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 |
|---|---|---|---|---|---|
| Lumina Fund Management LLC | 5,500 | $754.0K | 0.30% | +5,500 | New |
| Financial Perspectives, Inc | 5,498 | $754.1K | 0.35% | +104+1.9% | Added |
| Cardinal Strategic Wealth Guidance | 5,476 | $755.0K | 0.35% | −110−2.0% | Reduced |
| Colonial River Wealth Management, LLC | 5,505 | $755.0K | 0.44% | +128+2.4% | Added |
| Shulman DeMeo Asset Management LLC | 5,510 | $756.0K | 0.21% | −6−0.1% | Reduced |
| Spinnaker Investment Group, LLC | 5,312 | $757.0K | 0.25% | +132+2.5% | Added |
| Signature Wealth Management Partners, LLC | 5,518 | $757.0K | 0.65% | +1,631+42.0% | Added |
| Sigma Investment Counselors Inc | 5,528 | $758.0K | 0.05% | −194−3.4% | Reduced |
| EagleClaw Capital Managment, LLC | 5,533 | $759.0K | 0.17% | −7,485−57.5% | Reduced |
| TSFG, LLC | 5,533 | $759.0K | 0.27% | −121−2.1% | Reduced |
| PSI Advisors, LLC | 5,535 | $759.0K | 0.31% | +132+2.4% | Added |
| Silver Oak Securities, Inc | 5,758 | $759.0K | 0.15% | +5,758 | New |
| MTM Investment Management, LLC | 5,543 | $760.0K | 0.37% | +82+1.5% | Added |
| Viewpoint Capital Management LLC | 5,549 | $761.0K | 0.59% | −380−6.4% | Reduced |
| Fiera Capital Corp | 5,543 | $761.0K | 0.00% | −318−5.4% | Reduced |
| Advus Financial Partners, LLC | 5,563 | $763.1K | 0.39% | +5,563 | New |
| Linscomb & Williams, Inc. | 5,582 | $766.0K | 0.04% | +106+1.9% | Added |
| Glen Eagle Advisors, LLC | 5,590 | $766.8K | 0.20% | +300+5.7% | Added |
| First National Bank of Hutchinson | 5,600 | $768.0K | 0.45% | +661+13.4% | Added |
| Granger Management LLC | 5,606 | $769.0K | 0.20% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,608 | $769.0K | 0.07% | +5,608 | New |
| Evermay Wealth Management LLC | 5,618 | $771.0K | 0.13% | +149+2.7% | Added |
| Foster & Motley Inc | 5,625 | $772.0K | 0.06% | −356−6.0% | Reduced |
| Lifeworks Advisors, LLC | 5,651 | $775.0K | 0.51% | −3,133−35.7% | Reduced |
| Eclectic Associates Inc | 5,652 | $775.0K | 0.49% | −1,038−15.5% | Reduced |
| LifeSteps Financial, Inc. | 5,668 | $777.0K | 0.57% | −1,668−22.7% | Reduced |
| Gray Wealth Management Inc. | 5,665 | $777.0K | 0.40% | −730−11.4% | Reduced |
| LCM Capital Management Inc | 5,672 | $778.0K | 0.63% | +99+1.8% | Added |
| Youngs Advisory Group, Inc. | 5,677 | $779.0K | 0.45% | +35+0.6% | Added |
| Tru Independence Asset Management 2, LLC | 5,680 | $779.0K | 0.45% | +639+12.7% | Added |
| BCGM Wealth Management, LLC | 6,998 | $781.0K | 0.42% | +239+3.5% | Added |
| PRW Wealth Management LLC | 5,705 | $782.0K | 0.35% | −1,544−21.3% | Reduced |
| Smithbridge Asset Management Inc | 5,707 | $783.0K | 0.26% | −76−1.3% | Reduced |
| IFG Advisors, LLC | 5,708 | $783.0K | 0.35% | +17+0.3% | Added |
| Plancorp, LLC | 5,711 | $783.0K | 0.05% | +121+2.2% | Added |
| Fairhaven Wealth Management, LLC | 5,721 | $785.0K | 0.32% | −10,305−64.3% | Reduced |
| High Net Worth Advisory Group LLC | 5,737 | $787.0K | 0.29% | +474+9.0% | Added |
| Argent Capital Management LLC | 5,745 | $788.0K | 0.02% | −6,729−53.9% | Reduced |
| Pinnacle Bancorp, Inc. | 5,755 | $789.0K | 0.27% | +431+8.1% | Added |
| Parkside Financial Bank & Trust | 5,777 | $793.0K | 0.21% | +71+1.2% | Added |
| GW&K Investment Management, LLC | 5,791 | $794.0K | 0.01% | −6,713−53.7% | Reduced |
| Profit Investment Management, LLC | 5,793 | $794.0K | 0.49% | +230+4.1% | Added |
| Wilkins Investment Counsel Inc | 5,800 | $796.0K | 0.18% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5,811 | $797.0K | 0.75% | +2,240+62.7% | Added |
| Stableford Capital II LLC | 6,053 | $798.0K | 0.34% | −5,952−49.6% | Reduced |
| Cordatus Wealth Management LLC | 5,821 | $798.0K | 0.28% | +546+10.4% | Added |
| Global Strategic Investment Solutions, LLC | 5,823 | $799.0K | 0.05% | −222−3.7% | Reduced |
| KC Investment Advisors, LLC | 5,832 | $800.0K | 0.55% | +664+12.8% | Added |
| Auxano Advisors, LLC | 5,848 | $802.0K | 0.34% | +314+5.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 5,851 | $802.0K | 0.19% | +2,160+58.5% | Added |
| Maple Capital Management, Inc. | 5,856 | $803.0K | 0.09% | +285+5.1% | Added |
| DF Dent & Co Inc | 5,863 | $804.0K | 0.01% | −2,055−26.0% | Reduced |
| Schrum Private Wealth Management LLC | 6,865 | $806.0K | 0.81% | 00.0% | Unchanged |
| Barton Investment Management | 5,879 | $806.0K | 0.10% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 5,895 | $807.0K | 0.44% | −2,714−31.5% | Reduced |
| Wealthquest Corp | 5,215 | $807.0K | 0.12% | 00.0% | Unchanged |
| Laurion Capital Management LP | 5,884 | $807.0K | 0.02% | +3,040+106.9% | Added |
| Kathleen S. Wright Associates Inc. | 5,900 | $809.0K | 0.59% | +951+19.2% | Added |
| Legacy Financial Advisors, Inc. | 5,895 | $809.0K | 0.18% | +1,115+23.3% | Added |
| Aquatic Capital Management LLC | 5,900 | $809.0K | 1.21% | +4,400+293.3% | Added |
| Retirement Planning Co of New England, Inc. | 5,913 | $811.0K | 0.46% | +1,093+22.7% | Added |
| Te Ahumairangi Investment Management Ltd | 5,929 | $813.0K | 0.11% | +1,600+37.0% | Added |
| Keebeck Wealth Management, LLC | 5,942 | $815.0K | 0.14% | +67+1.1% | Added |
| Wealth Management Partners, LLC | 6,000 | $815.0K | 0.58% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 5,943 | $815.0K | 0.95% | +415+7.5% | Added |
| Claraphi Advisory Network, LLC | 5,960 | $818.0K | 0.24% | +1,597+36.6% | Added |
| Cornerstone National Bank & Trust Co | 5,969 | $818.7K | 0.36% | +1,336+28.8% | Added |
| Cape Ann Savings Bank | 5,972 | $819.0K | 0.54% | +46+0.8% | Added |
| Intellectus Partners, LLC | 5,989 | $821.0K | 0.25% | +20+0.3% | Added |
| Regents of the University of California | 6,000 | $823.0K | 0.12% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 6,011 | $824.0K | 0.68% | −45−0.7% | Reduced |
| Inlet Private Wealth, LLC | 6,006 | $824.0K | 0.21% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 6,005 | $824.0K | 0.70% | +98+1.7% | Added |
| Avaii Wealth Management, LLC | 6,013 | $825.0K | 0.77% | +748+14.2% | Added |
| First Heartland Consultants, Inc. | 6,028 | $826.0K | 0.13% | +603+11.1% | Added |
| Brandywine Oak Private Wealth LLC | 6,046 | $827.0K | 0.09% | −1,241−17.0% | Reduced |
| Alhambra Investment Partners LLC | 6,029 | $827.0K | 0.55% | +13+0.2% | Added |
| Vigilant Capital Management, LLC | 6,048 | $829.0K | 0.06% | −725−10.7% | Reduced |
| Delta Investment Management, LLC | 6,049 | $830.0K | 0.25% | +66+1.1% | Added |
| Smith Chas P & Associates Pa Cpas | 6,061 | $831.0K | 0.06% | −730−10.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 6,080 | $834.0K | 0.02% | +17+0.3% | Added |
| Harvey Investment Co LLC | 6,088 | $835.0K | 0.10% | +56+0.9% | Added |
| Center for Financial Planning, Inc. | 6,083 | $835.0K | 0.17% | +369+6.5% | Added |
| Avestar Capital, LLC | 6,085 | $835.0K | 0.16% | +1,066+21.2% | Added |
| Hoese & Co LLP | 6,097 | $836.0K | 0.86% | −230−3.6% | Reduced |
| LVW Advisors, LLC | 6,121 | $840.0K | 0.15% | −821−11.8% | Reduced |
| Wambolt & Associates, LLC | 6,128 | $840.0K | 0.31% | −288−4.5% | Reduced |
| Chicago Partners Investment Group LLC | 8,080 | $843.0K | 0.06% | +1,204+17.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 6,153 | $844.0K | 0.31% | −1,624−20.9% | Reduced |
| Tradewinds Capital Management, LLC | 6,162 | $845.0K | 0.14% | −374−5.7% | Reduced |
| Hodges Capital Management Inc. | 6,174 | $847.0K | 0.07% | −3,555−36.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 7,355 | $847.0K | 0.32% | −314−4.1% | Reduced |
| FirstPurpose Wealth LLC | 6,188 | $849.0K | 0.66% | +561+10.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,194 | $850.0K | 0.36% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,196 | $850.0K | 0.15% | +1,075+21.0% | Added |
| Alps Advisors Inc | 6,194 | $850.0K | 0.01% | +1,445+30.4% | Added |
| O'Dell Group, LLC | 6,203 | $851.0K | 0.25% | +423+7.3% | Added |
| Synergy Financial Management, LLC | 6,222 | $853.0K | 0.21% | +2,403+62.9% | Added |
| Vienna Asset Management LLC | 6,233 | $855.0K | 1.18% | +5,693+1,054.3% | Added |
| Dimension Capital Management LLC | 6,244 | $856.0K | 0.16% | +25+0.4% | Added |