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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 21,077 | $3.27M | 1.58% | +1,007+5.0% | Added |
| Tower View Investment Management & Research LLC | 21,092 | $3.27M | 1.66% | +291+1.4% | Added |
| Autumn Glory Partners, LLC | 21,089 | $3.27M | 1.36% | +21,089 | New |
| Change Path, LLC | 21,111 | $3.27M | 0.16% | +774+3.8% | Added |
| Searle & Co. | 21,176 | $3.28M | 1.19% | +250+1.2% | Added |
| Herbst Group, LLC | 21,177 | $3.28M | 2.02% | +21,177 | New |
| Jasper Ridge Partners, L.P. | 21,254 | $3.29M | 0.12% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 21,254 | $3.29M | 0.37% | +10,800+103.3% | Added |
| McMahon Financial Advisors, LLC | 21,349 | $3.30M | 1.40% | +694+3.4% | Added |
| Venator Management LLC | 21,356 | $3.31M | 0.90% | −480−2.2% | Reduced |
| EPG Wealth Management LLC | 21,384 | $3.31M | 1.16% | +5,066+31.0% | Added |
| Shepherd Financial Partners LLC | 21,392 | $3.31M | 0.58% | +1,050+5.2% | Added |
| Clear Harbor Asset Management, LLC | 21,486 | $3.33M | 0.36% | +10,169+89.9% | Added |
| Twinbeech Capital LP | 21,528 | $3.33M | 0.19% | +10,472+94.7% | Added |
| Hendershot Investments Inc. | 21,542 | $3.34M | 0.51% | +217+1.0% | Added |
| Boltwood Capital Management | 21,559 | $3.34M | 1.23% | +81+0.4% | Added |
| Weik Capital Management | 21,580 | $3.34M | 1.27% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 21,650 | $3.35M | 3.04% | +21,650 | New |
| Hunter Associates Investment Management LLC | 21,700 | $3.36M | 0.96% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 21,788 | $3.38M | 0.14% | +21,788 | New |
| Harbour Investments, Inc. | 21,802 | $3.38M | 0.20% | −34,337−61.2% | Reduced |
| Bristlecone Advisors, LLC | 21,851 | $3.38M | 0.41% | −601−2.7% | Reduced |
| Chicago Trust Co NA | 21,985 | $3.40M | 0.68% | −4,039−15.5% | Reduced |
| Paradigm Financial Partners, LLC | 21,992 | $3.41M | 0.71% | +2,025+10.1% | Added |
| Montecito Bank & Trust | 21,995 | $3.41M | 0.60% | −2,325−9.6% | Reduced |
| Strategic Financial Services, Inc, | 22,029 | $3.41M | 0.25% | −210−0.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 22,083 | $3.42M | 1.01% | +305+1.4% | Added |
| Bedel Financial Consulting, Inc. | 22,102 | $3.42M | 1.06% | +46+0.2% | Added |
| Plimoth Trust Co LLC | 22,108 | $3.42M | 0.87% | +5,416+32.4% | Added |
| Pictet Bank & Trust Ltd | 22,150 | $3.43M | 1.77% | −40−0.2% | Reduced |
| JSF Financial, LLC | 22,164 | $3.43M | 1.67% | −1,286−5.5% | Reduced |
| Carl P. Sherr & Co., LLC | 22,174 | $3.44M | 2.08% | +1,108+5.3% | Added |
| Harbour Capital Advisors, LLC | 22,175 | $3.44M | 0.84% | +1,405+6.8% | Added |
| Jackson Hole Capital Partners, LLC | 22,191 | $3.44M | 1.08% | +3,037+15.9% | Added |
| Diamant Asset Management, Inc. | 22,244 | $3.44M | 2.52% | +636+2.9% | Added |
| RVW Wealth, LLC | 22,248 | $3.45M | 0.38% | +812+3.8% | Added |
| First Trust Bank, Ltd. | 22,300 | $3.45M | 4.33% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 22,327 | $3.46M | 2.30% | +22,327 | New |
| Riverview Capital Advisers, LLC | 22,383 | $3.47M | 1.54% | +22,383 | New |
| Vestcor Inc | 22,428 | $3.47M | 0.12% | −4,350−16.2% | Reduced |
| BDO Wealth Advisors, LLC | 22,538 | $3.49M | 0.37% | −1,022−4.3% | Reduced |
| Condor Capital Management | 22,546 | $3.49M | 0.37% | +471+2.1% | Added |
| JB Capital LLC | 22,545 | $3.49M | 0.35% | +1,655+7.9% | Added |
| Abbot Financial Management, Inc. | 22,602 | $3.50M | 1.56% | −49−0.2% | Reduced |
| IFG Advisory, LLC | 22,656 | $3.51M | 0.34% | +328+1.5% | Added |
| Xcel Wealth Management, LLC | 22,731 | $3.52M | 0.91% | +9,395+70.4% | Added |
| Pallas Capital Advisors LLC | 25,731 | $3.54M | 0.43% | +13,862+116.8% | Added |
| Cito Capital Group, LLC | 22,950 | $3.56M | 1.48% | +1,100+5.0% | Added |
| CV Advisors LLC | 22,980 | $3.56M | 2.03% | +22,980 | New |
| Waldron Private Wealth LLC | 22,987 | $3.56M | 0.18% | +6,912+43.0% | Added |
| Morse Asset Management, Inc | 23,040 | $3.57M | 0.80% | −17,843−43.6% | Reduced |
| Iat Reinsurance Co Ltd. | 23,070 | $3.57M | 0.59% | 00.0% | Unchanged |
| Advisor Resource Council | 23,172 | $3.59M | 0.28% | +12,146+110.2% | Added |
| Harbour Investment Management LLC | 23,195 | $3.59M | 1.64% | −29−0.1% | Reduced |
| Acadian Asset Management LLC | 23,246 | $3.60M | 0.01% | −41,635−64.2% | Reduced |
| Teamwork Financial Advisors, LLC | 23,280 | $3.61M | 0.66% | −3,715−13.8% | Reduced |
| Atom Investors LP | 23,308 | $3.61M | 1.00% | −18,019−43.6% | Reduced |
| Sky Investment Group LLC | 23,310 | $3.61M | 0.73% | +3,904+20.1% | Added |
| Wealthspire Advisors, LLC | 23,372 | $3.62M | 0.08% | −4,586−16.4% | Reduced |
| Eqis Capital Management, Inc. | 23,399 | $3.62M | 0.27% | +401+1.7% | Added |
| Arden Trust Co | 23,407 | $3.63M | 0.62% | −439−1.8% | Reduced |
| Balyasny Asset Management LLC | 23,429 | $3.63M | 0.02% | +23,429 | New |
| Estabrook Capital Management | 23,512 | $3.64M | 0.52% | −1,180−4.8% | Reduced |
| Red Door Wealth Management, LLC | 23,547 | $3.65M | 1.20% | +2,151+10.1% | Added |
| BBR Partners, LLC | 23,558 | $3.65M | 0.43% | +902+4.0% | Added |
| Smith, Moore & Co. | 23,679 | $3.67M | 0.51% | +684+3.0% | Added |
| Amitell Capital Pte Ltd | 23,704 | $3.67M | 2.55% | +23,704 | New |
| Physicians Financial Services, Inc. | 23,752 | $3.68M | 1.36% | −1,020−4.1% | Reduced |
| Northwest Investment Counselors, LLC | 23,755 | $3.68M | 0.90% | +1,944+8.9% | Added |
| Level Four Advisory Services, LLC | 23,752 | $3.68M | 0.28% | +6,173+35.1% | Added |
| Asset Management Group, Inc. | 23,759 | $3.68M | 0.72% | +1,746+7.9% | Added |
| Oder Investment Management, LLC | 23,758 | $3.68M | 5.19% | +2,719+12.9% | Added |
| Ami Investment Management Inc | 23,824 | $3.69M | 1.52% | +103+0.4% | Added |
| Bradley Mark J. | 23,831 | $3.69M | 2.41% | −1,224−4.9% | Reduced |
| Fundamentun, LLC | 23,880 | $3.70M | 0.58% | +240+1.0% | Added |
| Covey Capital Advisors, LLC | 23,889 | $3.70M | 2.97% | −429−1.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 23,956 | $3.71M | 0.53% | +1,213+5.3% | Added |
| BigSur Wealth Management LLC | 24,012 | $3.72M | 1.45% | +4,900+25.6% | Added |
| Joel Isaacson & Co., LLC | 24,050 | $3.73M | 0.26% | +50.0% | Added |
| Jacobi Capital Management LLC | 24,080 | $3.73M | 0.44% | +67+0.3% | Added |
| Community Bank, N.A. | 24,099 | $3.73M | 0.43% | −2,910−10.8% | Reduced |
| Hoey Investments, Inc | 24,103 | $3.73M | 0.98% | −2,175−8.3% | Reduced |
| Consolidated Investment Group LLC | 24,202 | $3.75M | 0.59% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 24,212 | $3.75M | 0.13% | −2,126−8.1% | Reduced |
| Concentric Wealth Management, LLC | 24,252 | $3.76M | 1.06% | +355+1.5% | Added |
| Royal Fund Management, LLC | 24,431 | $3.78M | 0.54% | −4,053−14.2% | Reduced |
| Winch Advisory Services, LLC | 24,446 | $3.79M | 1.25% | −379−1.5% | Reduced |
| Vishria Bird Financial Group, LLC | 24,469 | $3.79M | 1.76% | +1,322+5.7% | Added |
| Kovack Advisors, Inc. | 24,490 | $3.79M | 0.37% | +1,028+4.4% | Added |
| Beaton Management Co. Inc. | 24,515 | $3.80M | 2.27% | +60+0.2% | Added |
| Rehmann Capital Advisory Group | 24,524 | $3.80M | 0.35% | +749+3.2% | Added |
| Lindbrook Capital, LLC | 24,535 | $3.80M | 0.58% | +5,364+28.0% | Added |
| Bremer Bank National Association | 24,631 | $3.81M | 0.63% | +6,186+33.5% | Added |
| Castleview Partners, LLC | 592,664 | $3.83M | 0.03% | +592,664 | New |
| Trust Co of Oklahoma | 24,753 | $3.83M | 1.30% | −515−2.0% | Reduced |
| Commerzbank Aktiengesellschaft | 24,777 | $3.84M | 0.22% | +300+1.2% | Added |
| Resources Investment Advisors, LLC. | 24,790 | $3.84M | 0.14% | +501+2.1% | Added |
| Reilly Financial Advisors, LLC | 24,811 | $3.84M | 0.29% | −138−0.6% | Reduced |
| Altium Wealth Management LLC | 24,894 | $3.86M | 0.25% | +211+0.9% | Added |
| Fruth Investment Management | 24,924 | $3.86M | 1.06% | +116+0.5% | Added |