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 |
|---|---|---|---|---|---|
| Baader Bank INC | 54,000 | $8.36M | 0.66% | +54,000 | New |
| Trust Co of Toledo NA | 53,700 | $8.32M | 1.24% | −42−0.1% | Reduced |
| Rothschild Investment Corp | 53,511 | $8.29M | 0.64% | −440−0.8% | Reduced |
| Nelson Capital Management, LLC | 53,485 | $8.28M | 1.53% | −401−0.7% | Reduced |
| Strategy Asset Managers LLC | 53,370 | $8.27M | 2.15% | −940−1.7% | Reduced |
| Community Financial Services Group, LLC | 53,264 | $8.25M | 2.07% | +1,197+2.3% | Added |
| Caldwell Trust Co | 53,255 | $8.25M | 0.95% | +227+0.4% | Added |
| United Asset Strategies, Inc. | 53,106 | $8.23M | 0.98% | +48,360+1,019.0% | Added |
| Winslow Asset Management Inc | 52,954 | $8.20M | 1.45% | +260+0.5% | Added |
| WealthBridge Investment Counsel Inc. | 52,866 | $8.19M | 3.47% | +185+0.4% | Added |
| Motco | 52,813 | $8.18M | 0.51% | +1,334+2.6% | Added |
| Fagan Associates, Inc. | 52,108 | $8.07M | 1.53% | +2,321+4.7% | Added |
| Everence Capital Management Inc | 52,002 | $8.05M | 0.60% | +2,550+5.2% | Added |
| Providence Capital Advisors, LLC | 51,991 | $8.05M | 2.22% | +3,975+8.3% | Added |
| Sara-Bay Financial | 51,979 | $8.05M | 2.42% | +1,282+2.5% | Added |
| Sand Hill Global Advisors, LLC | 51,960 | $8.05M | 0.45% | +631+1.2% | Added |
| Simmons Bank | 51,938 | $8.04M | 0.56% | −2,887−5.3% | Reduced |
| Wade G W & Inc | 51,840 | $8.03M | 0.35% | +363+0.7% | Added |
| Fulcrum Capital LLC | 51,806 | $8.02M | 1.74% | +4,563+9.7% | Added |
| Desjardins Global Asset Management Inc. | 51,672 | $8.00M | 0.69% | +51,672 | New |
| Squarepoint Ops LLC | 51,614 | $7.99M | 0.04% | −268,839−83.9% | Reduced |
| CWM, LLC | 51,572 | $7.99M | 0.06% | +51,572 | New |
| River Wealth Advisors LLC | 51,420 | $7.96M | 1.24% | +2,135+4.3% | Added |
| Schmidt P J Investment Management Inc | 55,634 | $7.95M | 1.59% | +510+0.9% | Added |
| North Growth Management Ltd. | 51,000 | $7.95M | 1.32% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 50,979 | $7.95M | 0.53% | +1,143+2.3% | Added |
| Novare Capital Management LLC | 51,258 | $7.94M | 0.80% | +4,518+9.7% | Added |
| Ethic Inc. | 51,110 | $7.92M | 0.61% | +30,559+148.7% | Added |
| Broderick Brian C | 50,974 | $7.89M | 1.90% | +5,193+11.3% | Added |
| TLW Wealth Management, LLC | 50,599 | $7.84M | 4.18% | +1,200+2.4% | Added |
| Lafayette Investments, Inc. | 50,363 | $7.80M | 1.95% | +3,030+6.4% | Added |
| Massmutual Trust Co FSB | 50,249 | $7.78M | 0.29% | +6,741+15.5% | Added |
| Proem Advisors LLC | 50,000 | $7.75M | 11.15% | −17,000−25.4% | Reduced |
| Van Strum & Towne Inc. | 49,874 | $7.72M | 2.80% | +2,150+4.5% | Added |
| Frontier Wealth Management LLC | 49,820 | $7.72M | 0.51% | −2,077−4.0% | Reduced |
| Kinneret Advisory, LLC | 49,782 | $7.71M | 0.80% | 00.0% | Unchanged |
| Gladius Capital Management LP | 49,781 | $7.71M | 2.59% | +48,825+5,107.2% | Added |
| Security National Bank | 49,574 | $7.68M | 1.74% | +749+1.5% | Added |
| Patten & Patten Inc | 49,546 | $7.67M | 0.53% | +5,690+13.0% | Added |
| Apollon Wealth Management, LLC | 49,412 | $7.65M | 0.62% | +15,628+46.3% | Added |
| Stonebridge Capital Management Inc | 49,351 | $7.64M | 2.66% | −2,210−4.3% | Reduced |
| Columbia Asset Management | 49,283 | $7.63M | 1.56% | +588+1.2% | Added |
| Marietta Wealth Management, LLC | 49,007 | $7.59M | 1.53% | +5,730+13.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 48,985 | $7.59M | 0.71% | +1,390+2.9% | Added |
| Independent Investors Inc | 48,965 | $7.58M | 1.62% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 48,712 | $7.54M | 0.73% | +37,675+341.4% | Added |
| Bourgeon Capital Management LLC | 48,602 | $7.53M | 1.55% | +14,223+41.4% | Added |
| We Are One Seven, LLC | 48,498 | $7.51M | 0.78% | +10,517+27.7% | Added |
| Ar Asset Management Inc | 48,465 | $7.51M | 1.91% | −64−0.1% | Reduced |
| Guardian Capital LP | 48,306 | $7.48M | 0.14% | +6,730+16.2% | Added |
| Equitable Holdings, Inc. | 48,109 | $7.45M | 0.12% | +12,029+33.3% | Added |
| Thompson Siegel & Walmsley LLC | 47,928 | $7.42M | 0.10% | +7,897+19.7% | Added |
| swisspartners Advisors Ltd | 47,208 | $7.41M | 5.29% | +1,680+3.7% | Added |
| KMG Fiduciary Partners, LLC | 47,847 | $7.41M | 1.15% | +7,693+19.2% | Added |
| Signaturefd, LLC | 47,810 | $7.41M | 0.23% | +17,206+56.2% | Added |
| Yarbrough Capital, LLC | 47,781 | $7.40M | 0.40% | +47,781 | New |
| Calamos Wealth Management LLC | 47,687 | $7.39M | 0.54% | −2,482−4.9% | Reduced |
| Ameritas Advisory Services, LLC | 47,548 | $7.37M | 0.27% | +47,548 | New |
| Alpha Omega Wealth Management LLC | 47,378 | $7.36M | 1.13% | +2,447+5.4% | Added |
| Koshinski Asset Management, Inc. | 47,491 | $7.36M | 0.59% | +1,030+2.2% | Added |
| Terry L. Blaker | 47,397 | $7.34M | 0.57% | −14,052−22.9% | Reduced |
| Sonora Investment Management Group, LLC | 47,391 | $7.34M | 0.85% | +47,391 | New |
| Princeton Capital Management LLC | 47,370 | $7.34M | 2.10% | −168−0.4% | Reduced |
| Hoylecohen, LLC | 47,265 | $7.32M | 0.61% | +3,864+8.9% | Added |
| Levin Capital Strategies, L.P. | 47,159 | $7.30M | 0.68% | −316−0.7% | Reduced |
| Key Financial Inc | 47,080 | $7.29M | 3.65% | −72−0.2% | Reduced |
| GFG Capital, LLC | 47,075 | $7.29M | 2.19% | −11,241−19.3% | Reduced |
| Permanens Capital L.P. | 46,966 | $7.28M | 1.15% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 46,912 | $7.27M | 0.46% | −115−0.2% | Reduced |
| Sowell Financial Services LLC | 46,821 | $7.25M | 0.42% | +23,127+97.6% | Added |
| Steel Peak Wealth Management LLC | 46,645 | $7.22M | 0.44% | +1,549+3.4% | Added |
| Chapman Investment Management, LLC | 46,259 | $7.17M | 3.28% | +2,584+5.9% | Added |
| Boyer & Corporon Wealth Management, LLC | 46,137 | $7.15M | 2.10% | +44,641+2,984.0% | Added |
| IMC-Chicago, LLC | 46,116 | $7.14M | 0.29% | +46,116 | New |
| Riverpark Capital Management LLC | 46,088 | $7.14M | 2.57% | −2,036−4.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 46,094 | $7.14M | 0.29% | +416+0.9% | Added |
| Fulton Bank, N.A. | 45,900 | $7.11M | 0.31% | +3,267+7.7% | Added |
| Legal Advantage Investments, Inc. | 45,727 | $7.08M | 4.80% | +4,000+9.6% | Added |
| Lockheed Martin Investment Management Co | 45,721 | $7.08M | 0.38% | +10,100+28.4% | Added |
| Shufro Rose & Co LLC | 45,661 | $7.07M | 0.51% | −2,711−5.6% | Reduced |
| Means Investment Co., Inc. | 45,549 | $7.05M | 1.26% | +3,432+8.1% | Added |
| Puzo Michael J | 45,456 | $7.04M | 1.99% | +1,490+3.4% | Added |
| Brookstone Capital Management | 44,586 | $7.04M | 0.12% | +216+0.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 45,267 | $7.01M | 1.15% | +34,220+309.8% | Added |
| Exchange Capital Management, Inc. | 45,239 | $7.01M | 1.27% | −140−0.3% | Reduced |
| Adell Harriman & Carpenter Inc | 45,194 | $7.00M | 0.65% | −1,031−2.2% | Reduced |
| Tamar Securities, LLC | 45,153 | $6.99M | 2.06% | +3,101+7.4% | Added |
| Atwater Malick LLC | 45,107 | $6.99M | 3.24% | +1,305+3.0% | Added |
| Perennial Advisors, LLC | 45,086 | $6.98M | 1.88% | +1,512+3.5% | Added |
| Avalon Global Asset Management LLC | 45,000 | $6.97M | 2.44% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 45,000 | $6.97M | 2.00% | +38,056+548.0% | Added |
| Bridges Investment Management Inc | 44,975 | $6.97M | 0.20% | −17,202−27.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 44,874 | $6.95M | 1.09% | +432+1.0% | Added |
| Aristotle Atlantic Partners, LLC | 44,755 | $6.93M | 0.40% | +6,913+18.3% | Added |
| Hutchinson Capital Management | 44,715 | $6.93M | 1.54% | +468+1.1% | Added |
| Essex Investment Management Co LLC | 44,707 | $6.92M | 0.79% | −309−0.7% | Reduced |
| Hartford Financial Management Inc. | 44,640 | $6.91M | 1.61% | +740+1.7% | Added |
| BKD Wealth Advisors, LLC | 44,608 | $6.91M | 0.29% | +1,557+3.6% | Added |
| Anderson Hoagland & Co | 50,001 | $6.87M | 0.90% | +17,131+52.1% | Added |
| Farmers National Bank | 44,288 | $6.86M | 2.27% | +2,407+5.7% | Added |