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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 53,074 | $8.98M | 1.99% | +443+0.8% | Added |
| Caldwell Trust Co | 53,028 | $8.97M | 1.13% | +2,296+4.5% | Added |
| Tudor Investment Corp Et Al | 52,856 | $8.94M | 0.18% | +22,911+76.5% | Added |
| Madison Asset Management, LLC | 52,766 | $8.93M | 0.12% | +1,334+2.6% | Added |
| Winslow Asset Management Inc | 52,694 | $8.91M | 1.72% | −980−1.8% | Reduced |
| WealthBridge Investment Counsel Inc. | 52,681 | $8.91M | 4.00% | −1,786−3.3% | Reduced |
| Clearstead Advisors, LLC | 52,374 | $8.86M | 0.66% | −1,140−2.1% | Reduced |
| Wendell David Associates Inc | 52,305 | $8.85M | 0.99% | 00.0% | Unchanged |
| Twin Capital Management Inc | 52,142 | $8.82M | 0.90% | −3,763−6.7% | Reduced |
| Community Financial Services Group, LLC | 52,067 | $8.81M | 2.40% | −605−1.1% | Reduced |
| Frontier Wealth Management LLC | 51,897 | $8.78M | 0.61% | −1,695−3.2% | Reduced |
| Citizens National Bank Trust Department | 51,879 | $8.78M | 2.49% | +1,415+2.8% | Added |
| Pinpoint Asset Management Ltd | 50,100 | $8.74M | 3.21% | −45,700−47.7% | Reduced |
| Stonebridge Capital Management Inc | 51,561 | $8.72M | 3.20% | −500−1.0% | Reduced |
| Motco | 51,479 | $8.71M | 0.57% | +216+0.4% | Added |
| Wade G W & Inc | 51,477 | $8.71M | 0.41% | +1,881+3.8% | Added |
| Kdi Capital Partners LLC | 51,402 | $8.70M | 3.00% | +1,199+2.4% | Added |
| North Growth Management Ltd. | 51,000 | $8.69M | 1.53% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 51,329 | $8.68M | 0.53% | −957−1.8% | Reduced |
| IBM Retirement Fund | 51,298 | $8.68M | 0.68% | +112+0.2% | Added |
| Cramer Rosenthal McGlynn LLC | 50,843 | $8.60M | 0.29% | +1,564+3.2% | Added |
| Sara-Bay Financial | 50,697 | $8.58M | 3.36% | +1,543+3.1% | Added |
| Calamos Wealth Management LLC | 50,169 | $8.49M | 0.69% | −2,206−4.2% | Reduced |
| Bank of the West | 50,000 | $8.46M | 0.88% | +3,037+6.5% | Added |
| Gabalex Capital Management LLC | 50,000 | $8.46M | 3.91% | +20,000+66.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,998 | $8.46M | 0.53% | −5,000−9.1% | Reduced |
| Siemens Fonds Invest GmbH | 49,836 | $8.43M | 0.56% | +2,143+4.5% | Added |
| Kinneret Advisory, LLC | 49,782 | $8.42M | 0.99% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 49,787 | $8.42M | 1.83% | +3,601+7.8% | Added |
| Moody Lynn & Lieberson, LLC | 49,762 | $8.42M | 0.63% | −654−1.3% | Reduced |
| Everence Capital Management Inc | 49,452 | $8.37M | 0.69% | +170+0.3% | Added |
| TLW Wealth Management, LLC | 49,399 | $8.36M | 4.57% | +375+0.8% | Added |
| River Wealth Advisors LLC | 49,285 | $8.34M | 1.43% | +1,953+4.1% | Added |
| Alerus Financial NA | 49,103 | $8.31M | 0.76% | +233+0.5% | Added |
| Vision Capital Management, Inc. | 48,992 | $8.29M | 1.35% | +185+0.4% | Added |
| Independent Investors Inc | 48,965 | $8.28M | 2.06% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 48,926 | $8.28M | 0.24% | +7,488+18.1% | Added |
| Mercer Capital Advisers, Inc. | 48,861 | $8.27M | 4.42% | −1,405−2.8% | Reduced |
| Security National Bank | 48,825 | $8.26M | 2.07% | +2,545+5.5% | Added |
| Columbia Asset Management | 48,695 | $8.24M | 1.81% | −279−0.6% | Reduced |
| Q Capital Solutions | 48,548 | $8.21M | 6.02% | +7,640+18.7% | Added |
| Ar Asset Management Inc | 48,529 | $8.21M | 2.30% | −150−0.3% | Reduced |
| Allstate Corp | 48,496 | $8.20M | 0.34% | −3,660−7.0% | Reduced |
| Shufro Rose & Co LLC | 48,372 | $8.18M | 0.64% | −878−1.8% | Reduced |
| GWM Advisors LLC | 48,198 | $8.15M | 0.20% | +10,001+26.2% | Added |
| Riverpark Capital Management LLC | 48,124 | $8.14M | 2.88% | +13,705+39.8% | Added |
| Blume Capital Management, Inc. | 48,031 | $8.13M | 2.97% | +160+0.3% | Added |
| Providence Capital Advisors, LLC | 48,016 | $8.12M | 2.53% | +2,792+6.2% | Added |
| Lido Advisors, LLC | 47,855 | $8.10M | 0.18% | −16,275−25.4% | Reduced |
| Van Strum & Towne Inc. | 47,724 | $8.07M | 3.18% | −150−0.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,595 | $8.05M | 0.85% | +305+0.6% | Added |
| Princeton Capital Management LLC | 47,538 | $8.04M | 2.56% | +180+0.4% | Added |
| Levin Capital Strategies, L.P. | 47,475 | $8.03M | 0.82% | −201−0.4% | Reduced |
| Lafayette Investments, Inc. | 47,333 | $8.01M | 2.17% | +115+0.2% | Added |
| Fulcrum Capital LLC | 47,243 | $7.99M | 1.91% | +1,042+2.3% | Added |
| Key Financial Inc | 47,152 | $7.98M | 4.51% | −100−0.2% | Reduced |
| Motley Fool Asset Management LLC | 47,027 | $7.96M | 0.52% | +1,924+4.3% | Added |
| Permanens Capital L.P. | 46,966 | $7.95M | 1.44% | +3,106+7.1% | Added |
| Novare Capital Management LLC | 46,740 | $7.91M | 0.88% | +3,302+7.6% | Added |
| Shelton Capital Management | 46,658 | $7.89M | 0.31% | 00.0% | Unchanged |
| Sepio Capital, LP | 46,540 | $7.87M | 0.66% | +7,082+17.9% | Added |
| Koshinski Asset Management, Inc. | 46,461 | $7.86M | 0.68% | +5,664+13.9% | Added |
| Adell Harriman & Carpenter Inc | 46,225 | $7.82M | 0.81% | −1,207−2.5% | Reduced |
| PFS Investments Inc. | 43,981 | $7.78M | 0.16% | +11,474+35.3% | Added |
| Ameritas Investment Company, LLC | 45,895 | $7.76M | 0.36% | +23,037+100.8% | Added |
| Broderick Brian C | 45,781 | $7.75M | 2.07% | +5,077+12.5% | Added |
| Zeno Research, LLC | 45,771 | $7.74M | 6.13% | +45,771 | New |
| Kidder Stephen W | 45,730 | $7.74M | 2.43% | +156+0.3% | Added |
| Duality Advisers, LP | 45,727 | $7.74M | 0.59% | +39,044+584.2% | Added |
| Gluskin Sheff & Assoc Inc | 45,678 | $7.73M | 0.32% | +599+1.3% | Added |
| Violich Capital Management, Inc. | 45,619 | $7.72M | 1.24% | +1,685+3.8% | Added |
| swisspartners Advisors Ltd | 45,528 | $7.70M | 5.41% | +8,480+22.9% | Added |
| CAPROCK Group, Inc. | 45,444 | $7.69M | 0.69% | +1,086+2.4% | Added |
| Exchange Capital Management, Inc. | 45,379 | $7.68M | 1.49% | −1,280−2.7% | Reduced |
| Brookstone Capital Management | 44,370 | $7.67M | 0.14% | −1,517−3.3% | Reduced |
| Harbor Investment Advisory, LLC | 45,272 | $7.66M | 1.04% | +1,580+3.6% | Added |
| Steel Peak Wealth Management LLC | 45,096 | $7.63M | 0.52% | −8,782−16.3% | Reduced |
| Keeler Thomas Management LLC | 45,004 | $7.62M | 3.63% | +2,013+4.7% | Added |
| Essex Investment Management Co LLC | 45,016 | $7.62M | 0.93% | −91−0.2% | Reduced |
| Avalon Global Asset Management LLC | 45,000 | $7.61M | 2.61% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 44,940 | $7.60M | 0.69% | −1,774−3.8% | Reduced |
| Alpha Omega Wealth Management LLC | 44,931 | $7.60M | 1.24% | −946−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 44,868 | $7.59M | 0.10% | +13,198+41.7% | Added |
| Farmers National Bank | 41,881 | $7.59M | 3.02% | +1,800+4.5% | Added |
| Sonora Investment Management, LLC | 44,661 | $7.55M | 0.95% | +3,898+9.6% | Added |
| Hudson Valley Investment Advisors Inc | 44,442 | $7.52M | 1.29% | +193+0.4% | Added |
| Security National Trust Co | 42,670 | $7.50M | 1.74% | 00.0% | Unchanged |
| Hutchinson Capital Management | 44,247 | $7.49M | 1.81% | +146+0.3% | Added |
| Puzo Michael J | 43,966 | $7.44M | 2.36% | +180+0.4% | Added |
| Hartford Financial Management Inc. | 43,900 | $7.43M | 1.89% | −218−0.5% | Reduced |
| Patten & Patten Inc | 43,856 | $7.42M | 0.56% | +272+0.6% | Added |
| Atwater Malick LLC | 43,802 | $7.41M | 3.92% | +965+2.3% | Added |
| Ziegler Capital Management, LLC | 43,785 | $7.41M | 0.27% | −8,895−16.9% | Reduced |
| Parus Finance (UK) Ltd | 43,765 | $7.40M | 2.13% | −7,100−14.0% | Reduced |
| Chapman Investment Management, LLC | 43,675 | $7.39M | 3.83% | +4,051+10.2% | Added |
| Alexandria Capital, LLC | 43,583 | $7.37M | 0.68% | +1,158+2.7% | Added |
| Perennial Advisors, LLC | 43,574 | $7.37M | 2.17% | +1,229+2.9% | Added |
| Massmutual Trust Co FSB | 43,508 | $7.36M | 0.30% | +4,887+12.7% | Added |
| Hoylecohen, LLC | 43,401 | $7.34M | 0.70% | +100+0.2% | Added |
| Marietta Wealth Management, LLC | 43,277 | $7.32M | 1.60% | +2,180+5.3% | Added |