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 |
|---|---|---|---|---|---|
| Peconic Partners LLC | 2,970 | $502.0K | 0.04% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,960 | $501.0K | 0.16% | −105−3.4% | Reduced |
| Personal Cfo Solutions, LLC | 2,952 | $499.0K | 0.10% | +127+4.5% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,947 | $499.0K | 0.24% | +211+7.7% | Added |
| Accurate Wealth Management, LLC | 2,910 | $498.0K | 0.44% | −369−11.3% | Reduced |
| SkyView Investment Advisors, LLC | 2,935 | $497.0K | 0.14% | −2,096−41.7% | Reduced |
| Corundum Group, Inc. | 2,935 | $497.0K | 0.37% | +67+2.3% | Added |
| Atwood & Palmer Inc | 2,940 | $497.0K | 0.04% | +84+2.9% | Added |
| StrongBox Wealth, LLC | 2,932 | $496.0K | 0.28% | +336+12.9% | Added |
| Ategra Capital Management, LLC | 2,919 | $493.8K | 0.25% | −120−3.9% | Reduced |
| Titus Wealth Management | 2,903 | $492.0K | 0.26% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 2,901 | $491.0K | 0.08% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,904 | $491.0K | 0.23% | +327+12.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 2,894 | $490.0K | 0.04% | −20−0.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,899 | $490.0K | 0.13% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,895 | $490.0K | 0.11% | +103+3.7% | Added |
| East Coast Asset Management, LLC. | 2,890 | $489.0K | 0.11% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 2,878 | $487.0K | 0.16% | +38+1.3% | Added |
| McIlrath & Eck, LLC | 2,868 | $485.0K | 0.14% | +9+0.3% | Added |
| CFS Investment Advisory Services, LLC | 2,865 | $485.0K | 0.07% | +2,865 | New |
| LifePro Asset Management | 2,860 | $484.0K | 0.15% | +240+9.2% | Added |
| Rock Point Advisors, LLC | 2,857 | $483.0K | 0.14% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,847 | $482.0K | 0.13% | −2,844−50.0% | Reduced |
| Prentice Wealth Management LLC | 2,847 | $482.0K | 0.23% | +10+0.4% | Added |
| Family Firm, Inc. | 2,829 | $482.0K | 0.13% | +65+2.4% | Added |
| DRW Securities, LLC | 2,831 | $479.0K | 0.14% | +699+32.8% | Added |
| Winning Points Advisors, LLC | 2,832 | $479.0K | 0.36% | +925+48.5% | Added |
| Gould Asset Management LLC | 2,820 | $477.0K | 0.15% | −1,895−40.2% | Reduced |
| Perritt Capital Management Inc | 2,820 | $477.0K | 0.26% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 2,818 | $476.7K | 0.19% | +2,818 | New |
| Merriman Wealth Management, LLC | 2,811 | $476.0K | 0.04% | −457−14.0% | Reduced |
| Ninepoint Partners LP | 2,815 | $476.0K | 0.17% | 00.0% | Unchanged |
| McDaniel Terry & Co | 2,802 | $474.0K | 0.06% | 00.0% | Unchanged |
| Headinvest, LLC | 2,801 | $474.0K | 0.09% | +439+18.6% | Added |
| Everhart Financial Group, Inc. | 2,803 | $474.0K | 0.32% | +454+19.3% | Added |
| Machina Capital S.A.S. | 2,799 | $474.0K | 1.02% | +2,799 | New |
| Fountainhead AM, LLC | 2,798 | $473.0K | 0.23% | −426−13.2% | Reduced |
| Cordasco Financial Network | 2,794 | $473.0K | 0.32% | +10+0.4% | Added |
| Tranquility Partners, LLC | 2,798 | $473.0K | 0.24% | +232+9.0% | Added |
| Financial Engines Advisors L.L.C. | 2,793 | $472.0K | 0.00% | +496+21.6% | Added |
| Mosaic Advisors LLC | 2,781 | $470.0K | 0.31% | −750−21.2% | Reduced |
| Symphony Financial, Ltd. Co. | 2,721 | $470.0K | 0.16% | −676−19.9% | Reduced |
| Meritage Portfolio Management | 2,773 | $469.0K | 0.03% | −300−9.8% | Reduced |
| Traphagen Investment Advisors LLC | 2,772 | $468.9K | 0.09% | +100+3.7% | Added |
| Synergy Financial Management, LLC | 2,760 | $467.0K | 0.11% | +2,760 | New |
| Wealth Enhancement Advisory Services, LLC | 2,703 | $465.0K | 0.01% | +24+0.9% | Added |
| Iron Financial, LLC | 2,742 | $464.0K | 0.22% | +13+0.5% | Added |
| Mather Group, LLC. | 2,736 | $463.0K | 0.01% | −680−19.9% | Reduced |
| Navellier & Associates Inc | 2,728 | $461.0K | 0.07% | 00.0% | Unchanged |
| First Quadrant L P | 2,717 | $460.0K | 0.05% | −8,202−75.1% | Reduced |
| Peoples Bank | 2,720 | $460.0K | 0.24% | −35−1.3% | Reduced |
| Coho Partners, Ltd. | 2,707 | $458.0K | 0.01% | 00.0% | Unchanged |
| New World Advisors LLC | 2,700 | $457.0K | 0.21% | −4,895−64.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,702 | $457.0K | 0.16% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 2,693 | $456.0K | 0.41% | −1,180−30.5% | Reduced |
| Monument Capital Management | 2,691 | $455.0K | 0.15% | +2,691 | New |
| State of Wyoming | 2,683 | $454.0K | 0.29% | −334−11.1% | Reduced |
| Summit Asset Management, LLC | 2,682 | $454.0K | 0.14% | +25+0.9% | Added |
| PFG Private Wealth Management, LLC | 2,683 | $454.0K | 0.27% | +169+6.7% | Added |
| Eagle Bay Advisors LLC | 2,664 | $452.0K | 0.26% | +869+48.4% | Added |
| Prelude Capital Management, LLC | 2,666 | $451.0K | 0.02% | −2,157−44.7% | Reduced |
| Lantz Financial LLC | 2,666 | $451.0K | 0.23% | −433−14.0% | Reduced |
| Financial Strategies Group, Inc. | 2,664 | $451.0K | 0.20% | +528+24.7% | Added |
| RDA Financial Network | 2,647 | $448.0K | 0.20% | +7+0.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,640 | $447.0K | 0.03% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,588 | $447.0K | 0.05% | +484+23.0% | Added |
| Towerpoint Wealth, LLC | 2,634 | $446.0K | 0.22% | −30−1.1% | Reduced |
| Parkside Advisors LLC | 2,629 | $445.0K | 0.14% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 2,629 | $445.0K | 0.06% | 00.0% | Unchanged |
| Security Asset Management | 2,634 | $445.0K | 0.18% | +143+5.7% | Added |
| Ami Asset Management Corp | 2,618 | $443.0K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,519 | $443.0K | 0.46% | 00.0% | Unchanged |
| Private Capital Management LLC | 2,620 | $443.0K | 0.18% | +418+19.0% | Added |
| Clearwater Capital Advisors, LLC | 2,614 | $442.0K | 0.05% | −90−3.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,604 | $441.0K | 0.03% | −450−14.7% | Reduced |
| Peavine Capital, LLC | 2,605 | $441.0K | 0.09% | 00.0% | Unchanged |
| Edgewood Management LLC | 2,600 | $440.0K | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,596 | $439.0K | 0.12% | −17−0.7% | Reduced |
| Column Capital Advisors, LLC | 2,595 | $439.0K | 0.09% | +45+1.8% | Added |
| Pinnacle Family Advisors, LLC | 2,586 | $438.0K | 0.20% | −25−1.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,578 | $436.0K | 0.26% | −86−3.2% | Reduced |
| PYA Waltman Capital, LLC | 2,573 | $435.0K | 0.24% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,476 | $435.0K | 0.19% | +2,476 | New |
| Deltec Asset Management LLC | 2,558 | $433.0K | 0.07% | −450−15.0% | Reduced |
| Blossom Wealth Management | 2,556 | $432.0K | 2.57% | +222+9.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,549 | $431.0K | 0.20% | +2,549 | New |
| Skba Capital Management LLC | 2,540 | $430.0K | 0.09% | 00.0% | Unchanged |
| Carlson Capital Management | 2,539 | $430.0K | 0.05% | +470+22.7% | Added |
| Tru Independence Asset Management 2, LLC | 2,533 | $429.0K | 0.30% | −1,310−34.1% | Reduced |
| Sandbox Financial Partners, LLC | 2,536 | $429.0K | 0.31% | −639−20.1% | Reduced |
| Meridian Investment Counsel Inc. | 2,535 | $429.0K | 0.16% | 00.0% | Unchanged |
| G&S Capital LLC | 2,535 | $429.0K | 0.24% | +2,535 | New |
| Oxinas Partners Wealth Management LLC | 2,517 | $426.0K | 0.25% | −109−4.2% | Reduced |
| Fred Alger Management, LLC | 2,520 | $426.0K | 0.00% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,514 | $426.0K | 0.71% | 00.0% | Unchanged |
| Karpus Management, Inc. | 2,515 | $425.0K | 0.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,515 | $425.0K | 0.49% | +2,515 | New |
| Buckley Wealth Management, LLC | 2,505 | $424.0K | 0.14% | +328+15.1% | Added |
| Atlas Private Wealth Advisors | 2,500 | $423.0K | 0.22% | −460−15.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,494 | $422.0K | 0.00% | −41,006−94.3% | Reduced |