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 |
|---|---|---|---|---|---|
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 8,222 | $1.39M | 0.56% | −5,853−41.6% | Reduced |
| Woodmont Investment Counsel LLC | 8,224 | $1.39M | 0.20% | +55+0.7% | Added |
| First Dallas Securities Inc. | 8,219 | $1.39M | 0.96% | −950−10.4% | Reduced |
| Cascadia Advisory Services, LLC | 8,202 | $1.39M | 0.28% | −130−1.6% | Reduced |
| Ballast, Inc. | 8,186 | $1.38M | 0.58% | +589+7.8% | Added |
| Kozak & Associates, Inc. | 8,735 | $1.38M | 0.82% | +8,735 | New |
| Annapolis Financial Services, LLC | 8,150 | $1.38M | 0.46% | +10+0.1% | Added |
| Larson Financial Group LLC | 8,125 | $1.38M | 0.27% | +175+2.2% | Added |
| Schulhoff & Co Inc | 8,126 | $1.37M | 0.62% | +85+1.1% | Added |
| Capital Wealth Alliance, LLC | 7,790 | $1.37M | 0.84% | +198+2.6% | Added |
| Congress Park Capital LLC | 8,109 | $1.37M | 0.70% | −249−3.0% | Reduced |
| JBJ Investment Partners, LLC | 8,099 | $1.37M | 0.28% | 00.0% | Unchanged |
| Corsicana & Co. | 8,083 | $1.37M | 0.87% | +185+2.3% | Added |
| TRUE Private Wealth Advisors | 8,055 | $1.36M | 0.20% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 8,043 | $1.36M | 0.47% | −8,262−50.7% | Reduced |
| Independence Bank of Kentucky | 8,045 | $1.36M | 0.59% | +68+0.9% | Added |
| Apriem Advisors | 8,030 | $1.36M | 0.19% | +461+6.1% | Added |
| Chicago Capital, LLC | 8,023 | $1.36M | 0.05% | +28+0.4% | Added |
| Providence Wealth Advisors, LLC | 7,733 | $1.35M | 0.94% | +50+0.7% | Added |
| Accredited Investors Inc. | 7,998 | $1.35M | 0.15% | −97−1.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,981 | $1.35M | 0.07% | −259−3.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 7,960 | $1.35M | 0.01% | −29−0.4% | Reduced |
| Simplex Trading, LLC | 7,585 | $1.34M | 0.05% | +730+10.6% | Added |
| 9258 Wealth Management, LLC | 7,927 | $1.34M | 0.36% | +722+10.0% | Added |
| Westfield Capital Management Co LP | 7,921 | $1.34M | 0.01% | −10−0.1% | Reduced |
| Adviser Investments LLC | 7,920 | $1.34M | 0.10% | +24+0.3% | Added |
| BCJ Capital Management, LLC | 7,890 | $1.33M | 0.14% | −538−6.4% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,893 | $1.33M | 0.46% | +65+0.8% | Added |
| Matrix Private Capital Group LLC | 7,892 | $1.33M | 0.70% | +438+5.9% | Added |
| Insight Wealth Strategies, LLC | 7,887 | $1.33M | 0.19% | +441+5.9% | Added |
| Arthur M. Cohen & Associates, LLC | 7,858 | $1.33M | 0.27% | +10+0.1% | Added |
| Foundations Investment Advisors, LLC | 7,607 | $1.33M | 0.06% | +204+2.8% | Added |
| Lake Street Financial LLC | 7,837 | $1.33M | 0.33% | +259+3.4% | Added |
| Koss-Olinger Consulting, LLC | 7,820 | $1.32M | 0.22% | −8,067−50.8% | Reduced |
| AllGen Financial Advisors, Inc. | 7,811 | $1.32M | 1.08% | −76,586−90.7% | Reduced |
| Roosevelt Investment Group LLC | 7,803 | $1.32M | 0.08% | −7−0.1% | Reduced |
| Integrated Investment Consultants, LLC | 7,799 | $1.32M | 0.39% | +70+0.9% | Added |
| Weaver Consulting Group | 7,786 | $1.32M | 0.72% | +84+1.1% | Added |
| Stone Run Capital, LLC | 7,759 | $1.31M | 0.45% | −6,502−45.6% | Reduced |
| First PREMIER Bank | 7,729 | $1.31M | 0.37% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 7,701 | $1.30M | 0.53% | +458+6.3% | Added |
| Merrion Investment Management Co, LLC | 7,697 | $1.30M | 0.99% | +136+1.8% | Added |
| Resource Management, LLC | 7,697 | $1.30M | 0.15% | +536+7.5% | Added |
| Alaethes Wealth LLC | 7,688 | $1.30M | 0.95% | +113+1.5% | Added |
| Bordeaux Wealth Advisors LLC | 7,681 | $1.30M | 0.74% | +400+5.5% | Added |
| Intact Investment Management Inc. | 7,600 | $1.28M | 0.04% | +1,300+20.6% | Added |
| 55I, LLC | 7,564 | $1.28M | 0.04% | +3,449+83.8% | Added |
| WealthTrust Axiom LLC | 7,561 | $1.28M | 0.43% | 00.0% | Unchanged |
| FLC Capital Advisors | 7,556 | $1.28M | 0.38% | +81+1.1% | Added |
| TrinityPoint Wealth, LLC | 7,552 | $1.28M | 0.24% | +1,776+30.7% | Added |
| Fiduciary Planning LLC | 7,540 | $1.28M | 0.68% | −415−5.2% | Reduced |
| Clare Market Investments LLC | 7,540 | $1.28M | 0.38% | +2,001+36.1% | Added |
| Atticus Wealth Management, LLC | 7,537 | $1.27M | 0.56% | −854−10.2% | Reduced |
| BCK Capital Management LP | 7,537 | $1.27M | 0.76% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 7,533 | $1.27M | 0.65% | −8−0.1% | Reduced |
| Saybrook Capital | 7,506 | $1.27M | 0.35% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 7,510 | $1.27M | 0.58% | +43+0.6% | Added |
| Arnhold LLC | 7,464 | $1.26M | 0.15% | 00.0% | Unchanged |
| Excalibur Management Corp | 7,442 | $1.26M | 0.55% | −35−0.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 7,444 | $1.26M | 0.40% | +602+8.8% | Added |
| William Blair Investment Management, LLC | 7,436 | $1.26M | 0.00% | −333−4.3% | Reduced |
| RMB Capital Management, LLC | 7,423 | $1.26M | 0.04% | +132+1.8% | Added |
| Sterling Investment Advisors, Ltd. | 7,421 | $1.25M | 0.37% | +100+1.4% | Added |
| Evanson Asset Management, LLC | 7,204 | $1.25M | 0.13% | +515+7.7% | Added |
| Dohj, LLC | 7,404 | $1.25M | 0.59% | +703+10.5% | Added |
| Citizens & Northern Corp | 7,363 | $1.25M | 0.48% | −239−3.1% | Reduced |
| Sunflower Bank, N.A. | 7,338 | $1.24M | 0.18% | −201−2.7% | Reduced |
| Lakeview Capital Partners, LLC | 7,328 | $1.24M | 0.57% | −1,363−15.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 7,330 | $1.24M | 0.32% | +75+1.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 7,301 | $1.24M | 0.46% | −145−1.9% | Reduced |
| Octavia Wealth Advisors, LLC | 7,295 | $1.24M | 0.32% | +152+2.1% | Added |
| Chelsea Counsel Co | 7,297 | $1.23M | 0.56% | −100−1.4% | Reduced |
| Bray Capital Advisors | 7,282 | $1.23M | 0.32% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 7,271 | $1.23M | 0.80% | −380−5.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 7,264 | $1.23M | 0.11% | −44−0.6% | Reduced |
| Private Portfolio Partners LLC | 7,259 | $1.23M | 0.35% | +215+3.1% | Added |
| Onyx Bridge Wealth Group LLC | 7,177 | $1.23M | 0.46% | +1,067+17.5% | Added |
| Herold Advisors, Inc. | 7,246 | $1.23M | 0.48% | +7,246 | New |
| Calton & Associates, Inc. | 7,215 | $1.22M | 0.27% | −1,785−19.8% | Reduced |
| MONECO Advisors, LLC | 7,197 | $1.22M | 0.48% | +2,202+44.1% | Added |
| Berkeley Capital Partners, LLC | 7,177 | $1.21M | 0.56% | −5−0.1% | Reduced |
| Proffitt & Goodson Inc | 7,144 | $1.21M | 0.22% | −9−0.1% | Reduced |
| PBMares Wealth Management LLC | 7,141 | $1.21M | 0.58% | −111−1.5% | Reduced |
| Crew Capital Management, Ltd. | 7,142 | $1.21M | 1.12% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,136 | $1.21M | 0.13% | +108+1.5% | Added |
| Allen Investment Management LLC | 7,130 | $1.21M | 0.02% | +2,905+68.8% | Added |
| Legacy Bridge, LLC | 7,121 | $1.21M | 0.69% | +75+1.1% | Added |
| Menard Financial Group LLC | 7,103 | $1.20M | 1.05% | +747+11.8% | Added |
| CMT Capital Markets Trading GmbH | 6,944 | $1.20M | 0.45% | −113,008−94.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,087 | $1.20M | 1.00% | +14+0.2% | Added |
| Soltis Investment Advisors LLC | 7,085 | $1.20M | 0.19% | +182+2.6% | Added |
| Financial Partners Capital Management LLC | 7,086 | $1.20M | 0.22% | −207−2.8% | Reduced |
| Aspen Investment Management Inc | 7,079 | $1.20M | 0.63% | +150+2.2% | Added |
| Smith Chas P & Associates Pa Cpas | 7,080 | $1.20M | 0.09% | +304+4.5% | Added |
| SNS Financial Group, LLC | 7,073 | $1.20M | 0.15% | −451−6.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,069 | $1.20M | 0.35% | +461+7.0% | Added |
| LifeSteps Financial, Inc. | 7,041 | $1.19M | 0.91% | −9−0.1% | Reduced |
| AdvisorShares Investments LLC | 7,041 | $1.19M | 0.19% | +256+3.8% | Added |
| Landaas & Co | 7,035 | $1.19M | 0.68% | 00.0% | Unchanged |
| Grace Capital | 6,947 | $1.19M | 0.73% | +1,293+22.9% | Added |