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 |
|---|---|---|---|---|---|
| Sirios Capital Management L P | 24,933 | $3.86M | 0.44% | −16,460−39.8% | Reduced |
| Essex Financial Services, Inc. | 24,955 | $3.87M | 0.38% | −2,019−7.5% | Reduced |
| NovaPoint Capital, LLC | 24,978 | $3.87M | 1.39% | +2,354+10.4% | Added |
| Welch Group, LLC | 24,997 | $3.87M | 0.23% | −943−3.6% | Reduced |
| Meeder Asset Management Inc | 25,029 | $3.88M | 0.39% | −28,073−52.9% | Reduced |
| Ropes Wealth Advisors LLC | 25,145 | $3.90M | 0.69% | −563−2.2% | Reduced |
| Staley Capital Advisers Inc | 25,147 | $3.90M | 0.19% | +56+0.2% | Added |
| Wintrust Investments LLC | 25,177 | $3.90M | 0.37% | +25,177 | New |
| Bull Street Advisors, LLC | 25,258 | $3.91M | 1.86% | −230−0.9% | Reduced |
| Smithfield Trust Co | 25,291 | $3.91M | 0.24% | +585+2.4% | Added |
| Boston Family Office LLC | 25,353 | $3.93M | 0.26% | +438+1.8% | Added |
| Stonnington Group, LLC | 24,908 | $3.93M | 0.85% | +4,619+22.8% | Added |
| Surevest, LLC | 25,462 | $3.94M | 0.93% | −1,004−3.8% | Reduced |
| Curbstone Financial Management Corp | 25,468 | $3.94M | 0.70% | +730+3.0% | Added |
| Keating Investment Counselors Inc | 25,502 | $3.95M | 1.75% | −250−1.0% | Reduced |
| Coastal Investment Advisors, Inc. | 25,522 | $3.95M | 0.87% | −1,850−6.8% | Reduced |
| Capital Analysts, LLC | 25,650 | $3.97M | 0.24% | +48+0.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 25,696 | $3.98M | 0.49% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 25,698 | $3.98M | 0.65% | +17,132+200.0% | Added |
| Trinity Legacy Partners, LLC | 25,784 | $3.99M | 1.35% | +2,027+8.5% | Added |
| Mason & Associates Inc | 25,798 | $4.00M | 1.21% | +25,798 | New |
| Pegasus Asset Management, Inc. | 25,818 | $4.00M | 1.64% | +1,108+4.5% | Added |
| Univest Financial Corp | 25,922 | $4.01M | 1.02% | +385+1.5% | Added |
| United Capital Management of KS, Inc. | 25,948 | $4.02M | 1.50% | +2,418+10.3% | Added |
| Dakota Wealth Management | 25,956 | $4.02M | 0.42% | −14,034−35.1% | Reduced |
| HC Financial Advisors Inc | 25,992 | $4.03M | 2.24% | −269−1.0% | Reduced |
| Pensionfund DSM Netherlands | 26,000 | $4.03M | 0.46% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 26,006 | $4.03M | 0.04% | −930−3.5% | Reduced |
| Northstar Asset Management LLC | 26,149 | $4.05M | 0.95% | +2,191+9.1% | Added |
| M. Kulyk & Associates, LLC | 26,245 | $4.07M | 1.05% | +26,245 | New |
| Kesler, Norman & Wride, LLC | 26,248 | $4.07M | 0.86% | +1,368+5.5% | Added |
| Elk River Wealth Management, LLC | 26,313 | $4.08M | 0.92% | −5,768−18.0% | Reduced |
| Allworth Financial LP | 26,473 | $4.10M | 0.06% | +2,280+9.4% | Added |
| Diversified Investment Strategies, LLC | 26,534 | $4.11M | 2.98% | −112−0.4% | Reduced |
| Ritholtz Wealth Management | 26,618 | $4.12M | 0.26% | +1,723+6.9% | Added |
| Ruffer LLP | 26,290 | $4.13M | 0.10% | −414−1.6% | Reduced |
| True North Advisors, LLC | 26,690 | $4.13M | 0.70% | +72+0.3% | Added |
| Illinois Municipal Retirement Fund | 26,747 | $4.14M | 0.12% | +4,965+22.8% | Added |
| Meiji Yasuda Life Insurance Co | 26,789 | $4.15M | 0.07% | −2,925−9.8% | Reduced |
| Spreng Capital Management, Inc. | 26,786 | $4.15M | 2.39% | −58−0.2% | Reduced |
| Concorde Financial Corp | 26,726 | $4.16M | 2.61% | +26,726 | New |
| JCIC Asset Management Inc. | 26,890 | $4.17M | 1.25% | −130−0.5% | Reduced |
| SevenBridge Financial Group, LLC | 26,946 | $4.17M | 1.26% | +2,082+8.4% | Added |
| Cadence Bank NA | 26,978 | $4.18M | 1.14% | +749+2.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 27,000 | $4.18M | 0.52% | +27,000 | New |
| Fairbanks Capital Management, Inc. | 27,042 | $4.19M | 3.04% | −45−0.2% | Reduced |
| Mendel Money Management | 27,053 | $4.19M | 2.42% | +505+1.9% | Added |
| Rodgers Brothers Inc. | 27,059 | $4.19M | 0.75% | −359−1.3% | Reduced |
| Menlo Advisors LLC | 27,083 | $4.19M | 2.08% | −970−3.5% | Reduced |
| Bank Hapoalim BM | 27,213 | $4.21M | 0.42% | −9,417−25.7% | Reduced |
| Citadel Investment Advisory, Inc. | 27,204 | $4.21M | 2.47% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 27,267 | $4.22M | 0.13% | +11,376+71.6% | Added |
| BOK Financial Private Wealth, Inc. | 27,284 | $4.23M | 0.29% | −3,028−10.0% | Reduced |
| Morgan Jess S & Co Inc | 27,290 | $4.23M | 2.60% | +2,420+9.7% | Added |
| Robertson Stephens Wealth Management, LLC | 27,347 | $4.24M | 0.36% | +23,104+544.5% | Added |
| Audent Global Asset Management, LLC | 27,357 | $4.24M | 1.77% | +27,357 | New |
| Roberts Wealth Advisors, LLC | 27,142 | $4.25M | 1.53% | +1,623+6.4% | Added |
| Transform Wealth, LLC | 27,508 | $4.26M | 0.45% | +136+0.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 27,518 | $4.26M | 1.26% | +259+1.0% | Added |
| Bill Few Associates, Inc. | 27,541 | $4.27M | 2.21% | +27,541 | New |
| Karp Capital Management Corp | 27,562 | $4.27M | 0.54% | −3,291−10.7% | Reduced |
| Pettee Investors, Inc. | 27,658 | $4.28M | 1.79% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 27,691 | $4.29M | 0.36% | −25,734−48.2% | Reduced |
| Partners Capital Investment Group, LLP | 27,730 | $4.29M | 0.20% | +7,009+33.8% | Added |
| Bridgewater Advisors Inc. | 27,741 | $4.30M | 0.95% | −308−1.1% | Reduced |
| Mitchell Capital Management Co | 27,833 | $4.31M | 0.87% | −446−1.6% | Reduced |
| Wellington Shields & Co., LLC | 27,909 | $4.32M | 0.86% | +99+0.4% | Added |
| Berkshire Bank | 27,924 | $4.33M | 0.96% | +635+2.3% | Added |
| Peloton Wealth Strategists | 27,948 | $4.33M | 1.74% | −585−2.1% | Reduced |
| Empirical Finance, LLC | 27,961 | $4.33M | 0.51% | +4,937+21.4% | Added |
| Valley National Advisers Inc | 27,968 | $4.33M | 0.80% | −255−0.9% | Reduced |
| Savant Capital, LLC | 28,066 | $4.35M | 0.14% | +1,125+4.2% | Added |
| One Capital Management, LLC | 28,158 | $4.36M | 0.33% | +22,547+401.8% | Added |
| Asset Dedication, LLC | 28,334 | $4.37M | 0.53% | +397+1.4% | Added |
| Hall Laurie J Trustee | 28,264 | $4.38M | 1.55% | −50−0.2% | Reduced |
| Rowland & Co Investment Counsel | 35,488 | $4.38M | 0.98% | +9,492+36.5% | Added |
| Mengis Capital Management, Inc. | 28,344 | $4.39M | 0.82% | +105+0.4% | Added |
| Parkwood LLC | 28,361 | $4.39M | 0.78% | +28,361 | New |
| Regal Investment Advisors LLC | 28,450 | $4.41M | 0.39% | +61+0.2% | Added |
| Mirador Capital Partners LP | 28,465 | $4.41M | 0.93% | +4,598+19.3% | Added |
| SOA Wealth Advisors, LLC. | 28,282 | $4.41M | 1.07% | −199−0.7% | Reduced |
| Corient Capital Partners, LLC | 28,477 | $4.41M | 0.29% | −4,433−13.5% | Reduced |
| Nichols & Pratt Advisers LLP | 28,528 | $4.42M | 0.30% | −922−3.1% | Reduced |
| Liberty Capital Management, Inc. | 28,531 | $4.42M | 1.19% | −555−1.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 28,576 | $4.43M | 1.64% | +6,934+32.0% | Added |
| Silvant Capital Management LLC | 28,598 | $4.43M | 0.76% | −1,417−4.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 28,687 | $4.44M | 1.75% | +4,440+18.3% | Added |
| Mission Creek Capital Partners, Inc. | 28,739 | $4.45M | 0.88% | +109+0.4% | Added |
| Park Avenue Securities LLC | 28,796 | $4.46M | 0.08% | +601+2.1% | Added |
| Sicart Associates LLC | 28,671 | $4.47M | 1.17% | −50.0% | Reduced |
| Flagship Harbor Advisors, LLC | 28,941 | $4.48M | 0.42% | +472+1.7% | Added |
| Moody Lynn & Lieberson, LLC | 28,987 | $4.49M | 0.30% | −20,775−41.7% | Reduced |
| Meridian Wealth Management, LLC | 29,176 | $4.52M | 0.48% | +2,320+8.6% | Added |
| HBW Advisory Services LLC | 29,205 | $4.52M | 1.06% | +1,849+6.8% | Added |
| Stokes Family Office, LLC | 29,209 | $4.52M | 0.56% | −235−0.8% | Reduced |
| swisspartners Ltd. | 28,829 | $4.53M | 3.21% | +25,564+783.0% | Added |
| Coastline Trust Co | 29,250 | $4.53M | 0.52% | −4,065−12.2% | Reduced |
| Johanson Financial Advisors, Inc. | 29,292 | $4.54M | 1.39% | −110−0.4% | Reduced |
| Charter Trust Co | 29,358 | $4.55M | 0.39% | +1,227+4.4% | Added |
| Ferguson Wellman Capital Management, Inc | 29,426 | $4.56M | 0.13% | −2,111−6.7% | Reduced |