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 |
|---|---|---|---|---|---|
| F3Logic, LLC | 7,563 | $1.16M | 0.14% | −4,379−36.7% | Reduced |
| Saybrook Capital | 7,506 | $1.16M | 0.29% | 00.0% | Unchanged |
| Excalibur Management Corp | 7,513 | $1.16M | 0.47% | +71+1.0% | Added |
| Vista Investment Management | 7,517 | $1.16M | 0.63% | +591+8.5% | Added |
| Archford Capital Strategies, LLC | 7,521 | $1.17M | 0.27% | −1,030−12.0% | Reduced |
| First Command Bank | 6,890 | $1.17M | 0.20% | 00.0% | Unchanged |
| Capital Management Associates | 7,552 | $1.17M | 1.14% | −690−8.4% | Reduced |
| Rosenbaum Jay D. | 7,564 | $1.17M | 1.72% | +541+7.7% | Added |
| Annapolis Financial Services, LLC | 7,572 | $1.17M | 0.36% | −578−7.1% | Reduced |
| Chelsea Counsel Co | 7,581 | $1.17M | 0.51% | +284+3.9% | Added |
| Secure Asset Management, LLC | 7,599 | $1.18M | 0.48% | +1,200+18.8% | Added |
| Ipswich Investment Management Co., Inc. | 7,621 | $1.18M | 0.28% | +291+4.0% | Added |
| Signet Investment Advisory Group, Inc. | 7,647 | $1.18M | 0.67% | +885+13.1% | Added |
| WealthTrust Axiom LLC | 7,651 | $1.19M | 0.38% | +90+1.2% | Added |
| Accredited Investors Inc. | 7,659 | $1.19M | 0.11% | −339−4.2% | Reduced |
| First PREMIER Bank | 7,679 | $1.19M | 0.31% | −50−0.6% | Reduced |
| Merrion Investment Management Co, LLC | 7,697 | $1.19M | 0.87% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 7,706 | $1.19M | 0.51% | +565+7.9% | Added |
| Vanguard Capital Wealth Advisors | 7,713 | $1.19M | 0.86% | +1,125+17.1% | Added |
| Evanson Asset Management, LLC | 7,751 | $1.20M | 0.11% | +547+7.6% | Added |
| Onyx Bridge Wealth Group LLC | 7,669 | $1.20M | 0.41% | +492+6.9% | Added |
| 9258 Wealth Management, LLC | 7,767 | $1.20M | 0.28% | −160−2.0% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 7,777 | $1.21M | 0.21% | −445−5.4% | Reduced |
| Gleason Group, Inc. | 7,792 | $1.21M | 0.39% | −587−7.0% | Reduced |
| Weaver Consulting Group | 7,809 | $1.21M | 0.58% | +23+0.3% | Added |
| Meitav Dash Investments Ltd | 7,814 | $1.21M | 0.02% | +2,657+51.5% | Added |
| BCJ Capital Management, LLC | 7,837 | $1.21M | 0.11% | −53−0.7% | Reduced |
| Soltis Investment Advisors LLC | 7,841 | $1.21M | 0.17% | +756+10.7% | Added |
| Plante Moran Financial Advisors, LLC | 7,835 | $1.21M | 0.20% | +847+12.1% | Added |
| William Blair Investment Management, LLC | 7,888 | $1.22M | 0.00% | +452+6.1% | Added |
| Capital Wealth Alliance, LLC | 7,898 | $1.22M | 0.71% | +108+1.4% | Added |
| Fortitude Advisory Group L.L.C. | 7,907 | $1.23M | 0.62% | +7,907 | New |
| DF Dent & Co Inc | 7,918 | $1.23M | 0.01% | +2,023+34.3% | Added |
| Westfield Capital Management Co LP | 7,921 | $1.23M | 0.01% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 7,836 | $1.23M | 0.77% | +103+1.3% | Added |
| Corsicana & Co. | 7,938 | $1.23M | 0.74% | −145−1.8% | Reduced |
| Hemington Wealth Management | 6,794 | $1.23M | 0.57% | +277+4.3% | Added |
| Fulton Breakefield Broenniman LLC | 7,953 | $1.23M | 0.09% | +689+9.5% | Added |
| NewEdge Wealth, LLC | 7,956 | $1.23M | 0.05% | +2,097+35.8% | Added |
| ArrowMark Colorado Holdings LLC | 7,960 | $1.23M | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 7,959 | $1.23M | 0.72% | +7,959 | New |
| Bank Pictet & Cie (Asia) Ltd | 7,972 | $1.24M | 0.29% | +1,640+25.9% | Added |
| TrinityPoint Wealth, LLC | 7,977 | $1.24M | 0.22% | +425+5.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,001 | $1.24M | 0.37% | +557+7.5% | Added |
| Great Diamond Partners, LLC | 8,009 | $1.24M | 0.32% | −280−3.4% | Reduced |
| Hayek Kallen Investment Management | 8,030 | $1.24M | 0.44% | +520+6.9% | Added |
| Old Mission Investment Co LLC | 8,064 | $1.25M | 0.45% | +363+4.7% | Added |
| Private Wealth Advisors | 8,067 | $1.25M | 0.40% | +8,067 | New |
| Mainstay Capital Management LLC | 8,113 | $1.26M | 0.38% | −1,837−18.5% | Reduced |
| Pennsylvania Capital Management Inc | 8,131 | $1.26M | 0.43% | +6,000+281.6% | Added |
| Roosevelt Investment Group LLC | 8,169 | $1.26M | 0.07% | +366+4.7% | Added |
| WealthShield Partners, LLC | 8,181 | $1.27M | 0.21% | +5,334+187.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,190 | $1.27M | 0.36% | −5,118−38.5% | Reduced |
| Tevis Investment Management | 8,226 | $1.27M | 1.11% | +8,226 | New |
| Kensington Investment Counsel, LLC | 8,205 | $1.27M | 0.74% | +8,205 | New |
| Hallmark Capital Management Inc | 8,223 | $1.27M | 0.10% | −1,983−19.4% | Reduced |
| Highland Private Wealth Management | 8,248 | $1.28M | 0.16% | −281−3.3% | Reduced |
| Octavia Wealth Advisors, LLC | 8,264 | $1.28M | 0.28% | +969+13.3% | Added |
| Woodmont Investment Counsel LLC | 8,273 | $1.28M | 0.16% | +49+0.6% | Added |
| First Dallas Securities Inc. | 8,269 | $1.28M | 0.84% | +50+0.6% | Added |
| Schulhoff & Co Inc | 8,276 | $1.28M | 0.53% | +150+1.8% | Added |
| AllGen Financial Advisors, Inc. | 8,293 | $1.28M | 0.95% | +482+6.2% | Added |
| Marino, Stram & Associates LLC | 8,305 | $1.29M | 0.39% | +262+3.3% | Added |
| David Loasby | 8,317 | $1.29M | 0.16% | −609−6.8% | Reduced |
| Qtron Investments LLC | 8,323 | $1.29M | 0.29% | −626−7.0% | Reduced |
| Apriem Advisors | 8,334 | $1.29M | 0.18% | +304+3.8% | Added |
| Alaethes Wealth LLC | 8,332 | $1.29M | 0.81% | +644+8.4% | Added |
| Harvey Capital Management Inc | 8,346 | $1.29M | 0.40% | −600−6.7% | Reduced |
| Summit Financial, LLC | 8,356 | $1.29M | 0.10% | +3,799+83.4% | Added |
| TRUE Private Wealth Advisors | 8,371 | $1.30M | 0.18% | +316+3.9% | Added |
| White Pine Capital LLC | 8,392 | $1.30M | 0.38% | −28−0.3% | Reduced |
| First Pacific Advisors, LP | 8,395 | $1.30M | 0.02% | +3,495+71.3% | Added |
| Chicago Capital, LLC | 8,404 | $1.30M | 0.05% | +381+4.7% | Added |
| Greystone Financial Group, LLC | 8,427 | $1.30M | 0.31% | +2,029+31.7% | Added |
| Privium Fund Management B.V. | 8,370 | $1.30M | 0.26% | +8,370 | New |
| Manchester Capital Management LLC | 8,433 | $1.31M | 0.17% | −852−9.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 8,432 | $1.31M | 0.23% | +5,426+180.5% | Added |
| Almanack Investment Partners, LLC. | 8,452 | $1.31M | 0.11% | −326−3.7% | Reduced |
| Kozak & Associates, Inc. | 9,822 | $1.31M | 0.84% | +1,087+12.4% | Added |
| Lloyd Park, LLC | 8,500 | $1.32M | 1.04% | +8,500 | New |
| Integrated Investment Consultants, LLC | 8,514 | $1.32M | 0.35% | +715+9.2% | Added |
| 55I, LLC | 8,547 | $1.32M | 0.03% | +983+13.0% | Added |
| Stiles Financial Services Inc | 8,594 | $1.32M | 0.64% | +8,594 | New |
| Boothbay Fund Management, LLC | 8,546 | $1.32M | 0.04% | +53+0.6% | Added |
| Larson Financial Group LLC | 8,545 | $1.32M | 0.21% | +420+5.2% | Added |
| StrategIQ Financial Group, LLC | 8,546 | $1.32M | 0.13% | +6,331+285.8% | Added |
| Capital Financial Planning, LLC | 8,564 | $1.33M | 0.46% | −498−5.5% | Reduced |
| Thornburg Investment Management Inc | 8,584 | $1.33M | 0.02% | +4,693+120.6% | Added |
| Andesa Financial Management Inc. | 8,609 | $1.33M | 0.66% | +302+3.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,634 | $1.34M | 0.12% | +153+1.8% | Added |
| Aberdeen Wealth Management LLC | 8,654 | $1.34M | 0.87% | −125−1.4% | Reduced |
| Pinnacle Private Wealth, LLC | 8,656 | $1.34M | 0.42% | +8,656 | New |
| WealthPLAN Partners, LLC | 9,388 | $1.34M | 0.09% | −17−0.2% | Reduced |
| Aureus Asset Management, LLC | 8,678 | $1.34M | 0.08% | −119−1.4% | Reduced |
| Rocky Mountain Advisers, LLC | 8,679 | $1.34M | 1.53% | 00.0% | Unchanged |
| Michael B. Yongue | 8,692 | $1.35M | 0.90% | +404+4.9% | Added |
| Oxbow Advisors, LLC | 8,706 | $1.35M | 0.13% | −1,456−14.3% | Reduced |
| Dearborn Partners LLC | 8,702 | $1.35M | 0.05% | −75−0.9% | Reduced |
| Formidable Asset Management, LLC | 8,676 | $1.35M | 0.26% | −45−0.5% | Reduced |
| AlphaCrest Capital Management LLC | 8,724 | $1.35M | 0.05% | −46,912−84.3% | Reduced |