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; 2,947 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
- 3,373
- +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
- 476
- 1,524 more added
- Sold out
- 152
- 1,077 more reduced
48 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 | 2,947 | $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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 531 | $82.0K | 0.08% | +531 | New |
| Riggs Asset Managment Co. Inc. | 533 | $83.0K | 0.02% | −400−42.9% | Reduced |
| Vienna Asset Management LLC | 540 | $84.0K | 0.08% | +540 | New |
| Penserra Capital Management LLC | 568 | $86.0K | 0.00% | −70−11.0% | Reduced |
| Monolith Advisors | 585 | $90.0K | 0.07% | +585 | New |
| Cypress Capital Management LLC (WY) | 594 | $92.0K | 0.08% | −88−12.9% | Reduced |
| IronBridge Private Wealth, LLC | 599 | $93.0K | 0.05% | +200+50.1% | Added |
| Lowe Wealth Advisors, LLC | 616 | $95.0K | 0.04% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 617 | $96.0K | 0.04% | 00.0% | Unchanged |
| Savior LLC | 635 | $99.0K | 0.08% | +30+5.0% | Added |
| Stephenson National Bank & Trust | 638 | $99.0K | 0.06% | +532+501.9% | Added |
| Barnett & Company, Inc. | 645 | $100.0K | 0.07% | −50−7.2% | Reduced |
| Pacifica Partners Inc. | 633 | $100.0K | 0.07% | +57+9.9% | Added |
| Natixis Investment Managers International | 658 | $101.0K | 0.01% | −684−51.0% | Reduced |
| Cranbrook Wealth Management, LLC | 673 | $104.0K | 0.02% | −86−11.3% | Reduced |
| Professional Financial Advisors, LLC | 671 | $104.0K | 0.04% | −88−11.6% | Reduced |
| Blue Chip Partners, Inc. | 678 | $105.0K | 0.01% | −82,629−99.2% | Reduced |
| WD Rutherford LLC | 675 | $105.0K | 0.05% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 681 | $105.0K | 0.07% | +681 | New |
| Norwood Financial Corp | 693 | $107.0K | 0.15% | +693 | New |
| Spectrum Management Group, LLC | 710 | $110.0K | 0.02% | −1,054−59.8% | Reduced |
| Timber Creek Capital Management LLC | 713 | $110.0K | 0.03% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 722 | $112.0K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 738 | $114.0K | 0.00% | +50+7.3% | Added |
| Blueprint Investment Partners LLC | 767 | $118.8K | 0.03% | −4,337−85.0% | Reduced |
| Cornerstone Management, Inc. | 769 | $119.1K | 0.03% | +769 | New |
| Baron Financial Group, LLC | 772 | $119.6K | 0.07% | 00.0% | Unchanged |
| Emfo, LLC | 792 | $123.0K | 0.11% | 00.0% | Unchanged |
| TAP Consulting, LLC | 814 | $126.0K | 0.03% | +814 | New |
| NuWave Investment Management, LLC | 824 | $128.0K | 0.15% | +824 | New |
| Shore Point Advisors, LLC | 841 | $130.0K | 0.11% | +841 | New |
| McClarren Financial Advisors, Inc. | 843 | $131.0K | 0.09% | +2+0.2% | Added |
| Mizuho Securities Co. Ltd. | 851 | $132.0K | 0.05% | −5,280−86.1% | Reduced |
| Cedar Mountain Advisors, LLC | 851 | $132.0K | 0.04% | +10+1.2% | Added |
| Odey Asset Management Group Ltd | 868 | $134.0K | 0.04% | −32−3.6% | Reduced |
| Investors Research Corp | 865 | $134.0K | 0.04% | +13+1.5% | Added |
| Ten Capital Wealth Advisors, LLC | 885 | $137.0K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 900 | $139.3K | 0.13% | +900 | New |
| Truehand, Inc | 909 | $141.0K | 0.08% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 915 | $142.0K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 921 | $142.7K | 0.05% | −25−2.6% | Reduced |
| KB Financial Partners, LLC | 929 | $144.0K | 0.04% | +929 | New |
| AlphaMark Advisors, LLC | 950 | $147.0K | 0.05% | +1+0.1% | Added |
| C M Bidwell & Associates Ltd | 969 | $150.0K | 0.09% | −496−33.9% | Reduced |
| Freedman Financial Associates, Inc. | 983 | $152.0K | 0.10% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 997 | $154.4K | 0.07% | −15−1.5% | Reduced |
| Ayalon Holdings Ltd. | 1,000 | $155.0K | 0.05% | −4,590−82.1% | Reduced |
| EMC Capital Management | 1,000 | $155.0K | 0.08% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $155.9K | 0.05% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 1,025 | $159.0K | 0.06% | +1,025 | New |
| CKW Financial Group | 1,060 | $160.0K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,034 | $160.0K | 0.07% | +1,034 | New |
| Tucker Asset Management LLC | 1,028 | $160.3K | 0.05% | +28+2.8% | Added |
| Newton One Investments LLC | 1,076 | $167.0K | 0.12% | 00.0% | Unchanged |
| Activest Wealth Management | 1,131 | $175.0K | 0.11% | +396+53.9% | Added |
| Avion Wealth | 1,161 | $180.0K | 0.05% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,165 | $180.0K | 0.12% | +1,165 | New |
| Orion Capital Management LLC | 1,177 | $182.0K | 0.10% | +400+51.5% | Added |
| Aquire Wealth Advisors, LLC | 1,172 | $182.0K | 0.10% | +1,172 | New |
| Solstein Capital, LLC | 1,183 | $183.0K | 0.11% | −1,293−52.2% | Reduced |
| HighMark Wealth Management LLC | 1,182 | $183.0K | 0.12% | +4+0.3% | Added |
| Credential Qtrade Securities Inc. | 1,188 | $184.0K | 0.01% | −757−38.9% | Reduced |
| Cutler Group LP | 1,200 | $185.0K | 0.01% | −2,341−66.1% | Reduced |
| Clearview Wealth Advisors LLC | 1,207 | $187.0K | 0.11% | −16−1.3% | Reduced |
| WFA of San Diego, LLC | 1,207 | $187.0K | 0.11% | +220+22.3% | Added |
| Core Alternative Capital | 1,209 | $187.0K | 0.04% | +1,043+628.3% | Added |
| PFS Partners, LLC | 1,209 | $187.2K | 0.14% | +1,209 | New |
| United Community Bank | 1,210 | $187.4K | 0.19% | +1,210 | New |
| American Research & Management Co. | 1,216 | $188.0K | 0.04% | +75+6.6% | Added |
| Maryland Capital Advisors Inc. | 1,216 | $188.0K | 0.16% | +1,216 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 1,381 | $190.0K | 0.15% | +1,381 | New |
| Veritas Investment Partners (UK) Ltd. | 1,250 | $194.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,263 | $195.0K | 0.05% | +1,263 | New |
| Seldon Capital LP | 1,265 | $196.0K | 0.13% | +1,265 | New |
| RWM Asset Management, LLC | 1,278 | $198.0K | 0.04% | −239−15.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,284 | $199.0K | 0.03% | +424+49.3% | Added |
| Rock Creek Group, LP | 1,290 | $200.0K | 0.03% | −428−24.9% | Reduced |
| BEAM Asset Management, LLC | 1,297 | $201.0K | 0.23% | −263−16.9% | Reduced |
| Sunburst Financial Group, LLC | 1,295 | $201.0K | 0.10% | +93+7.7% | Added |
| Peregrine Asset Advisers, Inc. | 1,302 | $202.0K | 0.08% | 00.0% | Unchanged |
| Lincoln Capital Corp | 1,310 | $203.0K | 0.10% | −521−28.5% | Reduced |
| JJJ Advisors Inc. | 1,308 | $203.0K | 0.06% | −226−14.7% | Reduced |
| HC Advisors, LLC | 1,317 | $204.0K | 0.13% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 1,315 | $204.0K | 0.07% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,325 | $205.0K | 0.04% | +22+1.7% | Added |
| Kolinsky Wealth Management, LLC | 1,324 | $205.0K | 0.19% | +1,324 | New |
| Fenimore Asset Management Inc | 1,333 | $206.0K | 0.00% | −180−11.9% | Reduced |
| Concentrum Wealth Management | 1,331 | $206.0K | 0.11% | +10+0.8% | Added |
| Aprio Wealth Management, LLC | 1,333 | $206.0K | 0.09% | +30+2.3% | Added |
| Triad Investment Management | 1,331 | $206.0K | 0.19% | +1,331 | New |
| Armbruster Capital Management, Inc. | 1,340 | $208.0K | 0.05% | 00.0% | Unchanged |
| First Farmers & Merchants Bank / Trust | 1,343 | $208.0K | 0.21% | +1,343 | New |
| R. W. Roge & Company, Inc. | 1,519 | $209.0K | 0.16% | 00.0% | Unchanged |
| Brickley Wealth Management | 1,349 | $209.0K | 0.04% | −53−3.8% | Reduced |
| Sage Investment Advisers LLC | 1,350 | $209.0K | 0.27% | +1,350 | New |
| Ferguson Shapiro LLC | 1,359 | $210.0K | 0.11% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,365 | $211.0K | 0.09% | −30−2.2% | Reduced |
| Birchcreek Wealth Management, LLC | 1,363 | $211.0K | 0.18% | +1,363 | New |
| Richwood Investment Advisors, LLC | 1,360 | $211.0K | 0.18% | +1,360 | New |
| Must Asset Management Inc. | 1,361 | $212.0K | 0.11% | 00.0% | Unchanged |