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 |
|---|---|---|---|---|---|
| Robinson Value Management, Ltd. | 15,584 | $2.41M | 1.98% | +40+0.3% | Added |
| Patten Group, Inc. | 15,600 | $2.42M | 0.64% | −2,293−12.8% | Reduced |
| Peddock Capital Advisors, LLC | 15,612 | $2.42M | 0.80% | −229−1.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 17,748 | $2.42M | 1.02% | +96+0.5% | Added |
| Brown Miller Wealth Management, LLC | 15,712 | $2.43M | 1.39% | +1,078+7.4% | Added |
| VELA Investment Management, LLC | 15,724 | $2.44M | 1.64% | +15,724 | New |
| Prospect Hill Management, LLC | 15,725 | $2.44M | 1.41% | +50+0.3% | Added |
| First Midwest Bank Trust Division | 15,727 | $2.44M | 0.31% | +155+1.0% | Added |
| Auxier Asset Management | 15,733 | $2.44M | 0.38% | −104−0.7% | Reduced |
| Intrua Financial, LLC | 15,740 | $2.44M | 0.43% | +4,003+34.1% | Added |
| Blue Fin Capital, Inc. | 15,801 | $2.45M | 0.68% | +499+3.3% | Added |
| Diversified Trust Co | 15,813 | $2.45M | 0.08% | −2,987−15.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 15,837 | $2.45M | 0.46% | +488+3.2% | Added |
| Monarch Capital Management Inc | 15,844 | $2.45M | 0.63% | +2,095+15.2% | Added |
| Cohen Investment Advisors LLC | 15,858 | $2.46M | 1.75% | +91+0.6% | Added |
| Keene & Associates, Inc. | 15,901 | $2.46M | 2.13% | +15,901 | New |
| Burney Co | 15,932 | $2.47M | 0.11% | −550−3.3% | Reduced |
| Geneva Capital Management LLC | 15,956 | $2.47M | 0.04% | −390−2.4% | Reduced |
| Hudson Value Partners, LLC | 15,949 | $2.47M | 1.20% | +550+3.6% | Added |
| Metis Global Partners, LLC | 15,971 | $2.47M | 0.69% | +15,971 | New |
| SBK Financial, Inc. | 16,000 | $2.48M | 1.98% | +16,000 | New |
| Fairhaven Wealth Management, LLC | 16,026 | $2.48M | 0.97% | −3,129−16.3% | Reduced |
| Schechter Investment Advisors, LLC | 16,067 | $2.49M | 0.23% | +16,067 | New |
| Continuum Advisory, LLC | 18,301 | $2.50M | 0.56% | +717+4.1% | Added |
| Midwest Wealth Management Inc. | 16,139 | $2.50M | 1.56% | +692+4.5% | Added |
| Sculati Wealth Management, LLC | 16,186 | $2.51M | 1.21% | +217+1.4% | Added |
| Wimmer Associates 1, LLC | 16,206 | $2.51M | 1.35% | +107+0.7% | Added |
| MSH Capital Advisors LLC | 16,207 | $2.51M | 1.12% | +16,207 | New |
| West Branch Capital LLC | 16,216 | $2.51M | 1.07% | +273+1.7% | Added |
| Nicholas Hoffman & Company, LLC. | 16,286 | $2.52M | 0.08% | +1,276+8.5% | Added |
| Bank of Hawaii | 16,295 | $2.52M | 0.13% | +884+5.7% | Added |
| Kore Private Wealth LLC | 16,324 | $2.53M | 0.31% | −1,200−6.8% | Reduced |
| Cheviot Value Management, LLC | 16,325 | $2.53M | 0.59% | +605+3.8% | Added |
| Connolly Sarah T. | 16,333 | $2.53M | 1.41% | +5,152+46.1% | Added |
| Steinberg Asset Management LLC | 16,346 | $2.53M | 3.08% | +806+5.2% | Added |
| Wunderlich Capital Managemnt | 16,349 | $2.53M | 1.13% | +11,272+222.0% | Added |
| Botty Investors LLC | 16,469 | $2.55M | 0.76% | −2,470−13.0% | Reduced |
| Meridian Management Co | 16,484 | $2.55M | 0.74% | +480+3.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 16,538 | $2.56M | 0.12% | +16,538 | New |
| Sentry Investment Management LLC | 16,546 | $2.56M | 0.67% | −455−2.7% | Reduced |
| Hall Capital Management Co Inc | 16,559 | $2.56M | 1.45% | +996+6.4% | Added |
| Los Angeles Capital Management LLC | 16,571 | $2.57M | 0.01% | −169,915−91.1% | Reduced |
| Markston International LLC | 16,577 | $2.57M | 2.59% | −3,590−17.8% | Reduced |
| MV Capital Management, Inc. | 16,600 | $2.57M | 0.37% | +1,922+13.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 16,622 | $2.58M | 0.63% | +9,707+140.4% | Added |
| Bowling Portfolio Management LLC | 16,630 | $2.58M | 0.53% | −410−2.4% | Reduced |
| Stratos Wealth Advisors, LLC | 16,662 | $2.58M | 0.19% | +3,339+25.1% | Added |
| Capital Planning Advisors, LLC | 16,785 | $2.60M | 0.50% | −2,018−10.7% | Reduced |
| Vickerman Investment Advisors, Inc. | 16,822 | $2.61M | 1.05% | +2,959+21.3% | Added |
| Pinkerton Retirement Specialists, LLC | 16,836 | $2.61M | 0.46% | +1,137+7.2% | Added |
| Modera Wealth Management, LLC | 16,849 | $2.61M | 0.10% | +6,912+69.6% | Added |
| DAGCO, Inc. | 16,916 | $2.62M | 1.03% | +247+1.5% | Added |
| Intersect Capital LLC | 16,954 | $2.63M | 0.48% | −7,056−29.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $2.63M | 0.80% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 17,012 | $2.63M | 0.10% | +17,012 | New |
| Lombard Odier Asset Management (Switzerland) SA | 17,019 | $2.64M | 0.17% | −26−0.2% | Reduced |
| Miller Investment Management, LP | 17,023 | $2.64M | 0.38% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17,039 | $2.64M | 0.32% | +236+1.4% | Added |
| Buttonwood Financial Advisors Inc. | 17,117 | $2.65M | 2.59% | +17,117 | New |
| Ballentine Partners, LLC | 17,132 | $2.65M | 0.08% | +310+1.8% | Added |
| Cypress Capital Group | 17,140 | $2.65M | 0.33% | +3,819+28.7% | Added |
| Resonant Capital Advisors, LLC | 17,159 | $2.66M | 0.40% | +2,010+13.3% | Added |
| Lynch Asset Management, Inc. | 17,175 | $2.66M | 1.85% | +17,175 | New |
| First National Bank & Trust Co of Newtown | 17,190 | $2.66M | 0.51% | −90−0.5% | Reduced |
| Enhancing Capital LLC | 17,200 | $2.66M | 2.89% | +17,200 | New |
| Linker Capital Management Inc. | 17,218 | $2.67M | 2.56% | +17,218 | New |
| YorkBridge Wealth Partners, LLC | 17,231 | $2.67M | 0.60% | +167+1.0% | Added |
| V Wealth Advisors LLC | 17,242 | $2.67M | 0.39% | −1,301−7.0% | Reduced |
| Birmingham Capital Management Co Inc | 17,298 | $2.68M | 0.97% | −250−1.4% | Reduced |
| Wall Street Access Asset Management, LLC | 17,315 | $2.68M | 1.43% | −4,009−18.8% | Reduced |
| Founders Financial Alliance, LLC | 17,328 | $2.68M | 1.08% | +87+0.5% | Added |
| Horizon Wealth Management, LLC | 17,373 | $2.69M | 0.78% | +17,373 | New |
| American Money Management, LLC | 17,380 | $2.69M | 0.70% | −6,419−27.0% | Reduced |
| Fort Sheridan Advisors LLC | 17,384 | $2.69M | 0.78% | +3,163+22.2% | Added |
| Enterprise Bank & Trust Co | 17,433 | $2.70M | 0.94% | +545+3.2% | Added |
| Grove Bank & Trust | 17,508 | $2.71M | 0.52% | +485+2.8% | Added |
| Phraction Management LLC | 17,512 | $2.71M | 1.64% | +17,512 | New |
| Trust Asset Management LLC | 17,543 | $2.72M | 0.34% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 17,556 | $2.72M | 0.39% | +17,556 | New |
| Krilogy Financial LLC | 17,590 | $2.72M | 0.27% | +752+4.5% | Added |
| Ascent Group, LLC | 19,858 | $2.73M | 0.35% | +19,858 | New |
| Ashton Thomas Private Wealth, LLC | 17,668 | $2.74M | 0.27% | +5,512+45.3% | Added |
| TBH Global Asset Management, LLC | 17,667 | $2.74M | 0.57% | +175+1.0% | Added |
| Equitable Trust Co | 17,673 | $2.74M | 0.17% | +3,123+21.5% | Added |
| Lake Street Advisors Group, LLC | 17,798 | $2.76M | 0.17% | +17,798 | New |
| Gilman Hill Asset Management, LLC | 17,803 | $2.76M | 0.61% | +416+2.4% | Added |
| Stillwater Investment Management, LLC | 17,825 | $2.76M | 0.68% | −823−4.4% | Reduced |
| Summit X, LLC | 17,784 | $2.76M | 0.64% | +332+1.9% | Added |
| Brown Advisory Securities, LLC | 17,838 | $2.76M | 1.18% | −12,496−41.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 17,865 | $2.77M | 0.91% | +195+1.1% | Added |
| Lavaca Capital LLC | 17,882 | $2.77M | 1.23% | +14,333+403.9% | Added |
| Mechanics Bank Trust Department | 17,887 | $2.77M | 0.41% | +1,539+9.4% | Added |
| Conning Inc. | 17,903 | $2.77M | 0.07% | −1,170−6.1% | Reduced |
| Capital Asset Advisory Services LLC | 17,925 | $2.78M | 0.29% | −955−5.1% | Reduced |
| Grand Central Investment Group | 17,925 | $2.78M | 3.32% | −642−3.5% | Reduced |
| Bizma Investimentos Ltda | 18,000 | $2.79M | 1.63% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 18,051 | $2.80M | 2.18% | +19+0.1% | Added |
| Connable Office Inc | 18,061 | $2.80M | 0.36% | −451−2.4% | Reduced |
| Charter Research & Investment Group, Inc. | 18,072 | $2.80M | 2.20% | 00.0% | Unchanged |
| Gould Capital, LLC | 18,101 | $2.80M | 1.96% | +18,101 | New |