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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Studio Investment Management LLC | 11,646 | $1.97M | 0.85% | +11,646 | New |
| Acropolis Investment Management, LLC | 11,709 | $1.96M | 0.23% | +290+2.5% | Added |
| Delta Capital Management LLC | 11,565 | $1.96M | 1.22% | −15−0.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 11,526 | $1.95M | 0.15% | +1,670+16.9% | Added |
| Leisure Capital Management | 11,514 | $1.95M | 1.05% | +245+2.2% | Added |
| Omnia Family Wealth, LLC | 11,510 | $1.95M | 1.34% | −60−0.5% | Reduced |
| TFG Advisers LLC | 11,486 | $1.94M | 0.94% | +128+1.1% | Added |
| Atlas Private Wealth Management | 11,479 | $1.94M | 1.19% | −498−4.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 11,461 | $1.94M | 1.40% | +1,597+16.2% | Added |
| Founders Financial Securities LLC | 11,433 | $1.93M | 0.39% | −139−1.2% | Reduced |
| Quadrature Capital Ltd | 11,396 | $1.93M | 0.07% | −43,656−79.3% | Reduced |
| Perennial Investment Advisors, LLC | 11,348 | $1.92M | 0.68% | −955−7.8% | Reduced |
| Nikulski Financial, Inc. | 11,360 | $1.92M | 0.89% | +346+3.1% | Added |
| Sterneck Capital Management, LLC | 11,348 | $1.92M | 1.22% | +152+1.4% | Added |
| Forte Capital LLC | 11,339 | $1.92M | 0.26% | +71+0.6% | Added |
| Clear Harbor Asset Management, LLC | 11,317 | $1.91M | 0.23% | +673+6.3% | Added |
| CoreFirst Bank & Trust | 11,308 | $1.91M | 1.33% | +429+3.9% | Added |
| Platform Technology Partners | 11,305 | $1.91M | 0.87% | −107−0.9% | Reduced |
| Icon Wealth Partners, LLC | 11,303 | $1.91M | 0.20% | +30+0.3% | Added |
| Northeast Financial Group, Inc. | 11,293 | $1.91M | 1.23% | +2,244+24.8% | Added |
| ARGI Investment Services, LLC | 11,279 | $1.91M | 0.06% | +2,240+24.8% | Added |
| Prudential PLC | 11,272 | $1.91M | 0.03% | −176,628−94.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 11,200 | $1.90M | 0.44% | −142−1.3% | Reduced |
| WT Wealth Management | 11,197 | $1.89M | 0.73% | +1,131+11.2% | Added |
| Oak Asset Management, LLC | 11,057 | $1.89M | 0.79% | −953−7.9% | Reduced |
| RSM US Wealth Management LLC | 11,183 | $1.89M | 0.10% | +432+4.0% | Added |
| Connolly Sarah T. | 11,181 | $1.89M | 1.56% | +62+0.6% | Added |
| Main Street Financial Solutions, LLC | 11,123 | $1.88M | 0.29% | +631+6.0% | Added |
| LSV Asset Management | 11,100 | $1.88M | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 11,086 | $1.88M | 0.79% | +295+2.7% | Added |
| Peoples Financial Services Corp. | 11,066 | $1.87M | 0.79% | +180+1.7% | Added |
| Investment Partners, Ltd. | 11,054 | $1.87M | 0.85% | −108−1.0% | Reduced |
| Twinbeech Capital LP | 11,056 | $1.87M | 0.13% | +11,056 | New |
| Alliance Wealth Advisors, LLC | 11,047 | $1.87M | 1.66% | −43−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 11,047 | $1.87M | 0.44% | +195+1.8% | Added |
| Dixon Hubard Feinour & Brown Inc | 11,037 | $1.87M | 0.40% | −122−1.1% | Reduced |
| Advisor Resource Council | 11,026 | $1.86M | 0.57% | −6,083−35.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 11,026 | $1.86M | 0.41% | +480+4.6% | Added |
| Caas Capital Management LP | 11,015 | $1.86M | 0.14% | −11,603−51.3% | Reduced |
| Sovarnum Capital L.P. | 11,000 | $1.86M | 1.76% | −7,000−38.9% | Reduced |
| Grimes & Company, Inc. | 11,001 | $1.86M | 0.08% | −456−4.0% | Reduced |
| Golden State Wealth Management, LLC | 10,982 | $1.86M | 0.40% | −75−0.7% | Reduced |
| Cypress Wealth Services, LLC | 10,952 | $1.85M | 0.55% | −266−2.4% | Reduced |
| Corrado Advisors, LLC | 10,940 | $1.85M | 1.15% | −95−0.9% | Reduced |
| Buffington Mohr McNeal | 10,902 | $1.84M | 0.35% | +620+6.0% | Added |
| Hilltop Holdings Inc. | 10,886 | $1.84M | 0.20% | +562+5.4% | Added |
| Indiana Trust & Investment Management CO | 10,839 | $1.83M | 0.92% | −108−1.0% | Reduced |
| Financial Management Network Inc | 10,563 | $1.83M | 0.93% | +321+3.1% | Added |
| Certified Advisory Corp | 10,805 | $1.83M | 0.44% | +1,477+15.8% | Added |
| Waterfront Wealth Inc. | 10,797 | $1.83M | 0.88% | −50−0.5% | Reduced |
| Caliber Wealth Management, LLC | 10,667 | $1.83M | 1.29% | +537+5.3% | Added |
| Colonial River Wealth Management, LLC | 10,667 | $1.83M | 1.29% | +5,944+125.9% | Added |
| Balasa Dinverno & Foltz LLC | 10,783 | $1.82M | 0.13% | −503−4.5% | Reduced |
| Nicolet Bankshares Inc | 10,747 | $1.82M | 0.47% | −87−0.8% | Reduced |
| InTrack Investment Management Inc | 10,675 | $1.82M | 1.32% | +5,158+93.5% | Added |
| Tempus Wealth Planning, LLC | 10,692 | $1.81M | 1.02% | +656+6.5% | Added |
| Legacy Wealth Management, LLC | 10,683 | $1.81M | 0.97% | +30.0% | Added |
| Verdence Capital Advisors LLC | 10,679 | $1.81M | 0.24% | −692−6.1% | Reduced |
| Archer Investment Corp | 10,670 | $1.81M | 0.68% | −7−0.1% | Reduced |
| WESCAP Management Group, Inc. | 10,570 | $1.79M | 0.52% | −60−0.6% | Reduced |
| IMA Wealth, Inc. | 10,562 | $1.79M | 0.42% | +704+7.1% | Added |
| Garrison Point Advisors, LLC | 10,538 | $1.78M | 1.30% | +9+0.1% | Added |
| Sippican Capital Advisors | 10,496 | $1.78M | 1.54% | 00.0% | Unchanged |
| Claro Advisors LLC | 10,495 | $1.77M | 0.75% | +178+1.7% | Added |
| StoneX Group Inc. | 10,488 | $1.77M | 0.26% | +1,097+11.7% | Added |
| Successful Portfolios LLC | 10,462 | $1.77M | 1.06% | +33+0.3% | Added |
| Clear Perspective Advisors, LLC | 10,450 | $1.77M | 0.60% | −607−5.5% | Reduced |
| Sawtooth Solutions, LLC | 10,454 | $1.77M | 0.27% | +1,145+12.3% | Added |
| Old Port Advisors | 10,069 | $1.77M | 0.64% | −238−2.3% | Reduced |
| Vigilare Wealth Management | 10,437 | $1.77M | 1.09% | −1,307−11.1% | Reduced |
| Baldwin Brothers Inc | 10,426 | $1.76M | 0.20% | −10−0.1% | Reduced |
| Doheny Asset Management | 10,423 | $1.76M | 1.26% | −1,700−14.0% | Reduced |
| Trustcore Financial Services, LLC | 10,417 | $1.76M | 0.17% | −224−2.1% | Reduced |
| Hodges Capital Management Inc. | 10,391 | $1.76M | 0.13% | −800−7.1% | Reduced |
| IVC Wealth Advisors LLC | 10,385 | $1.76M | 1.21% | +316+3.1% | Added |
| Outfitter Financial LLC | 10,380 | $1.76M | 1.38% | −10−0.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,303 | $1.74M | 0.19% | −378−3.5% | Reduced |
| Enterprise Financial Services Corp | 10,254 | $1.74M | 0.22% | +6,067+144.9% | Added |
| Piscataqua Savings Bank | 10,253 | $1.73M | 1.50% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 10,214 | $1.73M | 1.06% | +251+2.5% | Added |
| Hallmark Capital Management Inc | 10,206 | $1.73M | 0.15% | −500−4.7% | Reduced |
| Alta Wealth Advisors LLC | 10,210 | $1.73M | 1.25% | +37+0.4% | Added |
| Zions Bancorporation, N.A. | 10,206 | $1.73M | 0.18% | +741+7.8% | Added |
| Dimension Capital Management LLC | 10,180 | $1.72M | 0.36% | −452−4.3% | Reduced |
| Oxbow Advisors, LLC | 10,162 | $1.72M | 0.17% | −416−3.9% | Reduced |
| Cowen Prime Advisors LLC | 10,160 | $1.72M | 0.64% | +10,160 | New |
| Hendley & Co Inc | 10,130 | $1.71M | 0.60% | −235−2.3% | Reduced |
| Zevenbergen Capital Investments LLC | 10,124 | $1.71M | 0.03% | −565−5.3% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 10,120 | $1.71M | 1.00% | +7,300+258.9% | Added |
| Bank Ozk | 10,093 | $1.71M | 0.77% | +300+3.1% | Added |
| Boston Financial Mangement LLC | 10,093 | $1.71M | 0.07% | +1,733+20.7% | Added |
| Baldwin Investment Management, LLC | 10,061 | $1.70M | 0.30% | +65+0.7% | Added |
| Family Legacy, Inc. | 9,612 | $1.70M | 0.76% | +984+11.4% | Added |
| Mattern Wealth Management LLC | 10,003 | $1.69M | 0.57% | +42+0.4% | Added |
| TriaGen Wealth Management LLC | 10,003 | $1.69M | 0.92% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 9,950 | $1.68M | 0.96% | +1,621+19.5% | Added |
| Abacus Planning Group, Inc. | 9,950 | $1.68M | 0.54% | −225−2.2% | Reduced |
| Coastal Bridge Advisors, LLC | 9,942 | $1.68M | 0.39% | +79+0.8% | Added |
| Modera Wealth Management, LLC | 9,937 | $1.68M | 0.09% | +350+3.7% | Added |
| AIA Group Ltd | 9,936 | $1.68M | 0.09% | +2,146+27.5% | Added |