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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 117,607 | $18.2M | 1.29% | −560−0.5% | Reduced |
| Wealthfront Advisers LLC | 117,539 | $18.2M | 0.08% | +15,798+15.5% | Added |
| Hantz Financial Services, Inc. | 116,910 | $18.1M | 0.52% | +5,933+5.3% | Added |
| Kings Point Capital Management | 116,698 | $18.1M | 1.49% | +4,919+4.4% | Added |
| Rheos Capital Works Inc. | 116,400 | $18.0M | 0.79% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 116,102 | $18.0M | 1.29% | +395+0.3% | Added |
| Point72 Asset Management, L.P. | 115,780 | $17.9M | 0.08% | +115,780 | New |
| Vancity Investment Management Ltd | 115,746 | $17.9M | 2.06% | +3,012+2.7% | Added |
| Cornerstone Advisors, LLC | 115,000 | $17.8M | 0.97% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 114,401 | $17.7M | 0.97% | +10,496+10.1% | Added |
| Louisiana State Employees Retirement System | 113,900 | $17.6M | 0.39% | +800+0.7% | Added |
| Guggenheim Capital LLC | 113,216 | $17.5M | 0.09% | +2,858+2.6% | Added |
| Smith, Salley & Associates | 113,112 | $17.5M | 1.24% | +430+0.4% | Added |
| Independent Advisor Alliance | 112,769 | $17.5M | 0.86% | +5,605+5.2% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 128,000 | $17.4M | 1.92% | 00.0% | Unchanged |
| Cetera Advisors LLC | 112,095 | $17.4M | 0.35% | −18,011−13.8% | Reduced |
| Kentucky Retirement Systems | 111,863 | $17.3M | 0.70% | +5,378+5.1% | Added |
| Bragg Financial Advisors, Inc | 102,343 | $17.3M | 1.11% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 111,352 | $17.2M | 0.10% | −2,577−2.3% | Reduced |
| Stratos Wealth Partners, LTD. | 111,254 | $17.2M | 0.38% | +3,560+3.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 111,050 | $17.2M | 0.33% | +104,378+1,564.4% | Added |
| New Mexico Educational Retirement Board | 110,955 | $17.2M | 0.58% | −7,900−6.6% | Reduced |
| Bollard Group LLC | 110,628 | $17.1M | 0.55% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 110,050 | $17.0M | 0.71% | −1,081−1.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 109,987 | $17.0M | 3.02% | +1,087+1.0% | Added |
| Manitou Investment Management Ltd. | 109,579 | $17.0M | 2.72% | +23,599+27.4% | Added |
| Azimuth Capital Management LLC | 108,964 | $16.9M | 0.68% | +1,050+1.0% | Added |
| Rempart Asset Management Inc. | 108,208 | $16.8M | 3.18% | +1,724+1.6% | Added |
| Zacks Investment Management | 107,859 | $16.7M | 0.23% | +2,533+2.4% | Added |
| Schonfeld Strategic Advisors LLC | 107,500 | $16.7M | 0.16% | +105,006+4,210.3% | Added |
| National Asset Management, Inc. | 108,176 | $16.6M | 0.48% | −5,501−4.8% | Reduced |
| Sigma Planning Corp | 107,285 | $16.6M | 0.47% | −6,041−5.3% | Reduced |
| Dundas Partners LLP | 107,433 | $16.5M | 2.05% | 00.0% | Unchanged |
| Colonial Trust Advisors | 105,809 | $16.4M | 1.83% | −342−0.3% | Reduced |
| Adams Diversified Equity Fund, Inc. | 105,800 | $16.4M | 0.62% | 00.0% | Unchanged |
| Manning & Napier Group, LLC | 105,169 | $16.3M | 0.14% | −18,297−14.8% | Reduced |
| Kingsview Wealth Management, LLC | 105,100 | $16.3M | 0.68% | +8,995+9.4% | Added |
| First American Bank | 105,083 | $16.3M | 0.86% | +1,676+1.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 104,934 | $16.3M | 0.24% | −140,066−57.2% | Reduced |
| Washington Trust Co | 104,493 | $16.2M | 0.61% | −162,813−60.9% | Reduced |
| CSM Advisors, LLC | 103,876 | $16.1M | 1.08% | −425−0.4% | Reduced |
| Boston Common Asset Management, LLC | 103,845 | $16.1M | 0.65% | −386−0.4% | Reduced |
| Busey Wealth Management | 103,645 | $16.1M | 0.61% | −4,761−4.4% | Reduced |
| Atria Investments LLC | 103,479 | $16.0M | 0.29% | −400.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 103,267 | $16.0M | 1.29% | +161+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 101,217 | $16.0M | 0.88% | +101,217 | New |
| Steward Partners Investment Advisory, LLC | 102,861 | $15.9M | 0.24% | −7,300−6.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 102,649 | $15.9M | 0.08% | −2,043−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 102,182 | $15.8M | 0.34% | −2,113−2.0% | Reduced |
| Triodos Investment Management BV | 101,880 | $15.8M | 2.06% | −7,100−6.5% | Reduced |
| Salem Investment Counselors Inc | 101,649 | $15.7M | 0.55% | +3,624+3.7% | Added |
| Archon Partners LLC | 101,500 | $15.7M | 1.92% | 00.0% | Unchanged |
| Osher Van de Voorde Investment Management | 101,418 | $15.7M | 3.47% | +4,255+4.4% | Added |
| Lincoln Capital LLC | 100,302 | $15.5M | 3.84% | +1,238+1.2% | Added |
| North Star Asset Management Inc | 100,098 | $15.5M | 0.78% | +6,315+6.7% | Added |
| Gifford Fong Associates | 100,020 | $15.5M | 2.71% | 00.0% | Unchanged |
| Cypress Capital, LLC | 99,547 | $15.4M | 1.76% | +270+0.3% | Added |
| CWA Asset Management Group, LLC | 99,506 | $15.4M | 1.14% | −1,835−1.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 98,746 | $15.3M | 1.94% | +2,033+2.1% | Added |
| Venture Visionary Partners LLC | 99,104 | $15.3M | 0.99% | +950+1.0% | Added |
| Stewart & Patten Co LLC | 98,506 | $15.3M | 2.28% | +2,641+2.8% | Added |
| People's United Financial, Inc. | 97,727 | $15.1M | 0.36% | −21,370−17.9% | Reduced |
| Dowling & Yahnke LLC | 97,509 | $15.1M | 0.73% | −3,003−3.0% | Reduced |
| Wedbush Securities Inc | 96,405 | $14.9M | 0.64% | −952−1.0% | Reduced |
| Jacobs & Co | 96,157 | $14.9M | 1.54% | +2,005+2.1% | Added |
| Round Hill Asset Management | 95,344 | $14.8M | 7.41% | −115−0.1% | Reduced |
| FineMark National Bank & Trust | 95,144 | $14.7M | 0.56% | −3,156−3.2% | Reduced |
| Lathrop Investment Management Corp | 94,911 | $14.7M | 2.89% | −133−0.1% | Reduced |
| MMBG Investment Advisors Co. | 94,815 | $14.7M | 1.41% | +94,815 | New |
| Highland Capital Management, LLC | 94,464 | $14.6M | 0.83% | −378−0.4% | Reduced |
| Pacer Advisors, Inc. | 94,399 | $14.6M | 0.15% | −108−0.1% | Reduced |
| Tufton Capital Management | 94,334 | $14.6M | 2.24% | +1,043+1.1% | Added |
| Alberta Investment Management Corp | 94,200 | $14.6M | 0.09% | −21,200−18.4% | Reduced |
| Spearhead Capital Advisors, LLC | 93,756 | $14.5M | 1.75% | −16,786−15.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 93,749 | $14.5M | 0.78% | +62,082+196.0% | Added |
| Papp L Roy & Associates | 93,149 | $14.4M | 1.65% | +8,866+10.5% | Added |
| Asset Advisors Investment Management, LLC | 92,840 | $14.4M | 1.45% | −662−0.7% | Reduced |
| CCM Investment Advisers LLC | 92,417 | $14.3M | 1.74% | +2,490+2.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 92,298 | $14.3M | 0.27% | −1,264−1.4% | Reduced |
| Bailard, Inc. | 92,172 | $14.3M | 0.46% | −1,050−1.1% | Reduced |
| Banque Cantonale Vaudoise | 92,096 | $14.3M | 0.56% | +7,326+8.6% | Added |
| Snowden Capital Advisors LLC | 92,065 | $14.3M | 0.73% | −979−1.1% | Reduced |
| Trust Co of Virginia | 91,922 | $14.2M | 1.42% | −161−0.2% | Reduced |
| General American Investors Co Inc | 91,478 | $14.2M | 1.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 91,342 | $14.1M | 0.21% | +43,144+89.5% | Added |
| Stillwater Capital Advisors, LLC | 90,764 | $14.1M | 2.14% | −945−1.0% | Reduced |
| Amussen Hunsaker Associates LLC | 90,145 | $14.0M | 3.34% | +3,162+3.6% | Added |
| Founders Capital Management, LLC | 90,623 | $14.0M | 3.04% | −1,891−2.0% | Reduced |
| Central Trust Co | 90,500 | $14.0M | 0.40% | −5,474−5.7% | Reduced |
| Greenwood Capital Associates LLC | 90,280 | $14.0M | 1.98% | +3,419+3.9% | Added |
| Gabalex Capital Management LLC | 90,000 | $13.9M | 5.92% | +40,000+80.0% | Added |
| Gilder Gagnon Howe & Co LLC | 89,767 | $13.9M | 0.08% | −3,160−3.4% | Reduced |
| Nomura Holdings Inc | 88,074 | $13.9M | 0.08% | −95,567−52.0% | Reduced |
| Covington Capital Management | 89,608 | $13.9M | 0.48% | −422−0.5% | Reduced |
| LVM Capital Management Ltd | 89,384 | $13.8M | 1.85% | +673+0.8% | Added |
| Grassi Investment Management | 89,294 | $13.8M | 1.40% | +75+0.1% | Added |
| Private Asset Management Inc | 89,296 | $13.8M | 1.70% | +1,820+2.1% | Added |
| E. Ohman J:or Asset Management AB | 89,000 | $13.8M | 0.40% | +7,000+8.5% | Added |
| Greenwood Gearhart Inc | 88,919 | $13.8M | 1.90% | +6,472+7.8% | Added |
| Highside Global Management LLC | 88,700 | $13.7M | 5.42% | 00.0% | Unchanged |