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 |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 3,633 | $615.0K | 0.29% | +91+2.6% | Added |
| Wolff Wiese Magana LLC | 3,635 | $615.0K | 0.43% | +416+12.9% | Added |
| Round Table Services, LLC | 3,604 | $610.0K | 0.13% | +258+7.7% | Added |
| Tompkins Financial Corp | 3,607 | $610.0K | 0.11% | +3,607 | New |
| ETF Managers Group, LLC | 3,525 | $609.0K | 0.01% | +269+8.3% | Added |
| Flaharty Asset Management, LLC | 3,587 | $607.0K | 0.13% | +19+0.5% | Added |
| Covenant Multifamily Offices, LLC | 3,475 | $607.0K | 0.11% | +525+17.8% | Added |
| WSFS Capital Management, LLC | 3,585 | $606.0K | 0.27% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 3,580 | $606.0K | 0.08% | +15+0.4% | Added |
| qPULA Trading Management LP | 3,574 | $605.0K | 0.95% | +3,574 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 3,562 | $603.0K | 0.19% | −350−8.9% | Reduced |
| Prentiss Smith & Co Inc | 3,565 | $603.0K | 0.31% | −20−0.6% | Reduced |
| Camden National Bank | 3,551 | $601.0K | 0.12% | −183−4.9% | Reduced |
| Asset Management Corp | 3,550 | $601.0K | 0.38% | +273+8.3% | Added |
| Lavaca Capital LLC | 3,549 | $600.0K | 0.30% | −50−1.4% | Reduced |
| Sloy Dahl & Holst, LLC | 3,546 | $600.0K | 0.13% | +440+14.2% | Added |
| Gillespie Robinson & Grimm Inc | 3,541 | $599.0K | 0.05% | +576+19.4% | Added |
| Strategic Blueprint, LLC | 3,543 | $599.0K | 0.09% | +1,049+42.1% | Added |
| Cutler Group LP | 3,541 | $599.0K | 0.05% | +1,841+108.3% | Added |
| Riverbridge Partners LLC | 3,525 | $596.0K | 0.01% | −35−1.0% | Reduced |
| Towercrest Capital Management | 3,522 | $596.0K | 0.11% | +902+34.4% | Added |
| Affinity Capital Advisors, LLC | 3,518 | $595.0K | 0.20% | −606−14.7% | Reduced |
| Rosenberg Matthew Hamilton | 3,519 | $595.0K | 0.24% | +124+3.7% | Added |
| Waddell & Associates, LLC | 3,502 | $592.0K | 0.10% | −25−0.7% | Reduced |
| HFR Wealth Management, LLC | 3,500 | $592.0K | 0.17% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,500 | $592.0K | 0.16% | +894+34.3% | Added |
| Convergence Investment Partners, LLC | 3,495 | $591.0K | 0.32% | −639−15.5% | Reduced |
| Austin Private Wealth, LLC | 3,492 | $591.0K | 0.13% | +48+1.4% | Added |
| Rede Wealth, LLC | 3,496 | $591.0K | 0.31% | +297+9.3% | Added |
| QVR LLC | 3,489 | $590.0K | 1.21% | +2,947+543.7% | Added |
| Rafferty Asset Management, LLC | 3,466 | $586.0K | 0.00% | −728−17.4% | Reduced |
| Advisory Resource Group | 3,464 | $586.0K | 0.22% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 3,455 | $584.0K | 0.33% | +10.0% | Added |
| Cozad Asset Management Inc | 3,455 | $584.0K | 0.09% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 3,450 | $583.0K | 0.16% | −14−0.4% | Reduced |
| Renaissance Investment Group LLC | 3,437 | $581.0K | 0.15% | −501−12.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,434 | $581.0K | 0.04% | +85+2.5% | Added |
| Zhang Financial LLC | 3,431 | $581.0K | 0.13% | +1,719+100.4% | Added |
| Augustine Asset Management Inc | 3,427 | $580.0K | 0.31% | +137+4.2% | Added |
| Beech Hill Advisors, Inc. | 3,425 | $579.0K | 0.24% | −100−2.8% | Reduced |
| SPC Financial, Inc. | 3,423 | $579.0K | 0.07% | −10−0.3% | Reduced |
| Marathon Capital Management | 3,399 | $576.0K | 0.13% | +391+13.0% | Added |
| Birch Run Capital Advisors, LP | 3,400 | $575.0K | 0.66% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 3,392 | $574.0K | 0.09% | +444+15.1% | Added |
| Summit Global Investments | 3,367 | $570.0K | 0.04% | +55+1.7% | Added |
| Clarus Group, Inc. | 3,352 | $567.0K | 0.39% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,351 | $567.0K | 0.07% | +6+0.2% | Added |
| Community Bank of Raymore | 3,347 | $566.0K | 0.17% | −188−5.3% | Reduced |
| Hudock, Inc. | 3,339 | $564.0K | 0.17% | +4+0.1% | Added |
| Kalos Management, Inc. | 3,188 | $560.0K | 0.16% | +1,027+47.5% | Added |
| Valicenti Advisory Services Inc | 3,300 | $558.0K | 0.15% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 3,301 | $558.0K | 0.49% | 00.0% | Unchanged |
| Covenant Partners, LLC | 3,283 | $555.0K | 0.22% | 00.0% | Unchanged |
| Brookmont Capital Management | 3,271 | $553.0K | 0.33% | −14−0.4% | Reduced |
| Vantage Investment Partners, LLC | 3,266 | $553.0K | 0.03% | +1,786+120.7% | Added |
| BFSG, LLC | 3,271 | $553.0K | 0.08% | +3,271 | New |
| Accel Wealth Management | 3,266 | $552.0K | 0.36% | −251−7.1% | Reduced |
| swisspartners Ltd. | 3,265 | $552.0K | 0.43% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 3,259 | $551.0K | 0.53% | +1,309+67.1% | Added |
| John G Ullman & Associates Inc | 3,251 | $550.0K | 0.07% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,245 | $549.0K | 0.18% | +2,871+767.6% | Added |
| HM Capital Management, LLC | 3,241 | $548.0K | 0.24% | +239+8.0% | Added |
| E&G Advisors, LP | 3,241 | $548.0K | 0.15% | +3,241 | Added |
| Capital CS Group, LLC | 3,100 | $546.0K | 0.51% | −56−1.8% | Reduced |
| Planning Directions Inc | 3,218 | $544.0K | 0.40% | 00.0% | Unchanged |
| Private Capital Group, LLC | 3,218 | $544.0K | 0.12% | +230+7.7% | Added |
| Bellevue Asset Management, LLC | 3,174 | $543.0K | 0.33% | +25+0.8% | Added |
| Progressive Investment Management Corp | 3,207 | $543.0K | 0.16% | +450+16.3% | Added |
| Carolinas Wealth Consulting LLC | 3,182 | $538.0K | 0.13% | −553−14.8% | Reduced |
| Uncommon Cents Investing LLC | 3,183 | $538.0K | 0.22% | 00.0% | Unchanged |
| Fusion Capital, LLC | 3,180 | $538.0K | 0.32% | +57+1.8% | Added |
| McAdam, LLC | 3,180 | $538.0K | 0.06% | +171+5.7% | Added |
| Saturna Capital CORP | 3,178 | $538.0K | 0.01% | +3,178 | New |
| Karn, Couzens & Associates, Inc. | 3,175 | $537.0K | 0.41% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,043 | $537.0K | 0.15% | −9−0.3% | Reduced |
| Apella Capital, LLC | 3,162 | $535.0K | 0.08% | +318+11.2% | Added |
| Traynor Capital Management, Inc. | 3,161 | $534.0K | 0.07% | −16−0.5% | Reduced |
| CNB Bank | 3,151 | $533.0K | 0.32% | −304−8.8% | Reduced |
| Encompass Wealth Advisors, LLC | 3,150 | $532.0K | 0.14% | −170−5.1% | Reduced |
| Kowal Investment Group, LLC | 3,142 | $532.0K | 0.17% | +655+26.3% | Added |
| Cable Hill Partners, LLC | 3,137 | $531.0K | 0.13% | +134+4.5% | Added |
| Osterweis Capital Management Inc | 3,135 | $530.0K | 0.03% | −510−14.0% | Reduced |
| Magnus Financial Group LLC | 3,129 | $529.0K | 0.11% | +128+4.3% | Added |
| Capital Counsel LLC | 3,116 | $527.0K | 0.03% | 00.0% | Unchanged |
| DFPG Investments, LLC | 3,017 | $526.0K | 0.20% | −10,128−77.0% | Reduced |
| EPIQ Capital Group, LLC | 3,085 | $522.0K | 0.05% | +60+2.0% | Added |
| Southland Equity Partners LLC | 3,080 | $521.0K | 0.24% | −137−4.3% | Reduced |
| Sage Private Wealth Group, LLC | 3,081 | $521.0K | 0.72% | −37−1.2% | Reduced |
| Biltmore Wealth Management, LLC | 3,071 | $520.0K | 0.21% | +152+5.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,068 | $519.0K | 0.19% | −2,808−47.8% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,063 | $518.0K | 0.29% | +144+4.9% | Added |
| N.E.W. Advisory Services LLC | 3,051 | $516.0K | 0.08% | −893−22.6% | Reduced |
| One Charles Private Wealth Services, LLC | 3,036 | $514.0K | 0.30% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 3,025 | $512.0K | 0.19% | +3,025 | New |
| Independent Wealth Network Inc. | 3,004 | $511.0K | 0.33% | +3,004 | New |
| Callan Capital, LLC | 3,007 | $509.0K | 0.08% | −15−0.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,006 | $509.0K | 0.10% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 3,000 | $508.0K | 0.16% | +862+40.3% | Added |
| Quest Capital Management Inc | 2,980 | $504.0K | 0.10% | +255+9.4% | Added |
| Conway Capital Management, Inc. | 2,970 | $502.4K | 0.34% | +136+4.8% | Added |