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; 2,948 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
- −38 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
- 157
- 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Coury Firm Asset Management LLC | 1,519 | $208.0K | 0.18% | +47+3.2% | Added |
| Cassia Capital Partners, LLC | 1,516 | $208.0K | 0.17% | +48+3.3% | Added |
| Birchcreek Wealth Management, LLC | 1,513 | $208.0K | 0.18% | +150+11.0% | Added |
| R. W. Roge & Company, Inc. | 1,519 | $208.0K | 0.15% | 00.0% | Unchanged |
| Integrity Advisory, LLC | 1,518 | $208.0K | 0.20% | +1,518 | New |
| Rock Creek Group, LP | 1,526 | $209.0K | 0.03% | +236+18.3% | Added |
| Royal Harbor Partners, LLC | 1,530 | $210.0K | 0.13% | −19−1.2% | Reduced |
| Lee Financial Co | 1,532 | $210.0K | 0.04% | −5−0.3% | Reduced |
| Coastal Capital Group, Inc. | 1,531 | $210.0K | 0.05% | +12+0.8% | Added |
| AllSquare Wealth Management LLC | 1,536 | $211.0K | 0.13% | −214−12.2% | Reduced |
| Mayport, LLC | 1,541 | $211.0K | 0.15% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,540 | $211.0K | 0.03% | +6+0.4% | Added |
| QCM Cayman, Ltd. | 1,541 | $211.0K | 0.92% | +1,541 | New |
| Occudo Quantitative Strategies LP | 1,545 | $212.0K | 0.02% | −35,652−95.8% | Reduced |
| Campion Asset Management LLC | 1,549 | $212.0K | 0.18% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 1,533 | $212.0K | 0.08% | +32+2.1% | Added |
| Harrell Investment Partners, LLC | 1,549 | $213.0K | 0.08% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 1,554 | $213.0K | 0.19% | +100+6.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,551 | $213.0K | 0.04% | +226+17.1% | Added |
| Sunburst Financial Group, LLC | 1,550 | $213.0K | 0.11% | +255+19.7% | Added |
| Howe & Rusling Inc | 1,557 | $214.0K | 0.02% | −338−17.8% | Reduced |
| Cohen Capital Management, Inc. | 1,570 | $215.0K | 0.04% | +1,570 | New |
| Concorde Asset Management, LLC | 1,583 | $217.0K | 0.14% | +1,583 | New |
| Opes Wealth Management LLC | 1,587 | $218.0K | 0.07% | −155−8.9% | Reduced |
| D.B. Root & Company, LLC | 1,593 | $218.0K | 0.08% | +24+1.5% | Added |
| Eagle Strategies LLC | 1,590 | $218.0K | 0.09% | +1,590 | New |
| Bourne Lent Asset Management Inc | 1,600 | $219.0K | 0.07% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 1,600 | $219.0K | 0.29% | +250+18.5% | Added |
| Element Wealth, LLC | 1,606 | $220.0K | 0.18% | +59+3.8% | Added |
| EverSource Wealth Advisors, LLC | 1,605 | $220.0K | 0.06% | +342+27.1% | Added |
| Harfst & Associates, Inc. | 1,613 | $221.0K | 0.05% | −20−1.2% | Reduced |
| AIMZ Investment Advisors, LLC | 1,608 | $221.0K | 0.09% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,612 | $221.0K | 0.08% | +279+20.9% | Added |
| Wealthcare Capital Management LLC | 1,622 | $222.0K | 0.02% | +1,622 | New |
| Waller Financial Planning Group, Inc | 1,623 | $223.0K | 0.06% | +246+17.9% | Added |
| Capital Counsel LLC | 1,636 | $224.0K | 0.01% | −1,259−43.5% | Reduced |
| WJ Wealth Management, LLC | 1,630 | $224.0K | 0.15% | +50+3.2% | Added |
| Collective Family Office LLC | 1,640 | $225.0K | 0.09% | −57−3.4% | Reduced |
| PrairieView Partners, LLC | 1,650 | $226.0K | 0.03% | −85−4.9% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,651 | $226.0K | 0.09% | +5+0.3% | Added |
| Southern Capital Advisors, LLC | 1,648 | $226.0K | 0.15% | +14+0.9% | Added |
| SWM Advisors | 1,647 | $226.0K | 0.18% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,650 | $226.0K | 0.04% | +372+29.1% | Added |
| Fountainhead AM, LLC | 1,654 | $227.0K | 0.10% | −791−32.4% | Reduced |
| Morling Financial Advisors, LLC | 1,657 | $227.0K | 0.29% | −39−2.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,652 | $227.0K | 0.06% | −21−1.3% | Reduced |
| Clay Northam Wealth Management, LLC | 1,660 | $228.0K | 0.23% | −100−5.7% | Reduced |
| Planning Center, Inc. | 1,659 | $228.0K | 0.66% | +129+8.4% | Added |
| Heron Financial Group, LLC | 1,670 | $229.0K | 0.12% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,671 | $229.0K | 0.17% | +200+13.6% | Added |
| Pluribus Labs, LLC | 1,668 | $229.0K | 0.91% | +1,668 | New |
| Outlook Wealth Advisors, LLC | 1,678 | $230.0K | 0.08% | −4,245−71.7% | Reduced |
| Vestor Capital, LLC | 1,678 | $230.0K | 0.02% | −295−15.0% | Reduced |
| Souders Financial Advisors | 1,673 | $230.0K | 0.07% | +25+1.5% | Added |
| Paladin Advisory Group, LLC | 1,681 | $230.0K | 0.19% | +1,681 | New |
| Tatro Capital, LLC | 1,685 | $231.0K | 0.17% | −37−2.1% | Reduced |
| Johnson Bixby & Associates, LLC | 1,682 | $231.0K | 0.06% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 1,681 | $231.0K | 0.03% | +92+5.8% | Added |
| Versant Capital Management, Inc | 1,685 | $231.0K | 0.07% | +229+15.7% | Added |
| Sofos Investments, Inc. | 2,314 | $232.0K | 0.02% | −2,334−50.2% | Reduced |
| Constitution Capital LLC | 1,695 | $232.0K | 0.13% | −200−10.6% | Reduced |
| LWM Advisory Services, LLC | 1,701 | $232.0K | 0.29% | +72+4.4% | Added |
| Twinbeech Capital LP | 1,701 | $233.0K | 0.01% | −19,827−92.1% | Reduced |
| Black Swift Group, LLC | 1,700 | $233.0K | 0.09% | −10,088−85.6% | Reduced |
| Lebenthal Global Advisors, LLC | 1,701 | $233.0K | 0.10% | −600−26.1% | Reduced |
| Level Financial Advisors, Inc. | 1,702 | $233.0K | 0.18% | 00.0% | Unchanged |
| Keywise Capital Management (HK) Ltd | 1,700 | $233.0K | 0.13% | +1,700 | New |
| Epic Trust Investment Advisors, LLC | 1,696 | $233.0K | 0.36% | +1,696 | New |
| Paradigm Asset Management Co LLC | 1,700 | $233.2K | 0.06% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,703 | $233.6K | 0.19% | −9−0.5% | Reduced |
| Domani Wealth, LLC | 1,709 | $234.0K | 0.05% | +38+2.3% | Added |
| Prostatis Group LLC | 1,713 | $234.9K | 0.19% | −22−1.3% | Reduced |
| Strid Group, LLC | 1,716 | $235.0K | 0.05% | −120−6.5% | Reduced |
| Morris Retirement Advisors, LLC | 1,717 | $236.0K | 0.18% | −4,004−70.0% | Reduced |
| Granite Bay Wealth Management, LLC | 1,731 | $237.0K | 0.19% | +62+3.7% | Added |
| Lowell Blake & Associates Inc. | 1,738 | $238.0K | 0.09% | +160+10.1% | Added |
| Charles Schwab Trust Co | 1,745 | $239.0K | 0.04% | +64+3.8% | Added |
| Pinnacle Family Advisors, LLC | 1,742 | $239.0K | 0.13% | +107+6.5% | Added |
| Bell Bank | 1,752 | $240.0K | 0.03% | 00.0% | Unchanged |
| Nkcfo LLC | 1,749 | $240.0K | 0.07% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 1,756 | $241.0K | 0.02% | +1,756 | New |
| Guild Investment Management, Inc. | 1,768 | $242.0K | 0.25% | −923−34.3% | Reduced |
| Walker Asset Management, LLC | 1,762 | $242.0K | 0.19% | −158−8.2% | Reduced |
| Provence Wealth Management Group | 1,767 | $242.0K | 0.28% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,764 | $242.0K | 0.07% | +112+6.8% | Added |
| Twin Focus Capital Partners, LLC | 1,768 | $242.0K | 0.05% | +297+20.2% | Added |
| Capital Market Strategies LLC | 1,774 | $243.0K | 0.21% | −64−3.5% | Reduced |
| Alera Investment Advisors, LLC | 1,772 | $243.0K | 0.06% | +1,772 | New |
| Arbor Investment Advisors, LLC | 1,778 | $244.0K | 0.05% | +1,778 | New |
| Princeton Global Asset Management LLC | 1,789 | $245.0K | 0.07% | −1,083−37.7% | Reduced |
| Capital Directions Investment Advisors, LLC | 1,788 | $245.0K | 0.07% | −602−25.2% | Reduced |
| Smith & Howard Wealth Management, LLC | 1,786 | $245.0K | 0.10% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,783 | $245.0K | 0.19% | +188+11.8% | Added |
| AMJ Financial Wealth Management | 1,791 | $246.0K | 0.10% | −65−3.5% | Reduced |
| Range Financial Group LLC | 1,794 | $246.0K | 0.16% | −3−0.2% | Reduced |
| Purus Wealth Management, LLC | 1,795 | $246.0K | 0.17% | +130+7.8% | Added |
| Cohen & Steers, Inc. | 1,801 | $247.0K | 0.00% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 1,806 | $248.0K | 0.06% | −213−10.5% | Reduced |
| Montz Harcus Wealth Management LLC | 1,805 | $248.0K | 0.22% | −23−1.3% | Reduced |
| ASB Consultores, LLC | 1,816 | $249.0K | 0.11% | 00.0% | Unchanged |