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 |
|---|---|---|---|---|---|
| First Commonwealth Financial Corp | 5,982 | $1.01M | 0.36% | −379−6.0% | Reduced |
| Spears Abacus Advisors LLC | 5,977 | $1.01M | 0.07% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5,975 | $1.01M | 0.32% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 5,946 | $1.01M | 0.77% | −90−1.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,947 | $1.01M | 0.31% | +453+8.2% | Added |
| Gray Wealth Management Inc. | 5,931 | $1.00M | 0.56% | −490−7.6% | Reduced |
| Chilton Investment Co LLC | 5,926 | $1.00M | 0.02% | −230−3.7% | Reduced |
| Derbend Asset Management | 5,908 | $999.0K | 0.94% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 5,903 | $999.0K | 0.14% | +1,716+41.0% | Added |
| Thompson Investment Management, Inc. | 5,901 | $998.0K | 0.15% | −27−0.5% | Reduced |
| DF Dent & Co Inc | 5,895 | $997.0K | 0.01% | +104+1.8% | Added |
| IFG Advisors, LLC | 5,888 | $996.0K | 0.46% | +19+0.3% | Added |
| Strategic Investment Advisors | 5,889 | $996.0K | 0.22% | +5,889 | New |
| Barton Investment Management | 5,879 | $995.0K | 0.08% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,859 | $991.0K | 0.06% | −176−2.9% | Reduced |
| Global Strategic Investment Solutions, LLC | 5,854 | $990.0K | 0.17% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 5,849 | $989.0K | 0.65% | −4,857−45.4% | Reduced |
| Maple Capital Management, Inc. | 5,839 | $988.0K | 0.13% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 5,837 | $987.0K | 0.62% | −40−0.7% | Reduced |
| Ayalon Holdings Ltd. | 5,590 | $984.0K | 0.35% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 5,810 | $982.9K | 0.64% | −5,155−47.0% | Reduced |
| Wilkins Investment Counsel Inc | 5,800 | $981.0K | 0.24% | 00.0% | Unchanged |
| Granger Management LLC | 5,606 | $979.0K | 0.17% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 5,783 | $978.0K | 0.32% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 5,772 | $976.0K | 0.43% | −466−7.5% | Reduced |
| Tarbox Family Office, Inc. | 5,757 | $974.0K | 0.18% | −1,043−15.3% | Reduced |
| CMG Global Holdings, LLC | 5,757 | $974.0K | 0.73% | −550−8.7% | Reduced |
| First National Bank of South Miami | 5,753 | $973.0K | 0.65% | +120+2.1% | Added |
| Peachtree Investment Partners, LLC | 5,732 | $970.0K | 0.47% | −197−3.3% | Reduced |
| Cape Ann Savings Bank | 5,736 | $970.0K | 0.63% | +99+1.8% | Added |
| Ridgecrest Wealth Partners, LLC | 5,731 | $969.0K | 0.53% | +194+3.5% | Added |
| Orrstown Financial Services Inc | 5,717 | $967.0K | 1.53% | −443−7.2% | Reduced |
| Linscomb & Williams, Inc. | 5,713 | $966.0K | 0.05% | −454−7.4% | Reduced |
| Green Harvest Asset Management LLC | 5,316 | $966.0K | 0.15% | +207+4.1% | Added |
| Center for Financial Planning, Inc. | 5,698 | $964.0K | 0.23% | 00.0% | Unchanged |
| Peterson Wealth Management | 5,674 | $960.0K | 0.74% | −294−4.9% | Reduced |
| Summit Trail Advisors, LLC | 5,647 | $955.0K | 0.07% | −166−2.9% | Reduced |
| Cardinal Strategic Wealth Guidance | 5,646 | $955.0K | 0.50% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 5,642 | $954.0K | 0.72% | +1,150+25.6% | Added |
| One Capital Management, LLC | 5,611 | $949.0K | 0.08% | +2,331+71.1% | Added |
| Paradigm Financial Advisors, LLC | 5,596 | $947.0K | 0.22% | +346+6.6% | Added |
| DT Investment Partners, LLC | 5,586 | $945.0K | 0.13% | +5,586 | New |
| Accretive Wealth Partners, LLC | 5,579 | $944.0K | 0.67% | +13+0.2% | Added |
| Summit Financial Strategies, Inc. | 5,575 | $943.0K | 0.20% | +102+1.9% | Added |
| Altus Wealth Group LLC | 5,568 | $942.0K | 0.94% | +681+13.9% | Added |
| TCI Wealth Advisors, Inc. | 5,554 | $940.0K | 0.15% | −389−6.5% | Reduced |
| O'Dell Group, LLC | 5,558 | $940.0K | 0.30% | −13−0.2% | Reduced |
| Sigma Investment Counselors Inc | 5,555 | $940.0K | 0.07% | +87+1.6% | Added |
| PFG Advisors | 5,547 | $938.0K | 0.11% | +370+7.1% | Added |
| Simon Quick Advisors, LLC | 5,543 | $937.0K | 0.24% | +2,021+57.4% | Added |
| Baystate Wealth Management LLC | 5,533 | $936.0K | 0.09% | −279−4.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,527 | $935.0K | 0.40% | +98+1.8% | Added |
| GYL Financial Synergies, LLC | 5,526 | $935.0K | 0.48% | +414+8.1% | Added |
| First Heartland Consultants, Inc. | 5,520 | $934.0K | 0.14% | −546−9.0% | Reduced |
| Wealth Management Partners, LLC | 5,524 | $934.0K | 0.69% | −93−1.7% | Reduced |
| Latitude Advisors, LLC | 5,512 | $932.0K | 0.30% | +2,740+98.8% | Added |
| Ulysses Management LLC | 5,500 | $930.0K | 0.16% | −3,500−38.9% | Reduced |
| S. Muoio & Co. LLC | 5,500 | $930.0K | 0.78% | −1,000−15.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,497 | $930.0K | 0.81% | +5,497 | New |
| Maven Securities LTD | 5,473 | $926.0K | 0.11% | +1,931+54.5% | Added |
| TSFG, LLC | 5,467 | $925.0K | 0.36% | +155+2.9% | Added |
| MTM Investment Management, LLC | 5,461 | $924.0K | 0.50% | +35+0.6% | Added |
| Wealthquest Corp | 5,458 | $923.0K | 0.16% | −97−1.7% | Reduced |
| Corrigan Financial, Inc. | 5,438 | $920.0K | 0.28% | +905+20.0% | Added |
| Capital City Trust Co | 5,432 | $919.0K | 0.29% | −220−3.9% | Reduced |
| Financial Perspectives, Inc | 5,394 | $912.5K | 0.46% | −17−0.3% | Reduced |
| Paragon Capital Management Ltd | 5,379 | $910.0K | 0.16% | 00.0% | Unchanged |
| Close Asset Management Ltd | 5,368 | $908.0K | 0.04% | +50+0.9% | Added |
| LCM Capital Management Inc | 5,363 | $907.0K | 0.77% | −16−0.3% | Reduced |
| Neumann Capital Management, LLC | 5,364 | $907.0K | 0.41% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 5,336 | $903.0K | 0.44% | −232−4.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,335 | $903.0K | 0.00% | +324+6.5% | Added |
| KC Investment Advisors, LLC | 5,321 | $900.0K | 0.72% | −12−0.2% | Reduced |
| Premier Asset Management LLC | 5,320 | $900.0K | 0.12% | +215+4.2% | Added |
| Foster Group, Inc. | 5,303 | $897.0K | 0.09% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,288 | $895.0K | 0.01% | +948+21.8% | Added |
| Acorn Wealth Advisors, LLC | 5,283 | $894.0K | 0.63% | +50+1.0% | Added |
| Ellis Investment Partners, LLC | 5,281 | $893.0K | 0.23% | +235+4.7% | Added |
| Auxano Advisors, LLC | 5,281 | $893.0K | 0.40% | +300+6.0% | Added |
| Capital Advisors Wealth Management, LLC | 5,269 | $891.0K | 0.32% | +540+11.4% | Added |
| First Personal Financial Services | 5,262 | $890.0K | 0.22% | −152−2.8% | Reduced |
| Old North State Trust, LLC | 5,260 | $890.0K | 0.79% | +77+1.5% | Added |
| Oxford Financial Group Ltd | 5,255 | $889.0K | 0.11% | −4,719−47.3% | Reduced |
| Eclectic Associates Inc | 5,233 | $885.0K | 0.65% | +2,173+71.0% | Added |
| Columbia Trust Co 01012016 | 5,223 | $884.0K | 0.47% | +92+1.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,222 | $883.0K | 0.01% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 5,157 | $881.0K | 0.01% | −9,129−63.9% | Reduced |
| McLean Asset Management Corp | 5,121 | $881.0K | 0.34% | +126+2.5% | Added |
| Pinnacle Bancorp, Inc. | 5,199 | $880.0K | 0.35% | −301−5.5% | Reduced |
| Platte River Wealth Advisors, LLC | 5,196 | $879.0K | 0.33% | +120+2.4% | Added |
| Tectonic Advisors LLC | 5,199 | $879.0K | 0.17% | +441+9.3% | Added |
| Evermay Wealth Management LLC | 5,192 | $878.0K | 0.17% | −548−9.5% | Reduced |
| KCS Wealth Advisory | 5,184 | $877.0K | 0.41% | −30−0.6% | Reduced |
| Wealth Quarterback LLC | 12,258 | $876.0K | 0.58% | +6,756+122.8% | Added |
| Reitz Capital Advisors LLC | 5,172 | $875.0K | 0.66% | −130−2.5% | Reduced |
| RMR Wealth Builders | 5,167 | $874.0K | 0.26% | +307+6.3% | Added |
| Swaine & Leidel Wealth Services, LLC | 5,171 | $874.0K | 0.77% | +5,171 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,144 | $870.0K | 0.26% | +27+0.5% | Added |
| Valmark Advisers, Inc. | 5,105 | $864.0K | 0.02% | +349+7.3% | Added |
| Blueprint Investment Partners LLC | 5,104 | $863.0K | 0.43% | +3,540+226.3% | Added |