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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 20,030 | $3.10M | 0.65% | +2,737+15.8% | Added |
| Triangle Securities Wealth Management | 20,029 | $3.10M | 0.97% | +20,029 | New |
| Ally Financial Inc. | 20,000 | $3.10M | 0.28% | 00.0% | Unchanged |
| Gimbel Daniel Scott | 20,000 | $3.10M | 1.14% | 00.0% | Unchanged |
| Viking Fund Management LLC | 20,000 | $3.10M | 0.82% | +5,000+33.3% | Added |
| Page Arthur B | 19,983 | $3.10M | 2.12% | −790−3.8% | Reduced |
| Horan Capital Advisors, LLC. | 19,969 | $3.09M | 1.23% | −185−0.9% | Reduced |
| Naviter Wealth, LLC | 19,970 | $3.09M | 0.92% | +19,970 | New |
| Intrust Bank NA | 19,967 | $3.09M | 0.37% | −1,657−7.7% | Reduced |
| Moneta Group Investment Advisors LLC | 19,963 | $3.09M | 0.13% | +296+1.5% | Added |
| Cypress Asset Management Inc | 19,913 | $3.08M | 0.73% | +74+0.4% | Added |
| Western Wealth Management, LLC | 19,728 | $3.06M | 0.30% | +19,728 | New |
| Alan B. Lancz & Associates, Inc. | 19,714 | $3.05M | 2.67% | +19,714 | New |
| Thomas Story & Son LLC | 19,664 | $3.05M | 1.19% | −325−1.6% | Reduced |
| Highlander Capital Management, LLC | 19,662 | $3.04M | 1.41% | +495+2.6% | Added |
| Atlas Brown,Inc. | 19,630 | $3.04M | 1.18% | −781−3.8% | Reduced |
| Kiley Juergens Wealth Management, LLC | 19,613 | $3.04M | 1.15% | +2,457+14.3% | Added |
| Founders Capital Management | 19,593 | $3.04M | 1.95% | −421−2.1% | Reduced |
| Kingfisher Capital LLC | 19,544 | $3.03M | 0.70% | +2,455+14.4% | Added |
| Avidian Wealth Solutions, LLC | 19,530 | $3.02M | 0.19% | +5,879+43.1% | Added |
| Meristem Family Wealth, LLC | 19,519 | $3.02M | 0.26% | −1,377−6.6% | Reduced |
| American National Insurance Co | 19,490 | $3.02M | 0.67% | −118,635−85.9% | Reduced |
| QV Investors Inc. | 19,480 | $3.02M | 0.21% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 19,483 | $3.02M | 1.14% | +19,483 | New |
| CFM Wealth Partners LLC | 19,149 | $3.00M | 0.67% | +1,181+6.6% | Added |
| Laidlaw Wealth Management LLC | 19,376 | $3.00M | 0.48% | +19,376 | New |
| Iowa State Bank | 19,314 | $2.99M | 0.70% | +4,904+34.0% | Added |
| Varma Mutual Pension Insurance Co | 19,285 | $2.99M | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 19,235 | $2.98M | 0.35% | −3,514−15.4% | Reduced |
| Blue Edge Capital, LLC | 19,212 | $2.98M | 0.57% | 00.0% | Unchanged |
| XML Financial, LLC | 19,209 | $2.98M | 0.36% | +510+2.7% | Added |
| Mount Capital Ltd | 19,200 | $2.97M | 0.82% | +19,200 | New |
| Duff & Phelps Investment Management Co | 19,183 | $2.97M | 0.03% | +144+0.8% | Added |
| Choate Investment Advisors | 19,121 | $2.96M | 0.17% | +823+4.5% | Added |
| Mass Ave Global Inc. | 19,082 | $2.96M | 1.55% | +19,082 | New |
| Cape Cod Five Cents Savings Bank | 19,056 | $2.95M | 0.28% | −73−0.4% | Reduced |
| Integrated Advisors Network LLC | 19,021 | $2.95M | 0.17% | −3,197−14.4% | Reduced |
| Hollencrest Capital Management | 19,015 | $2.94M | 0.23% | −337−1.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 19,014 | $2.94M | 1.16% | −50−0.3% | Reduced |
| Spirit of America Management Corp | 18,950 | $2.94M | 0.59% | 00.0% | Unchanged |
| Benin Management CORP | 18,940 | $2.93M | 0.89% | +3,055+19.2% | Added |
| Cohen Lawrence B | 18,931 | $2.93M | 1.14% | −1,967−9.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 18,926 | $2.93M | 2.34% | +18,926 | New |
| Aspiriant, LLC | 18,912 | $2.93M | 0.16% | +967+5.4% | Added |
| Barings LLC | 18,903 | $2.93M | 0.08% | +4,541+31.6% | Added |
| Butensky & Cohen Financial Security, Inc | 18,870 | $2.92M | 1.04% | +526+2.9% | Added |
| Leelyn Smith, LLC | 18,857 | $2.92M | 0.78% | +454+2.5% | Added |
| Waycross Partners, LLC | 18,838 | $2.92M | 1.67% | −1,828−8.8% | Reduced |
| Davis-Rea Ltd. | 18,833 | $2.92M | 1.35% | +2,196+13.2% | Added |
| Oak Harbor Wealth Partners, LLC | 18,821 | $2.92M | 1.00% | +18,821 | New |
| Court Place Advisors, LLC | 18,816 | $2.91M | 0.80% | −560−2.9% | Reduced |
| SeaCrest Wealth Management, LLC | 18,796 | $2.91M | 0.32% | −3,177−14.5% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 18,756 | $2.91M | 2.77% | +18,756 | New |
| Pitcairn Co | 18,742 | $2.90M | 0.19% | +18,742 | New |
| Sawyer & Company, Inc | 18,714 | $2.90M | 1.25% | +493+2.7% | Added |
| Qube Research & Technologies Ltd | 18,684 | $2.89M | 0.02% | −615−3.2% | Reduced |
| Abeille Asset Management SA | 18,681 | $2.89M | 0.67% | +18,681 | New |
| Banco de Sabadell, S.A | 18,651 | $2.89M | 1.62% | +2,233+13.6% | Added |
| Garrison Asset Management, LLC | 18,613 | $2.88M | 1.57% | −177−0.9% | Reduced |
| Quadrant Capital Group LLC | 18,589 | $2.88M | 0.34% | −2,297−11.0% | Reduced |
| HCR Wealth Advisors | 18,557 | $2.87M | 0.45% | −155−0.8% | Reduced |
| Glassy Mountain Advisors, Inc. | 18,500 | $2.87M | 1.48% | +18,500 | New |
| Csenge Advisory Group | 16,022 | $2.84M | 0.25% | −626−3.8% | Reduced |
| Investment House LLC | 18,280 | $2.83M | 0.18% | +50.0% | Added |
| NTV Asset Management LLC | 18,273 | $2.83M | 0.47% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 18,269 | $2.83M | 0.21% | +3,297+22.0% | Added |
| Hamel Associates, Inc. | 18,232 | $2.82M | 1.01% | +9,015+97.8% | Added |
| K.J. Harrison & Partners Inc | 18,184 | $2.82M | 0.40% | +1,558+9.4% | Added |
| Delta Financial Advisors LLC | 18,206 | $2.82M | 1.15% | −27−0.1% | Reduced |
| Inscription Capital, LLC | 18,206 | $2.82M | 0.77% | +4,380+31.7% | Added |
| Trustco Bank Corp N Y | 18,120 | $2.81M | 2.45% | −49−0.3% | Reduced |
| Gould Capital, LLC | 18,101 | $2.80M | 1.96% | +18,101 | New |
| Charter Research & Investment Group, Inc. | 18,072 | $2.80M | 2.20% | 00.0% | Unchanged |
| Connable Office Inc | 18,061 | $2.80M | 0.36% | −451−2.4% | Reduced |
| Aldebaran Financial Inc. | 18,051 | $2.80M | 2.18% | +19+0.1% | Added |
| Bizma Investimentos Ltda | 18,000 | $2.79M | 1.63% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 17,925 | $2.78M | 0.29% | −955−5.1% | Reduced |
| Grand Central Investment Group | 17,925 | $2.78M | 3.32% | −642−3.5% | Reduced |
| Conning Inc. | 17,903 | $2.77M | 0.07% | −1,170−6.1% | Reduced |
| Mechanics Bank Trust Department | 17,887 | $2.77M | 0.41% | +1,539+9.4% | Added |
| Lavaca Capital LLC | 17,882 | $2.77M | 1.23% | +14,333+403.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 17,865 | $2.77M | 0.91% | +195+1.1% | Added |
| Brown Advisory Securities, LLC | 17,838 | $2.76M | 1.18% | −12,496−41.2% | Reduced |
| Stillwater Investment Management, LLC | 17,825 | $2.76M | 0.68% | −823−4.4% | Reduced |
| Summit X, LLC | 17,784 | $2.76M | 0.64% | +332+1.9% | Added |
| Gilman Hill Asset Management, LLC | 17,803 | $2.76M | 0.61% | +416+2.4% | Added |
| Lake Street Advisors Group, LLC | 17,798 | $2.76M | 0.17% | +17,798 | New |
| TBH Global Asset Management, LLC | 17,667 | $2.74M | 0.57% | +175+1.0% | Added |
| Equitable Trust Co | 17,673 | $2.74M | 0.17% | +3,123+21.5% | Added |
| Ashton Thomas Private Wealth, LLC | 17,668 | $2.74M | 0.27% | +5,512+45.3% | Added |
| Ascent Group, LLC | 19,858 | $2.73M | 0.35% | +19,858 | New |
| Krilogy Financial LLC | 17,590 | $2.72M | 0.27% | +752+4.5% | Added |
| C2C Wealth Management, LLC | 17,556 | $2.72M | 0.39% | +17,556 | New |
| Trust Asset Management LLC | 17,543 | $2.72M | 0.34% | 00.0% | Unchanged |
| Grove Bank & Trust | 17,508 | $2.71M | 0.52% | +485+2.8% | Added |
| Phraction Management LLC | 17,512 | $2.71M | 1.64% | +17,512 | New |
| Enterprise Bank & Trust Co | 17,433 | $2.70M | 0.94% | +545+3.2% | Added |
| Fort Sheridan Advisors LLC | 17,384 | $2.69M | 0.78% | +3,163+22.2% | Added |
| American Money Management, LLC | 17,380 | $2.69M | 0.70% | −6,419−27.0% | Reduced |
| Horizon Wealth Management, LLC | 17,373 | $2.69M | 0.78% | +17,373 | New |