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 |
|---|---|---|---|---|---|
| McBroom & Associates, LLC | 29,490 | $4.57M | 3.44% | +29,490 | New |
| Old Second National Bank of Aurora | 27,170 | $4.57M | 1.35% | +1,561+6.1% | Added |
| Graybill Bartz & Assoc Ltd | 29,515 | $4.57M | 2.07% | +149+0.5% | Added |
| Laurel Wealth Advisors, Inc. | 29,520 | $4.57M | 0.35% | +9,728+49.2% | Added |
| Blue Zone Wealth Advisors, LLC | 29,545 | $4.58M | 1.51% | +1,521+5.4% | Added |
| Campbell Newman Asset Management Inc | 29,599 | $4.58M | 0.41% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 29,647 | $4.59M | 0.41% | +1,097+3.8% | Added |
| Citizens National Bank Trust Department | 29,654 | $4.59M | 1.74% | −22,225−42.8% | Reduced |
| Citizens Business Bank | 29,710 | $4.60M | 0.56% | +271+0.9% | Added |
| Carroll Financial Associates, Inc. | 30,244 | $4.62M | 0.25% | −289−0.9% | Reduced |
| Alerus Financial NA | 29,847 | $4.62M | 0.38% | −19,256−39.2% | Reduced |
| Quest Investment Management LLC | 29,872 | $4.63M | 0.40% | +6,228+26.3% | Added |
| HB Wealth Management, LLC | 29,901 | $4.63M | 0.09% | +29,901 | New |
| Mizuho Markets Cayman LP | 29,970 | $4.64M | 0.47% | +8,107+37.1% | Added |
| Otter Creek Advisors, LLC | 30,000 | $4.65M | 4.36% | +30,000 | New |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $4.65M | 2.02% | +30,000 | New |
| Enterprise Trust & Investment Co | 30,060 | $4.66M | 1.63% | −409−1.3% | Reduced |
| Journey Advisory Group, LLC | 30,070 | $4.66M | 1.29% | +2,577+9.4% | Added |
| Wills Financial Group, Inc. | 30,084 | $4.66M | 1.84% | +1,374+4.8% | Added |
| IMS Capital Management | 30,101 | $4.66M | 2.40% | +15,107+100.8% | Added |
| S&CO Inc | 30,107 | $4.66M | 0.33% | +2,000+7.1% | Added |
| ACG Wealth | 30,192 | $4.68M | 0.66% | −8,166−21.3% | Reduced |
| First Citizens Bank & Trust Co | 30,215 | $4.68M | 0.18% | +1,266+4.4% | Added |
| IBM Retirement Fund | 30,231 | $4.68M | 0.58% | −21,067−41.1% | Reduced |
| North Star Investment Management Corp. | 30,227 | $4.68M | 0.33% | +339+1.1% | Added |
| Magnolia Capital Advisors LLC | 30,273 | $4.69M | 1.37% | −23−0.1% | Reduced |
| Andra AP-fonden | 30,300 | $4.69M | 0.10% | −11,700−27.9% | Reduced |
| First Interstate Bank | 30,368 | $4.70M | 0.46% | −182−0.6% | Reduced |
| IndexIQ Advisors LLC | 30,472 | $4.72M | 0.16% | −1,068−3.4% | Reduced |
| Weil Company, Inc. | 30,484 | $4.72M | 2.20% | +286+0.9% | Added |
| Maryland Capital Management | 30,500 | $4.72M | 0.26% | +218+0.7% | Added |
| William Allan, LLC | 30,584 | $4.74M | 3.37% | +30,584 | New |
| MainStreet Investment Advisors LLC | 30,652 | $4.75M | 0.41% | −57−0.2% | Reduced |
| Proequities, Inc. | 30,664 | $4.75M | 0.27% | +2,209+7.8% | Added |
| Brighton Jones LLC | 30,729 | $4.76M | 0.22% | +1,357+4.6% | Added |
| Hills Bank & Trust Co | 30,747 | $4.76M | 0.65% | −1,521−4.7% | Reduced |
| Montis Financial, LLC | 30,778 | $4.77M | 3.46% | +918+3.1% | Added |
| Beach Investment Counsel Inc | 30,850 | $4.78M | 0.63% | 00.0% | Unchanged |
| Gs Investments, Inc. | 30,861 | $4.78M | 2.31% | +70+0.2% | Added |
| Adalta Capital Management LLC | 31,026 | $4.80M | 2.22% | +4,953+19.0% | Added |
| FDx Advisors, Inc. | 31,149 | $4.83M | 0.13% | +11,649+59.7% | Added |
| Veriti Management LLC | 31,193 | $4.83M | 0.63% | −641−2.0% | Reduced |
| Townsend Asset Management Corp | 31,221 | $4.84M | 2.31% | +1,283+4.3% | Added |
| Greenleaf Trust | 31,227 | $4.84M | 0.06% | −3,904−11.1% | Reduced |
| Clearline Capital LP | 31,234 | $4.84M | 0.66% | +31,234 | New |
| Parallel Advisors, LLC | 31,346 | $4.86M | 0.18% | −1,630−4.9% | Reduced |
| Duncker Streett & Co Inc | 31,360 | $4.86M | 0.84% | −384−1.2% | Reduced |
| GFS Advisors, LLC | 31,481 | $4.88M | 0.80% | +14,339+83.6% | Added |
| Notis-McConarty Edward | 31,575 | $4.89M | 1.63% | +296+0.9% | Added |
| J.W. Cole Advisors, Inc. | 31,664 | $4.90M | 0.32% | +54+0.2% | Added |
| KLCM Advisors, Inc. | 31,675 | $4.91M | 1.07% | +65+0.2% | Added |
| Westhampton Capital, LLC | 31,682 | $4.91M | 3.00% | −99−0.3% | Reduced |
| Strategic Wealth Designers | 31,698 | $4.91M | 1.28% | +3,473+12.3% | Added |
| Easterly Investment Partners LLC | 31,707 | $4.91M | 0.36% | −269−0.8% | Reduced |
| Comerica Securities,inc. | 31,705 | $4.91M | 0.31% | −218−0.7% | Reduced |
| B. Riley Wealth Management, Inc. | 31,741 | $4.92M | 0.34% | −1,476−4.4% | Reduced |
| RPg Family Wealth Advisory, LLC | 31,761 | $4.92M | 1.94% | −164−0.5% | Reduced |
| Panagora Asset Management Inc | 31,774 | $4.92M | 0.03% | −46,456−59.4% | Reduced |
| Redwood Investments, LLC | 31,792 | $4.92M | 0.39% | +1,925+6.4% | Added |
| RB Capital Management, LLC | 31,835 | $4.93M | 1.54% | +261+0.8% | Added |
| Ironwood Investment Counsel, LLC | 31,843 | $4.93M | 1.13% | +2,551+8.7% | Added |
| Wealthcare Advisory Partners LLC | 31,865 | $4.93M | 0.30% | +1,063+3.5% | Added |
| Kornitzer Capital Management Inc | 31,894 | $4.94M | 0.07% | −7,720−19.5% | Reduced |
| Essex LLC | 31,893 | $4.94M | 1.32% | −39−0.1% | Reduced |
| Boenning & Scattergood, Inc. | 31,924 | $4.95M | 0.79% | +974+3.1% | Added |
| Northwest Bancshares, Inc. | 31,942 | $4.95M | 0.97% | +1,196+3.9% | Added |
| Whalerock Point Partners, LLC | 31,965 | $4.95M | 1.70% | +2,335+7.9% | Added |
| Circle Wealth Management, LLC | 32,033 | $4.96M | 0.65% | −1,696−5.0% | Reduced |
| Brave Asset Management Inc | 32,089 | $4.97M | 1.36% | −3,246−9.2% | Reduced |
| Naples Global Advisors, LLC | 32,181 | $4.98M | 0.58% | −484−1.5% | Reduced |
| Institute for Wealth Management, LLC. | 32,191 | $4.99M | 0.81% | +530+1.7% | Added |
| Beech Hill Advisors, Inc. | 32,235 | $4.99M | 1.90% | +28,810+841.2% | Added |
| Boston Research & Management Inc | 32,248 | $4.99M | 1.36% | −530−1.6% | Reduced |
| Patton Albertson Miller Group, LLC | 32,245 | $4.99M | 0.81% | −174−0.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 32,244 | $4.99M | 1.64% | +1,713+5.6% | Added |
| Wellington Shields Capital Management, LLC | 32,242 | $4.99M | 0.64% | +3,291+11.4% | Added |
| Pecaut & Co. | 32,277 | $5.00M | 2.54% | −610−1.9% | Reduced |
| Prospera Financial Services Inc | 32,272 | $5.00M | 0.22% | −8,004−19.9% | Reduced |
| Brandywine Global Investment Management, LLC | 32,293 | $5.00M | 0.04% | −216−0.7% | Reduced |
| Gardner Lewis Asset Management L P | 32,338 | $5.01M | 0.97% | −380−1.2% | Reduced |
| Bender Robert & Associates | 29,626 | $5.01M | 1.45% | 00.0% | Unchanged |
| Greenline Partners, LLC | 32,424 | $5.02M | 0.95% | +195+0.6% | Added |
| Strategic Advisors LLC | 32,475 | $5.03M | 0.72% | +10,630+48.7% | Added |
| Centaurus Financial, Inc. | 32,517 | $5.04M | 0.38% | +5,286+19.4% | Added |
| Axxcess Wealth Management, LLC | 32,617 | $5.05M | 0.38% | +32,617 | New |
| Bridge Creek Capital Management LLC | 32,652 | $5.06M | 1.73% | +588+1.8% | Added |
| Regatta Capital Group, LLC | 32,707 | $5.07M | 1.77% | +32,707 | New |
| Mandatum Life Insurance Co Ltd | 32,722 | $5.07M | 1.34% | −45,317−58.1% | Reduced |
| JustInvest LLC | 32,718 | $5.07M | 0.30% | −4,339−11.7% | Reduced |
| Webster Bank, N. A. | 32,728 | $5.07M | 0.52% | +665+2.1% | Added |
| Beta Wealth Group, Inc. | 30,054 | $5.08M | 3.66% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 32,853 | $5.09M | 3.07% | +238+0.7% | Added |
| CMH Wealth Management LLC | 32,924 | $5.10M | 1.54% | −9,931−23.2% | Reduced |
| Sumitomo Life Insurance Co | 33,062 | $5.12M | 0.12% | −1,014−3.0% | Reduced |
| IPG Investment Advisors LLC | 33,254 | $5.15M | 0.93% | +33,254 | New |
| HBK Sorce Advisory LLC | 33,276 | $5.16M | 0.26% | +1,257+3.9% | Added |
| First Hawaiian Bank | 33,430 | $5.18M | 0.15% | +900+2.8% | Added |
| Twin Capital Management Inc | 33,436 | $5.18M | 0.52% | −18,706−35.9% | Reduced |
| Nixon Peabody Trust Co | 33,516 | $5.19M | 1.57% | +2,128+6.8% | Added |
| EFG Asset Management (Americas) Corp. | 33,442 | $5.19M | 0.87% | +5,728+20.7% | Added |