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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 4,300 | $727.0K | 0.46% | −34−0.8% | Reduced |
| Heron Bay Capital Management | 4,294 | $726.0K | 0.37% | 00.0% | Unchanged |
| Derby & Company, Inc | 4,291 | $726.0K | 0.15% | +96+2.3% | Added |
| Aufman Associates Inc | 4,282 | $724.0K | 0.60% | −151−3.4% | Reduced |
| First National Corp | 4,280 | $724.0K | 0.16% | +619+16.9% | Added |
| Relyea Zuckerberg Hanson LLC | 4,270 | $722.0K | 0.28% | +361+9.2% | Added |
| Bruni J V & Co | 4,254 | $720.0K | 0.09% | −54−1.3% | Reduced |
| Triton Wealth Management, PLLC | 4,231 | $719.0K | 0.34% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 4,242 | $718.0K | 0.43% | −924−17.9% | Reduced |
| Source Financial Advisors LLC | 4,245 | $718.0K | 0.19% | +22+0.5% | Added |
| Robertson Stephens Wealth Management, LLC | 4,243 | $717.0K | 0.08% | −1,128−21.0% | Reduced |
| Apexium Financial, LP | 4,218 | $714.0K | 0.41% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 4,223 | $714.0K | 0.08% | +20+0.5% | Added |
| HMS Capital Management, LLC | 4,215 | $713.0K | 0.34% | −364−7.9% | Reduced |
| First Citizens Financial Corp | 4,192 | $709.0K | 0.57% | −150−3.5% | Reduced |
| Sage Mountain Advisors LLC | 4,193 | $709.0K | 0.10% | +72+1.7% | Added |
| American State Bank (Iowa) | 4,180 | $707.1K | 0.55% | +20+0.5% | Added |
| Bingham Osborn & Scarborough LLC | 4,177 | $707.0K | 0.05% | +472+12.7% | Added |
| CFO4Life Group, LLC | 4,181 | $707.0K | 0.16% | +796+23.5% | Added |
| First Affirmative Financial Network | 4,180 | $707.0K | 0.73% | +4,180 | New |
| SkyOak Wealth, LLC | 4,173 | $706.0K | 0.19% | −10−0.2% | Reduced |
| Ssi Investment Management LLC | 4,169 | $706.0K | 0.04% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 4,151 | $702.0K | 0.13% | +107+2.6% | Added |
| Allegheny Financial Group LTD | 4,145 | $701.0K | 0.32% | −29−0.7% | Reduced |
| Crescent Capital Consulting, LLC | 4,145 | $701.0K | 0.13% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 4,141 | $701.0K | 0.42% | 00.0% | Unchanged |
| MBA Advisors LLC | 4,137 | $700.0K | 0.52% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 6,268 | $699.0K | 0.80% | +1,353+27.5% | Added |
| Cutter & CO Brokerage, Inc. | 4,123 | $697.0K | 0.17% | −186−4.3% | Reduced |
| Manchester Financial Inc | 4,108 | $695.0K | 0.27% | −5−0.1% | Reduced |
| Sunbelt Securities, Inc. | 3,857 | $692.0K | 0.12% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,091 | $692.0K | 0.17% | +196+5.0% | Added |
| Segment Wealth Management, LLC | 4,053 | $686.0K | 0.08% | −503−11.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 4,048 | $685.0K | 0.41% | −35−0.9% | Reduced |
| Greenhouse Wealth Management, LLC | 4,015 | $679.0K | 0.64% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 4,016 | $679.0K | 0.39% | +4,016 | New |
| Professional Advisory Services Inc | 4,000 | $677.0K | 0.10% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 3,996 | $676.0K | 0.36% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 3,994 | $676.0K | 0.03% | +3,994 | New |
| Sutton Wealth Advisors Inc. | 3,992 | $675.3K | 0.25% | +19+0.5% | Added |
| Vectors Research Management, LLC | 3,978 | $673.0K | 0.16% | 00.0% | Unchanged |
| HNP Capital LLC | 3,978 | $673.0K | 0.17% | 00.0% | Unchanged |
| TFC Financial Management | 3,980 | $673.0K | 0.22% | +120+3.1% | Added |
| Fortress Wealth Group, LLC | 3,976 | $673.0K | 0.58% | +226+6.0% | Added |
| Financial Partners Group, Inc | 3,963 | $670.0K | 0.16% | +25+0.6% | Added |
| Childress Capital Advisors, LLC | 3,964 | $670.0K | 0.27% | +302+8.2% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,959 | $670.0K | 0.24% | +473+13.6% | Added |
| Charter Oak Capital Management, LLC | 3,947 | $668.0K | 0.08% | +111+2.9% | Added |
| Wealth Dimensions Group, Ltd. | 3,938 | $666.0K | 0.43% | +363+10.2% | Added |
| Aurora Private Wealth, Inc. | 3,925 | $664.0K | 0.27% | +81+2.1% | Added |
| Probity Advisors, Inc. | 3,919 | $663.0K | 0.14% | +311+8.6% | Added |
| Sargent Investment Group, LLC | 3,893 | $659.0K | 0.16% | −17−0.4% | Reduced |
| Mosaic Family Wealth, LLC | 3,898 | $659.0K | 0.18% | −10.0% | Reduced |
| Burleson & Company, LLC | 3,896 | $659.0K | 0.10% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,898 | $659.0K | 0.06% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,894 | $659.0K | 0.25% | +49+1.3% | Added |
| Winfield Associates, Inc. | 3,895 | $659.0K | 0.24% | +100+2.6% | Added |
| BT Wealth Management LLC | 3,895 | $659.0K | 0.20% | +2,000+105.5% | Added |
| Thornburg Investment Management Inc | 3,891 | $658.0K | 0.01% | −389,444−99.0% | Reduced |
| Signature Wealth Management Partners, LLC | 3,887 | $658.0K | 0.60% | −275−6.6% | Reduced |
| Palisade Asset Management, LLC | 3,892 | $658.0K | 0.08% | 00.0% | Unchanged |
| Cordant, Inc. | 3,885 | $657.0K | 0.40% | +4+0.1% | Added |
| Garde Capital, Inc. | 3,873 | $655.0K | 0.07% | +1,251+47.7% | Added |
| Diversified Portfolios, Inc. | 3,863 | $654.0K | 0.18% | −1,089−22.0% | Reduced |
| BCS Wealth Management | 3,854 | $652.0K | 0.28% | −89−2.3% | Reduced |
| HHM Wealth Advisors, LLC | 3,854 | $652.0K | 0.18% | +21+0.5% | Added |
| Greenwich Wealth Management LLC | 3,846 | $651.0K | 0.05% | +1,382+56.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 3,839 | $649.0K | 0.36% | −250−6.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 3,839 | $649.0K | 0.30% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,827 | $647.4K | 0.38% | −15−0.4% | Reduced |
| Outlook Wealth Advisors, LLC | 3,822 | $647.0K | 0.21% | +2,275+147.1% | Added |
| Bickling Financial Services, Inc. | 3,803 | $643.0K | 0.33% | −255−6.3% | Reduced |
| Profit Investment Management, LLC | 3,803 | $643.0K | 0.45% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,800 | $643.0K | 0.03% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,799 | $643.0K | 0.23% | 00.0% | Unchanged |
| McRae Capital Management Inc | 3,795 | $642.0K | 0.14% | −200−5.0% | Reduced |
| Canvas Wealth Advisors, LLC | 3,781 | $640.0K | 0.26% | +18+0.5% | Added |
| Private Ocean, LLC | 3,776 | $639.0K | 0.08% | −133−3.4% | Reduced |
| Northwest Capital Management Inc | 3,773 | $639.0K | 0.33% | +357+10.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 3,769 | $638.0K | 0.01% | +3,769 | New |
| Sonata Capital Group Inc | 3,760 | $636.0K | 0.29% | +500+15.3% | Added |
| Portland Global Advisors LLC | 3,754 | $635.0K | 0.12% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 3,751 | $635.0K | 0.14% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 3,748 | $634.0K | 0.15% | −3−0.1% | Reduced |
| Decatur Capital Management, Inc. | 3,742 | $633.0K | 0.42% | −4,391−54.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,736 | $632.0K | 0.41% | −4,312−53.6% | Reduced |
| First Bank & Trust | 3,729 | $630.0K | 0.29% | +6+0.2% | Added |
| Keudell/Morrison Wealth Management | 3,720 | $629.0K | 0.27% | −37−1.0% | Reduced |
| First National Bank | 3,711 | $628.0K | 0.60% | +3,711 | New |
| Israel Discount Bank of New York | 3,714 | $628.0K | 0.42% | +3,714 | New |
| New Jersey Better Educational Savings Trust | 3,706 | $627.0K | 1.24% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 3,681 | $623.0K | 0.26% | +68+1.9% | Added |
| Truvestments Capital LLC | 3,685 | $623.0K | 0.34% | +82+2.3% | Added |
| Regis Management CO LLC | 3,683 | $623.0K | 0.11% | +244+7.1% | Added |
| Boyd Watterson Asset Management LLC | 3,679 | $622.0K | 0.23% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 3,675 | $622.0K | 0.32% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,667 | $620.0K | 0.09% | −58−1.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,664 | $620.0K | 0.30% | +8+0.2% | Added |
| Darwin Advisors, LLC | 3,660 | $619.0K | 0.10% | −782−17.6% | Reduced |
| Optas, LLC | 3,643 | $617.0K | 0.18% | −114−3.0% | Reduced |