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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Abbrea Capital, LLC | 36,250 | $6.13M | 0.92% | +209+0.6% | Added |
| Great Valley Advisor Group, Inc. | 36,185 | $6.12M | 0.42% | +54+0.1% | Added |
| Heritage Trust Co | 36,094 | $6.11M | 0.86% | +1,079+3.1% | Added |
| Equitable Holdings, Inc. | 36,080 | $6.10M | 0.10% | +164+0.5% | Added |
| Motley Fool Wealth Management, LLC | 36,033 | $6.10M | 0.26% | −32−0.1% | Reduced |
| Arrow Capital Management, LLC | 35,898 | $6.07M | 4.27% | −10,000−21.8% | Reduced |
| Mission Wealth Management, LP | 35,895 | $6.07M | 0.31% | −1,876−5.0% | Reduced |
| Family Management Corp | 35,857 | $6.07M | 1.67% | +135+0.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 35,808 | $6.06M | 5.23% | +1,963+5.8% | Added |
| Legacy Private Trust Co. | 35,711 | $6.04M | 0.49% | +1,810+5.3% | Added |
| Lockheed Martin Investment Management Co | 35,621 | $6.03M | 0.33% | −1,010−2.8% | Reduced |
| Asset Planning Services Inc | 35,581 | $6.02M | 3.55% | 00.0% | Unchanged |
| Van Eck Associates Corp | 35,393 | $5.99M | 0.02% | +4,574+14.8% | Added |
| Brave Asset Management Inc | 35,335 | $5.98M | 1.73% | +77+0.2% | Added |
| Consolidated Capital Management, LLC | 35,337 | $5.98M | 2.81% | +333+1.0% | Added |
| Pavion Blue Capital, LLC | 35,329 | $5.98M | 3.71% | −387−1.1% | Reduced |
| Nwam LLC | 35,319 | $5.97M | 0.54% | +4,211+13.5% | Added |
| Meyer Handelman Co | 35,293 | $5.97M | 0.24% | 00.0% | Unchanged |
| Greenleaf Trust | 35,131 | $5.94M | 0.07% | −1,062−2.9% | Reduced |
| Middleton & Co Inc | 35,055 | $5.93M | 0.63% | +180+0.5% | Added |
| Jupiter Wealth Management LLC | 33,914 | $5.92M | 2.79% | −4,352−11.4% | Reduced |
| Baker Ellis Asset Management LLC | 34,146 | $5.91M | 1.14% | +64+0.2% | Added |
| Spinnaker Trust | 34,828 | $5.89M | 0.41% | +937+2.8% | Added |
| American National Bank | 34,708 | $5.87M | 1.30% | +69+0.2% | Added |
| Altavista Wealth Management, Inc. | 34,702 | $5.87M | 1.31% | −1,278−3.6% | Reduced |
| WBH Advisory Inc | 34,617 | $5.86M | 0.79% | −53−0.2% | Reduced |
| LaFleur & Godfrey LLC | 34,587 | $5.85M | 0.81% | +4,120+13.5% | Added |
| Picton Mahoney Asset Management | 34,570 | $5.85M | 0.23% | −120−0.3% | Reduced |
| Horizon Investments, LLC | 34,455 | $5.83M | 0.18% | −1,479−4.1% | Reduced |
| Capital Investment Counsel, Inc | 34,419 | $5.82M | 1.28% | −252−0.7% | Reduced |
| Moreno Evelyn V | 34,408 | $5.82M | 1.37% | −89−0.3% | Reduced |
| Bourgeon Capital Management LLC | 34,379 | $5.82M | 1.24% | −635−1.8% | Reduced |
| Brick & Kyle, Associates | 33,952 | $5.81M | 2.95% | +323+1.0% | Added |
| Global Retirement Partners, LLC | 34,309 | $5.80M | 0.57% | +1,072+3.2% | Added |
| Sumitomo Life Insurance Co | 34,076 | $5.76M | 0.15% | −1,440−4.1% | Reduced |
| White Pine Investment CO | 34,074 | $5.76M | 2.02% | −59−0.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 33,869 | $5.73M | 2.73% | +416+1.2% | Added |
| Apollon Wealth Management, LLC | 33,784 | $5.71M | 0.78% | +6,010+21.6% | Added |
| Northstar Group, Inc. | 33,755 | $5.71M | 1.48% | +1,001+3.1% | Added |
| Circle Wealth Management, LLC | 33,729 | $5.71M | 0.82% | −2,831−7.7% | Reduced |
| Addison Capital Co | 33,397 | $5.65M | 2.62% | +30.0% | Added |
| Lorne Steinberg Wealth Management Inc. | 33,336 | $5.64M | 2.73% | +650+2.0% | Added |
| DCM Advisors, LLC | 33,334 | $5.64M | 2.17% | +20,312+156.0% | Added |
| Coastline Trust Co | 33,315 | $5.64M | 0.70% | −1,550−4.4% | Reduced |
| Eidelman Virant Capital | 32,934 | $5.63M | 2.18% | −3,407−9.4% | Reduced |
| B. Riley Wealth Management, Inc. | 33,217 | $5.62M | 0.43% | +23,974+259.4% | Added |
| Belpointe Asset Management LLC | 33,059 | $5.59M | 0.38% | +1,257+4.0% | Added |
| GM Advisory Group, Inc. | 33,028 | $5.59M | 0.56% | −150.0% | Reduced |
| Parallel Advisors, LLC | 32,976 | $5.58M | 0.23% | +2,132+6.9% | Added |
| Corient Capital Partners, LLC | 32,910 | $5.57M | 0.41% | +3,115+10.5% | Added |
| Arrow Financial Corp | 32,906 | $5.57M | 0.72% | −125−0.4% | Reduced |
| Pecaut & Co. | 32,887 | $5.56M | 3.32% | −2,110−6.0% | Reduced |
| Anderson Hoagland & Co | 32,870 | $5.56M | 0.71% | −400−1.2% | Reduced |
| Kavar Capital Partners Group, LLC | 32,871 | $5.56M | 1.27% | +514+1.6% | Added |
| TCW Group Inc | 32,783 | $5.55M | 0.05% | −17,744−35.1% | Reduced |
| Boston Research & Management Inc | 32,778 | $5.54M | 1.65% | +770+2.4% | Added |
| Gardner Lewis Asset Management L P | 32,718 | $5.54M | 0.85% | +5,343+19.5% | Added |
| Myriad Asset Management Ltd. | 32,700 | $5.53M | 0.58% | +32,700 | New |
| Naples Global Advisors, LLC | 32,665 | $5.53M | 0.73% | +35+0.1% | Added |
| Boyar Asset Management Inc. | 32,615 | $5.52M | 3.63% | −114−0.3% | Reduced |
| First Hawaiian Bank | 32,530 | $5.50M | 0.23% | +323+1.0% | Added |
| Brandywine Global Investment Management, LLC | 32,509 | $5.50M | 0.04% | −416−1.3% | Reduced |
| Patton Albertson Miller Group, LLC | 32,419 | $5.48M | 1.05% | +4,883+17.7% | Added |
| Oak Grove Capital LLC | 32,288 | $5.46M | 1.22% | +203+0.6% | Added |
| Hills Bank & Trust Co | 32,268 | $5.46M | 0.82% | +159+0.5% | Added |
| Greenline Partners, LLC | 32,229 | $5.45M | 1.14% | +9,688+43.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 32,202 | $5.45M | 0.21% | +12,703+65.1% | Added |
| Unified Trust Company, N.A. | 32,158 | $5.44M | 1.60% | +204+0.6% | Added |
| Elk River Wealth Management, LLC | 32,081 | $5.43M | 1.37% | +671+2.1% | Added |
| Webster Bank, N. A. | 32,063 | $5.42M | 0.61% | −599−1.8% | Reduced |
| Bridge Creek Capital Management LLC | 32,064 | $5.42M | 2.02% | +255+0.8% | Added |
| Wealth Advisory Solutions, LLC | 32,058 | $5.42M | 1.21% | +1,212+3.9% | Added |
| HBK Sorce Advisory LLC | 32,019 | $5.42M | 0.30% | +110.0% | Added |
| Easterly Investment Partners LLC | 31,976 | $5.41M | 0.37% | +31,976 | New |
| Essex LLC | 31,932 | $5.40M | 1.50% | +31,932 | New |
| RPg Family Wealth Advisory, LLC | 31,925 | $5.40M | 2.28% | +410+1.3% | Added |
| Comerica Securities,inc. | 31,923 | $5.40M | 0.38% | +1,455+4.8% | Added |
| Stevens Capital Management LP | 31,896 | $5.40M | 2.26% | +8,311+35.2% | Added |
| Gladstone Institutional Advisory LLC | 31,890 | $5.39M | 0.53% | +11,224+54.3% | Added |
| Veriti Management LLC | 31,834 | $5.38M | 0.77% | +947+3.1% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 31,793 | $5.38M | 2.56% | +3,621+12.9% | Added |
| Westhampton Capital, LLC | 31,781 | $5.38M | 3.68% | −865−2.6% | Reduced |
| Duncker Streett & Co Inc | 31,744 | $5.37M | 1.02% | −156−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 31,667 | $5.36M | 0.33% | −11,095−25.9% | Reduced |
| Institute for Wealth Management, LLC. | 31,661 | $5.36M | 0.94% | +1,579+5.2% | Added |
| J.W. Cole Advisors, Inc. | 31,610 | $5.35M | 0.38% | +4,994+18.8% | Added |
| KLCM Advisors, Inc. | 31,610 | $5.35M | 1.15% | −125−0.4% | Reduced |
| SlateStone Wealth, LLC | 31,578 | $5.34M | 1.22% | −490−1.5% | Reduced |
| RB Capital Management, LLC | 31,574 | $5.34M | 2.01% | +591+1.9% | Added |
| IndexIQ Advisors LLC | 31,540 | $5.34M | 0.18% | +1,570+5.2% | Added |
| Ferguson Wellman Capital Management, Inc | 31,537 | $5.33M | 0.17% | −1,238−3.8% | Reduced |
| Nixon Peabody Trust Co | 31,388 | $5.31M | 1.92% | +2,460+8.5% | Added |
| Notis-McConarty Edward | 31,279 | $5.29M | 1.94% | +1,977+6.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 31,283 | $5.29M | 0.23% | +31,283 | New |
| Arlington Partners LLC | 31,265 | $5.29M | 1.52% | +2,547+8.9% | Added |
| Stoneridge Investment Partners LLC | 31,047 | $5.25M | 2.62% | −1,200−3.7% | Reduced |
| Perkins Coie Trust Co | 31,037 | $5.25M | 1.64% | +331+1.1% | Added |
| Boenning & Scattergood, Inc. | 30,950 | $5.24M | 0.92% | −607−1.9% | Reduced |
| Act Two Investors LLC | 30,941 | $5.23M | 1.24% | −235−0.8% | Reduced |
| Eastern Bank | 30,907 | $5.23M | 0.25% | −20−0.1% | Reduced |