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 |
|---|---|---|---|---|---|
| Vestcor Inc | 28,752 | $3.94M | 0.14% | +6,324+28.2% | Added |
| Coastline Trust Co | 28,852 | $3.96M | 0.48% | −398−1.4% | Reduced |
| Berkshire Bank | 28,895 | $3.96M | 0.94% | +971+3.5% | Added |
| IBM Retirement Fund | 28,974 | $3.97M | 0.56% | −1,257−4.2% | Reduced |
| Metis Global Partners, LLC | 28,987 | $3.98M | 0.48% | +13,016+81.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 29,047 | $3.98M | 0.15% | −9,161−24.0% | Reduced |
| Enterprise Trust & Investment Co | 29,060 | $3.99M | 1.43% | −1,000−3.3% | Reduced |
| Transform Wealth, LLC | 29,121 | $3.99M | 0.45% | +1,613+5.9% | Added |
| Mendel Money Management | 29,198 | $4.00M | 1.96% | +2,145+7.9% | Added |
| Carmignac Gestion | 29,001 | $4.01M | 0.06% | −13,849−32.3% | Reduced |
| Xcel Wealth Management, LLC | 29,261 | $4.01M | 1.10% | +6,530+28.7% | Added |
| Alpine Woods Capital Investors, LLC | 29,260 | $4.01M | 0.42% | +29,260 | New |
| Axxcess Wealth Management, LLC | 29,277 | $4.02M | 0.32% | −3,340−10.2% | Reduced |
| Wellington Shields & Co., LLC | 29,320 | $4.02M | 1.32% | +1,411+5.1% | Added |
| Ashton Thomas Private Wealth, LLC | 29,368 | $4.03M | 0.35% | +11,700+66.2% | Added |
| Valicenti Advisory Services Inc | 29,385 | $4.03M | 1.06% | +26,185+818.3% | Added |
| Campbell Newman Asset Management Inc | 29,599 | $4.06M | 0.39% | 00.0% | Unchanged |
| Welch Group, LLC | 29,664 | $4.07M | 0.23% | +4,667+18.7% | Added |
| Charter Trust Co | 29,755 | $4.08M | 0.37% | +397+1.4% | Added |
| SlateStone Wealth, LLC | 29,842 | $4.09M | 0.91% | −4,715−13.6% | Reduced |
| Montis Financial, LLC | 29,857 | $4.09M | 3.20% | −921−3.0% | Reduced |
| Clear Harbor Asset Management, LLC | 29,852 | $4.09M | 0.47% | +8,366+38.9% | Added |
| Hall Laurie J Trustee | 29,874 | $4.10M | 1.57% | +1,610+5.7% | Added |
| Cullen Capital Management LLC | 29,972 | $4.11M | 0.04% | +3,966+15.3% | Added |
| Horan Capital Advisors, LLC. | 29,969 | $4.11M | 1.65% | +10,000+50.1% | Added |
| Kingdon Capital Management, L.L.C. | 30,000 | $4.12M | 0.70% | −7,500−20.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $4.12M | 1.90% | 00.0% | Unchanged |
| Asset Dedication, LLC | 30,030 | $4.12M | 0.46% | +1,696+6.0% | Added |
| Weil Company, Inc. | 30,063 | $4.12M | 2.07% | −421−1.4% | Reduced |
| Transcend Wealth Collective, LLC | 30,269 | $4.15M | 0.37% | +622+2.1% | Added |
| Hills Bank & Trust Co | 30,287 | $4.15M | 0.59% | −460−1.5% | Reduced |
| Flagship Harbor Advisors, LLC | 30,378 | $4.17M | 0.40% | +1,437+5.0% | Added |
| Thomas Story & Son LLC | 30,419 | $4.17M | 1.65% | +10,755+54.7% | Added |
| Savant Capital, LLC | 30,432 | $4.17M | 0.14% | +2,366+8.4% | Added |
| IMS Capital Management | 30,488 | $4.18M | 2.20% | +387+1.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 30,644 | $4.20M | 1.27% | +3,126+11.4% | Added |
| Meridian Wealth Management, LLC | 30,720 | $4.21M | 0.46% | +1,544+5.3% | Added |
| BOK Financial Private Wealth, Inc. | 30,721 | $4.21M | 0.30% | +3,437+12.6% | Added |
| Wills Financial Group, Inc. | 30,773 | $4.22M | 1.77% | +689+2.3% | Added |
| Bridges Investment Management Inc | 30,801 | $4.22M | 0.13% | −14,174−31.5% | Reduced |
| Point72 Hong Kong Ltd | 30,811 | $4.23M | 0.39% | +3,120+11.3% | Added |
| Q Capital Solutions | 30,845 | $4.23M | 3.47% | −11,139−26.5% | Reduced |
| Beach Investment Counsel Inc | 30,850 | $4.23M | 0.45% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 30,849 | $4.23M | 1.58% | +2,273+8.0% | Added |
| Geneos Wealth Management Inc. | 30,862 | $4.23M | 0.18% | −2,881−8.5% | Reduced |
| Zeno Research, LLC | 30,893 | $4.24M | 3.66% | +15,616+102.2% | Added |
| First Citizens Bank & Trust Co | 30,966 | $4.25M | 0.16% | +751+2.5% | Added |
| Adalta Capital Management LLC | 31,011 | $4.25M | 2.12% | −150.0% | Reduced |
| FORA Capital, LLC | 30,336 | $4.28M | 0.77% | +23,324+332.6% | Added |
| Graybill Bartz & Assoc Ltd | 31,182 | $4.28M | 2.09% | +1,667+5.6% | Added |
| MainStreet Investment Advisors LLC | 31,184 | $4.28M | 0.40% | +532+1.7% | Added |
| Peloton Wealth Strategists | 31,213 | $4.28M | 1.79% | +3,265+11.7% | Added |
| B. Riley Wealth Management, Inc. | 31,260 | $4.29M | 0.33% | −481−1.5% | Reduced |
| Eastern Bank | 31,296 | $4.29M | 0.20% | −4,283−12.0% | Reduced |
| Citizens Business Bank | 31,383 | $4.30M | 0.52% | +1,673+5.6% | Added |
| Integrated Advisors Network LLC | 31,571 | $4.33M | 0.25% | +12,550+66.0% | Added |
| Wendell David Associates Inc | 31,579 | $4.33M | 0.48% | −6,564−17.2% | Reduced |
| Stevens Capital Management LP | 31,604 | $4.33M | 0.95% | −7,707−19.6% | Reduced |
| S&CO Inc | 31,647 | $4.34M | 0.30% | +1,540+5.1% | Added |
| IPG Investment Advisors LLC | 31,729 | $4.35M | 0.83% | −1,525−4.6% | Reduced |
| Redwood Investments, LLC | 31,734 | $4.35M | 0.41% | −58−0.2% | Reduced |
| Jupiter Wealth Management LLC | 31,754 | $4.36M | 2.73% | −3,175−9.1% | Reduced |
| William Allan, LLC | 31,777 | $4.36M | 3.29% | +1,193+3.9% | Added |
| Pecaut & Co. | 31,802 | $4.36M | 2.12% | −475−1.5% | Reduced |
| Westhampton Capital, LLC | 31,907 | $4.38M | 2.82% | +225+0.7% | Added |
| Corient Capital Partners, LLC | 31,915 | $4.38M | 0.29% | +3,438+12.1% | Added |
| Regatta Capital Group, LLC | 31,921 | $4.38M | 1.51% | −786−2.4% | Reduced |
| Kornitzer Capital Management Inc | 32,004 | $4.39M | 0.07% | +110+0.3% | Added |
| Univest Financial Corp | 32,095 | $4.40M | 1.24% | +6,173+23.8% | Added |
| Blue Zone Wealth Advisors, LLC | 32,107 | $4.40M | 1.64% | +2,562+8.7% | Added |
| Cigna Investments Inc | 32,141 | $4.41M | 0.54% | −9,081−22.0% | Reduced |
| First Hawaiian Bank | 32,194 | $4.42M | 0.14% | −1,236−3.7% | Reduced |
| RB Capital Management, LLC | 32,248 | $4.42M | 1.44% | +413+1.3% | Added |
| Susquehanna Fundamental Investments, LLC | 32,300 | $4.43M | 0.09% | −89,696−73.5% | Reduced |
| Boenning & Scattergood, Inc. | 32,319 | $4.43M | 0.71% | +395+1.2% | Added |
| Gardner Lewis Asset Management L P | 32,338 | $4.43M | 0.83% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 32,340 | $4.43M | 1.52% | +96+0.3% | Added |
| Westbourne Investment Advisors, Inc. | 32,381 | $4.44M | 1.84% | +3,694+12.9% | Added |
| Circle Wealth Management, LLC | 32,448 | $4.45M | 0.58% | +415+1.3% | Added |
| Mandatum Life Insurance Co Ltd | 32,469 | $4.45M | 0.82% | −253−0.8% | Reduced |
| Sumitomo Life Insurance Co | 32,577 | $4.47M | 0.11% | −485−1.5% | Reduced |
| Colony Capital, Inc. | 32,581 | $4.47M | 0.60% | +25,081+334.4% | Added |
| Journey Advisory Group, LLC | 32,603 | $4.47M | 1.13% | +2,533+8.4% | Added |
| Palmer Knight Co | 32,612 | $4.47M | 3.53% | −4,403−11.9% | Reduced |
| Notis-McConarty Edward | 32,622 | $4.47M | 1.60% | +1,047+3.3% | Added |
| Elk River Wealth Management, LLC | 32,676 | $4.48M | 0.98% | +6,363+24.2% | Added |
| Wealthcare Advisory Partners LLC | 32,704 | $4.49M | 0.27% | +839+2.6% | Added |
| Northwest Bancshares, Inc. | 32,713 | $4.49M | 0.86% | +771+2.4% | Added |
| Moody National Bank Trust Division | 32,731 | $4.49M | 0.14% | −4,805−12.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 32,783 | $4.50M | 0.56% | −1,335−3.9% | Reduced |
| Whalerock Point Partners, LLC | 32,878 | $4.51M | 1.60% | +913+2.9% | Added |
| Brandywine Global Investment Management, LLC | 32,999 | $4.53M | 0.03% | +706+2.2% | Added |
| KLCM Advisors, Inc. | 33,025 | $4.53M | 0.96% | +1,350+4.3% | Added |
| GM Advisory Group, Inc. | 33,070 | $4.54M | 0.54% | −4,402−11.7% | Reduced |
| Parallel Advisors, LLC | 32,225 | $4.54M | 0.18% | +879+2.8% | Added |
| DCM Advisors, LLC | 33,161 | $4.55M | 1.61% | −3,196−8.8% | Reduced |
| Westover Capital Advisors, LLC | 33,162 | $4.55M | 1.42% | −1,843−5.3% | Reduced |
| Institute for Wealth Management, LLC. | 33,226 | $4.56M | 0.75% | +1,035+3.2% | Added |
| Radnor Capital Management, LLC | 33,267 | $4.56M | 1.14% | −1,995−5.7% | Reduced |
| Twin Capital Management Inc | 33,301 | $4.57M | 0.49% | −135−0.4% | Reduced |