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 |
|---|---|---|---|---|---|
| Windsor Group LTD | 13,187 | $2.32M | 0.49% | +332+2.6% | Added |
| Black Swift Group, LLC | 13,706 | $2.32M | 1.05% | −10,434−43.2% | Reduced |
| New England Asset Management Inc | 13,686 | $2.31M | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 13,685 | $2.31M | 0.24% | +865+6.7% | Added |
| Summit Place Financial Advisors, LLC | 13,666 | $2.31M | 1.69% | +1,590+13.2% | Added |
| Loveless Wealth Management LLC | 13,657 | $2.31M | 1.41% | +50+0.4% | Added |
| Avidian Wealth Solutions, LLC | 13,651 | $2.31M | 0.18% | +3,599+35.8% | Added |
| Tandem Capital Management Corp | 13,635 | $2.31M | 1.45% | −32−0.2% | Reduced |
| Laffer Tengler Investments | 13,635 | $2.31M | 0.67% | +4,232+45.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 13,633 | $2.31M | 1.97% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 13,614 | $2.30M | 0.47% | +1,281+10.4% | Added |
| Orion Portfolio Solutions, LLC | 13,605 | $2.30M | 0.08% | −1,053−7.2% | Reduced |
| Stableford Capital II LLC | 13,182 | $2.30M | 1.17% | −5,244−28.5% | Reduced |
| EagleClaw Capital Managment, LLC | 13,543 | $2.29M | 0.59% | +1,152+9.3% | Added |
| Adirondack Trust Co | 13,531 | $2.29M | 1.09% | −41−0.3% | Reduced |
| Bogart Wealth, LLC | 13,472 | $2.28M | 0.23% | +2,507+22.9% | Added |
| Mizuho Securities USA LLC | 13,453 | $2.28M | 0.23% | +266+2.0% | Added |
| Sittner & Nelson, LLC | 13,410 | $2.27M | 1.47% | −1,953−12.7% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 13,404 | $2.27M | 0.26% | −174−1.3% | Reduced |
| Sandhill Capital Partners LLC | 13,399 | $2.27M | 0.18% | +244+1.9% | Added |
| Wealthsource Partners, LLC | 13,388 | $2.27M | 0.20% | −986−6.9% | Reduced |
| Xcel Wealth Management, LLC | 13,336 | $2.26M | 0.65% | +2,420+22.2% | Added |
| Stratos Wealth Advisors, LLC | 13,323 | $2.25M | 0.19% | −1,796−11.9% | Reduced |
| Cypress Capital Group | 13,321 | $2.25M | 0.31% | −500−3.6% | Reduced |
| J. W. Coons Advisors, LLC | 13,296 | $2.25M | 0.77% | −466−3.4% | Reduced |
| Arabesque Asset Management Ltd | 13,315 | $2.25M | 0.75% | +13,315 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,308 | $2.25M | 0.74% | +964+7.8% | Added |
| Fernwood Investment Management, LLC | 13,300 | $2.25M | 0.77% | +507+4.0% | Added |
| Norway Savings Bank | 13,246 | $2.24M | 1.06% | +137+1.0% | Added |
| Kempen Capital Management N.V. | 13,229 | $2.24M | 0.08% | −6,613−33.3% | Reduced |
| Friess Associates LLC | 13,232 | $2.24M | 0.94% | +2,047+18.3% | Added |
| Trellus Management Company, LLC | 13,200 | $2.23M | 2.00% | 00.0% | Unchanged |
| J. Goldman & Co LP | 13,195 | $2.23M | 0.20% | +13,195 | New |
| St. Johns Investment Management Company, LLC | 13,187 | $2.23M | 1.23% | −633−4.6% | Reduced |
| AdvisorNet Financial, Inc | 13,114 | $2.22M | 0.15% | −4,636−26.1% | Reduced |
| Hanson & Doremus Investment Management | 13,089 | $2.21M | 0.51% | +1,387+11.9% | Added |
| TD Private Client Wealth LLC | 13,053 | $2.21M | 0.09% | −491−3.6% | Reduced |
| Little House Capital LLC | 13,045 | $2.21M | 1.29% | −2,009−13.3% | Reduced |
| JFS Wealth Advisors, LLC | 13,048 | $2.21M | 0.23% | +1,223+10.3% | Added |
| Winthrop Advisory Group LLC | 13,028 | $2.20M | 0.49% | −184−1.4% | Reduced |
| 180 Wealth Advisors, LLC | 12,377 | $2.18M | 0.48% | +447+3.7% | Added |
| Rockland Trust Co | 12,905 | $2.18M | 0.15% | +161+1.3% | Added |
| Bank of Stockton | 12,888 | $2.18M | 0.67% | −509−3.8% | Reduced |
| Hudson Canyon Capital Management | 12,800 | $2.17M | 1.67% | +750+6.2% | Added |
| NVWM, LLC | 12,798 | $2.17M | 0.78% | −6,008−31.9% | Reduced |
| Assetmark, Inc | 12,780 | $2.16M | 0.01% | +704+5.8% | Added |
| New England Research & Management, Inc. | 12,765 | $2.16M | 1.13% | +2,310+22.1% | Added |
| Compton Wealth Advisory Group, LLC | 12,754 | $2.16M | 1.01% | −300−2.3% | Reduced |
| Aull & Monroe Investment Management Corp | 12,753 | $2.16M | 1.06% | −175−1.4% | Reduced |
| Dean Investment Associates, LLC | 12,727 | $2.15M | 0.41% | −740−5.5% | Reduced |
| Blue Square Asset Management, LLC | 12,729 | $2.15M | 1.35% | +237+1.9% | Added |
| Capstone Triton Financial Group, LLC | 12,504 | $2.15M | 1.30% | −144−1.1% | Reduced |
| New Potomac Partners, LLC | 12,710 | $2.15M | 1.48% | −50.0% | Reduced |
| Invst, LLC | 12,671 | $2.14M | 0.34% | +1,107+9.6% | Added |
| Moseley Investment Management Inc | 12,157 | $2.14M | 1.07% | +208+1.7% | Added |
| Costello Asset Management, INC | 12,646 | $2.14M | 1.37% | −427−3.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 12,593 | $2.13M | 0.12% | +1,976+18.6% | Added |
| Modus Advisors, LLC | 12,586 | $2.13M | 0.92% | +270+2.2% | Added |
| Cim Investment Mangement Inc | 12,548 | $2.12M | 0.67% | −76−0.6% | Reduced |
| Angeles Investment Advisors, LLC | 12,532 | $2.12M | 0.12% | +3,481+38.5% | Added |
| Cary Street Partners Asset Management LLC | 12,523 | $2.12M | 0.75% | −199−1.6% | Reduced |
| LexAurum Advisors, LLC | 12,516 | $2.12M | 0.63% | +153+1.2% | Added |
| United Bank | 12,507 | $2.12M | 0.28% | −128−1.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 12,500 | $2.12M | 0.31% | +12,500 | New |
| Berman Capital Advisors, LLC | 12,492 | $2.11M | 0.33% | +1,677+15.5% | Added |
| Lester Murray Antman dba SimplyRich | 12,410 | $2.10M | 0.76% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 12,368 | $2.09M | 1.35% | +36+0.3% | Added |
| Cypress Capital Management LLC | 11,875 | $2.09M | 0.28% | 00.0% | Unchanged |
| F3Logic, LLC | 11,942 | $2.08M | 0.27% | −3,398−22.2% | Reduced |
| Richard P Slaughter Associates Inc | 12,309 | $2.08M | 0.83% | +478+4.0% | Added |
| Bar Harbor Trust Services | 12,254 | $2.07M | 0.65% | +612+5.3% | Added |
| Smith Anglin Financial, LLC | 12,227 | $2.07M | 0.40% | −230−1.8% | Reduced |
| Essex Savings Bank | 11,388 | $2.06M | 0.75% | +275+2.5% | Added |
| Venturi Wealth Management, LLC | 12,189 | $2.06M | 0.17% | +8,226+207.6% | Added |
| Ashton Thomas Private Wealth, LLC | 12,156 | $2.06M | 0.30% | +1,660+15.8% | Added |
| Edge Capital Group, LLC | 12,152 | $2.06M | 0.16% | −124−1.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,139 | $2.05M | 0.12% | +1,270+11.7% | Added |
| Burke & Herbert Bank & Trust Co | 12,103 | $2.05M | 1.32% | +95+0.8% | Added |
| Ledyard National Bank | 12,091 | $2.04M | 0.21% | −522−4.1% | Reduced |
| Hoertkorn Richard Charles | 12,085 | $2.04M | 0.92% | +50+0.4% | Added |
| Quattro Financial Advisors LLC | 11,959 | $2.04M | 0.54% | −175−1.4% | Reduced |
| HawsGoodwin Investment Management LLC | 12,004 | $2.03M | 0.62% | +103+0.9% | Added |
| Pinnacle Holdings, LLC | 11,983 | $2.03M | 0.89% | −367−3.0% | Reduced |
| Fortis Capital Management LLC | 11,973 | $2.02M | 1.18% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 11,956 | $2.02M | 1.56% | +115+1.0% | Added |
| Prudent Man Advisors, LLC | 11,955 | $2.02M | 0.76% | −39−0.3% | Reduced |
| Johnson Financial Group, Inc. | 11,938 | $2.02M | 0.14% | −357−2.9% | Reduced |
| Pallas Capital Advisors LLC | 11,869 | $2.02M | 0.22% | +3,365+39.6% | Added |
| First United Bank Trust | 11,929 | $2.02M | 0.82% | +106+0.9% | Added |
| LBMC Investment Advisors, LLC | 998 | $2.02M | 0.19% | −10,858−91.6% | Reduced |
| Taylor Hoffman Wealth Management | 11,376 | $2.00M | 0.86% | −15−0.1% | Reduced |
| Atlas Capital Advisors LLC | 11,818 | $2.00M | 0.32% | −600−4.8% | Reduced |
| Intrua Financial, LLC | 11,737 | $1.99M | 0.37% | +118+1.0% | Added |
| Biltmore Family Office, LLC | 11,766 | $1.99M | 0.48% | +3,848+48.6% | Added |
| Symmetry Partners, LLC | 11,389 | $1.99M | 0.13% | −264−2.3% | Reduced |
| Argus Investors' Counsel, Inc. | 11,748 | $1.99M | 1.30% | −11,102−48.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 11,486 | $1.98M | 0.05% | +9,703+544.2% | Added |
| Cooper Financial Group | 11,715 | $1.98M | 0.41% | −73−0.6% | Reduced |
| Prestige Wealth Management Group LLC | 11,676 | $1.98M | 0.51% | +1,166+11.1% | Added |
| Coldstream Capital Management Inc | 15,891 | $1.97M | 0.10% | −678−4.1% | Reduced |