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 |
|---|---|---|---|---|---|
| Benchmark Investment Advisors LLC | 9,957 | $1.37M | 1.03% | +4,259+74.7% | Added |
| Coastal Bridge Advisors, LLC | 9,983 | $1.37M | 0.32% | +42+0.4% | Added |
| Amplius Wealth Advisors, LLC | 9,996 | $1.37M | 0.21% | +132+1.3% | Added |
| Anson Funds Management LP | 10,000 | $1.37M | 0.19% | −5,000−33.3% | Reduced |
| Guardian Investment Management | 10,000 | $1.37M | 1.07% | +10,000 | New |
| Joseph P. Lucia & Associates, LLC | 10,019 | $1.37M | 0.84% | +714+7.7% | Added |
| TriaGen Wealth Management LLC | 10,023 | $1.38M | 0.71% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 10,030 | $1.38M | 0.84% | +1,220+13.8% | Added |
| Liberty Wealth Management LLC | 10,291 | $1.38M | 0.50% | +603+6.2% | Added |
| Absher Wealth Management, LLC | 10,120 | $1.39M | 0.24% | +776+8.3% | Added |
| Lumature Wealth Partners, LLC | 10,126 | $1.39M | 0.56% | +2,947+41.1% | Added |
| Tilia Fiduciary Partners, Inc. | 10,139 | $1.39M | 1.18% | +428+4.4% | Added |
| Salvus Wealth Management, LLC | 10,190 | $1.40M | 1.07% | +911+9.8% | Added |
| Grimes & Company, Inc. | 10,196 | $1.40M | 0.07% | −258−2.5% | Reduced |
| Benjamin Edwards Inc | 10,236 | $1.40M | 0.41% | +2,816+38.0% | Added |
| Delta Capital Management LLC | 10,310 | $1.41M | 0.94% | −1,270−11.0% | Reduced |
| IMA Wealth, Inc. | 10,326 | $1.42M | 0.33% | +639+6.6% | Added |
| Wealth Effects LLC | 10,338 | $1.42M | 0.66% | −227−2.1% | Reduced |
| Financial Architects, Inc | 10,346 | $1.42M | 0.20% | +780+8.2% | Added |
| Magnus Financial Group LLC | 10,352 | $1.42M | 0.24% | +7,516+265.0% | Added |
| Qtron Investments LLC | 10,363 | $1.42M | 0.32% | +2,040+24.5% | Added |
| Prestige Wealth Management Group LLC | 10,361 | $1.42M | 0.35% | −1,835−15.0% | Reduced |
| WESCAP Management Group, Inc. | 10,415 | $1.43M | 0.40% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 10,835 | $1.43M | 0.51% | −55−0.5% | Reduced |
| Tempus Wealth Planning, LLC | 10,433 | $1.43M | 1.02% | −925−8.1% | Reduced |
| IVC Wealth Advisors LLC | 10,431 | $1.43M | 0.94% | +313+3.1% | Added |
| Cooper Financial Group | 10,456 | $1.43M | 0.54% | +1,579+17.8% | Added |
| Summit Trail Advisors, LLC | 10,458 | $1.43M | 0.12% | +4,213+67.5% | Added |
| Roosevelt Investment Group LLC | 10,462 | $1.44M | 0.09% | +2,293+28.1% | Added |
| Guardian Wealth Management, Inc. | 10,484 | $1.44M | 1.43% | +458+4.6% | Added |
| Doheny Asset Management | 10,523 | $1.44M | 1.05% | −650−5.8% | Reduced |
| First Command Financial Services, Inc. | 10,545 | $1.45M | 0.20% | −993−8.6% | Reduced |
| Joseph Group Capital Management | 10,545 | $1.45M | 1.46% | +390+3.8% | Added |
| First Command Bank | 10,545 | $1.45M | 0.20% | +3,655+53.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,567 | $1.45M | 0.35% | +2,377+29.0% | Added |
| Garrison Point Advisors, LLC | 10,579 | $1.45M | 1.02% | +31+0.3% | Added |
| Boston Financial Mangement LLC | 10,592 | $1.45M | 0.06% | +506+5.0% | Added |
| Old Point Trust & Financial Services N A | 10,591 | $1.45M | 0.59% | +1,001+10.4% | Added |
| Family Legacy, Inc. | 10,602 | $1.45M | 0.61% | +435+4.3% | Added |
| Abacus Planning Group, Inc. | 10,598 | $1.45M | 0.39% | +600+6.0% | Added |
| Indiana Trust & Investment Management CO | 10,619 | $1.46M | 0.70% | −150−1.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 10,628 | $1.46M | 0.37% | −177−1.6% | Reduced |
| Prudent Man Advisors, LLC | 10,655 | $1.46M | 0.59% | −213−2.0% | Reduced |
| Widmann Financial Services, Inc. | 10,722 | $1.47M | 1.30% | −240−2.2% | Reduced |
| Little House Capital LLC | 10,738 | $1.47M | 0.75% | +5,524+105.9% | Added |
| Peterson Financial Group, Inc. | 10,748 | $1.47M | 1.22% | +1,007+10.3% | Added |
| Capital Planning Advisors, LLC | 10,754 | $1.48M | 0.32% | −6,031−35.9% | Reduced |
| Agate Pass Investment Management, LLC | 10,764 | $1.48M | 0.92% | +3,610+50.5% | Added |
| Sippican Capital Advisors | 10,803 | $1.48M | 1.23% | +311+3.0% | Added |
| AllGen Financial Advisors, Inc. | 10,818 | $1.48M | 1.24% | +2,525+30.4% | Added |
| Benedetti & Gucer, Inc. | 10,828 | $1.49M | 0.99% | +686+6.8% | Added |
| Two Sigma Securities, LLC | 10,849 | $1.49M | 0.21% | −1,011−8.5% | Reduced |
| Trustmark National Bank Trust Department | 10,857 | $1.49M | 0.12% | −9,508−46.7% | Reduced |
| Alta Wealth Advisors LLC | 10,854 | $1.49M | 0.88% | −92−0.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 10,878 | $1.49M | 0.09% | −225−2.0% | Reduced |
| Atlas Private Wealth Management | 10,892 | $1.49M | 0.87% | −519−4.5% | Reduced |
| Taylor Hoffman Wealth Management | 10,911 | $1.50M | 0.60% | −759−6.5% | Reduced |
| DB Fitzpatrick & Co, Inc | 10,925 | $1.50M | 1.49% | +20+0.2% | Added |
| HighTower Trust Services, LTA | 10,928 | $1.50M | 0.14% | −30−0.3% | Reduced |
| Congress Park Capital LLC | 10,959 | $1.50M | 0.77% | +1,975+22.0% | Added |
| LexAurum Advisors, LLC | 10,963 | $1.50M | 0.49% | −1,181−9.7% | Reduced |
| Mechanics Financial Corp | 10,974 | $1.50M | 0.77% | +105+1.0% | Added |
| LSV Asset Management | 11,000 | $1.51M | 0.00% | −100−0.9% | Reduced |
| Marcum Wealth, LLC | 11,016 | $1.51M | 0.21% | +2,140+24.1% | Added |
| Bluestein R H & Co | 11,021 | $1.51M | 0.06% | −1,423−11.4% | Reduced |
| Outfitter Financial LLC | 11,035 | $1.51M | 1.16% | +610+5.9% | Added |
| Oak Asset Management, LLC | 11,068 | $1.52M | 0.60% | −40−0.4% | Reduced |
| Zevenbergen Capital Investments LLC | 11,085 | $1.52M | 0.04% | −455−3.9% | Reduced |
| Visionary Wealth Advisors | 11,110 | $1.52M | 0.12% | +524+4.9% | Added |
| Summit Financial, LLC | 11,115 | $1.52M | 0.12% | +2,759+33.0% | Added |
| HRT Financial LP | 11,136 | $1.53M | 0.01% | −31,168−73.7% | Reduced |
| Executive Wealth Management, LLC | 11,145 | $1.53M | 0.17% | +1,215+12.2% | Added |
| Ledge Wealth Management, Inc. | 11,139 | $1.53M | 0.95% | +11,139 | New |
| Dorchester Wealth Management Co | 8,947 | $1.53M | 0.25% | +3,244+56.9% | Added |
| Successful Portfolios LLC | 11,208 | $1.54M | 0.88% | +564+5.3% | Added |
| Palumbo Wealth Management LLC | 11,257 | $1.54M | 0.99% | +8,340+285.9% | Added |
| Invst, LLC | 14,452 | $1.55M | 0.25% | +474+3.4% | Added |
| Berger Financial Group, Inc | 11,270 | $1.55M | 0.20% | −331−2.9% | Reduced |
| Zuckerman Investment Group, LLC | 11,277 | $1.55M | 0.25% | +2,055+22.3% | Added |
| Insight Wealth Strategies, LLC | 11,288 | $1.55M | 0.23% | +1,789+18.8% | Added |
| Byrne Asset Management LLC | 11,289 | $1.55M | 0.96% | +1,835+19.4% | Added |
| Fukoku Mutual Life Insurance Co | 11,305 | $1.55M | 0.12% | −651−5.4% | Reduced |
| Southeast Asset Advisors Inc. | 11,310 | $1.55M | 0.21% | +705+6.6% | Added |
| BerganKDV Wealth Management, LLC | 11,307 | $1.55M | 0.17% | +4,259+60.4% | Added |
| Grandview Asset Management LLC | 11,314 | $1.55M | 0.66% | −351−3.0% | Reduced |
| Edge Capital Group, LLC | 11,322 | $1.55M | 0.11% | −717−6.0% | Reduced |
| ARGI Investment Services, LLC | 11,325 | $1.55M | 0.05% | −608−5.1% | Reduced |
| Bar Harbor Trust Services | 11,324 | $1.55M | 0.47% | +115+1.0% | Added |
| InTrack Investment Management Inc | 11,344 | $1.56M | 1.26% | −3,004−20.9% | Reduced |
| Merit Financial Group, LLC | 11,341 | $1.56M | 0.09% | +2,226+24.4% | Added |
| Cypress Wealth Services, LLC | 11,356 | $1.56M | 0.42% | +276+2.5% | Added |
| Camden Capital, LLC | 11,365 | $1.56M | 0.34% | −292−2.5% | Reduced |
| Wealth Alliance | 11,390 | $1.56M | 0.32% | +2,056+22.0% | Added |
| Lake Street Financial LLC | 11,421 | $1.57M | 0.28% | +296+2.7% | Added |
| Doliver Advisors, LP | 11,416 | $1.57M | 0.50% | +57+0.5% | Added |
| American Money Management, LLC | 11,434 | $1.57M | 0.42% | −5,946−34.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 11,474 | $1.57M | 1.00% | −629−5.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,335 | $1.57M | 0.11% | +1,084+10.6% | Added |
| Vista Finance, LLC | 11,482 | $1.57M | 2.33% | +294+2.6% | Added |
| Main Street Financial Solutions, LLC | 11,507 | $1.58M | 0.23% | +94+0.8% | Added |