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 |
|---|---|---|---|---|---|
| Trustco Bank Corp N Y | 18,120 | $2.81M | 2.45% | −49−0.3% | Reduced |
| Delta Financial Advisors LLC | 18,206 | $2.82M | 1.15% | −27−0.1% | Reduced |
| Inscription Capital, LLC | 18,206 | $2.82M | 0.77% | +4,380+31.7% | Added |
| K.J. Harrison & Partners Inc | 18,184 | $2.82M | 0.40% | +1,558+9.4% | Added |
| Hamel Associates, Inc. | 18,232 | $2.82M | 1.01% | +9,015+97.8% | Added |
| NTV Asset Management LLC | 18,273 | $2.83M | 0.47% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 18,269 | $2.83M | 0.21% | +3,297+22.0% | Added |
| Investment House LLC | 18,280 | $2.83M | 0.18% | +50.0% | Added |
| Csenge Advisory Group | 16,022 | $2.84M | 0.25% | −626−3.8% | Reduced |
| Glassy Mountain Advisors, Inc. | 18,500 | $2.87M | 1.48% | +18,500 | New |
| HCR Wealth Advisors | 18,557 | $2.87M | 0.45% | −155−0.8% | Reduced |
| Quadrant Capital Group LLC | 18,589 | $2.88M | 0.34% | −2,297−11.0% | Reduced |
| Garrison Asset Management, LLC | 18,613 | $2.88M | 1.57% | −177−0.9% | Reduced |
| Banco de Sabadell, S.A | 18,651 | $2.89M | 1.62% | +2,233+13.6% | Added |
| Qube Research & Technologies Ltd | 18,684 | $2.89M | 0.02% | −615−3.2% | Reduced |
| Abeille Asset Management SA | 18,681 | $2.89M | 0.67% | +18,681 | New |
| Sawyer & Company, Inc | 18,714 | $2.90M | 1.25% | +493+2.7% | Added |
| Pitcairn Co | 18,742 | $2.90M | 0.19% | +18,742 | New |
| Generali Powszechne Towarzystwo Emerytalne | 18,756 | $2.91M | 2.77% | +18,756 | New |
| SeaCrest Wealth Management, LLC | 18,796 | $2.91M | 0.32% | −3,177−14.5% | Reduced |
| Court Place Advisors, LLC | 18,816 | $2.91M | 0.80% | −560−2.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 18,821 | $2.92M | 1.00% | +18,821 | New |
| Davis-Rea Ltd. | 18,833 | $2.92M | 1.35% | +2,196+13.2% | Added |
| Waycross Partners, LLC | 18,838 | $2.92M | 1.67% | −1,828−8.8% | Reduced |
| Leelyn Smith, LLC | 18,857 | $2.92M | 0.78% | +454+2.5% | Added |
| Butensky & Cohen Financial Security, Inc | 18,870 | $2.92M | 1.04% | +526+2.9% | Added |
| Barings LLC | 18,903 | $2.93M | 0.08% | +4,541+31.6% | Added |
| Aspiriant, LLC | 18,912 | $2.93M | 0.16% | +967+5.4% | Added |
| Cohen Lawrence B | 18,931 | $2.93M | 1.14% | −1,967−9.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 18,926 | $2.93M | 2.34% | +18,926 | New |
| Benin Management CORP | 18,940 | $2.93M | 0.89% | +3,055+19.2% | Added |
| Spirit of America Management Corp | 18,950 | $2.94M | 0.59% | 00.0% | Unchanged |
| Hollencrest Capital Management | 19,015 | $2.94M | 0.23% | −337−1.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 19,014 | $2.94M | 1.16% | −50−0.3% | Reduced |
| Integrated Advisors Network LLC | 19,021 | $2.95M | 0.17% | −3,197−14.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 19,056 | $2.95M | 0.28% | −73−0.4% | Reduced |
| Mass Ave Global Inc. | 19,082 | $2.96M | 1.55% | +19,082 | New |
| Choate Investment Advisors | 19,121 | $2.96M | 0.17% | +823+4.5% | Added |
| Duff & Phelps Investment Management Co | 19,183 | $2.97M | 0.03% | +144+0.8% | Added |
| Mount Capital Ltd | 19,200 | $2.97M | 0.82% | +19,200 | New |
| XML Financial, LLC | 19,209 | $2.98M | 0.36% | +510+2.7% | Added |
| Blue Edge Capital, LLC | 19,212 | $2.98M | 0.57% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 19,235 | $2.98M | 0.35% | −3,514−15.4% | Reduced |
| Varma Mutual Pension Insurance Co | 19,285 | $2.99M | 0.04% | 00.0% | Unchanged |
| Iowa State Bank | 19,314 | $2.99M | 0.70% | +4,904+34.0% | Added |
| Laidlaw Wealth Management LLC | 19,376 | $3.00M | 0.48% | +19,376 | New |
| CFM Wealth Partners LLC | 19,149 | $3.00M | 0.67% | +1,181+6.6% | Added |
| QV Investors Inc. | 19,480 | $3.02M | 0.21% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 19,483 | $3.02M | 1.14% | +19,483 | New |
| American National Insurance Co | 19,490 | $3.02M | 0.67% | −118,635−85.9% | Reduced |
| Meristem Family Wealth, LLC | 19,519 | $3.02M | 0.26% | −1,377−6.6% | Reduced |
| Avidian Wealth Solutions, LLC | 19,530 | $3.02M | 0.19% | +5,879+43.1% | Added |
| Kingfisher Capital LLC | 19,544 | $3.03M | 0.70% | +2,455+14.4% | Added |
| Founders Capital Management | 19,593 | $3.04M | 1.95% | −421−2.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 19,613 | $3.04M | 1.15% | +2,457+14.3% | Added |
| Atlas Brown,Inc. | 19,630 | $3.04M | 1.18% | −781−3.8% | Reduced |
| Highlander Capital Management, LLC | 19,662 | $3.04M | 1.41% | +495+2.6% | Added |
| Thomas Story & Son LLC | 19,664 | $3.05M | 1.19% | −325−1.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 19,714 | $3.05M | 2.67% | +19,714 | New |
| Western Wealth Management, LLC | 19,728 | $3.06M | 0.30% | +19,728 | New |
| Cypress Asset Management Inc | 19,913 | $3.08M | 0.73% | +74+0.4% | Added |
| Intrust Bank NA | 19,967 | $3.09M | 0.37% | −1,657−7.7% | Reduced |
| Moneta Group Investment Advisors LLC | 19,963 | $3.09M | 0.13% | +296+1.5% | Added |
| Horan Capital Advisors, LLC. | 19,969 | $3.09M | 1.23% | −185−0.9% | Reduced |
| Naviter Wealth, LLC | 19,970 | $3.09M | 0.92% | +19,970 | New |
| Page Arthur B | 19,983 | $3.10M | 2.12% | −790−3.8% | Reduced |
| Ally Financial Inc. | 20,000 | $3.10M | 0.28% | 00.0% | Unchanged |
| Gimbel Daniel Scott | 20,000 | $3.10M | 1.14% | 00.0% | Unchanged |
| Viking Fund Management LLC | 20,000 | $3.10M | 0.82% | +5,000+33.3% | Added |
| MidWestOne Financial Group, Inc. | 20,030 | $3.10M | 0.65% | +2,737+15.8% | Added |
| Triangle Securities Wealth Management | 20,029 | $3.10M | 0.97% | +20,029 | New |
| Cornerstone Wealth Management, LLC | 20,048 | $3.11M | 0.30% | +1,065+5.6% | Added |
| Ceera Investments, LLC | 20,145 | $3.12M | 1.62% | −140−0.7% | Reduced |
| Watershed Asset Management, L.L.C. | 20,150 | $3.12M | 2.81% | +20,150 | New |
| Frisch Financial Group, Inc. | 20,201 | $3.13M | 0.98% | +334+1.7% | Added |
| Clarius Group, LLC | 20,232 | $3.13M | 0.25% | +375+1.9% | Added |
| Arlington Financial Advisors, LLC | 20,260 | $3.14M | 1.06% | −2,478−10.9% | Reduced |
| Regent Investment Management LLC | 20,284 | $3.14M | 0.68% | +651+3.3% | Added |
| Goelzer Investment Management, Inc. | 20,307 | $3.15M | 0.26% | +673+3.4% | Added |
| Forum Financial Management, LP | 20,352 | $3.15M | 0.16% | +20,352 | New |
| Trustmark National Bank Trust Department | 20,365 | $3.15M | 0.24% | −752−3.6% | Reduced |
| International Assets Investment Management, LLC | 22,371 | $3.16M | 0.55% | +1,679+8.1% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 20,389 | $3.16M | 0.63% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 20,450 | $3.17M | 0.60% | +5,088+33.1% | Added |
| Proficio Capital Partners LLC | 20,479 | $3.17M | 0.44% | +1,127+5.8% | Added |
| Compton Capital Management Inc | 20,589 | $3.19M | 0.83% | +1,580+8.3% | Added |
| Lee Johnson Capital Management, LLC | 20,617 | $3.19M | 2.62% | +20,617 | New |
| Vestmark Advisory Solutions, Inc. | 20,629 | $3.19M | 0.18% | +1,314+6.8% | Added |
| Watchman Group, Inc. | 20,636 | $3.20M | 1.67% | +2,135+11.5% | Added |
| RS Crum Inc. | 20,643 | $3.20M | 1.77% | +20,643 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 20,699 | $3.21M | 1.09% | +410+2.0% | Added |
| Slow Capital, Inc. | 20,751 | $3.21M | 0.55% | +341+1.7% | Added |
| Principle Wealth Partners LLC | 20,798 | $3.22M | 0.34% | +394+1.9% | Added |
| Dempze Nancy E | 20,802 | $3.22M | 2.17% | +576+2.8% | Added |
| Summit Financial Group Inc | 20,860 | $3.23M | 1.05% | −1,334−6.0% | Reduced |
| Exane Derivatives | 20,868 | $3.23M | 0.79% | +1,913+10.1% | Added |
| Pearl River Capital, LLC | 20,916 | $3.24M | 0.88% | −8,612−29.2% | Reduced |
| Malaga Cove Capital, LLC | 20,954 | $3.25M | 1.28% | +1,928+10.1% | Added |
| Knuff & Co LLC | 20,982 | $3.25M | 1.01% | +447+2.2% | Added |
| Heritage Way Advisors, LLC | 21,037 | $3.26M | 1.22% | +896+4.4% | Added |