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; 2,947 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
- −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 | 2,947 | $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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 599 | $82.0K | 0.05% | −532−47.0% | Reduced |
| Savior LLC | 605 | $85.0K | 0.06% | −30−4.7% | Reduced |
| Lowe Wealth Advisors, LLC | 616 | $85.0K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 635 | $87.0K | 0.06% | +335+111.7% | Added |
| West Bancorporation Inc | 642 | $88.0K | 0.05% | −1,195−65.1% | Reduced |
| Magellan Asset Management Ltd | 655 | $90.0K | 0.00% | −1,154−63.8% | Reduced |
| Monolith Advisors | 585 | $90.0K | 0.07% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 673 | $92.0K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 680 | $93.0K | 0.05% | −2,052−75.1% | Reduced |
| FSC Wealth Advisors, LLC | 681 | $93.0K | 0.09% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 685 | $94.0K | 0.04% | +68+11.0% | Added |
| Norwood Financial Corp | 693 | $95.0K | 0.14% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 696 | $95.0K | 0.02% | +322+86.1% | Added |
| Timber Creek Capital Management LLC | 713 | $97.0K | 0.03% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 710 | $97.0K | 0.02% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 715 | $98.0K | 0.06% | −7−1.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 715 | $98.0K | 0.07% | +715 | New |
| MBM Wealth Consultants, LLC | 720 | $99.0K | 0.04% | +500+227.3% | Added |
| Professional Financial Advisors, LLC | 729 | $100.0K | 0.04% | +58+8.6% | Added |
| Tfo-TDC, LLC | 732 | $100.0K | 0.02% | +332+83.0% | Added |
| Ahrens Investment Partners LLC | 747 | $102.0K | 0.03% | −287−27.8% | Reduced |
| NuWave Investment Management, LLC | 762 | $105.0K | 0.14% | −62−7.5% | Reduced |
| Baron Financial Group, LLC | 772 | $105.9K | 0.06% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 786 | $108.0K | 0.03% | +19+2.5% | Added |
| Castleark Management LLC | 811 | $111.0K | 0.00% | −1,189−59.5% | Reduced |
| KB Financial Partners, LLC | 840 | $115.0K | 0.03% | −89−9.6% | Reduced |
| McClarren Financial Advisors, Inc. | 842 | $115.0K | 0.08% | −1−0.1% | Reduced |
| QVR LLC | 843 | $116.0K | 0.46% | +843 | New |
| Cedar Mountain Advisors, LLC | 851 | $117.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 869 | $119.2K | 0.03% | +100+13.0% | Added |
| Antonetti Capital Management LLC | 892 | $122.0K | 0.11% | −525−37.1% | Reduced |
| Rise Advisors, LLC | 891 | $122.0K | 0.11% | −9−1.0% | Reduced |
| Blue Chip Partners, Inc. | 890 | $122.0K | 0.02% | +212+31.3% | Added |
| Raffa Wealth Management, LLC | 921 | $126.3K | 0.05% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 921 | $126.4K | 0.05% | −30,840−97.1% | Reduced |
| AGF Investments LLC | 926 | $127.0K | 0.01% | −1,461−61.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 932 | $128.0K | 0.05% | +47+5.3% | Added |
| AlphaMark Advisors, LLC | 960 | $132.0K | 0.05% | +10+1.1% | Added |
| Kelly Financial Services LLC | 997 | $136.7K | 0.06% | 00.0% | Unchanged |
| EMC Capital Management | 1,000 | $137.0K | 0.10% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,015 | $139.0K | 0.09% | −168−14.2% | Reduced |
| WD Rutherford LLC | 1,010 | $139.0K | 0.08% | +335+49.6% | Added |
| Newton One Investments LLC | 1,038 | $142.0K | 0.10% | −38−3.5% | Reduced |
| Emfo, LLC | 1,052 | $144.0K | 0.13% | +260+32.8% | Added |
| Heritage Wealth Management, LLC | 1,051 | $144.0K | 0.04% | +1,051 | New |
| CKW Financial Group | 1,060 | $145.0K | 0.02% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,043 | $145.0K | 0.10% | +60+6.1% | Added |
| Gladius Capital Management LP | 1,070 | $147.0K | 0.05% | −48,711−97.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,113 | $152.0K | 0.03% | +768+222.6% | Added |
| Tucker Asset Management LLC | 1,137 | $156.0K | 0.05% | +109+10.6% | Added |
| Neo Ivy Capital Management | 1,158 | $158.0K | 0.14% | +1,158 | New |
| Avion Wealth | 1,161 | $159.0K | 0.05% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,165 | $159.0K | 0.12% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,193 | $164.0K | 0.11% | +11+0.9% | Added |
| Clearview Wealth Advisors LLC | 1,199 | $165.0K | 0.11% | −8−0.7% | Reduced |
| Pacifica Partners Inc. | 1,127 | $166.0K | 0.11% | +494+78.0% | Added |
| Maryland Capital Advisors Inc. | 1,216 | $167.0K | 0.15% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,243 | $170.0K | 0.05% | −323−20.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,250 | $171.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 1,260 | $172.8K | 0.17% | +50+4.1% | Added |
| American Research & Management Co. | 1,259 | $173.0K | 0.04% | +43+3.5% | Added |
| Raleigh Capital Management Inc. | 1,263 | $173.0K | 0.09% | +1,063+531.5% | Added |
| SRS Capital Advisors, Inc. | 1,266 | $174.0K | 0.02% | −18−1.4% | Reduced |
| Seldon Capital LP | 1,265 | $174.0K | 0.10% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,270 | $174.0K | 0.05% | +970+323.3% | Added |
| Colorado Capital Management, Inc. | 1,315 | $180.0K | 0.13% | −404−23.5% | Reduced |
| Lenox Wealth Advisors, LLC | 1,394 | $184.0K | 0.02% | +927+198.5% | Added |
| Northern Oak Wealth Management Inc | 1,351 | $185.0K | 0.02% | −685−33.6% | Reduced |
| Semmax Financial Advisors Inc. | 1,349 | $185.0K | 0.07% | −122−8.3% | Reduced |
| Orion Capital Management LLC | 1,377 | $189.0K | 0.11% | +200+17.0% | Added |
| JJJ Advisors Inc. | 1,391 | $190.0K | 0.05% | +83+6.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,409 | $193.0K | 0.09% | −38−2.6% | Reduced |
| Capitolis Advisors LLC | 1,431 | $196.0K | 0.01% | −254,976−99.4% | Reduced |
| Integrity Financial Corp | 1,458 | $200.0K | 0.16% | −945−39.3% | Reduced |
| OneAscent Financial Services LLC | 1,463 | $201.0K | 0.14% | −288−16.4% | Reduced |
| Claret Asset Management Corp | 1,465 | $201.0K | 0.04% | −5−0.3% | Reduced |
| Morris Financial Concepts, Inc. | 1,465 | $201.0K | 0.17% | −3−0.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 1,470 | $202.0K | 0.10% | −646−30.5% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,476 | $202.0K | 0.22% | −152−9.3% | Reduced |
| PFS Partners, LLC | 1,476 | $202.4K | 0.18% | +267+22.1% | Added |
| Angeles Investment Advisors, LLC | 1,480 | $203.0K | 0.01% | −8,152−84.6% | Reduced |
| G2 Capital Management, LLC | 1,477 | $203.0K | 0.09% | −500−25.3% | Reduced |
| North Point Portfolio Managers Corp | 1,481 | $203.0K | 0.03% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,479 | $203.0K | 0.08% | +31+2.1% | Added |
| Syntax Advisors, LLC | 1,479 | $203.0K | 0.17% | +31+2.1% | Added |
| Cahill Wealth Management, LLC | 1,482 | $203.0K | 0.15% | +1,482 | New |
| Guidance Point Advisors, LLC | 1,487 | $204.0K | 0.08% | +16+1.1% | Added |
| Riverview Trust Co | 1,484 | $204.0K | 0.15% | +1,129+318.0% | Added |
| Garrison Point Capital, LLC | 1,490 | $204.0K | 2.40% | +1,490 | New |
| Schonfeld Strategic Advisors LLC | 1,500 | $205.0K | 0.00% | −106,000−98.6% | Reduced |
| Madison Wealth Partners, Inc | 1,495 | $205.0K | 0.11% | −254−14.5% | Reduced |
| Scarborough Advisors, LLC | 1,495 | $205.0K | 0.07% | −31−2.0% | Reduced |
| FFT Wealth Management LLC | 1,495 | $205.0K | 0.02% | +35+2.4% | Added |
| Banco BTG Pactual S.A. | 1,496 | $205.0K | 0.11% | +1,496 | New |
| Cook Wealth Management Group LLC | 1,832 | $206.0K | 0.22% | +30+1.7% | Added |
| Acima Private Wealth, LLC | 1,500 | $206.0K | 0.10% | 00.0% | Unchanged |
| Innova Wealth Partners | 1,503 | $206.0K | 0.15% | +2+0.1% | Added |
| Wealthspan Partners, LLC | 1,515 | $208.0K | 0.19% | −73−4.6% | Reduced |
| Yorktown Management & Research Co Inc | 1,520 | $208.0K | 0.18% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,518 | $208.0K | 0.11% | 00.0% | Unchanged |