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 |
|---|---|---|---|---|---|
| Quest Capital Management Inc | 2,981 | $462.0K | 0.08% | +10.0% | Added |
| Centerpoint Advisors, LLC | 2,993 | $464.0K | 0.20% | −640−17.6% | Reduced |
| Clarus Group, Inc. | 3,200 | $464.0K | 0.31% | −152−4.5% | Reduced |
| Graham Capital Management, L.P. | 3,002 | $464.0K | 0.03% | +3,002 | New |
| Fca Corp | 3,000 | $465.0K | 0.16% | −4,249−58.6% | Reduced |
| Atwood & Palmer Inc | 3,001 | $465.0K | 0.04% | +61+2.1% | Added |
| Fortune 45 LLC | 3,018 | $467.0K | 0.41% | +3,018 | New |
| Marshall Wace, LLP | 3,016 | $468.0K | 0.00% | +3,016 | New |
| Empirical Asset Management, LLC | 3,044 | $471.0K | 0.45% | +3,044 | New |
| Crewe Advisors LLC | 3,050 | $472.0K | 0.10% | +850+38.6% | Added |
| One Charles Private Wealth Services, LLC | 3,056 | $473.0K | 0.27% | +20+0.7% | Added |
| Voya Financial Advisors, Inc. | 3,035 | $473.0K | 0.05% | +447+17.3% | Added |
| Sonata Capital Group Inc | 3,060 | $474.0K | 0.20% | −700−18.6% | Reduced |
| Kaydan Wealth Management, Inc. | 3,062 | $474.3K | 0.18% | +3,062 | New |
| UMA Financial Services, Inc. | 3,022 | $477.0K | 0.13% | −21−0.7% | Reduced |
| EPIQ Capital Group, LLC | 3,086 | $478.0K | 0.08% | +10.0% | Added |
| Manhattan West Asset Management, LLC | 3,084 | $478.0K | 0.29% | +3,084 | New |
| Planning Directions Inc | 3,093 | $479.0K | 0.32% | −125−3.9% | Reduced |
| Private Management Group Inc | 3,093 | $479.0K | 0.02% | +707+29.6% | Added |
| Van Leeuwen & Company, LLC | 3,102 | $480.0K | 0.27% | −16,755−84.4% | Reduced |
| Aaron Wealth Advisors | 3,105 | $480.0K | 0.13% | +509+19.6% | Added |
| CNB Bank | 3,108 | $481.0K | 0.26% | −43−1.4% | Reduced |
| Private Capital Management LLC | 3,107 | $481.0K | 0.17% | +487+18.6% | Added |
| NexWave Capital Partners LLC | 3,104 | $481.0K | 1.11% | +1,854+148.3% | Added |
| E&G Advisors, LP | 3,141 | $487.0K | 0.12% | −100−3.1% | Reduced |
| West Wealth Group, LLC | 3,160 | $489.0K | 0.18% | +3,160 | New |
| Harvest Volatility Management LLC | 3,173 | $491.0K | 0.02% | +3,173 | New |
| Wealth Management Solutions, LLC | 3,170 | $491.0K | 0.25% | +3,170 | New |
| SC&H Financial Advisors, Inc. | 3,179 | $492.0K | 0.27% | +3,179 | New |
| TCM Advisors, LLC | 3,200 | $492.0K | 0.44% | +3,200 | New |
| Triad Financial Advisors, Inc. | 3,175 | $492.0K | 0.29% | +3,175 | New |
| AIA Group Ltd | 3,180 | $493.0K | 0.02% | −6,756−68.0% | Reduced |
| Southland Equity Partners LLC | 3,189 | $493.9K | 0.20% | +109+3.5% | Added |
| Valicenti Advisory Services Inc | 3,200 | $496.0K | 0.12% | −100−3.0% | Reduced |
| Wolff Wiese Magana LLC | 3,206 | $497.0K | 0.32% | −429−11.8% | Reduced |
| Progressive Investment Management Corp | 3,207 | $497.0K | 0.14% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 3,207 | $497.0K | 0.25% | +275+9.4% | Added |
| Advisory Resource Group | 3,482 | $498.0K | 0.17% | +18+0.5% | Added |
| Hancock Whitney Investment Services Inc. | 3,234 | $498.0K | 0.09% | +3,234 | New |
| Capital CS Group, LLC | 3,220 | $499.0K | 0.39% | +120+3.9% | Added |
| Vahanian & Associates Financial Planning Inc. | 3,219 | $499.0K | 0.40% | +3,219 | New |
| Minot Wealth Management LLC | 3,231 | $500.0K | 0.10% | −3,461−51.7% | Reduced |
| CJM Wealth Advisers, Ltd. | 3,233 | $500.8K | 0.36% | +3,233 | New |
| Halbert Hargrove Global Advisors, LLC | 3,240 | $502.0K | 0.03% | −194−5.6% | Reduced |
| CPR Investments Inc. | 3,240 | $502.0K | 0.36% | +3,240 | New |
| Merriman Wealth Management, LLC | 3,248 | $503.0K | 0.04% | +437+15.5% | Added |
| TCWP LLC | 3,251 | $503.0K | 0.10% | +3,251 | New |
| Simon Quick Advisors, LLC | 3,254 | $504.0K | 0.13% | −2,289−41.3% | Reduced |
| John G Ullman & Associates Inc | 3,251 | $504.0K | 0.07% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 3,260 | $505.0K | 0.22% | −41,744−92.8% | Reduced |
| Convergence Investment Partners, LLC | 3,261 | $505.0K | 0.26% | −234−6.7% | Reduced |
| Creative Financial Designs Inc | 3,266 | $506.0K | 0.08% | −1,040−24.2% | Reduced |
| Evernest Financial Advisors, LLC | 4,671 | $506.3K | 0.26% | +4,671 | New |
| Private Capital Group, LLC | 3,273 | $507.0K | 0.11% | +55+1.7% | Added |
| Sage Private Wealth Group, LLC | 3,273 | $507.0K | 0.63% | +192+6.2% | Added |
| Marshall Financial Group LLC | 3,271 | $507.0K | 0.19% | +2,902+786.4% | Added |
| MEMBERS Trust Co | 3,277 | $508.0K | 0.02% | −1,188−26.6% | Reduced |
| Hudock, Inc. | 3,292 | $509.0K | 0.14% | −47−1.4% | Reduced |
| Kowal Investment Group, LLC | 3,286 | $509.0K | 0.15% | +144+4.6% | Added |
| Covenant Partners, LLC | 3,291 | $510.0K | 0.19% | +8+0.2% | Added |
| Buckley Wealth Management, LLC | 3,290 | $510.0K | 0.15% | +785+31.3% | Added |
| Alethea Capital Management, LLC | 3,301 | $511.0K | 0.45% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,312 | $513.0K | 0.15% | +630+23.5% | Added |
| Corundum Group, Inc. | 3,321 | $514.0K | 0.33% | +386+13.2% | Added |
| BFSG, LLC | 3,323 | $515.0K | 0.07% | +52+1.6% | Added |
| Seven Post Investment Office LP | 3,324 | $515.0K | 0.14% | +864+35.1% | Added |
| N.E.W. Advisory Services LLC | 3,331 | $516.0K | 0.08% | +280+9.2% | Added |
| Gemmer Asset Management LLC | 3,347 | $518.0K | 0.06% | −233−6.5% | Reduced |
| Uncommon Cents Investing LLC | 3,343 | $518.0K | 0.19% | +160+5.0% | Added |
| Golden Green, Inc. | 3,353 | $519.0K | 0.42% | −1,342−28.6% | Reduced |
| Community Bank of Raymore | 3,347 | $519.0K | 0.23% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 3,359 | $520.0K | 0.23% | −566−14.4% | Reduced |
| Symphony Financial, Ltd. Co. | 3,317 | $520.0K | 0.15% | +596+21.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,365 | $521.0K | 0.15% | −197−5.5% | Reduced |
| Mosaic Family Wealth, LLC | 3,379 | $523.0K | 0.14% | −519−13.3% | Reduced |
| Northwest Capital Management Inc | 3,683 | $523.0K | 0.25% | −90−2.4% | Reduced |
| Zhang Financial LLC | 3,378 | $523.0K | 0.09% | −53−1.5% | Reduced |
| Triton Wealth Management, PLLC | 3,710 | $524.0K | 0.27% | −521−12.3% | Reduced |
| Brookmont Capital Management | 3,381 | $524.0K | 0.28% | +110+3.4% | Added |
| Tompkins Financial Corp | 3,398 | $526.0K | 0.09% | −209−5.8% | Reduced |
| Trilogy Capital Inc. | 3,394 | $526.0K | 0.04% | +1,450+74.6% | Added |
| Arlington Capital Management, Inc. | 3,394 | $526.0K | 0.95% | +3,394 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 3,405 | $527.0K | 0.17% | +3,405 | New |
| Augustine Asset Management Inc | 3,421 | $530.0K | 0.26% | −6−0.2% | Reduced |
| Sentinel Trust Co Lba | 3,425 | $530.0K | 0.06% | +3,425 | New |
| Seizert Capital Partners, LLC | 3,420 | $530.0K | 0.02% | +3,420 | New |
| RTD Financial Advisors, Inc. | 3,462 | $536.0K | 0.07% | +3,462 | New |
| Carolinas Wealth Consulting LLC | 3,475 | $538.0K | 0.12% | +293+9.2% | Added |
| Winning Points Advisors, LLC | 3,866 | $540.0K | 0.39% | +1,034+36.5% | Added |
| Enterprise Financial Services Corp | 3,492 | $541.0K | 0.08% | −6,762−65.9% | Reduced |
| HFR Wealth Management, LLC | 3,500 | $542.0K | 0.14% | 00.0% | Unchanged |
| Rede Wealth, LLC | 3,496 | $542.0K | 0.27% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,512 | $544.0K | 0.06% | −264−7.0% | Reduced |
| Towercrest Capital Management | 3,522 | $545.0K | 0.10% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 3,520 | $545.0K | 0.09% | +18+0.5% | Added |
| Riverbridge Partners LLC | 3,525 | $546.0K | 0.01% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,981 | $547.0K | 0.20% | −289−6.8% | Reduced |
| Rosenberg Matthew Hamilton | 3,530 | $547.0K | 0.19% | +11+0.3% | Added |
| Aspire Private Capital, LLC | 3,530 | $547.0K | 0.17% | +285+8.8% | Added |
| Traphagen Investment Advisors LLC | 3,548 | $549.6K | 0.09% | +776+28.0% | Added |