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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.

Q4 2021 vs. Q3 2021

How the institutions holding Walt Disney Co changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of DIS: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders3,097483,374+325
Shares1.18B1.86M1.17B−9.44M (−0.8%)
Value$200.3B$314.1M$181.8B−$18.2B (−9.1%)

48 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (477)

Institutions that held Walt Disney Co at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 477 by value.

Institutions new to DIS in Q4 2021
InstitutionSharesValue% of portfolio
National Bank of Canada1,029,969$156.9M0.66%
Allspring Global Investments Holdings, LLC638,699$98.9M0.11%
TD Waterhouse Canada Inc.520,623$87.4M0.85%
Artisan Partners Limited Partnership511,303$79.2M0.09%
Fernbridge Capital Management LP471,029$73.0M7.27%
BSN Capital Partners Ltd331,932$51.4M3.27%
Yousif Capital Management, LLC282,531$43.8M0.45%
Stonegate Investment Group, LLC239,562$37.1M1.56%
Tobias Financial Advisors, Inc.190,289$29.5M2.32%
Lewis Capital Management, LLC175,343$27.2M28.47%
LGT Group Foundation166,306$25.8M0.66%
Mill Capital Management, LLC156,645$24.3M2.48%
Washington Trust Advisors, Inc.153,854$23.8M1.61%
Holocene Advisors, LP150,757$23.4M0.12%
Journey Strategic Wealth LLC142,312$22.0M2.29%
B. Metzler seel. Sohn & Co. AG131,334$20.5M0.27%
Arvest Trust Co N A127,091$19.7M1.04%
Point72 Asset Management, L.P.115,780$17.9M0.08%
NorthCrest Asset Manangement, LLC101,217$16.0M0.88%
MMBG Investment Advisors Co.94,815$14.7M1.41%
Industrial Alliance Investment Management Inc.83,583$12.9M0.30%
Galibier Capital Management Ltd.78,548$12.2M1.74%
Force Hill Capital Management LP77,160$12.0M3.55%
Iyo Bank, Ltd.75,940$11.8M3.59%
Congress Wealth Management LLC69,293$10.7M0.21%
Baader Bank INC54,000$8.36M0.66%
Desjardins Global Asset Management Inc.51,672$8.00M0.69%
CWM, LLC51,572$7.99M0.06%
Yarbrough Capital, LLC47,781$7.40M0.40%
Ameritas Advisory Services, LLC47,548$7.37M0.27%
Sonora Investment Management Group, LLC47,391$7.34M0.85%
IMC-Chicago, LLC46,116$7.14M0.29%
HRT Financial LP42,304$6.55M0.04%
Altrafin AG40,617$6.29M2.27%
Fluent Financial, LLC39,642$6.14M2.50%
Pariax, LLC38,998$6.04M5.90%
Account Management LLC37,903$5.87M5.07%
CoreCap Advisors, LLC37,455$5.80M0.39%
Occudo Quantitative Strategies LP37,197$5.76M0.51%
Radnor Capital Management, LLC35,262$5.46M1.35%
American Trust35,015$5.42M0.41%
MYDA Advisors LLC35,000$5.42M1.70%
IPG Investment Advisors LLC33,254$5.15M0.93%
Regatta Capital Group, LLC32,707$5.07M1.77%
Axxcess Wealth Management, LLC32,617$5.05M0.38%
Clearline Capital LP31,234$4.84M0.66%
William Allan, LLC30,584$4.74M3.37%
Otter Creek Advisors, LLC30,000$4.65M4.36%
AAFMAA Wealth Management & Trust LLC30,000$4.65M2.02%
HB Wealth Management, LLC29,901$4.63M0.09%
McBroom & Associates, LLC29,490$4.57M3.44%
Parkwood LLC28,361$4.39M0.78%
Bill Few Associates, Inc.27,541$4.27M2.21%
Audent Global Asset Management, LLC27,357$4.24M1.77%
ICICI Prudential Asset Management Co Ltd27,000$4.18M0.52%
Concorde Financial Corp26,726$4.16M2.61%
M. Kulyk & Associates, LLC26,245$4.07M1.05%
Mason & Associates Inc25,798$4.00M1.21%
Wintrust Investments LLC25,177$3.90M0.37%
Castleview Partners, LLC592,664$3.83M0.03%
Amitell Capital Pte Ltd23,704$3.67M2.55%
Balyasny Asset Management LLC23,429$3.63M0.02%
CV Advisors LLC22,980$3.56M2.03%
Riverview Capital Advisers, LLC22,383$3.47M1.54%
Ardent Capital Management, Inc.22,327$3.46M2.30%
Perfromance Wealth Partners, LLC21,788$3.38M0.14%
Helios Capital Management Pte. Ltd21,650$3.35M3.04%
Herbst Group, LLC21,177$3.28M2.02%
Autumn Glory Partners, LLC21,089$3.27M1.36%
RS Crum Inc.20,643$3.20M1.77%
Lee Johnson Capital Management, LLC20,617$3.19M2.62%
Forum Financial Management, LP20,352$3.15M0.16%
Watershed Asset Management, L.L.C.20,150$3.12M2.81%
Triangle Securities Wealth Management20,029$3.10M0.97%
Naviter Wealth, LLC19,970$3.09M0.92%
Western Wealth Management, LLC19,728$3.06M0.30%
Alan B. Lancz & Associates, Inc.19,714$3.05M2.67%
Quantum Private Wealth, LLC19,483$3.02M1.14%
Laidlaw Wealth Management LLC19,376$3.00M0.48%
Mount Capital Ltd19,200$2.97M0.82%
Mass Ave Global Inc.19,082$2.96M1.55%
Gordian Capital Singapore Pte Ltd18,926$2.93M2.34%
Oak Harbor Wealth Partners, LLC18,821$2.92M1.00%
Generali Powszechne Towarzystwo Emerytalne18,756$2.91M2.77%
Pitcairn Co18,742$2.90M0.19%
Abeille Asset Management SA18,681$2.89M0.67%
Glassy Mountain Advisors, Inc.18,500$2.87M1.48%
Gould Capital, LLC18,101$2.80M1.96%
Lake Street Advisors Group, LLC17,798$2.76M0.17%
Ascent Group, LLC19,858$2.73M0.35%
C2C Wealth Management, LLC17,556$2.72M0.39%
Phraction Management LLC17,512$2.71M1.64%
Horizon Wealth Management, LLC17,373$2.69M0.78%
Linker Capital Management Inc.17,218$2.67M2.56%
Enhancing Capital LLC17,200$2.66M2.89%
Lynch Asset Management, Inc.17,175$2.66M1.85%
Buttonwood Financial Advisors Inc.17,117$2.65M2.59%
Connectus Wealth, LLC17,012$2.63M0.10%
Lombard Odier Asset Management (Europe) Ltd16,538$2.56M0.12%
MSH Capital Advisors LLC16,207$2.51M1.12%

Sold out (152)

Institutions that held Walt Disney Co at the end of Q3 2021 and filed for Q4 2021 without it.

Showing the largest 100 of 152 by value.

Institutions that sold out of DIS in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Capital Research Global Investors1,231,575$208.3M
Taconic Capital Advisors LP1,084,500$183.5M
Ontario Teachers Pension Plan Board594,217$100.5M
AMP Capital Investors Ltd427,437$72.3M
Clal Insurance Enterprises Holdings Ltd300,000$50.8M
Lord, Abbett & Co. LLC278,627$47.1M
Fullerton Fund Management Co Ltd.212,308$35.9M
Junto Capital Management LP136,472$23.1M
ExodusPoint Capital Management, LP118,075$20.0M
AO Asset Management, LP98,500$16.7M
Achmea Investment Management B.V.93,214$15.8M
Velanne Asset Management Ltd91,529$15.5M
UBS Oconnor LLC75,000$12.7M
Alyeska Investment Group, L.P.75,000$12.7M
HAP Trading, LLC74,518$12.6M
Sawgrass Asset Management LLC73,266$12.4M
Capital Fund Management S.A.72,050$12.2M
AMS Capital Ltda70,000$11.8M
Capula Management Ltd62,796$10.6M
Taylor, Cottrill, Erickson & Associates, Inc.62,665$10.6M
Nippon Life Global Investors Americas, Inc.60,460$10.2M
Channing Capital Management, LLC59,047$9.99M
Blue Pool Management Ltd.56,072$9.49M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group43,000$7.27M
McDonald Partners LLC37,763$6.39M
Geneva Partners, LLC37,483$6.34M
Arrow Capital Management, LLC35,898$6.07M
Picton Mahoney Asset Management34,570$5.85M
Myriad Asset Management Ltd.32,700$5.53M
HBK Investments L P30,163$5.10M
Discovery Capital Management, LLC29,500$4.99M
NatWest Group plc26,543$4.49M
Two Sigma Investments, LP26,155$4.42M
Longitude (Cayman) Ltd.25,200$4.26M
Monetta Financial Services Inc25,000$4.23M
Intrinsic Edge Capital Management LLC25,000$4.23M
Absoluto Partners Gestao de Recursos Ltda24,493$4.14M
Accuvest Global Advisors20,147$3.48M
Dynamic Technology Lab Private Ltd19,510$3.30M
Covenant Asset Management, LLC17,425$2.95M
Strategic Global Advisors, LLC17,053$2.88M
Threadgill Financial, LLC15,906$2.79M
Oliver Luxxe Assets LLC15,681$2.65M
Birch Grove Capital LP15,650$2.65M
Virtu Financial LLC15,613$2.64M
Friess Associates LLC13,232$2.24M
Capstone Triton Financial Group, LLC12,504$2.15M
Fortis Capital Management LLC11,973$2.02M
Quadrature Capital Ltd11,396$1.93M
Northeast Financial Group, Inc.11,293$1.91M
Sovarnum Capital L.P.11,000$1.86M
Bramshill Investments, LLC8,815$1.49M
Bassett Hargrove Investment Counsel, LLC8,102$1.42M
Simplex Trading, LLC7,585$1.34M
Stone Run Capital, LLC7,759$1.31M
AdvisorShares Investments LLC7,041$1.19M
Capital Markets Trading UK LLP6,372$1.10M
Aft, Forsyth & Sober, LLC6,400$1.08M
MCF Advisors LLC6,040$1.02M
Ulysses Management LLC5,500$930.0K
Symmetry Investments LP5,000$846.0K
Enlightenment Research, LLC4,800$812.0K
Bingham Osborn & Scarborough LLC4,177$707.0K
Neo Ivy Capital Management6,268$699.0K
Cliftonlarsonallen Wealth Advisors, LLC3,800$643.0K
Weiss Multi-Strategy Advisers LLC3,769$638.0K
qPULA Trading Management LP3,574$605.0K
QVR LLC3,489$590.0K
Birch Run Capital Advisors, LP3,400$575.0K
Ninepoint Partners LP2,815$476.0K
Machina Capital S.A.S.2,799$474.0K
Everhart Financial Group, Inc.2,803$474.0K
Mosaic Advisors LLC2,781$470.0K
Monument Capital Management2,691$455.0K
G&S Capital LLC2,535$429.0K
Fred Alger Management, LLC2,520$426.0K
Riverpoint Wealth Management Holdings, LLC2,372$401.0K
Veritas Investment Management (UK) Ltd2,234$378.0K
Corbett Road Capital Management, LLC2,205$373.0K
San Luis Wealth Advisors LLC2,189$370.0K
CastleArk Alternatives, LLC2,000$338.0K
Centiva Capital, LP1,981$335.0K
Brio Consultants, LLC1,983$335.0K
Concorde Asset Management, LLC1,838$311.0K
Clear Street Markets LLC1,829$309.0K
GenTrust, LLC1,755$297.0K
Fiducient Advisors LLC1,726$292.0K
Juncture Wealth Strategies, LLC1,710$289.0K
Appleton Group, LLC1,672$283.0K
David J Yvars Group1,592$280.0K
Ergoteles LLC1,627$275.0K
MinichMacGregor Wealth Management, LLC1,629$275.0K
Brasada Capital Management, LP1,605$272.0K
Verity & Verity, LLC1,571$267.0K
High Pines Wealth Management, LLC1,572$266.0K
BancorpSouth Bank1,551$263.0K
Beirne Wealth Consulting Services, LLC1,526$258.0K
Gateway Advisory, LLC1,515$256.0K
Paragon Capital Management LLC1,497$253.0K
Crabel Capital Management, LLC1,485$251.0K

Not filed for Q4 2021 yet (48)

Institutions that held Walt Disney Co at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DIS in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Farr Miller & Washington LLC202,653$34.3M
Marshall Wace North America L.P.180,979$30.6M
Qci Asset Management Inc166,939$28.2M
Arvest Bank Trust Division129,287$21.9M
B. Metzler seel. Sohn & Co. Holding AG118,210$20.0M
BBVA USA112,494$19.0M
Hexavest Inc.104,161$17.6M
HighPoint Advisor Group LLC76,539$12.9M
Granite Investment Advisors, LLC54,680$9.25M
Kdi Capital Partners LLC51,402$8.70M
Mercer Capital Advisers, Inc.48,861$8.27M
Ameritas Investment Company, LLC45,895$7.76M
Sonora Investment Management, LLC44,661$7.55M
Security National Trust Co42,670$7.50M
Alexandria Capital, LLC43,583$7.37M
World Asset Management Inc42,912$7.26M
Old Dominion Capital Management Inc40,294$6.82M
Psagot Investment House Ltd.37,452$6.34M
Unified Trust Company, N.A.32,158$5.44M
Wealth Advisory Solutions, LLC32,058$5.42M
Mid Atlantic Financial Management Inc30,304$5.13M
Fma Advisory Inc30,076$5.09M
Homrich & Berg25,281$4.28M
Professional Planning22,215$3.76M
Optimal Asset Management, Inc.20,948$3.54M
Eudaimonia Partners, LLC18,661$3.16M
NorthCoast Asset Management LLC18,181$3.08M
Berman Capital Advisors, LLC12,492$2.11M
Landsberg, Bennett, & Dubbaneh LLC8,107$1.43M
Cascadia Advisory Services, LLC8,202$1.39M
Harbor Financial Services, LLC5,772$976.0K
Green Harvest Asset Management LLC5,316$966.0K
Wealth Quarterback LLC12,258$876.0K
Swaine & Leidel Wealth Services, LLC5,171$874.0K
Cardan Capital Partners, LLC4,913$831.0K
Advus Financial Partners, LLC5,056$783.2K
Derby & Company, Inc4,291$726.0K
Covenant Multifamily Offices, LLC3,475$607.0K
CAMG Solamere Management, LLC2,146$362.0K
Rinet Co LLC2,108$357.0K
Newport Wealth Strategies, Inc.1,904$322.0K
Spotlight Asset Group, Inc.1,486$251.0K
BFT Financial Group, LLC1,260$213.0K
Elevated Capital Advisors, LLC1,213$205.0K
Hochman Cole Investment Advisors, Inc.1,188$201.0K
Heritage Wealth Management, LLC1,046$177.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA890$150.6K
Filbrandt Wealth Management, LLC5$1.00K