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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 26,941 | $4.56M | 0.17% | +1,892+7.6% | Added |
| Cullen Capital Management LLC | 26,936 | $4.56M | 0.04% | −2,035−7.0% | Reduced |
| Meridian Wealth Management, LLC | 26,856 | $4.54M | 0.56% | −220−0.8% | Reduced |
| Scholtz & Company, LLC | 26,791 | $4.53M | 1.60% | −2,693−9.1% | Reduced |
| Vestcor Inc | 26,778 | $4.53M | 0.16% | −3,677−12.1% | Reduced |
| Diversified Investment Strategies, LLC | 26,646 | $4.51M | 3.34% | 00.0% | Unchanged |
| True North Advisors, LLC | 26,618 | $4.50M | 0.89% | +202+0.8% | Added |
| Mendel Money Management | 26,548 | $4.49M | 2.81% | +595+2.3% | Added |
| NatWest Group plc | 26,543 | $4.49M | 2.41% | +942+3.7% | Added |
| Surevest, LLC | 26,466 | $4.48M | 1.13% | −663−2.4% | Reduced |
| First Trust Advisors LP | 26,341 | $4.46M | 0.00% | −49,479−65.3% | Reduced |
| Citizens Financial Group Inc | 26,338 | $4.46M | 0.16% | −3,238−10.9% | Reduced |
| Hoey Investments, Inc | 26,278 | $4.45M | 1.38% | −2,084−7.3% | Reduced |
| HC Financial Advisors Inc | 26,261 | $4.44M | 2.67% | −415−1.6% | Reduced |
| Cadence Bank NA | 26,229 | $4.44M | 1.32% | −14−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 26,203 | $4.43M | 0.60% | −7,006−21.1% | Reduced |
| Two Sigma Investments, LP | 26,155 | $4.42M | 0.01% | +26,155 | New |
| Adalta Capital Management LLC | 26,073 | $4.41M | 2.44% | +763+3.0% | Added |
| Chicago Trust Co NA | 26,024 | $4.40M | 0.97% | +1,817+7.5% | Added |
| Pensionfund DSM Netherlands | 26,000 | $4.40M | 0.56% | +26,000 | New |
| Welch Group, LLC | 25,940 | $4.39M | 0.30% | +3,584+16.0% | Added |
| Keating Investment Counselors Inc | 25,752 | $4.36M | 2.04% | −265−1.0% | Reduced |
| Ropes Wealth Advisors LLC | 25,708 | $4.35M | 0.70% | −819−3.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 25,696 | $4.35M | 0.58% | +22,870+809.3% | Added |
| Old Second National Bank of Aurora | 25,609 | $4.33M | 1.17% | −56−0.2% | Reduced |
| Capital Analysts, LLC | 25,602 | $4.33M | 0.28% | +41+0.2% | Added |
| Univest Financial Corp | 25,537 | $4.32M | 1.21% | +915+3.7% | Added |
| Roberts Wealth Advisors, LLC | 25,519 | $4.32M | 1.71% | +25,519 | New |
| Bull Street Advisors, LLC | 25,488 | $4.31M | 2.22% | +257+1.0% | Added |
| Homrich & Berg | 25,281 | $4.28M | 0.10% | −1,974−7.2% | Reduced |
| Trust Co of Oklahoma | 25,268 | $4.27M | 1.53% | −452−1.8% | Reduced |
| Longitude (Cayman) Ltd. | 25,200 | $4.26M | 3.31% | −800−3.1% | Reduced |
| Staley Capital Advisers Inc | 25,091 | $4.25M | 0.23% | −70−0.3% | Reduced |
| Bradley Mark J. | 25,055 | $4.24M | 2.90% | −415−1.6% | Reduced |
| Monetta Financial Services Inc | 25,000 | $4.23M | 3.42% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 25,000 | $4.23M | 0.29% | +25,000 | New |
| Reilly Financial Advisors, LLC | 24,949 | $4.22M | 0.36% | +1,156+4.9% | Added |
| Boston Family Office LLC | 24,915 | $4.21M | 0.31% | +739+3.1% | Added |
| Ritholtz Wealth Management | 24,895 | $4.21M | 0.29% | +875+3.6% | Added |
| Kesler, Norman & Wride, LLC | 24,880 | $4.21M | 0.99% | +650+2.7% | Added |
| Morgan Jess S & Co Inc | 24,870 | $4.21M | 2.78% | +2,165+9.5% | Added |
| SevenBridge Financial Group, LLC | 24,864 | $4.21M | 1.40% | −426−1.7% | Reduced |
| Gotham Asset Management, LLC | 24,851 | $4.20M | 0.17% | +4,276+20.8% | Added |
| Winch Advisory Services, LLC | 24,825 | $4.20M | 1.46% | +52+0.2% | Added |
| Fruth Investment Management | 24,808 | $4.20M | 1.29% | −232−0.9% | Reduced |
| Physicians Financial Services, Inc. | 24,772 | $4.19M | 1.70% | +3,404+15.9% | Added |
| Curbstone Financial Management Corp | 24,738 | $4.18M | 0.79% | −314−1.3% | Reduced |
| Pegasus Asset Management, Inc. | 24,710 | $4.18M | 1.92% | +574+2.4% | Added |
| Smithfield Trust Co | 24,706 | $4.18M | 0.28% | +726+3.0% | Added |
| Estabrook Capital Management | 24,692 | $4.18M | 0.66% | −690−2.7% | Reduced |
| Altium Wealth Management LLC | 24,683 | $4.18M | 0.30% | +430+1.8% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 24,493 | $4.14M | 0.81% | −20,023−45.0% | Reduced |
| Commerzbank Aktiengesellschaft | 24,477 | $4.14M | 0.25% | +1,107+4.7% | Added |
| Beaton Management Co. Inc. | 24,455 | $4.14M | 2.74% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 24,349 | $4.12M | 3.96% | −1,291−5.0% | Reduced |
| Montecito Bank & Trust | 24,320 | $4.11M | 0.80% | −2,619−9.7% | Reduced |
| Covey Capital Advisors, LLC | 24,318 | $4.11M | 3.29% | – | – |
| Resources Investment Advisors, LLC. | 24,289 | $4.11M | 0.16% | +1,107+4.8% | Added |
| Westbourne Investment Advisors, Inc. | 24,247 | $4.10M | 1.87% | +993+4.3% | Added |
| Consolidated Investment Group LLC | 24,202 | $4.09M | 0.64% | 00.0% | Unchanged |
| Allworth Financial LP | 24,193 | $4.09M | 0.07% | +4,628+23.7% | Added |
| Richard Bernstein Advisors LLC | 24,114 | $4.08M | 0.08% | +2,049+9.3% | Added |
| Joel Isaacson & Co., LLC | 24,045 | $4.07M | 0.31% | −186−0.8% | Reduced |
| Intersect Capital LLC | 24,010 | $4.06M | 0.70% | +648+2.8% | Added |
| Jacobi Capital Management LLC | 24,013 | $4.06M | 0.52% | +1,016+4.4% | Added |
| Northstar Asset Management LLC | 23,958 | $4.05M | 1.06% | −125−0.5% | Reduced |
| Concentric Wealth Management, LLC | 23,897 | $4.04M | 1.24% | −75−0.3% | Reduced |
| Mirador Capital Partners LP | 23,867 | $4.04M | 0.92% | +114+0.5% | Added |
| Arden Trust Co | 23,846 | $4.03M | 0.69% | +339+1.4% | Added |
| American Money Management, LLC | 23,799 | $4.03M | 1.14% | +216+0.9% | Added |
| Trinity Legacy Partners, LLC | 23,757 | $4.02M | 1.44% | +651+2.8% | Added |
| Ami Investment Management Inc | 23,721 | $4.01M | 1.72% | −1,448−5.8% | Reduced |
| Sowell Financial Services LLC | 23,694 | $4.01M | 0.27% | −3,399−12.5% | Reduced |
| RVW Wealth, LLC | 21,436 | $4.00M | 0.48% | 00.0% | Unchanged |
| Quest Investment Management LLC | 23,644 | $4.00M | 0.37% | +2,154+10.0% | Added |
| Fundamentun, LLC | 23,640 | $4.00M | 0.70% | +5,722+31.9% | Added |
| Rehmann Capital Advisory Group | 23,775 | $3.99M | 0.38% | −170−0.7% | Reduced |
| BDO Wealth Advisors, LLC | 23,560 | $3.99M | 0.44% | +795+3.5% | Added |
| United Capital Management of KS, Inc. | 23,530 | $3.98M | 1.63% | +1,749+8.0% | Added |
| Susquehanna Fundamental Investments, LLC | 23,521 | $3.98M | 0.07% | −7,532−24.3% | Reduced |
| Kovack Advisors, Inc. | 23,462 | $3.97M | 0.43% | +2,518+12.0% | Added |
| JSF Financial, LLC | 23,450 | $3.97M | 1.96% | +9,178+64.3% | Added |
| Next Century Growth Investors LLC | 23,342 | $3.95M | 0.34% | +3,831+19.6% | Added |
| Harbour Investment Management LLC | 23,224 | $3.93M | 1.99% | −1,732−6.9% | Reduced |
| Vishria Bird Financial Group, LLC | 23,147 | $3.92M | 2.06% | +691+3.1% | Added |
| Aviance Capital Partners, LLC | 23,104 | $3.91M | 0.69% | +614+2.7% | Added |
| Iat Reinsurance Co Ltd. | 23,070 | $3.90M | 0.59% | +43+0.2% | Added |
| Empirical Finance, LLC | 23,024 | $3.90M | 0.59% | +1,275+5.9% | Added |
| Eqis Capital Management, Inc. | 22,998 | $3.89M | 0.30% | −1,160−4.8% | Reduced |
| Smith, Moore & Co. | 22,995 | $3.89M | 0.59% | −107−0.5% | Reduced |
| Amica Mutual Insurance Co | 22,787 | $3.85M | 0.40% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 22,749 | $3.85M | 0.49% | +907+4.2% | Added |
| Arlington Financial Advisors, LLC | 22,738 | $3.85M | 1.51% | +95+0.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 22,743 | $3.85M | 0.61% | +720+3.3% | Added |
| BBR Partners, LLC | 22,656 | $3.83M | 0.32% | −338−1.5% | Reduced |
| Abbot Financial Management, Inc. | 22,651 | $3.83M | 1.74% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 22,624 | $3.83M | 1.54% | +1,556+7.4% | Added |
| Bristlecone Advisors, LLC | 22,452 | $3.80M | 0.50% | +50+0.2% | Added |
| IFG Advisory, LLC | 22,328 | $3.78M | 0.41% | +926+4.3% | Added |
| First Trust Bank, Ltd. | 22,300 | $3.77M | 4.77% | 00.0% | Unchanged |