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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Investment Partners, Ltd. | 11,630 | $1.80M | 0.74% | +576+5.2% | Added |
| Studio Investment Management LLC | 11,632 | $1.80M | 0.65% | −14−0.1% | Reduced |
| TFG Advisers LLC | 11,640 | $1.80M | 0.79% | +154+1.3% | Added |
| Camden Capital, LLC | 11,657 | $1.80M | 0.39% | −2,215−16.0% | Reduced |
| Quattro Financial Advisors LLC | 11,663 | $1.81M | 0.64% | −296−2.5% | Reduced |
| Grandview Asset Management LLC | 11,665 | $1.81M | 0.73% | +11,665 | New |
| Taylor Hoffman Wealth Management | 11,670 | $1.81M | 0.69% | +294+2.6% | Added |
| Atlas Capital Advisors LLC | 11,678 | $1.81M | 0.27% | −140−1.2% | Reduced |
| Claro Advisors LLC | 11,697 | $1.81M | 0.65% | +1,202+11.5% | Added |
| Smith Anglin Financial, LLC | 11,727 | $1.82M | 0.31% | −500−4.1% | Reduced |
| LBMC Investment Advisors, LLC | 11,726 | $1.82M | 0.16% | +10,728+1,074.9% | Added |
| Leisure Capital Management | 11,753 | $1.82M | 0.84% | +239+2.1% | Added |
| Quantinno Capital Management LP | 11,768 | $1.82M | 0.33% | +11,768 | New |
| Acropolis Investment Management, LLC | 11,785 | $1.82M | 0.16% | +76+0.6% | Added |
| Black Swift Group, LLC | 11,788 | $1.83M | 0.75% | −1,918−14.0% | Reduced |
| Hilltop Holdings Inc. | 11,832 | $1.83M | 0.19% | +946+8.7% | Added |
| Biltmore Family Office, LLC | 11,849 | $1.83M | 0.35% | +83+0.7% | Added |
| Benedict Financial Advisors Inc | 11,850 | $1.83M | 0.48% | +5,016+73.4% | Added |
| Two Sigma Securities, LLC | 11,860 | $1.84M | 0.36% | +5,542+87.7% | Added |
| TD Private Client Wealth LLC | 11,878 | $1.84M | 0.08% | −1,175−9.0% | Reduced |
| HawsGoodwin Investment Management LLC | 11,888 | $1.84M | 0.54% | −116−1.0% | Reduced |
| ARGI Investment Services, LLC | 11,933 | $1.85M | 0.05% | +654+5.8% | Added |
| Fukoku Mutual Life Insurance Co | 11,956 | $1.85M | 0.14% | +430+3.7% | Added |
| Elmwood Wealth Management, Inc. | 11,956 | $1.85M | 0.88% | +11,956 | New |
| Parametrica Management Ltd | 11,970 | $1.85M | 1.84% | +11,970 | New |
| Seelaus Asset Management LLC | 11,996 | $1.86M | 1.01% | +3,678+44.2% | Added |
| LGT Fund Management Co Ltd. | 12,000 | $1.86M | 0.54% | +12,000 | New |
| Bogart Wealth, LLC | 12,006 | $1.86M | 0.17% | −1,466−10.9% | Reduced |
| Pinnacle Holdings, LLC | 12,011 | $1.86M | 0.78% | +28+0.2% | Added |
| Edge Capital Group, LLC | 12,039 | $1.86M | 0.13% | −113−0.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 12,103 | $1.87M | 1.10% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12,117 | $1.88M | 0.70% | +1,031+9.3% | Added |
| LexAurum Advisors, LLC | 12,144 | $1.88M | 0.61% | −372−3.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,179 | $1.89M | 0.52% | +2,971+32.3% | Added |
| Hoertkorn Richard Charles | 12,185 | $1.89M | 0.76% | +100+0.8% | Added |
| Prestige Wealth Management Group LLC | 12,196 | $1.89M | 0.45% | +520+4.5% | Added |
| WT Wealth Management | 12,198 | $1.89M | 0.69% | +1,001+8.9% | Added |
| Nikulski Financial, Inc. | 12,230 | $1.89M | 0.79% | +870+7.7% | Added |
| Engineers Gate Manager LP | 12,234 | $1.90M | 0.09% | +3,956+47.8% | Added |
| Investment Advisory Services Inc | 12,264 | $1.90M | 1.04% | +2,050+20.1% | Added |
| Archer Investment Corp | 12,273 | $1.90M | 0.65% | +1,603+15.0% | Added |
| Dean Investment Associates, LLC | 12,307 | $1.91M | 0.34% | −420−3.3% | Reduced |
| Cim Investment Mangement Inc | 12,305 | $1.91M | 0.57% | −243−1.9% | Reduced |
| BNC Wealth Management, LLC | 12,319 | $1.91M | 0.90% | +2,626+27.1% | Added |
| Avalon Investment & Advisory | 12,343 | $1.91M | 0.05% | −7,800−38.7% | Reduced |
| Mizuho Securities USA LLC | 12,362 | $1.92M | 0.17% | −1,091−8.1% | Reduced |
| Gotham Asset Management, LLC | 12,385 | $1.92M | 0.06% | −12,466−50.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,420 | $1.92M | 0.64% | +10+0.1% | Added |
| Bluestein R H & Co | 12,444 | $1.93M | 0.07% | −215,495−94.5% | Reduced |
| Sittner & Nelson, LLC | 12,448 | $1.93M | 1.12% | −962−7.2% | Reduced |
| Engine No. 1 LLC | 12,456 | $1.93M | 0.40% | +2,657+27.1% | Added |
| Titleist Asset Management, Ltd. | 12,461 | $1.93M | 0.38% | +12,461 | New |
| Argent Capital Management LLC | 12,474 | $1.93M | 0.06% | −198,316−94.1% | Reduced |
| Moseley Investment Management Inc | 12,475 | $1.93M | 0.88% | +318+2.6% | Added |
| Deane Retirement Strategies, Inc. | 12,469 | $1.93M | 1.02% | +11,933+2,226.3% | Added |
| GW&K Investment Management, LLC | 12,504 | $1.94M | 0.02% | −1,653−11.7% | Reduced |
| United Bank | 12,507 | $1.94M | 0.24% | 00.0% | Unchanged |
| Modus Advisors, LLC | 12,523 | $1.94M | 0.83% | −63−0.5% | Reduced |
| KG&L Capital Management,LLC | 12,526 | $1.94M | 0.78% | +3,392+37.1% | Added |
| Budros, Ruhlin & Roe, Inc. | 12,553 | $1.94M | 0.21% | −851−6.3% | Reduced |
| Silicon Valley Community Foundation | 12,563 | $1.95M | 0.13% | +12,563 | New |
| Procyon Private Wealth Partners, LLC | 12,573 | $1.95M | 0.42% | −1,226−8.9% | Reduced |
| Miracle Mile Advisors, LLC | 12,575 | $1.95M | 0.08% | −2,886−18.7% | Reduced |
| Kempen Capital Management N.V. | 12,629 | $1.96M | 0.06% | −600−4.5% | Reduced |
| Caliber Wealth Management, LLC | 12,925 | $1.96M | 1.36% | +2,258+21.2% | Added |
| Aull & Monroe Investment Management Corp | 12,703 | $1.97M | 0.88% | −50−0.4% | Reduced |
| Allred Capital Management, LLC | 12,745 | $1.97M | 0.95% | −1,101−8.0% | Reduced |
| Arabesque Asset Management Ltd | 12,758 | $1.98M | 0.57% | −557−4.2% | Reduced |
| ProVise Management Group, LLC | 12,769 | $1.98M | 0.18% | −1,641−11.4% | Reduced |
| Jmac Enterprises LLC | 13,945 | $1.98M | 0.47% | +13,945 | New |
| Hudson Canyon Capital Management | 12,800 | $1.98M | 1.44% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 12,804 | $1.98M | 0.42% | +281+2.2% | Added |
| NVWM, LLC | 12,858 | $1.99M | 0.62% | +60+0.5% | Added |
| EagleClaw Capital Managment, LLC | 13,018 | $2.02M | 0.44% | −525−3.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 13,014 | $2.02M | 0.86% | +260+2.0% | Added |
| Bray Capital Advisors | 13,017 | $2.02M | 0.49% | +5,735+78.8% | Added |
| Winthrop Advisory Group LLC | 13,020 | $2.02M | 0.41% | −8−0.1% | Reduced |
| Bensler, LLC | 13,030 | $2.02M | 0.56% | +13,030 | New |
| Richard P Slaughter Associates Inc | 13,043 | $2.02M | 0.71% | +734+6.0% | Added |
| Clare Market Investments LLC | 13,065 | $2.02M | 0.57% | +5,525+73.3% | Added |
| Rockland Trust Co | 13,087 | $2.03M | 0.13% | +182+1.4% | Added |
| Seeyond | 13,099 | $2.03M | 0.19% | −2,290−14.9% | Reduced |
| Orion Portfolio Solutions, LLC | 13,124 | $2.03M | 0.07% | −481−3.5% | Reduced |
| Somerset Group LLC | 13,129 | $2.03M | 1.37% | −623−4.5% | Reduced |
| Norway Savings Bank | 13,137 | $2.04M | 0.89% | −109−0.8% | Reduced |
| St. Johns Investment Management Company, LLC | 13,142 | $2.04M | 1.04% | −45−0.3% | Reduced |
| Adirondack Trust Co | 13,146 | $2.04M | 0.97% | −385−2.8% | Reduced |
| Crawford Investment Counsel Inc | 13,160 | $2.04M | 0.04% | −1,081−7.6% | Reduced |
| New Potomac Partners, LLC | 13,160 | $2.04M | 1.32% | +450+3.5% | Added |
| Invst, LLC | 13,978 | $2.04M | 0.32% | +1,307+10.3% | Added |
| Bank of Stockton | 13,188 | $2.04M | 0.60% | +300+2.3% | Added |
| Cypress Capital Management LLC | 13,198 | $2.04M | 0.23% | +1,323+11.1% | Added |
| Trellus Management Company, LLC | 13,200 | $2.04M | 2.41% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13,231 | $2.05M | 0.19% | +183+1.4% | Added |
| Sterneck Capital Management, LLC | 13,226 | $2.05M | 1.21% | +1,878+16.5% | Added |
| First United Bank Trust | 13,234 | $2.05M | 0.76% | +1,305+10.9% | Added |
| J. W. Coons Advisors, LLC | 13,296 | $2.05M | 0.62% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 13,254 | $2.05M | 0.16% | −134−1.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 13,301 | $2.06M | 0.43% | +2,101+18.8% | Added |
| Stone Point Wealth LLC | 13,353 | $2.06M | 1.67% | +13,353 | New |