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 |
|---|---|---|---|---|---|
| Concentric Wealth Management, LLC | 24,173 | $3.32M | 0.96% | −79−0.3% | Reduced |
| Change Path, LLC | 24,179 | $3.32M | 0.17% | +3,068+14.5% | Added |
| Consolidated Investment Group LLC | 24,202 | $3.32M | 0.54% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 24,296 | $3.33M | 0.19% | +3,667+17.8% | Added |
| Meeder Asset Management Inc | 24,406 | $3.35M | 0.16% | −623−2.5% | Reduced |
| K.J. Harrison & Partners Inc | 24,546 | $3.37M | 0.54% | +6,362+35.0% | Added |
| CoreCap Advisors, LLC | 24,583 | $3.37M | 0.23% | −12,872−34.4% | Reduced |
| Aviance Capital Partners, LLC | 24,583 | $3.37M | 0.62% | −9,705−28.3% | Reduced |
| Beaton Management Co. Inc. | 24,586 | $3.37M | 2.08% | +71+0.3% | Added |
| Commerzbank Aktiengesellschaft | 24,590 | $3.37M | 0.19% | −187−0.8% | Reduced |
| Keene & Associates, Inc. | 24,627 | $3.38M | 2.76% | +8,726+54.9% | Added |
| Rehmann Capital Advisory Group | 24,568 | $3.38M | 0.32% | +44+0.2% | Added |
| Citizens National Bank Trust Department | 30,339 | $3.39M | 1.36% | +685+2.3% | Added |
| Ropes Wealth Advisors LLC | 24,782 | $3.40M | 0.58% | −363−1.4% | Reduced |
| Fundamentun, LLC | 24,781 | $3.40M | 0.56% | +901+3.8% | Added |
| Vishria Bird Financial Group, LLC | 24,785 | $3.40M | 1.88% | +316+1.3% | Added |
| FourThought Financial, LLC | 24,807 | $3.41M | 0.43% | +9,368+60.7% | Added |
| Fruth Investment Management | 24,924 | $3.42M | 0.94% | 00.0% | Unchanged |
| Ami Investment Management Inc | 24,918 | $3.42M | 1.54% | +1,094+4.6% | Added |
| Venator Capital Management Ltd. | 25,000 | $3.43M | 2.91% | +25,000 | New |
| Oder Investment Management, LLC | 25,160 | $3.45M | 3.92% | +1,402+5.9% | Added |
| SevenBridge Financial Group, LLC | 25,224 | $3.46M | 1.21% | −1,722−6.4% | Reduced |
| Physicians Financial Services, Inc. | 25,327 | $3.47M | 1.33% | +1,575+6.6% | Added |
| Keating Investment Counselors Inc | 25,368 | $3.48M | 1.49% | −134−0.5% | Reduced |
| Bull Street Advisors, LLC | 25,465 | $3.49M | 1.70% | +207+0.8% | Added |
| HC Financial Advisors Inc | 25,514 | $3.50M | 2.08% | −478−1.8% | Reduced |
| Jacobi Capital Management LLC | 25,521 | $3.50M | 0.42% | +1,441+6.0% | Added |
| Coldstream Capital Management Inc | 25,573 | $3.51M | 0.12% | −1,694−6.2% | Reduced |
| Capital Analysts, LLC | 25,594 | $3.51M | 0.22% | −56−0.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 25,696 | $3.53M | 0.39% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 25,822 | $3.54M | 0.55% | +1,287+5.2% | Added |
| M Holdings Securities, Inc. | 25,830 | $3.54M | 0.27% | +25,830 | New |
| Morgan Jess S & Co Inc | 25,955 | $3.56M | 2.59% | −1,335−4.9% | Reduced |
| True North Advisors, LLC | 25,984 | $3.56M | 0.96% | −706−2.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 26,034 | $3.57M | 0.06% | −755−2.8% | Reduced |
| Ruffer LLP | 26,086 | $3.58M | 0.08% | −204−0.8% | Reduced |
| Old Second National Bank of Aurora | 26,122 | $3.58M | 0.90% | −1,048−3.9% | Reduced |
| Boston Family Office LLC | 26,150 | $3.59M | 0.26% | +797+3.1% | Added |
| Asset Management Group, Inc. | 26,149 | $3.59M | 0.75% | +2,390+10.1% | Added |
| Northstar Asset Management LLC | 26,223 | $3.60M | 0.92% | +74+0.3% | Added |
| Pegasus Asset Management, Inc. | 26,228 | $3.60M | 1.56% | +410+1.6% | Added |
| Good Life Advisors, LLC | 26,234 | $3.60M | 0.45% | −12,779−32.8% | Reduced |
| WBH Advisory Inc | 31,219 | $3.60M | 0.44% | −2,953−8.6% | Reduced |
| Curbstone Financial Management Corp | 26,318 | $3.61M | 0.67% | +850+3.3% | Added |
| Ritholtz Wealth Management | 26,327 | $3.61M | 0.24% | −291−1.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 26,342 | $3.61M | 1.04% | +4,151+18.7% | Added |
| M. Kulyk & Associates, LLC | 26,417 | $3.62M | 0.99% | +172+0.7% | Added |
| JCIC Asset Management Inc. | 26,423 | $3.62M | 1.12% | −467−1.7% | Reduced |
| Bollard Group LLC | 26,485 | $3.63M | 0.12% | −84,143−76.1% | Reduced |
| International Assets Investment Management, LLC | 26,525 | $3.64M | 0.66% | +4,154+18.6% | Added |
| Red Door Wealth Management, LLC | 26,605 | $3.65M | 1.22% | +3,058+13.0% | Added |
| Illinois Municipal Retirement Fund | 26,747 | $3.67M | 0.11% | 00.0% | Unchanged |
| Thomasville National Bank | 26,814 | $3.68M | 0.36% | −119,898−81.7% | Reduced |
| Altium Wealth Management LLC | 26,874 | $3.69M | 0.24% | +1,980+8.0% | Added |
| Citadel Investment Advisory, Inc. | 26,885 | $3.69M | 2.14% | −319−1.2% | Reduced |
| NovaPoint Capital, LLC | 26,881 | $3.69M | 1.34% | +1,903+7.6% | Added |
| Rowland & Co Investment Counsel | 26,980 | $3.70M | 0.86% | −8,508−24.0% | Reduced |
| Diversified Investment Strategies, LLC | 26,984 | $3.70M | 2.53% | +450+1.7% | Added |
| Cadence Bank NA | 27,073 | $3.71M | 1.03% | +95+0.4% | Added |
| Menlo Advisors LLC | 27,078 | $3.71M | 1.96% | −50.0% | Reduced |
| Bill Few Associates, Inc. | 27,093 | $3.72M | 2.02% | −448−1.6% | Reduced |
| Gs Investments, Inc. | 31,061 | $3.73M | 2.11% | +200+0.6% | Added |
| Ferguson Wellman Capital Management, Inc | 27,167 | $3.73M | 0.12% | −2,259−7.7% | Reduced |
| Mason & Associates Inc | 27,182 | $3.73M | 1.14% | +1,384+5.4% | Added |
| BNC Wealth Management, LLC | 27,316 | $3.75M | 1.85% | +14,997+121.7% | Added |
| One Capital Management, LLC | 27,395 | $3.76M | 0.20% | −763−2.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 27,445 | $3.76M | 0.32% | +98+0.4% | Added |
| Mengis Capital Management, Inc. | 27,463 | $3.77M | 0.72% | −881−3.1% | Reduced |
| Lavaca Capital LLC | 27,464 | $3.77M | 1.61% | +9,582+53.6% | Added |
| Coastal Investment Advisors, Inc. | 27,521 | $3.77M | 0.75% | +1,999+7.8% | Added |
| CMT Capital Markets Trading GmbH | 27,550 | $3.78M | 1.69% | −17,450−38.8% | Reduced |
| Regal Investment Advisors LLC | 27,585 | $3.78M | 0.35% | −865−3.0% | Reduced |
| Kesler, Norman & Wride, LLC | 27,623 | $3.79M | 0.84% | +1,375+5.2% | Added |
| Pettee Investors, Inc. | 27,658 | $3.79M | 1.67% | 00.0% | Unchanged |
| Otter Creek Advisors, LLC | 27,700 | $3.80M | 3.39% | −2,300−7.7% | Reduced |
| Mirador Capital Partners LP | 27,736 | $3.80M | 0.77% | −729−2.6% | Reduced |
| Fosun International Ltd | 27,610 | $3.80M | 0.33% | +22,700+462.3% | Added |
| Bridgewater Advisors Inc. | 27,793 | $3.81M | 0.93% | +52+0.2% | Added |
| swisspartners Ltd. | 27,835 | $3.82M | 3.02% | −994−3.4% | Reduced |
| Rodgers Brothers Inc. | 27,829 | $3.82M | 0.69% | +770+2.8% | Added |
| Laurel Wealth Advisors, Inc. | 27,844 | $3.82M | 0.32% | −1,676−5.7% | Reduced |
| Choate Investment Advisors | 27,854 | $3.82M | 0.20% | +8,733+45.7% | Added |
| Quest Investment Management LLC | 27,959 | $3.83M | 0.36% | −1,913−6.4% | Reduced |
| Resources Investment Advisors, LLC. | 28,002 | $3.84M | 0.15% | +3,212+13.0% | Added |
| Silvant Capital Management LLC | 28,019 | $3.84M | 0.73% | −579−2.0% | Reduced |
| Valley National Advisers Inc | 28,048 | $3.85M | 0.74% | +80+0.3% | Added |
| Fairbanks Capital Management, Inc. | 28,109 | $3.85M | 2.87% | +1,067+3.9% | Added |
| Mission Creek Capital Partners, Inc. | 28,172 | $3.86M | 1.03% | −567−2.0% | Reduced |
| SOA Wealth Advisors, LLC. | 28,256 | $3.88M | 0.94% | −26−0.1% | Reduced |
| Riverview Capital Advisers, LLC | 28,286 | $3.88M | 1.79% | +5,903+26.4% | Added |
| JB Capital LLC | 28,346 | $3.89M | 0.38% | +5,801+25.7% | Added |
| Roberts Wealth Advisors, LLC | 28,412 | $3.89M | 1.52% | +1,270+4.7% | Added |
| Liberty Capital Management, Inc. | 28,411 | $3.90M | 1.14% | −120−0.4% | Reduced |
| Wintrust Investments LLC | 28,655 | $3.93M | 0.38% | +3,478+13.8% | Added |
| Nichols & Pratt Advisers LLP | 28,670 | $3.93M | 0.29% | +142+0.5% | Added |
| Stokes Family Office, LLC | 28,696 | $3.94M | 0.52% | −513−1.8% | Reduced |
| QV Investors Inc. | 28,700 | $3.94M | 0.28% | +9,220+47.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 28,736 | $3.94M | 0.07% | −76,198−72.6% | Reduced |
| HBK Sorce Advisory LLC | 28,729 | $3.94M | 0.22% | −4,547−13.7% | Reduced |
| Guardian Capital LP | 28,756 | $3.94M | 0.08% | −19,550−40.5% | Reduced |