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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 6,254 | $858.0K | 0.07% | −280−4.3% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 6,260 | $858.0K | 0.30% | +2,301+58.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 6,267 | $860.0K | 0.53% | +50+0.8% | Added |
| Accretive Wealth Partners, LLC | 6,275 | $861.0K | 0.54% | +120+1.9% | Added |
| Buckingham Strategic Partners | 6,289 | $863.0K | 0.09% | +6,289 | New |
| Berkeley Capital Partners, LLC | 6,303 | $864.0K | 0.34% | −579−8.4% | Reduced |
| Monte Financial Group, LLC | 6,309 | $865.0K | 0.46% | −150−2.3% | Reduced |
| Calton & Associates, Inc. | 6,331 | $868.0K | 0.26% | −221−3.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,339 | $869.0K | 0.71% | +561+9.7% | Added |
| Echo Street Capital Management LLC | 6,348 | $871.0K | 0.01% | −546−7.9% | Reduced |
| Childress Capital Advisors, LLC | 6,366 | $874.0K | 0.31% | +642+11.2% | Added |
| Investors Research Corp | 6,370 | $874.0K | 0.25% | +5,505+636.4% | Added |
| Beacon Financial Advisory LLC | 6,401 | $878.0K | 0.42% | +440+7.4% | Added |
| Boothbay Fund Management, LLC | 6,417 | $880.0K | 0.03% | −2,129−24.9% | Reduced |
| Prosperity Consulting Group, LLC | 6,418 | $880.0K | 0.65% | +278+4.5% | Added |
| Morton Capital Management LLC | 6,422 | $880.8K | 0.36% | +159+2.5% | Added |
| Alerus Financial NA | 6,448 | $884.0K | 0.08% | −23,399−78.4% | Reduced |
| Drive Wealth Management, LLC | 6,441 | $884.0K | 0.75% | +3,700+135.0% | Added |
| CWS Financial Advisors, LLC | 6,484 | $889.0K | 0.34% | +300+4.9% | Added |
| Summit Financial Strategies, Inc. | 6,485 | $889.0K | 0.18% | +865+15.4% | Added |
| Avenir Corp | 6,490 | $890.0K | 0.07% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 6,486 | $890.0K | 0.41% | +6,486 | New |
| TT International Asset Management LTD | 6,500 | $891.0K | 0.06% | +6,500 | New |
| Telemetry Investments, L.L.C. | 6,508 | $893.0K | 1.43% | +108+1.7% | Added |
| Asset Management Corp | 6,510 | $893.0K | 0.55% | +286+4.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,515 | $894.0K | 0.42% | +164+2.6% | Added |
| Addison Advisors LLC | 6,551 | $899.0K | 0.49% | −27−0.4% | Reduced |
| Waypoint Capital Advisors, LLC | 6,539 | $899.0K | 0.53% | +405+6.6% | Added |
| DT Investment Partners, LLC | 6,562 | $900.0K | 0.12% | +2,919+80.1% | Added |
| Strategic Investment Advisors | 6,587 | $903.0K | 0.17% | +239+3.8% | Added |
| Laird Norton Trust Company, LLC | 6,596 | $904.0K | 0.08% | −551−7.7% | Reduced |
| Reik & Co., LLC | 6,595 | $904.0K | 0.23% | +2,312+54.0% | Added |
| TRUE Private Wealth Advisors | 7,801 | $906.0K | 0.13% | −570−6.8% | Reduced |
| Aspen Investment Management Inc | 6,605 | $906.0K | 0.48% | −293−4.2% | Reduced |
| WNY Asset Management, LLC | 6,588 | $908.0K | 0.28% | +106+1.6% | Added |
| Evanson Asset Management, LLC | 6,624 | $909.0K | 0.09% | −1,127−14.5% | Reduced |
| First Pacific Advisors, LP | 6,635 | $910.0K | 0.01% | −1,760−21.0% | Reduced |
| SNS Financial Group, LLC | 6,640 | $911.0K | 0.11% | −500−7.0% | Reduced |
| Connecticut Wealth Management, LLC | 6,643 | $911.0K | 0.07% | +72+1.1% | Added |
| American Financial Advisors, LLC | 6,663 | $914.0K | 0.13% | +5+0.1% | Added |
| Tectonic Advisors LLC | 6,667 | $915.0K | 0.16% | +818+14.0% | Added |
| SFMG, LLC | 6,693 | $918.0K | 0.09% | +46+0.7% | Added |
| Clarity Wealth Advisors, LLC | 6,693 | $918.0K | 0.44% | +449+7.2% | Added |
| Aire Advisors, LLC | 6,690 | $918.0K | 0.33% | +887+15.3% | Added |
| Close Asset Management Ltd | 5,933 | $919.0K | 0.03% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 6,708 | $920.0K | 0.39% | +366+5.8% | Added |
| Phocas Financial Corp. | 6,717 | $921.0K | 0.12% | +155+2.4% | Added |
| Reitz Capital Advisors LLC | 6,717 | $921.0K | 0.67% | +1,415+26.7% | Added |
| Twelve Points Wealth Management LLC | 6,728 | $923.0K | 0.69% | −72−1.1% | Reduced |
| Coronation Fund Managers Ltd. | 6,729 | $923.0K | 0.04% | +938+16.2% | Added |
| Monograph Wealth Advisors, LLC | 6,744 | $925.0K | 0.23% | +1,239+22.5% | Added |
| Monetary Management Group Inc | 6,750 | $926.0K | 0.25% | +750+12.5% | Added |
| Hardy Reed LLC | 6,763 | $928.0K | 0.17% | −30−0.4% | Reduced |
| Sheets Smith Wealth Management | 6,769 | $928.0K | 0.13% | +40+0.6% | Added |
| Boit C F David | 5,400 | $929.0K | 0.61% | −600−10.0% | Reduced |
| Fieldpoint Private Securities, LLC | 6,792 | $932.0K | 0.19% | −125−1.8% | Reduced |
| Element Pointe Advisors, LLC | 6,807 | $934.0K | 0.31% | −1,976−22.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 6,831 | $937.0K | 0.08% | −1,122−14.1% | Reduced |
| RMR Wealth Builders | 6,836 | $938.0K | 0.20% | +2,792+69.0% | Added |
| Garrett Investment Advisors LLC | 6,856 | $940.0K | 0.23% | +1,775+34.9% | Added |
| Gsa Capital Partners LLP | 6,858 | $941.0K | 0.13% | −7,379−51.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,863 | $941.0K | 0.18% | −972−12.4% | Reduced |
| Citizens & Northern Corp | 6,877 | $943.0K | 0.35% | −248−3.5% | Reduced |
| Secure Asset Management, LLC | 6,883 | $944.0K | 0.43% | −716−9.4% | Reduced |
| Tompkins Financial Corp | 6,893 | $945.0K | 0.13% | +3,495+102.9% | Added |
| Lehman & Derafelo Financial Resources LLC | 6,902 | $947.0K | 0.26% | +900+15.0% | Added |
| Second Half Financial Partners, LLC | 5,186 | $957.0K | 0.76% | +5,186 | New |
| Detalus Advisors, LLC | 7,001 | $960.0K | 0.51% | −190−2.6% | Reduced |
| HGK Asset Management Inc | 7,000 | $960.0K | 0.30% | +12+0.2% | Added |
| QP Wealth Management, LLC | 7,005 | $961.0K | 1.07% | +125+1.8% | Added |
| Derbend Asset Management | 6,201 | $961.0K | 0.94% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 7,017 | $962.0K | 0.49% | +506+7.8% | Added |
| Integrated Investment Consultants, LLC | 7,027 | $964.0K | 0.27% | −1,487−17.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 7,026 | $964.0K | 0.38% | −57−0.8% | Reduced |
| First Community Trust NA | 7,049 | $967.0K | 0.92% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 7,060 | $968.0K | 0.47% | −57−0.8% | Reduced |
| Willner & Heller, LLC | 6,265 | $970.0K | 1.19% | −350−5.3% | Reduced |
| Hexagon Capital Partners LLC | 7,070 | $970.0K | 0.26% | +147+2.1% | Added |
| Sun Life Financial INC | 7,101 | $972.0K | 0.04% | −237−3.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 7,089 | $972.0K | 0.28% | +693+10.8% | Added |
| Legacy Bridge, LLC | 7,096 | $973.0K | 0.57% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,103 | $974.0K | 0.95% | +100+1.4% | Added |
| Bridgeworth, LLC | 7,110 | $975.0K | 0.22% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 7,112 | $975.0K | 0.53% | +4,028+130.6% | Added |
| Jarislowsky, Fraser Ltd | 7,130 | $977.0K | 0.01% | −2,016−22.0% | Reduced |
| GoalVest Advisory LLC | 7,125 | $977.0K | 0.55% | +7,125 | New |
| Zullo Investment Group, Inc. | 7,129 | $978.0K | 0.51% | +1,430+25.1% | Added |
| Crew Capital Management, Ltd. | 7,138 | $979.0K | 0.94% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 7,147 | $980.0K | 0.27% | +22+0.3% | Added |
| Meridian Wealth Advisors, LLC | 7,178 | $985.0K | 0.23% | +915+14.6% | Added |
| Fairfield Financial Advisors, LTD | 7,197 | $987.2K | 0.36% | +7,197 | New |
| Archford Capital Strategies, LLC | 7,347 | $996.0K | 0.22% | −174−2.3% | Reduced |
| Thornburg Investment Management Inc | 7,268 | $997.0K | 0.01% | −1,316−15.3% | Reduced |
| Annapolis Financial Services, LLC | 7,271 | $997.0K | 0.32% | −301−4.0% | Reduced |
| Gables Capital Management Inc. | 7,271 | $997.0K | 0.63% | 00.0% | Unchanged |
| L & S Advisors Inc | 7,287 | $999.0K | 0.12% | −164−2.2% | Reduced |
| Soltis Investment Advisors LLC | 7,303 | $1.00M | 0.14% | −538−6.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 7,308 | $1.00M | 0.21% | −20−0.3% | Reduced |
| PBMares Wealth Management LLC | 7,312 | $1.00M | 0.62% | −394−5.1% | Reduced |
| Dohj, LLC | 7,322 | $1.00M | 0.48% | +296+4.2% | Added |