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
- 3,297
- −39 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
- 156
- 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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 8,579 | $1.18M | 0.63% | +1,223+16.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,582 | $1.18M | 0.11% | −52−0.6% | Reduced |
| Old Mission Investment Co LLC | 8,610 | $1.18M | 0.44% | +546+6.8% | Added |
| Pflug Koory, LLC | 8,614 | $1.18M | 0.59% | −491−5.4% | Reduced |
| Spears Abacus Advisors LLC | 8,628 | $1.18M | 0.09% | +1,623+23.2% | Added |
| Formidable Asset Management, LLC | 8,629 | $1.18M | 0.23% | −47−0.5% | Reduced |
| Keystone Wealth Services, LLC | 8,671 | $1.19M | 0.47% | −200−2.3% | Reduced |
| White Pine Capital LLC | 8,672 | $1.19M | 0.37% | +280+3.3% | Added |
| Aureus Asset Management, LLC | 8,678 | $1.19M | 0.08% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 8,703 | $1.19M | 0.48% | −78−0.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8,707 | $1.19M | 0.36% | +706+8.8% | Added |
| Apriem Advisors | 8,714 | $1.20M | 0.18% | +380+4.6% | Added |
| Bridge Advisory, LLC | 8,721 | $1.20M | 0.52% | −86−1.0% | Reduced |
| Nadler Financial Group, Inc. | 8,737 | $1.20M | 0.19% | −462−5.0% | Reduced |
| Wulff, Hansen & Co. | 8,740 | $1.20M | 1.14% | −100−1.1% | Reduced |
| Cavalier Investments, LLC | 8,746 | $1.20M | 0.31% | −991−10.2% | Reduced |
| Aberdeen Wealth Management LLC | 8,754 | $1.20M | 0.82% | +100+1.2% | Added |
| Gradient Investments LLC | 8,767 | $1.20M | 0.03% | −92−1.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 8,764 | $1.20M | 0.21% | +5,114+140.1% | Added |
| Parametrica Management Ltd | 8,776 | $1.20M | 0.89% | −3,194−26.7% | Reduced |
| Strategic Blueprint, LLC | 8,781 | $1.20M | 0.14% | +1,863+26.9% | Added |
| Tobam | 8,794 | $1.21M | 0.06% | +3,159+56.1% | Added |
| Dearborn Partners LLC | 8,797 | $1.21M | 0.05% | +95+1.1% | Added |
| EFG Asset Management (North America) Corp. | 8,798 | $1.21M | 0.18% | +8,798 | New |
| Verdence Capital Advisors LLC | 8,839 | $1.21M | 0.14% | −2,690−23.3% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 8,833 | $1.21M | 1.33% | +8,833 | New |
| Argent Advisors, Inc. | 8,841 | $1.21M | 0.65% | +2,521+39.9% | Added |
| Trust Investment Advisors | 8,873 | $1.22M | 0.99% | +89+1.0% | Added |
| Chesapeake Wealth Management | 8,893 | $1.22M | 0.44% | −61−0.7% | Reduced |
| Tevis Investment Management | 8,878 | $1.22M | 1.10% | +652+7.9% | Added |
| United Maritime Capital LLC | 8,900 | $1.22M | 3.35% | −1,750−16.4% | Reduced |
| US Asset Management LLC | 8,914 | $1.22M | 1.13% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 8,933 | $1.23M | 0.73% | +1,662+22.9% | Added |
| NewEdge Wealth, LLC | 8,948 | $1.23M | 0.05% | +992+12.5% | Added |
| Foundations Investment Advisors, LLC | 9,420 | $1.23M | 0.05% | +401+4.4% | Added |
| Mather Group, LLC. | 8,955 | $1.23M | 0.02% | +6,245+230.4% | Added |
| Peoples Financial Services Corp. | 8,986 | $1.23M | 0.53% | −2,130−19.2% | Reduced |
| Barbara Oil Co. | 9,000 | $1.23M | 0.57% | 00.0% | Unchanged |
| United Bank | 9,007 | $1.24M | 0.16% | −3,500−28.0% | Reduced |
| Columbia Trust Co 01012016 | 9,467 | $1.24M | 0.58% | +4,244+81.3% | Added |
| Boyd Watterson Asset Management LLC | 9,020 | $1.24M | 0.45% | +5,406+149.6% | Added |
| Stiles Financial Services Inc | 9,044 | $1.24M | 0.62% | +450+5.2% | Added |
| Balasa Dinverno & Foltz LLC | 9,057 | $1.24M | 0.08% | −505−5.3% | Reduced |
| Venturi Wealth Management, LLC | 9,085 | $1.25M | 0.10% | −1,742−16.1% | Reduced |
| Larson Financial Group LLC | 9,087 | $1.25M | 0.20% | +542+6.3% | Added |
| Pure Financial Advisors, Inc. | 9,095 | $1.25M | 0.06% | −553−5.7% | Reduced |
| Old Port Advisors | 9,119 | $1.25M | 0.43% | −756−7.7% | Reduced |
| 55I, LLC | 9,140 | $1.25M | 0.03% | +593+6.9% | Added |
| Trail Ridge Investment Advisors, LLC | 9,179 | $1.26M | 0.77% | −257−2.7% | Reduced |
| Two Sigma Investments, LP | 9,200 | $1.26M | 0.00% | +9,200 | New |
| Resurgent Financial Advisors LLC | 9,237 | $1.27M | 0.81% | +2,888+45.5% | Added |
| Adviser Investments LLC | 9,250 | $1.27M | 0.08% | −151−1.6% | Reduced |
| Blodgett Wealth Advisors, LLC | 9,269 | $1.27M | 1.06% | −639−6.4% | Reduced |
| Connectus Wealth, LLC | 8,208 | $1.27M | 0.04% | −8,804−51.8% | Reduced |
| Bell Rock Capital LLC | 9,735 | $1.27M | 1.19% | −1,729−15.1% | Reduced |
| Great Diamond Partners, LLC | 9,302 | $1.27M | 0.35% | +1,293+16.1% | Added |
| Sierra Capital LLC | 9,309 | $1.28M | 0.20% | +26+0.3% | Added |
| Armstrong Henry H Associates Inc | 9,315 | $1.28M | 0.13% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9,329 | $1.28M | 0.09% | −490−5.0% | Reduced |
| Holderness Investments Co | 9,354 | $1.28M | 0.43% | −917−8.9% | Reduced |
| Silverlake Wealth Management LLC | 9,357 | $1.28M | 0.73% | +358+4.0% | Added |
| King Wealth | 9,361 | $1.28M | 0.25% | −339−3.5% | Reduced |
| Twin Lakes Capital Management, LLC | 9,388 | $1.29M | 0.73% | +18+0.2% | Added |
| Virtue Capital Management, LLC | 9,400 | $1.29M | 0.20% | −958−9.2% | Reduced |
| Consilium Wealth Advisory, LLC | 9,408 | $1.29M | 0.92% | +635+7.2% | Added |
| Ascent Wealth Partners, LLC | 9,418 | $1.29M | 0.24% | +184+2.0% | Added |
| Mayflower Financial Advisors, LLC | 9,455 | $1.30M | 0.17% | −264−2.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,494 | $1.30M | 0.06% | −1,946−17.0% | Reduced |
| RSM US Wealth Management LLC | 9,524 | $1.31M | 0.07% | −1,436−13.1% | Reduced |
| Bluesphere Advisors, LLC | 9,533 | $1.31M | 1.11% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 9,560 | $1.31M | 0.25% | +9,560 | New |
| Cladis Investment Advisory, LLC | 9,567 | $1.31M | 1.06% | +2,060+27.4% | Added |
| Next Century Growth Investors LLC | 9,575 | $1.31M | 0.13% | −6−0.1% | Reduced |
| Kozak & Associates, Inc. | 9,822 | $1.31M | 0.84% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 9,612 | $1.32M | 0.36% | +877+10.0% | Added |
| Pinnacle Private Wealth, LLC | 9,610 | $1.32M | 0.41% | +954+11.0% | Added |
| Eagle Asset Management Inc | 9,617 | $1.32M | 0.01% | +688+7.7% | Added |
| Fairfield, Bush & Co. | 9,624 | $1.32M | 0.66% | +320+3.4% | Added |
| Global Financial Private Client, LLC | 9,650 | $1.32M | 0.64% | +402+4.3% | Added |
| TLWM | 9,608 | $1.32M | 0.46% | +425+4.6% | Added |
| C2C Wealth Management, LLC | 10,530 | $1.33M | 0.23% | −7,026−40.0% | Reduced |
| Central Bank & Trust Co | 9,676 | $1.33M | 0.21% | −207−2.1% | Reduced |
| Capital Advisors Inc | 9,684 | $1.33M | 0.04% | −669−6.5% | Reduced |
| Van Hulzen Asset Management, LLC | 9,681 | $1.33M | 0.14% | −10.0% | Reduced |
| Monterey Private Wealth, Inc. | 9,452 | $1.33M | 0.64% | −51−0.5% | Reduced |
| Hendley & Co Inc | 9,753 | $1.34M | 0.46% | −325−3.2% | Reduced |
| Trustcore Financial Services, LLC | 9,777 | $1.34M | 0.12% | +913+10.3% | Added |
| Finer Wealth Management, Inc. | 9,793 | $1.34M | 1.10% | +490+5.3% | Added |
| Millennium Capital Advisors, LLC | 9,794 | $1.34M | 1.08% | +305+3.2% | Added |
| Legacy Wealth Management, LLC | 9,796 | $1.34M | 0.70% | −1,205−11.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 9,830 | $1.35M | 1.07% | +401+4.3% | Added |
| BlueMar Capital Management, LLC | 9,842 | $1.35M | 0.57% | +9,842 | New |
| Archer Investment Corp | 10,045 | $1.35M | 0.48% | −2,228−18.2% | Reduced |
| Sycomore Asset Management | 9,500 | $1.35M | 0.24% | +9,500 | New |
| Symmetry Partners, LLC | 9,879 | $1.35M | 0.09% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9,901 | $1.36M | 0.97% | −352−3.4% | Reduced |
| AlphaStar Capital Management, LLC | 9,904 | $1.36M | 0.11% | −224−2.2% | Reduced |
| Ballast, Inc. | 9,945 | $1.36M | 0.53% | +1,006+11.3% | Added |
| United Bank | 9,949 | $1.36M | 0.72% | +794+8.7% | Added |
| Tiedemann Advisors, LLC | 9,956 | $1.37M | 0.07% | +220+2.3% | Added |