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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 17,328 | $2.68M | 1.08% | +87+0.5% | Added |
| Wall Street Access Asset Management, LLC | 17,315 | $2.68M | 1.43% | −4,009−18.8% | Reduced |
| Birmingham Capital Management Co Inc | 17,298 | $2.68M | 0.97% | −250−1.4% | Reduced |
| V Wealth Advisors LLC | 17,242 | $2.67M | 0.39% | −1,301−7.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 17,231 | $2.67M | 0.60% | +167+1.0% | Added |
| Linker Capital Management Inc. | 17,218 | $2.67M | 2.56% | +17,218 | New |
| Enhancing Capital LLC | 17,200 | $2.66M | 2.89% | +17,200 | New |
| First National Bank & Trust Co of Newtown | 17,190 | $2.66M | 0.51% | −90−0.5% | Reduced |
| Lynch Asset Management, Inc. | 17,175 | $2.66M | 1.85% | +17,175 | New |
| Resonant Capital Advisors, LLC | 17,159 | $2.66M | 0.40% | +2,010+13.3% | Added |
| Cypress Capital Group | 17,140 | $2.65M | 0.33% | +3,819+28.7% | Added |
| Ballentine Partners, LLC | 17,132 | $2.65M | 0.08% | +310+1.8% | Added |
| Buttonwood Financial Advisors Inc. | 17,117 | $2.65M | 2.59% | +17,117 | New |
| JNBA Financial Advisors | 17,039 | $2.64M | 0.32% | +236+1.4% | Added |
| Miller Investment Management, LP | 17,023 | $2.64M | 0.38% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 17,019 | $2.64M | 0.17% | −26−0.2% | Reduced |
| Connectus Wealth, LLC | 17,012 | $2.63M | 0.10% | +17,012 | New |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $2.63M | 0.80% | 00.0% | Unchanged |
| Intersect Capital LLC | 16,954 | $2.63M | 0.48% | −7,056−29.4% | Reduced |
| DAGCO, Inc. | 16,916 | $2.62M | 1.03% | +247+1.5% | Added |
| Modera Wealth Management, LLC | 16,849 | $2.61M | 0.10% | +6,912+69.6% | Added |
| Pinkerton Retirement Specialists, LLC | 16,836 | $2.61M | 0.46% | +1,137+7.2% | Added |
| Vickerman Investment Advisors, Inc. | 16,822 | $2.61M | 1.05% | +2,959+21.3% | Added |
| Capital Planning Advisors, LLC | 16,785 | $2.60M | 0.50% | −2,018−10.7% | Reduced |
| Stratos Wealth Advisors, LLC | 16,662 | $2.58M | 0.19% | +3,339+25.1% | Added |
| Bowling Portfolio Management LLC | 16,630 | $2.58M | 0.53% | −410−2.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 16,622 | $2.58M | 0.63% | +9,707+140.4% | Added |
| MV Capital Management, Inc. | 16,600 | $2.57M | 0.37% | +1,922+13.1% | Added |
| Markston International LLC | 16,577 | $2.57M | 2.59% | −3,590−17.8% | Reduced |
| Los Angeles Capital Management LLC | 16,571 | $2.57M | 0.01% | −169,915−91.1% | Reduced |
| Hall Capital Management Co Inc | 16,559 | $2.56M | 1.45% | +996+6.4% | Added |
| Sentry Investment Management LLC | 16,546 | $2.56M | 0.67% | −455−2.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 16,538 | $2.56M | 0.12% | +16,538 | New |
| Meridian Management Co | 16,484 | $2.55M | 0.74% | +480+3.0% | Added |
| Botty Investors LLC | 16,469 | $2.55M | 0.76% | −2,470−13.0% | Reduced |
| Steinberg Asset Management LLC | 16,346 | $2.53M | 3.08% | +806+5.2% | Added |
| Wunderlich Capital Managemnt | 16,349 | $2.53M | 1.13% | +11,272+222.0% | Added |
| Connolly Sarah T. | 16,333 | $2.53M | 1.41% | +5,152+46.1% | Added |
| Cheviot Value Management, LLC | 16,325 | $2.53M | 0.59% | +605+3.8% | Added |
| Kore Private Wealth LLC | 16,324 | $2.53M | 0.31% | −1,200−6.8% | Reduced |
| Bank of Hawaii | 16,295 | $2.52M | 0.13% | +884+5.7% | Added |
| Nicholas Hoffman & Company, LLC. | 16,286 | $2.52M | 0.08% | +1,276+8.5% | Added |
| West Branch Capital LLC | 16,216 | $2.51M | 1.07% | +273+1.7% | Added |
| MSH Capital Advisors LLC | 16,207 | $2.51M | 1.12% | +16,207 | New |
| Wimmer Associates 1, LLC | 16,206 | $2.51M | 1.35% | +107+0.7% | Added |
| Sculati Wealth Management, LLC | 16,186 | $2.51M | 1.21% | +217+1.4% | Added |
| Midwest Wealth Management Inc. | 16,139 | $2.50M | 1.56% | +692+4.5% | Added |
| Continuum Advisory, LLC | 18,301 | $2.50M | 0.56% | +717+4.1% | Added |
| Schechter Investment Advisors, LLC | 16,067 | $2.49M | 0.23% | +16,067 | New |
| Fairhaven Wealth Management, LLC | 16,026 | $2.48M | 0.97% | −3,129−16.3% | Reduced |
| SBK Financial, Inc. | 16,000 | $2.48M | 1.98% | +16,000 | New |
| Metis Global Partners, LLC | 15,971 | $2.47M | 0.69% | +15,971 | New |
| Hudson Value Partners, LLC | 15,949 | $2.47M | 1.20% | +550+3.6% | Added |
| Geneva Capital Management LLC | 15,956 | $2.47M | 0.04% | −390−2.4% | Reduced |
| Burney Co | 15,932 | $2.47M | 0.11% | −550−3.3% | Reduced |
| Keene & Associates, Inc. | 15,901 | $2.46M | 2.13% | +15,901 | New |
| Cohen Investment Advisors LLC | 15,858 | $2.46M | 1.75% | +91+0.6% | Added |
| Monarch Capital Management Inc | 15,844 | $2.45M | 0.63% | +2,095+15.2% | Added |
| Sound View Wealth Advisors Group, LLC | 15,837 | $2.45M | 0.46% | +488+3.2% | Added |
| Diversified Trust Co | 15,813 | $2.45M | 0.08% | −2,987−15.9% | Reduced |
| Blue Fin Capital, Inc. | 15,801 | $2.45M | 0.68% | +499+3.3% | Added |
| Intrua Financial, LLC | 15,740 | $2.44M | 0.43% | +4,003+34.1% | Added |
| Auxier Asset Management | 15,733 | $2.44M | 0.38% | −104−0.7% | Reduced |
| Prospect Hill Management, LLC | 15,725 | $2.44M | 1.41% | +50+0.3% | Added |
| First Midwest Bank Trust Division | 15,727 | $2.44M | 0.31% | +155+1.0% | Added |
| VELA Investment Management, LLC | 15,724 | $2.44M | 1.64% | +15,724 | New |
| Brown Miller Wealth Management, LLC | 15,712 | $2.43M | 1.39% | +1,078+7.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 17,748 | $2.42M | 1.02% | +96+0.5% | Added |
| Peddock Capital Advisors, LLC | 15,612 | $2.42M | 0.80% | −229−1.4% | Reduced |
| Patten Group, Inc. | 15,600 | $2.42M | 0.64% | −2,293−12.8% | Reduced |
| Robinson Value Management, Ltd. | 15,584 | $2.41M | 1.98% | +40+0.3% | Added |
| First Business Financial Services, Inc. | 15,555 | $2.41M | 0.25% | +1,020+7.0% | Added |
| Roman Butler Fullerton & Co | 15,538 | $2.41M | 1.06% | +655+4.4% | Added |
| Roberts Glore & Co Inc | 15,523 | $2.40M | 0.63% | +110+0.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 15,522 | $2.40M | 1.49% | +1,085+7.5% | Added |
| CRA Financial Services, LLC | 15,464 | $2.40M | 0.71% | +1,143+8.0% | Added |
| FourThought Financial, LLC | 15,439 | $2.39M | 0.30% | −3,311−17.7% | Reduced |
| Lincluden Management Ltd | 15,423 | $2.39M | 0.22% | −160−1.0% | Reduced |
| Optimum Investment Advisors | 15,426 | $2.39M | 0.93% | +890+6.1% | Added |
| Scholtz & Company, LLC | 15,405 | $2.39M | 0.77% | −11,386−42.5% | Reduced |
| Eads & Heald Wealth Management | 15,373 | $2.38M | 1.03% | +287+1.9% | Added |
| SOL Capital Management CO | 15,362 | $2.38M | 0.43% | +200+1.3% | Added |
| Newman Dignan & Sheerar, Inc. | 15,346 | $2.38M | 0.72% | +12+0.1% | Added |
| Marietta Investment Partners LLC | 15,313 | $2.37M | 0.50% | −4,882−24.2% | Reduced |
| McDonough Capital Management, Inc | 15,291 | $2.37M | 1.93% | +15,291 | New |
| Zeno Research, LLC | 15,277 | $2.37M | 2.29% | −30,494−66.6% | Reduced |
| Davidson Trust Co | 15,267 | $2.37M | 1.62% | −40−0.3% | Reduced |
| CPWM, LLC | 13,953 | $2.36M | 0.19% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 15,205 | $2.35M | 0.46% | −92−0.6% | Reduced |
| West Oak Capital, LLC | 15,203 | $2.35M | 0.87% | −90−0.6% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 15,200 | $2.35M | 1.35% | +15,200 | New |
| Conservest Capital Advisors, Inc. | 15,156 | $2.35M | 0.25% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 15,140 | $2.35M | 0.80% | +4,980+49.0% | Added |
| Keystone Financial Group | 15,082 | $2.34M | 0.38% | −997−6.2% | Reduced |
| Field & Main Bank | 15,075 | $2.33M | 1.35% | +210+1.4% | Added |
| Cornerstone Advisory, LLC | 15,061 | $2.33M | 0.34% | +550+3.8% | Added |
| Confluence Wealth Services, Inc. | 15,062 | $2.33M | 0.75% | +15,062 | New |
| Capital Financial Services, LLC | 15,039 | $2.33M | 2.54% | −200−1.3% | Reduced |
| Global Trust Asset Management, LLC | 15,028 | $2.33M | 0.92% | +268+1.8% | Added |
| Deseret Mutual Benefit Administrators | 15,015 | $2.33M | 0.39% | −3,581−19.3% | Reduced |