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; 2,948 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 | 2,948 | $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 |
|---|---|---|---|---|---|
| Trellis Advisors, LLC | 1,948 | $301.0K | 0.14% | −75−3.7% | Reduced |
| Barry Investment Advisors, LLC | 1,941 | $301.0K | 0.08% | +483+33.1% | Added |
| Carlson Capital Management | 1,947 | $302.0K | 0.03% | −592−23.3% | Reduced |
| Catalyst Private Wealth, LLC | 1,949 | $302.0K | 0.13% | +2+0.1% | Added |
| BlackDiamond Wealth Management Inc. | 1,947 | $302.0K | 0.35% | +1,947 | New |
| Chickasaw Capital Management LLC | 1,955 | $303.0K | 0.02% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 1,957 | $303.0K | 0.02% | +144+7.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,958 | $303.0K | 0.08% | +200+11.4% | Added |
| Foster Victor Wealth Advisors, LLC | 1,917 | $303.0K | 0.04% | +215+12.6% | Added |
| Firestone Capital Management | 1,963 | $304.0K | 0.10% | +26+1.3% | Added |
| Catalyst Capital Advisors LLC | 1,960 | $304.0K | 0.01% | 00.0% | Unchanged |
| Biechele Royce Advisors | 1,969 | $305.0K | 0.12% | −15−0.8% | Reduced |
| WealthCare Investment Partners, LLC | 1,972 | $305.0K | 0.29% | +1,972 | New |
| Silphium Asset Management Ltd | 1,972 | $305.4K | 0.29% | −846−30.0% | Reduced |
| Day & Ennis, LLC | 1,976 | $306.0K | 0.10% | −12−0.6% | Reduced |
| JGP Wealth Management, LLC | 1,973 | $306.0K | 0.06% | +31+1.6% | Added |
| Vestor Capital, LLC | 1,973 | $306.0K | 0.03% | +270+15.9% | Added |
| Heartwood Wealth Advisors LLC | 1,974 | $306.0K | 0.05% | +524+36.1% | Added |
| G2 Capital Management, LLC | 1,977 | $306.0K | 0.11% | +1,977 | New |
| Albert D Mason Inc | 1,985 | $307.0K | 0.18% | −50−2.5% | Reduced |
| Financial Planning & Information Services, Inc. | 1,981 | $307.0K | 0.08% | +125+6.7% | Added |
| ERn Financial, LLC | 1,985 | $307.0K | 0.07% | +192+10.7% | Added |
| REDW Wealth LLC | 1,987 | $308.0K | 0.09% | −973−32.9% | Reduced |
| Round Rock Advisors, LLC | 1,989 | $308.0K | 0.14% | +1,989 | New |
| Castleark Management LLC | 2,000 | $310.0K | 0.01% | 00.0% | Unchanged |
| Defender Capital, LLC. | 2,000 | $310.0K | 0.10% | 00.0% | Unchanged |
| Hoya Capital Real Estate, LLC | 2,004 | $310.0K | 6.44% | +2,004 | New |
| Continental Investors Services, Inc. | 2,265 | $311.0K | 0.83% | +2,265 | New |
| Nauset Wealth Management. LLC | 2,008 | $311.0K | 0.30% | +2,008 | New |
| 4J Wealth Management LLC | 2,012 | $312.0K | 0.26% | +55+2.8% | Added |
| Black Diamond Financial, LLC | 2,016 | $312.0K | 0.11% | +433+27.4% | Added |
| Financial Engines Advisors L.L.C. | 2,023 | $313.0K | 0.00% | −770−27.6% | Reduced |
| S.A. Mason LLC | 2,021 | $313.0K | 0.19% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 2,019 | $313.0K | 0.07% | +79+4.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,024 | $313.5K | 0.16% | +2,024 | New |
| National Wealth Management Group, LLC | 2,026 | $313.8K | 0.29% | +2,026 | New |
| Sandbox Financial Partners, LLC | 2,030 | $314.0K | 0.20% | −506−20.0% | Reduced |
| TMD Wealth Management, LLC | 2,026 | $314.0K | 0.12% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,036 | $315.0K | 0.04% | +285+16.3% | Added |
| Sentinel Pension Advisors Inc | 2,033 | $315.0K | 0.10% | +2,033 | New |
| Atlas Private Wealth Advisors | 2,038 | $316.0K | 0.15% | −462−18.5% | Reduced |
| Maltin Wealth Management, Inc. | 2,042 | $316.0K | 0.19% | +141+7.4% | Added |
| Del-Sette Capital Management, LLC | 2,040 | $316.0K | 0.30% | +2,040 | New |
| Pensionmark Financial Group, LLC | 2,083 | $317.0K | 0.07% | −17−0.8% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 2,045 | $317.0K | 0.16% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2,034 | $317.0K | 0.08% | +675+49.7% | Added |
| Alterna Wealth Management, Inc | 2,047 | $317.0K | 0.26% | +2,047 | New |
| TrueWealth Advisors, LLC | 2,049 | $317.0K | 0.14% | +2,049 | New |
| Kessler Investment Group, LLC | 2,053 | $318.0K | 0.18% | +1,480+258.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,238 | $319.0K | 0.00% | −465−17.2% | Reduced |
| Five Oceans Advisors | 2,058 | $319.0K | 0.28% | −457−18.2% | Reduced |
| Carson Advisory Inc. | 2,058 | $319.0K | 0.32% | +2,058 | New |
| Gill Capital Partners, LLC | 2,065 | $320.0K | 0.14% | +33+1.6% | Added |
| Bouchey Financial Group Ltd | 2,065 | $320.0K | 0.04% | +141+7.3% | Added |
| Milestones Administradora de Recursos Ltda. | 2,075 | $321.4K | 0.31% | +2,075 | New |
| Heritage Financial Services, LLC | 2,084 | $322.0K | 0.25% | +2,084 | New |
| PEAK6 Investments LLC | 2,090 | $324.0K | 0.01% | −72,171−97.2% | Reduced |
| J2 Capital Management Inc | 2,092 | $324.0K | 0.31% | +2,092 | New |
| Greenspring Advisors, LLC | 2,089 | $324.0K | 0.08% | +2,089 | New |
| Magnolia Capital Management Ltd | 2,100 | $325.0K | 0.26% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,100 | $325.0K | 0.12% | +2,100 | New |
| West Michigan Advisors, LLC | 2,101 | $325.0K | 0.24% | +2,101 | New |
| Annandale Capital, LLC | 2,102 | $326.0K | 0.14% | +2,102 | New |
| Advisors Management Group Inc | 2,116 | $328.0K | 0.10% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 2,116 | $328.0K | 0.33% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,116 | $328.0K | 0.14% | +46+2.2% | Added |
| Penbrook Management LLC | 2,115 | $328.0K | 0.20% | +265+14.3% | Added |
| Hofer & Associates. Inc | 2,115 | $328.0K | 0.30% | +2,115 | New |
| Redwood Investment Management, LLC | 2,132 | $330.0K | 0.04% | −3,771−63.9% | Reduced |
| Investment Management of Virginia LLC | 2,134 | $330.0K | 0.05% | +2,134 | New |
| Trexquant Investment LP | 2,131 | $330.0K | 0.02% | +2,131 | New |
| Heritage Investment Group, Inc. | 2,131 | $330.0K | 0.26% | +2,131 | New |
| Sage Rhino Capital LLC | 2,140 | $331.0K | 0.09% | −100−4.5% | Reduced |
| Prudent Investors Network | 2,140 | $331.0K | 0.16% | −9−0.4% | Reduced |
| Tortoise Investment Management, LLC | 2,138 | $331.0K | 0.06% | +115+5.7% | Added |
| Eudaimonia Advisors LLC | 2,140 | $331.0K | 0.19% | +2,140 | New |
| Basepoint Wealth LLC | 2,149 | $332.8K | 0.33% | +2,149 | New |
| Carl Stuart Investment Advisor, Inc | 2,150 | $333.0K | 0.24% | +2,150 | New |
| Ellenbecker Investment Group | 2,158 | $334.0K | 0.09% | +37+1.7% | Added |
| DB Wealth Management Group, LLC | 2,164 | $335.0K | 0.20% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,164 | $335.0K | 0.17% | +14+0.7% | Added |
| Lake Hills Wealth Management, LLC | 2,163 | $335.0K | 0.24% | +2,163 | New |
| Phoenix Wealth Advisors | 2,170 | $336.0K | 0.25% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,171 | $336.0K | 0.05% | +6+0.3% | Added |
| Ambassador Advisors, LLC | 2,168 | $336.0K | 0.06% | +291+15.5% | Added |
| Capital Investment Services of America, Inc. | 2,176 | $337.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisors, LLC | 2,175 | $337.0K | 0.10% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,176 | $337.0K | 0.05% | +36+1.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,175 | $337.0K | 0.05% | +50+2.4% | Added |
| Gries Financial LLC | 2,182 | $338.0K | 0.14% | −268−10.9% | Reduced |
| Objective Capital Management, LLC | 2,192 | $339.0K | 0.24% | +2,192 | New |
| Grant/GrossMendelsohn, LLC | 2,160 | $340.0K | 0.27% | −3−0.1% | Reduced |
| Alterity Financial Group, LLC | 2,195 | $340.0K | 0.37% | +2,195 | New |
| Financial Planners of Cleveland, Inc. | 2,187 | $340.0K | 0.14% | +2,187 | New |
| First Financial Corp | 2,202 | $341.0K | 0.21% | +43+2.0% | Added |
| Hill Island Financial LLC | 2,199 | $341.0K | 0.12% | +2,199 | New |
| Biltmore Capital Advisors LLC | 2,206 | $342.0K | 0.06% | −91−4.0% | Reduced |
| Indie Asset Partners, LLC | 2,211 | $342.0K | 0.25% | +47+2.2% | Added |
| Pin Oak Investment Advisors Inc | 2,209 | $342.0K | 0.35% | +145+7.0% | Added |
| VisionPoint Advisory Group, LLC | 2,416 | $343.0K | 0.15% | −60−2.4% | Reduced |