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 |
|---|---|---|---|---|---|
| Colton Groome Financial Advisors, LLC | 2,148 | $295.0K | 0.14% | +2,148 | New |
| Capital Advisors, Ltd. LLC | 2,158 | $296.0K | 0.05% | −18−0.8% | Reduced |
| Advisors Management Group Inc | 2,160 | $296.0K | 0.10% | +44+2.1% | Added |
| WealthCare Investment Partners, LLC | 2,238 | $296.0K | 0.26% | +266+13.5% | Added |
| DB Wealth Management Group, LLC | 2,164 | $297.0K | 0.18% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 2,164 | $297.0K | 0.08% | +75+3.6% | Added |
| Financial Advisors, LLC | 2,175 | $298.0K | 0.09% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 2,175 | $298.3K | 0.07% | −288−11.7% | Reduced |
| West Michigan Advisors, LLC | 2,181 | $299.0K | 0.21% | +80+3.8% | Added |
| Golden Green, Inc. | 2,188 | $300.0K | 0.25% | −1,165−34.7% | Reduced |
| Truepoint, Inc. | 2,190 | $300.0K | 0.01% | −100−4.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,189 | $300.0K | 0.09% | −67−3.0% | Reduced |
| Atlas Private Wealth Advisors | 2,184 | $300.0K | 0.13% | +146+7.2% | Added |
| Objective Capital Management, LLC | 2,192 | $301.0K | 0.23% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 2,191 | $301.0K | 0.17% | +51+2.4% | Added |
| Aevitas Wealth Management, Inc. | 2,204 | $302.0K | 0.18% | −40−1.8% | Reduced |
| Alesco Advisors LLC | 2,199 | $302.0K | 0.01% | −15−0.7% | Reduced |
| First Financial Corp | 2,202 | $302.0K | 0.18% | 00.0% | Unchanged |
| Hill Island Financial LLC | 2,199 | $302.0K | 0.11% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 2,203 | $302.0K | 0.11% | +556+33.8% | Added |
| Blue Bell Private Wealth Management, LLC | 2,207 | $303.0K | 0.09% | −156−6.6% | Reduced |
| Sandbox Financial Partners, LLC | 2,206 | $303.0K | 0.17% | +176+8.7% | Added |
| Stonebridge Financial Planning Group, LLC | 2,209 | $303.0K | 0.17% | +71+3.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,216 | $304.0K | 0.23% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 2,217 | $304.0K | 0.23% | +6+0.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,214 | $304.0K | 0.05% | +39+1.8% | Added |
| Sage Rhino Capital LLC | 2,221 | $305.0K | 0.09% | +81+3.8% | Added |
| Pensionmark Financial Group, LLC | 2,223 | $305.0K | 0.06% | +140+6.7% | Added |
| Ahl Investment Management, Inc. | 2,232 | $306.0K | 0.28% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2,230 | $306.0K | 0.17% | +400+21.9% | Added |
| Brown, Lisle/Cummings, Inc. | 2,232 | $306.1K | 0.15% | +208+10.3% | Added |
| Financial Advisors Network, Inc. | 2,238 | $307.0K | 0.08% | −383−14.6% | Reduced |
| Beacon Capital Management, LLC | 2,243 | $307.0K | 0.07% | +2,243 | New |
| Willow Creek Wealth Management Inc. | 2,246 | $308.0K | 0.06% | −14−0.6% | Reduced |
| Tarbox Family Office, Inc. | 2,250 | $309.0K | 0.06% | −2,295−50.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,252 | $309.0K | 0.15% | −28−1.2% | Reduced |
| Ratan Capital Management LP | 2,250 | $309.0K | 0.21% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 2,254 | $309.0K | 0.32% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,344 | $309.0K | 0.06% | +371+18.8% | Added |
| Edgewood Management LLC | 2,262 | $310.0K | 0.00% | −338−13.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,238 | $310.0K | 0.00% | 00.0% | Unchanged |
| Financial Advisory Corp | 2,263 | $310.0K | 0.16% | +2,263 | New |
| Eagle Bay Advisors LLC | 2,275 | $312.0K | 0.26% | −438−16.1% | Reduced |
| Wharton Business Group, LLC | 2,273 | $312.0K | 0.02% | 00.0% | Unchanged |
| Clarus Group, Inc. | 2,283 | $313.0K | 0.21% | −917−28.7% | Reduced |
| Sit Investment Associates Inc | 2,280 | $313.0K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 2,285 | $313.4K | 0.02% | +1,097+92.3% | Added |
| Long Run Wealth Advisors, LLC | 2,287 | $314.0K | 0.11% | −110−4.6% | Reduced |
| Barry Investment Advisors, LLC | 2,291 | $314.0K | 0.08% | +350+18.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,300 | $315.0K | 0.11% | −7,900−77.5% | Reduced |
| Hilltop Wealth Advisors, LLC | 2,298 | $315.0K | 0.27% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 2,298 | $315.0K | 0.30% | +20+0.9% | Added |
| Kalos Management, Inc. | 2,410 | $316.0K | 0.22% | −969−28.7% | Reduced |
| Reuter James Wealth Management, LLC | 2,306 | $316.0K | 0.13% | −15−0.6% | Reduced |
| Lantz Financial LLC | 2,311 | $317.0K | 0.13% | −355−13.3% | Reduced |
| Peoples Bank | 2,314 | $317.0K | 0.16% | −285−11.0% | Reduced |
| Pegasus Partners Ltd. | 2,311 | $317.0K | 0.06% | −64−2.7% | Reduced |
| TrueWealth Advisors, LLC | 2,049 | $317.0K | 0.14% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 2,313 | $317.0K | 0.05% | +339+17.2% | Added |
| Oak Family Advisors, LLC | 2,318 | $318.0K | 0.16% | −549−19.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,320 | $318.0K | 0.16% | 00.0% | Unchanged |
| Gratus Capital LLC | 2,322 | $318.0K | 0.03% | +11+0.5% | Added |
| Peterson Wealth Advisors, LLC | 2,328 | $319.0K | 0.09% | +80+3.6% | Added |
| Gries Financial LLC | 2,322 | $319.0K | 0.12% | +140+6.4% | Added |
| Osterweis Capital Management Inc | 2,336 | $320.0K | 0.02% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 2,336 | $320.0K | 0.23% | +205+9.6% | Added |
| SC&H Financial Advisors, Inc. | 2,341 | $321.0K | 0.15% | −838−26.4% | Reduced |
| CVA Family Office, LLC | 2,343 | $321.0K | 0.08% | −225−8.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,339 | $321.0K | 0.20% | −75−3.1% | Reduced |
| Ibex Wealth Advisors | 2,337 | $321.0K | 0.06% | +2,337 | New |
| Horizon Family Wealth, Inc. | 2,343 | $321.0K | 0.32% | +2,343 | New |
| Vista Private Wealth Partners. LLC | 2,358 | $323.0K | 0.13% | +140+6.3% | Added |
| FSB Premier Wealth Management, Inc. | 2,815 | $324.0K | 0.16% | +111+4.1% | Added |
| Chiron Capital Management, LLC | 2,365 | $324.0K | 0.20% | +700+42.0% | Added |
| Levy Wealth Management Group, LLC | 2,370 | $325.0K | 0.13% | 00.0% | Unchanged |
| Lipe & Dalton | 2,380 | $326.0K | 0.16% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 2,384 | $326.0K | 0.21% | +300+14.4% | Added |
| Single Point Partners, LLC | 2,383 | $327.0K | 0.08% | +2,383 | New |
| Select Asset Management & Trust | 2,391 | $328.0K | 0.28% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,390 | $328.0K | 0.16% | 00.0% | Unchanged |
| Mad River Investors | 2,400 | $329.0K | 0.25% | 00.0% | Unchanged |
| Opus Investment Management Inc | 2,400 | $329.0K | 0.05% | +2,400 | New |
| San Luis Wealth Advisors LLC | 2,126 | $329.0K | 0.16% | +2,126 | New |
| Ade, LLC | 2,403 | $330.0K | 0.31% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 2,404 | $330.0K | 0.26% | +37+1.6% | Added |
| Concord Wealth Partners | 2,403 | $330.0K | 0.09% | +127+5.6% | Added |
| Bernardo Wealth Planning LLC | 2,410 | $330.0K | 0.16% | +192+8.7% | Added |
| Selective Wealth Management, Inc. | 2,413 | $331.0K | 0.12% | +60+2.5% | Added |
| Investmark Advisory Group LLC | 2,421 | $332.0K | 0.34% | +4+0.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,421 | $332.0K | 0.18% | +510+26.7% | Added |
| Holland Advisory Services, Inc. | 2,428 | $333.0K | 0.39% | −16−0.7% | Reduced |
| Sanford Advisory Services, LLC | 2,437 | $334.0K | 0.09% | +59+2.5% | Added |
| Wagner Wealth Management, LLC | 2,438 | $334.0K | 0.23% | +185+8.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 2,446 | $335.0K | 0.02% | −112−4.4% | Reduced |
| Thrive Wealth Management, LLC | 2,444 | $335.0K | 0.10% | −3−0.1% | Reduced |
| Paragon Financial Partners, Inc. | 2,446 | $336.0K | 0.29% | 00.0% | Unchanged |
| Somerset Trust Co | 2,455 | $337.0K | 0.13% | −327−11.8% | Reduced |
| Capital Investment Services of America, Inc. | 2,176 | $337.0K | 0.03% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,460 | $338.0K | 0.07% | +292+13.5% | Added |
| Private Capital Group, LLC | 2,472 | $339.0K | 0.08% | −801−24.5% | Reduced |