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 |
|---|---|---|---|---|---|
| Canal Capital Management, LLC | 13,328 | $2.06M | 0.50% | −1,311−9.0% | Reduced |
| Costello Asset Management, INC | 13,382 | $2.07M | 1.27% | +736+5.8% | Added |
| Leeward Financial Partners, LLC | 13,415 | $2.08M | 1.30% | +13,415 | New |
| Nations Financial Group Inc, | 13,431 | $2.08M | 0.27% | −2,688−16.7% | Reduced |
| Martin & Co Inc | 13,433 | $2.08M | 0.48% | −926−6.4% | Reduced |
| Golden State Wealth Management, LLC | 13,435 | $2.08M | 0.36% | +2,453+22.3% | Added |
| Tandem Capital Management Corp | 13,535 | $2.10M | 1.21% | −100−0.7% | Reduced |
| Lederer & Associates Investment Counsel | 13,607 | $2.11M | 1.22% | +1,239+10.0% | Added |
| Fernwood Investment Management, LLC | 13,620 | $2.11M | 0.69% | +320+2.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 13,633 | $2.11M | 1.60% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 13,648 | $2.11M | 0.88% | −454−3.2% | Reduced |
| Townsend & Associates, Inc | 13,935 | $2.12M | 1.16% | +47+0.3% | Added |
| Warther Private Wealth, LLC | 13,519 | $2.12M | 1.57% | +247+1.9% | Added |
| New England Asset Management Inc | 13,686 | $2.12M | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 13,736 | $2.13M | 1.31% | −241−1.7% | Reduced |
| Thoroughbred Financial Services, LLC | 13,749 | $2.13M | 0.45% | −14−0.1% | Reduced |
| GSB Wealth Management, LLC | 13,753 | $2.13M | 0.61% | +12,573+1,065.5% | Added |
| Synergy Financial Group, LTD | 13,770 | $2.13M | 1.91% | +13,770 | New |
| Aj Wealth Strategies, LLC | 13,858 | $2.15M | 0.10% | +62+0.4% | Added |
| Loveless Wealth Management LLC | 13,882 | $2.15M | 1.18% | +225+1.6% | Added |
| Bank of New Hampshire | 13,885 | $2.15M | 0.52% | −1,683−10.8% | Reduced |
| Scott & Selber, Inc. | 13,888 | $2.15M | 0.76% | −20.0% | Reduced |
| Beck Mack & Oliver LLC | 13,911 | $2.15M | 0.05% | −355−2.5% | Reduced |
| High Note Wealth, LLC | 13,879 | $2.15M | 0.73% | +11,793+565.3% | Added |
| Codex Capital, L.L.C. | 14,000 | $2.16M | 1.12% | +14,000 | New |
| Windsor Group LTD | 13,856 | $2.16M | 0.40% | +669+5.1% | Added |
| Laffer Tengler Investments | 13,969 | $2.16M | 0.62% | +334+2.4% | Added |
| ARS Wealth Advisors Group, LLC | 14,052 | $2.18M | 0.37% | −674−4.6% | Reduced |
| Cumberland Partners Ltd | 14,061 | $2.18M | 0.15% | +19+0.1% | Added |
| Drexel Morgan & Co. | 14,086 | $2.18M | 0.63% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 14,092 | $2.18M | 0.99% | +98+0.7% | Added |
| Valley Brook Capital Group | 14,094 | $2.18M | 1.88% | +267+1.9% | Added |
| Doman Group, LLC | 14,103 | $2.18M | 1.92% | +14,103 | New |
| BSW Wealth Partners | 14,111 | $2.19M | 0.55% | −223−1.6% | Reduced |
| Focus Financial Network, Inc. | 14,149 | $2.19M | 0.32% | +4,457+46.0% | Added |
| Baldwin Investment Management, LLC | 14,151 | $2.19M | 0.57% | +4,090+40.7% | Added |
| MBB Public Markets I LLC | 14,160 | $2.19M | 0.04% | +14,160 | New |
| Checchi Capital Advisers, LLC | 14,172 | $2.19M | 0.24% | −1,072−7.0% | Reduced |
| AdvisorNet Financial, Inc | 14,191 | $2.20M | 0.14% | +1,077+8.2% | Added |
| TCG Advisory Services, LLC | 14,199 | $2.20M | 0.52% | −283−2.0% | Reduced |
| Ellsworth Advisors, LLC | 14,210 | $2.20M | 0.81% | +365+2.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,236 | $2.21M | 1.41% | +320+2.3% | Added |
| Gsa Capital Partners LLP | 14,237 | $2.21M | 0.28% | +14,237 | New |
| Legacy Advisors, LLC | 14,254 | $2.21M | 0.81% | −212−1.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 14,259 | $2.21M | 0.37% | −358−2.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 14,284 | $2.21M | 0.49% | +470+3.4% | Added |
| Jacobsen Capital Management | 14,302 | $2.21M | 1.05% | +337+2.4% | Added |
| Investors Asset Management of Georgia Inc | 14,338 | $2.22M | 1.06% | +240+1.7% | Added |
| InTrack Investment Management Inc | 14,348 | $2.22M | 1.53% | +3,673+34.4% | Added |
| Bangor Savings Bank | 14,360 | $2.23M | 0.21% | +675+4.9% | Added |
| Newbridge Financial Services Group, Inc. | 14,370 | $2.23M | 1.05% | +8,366+139.3% | Added |
| Avantax Planning Partners, Inc. | 14,400 | $2.23M | 0.09% | +256+1.8% | Added |
| American Investment Services, Inc. | 14,410 | $2.23M | 0.49% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 14,425 | $2.23M | 1.39% | +1,696+13.3% | Added |
| Hanson & Doremus Investment Management | 14,553 | $2.25M | 0.48% | +1,464+11.2% | Added |
| Arkadios Wealth Advisors | 14,602 | $2.26M | 0.30% | +493+3.5% | Added |
| Summit Place Financial Advisors, LLC | 14,604 | $2.26M | 1.56% | +938+6.9% | Added |
| Ausdal Financial Partners, Inc. | 14,639 | $2.27M | 0.30% | −838−5.4% | Reduced |
| LCNB Corp | 14,680 | $2.27M | 1.04% | +128+0.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,687 | $2.27M | 1.21% | −118−0.8% | Reduced |
| Oakworth Capital, Inc. | 14,710 | $2.28M | 0.19% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 14,780 | $2.29M | 0.48% | +750+5.3% | Added |
| 626 Financial, LLC | 14,786 | $2.29M | 1.40% | +14,786 | New |
| American National Registered Investment Advisor, Inc. | 14,793 | $2.29M | 0.76% | −20.0% | Reduced |
| Whitener Capital Management, Inc. | 14,797 | $2.29M | 0.82% | +1,236+9.1% | Added |
| Sandhill Capital Partners LLC | 14,795 | $2.29M | 0.18% | +1,396+10.4% | Added |
| Moloney Securities Asset Management, LLC | 14,879 | $2.31M | 0.39% | −883−5.6% | Reduced |
| DRW Securities, LLC | 14,898 | $2.31M | 0.20% | +12,067+426.2% | Added |
| Anson Funds Management LP | 15,000 | $2.32M | 0.32% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.32M | 0.60% | 00.0% | Unchanged |
| Act Two Investors LLC | 15,005 | $2.32M | 1.83% | −15,936−51.5% | Reduced |
| Deseret Mutual Benefit Administrators | 15,015 | $2.33M | 0.39% | −3,581−19.3% | Reduced |
| Global Trust Asset Management, LLC | 15,028 | $2.33M | 0.92% | +268+1.8% | Added |
| Capital Financial Services, LLC | 15,039 | $2.33M | 2.54% | −200−1.3% | Reduced |
| Cornerstone Advisory, LLC | 15,061 | $2.33M | 0.34% | +550+3.8% | Added |
| Confluence Wealth Services, Inc. | 15,062 | $2.33M | 0.75% | +15,062 | New |
| Field & Main Bank | 15,075 | $2.33M | 1.35% | +210+1.4% | Added |
| Keystone Financial Group | 15,082 | $2.34M | 0.38% | −997−6.2% | Reduced |
| Cowen Prime Advisors LLC | 15,140 | $2.35M | 0.80% | +4,980+49.0% | Added |
| Conservest Capital Advisors, Inc. | 15,156 | $2.35M | 0.25% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 15,200 | $2.35M | 1.35% | +15,200 | New |
| Kistler-Tiffany Companies, LLC | 15,205 | $2.35M | 0.46% | −92−0.6% | Reduced |
| West Oak Capital, LLC | 15,203 | $2.35M | 0.87% | −90−0.6% | Reduced |
| CPWM, LLC | 13,953 | $2.36M | 0.19% | 00.0% | Unchanged |
| Davidson Trust Co | 15,267 | $2.37M | 1.62% | −40−0.3% | Reduced |
| Zeno Research, LLC | 15,277 | $2.37M | 2.29% | −30,494−66.6% | Reduced |
| McDonough Capital Management, Inc | 15,291 | $2.37M | 1.93% | +15,291 | New |
| Marietta Investment Partners LLC | 15,313 | $2.37M | 0.50% | −4,882−24.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 15,346 | $2.38M | 0.72% | +12+0.1% | Added |
| SOL Capital Management CO | 15,362 | $2.38M | 0.43% | +200+1.3% | Added |
| Eads & Heald Wealth Management | 15,373 | $2.38M | 1.03% | +287+1.9% | Added |
| Scholtz & Company, LLC | 15,405 | $2.39M | 0.77% | −11,386−42.5% | Reduced |
| Lincluden Management Ltd | 15,423 | $2.39M | 0.22% | −160−1.0% | Reduced |
| Optimum Investment Advisors | 15,426 | $2.39M | 0.93% | +890+6.1% | Added |
| FourThought Financial, LLC | 15,439 | $2.39M | 0.30% | −3,311−17.7% | Reduced |
| CRA Financial Services, LLC | 15,464 | $2.40M | 0.71% | +1,143+8.0% | Added |
| Roberts Glore & Co Inc | 15,523 | $2.40M | 0.63% | +110+0.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 15,522 | $2.40M | 1.49% | +1,085+7.5% | Added |
| Roman Butler Fullerton & Co | 15,538 | $2.41M | 1.06% | +655+4.4% | Added |
| First Business Financial Services, Inc. | 15,555 | $2.41M | 0.25% | +1,020+7.0% | Added |