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 |
|---|---|---|---|---|---|
| Diversified Portfolios, Inc. | 1,819 | $249.0K | 0.06% | +19+1.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 1,912 | $250.0K | 0.16% | +10+0.5% | Added |
| McCarthy Asset Management, Inc. | 1,829 | $251.0K | 0.17% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,827 | $251.0K | 0.11% | +142+8.4% | Added |
| Financial Engines Advisors L.L.C. | 1,839 | $252.0K | 0.00% | −184−9.1% | Reduced |
| Financial Advisory Group | 1,840 | $252.0K | 0.05% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 1,846 | $253.0K | 0.11% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 1,844 | $253.0K | 0.02% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 1,843 | $253.0K | 0.11% | +6+0.3% | Added |
| Facet Wealth, Inc. | 1,859 | $255.0K | 0.02% | +285+18.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,848 | $256.0K | 0.07% | −110−5.6% | Reduced |
| Financial Council Asset Management Inc | 1,868 | $256.0K | 0.31% | 00.0% | Unchanged |
| Forbes Financial Planning, Inc. | 1,859 | $256.0K | 0.32% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,868 | $256.0K | 0.04% | +1,868 | New |
| Plotkin Financial Advisors, LLC | 1,873 | $257.0K | 0.18% | +43+2.3% | Added |
| Cahill Financial Advisors Inc | 1,881 | $258.0K | 0.05% | +18+1.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 1,882 | $258.0K | 0.25% | +1,882 | New |
| Gill Capital Partners, LLC | 1,886 | $259.0K | 0.11% | −179−8.7% | Reduced |
| Campbell Wealth Management | 1,891 | $259.0K | 0.03% | −45−2.3% | Reduced |
| Howard Financial Services, Ltd. | 1,887 | $259.0K | 0.08% | −35−1.8% | Reduced |
| Ford Financial Group, LLC | 1,889 | $259.0K | 0.10% | +10+0.5% | Added |
| Prudent Investors Network | 1,897 | $260.0K | 0.12% | −243−11.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,967 | $261.0K | 0.04% | +50+2.6% | Added |
| Investment Management of Virginia LLC | 1,911 | $262.0K | 0.05% | −223−10.4% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,921 | $263.0K | 0.31% | −26−1.3% | Reduced |
| Greylin Investment Mangement Inc | 1,914 | $263.0K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 1,927 | $264.0K | 0.31% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 1,926 | $264.0K | 0.17% | +436+29.3% | Added |
| Overbrook Management Corp | 1,923 | $264.0K | 0.06% | +1,923 | New |
| Basepoint Wealth LLC | 1,931 | $264.8K | 0.24% | −218−10.1% | Reduced |
| Wisconsin Capital Management LLC | 1,937 | $266.0K | 0.13% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 1,944 | $267.0K | 0.13% | −5−0.3% | Reduced |
| Red Wave Investments LLC | 1,943 | $267.0K | 0.09% | +50+2.6% | Added |
| Chickasaw Capital Management LLC | 1,955 | $268.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,960 | $269.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 1,963 | $269.0K | 0.09% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 1,963 | $269.0K | 0.13% | +15+0.8% | Added |
| Wealth Advisors, Inc. | 1,961 | $269.0K | 0.10% | +270+16.0% | Added |
| Wedgewood Partners Inc | 1,975 | $270.0K | 0.04% | +1,975 | New |
| Mountain Pacific Investment Advisers Inc | 1,980 | $272.0K | 0.02% | −624−24.0% | Reduced |
| REDW Wealth LLC | 1,987 | $272.0K | 0.08% | 00.0% | Unchanged |
| Albert D Mason Inc | 1,985 | $272.0K | 0.17% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,981 | $272.0K | 0.06% | 00.0% | Unchanged |
| Day & Ennis, LLC | 1,980 | $272.0K | 0.09% | +4+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,980 | $272.0K | 0.06% | +1,980 | New |
| Ruane, Cunniff & Goldfarb L.P. | 1,988 | $273.0K | 0.00% | −2,804,442−99.9% | Reduced |
| Gyon Technologies Capital Management, LP | 1,987 | $273.0K | 0.19% | +1,987 | New |
| Peavine Capital, LLC | 2,000 | $274.0K | 0.05% | −605−23.2% | Reduced |
| Defender Capital, LLC. | 2,000 | $274.0K | 0.10% | 00.0% | Unchanged |
| Biechele Royce Advisors | 1,998 | $274.0K | 0.11% | +29+1.5% | Added |
| New Capital Management LP | 1,995 | $274.0K | 0.20% | +135+7.3% | Added |
| Renaissance Investment Group LLC | 2,420 | $275.0K | 0.08% | −408−14.4% | Reduced |
| Hoya Capital Real Estate, LLC | 2,004 | $275.0K | 5.76% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 2,007 | $275.0K | 0.05% | +85+4.4% | Added |
| Sather Financial Group Inc | 2,005 | $275.0K | 0.02% | +227+12.8% | Added |
| Round Rock Advisors, LLC | 2,014 | $276.0K | 0.11% | +25+1.3% | Added |
| BT Wealth Management LLC | 2,019 | $277.0K | 0.07% | −1,925−48.8% | Reduced |
| S.A. Mason LLC | 2,021 | $277.0K | 0.17% | 00.0% | Unchanged |
| TRH Financial, LLC | 2,025 | $278.0K | 0.08% | −214−9.6% | Reduced |
| TMD Wealth Management, LLC | 2,026 | $278.0K | 0.11% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 2,036 | $279.0K | 0.09% | −8,018−79.7% | Reduced |
| Five Oceans Advisors | 2,035 | $279.0K | 0.25% | −23−1.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,044 | $280.0K | 0.18% | −423−17.1% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 2,045 | $280.0K | 0.15% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,044 | $280.0K | 0.03% | +164+8.7% | Added |
| Main Street Research LLC | 2,045 | $281.0K | 0.03% | −133,460−98.5% | Reduced |
| Cornercap Investment Counsel Inc | 2,048 | $281.0K | 0.03% | +183+9.8% | Added |
| Washburn Capital Management, Inc. | 2,046 | $281.0K | 0.18% | +195+10.5% | Added |
| Heck Capital Advisors, LLC | 2,049 | $281.0K | 0.05% | +2,049 | New |
| Breiter Capital Management Inc | 2,059 | $282.0K | 0.14% | +213+11.5% | Added |
| Occidental Asset Management, LLC | 2,056 | $282.0K | 0.07% | +300+17.1% | Added |
| Bouchey Financial Group Ltd | 2,065 | $283.0K | 0.04% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,065 | $283.2K | 0.27% | +39+1.9% | Added |
| 4J Wealth Management LLC | 2,072 | $284.0K | 0.25% | +60+3.0% | Added |
| MKT Advisors LLC | 2,652 | $284.0K | 0.21% | +530+25.0% | Added |
| EWG Elevate Inc. | 2,076 | $285.0K | 0.11% | +180+9.5% | Added |
| Richwood Investment Advisors, LLC | 2,085 | $286.0K | 0.26% | +725+53.3% | Added |
| Phoenix Wealth Advisors | 2,170 | $288.0K | 0.30% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,101 | $288.0K | 0.08% | −57−2.6% | Reduced |
| Magnolia Capital Management Ltd | 2,100 | $288.0K | 0.24% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,100 | $288.0K | 0.63% | +2,100 | New |
| MQS Management LLC | 2,101 | $288.0K | 0.23% | +2,101 | New |
| Pin Oak Investment Advisors Inc | 2,109 | $289.0K | 0.31% | −100−4.5% | Reduced |
| Nauset Wealth Management. LLC | 2,108 | $289.0K | 0.23% | +100+5.0% | Added |
| Truadvice, LLC | 2,545 | $289.0K | 0.16% | +2,545 | New |
| Dividend Assets Capital, LLC | 2,115 | $290.0K | 0.05% | −115−5.2% | Reduced |
| VeraBank, N.A. | 2,113 | $290.0K | 0.15% | −51−2.4% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 2,116 | $290.0K | 0.30% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,123 | $291.0K | 0.05% | −123−5.5% | Reduced |
| BEAM Asset Management, LLC | 2,138 | $293.0K | 0.34% | +841+64.8% | Added |
| Pennsylvania Capital Management Inc | 2,143 | $294.0K | 0.13% | −5,988−73.6% | Reduced |
| Alterna Wealth Management, Inc | 2,147 | $294.0K | 0.25% | +100+4.9% | Added |
| Ritter Daniher Financial Advisory, LLC | 2,141 | $294.0K | 0.20% | +600+38.9% | Added |
| Beck Bode, LLC | 2,142 | $294.0K | 0.07% | +2,142 | New |
| Carl Stuart Investment Advisor, Inc | 2,150 | $294.9K | 0.21% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 2,151 | $295.0K | 0.09% | −1,635−43.2% | Reduced |
| AXS Investments LLC | 2,153 | $295.0K | 0.12% | −608−22.0% | Reduced |
| Annandale Capital, LLC | 2,151 | $295.0K | 0.12% | +49+2.3% | Added |
| Maltin Wealth Management, Inc. | 2,148 | $295.0K | 0.20% | +106+5.2% | Added |
| Sustainable Insight Capital Management, LLC | 2,152 | $295.0K | 0.21% | +454+26.7% | Added |