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 |
|---|---|---|---|---|---|
| Prentiss Smith & Co Inc | 3,565 | $552.0K | 0.26% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 3,566 | $552.0K | 0.26% | +3,566 | New |
| First City Capital Management, Inc. | 3,891 | $553.0K | 0.31% | +436+12.6% | Added |
| Smallwood Wealth Investment Management, LLC | 3,571 | $553.0K | 0.51% | +3,571 | New |
| Copperleaf Capital, LLC | 3,585 | $555.0K | 0.48% | +326+10.0% | Added |
| WSFS Capital Management, LLC | 3,592 | $556.0K | 0.21% | +7+0.2% | Added |
| Round Table Services, LLC | 3,601 | $558.0K | 0.11% | −3−0.1% | Reduced |
| Garde Capital, Inc. | 3,612 | $559.0K | 0.05% | −261−6.7% | Reduced |
| Boyd Watterson Asset Management LLC | 3,614 | $560.0K | 0.19% | −65−1.8% | Reduced |
| Flaharty Asset Management, LLC | 3,622 | $561.0K | 0.10% | +35+1.0% | Added |
| Austin Private Wealth, LLC | 3,622 | $561.0K | 0.11% | +130+3.7% | Added |
| Personal Cfo Solutions, LLC | 3,621 | $561.0K | 0.11% | +669+22.7% | Added |
| Cozad Asset Management Inc | 3,626 | $562.0K | 0.08% | +171+4.9% | Added |
| Signet Financial Management, LLC | 3,633 | $563.0K | 0.09% | −809−18.2% | Reduced |
| Camden National Bank | 3,633 | $563.0K | 0.10% | +82+2.3% | Added |
| Fort Point Capital Partners LLC | 3,634 | $563.0K | 0.08% | +242+7.1% | Added |
| DT Investment Partners, LLC | 3,643 | $564.0K | 0.07% | −1,943−34.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 3,650 | $565.0K | 0.08% | −8,850−70.8% | Reduced |
| Tradition Wealth Management, LLC | 3,648 | $565.0K | 0.07% | −19−0.5% | Reduced |
| TruWealth Advisors, LLC | 3,653 | $566.0K | 0.06% | −570−13.5% | Reduced |
| Peninsula Asset Management Inc | 3,660 | $567.0K | 0.27% | −15−0.4% | Reduced |
| Canvas Wealth Advisors, LLC | 3,681 | $570.0K | 0.21% | −100−2.6% | Reduced |
| Regis Management CO LLC | 3,683 | $570.0K | 0.09% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,682 | $570.0K | 0.08% | +675+22.4% | Added |
| Sofos Investments, Inc. | 4,648 | $571.0K | 0.04% | +1,207+35.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,691 | $571.0K | 0.14% | +241+7.0% | Added |
| LifePro Asset Management | 3,687 | $571.0K | 0.17% | +827+28.9% | Added |
| Decatur Capital Management, Inc. | 3,695 | $572.0K | 0.34% | −47−1.3% | Reduced |
| Optas, LLC | 3,703 | $573.0K | 0.16% | +60+1.6% | Added |
| Opal Wealth Advisors, LLC | 3,703 | $574.0K | 0.36% | −2,479−40.1% | Reduced |
| New Jersey Better Educational Savings Trust | 3,706 | $574.0K | 1.27% | 00.0% | Unchanged |
| First National Bank | 3,723 | $577.0K | 0.50% | +12+0.3% | Added |
| ETF Managers Group, LLC | 3,699 | $577.0K | 0.01% | +174+4.9% | Added |
| Safeguard Investment Advisory Group, LLC | 3,735 | $578.0K | 0.34% | −10.0% | Reduced |
| First Bank & Trust | 3,735 | $579.0K | 0.24% | +6+0.2% | Added |
| Portland Global Advisors LLC | 3,754 | $581.0K | 0.10% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 3,752 | $581.0K | 0.13% | +4+0.1% | Added |
| HM Capital Management, LLC | 3,759 | $582.0K | 0.22% | +518+16.0% | Added |
| Fusion Capital, LLC | 3,760 | $582.0K | 0.30% | +580+18.2% | Added |
| CFO4Life Group, LLC | 3,764 | $583.0K | 0.12% | −417−10.0% | Reduced |
| Redmont Wealth Advisors LLC | 3,765 | $583.0K | 0.65% | +3,765 | New |
| Jackson Square Capital, LLC | 3,786 | $586.0K | 0.17% | −11,578−75.4% | Reduced |
| Financial Partners Group, Inc | 4,120 | $589.0K | 0.13% | +157+4.0% | Added |
| 1776 Wealth LLC | 3,818 | $591.0K | 0.32% | −488−11.3% | Reduced |
| Synergy Financial Management, LLC | 3,819 | $591.0K | 0.14% | +1,059+38.4% | Added |
| McGuire Investment Group, LLC | 3,822 | $592.0K | 0.10% | −329−7.9% | Reduced |
| WC Walker & Associates, Inc. | 3,896 | $592.0K | 0.29% | −100−2.5% | Reduced |
| BCK Capital Management LP | 3,826 | $593.0K | 0.40% | −3,711−49.2% | Reduced |
| Kalos Management, Inc. | 3,379 | $593.0K | 0.16% | +191+6.0% | Added |
| Palisades Hudson Asset Management, L.P. | 3,839 | $595.0K | 0.25% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 3,841 | $595.0K | 0.23% | +160+4.3% | Added |
| Kelman-Lazarov, Inc. | 3,847 | $596.0K | 0.19% | +48+1.3% | Added |
| Tennessee Valley Asset Management Partners | 3,857 | $597.0K | 0.20% | +832+27.5% | Added |
| Financial Strategies Group, Inc. | 3,856 | $597.0K | 0.24% | +1,192+44.7% | Added |
| First National Bank Sioux Falls | 3,850 | $597.0K | 0.64% | +1,336+53.1% | Added |
| Wealth Management Associates, Inc. | 3,860 | $597.8K | 0.32% | +33+0.9% | Added |
| SBB Research Group LLC | 3,868 | $599.0K | 0.09% | +3,868 | New |
| Mark Sheptoff Financial Planning, LLC | 3,872 | $600.0K | 0.29% | +33+0.9% | Added |
| Truvestments Capital LLC | 3,876 | $600.0K | 0.30% | +191+5.2% | Added |
| Sloy Dahl & Holst, LLC | 3,546 | $600.0K | 0.13% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,887 | $602.0K | 0.51% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 3,895 | $603.0K | 0.20% | 00.0% | Unchanged |
| Burleson & Company, LLC | 3,896 | $604.0K | 0.09% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 3,909 | $605.0K | 0.18% | +391+11.1% | Added |
| Traynor Capital Management, Inc. | 3,908 | $605.0K | 0.07% | +747+23.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,915 | $606.0K | 0.03% | −4,066−50.9% | Reduced |
| Palisade Asset Management, LLC | 3,912 | $606.0K | 0.07% | +20+0.5% | Added |
| WMG Financial Advisors, LLC | 3,931 | $606.0K | 0.47% | +3,931 | New |
| BT Wealth Management LLC | 3,944 | $611.0K | 0.17% | +49+1.3% | Added |
| McRae Capital Management Inc | 3,945 | $611.0K | 0.13% | +150+4.0% | Added |
| Sweet Financial Partners, LLC | 3,943 | $611.0K | 0.25% | +3,943 | New |
| Itau Unibanco Holding S.A. | 3,941 | $612.0K | 0.02% | −212,458−98.2% | Reduced |
| Birinyi Associates Inc | 3,950 | $612.0K | 0.19% | −650−14.1% | Reduced |
| HMS Capital Management, LLC | 3,952 | $612.0K | 0.27% | −263−6.2% | Reduced |
| WealthBridge Capital Management, LLC | 3,952 | $612.0K | 0.23% | +58+1.5% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,959 | $613.0K | 0.21% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 3,964 | $614.0K | 0.27% | +300+8.2% | Added |
| Keebeck Alpha, LP | 3,967 | $614.0K | 0.22% | +967+32.2% | Added |
| NCM Capital Management, LLC | 3,972 | $615.0K | 0.55% | +3,972 | New |
| Keudell/Morrison Wealth Management | 3,978 | $616.0K | 0.24% | +258+6.9% | Added |
| Broadleaf Partners, LLC | 4,000 | $620.0K | 0.19% | −38,184−90.5% | Reduced |
| Professional Advisory Services Inc | 4,000 | $620.0K | 0.08% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 4,010 | $621.0K | 0.02% | +16+0.4% | Added |
| Parcion Private Wealth LLC | 4,092 | $622.0K | 0.06% | −154−3.6% | Reduced |
| Greenhouse Wealth Management, LLC | 4,015 | $622.0K | 0.56% | 00.0% | Unchanged |
| HNP Capital LLC | 4,022 | $623.0K | 0.14% | +44+1.1% | Added |
| First International Bank & Trust | 4,030 | $624.0K | 0.22% | +4,030 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,032 | $625.0K | 0.38% | −268−6.2% | Reduced |
| Accel Wealth Management | 4,037 | $625.0K | 0.31% | +771+23.6% | Added |
| RMR Wealth Builders | 4,044 | $626.0K | 0.18% | −1,123−21.7% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 4,061 | $629.0K | 0.02% | −7,425−64.6% | Reduced |
| First National Corp | 4,070 | $630.0K | 0.14% | −210−4.9% | Reduced |
| Cable Hill Partners, LLC | 4,069 | $630.0K | 0.13% | +932+29.7% | Added |
| City State Bank | 4,065 | $630.0K | 0.39% | +4,065 | New |
| SPC Financial, Inc. | 4,073 | $631.0K | 0.07% | +650+19.0% | Added |
| Sutton Wealth Advisors Inc. | 4,078 | $631.6K | 0.21% | +86+2.2% | Added |
| Summit Global Investments | 4,078 | $632.0K | 0.04% | +711+21.1% | Added |
| Cutter & CO Brokerage, Inc. | 4,098 | $635.0K | 0.17% | −25−0.6% | Reduced |
| McDaniel Terry & Co | 4,097 | $635.0K | 0.06% | +1,295+46.2% | Added |
| Bickling Financial Services, Inc. | 4,104 | $636.0K | 0.31% | +301+7.9% | Added |