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 |
|---|---|---|---|---|---|
| Herold Advisors, Inc. | 11,507 | $1.58M | 0.56% | +2,140+22.8% | Added |
| Sax Wealth Advisors, LLC | 11,522 | $1.58M | 0.38% | −3,258−22.0% | Reduced |
| Perennial Investment Advisors, LLC | 11,570 | $1.58M | 0.50% | +407+3.6% | Added |
| Centiva Capital, LP | 11,557 | $1.58M | 0.09% | +11,557 | New |
| Omnia Family Wealth, LLC | 11,564 | $1.59M | 1.05% | +54+0.5% | Added |
| CoreFirst Bank & Trust | 11,569 | $1.59M | 1.09% | +261+2.3% | Added |
| Seelaus Asset Management LLC | 11,586 | $1.59M | 0.94% | −410−3.4% | Reduced |
| LBMC Investment Advisors, LLC | 11,656 | $1.60M | 0.14% | −70−0.6% | Reduced |
| Atlas Capital Advisors LLC | 11,678 | $1.60M | 0.25% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 11,682 | $1.60M | 0.98% | +633+5.7% | Added |
| Hoertkorn Richard Charles | 11,685 | $1.60M | 0.70% | −500−4.1% | Reduced |
| TFG Advisers LLC | 11,689 | $1.60M | 0.74% | +49+0.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,691 | $1.60M | 0.06% | +11,691 | New |
| Smith Anglin Financial, LLC | 11,719 | $1.61M | 0.37% | −8−0.1% | Reduced |
| Vigilare Wealth Management | 11,722 | $1.61M | 1.32% | +1,070+10.0% | Added |
| Westwood Wealth Management | 11,750 | $1.61M | 1.20% | −12,286−51.1% | Reduced |
| Investment Partners, Ltd. | 11,760 | $1.61M | 0.68% | +130+1.1% | Added |
| Icon Wealth Partners, LLC | 11,778 | $1.61M | 0.16% | +6,627+128.7% | Added |
| Carmel Capital Partners, LLC | 11,799 | $1.62M | 1.35% | +2,029+20.8% | Added |
| Eqis Capital Management, Inc. | 11,811 | $1.62M | 0.15% | −11,588−49.5% | Reduced |
| Modera Wealth Management, LLC | 11,842 | $1.62M | 0.07% | −5,007−29.7% | Reduced |
| Nicolet Bankshares Inc | 11,855 | $1.63M | 0.35% | +882+8.0% | Added |
| WT Wealth Management | 11,882 | $1.63M | 0.63% | −316−2.6% | Reduced |
| Argus Investors' Counsel, Inc. | 11,885 | $1.63M | 1.04% | +357+3.1% | Added |
| Hilltop Holdings Inc. | 11,897 | $1.63M | 0.18% | +65+0.5% | Added |
| WealthTrust Asset Management, LLC | 11,914 | $1.63M | 1.16% | +1,367+13.0% | Added |
| Capstone Triton Financial Group, LLC | 14,179 | $1.63M | 1.14% | +14,179 | New |
| Intercontinental Wealth Advisors, LLC | 11,932 | $1.64M | 0.37% | −1,369−10.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 11,938 | $1.64M | 1.59% | +958+8.7% | Added |
| Bank Ozk | 11,933 | $1.64M | 0.70% | +1,115+10.3% | Added |
| Cary Street Partner Investment Advisory LLC | 11,967 | $1.64M | 0.45% | −212−1.7% | Reduced |
| Founders Financial Securities LLC | 11,979 | $1.64M | 0.29% | +541+4.7% | Added |
| Crestline Management, LP | 11,994 | $1.65M | 0.21% | +11,994 | New |
| Dean Investment Associates, LLC | 12,046 | $1.65M | 0.30% | −261−2.1% | Reduced |
| Engineers Gate Manager LP | 12,056 | $1.65M | 0.06% | −178−1.5% | Reduced |
| Glassman Wealth Services | 12,093 | $1.66M | 0.30% | +4,625+61.9% | Added |
| Platform Technology Partners | 12,126 | $1.66M | 0.80% | +553+4.8% | Added |
| Lester Murray Antman dba SimplyRich | 12,137 | $1.66M | 0.58% | −283−2.3% | Reduced |
| Investment Advisory Services Inc | 12,158 | $1.67M | 0.93% | −106−0.9% | Reduced |
| Clear Creek Financial Management, LLC | 12,157 | $1.67M | 0.26% | +2,991+32.6% | Added |
| Baldwin Brothers Inc | 12,180 | $1.67M | 0.18% | +1,704+16.3% | Added |
| Greystone Financial Group, LLC | 12,184 | $1.67M | 0.42% | +3,757+44.6% | Added |
| Forte Capital LLC | 10,808 | $1.67M | 0.21% | 00.0% | Unchanged |
| Advisor Resource Council | 12,240 | $1.68M | 0.51% | −10,932−47.2% | Reduced |
| Leisure Capital Management | 12,268 | $1.68M | 0.85% | +515+4.4% | Added |
| RFG Advisory, LLC | 12,271 | $1.68M | 0.11% | +665+5.7% | Added |
| Golden State Wealth Management, LLC | 12,283 | $1.69M | 0.33% | −1,152−8.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 12,326 | $1.69M | 0.31% | +882+7.7% | Added |
| ProVise Management Group, LLC | 12,334 | $1.69M | 0.16% | −435−3.4% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 12,397 | $1.70M | 0.18% | −156−1.2% | Reduced |
| Deseret Mutual Benefit Administrators | 12,406 | $1.70M | 0.34% | −2,609−17.4% | Reduced |
| Quantinno Capital Management LP | 12,408 | $1.70M | 0.26% | +640+5.4% | Added |
| Deane Retirement Strategies, Inc. | 12,447 | $1.71M | 0.94% | −22−0.2% | Reduced |
| Martin & Co Inc | 12,458 | $1.71M | 0.44% | −975−7.3% | Reduced |
| Acropolis Investment Management, LLC | 12,494 | $1.71M | 0.16% | +709+6.0% | Added |
| Moseley Investment Management Inc | 12,504 | $1.72M | 0.93% | +29+0.2% | Added |
| Buffington Mohr McNeal | 12,517 | $1.72M | 0.33% | +1,151+10.1% | Added |
| St. Johns Investment Management Company, LLC | 12,553 | $1.72M | 0.92% | −589−4.5% | Reduced |
| First United Bank Trust | 12,601 | $1.73M | 0.68% | −633−4.8% | Reduced |
| Elmwood Wealth Management, Inc. | 12,601 | $1.73M | 0.89% | +645+5.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 12,600 | $1.73M | 0.90% | +1,400+12.5% | Added |
| Aull & Monroe Investment Management Corp | 12,603 | $1.73M | 0.78% | −100−0.8% | Reduced |
| Rafferty Asset Management, LLC | 12,622 | $1.73M | 0.01% | +5,176+69.5% | Added |
| Allred Capital Management, LLC | 12,699 | $1.74M | 0.92% | −46−0.4% | Reduced |
| Clare Market Investments LLC | 12,707 | $1.74M | 0.56% | −358−2.7% | Reduced |
| Financial Advisory Service, Inc. | 12,715 | $1.74M | 0.16% | +1,510+13.5% | Added |
| 180 Wealth Advisors, LLC | 13,238 | $1.75M | 0.38% | +467+3.7% | Added |
| Sittner & Nelson, LLC | 12,748 | $1.75M | 1.01% | +300+2.4% | Added |
| Hudson Canyon Capital Management | 12,800 | $1.76M | 1.39% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 12,800 | $1.76M | 1.18% | +3,203+33.4% | Added |
| Studio Investment Management LLC | 12,837 | $1.76M | 0.58% | +1,205+10.4% | Added |
| Eagle Bluffs Wealth Management LLC | 12,870 | $1.76M | 1.70% | +3,196+33.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,903 | $1.77M | 0.32% | −1,356−9.5% | Reduced |
| Costello Asset Management, INC | 12,904 | $1.77M | 1.21% | −478−3.6% | Reduced |
| Cypress Capital Management LLC | 12,944 | $1.77M | 0.22% | −254−1.9% | Reduced |
| Crawford Investment Counsel Inc | 13,032 | $1.79M | 0.03% | −128−1.0% | Reduced |
| Somerset Group LLC | 13,059 | $1.79M | 1.28% | −70−0.5% | Reduced |
| Pinnacle Holdings, LLC | 13,066 | $1.79M | 0.70% | +1,055+8.8% | Added |
| Winthrop Advisory Group LLC | 13,084 | $1.79M | 0.37% | +64+0.5% | Added |
| Benedict Financial Advisors Inc | 13,091 | $1.80M | 0.48% | +1,241+10.5% | Added |
| Cumberland Partners Ltd | 13,098 | $1.80M | 0.14% | −963−6.8% | Reduced |
| Mizuho Securities Co. Ltd. | 13,103 | $1.80M | 0.39% | +12,252+1,439.7% | Added |
| NTB Financial Corp | 13,111 | $1.80M | 1.28% | +2,245+20.7% | Added |
| New Potomac Partners, LLC | 13,118 | $1.80M | 1.27% | −42−0.3% | Reduced |
| Ellsworth Advisors, LLC | 14,518 | $1.81M | 0.64% | +308+2.2% | Added |
| Certified Advisory Corp | 13,193 | $1.81M | 0.38% | +2,714+25.9% | Added |
| Trellus Management Company, LLC | 13,200 | $1.81M | 2.25% | 00.0% | Unchanged |
| Claro Advisors LLC | 11,697 | $1.81M | 0.65% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 13,215 | $1.81M | 0.58% | +3,304+33.3% | Added |
| TD Private Client Wealth LLC | 13,223 | $1.81M | 0.08% | +1,345+11.3% | Added |
| Bank of New Hampshire | 13,257 | $1.82M | 0.44% | −628−4.5% | Reduced |
| Beck Mack & Oliver LLC | 13,270 | $1.82M | 0.05% | −641−4.6% | Reduced |
| Duality Advisers, LP | 13,280 | $1.82M | 0.20% | +6,646+100.2% | Added |
| V2 Financial group LLC | 13,378 | $1.83M | 1.40% | +4,533+51.2% | Added |
| Sawtooth Solutions, LLC | 13,403 | $1.84M | 0.23% | −7,851−36.9% | Reduced |
| L.M. Kohn & Company | 13,409 | $1.84M | 0.71% | +13,409 | New |
| Campbell & CO Investment Adviser LLC | 13,438 | $1.84M | 0.50% | +13,438 | New |
| Essex Savings Bank | 13,478 | $1.85M | 0.61% | +1,958+17.0% | Added |
| Fernwood Investment Management, LLC | 13,509 | $1.85M | 0.65% | −111−0.8% | Reduced |
| Nikulski Financial, Inc. | 13,521 | $1.85M | 0.78% | +1,291+10.6% | Added |