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 |
|---|---|---|---|---|---|
| Greatmark Investment Partners, Inc. | 5,095 | $862.0K | 0.16% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 5,077 | $859.0K | 0.41% | +5,077 | New |
| West Chester Capital Advisors, Inc | 5,057 | $855.0K | 0.66% | −473−8.6% | Reduced |
| S.E.E.D. Planning Group LLC | 5,051 | $854.0K | 0.40% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 5,043 | $853.0K | 0.26% | −134−2.6% | Reduced |
| Old National Bancorp | 5,033 | $852.0K | 0.03% | −1,247−19.9% | Reduced |
| Klingman & Associates, LLC | 5,032 | $851.0K | 0.08% | +72+1.5% | Added |
| Harbor Advisory Corp | 5,026 | $850.0K | 0.37% | +1,250+33.1% | Added |
| Beacon Financial Advisory LLC | 5,014 | $848.0K | 0.44% | +78+1.6% | Added |
| Fosun International Ltd | 4,910 | $848.0K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 5,004 | $846.0K | 0.34% | −140−2.7% | Reduced |
| Symmetry Investments LP | 5,000 | $846.0K | 0.20% | +5,000 | New |
| Tiemann Investment Advisors, LLC | 4,983 | $843.0K | 0.40% | −100−2.0% | Reduced |
| Bellecapital International Ltd. | 4,971 | $841.0K | 0.26% | +60+1.2% | Added |
| Orca Investment Management, LLC | 4,959 | $839.0K | 0.73% | −334−6.3% | Reduced |
| Gradient Capital Advisors, LLC | 4,959 | $839.0K | 0.38% | +25+0.5% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,962 | $839.0K | 0.22% | +1,076+27.7% | Added |
| Lehman & Derafelo Financial Resources LLC | 4,953 | $838.0K | 0.27% | −654−11.7% | Reduced |
| Cannon Financial Strategists, Inc. | 4,951 | $837.6K | 0.32% | +3,251+191.2% | Added |
| Fortem Financial Group, LLC | 4,936 | $835.0K | 0.42% | −170−3.3% | Reduced |
| LGL Partners, LLC | 4,936 | $835.0K | 0.51% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,922 | $832.7K | 0.24% | +170+3.6% | Added |
| Claraphi Advisory Network, LLC | 4,916 | $832.0K | 0.29% | −382−7.2% | Reduced |
| Cardan Capital Partners, LLC | 4,913 | $831.0K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,900 | $829.0K | 0.24% | +34+0.7% | Added |
| First Pacific Advisors, LP | 4,900 | $829.0K | 0.01% | +560+12.9% | Added |
| Gryphon Financial Partners LLC | 4,900 | $829.0K | 0.19% | +1,548+46.2% | Added |
| PAX Financial Group, LLC | 4,884 | $826.0K | 0.20% | −75−1.5% | Reduced |
| First National Bank of Hutchinson | 4,884 | $826.0K | 0.46% | +28+0.6% | Added |
| Pacific Center for Financial Services | 4,884 | $826.0K | 0.36% | +110+2.3% | Added |
| Woodard & Co Asset Management Group Inc | 4,880 | $826.0K | 0.51% | +4,880 | New |
| Morris Retirement Advisors, LLC | 4,877 | $825.0K | 0.70% | +181+3.9% | Added |
| Bennett Selby Investments LP | 4,859 | $822.0K | 0.54% | +14+0.3% | Added |
| Dash Acquisitions Inc. | 4,852 | $821.0K | 0.43% | +698+16.8% | Added |
| Cornerstone National Bank & Trust Co | 4,852 | $820.8K | 0.36% | +178+3.8% | Added |
| Patriot Investment Management Inc. | 4,844 | $819.0K | 0.07% | −240−4.7% | Reduced |
| Vigilant Capital Management, LLC | 4,823 | $816.0K | 0.07% | −353−6.8% | Reduced |
| Systematic Alpha Investments, LLC | 4,811 | $813.0K | 0.04% | +4,811 | New |
| RiverFront Investment Group, LLC | 4,800 | $812.0K | 0.03% | −42−0.9% | Reduced |
| Enlightenment Research, LLC | 4,800 | $812.0K | 0.99% | +4,800 | New |
| Vivaldi Capital Management, LLC | 4,792 | $811.0K | 0.18% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 4,779 | $808.0K | 0.42% | +11+0.2% | Added |
| Curated Wealth Partners LLC | 4,759 | $805.0K | 0.45% | −10.0% | Reduced |
| United Asset Strategies, Inc. | 4,746 | $803.0K | 0.10% | −1,544−24.5% | Reduced |
| Retirement Income Solutions, Inc | 4,730 | $800.0K | 0.27% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 4,724 | $799.0K | 0.26% | −106−2.2% | Reduced |
| South Street Advisors LLC | 4,710 | $797.0K | 0.15% | 00.0% | Unchanged |
| High Pointe Capital Management LLC | 4,705 | $796.0K | 0.63% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 4,706 | $796.0K | 0.43% | +125+2.7% | Added |
| Golden Green, Inc. | 4,695 | $794.0K | 0.62% | −596−11.3% | Reduced |
| Wealth Architects, LLC | 4,671 | $790.0K | 0.15% | +211+4.7% | Added |
| Mathes Company, Inc. | 4,650 | $787.0K | 0.29% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 4,644 | $786.0K | 0.26% | +1,102+31.1% | Added |
| Gabelli & Co Investment Advisers, Inc. | 4,632 | $784.0K | 0.09% | −25−0.5% | Reduced |
| Advus Financial Partners, LLC | 5,056 | $783.2K | 0.43% | +5,056 | New |
| MJP Associates Inc | 4,610 | $780.0K | 0.26% | +245+5.6% | Added |
| Insight Advisors, LLC | 4,577 | $779.0K | 0.23% | −159−3.4% | Reduced |
| MPS Loria Financial Planners, LLC | 4,609 | $779.0K | 0.36% | +4+0.1% | Added |
| Birinyi Associates Inc | 4,600 | $778.0K | 0.26% | −350−7.1% | Reduced |
| SP Asset Management | 4,575 | $776.0K | 0.08% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 4,582 | $775.0K | 0.57% | −203−4.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,569 | $773.0K | 0.22% | −400−8.0% | Reduced |
| Islay Capital Management, LLC | 4,567 | $773.0K | 0.59% | +158+3.6% | Added |
| Dorchester Wealth Management Co | 4,565 | $772.0K | 0.19% | −90−1.9% | Reduced |
| MEMBERS Trust Co | 4,465 | $771.0K | 0.02% | −70−1.5% | Reduced |
| Summit Financial, LLC | 4,557 | $770.9K | 0.07% | +1,063+30.4% | Added |
| Centric Wealth Management | 4,554 | $770.0K | 0.28% | +70+1.6% | Added |
| F/M Investments LLC | 4,544 | $769.0K | 0.55% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 4,542 | $768.0K | 0.48% | +85+1.9% | Added |
| Poehling Capital Management, LLC | 4,522 | $765.0K | 0.26% | −300−6.2% | Reduced |
| Hixon Zuercher, LLC | 4,518 | $764.0K | 0.45% | 00.0% | Unchanged |
| Diversified, LLC | 4,513 | $764.0K | 0.41% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3,441 | $762.0K | 0.55% | −3,882−53.0% | Reduced |
| Evolution Wealth Advisors, LLC | 4,504 | $762.0K | 0.16% | −1,074−19.3% | Reduced |
| Hall Kathryn A. | 4,504 | $762.0K | 0.23% | 00.0% | Unchanged |
| Affiance Financial, LLC | 4,489 | $759.0K | 0.33% | −255−5.4% | Reduced |
| Burt Wealth Advisors | 4,486 | $759.0K | 0.24% | −75−1.6% | Reduced |
| Marotta Asset Management | 4,483 | $758.3K | 0.18% | +114+2.6% | Added |
| Ironwood Financial, llc | 4,481 | $758.0K | 0.22% | +554+14.1% | Added |
| Barber Financial Group, Inc. | 4,439 | $751.0K | 0.10% | +657+17.4% | Added |
| Signet Financial Management, LLC | 4,442 | $751.0K | 0.13% | +4,442 | New |
| Parcion Private Wealth LLC | 4,246 | $749.0K | 0.07% | −24,172−85.1% | Reduced |
| Alps Advisors Inc | 4,429 | $749.0K | 0.01% | +2,470+126.1% | Added |
| Keeley-Teton Advisors, LLC | 4,423 | $748.0K | 0.08% | +4,423 | New |
| Foresight Wealth Management, LLC | 4,408 | $746.0K | 0.33% | −1,214−21.6% | Reduced |
| Northside Capital Management, LLC | 4,412 | $746.0K | 0.20% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 4,398 | $744.0K | 0.35% | −1,355−23.6% | Reduced |
| Caxton Corp | 4,397 | $744.0K | 0.60% | −3−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 4,394 | $743.0K | 0.13% | +474+12.1% | Added |
| Clean Yield Group | 4,359 | $737.0K | 0.26% | 00.0% | Unchanged |
| Reik & Co., LLC | 4,353 | $737.0K | 0.19% | 00.0% | Unchanged |
| Petix & Botte Co | 4,346 | $736.0K | 0.25% | +2,173+100.0% | Added |
| Verity Asset Management, Inc. | 4,346 | $735.0K | 0.48% | +233+5.7% | Added |
| Wellspring Financial Advisors, LLC | 4,315 | $730.0K | 0.22% | −5−0.1% | Reduced |
| Creative Financial Designs Inc | 4,306 | $729.0K | 0.12% | −184−4.1% | Reduced |
| Tacita Capital Inc | 4,310 | $729.0K | 0.45% | 00.0% | Unchanged |
| Garner Asset Management Corp | 4,310 | $729.0K | 0.34% | +60+1.4% | Added |
| 1776 Wealth LLC | 4,306 | $728.0K | 0.41% | −827−16.1% | Reduced |
| Wittenberg Investment Management, Inc. | 4,303 | $728.0K | 0.28% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,297 | $727.0K | 0.19% | −1,367−24.1% | Reduced |