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 |
|---|---|---|---|---|---|
| Guardian Capital Advisors LP | 41,560 | $5.44M | 0.53% | +6,625+19.0% | Added |
| Independent Financial Group, LLC | 39,821 | $5.46M | 0.44% | +4,273+12.0% | Added |
| Mission Wealth Management, LP | 39,832 | $5.46M | 0.26% | +3,623+10.0% | Added |
| Hyman Charles D | 39,914 | $5.47M | 0.35% | −500−1.2% | Reduced |
| Bayesian Capital Management, LP | 39,994 | $5.49M | 0.82% | +39,994 | New |
| Kempner Capital Management Inc. | 40,116 | $5.50M | 3.01% | −122−0.3% | Reduced |
| Unio Capital LLC | 40,118 | $5.50M | 2.37% | −487−1.2% | Reduced |
| Mizuho Markets Cayman LP | 40,166 | $5.51M | 0.59% | +10,196+34.0% | Added |
| Lynch & Associates | 40,195 | $5.51M | 1.34% | +111+0.3% | Added |
| Brookstone Capital Management | 42,235 | $5.52M | 0.11% | −2,351−5.3% | Reduced |
| Amica Mutual Insurance Co | 40,233 | $5.52M | 0.65% | −2,118−5.0% | Reduced |
| Harbor Investment Advisory, LLC | 40,296 | $5.53M | 0.73% | −1,541−3.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 40,373 | $5.54M | 0.81% | −863−2.1% | Reduced |
| Capital Investment Counsel, Inc | 40,373 | $5.54M | 1.15% | +3,767+10.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 42,006 | $5.54M | 0.96% | −17,891−29.9% | Reduced |
| Prospera Financial Services Inc | 40,456 | $5.55M | 0.23% | +8,184+25.4% | Added |
| Canandaigua National Corp | 40,509 | $5.56M | 0.85% | −91−0.2% | Reduced |
| Financial Avengers, Inc. | 40,656 | $5.58M | 3.49% | +3,346+9.0% | Added |
| Profund Advisors LLC | 40,678 | $5.58M | 0.23% | −2,401−5.6% | Reduced |
| IHT Wealth Management, LLC | 40,685 | $5.58M | 0.42% | +3,438+9.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 40,691 | $5.58M | 1.23% | +652+1.6% | Added |
| Lorne Steinberg Wealth Management Inc. | 40,792 | $5.59M | 2.58% | +741+1.9% | Added |
| Redpoint Investment Management Pty Ltd | 40,796 | $5.60M | 0.56% | −2,865−6.6% | Reduced |
| Madison Wealth Management | 40,810 | $5.60M | 1.18% | +1,037+2.6% | Added |
| Culbertson A N & Co Inc | 40,875 | $5.61M | 1.06% | +2,472+6.4% | Added |
| Altrafin AG | 41,079 | $5.63M | 2.21% | +462+1.1% | Added |
| Strategic Advisors LLC | 41,088 | $5.63M | 0.98% | +8,613+26.5% | Added |
| Wealth Advisory Solutions, LLC | 41,128 | $5.64M | 1.17% | +41,128 | New |
| Farmers Trust Co | 41,266 | $5.66M | 1.21% | +338+0.8% | Added |
| Wallington Asset Management, LLC | 41,402 | $5.68M | 0.98% | +1,000+2.5% | Added |
| Sompo Asset Management Co., Ltd. | 41,430 | $5.68M | 1.23% | −1,760−4.1% | Reduced |
| Gotham Asset Management, LLC | 41,473 | $5.69M | 0.18% | +29,088+234.9% | Added |
| PFS Investments Inc. | 41,507 | $5.69M | 0.11% | −23,523−36.2% | Reduced |
| Epoch Investment Partners, Inc. | 41,576 | $5.70M | 0.03% | −417,283−90.9% | Reduced |
| Jag Capital Management, LLC | 30,976 | $5.72M | 0.57% | −4,526−12.7% | Reduced |
| First Horizon Advisors, Inc. | 41,781 | $5.73M | 0.31% | −12,589−23.2% | Reduced |
| First American Trust, FSB | 41,833 | $5.74M | 0.79% | +2,852+7.3% | Added |
| German American Bancorp, Inc. | 41,936 | $5.75M | 0.84% | +1,068+2.6% | Added |
| NJ State Employees Deferred Compensation Plan | 42,000 | $5.76M | 0.78% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 42,090 | $5.77M | 2.61% | +6,161+17.1% | Added |
| AlphaCrest Capital Management LLC | 42,129 | $5.78M | 0.32% | +33,405+382.9% | Added |
| Spinnaker Trust | 42,289 | $5.80M | 0.39% | +7,082+20.1% | Added |
| Rossmore Private Capital | 42,346 | $5.81M | 0.90% | +458+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 42,367 | $5.81M | 0.21% | +2,633+6.6% | Added |
| Fragasso Group Inc. | 42,378 | $5.81M | 0.69% | +2,857+7.2% | Added |
| Evoke Wealth, LLC | 42,647 | $5.85M | 0.19% | +544+1.3% | Added |
| Great Valley Advisor Group, Inc. | 40,979 | $5.85M | 0.34% | −1,532−3.6% | Reduced |
| Resources Management Corp | 42,661 | $5.85M | 0.82% | +1,411+3.4% | Added |
| Kidder Stephen W | 42,700 | $5.86M | 1.89% | +425+1.0% | Added |
| Taylor Wealth Management Partners | 42,911 | $5.89M | 2.38% | +2,291+5.6% | Added |
| Dynamic Advisor Solutions LLC | 43,035 | $5.90M | 0.41% | +635+1.5% | Added |
| Ferris Capital, LLC | 43,104 | $5.91M | 1.35% | +514+1.2% | Added |
| Riverpark Capital Management LLC | 43,195 | $5.92M | 3.29% | −2,893−6.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 42,088 | $5.93M | 0.80% | +15,088+55.9% | Added |
| Stony Point Wealth Management Inc. | 43,363 | $5.95M | 3.14% | +8,305+23.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 43,396 | $5.95M | 0.02% | −113,188−72.3% | Reduced |
| Essex Investment Management Co LLC | 43,487 | $5.96M | 0.74% | −1,220−2.7% | Reduced |
| Horizon Investments, LLC | 43,544 | $5.97M | 0.17% | +6,605+17.9% | Added |
| Hancock Whitney Corp | 43,857 | $6.01M | 0.20% | −28,523−39.4% | Reduced |
| Everence Capital Management Inc | 43,932 | $6.03M | 0.46% | −8,070−15.5% | Reduced |
| Texas Yale Capital Corp. | 44,113 | $6.05M | 0.33% | +753+1.7% | Added |
| Rice Partnership, LLC | 44,117 | $6.05M | 1.75% | +1,751+4.1% | Added |
| Hudson Valley Investment Advisors Inc | 44,132 | $6.05M | 0.81% | −742−1.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 44,375 | $6.09M | 5.23% | +5,812+15.1% | Added |
| Violich Capital Management, Inc. | 44,384 | $6.09M | 0.90% | +99+0.2% | Added |
| CAPROCK Group, Inc. | 44,614 | $6.12M | 0.58% | +993+2.3% | Added |
| Gluskin Sheff & Assoc Inc | 44,627 | $6.12M | 0.27% | −1,467−3.2% | Reduced |
| Balyasny Asset Management LLC | 44,681 | $6.13M | 0.03% | +21,252+90.7% | Added |
| Oak Harvest Investment Services | 44,789 | $6.14M | 1.52% | +2,154+5.1% | Added |
| Hartford Financial Management Inc. | 44,914 | $6.16M | 1.49% | +274+0.6% | Added |
| Baker Avenue Asset Management, LP | 44,961 | $6.17M | 0.33% | +1,890+4.4% | Added |
| Farmers National Bank | 45,076 | $6.18M | 2.14% | +788+1.8% | Added |
| Motley Fool Asset Management LLC | 45,205 | $6.20M | 0.45% | −1,707−3.6% | Reduced |
| Quantitative Investment Management, LLC | 45,311 | $6.21M | 0.67% | +45,311 | New |
| Exchange Capital Management, Inc. | 45,470 | $6.24M | 1.17% | +231+0.5% | Added |
| Bank of Nova Scotia Trust Co | 45,551 | $6.25M | 0.54% | +2,992+7.0% | Added |
| Schmidt P J Investment Management Inc | 56,303 | $6.29M | 1.39% | +669+1.2% | Added |
| Adell Harriman & Carpenter Inc | 45,889 | $6.29M | 0.61% | +695+1.5% | Added |
| Check Capital Management Inc | 45,936 | $6.30M | 0.50% | +5,100+12.5% | Added |
| Quinn Opportunity Partners LLC | 45,950 | $6.30M | 0.37% | +10,150+28.4% | Added |
| Puzo Michael J | 46,133 | $6.33M | 1.90% | +677+1.5% | Added |
| Western Wealth Management, LLC | 46,121 | $6.33M | 0.31% | +26,393+133.8% | Added |
| Donaldson Capital Management, LLC | 46,294 | $6.35M | 0.29% | +3,850+9.1% | Added |
| Thompson Siegel & Walmsley LLC | 46,471 | $6.37M | 0.09% | −1,457−3.0% | Reduced |
| Verition Fund Management LLC | 46,562 | $6.39M | 0.12% | −1,962,032−97.7% | Reduced |
| Princeton Capital Management LLC | 46,619 | $6.39M | 1.99% | −751−1.6% | Reduced |
| First Trust Advisors LP | 46,717 | $6.41M | 0.01% | +11,809+33.8% | Added |
| Key Financial Inc | 46,910 | $6.43M | 3.20% | −170−0.4% | Reduced |
| Levin Capital Strategies, L.P. | 46,959 | $6.44M | 0.63% | −200−0.4% | Reduced |
| Chapman Investment Management, LLC | 46,968 | $6.44M | 3.43% | +709+1.5% | Added |
| Boyer & Corporon Wealth Management, LLC | 47,175 | $6.47M | 1.93% | +1,038+2.2% | Added |
| Aristotle Atlantic Partners, LLC | 47,234 | $6.48M | 0.40% | +2,479+5.5% | Added |
| Shufro Rose & Co LLC | 47,249 | $6.48M | 0.50% | +1,588+3.5% | Added |
| Birch Hill Investment Advisors LLC | 47,292 | $6.49M | 0.35% | +4,235+9.8% | Added |
| Ameritas Advisory Services, LLC | 47,317 | $6.49M | 0.24% | −231−0.5% | Reduced |
| Boothe Investment Group, Inc. | 47,421 | $6.50M | 4.48% | +3,653+8.3% | Added |
| Atwater Malick LLC | 47,389 | $6.50M | 3.14% | +2,282+5.1% | Added |
| Legal Advantage Investments, Inc. | 47,477 | $6.51M | 4.90% | +1,750+3.8% | Added |
| Yarbrough Capital, LLC | 47,790 | $6.55M | 0.37% | +90.0% | Added |
| Apollon Wealth Management, LLC | 47,909 | $6.57M | 0.47% | −1,503−3.0% | Reduced |