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 |
|---|---|---|---|---|---|
| Maple Capital Management, Inc. | 5,571 | $863.0K | 0.09% | −268−4.6% | Reduced |
| LCM Capital Management Inc | 5,573 | $863.0K | 0.67% | +210+3.9% | Added |
| Paragon Capital Management Ltd | 5,579 | $864.0K | 0.14% | +200+3.7% | Added |
| Plancorp, LLC | 5,590 | $866.0K | 0.05% | −551−9.0% | Reduced |
| Cardinal Strategic Wealth Guidance | 5,586 | $866.0K | 0.40% | −60−1.1% | Reduced |
| Granger Management LLC | 5,606 | $868.0K | 0.14% | 00.0% | Unchanged |
| Peterson Wealth Management | 5,607 | $868.0K | 0.58% | −67−1.2% | Reduced |
| Summit Financial Strategies, Inc. | 5,620 | $870.0K | 0.17% | +45+0.8% | Added |
| FirstPurpose Wealth LLC | 5,627 | $872.0K | 0.55% | +5,627 | New |
| CenterStar Asset Management, LLC | – | $873.0K | 0.67% | – | – |
| Tobam | 5,635 | $873.0K | 0.04% | −356−5.9% | Reduced |
| Youngs Advisory Group, Inc. | 5,642 | $874.0K | 0.55% | 00.0% | Unchanged |
| TSFG, LLC | 5,654 | $876.0K | 0.30% | +187+3.4% | Added |
| Prosperity Consulting Group, LLC | 6,140 | $876.0K | 0.66% | +6,140 | New |
| High Pointe Capital Management LLC | 5,668 | $878.0K | 0.59% | +963+20.5% | Added |
| Baystate Wealth Management LLC | 5,673 | $879.0K | 0.08% | +140+2.5% | Added |
| IFG Advisors, LLC | 5,691 | $881.0K | 0.37% | −197−3.3% | Reduced |
| Dorchester Wealth Management Co | 5,703 | $883.0K | 0.18% | +1,138+24.9% | Added |
| Zullo Investment Group, Inc. | 5,699 | $883.0K | 0.45% | +5,699 | New |
| Benchmark Investment Advisors LLC | 5,698 | $883.0K | 0.73% | +5,698 | New |
| Columbia Trust Co 01012016 | 5,223 | $884.0K | 0.47% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,706 | $884.0K | 0.22% | +806+16.4% | Added |
| Saxon Interests, Inc. | 5,606 | $884.0K | 0.50% | +5,606 | New |
| Center for Financial Planning, Inc. | 5,714 | $885.0K | 0.18% | +16+0.3% | Added |
| Sigma Investment Counselors Inc | 5,722 | $886.0K | 0.06% | +167+3.0% | Added |
| Morris Retirement Advisors, LLC | 5,721 | $886.0K | 0.69% | +844+17.3% | Added |
| Brooks, Moore & Associates, Inc. | 5,724 | $887.0K | 0.52% | −125−2.1% | Reduced |
| Childress Capital Advisors, LLC | 5,724 | $887.0K | 0.37% | +1,760+44.4% | Added |
| Thompson Investment Management, Inc. | 5,736 | $888.0K | 0.13% | −165−2.8% | Reduced |
| JBJ Investment Partners, LLC | 5,752 | $891.0K | 0.18% | −2,347−29.0% | Reduced |
| O'Dell Group, LLC | 5,780 | $895.0K | 0.26% | +222+4.0% | Added |
| Key Client Fiduciary Advisors, LLC | 5,778 | $895.0K | 0.75% | +5,778 | New |
| Smithbridge Asset Management Inc | 5,783 | $896.0K | 0.27% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 5,791 | $897.0K | 0.03% | +5,791 | New |
| Wilkins Investment Counsel Inc | 5,800 | $898.0K | 0.20% | 00.0% | Unchanged |
| Aire Advisors, LLC | 5,803 | $898.0K | 0.39% | +5,803 | New |
| Orrstown Financial Services Inc | 5,740 | $906.0K | 1.38% | +23+0.4% | Added |
| Tectonic Advisors LLC | 5,849 | $906.0K | 0.16% | +650+12.5% | Added |
| Fiera Capital Corp | 5,861 | $907.0K | 0.00% | −2,432−29.3% | Reduced |
| Abner Herrman & Brock LLC | 5,877 | $910.0K | 0.12% | −405−6.4% | Reduced |
| Keebeck Wealth Management, LLC | 5,875 | $910.0K | 0.16% | −189−3.1% | Reduced |
| Barton Investment Management | 5,879 | $911.0K | 0.08% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 5,882 | $911.0K | 0.25% | +370+6.7% | Added |
| Bordeaux Wealth Advisors LLC | 5,908 | $915.0K | 0.42% | −1,773−23.1% | Reduced |
| Flynn Zito Capital Management, LLC | 5,907 | $915.0K | 0.78% | +5,907 | New |
| First National Bank of South Miami | 5,912 | $916.0K | 0.55% | +159+2.8% | Added |
| Outlook Wealth Advisors, LLC | 5,923 | $917.0K | 0.27% | +2,101+55.0% | Added |
| Cape Ann Savings Bank | 5,926 | $918.0K | 0.55% | +190+3.3% | Added |
| Viewpoint Capital Management LLC | 5,929 | $918.0K | 0.67% | +5,929 | New |
| Close Asset Management Ltd | 5,933 | $919.0K | 0.03% | +565+10.5% | Added |
| Beacon Financial Advisory LLC | 5,961 | $923.0K | 0.43% | +947+18.9% | Added |
| Intellectus Partners, LLC | 5,969 | $925.0K | 0.24% | −290−4.6% | Reduced |
| CMG Global Holdings, LLC | 5,975 | $925.0K | 0.60% | +218+3.8% | Added |
| Foster & Motley Inc | 5,981 | $926.0K | 0.07% | −125−2.0% | Reduced |
| Delta Investment Management, LLC | 5,983 | $927.0K | 0.27% | +8+0.1% | Added |
| Boit C F David | 6,000 | $929.0K | 0.59% | 00.0% | Unchanged |
| Monetary Management Group Inc | 6,000 | $929.0K | 0.23% | −125−2.0% | Reduced |
| Regents of the University of California | 6,000 | $929.0K | 0.13% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 6,006 | $930.0K | 0.23% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 6,002 | $930.0K | 0.28% | +1,049+21.2% | Added |
| Alhambra Investment Partners LLC | 6,016 | $932.0K | 0.65% | +70+1.2% | Added |
| Reitz Capital Advisors LLC | 5,302 | $932.0K | 0.66% | +130+2.5% | Added |
| Harvey Investment Co LLC | 6,032 | $934.0K | 0.11% | 00.0% | Unchanged |
| Harbor Advisory Corp | 6,036 | $935.0K | 0.38% | +1,010+20.1% | Added |
| Oxinas Partners Wealth Management LLC | 6,033 | $935.0K | 0.53% | +3,516+139.7% | Added |
| Global Strategic Investment Solutions, LLC | 6,045 | $936.0K | 0.15% | +191+3.3% | Added |
| Altus Wealth Group LLC | 6,056 | $938.0K | 0.77% | +488+8.8% | Added |
| Horizon Kinetics Asset Management LLC | 6,063 | $939.0K | 0.02% | −30−0.5% | Reduced |
| Crumly & Associates Inc. | 6,761 | $947.0K | 0.37% | +666+10.9% | Added |
| Menard Financial Group LLC | 6,135 | $950.0K | 0.78% | −968−13.6% | Reduced |
| Waypoint Capital Advisors, LLC | 6,134 | $950.0K | 0.65% | +6,134 | New |
| Accretive Wealth Partners, LLC | 6,155 | $953.0K | 0.61% | +576+10.3% | Added |
| PFG Advisors | 6,156 | $954.0K | 0.10% | +609+11.0% | Added |
| Capital Wealth Planning, LLC | 6,163 | $955.0K | 0.02% | −237−3.7% | Reduced |
| CWS Financial Advisors, LLC | 6,184 | $958.0K | 0.34% | +6,184 | New |
| Jackson, Grant Investment Advisers, Inc. | 6,194 | $959.0K | 0.49% | 00.0% | Unchanged |
| Pinpoint Asset Management Ltd | 6,200 | $960.0K | 0.88% | −43,900−87.6% | Reduced |
| Derbend Asset Management | 6,201 | $961.0K | 0.94% | +293+5.0% | Added |
| Dash Acquisitions Inc. | 6,205 | $961.0K | 0.42% | +1,353+27.9% | Added |
| Dimension Capital Management LLC | 6,219 | $963.0K | 0.18% | −3,961−38.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 6,217 | $963.0K | 0.55% | −85−1.3% | Reduced |
| Asset Management Corp | 6,224 | $964.0K | 0.56% | +2,674+75.3% | Added |
| Crescent Grove Advisors, LLC | 6,242 | $967.0K | 0.09% | −629−9.2% | Reduced |
| Clarity Wealth Advisors, LLC | 6,244 | $967.0K | 0.45% | +17+0.3% | Added |
| Summit Trail Advisors, LLC | 6,245 | $967.0K | 0.06% | +598+10.6% | Added |
| Meridian Wealth Advisors, LLC | 6,263 | $970.0K | 0.24% | −470−7.0% | Reduced |
| Morton Capital Management LLC | 6,263 | $970.1K | 0.40% | +6,263 | New |
| Ridgecrest Wealth Partners, LLC | 6,282 | $973.0K | 0.47% | +551+9.6% | Added |
| Missouri Trust & Investment Co | 6,300 | $976.0K | 0.56% | +6,300 | New |
| Warren Averett Asset Management, LLC | 6,534 | $977.0K | 0.08% | +61+0.9% | Added |
| Argent Advisors, Inc. | 6,320 | $979.0K | 0.53% | +58+0.9% | Added |
| Hoese & Co LLP | 6,327 | $980.0K | 0.97% | +88+1.4% | Added |
| Wedmont Private Capital | 6,311 | $981.0K | 0.30% | +6,311 | New |
| Pacific Wealth Strategies Group, Inc. | 6,342 | $982.0K | 0.34% | −959−13.1% | Reduced |
| Strategic Investment Advisors | 6,348 | $983.0K | 0.19% | +459+7.8% | Added |
| Intact Investment Management Inc. | 6,350 | $984.0K | 0.03% | −1,250−16.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,351 | $984.0K | 0.43% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 6,349 | $984.0K | 0.81% | +6,349 | New |
| Veracity Capital LLC | 6,359 | $985.0K | 0.40% | −181−2.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,396 | $990.0K | 0.29% | +449+7.6% | Added |