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
- +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
- 477
- 1,524 more added
- Sold out
- 153
- 1,077 more reduced
47 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 |
|---|---|---|---|---|---|
| Oder Investment Management, LLC | 23,758 | $3.68M | 5.19% | +2,719+12.9% | Added |
| Physicians Financial Services, Inc. | 23,752 | $3.68M | 1.36% | −1,020−4.1% | Reduced |
| Northwest Investment Counselors, LLC | 23,755 | $3.68M | 0.90% | +1,944+8.9% | Added |
| Level Four Advisory Services, LLC | 23,752 | $3.68M | 0.28% | +6,173+35.1% | Added |
| Amitell Capital Pte Ltd | 23,704 | $3.67M | 2.55% | +23,704 | New |
| Smith, Moore & Co. | 23,679 | $3.67M | 0.51% | +684+3.0% | Added |
| BBR Partners, LLC | 23,558 | $3.65M | 0.43% | +902+4.0% | Added |
| Red Door Wealth Management, LLC | 23,547 | $3.65M | 1.20% | +2,151+10.1% | Added |
| Estabrook Capital Management | 23,512 | $3.64M | 0.52% | −1,180−4.8% | Reduced |
| Balyasny Asset Management LLC | 23,429 | $3.63M | 0.02% | +23,429 | New |
| Arden Trust Co | 23,407 | $3.63M | 0.62% | −439−1.8% | Reduced |
| Eqis Capital Management, Inc. | 23,399 | $3.62M | 0.27% | +401+1.7% | Added |
| Wealthspire Advisors, LLC | 23,372 | $3.62M | 0.08% | −4,586−16.4% | Reduced |
| Atom Investors LP | 23,308 | $3.61M | 1.00% | −18,019−43.6% | Reduced |
| Sky Investment Group LLC | 23,310 | $3.61M | 0.73% | +3,904+20.1% | Added |
| Teamwork Financial Advisors, LLC | 23,280 | $3.61M | 0.66% | −3,715−13.8% | Reduced |
| Acadian Asset Management LLC | 23,246 | $3.60M | 0.01% | −41,635−64.2% | Reduced |
| Harbour Investment Management LLC | 23,195 | $3.59M | 1.64% | −29−0.1% | Reduced |
| Advisor Resource Council | 23,172 | $3.59M | 0.28% | +12,146+110.2% | Added |
| Iat Reinsurance Co Ltd. | 23,070 | $3.57M | 0.59% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 23,040 | $3.57M | 0.80% | −17,843−43.6% | Reduced |
| Waldron Private Wealth LLC | 22,987 | $3.56M | 0.18% | +6,912+43.0% | Added |
| CV Advisors LLC | 22,980 | $3.56M | 2.03% | +22,980 | New |
| Cito Capital Group, LLC | 22,950 | $3.56M | 1.48% | +1,100+5.0% | Added |
| Pallas Capital Advisors LLC | 25,731 | $3.54M | 0.43% | +13,862+116.8% | Added |
| Xcel Wealth Management, LLC | 22,731 | $3.52M | 0.91% | +9,395+70.4% | Added |
| IFG Advisory, LLC | 22,656 | $3.51M | 0.34% | +328+1.5% | Added |
| Abbot Financial Management, Inc. | 22,602 | $3.50M | 1.56% | −49−0.2% | Reduced |
| JB Capital LLC | 22,545 | $3.49M | 0.35% | +1,655+7.9% | Added |
| Condor Capital Management | 22,546 | $3.49M | 0.37% | +471+2.1% | Added |
| BDO Wealth Advisors, LLC | 22,538 | $3.49M | 0.37% | −1,022−4.3% | Reduced |
| Vestcor Inc | 22,428 | $3.47M | 0.12% | −4,350−16.2% | Reduced |
| Riverview Capital Advisers, LLC | 22,383 | $3.47M | 1.54% | +22,383 | New |
| Ardent Capital Management, Inc. | 22,327 | $3.46M | 2.30% | +22,327 | New |
| First Trust Bank, Ltd. | 22,300 | $3.45M | 4.33% | 00.0% | Unchanged |
| RVW Wealth, LLC | 22,248 | $3.45M | 0.38% | +812+3.8% | Added |
| Diamant Asset Management, Inc. | 22,244 | $3.44M | 2.52% | +636+2.9% | Added |
| Jackson Hole Capital Partners, LLC | 22,191 | $3.44M | 1.08% | +3,037+15.9% | Added |
| Carl P. Sherr & Co., LLC | 22,174 | $3.44M | 2.08% | +1,108+5.3% | Added |
| Harbour Capital Advisors, LLC | 22,175 | $3.44M | 0.84% | +1,405+6.8% | Added |
| JSF Financial, LLC | 22,164 | $3.43M | 1.67% | −1,286−5.5% | Reduced |
| Pictet Bank & Trust Ltd | 22,150 | $3.43M | 1.77% | −40−0.2% | Reduced |
| Plimoth Trust Co LLC | 22,108 | $3.42M | 0.87% | +5,416+32.4% | Added |
| Bedel Financial Consulting, Inc. | 22,102 | $3.42M | 1.06% | +46+0.2% | Added |
| Community Bank & Trust, Waco, Texas | 22,083 | $3.42M | 1.01% | +305+1.4% | Added |
| Strategic Financial Services, Inc, | 22,029 | $3.41M | 0.25% | −210−0.9% | Reduced |
| Montecito Bank & Trust | 21,995 | $3.41M | 0.60% | −2,325−9.6% | Reduced |
| Paradigm Financial Partners, LLC | 21,992 | $3.41M | 0.71% | +2,025+10.1% | Added |
| Chicago Trust Co NA | 21,985 | $3.40M | 0.68% | −4,039−15.5% | Reduced |
| Bristlecone Advisors, LLC | 21,851 | $3.38M | 0.41% | −601−2.7% | Reduced |
| Harbour Investments, Inc. | 21,802 | $3.38M | 0.20% | −34,337−61.2% | Reduced |
| Perfromance Wealth Partners, LLC | 21,788 | $3.38M | 0.14% | +21,788 | New |
| Hunter Associates Investment Management LLC | 21,700 | $3.36M | 0.96% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 21,650 | $3.35M | 3.04% | +21,650 | New |
| Weik Capital Management | 21,580 | $3.34M | 1.27% | 00.0% | Unchanged |
| Boltwood Capital Management | 21,559 | $3.34M | 1.23% | +81+0.4% | Added |
| Hendershot Investments Inc. | 21,542 | $3.34M | 0.51% | +217+1.0% | Added |
| Twinbeech Capital LP | 21,528 | $3.33M | 0.19% | +10,472+94.7% | Added |
| Clear Harbor Asset Management, LLC | 21,486 | $3.33M | 0.36% | +10,169+89.9% | Added |
| Shepherd Financial Partners LLC | 21,392 | $3.31M | 0.58% | +1,050+5.2% | Added |
| EPG Wealth Management LLC | 21,384 | $3.31M | 1.16% | +5,066+31.0% | Added |
| Venator Management LLC | 21,356 | $3.31M | 0.90% | −480−2.2% | Reduced |
| McMahon Financial Advisors, LLC | 21,349 | $3.30M | 1.40% | +694+3.4% | Added |
| Jasper Ridge Partners, L.P. | 21,254 | $3.29M | 0.12% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 21,254 | $3.29M | 0.37% | +10,800+103.3% | Added |
| Searle & Co. | 21,176 | $3.28M | 1.19% | +250+1.2% | Added |
| Herbst Group, LLC | 21,177 | $3.28M | 2.02% | +21,177 | New |
| Change Path, LLC | 21,111 | $3.27M | 0.16% | +774+3.8% | Added |
| Tower View Investment Management & Research LLC | 21,092 | $3.27M | 1.66% | +291+1.4% | Added |
| Autumn Glory Partners, LLC | 21,089 | $3.27M | 1.36% | +21,089 | New |
| Jeppson Wealth Management, LLC | 21,077 | $3.27M | 1.58% | +1,007+5.0% | Added |
| Heritage Way Advisors, LLC | 21,037 | $3.26M | 1.22% | +896+4.4% | Added |
| Knuff & Co LLC | 20,982 | $3.25M | 1.01% | +447+2.2% | Added |
| Malaga Cove Capital, LLC | 20,954 | $3.25M | 1.28% | +1,928+10.1% | Added |
| Pearl River Capital, LLC | 20,916 | $3.24M | 0.88% | −8,612−29.2% | Reduced |
| Exane Derivatives | 20,868 | $3.23M | 0.79% | +1,913+10.1% | Added |
| Summit Financial Group Inc | 20,860 | $3.23M | 1.05% | −1,334−6.0% | Reduced |
| Dempze Nancy E | 20,802 | $3.22M | 2.17% | +576+2.8% | Added |
| Principle Wealth Partners LLC | 20,798 | $3.22M | 0.34% | +394+1.9% | Added |
| Slow Capital, Inc. | 20,751 | $3.21M | 0.55% | +341+1.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 20,699 | $3.21M | 1.09% | +410+2.0% | Added |
| RS Crum Inc. | 20,643 | $3.20M | 1.77% | +20,643 | New |
| Watchman Group, Inc. | 20,636 | $3.20M | 1.67% | +2,135+11.5% | Added |
| Vestmark Advisory Solutions, Inc. | 20,629 | $3.19M | 0.18% | +1,314+6.8% | Added |
| Lee Johnson Capital Management, LLC | 20,617 | $3.19M | 2.62% | +20,617 | New |
| Compton Capital Management Inc | 20,589 | $3.19M | 0.83% | +1,580+8.3% | Added |
| Proficio Capital Partners LLC | 20,479 | $3.17M | 0.44% | +1,127+5.8% | Added |
| Altfest L J & Co Inc | 20,450 | $3.17M | 0.60% | +5,088+33.1% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 20,389 | $3.16M | 0.63% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 22,371 | $3.16M | 0.55% | +1,679+8.1% | Added |
| Trustmark National Bank Trust Department | 20,365 | $3.15M | 0.24% | −752−3.6% | Reduced |
| Forum Financial Management, LP | 20,352 | $3.15M | 0.16% | +20,352 | New |
| Goelzer Investment Management, Inc. | 20,307 | $3.15M | 0.26% | +673+3.4% | Added |
| Regent Investment Management LLC | 20,284 | $3.14M | 0.68% | +651+3.3% | Added |
| Arlington Financial Advisors, LLC | 20,260 | $3.14M | 1.06% | −2,478−10.9% | Reduced |
| Clarius Group, LLC | 20,232 | $3.13M | 0.25% | +375+1.9% | Added |
| Frisch Financial Group, Inc. | 20,201 | $3.13M | 0.98% | +334+1.7% | Added |
| Watershed Asset Management, L.L.C. | 20,150 | $3.12M | 2.81% | +20,150 | New |
| Ceera Investments, LLC | 20,145 | $3.12M | 1.62% | −140−0.7% | Reduced |
| Cornerstone Wealth Management, LLC | 20,048 | $3.11M | 0.30% | +1,065+5.6% | Added |