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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 32,191 | $4.99M | 0.81% | +530+1.7% | Added |
| Naples Global Advisors, LLC | 32,181 | $4.98M | 0.58% | −484−1.5% | Reduced |
| Brave Asset Management Inc | 32,089 | $4.97M | 1.36% | −3,246−9.2% | Reduced |
| Circle Wealth Management, LLC | 32,033 | $4.96M | 0.65% | −1,696−5.0% | Reduced |
| Whalerock Point Partners, LLC | 31,965 | $4.95M | 1.70% | +2,335+7.9% | Added |
| Northwest Bancshares, Inc. | 31,942 | $4.95M | 0.97% | +1,196+3.9% | Added |
| Boenning & Scattergood, Inc. | 31,924 | $4.95M | 0.79% | +974+3.1% | Added |
| Kornitzer Capital Management Inc | 31,894 | $4.94M | 0.07% | −7,720−19.5% | Reduced |
| Essex LLC | 31,893 | $4.94M | 1.32% | −39−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 31,865 | $4.93M | 0.30% | +1,063+3.5% | Added |
| Ironwood Investment Counsel, LLC | 31,843 | $4.93M | 1.13% | +2,551+8.7% | Added |
| RB Capital Management, LLC | 31,835 | $4.93M | 1.54% | +261+0.8% | Added |
| Redwood Investments, LLC | 31,792 | $4.92M | 0.39% | +1,925+6.4% | Added |
| Panagora Asset Management Inc | 31,774 | $4.92M | 0.03% | −46,456−59.4% | Reduced |
| RPg Family Wealth Advisory, LLC | 31,761 | $4.92M | 1.94% | −164−0.5% | Reduced |
| B. Riley Wealth Management, Inc. | 31,741 | $4.92M | 0.34% | −1,476−4.4% | Reduced |
| Easterly Investment Partners LLC | 31,707 | $4.91M | 0.36% | −269−0.8% | Reduced |
| Comerica Securities,inc. | 31,705 | $4.91M | 0.31% | −218−0.7% | Reduced |
| Strategic Wealth Designers | 31,698 | $4.91M | 1.28% | +3,473+12.3% | Added |
| Westhampton Capital, LLC | 31,682 | $4.91M | 3.00% | −99−0.3% | Reduced |
| KLCM Advisors, Inc. | 31,675 | $4.91M | 1.07% | +65+0.2% | Added |
| J.W. Cole Advisors, Inc. | 31,664 | $4.90M | 0.32% | +54+0.2% | Added |
| Notis-McConarty Edward | 31,575 | $4.89M | 1.63% | +296+0.9% | Added |
| GFS Advisors, LLC | 31,481 | $4.88M | 0.80% | +14,339+83.6% | Added |
| Duncker Streett & Co Inc | 31,360 | $4.86M | 0.84% | −384−1.2% | Reduced |
| Parallel Advisors, LLC | 31,346 | $4.86M | 0.18% | −1,630−4.9% | Reduced |
| Clearline Capital LP | 31,234 | $4.84M | 0.66% | +31,234 | New |
| Greenleaf Trust | 31,227 | $4.84M | 0.06% | −3,904−11.1% | Reduced |
| Townsend Asset Management Corp | 31,221 | $4.84M | 2.31% | +1,283+4.3% | Added |
| Veriti Management LLC | 31,193 | $4.83M | 0.63% | −641−2.0% | Reduced |
| FDx Advisors, Inc. | 31,149 | $4.83M | 0.13% | +11,649+59.7% | Added |
| Adalta Capital Management LLC | 31,026 | $4.80M | 2.22% | +4,953+19.0% | Added |
| Gs Investments, Inc. | 30,861 | $4.78M | 2.31% | +70+0.2% | Added |
| Beach Investment Counsel Inc | 30,850 | $4.78M | 0.63% | 00.0% | Unchanged |
| Montis Financial, LLC | 30,778 | $4.77M | 3.46% | +918+3.1% | Added |
| Hills Bank & Trust Co | 30,747 | $4.76M | 0.65% | −1,521−4.7% | Reduced |
| Brighton Jones LLC | 30,729 | $4.76M | 0.22% | +1,357+4.6% | Added |
| Proequities, Inc. | 30,664 | $4.75M | 0.27% | +2,209+7.8% | Added |
| MainStreet Investment Advisors LLC | 30,652 | $4.75M | 0.41% | −57−0.2% | Reduced |
| William Allan, LLC | 30,584 | $4.74M | 3.37% | +30,584 | New |
| Maryland Capital Management | 30,500 | $4.72M | 0.26% | +218+0.7% | Added |
| Weil Company, Inc. | 30,484 | $4.72M | 2.20% | +286+0.9% | Added |
| IndexIQ Advisors LLC | 30,472 | $4.72M | 0.16% | −1,068−3.4% | Reduced |
| First Interstate Bank | 30,368 | $4.70M | 0.46% | −182−0.6% | Reduced |
| Andra AP-fonden | 30,300 | $4.69M | 0.10% | −11,700−27.9% | Reduced |
| Magnolia Capital Advisors LLC | 30,273 | $4.69M | 1.37% | −23−0.1% | Reduced |
| IBM Retirement Fund | 30,231 | $4.68M | 0.58% | −21,067−41.1% | Reduced |
| North Star Investment Management Corp. | 30,227 | $4.68M | 0.33% | +339+1.1% | Added |
| First Citizens Bank & Trust Co | 30,215 | $4.68M | 0.18% | +1,266+4.4% | Added |
| ACG Wealth | 30,192 | $4.68M | 0.66% | −8,166−21.3% | Reduced |
| S&CO Inc | 30,107 | $4.66M | 0.33% | +2,000+7.1% | Added |
| IMS Capital Management | 30,101 | $4.66M | 2.40% | +15,107+100.8% | Added |
| Wills Financial Group, Inc. | 30,084 | $4.66M | 1.84% | +1,374+4.8% | Added |
| Journey Advisory Group, LLC | 30,070 | $4.66M | 1.29% | +2,577+9.4% | Added |
| Enterprise Trust & Investment Co | 30,060 | $4.66M | 1.63% | −409−1.3% | Reduced |
| Otter Creek Advisors, LLC | 30,000 | $4.65M | 4.36% | +30,000 | New |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $4.65M | 2.02% | +30,000 | New |
| Mizuho Markets Cayman LP | 29,970 | $4.64M | 0.47% | +8,107+37.1% | Added |
| HB Wealth Management, LLC | 29,901 | $4.63M | 0.09% | +29,901 | New |
| Quest Investment Management LLC | 29,872 | $4.63M | 0.40% | +6,228+26.3% | Added |
| Alerus Financial NA | 29,847 | $4.62M | 0.38% | −19,256−39.2% | Reduced |
| Carroll Financial Associates, Inc. | 30,244 | $4.62M | 0.25% | −289−0.9% | Reduced |
| Citizens Business Bank | 29,710 | $4.60M | 0.56% | +271+0.9% | Added |
| Citizens National Bank Trust Department | 29,654 | $4.59M | 1.74% | −22,225−42.8% | Reduced |
| Transcend Wealth Collective, LLC | 29,647 | $4.59M | 0.41% | +1,097+3.8% | Added |
| Campbell Newman Asset Management Inc | 29,599 | $4.58M | 0.41% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 29,545 | $4.58M | 1.51% | +1,521+5.4% | Added |
| Graybill Bartz & Assoc Ltd | 29,515 | $4.57M | 2.07% | +149+0.5% | Added |
| Laurel Wealth Advisors, Inc. | 29,520 | $4.57M | 0.35% | +9,728+49.2% | Added |
| Old Second National Bank of Aurora | 27,170 | $4.57M | 1.35% | +1,561+6.1% | Added |
| McBroom & Associates, LLC | 29,490 | $4.57M | 3.44% | +29,490 | New |
| Ferguson Wellman Capital Management, Inc | 29,426 | $4.56M | 0.13% | −2,111−6.7% | Reduced |
| Charter Trust Co | 29,358 | $4.55M | 0.39% | +1,227+4.4% | Added |
| Johanson Financial Advisors, Inc. | 29,292 | $4.54M | 1.39% | −110−0.4% | Reduced |
| Coastline Trust Co | 29,250 | $4.53M | 0.52% | −4,065−12.2% | Reduced |
| swisspartners Ltd. | 28,829 | $4.53M | 3.21% | +25,564+783.0% | Added |
| Stokes Family Office, LLC | 29,209 | $4.52M | 0.56% | −235−0.8% | Reduced |
| HBW Advisory Services LLC | 29,205 | $4.52M | 1.06% | +1,849+6.8% | Added |
| Meridian Wealth Management, LLC | 29,176 | $4.52M | 0.48% | +2,320+8.6% | Added |
| Moody Lynn & Lieberson, LLC | 28,987 | $4.49M | 0.30% | −20,775−41.7% | Reduced |
| Flagship Harbor Advisors, LLC | 28,941 | $4.48M | 0.42% | +472+1.7% | Added |
| Sicart Associates LLC | 28,671 | $4.47M | 1.17% | −50.0% | Reduced |
| Park Avenue Securities LLC | 28,796 | $4.46M | 0.08% | +601+2.1% | Added |
| Mission Creek Capital Partners, Inc. | 28,739 | $4.45M | 0.88% | +109+0.4% | Added |
| Westbourne Investment Advisors, Inc. | 28,687 | $4.44M | 1.75% | +4,440+18.3% | Added |
| Silvant Capital Management LLC | 28,598 | $4.43M | 0.76% | −1,417−4.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 28,576 | $4.43M | 1.64% | +6,934+32.0% | Added |
| Nichols & Pratt Advisers LLP | 28,528 | $4.42M | 0.30% | −922−3.1% | Reduced |
| Liberty Capital Management, Inc. | 28,531 | $4.42M | 1.19% | −555−1.9% | Reduced |
| Corient Capital Partners, LLC | 28,477 | $4.41M | 0.29% | −4,433−13.5% | Reduced |
| SOA Wealth Advisors, LLC. | 28,282 | $4.41M | 1.07% | −199−0.7% | Reduced |
| Mirador Capital Partners LP | 28,465 | $4.41M | 0.93% | +4,598+19.3% | Added |
| Regal Investment Advisors LLC | 28,450 | $4.41M | 0.39% | +61+0.2% | Added |
| Parkwood LLC | 28,361 | $4.39M | 0.78% | +28,361 | New |
| Mengis Capital Management, Inc. | 28,344 | $4.39M | 0.82% | +105+0.4% | Added |
| Rowland & Co Investment Counsel | 35,488 | $4.38M | 0.98% | +9,492+36.5% | Added |
| Hall Laurie J Trustee | 28,264 | $4.38M | 1.55% | −50−0.2% | Reduced |
| Asset Dedication, LLC | 28,334 | $4.37M | 0.53% | +397+1.4% | Added |
| One Capital Management, LLC | 28,158 | $4.36M | 0.33% | +22,547+401.8% | Added |
| Savant Capital, LLC | 28,066 | $4.35M | 0.14% | +1,125+4.2% | Added |