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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 33,598 | $5.20M | 0.33% | −16,400−32.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,625 | $5.21M | 0.43% | +3,181+10.4% | Added |
| Geneos Wealth Management Inc. | 33,743 | $5.23M | 0.20% | −30,351−47.4% | Reduced |
| Aptus Capital Advisors, LLC | 33,761 | $5.23M | 0.18% | +4,599+15.8% | Added |
| Baker Tilly Wealth Management, LLC | 33,864 | $5.25M | 0.56% | +5,118+17.8% | Added |
| Perkins Coie Trust Co | 33,871 | $5.25M | 1.54% | +2,834+9.1% | Added |
| Keel Point, LLC | 33,886 | $5.25M | 0.76% | +4,509+15.3% | Added |
| Arrow Financial Corp | 34,009 | $5.27M | 0.62% | +1,103+3.4% | Added |
| Marble Harbor Investment Counsel, LLC | 34,118 | $5.29M | 0.62% | +7,915+30.2% | Added |
| Meyer Handelman Co | 34,161 | $5.29M | 0.20% | −1,132−3.2% | Reduced |
| Baker Ellis Asset Management LLC | 34,157 | $5.29M | 0.93% | +110.0% | Added |
| WBH Advisory Inc | 34,172 | $5.29M | 0.60% | −445−1.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 34,207 | $5.30M | 0.55% | +4,588+15.5% | Added |
| LaFleur & Godfrey LLC | 34,264 | $5.31M | 0.68% | −323−0.9% | Reduced |
| Aviance Capital Partners, LLC | 34,288 | $5.31M | 0.88% | +11,184+48.4% | Added |
| White Pine Investment CO | 34,346 | $5.32M | 1.77% | +272+0.8% | Added |
| Asset Planning Services Inc | 34,531 | $5.35M | 2.88% | −1,050−3.0% | Reduced |
| SlateStone Wealth, LLC | 34,557 | $5.35M | 1.14% | +2,979+9.4% | Added |
| Addison Capital Co | 34,583 | $5.36M | 2.40% | +1,186+3.6% | Added |
| Legacy Private Trust Co. | 34,796 | $5.39M | 0.40% | −915−2.6% | Reduced |
| Brick & Kyle, Associates | 34,800 | $5.39M | 2.51% | +848+2.5% | Added |
| Sequoia Financial Advisors, LLC | 34,851 | $5.40M | 0.15% | +16,167+86.5% | Added |
| Crossvault Capital Management LLC | 34,869 | $5.40M | 1.62% | −2,403−6.4% | Reduced |
| Eidelman Virant Capital | 34,705 | $5.40M | 1.99% | +1,771+5.4% | Added |
| Northstar Group, Inc. | 34,881 | $5.40M | 1.29% | +1,126+3.3% | Added |
| First Trust Advisors LP | 34,908 | $5.41M | 0.01% | +8,567+32.5% | Added |
| Jupiter Wealth Management LLC | 34,929 | $5.41M | 2.81% | +1,015+3.0% | Added |
| Wells Trecaso Financial Group, LLC | 34,934 | $5.41M | 2.35% | +1,065+3.1% | Added |
| American National Bank | 34,968 | $5.42M | 1.06% | +260+0.7% | Added |
| AMG National Trust Bank | 34,987 | $5.42M | 0.16% | −2,318−6.2% | Reduced |
| M. Kraus & Co | 34,986 | $5.42M | 1.73% | +5,182+17.4% | Added |
| MYDA Advisors LLC | 35,000 | $5.42M | 1.70% | +35,000 | New |
| Westover Capital Advisors, LLC | 35,005 | $5.42M | 1.58% | −2,447−6.5% | Reduced |
| American Trust | 35,015 | $5.42M | 0.41% | +35,015 | New |
| Kavar Capital Partners Group, LLC | 35,032 | $5.43M | 1.13% | +2,161+6.6% | Added |
| Stony Point Wealth Management Inc. | 35,058 | $5.43M | 2.88% | +6,596+23.2% | Added |
| Pavion Blue Capital, LLC | 35,099 | $5.44M | 3.16% | −230−0.7% | Reduced |
| Arlington Partners LLC | 35,102 | $5.44M | 1.46% | +3,837+12.3% | Added |
| Middleton & Co Inc | 35,125 | $5.44M | 0.53% | +70+0.2% | Added |
| Spinnaker Trust | 35,207 | $5.45M | 0.35% | +379+1.1% | Added |
| Radnor Capital Management, LLC | 35,262 | $5.46M | 1.35% | +35,262 | New |
| Mark Stevens | 35,477 | $5.50M | 0.58% | −1,780−4.8% | Reduced |
| Jag Capital Management, LLC | 35,502 | $5.50M | 0.42% | −3,530−9.0% | Reduced |
| Independent Financial Group, LLC | 35,548 | $5.51M | 0.45% | +5,234+17.3% | Added |
| Eastern Bank | 35,579 | $5.51M | 0.24% | +4,672+15.1% | Added |
| Guardian Capital Advisors LP | 34,935 | $5.51M | 0.53% | +19,059+120.0% | Added |
| Chemung Canal Trust Co | 35,653 | $5.52M | 1.00% | −764−2.1% | Reduced |
| Heritage Trust Co | 35,708 | $5.53M | 0.71% | −386−1.1% | Reduced |
| Toroso Investments, LLC | 35,727 | $5.53M | 0.17% | +5,792+19.3% | Added |
| Motley Fool Wealth Management, LLC | 35,739 | $5.54M | 0.24% | −294−0.8% | Reduced |
| Abbrea Capital, LLC | 35,746 | $5.54M | 0.75% | −504−1.4% | Reduced |
| Quinn Opportunity Partners LLC | 35,800 | $5.54M | 0.34% | −29,200−44.9% | Reduced |
| Consolidated Capital Management, LLC | 35,929 | $5.57M | 2.47% | +592+1.7% | Added |
| Logan Capital Management Inc | 36,112 | $5.59M | 0.24% | −1,200−3.2% | Reduced |
| Mission Wealth Management, LP | 36,209 | $5.61M | 0.26% | +314+0.9% | Added |
| Altavista Wealth Management, Inc. | 36,220 | $5.61M | 1.13% | +1,518+4.4% | Added |
| Family Management Corp | 36,284 | $5.62M | 1.46% | +427+1.2% | Added |
| Diligent Investors, LLC | 36,304 | $5.62M | 1.57% | +532+1.5% | Added |
| DCM Advisors, LLC | 36,357 | $5.63M | 1.66% | +3,023+9.1% | Added |
| Allen Investment Management LLC | 36,500 | $5.65M | 0.07% | +29,370+411.9% | Added |
| Bulltick Wealth Management, LLC | 36,528 | $5.66M | 1.15% | +27,342+297.6% | Added |
| Capital Investment Counsel, Inc | 36,606 | $5.67M | 1.06% | +2,187+6.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 39,187 | $5.69M | 2.75% | +8,902+29.4% | Added |
| Family Capital Trust Co | 36,729 | $5.69M | 1.59% | +58+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 36,938 | $5.72M | 1.39% | +367+1.0% | Added |
| Horizon Investments, LLC | 36,939 | $5.72M | 0.17% | +2,484+7.2% | Added |
| Palmer Knight Co | 37,015 | $5.73M | 2.68% | +71+0.2% | Added |
| Sargent Bickham Lagudis LLC | 37,040 | $5.74M | 0.43% | −2,123−5.4% | Reduced |
| Occudo Quantitative Strategies LP | 37,197 | $5.76M | 0.51% | +37,197 | New |
| IHT Wealth Management, LLC | 37,247 | $5.77M | 0.43% | +799+2.2% | Added |
| Financial Avengers, Inc. | 37,310 | $5.78M | 3.54% | −74−0.2% | Reduced |
| Fishman Jay A Ltd | 37,401 | $5.79M | 0.62% | +7,965+27.1% | Added |
| Gladstone Institutional Advisory LLC | 37,447 | $5.80M | 0.45% | +5,557+17.4% | Added |
| Private Advisory Group LLC | 37,461 | $5.80M | 1.19% | −1,219−3.2% | Reduced |
| CoreCap Advisors, LLC | 37,455 | $5.80M | 0.39% | +37,455 | New |
| GM Advisory Group, Inc. | 37,472 | $5.80M | 0.52% | +4,444+13.5% | Added |
| Kingdon Capital Management, L.L.C. | 37,500 | $5.81M | 0.87% | −68,400−64.6% | Reduced |
| Moody National Bank Trust Division | 37,536 | $5.81M | 0.17% | −108,959−74.4% | Reduced |
| Stoneridge Investment Partners LLC | 37,581 | $5.82M | 2.68% | +6,534+21.0% | Added |
| Buckhead Capital Management LLC | 37,688 | $5.84M | 1.24% | +102+0.3% | Added |
| Douglass Winthrop Advisors, LLC | 37,835 | $5.86M | 0.13% | −1,313−3.4% | Reduced |
| Account Management LLC | 37,903 | $5.87M | 5.07% | +37,903 | New |
| Kiwi Wealth Investments Limited Partnership | 38,065 | $5.90M | 0.28% | +7,581+24.9% | Added |
| Financial Advocates Investment Management | 38,072 | $5.90M | 0.42% | +7,473+24.4% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 38,081 | $5.90M | 1.84% | +522+1.4% | Added |
| Walter & Keenan Financial Consulting Co | 38,088 | $5.90M | 1.92% | +362+1.0% | Added |
| Wendell David Associates Inc | 38,143 | $5.91M | 0.60% | −14,162−27.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 38,208 | $5.92M | 0.22% | +6,006+18.7% | Added |
| Moreno Evelyn V | 38,244 | $5.92M | 1.18% | +3,836+11.1% | Added |
| Culbertson A N & Co Inc | 38,403 | $5.95M | 1.12% | +1,437+3.9% | Added |
| Chartwell Investment Partners, LLC | 38,440 | $5.95M | 0.17% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 38,455 | $5.96M | 1.11% | −2,322−5.7% | Reduced |
| Maven Securities LTD | 38,511 | $5.96M | 0.74% | +33,038+603.7% | Added |
| WMS Partners, LLC | 38,542 | $5.97M | 1.28% | −755−1.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 38,563 | $5.97M | 4.79% | +2,755+7.7% | Added |
| RKL Wealth Management LLC | 38,567 | $5.97M | 0.71% | −426−1.1% | Reduced |
| NEXT Financial Group, Inc | 38,581 | $5.98M | 0.39% | +1,913+5.2% | Added |
| Laurel Wealth Advisors LLC | 38,715 | $6.00M | 1.25% | +1,846+5.0% | Added |
| Prudential PLC | 38,819 | $6.01M | 0.08% | +27,547+244.4% | Added |
| Roanoke Asset Management Corp | 38,868 | $6.02M | 1.99% | +1,535+4.1% | Added |