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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 19,009 | $3.22M | 0.02% | +19,009 | New |
| Cornerstone Wealth Management, LLC | 18,983 | $3.21M | 0.34% | +443+2.4% | Added |
| Exane Derivatives | 18,955 | $3.21M | 0.80% | −4,670−19.8% | Reduced |
| Spirit of America Management Corp | 18,950 | $3.21M | 0.69% | +1,150+6.5% | Added |
| Botty Investors LLC | 18,939 | $3.20M | 0.96% | +906+5.0% | Added |
| Capital Asset Advisory Services LLC | 18,880 | $3.19M | 0.36% | −3,689−16.3% | Reduced |
| Capital Planning Advisors, LLC | 18,803 | $3.18M | 0.66% | −236−1.2% | Reduced |
| Diversified Trust Co | 18,800 | $3.18M | 0.11% | +2,339+14.2% | Added |
| Garrison Asset Management, LLC | 18,790 | $3.18M | 1.93% | +462+2.5% | Added |
| FourThought Financial, LLC | 18,750 | $3.17M | 0.42% | +654+3.6% | Added |
| HCR Wealth Advisors | 18,712 | $3.17M | 0.53% | −111−0.6% | Reduced |
| International Assets Investment Management, LLC | 20,692 | $3.16M | 0.57% | +1,515+7.9% | Added |
| XML Financial, LLC | 18,699 | $3.16M | 0.42% | +12,822+218.2% | Added |
| Sequoia Financial Advisors, LLC | 18,684 | $3.16M | 0.32% | −42,081−69.3% | Reduced |
| Eudaimonia Partners, LLC | 18,661 | $3.16M | 0.57% | +1,191+6.8% | Added |
| Stillwater Investment Management, LLC | 18,648 | $3.15M | 0.84% | −423−2.2% | Reduced |
| Deseret Mutual Benefit Administrators | 18,596 | $3.15M | 0.58% | +10,285+123.8% | Added |
| Grand Central Investment Group | 18,567 | $3.14M | 4.17% | −2,662−12.5% | Reduced |
| V Wealth Advisors LLC | 18,543 | $3.14M | 0.49% | −441−2.3% | Reduced |
| Connable Office Inc | 18,512 | $3.13M | 0.45% | −51−0.3% | Reduced |
| Watchman Group, Inc. | 18,501 | $3.13M | 2.02% | +308+1.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 17,652 | $3.12M | 1.25% | +222+1.3% | Added |
| Bremer Bank National Association | 18,445 | $3.12M | 0.62% | −582−3.1% | Reduced |
| Leelyn Smith, LLC | 18,403 | $3.11M | 0.90% | +1,021+5.9% | Added |
| Butensky & Cohen Financial Security, Inc | 18,344 | $3.10M | 1.23% | +60+0.3% | Added |
| Choate Investment Advisors | 18,298 | $3.10M | 0.20% | −325−1.7% | Reduced |
| Investment House LLC | 18,275 | $3.09M | 0.23% | −426−2.3% | Reduced |
| NTV Asset Management LLC | 18,273 | $3.09M | 0.54% | +1,548+9.3% | Added |
| Delta Financial Advisors LLC | 18,233 | $3.08M | 1.37% | +58+0.3% | Added |
| Sawyer & Company, Inc | 18,221 | $3.08M | 1.45% | −660−3.5% | Reduced |
| NorthCoast Asset Management LLC | 18,181 | $3.08M | 0.11% | −109−0.6% | Reduced |
| Trustco Bank Corp N Y | 18,169 | $3.07M | 2.86% | −605−3.2% | Reduced |
| Charter Research & Investment Group, Inc. | 18,072 | $3.06M | 2.54% | −145−0.8% | Reduced |
| Aldebaran Financial Inc. | 18,032 | $3.05M | 2.62% | +385+2.2% | Added |
| Bizma Investimentos Ltda | 18,000 | $3.04M | 1.88% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 17,968 | $3.04M | 0.76% | −468−2.5% | Reduced |
| Aspiriant, LLC | 17,945 | $3.03M | 0.18% | −463−2.5% | Reduced |
| Patten Group, Inc. | 17,893 | $3.03M | 0.89% | −582−3.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 17,670 | $2.99M | 1.11% | +284+1.6% | Added |
| Level Four Advisory Services, LLC | 17,579 | $2.97M | 0.31% | −26,384−60.0% | Reduced |
| Birmingham Capital Management Co Inc | 17,548 | $2.97M | 1.14% | −450−2.5% | Reduced |
| Trust Asset Management LLC | 17,543 | $2.97M | 0.41% | +1,183+7.2% | Added |
| Kore Private Wealth LLC | 17,524 | $2.96M | 0.31% | +1,143+7.0% | Added |
| Summit X, LLC | 17,452 | $2.96M | 0.75% | +443+2.6% | Added |
| TBH Global Asset Management, LLC | 17,492 | $2.96M | 0.69% | +700+4.2% | Added |
| Sanders Morris Harris LLC | 16,692 | $2.96M | 0.54% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 17,425 | $2.95M | 0.88% | +351+2.1% | Added |
| Gilman Hill Asset Management, LLC | 17,387 | $2.94M | 0.75% | +1,437+9.0% | Added |
| Csenge Advisory Group | 16,648 | $2.93M | 0.25% | +626+3.9% | Added |
| MidWestOne Financial Group, Inc. | 17,293 | $2.92M | 0.69% | +93+0.5% | Added |
| First National Bank & Trust Co of Newtown | 17,280 | $2.92M | 0.61% | −650−3.6% | Reduced |
| Founders Financial Alliance, LLC | 17,241 | $2.92M | 1.36% | −565−3.2% | Reduced |
| Kiley Juergens Wealth Management, LLC | 17,156 | $2.90M | 1.27% | +228+1.3% | Added |
| GFS Advisors, LLC | 17,142 | $2.90M | 0.63% | −314−1.8% | Reduced |
| Rowland & Co Investment Counsel | 25,996 | $2.90M | 0.98% | −2,621−9.2% | Reduced |
| Capital Advisors Inc | 17,128 | $2.90M | 0.09% | −7,284−29.8% | Reduced |
| Kingfisher Capital LLC | 17,089 | $2.89M | 0.75% | +397+2.4% | Added |
| YorkBridge Wealth Partners, LLC | 17,064 | $2.89M | 0.73% | +759+4.7% | Added |
| Strategic Global Advisors, LLC | 17,053 | $2.88M | 0.42% | −3,177−15.7% | Reduced |
| Bowling Portfolio Management LLC | 17,040 | $2.88M | 0.65% | −90−0.5% | Reduced |
| Miller Investment Management, LP | 17,023 | $2.88M | 0.49% | 00.0% | Unchanged |
| Grove Bank & Trust | 17,023 | $2.88M | 0.61% | +5,448+47.1% | Added |
| Sentry Investment Management LLC | 17,001 | $2.88M | 0.84% | −2,436−12.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $2.88M | 0.94% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 16,888 | $2.86M | 1.13% | −254−1.5% | Reduced |
| Krilogy Financial LLC | 16,838 | $2.85M | 0.28% | +437+2.7% | Added |
| Ballentine Partners, LLC | 16,822 | $2.85M | 0.10% | −521−3.0% | Reduced |
| JNBA Financial Advisors | 16,803 | $2.84M | 0.38% | −80−0.5% | Reduced |
| K.J. Harrison & Partners Inc | 16,626 | $2.83M | 0.41% | −4,000−19.4% | Reduced |
| Plimoth Trust Co LLC | 16,692 | $2.82M | 0.80% | +562+3.5% | Added |
| DAGCO, Inc. | 16,669 | $2.82M | 1.21% | +198+1.2% | Added |
| Davis-Rea Ltd. | 16,637 | $2.81M | 1.38% | +272+1.7% | Added |
| Threadgill Financial, LLC | 15,906 | $2.79M | 2.32% | +15,906 | New |
| Burney Co | 16,482 | $2.79M | 0.13% | −815−4.7% | Reduced |
| Banco de Sabadell, S.A | 16,418 | $2.78M | 1.87% | −58−0.4% | Reduced |
| Fairfield, Bush & Co. | 16,384 | $2.77M | 0.90% | −15,562−48.7% | Reduced |
| Mechanics Bank Trust Department | 16,348 | $2.77M | 0.45% | +1,894+13.1% | Added |
| Geneva Capital Management LLC | 16,346 | $2.77M | 0.05% | +1,658+11.3% | Added |
| EPG Wealth Management LLC | 16,318 | $2.76M | 1.11% | +237+1.5% | Added |
| Guardian Capital Advisors LP | 15,876 | $2.75M | 0.29% | +2,335+17.2% | Added |
| Constitution Capital LLC | 16,256 | $2.75M | 1.65% | −2,805−14.7% | Reduced |
| Bank of New Hampshire | 15,568 | $2.74M | 0.73% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 16,119 | $2.73M | 0.41% | +3,576+28.5% | Added |
| Wimmer Associates 1, LLC | 16,099 | $2.72M | 1.61% | −267−1.6% | Reduced |
| Keystone Financial Group | 16,079 | $2.72M | 0.49% | −1,220−7.1% | Reduced |
| Waldron Private Wealth LLC | 16,075 | $2.72M | 0.16% | +2,739+20.5% | Added |
| Meridian Management Co | 16,004 | $2.71M | 0.83% | +168+1.1% | Added |
| HighTower Trust Services, LTA | 15,983 | $2.70M | 0.33% | +357+2.3% | Added |
| Sculati Wealth Management, LLC | 15,969 | $2.70M | 1.43% | +94+0.6% | Added |
| West Branch Capital LLC | 15,943 | $2.70M | 1.30% | −207−1.3% | Reduced |
| Benin Management CORP | 15,885 | $2.69M | 0.86% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 15,851 | $2.68M | 0.07% | +1,237+8.5% | Added |
| Peddock Capital Advisors, LLC | 15,841 | $2.68M | 0.95% | +187+1.2% | Added |
| Auxier Asset Management | 15,837 | $2.68M | 0.45% | −270−1.7% | Reduced |
| Cohen Investment Advisors LLC | 15,767 | $2.67M | 2.04% | −60.0% | Reduced |
| Moloney Securities Asset Management, LLC | 15,762 | $2.67M | 0.48% | +226+1.5% | Added |
| Cheviot Value Management, LLC | 15,720 | $2.66M | 0.68% | +41+0.3% | Added |
| Pinkerton Retirement Specialists, LLC | 15,699 | $2.66M | 0.51% | +375+2.4% | Added |
| Oliver Luxxe Assets LLC | 15,681 | $2.65M | 0.73% | +901+6.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 17,045 | $2.65M | 0.16% | +5,012+41.7% | Added |