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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 2,928 | $402.0K | 0.08% | −8−0.3% | Reduced |
| Covestor Ltd | 2,931 | $402.0K | 0.28% | +581+24.7% | Added |
| Rockbridge Investment Management, LCC | 2,945 | $403.5K | 0.06% | +33+1.1% | Added |
| Bellevue Asset Management, LLC | 2,916 | $404.0K | 0.25% | +4+0.1% | Added |
| Sugarloaf Wealth Management, LLC | 2,944 | $404.0K | 0.10% | +45+1.6% | Added |
| Cutler Investment Counsel LLC | 2,945 | $404.0K | 0.06% | +663+29.1% | Added |
| Towerpoint Wealth, LLC | 2,953 | $405.0K | 0.20% | +47+1.6% | Added |
| StrongBox Wealth, LLC | 2,963 | $406.0K | 0.23% | −244−7.6% | Reduced |
| Solidarilty Wealth, LLC | 3,076 | $406.0K | 0.23% | +3,076 | New |
| Iron Financial, LLC | 2,968 | $407.0K | 0.19% | +52+1.8% | Added |
| Conway Capital Management, Inc. | 2,970 | $407.4K | 0.26% | 00.0% | Unchanged |
| Private Management Group Inc | 2,976 | $408.0K | 0.02% | −117−3.8% | Reduced |
| James Hambro & Partners | 2,990 | $411.0K | 0.03% | −1,768−37.2% | Reduced |
| New World Advisors LLC | 3,379 | $411.0K | 0.22% | −920−21.4% | Reduced |
| McIlrath & Eck, LLC | 2,993 | $411.0K | 0.12% | +112+3.9% | Added |
| BlueCrest Capital Management Ltd | 3,000 | $411.0K | 0.03% | +3,000 | New |
| Capital Financial Planning, LLC | 3,001 | $412.0K | 0.15% | −5,563−65.0% | Reduced |
| Kaydan Wealth Management, Inc. | 3,006 | $412.3K | 0.18% | −56−1.8% | Reduced |
| NFP Retirement, Inc. | 3,008 | $412.6K | 0.10% | +3,008 | New |
| Koss-Olinger Consulting, LLC | 3,010 | $413.0K | 0.07% | +107+3.7% | Added |
| Capstone Financial Advisors, Inc. | 3,012 | $413.0K | 0.03% | +114+3.9% | Added |
| SPC Financial, Inc. | 3,023 | $415.0K | 0.05% | −1,050−25.8% | Reduced |
| Fermata Advisors, LLC | 3,041 | $417.0K | 0.16% | +166+5.8% | Added |
| Royal Capital Wealth Management, LLC | 3,040 | $417.0K | 0.41% | +300+10.9% | Added |
| NEIRG Wealth Management, LLC | 3,038 | $417.0K | 0.08% | +615+25.4% | Added |
| TruWealth Advisors, LLC | 3,048 | $418.0K | 0.04% | −605−16.6% | Reduced |
| Private Capital Management LLC | 3,055 | $419.0K | 0.13% | −52−1.7% | Reduced |
| Sonata Capital Group Inc | 3,060 | $420.0K | 0.19% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,066 | $421.0K | 0.26% | +10+0.3% | Added |
| Navis Wealth Advisors, LLC | 3,069 | $421.0K | 0.37% | +3,069 | New |
| EPIQ Capital Group, LLC | 3,086 | $423.0K | 0.12% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 3,078 | $423.0K | 0.28% | +143+4.9% | Added |
| Titus Wealth Management | 3,094 | $424.0K | 0.19% | +366+13.4% | Added |
| South Shore Capital Advisors | 3,088 | $424.0K | 0.69% | +1,300+72.7% | Added |
| Southland Equity Partners LLC | 3,096 | $424.6K | 0.18% | −93−2.9% | Reduced |
| Van Leeuwen & Company, LLC | 3,099 | $425.0K | 0.31% | −3−0.1% | Reduced |
| Callan Capital, LLC | 3,104 | $426.0K | 0.06% | −578−15.7% | Reduced |
| Accurate Wealth Management, LLC | 3,106 | $426.0K | 0.19% | +298+10.6% | Added |
| Goepper Burkhardt LLC | 3,106 | $426.0K | 0.26% | +779+33.5% | Added |
| L2 Asset Management, LLC | 3,110 | $427.0K | 0.27% | +501+19.2% | Added |
| CJM Wealth Advisers, Ltd. | 3,134 | $429.9K | 0.29% | −99−3.1% | Reduced |
| DFPG Investments, LLC | 3,364 | $430.0K | 0.17% | +602+21.8% | Added |
| E&G Advisors, LP | 3,146 | $432.0K | 0.12% | +5+0.2% | Added |
| Full Sail Capital, LLC | 3,153 | $432.0K | 0.04% | +1,040+49.2% | Added |
| Sanctuary Wealth Management, L.L.C. | 3,148 | $432.0K | 0.48% | +3,148 | New |
| Capital CS Group, LLC | 3,160 | $433.0K | 0.38% | −60−1.9% | Reduced |
| Hudock, Inc. | 3,166 | $434.0K | 0.12% | −126−3.8% | Reduced |
| Wealth Management Solutions, LLC | 3,170 | $435.0K | 0.23% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,137 | $436.0K | 0.21% | +278+9.7% | Added |
| Covenant Partners, LLC | 3,195 | $438.0K | 0.17% | −96−2.9% | Reduced |
| Garde Capital, Inc. | 3,203 | $439.0K | 0.05% | −409−11.3% | Reduced |
| Marshall Financial Group LLC | 3,203 | $439.0K | 0.18% | −68−2.1% | Reduced |
| Kowal Investment Group, LLC | 3,223 | $442.0K | 0.13% | −63−1.9% | Reduced |
| Fortune 45 LLC | 3,233 | $443.0K | 0.42% | +215+7.1% | Added |
| HNP Capital LLC | 3,237 | $444.0K | 0.11% | −785−19.5% | Reduced |
| Fox Run Management, L.L.C. | 3,238 | $444.0K | 0.25% | +1,848+132.9% | Added |
| Convergence Investment Partners, LLC | 3,245 | $445.0K | 0.23% | −16−0.5% | Reduced |
| Planning Directions Inc | 3,247 | $445.0K | 0.31% | +154+5.0% | Added |
| Greenhouse Wealth Management, LLC | 3,267 | $448.0K | 0.42% | −748−18.6% | Reduced |
| MEMBERS Trust Co | 3,277 | $449.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 3,281 | $450.0K | 0.20% | −683−17.2% | Reduced |
| Tennessee Valley Asset Management Partners | 3,303 | $453.0K | 0.15% | −554−14.4% | Reduced |
| Alethea Capital Management, LLC | 3,301 | $453.0K | 0.41% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 3,300 | $453.0K | 0.13% | +500+17.9% | Added |
| WealthShield Partners, LLC | 3,313 | $454.0K | 0.07% | −4,868−59.5% | Reduced |
| Summit Asset Management, LLC | 3,312 | $454.0K | 0.13% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 3,310 | $454.0K | 0.44% | +37+1.1% | Added |
| John G Ullman & Associates Inc | 3,309 | $454.0K | 0.06% | +58+1.8% | Added |
| Greenup Street Wealth Management LLC | 3,308 | $454.0K | 0.25% | +732+28.4% | Added |
| Seven Post Investment Office LP | 3,324 | $456.0K | 0.14% | 00.0% | Unchanged |
| Fca Corp | 3,326 | $456.0K | 0.16% | +326+10.9% | Added |
| BFSG, LLC | 3,331 | $457.0K | 0.07% | +8+0.2% | Added |
| Community Bank of Raymore | 3,347 | $459.0K | 0.13% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 4,399 | $459.0K | 0.21% | +1,983+82.1% | Added |
| Opal Wealth Advisors, LLC | 3,354 | $460.0K | 0.40% | −349−9.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 3,352 | $460.0K | 0.18% | −13−0.4% | Reduced |
| TCWP LLC | 3,363 | $461.0K | 0.08% | +112+3.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,365 | $461.0K | 0.03% | +125+3.9% | Added |
| West Wealth Group, LLC | 3,374 | $462.0K | 0.18% | +214+6.8% | Added |
| Brookmont Capital Management | 3,379 | $463.0K | 0.28% | −2−0.1% | Reduced |
| Vectors Research Management, LLC | 3,387 | $465.0K | 0.10% | −785−18.8% | Reduced |
| Waddell & Associates, LLC | 3,387 | $465.0K | 0.07% | −133−3.8% | Reduced |
| TCM Advisors, LLC | – | $466.0K | 0.43% | – | – |
| Gemmer Asset Management LLC | 3,408 | $467.0K | 0.06% | +61+1.8% | Added |
| Signet Financial Management, LLC | 3,411 | $468.0K | 0.08% | −222−6.1% | Reduced |
| Private Ocean, LLC | 3,417 | $469.0K | 0.06% | −95−2.7% | Reduced |
| Everhart Financial Group, Inc. | 3,431 | $471.0K | 0.27% | +3,431 | New |
| Jump Financial, LLC | 3,449 | $473.0K | 0.02% | −846−19.7% | Reduced |
| Echo45 Advisors LLC | 3,449 | $473.0K | 0.37% | −814−19.1% | Reduced |
| Security National Bank of So Dak | 3,454 | $474.0K | 0.33% | +1,000+40.7% | Added |
| Affiance Financial, LLC | 3,465 | $475.0K | 0.23% | −1,024−22.8% | Reduced |
| Coastwise Capital Group, LLC | 3,492 | $479.0K | 0.60% | +3,492 | New |
| Rede Wealth, LLC | 3,502 | $480.0K | 0.23% | +6+0.2% | Added |
| Advisory Resource Group | 3,502 | $480.0K | 0.15% | +20+0.6% | Added |
| Rosenberg Matthew Hamilton | 3,504 | $481.0K | 0.17% | −26−0.7% | Reduced |
| Riverbridge Partners LLC | 3,525 | $483.0K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 3,522 | $483.0K | 0.31% | +673+23.6% | Added |
| Marks Group Wealth Management, Inc | 3,519 | $483.0K | 0.06% | +1,202+51.9% | Added |
| Affinity Capital Advisors, LLC | 3,531 | $484.0K | 0.15% | −378−9.7% | Reduced |
| Portland Global Advisors LLC | 3,529 | $484.0K | 0.08% | −225−6.0% | Reduced |