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 |
|---|---|---|---|---|---|
| Strategic Financial Services, Inc, | 22,239 | $3.76M | 0.30% | −1,407−6.0% | Reduced |
| Integrated Advisors Network LLC | 22,218 | $3.76M | 0.25% | +3,332+17.6% | Added |
| Professional Planning | 22,215 | $3.76M | 1.79% | +3,757+20.4% | Added |
| Summit Financial Group Inc | 22,194 | $3.75M | 1.36% | +2,569+13.1% | Added |
| Pictet Bank & Trust Ltd | 22,190 | $3.75M | 2.32% | +1,040+4.9% | Added |
| Condor Capital Management | 22,075 | $3.73M | 0.40% | +289+1.3% | Added |
| Bedel Financial Consulting, Inc. | 22,056 | $3.73M | 1.28% | +21+0.1% | Added |
| Asset Management Group, Inc. | 22,013 | $3.72M | 0.76% | −2,831−11.4% | Reduced |
| SeaCrest Wealth Management, LLC | 21,973 | $3.72M | 0.45% | +335+1.5% | Added |
| L & S Advisors Inc | 21,948 | $3.71M | 0.40% | +1,050+5.0% | Added |
| Mizuho Markets Cayman LP | 21,863 | $3.70M | 0.34% | −24,902−53.2% | Reduced |
| Cito Capital Group, LLC | 21,850 | $3.70M | 1.73% | 00.0% | Unchanged |
| Strategic Advisors LLC | 21,845 | $3.69M | 0.80% | +4,846+28.5% | Added |
| Venator Management LLC | 21,836 | $3.69M | 0.99% | −1,380−5.9% | Reduced |
| Northwest Investment Counselors, LLC | 21,811 | $3.69M | 1.03% | −364−1.6% | Reduced |
| Endurance Wealth Management, Inc. | 21,792 | $3.69M | 0.41% | −140−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 21,782 | $3.69M | 0.14% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 21,778 | $3.68M | 1.20% | +925+4.4% | Added |
| Hunter Associates Investment Management LLC | 21,700 | $3.67M | 1.18% | +3,000+16.0% | Added |
| Quadrant Private Wealth Management, LLC | 21,642 | $3.66M | 1.51% | +648+3.1% | Added |
| Intrust Bank NA | 21,624 | $3.66M | 0.48% | −598−2.7% | Reduced |
| Diamant Asset Management, Inc. | 21,608 | $3.65M | 3.02% | +21,608 | New |
| Weik Capital Management | 21,580 | $3.65M | 1.51% | −2,000−8.5% | Reduced |
| Boltwood Capital Management | 21,478 | $3.63M | 1.46% | +20.0% | Added |
| Red Door Wealth Management, LLC | 21,396 | $3.62M | 1.38% | +2,626+14.0% | Added |
| Hendershot Investments Inc. | 21,325 | $3.61M | 0.68% | +19,993+1,501.0% | Added |
| Wall Street Access Asset Management, LLC | 21,324 | $3.61M | 1.59% | +3,277+18.2% | Added |
| Jasper Ridge Partners, L.P. | 21,254 | $3.60M | 0.16% | 00.0% | Unchanged |
| Stonnington Group, LLC | 20,289 | $3.59M | 0.80% | +1,694+9.1% | Added |
| Trustmark National Bank Trust Department | 21,117 | $3.57M | 0.29% | +345+1.7% | Added |
| Carl P. Sherr & Co., LLC | 21,066 | $3.56M | 2.84% | −259−1.2% | Reduced |
| Oder Investment Management, LLC | 21,039 | $3.56M | 5.22% | +82+0.4% | Added |
| Paradigm Financial Partners, LLC | 19,967 | $3.55M | 0.84% | +1,366+7.3% | Added |
| Optimal Asset Management, Inc. | 20,948 | $3.54M | 0.44% | +16+0.1% | Added |
| Searle & Co. | 20,926 | $3.54M | 1.45% | 00.0% | Unchanged |
| Cohen Lawrence B | 20,898 | $3.54M | 1.87% | −328−1.5% | Reduced |
| Meristem Family Wealth, LLC | 20,896 | $3.54M | 0.34% | +6,296+43.1% | Added |
| JB Capital LLC | 20,890 | $3.53M | 0.46% | +20,890 | New |
| Quadrant Capital Group LLC | 20,886 | $3.53M | 0.49% | +796+4.0% | Added |
| Tower View Investment Management & Research LLC | 20,801 | $3.52M | 1.95% | +56+0.3% | Added |
| Page Arthur B | 20,773 | $3.51M | 2.61% | −807−3.7% | Reduced |
| Harbour Capital Advisors, LLC | 20,770 | $3.51M | 0.92% | +586+2.9% | Added |
| Partners Capital Investment Group, LLP | 20,721 | $3.50M | 0.16% | −9,833−32.2% | Reduced |
| Waycross Partners, LLC | 20,666 | $3.50M | 2.20% | −3,359−14.0% | Reduced |
| McMahon Financial Advisors, LLC | 20,655 | $3.50M | 1.60% | +150+0.7% | Added |
| Eagle Asset Management Inc | 20,626 | $3.49M | 0.02% | −305−1.5% | Reduced |
| Change Path, LLC | 20,337 | $3.48M | 0.21% | −742−3.5% | Reduced |
| Accuvest Global Advisors | 20,147 | $3.48M | 1.64% | +20,147 | New |
| Ethic Inc. | 20,551 | $3.48M | 0.36% | +14,347+231.3% | Added |
| Knuff & Co LLC | 20,535 | $3.47M | 1.30% | +20+0.1% | Added |
| David R. Rahn & Associates Inc. | 20,522 | $3.47M | 1.95% | +20,522 | New |
| Slow Capital, Inc. | 20,410 | $3.45M | 0.63% | +79+0.4% | Added |
| Atlas Brown,Inc. | 20,411 | $3.45M | 1.50% | +284+1.4% | Added |
| Principle Wealth Partners LLC | 20,404 | $3.45M | 0.40% | +111+0.5% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 20,389 | $3.45M | 0.70% | +127+0.6% | Added |
| Shepherd Financial Partners LLC | 20,342 | $3.45M | 0.67% | +133+0.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 20,289 | $3.43M | 1.26% | −62−0.3% | Reduced |
| Ceera Investments, LLC | 20,285 | $3.43M | 1.89% | 00.0% | Unchanged |
| Dempze Nancy E | 20,226 | $3.42M | 2.68% | +58+0.3% | Added |
| Marietta Investment Partners LLC | 20,195 | $3.42M | 0.78% | −1,510−7.0% | Reduced |
| Markston International LLC | 20,167 | $3.41M | 3.19% | −16,436−44.9% | Reduced |
| Horan Capital Advisors, LLC. | 20,154 | $3.41M | 1.51% | +655+3.4% | Added |
| Avalon Investment & Advisory | 20,143 | $3.41M | 0.08% | −143,488−87.7% | Reduced |
| Heritage Way Advisors, LLC | 20,141 | $3.41M | 1.42% | +12+0.1% | Added |
| Jeppson Wealth Management, LLC | 20,070 | $3.40M | 1.77% | −45−0.2% | Reduced |
| Founders Capital Management | 20,014 | $3.39M | 2.32% | −1,232−5.8% | Reduced |
| Gimbel Daniel Scott | 20,000 | $3.38M | 1.07% | 00.0% | Unchanged |
| Ally Financial Inc. | 20,000 | $3.38M | 0.33% | +20,000 | New |
| Thomas Story & Son LLC | 19,989 | $3.38M | 1.38% | +24+0.1% | Added |
| Frisch Financial Group, Inc. | 19,867 | $3.36M | 1.12% | −608−3.0% | Reduced |
| Clarius Group, LLC | 19,857 | $3.36M | 0.30% | −20.0% | Reduced |
| Van Leeuwen & Company, LLC | 19,857 | $3.36M | 2.06% | +15,478+353.5% | Added |
| Cypress Asset Management Inc | 19,839 | $3.36M | 0.87% | +50.0% | Added |
| Laurel Wealth Advisors, Inc. | 19,792 | $3.35M | 0.62% | −1,265−6.0% | Reduced |
| Moneta Group Investment Advisors LLC | 19,667 | $3.33M | 0.15% | −951−4.6% | Reduced |
| Regent Investment Management LLC | 19,633 | $3.32M | 0.80% | −690−3.4% | Reduced |
| Goelzer Investment Management, Inc. | 19,634 | $3.32M | 0.29% | −309−1.5% | Reduced |
| Rational Advisors LLC | 19,556 | $3.31M | 0.26% | +19,556 | New |
| Dynamic Technology Lab Private Ltd | 19,510 | $3.30M | 0.40% | +5,853+42.9% | Added |
| FDx Advisors, Inc. | 19,500 | $3.30M | 0.11% | +5,872+43.1% | Added |
| QV Investors Inc. | 19,480 | $3.29M | 0.25% | −11,770−37.7% | Reduced |
| Sky Investment Group LLC | 19,406 | $3.28M | 0.73% | +259+1.4% | Added |
| Court Place Advisors, LLC | 19,376 | $3.28M | 0.97% | +1,530+8.6% | Added |
| Proficio Capital Partners LLC | 19,352 | $3.27M | 0.43% | −109−0.6% | Reduced |
| Hollencrest Capital Management | 19,352 | $3.27M | 0.29% | +55+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 19,315 | $3.27M | 0.22% | +741+4.0% | Added |
| Qube Research & Technologies Ltd | 19,299 | $3.27M | 0.04% | −132,250−87.3% | Reduced |
| Varma Mutual Pension Insurance Co | 19,285 | $3.26M | 0.05% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 19,212 | $3.25M | 0.68% | +378+2.0% | Added |
| Lindbrook Capital, LLC | 19,171 | $3.24M | 0.85% | +240+1.3% | Added |
| Highlander Capital Management, LLC | 19,167 | $3.24M | 1.64% | −450−2.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 19,154 | $3.24M | 1.06% | +1,579+9.0% | Added |
| Fairhaven Wealth Management, LLC | 19,155 | $3.24M | 1.33% | +2,171+12.8% | Added |
| Cape Cod Five Cents Savings Bank | 19,129 | $3.24M | 0.33% | +1,395+7.9% | Added |
| BigSur Wealth Management LLC | 19,112 | $3.23M | 1.45% | 00.0% | Unchanged |
| Conning Inc. | 19,073 | $3.23M | 0.09% | −1,816−8.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 19,064 | $3.23M | 1.32% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 19,039 | $3.22M | 0.04% | −425−2.2% | Reduced |
| Malaga Cove Capital, LLC | 19,026 | $3.22M | 1.34% | −70−0.4% | Reduced |
| Compton Capital Management Inc | 19,009 | $3.22M | 0.94% | +125+0.7% | Added |