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 |
|---|---|---|---|---|---|
| Menard Financial Group LLC | 6,135 | $950.0K | 0.78% | −968−13.6% | Reduced |
| Waypoint Capital Advisors, LLC | 6,134 | $950.0K | 0.65% | +6,134 | New |
| Crumly & Associates Inc. | 6,761 | $947.0K | 0.37% | +666+10.9% | Added |
| Horizon Kinetics Asset Management LLC | 6,063 | $939.0K | 0.02% | −30−0.5% | Reduced |
| Altus Wealth Group LLC | 6,056 | $938.0K | 0.77% | +488+8.8% | Added |
| Global Strategic Investment Solutions, LLC | 6,045 | $936.0K | 0.15% | +191+3.3% | Added |
| Harbor Advisory Corp | 6,036 | $935.0K | 0.38% | +1,010+20.1% | Added |
| Oxinas Partners Wealth Management LLC | 6,033 | $935.0K | 0.53% | +3,516+139.7% | Added |
| Harvey Investment Co LLC | 6,032 | $934.0K | 0.11% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 6,016 | $932.0K | 0.65% | +70+1.2% | Added |
| Reitz Capital Advisors LLC | 5,302 | $932.0K | 0.66% | +130+2.5% | Added |
| Inlet Private Wealth, LLC | 6,006 | $930.0K | 0.23% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 6,002 | $930.0K | 0.28% | +1,049+21.2% | Added |
| Boit C F David | 6,000 | $929.0K | 0.59% | 00.0% | Unchanged |
| Monetary Management Group Inc | 6,000 | $929.0K | 0.23% | −125−2.0% | Reduced |
| Regents of the University of California | 6,000 | $929.0K | 0.13% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5,983 | $927.0K | 0.27% | +8+0.1% | Added |
| Foster & Motley Inc | 5,981 | $926.0K | 0.07% | −125−2.0% | Reduced |
| Intellectus Partners, LLC | 5,969 | $925.0K | 0.24% | −290−4.6% | Reduced |
| CMG Global Holdings, LLC | 5,975 | $925.0K | 0.60% | +218+3.8% | Added |
| Beacon Financial Advisory LLC | 5,961 | $923.0K | 0.43% | +947+18.9% | Added |
| Close Asset Management Ltd | 5,933 | $919.0K | 0.03% | +565+10.5% | Added |
| Cape Ann Savings Bank | 5,926 | $918.0K | 0.55% | +190+3.3% | Added |
| Viewpoint Capital Management LLC | 5,929 | $918.0K | 0.67% | +5,929 | New |
| Outlook Wealth Advisors, LLC | 5,923 | $917.0K | 0.27% | +2,101+55.0% | Added |
| First National Bank of South Miami | 5,912 | $916.0K | 0.55% | +159+2.8% | Added |
| Bordeaux Wealth Advisors LLC | 5,908 | $915.0K | 0.42% | −1,773−23.1% | Reduced |
| Flynn Zito Capital Management, LLC | 5,907 | $915.0K | 0.78% | +5,907 | New |
| Barton Investment Management | 5,879 | $911.0K | 0.08% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 5,882 | $911.0K | 0.25% | +370+6.7% | Added |
| Abner Herrman & Brock LLC | 5,877 | $910.0K | 0.12% | −405−6.4% | Reduced |
| Keebeck Wealth Management, LLC | 5,875 | $910.0K | 0.16% | −189−3.1% | Reduced |
| Fiera Capital Corp | 5,861 | $907.0K | 0.00% | −2,432−29.3% | Reduced |
| Orrstown Financial Services Inc | 5,740 | $906.0K | 1.38% | +23+0.4% | Added |
| Tectonic Advisors LLC | 5,849 | $906.0K | 0.16% | +650+12.5% | Added |
| Wilkins Investment Counsel Inc | 5,800 | $898.0K | 0.20% | 00.0% | Unchanged |
| Aire Advisors, LLC | 5,803 | $898.0K | 0.39% | +5,803 | New |
| Coronation Fund Managers Ltd. | 5,791 | $897.0K | 0.03% | +5,791 | New |
| Smithbridge Asset Management Inc | 5,783 | $896.0K | 0.27% | 00.0% | Unchanged |
| O'Dell Group, LLC | 5,780 | $895.0K | 0.26% | +222+4.0% | Added |
| Key Client Fiduciary Advisors, LLC | 5,778 | $895.0K | 0.75% | +5,778 | New |
| JBJ Investment Partners, LLC | 5,752 | $891.0K | 0.18% | −2,347−29.0% | Reduced |
| Thompson Investment Management, Inc. | 5,736 | $888.0K | 0.13% | −165−2.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 5,724 | $887.0K | 0.52% | −125−2.1% | Reduced |
| Childress Capital Advisors, LLC | 5,724 | $887.0K | 0.37% | +1,760+44.4% | Added |
| Sigma Investment Counselors Inc | 5,722 | $886.0K | 0.06% | +167+3.0% | Added |
| Morris Retirement Advisors, LLC | 5,721 | $886.0K | 0.69% | +844+17.3% | Added |
| Center for Financial Planning, Inc. | 5,714 | $885.0K | 0.18% | +16+0.3% | Added |
| Columbia Trust Co 01012016 | 5,223 | $884.0K | 0.47% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,706 | $884.0K | 0.22% | +806+16.4% | Added |
| Saxon Interests, Inc. | 5,606 | $884.0K | 0.50% | +5,606 | New |
| Dorchester Wealth Management Co | 5,703 | $883.0K | 0.18% | +1,138+24.9% | Added |
| Zullo Investment Group, Inc. | 5,699 | $883.0K | 0.45% | +5,699 | New |
| Benchmark Investment Advisors LLC | 5,698 | $883.0K | 0.73% | +5,698 | New |
| IFG Advisors, LLC | 5,691 | $881.0K | 0.37% | −197−3.3% | Reduced |
| Baystate Wealth Management LLC | 5,673 | $879.0K | 0.08% | +140+2.5% | Added |
| High Pointe Capital Management LLC | 5,668 | $878.0K | 0.59% | +963+20.5% | Added |
| TSFG, LLC | 5,654 | $876.0K | 0.30% | +187+3.4% | Added |
| Prosperity Consulting Group, LLC | 6,140 | $876.0K | 0.66% | +6,140 | New |
| Youngs Advisory Group, Inc. | 5,642 | $874.0K | 0.55% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $873.0K | 0.67% | – | – |
| Tobam | 5,635 | $873.0K | 0.04% | −356−5.9% | Reduced |
| FirstPurpose Wealth LLC | 5,627 | $872.0K | 0.55% | +5,627 | New |
| Summit Financial Strategies, Inc. | 5,620 | $870.0K | 0.17% | +45+0.8% | Added |
| Granger Management LLC | 5,606 | $868.0K | 0.14% | 00.0% | Unchanged |
| Peterson Wealth Management | 5,607 | $868.0K | 0.58% | −67−1.2% | Reduced |
| Plancorp, LLC | 5,590 | $866.0K | 0.05% | −551−9.0% | Reduced |
| Cardinal Strategic Wealth Guidance | 5,586 | $866.0K | 0.40% | −60−1.1% | Reduced |
| Paragon Capital Management Ltd | 5,579 | $864.0K | 0.14% | +200+3.7% | Added |
| Maple Capital Management, Inc. | 5,571 | $863.0K | 0.09% | −268−4.6% | Reduced |
| LCM Capital Management Inc | 5,573 | $863.0K | 0.67% | +210+3.9% | Added |
| Profit Investment Management, LLC | 5,563 | $862.0K | 0.54% | +1,760+46.3% | Added |
| Wealth Management Partners, LLC | 6,000 | $859.0K | 0.59% | +476+8.6% | Added |
| Auxano Advisors, LLC | 5,534 | $857.0K | 0.38% | +253+4.8% | Added |
| Pitti Group Wealth Management, LLC | 5,528 | $856.0K | 0.96% | +5,528 | New |
| Sunbelt Securities, Inc. | 5,999 | $855.0K | 0.14% | +2,142+55.5% | Added |
| Shulman DeMeo Asset Management LLC | 5,516 | $854.0K | 0.22% | +19+0.3% | Added |
| Capital City Trust Co | 5,507 | $853.0K | 0.24% | +75+1.4% | Added |
| Monograph Wealth Advisors, LLC | 5,505 | $853.0K | 0.21% | +5,505 | New |
| S. Muoio & Co. LLC | 5,500 | $852.0K | 0.88% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 5,495 | $851.0K | 0.10% | +240+4.6% | Added |
| West Family Investments, Inc. | 5,480 | $849.0K | 0.24% | +1,183+27.5% | Added |
| Linscomb & Williams, Inc. | 5,476 | $848.0K | 0.04% | −237−4.1% | Reduced |
| Evermay Wealth Management LLC | 5,469 | $847.0K | 0.15% | +277+5.3% | Added |
| Chilton Investment Co LLC | 5,462 | $846.0K | 0.02% | −464−7.8% | Reduced |
| MTM Investment Management, LLC | 5,461 | $846.0K | 0.40% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,425 | $840.0K | 0.11% | −95−1.7% | Reduced |
| Paradigm Financial Advisors, LLC | 5,404 | $837.0K | 0.19% | −192−3.4% | Reduced |
| PSI Advisors, LLC | 5,403 | $837.0K | 0.34% | +2,499+86.1% | Added |
| Financial Perspectives, Inc | 5,394 | $835.5K | 0.40% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 5,384 | $834.0K | 0.29% | +5,384 | New |
| Colonial River Wealth Management, LLC | 5,377 | $833.0K | 0.45% | −5,290−49.6% | Reduced |
| First Personal Financial Services | 5,378 | $833.0K | 0.19% | +116+2.2% | Added |
| Neumann Capital Management, LLC | 5,364 | $831.0K | 0.34% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5,356 | $830.0K | 0.00% | +21+0.4% | Added |
| Valmark Advisers, Inc. | 5,339 | $827.0K | 0.01% | +234+4.6% | Added |
| Acorn Wealth Advisors, LLC | 5,333 | $826.0K | 0.52% | +50+0.9% | Added |
| Vivaldi Capital Management, LLC | 5,333 | $826.0K | 0.19% | +541+11.3% | Added |
| Pinnacle Bancorp, Inc. | 5,324 | $825.0K | 0.29% | +125+2.4% | Added |
| Quent Capital, LLC | 5,321 | $824.0K | 0.17% | +5,321 | New |