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
- +324 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
- 153
- 1,077 more reduced
47 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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 4,731 | $733.0K | 0.03% | −80−1.7% | Reduced |
| Retirement Income Solutions, Inc | 4,730 | $733.0K | 0.20% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,735 | $733.0K | 0.09% | +542+12.9% | Added |
| FinTrust Capital Advisors, LLC | 4,743 | $735.0K | 0.18% | −1,294−21.4% | Reduced |
| Alps Advisors Inc | 4,749 | $736.0K | 0.01% | +320+7.2% | Added |
| Edgestream Partners, L.P. | 4,755 | $737.0K | 0.05% | −3,583−43.0% | Reduced |
| James Hambro & Partners | 4,758 | $738.0K | 0.05% | −1,639−25.6% | Reduced |
| Northwest Wealth Management, LLC | 4,768 | $738.0K | 0.34% | −11−0.2% | Reduced |
| Windsor Capital Management, LLC | 4,767 | $738.0K | 0.22% | +43+0.9% | Added |
| Intelligent Financial Strategies | 4,762 | $738.0K | 0.66% | +4,762 | New |
| Legacy Financial Advisors, Inc. | 4,780 | $740.0K | 0.17% | +689+16.8% | Added |
| Compass Financial Advisors LLC | 4,781 | $741.0K | 0.82% | +4,781 | New |
| RiverFront Investment Group, LLC | 4,800 | $743.0K | 0.02% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 4,820 | $746.0K | 0.36% | +4,820 | New |
| Orca Investment Management, LLC | 4,822 | $747.0K | 0.61% | −137−2.8% | Reduced |
| Ellevest, Inc. | 4,821 | $747.0K | 0.07% | +2,444+102.8% | Added |
| Fortem Financial Group, LLC | 4,849 | $751.0K | 0.34% | −87−1.8% | Reduced |
| Cornerstone Wealth Group, LLC | 4,856 | $752.0K | 0.13% | +462+10.5% | Added |
| KRS Capital Management, LLC | 4,861 | $752.0K | 0.64% | +4,861 | New |
| Pacific Sun Financial Corp | 4,869 | $754.0K | 0.40% | +853+21.2% | Added |
| Pacific Center for Financial Services | 4,889 | $757.0K | 0.30% | +5+0.1% | Added |
| Fosun International Ltd | 4,910 | $760.0K | 0.04% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 4,923 | $762.0K | 0.20% | −120−2.4% | Reduced |
| West Chester Capital Advisors, Inc | 4,932 | $764.0K | 0.52% | −125−2.5% | Reduced |
| First National Bank of Hutchinson | 4,939 | $765.0K | 0.44% | +55+1.1% | Added |
| Cardiff Park Advisors, LLC | 4,939 | $765.0K | 0.10% | +4,939 | New |
| Schneider Downs Wealth Management Advisors, LP | 4,949 | $767.0K | 0.18% | −13−0.3% | Reduced |
| Islay Capital Management, LLC | 4,951 | $767.0K | 0.58% | +384+8.4% | Added |
| Kercheville Advisors, LLC | 4,953 | $767.0K | 0.33% | +555+12.6% | Added |
| Kathleen S. Wright Associates Inc. | 4,949 | $767.0K | 0.56% | +4,949 | New |
| Verity Asset Management, Inc. | 4,960 | $768.0K | 0.45% | +614+14.1% | Added |
| Bennett Selby Investments LP | 4,973 | $770.0K | 0.44% | +114+2.3% | Added |
| Amica Retiree Medical Trust | 4,984 | $772.0K | 0.66% | +2,291+85.1% | Added |
| Future Fund LLC | 5,000 | $774.0K | 0.77% | +5,000 | New |
| Avestar Capital, LLC | 5,019 | $777.0K | 0.14% | −1,451−22.4% | Reduced |
| Foster Group, Inc. | 5,018 | $777.0K | 0.07% | −285−5.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,177 | $777.0K | 0.23% | +33+0.6% | Added |
| Spinnaker Investment Group, LLC | 5,180 | $777.0K | 0.27% | +5,180 | New |
| Horizon Investment Services, LLC | 5,036 | $780.0K | 0.36% | −300−5.6% | Reduced |
| Tiemann Investment Advisors, LLC | 5,038 | $780.0K | 0.33% | +55+1.1% | Added |
| Tru Independence Asset Management 2, LLC | 5,041 | $781.0K | 0.41% | +2,508+99.0% | Added |
| S.E.E.D. Planning Group LLC | 5,051 | $782.0K | 0.34% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 5,053 | $783.0K | 0.18% | +169+3.5% | Added |
| KCS Wealth Advisory | 5,059 | $784.0K | 0.31% | −125−2.4% | Reduced |
| Burton Enright Welch | 5,066 | $784.7K | 0.53% | +5,066 | New |
| Garrett Investment Advisors LLC | 5,081 | $787.0K | 0.20% | +437+9.4% | Added |
| Caxton Corp | 5,082 | $787.0K | 0.64% | +685+15.6% | Added |
| Peachtree Investment Partners, LLC | 5,095 | $789.0K | 0.33% | −637−11.1% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,120 | $793.0K | 0.55% | −5,000−49.4% | Reduced |
| PDS Planning, Inc | 5,121 | $793.0K | 0.15% | −1,107−17.8% | Reduced |
| Greatmark Investment Partners, Inc. | 5,136 | $795.0K | 0.13% | +41+0.8% | Added |
| Paloma Partners Management Co | 5,138 | $796.0K | 0.03% | +5,138 | New |
| Icon Wealth Partners, LLC | 5,151 | $798.0K | 0.08% | −6,152−54.4% | Reduced |
| Klingman & Associates, LLC | 5,157 | $799.0K | 0.07% | +125+2.5% | Added |
| KC Investment Advisors, LLC | 5,168 | $800.0K | 0.54% | −153−2.9% | Reduced |
| Paragon Private Wealth Management, LLC | 5,184 | $803.0K | 0.71% | +5,184 | New |
| TCI Wealth Advisors, Inc. | 5,203 | $806.0K | 0.12% | −351−6.3% | Reduced |
| Wealthquest Corp | 5,215 | $807.0K | 0.12% | −243−4.5% | Reduced |
| Little House Capital LLC | 5,214 | $808.0K | 0.43% | −7,831−60.0% | Reduced |
| Bellecapital International Ltd. | 5,251 | $813.0K | 0.23% | +280+5.6% | Added |
| Gradient Capital Advisors, LLC | 5,251 | $813.0K | 0.34% | +292+5.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,252 | $814.0K | 0.01% | +30+0.6% | Added |
| Econ Financial Services Corp | 5,261 | $815.0K | 0.62% | +5,261 | New |
| Avaii Wealth Management, LLC | 5,265 | $815.0K | 0.82% | +5,265 | New |
| High Net Worth Advisory Group LLC | 5,263 | $815.0K | 0.28% | +5,263 | New |
| GYL Financial Synergies, LLC | 5,270 | $816.0K | 0.22% | −256−4.6% | Reduced |
| Cordatus Wealth Management LLC | 5,275 | $817.0K | 0.24% | +5,275 | New |
| Corrigan Financial, Inc. | 5,279 | $817.7K | 0.24% | −159−2.9% | Reduced |
| Glen Eagle Advisors, LLC | 5,290 | $819.4K | 0.21% | +368+7.5% | Added |
| Ellis Investment Partners, LLC | 5,294 | $820.0K | 0.19% | +13+0.2% | Added |
| Platte River Wealth Advisors, LLC | 5,196 | $820.0K | 0.28% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,321 | $824.0K | 0.17% | +5,321 | New |
| Pinnacle Bancorp, Inc. | 5,324 | $825.0K | 0.29% | +125+2.4% | Added |
| Acorn Wealth Advisors, LLC | 5,333 | $826.0K | 0.52% | +50+0.9% | Added |
| Vivaldi Capital Management, LLC | 5,333 | $826.0K | 0.19% | +541+11.3% | Added |
| Valmark Advisers, Inc. | 5,339 | $827.0K | 0.01% | +234+4.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,356 | $830.0K | 0.00% | +21+0.4% | Added |
| Neumann Capital Management, LLC | 5,364 | $831.0K | 0.34% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 5,377 | $833.0K | 0.45% | −5,290−49.6% | Reduced |
| First Personal Financial Services | 5,378 | $833.0K | 0.19% | +116+2.2% | Added |
| Resource Consulting Group Inc | 5,384 | $834.0K | 0.29% | +5,384 | New |
| Financial Perspectives, Inc | 5,394 | $835.5K | 0.40% | 00.0% | Unchanged |
| Paradigm Financial Advisors, LLC | 5,404 | $837.0K | 0.19% | −192−3.4% | Reduced |
| PSI Advisors, LLC | 5,403 | $837.0K | 0.34% | +2,499+86.1% | Added |
| First Heartland Consultants, Inc. | 5,425 | $840.0K | 0.11% | −95−1.7% | Reduced |
| Chilton Investment Co LLC | 5,462 | $846.0K | 0.02% | −464−7.8% | Reduced |
| MTM Investment Management, LLC | 5,461 | $846.0K | 0.40% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5,469 | $847.0K | 0.15% | +277+5.3% | Added |
| Linscomb & Williams, Inc. | 5,476 | $848.0K | 0.04% | −237−4.1% | Reduced |
| West Family Investments, Inc. | 5,480 | $849.0K | 0.24% | +1,183+27.5% | Added |
| Oxford Financial Group Ltd | 5,495 | $851.0K | 0.10% | +240+4.6% | Added |
| S. Muoio & Co. LLC | 5,500 | $852.0K | 0.88% | 00.0% | Unchanged |
| Capital City Trust Co | 5,507 | $853.0K | 0.24% | +75+1.4% | Added |
| Monograph Wealth Advisors, LLC | 5,505 | $853.0K | 0.21% | +5,505 | New |
| Shulman DeMeo Asset Management LLC | 5,516 | $854.0K | 0.22% | +19+0.3% | Added |
| Sunbelt Securities, Inc. | 5,999 | $855.0K | 0.14% | +2,142+55.5% | Added |
| Pitti Group Wealth Management, LLC | 5,528 | $856.0K | 0.96% | +5,528 | New |
| Auxano Advisors, LLC | 5,534 | $857.0K | 0.38% | +253+4.8% | Added |
| Wealth Management Partners, LLC | 6,000 | $859.0K | 0.59% | +476+8.6% | Added |
| Profit Investment Management, LLC | 5,563 | $862.0K | 0.54% | +1,760+46.3% | Added |