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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 33,370 | $4.58M | 0.31% | +1,665+5.3% | Added |
| FDx Advisors, Inc. | 33,368 | $4.58M | 0.16% | +2,219+7.1% | Added |
| Essex LLC | 33,492 | $4.59M | 1.25% | +1,599+5.0% | Added |
| Brave Asset Management Inc | 33,558 | $4.60M | 1.59% | +1,469+4.6% | Added |
| Beta Wealth Group, Inc. | 33,584 | $4.61M | 3.08% | +3,530+11.7% | Added |
| Boston Research & Management Inc | 33,638 | $4.61M | 1.34% | +1,390+4.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,663 | $4.62M | 0.40% | +38+0.1% | Added |
| Ironwood Investment Counsel, LLC | 33,710 | $4.62M | 1.14% | +1,867+5.9% | Added |
| Jeppson Wealth Management, LLC | 33,741 | $4.63M | 2.16% | +12,664+60.1% | Added |
| Mitchell Capital Management Co | 33,773 | $4.63M | 1.04% | +5,940+21.3% | Added |
| HB Wealth Management, LLC | 33,812 | $4.64M | 0.09% | +3,911+13.1% | Added |
| Freemont Management S.A. | 33,900 | $4.65M | 0.70% | +33,900 | New |
| AMG National Trust Bank | 33,937 | $4.65M | 0.15% | −1,050−3.0% | Reduced |
| Naples Global Advisors, LLC | 33,958 | $4.66M | 0.54% | +1,777+5.5% | Added |
| Arlington Partners LLC | 34,223 | $4.69M | 1.33% | −879−2.5% | Reduced |
| Park Avenue Securities LLC | 34,298 | $4.70M | 0.08% | +5,502+19.1% | Added |
| Mark Stevens | 34,306 | $4.71M | 0.53% | −1,171−3.3% | Reduced |
| Greenleaf Trust | 34,354 | $4.71M | 0.06% | +3,127+10.0% | Added |
| Sicart Associates LLC | 34,400 | $4.72M | 1.22% | +5,729+20.0% | Added |
| Endurance Wealth Management, Inc. | 34,432 | $4.72M | 0.61% | −7,635−18.1% | Reduced |
| Baker Ellis Asset Management LLC | 34,437 | $4.72M | 0.85% | +280+0.8% | Added |
| American National Bank | 34,504 | $4.73M | 0.94% | −464−1.3% | Reduced |
| Davis-Rea Ltd. | 21,340 | $4.73M | 2.49% | +2,507+13.3% | Added |
| Brick & Kyle, Associates | 34,538 | $4.74M | 2.30% | −262−0.8% | Reduced |
| Private Advisory Group LLC | 34,605 | $4.75M | 0.93% | −2,856−7.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 34,633 | $4.75M | 0.11% | −3,202−8.5% | Reduced |
| Brighton Jones LLC | 34,645 | $4.75M | 0.22% | +3,916+12.7% | Added |
| Bridge Creek Capital Management LLC | 34,673 | $4.76M | 1.59% | +2,021+6.2% | Added |
| Karp Capital Management Corp | 34,671 | $4.76M | 0.69% | +7,109+25.8% | Added |
| American Trust | 34,680 | $4.76M | 0.32% | −335−1.0% | Reduced |
| Nixon Peabody Trust Co | 34,691 | $4.76M | 1.64% | +1,175+3.5% | Added |
| Addison Capital Co | 34,793 | $4.77M | 2.27% | +210+0.6% | Added |
| Perkins Coie Trust Co | 34,856 | $4.78M | 1.48% | +985+2.9% | Added |
| Boyar Asset Management Inc. | 34,853 | $4.78M | 3.07% | +2,000+6.1% | Added |
| Veriti Management LLC | 34,897 | $4.79M | 0.58% | +3,704+11.9% | Added |
| Townsend Asset Management Corp | 35,012 | $4.80M | 2.35% | +3,791+12.1% | Added |
| Patton Albertson Miller Group, LLC | 35,051 | $4.81M | 0.83% | +2,806+8.7% | Added |
| Greenline Partners, LLC | 35,087 | $4.81M | 0.90% | +2,663+8.2% | Added |
| Hedeker Wealth, LLC | 35,114 | $4.82M | 1.46% | +35,114 | New |
| Keel Point, LLC | 35,164 | $4.82M | 0.74% | +1,278+3.8% | Added |
| M. Kraus & Co | 35,203 | $4.83M | 1.63% | +217+0.6% | Added |
| Middleton & Co Inc | 35,227 | $4.83M | 0.52% | +102+0.3% | Added |
| Northstar Group, Inc. | 35,286 | $4.84M | 1.16% | +405+1.2% | Added |
| Bender Robert & Associates | 35,337 | $4.85M | 1.38% | +5,711+19.3% | Added |
| Empirical Finance, LLC | 35,357 | $4.85M | 0.54% | +7,396+26.5% | Added |
| Global Retirement Partners, LLC | 47,748 | $4.85M | 0.38% | +6,066+14.6% | Added |
| Arrow Financial Corp | 35,437 | $4.86M | 0.58% | +1,428+4.2% | Added |
| White Pine Investment CO | 35,469 | $4.87M | 1.65% | +1,123+3.3% | Added |
| Gladstone Institutional Advisory LLC | 35,696 | $4.90M | 0.33% | −1,751−4.7% | Reduced |
| Webster Bank, N. A. | 35,748 | $4.90M | 0.57% | +3,020+9.2% | Added |
| Oak Grove Capital LLC | 35,775 | $4.91M | 1.04% | −6,435−15.2% | Reduced |
| Chemung Canal Trust Co | 35,777 | $4.91M | 0.95% | +124+0.3% | Added |
| North Star Investment Management Corp. | 35,797 | $4.91M | 0.38% | +5,570+18.4% | Added |
| Abbrea Capital, LLC | 35,861 | $4.92M | 0.69% | +115+0.3% | Added |
| Logan Capital Management Inc | 35,937 | $4.93M | 0.24% | −175−0.5% | Reduced |
| McDonald Partners LLC | 36,046 | $4.94M | 1.08% | +36,046 | New |
| J.W. Cole Advisors, Inc. | 36,060 | $4.95M | 0.33% | +4,396+13.9% | Added |
| Diligent Investors, LLC | 36,196 | $4.96M | 1.44% | −108−0.3% | Reduced |
| Allen Investment Management LLC | 36,500 | $5.01M | 0.07% | 00.0% | Unchanged |
| Heritage Trust Co | 36,666 | $5.03M | 0.71% | +958+2.7% | Added |
| Centaurus Financial, Inc. | 36,836 | $5.05M | 0.40% | +4,319+13.3% | Added |
| Kavar Capital Partners Group, LLC | 36,881 | $5.06M | 1.09% | +1,849+5.3% | Added |
| Equitable Trust Co | 36,888 | $5.06M | 0.33% | +19,215+108.7% | Added |
| Financial Advocates Investment Management | 36,910 | $5.06M | 0.33% | −1,162−3.1% | Reduced |
| Family Capital Trust Co | 36,934 | $5.07M | 1.65% | +205+0.6% | Added |
| Wells Trecaso Financial Group, LLC | 37,047 | $5.08M | 2.26% | +2,113+6.0% | Added |
| Strategic Wealth Designers | 37,148 | $5.09M | 1.22% | +5,450+17.2% | Added |
| Cramer Rosenthal McGlynn LLC | 37,241 | $5.11M | 0.20% | −22,303−37.5% | Reduced |
| Private Trust Co NA | 37,312 | $5.12M | 0.80% | −2,799−7.0% | Reduced |
| Roanoke Asset Management Corp | 37,478 | $5.14M | 1.91% | −1,390−3.6% | Reduced |
| Toroso Investments, LLC | 37,522 | $5.15M | 0.15% | +1,795+5.0% | Added |
| Contrarius Investment Management Ltd | 37,550 | $5.15M | 0.24% | −1,614−4.1% | Reduced |
| Stoneridge Investment Partners LLC | 37,581 | $5.16M | 2.42% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 37,631 | $5.16M | 1.34% | +693+1.9% | Added |
| Mount Yale Investment Advisors, LLC | 37,665 | $5.17M | 0.56% | +3,458+10.1% | Added |
| Moreno Evelyn V | 37,757 | $5.18M | 1.05% | −487−1.3% | Reduced |
| Family Management Corp | 37,834 | $5.19M | 1.44% | +1,550+4.3% | Added |
| Account Management LLC | 37,903 | $5.20M | 5.09% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 37,950 | $5.21M | 1.01% | −505−1.3% | Reduced |
| Paloma Partners Management Co | 38,074 | $5.22M | 0.40% | +32,936+641.0% | Added |
| Walter & Keenan Financial Consulting Co | 38,079 | $5.22M | 1.77% | −90.0% | Reduced |
| Chartwell Investment Partners, LLC | 38,443 | $5.27M | 0.18% | +30.0% | Added |
| Pavion Blue Capital, LLC | 38,478 | $5.28M | 3.09% | +3,379+9.6% | Added |
| Aptus Capital Advisors, LLC | 38,661 | $5.30M | 0.16% | +4,900+14.5% | Added |
| Buckhead Capital Management LLC | 38,719 | $5.31M | 1.15% | +1,031+2.7% | Added |
| Sargent Bickham Lagudis LLC | 38,877 | $5.33M | 0.41% | +1,837+5.0% | Added |
| Fluent Financial, LLC | 39,004 | $5.35M | 2.20% | −638−1.6% | Reduced |
| Meitav Dash Investments Ltd | 38,964 | $5.35M | 0.08% | +31,150+398.6% | Added |
| Meyer Handelman Co | 39,061 | $5.36M | 0.21% | +4,900+14.3% | Added |
| Laurel Wealth Advisors LLC | 39,107 | $5.36M | 1.15% | +392+1.0% | Added |
| RKL Wealth Management LLC | 39,246 | $5.38M | 0.65% | +679+1.8% | Added |
| Jefferies Group LLC | 39,248 | $5.38M | 0.12% | −169,875−81.2% | Reduced |
| Permanens Capital L.P. | 39,297 | $5.39M | 0.84% | −7,669−16.3% | Reduced |
| WMS Partners, LLC | 39,483 | $5.42M | 0.74% | +941+2.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 39,503 | $5.42M | 2.45% | +316+0.8% | Added |
| Buckingham Strategic Wealth, LLC | 39,519 | $5.42M | 0.11% | −1,576−3.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 39,521 | $5.42M | 0.60% | +5,657+16.7% | Added |
| Legacy Private Trust Co. | 39,605 | $5.43M | 0.42% | +4,809+13.8% | Added |
| First Interstate Bank | 39,612 | $5.43M | 0.51% | +9,244+30.4% | Added |
| FAI Wealth Management | 39,621 | $5.43M | 4.40% | −35−0.1% | Reduced |