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 |
|---|---|---|---|---|---|
| Strid Group, LLC | 1,736 | $294.0K | 0.07% | +20+1.2% | Added |
| Somerset Trust Co | 1,730 | $293.0K | 0.12% | +404+30.5% | Added |
| Fiducient Advisors LLC | 1,726 | $292.0K | 0.09% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,725 | $292.0K | 0.10% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,725 | $292.0K | 0.11% | +307+21.7% | Added |
| Rock Creek Group, LP | 1,718 | $291.0K | 0.05% | −978−36.3% | Reduced |
| Financial Management Concepts Corp | 1,723 | $291.0K | 0.23% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,716 | $290.0K | 0.06% | −175−9.3% | Reduced |
| Juncture Wealth Strategies, LLC | 1,710 | $289.0K | 0.15% | +1,710 | New |
| Campbell Wealth Management | 1,703 | $288.0K | 0.04% | +17+1.0% | Added |
| Foster Victor Wealth Advisors, LLC | 1,702 | $288.0K | 0.05% | +52+3.2% | Added |
| Vestor Capital, LLC | 1,703 | $288.0K | 0.03% | +690+68.1% | Added |
| Curi Capital | 1,689 | $285.0K | 0.13% | −29−1.7% | Reduced |
| Johnson Bixby & Associates, LLC | 1,682 | $285.0K | 0.08% | 00.0% | Unchanged |
| Appleton Group, LLC | 1,672 | $283.0K | 0.24% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,670 | $283.0K | 0.16% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 1,673 | $283.0K | 0.08% | +28+1.7% | Added |
| Collective Family Office LLC | 1,671 | $283.0K | 0.12% | +37+2.3% | Added |
| Avondale Wealth Management | 1,667 | $282.0K | 0.28% | −1,109−39.9% | Reduced |
| Norris Financial Group, LLC | 1,660 | $280.8K | 0.19% | 00.0% | Unchanged |
| David J Yvars Group | 1,592 | $280.0K | 0.16% | −55−3.3% | Reduced |
| AllSquare Wealth Management LLC | 1,642 | $278.0K | 0.17% | −13−0.8% | Reduced |
| Harvest Investment Services, LLC | 1,636 | $276.0K | 0.11% | −102−5.9% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,629 | $275.0K | 0.09% | +51+3.2% | Added |
| Ergoteles LLC | 1,627 | $275.0K | 0.01% | +455+38.8% | Added |
| Tatro Capital, LLC | 1,620 | $274.0K | 0.21% | −212−11.6% | Reduced |
| Souders Financial Advisors | 1,614 | $273.0K | 0.09% | +5+0.3% | Added |
| Brasada Capital Management, LP | 1,605 | $272.0K | 0.05% | −3,330−67.5% | Reduced |
| AIMZ Investment Advisors, LLC | 1,608 | $272.0K | 0.12% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,602 | $271.0K | 0.22% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 1,600 | $271.0K | 0.08% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 1,535 | $270.0K | 0.10% | +34+2.3% | Added |
| Black Diamond Financial, LLC | 1,583 | $268.0K | 0.13% | −21−1.3% | Reduced |
| Verity & Verity, LLC | 1,571 | $267.0K | 0.04% | −220−12.3% | Reduced |
| High Pines Wealth Management, LLC | 1,572 | $266.0K | 0.18% | +1,572 | New |
| KFA Private Wealth Group, LLC | 1,566 | $265.0K | 0.15% | −62−3.8% | Reduced |
| BEAM Asset Management, LLC | 1,560 | $264.0K | 0.23% | +116+8.0% | Added |
| High Falls Advisors, Inc | 1,555 | $263.0K | 0.07% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 1,554 | $263.0K | 0.24% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,551 | $263.0K | 0.04% | +225+17.0% | Added |
| Washburn Capital Management, Inc. | 1,544 | $261.0K | 0.17% | −85−5.2% | Reduced |
| Tfo-TDC, LLC | 1,545 | $261.0K | 0.05% | +1,145+286.3% | Added |
| WestHill Financial Advisors, Inc. | 1,541 | $261.0K | 0.08% | +1,541 | New |
| R. W. Roge & Company, Inc. | 1,519 | $260.0K | 0.15% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,534 | $260.0K | 0.09% | +239+18.5% | Added |
| Navalign, LLC | 1,529 | $259.0K | 0.11% | −17−1.1% | Reduced |
| Guidance Point Advisors, LLC | 1,533 | $259.0K | 0.09% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,526 | $258.0K | 0.15% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,517 | $257.0K | 0.05% | −97−6.0% | Reduced |
| Yorktown Management & Research Co Inc | 1,520 | $257.0K | 0.19% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1,517 | $257.0K | 0.21% | +1,517 | New |
| Genesee Capital Advisors, LLC | 1,518 | $257.0K | 0.13% | +1,518 | New |
| Fenimore Asset Management Inc | 1,513 | $256.0K | 0.01% | 00.0% | Unchanged |
| Innova Wealth Partners | 1,516 | $256.0K | 0.20% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,515 | $256.0K | 0.05% | +1,515 | New |
| Teza Capital Management LLC | 1,506 | $255.0K | 0.12% | −2,038−57.5% | Reduced |
| Cribstone Capital Management, LLC | 1,503 | $254.0K | 0.15% | −182−10.8% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $254.0K | 0.12% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 1,504 | $254.0K | 0.16% | +8+0.5% | Added |
| Boyer & Corporon Wealth Management, LLC | 1,496 | $253.0K | 0.08% | −36,512−96.1% | Reduced |
| Hayden Royal, LLC | 1,495 | $253.0K | 0.41% | −2,138−58.8% | Reduced |
| Paragon Capital Management LLC | 1,497 | $253.0K | 0.13% | −87−5.5% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,494 | $253.0K | 0.11% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,487 | $252.0K | 0.06% | −161−9.8% | Reduced |
| Lee Financial Co | 1,490 | $252.0K | 0.05% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 1,492 | $252.0K | 0.18% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,486 | $251.0K | 0.13% | −142−8.7% | Reduced |
| Smith Shellnut Wilson LLC | 1,483 | $251.0K | 0.15% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 1,481 | $251.0K | 0.04% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 1,485 | $251.0K | 0.08% | +1,485 | New |
| C M Bidwell & Associates Ltd | 1,465 | $248.0K | 0.16% | −723−33.0% | Reduced |
| Barry Investment Advisors, LLC | 1,458 | $247.0K | 0.07% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,423 | $247.0K | 0.10% | +130+10.1% | Added |
| D.B. Root & Company, LLC | 1,457 | $246.0K | 0.10% | −5−0.3% | Reduced |
| Isthmus Partners, LLC | 1,455 | $246.0K | 0.04% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 1,454 | $246.0K | 0.07% | +22+1.5% | Added |
| Capitolis Advisors LLC | 1,431 | $245.0K | 0.00% | −35,913−96.2% | Reduced |
| Pendal Group Limited | 1,451 | $245.0K | 0.00% | −30,485−95.5% | Reduced |
| Heartwood Wealth Advisors LLC | 1,450 | $245.0K | 0.04% | +25+1.8% | Added |
| Credit Capital Investments LLC | 1,442 | $244.0K | 0.26% | +1,442 | New |
| Solitude Financial Services | 1,436 | $243.0K | 0.17% | +1,436 | New |
| Archetype Wealth Partners | 1,432 | $242.0K | 0.08% | 00.0% | Unchanged |
| 360 Financial, Inc. | 1,428 | $242.0K | 0.12% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 1,410 | $239.0K | 0.04% | −104−6.9% | Reduced |
| Charles Schwab Trust Co | 1,409 | $238.0K | 0.05% | −1,231−46.6% | Reduced |
| Brickley Wealth Management | 1,402 | $237.0K | 0.06% | +179+14.6% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,396 | $236.0K | 0.03% | −21−1.5% | Reduced |
| Pettinga Financial Advisors, LLC | 1,397 | $236.0K | 0.06% | +10+0.7% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,394 | $236.0K | 0.16% | +56+4.2% | Added |
| AlphaCore Capital LLC | 1,395 | $236.0K | 0.12% | +1,395 | New |
| Must Asset Management Inc. | 1,361 | $235.0K | 0.15% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 1,376 | $233.0K | 0.09% | 00.0% | Unchanged |
| South Shore Capital Advisors | 1,373 | $232.0K | 0.43% | −80−5.5% | Reduced |
| Financial Consulate, Inc | 1,364 | $231.0K | 0.08% | −10−0.7% | Reduced |
| Ferguson Shapiro LLC | 1,359 | $230.0K | 0.13% | −11−0.8% | Reduced |
| Am Investment Strategies LLC | 1,359 | $230.0K | 0.06% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 1,354 | $229.0K | 0.05% | −1,861−57.9% | Reduced |
| Cadinha & Co LLC | 1,354 | $229.0K | 0.03% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,350 | $228.0K | 0.09% | −191−12.4% | Reduced |
| Claret Asset Management Corp | 1,343 | $227.0K | 0.04% | −66−4.7% | Reduced |