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; 2,947 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, Q1 2022
Institutional positions in Walt Disney Co as of Mar 31, 2022. 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
- 3,297
- −38 vs. Q4 2021
- Shares held
- 1.15B
- −17.2M (−1.5%) vs. Q4 2021
- Total value
- $158.8B
- −$23.0B (−12.6%) vs. Q4 2021
- New holders
- 157
- 1,717 more added
- Sold out
- 195
- 1,137 more reduced
38 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,947 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mach-1 Financial Group, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 100 | $0 | 0.00% | +100 | New |
| Old North State Trust, LLC | 6 | $884 | 0.71% | −6,397−99.9% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 10 | $1.37K | 0.00% | −90−90.0% | Reduced |
| NewSquare Capital LLC | 15 | $2.00K | 0.00% | −57−79.2% | Reduced |
| Cedar Wealth Management, LLC | 15 | $2.00K | 0.00% | −5−25.0% | Reduced |
| DRH Investments, Inc. | 16 | $2.00K | 0.00% | +6+60.0% | Added |
| USA Financial Portformulas Corp | 11 | $2.00K | 0.00% | +9+450.0% | Added |
| CFS Investment Advisory Services, LLC | 401,879 | $3.00K | 0.01% | +398,917+13,467.8% | Added |
| Foresight Capital Management Advisors, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 22 | $3.02K | 0.00% | +22 | New |
| Carroll Investors, Inc | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 38 | $5.00K | 0.00% | −931−96.1% | Reduced |
| Regency Capital Management Inc. | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 38 | $5.00K | 0.00% | +6+18.8% | Added |
| Dravo Bay LLC | 39 | $5.35K | 0.00% | +39 | New |
| Longfellow Investment Management Co LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 51 | $7.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 49 | $7.00K | 0.01% | +20+69.0% | Added |
| Trust Co | 60 | $8.00K | 0.00% | −87−59.2% | Reduced |
| Kenfarb & Co. | 59 | $8.00K | 0.01% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 69 | $9.00K | 0.01% | 00.0% | Unchanged |
| First Quadrant L P | 65 | $9.00K | 0.05% | +2+3.2% | Added |
| Atlantic Trust, LLC | 65 | $9.00K | 0.01% | 00.0% | Unchanged |
| Harding Loevner LP | 98 | $10.0K | 0.00% | −1,180,475−100.0% | Reduced |
| Bellwether Advisors, LLC | 77 | $10.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 83 | $11.0K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 102 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 94 | $13.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 93 | $13.0K | 0.01% | 00.0% | Unchanged |
| Huber Capital Management LLC | 100 | $14.0K | 0.00% | −1,700−94.4% | Reduced |
| Halpern Financial, Inc. | 108 | $14.8K | 0.01% | −250−69.8% | Reduced |
| Arcadia Investment Management Corp | 109 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 115 | $16.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 125 | $17.0K | 0.01% | −375−75.0% | Reduced |
| 4Thought Financial Group Inc. | 124 | $17.0K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 132 | $18.0K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 153 | $21.0K | 0.00% | −2,578−94.4% | Reduced |
| Syverson Strege & Co | 160 | $22.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 157 | $22.0K | 0.01% | +157 | New |
| Dark Forest Capital Management LP | 171 | $23.0K | 0.01% | −14−7.6% | Reduced |
| Sandy Cove Advisors, LLC | 165 | $23.0K | 0.02% | −11−6.3% | Reduced |
| Macroview Investment Management LLC | 165 | $23.0K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 172 | $23.0K | 0.02% | +85+97.7% | Added |
| Greenwood Capital Associates LLC | 180 | $25.0K | 0.01% | −90,100−99.8% | Reduced |
| West Financial Advisors, LLC | 181 | $25.0K | 0.01% | −734−80.2% | Reduced |
| GeoWealth Management, LLC | 184 | $25.0K | 0.00% | −72−28.1% | Reduced |
| Clear Perspectives Financial Planning, LLC | 181 | $25.0K | 0.01% | +101+126.3% | Added |
| Financial Enhancement Group LLC | 191 | $26.0K | 0.00% | −37−16.2% | Reduced |
| Delos Wealth Advisors, LLC | 200 | $27.0K | 0.03% | −73−26.7% | Reduced |
| Park Circle Co | 200 | $27.0K | 0.02% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 200 | $27.0K | 0.73% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 207 | $28.0K | 0.01% | +50+31.8% | Added |
| Roble, Belko & Company, Inc | 206 | $28.0K | 0.01% | +101+96.2% | Added |
| FNY Investment Advisers, LLC | 213 | $29.0K | 0.03% | −9,787−97.9% | Reduced |
| Iron Horse Wealth Management, LLC | 208 | $29.0K | 0.02% | −7−3.3% | Reduced |
| Worth Asset Management, LLC | 280 | $29.0K | 0.02% | +280 | New |
| Smith Group Asset Management, LLC | 220 | $30.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 241 | $33.0K | 0.01% | −144−37.4% | Reduced |
| John W. Brooker & Co., CPAs | 244 | $33.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 242 | $33.0K | 0.00% | +103+74.1% | Added |
| Cross Staff Investments Inc | 2,707 | $37.0K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 275 | $37.0K | 0.03% | +171+164.4% | Added |
| Ashburton (Jersey) Ltd | 270 | $38.0K | 0.02% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $38.0K | 0.01% | – | – |
| Karlinski Andrew C | 289 | $40.0K | 0.07% | −1−0.3% | Reduced |
| Interactive Financial Advisors | 300 | $41.0K | 0.02% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 315 | $43.0K | 0.03% | +195+162.5% | Added |
| Cypress Capital Management LLC (WY) | 318 | $44.0K | 0.05% | −276−46.5% | Reduced |
| Strategic Asset Management, LLC | 319 | $44.0K | 0.06% | −92−22.4% | Reduced |
| Advanced Research Investment Solutions, LLC | 331 | $45.0K | 0.02% | +93+39.1% | Added |
| Financial Connections Group, Inc. | 330 | $45.0K | 0.05% | +92+38.7% | Added |
| Stephenson National Bank & Trust | 338 | $46.0K | 0.03% | −300−47.0% | Reduced |
| Kessler Investment Group, LLC | 346 | $47.0K | 0.03% | −1,707−83.1% | Reduced |
| Ulland Investment Advisors, LLC | 344 | $47.0K | 0.04% | −4−1.1% | Reduced |
| Lansing Street Advisors | 363 | $48.0K | 0.03% | +363 | New |
| CarsonAllaria Wealth Management, Ltd. | 360 | $49.0K | 0.04% | +51+16.5% | Added |
| Penserra Capital Management LLC | 385 | $51.0K | 0.00% | −183−32.2% | Reduced |
| Marquette Asset Management, LLC | 369 | $51.0K | 0.01% | +9+2.5% | Added |
| TD Ameritrade Investment Management, LLC | 374 | $51.0K | 0.00% | +48+14.7% | Added |
| Core Wealth Advisors, Inc. | 379 | $52.0K | 0.03% | +80+26.8% | Added |
| HBC Financial Services, PLLC | 465 | $53.0K | 0.04% | +50+12.0% | Added |
| Sageworth Trust Co | 385 | $53.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 389 | $53.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 399 | $55.0K | 0.02% | −134−25.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 442 | $61.0K | 0.02% | −14−3.1% | Reduced |
| Avondale Wealth Management | 457 | $63.0K | 0.07% | +50+12.3% | Added |
| Estate Counselors, LLC | 475 | $65.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 494 | $68.0K | 0.02% | −1,606−76.5% | Reduced |
| Lloyd Advisory Services, LLC. | 493 | $68.0K | 0.03% | +51+11.5% | Added |
| Equitec Proprietary Markets, LLC | 500 | $69.0K | 0.03% | −1,056−67.9% | Reduced |
| Siena Capital LLC | 516 | $71.0K | 0.04% | +516 | New |
| Mascoma Wealth Management LLC | 544 | $75.0K | 0.02% | +66+13.8% | Added |
| Retirement Group, LLC | 548 | $75.0K | 0.03% | +340+163.5% | Added |
| Steward Financial Group LLC | 559 | $76.0K | 0.07% | +28+5.3% | Added |
| WFA Asset Management Corp | 555 | $76.1K | 0.05% | +62+12.6% | Added |