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 |
|---|---|---|---|---|---|
| Next Century Growth Investors LLC | 9,581 | $1.48M | 0.13% | −13,761−59.0% | Reduced |
| Financial Architects, Inc | 9,566 | $1.48M | 0.20% | +106+1.1% | Added |
| Balasa Dinverno & Foltz LLC | 9,562 | $1.48M | 0.10% | −1,221−11.3% | Reduced |
| Bluesphere Advisors, LLC | 9,533 | $1.48M | 1.23% | −14,816−60.8% | Reduced |
| Monterey Private Wealth, Inc. | 9,503 | $1.47M | 0.73% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 9,499 | $1.47M | 0.21% | +1,612+20.4% | Added |
| Moore Capital Management, LP | 9,500 | $1.47M | 0.04% | +9,500 | New |
| Millennium Capital Advisors, LLC | 9,489 | $1.47M | 1.14% | +9,489 | New |
| Aries Wealth Management | 9,472 | $1.47M | 0.56% | +691+7.9% | Added |
| Byrne Asset Management LLC | 9,454 | $1.46M | 0.95% | +9,454 | New |
| Trail Ridge Investment Advisors, LLC | 9,436 | $1.46M | 0.88% | +9,436 | New |
| Paces Ferry Wealth Advisors, LLC | 9,429 | $1.46M | 1.05% | +101+1.1% | Added |
| Adviser Investments LLC | 9,401 | $1.46M | 0.10% | +1,481+18.7% | Added |
| Twin Lakes Capital Management, LLC | 9,370 | $1.45M | 0.77% | −37−0.4% | Reduced |
| Herold Advisors, Inc. | 9,367 | $1.45M | 0.56% | +2,121+29.3% | Added |
| Absher Wealth Management, LLC | 9,344 | $1.45M | 0.24% | +879+10.4% | Added |
| Wealth Alliance | 9,334 | $1.45M | 0.29% | −30.0% | Reduced |
| Caas Capital Management LP | 9,315 | $1.44M | 0.13% | −1,700−15.4% | Reduced |
| Armstrong Henry H Associates Inc | 9,315 | $1.44M | 0.15% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 9,304 | $1.44M | 0.69% | −7,080−43.2% | Reduced |
| Joseph P. Lucia & Associates, LLC | 9,305 | $1.44M | 0.92% | −316−3.3% | Reduced |
| Finer Wealth Management, Inc. | 9,303 | $1.44M | 1.20% | +9,303 | New |
| Resource Management, LLC | 9,298 | $1.44M | 0.15% | +1,601+20.8% | Added |
| Sierra Capital LLC | 9,283 | $1.44M | 0.21% | +901+10.7% | Added |
| New England Research & Management, Inc. | 9,275 | $1.44M | 0.69% | −3,490−27.3% | Reduced |
| Salvus Wealth Management, LLC | 9,279 | $1.44M | 1.05% | +293+3.3% | Added |
| Global Financial Private Client, LLC | 9,248 | $1.43M | 0.69% | +58+0.6% | Added |
| Ascent Wealth Partners, LLC | 9,234 | $1.43M | 0.25% | +35+0.4% | Added |
| Insight Advisors, LLC | 9,224 | $1.43M | 0.42% | +4,647+101.5% | Added |
| Zuckerman Investment Group, LLC | 9,222 | $1.43M | 0.22% | +233+2.6% | Added |
| Wright Investors Service Inc | 9,208 | $1.43M | 0.36% | +222+2.5% | Added |
| Nadler Financial Group, Inc. | 9,199 | $1.43M | 0.21% | −87−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 9,019 | $1.42M | 0.05% | +1,412+18.6% | Added |
| TLWM | 9,183 | $1.42M | 0.48% | +2,295+33.3% | Added |
| Clear Creek Financial Management, LLC | 9,166 | $1.42M | 0.21% | +2,532+38.2% | Added |
| United Bank | 9,155 | $1.42M | 0.76% | −300−3.2% | Reduced |
| Jarislowsky, Fraser Ltd | 9,146 | $1.42M | 0.01% | +380+4.3% | Added |
| Meridian Financial Partners LLC | 9,419 | $1.41M | 0.96% | +338+3.7% | Added |
| Merit Financial Group, LLC | 9,115 | $1.41M | 0.14% | +1,979+27.7% | Added |
| Pflug Koory, LLC | 9,105 | $1.41M | 0.71% | +216+2.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 9,071 | $1.41M | 0.52% | +9,071 | New |
| Financial Management Network Inc | 8,950 | $1.39M | 0.64% | −1,613−15.3% | Reduced |
| Barbara Oil Co. | 9,000 | $1.39M | 0.60% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 8,998 | $1.39M | 0.25% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 8,999 | $1.39M | 0.75% | +8,999 | New |
| Eagle Asset Management Inc | 8,929 | $1.39M | 0.01% | −11,697−56.7% | Reduced |
| Congress Park Capital LLC | 8,984 | $1.39M | 0.69% | +875+10.8% | Added |
| Chesapeake Wealth Management | 8,954 | $1.39M | 0.47% | +248+2.8% | Added |
| Ballast, Inc. | 8,939 | $1.38M | 0.54% | +753+9.2% | Added |
| US Asset Management LLC | 8,914 | $1.38M | 1.32% | −9−0.1% | Reduced |
| blooom, inc. | 8,884 | $1.38M | 1.04% | +629+7.6% | Added |
| Cooper Financial Group | 8,877 | $1.38M | 0.52% | −2,838−24.2% | Reduced |
| Marcum Wealth, LLC | 8,876 | $1.38M | 0.19% | −114−1.3% | Reduced |
| Keystone Wealth Services, LLC | 8,871 | $1.37M | 0.56% | +8,871 | New |
| Trustcore Financial Services, LLC | 8,864 | $1.37M | 0.16% | −1,553−14.9% | Reduced |
| Gradient Investments LLC | 8,859 | $1.37M | 0.03% | +436+5.2% | Added |
| V2 Financial group LLC | 8,845 | $1.37M | 1.06% | +8,845 | New |
| Wulff, Hansen & Co. | 8,840 | $1.37M | 1.18% | +8,840 | New |
| Stockman Wealth Management, Inc. | 8,818 | $1.37M | 0.28% | −359−3.9% | Reduced |
| Cascade Investment Advisors, Inc. | 8,810 | $1.36M | 0.80% | +3,000+51.6% | Added |
| McKinley Carter Wealth Services, Inc. | 8,809 | $1.36M | 0.10% | −690−7.3% | Reduced |
| Bridge Advisory, LLC | 8,807 | $1.36M | 0.62% | −12−0.1% | Reduced |
| ZWJ Investment Counsel Inc | 8,804 | $1.36M | 0.07% | +297+3.5% | Added |
| Trust Investment Advisors | 8,784 | $1.36M | 1.07% | +89+1.0% | Added |
| Lifeworks Advisors, LLC | 8,784 | $1.36M | 1.08% | +8,784 | New |
| Element Pointe Advisors, LLC | 8,783 | $1.36M | 0.42% | +161+1.9% | Added |
| Parisi Gray Wealth Management | 8,781 | $1.36M | 0.51% | +522+6.3% | Added |
| Consilium Wealth Advisory, LLC | 8,773 | $1.36M | 0.88% | +8,773 | New |
| Atticus Wealth Management, LLC | 8,748 | $1.35M | 0.53% | +1,211+16.1% | Added |
| Vance Wealth, Inc. | 8,747 | $1.35M | 1.33% | +8,747 | New |
| Abundance Wealth Counselors | 8,735 | $1.35M | 0.35% | +8,735 | New |
| AlphaCrest Capital Management LLC | 8,724 | $1.35M | 0.05% | −46,912−84.3% | Reduced |
| Formidable Asset Management, LLC | 8,676 | $1.35M | 0.26% | −45−0.5% | Reduced |
| Oxbow Advisors, LLC | 8,706 | $1.35M | 0.13% | −1,456−14.3% | Reduced |
| Dearborn Partners LLC | 8,702 | $1.35M | 0.05% | −75−0.9% | Reduced |
| Michael B. Yongue | 8,692 | $1.35M | 0.90% | +404+4.9% | Added |
| Aureus Asset Management, LLC | 8,678 | $1.34M | 0.08% | −119−1.4% | Reduced |
| Rocky Mountain Advisers, LLC | 8,679 | $1.34M | 1.53% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 9,388 | $1.34M | 0.09% | −17−0.2% | Reduced |
| Pinnacle Private Wealth, LLC | 8,656 | $1.34M | 0.42% | +8,656 | New |
| Aberdeen Wealth Management LLC | 8,654 | $1.34M | 0.87% | −125−1.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 8,634 | $1.34M | 0.12% | +153+1.8% | Added |
| Andesa Financial Management Inc. | 8,609 | $1.33M | 0.66% | +302+3.6% | Added |
| Thornburg Investment Management Inc | 8,584 | $1.33M | 0.02% | +4,693+120.6% | Added |
| Capital Financial Planning, LLC | 8,564 | $1.33M | 0.46% | −498−5.5% | Reduced |
| Boothbay Fund Management, LLC | 8,546 | $1.32M | 0.04% | +53+0.6% | Added |
| Larson Financial Group LLC | 8,545 | $1.32M | 0.21% | +420+5.2% | Added |
| StrategIQ Financial Group, LLC | 8,546 | $1.32M | 0.13% | +6,331+285.8% | Added |
| 55I, LLC | 8,547 | $1.32M | 0.03% | +983+13.0% | Added |
| Stiles Financial Services Inc | 8,594 | $1.32M | 0.64% | +8,594 | New |
| Integrated Investment Consultants, LLC | 8,514 | $1.32M | 0.35% | +715+9.2% | Added |
| Lloyd Park, LLC | 8,500 | $1.32M | 1.04% | +8,500 | New |
| Kozak & Associates, Inc. | 9,822 | $1.31M | 0.84% | +1,087+12.4% | Added |
| Almanack Investment Partners, LLC. | 8,452 | $1.31M | 0.11% | −326−3.7% | Reduced |
| Manchester Capital Management LLC | 8,433 | $1.31M | 0.17% | −852−9.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 8,432 | $1.31M | 0.23% | +5,426+180.5% | Added |
| Greystone Financial Group, LLC | 8,427 | $1.30M | 0.31% | +2,029+31.7% | Added |
| Privium Fund Management B.V. | 8,370 | $1.30M | 0.26% | +8,370 | New |
| Chicago Capital, LLC | 8,404 | $1.30M | 0.05% | +381+4.7% | Added |
| White Pine Capital LLC | 8,392 | $1.30M | 0.38% | −28−0.3% | Reduced |