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 |
|---|---|---|---|---|---|
| Highland Capital Management, LLC | 47,973 | $6.58M | 0.39% | −46,491−49.2% | Reduced |
| LMR Partners LLP | 48,027 | $6.59M | 0.10% | +48,027 | New |
| Beech Hill Advisors, Inc. | 48,330 | $6.63M | 2.70% | +16,095+49.9% | Added |
| HGI Capital Management, LLC | 48,341 | $6.63M | 2.05% | +5,851+13.8% | Added |
| Alpha Omega Wealth Management LLC | 48,394 | $6.64M | 1.05% | +1,016+2.1% | Added |
| Power Corp of Canada | 48,624 | $6.67M | 0.56% | +48,624 | New |
| Koshinski Asset Management, Inc. | 48,624 | $6.67M | 0.55% | +1,133+2.4% | Added |
| Calamos Wealth Management LLC | 48,627 | $6.67M | 0.50% | +940+2.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 48,633 | $6.67M | 1.48% | +48,633 | New |
| BKD Wealth Advisors, LLC | 48,649 | $6.67M | 0.28% | +4,041+9.1% | Added |
| swisspartners Advisors Ltd | 48,733 | $6.68M | 4.61% | +1,525+3.2% | Added |
| WoodTrust Financial Corp | 48,799 | $6.69M | 1.36% | +5,210+12.0% | Added |
| Independent Investors Inc | 48,915 | $6.71M | 1.49% | −50−0.1% | Reduced |
| Means Investment Co., Inc. | 48,996 | $6.72M | 1.22% | +3,447+7.6% | Added |
| Terry L. Blaker | 49,050 | $6.73M | 0.55% | +1,653+3.5% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 49,107 | $6.74M | 1.71% | +11,026+29.0% | Added |
| Perennial Advisors, LLC | 49,162 | $6.74M | 1.79% | +4,076+9.0% | Added |
| Dixon Hubard Feinour & Brown Inc | 49,200 | $6.75M | 0.68% | +488+1.0% | Added |
| Los Angeles Capital Management LLC | 49,239 | $6.75M | 0.03% | +32,668+197.1% | Added |
| O'Shaughnessy Asset Management, LLC | 49,270 | $6.76M | 0.11% | +9,421+23.6% | Added |
| Pinpoint Asset Management Ltd | 49,400 | $6.78M | 2.81% | +43,200+696.8% | Added |
| CMH Wealth Management LLC | 49,424 | $6.78M | 2.08% | +16,500+50.1% | Added |
| Steel Peak Wealth Management LLC | 49,558 | $6.80M | 0.41% | +2,913+6.2% | Added |
| Stonebridge Capital Management Inc | 49,836 | $6.84M | 2.47% | +485+1.0% | Added |
| Simmons Bank | 49,846 | $6.84M | 0.51% | −2,092−4.0% | Reduced |
| First Western Trust Bank | 48,548 | $6.84M | 0.35% | +48,548 | New |
| Van Strum & Towne Inc. | 49,970 | $6.85M | 2.57% | +96+0.2% | Added |
| Anderson Hoagland & Co | 49,987 | $6.86M | 0.88% | −140.0% | Reduced |
| Bourgeon Capital Management LLC | 49,992 | $6.86M | 1.55% | +1,390+2.9% | Added |
| Lockheed Martin Investment Management Co | 50,151 | $6.88M | 0.38% | +4,430+9.7% | Added |
| Fishman Jay A Ltd | 50,301 | $6.90M | 0.76% | +12,900+34.5% | Added |
| Signaturefd, LLC | 50,346 | $6.91M | 0.21% | +2,536+5.3% | Added |
| Bulltick Wealth Management, LLC | 50,421 | $6.92M | 1.58% | +13,893+38.0% | Added |
| Walter Public Investments Inc. | 59,457 | $6.94M | 2.34% | +59,457 | New |
| Siemens Fonds Invest GmbH | 50,741 | $6.96M | 0.57% | −238−0.5% | Reduced |
| TLW Wealth Management, LLC | 50,863 | $6.98M | 4.09% | +264+0.5% | Added |
| Kinneret Advisory, LLC | 50,921 | $6.98M | 0.77% | +1,139+2.3% | Added |
| Desjardins Global Asset Management Inc. | 51,084 | $7.01M | 0.61% | −588−1.1% | Reduced |
| RNC Capital Management LLC | 51,148 | $7.02M | 0.36% | −22,863−30.9% | Reduced |
| Ar Asset Management Inc | 51,165 | $7.02M | 1.77% | +2,700+5.6% | Added |
| Fulton Bank, N.A. | 51,178 | $7.02M | 0.33% | +5,278+11.5% | Added |
| Pallas Capital Advisors LLC | 53,838 | $7.02M | 0.90% | +28,107+109.2% | Added |
| Rothschild Investment Corp | 51,344 | $7.04M | 0.55% | −2,167−4.0% | Reduced |
| LaFleur & Godfrey LLC | 51,363 | $7.04M | 0.95% | +17,099+49.9% | Added |
| North Growth Management Ltd. | 52,000 | $7.08M | 1.31% | +1,000+2.0% | Added |
| Winslow Asset Management Inc | 51,804 | $7.11M | 1.40% | −1,150−2.2% | Reduced |
| Frontier Wealth Management LLC | 54,343 | $7.11M | 0.09% | +4,523+9.1% | Added |
| KMG Fiduciary Partners, LLC | 51,919 | $7.12M | 1.14% | +4,072+8.5% | Added |
| Hoylecohen, LLC | 51,955 | $7.13M | 0.61% | +4,690+9.9% | Added |
| Broderick Brian C | 51,995 | $7.13M | 1.82% | +1,021+2.0% | Added |
| Lafayette Investments, Inc. | 51,998 | $7.13M | 1.77% | +1,635+3.2% | Added |
| Sara-Bay Financial | 52,096 | $7.14M | 2.83% | +117+0.2% | Added |
| Security National Bank | 52,716 | $7.23M | 1.65% | +3,142+6.3% | Added |
| Patten & Patten Inc | 52,721 | $7.23M | 0.53% | +3,175+6.4% | Added |
| Wade G W & Inc | 52,831 | $7.25M | 0.31% | +991+1.9% | Added |
| Sonora Investment Management Group, LLC | 52,842 | $7.25M | 0.82% | +5,451+11.5% | Added |
| Novare Capital Management LLC | 52,867 | $7.25M | 0.77% | +1,609+3.1% | Added |
| Argent Trust Co | 52,989 | $7.27M | 0.44% | −10,602−16.7% | Reduced |
| EULAV Asset Management | 53,000 | $7.27M | 0.22% | −3,008−5.4% | Reduced |
| Bard Financial Services, Inc. | 53,028 | $7.27M | 0.59% | −3,250−5.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 53,058 | $7.28M | 1.05% | +7,791+17.2% | Added |
| Corbenic Partners LLC | 53,122 | $7.29M | 1.58% | +10,309+24.1% | Added |
| We Are One Seven, LLC | 53,193 | $7.30M | 0.78% | +4,695+9.7% | Added |
| Sand Hill Global Advisors, LLC | 53,473 | $7.33M | 0.41% | +1,513+2.9% | Added |
| Caldwell Trust Co | 53,475 | $7.33M | 0.87% | +220+0.4% | Added |
| River Wealth Advisors LLC | 53,498 | $7.34M | 1.17% | +2,078+4.0% | Added |
| BTC Capital Management, Inc. | 53,566 | $7.35M | 0.73% | −5,177−8.8% | Reduced |
| Marietta Wealth Management, LLC | 53,573 | $7.35M | 1.54% | +4,566+9.3% | Added |
| Tamar Securities, LLC | 53,591 | $7.35M | 2.05% | +8,438+18.7% | Added |
| Equitable Holdings, Inc. | 53,602 | $7.35M | 0.12% | +5,493+11.4% | Added |
| Tenere Capital LLC | 53,625 | $7.36M | 2.82% | +53,625 | New |
| Trust Co of Toledo NA | 53,688 | $7.36M | 1.13% | −120.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 53,739 | $7.37M | 0.65% | +4,754+9.7% | Added |
| NBT Bank N A | 53,783 | $7.38M | 0.99% | −1,209−2.2% | Reduced |
| Fulcrum Capital LLC | 53,888 | $7.39M | 1.98% | +2,082+4.0% | Added |
| IndexIQ Advisors LLC | 54,083 | $7.42M | 0.26% | +23,611+77.5% | Added |
| Clearstead Advisors, LLC | 54,273 | $7.44M | 0.51% | −356−0.7% | Reduced |
| JustInvest LLC | 54,292 | $7.45M | 0.36% | +21,574+65.9% | Added |
| Pettyjohn, Wood & White, Inc | 54,330 | $7.45M | 1.59% | −30−0.1% | Reduced |
| United Asset Strategies, Inc. | 54,473 | $7.47M | 0.95% | +1,367+2.6% | Added |
| GHP Investment Advisors, Inc. | 54,569 | $7.49M | 0.49% | +58+0.1% | Added |
| Pathstone Family Office, LLC | 54,025 | $7.52M | 0.18% | +13,930+34.7% | Added |
| Courier Capital LLC | 54,943 | $7.54M | 0.75% | −3,672−6.3% | Reduced |
| Strategy Asset Managers LLC | 54,950 | $7.54M | 1.63% | +1,580+3.0% | Added |
| CapWealth Advisors, LLC | 55,055 | $7.55M | 0.77% | −31,880−36.7% | Reduced |
| WealthBridge Investment Counsel Inc. | 55,071 | $7.55M | 3.33% | +2,205+4.2% | Added |
| Ravenstone Capital Management Inc. | 55,168 | $7.57M | 5.25% | +12,165+28.3% | Added |
| South State Corp. | 55,176 | $7.57M | 0.60% | −3,117−5.3% | Reduced |
| Capula Management Ltd | 55,259 | $7.58M | 2.10% | +55,259 | New |
| DuPont Capital Management Corp | 55,486 | $7.61M | 0.31% | −17,454−23.9% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 55,500 | $7.61M | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 55,561 | $7.62M | 0.27% | −557−1.0% | Reduced |
| Kingsview Wealth Management, LLC | 55,710 | $7.64M | 0.34% | −49,390−47.0% | Reduced |
| Harbor Advisors LLC | 56,138 | $7.70M | 1.58% | −1,000−1.8% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 56,284 | $7.72M | 2.58% | +13,204+30.6% | Added |
| Cim, LLC | 59,198 | $7.73M | 1.44% | −34,614−36.9% | Reduced |
| Richard Bernstein Advisors LLC | 56,436 | $7.74M | 0.15% | 00.0% | Unchanged |
| Allworth Financial LP | 56,428 | $7.74M | 0.10% | +29,955+113.2% | Added |
| Toth Financial Advisory Corp | 56,531 | $7.75M | 1.16% | −95−0.2% | Reduced |
| First National Trust Co | 56,618 | $7.77M | 0.40% | +1,732+3.2% | Added |