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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 43,217 | $7.31M | 0.39% | +1,085+2.6% | Added |
| BKD Wealth Advisors, LLC | 43,051 | $7.28M | 0.33% | +1,204+2.9% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 43,000 | $7.27M | 3.88% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 42,945 | $7.26M | 0.41% | +282+0.7% | Added |
| World Asset Management Inc | 42,912 | $7.26M | 0.72% | −4,173−8.9% | Reduced |
| Donaldson Capital Management, LLC | 42,906 | $7.26M | 0.37% | −1,836−4.1% | Reduced |
| CMH Wealth Management LLC | 42,855 | $7.25M | 2.38% | +3,734+9.5% | Added |
| Redpoint Investment Management Pty Ltd | 42,812 | $7.24M | 0.62% | −1,693−3.8% | Reduced |
| Farmers Trust Co | 41,136 | $7.24M | 1.61% | +120.0% | Added |
| Oak Harvest Investment Services | 42,766 | $7.24M | 2.11% | +3,056+7.7% | Added |
| Penobscot Investment Management Company, Inc. | 42,756 | $7.23M | 1.07% | −400−0.9% | Reduced |
| Profund Advisors LLC | 42,692 | $7.22M | 0.24% | −6,237−12.7% | Reduced |
| Fulton Bank, N.A. | 42,633 | $7.21M | 0.34% | +4,633+12.2% | Added |
| Tdam USA Inc. | 42,394 | $7.17M | 0.47% | −1,410−3.2% | Reduced |
| HGI Capital Management, LLC | 42,222 | $7.14M | 2.88% | −5,474−11.5% | Reduced |
| Broadleaf Partners, LLC | 42,184 | $7.14M | 2.36% | +1,972+4.9% | Added |
| Means Investment Co., Inc. | 42,117 | $7.13M | 1.41% | +1,455+3.6% | Added |
| Tamar Securities, LLC | 42,052 | $7.11M | 2.57% | +1,781+4.4% | Added |
| Andra AP-fonden | 42,000 | $7.11M | 0.15% | −3,700−8.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 42,000 | $7.11M | 0.96% | 00.0% | Unchanged |
| Rossmore Private Capital | 41,858 | $7.08M | 1.21% | +125+0.3% | Added |
| Legal Advantage Investments, Inc. | 41,727 | $7.06M | 4.73% | +1,500+3.7% | Added |
| Guardian Capital LP | 41,576 | $7.03M | 0.15% | +2,500+6.4% | Added |
| Sirios Capital Management L P | 41,393 | $7.00M | 0.73% | −48,478−53.9% | Reduced |
| Atom Investors LP | 41,327 | $6.99M | 1.36% | −11,762−22.2% | Reduced |
| WoodTrust Financial Corp | 41,328 | $6.99M | 1.64% | +2,758+7.2% | Added |
| Buckingham Strategic Wealth, LLC | 41,299 | $6.99M | 0.14% | +678+1.7% | Added |
| German American Bancorp, Inc. | 41,245 | $6.98M | 1.07% | +1,116+2.8% | Added |
| Searcy Financial Services Inc | 40,960 | $6.93M | 4.23% | +451+1.1% | Added |
| Evoke Wealth, LLC | 41,196 | $6.92M | 0.26% | −329−0.8% | Reduced |
| Morse Asset Management, Inc | 40,883 | $6.92M | 1.65% | +4,045+11.0% | Added |
| Ferris Capital, LLC | 42,620 | $6.91M | 1.48% | +42,620 | New |
| FRG Family Wealth Advisors LLC | 40,777 | $6.90M | 1.36% | +378+0.9% | Added |
| Taylor Wealth Management Partners | 40,646 | $6.88M | 2.45% | +2,465+6.5% | Added |
| Wallington Asset Management, LLC | 40,629 | $6.87M | 1.14% | +1,150+2.9% | Added |
| Hyman Charles D | 40,511 | $6.85M | 0.48% | +114+0.3% | Added |
| Lynch & Associates | 40,490 | $6.85M | 1.77% | −559−1.4% | Reduced |
| Rice Partnership, LLC | 40,454 | $6.84M | 2.16% | −655−1.6% | Reduced |
| Kempner Capital Management Inc. | 40,355 | $6.83M | 3.89% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 40,326 | $6.82M | 0.14% | +7,026+21.1% | Added |
| Old Dominion Capital Management Inc | 40,294 | $6.82M | 1.46% | −26−0.1% | Reduced |
| Prospera Financial Services Inc | 40,276 | $6.82M | 0.34% | +17,654+78.0% | Added |
| Madison Wealth Management | 40,261 | $6.81M | 1.49% | −66−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 40,174 | $6.80M | 0.51% | +8,176+25.6% | Added |
| KMG Fiduciary Partners, LLC | 40,154 | $6.79M | 1.16% | +537+1.4% | Added |
| Canandaigua National Corp | 40,151 | $6.79M | 1.11% | −573−1.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 40,031 | $6.77M | 0.10% | −6,288−13.6% | Reduced |
| Dakota Wealth Management | 39,990 | $6.77M | 0.78% | −2,431−5.7% | Reduced |
| Carmignac Gestion | 39,600 | $6.74M | 0.08% | +4,250+12.0% | Added |
| Kornitzer Capital Management Inc | 39,614 | $6.70M | 0.10% | −4,112−9.4% | Reduced |
| FAI Wealth Management | 39,599 | $6.70M | 5.81% | +47+0.1% | Added |
| WMS Partners, LLC | 39,297 | $6.65M | 0.98% | −611−1.5% | Reduced |
| Sargent Bickham Lagudis LLC | 39,163 | $6.63M | 0.54% | +748+1.9% | Added |
| Douglass Winthrop Advisors, LLC | 39,148 | $6.62M | 0.16% | +3,030+8.4% | Added |
| Jag Capital Management, LLC | 39,032 | $6.60M | 0.51% | +3,319+9.3% | Added |
| RKL Wealth Management LLC | 38,993 | $6.60M | 0.84% | −182−0.5% | Reduced |
| Private Advisory Group LLC | 38,680 | $6.54M | 1.60% | +2,181+6.0% | Added |
| Baker Avenue Asset Management, LP | 38,652 | $6.54M | 0.38% | +1,555+4.2% | Added |
| Resources Management Corp | 38,623 | $6.53M | 0.94% | +1,167+3.1% | Added |
| Fragasso Group Inc. | 38,592 | $6.53M | 0.86% | +2,687+7.5% | Added |
| Good Life Advisors, LLC | 38,521 | $6.52M | 0.89% | +14,574+60.9% | Added |
| Chartwell Investment Partners, LLC | 38,440 | $6.50M | 0.20% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 38,360 | $6.49M | 1.49% | −7,510−16.4% | Reduced |
| ACG Wealth | 38,358 | $6.49M | 0.85% | −577−1.5% | Reduced |
| Campbell Capital Management Inc | 38,125 | $6.45M | 2.83% | +34,080+842.5% | Added |
| Ravenstone Capital Management Inc. | 38,098 | $6.45M | 4.76% | +5,060+15.3% | Added |
| First American Trust, FSB | 38,078 | $6.44M | 0.97% | +1,325+3.6% | Added |
| Private Trust Co NA | 38,046 | $6.44M | 0.94% | +2,708+7.7% | Added |
| We Are One Seven, LLC | 37,981 | $6.42M | 0.81% | +3,399+9.8% | Added |
| Aristotle Atlantic Partners, LLC | 37,842 | $6.40M | 0.42% | +1,566+4.3% | Added |
| McDonald Partners LLC | 37,763 | $6.39M | 1.50% | +560+1.5% | Added |
| Corbenic Partners LLC | 37,736 | $6.38M | 1.55% | +3,811+11.2% | Added |
| Walter & Keenan Financial Consulting Co | 37,726 | $6.38M | 2.17% | −61−0.2% | Reduced |
| Boothe Investment Group, Inc. | 36,184 | $6.37M | 3.47% | +1,178+3.4% | Added |
| Buckhead Capital Management LLC | 37,586 | $6.36M | 1.42% | +285+0.8% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 37,559 | $6.35M | 2.05% | −1,143−3.0% | Reduced |
| Geneva Partners, LLC | 37,483 | $6.34M | 3.13% | +37,483 | New |
| Westover Capital Advisors, LLC | 37,452 | $6.34M | 1.98% | +197+0.5% | Added |
| Psagot Investment House Ltd. | 37,452 | $6.34M | 1.09% | +2,592+7.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 37,452 | $6.34M | 1.09% | +37,452 | New |
| Financial Avengers, Inc. | 37,384 | $6.32M | 4.23% | +619+1.7% | Added |
| Roanoke Asset Management Corp | 37,333 | $6.32M | 2.24% | +95+0.3% | Added |
| Logan Capital Management Inc | 37,312 | $6.31M | 0.29% | +88+0.2% | Added |
| AMG National Trust Bank | 37,305 | $6.31M | 0.20% | −901−2.4% | Reduced |
| Crossvault Capital Management LLC | 37,272 | $6.30M | 1.98% | −1,235−3.2% | Reduced |
| Mark Stevens | 37,257 | $6.30M | 0.71% | −1,146−3.0% | Reduced |
| Annex Advisory Services, LLC | 37,223 | $6.30M | 0.52% | +2,706+7.8% | Added |
| Diligent Investors, LLC | 35,772 | $6.29M | 2.14% | 00.0% | Unchanged |
| JustInvest LLC | 37,057 | $6.27M | 0.56% | +19,180+107.3% | Added |
| Culbertson A N & Co Inc | 36,966 | $6.25M | 1.28% | +1,951+5.6% | Added |
| Palmer Knight Co | 36,944 | $6.25M | 3.26% | +2,323+6.7% | Added |
| Laurel Wealth Advisors LLC | 36,869 | $6.24M | 1.42% | −527−1.4% | Reduced |
| Family Capital Trust Co | 36,671 | $6.20M | 1.77% | +189+0.5% | Added |
| NEXT Financial Group, Inc | 36,668 | $6.20M | 0.48% | +1,239+3.5% | Added |
| Bank Hapoalim BM | 36,630 | $6.20M | 0.65% | −1,674−4.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 36,571 | $6.19M | 1.62% | +2,379+7.0% | Added |
| IHT Wealth Management, LLC | 36,448 | $6.17M | 0.50% | −4,568−11.1% | Reduced |
| Chemung Canal Trust Co | 36,417 | $6.16M | 1.18% | −577−1.6% | Reduced |
| Contrarius Investment Management Ltd | 36,413 | $6.16M | 0.32% | 00.0% | Unchanged |
| Unio Capital LLC | 36,320 | $6.14M | 2.74% | −78−0.2% | Reduced |