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, 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
- 3,298
- −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 | 2,948 | $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, 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 |
|---|---|---|---|---|---|
| Klingman & Associates, LLC | 4,725 | $649.0K | 0.06% | −432−8.4% | Reduced |
| Retirement Income Solutions, Inc | 4,730 | $649.0K | 0.18% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 4,731 | $649.0K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,736 | $650.0K | 0.33% | +165+3.6% | Added |
| Poehling Capital Management, LLC | 4,749 | $651.0K | 0.20% | +227+5.0% | Added |
| Orrstown Financial Services Inc | 4,756 | $652.0K | 1.22% | −984−17.1% | Reduced |
| Summit Global Investments | 4,754 | $652.0K | 0.05% | +676+16.6% | Added |
| CMG Global Holdings, LLC | 4,760 | $653.0K | 0.53% | −1,215−20.3% | Reduced |
| Intelligent Financial Strategies | 4,762 | $653.0K | 0.64% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 4,770 | $654.0K | 0.18% | +1,480+45.0% | Added |
| Cribstone Capital Management, LLC | 4,771 | $654.0K | 0.36% | +3,243+212.2% | Added |
| Summit Financial Wealth Advisors, LLC | 4,776 | $655.0K | 0.13% | +468+10.9% | Added |
| Regent Peak Wealth Advisors LLC | 4,784 | $656.0K | 0.19% | +215+4.7% | Added |
| Petix & Botte Co | 4,782 | $656.0K | 0.20% | +2,475+107.3% | Added |
| RiverFront Investment Group, LLC | 4,800 | $658.0K | 0.02% | 00.0% | Unchanged |
| MBA Advisors LLC | 4,801 | $658.0K | 0.41% | +86+1.8% | Added |
| Gradient Capital Advisors, LLC | 4,808 | $659.0K | 0.28% | −443−8.4% | Reduced |
| Windsor Capital Management, LLC | 4,843 | $664.0K | 0.21% | +76+1.6% | Added |
| Pacific Center for Financial Services | 4,883 | $670.0K | 0.24% | −6−0.1% | Reduced |
| Financial Sense Advisors, Inc. | 4,883 | $670.0K | 0.25% | +4,883 | New |
| McDaniel Terry & Co | 4,895 | $671.0K | 0.07% | +798+19.5% | Added |
| GYL Financial Synergies, LLC | 4,910 | $673.0K | 0.16% | −360−6.8% | Reduced |
| MJP Associates Inc | 4,911 | $674.0K | 0.17% | +324+7.1% | Added |
| Corundum Group, Inc. | 4,922 | $675.0K | 0.63% | +1,601+48.2% | Added |
| Bellecapital International Ltd. | 4,931 | $676.0K | 0.21% | −320−6.1% | Reduced |
| Titleist Asset Management, Ltd. | 4,938 | $677.0K | 0.14% | −7,523−60.4% | Reduced |
| Options Solutions, LLC | 4,937 | $677.0K | 0.71% | +2,473+100.4% | Added |
| Cardiff Park Advisors, LLC | 4,950 | $679.0K | 0.10% | +11+0.2% | Added |
| American State Bank (Iowa) | 4,951 | $679.1K | 0.47% | +670+15.7% | Added |
| Tiemann Investment Advisors, LLC | 4,960 | $680.0K | 0.31% | −78−1.5% | Reduced |
| Cottage Street Advisors LLC | 4,958 | $680.0K | 0.41% | +348+7.5% | Added |
| Capital One Financial Corp | 4,975 | $682.0K | 0.48% | −4,861−49.4% | Reduced |
| Bennett Selby Investments LP | 4,983 | $683.0K | 0.41% | +10+0.2% | Added |
| SP Asset Management | 4,982 | $683.0K | 0.07% | +100+2.0% | Added |
| Oxinas Partners Wealth Management LLC | 4,988 | $684.0K | 0.43% | −1,045−17.3% | Reduced |
| Amica Retiree Medical Trust | 4,984 | $684.0K | 0.64% | 00.0% | Unchanged |
| Caxton Corp | 5,002 | $686.0K | 0.85% | −80−1.6% | Reduced |
| Monetta Financial Services Inc | 5,000 | $686.0K | 0.57% | +5,000 | New |
| Trivest Advisors Ltd | 5,000 | $686.0K | 0.12% | +5,000 | New |
| TCI Wealth Advisors, Inc. | 5,025 | $689.0K | 0.10% | −178−3.4% | Reduced |
| Foster Group, Inc. | 5,020 | $689.0K | 0.06% | +20.0% | Added |
| Navalign, LLC | 5,984 | $689.0K | 0.29% | +1,596+36.4% | Added |
| BIT Capital GmbH | 5,031 | $690.1K | 0.07% | +4,816+2,240.0% | Added |
| Oarsman Capital, Inc. | 5,049 | $692.0K | 0.27% | +3,368+200.4% | Added |
| SkyOak Wealth, LLC | 5,080 | $697.0K | 0.19% | +387+8.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 5,083 | $697.0K | 0.41% | +815+19.1% | Added |
| CenterStar Asset Management, LLC | – | $698.0K | 0.49% | – | – |
| Verity Asset Management, Inc. | 5,088 | $698.0K | 0.44% | +128+2.6% | Added |
| WealthBridge Capital Management, LLC | 5,086 | $698.0K | 0.26% | +1,134+28.7% | Added |
| Canvas Wealth Advisors, LLC | 6,156 | $699.0K | 0.25% | +2,475+67.2% | Added |
| Taylor & Morgan Wealth Management, LLC | 5,121 | $702.0K | 0.57% | +3,403+198.1% | Added |
| Burton Enright Welch | 5,119 | $702.1K | 0.39% | +53+1.0% | Added |
| Greatmark Investment Partners, Inc. | 5,136 | $704.0K | 0.12% | 00.0% | Unchanged |
| Virginia National Bank | 5,136 | $704.0K | 0.80% | +5,136 | New |
| Crescent Grove Advisors, LLC | 5,145 | $706.0K | 0.07% | −1,097−17.6% | Reduced |
| Oxford Financial Group Ltd | 5,146 | $706.0K | 0.09% | −349−6.4% | Reduced |
| River & Mercantile Investments Ltd | 5,146 | $706.0K | 0.15% | +5,146 | New |
| Peachtree Investment Partners, LLC | 5,161 | $708.0K | 0.33% | +66+1.3% | Added |
| Sloy Dahl & Holst, LLC | 5,165 | $708.0K | 0.12% | +1,619+45.7% | Added |
| Paragon Capital Management Ltd | 5,170 | $709.0K | 0.13% | −409−7.3% | Reduced |
| PAX Financial Group, LLC | 5,171 | $709.0K | 0.16% | +118+2.3% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,177 | $710.0K | 0.21% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 5,200 | $713.2K | 0.23% | −79−1.5% | Reduced |
| High Pointe Capital Management LLC | 5,208 | $714.0K | 0.51% | −460−8.1% | Reduced |
| West Chester Capital Advisors, Inc | 5,204 | $714.0K | 0.52% | +272+5.5% | Added |
| DRW Securities, LLC | 5,231 | $717.0K | 0.18% | −9,667−64.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 5,224 | $717.0K | 0.39% | −684−11.6% | Reduced |
| Thompson Investment Management, Inc. | 5,231 | $717.0K | 0.11% | −505−8.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,237 | $718.0K | 0.00% | −119−2.2% | Reduced |
| KCS Wealth Advisory | 5,234 | $718.0K | 0.33% | +175+3.5% | Added |
| N.E.W. Advisory Services LLC | 3,889 | $718.0K | 0.14% | +558+16.8% | Added |
| Ellis Investment Partners, LLC | 5,254 | $720.0K | 0.17% | −40−0.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,252 | $720.0K | 0.01% | 00.0% | Unchanged |
| LGL Partners, LLC | 5,260 | $721.0K | 0.10% | −1,163−18.1% | Reduced |
| Capital Wealth Planning, LLC | 5,255 | $721.0K | 0.01% | −908−14.7% | Reduced |
| Itau Unibanco Holding S.A. | 5,264 | $722.0K | 0.02% | +1,323+33.6% | Added |
| Pacific Sun Financial Corp | 5,268 | $723.0K | 0.40% | +399+8.2% | Added |
| FinTrust Capital Advisors, LLC | 5,271 | $723.0K | 0.17% | +528+11.1% | Added |
| First Personal Financial Services | 5,276 | $724.0K | 0.17% | −102−1.9% | Reduced |
| Curated Wealth Partners LLC | 4,698 | $727.0K | 0.25% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 5,333 | $731.0K | 0.50% | 00.0% | Unchanged |
| Core Alternative Capital | 5,346 | $733.0K | 0.20% | +4,137+342.2% | Added |
| WealthPLAN Partners, LLC | 6,577 | $734.0K | 0.05% | −2,811−29.9% | Reduced |
| WealthPlan Investment Management, LLC | 6,577 | $734.0K | 0.05% | +6,577 | New |
| Cornerstone Wealth Group, LLC | 5,362 | $735.0K | 0.13% | +506+10.4% | Added |
| HM Capital Management, LLC | 5,360 | $735.0K | 0.27% | +1,601+42.6% | Added |
| Neumann Capital Management, LLC | 5,364 | $736.0K | 0.31% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 5,371 | $737.0K | 0.26% | −13−0.2% | Reduced |
| Wealth Architects, LLC | 5,387 | $739.0K | 0.13% | +794+17.3% | Added |
| First National Bank of South Miami | 5,394 | $740.0K | 0.45% | −518−8.8% | Reduced |
| Valmark Advisers, Inc. | 5,392 | $740.0K | 0.01% | +53+1.0% | Added |
| Vivaldi Capital Management, LLC | 6,938 | $745.0K | 0.19% | +1,605+30.1% | Added |
| Ellevest, Inc. | 5,437 | $746.0K | 0.06% | +616+12.8% | Added |
| Baystate Wealth Management LLC | 5,453 | $748.0K | 0.07% | −220−3.9% | Reduced |
| KRS Capital Management, LLC | 5,456 | $748.0K | 0.81% | +595+12.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,482 | $752.0K | 0.46% | −5,675−50.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 5,487 | $753.0K | 0.46% | −237−4.1% | Reduced |
| Capital City Trust Co | 5,487 | $753.0K | 0.22% | −20−0.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,487 | $753.0K | 0.20% | +564+11.5% | Added |
| Lee Capital Holdings LLC | 5,500 | $754.0K | 0.43% | +1,150+26.4% | Added |