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 |
|---|---|---|---|---|---|
| Crew Capital Management, Ltd. | 7,138 | $1.11M | 0.94% | −4−0.1% | Reduced |
| Laird Norton Trust Company, LLC | 7,147 | $1.11M | 0.10% | +572+8.7% | Added |
| SNS Financial Group, LLC | 7,140 | $1.10M | 0.13% | +67+0.9% | Added |
| Citizens & Northern Corp | 7,125 | $1.10M | 0.40% | −238−3.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,125 | $1.10M | 0.29% | +262+3.8% | Added |
| David R. Rahn & Associates Inc. | 7,122 | $1.10M | 0.49% | −13,400−65.3% | Reduced |
| Matrix Private Capital Group LLC | 7,117 | $1.10M | 0.52% | −775−9.8% | Reduced |
| Aigen Investment Management, LP | 7,310 | $1.10M | 0.07% | +7,310 | New |
| FLC Capital Advisors | 7,106 | $1.10M | 0.31% | −450−6.0% | Reduced |
| Bridgeworth, LLC | 7,110 | $1.10M | 0.24% | +158+2.3% | Added |
| Proffitt & Goodson Inc | 7,101 | $1.10M | 0.19% | −43−0.6% | Reduced |
| Legacy Bridge, LLC | 7,096 | $1.10M | 0.57% | −25−0.4% | Reduced |
| Financial Partners Capital Management LLC | 7,086 | $1.10M | 0.19% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 7,083 | $1.10M | 0.43% | +1,556+28.2% | Added |
| Bond & Devick Financial Network, Inc. | 7,062 | $1.09M | 0.82% | −25−0.4% | Reduced |
| BerganKDV Wealth Management, LLC | 7,048 | $1.09M | 0.11% | +181+2.6% | Added |
| WP Advisors, LLC | 7,052 | $1.09M | 0.45% | +317+4.7% | Added |
| First Community Trust NA | 7,049 | $1.09M | 0.90% | +7,049 | New |
| Dohj, LLC | 7,026 | $1.09M | 0.49% | −378−5.1% | Reduced |
| Vicus Capital | 7,816 | $1.09M | 0.11% | +7,816 | New |
| FORA Capital, LLC | 7,012 | $1.09M | 0.42% | +7,012 | New |
| Landaas & Co | 7,005 | $1.08M | 0.58% | −30−0.4% | Reduced |
| Spears Abacus Advisors LLC | 7,005 | $1.08M | 0.07% | +1,028+17.2% | Added |
| Pine Haven Investment Counsel, Inc | 7,003 | $1.08M | 1.01% | +7,003 | New |
| Grace Capital | 6,987 | $1.08M | 0.64% | +40+0.6% | Added |
| HGK Asset Management Inc | 6,988 | $1.08M | 0.34% | +18+0.3% | Added |
| Acorn Financial Advisory Services Inc | 6,938 | $1.07M | 0.22% | +67+1.0% | Added |
| LVW Advisors, LLC | 6,942 | $1.07M | 0.18% | +349+5.3% | Added |
| West Paces Advisors Inc. | 6,930 | $1.07M | 0.33% | +389+5.9% | Added |
| Hexagon Capital Partners LLC | 6,923 | $1.07M | 0.28% | +517+8.1% | Added |
| Strategic Blueprint, LLC | 6,918 | $1.07M | 0.14% | +3,375+95.3% | Added |
| Fieldpoint Private Securities, LLC | 6,917 | $1.07M | 0.21% | +496+7.7% | Added |
| Aspen Investment Management Inc | 6,898 | $1.07M | 0.53% | −181−2.6% | Reduced |
| Echo Street Capital Management LLC | 6,894 | $1.07M | 0.01% | +435+6.7% | Added |
| Berkeley Capital Partners, LLC | 6,882 | $1.07M | 0.44% | −295−4.1% | Reduced |
| QP Wealth Management, LLC | 6,880 | $1.07M | 1.13% | +35+0.5% | Added |
| Schrum Private Wealth Management LLC | 6,865 | $1.06M | 0.97% | +6,865 | New |
| Delphi Management Inc | 6,831 | $1.06M | 1.00% | +382+5.9% | Added |
| Twelve Points Wealth Management LLC | 6,800 | $1.05M | 0.85% | +6,800 | New |
| Smith Chas P & Associates Pa Cpas | 6,791 | $1.05M | 0.07% | −289−4.1% | Reduced |
| Hardy Reed LLC | 6,793 | $1.05M | 0.17% | +114+1.7% | Added |
| Vigilant Capital Management, LLC | 6,773 | $1.05M | 0.07% | +1,950+40.4% | Added |
| MONECO Advisors, LLC | 7,485 | $1.05M | 0.39% | +288+4.0% | Added |
| DeDora Capital, Inc. | 6,758 | $1.05M | 0.78% | −48−0.7% | Reduced |
| BCGM Wealth Management, LLC | 6,759 | $1.05M | 0.56% | +176+2.7% | Added |
| Sheets Smith Wealth Management | 6,729 | $1.04M | 0.13% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,876 | $1.04M | 0.07% | +485+7.6% | Added |
| Eclectic Associates Inc | 6,690 | $1.04M | 0.66% | +1,457+27.8% | Added |
| American Financial Advisors, LLC | 6,658 | $1.03M | 0.13% | +397+6.3% | Added |
| SFMG, LLC | 6,647 | $1.03M | 0.10% | −2,875−30.2% | Reduced |
| Duality Advisers, LP | 6,634 | $1.03M | 0.11% | −39,093−85.5% | Reduced |
| Prelude Capital Management, LLC | 6,594 | $1.02M | 0.05% | +3,928+147.3% | Added |
| Worldquant Millennium Advisors LLC | 6,589 | $1.02M | 0.02% | +6,589 | New |
| Addison Advisors LLC | 6,578 | $1.02M | 0.63% | +186+2.9% | Added |
| Connecticut Wealth Management, LLC | 6,571 | $1.02M | 0.08% | +179+2.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 6,562 | $1.02M | 0.29% | −294−4.3% | Reduced |
| Phocas Financial Corp. | 6,562 | $1.02M | 0.13% | +25+0.4% | Added |
| Calton & Associates, Inc. | 6,552 | $1.01M | 0.27% | −663−9.2% | Reduced |
| Tradewinds Capital Management, LLC | 6,536 | $1.01M | 0.16% | +391+6.4% | Added |
| Strong Tower Advisory Services | 6,516 | $1.01M | 0.54% | +397+6.5% | Added |
| Lakeview Capital Partners, LLC | 6,511 | $1.01M | 0.59% | −817−11.1% | Reduced |
| Renasant Bank | 6,506 | $1.01M | 0.69% | +31+0.5% | Added |
| Avenir Corp | 6,490 | $1.00M | 0.08% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 6,482 | $1.00M | 0.30% | −37−0.6% | Reduced |
| Monte Financial Group, LLC | 6,459 | $1.00M | 0.53% | +98+1.5% | Added |
| Balentine LLC | 6,445 | $998.0K | 0.04% | −2,637−29.0% | Reduced |
| LGL Partners, LLC | 6,423 | $995.0K | 0.12% | +1,487+30.1% | Added |
| Wambolt & Associates, LLC | 6,416 | $994.0K | 0.36% | −4−0.1% | Reduced |
| Old North State Trust, LLC | 6,403 | $992.0K | 0.71% | +1,143+21.7% | Added |
| Telemetry Investments, L.L.C. | 6,400 | $991.0K | 1.30% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 6,395 | $991.0K | 0.49% | +464+7.8% | Added |
| Lineweaver Wealth Advisors, LLC | 6,396 | $990.0K | 0.29% | +449+7.6% | Added |
| Veracity Capital LLC | 6,359 | $985.0K | 0.40% | −181−2.8% | Reduced |
| Intact Investment Management Inc. | 6,350 | $984.0K | 0.03% | −1,250−16.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,351 | $984.0K | 0.43% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 6,349 | $984.0K | 0.81% | +6,349 | New |
| Strategic Investment Advisors | 6,348 | $983.0K | 0.19% | +459+7.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 6,342 | $982.0K | 0.34% | −959−13.1% | Reduced |
| Wedmont Private Capital | 6,311 | $981.0K | 0.30% | +6,311 | New |
| Hoese & Co LLP | 6,327 | $980.0K | 0.97% | +88+1.4% | Added |
| Argent Advisors, Inc. | 6,320 | $979.0K | 0.53% | +58+0.9% | Added |
| Warren Averett Asset Management, LLC | 6,534 | $977.0K | 0.08% | +61+0.9% | Added |
| Missouri Trust & Investment Co | 6,300 | $976.0K | 0.56% | +6,300 | New |
| Ridgecrest Wealth Partners, LLC | 6,282 | $973.0K | 0.47% | +551+9.6% | Added |
| Morton Capital Management LLC | 6,263 | $970.1K | 0.40% | +6,263 | New |
| Meridian Wealth Advisors, LLC | 6,263 | $970.0K | 0.24% | −470−7.0% | Reduced |
| Crescent Grove Advisors, LLC | 6,242 | $967.0K | 0.09% | −629−9.2% | Reduced |
| Clarity Wealth Advisors, LLC | 6,244 | $967.0K | 0.45% | +17+0.3% | Added |
| Summit Trail Advisors, LLC | 6,245 | $967.0K | 0.06% | +598+10.6% | Added |
| Asset Management Corp | 6,224 | $964.0K | 0.56% | +2,674+75.3% | Added |
| Dimension Capital Management LLC | 6,219 | $963.0K | 0.18% | −3,961−38.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 6,217 | $963.0K | 0.55% | −85−1.3% | Reduced |
| Derbend Asset Management | 6,201 | $961.0K | 0.94% | +293+5.0% | Added |
| Dash Acquisitions Inc. | 6,205 | $961.0K | 0.42% | +1,353+27.9% | Added |
| Pinpoint Asset Management Ltd | 6,200 | $960.0K | 0.88% | −43,900−87.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,194 | $959.0K | 0.49% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 6,184 | $958.0K | 0.34% | +6,184 | New |
| Capital Wealth Planning, LLC | 6,163 | $955.0K | 0.02% | −237−3.7% | Reduced |
| PFG Advisors | 6,156 | $954.0K | 0.10% | +609+11.0% | Added |
| Accretive Wealth Partners, LLC | 6,155 | $953.0K | 0.61% | +576+10.3% | Added |