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 |
|---|---|---|---|---|---|
| Karpas Strategies, LLC | 56,750 | $7.78M | 2.45% | +1,383+2.5% | Added |
| CWM, LLC | 57,219 | $7.85M | 0.06% | +5,647+10.9% | Added |
| Blueshift Asset Management, LLC | 57,250 | $7.85M | 0.72% | +17,009+42.3% | Added |
| Forbes J M & Co LLP | 57,596 | $7.90M | 1.00% | −150.0% | Reduced |
| Leavell Investment Management, Inc. | 57,624 | $7.90M | 0.54% | −1,290−2.2% | Reduced |
| Pariax, LLC | 57,753 | $7.92M | 7.53% | +18,755+48.1% | Added |
| Motco | 57,782 | $7.92M | 0.51% | +4,969+9.4% | Added |
| Edmond de Rothschild Holding S.A. | 58,198 | $7.98M | 0.18% | −8,783−13.1% | Reduced |
| Sepio Capital, LP | 58,238 | $7.99M | 0.70% | −9,303−13.8% | Reduced |
| City Holding Co | 58,581 | $8.04M | 1.30% | −495−0.8% | Reduced |
| Curi Capital | 58,677 | $8.05M | 1.39% | −3,346−5.4% | Reduced |
| Ethic Inc. | 58,748 | $8.06M | 0.56% | +7,638+14.9% | Added |
| Schnieders Capital Management LLC | 58,940 | $8.08M | 1.93% | +939+1.6% | Added |
| Eagle Global Advisors LLC | 59,442 | $8.15M | 0.50% | +1,455+2.5% | Added |
| Motley Fool Wealth Management, LLC | 59,508 | $8.16M | 0.39% | +23,769+66.5% | Added |
| Vision Capital Management, Inc. | 59,921 | $8.22M | 1.35% | +4,702+8.5% | Added |
| Alpha Square Group S, LLC | 60,000 | $8.23M | 1.12% | +60,000 | New |
| Yost Capital Management, LP | 60,476 | $8.29M | 5.42% | −25,000−29.2% | Reduced |
| Fagan Associates, Inc. | 53,315 | $8.31M | 1.71% | +1,207+2.3% | Added |
| Graypoint LLC | 60,638 | $8.32M | 0.82% | +3,626+6.4% | Added |
| Industrial Alliance Investment Management Inc. | 60,803 | $8.34M | 0.20% | −22,780−27.3% | Reduced |
| Bath Savings Trust Co | 60,890 | $8.35M | 0.95% | −23,402−27.8% | Reduced |
| Telemus Capital, LLC | 61,095 | $8.38M | 0.73% | +2,773+4.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 61,153 | $8.39M | 1.17% | +37,197+155.3% | Added |
| McCollum Christoferson Group LLC | 61,484 | $8.43M | 2.08% | +430+0.7% | Added |
| Mutual Advisors, LLC | 61,735 | $8.47M | 0.48% | −2,385−3.7% | Reduced |
| American Portfolios Advisors | 61,801 | $8.48M | 0.29% | −3,780−5.8% | Reduced |
| Campbell Capital Management Inc | 61,935 | $8.49M | 4.71% | +4,920+8.6% | Added |
| Exchange Traded Concepts, LLC | 62,142 | $8.52M | 0.17% | −18,504−22.9% | Reduced |
| Anchor Investment Management, LLC | 62,452 | $8.57M | 1.08% | −273−0.4% | Reduced |
| Prudential PLC | 62,503 | $8.57M | 0.12% | +23,684+61.0% | Added |
| Bank of the West | 62,700 | $8.60M | 0.89% | −3,066−4.7% | Reduced |
| Blume Capital Management, Inc. | 62,732 | $8.60M | 2.84% | +6,342+11.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 62,823 | $8.62M | 2.18% | +3,459+5.8% | Added |
| Northwest & Ethical Investments L.P. | 62,843 | $8.62M | 0.28% | −2,173−3.3% | Reduced |
| CWA Asset Management Group, LLC | 62,875 | $8.62M | 0.66% | −36,631−36.8% | Reduced |
| Wealthsource Partners, LLC | 62,873 | $8.62M | 0.58% | +49,619+374.4% | Added |
| 1st Source Bank | 62,921 | $8.63M | 0.53% | −116−0.2% | Reduced |
| LMCG Investments, LLC | 63,573 | $8.72M | 0.51% | +63,573 | New |
| Icapital Wealth LLC | 66,255 | $8.74M | 3.61% | +62,129+1,505.8% | Added |
| Achmea Investment Management B.V. | 64,029 | $8.78M | 0.23% | +64,029 | New |
| Stelac Advisory Services LLC | 64,175 | $8.80M | 3.17% | +1,460+2.3% | Added |
| Worldquant Millennium Advisors LLC | 64,433 | $8.84M | 0.22% | +57,844+877.9% | Added |
| Boston Common Asset Management, LLC | 64,458 | $8.84M | 0.38% | −39,387−37.9% | Reduced |
| Acadian Asset Management LLC | 64,591 | $8.85M | 0.04% | +41,345+177.9% | Added |
| Norris Perne & French LLP | 64,769 | $8.88M | 0.72% | +2,063+3.3% | Added |
| HM Payson & Co | 64,837 | $8.89M | 0.20% | −358−0.5% | Reduced |
| First Nebraska Trust Co | 64,876 | $8.90M | 1.05% | −294−0.5% | Reduced |
| Addenda Capital Inc. | 64,942 | $8.91M | 0.36% | +3,880+6.4% | Added |
| Pacific Heights Asset Management LLC | 65,000 | $8.91M | 0.76% | +10,000+18.2% | Added |
| Zweig-DiMenna Associates LLC | 65,100 | $8.93M | 1.35% | +65,100 | New |
| Capital Investment Advisors, LLC | 65,296 | $8.96M | 0.27% | +1,460+2.3% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 65,384 | $8.97M | 1.56% | −96,149−59.5% | Reduced |
| Bessemer Group Inc | 65,466 | $8.98M | 0.02% | −9,066−12.2% | Reduced |
| Pioneer Trust Bank N A | 65,753 | $9.02M | 2.46% | +2,516+4.0% | Added |
| Buckingham Capital Management, Inc. | 65,767 | $9.02M | 1.48% | +437+0.7% | Added |
| Parthenon LLC | 65,969 | $9.05M | 1.31% | +960+1.5% | Added |
| Montag A & Associates Inc | 66,295 | $9.09M | 0.48% | +357+0.5% | Added |
| Polaris Wealth Advisory Group, LLC | 68,990 | $9.10M | 0.61% | −58,428−45.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 66,340 | $9.10M | 0.49% | +66,340 | New |
| Horizon Wealth Management, LLC | 66,346 | $9.10M | 2.83% | +48,973+281.9% | Added |
| Perigon Wealth Management, LLC | 66,363 | $9.10M | 0.64% | −7,194−9.8% | Reduced |
| Schwerin Boyle Capital Management Inc | 66,400 | $9.11M | 0.76% | −250−0.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 66,627 | $9.14M | 0.96% | +455+0.7% | Added |
| Boston Trust Walden Corp | 66,693 | $9.15M | 0.08% | −12,348−15.6% | Reduced |
| Nixon Capital, LLC | 66,713 | $9.15M | 5.23% | +367+0.6% | Added |
| Kelly Lawrence W & Associates Inc | 67,097 | $9.20M | 1.96% | +1,541+2.4% | Added |
| Lido Advisors, LLC | 67,479 | $9.26M | 0.18% | +9,230+15.8% | Added |
| Torray LLC | 67,531 | $9.26M | 1.49% | +315+0.5% | Added |
| Baker Chad R | 67,675 | $9.28M | 2.09% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 67,807 | $9.30M | 0.97% | +67,807 | New |
| Parsons Capital Management Inc | 67,860 | $9.31M | 0.70% | −1,095−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 68,028 | $9.33M | 0.29% | +4,661+7.4% | Added |
| Janney Capital Management LLC | 68,157 | $9.35M | 0.66% | −83−0.1% | Reduced |
| Spire Wealth Management | 67,736 | $9.36M | 0.25% | −12,527−15.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 82,505 | $9.37M | 0.37% | +7,059+9.4% | Added |
| Philadelphia Trust Co | 68,380 | $9.38M | 0.74% | −3,510−4.9% | Reduced |
| Heathbridge Capital Management Ltd. | 68,625 | $9.41M | 2.99% | −1,250−1.8% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 68,705 | $9.42M | 1.05% | +3,964+6.1% | Added |
| Providence Capital Advisors, LLC | 69,038 | $9.46M | 2.51% | +17,047+32.8% | Added |
| Telos Capital Management, Inc. | 69,028 | $9.47M | 1.23% | −3,401−4.7% | Reduced |
| Vantage Investment Partners, LLC | 69,153 | $9.48M | 0.47% | +887+1.3% | Added |
| Bridgeway Capital Management, LLC | 69,215 | $9.49M | 0.18% | +3,500+5.3% | Added |
| Guyasuta Investment Advisors Inc | 69,230 | $9.50M | 0.65% | −181−0.3% | Reduced |
| Lyell Wealth Management, LP | 69,483 | $9.53M | 1.23% | +2,858+4.3% | Added |
| Unigestion Holding SA | 69,540 | $9.54M | 0.41% | +9,943+16.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 69,670 | $9.56M | 0.43% | +498+0.7% | Added |
| Congress Wealth Management LLC | 69,791 | $9.57M | 0.21% | +498+0.7% | Added |
| First Financial Bank - Trust Division | 69,883 | $9.59M | 1.02% | +1,731+2.5% | Added |
| Gabalex Capital Management LLC | 70,000 | $9.60M | 4.43% | −20,000−22.2% | Reduced |
| Howard Hughes Medical Institute | 70,000 | $9.60M | 4.21% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 70,039 | $9.61M | 1.11% | −600−0.8% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 70,069 | $9.61M | 6.96% | +70,069 | New |
| GFS Advisors, LLC | 70,112 | $9.62M | 2.02% | +38,631+122.7% | Added |
| Autus Asset Management, LLC | 70,452 | $9.66M | 1.45% | −16,992−19.4% | Reduced |
| Waratah Capital Advisors Ltd. | 70,856 | $9.72M | 0.45% | +10,281+17.0% | Added |
| Parkside Investments, LLC | 71,033 | $9.74M | 1.91% | +12,060+20.5% | Added |
| ExodusPoint Capital Management, LP | 71,076 | $9.75M | 0.14% | +71,076 | New |
| Amussen Hunsaker Associates LLC | 71,701 | $9.78M | 2.26% | −18,444−20.5% | Reduced |
| Lincoln National Corp | 71,479 | $9.80M | 0.20% | +4,714+7.1% | Added |