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 |
|---|---|---|---|---|---|
| Guerra Pan Advisors, LLC | 1,641 | $254.0K | 0.25% | +1,641 | New |
| Sovereign Financial Group, Inc. | 1,647 | $255.0K | 0.10% | −336−16.9% | Reduced |
| Zevin Asset Management LLC | 1,648 | $255.0K | 0.05% | −68−4.0% | Reduced |
| Souders Financial Advisors | 1,648 | $255.0K | 0.07% | +34+2.1% | Added |
| SJS Investment Consulting Inc. | 1,652 | $256.0K | 0.08% | +1,652 | New |
| Cook Wealth Management Group LLC | 1,802 | $256.0K | 0.26% | +1,802 | New |
| Chiron Capital Management, LLC | 1,665 | $258.0K | 0.19% | −85−4.9% | Reduced |
| Purus Wealth Management, LLC | 1,665 | $258.0K | 0.16% | +366+28.2% | Added |
| Granite Bay Wealth Management, LLC | 1,669 | $258.0K | 0.25% | +1,669 | New |
| Domani Wealth, LLC | 1,671 | $259.0K | 0.05% | −560−25.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,673 | $259.0K | 0.07% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,681 | $260.0K | 0.10% | −3,323−66.4% | Reduced |
| Charles Schwab Trust Co | 1,681 | $260.0K | 0.04% | +272+19.3% | Added |
| Cadent Capital Advisors, LLC | 1,685 | $261.0K | 0.12% | −375−18.2% | Reduced |
| Johnson Bixby & Associates, LLC | 1,682 | $261.0K | 0.07% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 1,687 | $261.0K | 0.11% | +51+3.1% | Added |
| Essex Private Wealth Management, LLC | 1,692 | $262.0K | 0.22% | −300−15.1% | Reduced |
| Wealth Advisors, Inc. | 1,691 | $262.0K | 0.09% | +268+18.8% | Added |
| Sustainable Insight Capital Management, LLC | 1,698 | $263.0K | 0.14% | −693−29.0% | Reduced |
| Collective Family Office LLC | 1,697 | $263.0K | 0.10% | +26+1.6% | Added |
| Morling Financial Advisors, LLC | 1,696 | $263.0K | 0.25% | +1,696 | New |
| Paradigm Asset Management Co LLC | 1,700 | $263.3K | 0.07% | −200−10.5% | Reduced |
| Financial Management Concepts Corp | 1,723 | $264.0K | 0.19% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,702 | $264.0K | 0.20% | +1,702 | New |
| Stephens Consulting, LLC | 1,712 | $265.1K | 0.22% | +1,712 | New |
| Taylor & Morgan Wealth Management, LLC | 1,718 | $266.0K | 0.22% | +1,718 | New |
| Measured Wealth Private Client Group, LLC | 1,725 | $267.0K | 0.09% | 00.0% | Unchanged |
| Tatro Capital, LLC | 1,722 | $267.0K | 0.19% | +102+6.3% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,646 | $268.0K | 0.12% | −150−8.4% | Reduced |
| Colorado Capital Management, Inc. | 1,719 | $268.0K | 0.18% | +397+30.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,911 | $268.0K | 0.17% | +1,911 | New |
| Prostatis Group LLC | 1,735 | $268.7K | 0.16% | −7,308−80.8% | Reduced |
| Alphasimplex Group, LLC | 1,739 | $269.0K | 0.46% | −496−22.2% | Reduced |
| PrairieView Partners, LLC | 1,735 | $269.0K | 0.04% | −100−5.4% | Reduced |
| Meridian Wealth Partners, LLC | 1,735 | $269.0K | 0.05% | +406+30.5% | Added |
| Ionic Capital Management LLC | 1,739 | $269.0K | 0.05% | +1,739 | New |
| Opes Wealth Management LLC | 1,742 | $270.0K | 0.08% | +17+1.0% | Added |
| Bell Bank | 1,752 | $271.0K | 0.03% | 00.0% | Unchanged |
| Nkcfo LLC | 1,749 | $271.0K | 0.09% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,749 | $271.0K | 0.14% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,750 | $271.0K | 0.16% | +108+6.6% | Added |
| OneAscent Financial Services LLC | 1,751 | $271.0K | 0.52% | +1,751 | New |
| Occidental Asset Management, LLC | 1,756 | $272.0K | 0.06% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 1,760 | $273.0K | 0.26% | +1,760 | New |
| Provence Wealth Management Group | 1,767 | $274.0K | 0.31% | +1,767 | New |
| Sather Financial Group Inc | 1,778 | $275.0K | 0.02% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 1,786 | $277.0K | 0.13% | +33+1.9% | Added |
| South Shore Capital Advisors | 1,788 | $277.0K | 0.45% | +415+30.2% | Added |
| Range Financial Group LLC | 1,797 | $278.0K | 0.18% | −51−2.8% | Reduced |
| Diversified Portfolios, Inc. | 1,800 | $279.0K | 0.07% | −2,063−53.4% | Reduced |
| Cohen & Steers, Inc. | 1,801 | $279.0K | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 1,800 | $279.0K | 0.07% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 1,805 | $279.5K | 0.10% | −23−1.3% | Reduced |
| Magellan Asset Management Ltd | 1,809 | $280.0K | 0.00% | +578+47.0% | Added |
| Castle Financial & Retirement Planning Associates, Inc. | 1,973 | $281.0K | 0.95% | +1,973 | New |
| ASB Consultores, LLC | 1,816 | $281.0K | 0.14% | +1,816 | New |
| Searcy Financial Services Inc | 1,818 | $282.0K | 0.13% | −39,142−95.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,819 | $282.0K | 0.07% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 1,819 | $282.0K | 0.42% | +1,819 | New |
| Perritt Capital Management Inc | 1,830 | $283.0K | 0.15% | −990−35.1% | Reduced |
| McCarthy Asset Management, Inc. | 1,829 | $283.0K | 0.19% | +1+0.1% | Added |
| Horan Securities, Inc. | 1,827 | $283.0K | 0.17% | +1,827 | New |
| MKT Advisors LLC | 2,122 | $283.0K | 0.22% | +2,122 | New |
| Montz Harcus Wealth Management LLC | 1,828 | $283.0K | 0.25% | +1,828 | New |
| Plotkin Financial Advisors, LLC | 1,830 | $283.5K | 0.18% | +29+1.6% | Added |
| Strid Group, LLC | 1,836 | $284.0K | 0.06% | +100+5.8% | Added |
| Total Clarity Wealth Management, Inc. | 1,840 | $285.0K | 0.13% | −187−9.2% | Reduced |
| Chase Investment Counsel Corp | 1,846 | $285.0K | 0.11% | 00.0% | Unchanged |
| Financial Advisory Group | 1,840 | $285.0K | 0.06% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 1,837 | $285.0K | 0.12% | +39+2.2% | Added |
| Fairview Capital Investment Management, LLC | 1,844 | $285.0K | 0.02% | +53+3.0% | Added |
| West Bancorporation Inc | 1,837 | $285.0K | 0.22% | +1,837 | New |
| Capital Market Strategies LLC | 1,838 | $285.0K | 0.23% | +1,838 | New |
| Breiter Capital Management Inc | 1,846 | $286.0K | 0.14% | +30+1.7% | Added |
| DSC Advisors, L.P. | 1,851 | $287.0K | 0.33% | −328−15.1% | Reduced |
| Washburn Capital Management, Inc. | 1,851 | $287.0K | 0.17% | +307+19.9% | Added |
| AMJ Financial Wealth Management | 1,856 | $287.0K | 0.10% | +1,856 | New |
| Full Sail Capital, LLC | 2,113 | $288.0K | 0.03% | +23+1.1% | Added |
| New Capital Management LP | 1,860 | $288.0K | 0.15% | −150−7.5% | Reduced |
| Cahill Financial Advisors Inc | 1,863 | $288.0K | 0.06% | +5+0.3% | Added |
| Cornercap Investment Counsel Inc | 1,865 | $288.0K | 0.04% | +1,865 | New |
| January Capital Advisors LLC | 1,860 | $288.0K | 0.23% | +1,860 | New |
| Forbes Financial Planning, Inc. | 1,859 | $288.0K | 0.28% | +1,859 | New |
| Financial Council Asset Management Inc | 1,868 | $289.0K | 0.35% | +19+1.0% | Added |
| Resolute Financial, LLC | 1,873 | $290.0K | 0.22% | +1,873 | New |
| Ford Financial Group, LLC | 1,879 | $291.0K | 0.10% | +69+3.8% | Added |
| Sound Income Strategies, LLC | 1,880 | $291.0K | 0.03% | +94+5.3% | Added |
| Howe & Rusling Inc | 1,895 | $293.0K | 0.03% | −1,456−43.4% | Reduced |
| Red Wave Investments LLC | 1,893 | $293.0K | 0.10% | +35+1.9% | Added |
| Constitution Capital LLC | 1,895 | $294.0K | 0.16% | −14,361−88.3% | Reduced |
| EWG Elevate Inc. | 1,896 | $294.0K | 0.14% | +100+5.6% | Added |
| Stonebridge Financial Planning Group, LLC | 2,138 | $296.0K | 0.16% | −300−12.3% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 1,902 | $296.0K | 0.18% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 1,914 | $296.0K | 0.06% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 1,920 | $297.0K | 0.26% | +1,920 | New |
| Legacy Wealth Planning, LLC | 1,927 | $298.0K | 0.34% | −329−14.6% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,922 | $298.0K | 0.06% | +100+5.5% | Added |
| Howard Financial Services, Ltd. | 1,922 | $298.0K | 0.09% | +572+42.4% | Added |
| Wisconsin Capital Management LLC | 1,937 | $300.0K | 0.12% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,936 | $300.0K | 0.03% | +233+13.7% | Added |