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 |
|---|---|---|---|---|---|
| Fermata Advisors, LLC | 2,102 | $356.0K | 0.16% | +125+6.3% | Added |
| Pensionmark Financial Group, LLC | 2,100 | $355.0K | 0.08% | −12−0.6% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,100 | $355.0K | 0.13% | +600+40.0% | Added |
| Magnolia Capital Management Ltd | 2,100 | $355.0K | 0.31% | +2,100 | New |
| Full Sail Capital, LLC | 2,090 | $354.0K | 0.03% | −22−1.0% | Reduced |
| New Capital Management LP | 2,010 | $353.0K | 0.19% | +2,010 | New |
| High Note Wealth, LLC | 2,086 | $352.0K | 0.13% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 2,073 | $351.0K | 0.06% | −125−5.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,070 | $350.0K | 0.55% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,064 | $349.0K | 0.39% | −128−5.8% | Reduced |
| Cadent Capital Advisors, LLC | 2,060 | $348.0K | 0.15% | +232+12.7% | Added |
| Salomon & Ludwin, LLC | 2,057 | $348.0K | 0.05% | +419+25.6% | Added |
| Bontempo Ohly Capital Mgmt LLC | 2,045 | $346.0K | 0.19% | −565−21.6% | Reduced |
| Wagner Wealth Management, LLC | 2,046 | $346.0K | 0.28% | 00.0% | Unchanged |
| Albert D Mason Inc | 2,035 | $344.0K | 0.22% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 2,032 | $344.0K | 0.16% | +10.0% | Added |
| Trellis Advisors, LLC | 2,023 | $343.0K | 0.18% | +5+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 2,027 | $343.0K | 0.16% | +63+3.2% | Added |
| TMD Wealth Management, LLC | 2,026 | $343.0K | 0.14% | +150+8.0% | Added |
| Tortoise Investment Management, LLC | 2,023 | $342.0K | 0.07% | −25−1.2% | Reduced |
| S.A. Mason LLC | 2,021 | $342.0K | 0.23% | 00.0% | Unchanged |
| Firestone Capital Management | 1,937 | $341.0K | 0.11% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,003 | $339.0K | 0.05% | +2,003 | New |
| Castleark Management LLC | 2,000 | $338.0K | 0.01% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 2,000 | $338.0K | 0.20% | 00.0% | Unchanged |
| Defender Capital, LLC. | 2,000 | $338.0K | 0.11% | 00.0% | Unchanged |
| CastleArk Alternatives, LLC | 2,000 | $338.0K | 0.01% | +2,000 | New |
| Essex Private Wealth Management, LLC | 1,992 | $337.0K | 0.31% | −158−7.3% | Reduced |
| Capstone Financial Advisors, Inc. | 1,990 | $337.0K | 0.03% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 1,902 | $336.0K | 0.20% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,985 | $336.0K | 0.07% | +3+0.2% | Added |
| Day & Ennis, LLC | 1,988 | $336.0K | 0.12% | +225+12.8% | Added |
| Aveo Capital Partners, LLC | 1,987 | $336.0K | 0.07% | +284+16.7% | Added |
| Biechele Royce Advisors | 1,984 | $336.0K | 0.15% | +1,984 | New |
| Centiva Capital, LP | 1,981 | $335.0K | 0.03% | −1,747−46.9% | Reduced |
| Sovereign Financial Group, Inc. | 1,983 | $335.0K | 0.19% | −1,154−36.8% | Reduced |
| Brio Consultants, LLC | 1,983 | $335.0K | 0.08% | −35−1.7% | Reduced |
| Bernardo Wealth Planning LLC | 1,969 | $333.0K | 0.19% | +1+0.1% | Added |
| Catalyst Capital Advisors LLC | 1,960 | $332.0K | 0.02% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 1,955 | $331.0K | 0.02% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,957 | $331.0K | 0.29% | +102+5.5% | Added |
| Credential Qtrade Securities Inc. | 1,945 | $329.0K | 0.03% | +88+4.7% | Added |
| Trilogy Capital Inc. | 1,944 | $329.0K | 0.03% | −14−0.7% | Reduced |
| Catalyst Private Wealth, LLC | 1,947 | $329.0K | 0.14% | +2+0.1% | Added |
| JGP Wealth Management, LLC | 1,942 | $329.0K | 0.07% | +6+0.3% | Added |
| Terril Brothers, Inc. | 1,940 | $328.0K | 0.08% | −24−1.2% | Reduced |
| Guild Investment Management, Inc. | 1,941 | $328.0K | 0.32% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 1,937 | $328.0K | 0.13% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,924 | $325.0K | 0.05% | +301+18.5% | Added |
| Greylin Investment Mangement Inc | 1,914 | $324.0K | 0.07% | −110−5.4% | Reduced |
| Maltin Wealth Management, Inc. | 1,901 | $322.0K | 0.20% | +31+1.7% | Added |
| Newport Wealth Strategies, Inc. | 1,904 | $322.0K | 0.19% | +225+13.4% | Added |
| Paradigm Asset Management Co LLC | 1,900 | $321.4K | 0.09% | −200−9.5% | Reduced |
| Ambassador Advisors, LLC | 1,877 | $317.0K | 0.06% | +1,877 | New |
| Interchange Capital Partners, LLC | 1,865 | $315.0K | 0.53% | −144−7.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,861 | $315.0K | 0.03% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,858 | $315.0K | 0.06% | +117+6.7% | Added |
| Red Wave Investments LLC | 1,858 | $314.0K | 0.11% | −11−0.6% | Reduced |
| Financial Planning & Information Services, Inc. | 1,856 | $314.0K | 0.09% | +83+4.7% | Added |
| Penbrook Management LLC | 1,850 | $313.0K | 0.20% | 00.0% | Unchanged |
| Range Financial Group LLC | 1,848 | $313.0K | 0.23% | +10+0.5% | Added |
| Financial Council Asset Management Inc | 1,849 | $313.0K | 0.44% | +1,849 | New |
| Chase Investment Counsel Corp | 1,846 | $312.0K | 0.13% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,838 | $311.0K | 0.18% | −76−4.0% | Reduced |
| Financial Advisory Group | 1,840 | $311.0K | 0.07% | +250+15.7% | Added |
| PrairieView Partners, LLC | 1,835 | $310.0K | 0.05% | 00.0% | Unchanged |
| Lincoln Capital Corp | 1,831 | $310.0K | 0.17% | +72+4.1% | Added |
| Abacus Wealth Partners, LLC | 1,828 | $309.2K | 0.11% | −493−21.2% | Reduced |
| Semmax Financial Advisors Inc. | 1,824 | $309.0K | 0.11% | −185−9.2% | Reduced |
| McCarthy Asset Management, Inc. | 1,828 | $309.0K | 0.23% | −162−8.1% | Reduced |
| Clear Street Markets LLC | 1,829 | $309.0K | 0.07% | −51−2.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,819 | $308.0K | 0.08% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,822 | $308.0K | 0.06% | +289+18.9% | Added |
| Breiter Capital Management Inc | 1,816 | $307.0K | 0.18% | −25−1.4% | Reduced |
| Baskin Financial Services Inc. | 1,813 | $307.0K | 0.03% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 1,810 | $306.0K | 0.12% | 00.0% | Unchanged |
| Element Wealth, LLC | 1,803 | $305.0K | 0.24% | −9−0.5% | Reduced |
| Cohen & Steers, Inc. | 1,801 | $305.0K | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 1,800 | $305.0K | 0.08% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 1,801 | $304.8K | 0.18% | +81+4.7% | Added |
| Shilanski & Associates, Inc. | 1,798 | $304.0K | 0.14% | +2+0.1% | Added |
| EWG Elevate Inc. | 1,796 | $304.0K | 0.13% | +17+1.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,758 | $304.0K | 0.09% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 1,796 | $304.0K | 0.16% | +150+9.1% | Added |
| Fairview Capital Investment Management, LLC | 1,791 | $303.0K | 0.02% | +52+3.0% | Added |
| ERn Financial, LLC | 1,793 | $303.0K | 0.08% | +296+19.8% | Added |
| Sound Income Strategies, LLC | 1,786 | $302.0K | 0.04% | +4+0.2% | Added |
| Sather Financial Group Inc | 1,778 | $301.0K | 0.03% | +1,778 | New |
| Jump Financial, LLC | 1,768 | $299.0K | 0.02% | −8,748−83.2% | Reduced |
| Berger Financial Group, Inc | 1,763 | $298.0K | 0.05% | −133−7.0% | Reduced |
| Spectrum Management Group, LLC | 1,764 | $298.0K | 0.05% | +1,054+148.5% | Added |
| Smith & Howard Wealth Management, LLC | 1,753 | $297.0K | 0.14% | −60−3.3% | Reduced |
| Occidental Asset Management, LLC | 1,756 | $297.0K | 0.08% | 00.0% | Unchanged |
| GenTrust, LLC | 1,755 | $297.0K | 0.02% | +205+13.2% | Added |
| Northern Oak Wealth Management Inc | 1,751 | $296.0K | 0.04% | −81−4.4% | Reduced |
| Bell Bank | 1,752 | $296.0K | 0.04% | −10−0.6% | Reduced |
| Nkcfo LLC | 1,749 | $296.0K | 0.10% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,750 | $296.0K | 0.22% | +5+0.3% | Added |
| Madison Wealth Partners, Inc | 1,749 | $296.0K | 0.17% | +70+4.2% | Added |
| Fox Run Management, L.L.C. | 1,750 | $296.0K | 0.19% | +1,750 | New |