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; 2,948 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Schwerin Boyle Capital Management Inc | 67,275 | $11.4M | 0.96% | −200−0.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 67,138 | $11.4M | 1.37% | +1,664+2.5% | Added |
| Advisors Asset Management, Inc. | 67,019 | $11.3M | 0.17% | +3,365+5.3% | Added |
| Covington Investment Advisors Inc. | 67,254 | $11.3M | 2.44% | +170+0.3% | Added |
| Proem Advisors LLC | 67,000 | $11.3M | 9.76% | +7,000+11.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 66,892 | $11.3M | 0.57% | −34−0.1% | Reduced |
| First Nebraska Trust Co | 66,824 | $11.3M | 1.48% | −160−0.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 66,800 | $11.3M | 1.29% | −18,646−21.8% | Reduced |
| Geneos Wealth Management Inc. | 64,094 | $11.3M | 0.43% | +4,077+6.8% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 66,376 | $11.2M | 2.80% | +164+0.2% | Added |
| Matthew Goff Investment Advisor, LLC | 66,352 | $11.2M | 2.75% | +195+0.3% | Added |
| Parthenon LLC | 66,185 | $11.2M | 1.68% | −580−0.9% | Reduced |
| Nixon Capital, LLC | 66,081 | $11.2M | 5.72% | +362+0.6% | Added |
| Telos Capital Management, Inc. | 65,893 | $11.1M | 1.53% | +3,962+6.4% | Added |
| RPG Investment Advisory, LLC | 65,639 | $11.1M | 1.83% | −35−0.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 65,384 | $11.1M | 2.34% | +85+0.1% | Added |
| Stelac Advisory Services LLC | 65,296 | $11.0M | 2.96% | −3,365−4.9% | Reduced |
| Lyell Wealth Management, LP | 65,276 | $11.0M | 1.34% | +3,328+5.4% | Added |
| Osborne Partners Capital Management, LLC | 65,040 | $11.0M | 0.88% | +2,421+3.9% | Added |
| Northwest & Ethical Investments L.P. | 65,016 | $11.0M | 0.36% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 65,000 | $11.0M | 0.70% | +3,000+4.8% | Added |
| Acadian Asset Management LLC | 64,881 | $11.0M | 0.04% | −19,516−23.1% | Reduced |
| Lincoln National Corp | 64,608 | $10.9M | 0.24% | +1,044+1.6% | Added |
| Guyasuta Investment Advisors Inc | 63,890 | $10.8M | 0.77% | +1,215+1.9% | Added |
| Griffin Asset Management, Inc. | 63,484 | $10.7M | 1.37% | +8,135+14.7% | Added |
| Anchor Investment Management, LLC | 63,383 | $10.7M | 1.49% | +418+0.7% | Added |
| RNC Capital Management LLC | 63,330 | $10.7M | 0.57% | +7,574+13.6% | Added |
| American Portfolios Advisors | 63,030 | $10.7M | 0.40% | −3,352−5.0% | Reduced |
| Exencial Wealth Advisors, LLC | 62,990 | $10.7M | 0.46% | +15,861+33.7% | Added |
| Freestone Capital Holdings, LLC | 62,797 | $10.6M | 0.53% | +10,654+20.4% | Added |
| Capula Management Ltd | 62,796 | $10.6M | 0.82% | +34,757+124.0% | Added |
| 1832 Asset Management L.P. | 62,336 | $10.6M | 0.02% | +2,032+3.4% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 62,665 | $10.6M | 1.50% | −913−1.4% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 62,524 | $10.6M | 1.82% | +17,438+38.7% | Added |
| 1st Source Bank | 62,432 | $10.6M | 0.67% | −210−0.3% | Reduced |
| Buckingham Capital Management, Inc. | 62,223 | $10.5M | 1.72% | +1,604+2.6% | Added |
| Bridges Investment Management Inc | 62,177 | $10.5M | 0.33% | −69,375−52.7% | Reduced |
| Integrated Wealth Concepts LLC | 62,153 | $10.5M | 0.34% | +5,961+10.6% | Added |
| Credit Agricole S A | 62,023 | $10.5M | 0.38% | −5,477−8.1% | Reduced |
| Argent Trust Co | 61,927 | $10.5M | 0.67% | +2,266+3.8% | Added |
| Terry L. Blaker | 61,449 | $10.4M | 0.66% | +370+0.6% | Added |
| Pioneer Trust Bank N A | 61,407 | $10.4M | 2.97% | −150.0% | Reduced |
| Valeo Financial Advisors, LLC | 91,784 | $10.4M | 0.61% | +4,065+4.6% | Added |
| Addenda Capital Inc. | 61,201 | $10.4M | 0.49% | −235−0.4% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 61,049 | $10.3M | 1.18% | +5,833+10.6% | Added |
| Capital Investment Advisors, LLC | 61,023 | $10.3M | 0.35% | +1,002+1.7% | Added |
| McCollum Christoferson Group LLC | 60,661 | $10.3M | 2.44% | +125+0.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 60,460 | $10.2M | 0.53% | −3,870−6.0% | Reduced |
| Northeast Financial Consultants Inc | 60,391 | $10.2M | 0.68% | −12,631−17.3% | Reduced |
| EULAV Asset Management | 60,057 | $10.2M | 0.27% | −35−0.1% | Reduced |
| Shellback Capital, LP | 60,000 | $10.2M | 0.59% | −57,800−49.1% | Reduced |
| Bridgeway Capital Management, LLC | 59,915 | $10.1M | 0.19% | +1,800+3.1% | Added |
| Mutual Advisors, LLC | 59,392 | $10.0M | 0.60% | +1,990+3.5% | Added |
| Courier Capital LLC | 59,296 | $10.0M | 0.95% | +1,233+2.1% | Added |
| Eagle Global Advisors LLC | 59,275 | $10.0M | 0.66% | +438+0.7% | Added |
| Wetherby Asset Management Inc | 59,203 | $10.0M | 0.62% | −280.0% | Reduced |
| Channing Capital Management, LLC | 59,047 | $9.99M | 0.31% | −1,964−3.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 58,829 | $9.95M | 1.73% | +5,233+9.8% | Added |
| Impax Asset Management Group plc | 58,341 | $9.87M | 0.04% | +96+0.2% | Added |
| GFG Capital, LLC | 58,316 | $9.87M | 3.12% | −729−1.2% | Reduced |
| Leavell Investment Management, Inc. | 58,237 | $9.85M | 0.73% | −2,012−3.3% | Reduced |
| First National Trust Co | 58,033 | $9.82M | 0.59% | +285+0.5% | Added |
| Schnieders Capital Management LLC | 58,032 | $9.82M | 2.64% | −369−0.6% | Reduced |
| Yost Capital Management, LP | 57,976 | $9.81M | 9.91% | 00.0% | Unchanged |
| Janney Capital Management LLC | 57,965 | $9.81M | 0.66% | +4,401+8.2% | Added |
| Forbes J M & Co LLP | 57,908 | $9.80M | 1.24% | +54,729+1,721.6% | Added |
| South State Corp. | 57,667 | $9.76M | 0.82% | −160−0.3% | Reduced |
| Telemus Capital, LLC | 57,383 | $9.71M | 0.82% | +706+1.2% | Added |
| Country Club Trust Company, n.a. | 55,954 | $9.66M | 0.83% | +1,204+2.2% | Added |
| Toth Financial Advisory Corp | 56,774 | $9.60M | 1.46% | +521+0.9% | Added |
| Ameritas Investment Partners, Inc. | 56,711 | $9.59M | 0.35% | −159−0.3% | Reduced |
| BTC Capital Management, Inc. | 56,350 | $9.53M | 1.07% | −4,119−6.8% | Reduced |
| Bard Financial Services, Inc. | 56,153 | $9.50M | 0.84% | −500−0.9% | Reduced |
| Harbour Investments, Inc. | 56,139 | $9.50M | 0.30% | −764−1.3% | Reduced |
| Harbor Advisors LLC | 56,138 | $9.50M | 1.90% | 00.0% | Unchanged |
| Norris Perne & French LLP | 56,115 | $9.49M | 0.82% | +1,662+3.1% | Added |
| Blue Pool Management Ltd. | 56,072 | $9.49M | 0.68% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 55,124 | $9.48M | 1.86% | +86+0.2% | Added |
| Cigna Investments Inc | 55,815 | $9.44M | 0.71% | −1,042−1.8% | Reduced |
| Graypoint LLC | 55,777 | $9.44M | 1.16% | +224+0.4% | Added |
| AlphaCrest Capital Management LLC | 55,636 | $9.41M | 0.49% | +43,120+344.5% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 55,500 | $9.39M | 0.08% | +28,983+109.3% | Added |
| NBT Bank N A | 55,031 | $9.31M | 1.29% | −47−0.1% | Reduced |
| Olstein Capital Management, L.P. | 55,000 | $9.30M | 1.14% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 55,000 | $9.30M | 0.88% | 00.0% | Unchanged |
| City Holding Co | 54,848 | $9.28M | 1.59% | +1,158+2.2% | Added |
| Simmons Bank | 54,825 | $9.28M | 0.67% | +130.0% | Added |
| GHP Investment Advisors, Inc. | 54,812 | $9.27M | 0.73% | −485−0.9% | Reduced |
| Granite Investment Advisors, LLC | 54,680 | $9.25M | 1.50% | −1,529−2.7% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 54,591 | $9.23M | 2.99% | −150−0.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 54,468 | $9.21M | 2.53% | +846+1.6% | Added |
| Strategy Asset Managers LLC | 54,310 | $9.19M | 2.04% | −4,310−7.4% | Reduced |
| Alpha Cubed Investments, LLC | 54,039 | $9.14M | 0.69% | +4,906+10.0% | Added |
| Rothschild Investment Corp | 53,951 | $9.13M | 0.77% | −15,510−22.3% | Reduced |
| Nelson Capital Management, LLC | 53,886 | $9.12M | 1.81% | −262−0.5% | Reduced |
| Parkside Investments, LLC | 60,823 | $9.11M | 1.91% | +7,930+15.0% | Added |
| Karpas Strategies, LLC | 53,540 | $9.09M | 3.00% | −75−0.1% | Reduced |
| Trust Co of Toledo NA | 53,742 | $9.09M | 1.49% | −551−1.0% | Reduced |
| Point72 Hong Kong Ltd | 53,425 | $9.04M | 0.70% | +27,925+109.5% | Added |
| Meeder Asset Management Inc | 53,102 | $8.98M | 0.47% | −3,391−6.0% | Reduced |