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 |
|---|---|---|---|---|---|
| Financial Avengers, Inc. | 37,310 | $5.78M | 3.54% | −74−0.2% | Reduced |
| IHT Wealth Management, LLC | 37,247 | $5.77M | 0.43% | +799+2.2% | Added |
| Occudo Quantitative Strategies LP | 37,197 | $5.76M | 0.51% | +37,197 | New |
| Sargent Bickham Lagudis LLC | 37,040 | $5.74M | 0.43% | −2,123−5.4% | Reduced |
| Palmer Knight Co | 37,015 | $5.73M | 2.68% | +71+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 36,938 | $5.72M | 1.39% | +367+1.0% | Added |
| Horizon Investments, LLC | 36,939 | $5.72M | 0.17% | +2,484+7.2% | Added |
| Family Capital Trust Co | 36,729 | $5.69M | 1.59% | +58+0.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 39,187 | $5.69M | 2.75% | +8,902+29.4% | Added |
| Capital Investment Counsel, Inc | 36,606 | $5.67M | 1.06% | +2,187+6.4% | Added |
| Bulltick Wealth Management, LLC | 36,528 | $5.66M | 1.15% | +27,342+297.6% | Added |
| Allen Investment Management LLC | 36,500 | $5.65M | 0.07% | +29,370+411.9% | Added |
| DCM Advisors, LLC | 36,357 | $5.63M | 1.66% | +3,023+9.1% | Added |
| Diligent Investors, LLC | 36,304 | $5.62M | 1.57% | +532+1.5% | Added |
| Family Management Corp | 36,284 | $5.62M | 1.46% | +427+1.2% | Added |
| Altavista Wealth Management, Inc. | 36,220 | $5.61M | 1.13% | +1,518+4.4% | Added |
| Mission Wealth Management, LP | 36,209 | $5.61M | 0.26% | +314+0.9% | Added |
| Logan Capital Management Inc | 36,112 | $5.59M | 0.24% | −1,200−3.2% | Reduced |
| Consolidated Capital Management, LLC | 35,929 | $5.57M | 2.47% | +592+1.7% | Added |
| Quinn Opportunity Partners LLC | 35,800 | $5.54M | 0.34% | −29,200−44.9% | Reduced |
| Abbrea Capital, LLC | 35,746 | $5.54M | 0.75% | −504−1.4% | Reduced |
| Motley Fool Wealth Management, LLC | 35,739 | $5.54M | 0.24% | −294−0.8% | Reduced |
| Toroso Investments, LLC | 35,727 | $5.53M | 0.17% | +5,792+19.3% | Added |
| Heritage Trust Co | 35,708 | $5.53M | 0.71% | −386−1.1% | Reduced |
| Chemung Canal Trust Co | 35,653 | $5.52M | 1.00% | −764−2.1% | Reduced |
| Guardian Capital Advisors LP | 34,935 | $5.51M | 0.53% | +19,059+120.0% | Added |
| Eastern Bank | 35,579 | $5.51M | 0.24% | +4,672+15.1% | Added |
| Independent Financial Group, LLC | 35,548 | $5.51M | 0.45% | +5,234+17.3% | Added |
| Jag Capital Management, LLC | 35,502 | $5.50M | 0.42% | −3,530−9.0% | Reduced |
| Mark Stevens | 35,477 | $5.50M | 0.58% | −1,780−4.8% | Reduced |
| Radnor Capital Management, LLC | 35,262 | $5.46M | 1.35% | +35,262 | New |
| Spinnaker Trust | 35,207 | $5.45M | 0.35% | +379+1.1% | Added |
| Middleton & Co Inc | 35,125 | $5.44M | 0.53% | +70+0.2% | Added |
| Arlington Partners LLC | 35,102 | $5.44M | 1.46% | +3,837+12.3% | Added |
| Pavion Blue Capital, LLC | 35,099 | $5.44M | 3.16% | −230−0.7% | Reduced |
| Stony Point Wealth Management Inc. | 35,058 | $5.43M | 2.88% | +6,596+23.2% | Added |
| Kavar Capital Partners Group, LLC | 35,032 | $5.43M | 1.13% | +2,161+6.6% | Added |
| American Trust | 35,015 | $5.42M | 0.41% | +35,015 | New |
| Westover Capital Advisors, LLC | 35,005 | $5.42M | 1.58% | −2,447−6.5% | Reduced |
| MYDA Advisors LLC | 35,000 | $5.42M | 1.70% | +35,000 | New |
| AMG National Trust Bank | 34,987 | $5.42M | 0.16% | −2,318−6.2% | Reduced |
| M. Kraus & Co | 34,986 | $5.42M | 1.73% | +5,182+17.4% | Added |
| American National Bank | 34,968 | $5.42M | 1.06% | +260+0.7% | Added |
| Wells Trecaso Financial Group, LLC | 34,934 | $5.41M | 2.35% | +1,065+3.1% | Added |
| Jupiter Wealth Management LLC | 34,929 | $5.41M | 2.81% | +1,015+3.0% | Added |
| First Trust Advisors LP | 34,908 | $5.41M | 0.01% | +8,567+32.5% | Added |
| Northstar Group, Inc. | 34,881 | $5.40M | 1.29% | +1,126+3.3% | Added |
| Crossvault Capital Management LLC | 34,869 | $5.40M | 1.62% | −2,403−6.4% | Reduced |
| Eidelman Virant Capital | 34,705 | $5.40M | 1.99% | +1,771+5.4% | Added |
| Sequoia Financial Advisors, LLC | 34,851 | $5.40M | 0.15% | +16,167+86.5% | Added |
| Brick & Kyle, Associates | 34,800 | $5.39M | 2.51% | +848+2.5% | Added |
| Legacy Private Trust Co. | 34,796 | $5.39M | 0.40% | −915−2.6% | Reduced |
| Addison Capital Co | 34,583 | $5.36M | 2.40% | +1,186+3.6% | Added |
| SlateStone Wealth, LLC | 34,557 | $5.35M | 1.14% | +2,979+9.4% | Added |
| Asset Planning Services Inc | 34,531 | $5.35M | 2.88% | −1,050−3.0% | Reduced |
| White Pine Investment CO | 34,346 | $5.32M | 1.77% | +272+0.8% | Added |
| Aviance Capital Partners, LLC | 34,288 | $5.31M | 0.88% | +11,184+48.4% | Added |
| LaFleur & Godfrey LLC | 34,264 | $5.31M | 0.68% | −323−0.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 34,207 | $5.30M | 0.55% | +4,588+15.5% | Added |
| WBH Advisory Inc | 34,172 | $5.29M | 0.60% | −445−1.3% | Reduced |
| Meyer Handelman Co | 34,161 | $5.29M | 0.20% | −1,132−3.2% | Reduced |
| Baker Ellis Asset Management LLC | 34,157 | $5.29M | 0.93% | +110.0% | Added |
| Marble Harbor Investment Counsel, LLC | 34,118 | $5.29M | 0.62% | +7,915+30.2% | Added |
| Arrow Financial Corp | 34,009 | $5.27M | 0.62% | +1,103+3.4% | Added |
| Keel Point, LLC | 33,886 | $5.25M | 0.76% | +4,509+15.3% | Added |
| Perkins Coie Trust Co | 33,871 | $5.25M | 1.54% | +2,834+9.1% | Added |
| Baker Tilly Wealth Management, LLC | 33,864 | $5.25M | 0.56% | +5,118+17.8% | Added |
| Aptus Capital Advisors, LLC | 33,761 | $5.23M | 0.18% | +4,599+15.8% | Added |
| Geneos Wealth Management Inc. | 33,743 | $5.23M | 0.20% | −30,351−47.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,625 | $5.21M | 0.43% | +3,181+10.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 33,598 | $5.20M | 0.33% | −16,400−32.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 33,442 | $5.19M | 0.87% | +5,728+20.7% | Added |
| Nixon Peabody Trust Co | 33,516 | $5.19M | 1.57% | +2,128+6.8% | Added |
| Twin Capital Management Inc | 33,436 | $5.18M | 0.52% | −18,706−35.9% | Reduced |
| First Hawaiian Bank | 33,430 | $5.18M | 0.15% | +900+2.8% | Added |
| HBK Sorce Advisory LLC | 33,276 | $5.16M | 0.26% | +1,257+3.9% | Added |
| IPG Investment Advisors LLC | 33,254 | $5.15M | 0.93% | +33,254 | New |
| Sumitomo Life Insurance Co | 33,062 | $5.12M | 0.12% | −1,014−3.0% | Reduced |
| CMH Wealth Management LLC | 32,924 | $5.10M | 1.54% | −9,931−23.2% | Reduced |
| Boyar Asset Management Inc. | 32,853 | $5.09M | 3.07% | +238+0.7% | Added |
| Beta Wealth Group, Inc. | 30,054 | $5.08M | 3.66% | 00.0% | Unchanged |
| Webster Bank, N. A. | 32,728 | $5.07M | 0.52% | +665+2.1% | Added |
| Mandatum Life Insurance Co Ltd | 32,722 | $5.07M | 1.34% | −45,317−58.1% | Reduced |
| JustInvest LLC | 32,718 | $5.07M | 0.30% | −4,339−11.7% | Reduced |
| Regatta Capital Group, LLC | 32,707 | $5.07M | 1.77% | +32,707 | New |
| Bridge Creek Capital Management LLC | 32,652 | $5.06M | 1.73% | +588+1.8% | Added |
| Axxcess Wealth Management, LLC | 32,617 | $5.05M | 0.38% | +32,617 | New |
| Centaurus Financial, Inc. | 32,517 | $5.04M | 0.38% | +5,286+19.4% | Added |
| Strategic Advisors LLC | 32,475 | $5.03M | 0.72% | +10,630+48.7% | Added |
| Greenline Partners, LLC | 32,424 | $5.02M | 0.95% | +195+0.6% | Added |
| Bender Robert & Associates | 29,626 | $5.01M | 1.45% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 32,338 | $5.01M | 0.97% | −380−1.2% | Reduced |
| Brandywine Global Investment Management, LLC | 32,293 | $5.00M | 0.04% | −216−0.7% | Reduced |
| Prospera Financial Services Inc | 32,272 | $5.00M | 0.22% | −8,004−19.9% | Reduced |
| Pecaut & Co. | 32,277 | $5.00M | 2.54% | −610−1.9% | Reduced |
| Boston Research & Management Inc | 32,248 | $4.99M | 1.36% | −530−1.6% | Reduced |
| Patton Albertson Miller Group, LLC | 32,245 | $4.99M | 0.81% | −174−0.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 32,244 | $4.99M | 1.64% | +1,713+5.6% | Added |
| Wellington Shields Capital Management, LLC | 32,242 | $4.99M | 0.64% | +3,291+11.4% | Added |
| Beech Hill Advisors, Inc. | 32,235 | $4.99M | 1.90% | +28,810+841.2% | Added |