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 |
|---|---|---|---|---|---|
| First Pacific Advisors, LP | 8,395 | $1.30M | 0.02% | +3,495+71.3% | Added |
| TRUE Private Wealth Advisors | 8,371 | $1.30M | 0.18% | +316+3.9% | Added |
| Summit Financial, LLC | 8,356 | $1.29M | 0.10% | +3,799+83.4% | Added |
| Harvey Capital Management Inc | 8,346 | $1.29M | 0.40% | −600−6.7% | Reduced |
| Apriem Advisors | 8,334 | $1.29M | 0.18% | +304+3.8% | Added |
| Alaethes Wealth LLC | 8,332 | $1.29M | 0.81% | +644+8.4% | Added |
| Qtron Investments LLC | 8,323 | $1.29M | 0.29% | −626−7.0% | Reduced |
| David Loasby | 8,317 | $1.29M | 0.16% | −609−6.8% | Reduced |
| Marino, Stram & Associates LLC | 8,305 | $1.29M | 0.39% | +262+3.3% | Added |
| AllGen Financial Advisors, Inc. | 8,293 | $1.28M | 0.95% | +482+6.2% | Added |
| Woodmont Investment Counsel LLC | 8,273 | $1.28M | 0.16% | +49+0.6% | Added |
| First Dallas Securities Inc. | 8,269 | $1.28M | 0.84% | +50+0.6% | Added |
| Schulhoff & Co Inc | 8,276 | $1.28M | 0.53% | +150+1.8% | Added |
| Octavia Wealth Advisors, LLC | 8,264 | $1.28M | 0.28% | +969+13.3% | Added |
| Highland Private Wealth Management | 8,248 | $1.28M | 0.16% | −281−3.3% | Reduced |
| Hallmark Capital Management Inc | 8,223 | $1.27M | 0.10% | −1,983−19.4% | Reduced |
| Kensington Investment Counsel, LLC | 8,205 | $1.27M | 0.74% | +8,205 | New |
| Tevis Investment Management | 8,226 | $1.27M | 1.11% | +8,226 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,190 | $1.27M | 0.36% | −5,118−38.5% | Reduced |
| WealthShield Partners, LLC | 8,181 | $1.27M | 0.21% | +5,334+187.4% | Added |
| Roosevelt Investment Group LLC | 8,169 | $1.26M | 0.07% | +366+4.7% | Added |
| Pennsylvania Capital Management Inc | 8,131 | $1.26M | 0.43% | +6,000+281.6% | Added |
| Mainstay Capital Management LLC | 8,113 | $1.26M | 0.38% | −1,837−18.5% | Reduced |
| Private Wealth Advisors | 8,067 | $1.25M | 0.40% | +8,067 | New |
| Old Mission Investment Co LLC | 8,064 | $1.25M | 0.45% | +363+4.7% | Added |
| Hayek Kallen Investment Management | 8,030 | $1.24M | 0.44% | +520+6.9% | Added |
| Great Diamond Partners, LLC | 8,009 | $1.24M | 0.32% | −280−3.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8,001 | $1.24M | 0.37% | +557+7.5% | Added |
| TrinityPoint Wealth, LLC | 7,977 | $1.24M | 0.22% | +425+5.6% | Added |
| Bank Pictet & Cie (Asia) Ltd | 7,972 | $1.24M | 0.29% | +1,640+25.9% | Added |
| ArrowMark Colorado Holdings LLC | 7,960 | $1.23M | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 7,959 | $1.23M | 0.72% | +7,959 | New |
| Fulton Breakefield Broenniman LLC | 7,953 | $1.23M | 0.09% | +689+9.5% | Added |
| NewEdge Wealth, LLC | 7,956 | $1.23M | 0.05% | +2,097+35.8% | Added |
| Hemington Wealth Management | 6,794 | $1.23M | 0.57% | +277+4.3% | Added |
| Corsicana & Co. | 7,938 | $1.23M | 0.74% | −145−1.8% | Reduced |
| Providence Wealth Advisors, LLC | 7,836 | $1.23M | 0.77% | +103+1.3% | Added |
| Westfield Capital Management Co LP | 7,921 | $1.23M | 0.01% | 00.0% | Unchanged |
| DF Dent & Co Inc | 7,918 | $1.23M | 0.01% | +2,023+34.3% | Added |
| Fortitude Advisory Group L.L.C. | 7,907 | $1.23M | 0.62% | +7,907 | New |
| Capital Wealth Alliance, LLC | 7,898 | $1.22M | 0.71% | +108+1.4% | Added |
| William Blair Investment Management, LLC | 7,888 | $1.22M | 0.00% | +452+6.1% | Added |
| BCJ Capital Management, LLC | 7,837 | $1.21M | 0.11% | −53−0.7% | Reduced |
| Soltis Investment Advisors LLC | 7,841 | $1.21M | 0.17% | +756+10.7% | Added |
| Plante Moran Financial Advisors, LLC | 7,835 | $1.21M | 0.20% | +847+12.1% | Added |
| Meitav Dash Investments Ltd | 7,814 | $1.21M | 0.02% | +2,657+51.5% | Added |
| Weaver Consulting Group | 7,809 | $1.21M | 0.58% | +23+0.3% | Added |
| Gleason Group, Inc. | 7,792 | $1.21M | 0.39% | −587−7.0% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 7,777 | $1.21M | 0.21% | −445−5.4% | Reduced |
| 9258 Wealth Management, LLC | 7,767 | $1.20M | 0.28% | −160−2.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 7,669 | $1.20M | 0.41% | +492+6.9% | Added |
| Evanson Asset Management, LLC | 7,751 | $1.20M | 0.11% | +547+7.6% | Added |
| PBMares Wealth Management LLC | 7,706 | $1.19M | 0.51% | +565+7.9% | Added |
| Vanguard Capital Wealth Advisors | 7,713 | $1.19M | 0.86% | +1,125+17.1% | Added |
| Merrion Investment Management Co, LLC | 7,697 | $1.19M | 0.87% | 00.0% | Unchanged |
| First PREMIER Bank | 7,679 | $1.19M | 0.31% | −50−0.6% | Reduced |
| Accredited Investors Inc. | 7,659 | $1.19M | 0.11% | −339−4.2% | Reduced |
| WealthTrust Axiom LLC | 7,651 | $1.19M | 0.38% | +90+1.2% | Added |
| Signet Investment Advisory Group, Inc. | 7,647 | $1.18M | 0.67% | +885+13.1% | Added |
| Ipswich Investment Management Co., Inc. | 7,621 | $1.18M | 0.28% | +291+4.0% | Added |
| Secure Asset Management, LLC | 7,599 | $1.18M | 0.48% | +1,200+18.8% | Added |
| Chelsea Counsel Co | 7,581 | $1.17M | 0.51% | +284+3.9% | Added |
| Annapolis Financial Services, LLC | 7,572 | $1.17M | 0.36% | −578−7.1% | Reduced |
| Rosenbaum Jay D. | 7,564 | $1.17M | 1.72% | +541+7.7% | Added |
| Capital Management Associates | 7,552 | $1.17M | 1.14% | −690−8.4% | Reduced |
| Archford Capital Strategies, LLC | 7,521 | $1.17M | 0.27% | −1,030−12.0% | Reduced |
| First Command Bank | 6,890 | $1.17M | 0.20% | 00.0% | Unchanged |
| Excalibur Management Corp | 7,513 | $1.16M | 0.47% | +71+1.0% | Added |
| Vista Investment Management | 7,517 | $1.16M | 0.63% | +591+8.5% | Added |
| F3Logic, LLC | 7,563 | $1.16M | 0.14% | −4,379−36.7% | Reduced |
| Saybrook Capital | 7,506 | $1.16M | 0.29% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 7,507 | $1.16M | 0.93% | +7,507 | New |
| Colony Capital, Inc. | 7,500 | $1.16M | 0.17% | −1,500−16.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,496 | $1.16M | 0.33% | +75+1.0% | Added |
| Teza Capital Management LLC | 7,490 | $1.16M | 0.31% | +5,984+397.3% | Added |
| Glassman Wealth Services | 7,468 | $1.16M | 0.21% | −6,342−45.9% | Reduced |
| Arnhold LLC | 7,464 | $1.16M | 0.13% | 00.0% | Unchanged |
| L & S Advisors Inc | 7,451 | $1.15M | 0.12% | −14,497−66.1% | Reduced |
| Rafferty Asset Management, LLC | 7,446 | $1.15M | 0.01% | +3,980+114.8% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,438 | $1.15M | 0.37% | −455−5.8% | Reduced |
| Independence Bank of Kentucky | 7,430 | $1.15M | 0.47% | −615−7.6% | Reduced |
| Benjamin Edwards Inc | 7,420 | $1.15M | 0.37% | +7,011+1,714.2% | Added |
| Mystic Asset Management, Inc. | 7,356 | $1.14M | 0.54% | +7,356 | New |
| Legacy Capital Partners, Inc. | 7,339 | $1.14M | 0.37% | +745+11.3% | Added |
| LifeSteps Financial, Inc. | 7,336 | $1.14M | 0.80% | +295+4.2% | Added |
| Arthur M. Cohen & Associates, LLC | 7,328 | $1.14M | 0.21% | −530−6.7% | Reduced |
| Sun Life Financial INC | 7,338 | $1.14M | 0.04% | +777+11.8% | Added |
| Sciencast Management LP | 7,211 | $1.14M | 0.20% | +7,211 | New |
| Sunflower Bank, N.A. | 7,313 | $1.13M | 0.15% | −25−0.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,287 | $1.13M | 0.12% | +277+4.0% | Added |
| Gables Capital Management Inc. | 7,271 | $1.13M | 0.67% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 7,271 | $1.13M | 0.67% | +455+6.7% | Added |
| PRW Wealth Management LLC | 7,249 | $1.12M | 0.52% | +301+4.3% | Added |
| Assetmark, Inc | 7,230 | $1.12M | 0.00% | −5,550−43.4% | Reduced |
| Willner & Heller, LLC | 6,615 | $1.12M | 1.49% | +6,615 | New |
| Strategic Wealth Partners, Ltd. | 7,210 | $1.12M | 0.21% | +141+2.0% | Added |
| Private Portfolio Partners LLC | 7,205 | $1.12M | 0.29% | −54−0.7% | Reduced |
| Detalus Advisors, LLC | 7,191 | $1.11M | 0.54% | −342−4.5% | Reduced |
| Lumature Wealth Partners, LLC | 7,179 | $1.11M | 0.43% | +514+7.7% | Added |
| Agate Pass Investment Management, LLC | 7,154 | $1.11M | 0.69% | +7,154 | New |