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, Q4 2021
Institutional positions in Walt Disney Co as of Dec 31, 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
- 3,374
- +325 vs. Q3 2021
- Shares held
- 1.17B
- −9.44M (−0.8%) vs. Q3 2021
- Total value
- $181.8B
- −$18.2B (−9.1%) vs. Q3 2021
- New holders
- 477
- 1,524 more added
- Sold out
- 152
- 1,077 more reduced
48 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 3,179 | $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 | 3,298 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bickling Financial Services, Inc. | 4,104 | $636.0K | 0.31% | +301+7.9% | Added |
| 1620 Investment Advisors, Inc. | 4,106 | $636.0K | 0.71% | +4,106 | New |
| TFC Financial Management | 4,120 | $638.0K | 0.19% | +140+3.5% | Added |
| Bruni J V & Co | 4,126 | $639.0K | 0.08% | −128−3.0% | Reduced |
| Icapital Wealth LLC | 4,126 | $639.0K | 0.25% | +4,126 | New |
| McLean Asset Management Corp | 4,059 | $641.0K | 0.25% | −1,062−20.7% | Reduced |
| Crescent Capital Consulting, LLC | 4,145 | $642.0K | 0.11% | 00.0% | Unchanged |
| First Citizens Financial Corp | 4,159 | $644.0K | 0.47% | −33−0.8% | Reduced |
| Ssi Investment Management LLC | 4,159 | $644.0K | 0.04% | −10−0.2% | Reduced |
| Greenwich Wealth Management LLC | 4,161 | $645.0K | 0.05% | +315+8.2% | Added |
| Vectors Research Management, LLC | 4,172 | $646.0K | 0.14% | +194+4.9% | Added |
| Fortress Wealth Group, LLC | 4,388 | $646.0K | 0.48% | +412+10.4% | Added |
| Charter Oak Capital Management, LLC | 4,176 | $647.0K | 0.08% | +229+5.8% | Added |
| Advance Capital Management, Inc. | 4,192 | $649.0K | 0.13% | +4,192 | New |
| Source Financial Advisors LLC | 4,192 | $650.0K | 0.18% | −53−1.2% | Reduced |
| Northside Capital Management, LLC | 4,211 | $652.0K | 0.17% | −201−4.6% | Reduced |
| BCS Wealth Management | 4,209 | $652.0K | 0.23% | +355+9.2% | Added |
| Apexium Financial, LP | 4,218 | $653.0K | 0.34% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,226 | $655.0K | 0.15% | +333+8.6% | Added |
| Cooper/Haims Advisors, LLC | 4,241 | $657.0K | 0.40% | +100+2.4% | Added |
| Game Plan Financial Advisors, LLC | 4,249 | $658.0K | 0.35% | +7+0.2% | Added |
| Woodard & Co Asset Management Group Inc | 4,255 | $659.0K | 0.31% | −625−12.8% | Reduced |
| Foresight Wealth Management, LLC | 4,256 | $659.0K | 0.25% | −152−3.4% | Reduced |
| Probity Advisors, Inc. | 4,256 | $659.0K | 0.13% | +337+8.6% | Added |
| Parkside Advisors LLC | 4,264 | $660.0K | 0.20% | +1,635+62.2% | Added |
| Echo45 Advisors LLC | 4,263 | $660.0K | 0.53% | +4,263 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 4,268 | $661.0K | 0.36% | +220+5.4% | Added |
| Gryphon Financial Partners LLC | 4,270 | $662.0K | 0.13% | −630−12.9% | Reduced |
| Aufman Associates Inc | 4,274 | $662.0K | 0.49% | −8−0.2% | Reduced |
| S. R. Schill & Associates | 4,278 | $663.0K | 0.26% | −1,895−30.7% | Reduced |
| Reik & Co., LLC | 4,283 | $663.0K | 0.16% | −70−1.6% | Reduced |
| American State Bank (Iowa) | 4,281 | $663.1K | 0.46% | +101+2.4% | Added |
| Security Financial Services, INC. | 4,286 | $664.0K | 0.22% | +4,286 | New |
| Heron Bay Capital Management | 4,294 | $665.0K | 0.33% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,297 | $665.0K | 0.27% | +152+3.7% | Added |
| Wittenberg Investment Management, Inc. | 4,303 | $666.0K | 0.24% | 00.0% | Unchanged |
| New World Advisors LLC | 4,299 | $666.0K | 0.31% | +1,599+59.2% | Added |
| Jump Financial, LLC | 4,295 | $666.0K | 0.04% | +2,527+142.9% | Added |
| Merlin Capital LLC | 4,301 | $666.0K | 0.77% | +4,301 | New |
| Barber Financial Group, Inc. | 4,313 | $668.0K | 0.08% | −126−2.8% | Reduced |
| Tacita Capital Inc | 4,310 | $668.0K | 0.38% | 00.0% | Unchanged |
| Clean Yield Group | 4,334 | $671.0K | 0.22% | −25−0.6% | Reduced |
| Monticello Wealth Management, LLC | 4,335 | $671.0K | 0.06% | +437+11.2% | Added |
| Summit Financial Wealth Advisors, LLC | 4,308 | $671.0K | 0.13% | +557+14.8% | Added |
| Te Ahumairangi Investment Management Ltd | 4,329 | $671.0K | 0.09% | +1,700+64.7% | Added |
| Revolve Wealth Partners, LLC | 4,339 | $672.0K | 0.19% | +4,339 | New |
| Lee Capital Holdings LLC | 4,350 | $674.0K | 0.35% | +4,350 | New |
| Claraphi Advisory Network, LLC | 4,363 | $676.0K | 0.24% | −553−11.2% | Reduced |
| Keeley-Teton Advisors, LLC | 4,366 | $676.0K | 0.07% | −57−1.3% | Reduced |
| HHM Wealth Advisors, LLC | 4,386 | $679.0K | 0.16% | +532+13.8% | Added |
| Tyler-Stone Wealth Management | 4,381 | $679.0K | 0.36% | +4,381 | New |
| Patriot Investment Management Inc. | 4,391 | $680.0K | 0.06% | −453−9.4% | Reduced |
| Navalign, LLC | 4,388 | $680.0K | 0.27% | +2,859+187.0% | Added |
| Mathes Company, Inc. | 4,400 | $682.0K | 0.23% | −250−5.4% | Reduced |
| Segment Wealth Management, LLC | 4,403 | $682.0K | 0.07% | +350+8.6% | Added |
| Encompass Wealth Advisors, LLC | 4,400 | $682.0K | 0.17% | +1,250+39.7% | Added |
| Money Concepts Capital Corp | 4,408 | $683.0K | 0.06% | +4,408 | New |
| Manchester Financial Inc | 4,430 | $686.0K | 0.24% | +322+7.8% | Added |
| Wellspring Financial Advisors, LLC | 4,437 | $687.0K | 0.19% | +122+2.8% | Added |
| MPS Loria Financial Planners, LLC | 4,480 | $693.0K | 0.28% | −129−2.8% | Reduced |
| First Affirmative Financial Network | 4,473 | $693.0K | 0.63% | +293+7.0% | Added |
| Ironwood Financial, llc | 4,481 | $694.0K | 0.19% | 00.0% | Unchanged |
| Burt Wealth Advisors | 4,486 | $695.0K | 0.23% | 00.0% | Unchanged |
| Affiance Financial, LLC | 4,489 | $695.0K | 0.29% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 4,487 | $695.0K | 0.80% | +4,487 | New |
| Centric Wealth Management | 4,493 | $696.0K | 0.23% | −61−1.3% | Reduced |
| Shay Capital LLC | 4,500 | $697.0K | 0.26% | −1,500−25.0% | Reduced |
| My Personal CFO, LLC | 4,503 | $697.0K | 0.61% | +4,503 | New |
| Hall Kathryn A. | 4,504 | $698.0K | 0.16% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 4,504 | $698.0K | 0.12% | 00.0% | Unchanged |
| Diversified, LLC | 4,513 | $699.0K | 0.30% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 4,522 | $700.0K | 0.23% | 00.0% | Unchanged |
| Marotta Asset Management | 4,530 | $701.6K | 0.16% | +47+1.0% | Added |
| Tarbox Family Office, Inc. | 4,545 | $704.0K | 0.12% | −1,212−21.1% | Reduced |
| F/M Investments LLC | 4,544 | $704.0K | 0.52% | 00.0% | Unchanged |
| SP Asset Management | 4,882 | $705.0K | 0.07% | +307+6.7% | Added |
| Golden State Equity Partners | 4,571 | $708.0K | 0.36% | −1,877−29.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,569 | $708.0K | 0.19% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 4,579 | $709.0K | 0.41% | +37+0.8% | Added |
| Wealth Architects, LLC | 4,593 | $711.0K | 0.12% | −78−1.7% | Reduced |
| Cottage Street Advisors LLC | 4,610 | $714.0K | 0.40% | −1,686−26.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,611 | $714.0K | 0.35% | +673+17.1% | Added |
| Hixon Zuercher, LLC | 4,618 | $715.0K | 0.36% | +100+2.2% | Added |
| Cornerstone National Bank & Trust Co | 4,633 | $717.6K | 0.31% | −219−4.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 4,642 | $719.0K | 0.10% | +10+0.2% | Added |
| MJP Associates Inc | 4,587 | $719.0K | 0.22% | −23−0.5% | Reduced |
| Brookfield Asset Management Inc. | 4,644 | $719.0K | 0.00% | +4,644 | New |
| Riverwater Partners LLC | 4,662 | $722.0K | 0.64% | +4,662 | New |
| Wealth Advisors of Iowa, LLC | 4,666 | $723.0K | 0.40% | −40−0.8% | Reduced |
| Karn, Couzens & Associates, Inc. | 4,671 | $723.0K | 0.50% | +1,496+47.1% | Added |
| Laraway Financial Inc | 4,670 | $723.0K | 0.65% | +4,670 | New |
| Premier Asset Management LLC | 4,680 | $725.0K | 0.13% | −640−12.0% | Reduced |
| Curated Wealth Partners LLC | 4,698 | $727.0K | 0.24% | −61−1.3% | Reduced |
| SkyOak Wealth, LLC | 4,693 | $727.0K | 0.18% | +520+12.5% | Added |
| Cannon Financial Strategists, Inc. | 4,694 | $727.1K | 0.26% | −257−5.2% | Reduced |
| Periscope Capital Inc. | 4,707 | $728.0K | 0.02% | +4,707 | New |
| Garner Asset Management Corp | 4,705 | $729.0K | 0.31% | +395+9.2% | Added |
| Old National Bancorp | 4,709 | $730.0K | 0.03% | −324−6.4% | Reduced |
| South Street Advisors LLC | 4,710 | $730.0K | 0.13% | 00.0% | Unchanged |
| MBA Advisors LLC | 4,715 | $730.0K | 0.45% | +578+14.0% | Added |