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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 15,406 | $2.11M | 0.18% | +696+4.7% | Added |
| Money Concepts Capital Corp | 15,406 | $2.11M | 0.12% | +10,998+249.5% | Added |
| Fund Management at Engine No. 1 LLC | 15,414 | $2.11M | 0.53% | +15,414 | New |
| Valley Brook Capital Group | 15,433 | $2.12M | 1.83% | +1,339+9.5% | Added |
| Wimmer Associates 1, LLC | 15,449 | $2.12M | 1.18% | −757−4.7% | Reduced |
| Alliance Wealth Advisors, LLC | 15,466 | $2.12M | 1.76% | +3,878+33.5% | Added |
| Covey Capital Advisors, LLC | 15,518 | $2.13M | 2.20% | −8,371−35.0% | Reduced |
| Founders Financial Alliance, LLC | 15,513 | $2.13M | 0.95% | −1,815−10.5% | Reduced |
| Eads & Heald Wealth Management | 15,553 | $2.13M | 0.99% | +180+1.2% | Added |
| American National Insurance Co | 15,555 | $2.13M | 0.58% | −3,935−20.2% | Reduced |
| Krilogy Financial LLC | 15,579 | $2.14M | 0.22% | −2,011−11.4% | Reduced |
| CRA Financial Services, LLC | 15,609 | $2.14M | 0.64% | +145+0.9% | Added |
| Newbridge Financial Services Group, Inc. | 15,612 | $2.14M | 1.05% | +1,242+8.6% | Added |
| Stonnington Group, LLC | 16,413 | $2.14M | 0.51% | −8,495−34.1% | Reduced |
| Continuum Advisory, LLC | 21,384 | $2.14M | 0.41% | +3,083+16.8% | Added |
| Nicholas Hoffman & Company, LLC. | 15,644 | $2.15M | 0.09% | −642−3.9% | Reduced |
| SOL Capital Management CO | 15,647 | $2.15M | 0.39% | +285+1.9% | Added |
| Auxier Asset Management | 15,698 | $2.15M | 0.34% | −35−0.2% | Reduced |
| Zions Bancorporation, N.A. | 15,700 | $2.15M | 0.19% | +4,763+43.5% | Added |
| Baldwin Investment Management, LLC | 15,751 | $2.16M | 0.60% | +1,600+11.3% | Added |
| GAM Holding AG | 15,783 | $2.17M | 0.11% | +15,783 | New |
| Roberts Glore & Co Inc | 15,813 | $2.17M | 0.62% | +290+1.9% | Added |
| Newman Dignan & Sheerar, Inc. | 15,812 | $2.17M | 0.68% | +466+3.0% | Added |
| Summit Place Financial Advisors, LLC | 15,814 | $2.17M | 1.46% | +1,210+8.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 15,821 | $2.17M | 1.43% | +299+1.9% | Added |
| Cypress Capital Group | 15,861 | $2.17M | 0.27% | −1,279−7.5% | Reduced |
| West Branch Capital LLC | 15,898 | $2.18M | 1.04% | −318−2.0% | Reduced |
| First Business Financial Services, Inc. | 15,950 | $2.19M | 0.24% | +395+2.5% | Added |
| Cohen Investment Advisors LLC | 15,976 | $2.19M | 1.63% | +118+0.7% | Added |
| SBK Financial, Inc. | 16,000 | $2.19M | 2.19% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 16,010 | $2.20M | 0.47% | −315−1.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,026 | $2.20M | 0.17% | −993−5.8% | Reduced |
| Hudson Value Partners, LLC | 16,049 | $2.20M | 1.13% | +100+0.6% | Added |
| Bowling Portfolio Management LLC | 16,090 | $2.21M | 0.47% | −540−3.2% | Reduced |
| Americana Partners, LLC | 33,042 | $2.21M | 0.68% | −8,232−19.9% | Reduced |
| Vickerman Investment Advisors, Inc. | 20,039 | $2.21M | 0.98% | +3,217+19.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 16,122 | $2.21M | 0.60% | −500−3.0% | Reduced |
| Botty Investors LLC | 16,136 | $2.21M | 0.76% | −333−2.0% | Reduced |
| Geneva Capital Management LLC | 16,135 | $2.21M | 0.04% | +179+1.1% | Added |
| Kempen Capital Management N.V. | 16,139 | $2.21M | 0.07% | +3,510+27.8% | Added |
| Helios Capital Management Pte. Ltd | 16,150 | $2.21M | 4.68% | −5,500−25.4% | Reduced |
| TCG Advisory Services, LLC | 16,230 | $2.23M | 0.61% | +2,031+14.3% | Added |
| Sterneck Capital Management, LLC | 16,261 | $2.23M | 1.34% | +3,035+22.9% | Added |
| V Wealth Advisors LLC | 16,263 | $2.23M | 0.36% | −979−5.7% | Reduced |
| Allen Capital Group, LLC | 16,279 | $2.23M | 0.43% | −49,017−75.1% | Reduced |
| Steinberg Asset Management LLC | 16,327 | $2.24M | 2.06% | −19−0.1% | Reduced |
| DAGCO, Inc. | 17,011 | $2.24M | 1.02% | +95+0.6% | Added |
| Sculati Wealth Management, LLC | 16,367 | $2.25M | 1.10% | +181+1.1% | Added |
| Keystone Financial Group | 16,373 | $2.25M | 0.38% | +1,291+8.6% | Added |
| Wunderlich Capital Managemnt | 16,382 | $2.25M | 1.06% | +33+0.2% | Added |
| High Note Wealth, LLC | 16,388 | $2.25M | 0.79% | +2,509+18.1% | Added |
| Marietta Investment Partners LLC | 16,423 | $2.25M | 0.51% | +1,110+7.2% | Added |
| Peddock Capital Advisors, LLC | 16,456 | $2.26M | 0.73% | +844+5.4% | Added |
| Verus Capital Partners, LLC | 19,367 | $2.26M | 0.35% | +19,367 | New |
| Enterprise Bank & Trust Co | 16,555 | $2.27M | 0.89% | −878−5.0% | Reduced |
| Tudor Investment Corp Et Al | 16,594 | $2.28M | 0.06% | −23,218−58.3% | Reduced |
| Midwest Wealth Management Inc. | 16,633 | $2.28M | 1.38% | +494+3.1% | Added |
| LCNB Corp | 16,647 | $2.28M | 1.07% | +1,967+13.4% | Added |
| Hanson & Doremus Investment Management | 16,647 | $2.28M | 0.49% | +2,094+14.4% | Added |
| Hall Capital Management Co Inc | 16,702 | $2.29M | 1.34% | +143+0.9% | Added |
| Diversified Trust Co | 16,862 | $2.31M | 0.08% | +1,049+6.6% | Added |
| Investment House LLC | 16,901 | $2.32M | 0.17% | −1,379−7.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 16,912 | $2.32M | 0.44% | +1,075+6.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $2.33M | 0.77% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 17,000 | $2.33M | 1.34% | +14,200+507.1% | Added |
| Miller Investment Management, LP | 17,023 | $2.33M | 0.37% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 17,028 | $2.34M | 1.35% | +1,316+8.4% | Added |
| MSH Capital Advisors LLC | 17,074 | $2.34M | 0.97% | +867+5.3% | Added |
| Teamwork Financial Advisors, LLC | 17,089 | $2.34M | 0.44% | −6,191−26.6% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 17,794 | $2.35M | 0.96% | +46+0.3% | Added |
| HBW Advisory Services LLC | 17,126 | $2.35M | 0.83% | −12,079−41.4% | Reduced |
| Cary Street Partners Asset Management LLC | 17,162 | $2.35M | 0.47% | +4,358+34.0% | Added |
| Lynch Asset Management, Inc. | 17,175 | $2.36M | 1.68% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 17,178 | $2.36M | 0.07% | +46+0.3% | Added |
| JNBA Financial Advisors | 17,178 | $2.36M | 0.31% | +139+0.8% | Added |
| Enhancing Capital LLC | 17,200 | $2.36M | 2.52% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 17,207 | $2.36M | 0.68% | +1,406+8.9% | Added |
| MV Capital Management, Inc. | 17,210 | $2.36M | 0.36% | +610+3.7% | Added |
| Linker Capital Management Inc. | 17,218 | $2.36M | 2.35% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 17,227 | $2.36M | 0.82% | −71−0.4% | Reduced |
| Connolly Sarah T. | 17,251 | $2.37M | 1.38% | +918+5.6% | Added |
| Wall Street Access Asset Management, LLC | 17,280 | $2.37M | 1.31% | −35−0.2% | Reduced |
| Conning Inc. | 17,292 | $2.37M | 0.06% | −611−3.4% | Reduced |
| Inscription Capital, LLC | 17,303 | $2.37M | 0.68% | −903−5.0% | Reduced |
| StoneX Group Inc. | 17,351 | $2.38M | 0.19% | +6,345+57.7% | Added |
| Fort Sheridan Advisors LLC | 17,431 | $2.39M | 0.70% | +47+0.3% | Added |
| Montecito Bank & Trust | 17,453 | $2.39M | 0.45% | −4,542−20.7% | Reduced |
| Orbis Allan Gray Ltd | 17,462 | $2.40M | 0.02% | −588,177−97.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 17,462 | $2.40M | 0.53% | +231+1.3% | Added |
| Richard P Slaughter Associates Inc | 17,470 | $2.40M | 0.90% | +4,427+33.9% | Added |
| Cim Investment Mangement Inc | 17,466 | $2.40M | 0.81% | +5,161+41.9% | Added |
| First National Bank & Trust Co of Newtown | 17,490 | $2.40M | 0.48% | +300+1.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,496 | $2.40M | 1.29% | +2,809+19.1% | Added |
| Altfest L J & Co Inc | 17,563 | $2.41M | 0.43% | −2,887−14.1% | Reduced |
| Capital Asset Advisory Services LLC | 17,610 | $2.42M | 0.26% | −315−1.8% | Reduced |
| Nwam LLC | 17,625 | $2.42M | 0.19% | −22,254−55.8% | Reduced |
| Court Place Advisors, LLC | 17,646 | $2.42M | 0.78% | −1,170−6.2% | Reduced |
| Trustco Bank Corp N Y | 17,746 | $2.43M | 2.41% | −374−2.1% | Reduced |
| Grove Bank & Trust | 17,755 | $2.44M | 0.48% | +247+1.4% | Added |
| Duncker Streett & Co Inc | 17,760 | $2.44M | 0.48% | −13,600−43.4% | Reduced |