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 |
|---|---|---|---|---|---|
| Vista Wealth Management Group, LLC | 2,497 | $422.0K | 0.08% | −102−3.9% | Reduced |
| Alliance Wealth Management Group | 2,492 | $422.0K | 0.14% | +55+2.3% | Added |
| Mad River Investors | 2,400 | $422.0K | 0.27% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,489 | $421.0K | 0.29% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,476 | $419.0K | 0.24% | +1,504+154.7% | Added |
| Holistic Financial Partners | 2,463 | $417.0K | 0.26% | −140−5.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,467 | $417.0K | 0.30% | −135−5.2% | Reduced |
| Miramar Capital, LLC | 2,458 | $416.0K | 0.17% | −39−1.6% | Reduced |
| Seven Post Investment Office LP | 2,460 | $416.0K | 0.13% | 00.0% | Unchanged |
| Gries Financial LLC | 2,450 | $415.0K | 0.13% | −5,973−70.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,438 | $415.0K | 0.20% | −380−13.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,454 | $415.0K | 0.22% | −145−5.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,453 | $415.0K | 0.23% | +46+1.9% | Added |
| Security National Bank of So Dak | 2,454 | $415.0K | 0.32% | +518+26.8% | Added |
| Summit Wealth Partners, LLC | 2,449 | $414.2K | 0.10% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 2,445 | $414.0K | 0.13% | +129+5.6% | Added |
| CX Institutional | 2,440 | $413.0K | 0.03% | −15−0.6% | Reduced |
| Ballast Advisors LLC | 2,444 | $413.0K | 0.17% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,438 | $412.0K | 0.04% | −3,863−61.3% | Reduced |
| Newman & Schimel, LLC | 2,432 | $411.0K | 0.26% | −175−6.7% | Reduced |
| Wrapmanager Inc | 2,423 | $410.0K | 0.11% | −394−14.0% | Reduced |
| Well Done, LLC | 2,426 | $410.0K | 0.09% | −245−9.2% | Reduced |
| Sanford Advisory Services, LLC | 2,424 | $410.0K | 0.10% | +46+1.9% | Added |
| Patron Partners Advisors, LLC | 2,421 | $409.0K | 0.30% | +13+0.5% | Added |
| Palumbo Wealth Management LLC | 2,412 | $408.0K | 0.27% | −5,183−68.2% | Reduced |
| Ade, LLC | 2,403 | $407.0K | 0.37% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 2,298 | $406.0K | 0.14% | −1,374−37.4% | Reduced |
| JFG Wealth Management, LLC | 2,400 | $406.0K | 0.19% | +6+0.3% | Added |
| Asio Capital, LLC | 2,400 | $406.0K | 0.14% | +842+54.0% | Added |
| Private Management Group Inc | 2,386 | $404.0K | 0.02% | −96−3.9% | Reduced |
| Select Asset Management & Trust | 2,391 | $404.0K | 0.29% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,390 | $404.0K | 0.23% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,391 | $404.0K | 0.26% | +17+0.7% | Added |
| Lesa Sroufe & Co | 2,381 | $403.0K | 0.43% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 2,382 | $403.0K | 0.13% | +25+1.1% | Added |
| Lebenthal Global Advisors, LLC | 2,385 | $403.0K | 0.25% | +203+9.3% | Added |
| Ellevest, Inc. | 2,377 | $402.0K | 0.04% | +1,309+122.6% | Added |
| Riverpoint Wealth Management Holdings, LLC | 2,372 | $401.0K | 0.14% | −440−15.6% | Reduced |
| USAdvisors Wealth Management, LLC | 2,359 | $399.0K | 0.17% | +287+13.9% | Added |
| Levy Wealth Management Group, LLC | 2,354 | $398.0K | 0.22% | −79−3.2% | Reduced |
| Mayfair Advisory Group, LLC | 2,286 | $397.0K | 0.61% | +145+6.8% | Added |
| FSB Premier Wealth Management, Inc. | 2,345 | $396.0K | 0.20% | −192−7.6% | Reduced |
| Mascoma Wealth Management LLC | 2,339 | $396.0K | 0.15% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 2,327 | $394.0K | 0.25% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 2,320 | $392.0K | 0.21% | 00.0% | Unchanged |
| Gratus Capital LLC | 2,311 | $391.0K | 0.04% | +638+38.1% | Added |
| Hilltop Wealth Advisors, LLC | 2,298 | $389.0K | 0.27% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 2,297 | $389.0K | 0.07% | +301+15.1% | Added |
| Canton Hathaway, LLC | 2,300 | $389.0K | 0.11% | +585+34.1% | Added |
| Sit Investment Associates Inc | 2,280 | $386.0K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 2,280 | $386.0K | 0.20% | 00.0% | Unchanged |
| AXS Investments LLC | 2,277 | $385.0K | 0.14% | −804−26.1% | Reduced |
| Arcus Capital Partners, LLC | 2,277 | $385.0K | 0.14% | −267−10.5% | Reduced |
| TRH Financial, LLC | 2,261 | $382.0K | 0.15% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 2,256 | $382.0K | 0.43% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 2,254 | $381.0K | 0.36% | 00.0% | Unchanged |
| Ratan Capital Management LP | 2,250 | $381.0K | 0.05% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 2,247 | $380.0K | 0.08% | −10.0% | Reduced |
| Sage Rhino Capital LLC | 2,240 | $379.0K | 0.12% | −294−11.6% | Reduced |
| Alphasimplex Group, LLC | 2,235 | $378.0K | 0.31% | −3,412−60.4% | Reduced |
| Veritas Investment Management (UK) Ltd | 2,234 | $378.0K | 0.06% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,230 | $377.0K | 0.08% | −450−16.8% | Reduced |
| Domani Wealth, LLC | 2,231 | $377.0K | 0.08% | −301−11.9% | Reduced |
| Aua Capital Management, LLC | 2,217 | $375.0K | 0.24% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 2,216 | $375.0K | 0.28% | 00.0% | Unchanged |
| Alesco Advisors LLC | 2,214 | $375.0K | 0.01% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,215 | $375.0K | 0.07% | +6+0.3% | Added |
| Selective Wealth Management, Inc. | 2,203 | $373.0K | 0.20% | −508−18.7% | Reduced |
| Corbett Road Capital Management, LLC | 2,205 | $373.0K | 0.65% | +138+6.7% | Added |
| Cutler Investment Counsel LLC | 2,197 | $372.0K | 0.06% | +20+0.9% | Added |
| Crewe Advisors LLC | 2,200 | $372.0K | 0.09% | +40+1.9% | Added |
| JT Stratford LLC | 2,194 | $371.0K | 0.11% | −636−22.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,163 | $371.0K | 0.29% | −20−0.9% | Reduced |
| Henshaw Capital LLC | 2,190 | $370.5K | 0.02% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,189 | $370.0K | 0.22% | +2,189 | New |
| San Luis Wealth Advisors LLC | 2,189 | $370.0K | 0.21% | +2,189 | New |
| Institutional & Family Asset Management, LLC | 2,180 | $369.0K | 0.06% | −233−9.7% | Reduced |
| DSC Advisors, L.P. | 2,179 | $369.0K | 0.49% | −127−5.5% | Reduced |
| Marshall Financial Group LLC | 369 | $369.0K | 0.19% | −1,838−83.3% | Reduced |
| Financial Advisors, LLC | 2,175 | $368.0K | 0.12% | −310−12.5% | Reduced |
| Capital Investment Services of America, Inc. | 2,176 | $368.0K | 0.04% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,170 | $367.0K | 0.27% | −37−1.7% | Reduced |
| Focused Wealth Management, Inc | 2,165 | $366.0K | 0.06% | +2+0.1% | Added |
| DB Wealth Management Group, LLC | 2,164 | $366.0K | 0.24% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 2,164 | $366.0K | 0.30% | +50+2.4% | Added |
| Financial Advisors Network, Inc. | 2,295 | $366.0K | 0.08% | +336+17.2% | Added |
| First Financial Corp | 2,159 | $365.0K | 0.24% | −75−3.4% | Reduced |
| HYA Advisors, Inc | 2,104 | $365.0K | 0.15% | +200+10.5% | Added |
| Fortis Advisors, LLC | 2,150 | $364.0K | 0.22% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,150 | $364.0K | 0.21% | +426+24.7% | Added |
| Prudent Investors Network | 2,149 | $364.0K | 0.18% | +2,149 | New |
| CAMG Solamere Management, LLC | 2,146 | $362.0K | 0.30% | +100+4.9% | Added |
| Capital Advisors, Ltd. LLC | 2,140 | $362.0K | 0.06% | +429+25.1% | Added |
| Pennsylvania Capital Management Inc | 2,131 | $361.0K | 0.16% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,125 | $359.0K | 0.06% | 00.0% | Unchanged |
| Advisors Management Group Inc | 2,116 | $358.0K | 0.11% | −172−7.5% | Reduced |
| Ellenbecker Investment Group | 2,121 | $358.0K | 0.11% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 2,116 | $358.0K | 0.23% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 2,116 | $358.0K | 0.34% | 00.0% | Unchanged |
| Rinet Co LLC | 2,108 | $357.0K | 0.07% | +9+0.4% | Added |