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
- 3,374
- +325 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
- 477
- 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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Violich Capital Management, Inc. | 44,285 | $6.86M | 0.99% | −1,334−2.9% | Reduced |
| Boothe Investment Group, Inc. | 43,768 | $6.78M | 3.62% | +7,584+21.0% | Added |
| Redpoint Investment Management Pty Ltd | 43,661 | $6.76M | 0.54% | +849+2.0% | Added |
| CAPROCK Group, Inc. | 43,621 | $6.76M | 0.56% | −1,823−4.0% | Reduced |
| WoodTrust Financial Corp | 43,589 | $6.75M | 1.40% | +2,261+5.5% | Added |
| Great Valley Advisor Group, Inc. | 42,511 | $6.75M | 0.42% | +6,326+17.5% | Added |
| Texas Yale Capital Corp. | 43,360 | $6.72M | 0.34% | +415+1.0% | Added |
| Sompo Asset Management Co., Ltd. | 43,190 | $6.69M | 1.33% | +4,830+12.6% | Added |
| Profund Advisors LLC | 43,079 | $6.67M | 0.22% | +387+0.9% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 43,080 | $6.67M | 2.35% | +11,287+35.5% | Added |
| Baker Avenue Asset Management, LP | 43,071 | $6.67M | 0.34% | +4,419+11.4% | Added |
| Birch Hill Investment Advisors LLC | 43,057 | $6.67M | 0.33% | −160−0.4% | Reduced |
| Ravenstone Capital Management Inc. | 43,003 | $6.66M | 4.17% | +4,905+12.9% | Added |
| Carmignac Gestion | 42,850 | $6.65M | 0.09% | +3,250+8.2% | Added |
| Corbenic Partners LLC | 42,813 | $6.63M | 1.29% | +5,077+13.5% | Added |
| Oak Harvest Investment Services | 42,635 | $6.60M | 1.64% | −131−0.3% | Reduced |
| Ferris Capital, LLC | 42,590 | $6.60M | 1.43% | −30−0.1% | Reduced |
| Bank of Nova Scotia Trust Co | 42,559 | $6.59M | 0.57% | −2,381−5.3% | Reduced |
| HGI Capital Management, LLC | 42,490 | $6.58M | 2.63% | +268+0.6% | Added |
| Donaldson Capital Management, LLC | 42,444 | $6.57M | 0.29% | −462−1.1% | Reduced |
| Dynamic Advisor Solutions LLC | 42,400 | $6.57M | 0.47% | +2,226+5.5% | Added |
| Rice Partnership, LLC | 42,366 | $6.56M | 1.87% | +1,912+4.7% | Added |
| Amica Mutual Insurance Co | 42,351 | $6.56M | 0.55% | +19,564+85.9% | Added |
| HRT Financial LP | 42,304 | $6.55M | 0.04% | +42,304 | New |
| Kidder Stephen W | 42,275 | $6.55M | 1.99% | −3,455−7.6% | Reduced |
| Oak Grove Capital LLC | 42,210 | $6.54M | 1.28% | +9,922+30.7% | Added |
| Tdam USA Inc. | 42,092 | $6.52M | 0.40% | −302−0.7% | Reduced |
| Ziegler Capital Management, LLC | 42,091 | $6.52M | 0.23% | −1,694−3.9% | Reduced |
| Endurance Wealth Management, Inc. | 42,067 | $6.52M | 0.70% | +20,275+93.0% | Added |
| NJ State Employees Deferred Compensation Plan | 42,000 | $6.50M | 0.82% | 00.0% | Unchanged |
| Q Capital Solutions | 41,984 | $6.50M | 4.09% | −6,564−13.5% | Reduced |
| Rossmore Private Capital | 41,888 | $6.49M | 1.01% | +30+0.1% | Added |
| Avitas Wealth Management LLC | 41,846 | $6.48M | 1.09% | +14,667+54.0% | Added |
| Harbor Investment Advisory, LLC | 41,837 | $6.48M | 0.82% | −3,435−7.6% | Reduced |
| Evoke Wealth, LLC | 42,103 | $6.47M | 0.20% | +907+2.2% | Added |
| Global Retirement Partners, LLC | 41,682 | $6.46M | 5.00% | +7,373+21.5% | Added |
| Americana Partners, LLC | 41,274 | $6.39M | 1.16% | +12,903+45.5% | Added |
| Resources Management Corp | 41,250 | $6.39M | 0.83% | +2,627+6.8% | Added |
| Penobscot Investment Management Company, Inc. | 41,236 | $6.39M | 0.86% | −1,520−3.6% | Reduced |
| Cigna Investments Inc | 41,222 | $6.38M | 0.50% | −14,593−26.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 41,095 | $6.37M | 0.12% | −204−0.5% | Reduced |
| Farmers Trust Co | 40,928 | $6.34M | 1.30% | −208−0.5% | Reduced |
| German American Bancorp, Inc. | 40,868 | $6.33M | 0.89% | −377−0.9% | Reduced |
| Check Capital Management Inc | 40,836 | $6.33M | 0.50% | +31,933+358.7% | Added |
| Taylor Wealth Management Partners | 40,620 | $6.29M | 2.22% | −26−0.1% | Reduced |
| Altrafin AG | 40,617 | $6.29M | 2.27% | +40,617 | New |
| Canandaigua National Corp | 40,600 | $6.29M | 0.93% | +449+1.1% | Added |
| Hyman Charles D | 40,414 | $6.26M | 0.40% | −97−0.2% | Reduced |
| Wallington Asset Management, LLC | 40,402 | $6.26M | 0.95% | −227−0.6% | Reduced |
| Blueshift Asset Management, LLC | 40,241 | $6.23M | 0.55% | −37,903−48.5% | Reduced |
| Kempner Capital Management Inc. | 40,238 | $6.23M | 3.67% | −117−0.3% | Reduced |
| Private Trust Co NA | 40,111 | $6.21M | 0.86% | +2,065+5.4% | Added |
| Parus Finance (UK) Ltd | 40,095 | $6.21M | 1.99% | −3,670−8.4% | Reduced |
| Lynch & Associates | 40,084 | $6.21M | 1.47% | −406−1.0% | Reduced |
| Pathstone Family Office, LLC | 40,095 | $6.21M | 0.15% | −8,831−18.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 40,051 | $6.20M | 2.67% | +6,715+20.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 40,039 | $6.20M | 1.19% | +2,587+6.9% | Added |
| TCW Group Inc | 39,948 | $6.19M | 0.05% | +7,165+21.9% | Added |
| Nwam LLC | 39,879 | $6.18M | 0.49% | +4,560+12.9% | Added |
| O'Shaughnessy Asset Management, LLC | 39,849 | $6.17M | 0.11% | −477−1.2% | Reduced |
| Tudor Investment Corp Et Al | 39,812 | $6.17M | 0.12% | −13,044−24.7% | Reduced |
| Madison Wealth Management | 39,773 | $6.16M | 1.23% | −488−1.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 39,734 | $6.15M | 0.24% | +8,451+27.0% | Added |
| FAI Wealth Management | 39,656 | $6.14M | 5.07% | +57+0.1% | Added |
| Fluent Financial, LLC | 39,642 | $6.14M | 2.50% | +39,642 | New |
| Fragasso Group Inc. | 39,521 | $6.12M | 0.72% | +929+2.4% | Added |
| Stevens Capital Management LP | 39,311 | $6.09M | 1.40% | +7,415+23.2% | Added |
| Contrarius Investment Management Ltd | 39,164 | $6.07M | 0.34% | +2,751+7.6% | Added |
| Good Life Advisors, LLC | 39,013 | $6.04M | 0.73% | +492+1.3% | Added |
| Pariax, LLC | 38,998 | $6.04M | 5.90% | +38,998 | New |
| First American Trust, FSB | 38,981 | $6.04M | 0.82% | +903+2.4% | Added |
| Roanoke Asset Management Corp | 38,868 | $6.02M | 1.99% | +1,535+4.1% | Added |
| Prudential PLC | 38,819 | $6.01M | 0.08% | +27,547+244.4% | Added |
| Laurel Wealth Advisors LLC | 38,715 | $6.00M | 1.25% | +1,846+5.0% | Added |
| NEXT Financial Group, Inc | 38,581 | $5.98M | 0.39% | +1,913+5.2% | Added |
| RKL Wealth Management LLC | 38,567 | $5.97M | 0.71% | −426−1.1% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 38,563 | $5.97M | 4.79% | +2,755+7.7% | Added |
| WMS Partners, LLC | 38,542 | $5.97M | 1.28% | −755−1.9% | Reduced |
| Maven Securities LTD | 38,511 | $5.96M | 0.74% | +33,038+603.7% | Added |
| FRG Family Wealth Advisors LLC | 38,455 | $5.96M | 1.11% | −2,322−5.7% | Reduced |
| Chartwell Investment Partners, LLC | 38,440 | $5.95M | 0.17% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 38,403 | $5.95M | 1.12% | +1,437+3.9% | Added |
| Moreno Evelyn V | 38,244 | $5.92M | 1.18% | +3,836+11.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 38,208 | $5.92M | 0.22% | +6,006+18.7% | Added |
| Wendell David Associates Inc | 38,143 | $5.91M | 0.60% | −14,162−27.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 38,088 | $5.90M | 1.92% | +362+1.0% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 38,081 | $5.90M | 1.84% | +522+1.4% | Added |
| Financial Advocates Investment Management | 38,072 | $5.90M | 0.42% | +7,473+24.4% | Added |
| Kiwi Wealth Investments Limited Partnership | 38,065 | $5.90M | 0.28% | +7,581+24.9% | Added |
| Account Management LLC | 37,903 | $5.87M | 5.07% | +37,903 | New |
| Douglass Winthrop Advisors, LLC | 37,835 | $5.86M | 0.13% | −1,313−3.4% | Reduced |
| Buckhead Capital Management LLC | 37,688 | $5.84M | 1.24% | +102+0.3% | Added |
| Stoneridge Investment Partners LLC | 37,581 | $5.82M | 2.68% | +6,534+21.0% | Added |
| Moody National Bank Trust Division | 37,536 | $5.81M | 0.17% | −108,959−74.4% | Reduced |
| Kingdon Capital Management, L.L.C. | 37,500 | $5.81M | 0.87% | −68,400−64.6% | Reduced |
| GM Advisory Group, Inc. | 37,472 | $5.80M | 0.52% | +4,444+13.5% | Added |
| Private Advisory Group LLC | 37,461 | $5.80M | 1.19% | −1,219−3.2% | Reduced |
| CoreCap Advisors, LLC | 37,455 | $5.80M | 0.39% | +37,455 | New |
| Gladstone Institutional Advisory LLC | 37,447 | $5.80M | 0.45% | +5,557+17.4% | Added |
| Fishman Jay A Ltd | 37,401 | $5.79M | 0.62% | +7,965+27.1% | Added |