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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.

Institutional holdersQ4 2021: 3,373 institutions
Q1 2021: 3,174 institutionsQ2 2021: 3,114 institutionsQ3 2021: 3,097 institutionsQ4 2021: 3,373 institutionsQ1 2022: 3,297 institutionsQ2 2022: 3,016 institutionsQ3 2022: 3,006 institutionsQ4 2022: 2,996 institutionsQ1 2023: 3,077 institutionsQ2 2023: 2,963 institutionsQ3 2023: 2,832 institutionsQ4 2023: 3,010 institutionsQ1 2024: 3,178 institutionsQ2 2024: 3,035 institutionsQ3 2024: 2,941 institutionsQ4 2024: 3,249 institutionsQ1 2025: 3,077 institutionsQ2 2025: 3,210 institutionsQ3 2025: 3,083 institutionsQ4 2025: 3,187 institutionsQ1 2026: 3,017 institutionsQ2 2026: 2,948 institutions
Value heldQ4 2021: $181.8B
Q1 2021: $218.1BQ2 2021: $208.0BQ3 2021: $200.3BQ4 2021: $181.8BQ1 2022: $158.8BQ2 2022: $107.4BQ3 2022: $109.7BQ4 2022: $100.6BQ1 2023: $116.4BQ2 2023: $102.4BQ3 2023: $94.4BQ4 2023: $109.0BQ1 2024: $152.6BQ2 2024: $122.6BQ3 2024: $119.2BQ4 2024: $141.5BQ1 2025: $127.0BQ2 2025: $162.0BQ3 2025: $148.5BQ4 2025: $151.4BQ1 2026: $125.0BQ2 2026: $127.3B
Institutions holding DIS and their total value by quarter
QuarterHoldersValue
Q2 20262,948$127.3B
Q1 20263,017$125.0B
Q4 20253,187$151.4B
Q3 20253,083$148.5B
Q2 20253,210$162.0B
Q1 20253,077$127.0B
Q4 20243,249$141.5B
Q3 20242,941$119.2B
Q2 20243,035$122.6B
Q1 20243,178$152.6B
Q4 20233,010$109.0B
Q3 20232,832$94.4B
Q2 20232,963$102.4B
Q1 20233,077$116.4B
Q4 20222,996$100.6B
Q3 20223,006$109.7B
Q2 20223,016$107.4B
Q1 20223,297$158.8B
Q4 20213,373$181.8B
Q3 20213,097$200.3B
Q2 20213,114$208.0B
Q1 20213,174$218.1B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q3 2021.

Institutions holding DIS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JFG Wealth Management, LLC2,217$343.0K0.13%−183−7.6%Reduced
Alesco Advisors LLC2,214$343.0K0.01%00.0%Unchanged
Aua Capital Management, LLC2,217$343.0K0.20%00.0%Unchanged
Pinnacle Wealth Management Group, Inc.2,216$343.0K0.25%00.0%Unchanged
Bernardo Wealth Planning LLC2,218$343.0K0.17%+249+12.6%Added
Dividend Assets Capital, LLC2,230$345.0K0.06%00.0%Unchanged
Ahl Investment Management, Inc.2,232$346.0K0.32%+2,232New
TRH Financial, LLC2,239$347.0K0.11%−22−1.0%Reduced
LRT Capital Management, LLC2,243$347.0K0.26%+2,243New
Aevitas Wealth Management, Inc.2,244$348.0K0.21%+128+6.0%Added
Geller Advisors LLC2,246$348.0K0.07%+261+13.1%Added
Vista Private Wealth Partners. LLC2,218$348.0K0.13%+900+68.3%Added
Peterson Wealth Advisors, LLC2,248$348.0K0.10%+2,248New
Capital Advisors Wealth Management, LLC2,256$349.0K0.11%−3,013−57.2%Reduced
Ratan Capital Management LP2,250$349.0K0.05%00.0%Unchanged
17 Capital Partners, LLC2,254$349.0K0.32%00.0%Unchanged
Wagner Wealth Management, LLC2,253$349.0K0.27%+207+10.1%Added
Willow Creek Wealth Management Inc.2,260$350.0K0.07%+13+0.6%Added
Wharton Business Group, LLC2,273$352.0K0.02%+2,273New
Sit Investment Associates Inc2,280$353.0K0.01%00.0%Unchanged
Cutler Investment Counsel LLC2,282$353.0K0.05%+85+3.9%Added
Concord Wealth Partners2,276$353.0K0.09%+1,642+259.0%Added
Cassady Schiller Wealth Management, LLC2,280$353.0K0.21%+2,280New
Kraematon Investment Advisors, Inc2,278$353.0K0.32%+2,278New
Truepoint, Inc.2,290$355.0K0.02%+1,020+80.3%Added
Lebenthal Global Advisors, LLC2,301$356.0K0.14%−84−3.5%Reduced
Hilltop Wealth Advisors, LLC2,298$356.0K0.25%00.0%Unchanged
Petix & Botte Co2,307$357.0K0.23%−2,039−46.9%Reduced
Rockwood Wealth Management, LLC2,307$357.4K0.16%+2,307New
Gratus Capital LLC2,311$358.0K0.03%00.0%Unchanged
O'Keefe Stevens Advisory, Inc.2,320$359.0K0.17%00.0%Unchanged
Reuter James Wealth Management, LLC2,321$359.0K0.14%+2,321New
SFG Wealth Management, LLC.2,321$359.0K0.32%+2,321New
Goepper Burkhardt LLC2,327$360.0K0.21%00.0%Unchanged
Fortis Advisors, LLC2,325$360.0K0.21%+175+8.1%Added
Marks Group Wealth Management, Inc2,317$360.0K0.04%+314+15.7%Added
Osterweis Capital Management Inc2,336$362.0K0.02%−799−25.5%Reduced
USAdvisors Wealth Management, LLC2,340$362.0K0.15%−19−0.8%Reduced
Vista Wealth Management Group, LLC2,342$363.0K0.06%−155−6.2%Reduced
Selective Wealth Management, Inc.2,353$364.0K0.15%+150+6.8%Added
Covestor Ltd2,350$364.0K0.51%+2,350New
Blue Bell Private Wealth Management, LLC2,363$366.0K0.10%+2,363New
Levy Wealth Management Group, LLC2,370$367.0K0.17%+16+0.7%Added
Adamsbrown Wealth Consultants LLC2,367$367.0K0.33%+2,367New
Sanford Advisory Services, LLC2,378$368.0K0.08%−46−1.9%Reduced
Pegasus Partners Ltd.2,375$368.0K0.06%+302+14.6%Added
Commons Capital, LLC2,375$368.0K0.36%+2,375New
Asio Capital, LLC2,381$369.0K0.11%−19−0.8%Reduced
Lesa Sroufe & Co2,381$369.0K0.37%00.0%Unchanged
Lipe & Dalton2,380$369.0K0.17%+100+4.4%Added
JT Stratford LLC2,385$369.0K0.10%+191+8.7%Added
Capital Directions Investment Advisors, LLC2,390$370.0K0.11%−55−2.2%Reduced
Select Asset Management & Trust2,391$370.0K0.24%00.0%Unchanged
Bienville Capital Management, LLC2,390$370.0K0.27%00.0%Unchanged
AGF Investments LLC2,387$370.0K0.03%+1,857+350.4%Added
Mad River Investors2,400$372.0K0.28%00.0%Unchanged
Ade, LLC2,403$372.0K0.32%00.0%Unchanged
Gyroscope Capital Management Group, LLC2,400$372.0K0.13%+1,100+84.6%Added
Long Run Wealth Advisors, LLC2,397$372.0K0.13%+2,397New
Integrity Financial Corp2,403$372.0K0.28%+2,403New
Patron Partners Advisors, LLC2,409$373.0K0.24%−12−0.5%Reduced
Aft, Forsyth & Company, Inc.2,414$374.0K0.19%−40−1.6%Reduced
Investmark Advisory Group LLC2,417$374.0K0.35%+2,417New
NEIRG Wealth Management, LLC2,423$375.0K0.07%+2,423New
Well Done, LLC2,427$376.0K0.08%+10.0%Added
Fountainhead AM, LLC2,445$379.0K0.16%−353−12.6%Reduced
Thrive Wealth Management, LLC2,447$379.0K0.13%+2,447New
Holland Advisory Services, Inc.2,444$379.0K0.44%+2,444New
Paragon Financial Partners, Inc.2,446$379.0K0.31%+2,446New
Security National Bank of So Dak2,454$380.0K0.26%00.0%Unchanged
Salomon & Ludwin, LLC2,456$380.0K0.05%+399+19.4%Added
Holistic Financial Partners2,463$381.0K0.22%00.0%Unchanged
Miramar Capital, LLC2,458$381.0K0.13%00.0%Unchanged
Summit Wealth Partners, LLC2,463$381.4K0.08%+14+0.6%Added
Farmers & Merchants Trust Co of Chambersburg PA2,467$382.0K0.25%00.0%Unchanged
HYA Advisors, Inc2,465$382.0K0.14%+361+17.2%Added
Options Solutions, LLC2,464$382.0K0.35%+2,464New
Quad-Cities Investment Group, LLC2,479$384.0K0.24%−10−0.4%Reduced
Mayfair Advisory Group, LLC2,473$384.0K0.51%+187+8.2%Added
Security Asset Management2,491$386.0K0.15%−143−5.4%Reduced
Alliance Wealth Management Group2,492$386.0K0.12%00.0%Unchanged
Interchange Capital Partners, LLC2,493$386.0K0.39%+628+33.7%Added
Firethorn Wealth Partners, LLC2,503$388.0K0.29%+2,503New
Karpus Management, Inc.2,515$390.0K0.01%00.0%Unchanged
Traverso Chambers Private Wealth Management, LLC2,532$392.0K0.12%+150+6.3%Added
Meridian Investment Counsel Inc.2,535$393.0K0.13%00.0%Unchanged
Skba Capital Management LLC2,547$394.0K0.07%+7+0.3%Added
Future Financial Wealth Managment LLC2,519$395.0K0.32%00.0%Unchanged
Arcus Capital Partners, LLC2,553$395.0K0.13%+276+12.1%Added
Woodley Farra Manion Portfolio Management Inc2,558$396.0K0.03%−336−11.6%Reduced
Deltec Asset Management LLC2,558$396.0K0.06%00.0%Unchanged
Ballast Advisors LLC2,554$396.0K0.15%+110+4.5%Added
KFA Private Wealth Group, LLC2,555$396.0K0.20%+989+63.2%Added
Dixon Fnancial Services, Inc.2,559$396.0K0.29%+2,559New
CVA Family Office, LLC2,568$398.0K0.10%+2,078+424.1%Added
PYA Waltman Capital, LLC2,573$399.0K0.21%00.0%Unchanged
Wrapmanager Inc2,576$399.0K0.10%+153+6.3%Added
Greenup Street Wealth Management LLC2,576$399.0K0.24%+2,576New
Jackson Wealth Management, LLC2,585$400.0K0.05%+2,585New
McAdam, LLC2,592$401.0K0.04%−588−18.5%Reduced