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
- 3,374
- +325 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
- 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 | 3,179 | $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 | 3,298 | $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 |
|---|---|---|---|---|---|
| Connors Investor Services Inc | 88,697 | $13.7M | 1.35% | −5,851−6.2% | Reduced |
| IFP Advisors, Inc | 88,206 | $13.7M | 0.27% | +5,182+6.2% | Added |
| RiverPark Advisors, LLC | 88,396 | $13.7M | 1.65% | +8,397+10.5% | Added |
| Woodstock Corp | 88,369 | $13.7M | 1.43% | +1,411+1.6% | Added |
| Noesis Capital Mangement Corp | 88,120 | $13.6M | 2.75% | −3,983−4.3% | Reduced |
| Jones Financial Companies LLLP | 88,055 | $13.6M | 0.02% | +576+0.7% | Added |
| Autus Asset Management, LLC | 87,444 | $13.5M | 1.36% | +184+0.2% | Added |
| Veritable, L.P. | 87,418 | $13.5M | 0.20% | +642+0.7% | Added |
| Callahan Advisors, LLC | 87,394 | $13.5M | 1.52% | −1,418−1.6% | Reduced |
| Bryn Mawr Trust Co | 87,368 | $13.5M | 0.49% | +5,429+6.6% | Added |
| Clarkston Capital Partners, LLC | 87,268 | $13.5M | 0.23% | +9,473+12.2% | Added |
| Alpha Cubed Investments, LLC | 87,057 | $13.5M | 0.88% | +33,018+61.1% | Added |
| CapWealth Advisors, LLC | 86,935 | $13.5M | 1.37% | +2,904+3.5% | Added |
| Kestra Private Wealth Services, LLC | 86,657 | $13.4M | 0.64% | +4,887+6.0% | Added |
| Roundview Capital LLC | 86,127 | $13.3M | 1.33% | +2,191+2.6% | Added |
| Somerville Kurt F | 85,653 | $13.3M | 1.84% | −780−0.9% | Reduced |
| GW Henssler & Associates Ltd | 85,523 | $13.2M | 0.85% | +251+0.3% | Added |
| Yost Capital Management, LP | 85,476 | $13.2M | 9.33% | +27,500+47.4% | Added |
| Arbor Wealth Management, LLC | 85,143 | $13.2M | 2.89% | +1,188+1.4% | Added |
| Avantax Advisory Services, Inc. | 85,149 | $13.2M | 0.20% | +3,991+4.9% | Added |
| Weatherly Asset Management L. P. | 85,042 | $13.2M | 1.46% | −507−0.6% | Reduced |
| Stonebridge Capital Advisors LLC | 84,771 | $13.1M | 1.45% | +12,600+17.5% | Added |
| Bath Savings Trust Co | 84,292 | $13.1M | 1.36% | −12,283−12.7% | Reduced |
| TownSquare Capital, LLC | 83,816 | $13.0M | 0.33% | −3,644−4.2% | Reduced |
| LS Investment Advisors, LLC | 83,739 | $13.0M | 1.96% | −23,565−22.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 83,583 | $12.9M | 0.30% | +83,583 | New |
| Welch & Forbes LLC | 83,209 | $12.9M | 0.19% | +1,246+1.5% | Added |
| Madison Asset Management, LLC | 83,195 | $12.9M | 0.17% | +30,429+57.7% | Added |
| Edge Wealth Management LLC | 83,113 | $12.9M | 2.36% | +4,642+5.9% | Added |
| Peak Asset Management, LLC | 82,912 | $12.8M | 2.96% | +778+0.9% | Added |
| Lawson Kroeker Investment Management Inc | 82,699 | $12.8M | 3.98% | +390.0% | Added |
| Cim, LLC | 93,812 | $12.8M | 2.39% | −696−0.7% | Reduced |
| Van Cleef Asset Management,Inc | 82,110 | $12.7M | 1.79% | −516−0.6% | Reduced |
| Eagle Ridge Investment Management | 82,027 | $12.7M | 1.33% | +838+1.0% | Added |
| Sanders Morris Harris LLC | 81,145 | $12.7M | 2.20% | +64,453+386.1% | Added |
| Pacific Global Investment Management CO | 81,816 | $12.7M | 2.34% | +765+0.9% | Added |
| Earnest Partners LLC | 81,656 | $12.6M | 0.07% | −5,163−5.9% | Reduced |
| Advisory Services Network, LLC | 81,612 | $12.6M | 0.36% | −6,904−7.8% | Reduced |
| M&R Capital Management Inc | 81,592 | $12.6M | 2.62% | −3,008−3.6% | Reduced |
| Stewart Asset Management, LLC | 81,538 | $12.6M | 6.74% | −4,825−5.6% | Reduced |
| Twin Tree Management, LP | 81,307 | $12.6M | 0.31% | −37,444−31.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 81,227 | $12.6M | 0.66% | +681+0.8% | Added |
| Brown Brothers Harriman & Co | 80,973 | $12.5M | 0.07% | +3,432+4.4% | Added |
| Washington Trust Bank | 80,727 | $12.5M | 1.21% | +421+0.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 80,641 | $12.5M | 1.88% | +3,323+4.3% | Added |
| Exchange Traded Concepts, LLC | 80,646 | $12.5M | 0.24% | +64,795+408.8% | Added |
| Cabot Wealth Management Inc | 80,558 | $12.5M | 1.58% | −868−1.1% | Reduced |
| Spire Wealth Management | 80,263 | $12.4M | 0.28% | −54,297−40.4% | Reduced |
| Cresset Asset Management, LLC | 80,133 | $12.4M | 0.12% | −574−0.7% | Reduced |
| Shellback Capital, LP | 80,000 | $12.4M | 0.72% | +20,000+33.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 79,936 | $12.4M | 0.77% | +1,724+2.2% | Added |
| Baxter Bros Inc | 79,812 | $12.4M | 1.79% | +1,601+2.0% | Added |
| BLB&B Advisors, LLC | 79,077 | $12.2M | 0.80% | +621+0.8% | Added |
| Boston Trust Walden Corp | 79,041 | $12.2M | 0.10% | −8,711−9.9% | Reduced |
| Carret Asset Management, LLC | 78,936 | $12.2M | 1.35% | −314−0.4% | Reduced |
| West Coast Financial LLC | 78,773 | $12.2M | 1.75% | +10,941+16.1% | Added |
| Galibier Capital Management Ltd. | 78,548 | $12.2M | 1.74% | +78,548 | New |
| Burns J W & Co Inc | 78,226 | $12.1M | 1.75% | −629−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 77,409 | $12.0M | 1.01% | +499+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 77,317 | $12.0M | 0.95% | +2,065+2.7% | Added |
| Pittenger & Anderson Inc | 77,221 | $12.0M | 0.55% | −30,389−28.2% | Reduced |
| Force Hill Capital Management LP | 77,160 | $12.0M | 3.55% | +77,160 | New |
| Atlantic Union Bankshares Corp | 76,898 | $11.9M | 1.01% | +2,961+4.0% | Added |
| Brightworth | 76,845 | $11.9M | 1.09% | +7,191+10.3% | Added |
| Evergreen Capital Management LLC | 76,770 | $11.9M | 0.48% | +3,734+5.1% | Added |
| Appleton Partners Inc | 76,658 | $11.9M | 0.89% | +864+1.1% | Added |
| First National Bank of Omaha | 76,628 | $11.9M | 0.57% | −1,464−1.9% | Reduced |
| Strategic Wealth Advisors Group, LLC | 75,853 | $11.9M | 0.56% | −6,569−8.0% | Reduced |
| Iyo Bank, Ltd. | 75,940 | $11.8M | 3.59% | +75,940 | New |
| Exencial Wealth Advisors, LLC | 75,851 | $11.7M | 0.57% | +12,861+20.4% | Added |
| Credit Agricole S A | 75,822 | $11.7M | 0.39% | +13,799+22.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 75,446 | $11.7M | 0.41% | +2,979+4.1% | Added |
| Berkshire Asset Management LLC | 74,951 | $11.6M | 0.71% | −3,769−4.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 74,954 | $11.6M | 1.01% | −2,147−2.8% | Reduced |
| Griffin Asset Management, Inc. | 74,764 | $11.6M | 1.44% | +11,280+17.8% | Added |
| Mitchell Sinkler & Starr | 74,581 | $11.6M | 3.43% | +65,094+686.1% | Added |
| Bessemer Group Inc | 74,532 | $11.5M | 0.02% | −68−0.1% | Reduced |
| Albion Financial Group | 74,657 | $11.5M | 0.91% | +2,269+3.1% | Added |
| Westchester Capital Management, Inc. | 74,373 | $11.5M | 2.94% | +4,025+5.7% | Added |
| Doyle Wealth Management | 74,214 | $11.5M | 0.82% | +796+1.1% | Added |
| Moors & Cabot, Inc. | 74,209 | $11.5M | 0.71% | +4,131+5.9% | Added |
| RNC Capital Management LLC | 74,011 | $11.5M | 0.57% | +10,681+16.9% | Added |
| Lowe Brockenbrough & Co Inc | 73,942 | $11.5M | 0.84% | −2,350−3.1% | Reduced |
| Foster Dykema Cabot & Co Inc | 73,744 | $11.4M | 1.29% | −20,669−21.9% | Reduced |
| Kanawha Capital Management LLC | 73,703 | $11.4M | 0.96% | +2,975+4.2% | Added |
| Perigon Wealth Management, LLC | 73,557 | $11.4M | 0.82% | −502−0.7% | Reduced |
| Live Oak Private Wealth LLC | 73,428 | $11.4M | 2.13% | +4,078+5.9% | Added |
| Dillon & Associates Inc | 73,363 | $11.4M | 1.98% | +76+0.1% | Added |
| Narwhal Capital Management | 73,409 | $11.4M | 1.30% | +2,468+3.5% | Added |
| Marco Investment Management LLC | 73,381 | $11.4M | 1.12% | +2,676+3.8% | Added |
| DuPont Capital Management Corp | 72,940 | $11.3M | 0.40% | −51,515−41.4% | Reduced |
| Telos Capital Management, Inc. | 72,429 | $11.2M | 1.40% | +6,536+9.9% | Added |
| Hancock Whitney Corp | 72,380 | $11.2M | 0.35% | −58,724−44.8% | Reduced |
| Kayak Investment Partners LLC | 72,049 | $11.2M | 4.50% | −78,326−52.1% | Reduced |
| Philadelphia Trust Co | 71,890 | $11.1M | 0.81% | −4,737−6.2% | Reduced |
| Beaumont Financial Partners, LLC | 71,546 | $11.1M | 0.80% | −1,111−1.5% | Reduced |
| Pentwater Capital Management LP | 71,200 | $11.0M | 0.17% | −3,800−5.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 71,157 | $11.0M | 1.20% | +4,019+6.0% | Added |
| Advisor Partners LLC | 70,856 | $11.0M | 0.66% | −6,748−8.7% | Reduced |
| Murphy Capital Management Inc | 70,639 | $10.9M | 1.18% | −2,852−3.9% | Reduced |