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 |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 9,884 | $1.67M | 0.27% | −3,066−23.7% | Reduced |
| Capital One Financial Corp | 9,856 | $1.67M | 0.21% | −679−6.4% | Reduced |
| Tiedemann Advisors, LLC | 9,824 | $1.66M | 0.09% | −1,348−12.1% | Reduced |
| Benedetti & Gucer, Inc. | 9,808 | $1.66M | 1.26% | −245−2.4% | Reduced |
| Monterey Private Wealth, Inc. | 9,503 | $1.66M | 0.93% | +77+0.8% | Added |
| Engine No. 1 LLC | 9,799 | $1.66M | 0.43% | +3,999+68.9% | Added |
| Beacon Financial Group | 9,507 | $1.64M | 0.23% | +419+4.6% | Added |
| Liberty Wealth Management LLC | 9,655 | $1.64M | 0.59% | +1,623+20.2% | Added |
| BNC Wealth Management, LLC | 9,693 | $1.64M | 0.97% | +371+4.0% | Added |
| Focus Financial Network, Inc. | 9,692 | $1.64M | 0.22% | +51+0.5% | Added |
| Holderness Investments Co | 9,674 | $1.64M | 0.54% | +40.0% | Added |
| Van Hulzen Asset Management, LLC | 9,646 | $1.63M | 0.24% | +89+0.9% | Added |
| Joseph P. Lucia & Associates, LLC | 9,621 | $1.63M | 0.96% | +14+0.1% | Added |
| Global Financial Private Client, LLC | 9,190 | $1.62M | 0.83% | +793+9.4% | Added |
| SFMG, LLC | 9,522 | $1.61M | 0.18% | −90−0.9% | Reduced |
| Mayflower Financial Advisors, LLC | 9,391 | $1.61M | 0.22% | +256+2.8% | Added |
| McKinley Carter Wealth Services, Inc. | 9,499 | $1.61M | 0.13% | +143+1.5% | Added |
| Mitchell Sinkler & Starr | 9,487 | $1.60M | 1.45% | −28−0.3% | Reduced |
| Southeast Asset Advisors Inc. | 9,489 | $1.60M | 0.26% | +14+0.1% | Added |
| Financial Architects, Inc | 9,460 | $1.60M | 0.23% | −493−5.0% | Reduced |
| United Bank | 9,455 | $1.60M | 1.01% | +215+2.3% | Added |
| Old Point Trust & Financial Services N A | 9,440 | $1.60M | 0.71% | −267−2.8% | Reduced |
| Executive Wealth Management, LLC | 9,425 | $1.59M | 0.18% | +118+1.3% | Added |
| Virtue Capital Management, LLC | 9,405 | $1.59M | 0.28% | −101−1.1% | Reduced |
| Twin Lakes Capital Management, LLC | 9,407 | $1.59M | 0.93% | +703+8.1% | Added |
| RFG Advisory, LLC | 9,386 | $1.59M | 0.13% | +198+2.2% | Added |
| Wealth Alliance | 9,337 | $1.58M | 0.35% | +151+1.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 9,328 | $1.58M | 1.26% | −170−1.8% | Reduced |
| Armstrong Henry H Associates Inc | 9,315 | $1.58M | 0.18% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 9,286 | $1.57M | 0.26% | −102−1.1% | Reduced |
| Meridian Financial Partners LLC | 9,081 | $1.57M | 1.05% | +127+1.4% | Added |
| Manchester Capital Management LLC | 9,285 | $1.57M | 0.22% | +817+9.6% | Added |
| King Wealth | 9,242 | $1.56M | 0.32% | −84−0.9% | Reduced |
| Hamel Associates, Inc. | 9,217 | $1.56M | 0.61% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 9,208 | $1.56M | 0.51% | −1,264−12.1% | Reduced |
| Ascent Wealth Partners, LLC | 9,199 | $1.56M | 0.30% | +211+2.3% | Added |
| Bulltick Wealth Management, LLC | 9,186 | $1.55M | 0.36% | +1,231+15.5% | Added |
| Stockman Wealth Management, Inc. | 9,177 | $1.55M | 0.35% | +113+1.2% | Added |
| Visionary Wealth Advisors | 9,140 | $1.55M | 0.16% | −1,316−12.6% | Reduced |
| KG&L Capital Management,LLC | 9,134 | $1.54M | 0.68% | +1,524+20.0% | Added |
| AlphaStar Capital Management, LLC | 9,009 | $1.54M | 0.11% | +5,001+124.8% | Added |
| Balentine LLC | 9,082 | $1.54M | 0.06% | +4,424+95.0% | Added |
| Capital Financial Planning, LLC | 9,062 | $1.53M | 0.57% | −461−4.8% | Reduced |
| Prostatis Group LLC | 9,043 | $1.53M | 0.91% | +652+7.8% | Added |
| Barbara Oil Co. | 9,000 | $1.52M | 0.71% | 00.0% | Unchanged |
| Colony Capital, Inc. | 9,000 | $1.52M | 0.15% | +9,000 | New |
| Chatham Capital Group, Inc. | 8,998 | $1.52M | 0.29% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 8,990 | $1.52M | 0.24% | +503+5.9% | Added |
| Financial Advisory Service, Inc. | 8,993 | $1.52M | 0.14% | +696+8.4% | Added |
| Zuckerman Investment Group, LLC | 8,989 | $1.52M | 0.25% | +1,070+13.5% | Added |
| Wright Investors Service Inc | 8,986 | $1.52M | 0.43% | −1,905−17.5% | Reduced |
| Salvus Wealth Management, LLC | 8,986 | $1.52M | 1.24% | +483+5.7% | Added |
| Qtron Investments LLC | 8,949 | $1.51M | 0.41% | −1,800−16.7% | Reduced |
| Harvey Capital Management Inc | 8,946 | $1.51M | 0.52% | −150−1.6% | Reduced |
| David Loasby | 8,926 | $1.51M | 0.19% | −344−3.7% | Reduced |
| US Asset Management LLC | 8,923 | $1.51M | 1.46% | +8,923 | New |
| Check Capital Management Inc | 8,903 | $1.51M | 0.13% | −5,800−39.4% | Reduced |
| Pflug Koory, LLC | 8,889 | $1.50M | 0.82% | +10+0.1% | Added |
| Bridge Advisory, LLC | 8,819 | $1.49M | 0.73% | −146−1.6% | Reduced |
| Bramshill Investments, LLC | 8,815 | $1.49M | 0.13% | +42+0.5% | Added |
| Aureus Asset Management, LLC | 8,797 | $1.49M | 0.10% | +161+1.9% | Added |
| Aberdeen Wealth Management LLC | 8,779 | $1.49M | 1.44% | −200−2.2% | Reduced |
| Dearborn Partners LLC | 8,777 | $1.49M | 0.06% | −174−1.9% | Reduced |
| Aries Wealth Management | 8,781 | $1.49M | 0.63% | +160+1.9% | Added |
| Almanack Investment Partners, LLC. | 8,778 | $1.49M | 0.13% | +527+6.4% | Added |
| Jarislowsky, Fraser Ltd | 8,766 | $1.48M | 0.01% | −735−7.7% | Reduced |
| Formidable Asset Management, LLC | 8,721 | $1.48M | 0.28% | −2,923−25.1% | Reduced |
| Chesapeake Wealth Management | 8,706 | $1.47M | 0.53% | +1,239+16.6% | Added |
| Trust Investment Advisors | 8,695 | $1.47M | 1.32% | +83+1.0% | Added |
| Cavalier Investments, LLC | 8,687 | $1.47M | 0.46% | −194−2.2% | Reduced |
| Rocky Mountain Advisers, LLC | 8,679 | $1.47M | 1.79% | +8,378+2,783.4% | Added |
| Royal Harbor Partners, LLC | 8,667 | $1.47M | 1.04% | +40+0.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,650 | $1.46M | 0.78% | −250−2.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 8,636 | $1.46M | 0.36% | −25−0.3% | Reduced |
| Element Pointe Advisors, LLC | 8,622 | $1.46M | 0.49% | −1,763−17.0% | Reduced |
| Parisi Gray Wealth Management | 8,259 | $1.45M | 0.60% | −15−0.2% | Reduced |
| Wolf Group Capital Advisors | 8,566 | $1.45M | 0.79% | −72−0.8% | Reduced |
| Archford Capital Strategies, LLC | 8,551 | $1.45M | 0.34% | +110+1.3% | Added |
| Highland Private Wealth Management | 8,529 | $1.44M | 0.20% | +25+0.3% | Added |
| ZWJ Investment Counsel Inc | 8,507 | $1.44M | 0.08% | −1,680−16.5% | Reduced |
| Boothbay Fund Management, LLC | 8,493 | $1.44M | 0.06% | −1,390−14.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 8,481 | $1.44M | 0.15% | +602+7.6% | Added |
| Absher Wealth Management, LLC | 8,465 | $1.43M | 0.26% | −843−9.1% | Reduced |
| BIT Capital GmbH | 8,447 | $1.43M | 0.08% | +8,447 | New |
| Landsberg, Bennett, & Dubbaneh LLC | 8,107 | $1.43M | 0.18% | −1,464−15.3% | Reduced |
| Gradient Investments LLC | 8,423 | $1.43M | 0.04% | +384+4.8% | Added |
| White Pine Capital LLC | 8,420 | $1.42M | 0.44% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 8,102 | $1.42M | 2.12% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 9,405 | $1.42M | 0.09% | −8−0.1% | Reduced |
| Sierra Capital LLC | 8,382 | $1.42M | 0.24% | 00.0% | Unchanged |
| Gleason Group, Inc. | 8,379 | $1.42M | 0.51% | +887+11.8% | Added |
| Edgestream Partners, L.P. | 8,338 | $1.41M | 0.09% | +8,338 | New |
| Seelaus Asset Management LLC | 8,318 | $1.41M | 0.82% | +50+0.6% | Added |
| Andesa Financial Management Inc. | 8,307 | $1.40M | 0.76% | −7,044−45.9% | Reduced |
| Fiera Capital Corp | 8,293 | $1.40M | 0.00% | −4,800−36.7% | Reduced |
| Great Diamond Partners, LLC | 8,289 | $1.40M | 0.38% | +1,459+21.4% | Added |
| Michael B. Yongue | 8,288 | $1.40M | 1.03% | +1,972+31.2% | Added |
| Engineers Gate Manager LP | 8,278 | $1.40M | 0.08% | +6,498+365.1% | Added |
| blooom, inc. | 8,255 | $1.40M | 1.16% | −261−3.1% | Reduced |
| Capital Management Associates | 8,242 | $1.39M | 1.37% | +750+10.0% | Added |