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 |
|---|---|---|---|---|---|
| Rosenbaum Jay D. | 7,023 | $1.19M | 1.98% | +5+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 7,010 | $1.19M | 0.14% | −88−1.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,988 | $1.18M | 0.26% | +181+2.7% | Added |
| HGK Asset Management Inc | 6,970 | $1.18M | 0.39% | −60−0.9% | Reduced |
| Bridgeworth, LLC | 6,952 | $1.18M | 0.33% | −44−0.6% | Reduced |
| PRW Wealth Management LLC | 6,948 | $1.18M | 0.59% | −11,527−62.4% | Reduced |
| Vista Investment Management | 6,926 | $1.17M | 0.69% | −69−1.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 6,915 | $1.17M | 0.65% | +3,480+101.3% | Added |
| First Command Bank | 6,890 | $1.17M | 0.20% | +1,107+19.1% | Added |
| First Command Financial Services, Inc. | 6,890 | $1.17M | 0.20% | +1,107+19.1% | Added |
| Crescent Grove Advisors, LLC | 6,871 | $1.16M | 0.12% | −15−0.2% | Reduced |
| BerganKDV Wealth Management, LLC | 6,867 | $1.16M | 0.13% | +171+2.6% | Added |
| Acorn Financial Advisory Services Inc | 6,871 | $1.16M | 0.36% | +2,881+72.2% | Added |
| Dumont & Blake Investment Advisors LLC | 6,863 | $1.16M | 0.33% | −55−0.8% | Reduced |
| TLWM | 6,888 | $1.16M | 0.44% | +360+5.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 6,856 | $1.16M | 0.39% | −225−3.2% | Reduced |
| QP Wealth Management, LLC | 6,845 | $1.16M | 1.24% | −209−3.0% | Reduced |
| Benedict Financial Advisors Inc | 6,834 | $1.16M | 0.32% | −411−5.7% | Reduced |
| FOCUS Wealth Advisors, LLC | 6,816 | $1.15M | 0.78% | +430+6.7% | Added |
| DeDora Capital, Inc. | 6,806 | $1.15M | 0.50% | −100−1.4% | Reduced |
| Investors Financial Group, LLC | 6,800 | $1.15M | 0.61% | +220+3.3% | Added |
| Signet Investment Advisory Group, Inc. | 6,762 | $1.14M | 0.72% | +496+7.9% | Added |
| WP Advisors, LLC | 6,735 | $1.14M | 0.47% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 6,733 | $1.14M | 0.32% | +98+1.5% | Added |
| Sheets Smith Wealth Management | 6,729 | $1.14M | 0.15% | −100−1.5% | Reduced |
| Minot Wealth Management LLC | 6,692 | $1.13M | 0.24% | −485−6.8% | Reduced |
| Hardy Reed LLC | 6,679 | $1.13M | 0.20% | −216−3.1% | Reduced |
| Wambolt & Associates, LLC | 6,420 | $1.13M | 0.45% | +6+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,672 | $1.13M | 0.03% | −10,259−60.6% | Reduced |
| Lumature Wealth Partners, LLC | 6,665 | $1.13M | 0.46% | +454+7.3% | Added |
| Clear Creek Financial Management, LLC | 6,634 | $1.12M | 0.18% | +78+1.2% | Added |
| Samalin Investment Counsel, LLC | 6,610 | $1.12M | 0.73% | +127+2.0% | Added |
| Legacy Capital Partners, Inc. | 6,594 | $1.12M | 0.40% | −135−2.0% | Reduced |
| LVW Advisors, LLC | 6,593 | $1.11M | 0.19% | −414−5.9% | Reduced |
| Vanguard Capital Wealth Advisors | 6,588 | $1.11M | 0.85% | +2,550+63.2% | Added |
| BCGM Wealth Management, LLC | 6,583 | $1.11M | 0.62% | +612+10.2% | Added |
| Laird Norton Trust Company, LLC | 6,575 | $1.11M | 0.11% | +760+13.1% | Added |
| Sun Life Financial INC | 6,561 | $1.11M | 0.06% | +1,540+30.7% | Added |
| West Paces Advisors Inc. | 6,541 | $1.11M | 0.39% | +336+5.4% | Added |
| Veracity Capital LLC | 6,540 | $1.11M | 0.48% | −13,923−68.0% | Reduced |
| Phocas Financial Corp. | 6,537 | $1.11M | 0.14% | +10.0% | Added |
| Doliver Advisors, LP | 6,521 | $1.10M | 0.37% | +891+15.8% | Added |
| Hemington Wealth Management | 6,517 | $1.10M | 0.41% | −393−5.7% | Reduced |
| Pure Financial Advisors, Inc. | 6,510 | $1.10M | 0.08% | −407−5.9% | Reduced |
| WNY Asset Management, LLC | 6,519 | $1.10M | 0.38% | +921+16.5% | Added |
| Capital Markets Trading UK LLP | 6,372 | $1.10M | 0.86% | +6,372 | New |
| Avenir Corp | 6,490 | $1.10M | 0.09% | +1,428+28.2% | Added |
| Renasant Bank | 6,475 | $1.09M | 0.87% | −681−9.5% | Reduced |
| Avestar Capital, LLC | 6,470 | $1.09M | 0.21% | −77−1.2% | Reduced |
| Echo Street Capital Management LLC | 6,459 | $1.09M | 0.01% | +6,459 | New |
| Delphi Management Inc | 6,449 | $1.09M | 1.12% | −92−1.4% | Reduced |
| Golden State Equity Partners | 6,448 | $1.09M | 0.45% | +4,892+314.4% | Added |
| Fieldpoint Private Securities, LLC | 6,421 | $1.09M | 0.24% | −25−0.4% | Reduced |
| Hexagon Capital Partners LLC | 6,406 | $1.08M | 0.31% | −74−1.1% | Reduced |
| Capital Wealth Planning, LLC | 6,400 | $1.08M | 0.03% | −2,048−24.2% | Reduced |
| Telemetry Investments, L.L.C. | 6,400 | $1.08M | 1.48% | −850−11.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 6,400 | $1.08M | 0.41% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 6,399 | $1.08M | 0.53% | +812+14.5% | Added |
| Greystone Financial Group, LLC | 6,398 | $1.08M | 0.32% | −1,028−13.8% | Reduced |
| James Hambro & Partners | 6,397 | $1.08M | 0.08% | +182+2.9% | Added |
| Addison Advisors LLC | 6,392 | $1.08M | 0.87% | −290−4.3% | Reduced |
| Connecticut Wealth Management, LLC | 6,392 | $1.08M | 0.09% | +599+10.3% | Added |
| Monte Financial Group, LLC | 6,361 | $1.08M | 0.62% | −59−0.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,351 | $1.07M | 0.54% | −81−1.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 6,332 | $1.07M | 0.30% | +48+0.8% | Added |
| Two Sigma Securities, LLC | 6,318 | $1.07M | 0.22% | +4,588+265.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 6,302 | $1.07M | 0.66% | +35+0.6% | Added |
| Cottage Street Advisors LLC | 6,296 | $1.06M | 0.72% | +158+2.6% | Added |
| Abner Herrman & Brock LLC | 6,282 | $1.06M | 0.15% | −120−1.9% | Reduced |
| Intellectus Partners, LLC | 6,259 | $1.06M | 0.26% | −559−8.2% | Reduced |
| American Financial Advisors, LLC | 6,261 | $1.06M | 0.14% | −153−2.4% | Reduced |
| Argent Advisors, Inc. | 6,262 | $1.06M | 0.61% | +138+2.3% | Added |
| Strong Tower Advisory Services | 6,119 | $1.06M | 0.62% | +6,119 | New |
| Boit C F David | 6,000 | $1.06M | 0.72% | +600+11.1% | Added |
| Hoese & Co LLP | 6,239 | $1.05M | 1.14% | −235−3.6% | Reduced |
| PDS Planning, Inc | 6,228 | $1.05M | 0.24% | +502+8.8% | Added |
| Clarity Wealth Advisors, LLC | 6,227 | $1.05M | 0.52% | −209−3.2% | Reduced |
| Warren Averett Asset Management, LLC | 6,473 | $1.05M | 0.09% | +2,562+65.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,194 | $1.05M | 0.47% | −11−0.2% | Reduced |
| Opal Wealth Advisors, LLC | 6,182 | $1.05M | 1.01% | +1,117+22.1% | Added |
| S. R. Schill & Associates | 6,173 | $1.04M | 0.45% | +1,662+36.8% | Added |
| Tradewinds Capital Management, LLC | 6,145 | $1.04M | 0.18% | −50−0.8% | Reduced |
| Plancorp, LLC | 6,141 | $1.04M | 0.07% | +839+15.8% | Added |
| Mizuho Securities Co. Ltd. | 6,131 | $1.04M | 0.30% | −10,341−62.8% | Reduced |
| Chicago Partners Investment Group LLC | 6,391 | $1.04M | 0.07% | −346−5.1% | Reduced |
| Monetary Management Group Inc | 6,125 | $1.04M | 0.28% | +1,375+28.9% | Added |
| Keystone Wealth Partners | 6,108 | $1.03M | 0.57% | +1,221+25.0% | Added |
| Foster & Motley Inc | 6,106 | $1.03M | 0.09% | −56−0.9% | Reduced |
| Crumly & Associates Inc. | 6,095 | $1.03M | 0.48% | −168−2.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 6,093 | $1.03M | 0.02% | −67−1.1% | Reduced |
| Fca Corp | 7,249 | $1.03M | 0.31% | −100−1.4% | Reduced |
| Keebeck Wealth Management, LLC | 6,064 | $1.03M | 0.20% | −59−1.0% | Reduced |
| MCF Advisors LLC | 6,040 | $1.02M | 0.10% | +170+2.9% | Added |
| FinTrust Capital Advisors, LLC | 6,037 | $1.02M | 0.27% | −81−1.3% | Reduced |
| Harvey Investment Co LLC | 6,032 | $1.02M | 0.13% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 6,006 | $1.02M | 0.27% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,004 | $1.02M | 0.64% | +192+3.3% | Added |
| Regents of the University of California | 6,000 | $1.01M | 0.12% | 00.0% | Unchanged |
| Shay Capital LLC | 6,000 | $1.01M | 0.32% | +4,427+281.4% | Added |
| Tobam | 5,991 | $1.01M | 0.04% | −217−3.5% | Reduced |