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 |
|---|---|---|---|---|---|
| Abundance Wealth Counselors | 8,735 | $1.35M | 0.35% | +8,735 | New |
| Atticus Wealth Management, LLC | 8,748 | $1.35M | 0.53% | +1,211+16.1% | Added |
| Vance Wealth, Inc. | 8,747 | $1.35M | 1.33% | +8,747 | New |
| Consilium Wealth Advisory, LLC | 8,773 | $1.36M | 0.88% | +8,773 | New |
| Element Pointe Advisors, LLC | 8,783 | $1.36M | 0.42% | +161+1.9% | Added |
| Parisi Gray Wealth Management | 8,781 | $1.36M | 0.51% | +522+6.3% | Added |
| Trust Investment Advisors | 8,784 | $1.36M | 1.07% | +89+1.0% | Added |
| Lifeworks Advisors, LLC | 8,784 | $1.36M | 1.08% | +8,784 | New |
| McKinley Carter Wealth Services, Inc. | 8,809 | $1.36M | 0.10% | −690−7.3% | Reduced |
| Bridge Advisory, LLC | 8,807 | $1.36M | 0.62% | −12−0.1% | Reduced |
| ZWJ Investment Counsel Inc | 8,804 | $1.36M | 0.07% | +297+3.5% | Added |
| Cascade Investment Advisors, Inc. | 8,810 | $1.36M | 0.80% | +3,000+51.6% | Added |
| Stockman Wealth Management, Inc. | 8,818 | $1.37M | 0.28% | −359−3.9% | Reduced |
| Wulff, Hansen & Co. | 8,840 | $1.37M | 1.18% | +8,840 | New |
| V2 Financial group LLC | 8,845 | $1.37M | 1.06% | +8,845 | New |
| Gradient Investments LLC | 8,859 | $1.37M | 0.03% | +436+5.2% | Added |
| Trustcore Financial Services, LLC | 8,864 | $1.37M | 0.16% | −1,553−14.9% | Reduced |
| Keystone Wealth Services, LLC | 8,871 | $1.37M | 0.56% | +8,871 | New |
| Cooper Financial Group | 8,877 | $1.38M | 0.52% | −2,838−24.2% | Reduced |
| Marcum Wealth, LLC | 8,876 | $1.38M | 0.19% | −114−1.3% | Reduced |
| blooom, inc. | 8,884 | $1.38M | 1.04% | +629+7.6% | Added |
| US Asset Management LLC | 8,914 | $1.38M | 1.32% | −9−0.1% | Reduced |
| Ballast, Inc. | 8,939 | $1.38M | 0.54% | +753+9.2% | Added |
| Chesapeake Wealth Management | 8,954 | $1.39M | 0.47% | +248+2.8% | Added |
| Eagle Asset Management Inc | 8,929 | $1.39M | 0.01% | −11,697−56.7% | Reduced |
| Congress Park Capital LLC | 8,984 | $1.39M | 0.69% | +875+10.8% | Added |
| Silverlake Wealth Management LLC | 8,999 | $1.39M | 0.75% | +8,999 | New |
| Financial Management Network Inc | 8,950 | $1.39M | 0.64% | −1,613−15.3% | Reduced |
| Barbara Oil Co. | 9,000 | $1.39M | 0.60% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 8,998 | $1.39M | 0.25% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 9,071 | $1.41M | 0.52% | +9,071 | New |
| Pflug Koory, LLC | 9,105 | $1.41M | 0.71% | +216+2.4% | Added |
| Merit Financial Group, LLC | 9,115 | $1.41M | 0.14% | +1,979+27.7% | Added |
| Meridian Financial Partners LLC | 9,419 | $1.41M | 0.96% | +338+3.7% | Added |
| Jarislowsky, Fraser Ltd | 9,146 | $1.42M | 0.01% | +380+4.3% | Added |
| United Bank | 9,155 | $1.42M | 0.76% | −300−3.2% | Reduced |
| Clear Creek Financial Management, LLC | 9,166 | $1.42M | 0.21% | +2,532+38.2% | Added |
| TLWM | 9,183 | $1.42M | 0.48% | +2,295+33.3% | Added |
| Foundations Investment Advisors, LLC | 9,019 | $1.42M | 0.05% | +1,412+18.6% | Added |
| Nadler Financial Group, Inc. | 9,199 | $1.43M | 0.21% | −87−0.9% | Reduced |
| Wright Investors Service Inc | 9,208 | $1.43M | 0.36% | +222+2.5% | Added |
| Zuckerman Investment Group, LLC | 9,222 | $1.43M | 0.22% | +233+2.6% | Added |
| Insight Advisors, LLC | 9,224 | $1.43M | 0.42% | +4,647+101.5% | Added |
| Ascent Wealth Partners, LLC | 9,234 | $1.43M | 0.25% | +35+0.4% | Added |
| Global Financial Private Client, LLC | 9,248 | $1.43M | 0.69% | +58+0.6% | Added |
| New England Research & Management, Inc. | 9,275 | $1.44M | 0.69% | −3,490−27.3% | Reduced |
| Salvus Wealth Management, LLC | 9,279 | $1.44M | 1.05% | +293+3.3% | Added |
| Sierra Capital LLC | 9,283 | $1.44M | 0.21% | +901+10.7% | Added |
| Resource Management, LLC | 9,298 | $1.44M | 0.15% | +1,601+20.8% | Added |
| Fairfield, Bush & Co. | 9,304 | $1.44M | 0.69% | −7,080−43.2% | Reduced |
| Joseph P. Lucia & Associates, LLC | 9,305 | $1.44M | 0.92% | −316−3.3% | Reduced |
| Finer Wealth Management, Inc. | 9,303 | $1.44M | 1.20% | +9,303 | New |
| Caas Capital Management LP | 9,315 | $1.44M | 0.13% | −1,700−15.4% | Reduced |
| Armstrong Henry H Associates Inc | 9,315 | $1.44M | 0.15% | 00.0% | Unchanged |
| Wealth Alliance | 9,334 | $1.45M | 0.29% | −30.0% | Reduced |
| Absher Wealth Management, LLC | 9,344 | $1.45M | 0.24% | +879+10.4% | Added |
| Herold Advisors, Inc. | 9,367 | $1.45M | 0.56% | +2,121+29.3% | Added |
| Twin Lakes Capital Management, LLC | 9,370 | $1.45M | 0.77% | −37−0.4% | Reduced |
| Adviser Investments LLC | 9,401 | $1.46M | 0.10% | +1,481+18.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 9,429 | $1.46M | 1.05% | +101+1.1% | Added |
| Trail Ridge Investment Advisors, LLC | 9,436 | $1.46M | 0.88% | +9,436 | New |
| Byrne Asset Management LLC | 9,454 | $1.46M | 0.95% | +9,454 | New |
| Aries Wealth Management | 9,472 | $1.47M | 0.56% | +691+7.9% | Added |
| Millennium Capital Advisors, LLC | 9,489 | $1.47M | 1.14% | +9,489 | New |
| Insight Wealth Strategies, LLC | 9,499 | $1.47M | 0.21% | +1,612+20.4% | Added |
| Moore Capital Management, LP | 9,500 | $1.47M | 0.04% | +9,500 | New |
| Monterey Private Wealth, Inc. | 9,503 | $1.47M | 0.73% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 9,533 | $1.48M | 1.23% | −14,816−60.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 9,562 | $1.48M | 0.10% | −1,221−11.3% | Reduced |
| Financial Architects, Inc | 9,566 | $1.48M | 0.20% | +106+1.1% | Added |
| Next Century Growth Investors LLC | 9,581 | $1.48M | 0.13% | −13,761−59.0% | Reduced |
| Old Point Trust & Financial Services N A | 9,590 | $1.49M | 0.60% | +150+1.6% | Added |
| Sterling Investment Counsel, LLC | 9,597 | $1.49M | 1.01% | +9,597 | New |
| Angeles Investment Advisors, LLC | 9,632 | $1.49M | 0.07% | −2,900−23.1% | Reduced |
| Pure Financial Advisors, Inc. | 9,648 | $1.49M | 0.07% | +3,138+48.2% | Added |
| Eagle Bluffs Wealth Management LLC | 9,674 | $1.50M | 1.56% | +9,674 | New |
| IMA Wealth, Inc. | 9,687 | $1.50M | 0.33% | −875−8.3% | Reduced |
| Liberty Wealth Management LLC | 9,688 | $1.50M | 0.57% | +33+0.3% | Added |
| Van Hulzen Asset Management, LLC | 9,682 | $1.50M | 0.16% | +36+0.4% | Added |
| King Wealth | 9,700 | $1.50M | 0.28% | +458+5.0% | Added |
| Tilia Fiduciary Partners, Inc. | 9,711 | $1.50M | 1.21% | +9,711 | New |
| Mayflower Financial Advisors, LLC | 9,719 | $1.50M | 0.20% | +328+3.5% | Added |
| Hodges Capital Management Inc. | 9,729 | $1.51M | 0.11% | −662−6.4% | Reduced |
| Tiedemann Advisors, LLC | 9,736 | $1.51M | 0.07% | −88−0.9% | Reduced |
| Cavalier Investments, LLC | 9,737 | $1.51M | 0.39% | +1,050+12.1% | Added |
| Peterson Financial Group, Inc. | 9,741 | $1.51M | 1.23% | +9,741 | New |
| Carmel Capital Partners, LLC | 9,770 | $1.51M | 1.13% | +9,770 | New |
| Samalin Investment Counsel, LLC | 9,793 | $1.52M | 0.91% | +3,183+48.2% | Added |
| Cowen and Company, LLC | 9,793 | $1.52M | 0.14% | +9,793 | New |
| Johnson Financial Group, Inc. | 9,819 | $1.52M | 0.10% | −2,119−17.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,824 | $1.52M | 0.14% | −479−4.6% | Reduced |
| Capital One Financial Corp | 9,836 | $1.52M | 0.18% | −20−0.2% | Reduced |
| Amplius Wealth Advisors, LLC | 9,864 | $1.53M | 0.21% | +9,864 | New |
| Andrew Hill Investment Advisors, Inc. | 9,866 | $1.53M | 1.43% | +9,866 | New |
| Symmetry Partners, LLC | 9,879 | $1.53M | 0.10% | −1,510−13.3% | Reduced |
| Central Bank & Trust Co | 9,883 | $1.53M | 0.24% | −10.0% | Reduced |
| Blodgett Wealth Advisors, LLC | 9,908 | $1.53M | 1.20% | +9,908 | New |
| First Commonwealth Financial Corp | 9,911 | $1.54M | 0.50% | +3,929+65.7% | Added |
| Executive Wealth Management, LLC | 9,930 | $1.54M | 0.15% | +505+5.4% | Added |
| AlphaStar Capital Management, LLC | 10,128 | $1.54M | 0.12% | +1,119+12.4% | Added |