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 |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 9,941 | $1.54M | 0.32% | −10.0% | Reduced |
| Beacon Financial Group | 9,829 | $1.54M | 0.20% | +322+3.4% | Added |
| FNY Investment Advisers, LLC | 10,000 | $1.55M | 0.84% | +10,000 | New |
| Old Port Advisors | 9,875 | $1.55M | 0.52% | −194−1.9% | Reduced |
| Abacus Planning Group, Inc. | 9,998 | $1.55M | 0.41% | +48+0.5% | Added |
| Springs Capital (Hong Kong) Ltd | 10,000 | $1.55M | 4.31% | +10,000 | New |
| TriaGen Wealth Management LLC | 10,023 | $1.55M | 0.77% | +20+0.2% | Added |
| Guardian Wealth Management, Inc. | 10,026 | $1.55M | 1.50% | +10,026 | New |
| Mattern Wealth Management LLC | 10,054 | $1.56M | 0.46% | +51+0.5% | Added |
| Ledyard National Bank | 10,074 | $1.56M | 0.15% | −2,017−16.7% | Reduced |
| Hendley & Co Inc | 10,078 | $1.56M | 0.51% | −52−0.5% | Reduced |
| Boston Financial Mangement LLC | 10,086 | $1.56M | 0.06% | −7−0.1% | Reduced |
| IVC Wealth Advisors LLC | 10,118 | $1.57M | 1.01% | −267−2.6% | Reduced |
| Benedetti & Gucer, Inc. | 10,142 | $1.57M | 1.06% | +334+3.4% | Added |
| Joseph Group Capital Management | 10,155 | $1.57M | 1.51% | +10,155 | New |
| McElhenny Sheffield Capital Management, LLC | 10,200 | $1.58M | 0.59% | +7,651+300.2% | Added |
| Clear Perspective Advisors, LLC | 10,211 | $1.58M | 0.48% | −239−2.3% | Reduced |
| Piscataqua Savings Bank | 10,253 | $1.59M | 1.25% | 00.0% | Unchanged |
| Holderness Investments Co | 10,271 | $1.59M | 0.47% | +597+6.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10,251 | $1.60M | 0.11% | −48,578−82.6% | Reduced |
| Capital Advisors Inc | 10,353 | $1.60M | 0.04% | −6,775−39.6% | Reduced |
| Virtue Capital Management, LLC | 10,358 | $1.60M | 0.24% | +953+10.1% | Added |
| Family Legacy, Inc. | 10,167 | $1.60M | 0.66% | +555+5.8% | Added |
| Investors Financial Group, LLC | 10,379 | $1.61M | 0.75% | +3,579+52.6% | Added |
| WESCAP Management Group, Inc. | 10,415 | $1.61M | 0.45% | −155−1.5% | Reduced |
| Doliver Advisors, LP | 11,359 | $1.61M | 0.51% | +4,838+74.2% | Added |
| Outfitter Financial LLC | 10,425 | $1.61M | 1.19% | +45+0.4% | Added |
| Grimes & Company, Inc. | 10,454 | $1.62M | 0.07% | −547−5.0% | Reduced |
| Certified Advisory Corp | 10,479 | $1.62M | 0.36% | −326−3.0% | Reduced |
| Baldwin Brothers Inc | 10,476 | $1.62M | 0.16% | +50+0.5% | Added |
| Sippican Capital Advisors | 10,492 | $1.63M | 1.38% | −40.0% | Reduced |
| Garrison Point Advisors, LLC | 10,548 | $1.63M | 1.08% | +10+0.1% | Added |
| WealthTrust Asset Management, LLC | 10,547 | $1.63M | 1.09% | +10,547 | New |
| Wealth Effects LLC | 10,565 | $1.64M | 0.68% | +10,565 | New |
| Visionary Wealth Advisors | 10,586 | $1.64M | 0.13% | +1,446+15.8% | Added |
| Arbor Capital Management Inc | 10,586 | $1.64M | 1.16% | +10,586 | New |
| Southeast Asset Advisors Inc. | 10,605 | $1.64M | 0.23% | +1,116+11.8% | Added |
| Successful Portfolios LLC | 10,644 | $1.65M | 0.90% | +182+1.7% | Added |
| United Maritime Capital LLC | 10,650 | $1.65M | 1.90% | −3,500−24.7% | Reduced |
| Stableford Capital II LLC | 12,005 | $1.65M | 0.70% | −1,177−8.9% | Reduced |
| Vigilare Wealth Management | 10,652 | $1.65M | 0.98% | +215+2.1% | Added |
| Indiana Trust & Investment Management CO | 10,769 | $1.67M | 0.77% | −70−0.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 10,805 | $1.67M | 0.39% | +2,169+25.1% | Added |
| Forte Capital LLC | 10,808 | $1.67M | 0.21% | −531−4.7% | Reduced |
| Bank Ozk | 10,818 | $1.68M | 0.68% | +725+7.2% | Added |
| Venturi Wealth Management, LLC | 10,827 | $1.68M | 0.13% | −1,362−11.2% | Reduced |
| Prudent Man Advisors, LLC | 10,868 | $1.68M | 0.64% | −1,087−9.1% | Reduced |
| Mechanics Financial Corp | 10,869 | $1.68M | 0.80% | +10,869 | New |
| NTB Financial Corp | 10,866 | $1.68M | 1.17% | +10,866 | New |
| Waterfront Wealth Inc. | 10,890 | $1.69M | 0.67% | +93+0.9% | Added |
| DB Fitzpatrick & Co, Inc | 10,905 | $1.69M | 1.58% | +10,905 | New |
| Zions Bancorporation, N.A. | 10,937 | $1.69M | 0.15% | +731+7.2% | Added |
| Alta Wealth Advisors LLC | 10,946 | $1.70M | 1.04% | +736+7.2% | Added |
| HighTower Trust Services, LTA | 10,958 | $1.70M | 0.17% | −5,025−31.4% | Reduced |
| CX Institutional | 10,954 | $1.70M | 0.13% | +8,514+348.9% | Added |
| Widmann Financial Services, Inc. | 10,962 | $1.70M | 1.40% | +10,962 | New |
| RSM US Wealth Management LLC | 10,960 | $1.70M | 0.08% | −223−2.0% | Reduced |
| Nicolet Bankshares Inc | 10,973 | $1.70M | 0.37% | +226+2.1% | Added |
| Evergreen Wealth Solutions, LLC | 10,980 | $1.70M | 1.54% | +10,980 | New |
| Legacy Wealth Management, LLC | 11,001 | $1.70M | 0.87% | +318+3.0% | Added |
| StoneX Group Inc. | 11,006 | $1.70M | 0.20% | +518+4.9% | Added |
| Corrado Advisors, LLC | 11,049 | $1.71M | 1.02% | +109+1.0% | Added |
| Cypress Wealth Services, LLC | 11,080 | $1.72M | 0.47% | +128+1.2% | Added |
| LSV Asset Management | 11,100 | $1.72M | 0.00% | 00.0% | Unchanged |
| Insight Inv LLC | 11,096 | $1.72M | 1.58% | +11,096 | New |
| Obermeyer Wood Investment Counsel, LLLP | 11,103 | $1.72M | 0.09% | −1,490−11.8% | Reduced |
| Oak Asset Management, LLC | 11,108 | $1.72M | 0.66% | +51+0.5% | Added |
| Peoples Financial Services Corp. | 11,116 | $1.72M | 0.67% | +50+0.5% | Added |
| Lake Street Financial LLC | 11,125 | $1.72M | 0.30% | +3,288+42.0% | Added |
| Perennial Investment Advisors, LLC | 11,163 | $1.73M | 0.54% | −185−1.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 11,157 | $1.73M | 1.10% | −304−2.7% | Reduced |
| Doheny Asset Management | 11,173 | $1.73M | 1.21% | +750+7.2% | Added |
| Vista Finance, LLC | 11,188 | $1.73M | 1.79% | +11,188 | New |
| Vantage Financial Partners Ltd., Inc. | 11,200 | $1.74M | 0.88% | +2,550+29.5% | Added |
| Bar Harbor Trust Services | 11,209 | $1.74M | 0.46% | −1,045−8.5% | Reduced |
| Financial Advisory Service, Inc. | 11,205 | $1.74M | 0.16% | +2,212+24.6% | Added |
| Hartline Investment Corp | 11,245 | $1.74M | 0.24% | −2,732−19.5% | Reduced |
| CoreFirst Bank & Trust | 11,308 | $1.75M | 1.13% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 12,771 | $1.75M | 0.39% | +394+3.2% | Added |
| Tempus Wealth Planning, LLC | 11,358 | $1.76M | 0.95% | +666+6.2% | Added |
| Buffington Mohr McNeal | 11,366 | $1.76M | 0.30% | +464+4.3% | Added |
| Atlas Private Wealth Management | 11,411 | $1.77M | 0.98% | −68−0.6% | Reduced |
| Main Street Financial Solutions, LLC | 11,413 | $1.77M | 0.25% | +290+2.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,440 | $1.77M | 0.09% | −699−5.8% | Reduced |
| Founders Financial Securities LLC | 11,438 | $1.77M | 0.32% | +50.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,444 | $1.77M | 0.36% | +418+3.8% | Added |
| ELCO Management Co., LLC | 11,476 | $1.78M | 1.27% | −480−4.0% | Reduced |
| Omnia Family Wealth, LLC | 11,510 | $1.78M | 1.08% | 00.0% | Unchanged |
| Essex Savings Bank | 11,520 | $1.78M | 0.60% | +132+1.2% | Added |
| Vident Investment Advisory, LLC | 11,536 | $1.78M | 0.05% | −2,221−16.1% | Reduced |
| Bell Rock Capital LLC | 11,464 | $1.78M | 1.31% | +11,464 | New |
| Argus Investors' Counsel, Inc. | 11,528 | $1.79M | 1.07% | −220−1.9% | Reduced |
| Verdence Capital Advisors LLC | 11,529 | $1.79M | 0.21% | +850+8.0% | Added |
| Zevenbergen Capital Investments LLC | 11,540 | $1.79M | 0.04% | +1,416+14.0% | Added |
| First Command Financial Services, Inc. | 11,538 | $1.79M | 0.26% | +4,648+67.5% | Added |
| Platform Technology Partners | 11,573 | $1.79M | 0.79% | +268+2.4% | Added |
| Delta Capital Management LLC | 11,580 | $1.79M | 1.00% | +15+0.1% | Added |
| Alliance Wealth Advisors, LLC | 11,588 | $1.79M | 1.46% | +541+4.9% | Added |
| Berger Financial Group, Inc | 11,601 | $1.80M | 0.24% | +9,838+558.0% | Added |
| RFG Advisory, LLC | 11,606 | $1.80M | 0.12% | +2,220+23.7% | Added |