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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 20,917 | $2.87M | 0.11% | +954+4.8% | Added |
| Malaga Cove Capital, LLC | 20,939 | $2.87M | 1.32% | −15−0.1% | Reduced |
| Knuff & Co LLC | 20,966 | $2.88M | 1.04% | −16−0.1% | Reduced |
| Hamel Associates, Inc. | 20,980 | $2.88M | 1.02% | +2,748+15.1% | Added |
| Bank Hapoalim BM | 21,056 | $2.89M | 0.30% | −6,157−22.6% | Reduced |
| Perfromance Wealth Partners, LLC | 21,061 | $2.89M | 0.13% | −727−3.3% | Reduced |
| Diamant Asset Management, Inc. | 21,094 | $2.89M | 2.22% | −1,150−5.2% | Reduced |
| EPG Wealth Management LLC | 21,091 | $2.89M | 1.00% | −293−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 21,095 | $2.89M | 0.28% | +1,047+5.2% | Added |
| Cohen Lawrence B | 21,134 | $2.90M | 1.72% | +2,203+11.6% | Added |
| Scott & Selber, Inc. | 21,139 | $2.90M | 1.12% | +7,251+52.2% | Added |
| Arden Trust Co | 21,181 | $2.90M | 0.57% | −2,226−9.5% | Reduced |
| Searle & Co. | 21,176 | $2.90M | 1.07% | 00.0% | Unchanged |
| Dempze Nancy E | 21,190 | $2.91M | 2.12% | +388+1.9% | Added |
| Eidelman Virant Capital | 21,215 | $2.91M | 1.57% | −13,490−38.9% | Reduced |
| Boltwood Capital Management | 21,227 | $2.91M | 1.12% | −332−1.5% | Reduced |
| LGT Fund Management Co Ltd. | 21,267 | $2.91M | 0.39% | +9,267+77.2% | Added |
| Jasper Ridge Partners, L.P. | 21,254 | $2.92M | 0.14% | 00.0% | Unchanged |
| Proequities, Inc. | 21,278 | $2.92M | 0.21% | −9,386−30.6% | Reduced |
| ACG Wealth | 21,426 | $2.94M | 0.56% | −8,766−29.0% | Reduced |
| TrinityPoint Wealth, LLC | 21,436 | $2.94M | 0.53% | +13,459+168.7% | Added |
| Principle Wealth Partners LLC | 21,461 | $2.94M | 0.31% | +663+3.2% | Added |
| Jacobsen Capital Management | 21,495 | $2.95M | 1.35% | +7,193+50.3% | Added |
| Hendershot Investments Inc. | 21,542 | $2.96M | 0.45% | 00.0% | Unchanged |
| Watchman Group, Inc. | 21,592 | $2.96M | 1.76% | +956+4.6% | Added |
| Wellington Shields Capital Management, LLC | 21,603 | $2.96M | 0.32% | −10,639−33.0% | Reduced |
| Intrust Bank NA | 21,615 | $2.96M | 0.38% | +1,648+8.3% | Added |
| CenterBook Partners LP | 21,665 | $2.97M | 1.06% | +13,706+172.2% | Added |
| Stone Point Wealth LLC | 21,703 | $2.97M | 1.67% | +8,350+62.5% | Added |
| Wealthspire Advisors, LLC | 21,709 | $2.98M | 0.07% | −1,663−7.1% | Reduced |
| Goelzer Investment Management, Inc. | 21,745 | $2.98M | 0.26% | +1,438+7.1% | Added |
| Herbst Group, LLC | 21,797 | $2.99M | 1.98% | +620+2.9% | Added |
| SeaCrest Wealth Management, LLC | 21,807 | $2.99M | 0.34% | +3,011+16.0% | Added |
| Balentine LLC | 21,891 | $3.00M | 0.10% | +15,446+239.7% | Added |
| Alan B. Lancz & Associates, Inc. | 21,914 | $3.01M | 2.66% | +2,200+11.2% | Added |
| Pictet Bank & Trust Ltd | 21,991 | $3.02M | 1.69% | −159−0.7% | Reduced |
| Weik Capital Management | 21,990 | $3.02M | 1.19% | +410+1.9% | Added |
| Viking Fund Management LLC | 22,000 | $3.02M | 0.69% | +2,000+10.0% | Added |
| Community Bank & Trust, Waco, Texas | 22,058 | $3.02M | 0.87% | −25−0.1% | Reduced |
| Strategic Financial Services, Inc, | 22,069 | $3.03M | 0.23% | +40+0.2% | Added |
| Infusive Asset Management Inc. | 21,900 | $3.03M | 1.44% | −140,134−86.5% | Reduced |
| Benin Management CORP | 22,119 | $3.03M | 0.93% | +3,179+16.8% | Added |
| Founders Capital Management | 19,593 | $3.04M | 1.95% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 22,160 | $3.04M | 0.83% | −15−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 22,202 | $3.04M | 0.19% | +4,404+24.7% | Added |
| Morse Asset Management, Inc | 22,205 | $3.05M | 0.76% | −835−3.6% | Reduced |
| Audent Global Asset Management, LLC | 22,228 | $3.05M | 1.68% | −5,129−18.7% | Reduced |
| Plimoth Trust Co LLC | 22,316 | $3.06M | 0.81% | +208+0.9% | Added |
| Level Four Advisory Services, LLC | 22,337 | $3.06M | 0.24% | −1,415−6.0% | Reduced |
| JSF Financial, LLC | 22,336 | $3.06M | 1.30% | +172+0.8% | Added |
| Phraction Management LLC | 22,366 | $3.07M | 1.78% | +4,854+27.7% | Added |
| Ardent Capital Management, Inc. | 22,401 | $3.07M | 2.05% | +74+0.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 22,421 | $3.08M | 2.31% | +8,788+64.5% | Added |
| HBK Investments L P | 22,425 | $3.08M | 0.06% | +22,425 | New |
| Abbot Financial Management, Inc. | 22,443 | $3.08M | 1.50% | −159−0.7% | Reduced |
| Nelson Capital Management, LLC | 22,482 | $3.08M | 0.60% | −31,003−58.0% | Reduced |
| Meridian Management Co | 22,529 | $3.09M | 0.98% | +6,045+36.7% | Added |
| TCW Group Inc | 22,574 | $3.10M | 0.03% | −17,374−43.5% | Reduced |
| Econ Financial Services Corp | 22,583 | $3.10M | 2.29% | +17,322+329.3% | Added |
| Bedel Financial Consulting, Inc. | 22,626 | $3.10M | 0.97% | +524+2.4% | Added |
| Joel Isaacson & Co., LLC | 24,295 | $3.10M | 0.23% | +245+1.0% | Added |
| Avidian Wealth Solutions, LLC | 22,693 | $3.11M | 0.19% | +3,163+16.2% | Added |
| Harbour Investment Management LLC | 22,705 | $3.11M | 1.51% | −490−2.1% | Reduced |
| Estabrook Capital Management | 22,717 | $3.12M | 0.46% | −795−3.4% | Reduced |
| Essex Financial Services, Inc. | 22,847 | $3.13M | 0.30% | −2,108−8.4% | Reduced |
| Clarius Group, LLC | 20,232 | $3.13M | 0.25% | 00.0% | Unchanged |
| Condor Capital Management | 22,897 | $3.14M | 0.35% | +351+1.6% | Added |
| Staley Capital Advisers Inc | 23,047 | $3.16M | 0.16% | −2,100−8.4% | Reduced |
| Chicago Trust Co NA | 23,154 | $3.17M | 0.68% | +1,169+5.3% | Added |
| IFG Advisory, LLC | 23,185 | $3.18M | 0.32% | +529+2.3% | Added |
| Bogart Wealth, LLC | 23,200 | $3.18M | 0.27% | +11,194+93.2% | Added |
| Shepherd Financial Partners LLC | 23,213 | $3.19M | 0.57% | +1,821+8.5% | Added |
| Smithfield Trust Co | 23,285 | $3.20M | 0.21% | −2,006−7.9% | Reduced |
| Burleson & Company, LLC | 23,337 | $3.20M | 0.52% | +19,441+499.0% | Added |
| Citizens Financial Group Inc | 23,353 | $3.20M | 0.11% | −859−3.5% | Reduced |
| Hoey Investments, Inc | 23,374 | $3.21M | 0.90% | −729−3.0% | Reduced |
| Community Bank, N.A. | 23,394 | $3.21M | 0.40% | −705−2.9% | Reduced |
| Cito Capital Group, LLC | 23,500 | $3.22M | 1.47% | +550+2.4% | Added |
| Miracle Mile Advisors, LLC | 23,517 | $3.23M | 0.14% | +10,942+87.0% | Added |
| Iowa State Bank | 23,562 | $3.23M | 0.75% | +4,248+22.0% | Added |
| Bradley Mark J. | 23,616 | $3.24M | 2.31% | −215−0.9% | Reduced |
| Trust Co of Oklahoma | 23,647 | $3.24M | 1.24% | −1,106−4.5% | Reduced |
| Winch Advisory Services, LLC | 23,654 | $3.24M | 1.13% | −792−3.2% | Reduced |
| BBR Partners, LLC | 23,683 | $3.25M | 0.31% | +125+0.5% | Added |
| Bristlecone Advisors, LLC | 23,706 | $3.25M | 0.40% | +1,855+8.5% | Added |
| Watershed Asset Management, L.L.C. | 23,750 | $3.26M | 3.30% | +3,600+17.9% | Added |
| Sky Investment Group LLC | 23,792 | $3.26M | 0.69% | +482+2.1% | Added |
| Kovack Advisors, Inc. | 23,841 | $3.27M | 0.34% | −649−2.7% | Reduced |
| Banco de Sabadell, S.A | 23,731 | $3.27M | 1.89% | +5,080+27.2% | Added |
| Waldron Private Wealth LLC | 23,878 | $3.27M | 0.17% | +891+3.9% | Added |
| Spreng Capital Management, Inc. | 23,881 | $3.28M | 2.01% | −2,905−10.8% | Reduced |
| SS&H Financial Advisors, Inc. | 23,975 | $3.29M | 1.29% | +23,975 | New |
| McMahon Financial Advisors, LLC | 23,992 | $3.29M | 1.05% | +2,643+12.4% | Added |
| Northwest Investment Counselors, LLC | 23,992 | $3.29M | 0.87% | +237+1.0% | Added |
| Arlington Financial Advisors, LLC | 24,002 | $3.29M | 1.25% | +3,742+18.5% | Added |
| BigSur Wealth Management LLC | 24,030 | $3.30M | 1.28% | +18+0.1% | Added |
| Naviter Wealth, LLC | 24,039 | $3.30M | 1.10% | +4,069+20.4% | Added |
| BDO Wealth Advisors, LLC | 24,080 | $3.30M | 0.35% | +1,542+6.8% | Added |
| CV Advisors LLC | 24,098 | $3.31M | 2.35% | +1,118+4.9% | Added |
| Smith, Moore & Co. | 24,116 | $3.31M | 0.45% | +437+1.8% | Added |