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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 5,294 | $820.0K | 0.19% | +13+0.2% | Added |
| Platte River Wealth Advisors, LLC | 5,196 | $820.0K | 0.28% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,290 | $819.4K | 0.21% | +368+7.5% | Added |
| Corrigan Financial, Inc. | 5,279 | $817.7K | 0.24% | −159−2.9% | Reduced |
| Cordatus Wealth Management LLC | 5,275 | $817.0K | 0.24% | +5,275 | New |
| GYL Financial Synergies, LLC | 5,270 | $816.0K | 0.22% | −256−4.6% | Reduced |
| Econ Financial Services Corp | 5,261 | $815.0K | 0.62% | +5,261 | New |
| Avaii Wealth Management, LLC | 5,265 | $815.0K | 0.82% | +5,265 | New |
| High Net Worth Advisory Group LLC | 5,263 | $815.0K | 0.28% | +5,263 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,252 | $814.0K | 0.01% | +30+0.6% | Added |
| Bellecapital International Ltd. | 5,251 | $813.0K | 0.23% | +280+5.6% | Added |
| Gradient Capital Advisors, LLC | 5,251 | $813.0K | 0.34% | +292+5.9% | Added |
| Little House Capital LLC | 5,214 | $808.0K | 0.43% | −7,831−60.0% | Reduced |
| Wealthquest Corp | 5,215 | $807.0K | 0.12% | −243−4.5% | Reduced |
| TCI Wealth Advisors, Inc. | 5,203 | $806.0K | 0.12% | −351−6.3% | Reduced |
| Paragon Private Wealth Management, LLC | 5,184 | $803.0K | 0.71% | +5,184 | New |
| KC Investment Advisors, LLC | 5,168 | $800.0K | 0.54% | −153−2.9% | Reduced |
| Klingman & Associates, LLC | 5,157 | $799.0K | 0.07% | +125+2.5% | Added |
| Icon Wealth Partners, LLC | 5,151 | $798.0K | 0.08% | −6,152−54.4% | Reduced |
| Paloma Partners Management Co | 5,138 | $796.0K | 0.03% | +5,138 | New |
| Greatmark Investment Partners, Inc. | 5,136 | $795.0K | 0.13% | +41+0.8% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,120 | $793.0K | 0.55% | −5,000−49.4% | Reduced |
| PDS Planning, Inc | 5,121 | $793.0K | 0.15% | −1,107−17.8% | Reduced |
| Peachtree Investment Partners, LLC | 5,095 | $789.0K | 0.33% | −637−11.1% | Reduced |
| Garrett Investment Advisors LLC | 5,081 | $787.0K | 0.20% | +437+9.4% | Added |
| Caxton Corp | 5,082 | $787.0K | 0.64% | +685+15.6% | Added |
| Burton Enright Welch | 5,066 | $784.7K | 0.53% | +5,066 | New |
| KCS Wealth Advisory | 5,059 | $784.0K | 0.31% | −125−2.4% | Reduced |
| PAX Financial Group, LLC | 5,053 | $783.0K | 0.18% | +169+3.5% | Added |
| S.E.E.D. Planning Group LLC | 5,051 | $782.0K | 0.34% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 5,041 | $781.0K | 0.41% | +2,508+99.0% | Added |
| Horizon Investment Services, LLC | 5,036 | $780.0K | 0.36% | −300−5.6% | Reduced |
| Tiemann Investment Advisors, LLC | 5,038 | $780.0K | 0.33% | +55+1.1% | Added |
| Avestar Capital, LLC | 5,019 | $777.0K | 0.14% | −1,451−22.4% | Reduced |
| Foster Group, Inc. | 5,018 | $777.0K | 0.07% | −285−5.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,177 | $777.0K | 0.23% | +33+0.6% | Added |
| Spinnaker Investment Group, LLC | 5,180 | $777.0K | 0.27% | +5,180 | New |
| Future Fund LLC | 5,000 | $774.0K | 0.77% | +5,000 | New |
| Amica Retiree Medical Trust | 4,984 | $772.0K | 0.66% | +2,291+85.1% | Added |
| Bennett Selby Investments LP | 4,973 | $770.0K | 0.44% | +114+2.3% | Added |
| Verity Asset Management, Inc. | 4,960 | $768.0K | 0.45% | +614+14.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,949 | $767.0K | 0.18% | −13−0.3% | Reduced |
| Islay Capital Management, LLC | 4,951 | $767.0K | 0.58% | +384+8.4% | Added |
| Kercheville Advisors, LLC | 4,953 | $767.0K | 0.33% | +555+12.6% | Added |
| Kathleen S. Wright Associates Inc. | 4,949 | $767.0K | 0.56% | +4,949 | New |
| First National Bank of Hutchinson | 4,939 | $765.0K | 0.44% | +55+1.1% | Added |
| Cardiff Park Advisors, LLC | 4,939 | $765.0K | 0.10% | +4,939 | New |
| West Chester Capital Advisors, Inc | 4,932 | $764.0K | 0.52% | −125−2.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 4,923 | $762.0K | 0.20% | −120−2.4% | Reduced |
| Fosun International Ltd | 4,910 | $760.0K | 0.04% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 4,889 | $757.0K | 0.30% | +5+0.1% | Added |
| Pacific Sun Financial Corp | 4,869 | $754.0K | 0.40% | +853+21.2% | Added |
| Cornerstone Wealth Group, LLC | 4,856 | $752.0K | 0.13% | +462+10.5% | Added |
| KRS Capital Management, LLC | 4,861 | $752.0K | 0.64% | +4,861 | New |
| Fortem Financial Group, LLC | 4,849 | $751.0K | 0.34% | −87−1.8% | Reduced |
| Orca Investment Management, LLC | 4,822 | $747.0K | 0.61% | −137−2.8% | Reduced |
| Ellevest, Inc. | 4,821 | $747.0K | 0.07% | +2,444+102.8% | Added |
| Retirement Planning Co of New England, Inc. | 4,820 | $746.0K | 0.36% | +4,820 | New |
| RiverFront Investment Group, LLC | 4,800 | $743.0K | 0.02% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 4,781 | $741.0K | 0.82% | +4,781 | New |
| Legacy Financial Advisors, Inc. | 4,780 | $740.0K | 0.17% | +689+16.8% | Added |
| James Hambro & Partners | 4,758 | $738.0K | 0.05% | −1,639−25.6% | Reduced |
| Northwest Wealth Management, LLC | 4,768 | $738.0K | 0.34% | −11−0.2% | Reduced |
| Windsor Capital Management, LLC | 4,767 | $738.0K | 0.22% | +43+0.9% | Added |
| Intelligent Financial Strategies | 4,762 | $738.0K | 0.66% | +4,762 | New |
| Edgestream Partners, L.P. | 4,755 | $737.0K | 0.05% | −3,583−43.0% | Reduced |
| Alps Advisors Inc | 4,749 | $736.0K | 0.01% | +320+7.2% | Added |
| FinTrust Capital Advisors, LLC | 4,743 | $735.0K | 0.18% | −1,294−21.4% | Reduced |
| Systematic Alpha Investments, LLC | 4,731 | $733.0K | 0.03% | −80−1.7% | Reduced |
| Retirement Income Solutions, Inc | 4,730 | $733.0K | 0.20% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,735 | $733.0K | 0.09% | +542+12.9% | Added |
| Old National Bancorp | 4,709 | $730.0K | 0.03% | −324−6.4% | Reduced |
| South Street Advisors LLC | 4,710 | $730.0K | 0.13% | 00.0% | Unchanged |
| MBA Advisors LLC | 4,715 | $730.0K | 0.45% | +578+14.0% | Added |
| Garner Asset Management Corp | 4,705 | $729.0K | 0.31% | +395+9.2% | Added |
| Periscope Capital Inc. | 4,707 | $728.0K | 0.02% | +4,707 | New |
| Cannon Financial Strategists, Inc. | 4,694 | $727.1K | 0.26% | −257−5.2% | Reduced |
| Curated Wealth Partners LLC | 4,698 | $727.0K | 0.24% | −61−1.3% | Reduced |
| SkyOak Wealth, LLC | 4,693 | $727.0K | 0.18% | +520+12.5% | Added |
| Premier Asset Management LLC | 4,680 | $725.0K | 0.13% | −640−12.0% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,666 | $723.0K | 0.40% | −40−0.8% | Reduced |
| Karn, Couzens & Associates, Inc. | 4,671 | $723.0K | 0.50% | +1,496+47.1% | Added |
| Laraway Financial Inc | 4,670 | $723.0K | 0.65% | +4,670 | New |
| Riverwater Partners LLC | 4,662 | $722.0K | 0.64% | +4,662 | New |
| Gabelli & Co Investment Advisers, Inc. | 4,642 | $719.0K | 0.10% | +10+0.2% | Added |
| MJP Associates Inc | 4,587 | $719.0K | 0.22% | −23−0.5% | Reduced |
| Brookfield Asset Management Inc. | 4,644 | $719.0K | 0.00% | +4,644 | New |
| Cornerstone National Bank & Trust Co | 4,633 | $717.6K | 0.31% | −219−4.5% | Reduced |
| Hixon Zuercher, LLC | 4,618 | $715.0K | 0.36% | +100+2.2% | Added |
| Cottage Street Advisors LLC | 4,610 | $714.0K | 0.40% | −1,686−26.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,611 | $714.0K | 0.35% | +673+17.1% | Added |
| Wealth Architects, LLC | 4,593 | $711.0K | 0.12% | −78−1.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 4,579 | $709.0K | 0.41% | +37+0.8% | Added |
| Golden State Equity Partners | 4,571 | $708.0K | 0.36% | −1,877−29.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,569 | $708.0K | 0.19% | 00.0% | Unchanged |
| SP Asset Management | 4,882 | $705.0K | 0.07% | +307+6.7% | Added |
| Tarbox Family Office, Inc. | 4,545 | $704.0K | 0.12% | −1,212−21.1% | Reduced |
| F/M Investments LLC | 4,544 | $704.0K | 0.52% | 00.0% | Unchanged |
| Marotta Asset Management | 4,530 | $701.6K | 0.16% | +47+1.0% | Added |
| Poehling Capital Management, LLC | 4,522 | $700.0K | 0.23% | 00.0% | Unchanged |