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 |
|---|---|---|---|---|---|
| Cerro Pacific Wealth Advisors LLC | 11,157 | $1.73M | 1.10% | −304−2.7% | Reduced |
| Perennial Investment Advisors, LLC | 11,163 | $1.73M | 0.54% | −185−1.6% | Reduced |
| Lake Street Financial LLC | 11,125 | $1.72M | 0.30% | +3,288+42.0% | Added |
| Peoples Financial Services Corp. | 11,116 | $1.72M | 0.67% | +50+0.5% | Added |
| Oak Asset Management, LLC | 11,108 | $1.72M | 0.66% | +51+0.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,103 | $1.72M | 0.09% | −1,490−11.8% | Reduced |
| LSV Asset Management | 11,100 | $1.72M | 0.00% | 00.0% | Unchanged |
| Insight Inv LLC | 11,096 | $1.72M | 1.58% | +11,096 | New |
| Cypress Wealth Services, LLC | 11,080 | $1.72M | 0.47% | +128+1.2% | Added |
| Corrado Advisors, LLC | 11,049 | $1.71M | 1.02% | +109+1.0% | Added |
| StoneX Group Inc. | 11,006 | $1.70M | 0.20% | +518+4.9% | Added |
| Legacy Wealth Management, LLC | 11,001 | $1.70M | 0.87% | +318+3.0% | Added |
| Evergreen Wealth Solutions, LLC | 10,980 | $1.70M | 1.54% | +10,980 | New |
| Nicolet Bankshares Inc | 10,973 | $1.70M | 0.37% | +226+2.1% | Added |
| RSM US Wealth Management LLC | 10,960 | $1.70M | 0.08% | −223−2.0% | Reduced |
| HighTower Trust Services, LTA | 10,958 | $1.70M | 0.17% | −5,025−31.4% | Reduced |
| CX Institutional | 10,954 | $1.70M | 0.13% | +8,514+348.9% | Added |
| Widmann Financial Services, Inc. | 10,962 | $1.70M | 1.40% | +10,962 | New |
| Alta Wealth Advisors LLC | 10,946 | $1.70M | 1.04% | +736+7.2% | Added |
| Zions Bancorporation, N.A. | 10,937 | $1.69M | 0.15% | +731+7.2% | Added |
| DB Fitzpatrick & Co, Inc | 10,905 | $1.69M | 1.58% | +10,905 | New |
| Waterfront Wealth Inc. | 10,890 | $1.69M | 0.67% | +93+0.9% | Added |
| Prudent Man Advisors, LLC | 10,868 | $1.68M | 0.64% | −1,087−9.1% | Reduced |
| Mechanics Financial Corp | 10,869 | $1.68M | 0.80% | +10,869 | New |
| NTB Financial Corp | 10,866 | $1.68M | 1.17% | +10,866 | New |
| Venturi Wealth Management, LLC | 10,827 | $1.68M | 0.13% | −1,362−11.2% | Reduced |
| Bank Ozk | 10,818 | $1.68M | 0.68% | +725+7.2% | Added |
| Forte Capital LLC | 10,808 | $1.67M | 0.21% | −531−4.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 10,805 | $1.67M | 0.39% | +2,169+25.1% | Added |
| Indiana Trust & Investment Management CO | 10,769 | $1.67M | 0.77% | −70−0.6% | Reduced |
| United Maritime Capital LLC | 10,650 | $1.65M | 1.90% | −3,500−24.7% | Reduced |
| Stableford Capital II LLC | 12,005 | $1.65M | 0.70% | −1,177−8.9% | Reduced |
| Vigilare Wealth Management | 10,652 | $1.65M | 0.98% | +215+2.1% | Added |
| Successful Portfolios LLC | 10,644 | $1.65M | 0.90% | +182+1.7% | Added |
| Southeast Asset Advisors Inc. | 10,605 | $1.64M | 0.23% | +1,116+11.8% | Added |
| Visionary Wealth Advisors | 10,586 | $1.64M | 0.13% | +1,446+15.8% | Added |
| Arbor Capital Management Inc | 10,586 | $1.64M | 1.16% | +10,586 | New |
| Wealth Effects LLC | 10,565 | $1.64M | 0.68% | +10,565 | New |
| Garrison Point Advisors, LLC | 10,548 | $1.63M | 1.08% | +10+0.1% | Added |
| WealthTrust Asset Management, LLC | 10,547 | $1.63M | 1.09% | +10,547 | New |
| Sippican Capital Advisors | 10,492 | $1.63M | 1.38% | −40.0% | Reduced |
| Certified Advisory Corp | 10,479 | $1.62M | 0.36% | −326−3.0% | Reduced |
| Baldwin Brothers Inc | 10,476 | $1.62M | 0.16% | +50+0.5% | Added |
| Grimes & Company, Inc. | 10,454 | $1.62M | 0.07% | −547−5.0% | Reduced |
| Outfitter Financial LLC | 10,425 | $1.61M | 1.19% | +45+0.4% | Added |
| WESCAP Management Group, Inc. | 10,415 | $1.61M | 0.45% | −155−1.5% | Reduced |
| Doliver Advisors, LP | 11,359 | $1.61M | 0.51% | +4,838+74.2% | Added |
| Investors Financial Group, LLC | 10,379 | $1.61M | 0.75% | +3,579+52.6% | Added |
| Family Legacy, Inc. | 10,167 | $1.60M | 0.66% | +555+5.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10,251 | $1.60M | 0.11% | −48,578−82.6% | Reduced |
| Capital Advisors Inc | 10,353 | $1.60M | 0.04% | −6,775−39.6% | Reduced |
| Virtue Capital Management, LLC | 10,358 | $1.60M | 0.24% | +953+10.1% | Added |
| Holderness Investments Co | 10,271 | $1.59M | 0.47% | +597+6.2% | Added |
| Piscataqua Savings Bank | 10,253 | $1.59M | 1.25% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 10,211 | $1.58M | 0.48% | −239−2.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 10,200 | $1.58M | 0.59% | +7,651+300.2% | Added |
| Joseph Group Capital Management | 10,155 | $1.57M | 1.51% | +10,155 | New |
| Benedetti & Gucer, Inc. | 10,142 | $1.57M | 1.06% | +334+3.4% | Added |
| IVC Wealth Advisors LLC | 10,118 | $1.57M | 1.01% | −267−2.6% | Reduced |
| Boston Financial Mangement LLC | 10,086 | $1.56M | 0.06% | −7−0.1% | Reduced |
| Hendley & Co Inc | 10,078 | $1.56M | 0.51% | −52−0.5% | Reduced |
| Ledyard National Bank | 10,074 | $1.56M | 0.15% | −2,017−16.7% | Reduced |
| Mattern Wealth Management LLC | 10,054 | $1.56M | 0.46% | +51+0.5% | Added |
| Guardian Wealth Management, Inc. | 10,026 | $1.55M | 1.50% | +10,026 | New |
| TriaGen Wealth Management LLC | 10,023 | $1.55M | 0.77% | +20+0.2% | Added |
| Old Port Advisors | 9,875 | $1.55M | 0.52% | −194−1.9% | Reduced |
| Abacus Planning Group, Inc. | 9,998 | $1.55M | 0.41% | +48+0.5% | Added |
| Springs Capital (Hong Kong) Ltd | 10,000 | $1.55M | 4.31% | +10,000 | New |
| FNY Investment Advisers, LLC | 10,000 | $1.55M | 0.84% | +10,000 | New |
| Beacon Financial Group | 9,829 | $1.54M | 0.20% | +322+3.4% | Added |
| Coastal Bridge Advisors, LLC | 9,941 | $1.54M | 0.32% | −10.0% | Reduced |
| AlphaStar Capital Management, LLC | 10,128 | $1.54M | 0.12% | +1,119+12.4% | Added |
| Executive Wealth Management, LLC | 9,930 | $1.54M | 0.15% | +505+5.4% | Added |
| First Commonwealth Financial Corp | 9,911 | $1.54M | 0.50% | +3,929+65.7% | Added |
| Blodgett Wealth Advisors, LLC | 9,908 | $1.53M | 1.20% | +9,908 | New |
| Symmetry Partners, LLC | 9,879 | $1.53M | 0.10% | −1,510−13.3% | Reduced |
| Central Bank & Trust Co | 9,883 | $1.53M | 0.24% | −10.0% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 9,866 | $1.53M | 1.43% | +9,866 | New |
| Amplius Wealth Advisors, LLC | 9,864 | $1.53M | 0.21% | +9,864 | New |
| Capital One Financial Corp | 9,836 | $1.52M | 0.18% | −20−0.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,824 | $1.52M | 0.14% | −479−4.6% | Reduced |
| Johnson Financial Group, Inc. | 9,819 | $1.52M | 0.10% | −2,119−17.8% | Reduced |
| Samalin Investment Counsel, LLC | 9,793 | $1.52M | 0.91% | +3,183+48.2% | Added |
| Cowen and Company, LLC | 9,793 | $1.52M | 0.14% | +9,793 | New |
| Carmel Capital Partners, LLC | 9,770 | $1.51M | 1.13% | +9,770 | New |
| Peterson Financial Group, Inc. | 9,741 | $1.51M | 1.23% | +9,741 | New |
| Cavalier Investments, LLC | 9,737 | $1.51M | 0.39% | +1,050+12.1% | Added |
| Hodges Capital Management Inc. | 9,729 | $1.51M | 0.11% | −662−6.4% | Reduced |
| Tiedemann Advisors, LLC | 9,736 | $1.51M | 0.07% | −88−0.9% | Reduced |
| Mayflower Financial Advisors, LLC | 9,719 | $1.50M | 0.20% | +328+3.5% | Added |
| Tilia Fiduciary Partners, Inc. | 9,711 | $1.50M | 1.21% | +9,711 | New |
| King Wealth | 9,700 | $1.50M | 0.28% | +458+5.0% | Added |
| IMA Wealth, Inc. | 9,687 | $1.50M | 0.33% | −875−8.3% | Reduced |
| Liberty Wealth Management LLC | 9,688 | $1.50M | 0.57% | +33+0.3% | Added |
| Van Hulzen Asset Management, LLC | 9,682 | $1.50M | 0.16% | +36+0.4% | Added |
| Eagle Bluffs Wealth Management LLC | 9,674 | $1.50M | 1.56% | +9,674 | New |
| Pure Financial Advisors, Inc. | 9,648 | $1.49M | 0.07% | +3,138+48.2% | Added |
| Angeles Investment Advisors, LLC | 9,632 | $1.49M | 0.07% | −2,900−23.1% | Reduced |
| Sterling Investment Counsel, LLC | 9,597 | $1.49M | 1.01% | +9,597 | New |
| Old Point Trust & Financial Services N A | 9,590 | $1.49M | 0.60% | +150+1.6% | Added |