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 |
|---|---|---|---|---|---|
| Howard Hughes Medical Institute | 70,000 | $10.8M | 4.25% | 00.0% | Unchanged |
| Heathbridge Capital Management Ltd. | 69,875 | $10.8M | 3.10% | −350−0.5% | Reduced |
| Titan Global Capital Management USA LLC | 69,540 | $10.8M | 1.78% | −61,720−47.0% | Reduced |
| Guyasuta Investment Advisors Inc | 69,411 | $10.8M | 0.70% | +5,521+8.6% | Added |
| Congress Wealth Management LLC | 69,293 | $10.7M | 0.21% | +69,293 | New |
| Benjamin F. Edwards & Company, Inc. | 69,172 | $10.7M | 0.48% | +2,280+3.4% | Added |
| RPG Investment Advisory, LLC | 68,996 | $10.7M | 1.66% | +3,357+5.1% | Added |
| Parsons Capital Management Inc | 68,955 | $10.7M | 0.77% | −146−0.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 68,876 | $10.7M | 2.42% | +2,500+3.8% | Added |
| Covington Investment Advisors Inc. | 68,301 | $10.6M | 2.16% | +1,047+1.6% | Added |
| Vantage Investment Partners, LLC | 68,266 | $10.6M | 0.54% | +65,000+1,990.2% | Added |
| Janney Capital Management LLC | 68,240 | $10.6M | 0.69% | +10,275+17.7% | Added |
| First Financial Bank - Trust Division | 68,152 | $10.6M | 1.07% | +118+0.2% | Added |
| Girard Partners Ltd. | 68,152 | $10.6M | 1.15% | +764+1.1% | Added |
| Osborne Partners Capital Management, LLC | 68,152 | $10.6M | 0.77% | +3,112+4.8% | Added |
| Olstein Capital Management, L.P. | 68,000 | $10.5M | 1.26% | +13,000+23.6% | Added |
| Baker Chad R | 67,675 | $10.5M | 2.17% | 00.0% | Unchanged |
| Sepio Capital, LP | 67,541 | $10.5M | 0.78% | +21,001+45.1% | Added |
| Torray LLC | 67,216 | $10.4M | 1.54% | −9,599−12.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 66,981 | $10.4M | 0.22% | −4,737−6.6% | Reduced |
| Lincoln National Corp | 66,765 | $10.3M | 0.21% | +2,157+3.3% | Added |
| Schwerin Boyle Capital Management Inc | 66,650 | $10.3M | 0.84% | −625−0.9% | Reduced |
| Lyell Wealth Management, LP | 66,625 | $10.3M | 1.18% | +1,349+2.1% | Added |
| Matthew Goff Investment Advisor, LLC | 66,544 | $10.3M | 2.36% | +192+0.3% | Added |
| Nixon Capital, LLC | 66,346 | $10.3M | 4.71% | +265+0.4% | Added |
| Edgemoor Investment Advisors, Inc. | 66,172 | $10.2M | 1.05% | −628−0.9% | Reduced |
| Montag A & Associates Inc | 65,938 | $10.2M | 0.50% | −2,901−4.2% | Reduced |
| Bank of the West | 65,766 | $10.2M | 0.96% | +15,766+31.5% | Added |
| Bridgeway Capital Management, LLC | 65,715 | $10.2M | 0.19% | +5,800+9.7% | Added |
| American Portfolios Advisors | 65,581 | $10.2M | 0.34% | +2,551+4.0% | Added |
| Kelly Lawrence W & Associates Inc | 65,556 | $10.2M | 2.01% | +172+0.3% | Added |
| Buckingham Capital Management, Inc. | 65,330 | $10.1M | 1.57% | +3,107+5.0% | Added |
| Allen Capital Group, LLC | 65,296 | $10.1M | 1.42% | +51,682+379.6% | Added |
| HM Payson & Co | 65,195 | $10.1M | 0.22% | −4,331−6.2% | Reduced |
| First Nebraska Trust Co | 65,170 | $10.1M | 1.21% | −1,654−2.5% | Reduced |
| Shelton Capital Management | 65,129 | $10.1M | 0.36% | +18,471+39.6% | Added |
| PFS Investments Inc. | 65,030 | $10.1M | 0.20% | +21,049+47.9% | Added |
| Northwest & Ethical Investments L.P. | 65,016 | $10.1M | 0.30% | 00.0% | Unchanged |
| Parthenon LLC | 65,009 | $10.1M | 1.41% | −1,176−1.8% | Reduced |
| Freestone Capital Holdings, LLC | 64,952 | $10.1M | 0.43% | +2,155+3.4% | Added |
| Brewin Dolphin Wealth Management Ltd | 64,741 | $10.0M | 1.08% | +3,692+6.0% | Added |
| Cubist Systematic Strategies, LLC | 64,266 | $9.95M | 0.09% | +19,398+43.2% | Added |
| Mutual Advisors, LLC | 64,120 | $9.93M | 0.53% | +4,728+8.0% | Added |
| Valeo Financial Advisors, LLC | 94,539 | $9.93M | 0.54% | +2,755+3.0% | Added |
| Palisade Capital Management LLC | 64,032 | $9.92M | 0.20% | −12,242−16.1% | Reduced |
| Belpointe Asset Management LLC | 64,030 | $9.92M | 0.62% | +30,971+93.7% | Added |
| Capital Investment Advisors, LLC | 63,836 | $9.89M | 0.30% | +2,813+4.6% | Added |
| Argent Trust Co | 63,591 | $9.85M | 0.58% | +1,664+2.7% | Added |
| Integrated Wealth Concepts LLC | 63,367 | $9.81M | 0.29% | +1,214+2.0% | Added |
| Pioneer Trust Bank N A | 63,237 | $9.79M | 2.55% | +1,830+3.0% | Added |
| 1st Source Bank | 63,037 | $9.76M | 0.57% | +605+1.0% | Added |
| AQR Capital Management LLC | 63,018 | $9.76M | 0.02% | −10,919−14.8% | Reduced |
| Anchor Investment Management, LLC | 62,725 | $9.72M | 1.21% | −658−1.0% | Reduced |
| Stelac Advisory Services LLC | 62,715 | $9.71M | 2.63% | −2,581−4.0% | Reduced |
| Norris Perne & French LLP | 62,706 | $9.71M | 0.75% | +6,591+11.7% | Added |
| Curi Capital | 62,023 | $9.61M | 1.66% | +60,334+3,572.2% | Added |
| Addenda Capital Inc. | 61,062 | $9.46M | 0.41% | −139−0.2% | Reduced |
| McCollum Christoferson Group LLC | 61,054 | $9.46M | 2.13% | +393+0.6% | Added |
| Advisors Asset Management, Inc. | 61,017 | $9.45M | 0.13% | −6,002−9.0% | Reduced |
| Impax Asset Management Group plc | 60,744 | $9.41M | 0.03% | +2,403+4.1% | Added |
| Annex Advisory Services, LLC | 60,703 | $9.40M | 0.64% | +23,480+63.1% | Added |
| Waratah Capital Advisors Ltd. | 60,575 | $9.38M | 0.44% | −57,816−48.8% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 59,897 | $9.31M | 1.49% | −2,627−4.2% | Reduced |
| Unigestion Holding SA | 59,597 | $9.23M | 0.38% | −76,549−56.2% | Reduced |
| Cramer Rosenthal McGlynn LLC | 59,544 | $9.22M | 0.30% | +8,701+17.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 59,364 | $9.20M | 2.24% | +4,896+9.0% | Added |
| Wetherby Asset Management Inc | 59,162 | $9.16M | 0.52% | −41−0.1% | Reduced |
| Parkside Investments, LLC | 58,973 | $9.13M | 1.76% | −1,850−3.0% | Reduced |
| Leavell Investment Management, Inc. | 58,914 | $9.13M | 0.61% | +677+1.2% | Added |
| BTC Capital Management, Inc. | 58,743 | $9.09M | 0.90% | +2,393+4.2% | Added |
| Northeast Financial Consultants Inc | 58,636 | $9.08M | 0.55% | −1,755−2.9% | Reduced |
| Lido Advisors, LLC | 58,249 | $9.08M | 0.17% | +10,394+21.7% | Added |
| Courier Capital LLC | 58,615 | $9.08M | 0.84% | −681−1.1% | Reduced |
| Telemus Capital, LLC | 58,322 | $9.03M | 0.73% | +939+1.6% | Added |
| South State Corp. | 58,293 | $9.03M | 0.70% | +626+1.1% | Added |
| Schnieders Capital Management LLC | 58,001 | $8.98M | 2.10% | −31−0.1% | Reduced |
| Eagle Global Advisors LLC | 57,987 | $8.98M | 0.57% | −1,288−2.2% | Reduced |
| Forbes J M & Co LLP | 57,611 | $8.92M | 1.02% | −297−0.5% | Reduced |
| Harbor Advisors LLC | 57,138 | $8.85M | 1.65% | +1,000+1.8% | Added |
| Graypoint LLC | 57,012 | $8.83M | 0.93% | +1,235+2.2% | Added |
| Campbell Capital Management Inc | 57,015 | $8.83M | 3.64% | +18,890+49.5% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 56,988 | $8.83M | 2.60% | +2,397+4.4% | Added |
| Toth Financial Advisory Corp | 56,626 | $8.77M | 1.20% | −148−0.3% | Reduced |
| City Holding Co | 59,076 | $8.77M | 1.46% | +4,228+7.7% | Added |
| Richard Bernstein Advisors LLC | 56,436 | $8.74M | 0.17% | +32,322+134.0% | Added |
| Blume Capital Management, Inc. | 56,390 | $8.73M | 2.88% | +8,359+17.4% | Added |
| Country Club Trust Company, n.a. | 55,919 | $8.72M | 0.69% | −35−0.1% | Reduced |
| Bard Financial Services, Inc. | 56,278 | $8.72M | 0.70% | +125+0.2% | Added |
| Ameritas Investment Partners, Inc. | 56,118 | $8.69M | 0.29% | −593−1.0% | Reduced |
| EULAV Asset Management | 56,008 | $8.68M | 0.22% | −4,049−6.7% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 55,500 | $8.60M | 0.07% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 55,367 | $8.58M | 2.75% | +1,827+3.4% | Added |
| Vision Capital Management, Inc. | 55,219 | $8.55M | 1.28% | +6,227+12.7% | Added |
| Pacific Heights Asset Management LLC | 55,000 | $8.52M | 0.72% | 00.0% | Unchanged |
| NBT Bank N A | 54,992 | $8.52M | 1.09% | −39−0.1% | Reduced |
| First National Trust Co | 54,886 | $8.50M | 0.45% | −3,147−5.4% | Reduced |
| Clearstead Advisors, LLC | 54,629 | $8.46M | 0.58% | +2,255+4.3% | Added |
| GHP Investment Advisors, Inc. | 54,511 | $8.44M | 0.60% | −301−0.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 54,360 | $8.42M | 1.74% | +1,286+2.4% | Added |
| First Horizon Advisors, Inc. | 54,370 | $8.42M | 0.25% | −32,962−37.7% | Reduced |