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 |
|---|---|---|---|---|---|
| Beach Investment Counsel Inc | 30,850 | $5.22M | 0.49% | −30−0.1% | Reduced |
| Karp Capital Management Corp | 30,853 | $5.22M | 0.74% | +1,075+3.6% | Added |
| Wealthcare Advisory Partners LLC | 30,802 | $5.21M | 0.34% | +829+2.8% | Added |
| Gs Investments, Inc. | 30,791 | $5.21M | 2.73% | +30,791 | New |
| Northwest Bancshares, Inc. | 30,746 | $5.20M | 1.18% | +673+2.2% | Added |
| MainStreet Investment Advisors LLC | 30,709 | $5.20M | 0.50% | −5,271−14.6% | Reduced |
| Montis Financial, LLC | 29,860 | $5.18M | 4.40% | +17+0.1% | Added |
| Signaturefd, LLC | 30,604 | $5.18M | 0.18% | +5,909+23.9% | Added |
| Financial Advocates Investment Management | 30,599 | $5.18M | 0.36% | −9,961−24.6% | Reduced |
| First Interstate Bank | 30,550 | $5.17M | 0.53% | +694+2.3% | Added |
| Nichols & Pratt Advisers LLP | 29,450 | $5.17M | 0.39% | +250+0.9% | Added |
| Raab & Moskowitz Asset Management LLC | 30,531 | $5.17M | 1.87% | −397−1.3% | Reduced |
| Carroll Financial Associates, Inc. | 30,533 | $5.17M | 0.29% | +145+0.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 30,484 | $5.16M | 0.26% | −14,463−32.2% | Reduced |
| Enterprise Trust & Investment Co | 30,469 | $5.15M | 2.09% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30,444 | $5.15M | 0.43% | +532+1.8% | Added |
| Brown Advisory Securities, LLC | 30,334 | $5.13M | 1.52% | −35,935−54.2% | Reduced |
| Independent Financial Group, LLC | 30,314 | $5.13M | 0.52% | +1,585+5.5% | Added |
| BOK Financial Private Wealth, Inc. | 30,312 | $5.13M | 0.41% | +952+3.2% | Added |
| Mid Atlantic Financial Management Inc | 30,304 | $5.13M | 0.34% | +1,127+3.9% | Added |
| Magnolia Capital Advisors LLC | 30,296 | $5.13M | 1.79% | +26,599+719.5% | Added |
| Maryland Capital Management | 30,282 | $5.12M | 0.31% | +599+2.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 30,285 | $5.12M | 2.76% | +30,285 | New |
| Weil Company, Inc. | 30,198 | $5.11M | 2.66% | +164+0.5% | Added |
| HBK Investments L P | 30,163 | $5.10M | 0.07% | +30,163 | New |
| Princeton Global Asset Management LLC | 30,116 | $5.09M | 1.55% | −865−2.8% | Reduced |
| Fma Advisory Inc | 30,076 | $5.09M | 1.90% | −115−0.4% | Reduced |
| Beta Wealth Group, Inc. | 30,054 | $5.08M | 3.66% | +3,195+11.9% | Added |
| Silvant Capital Management LLC | 30,015 | $5.08M | 0.91% | −10,305−25.6% | Reduced |
| Townsend Asset Management Corp | 29,938 | $5.07M | 2.69% | +1,180+4.1% | Added |
| Toroso Investments, LLC | 29,935 | $5.06M | 0.19% | +1,716+6.1% | Added |
| North Star Investment Management Corp. | 29,888 | $5.06M | 0.41% | +497+1.7% | Added |
| Redwood Investments, LLC | 29,867 | $5.05M | 0.42% | −3,562−10.7% | Reduced |
| M. Kraus & Co | 29,804 | $5.04M | 1.80% | +83+0.3% | Added |
| Meiji Yasuda Life Insurance Co | 29,714 | $5.03M | 0.09% | −606−2.0% | Reduced |
| Whalerock Point Partners, LLC | 29,630 | $5.01M | 1.94% | +390+1.3% | Added |
| Bender Robert & Associates | 29,626 | $5.01M | 1.43% | +489+1.7% | Added |
| Mount Yale Investment Advisors, LLC | 29,619 | $5.01M | 0.58% | +14,140+91.3% | Added |
| Campbell Newman Asset Management Inc | 29,599 | $5.01M | 0.51% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 28,469 | $5.00M | 0.54% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 29,528 | $5.00M | 1.36% | +29,528 | New |
| Discovery Capital Management, LLC | 29,500 | $4.99M | 0.38% | +29,500 | New |
| Stokes Family Office, LLC | 29,444 | $4.98M | 0.69% | −85−0.3% | Reduced |
| Citizens Business Bank | 29,439 | $4.98M | 0.66% | −332−1.1% | Reduced |
| Fishman Jay A Ltd | 29,436 | $4.98M | 0.62% | +4,440+17.8% | Added |
| Johanson Financial Advisors, Inc. | 29,402 | $4.97M | 1.71% | +80+0.3% | Added |
| Keel Point, LLC | 29,377 | $4.97M | 0.69% | +1,427+5.1% | Added |
| Brighton Jones LLC | 29,372 | $4.97M | 0.26% | +2,841+10.7% | Added |
| Graybill Bartz & Assoc Ltd | 29,366 | $4.97M | 2.45% | +189+0.6% | Added |
| Ironwood Investment Counsel, LLC | 29,292 | $4.96M | 1.27% | +1,156+4.1% | Added |
| Aptus Capital Advisors, LLC | 29,162 | $4.93M | 0.19% | +12,818+78.4% | Added |
| Liberty Capital Management, Inc. | 29,086 | $4.92M | 1.45% | +70.0% | Added |
| Transcend Wealth Collective, LLC | 28,550 | $4.91M | 0.44% | −118−0.4% | Reduced |
| Wellington Shields Capital Management, LLC | 28,951 | $4.90M | 0.67% | +1,042+3.7% | Added |
| First Citizens Bank & Trust Co | 28,949 | $4.90M | 0.23% | +344+1.2% | Added |
| Strategic Wealth Designers | 28,225 | $4.88M | 1.46% | +4,260+17.8% | Added |
| Baker Tilly Wealth Management, LLC | 28,746 | $4.86M | 0.64% | +4,912+20.6% | Added |
| Wills Financial Group, Inc. | 28,710 | $4.86M | 2.18% | −50−0.2% | Reduced |
| Sicart Associates LLC | 28,676 | $4.85M | 1.32% | −2,890−9.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 28,630 | $4.84M | 0.90% | −284−1.0% | Reduced |
| Peloton Wealth Strategists | 28,533 | $4.83M | 1.98% | −755−2.6% | Reduced |
| SOA Wealth Advisors, LLC. | 28,481 | $4.82M | 1.23% | +54+0.2% | Added |
| Royal Fund Management, LLC | 28,484 | $4.82M | 0.77% | +407+1.4% | Added |
| Stony Point Wealth Management Inc. | 28,462 | $4.82M | 2.89% | +9,161+47.5% | Added |
| Proequities, Inc. | 28,455 | $4.81M | 0.29% | +1,170+4.3% | Added |
| Regal Investment Advisors LLC | 28,389 | $4.80M | 0.47% | +1,935+7.3% | Added |
| Americana Partners, LLC | 28,371 | $4.80M | 1.16% | +21,847+334.9% | Added |
| Hall Laurie J Trustee | 28,314 | $4.79M | 1.85% | −135−0.5% | Reduced |
| Mitchell Capital Management Co | 28,279 | $4.78M | 1.07% | +497+1.8% | Added |
| Mengis Capital Management, Inc. | 28,239 | $4.78M | 1.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 28,223 | $4.77M | 0.86% | −65−0.2% | Reduced |
| Park Avenue Securities LLC | 28,195 | $4.77M | 0.10% | +1,801+6.8% | Added |
| Charter Trust Co | 28,131 | $4.76M | 0.45% | −140.0% | Reduced |
| S&CO Inc | 28,107 | $4.75M | 0.37% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 28,049 | $4.75M | 1.31% | −3,740−11.8% | Reduced |
| Menlo Advisors LLC | 28,053 | $4.75M | 2.51% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 28,024 | $4.74M | 1.64% | +3,539+14.5% | Added |
| Wealthspire Advisors, LLC | 27,958 | $4.73M | 0.10% | +7,255+35.0% | Added |
| Spreng Capital Management, Inc. | 26,844 | $4.72M | 3.03% | +346+1.3% | Added |
| Asset Dedication, LLC | 27,937 | $4.72M | 0.62% | +771+2.8% | Added |
| Wellington Shields & Co., LLC | 27,810 | $4.71M | 1.64% | −310−1.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 27,714 | $4.70M | 0.84% | +1,613+6.2% | Added |
| Ruffer LLP | 26,704 | $4.68M | 0.15% | −483−1.8% | Reduced |
| Pettee Investors, Inc. | 27,658 | $4.68M | 2.18% | +390+1.4% | Added |
| Journey Advisory Group, LLC | 27,493 | $4.65M | 1.51% | −1,713−5.9% | Reduced |
| Rodgers Brothers Inc. | 27,418 | $4.64M | 0.92% | 00.0% | Unchanged |
| Transform Wealth, LLC | 27,372 | $4.63M | 0.53% | +1,654+6.4% | Added |
| Coastal Investment Advisors, Inc. | 27,372 | $4.63M | 1.09% | +1,390+5.3% | Added |
| HBW Advisory Services LLC | 27,356 | $4.63M | 1.20% | +846+3.2% | Added |
| Berkshire Bank | 27,289 | $4.62M | 1.13% | −78−0.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 27,259 | $4.61M | 1.52% | +219+0.8% | Added |
| Centaurus Financial, Inc. | 27,231 | $4.61M | 0.39% | +3,183+13.2% | Added |
| Citadel Investment Advisory, Inc. | 27,204 | $4.60M | 2.85% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 27,179 | $4.60M | 0.84% | −324−1.2% | Reduced |
| Fairbanks Capital Management, Inc. | 27,087 | $4.58M | 3.74% | −2,352−8.0% | Reduced |
| JCIC Asset Management Inc. | 27,020 | $4.57M | 1.50% | +215+0.8% | Added |
| Community Bank, N.A. | 27,009 | $4.57M | 0.56% | −769−2.8% | Reduced |
| Marathon Trading Investment Management LLC | 26,995 | $4.57M | 2.18% | −98,112−78.4% | Reduced |
| Teamwork Financial Advisors, LLC | 26,995 | $4.57M | 0.90% | +579+2.2% | Added |
| Essex Financial Services, Inc. | 26,974 | $4.56M | 0.52% | +6,716+33.2% | Added |