $751.0K | 0.10% | +657+17.4% | Added |
| Signet Financial Management, LLC | 4,442 | $751.0K | 0.13% | +4,442 | New |
| Ironwood Financial, llc | 4,481 | $758.0K | 0.22% | +554+14.1% | Added |
| Marotta Asset Management | 4,483 | $758.3K | 0.18% | +114+2.6% | Added |
| Affiance Financial, LLC | 4,489 | $759.0K | 0.33% | −255−5.4% | Reduced |
| Burt Wealth Advisors | 4,486 | $759.0K | 0.24% | −75−1.6% | Reduced |
| Sofos Investments, Inc. | 3,441 | $762.0K | 0.55% | −3,882−53.0% | Reduced |
| Evolution Wealth Advisors, LLC | 4,504 | $762.0K | 0.16% | −1,074−19.3% | Reduced |
| Hall Kathryn A. | 4,504 | $762.0K | 0.23% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 4,518 | $764.0K | 0.45% | 00.0% | Unchanged |
| Diversified, LLC | 4,513 | $764.0K | 0.41% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 4,522 | $765.0K | 0.26% | −300−6.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 4,542 | $768.0K | 0.48% | +85+1.9% | Added |
| F/M Investments LLC | 4,544 | $769.0K | 0.55% | 00.0% | Unchanged |
| Centric Wealth Management | 4,554 | $770.0K | 0.28% | +70+1.6% | Added |
| Summit Financial, LLC | 4,557 | $770.9K | 0.07% | +1,063+30.4% | Added |
| MEMBERS Trust Co | 4,465 | $771.0K | 0.02% | −70−1.5% | Reduced |
| Dorchester Wealth Management Co | 4,565 | $772.0K | 0.19% | −90−1.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,569 | $773.0K | 0.22% | −400−8.0% | Reduced |
| Islay Capital Management, LLC | 4,567 | $773.0K | 0.59% | +158+3.6% | Added |
| Thrive Capital Management, LLC | 4,582 | $775.0K | 0.57% | −203−4.2% | Reduced |
| SP Asset Management | 4,575 | $776.0K | 0.08% | 00.0% | Unchanged |
| Birinyi Associates Inc | 4,600 | $778.0K | 0.26% | −350−7.1% | Reduced |
| Insight Advisors, LLC | 4,577 | $779.0K | 0.23% | −159−3.4% | Reduced |
| MPS Loria Financial Planners, LLC | 4,609 | $779.0K | 0.36% | +4+0.1% | Added |
| MJP Associates Inc | 4,610 | $780.0K | 0.26% | +245+5.6% | Added |
| Advus Financial Partners, LLC | 5,056 | $783.2K | 0.43% | +5,056 | New |
| Gabelli & Co Investment Advisers, Inc. | 4,632 | $784.0K | 0.09% | −25−0.5% | Reduced |
| Garrett Investment Advisors LLC | 4,644 | $786.0K | 0.26% | +1,102+31.1% | Added |
| Mathes Company, Inc. | 4,650 | $787.0K | 0.29% | 00.0% | Unchanged |
| Wealth Architects, LLC | 4,671 | $790.0K | 0.15% | +211+4.7% | Added |
| Golden Green, Inc. | 4,695 | $794.0K | 0.62% | −596−11.3% | Reduced |
| High Pointe Capital Management LLC | 4,705 | $796.0K | 0.63% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 4,706 | $796.0K | 0.43% | +125+2.7% | Added |
| South Street Advisors LLC | 4,710 | $797.0K | 0.15% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 4,724 | $799.0K | 0.26% | −106−2.2% | Reduced |
| Retirement Income Solutions, Inc | 4,730 | $800.0K | 0.27% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 4,746 | $803.0K | 0.10% | −1,544−24.5% | Reduced |
| Curated Wealth Partners LLC | 4,759 | $805.0K | 0.45% | −10.0% | Reduced |
| Northwest Wealth Management, LLC | 4,779 | $808.0K | 0.42% | +11+0.2% | Added |
| Vivaldi Capital Management, LLC | 4,792 | $811.0K | 0.18% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 4,800 | $812.0K | 0.03% | −42−0.9% | Reduced |
| Enlightenment Research, LLC | 4,800 | $812.0K | 0.99% | +4,800 | New |
| Systematic Alpha Investments, LLC | 4,811 | $813.0K | 0.04% | +4,811 | New |
| Vigilant Capital Management, LLC | 4,823 | $816.0K | 0.07% | −353−6.8% | Reduced |
| Patriot Investment Management Inc. | 4,844 | $819.0K | 0.07% | −240−4.7% | Reduced |
| Cornerstone National Bank & Trust Co | 4,852 | $820.8K | 0.36% | +178+3.8% | Added |
| Dash Acquisitions Inc. | 4,852 | $821.0K | 0.43% | +698+16.8% | Added |
| Bennett Selby Investments LP | 4,859 | $822.0K | 0.54% | +14+0.3% | Added |
| Morris Retirement Advisors, LLC | 4,877 | $825.0K | 0.70% | +181+3.9% | Added |
| PAX Financial Group, LLC | 4,884 | $826.0K | 0.20% | −75−1.5% | Reduced |
| First National Bank of Hutchinson | 4,884 | $826.0K | 0.46% | +28+0.6% | Added |
| Pacific Center for Financial Services | 4,884 | $826.0K | 0.36% | +110+2.3% | Added |
| Woodard & Co Asset Management Group Inc | 4,880 | $826.0K | 0.51% | +4,880 | New |
| Parkside Financial Bank & Trust | 4,900 | $829.0K | 0.24% | +34+0.7% | Added |
| First Pacific Advisors, LP | 4,900 | $829.0K | 0.01% | +560+12.9% | Added |
| Gryphon Financial Partners LLC | 4,900 | $829.0K | 0.19% | +1,548+46.2% | Added |
| Cardan Capital Partners, LLC | 4,913 | $831.0K | 0.09% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 4,916 | $832.0K | 0.29% | −382−7.2% | Reduced |
| Glen Eagle Advisors, LLC | 4,922 | $832.7K | 0.24% | +170+3.6% | Added |
| Fortem Financial Group, LLC | 4,936 | $835.0K | 0.42% | −170−3.3% | Reduced |
| LGL Partners, LLC | 4,936 | $835.0K | 0.51% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 4,951 | $837.6K | 0.32% | +3,251+191.2% | Added |
| Lehman & Derafelo Financial Resources LLC | 4,953 | $838.0K | 0.27% | −654−11.7% | Reduced |
| Orca Investment Management, LLC | 4,959 | $839.0K | 0.73% | −334−6.3% | Reduced |
| Gradient Capital Advisors, LLC | 4,959 | $839.0K | 0.38% | +25+0.5% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,962 | $839.0K | 0.22% | +1,076+27.7% | Added |
| Bellecapital International Ltd. | 4,971 | $841.0K | 0.26% | +60+1.2% | Added |
| Tiemann Investment Advisors, LLC | 4,983 | $843.0K | 0.40% | −100−2.0% | Reduced |
| Oarsman Capital, Inc. | 5,004 | $846.0K | 0.34% | −140−2.7% | Reduced |
| Symmetry Investments LP | 5,000 | $846.0K | 0.20% | +5,000 | New |
| Beacon Financial Advisory LLC | 5,014 | $848.0K | 0.44% | +78+1.6% | Added |
| Fosun International Ltd | 4,910 | $848.0K | 0.04% | 00.0% | Unchanged |
| Harbor Advisory Corp | 5,026 | $850.0K | 0.37% | +1,250+33.1% | Added |
| Klingman & Associates, LLC | 5,032 | $851.0K | 0.08% | +72+1.5% | Added |
| Old National Bancorp | 5,033 | $852.0K | 0.03% | −1,247−19.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,043 | $853.0K | 0.26% | −134−2.6% | Reduced |
| S.E.E.D. Planning Group LLC | 5,051 | $854.0K | 0.40% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 5,057 | $855.0K | 0.66% | −473−8.6% | Reduced |
| Wunderlich Capital Managemnt | 5,077 | $859.0K | 0.41% | +5,077 | New |
| Greatmark Investment Partners, Inc. | 5,095 | $862.0K | 0.16% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 5,104 | $863.0K | 0.43% | +3,540+226.3% | Added |
| Valmark Advisers, Inc. | 5,105 | $864.0K | 0.02% | +349+7.3% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,144 | $870.0K | 0.26% | +27+0.5% | Added |
| RMR Wealth Builders | 5,167 | $874.0K | 0.26% | +307+6.3% | Added |
| Swaine & Leidel Wealth Services, LLC | 5,171 | $874.0K | 0.77% | +5,171 | New |