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 |
|---|---|---|---|---|---|
| Baker Boyer National Bank | 2,598 | $402.0K | 0.18% | +2,598 | New |
| Peoples Bank | 2,599 | $403.0K | 0.20% | −121−4.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,604 | $403.0K | 0.02% | 00.0% | Unchanged |
| Peavine Capital, LLC | 2,605 | $403.0K | 0.08% | 00.0% | Unchanged |
| Edgewood Management LLC | 2,600 | $403.0K | 0.00% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 2,646 | $403.0K | 0.26% | +2,646 | New |
| Coyle Financial Counsel LLC | 2,606 | $404.0K | 0.24% | +417+19.0% | Added |
| Armstrong Shaw Associates Inc | 2,610 | $404.0K | 0.33% | +2,610 | New |
| L2 Asset Management, LLC | 2,609 | $404.0K | 0.28% | +2,609 | New |
| Vise Technologies, Inc. | 2,605 | $404.0K | 0.11% | +2,605 | New |
| Collaborative Wealth Managment Inc. | 2,605 | $404.0K | 0.22% | +2,605 | New |
| Unionview, LLC | 2,606 | $404.0K | 0.38% | +2,606 | New |
| Meritage Portfolio Management | 2,614 | $405.0K | 0.02% | −159−5.7% | Reduced |
| Pathway Financial Advisors LLC | 2,833 | $405.0K | 0.14% | +2,833 | New |
| Ami Asset Management Corp | 2,618 | $406.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,621 | $406.0K | 0.09% | +326+14.2% | Added |
| Navellier & Associates Inc | 2,628 | $407.0K | 0.06% | −100−3.7% | Reduced |
| DFPG Investments, LLC | 2,762 | $408.0K | 0.17% | −255−8.5% | Reduced |
| RDA Financial Network | 2,640 | $409.0K | 0.17% | −7−0.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,640 | $409.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,638 | $409.0K | 0.21% | +185+7.5% | Added |
| Clearwater Capital Advisors, LLC | 2,647 | $410.0K | 0.05% | +33+1.3% | Added |
| Curran Financial Partners, LLC | 2,644 | $410.0K | 0.17% | +2,644 | New |
| Rollins Financial | 2,652 | $411.0K | 0.12% | +2,652 | New |
| Masso Torrence Wealth Management Inc. | 2,660 | $412.0K | 0.29% | +2,660 | New |
| Lantz Financial LLC | 2,666 | $413.0K | 0.19% | 00.0% | Unchanged |
| Saturna Capital CORP | 2,678 | $415.0K | 0.01% | −500−15.7% | Reduced |
| Column Capital Advisors, LLC | 2,677 | $415.0K | 0.08% | +82+3.2% | Added |
| Blossom Wealth Management | 2,681 | $415.0K | 2.04% | +125+4.9% | Added |
| SkyView Investment Advisors, LLC | 2,731 | $417.0K | 0.09% | −204−7.0% | Reduced |
| Guild Investment Management, Inc. | 2,691 | $417.0K | 0.42% | +750+38.6% | Added |
| FSB Premier Wealth Management, Inc. | 2,704 | $418.0K | 0.17% | +359+15.3% | Added |
| Coho Partners, Ltd. | 2,707 | $419.0K | 0.01% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,707 | $419.0K | 0.37% | +2,707 | New |
| Mather Group, LLC. | 2,710 | $420.0K | 0.01% | −26−1.0% | Reduced |
| Eagle Bay Advisors LLC | 2,713 | $420.0K | 0.27% | +49+1.8% | Added |
| State of Wyoming | 2,715 | $421.0K | 0.20% | +32+1.2% | Added |
| Titus Wealth Management | 2,728 | $423.0K | 0.19% | −175−6.0% | Reduced |
| Cordasco Financial Network | 2,729 | $423.0K | 0.26% | −65−2.3% | Reduced |
| PFG Private Wealth Management, LLC | 2,732 | $423.0K | 0.22% | +49+1.8% | Added |
| CFS Investment Advisory Services, LLC | 2,962 | $424.0K | 0.06% | +97+3.4% | Added |
| XR Securities LLC | 2,737 | $424.0K | 0.05% | +2,737 | New |
| Sonen Capital LLC | 2,739 | $424.0K | 0.41% | +2,739 | New |
| Royal Capital Wealth Management, LLC | 2,740 | $424.0K | 0.41% | +2,740 | New |
| Drive Wealth Management, LLC | 2,741 | $424.0K | 0.37% | +2,741 | New |
| Hamilton Capital, LLC | 2,745 | $425.0K | 0.03% | +307+12.6% | Added |
| Eldridge Investment Advisors, Inc. | 2,752 | $426.0K | 0.14% | +50+1.9% | Added |
| Marathon Capital Management | 2,758 | $427.0K | 0.10% | −641−18.9% | Reduced |
| Family Firm, Inc. | 2,756 | $427.0K | 0.11% | −73−2.6% | Reduced |
| AXS Investments LLC | 2,761 | $428.0K | 0.10% | +484+21.3% | Added |
| Aveo Capital Partners, LLC | 2,761 | $428.0K | 0.08% | +774+39.0% | Added |
| Cedrus LLC | 2,771 | $429.2K | 0.41% | +2,771 | New |
| Darwin Advisors, LLC | 2,911 | $430.0K | 0.07% | −749−20.5% | Reduced |
| Triumph Capital Management | 2,779 | $430.0K | 0.19% | +1,590+133.7% | Added |
| Hurlow Wealth Management Group, Inc. | 2,563 | $431.0K | 0.34% | −15−0.6% | Reduced |
| Somerset Trust Co | 2,782 | $431.0K | 0.16% | +1,052+60.8% | Added |
| H. L. Ormond & Company, LLC | 3,027 | $432.0K | 0.51% | +3,027 | New |
| Blackston Financial Advisory Group, LLC | 2,795 | $433.0K | 0.25% | +2,795 | New |
| Canton Hathaway, LLC | 2,800 | $434.0K | 0.12% | +500+21.7% | Added |
| JGP Global Gestao de Recursos Ltda. | 2,800 | $434.0K | 0.20% | +700+33.3% | Added |
| Woodward Diversified Capital, LLC | 2,817 | $436.0K | 0.26% | −3,020−51.7% | Reduced |
| Biltmore Wealth Management, LLC | 2,819 | $437.0K | 0.16% | −252−8.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,818 | $437.0K | 0.18% | −129−4.4% | Reduced |
| Prentice Wealth Management LLC | 2,859 | $437.0K | 0.20% | +12+0.4% | Added |
| Gould Asset Management LLC | 2,820 | $437.0K | 0.12% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 2,828 | $438.0K | 0.10% | −609−17.7% | Reduced |
| Magnus Financial Group LLC | 2,836 | $439.0K | 0.08% | −293−9.4% | Reduced |
| Laurion Capital Management LP | 2,844 | $441.0K | 0.01% | −239,141−98.8% | Reduced |
| Independent Wealth Network Inc. | 2,849 | $441.0K | 0.27% | −155−5.2% | Reduced |
| Rock Point Advisors, LLC | 2,857 | $443.0K | 0.12% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 3,238 | $444.0K | 0.18% | +940+40.9% | Added |
| Oak Family Advisors, LLC | 2,867 | $444.0K | 0.21% | +2,867 | New |
| Princeton Global Asset Management LLC | 2,872 | $445.0K | 0.12% | −27,244−90.5% | Reduced |
| Fermata Advisors, LLC | 2,875 | $445.0K | 0.16% | +773+36.8% | Added |
| McIlrath & Eck, LLC | 2,881 | $446.0K | 0.12% | +13+0.5% | Added |
| Capital Counsel LLC | 2,895 | $448.0K | 0.02% | −221−7.1% | Reduced |
| East Coast Asset Management, LLC. | 2,890 | $448.0K | 0.10% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,896 | $449.0K | 0.23% | −167−5.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,899 | $449.0K | 0.11% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,900 | $449.0K | 0.21% | +102+3.6% | Added |
| Capstone Financial Advisors, Inc. | 2,898 | $449.0K | 0.03% | +908+45.6% | Added |
| Koss-Olinger Consulting, LLC | 2,903 | $450.0K | 0.07% | −4,917−62.9% | Reduced |
| Towerpoint Wealth, LLC | 2,906 | $450.0K | 0.21% | +272+10.3% | Added |
| Bellevue Asset Management, LLC | 2,912 | $451.0K | 0.27% | −262−8.3% | Reduced |
| Rockbridge Investment Management, LCC | 2,912 | $451.0K | 0.07% | +11+0.4% | Added |
| Iron Financial, LLC | 2,916 | $452.0K | 0.20% | +174+6.3% | Added |
| Palumbo Wealth Management LLC | 2,917 | $452.0K | 0.28% | +505+20.9% | Added |
| Ategra Capital Management, LLC | 2,919 | $452.1K | 0.21% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,926 | $453.0K | 0.11% | −574−16.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,924 | $453.0K | 0.10% | +29+1.0% | Added |
| Wolff Financial Management LLC | 2,925 | $453.0K | 0.17% | +2,925 | New |
| Dentgroup LLC | 2,927 | $453.0K | 0.43% | +2,927 | New |
| Israel Discount Bank of New York | 2,935 | $455.0K | 0.28% | −779−21.0% | Reduced |
| Headinvest, LLC | 2,936 | $455.0K | 0.08% | +135+4.8% | Added |
| SignalPoint Asset Management, LLC | 2,945 | $456.0K | 0.14% | +67+2.3% | Added |
| Fiduciary Planning LLC | 2,957 | $458.0K | 0.26% | −4,583−60.8% | Reduced |
| Accurate Wealth Management, LLC | 2,808 | $459.0K | 0.38% | −102−3.5% | Reduced |
| Apella Capital, LLC | 2,969 | $460.0K | 0.06% | −193−6.1% | Reduced |
| Peconic Partners LLC | 2,970 | $460.0K | 0.04% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 2,970 | $460.0K | 0.27% | 00.0% | Unchanged |