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 |
|---|---|---|---|---|---|
| Telemetry Investments, L.L.C. | 6,400 | $991.0K | 1.30% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 6,395 | $991.0K | 0.49% | +464+7.8% | Added |
| Old North State Trust, LLC | 6,403 | $992.0K | 0.71% | +1,143+21.7% | Added |
| Wambolt & Associates, LLC | 6,416 | $994.0K | 0.36% | −4−0.1% | Reduced |
| LGL Partners, LLC | 6,423 | $995.0K | 0.12% | +1,487+30.1% | Added |
| Balentine LLC | 6,445 | $998.0K | 0.04% | −2,637−29.0% | Reduced |
| Monte Financial Group, LLC | 6,459 | $1.00M | 0.53% | +98+1.5% | Added |
| WNY Asset Management, LLC | 6,482 | $1.00M | 0.30% | −37−0.6% | Reduced |
| Avenir Corp | 6,490 | $1.00M | 0.08% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 6,511 | $1.01M | 0.59% | −817−11.1% | Reduced |
| Renasant Bank | 6,506 | $1.01M | 0.69% | +31+0.5% | Added |
| Strong Tower Advisory Services | 6,516 | $1.01M | 0.54% | +397+6.5% | Added |
| Tradewinds Capital Management, LLC | 6,536 | $1.01M | 0.16% | +391+6.4% | Added |
| Calton & Associates, Inc. | 6,552 | $1.01M | 0.27% | −663−9.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 6,562 | $1.02M | 0.29% | −294−4.3% | Reduced |
| Phocas Financial Corp. | 6,562 | $1.02M | 0.13% | +25+0.4% | Added |
| Connecticut Wealth Management, LLC | 6,571 | $1.02M | 0.08% | +179+2.8% | Added |
| Addison Advisors LLC | 6,578 | $1.02M | 0.63% | +186+2.9% | Added |
| Prelude Capital Management, LLC | 6,594 | $1.02M | 0.05% | +3,928+147.3% | Added |
| Worldquant Millennium Advisors LLC | 6,589 | $1.02M | 0.02% | +6,589 | New |
| Duality Advisers, LP | 6,634 | $1.03M | 0.11% | −39,093−85.5% | Reduced |
| SFMG, LLC | 6,647 | $1.03M | 0.10% | −2,875−30.2% | Reduced |
| American Financial Advisors, LLC | 6,658 | $1.03M | 0.13% | +397+6.3% | Added |
| Eclectic Associates Inc | 6,690 | $1.04M | 0.66% | +1,457+27.8% | Added |
| Chicago Partners Investment Group LLC | 6,876 | $1.04M | 0.07% | +485+7.6% | Added |
| Sheets Smith Wealth Management | 6,729 | $1.04M | 0.13% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 6,758 | $1.05M | 0.78% | −48−0.7% | Reduced |
| BCGM Wealth Management, LLC | 6,759 | $1.05M | 0.56% | +176+2.7% | Added |
| MONECO Advisors, LLC | 7,485 | $1.05M | 0.39% | +288+4.0% | Added |
| Vigilant Capital Management, LLC | 6,773 | $1.05M | 0.07% | +1,950+40.4% | Added |
| Smith Chas P & Associates Pa Cpas | 6,791 | $1.05M | 0.07% | −289−4.1% | Reduced |
| Hardy Reed LLC | 6,793 | $1.05M | 0.17% | +114+1.7% | Added |
| Twelve Points Wealth Management LLC | 6,800 | $1.05M | 0.85% | +6,800 | New |
| Delphi Management Inc | 6,831 | $1.06M | 1.00% | +382+5.9% | Added |
| Schrum Private Wealth Management LLC | 6,865 | $1.06M | 0.97% | +6,865 | New |
| Berkeley Capital Partners, LLC | 6,882 | $1.07M | 0.44% | −295−4.1% | Reduced |
| QP Wealth Management, LLC | 6,880 | $1.07M | 1.13% | +35+0.5% | Added |
| Aspen Investment Management Inc | 6,898 | $1.07M | 0.53% | −181−2.6% | Reduced |
| Echo Street Capital Management LLC | 6,894 | $1.07M | 0.01% | +435+6.7% | Added |
| Fieldpoint Private Securities, LLC | 6,917 | $1.07M | 0.21% | +496+7.7% | Added |
| Hexagon Capital Partners LLC | 6,923 | $1.07M | 0.28% | +517+8.1% | Added |
| Strategic Blueprint, LLC | 6,918 | $1.07M | 0.14% | +3,375+95.3% | Added |
| West Paces Advisors Inc. | 6,930 | $1.07M | 0.33% | +389+5.9% | Added |
| Acorn Financial Advisory Services Inc | 6,938 | $1.07M | 0.22% | +67+1.0% | Added |
| LVW Advisors, LLC | 6,942 | $1.07M | 0.18% | +349+5.3% | Added |
| Grace Capital | 6,987 | $1.08M | 0.64% | +40+0.6% | Added |
| HGK Asset Management Inc | 6,988 | $1.08M | 0.34% | +18+0.3% | Added |
| Landaas & Co | 7,005 | $1.08M | 0.58% | −30−0.4% | Reduced |
| Spears Abacus Advisors LLC | 7,005 | $1.08M | 0.07% | +1,028+17.2% | Added |
| Pine Haven Investment Counsel, Inc | 7,003 | $1.08M | 1.01% | +7,003 | New |
| FORA Capital, LLC | 7,012 | $1.09M | 0.42% | +7,012 | New |
| Vicus Capital | 7,816 | $1.09M | 0.11% | +7,816 | New |
| Dohj, LLC | 7,026 | $1.09M | 0.49% | −378−5.1% | Reduced |
| First Community Trust NA | 7,049 | $1.09M | 0.90% | +7,049 | New |
| BerganKDV Wealth Management, LLC | 7,048 | $1.09M | 0.11% | +181+2.6% | Added |
| WP Advisors, LLC | 7,052 | $1.09M | 0.45% | +317+4.7% | Added |
| Bond & Devick Financial Network, Inc. | 7,062 | $1.09M | 0.82% | −25−0.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 7,083 | $1.10M | 0.43% | +1,556+28.2% | Added |
| Financial Partners Capital Management LLC | 7,086 | $1.10M | 0.19% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 7,096 | $1.10M | 0.57% | −25−0.4% | Reduced |
| Proffitt & Goodson Inc | 7,101 | $1.10M | 0.19% | −43−0.6% | Reduced |
| FLC Capital Advisors | 7,106 | $1.10M | 0.31% | −450−6.0% | Reduced |
| Bridgeworth, LLC | 7,110 | $1.10M | 0.24% | +158+2.3% | Added |
| Matrix Private Capital Group LLC | 7,117 | $1.10M | 0.52% | −775−9.8% | Reduced |
| Aigen Investment Management, LP | 7,310 | $1.10M | 0.07% | +7,310 | New |
| David R. Rahn & Associates Inc. | 7,122 | $1.10M | 0.49% | −13,400−65.3% | Reduced |
| Citizens & Northern Corp | 7,125 | $1.10M | 0.40% | −238−3.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,125 | $1.10M | 0.29% | +262+3.8% | Added |
| SNS Financial Group, LLC | 7,140 | $1.10M | 0.13% | +67+0.9% | Added |
| Crew Capital Management, Ltd. | 7,138 | $1.11M | 0.94% | −4−0.1% | Reduced |
| Laird Norton Trust Company, LLC | 7,147 | $1.11M | 0.10% | +572+8.7% | Added |
| Agate Pass Investment Management, LLC | 7,154 | $1.11M | 0.69% | +7,154 | New |
| Lumature Wealth Partners, LLC | 7,179 | $1.11M | 0.43% | +514+7.7% | Added |
| Detalus Advisors, LLC | 7,191 | $1.11M | 0.54% | −342−4.5% | Reduced |
| Private Portfolio Partners LLC | 7,205 | $1.12M | 0.29% | −54−0.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,210 | $1.12M | 0.21% | +141+2.0% | Added |
| Willner & Heller, LLC | 6,615 | $1.12M | 1.49% | +6,615 | New |
| Assetmark, Inc | 7,230 | $1.12M | 0.00% | −5,550−43.4% | Reduced |
| PRW Wealth Management LLC | 7,249 | $1.12M | 0.52% | +301+4.3% | Added |
| Gables Capital Management Inc. | 7,271 | $1.13M | 0.67% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 7,271 | $1.13M | 0.67% | +455+6.7% | Added |
| Brandywine Oak Private Wealth LLC | 7,287 | $1.13M | 0.12% | +277+4.0% | Added |
| Sunflower Bank, N.A. | 7,313 | $1.13M | 0.15% | −25−0.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 7,328 | $1.14M | 0.21% | −530−6.7% | Reduced |
| Sun Life Financial INC | 7,338 | $1.14M | 0.04% | +777+11.8% | Added |
| Sciencast Management LP | 7,211 | $1.14M | 0.20% | +7,211 | New |
| LifeSteps Financial, Inc. | 7,336 | $1.14M | 0.80% | +295+4.2% | Added |
| Legacy Capital Partners, Inc. | 7,339 | $1.14M | 0.37% | +745+11.3% | Added |
| Mystic Asset Management, Inc. | 7,356 | $1.14M | 0.54% | +7,356 | New |
| Benjamin Edwards Inc | 7,420 | $1.15M | 0.37% | +7,011+1,714.2% | Added |
| Independence Bank of Kentucky | 7,430 | $1.15M | 0.47% | −615−7.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,438 | $1.15M | 0.37% | −455−5.8% | Reduced |
| Rafferty Asset Management, LLC | 7,446 | $1.15M | 0.01% | +3,980+114.8% | Added |
| L & S Advisors Inc | 7,451 | $1.15M | 0.12% | −14,497−66.1% | Reduced |
| Arnhold LLC | 7,464 | $1.16M | 0.13% | 00.0% | Unchanged |
| Glassman Wealth Services | 7,468 | $1.16M | 0.21% | −6,342−45.9% | Reduced |
| Teza Capital Management LLC | 7,490 | $1.16M | 0.31% | +5,984+397.3% | Added |
| Sterling Investment Advisors, Ltd. | 7,496 | $1.16M | 0.33% | +75+1.0% | Added |
| Colony Capital, Inc. | 7,500 | $1.16M | 0.17% | −1,500−16.7% | Reduced |
| Cladis Investment Advisory, LLC | 7,507 | $1.16M | 0.93% | +7,507 | New |