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; 2,947 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
- 3,373
- +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
- 476
- 1,524 more added
- Sold out
- 152
- 1,077 more reduced
48 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 | 2,947 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Courage Miller Partners, LLC | 1,376 | $213.0K | 0.08% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 1,377 | $213.0K | 0.05% | +120+9.5% | Added |
| Insight Folios Inc | 1,374 | $213.0K | 0.10% | +1,374 | New |
| Wayfinding Financial, LLC | 1,579 | $213.0K | 0.17% | +1,579 | New |
| S&T Bank | 1,381 | $214.0K | 0.03% | +1,381 | New |
| Highview Capital Management LLC | 1,381 | $214.0K | 0.14% | +1,381 | New |
| Fox Run Management, L.L.C. | 1,390 | $215.0K | 0.13% | −360−20.6% | Reduced |
| XTX Topco Ltd | 1,385 | $215.0K | 0.12% | +1,385 | New |
| Helen Stephens Group, LLC | 1,390 | $215.0K | 0.17% | +1,390 | New |
| Asset Management Resources, LLC | 1,388 | $215.0K | 0.19% | +1,388 | New |
| Pettinga Financial Advisors, LLC | 1,393 | $216.0K | 0.05% | −4−0.3% | Reduced |
| Hayden Royal, LLC | 1,400 | $217.0K | 0.51% | −95−6.4% | Reduced |
| Shelton Wealth Management, LLC | 1,401 | $217.0K | 0.17% | +1,401 | New |
| Davy Global Fund Management Ltd | 1,410 | $218.0K | 0.03% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 1,396 | $218.0K | 0.02% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 1,408 | $218.0K | 0.16% | +1,408 | New |
| Planning Center, Inc. | 1,530 | $218.0K | 0.17% | +1,530 | New |
| Antonetti Capital Management LLC | 1,417 | $219.0K | 0.17% | −100−6.6% | Reduced |
| PVG Asset Management Corp | 1,419 | $219.8K | 0.80% | +1,419 | New |
| Keystone Wealth Partners | 1,422 | $220.0K | 0.10% | −4,686−76.7% | Reduced |
| Financial Consulate, Inc | 1,421 | $220.0K | 0.08% | +57+4.2% | Added |
| WESPAC Advisors, LLC | 1,419 | $220.0K | 0.15% | +1,419 | New |
| Pacific Capital Wealth Advisors, Inc | 1,418 | $220.0K | 0.06% | +1,418 | New |
| Pinnacle Financial Group, LLC | 1,421 | $220.0K | 0.17% | +1,421 | New |
| S.C. Financial Services, Inc. | 1,413 | $220.0K | 0.25% | +1,413 | New |
| apricus wealth, LLC | 1,433 | $222.0K | 0.20% | +1,433 | New |
| Meridian Financial, LLC | 1,437 | $222.6K | 0.21% | +1,437 | New |
| GoalFusion Wealth Management, LLC | 1,211 | $223.0K | 0.22% | +1,211 | New |
| Northcape Wealth Management, LLC | 1,440 | $223.0K | 0.08% | +1,440 | New |
| Capital Advisory Group Advisory Services, LLC | 1,447 | $224.0K | 0.10% | −1,621−52.8% | Reduced |
| Solitude Financial Services | 1,446 | $224.0K | 0.15% | +10+0.7% | Added |
| Polar Asset Management Partners Inc. | 1,444 | $224.0K | 0.00% | +1,444 | New |
| Vantage Consulting Group Inc | 1,448 | $224.0K | 0.06% | +1,448 | New |
| Syntax Advisors, LLC | 1,448 | $224.0K | 0.17% | +1,448 | New |
| Better Money Decisions, LLC | 1,452 | $225.0K | 0.19% | −150−9.4% | Reduced |
| Hummer Financial Advisory Services Inc | 1,454 | $225.0K | 0.19% | −100−6.4% | Reduced |
| RGT Wealth Advisors, LLC | 1,455 | $225.0K | 0.03% | +101+7.5% | Added |
| Isthmus Partners, LLC | 1,457 | $226.0K | 0.04% | +2+0.1% | Added |
| Raub Brock Capital Management LP | 1,335 | $226.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,456 | $226.0K | 0.07% | +500+52.3% | Added |
| FFT Wealth Management LLC | 1,460 | $226.0K | 0.02% | +1,460 | New |
| Norris Financial Group, LLC | 1,464 | $226.8K | 0.14% | −196−11.8% | Reduced |
| Cassia Capital Partners, LLC | 1,468 | $227.0K | 0.15% | −13,979−90.5% | Reduced |
| Guidance Point Advisors, LLC | 1,471 | $227.0K | 0.08% | −62−4.0% | Reduced |
| Morris Financial Concepts, Inc. | 1,468 | $227.0K | 0.19% | +1,468 | New |
| Semmax Financial Advisors Inc. | 1,471 | $228.0K | 0.08% | −353−19.4% | Reduced |
| Claret Asset Management Corp | 1,470 | $228.0K | 0.04% | +127+9.5% | Added |
| Twin Focus Capital Partners, LLC | 1,471 | $228.0K | 0.05% | +1,471 | New |
| Morton Brown Family Wealth, LLC | 1,471 | $228.0K | 0.17% | +1,471 | New |
| Coury Firm Asset Management LLC | 1,472 | $228.0K | 0.17% | +1,472 | New |
| North Point Portfolio Managers Corp | 1,481 | $229.0K | 0.03% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,483 | $230.0K | 0.11% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 1,493 | $231.0K | 0.12% | +1,493 | New |
| Integral Investment Advisors, Inc. | 1,490 | $231.0K | 0.17% | +1,490 | New |
| Shakespeare Wealth Management, Inc. | 1,501 | $232.0K | 0.08% | −34−2.2% | Reduced |
| Innova Wealth Partners | 1,501 | $232.0K | 0.16% | −15−1.0% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $232.0K | 0.10% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,494 | $232.0K | 0.10% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,500 | $232.0K | 0.45% | +1,500 | New |
| Sterling Financial Planning, Inc. | 1,504 | $233.0K | 0.15% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 1,515 | $235.0K | 0.13% | −485−24.3% | Reduced |
| Yorktown Management & Research Co Inc | 1,520 | $235.0K | 0.16% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,518 | $235.0K | 0.11% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,519 | $235.0K | 0.05% | +32+2.2% | Added |
| Scarborough Advisors, LLC | 1,526 | $236.0K | 0.08% | +1,526 | New |
| Thrive Capital Management, LLC | 1,527 | $237.0K | 0.15% | −3,055−66.7% | Reduced |
| Cribstone Capital Management, LLC | 1,528 | $237.0K | 0.13% | +25+1.7% | Added |
| Institutional & Family Asset Management, LLC | 1,534 | $238.0K | 0.04% | −646−29.6% | Reduced |
| Lee Financial Co | 1,537 | $238.0K | 0.04% | +47+3.2% | Added |
| High Falls Advisors, Inc | 1,545 | $239.0K | 0.06% | −10−0.6% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 1,541 | $239.0K | 0.16% | +49+3.3% | Added |
| 360 Financial, Inc. | 1,540 | $239.0K | 0.11% | +112+7.8% | Added |
| Mayport, LLC | 1,541 | $239.0K | 0.18% | +1,541 | New |
| Royal Harbor Partners, LLC | 1,549 | $240.0K | 0.15% | −7,118−82.1% | Reduced |
| Element Wealth, LLC | 1,547 | $240.0K | 0.18% | −256−14.2% | Reduced |
| Campion Asset Management LLC | 1,549 | $240.0K | 0.20% | +244+18.7% | Added |
| Camelot Portfolios, LLC | 1,550 | $240.0K | 0.10% | +1,550 | New |
| Harrell Investment Partners, LLC | 1,549 | $240.0K | 0.07% | +1,549 | New |
| Newman & Schimel, LLC | 1,557 | $241.0K | 0.14% | −875−36.0% | Reduced |
| Heron Financial Group, LLC | 1,670 | $241.0K | 0.13% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 1,556 | $241.0K | 0.13% | +1,056+211.2% | Added |
| SWM Advisors | 1,647 | $242.0K | 0.21% | +1,647 | New |
| WestHill Financial Advisors, Inc. | 1,571 | $243.0K | 0.07% | +30+1.9% | Added |
| D.B. Root & Company, LLC | 1,569 | $243.0K | 0.09% | +112+7.7% | Added |
| America First Investment Advisors, LLC | 1,566 | $243.0K | 0.07% | +461+41.7% | Added |
| WJ Wealth Management, LLC | 1,580 | $243.0K | 0.15% | +1,580 | New |
| Facet Wealth, Inc. | 1,574 | $244.0K | 0.02% | +291+22.7% | Added |
| Lowell Blake & Associates Inc. | 1,578 | $244.0K | 0.10% | +1,578 | New |
| Cahaba Wealth Management, Inc. | 1,580 | $245.0K | 0.03% | +1,580 | New |
| Delphia (USA) Inc. | 1,582 | $245.0K | 0.26% | +1,582 | New |
| Simplify Asset Management Inc. | 1,589 | $246.0K | 0.03% | +1,589 | New |
| Wealthspan Partners, LLC | 1,588 | $246.0K | 0.22% | +1,588 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,595 | $247.0K | 0.16% | +201+14.4% | Added |
| Bourne Lent Asset Management Inc | 1,600 | $248.0K | 0.07% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 1,608 | $249.0K | 0.10% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 1,633 | $252.0K | 0.06% | +1,633 | New |
| LWM Advisory Services, LLC | 1,629 | $252.0K | 0.31% | +1,629 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,628 | $252.0K | 0.26% | +1,628 | New |
| Pinnacle Family Advisors, LLC | 1,635 | $253.0K | 0.11% | −951−36.8% | Reduced |
| Southern Capital Advisors, LLC | 1,634 | $253.0K | 0.16% | +1,634 | New |