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 |
|---|---|---|---|---|---|
| Jeereddi Investments, LP | 1,340 | $227.0K | 0.21% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,340 | $227.0K | 0.06% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,342 | $227.0K | 0.01% | +238+21.6% | Added |
| Raub Brock Capital Management LP | 1,335 | $226.0K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,329 | $225.0K | 0.05% | +47+3.7% | Added |
| HC Advisors, LLC | 1,317 | $223.0K | 0.15% | −51−3.7% | Reduced |
| Vista Private Wealth Partners. LLC | 1,318 | $223.0K | 0.09% | 00.0% | Unchanged |
| Concentrum Wealth Management | 1,321 | $223.0K | 0.14% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 1,322 | $223.0K | 0.16% | +46+3.6% | Added |
| Rodgers & Associates, LTD | 1,314 | $222.0K | 0.04% | −56−4.1% | Reduced |
| Home Federal Bank of Tennessee | 1,315 | $222.0K | 0.08% | −10−0.8% | Reduced |
| Campion Asset Management LLC | 1,305 | $221.0K | 0.20% | 00.0% | Unchanged |
| Banta Asset Management LP | 1,260 | $221.0K | 0.21% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 1,302 | $220.0K | 0.11% | −1,282−49.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 1,300 | $220.0K | 0.08% | −400−23.5% | Reduced |
| Wade Financial Advisory, Inc | 1,303 | $220.0K | 0.12% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,303 | $220.0K | 0.05% | +27+2.1% | Added |
| Aprio Wealth Management, LLC | 1,303 | $220.0K | 0.10% | +48+3.8% | Added |
| Purus Wealth Management, LLC | 1,299 | $220.0K | 0.15% | +75+6.1% | Added |
| Walkner Condon Financial Advisors LLC | 1,295 | $219.0K | 0.11% | +42+3.4% | Added |
| SWS Partners | 1,292 | $219.0K | 0.14% | +1,292 | New |
| Center For Asset Management LLC | 1,286 | $218.0K | 0.18% | +50+4.0% | Added |
| Facet Wealth, Inc. | 1,283 | $217.0K | 0.02% | +1,283 | New |
| Frank, Rimerman Advisors LLC | 1,279 | $216.4K | 0.08% | −382−23.0% | Reduced |
| Glovista Investments LLC | 1,274 | $216.0K | 0.06% | +1,274 | New |
| Cohen Capital Management, Inc. | 1,270 | $215.0K | 0.04% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,270 | $215.0K | 0.01% | +1,270 | New |
| Compass Ion Advisors, LLC | 1,267 | $214.0K | 0.08% | −27−2.1% | Reduced |
| Nicollet Investment Management, Inc. | 1,263 | $214.0K | 0.09% | −28−2.2% | Reduced |
| Gitterman Wealth Management, LLC | 1,262 | $213.0K | 0.17% | −401−24.1% | Reduced |
| BFT Financial Group, LLC | 1,260 | $213.0K | 0.04% | +31+2.5% | Added |
| Waller Financial Planning Group, Inc | 1,257 | $213.0K | 0.06% | +1,257 | New |
| Schwartz Investment Counsel Inc | 1,250 | $211.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,250 | $211.0K | 0.01% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,250 | $211.0K | 0.06% | +1,250 | New |
| NexWave Capital Partners LLC | 1,250 | $211.0K | 0.54% | +1,250 | New |
| Lion Street Advisors, LLC | 1,256 | $211.0K | 0.11% | +1,256 | New |
| Cadence Wealth Management LLC | 1,244 | $210.0K | 0.24% | 00.0% | Unchanged |
| Wooster Corthell Wealth Management, Inc. | 1,240 | $210.0K | 0.05% | 00.0% | Unchanged |
| Garrison Point Capital, LLC | 1,240 | $210.0K | 0.07% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 1,235 | $209.0K | 0.06% | +70+6.0% | Added |
| Parker Investment Management, LLC | 1,236 | $209.0K | 0.04% | +1,236 | New |
| Magellan Asset Management Ltd | 1,231 | $208.0K | 0.00% | +421+52.0% | Added |
| Clearview Wealth Advisors LLC | 1,223 | $207.0K | 0.13% | +22+1.8% | Added |
| Clarity Financial LLC | 1,217 | $206.0K | 0.04% | −75−5.8% | Reduced |
| Elevated Capital Advisors, LLC | 1,213 | $205.0K | 0.07% | +1,213 | New |
| Shikiar Asset Management Inc | 1,203 | $204.0K | 0.06% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,202 | $203.0K | 0.13% | −46−3.7% | Reduced |
| Mma Asset Management LLC | 1,201 | $203.0K | 0.16% | 00.0% | Unchanged |
| Personal Wealth Partners | 1,192 | $202.0K | 0.09% | 00.0% | Unchanged |
| Hochman Cole Investment Advisors, Inc. | 1,188 | $201.0K | 0.08% | −57−4.6% | Reduced |
| 44 Wealth Management LLC | 1,187 | $201.0K | 0.08% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,176 | $201.0K | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 1,189 | $201.0K | 0.09% | +1,189 | New |
| GSB Wealth Management, LLC | 1,180 | $200.0K | 0.10% | −12,623−91.5% | Reduced |
| UBP Investment Advisors SA | 1,200 | $200.0K | 0.08% | −367−23.4% | Reduced |
| Capital Square, LLC | 1,137 | $200.0K | 0.14% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,181 | $200.0K | 0.01% | +1,181 | New |
| HighMark Wealth Management LLC | 1,178 | $199.0K | 0.15% | −6−0.5% | Reduced |
| Avion Wealth | 1,161 | $196.0K | 0.06% | 00.0% | Unchanged |
| American Research & Management Co. | 1,141 | $193.0K | 0.04% | −80−6.6% | Reduced |
| CKW Financial Group | 1,060 | $187.0K | 0.03% | −35−3.2% | Reduced |
| America First Investment Advisors, LLC | 1,105 | $187.0K | 0.06% | +30+2.8% | Added |
| Lenox Wealth Advisors, LLC | 1,101 | $186.0K | 0.02% | +265+31.7% | Added |
| Newton One Investments LLC | 1,076 | $182.0K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,046 | $177.0K | 0.06% | −174−14.3% | Reduced |
| Kelly Financial Services LLC | 1,012 | $171.2K | 0.10% | −176,833−99.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $169.2K | 0.04% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,000 | $169.1K | 0.06% | +150+17.6% | Added |
| Mint Tower Capital Management B.V. | 1,000 | $169.0K | 0.03% | −2,878−74.2% | Reduced |
| EMC Capital Management | 1,000 | $169.0K | 0.09% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 987 | $167.0K | 0.12% | +987 | New |
| Freedman Financial Associates, Inc. | 983 | $166.0K | 0.12% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 956 | $162.0K | 0.06% | −113−10.6% | Reduced |
| Gladius Capital Management LP | 956 | $162.0K | 0.09% | +248+35.0% | Added |
| Pacitti Group Inc. | 959 | $162.0K | 0.10% | +330+52.5% | Added |
| AlphaMark Advisors, LLC | 949 | $161.0K | 0.06% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 946 | $160.0K | 0.06% | +22+2.4% | Added |
| BTG Pactual Global Asset Management Ltd | 937 | $159.0K | 0.15% | +937 | New |
| Riggs Asset Managment Co. Inc. | 933 | $158.0K | 0.05% | +200+27.3% | Added |
| West Financial Advisors, LLC | 915 | $155.0K | 0.05% | +384+72.3% | Added |
| Truehand, Inc | 909 | $154.0K | 0.09% | 00.0% | Unchanged |
| Odey Asset Management Group Ltd | 900 | $152.0K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 890 | $150.6K | 0.18% | +20+2.3% | Added |
| Ten Capital Wealth Advisors, LLC | 885 | $150.0K | 0.07% | −13,173−93.7% | Reduced |
| Carolina Wealth Advisors, LLC | 889 | $150.0K | 0.10% | −2−0.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 882 | $149.0K | 0.00% | +882 | New |
| SRS Capital Advisors, Inc. | 860 | $146.0K | 0.02% | +118+15.9% | Added |
| Investors Research Corp | 852 | $144.0K | 0.05% | +150+21.4% | Added |
| Cedar Mountain Advisors, LLC | 841 | $142.0K | 0.05% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 841 | $142.0K | 0.11% | 00.0% | Unchanged |
| Emfo, LLC | 792 | $134.0K | 0.12% | 00.0% | Unchanged |
| Orion Capital Management LLC | 777 | $131.0K | 0.08% | +61+8.5% | Added |
| Baron Financial Group, LLC | 772 | $130.6K | 0.08% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 759 | $128.0K | 0.07% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 759 | $128.0K | 0.03% | +57+8.1% | Added |
| Consolidated Planning Corp | 743 | $126.0K | 0.08% | +743 | New |
| Activest Wealth Management | 735 | $124.0K | 0.08% | +3+0.4% | Added |
| Moser Wealth Advisors, LLC | 722 | $122.0K | 0.08% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 713 | $120.0K | 0.04% | 00.0% | Unchanged |