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 |
|---|---|---|---|---|---|
| Act Two Investors LLC | 15,005 | $2.32M | 1.83% | −15,936−51.5% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.32M | 0.60% | 00.0% | Unchanged |
| Anson Funds Management LP | 15,000 | $2.32M | 0.32% | 00.0% | Unchanged |
| DRW Securities, LLC | 14,898 | $2.31M | 0.20% | +12,067+426.2% | Added |
| Moloney Securities Asset Management, LLC | 14,879 | $2.31M | 0.39% | −883−5.6% | Reduced |
| Sandhill Capital Partners LLC | 14,795 | $2.29M | 0.18% | +1,396+10.4% | Added |
| American National Registered Investment Advisor, Inc. | 14,793 | $2.29M | 0.76% | −20.0% | Reduced |
| Whitener Capital Management, Inc. | 14,797 | $2.29M | 0.82% | +1,236+9.1% | Added |
| 626 Financial, LLC | 14,786 | $2.29M | 1.40% | +14,786 | New |
| Sax Wealth Advisors, LLC | 14,780 | $2.29M | 0.48% | +750+5.3% | Added |
| Oakworth Capital, Inc. | 14,710 | $2.28M | 0.19% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,687 | $2.27M | 1.21% | −118−0.8% | Reduced |
| LCNB Corp | 14,680 | $2.27M | 1.04% | +128+0.9% | Added |
| Ausdal Financial Partners, Inc. | 14,639 | $2.27M | 0.30% | −838−5.4% | Reduced |
| Arkadios Wealth Advisors | 14,602 | $2.26M | 0.30% | +493+3.5% | Added |
| Summit Place Financial Advisors, LLC | 14,604 | $2.26M | 1.56% | +938+6.9% | Added |
| Hanson & Doremus Investment Management | 14,553 | $2.25M | 0.48% | +1,464+11.2% | Added |
| Blue Square Asset Management, LLC | 14,425 | $2.23M | 1.39% | +1,696+13.3% | Added |
| American Investment Services, Inc. | 14,410 | $2.23M | 0.49% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 14,400 | $2.23M | 0.09% | +256+1.8% | Added |
| Newbridge Financial Services Group, Inc. | 14,370 | $2.23M | 1.05% | +8,366+139.3% | Added |
| Bangor Savings Bank | 14,360 | $2.23M | 0.21% | +675+4.9% | Added |
| InTrack Investment Management Inc | 14,348 | $2.22M | 1.53% | +3,673+34.4% | Added |
| Investors Asset Management of Georgia Inc | 14,338 | $2.22M | 1.06% | +240+1.7% | Added |
| Jacobsen Capital Management | 14,302 | $2.21M | 1.05% | +337+2.4% | Added |
| GPS Wealth Strategies Group, LLC | 14,284 | $2.21M | 0.49% | +470+3.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,259 | $2.21M | 0.37% | −358−2.4% | Reduced |
| Legacy Advisors, LLC | 14,254 | $2.21M | 0.81% | −212−1.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,236 | $2.21M | 1.41% | +320+2.3% | Added |
| Gsa Capital Partners LLP | 14,237 | $2.21M | 0.28% | +14,237 | New |
| Ellsworth Advisors, LLC | 14,210 | $2.20M | 0.81% | +365+2.6% | Added |
| TCG Advisory Services, LLC | 14,199 | $2.20M | 0.52% | −283−2.0% | Reduced |
| AdvisorNet Financial, Inc | 14,191 | $2.20M | 0.14% | +1,077+8.2% | Added |
| Checchi Capital Advisers, LLC | 14,172 | $2.19M | 0.24% | −1,072−7.0% | Reduced |
| MBB Public Markets I LLC | 14,160 | $2.19M | 0.04% | +14,160 | New |
| Baldwin Investment Management, LLC | 14,151 | $2.19M | 0.57% | +4,090+40.7% | Added |
| Focus Financial Network, Inc. | 14,149 | $2.19M | 0.32% | +4,457+46.0% | Added |
| BSW Wealth Partners | 14,111 | $2.19M | 0.55% | −223−1.6% | Reduced |
| Doman Group, LLC | 14,103 | $2.18M | 1.92% | +14,103 | New |
| Bigelow Investment Advisors, LLC | 14,092 | $2.18M | 0.99% | +98+0.7% | Added |
| Valley Brook Capital Group | 14,094 | $2.18M | 1.88% | +267+1.9% | Added |
| Drexel Morgan & Co. | 14,086 | $2.18M | 0.63% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 14,061 | $2.18M | 0.15% | +19+0.1% | Added |
| ARS Wealth Advisors Group, LLC | 14,052 | $2.18M | 0.37% | −674−4.6% | Reduced |
| Laffer Tengler Investments | 13,969 | $2.16M | 0.62% | +334+2.4% | Added |
| Windsor Group LTD | 13,856 | $2.16M | 0.40% | +669+5.1% | Added |
| Codex Capital, L.L.C. | 14,000 | $2.16M | 1.12% | +14,000 | New |
| Beck Mack & Oliver LLC | 13,911 | $2.15M | 0.05% | −355−2.5% | Reduced |
| High Note Wealth, LLC | 13,879 | $2.15M | 0.73% | +11,793+565.3% | Added |
| Bank of New Hampshire | 13,885 | $2.15M | 0.52% | −1,683−10.8% | Reduced |
| Scott & Selber, Inc. | 13,888 | $2.15M | 0.76% | −20.0% | Reduced |
| Loveless Wealth Management LLC | 13,882 | $2.15M | 1.18% | +225+1.6% | Added |
| Aj Wealth Strategies, LLC | 13,858 | $2.15M | 0.10% | +62+0.4% | Added |
| Synergy Financial Group, LTD | 13,770 | $2.13M | 1.91% | +13,770 | New |
| GSB Wealth Management, LLC | 13,753 | $2.13M | 0.61% | +12,573+1,065.5% | Added |
| Thoroughbred Financial Services, LLC | 13,749 | $2.13M | 0.45% | −14−0.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,736 | $2.13M | 1.31% | −241−1.7% | Reduced |
| New England Asset Management Inc | 13,686 | $2.12M | 0.03% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 13,519 | $2.12M | 1.57% | +247+1.9% | Added |
| Townsend & Associates, Inc | 13,935 | $2.12M | 1.16% | +47+0.3% | Added |
| Oxler Private Wealth LLC | 13,648 | $2.11M | 0.88% | −454−3.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 13,633 | $2.11M | 1.60% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 13,620 | $2.11M | 0.69% | +320+2.4% | Added |
| Lederer & Associates Investment Counsel | 13,607 | $2.11M | 1.22% | +1,239+10.0% | Added |
| Tandem Capital Management Corp | 13,535 | $2.10M | 1.21% | −100−0.7% | Reduced |
| Martin & Co Inc | 13,433 | $2.08M | 0.48% | −926−6.4% | Reduced |
| Golden State Wealth Management, LLC | 13,435 | $2.08M | 0.36% | +2,453+22.3% | Added |
| Nations Financial Group Inc, | 13,431 | $2.08M | 0.27% | −2,688−16.7% | Reduced |
| Leeward Financial Partners, LLC | 13,415 | $2.08M | 1.30% | +13,415 | New |
| Costello Asset Management, INC | 13,382 | $2.07M | 1.27% | +736+5.8% | Added |
| Canal Capital Management, LLC | 13,328 | $2.06M | 0.50% | −1,311−9.0% | Reduced |
| Stone Point Wealth LLC | 13,353 | $2.06M | 1.67% | +13,353 | New |
| Intercontinental Wealth Advisors, LLC | 13,301 | $2.06M | 0.43% | +2,101+18.8% | Added |
| Wealthsource Partners, LLC | 13,254 | $2.05M | 0.16% | −134−1.0% | Reduced |
| J. W. Coons Advisors, LLC | 13,296 | $2.05M | 0.62% | 00.0% | Unchanged |
| First United Bank Trust | 13,234 | $2.05M | 0.76% | +1,305+10.9% | Added |
| JFS Wealth Advisors, LLC | 13,231 | $2.05M | 0.19% | +183+1.4% | Added |
| Sterneck Capital Management, LLC | 13,226 | $2.05M | 1.21% | +1,878+16.5% | Added |
| Trellus Management Company, LLC | 13,200 | $2.04M | 2.41% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 13,198 | $2.04M | 0.23% | +1,323+11.1% | Added |
| Bank of Stockton | 13,188 | $2.04M | 0.60% | +300+2.3% | Added |
| Invst, LLC | 13,978 | $2.04M | 0.32% | +1,307+10.3% | Added |
| Crawford Investment Counsel Inc | 13,160 | $2.04M | 0.04% | −1,081−7.6% | Reduced |
| New Potomac Partners, LLC | 13,160 | $2.04M | 1.32% | +450+3.5% | Added |
| Adirondack Trust Co | 13,146 | $2.04M | 0.97% | −385−2.8% | Reduced |
| St. Johns Investment Management Company, LLC | 13,142 | $2.04M | 1.04% | −45−0.3% | Reduced |
| Norway Savings Bank | 13,137 | $2.04M | 0.89% | −109−0.8% | Reduced |
| Somerset Group LLC | 13,129 | $2.03M | 1.37% | −623−4.5% | Reduced |
| Orion Portfolio Solutions, LLC | 13,124 | $2.03M | 0.07% | −481−3.5% | Reduced |
| Seeyond | 13,099 | $2.03M | 0.19% | −2,290−14.9% | Reduced |
| Rockland Trust Co | 13,087 | $2.03M | 0.13% | +182+1.4% | Added |
| Clare Market Investments LLC | 13,065 | $2.02M | 0.57% | +5,525+73.3% | Added |
| Richard P Slaughter Associates Inc | 13,043 | $2.02M | 0.71% | +734+6.0% | Added |
| Bensler, LLC | 13,030 | $2.02M | 0.56% | +13,030 | New |
| Winthrop Advisory Group LLC | 13,020 | $2.02M | 0.41% | −8−0.1% | Reduced |
| EagleClaw Capital Managment, LLC | 13,018 | $2.02M | 0.44% | −525−3.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 13,014 | $2.02M | 0.86% | +260+2.0% | Added |
| Bray Capital Advisors | 13,017 | $2.02M | 0.49% | +5,735+78.8% | Added |
| NVWM, LLC | 12,858 | $1.99M | 0.62% | +60+0.5% | Added |
| Cary Street Partners Asset Management LLC | 12,804 | $1.98M | 0.42% | +281+2.2% | Added |