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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 27,968 | $4.33M | 0.80% | −255−0.9% | Reduced |
| Empirical Finance, LLC | 27,961 | $4.33M | 0.51% | +4,937+21.4% | Added |
| Peloton Wealth Strategists | 27,948 | $4.33M | 1.74% | −585−2.1% | Reduced |
| Berkshire Bank | 27,924 | $4.33M | 0.96% | +635+2.3% | Added |
| Wellington Shields & Co., LLC | 27,909 | $4.32M | 0.86% | +99+0.4% | Added |
| Mitchell Capital Management Co | 27,833 | $4.31M | 0.87% | −446−1.6% | Reduced |
| Bridgewater Advisors Inc. | 27,741 | $4.30M | 0.95% | −308−1.1% | Reduced |
| Partners Capital Investment Group, LLP | 27,730 | $4.29M | 0.20% | +7,009+33.8% | Added |
| Point72 Hong Kong Ltd | 27,691 | $4.29M | 0.36% | −25,734−48.2% | Reduced |
| Pettee Investors, Inc. | 27,658 | $4.28M | 1.79% | 00.0% | Unchanged |
| Karp Capital Management Corp | 27,562 | $4.27M | 0.54% | −3,291−10.7% | Reduced |
| Bill Few Associates, Inc. | 27,541 | $4.27M | 2.21% | +27,541 | New |
| First National Bank of Mount Dora, Trust Investment Services | 27,518 | $4.26M | 1.26% | +259+1.0% | Added |
| Transform Wealth, LLC | 27,508 | $4.26M | 0.45% | +136+0.5% | Added |
| Roberts Wealth Advisors, LLC | 27,142 | $4.25M | 1.53% | +1,623+6.4% | Added |
| Audent Global Asset Management, LLC | 27,357 | $4.24M | 1.77% | +27,357 | New |
| Robertson Stephens Wealth Management, LLC | 27,347 | $4.24M | 0.36% | +23,104+544.5% | Added |
| Morgan Jess S & Co Inc | 27,290 | $4.23M | 2.60% | +2,420+9.7% | Added |
| BOK Financial Private Wealth, Inc. | 27,284 | $4.23M | 0.29% | −3,028−10.0% | Reduced |
| Coldstream Capital Management Inc | 27,267 | $4.22M | 0.13% | +11,376+71.6% | Added |
| Citadel Investment Advisory, Inc. | 27,204 | $4.21M | 2.47% | 00.0% | Unchanged |
| Bank Hapoalim BM | 27,213 | $4.21M | 0.42% | −9,417−25.7% | Reduced |
| Menlo Advisors LLC | 27,083 | $4.19M | 2.08% | −970−3.5% | Reduced |
| Rodgers Brothers Inc. | 27,059 | $4.19M | 0.75% | −359−1.3% | Reduced |
| Mendel Money Management | 27,053 | $4.19M | 2.42% | +505+1.9% | Added |
| Fairbanks Capital Management, Inc. | 27,042 | $4.19M | 3.04% | −45−0.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 27,000 | $4.18M | 0.52% | +27,000 | New |
| Cadence Bank NA | 26,978 | $4.18M | 1.14% | +749+2.9% | Added |
| SevenBridge Financial Group, LLC | 26,946 | $4.17M | 1.26% | +2,082+8.4% | Added |
| JCIC Asset Management Inc. | 26,890 | $4.17M | 1.25% | −130−0.5% | Reduced |
| Concorde Financial Corp | 26,726 | $4.16M | 2.61% | +26,726 | New |
| Meiji Yasuda Life Insurance Co | 26,789 | $4.15M | 0.07% | −2,925−9.8% | Reduced |
| Spreng Capital Management, Inc. | 26,786 | $4.15M | 2.39% | −58−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 26,747 | $4.14M | 0.12% | +4,965+22.8% | Added |
| Ruffer LLP | 26,290 | $4.13M | 0.10% | −414−1.6% | Reduced |
| True North Advisors, LLC | 26,690 | $4.13M | 0.70% | +72+0.3% | Added |
| Ritholtz Wealth Management | 26,618 | $4.12M | 0.26% | +1,723+6.9% | Added |
| Diversified Investment Strategies, LLC | 26,534 | $4.11M | 2.98% | −112−0.4% | Reduced |
| Allworth Financial LP | 26,473 | $4.10M | 0.06% | +2,280+9.4% | Added |
| Elk River Wealth Management, LLC | 26,313 | $4.08M | 0.92% | −5,768−18.0% | Reduced |
| Kesler, Norman & Wride, LLC | 26,248 | $4.07M | 0.86% | +1,368+5.5% | Added |
| M. Kulyk & Associates, LLC | 26,245 | $4.07M | 1.05% | +26,245 | New |
| Northstar Asset Management LLC | 26,149 | $4.05M | 0.95% | +2,191+9.1% | Added |
| Cullen Capital Management LLC | 26,006 | $4.03M | 0.04% | −930−3.5% | Reduced |
| Pensionfund DSM Netherlands | 26,000 | $4.03M | 0.46% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 25,992 | $4.03M | 2.24% | −269−1.0% | Reduced |
| Dakota Wealth Management | 25,956 | $4.02M | 0.42% | −14,034−35.1% | Reduced |
| United Capital Management of KS, Inc. | 25,948 | $4.02M | 1.50% | +2,418+10.3% | Added |
| Univest Financial Corp | 25,922 | $4.01M | 1.02% | +385+1.5% | Added |
| Pegasus Asset Management, Inc. | 25,818 | $4.00M | 1.64% | +1,108+4.5% | Added |
| Mason & Associates Inc | 25,798 | $4.00M | 1.21% | +25,798 | New |
| Trinity Legacy Partners, LLC | 25,784 | $3.99M | 1.35% | +2,027+8.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 25,696 | $3.98M | 0.49% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 25,698 | $3.98M | 0.65% | +17,132+200.0% | Added |
| Capital Analysts, LLC | 25,650 | $3.97M | 0.24% | +48+0.2% | Added |
| Coastal Investment Advisors, Inc. | 25,522 | $3.95M | 0.87% | −1,850−6.8% | Reduced |
| Keating Investment Counselors Inc | 25,502 | $3.95M | 1.75% | −250−1.0% | Reduced |
| Curbstone Financial Management Corp | 25,468 | $3.94M | 0.70% | +730+3.0% | Added |
| Surevest, LLC | 25,462 | $3.94M | 0.93% | −1,004−3.8% | Reduced |
| Stonnington Group, LLC | 24,908 | $3.93M | 0.85% | +4,619+22.8% | Added |
| Boston Family Office LLC | 25,353 | $3.93M | 0.26% | +438+1.8% | Added |
| Smithfield Trust Co | 25,291 | $3.91M | 0.24% | +585+2.4% | Added |
| Bull Street Advisors, LLC | 25,258 | $3.91M | 1.86% | −230−0.9% | Reduced |
| Wintrust Investments LLC | 25,177 | $3.90M | 0.37% | +25,177 | New |
| Ropes Wealth Advisors LLC | 25,145 | $3.90M | 0.69% | −563−2.2% | Reduced |
| Staley Capital Advisers Inc | 25,147 | $3.90M | 0.19% | +56+0.2% | Added |
| Meeder Asset Management Inc | 25,029 | $3.88M | 0.39% | −28,073−52.9% | Reduced |
| Welch Group, LLC | 24,997 | $3.87M | 0.23% | −943−3.6% | Reduced |
| NovaPoint Capital, LLC | 24,978 | $3.87M | 1.39% | +2,354+10.4% | Added |
| Essex Financial Services, Inc. | 24,955 | $3.87M | 0.38% | −2,019−7.5% | Reduced |
| Sirios Capital Management L P | 24,933 | $3.86M | 0.44% | −16,460−39.8% | Reduced |
| Fruth Investment Management | 24,924 | $3.86M | 1.06% | +116+0.5% | Added |
| Altium Wealth Management LLC | 24,894 | $3.86M | 0.25% | +211+0.9% | Added |
| Reilly Financial Advisors, LLC | 24,811 | $3.84M | 0.29% | −138−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 24,790 | $3.84M | 0.14% | +501+2.1% | Added |
| Commerzbank Aktiengesellschaft | 24,777 | $3.84M | 0.22% | +300+1.2% | Added |
| Trust Co of Oklahoma | 24,753 | $3.83M | 1.30% | −515−2.0% | Reduced |
| Castleview Partners, LLC | 592,664 | $3.83M | 0.03% | +592,664 | New |
| Bremer Bank National Association | 24,631 | $3.81M | 0.63% | +6,186+33.5% | Added |
| Lindbrook Capital, LLC | 24,535 | $3.80M | 0.58% | +5,364+28.0% | Added |
| Rehmann Capital Advisory Group | 24,524 | $3.80M | 0.35% | +749+3.2% | Added |
| Beaton Management Co. Inc. | 24,515 | $3.80M | 2.27% | +60+0.2% | Added |
| Kovack Advisors, Inc. | 24,490 | $3.79M | 0.37% | +1,028+4.4% | Added |
| Vishria Bird Financial Group, LLC | 24,469 | $3.79M | 1.76% | +1,322+5.7% | Added |
| Winch Advisory Services, LLC | 24,446 | $3.79M | 1.25% | −379−1.5% | Reduced |
| Royal Fund Management, LLC | 24,431 | $3.78M | 0.54% | −4,053−14.2% | Reduced |
| Concentric Wealth Management, LLC | 24,252 | $3.76M | 1.06% | +355+1.5% | Added |
| Citizens Financial Group Inc | 24,212 | $3.75M | 0.13% | −2,126−8.1% | Reduced |
| Consolidated Investment Group LLC | 24,202 | $3.75M | 0.59% | 00.0% | Unchanged |
| Community Bank, N.A. | 24,099 | $3.73M | 0.43% | −2,910−10.8% | Reduced |
| Hoey Investments, Inc | 24,103 | $3.73M | 0.98% | −2,175−8.3% | Reduced |
| Jacobi Capital Management LLC | 24,080 | $3.73M | 0.44% | +67+0.3% | Added |
| Joel Isaacson & Co., LLC | 24,050 | $3.73M | 0.26% | +50.0% | Added |
| BigSur Wealth Management LLC | 24,012 | $3.72M | 1.45% | +4,900+25.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 23,956 | $3.71M | 0.53% | +1,213+5.3% | Added |
| Covey Capital Advisors, LLC | 23,889 | $3.70M | 2.97% | −429−1.8% | Reduced |
| Fundamentun, LLC | 23,880 | $3.70M | 0.58% | +240+1.0% | Added |
| Bradley Mark J. | 23,831 | $3.69M | 2.41% | −1,224−4.9% | Reduced |
| Ami Investment Management Inc | 23,824 | $3.69M | 1.52% | +103+0.4% | Added |
| Asset Management Group, Inc. | 23,759 | $3.68M | 0.72% | +1,746+7.9% | Added |