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; 2,948 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
- 3,373
- +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
- 476
- 1,524 more added
- Sold out
- 152
- 1,077 more reduced
48 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Umb Bank N A | 277,569 | $43.0M | 0.54% | +66,016+31.2% | Added |
| Kestra Advisory Services, LLC | 277,135 | $42.9M | 0.43% | +18,501+7.2% | Added |
| Howland Capital Management LLC | 275,768 | $42.7M | 2.17% | −10,607−3.7% | Reduced |
| M&G Investment Management Ltd | 274,867 | $42.6M | 0.31% | −664,388−70.7% | Reduced |
| Mackay Shields LLC | 271,605 | $42.1M | 0.35% | −6,453−2.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 270,107 | $41.8M | 0.90% | −36,811−12.0% | Reduced |
| Vaughan David Investments LLC | 265,991 | $41.2M | 1.20% | +563+0.2% | Added |
| Banco Santander, S.A. | 264,979 | $41.0M | 0.22% | +27,365+11.5% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 264,117 | $40.9M | 0.12% | −129,762−32.9% | Reduced |
| State of Alaska, Department of Revenue | 263,019 | $40.7M | 0.39% | −15,805−5.7% | Reduced |
| Boston Private Wealth LLC | 257,971 | $40.0M | 0.66% | −3,592−1.4% | Reduced |
| Destination Wealth Management | 257,416 | $39.9M | 1.41% | +7,165+2.9% | Added |
| Capitolis Advisors LLC | 256,407 | $39.7M | 0.24% | +254,976+17,818.0% | Added |
| Provident Investment Management, Inc. | 255,477 | $39.6M | 3.57% | −4,284−1.6% | Reduced |
| Cerity Partners LLC | 27,334 | $39.5M | 0.60% | −194,659−87.7% | Reduced |
| CTC LLC | 254,377 | $39.4M | 0.90% | +84,698+49.9% | Added |
| Heritage Investors Management Corp | 253,987 | $39.3M | 1.53% | +2,530+1.0% | Added |
| Delta Asset Management LLC | 253,306 | $39.2M | 3.46% | +3,786+1.5% | Added |
| Texas Permanent School Fund | 250,632 | $38.8M | 0.48% | −30,082−10.7% | Reduced |
| Greenbrier Partners Capital Management, LLC | 250,000 | $38.7M | 3.33% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 249,815 | $38.7M | 1.74% | +29,330+13.3% | Added |
| Becker Capital Management Inc | 248,819 | $38.5M | 1.52% | +149+0.1% | Added |
| Advisors Capital Management, LLC | 247,275 | $38.3M | 1.04% | +11,288+4.8% | Added |
| Fosse Capital Partners LLP | 246,003 | $38.1M | 18.61% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 244,007 | $38.0M | 0.32% | −10,958−4.3% | Reduced |
| MAI Capital Management | 243,137 | $37.7M | 0.61% | +39,109+19.2% | Added |
| Peapack Gladstone Financial Corp | 242,873 | $37.6M | 0.71% | −4,621−1.9% | Reduced |
| Mutual of America Capital Management LLC | 239,928 | $37.2M | 0.38% | +1,508+0.6% | Added |
| IFM Investors Pty Ltd | 239,578 | $37.1M | 0.68% | −3,028−1.2% | Reduced |
| Stonegate Investment Group, LLC | 239,562 | $37.1M | 1.56% | +239,562 | New |
| Chesley Taft & Associates LLC | 238,543 | $36.9M | 1.91% | −24,405−9.3% | Reduced |
| Captrust Financial Advisors | 236,497 | $36.6M | 0.25% | +5,375+2.3% | Added |
| Artemis Investment Management LLP | 236,555 | $36.6M | 0.27% | +63,585+36.8% | Added |
| Financial Counselors Inc | 236,025 | $36.6M | 0.75% | −20,294−7.9% | Reduced |
| Border to Coast Pensions Partnership Ltd | 235,762 | $36.5M | 1.23% | 00.0% | Unchanged |
| AE Wealth Management LLC | 235,233 | $36.4M | 0.25% | −1,652−0.7% | Reduced |
| Swiss Life Asset Management Ltd | 234,435 | $36.3M | 0.47% | −32,880−12.3% | Reduced |
| B&D White Capital Company, LLC | 232,992 | $36.1M | 11.87% | +144,797+164.2% | Added |
| Premier Fund Managers Ltd | 230,563 | $36.0M | 1.16% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 230,576 | $35.7M | 15.59% | −24,544−9.6% | Reduced |
| Fiduciary Trust Co | 228,868 | $35.4M | 0.58% | −5,842−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 228,081 | $35.3M | 0.37% | +364+0.2% | Added |
| Roffman Miller Associates Inc | 224,841 | $34.8M | 2.36% | +763+0.3% | Added |
| Hosking Partners LLP | 223,993 | $34.7M | 0.84% | −4,293−1.9% | Reduced |
| Barr E S & Co | 221,833 | $34.4M | 2.29% | −3,249−1.4% | Reduced |
| Pinnacle Associates Ltd | 219,129 | $33.9M | 0.59% | +62,606+40.0% | Added |
| Cullen/Frost Bankers, Inc. | 218,703 | $33.9M | 0.64% | −5,616−2.5% | Reduced |
| Employees Retirement System of Texas | 218,500 | $33.8M | 0.38% | −19,000−8.0% | Reduced |
| D. E. Shaw & Co., Inc. | 217,429 | $33.7M | 0.04% | −2,765,029−92.7% | Reduced |
| Corvex Management LP | 217,060 | $33.6M | 1.61% | −165,050−43.2% | Reduced |
| MUFG Securities EMEA plc | 216,914 | $33.6M | 0.70% | −16,900−7.2% | Reduced |
| Waters Parkerson & Co., LLC | 216,660 | $33.6M | 1.77% | +3,431+1.6% | Added |
| Inverness Counsel LLC | 214,140 | $33.2M | 1.22% | −75,977−26.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 212,047 | $32.8M | 0.69% | +1,907+0.9% | Added |
| Metropolitan Life Insurance Co | 212,031 | $32.8M | 0.45% | −6,077−2.8% | Reduced |
| Nan Fung Trinity (HK) Ltd | 211,508 | $32.8M | 7.12% | +56,100+36.1% | Added |
| Tran Capital Management, L.P. | 211,446 | $32.8M | 2.62% | +12,462+6.3% | Added |
| CIBC Asset Management Inc | 209,246 | $32.4M | 0.12% | +21,911+11.7% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 209,162 | $32.4M | 1.73% | +8,862+4.4% | Added |
| Jefferies Group LLC | 209,123 | $32.4M | 0.60% | +89,033+74.1% | Added |
| St Germain D J Co Inc | 207,474 | $32.1M | 1.77% | +84,253+68.4% | Added |
| Glenview Trust Co | 207,238 | $32.1M | 1.06% | +4,832+2.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 206,469 | $32.0M | 0.41% | −12,988−5.9% | Reduced |
| Howard Capital Management Group, LLC | 204,537 | $31.7M | 2.61% | +4,576+2.3% | Added |
| NZS Capital, LLC | 201,176 | $31.2M | 2.73% | +74,682+59.0% | Added |
| Carnegie Capital Asset Management, LLC | 200,934 | $31.1M | 1.03% | +23,524+13.3% | Added |
| Petrus Trust Company, LTA | 200,000 | $31.0M | 3.62% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 197,725 | $30.6M | 3.53% | +3,052+1.6% | Added |
| Brinker Capital Investments, LLC | 195,529 | $30.3M | 0.44% | −6,317−3.1% | Reduced |
| Braun Stacey Associates Inc | 194,885 | $30.2M | 1.10% | −4,483−2.2% | Reduced |
| Taurus Asset Management, LLC | 194,333 | $30.1M | 2.84% | +3,130+1.6% | Added |
| Broad Run Investment Management, LLC | 194,100 | $30.1M | 1.86% | +7,340+3.9% | Added |
| Thrivent Financial for Lutherans | 180,567 | $29.9M | 0.06% | +2,046+1.1% | Added |
| Regions Financial Corp | 191,754 | $29.7M | 0.23% | −83,390−30.3% | Reduced |
| Hartford Investment Management Co | 191,633 | $29.7M | 0.68% | +14,690+8.3% | Added |
| Cetera Advisor Networks LLC | 190,767 | $29.5M | 0.36% | +14,077+8.0% | Added |
| Marathon Trading Investment Management LLC | 190,332 | $29.5M | 12.35% | +163,337+605.1% | Added |
| CORDA Investment Management, LLC. | 190,289 | $29.5M | 2.32% | +16,096+9.2% | Added |
| Tobias Financial Advisors, Inc. | 190,289 | $29.5M | 2.32% | +190,289 | New |
| Country Trust Bank | 188,887 | $29.3M | 0.79% | −1,514−0.8% | Reduced |
| Factory Mutual Insurance Co | 219,806 | $28.9M | 0.42% | −50,699−18.7% | Reduced |
| Palladium Partners LLC | 186,405 | $28.9M | 1.18% | −1,835−1.0% | Reduced |
| Clark Capital Management Group, Inc. | 186,125 | $28.8M | 0.35% | −67,676−26.7% | Reduced |
| South Dakota Investment Council | 185,507 | $28.7M | 0.48% | +4,438+2.5% | Added |
| Richmond Hill Investments, LLC | 185,000 | $28.7M | 9.36% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 183,856 | $28.5M | 1.00% | −2,623−1.4% | Reduced |
| Granite Investment Partners, LLC | 182,202 | $28.2M | 0.82% | +17,050+10.3% | Added |
| Segall Bryant & Hamill, LLC | 182,141 | $28.2M | 0.26% | +3,898+2.2% | Added |
| Ancora Advisors, LLC | 181,641 | $28.1M | 0.67% | −37,222−17.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 181,223 | $28.1M | 2.19% | +177,682+5,017.8% | Added |
| Oppenheimer Asset Management Inc. | 180,783 | $28.0M | 0.37% | +7,118+4.1% | Added |
| Stock Yards Bank & Trust Co | 177,462 | $27.5M | 1.44% | −1,362−0.8% | Reduced |
| Bokf, NA | 175,893 | $27.2M | 0.42% | +19,541+12.5% | Added |
| Lewis Capital Management, LLC | 175,343 | $27.2M | 28.47% | +175,343 | New |
| Leonteq Securities AG | 175,134 | $27.1M | 1.23% | +33,644+23.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 175,000 | $27.1M | 0.32% | −25,000−12.5% | Reduced |
| KCM Investment Advisors LLC | 174,791 | $27.1M | 0.94% | −2,618−1.5% | Reduced |
| Cetera Investment Advisers | 174,685 | $27.1M | 0.39% | +12,866+8.0% | Added |
| Windward Capital Management Co | 173,455 | $26.9M | 2.23% | +242+0.1% | Added |
| Shell Asset Management Co | 171,642 | $26.6M | 0.55% | −14,796−7.9% | Reduced |