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 |
|---|---|---|---|---|---|
| Towercrest Capital Management | 3,531 | $484.0K | 0.09% | +9+0.3% | Added |
| E Fund Management Co., Ltd. | 3,545 | $486.0K | 0.02% | −465−11.6% | Reduced |
| Miramar Capital, LLC | 3,540 | $486.0K | 0.13% | +1,082+44.0% | Added |
| Creative Financial Designs Inc | 3,553 | $487.0K | 0.07% | +287+8.8% | Added |
| Simon Quick Advisors, LLC | 3,551 | $487.0K | 0.14% | +297+9.1% | Added |
| CFO4Life Group, LLC | 3,557 | $488.0K | 0.10% | −207−5.5% | Reduced |
| Austin Private Wealth, LLC | 3,568 | $489.0K | 0.10% | −54−1.5% | Reduced |
| Prentiss Smith & Co Inc | 3,565 | $489.0K | 0.29% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 3,568 | $489.0K | 0.24% | +2+0.1% | Added |
| Carolinas Wealth Consulting LLC | 3,575 | $490.0K | 0.11% | +100+2.9% | Added |
| RTD Financial Advisors, Inc. | 3,573 | $490.0K | 0.07% | +111+3.2% | Added |
| Capital Square, LLC | 3,579 | $490.0K | 0.35% | +3,579 | New |
| Athena Investment Management | 3,591 | $490.0K | 0.38% | +3,591 | New |
| Peninsula Asset Management Inc | 3,575 | $491.0K | 0.25% | −85−2.3% | Reduced |
| Mizuho Securities USA LLC | 3,584 | $492.0K | 0.07% | −8,778−71.0% | Reduced |
| Flaharty Asset Management, LLC | 3,586 | $492.0K | 0.09% | −36−1.0% | Reduced |
| WSFS Capital Management, LLC | 3,585 | $492.0K | 0.14% | −7−0.2% | Reduced |
| Delphia (USA) Inc. | 3,586 | $492.0K | 0.37% | +2,004+126.7% | Added |
| Hofer & Associates. Inc | 3,592 | $493.0K | 0.43% | +1,477+69.8% | Added |
| First Dallas Securities Inc. | 3,604 | $494.0K | 0.28% | −4,665−56.4% | Reduced |
| Traphagen Investment Advisors LLC | 3,605 | $494.5K | 0.08% | +57+1.6% | Added |
| Sunbelt Securities, Inc. | 3,514 | $495.0K | 0.09% | −2,485−41.4% | Reduced |
| Private Capital Management, LLC | 3,621 | $497.0K | 0.07% | +3,621 | New |
| Advisory Alpha, LLC | 3,632 | $498.0K | 0.03% | +3,632 | New |
| Camden National Bank | 3,645 | $500.0K | 0.09% | +12+0.3% | Added |
| Grant/GrossMendelsohn, LLC | 3,806 | $501.0K | 0.25% | +1,646+76.2% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 3,666 | $503.0K | 0.14% | +261+7.7% | Added |
| Saxon Interests, Inc. | 3,676 | $504.0K | 0.27% | −1,930−34.4% | Reduced |
| Financial Partners Group, Inc | 3,685 | $505.0K | 0.11% | −435−10.6% | Reduced |
| Regis Management CO LLC | 3,683 | $505.0K | 0.09% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3,680 | $505.0K | 0.23% | +687+23.0% | Added |
| Ifrah Financial Services, Inc. | 3,686 | $506.0K | 0.14% | +3,686 | New |
| Birinyi Associates Inc | 3,700 | $507.0K | 0.17% | −250−6.3% | Reduced |
| Hutchinson Capital Management | 3,707 | $508.0K | 0.12% | −41,008−91.7% | Reduced |
| New Jersey Better Educational Savings Trust | 3,706 | $508.0K | 1.24% | 00.0% | Unchanged |
| Centric Wealth Management | 3,720 | $510.0K | 0.16% | −773−17.2% | Reduced |
| Compass Financial Advisors LLC | 3,726 | $511.0K | 0.56% | −1,055−22.1% | Reduced |
| 1776 Wealth LLC | 3,818 | $511.0K | 0.30% | 00.0% | Unchanged |
| First National Bank | 3,723 | $511.0K | 0.47% | 00.0% | Unchanged |
| First Bank & Trust | 3,738 | $513.0K | 0.16% | +3+0.1% | Added |
| Northwest Capital Management Inc | 3,743 | $513.0K | 0.24% | +60+1.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 3,645 | $514.0K | 0.02% | −416−10.2% | Reduced |
| Ackerman Capital Advisors, LLC | 3,752 | $515.0K | 0.12% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 3,763 | $516.0K | 0.00% | −4,125−52.3% | Reduced |
| WC Walker & Associates, Inc. | 3,900 | $516.0K | 0.27% | +4+0.1% | Added |
| CNB Bank | 3,762 | $516.0K | 0.29% | +654+21.0% | Added |
| GFG Capital, LLC | 3,780 | $519.0K | 0.15% | −43,295−92.0% | Reduced |
| BCS Wealth Management | 3,784 | $519.0K | 0.21% | −425−10.1% | Reduced |
| Kelman-Lazarov, Inc. | 3,784 | $519.0K | 0.17% | −63−1.6% | Reduced |
| Enterprise Financial Services Corp | 3,781 | $519.0K | 0.09% | +289+8.3% | Added |
| Parcion Private Wealth LLC | 3,831 | $521.0K | 0.05% | −261−6.4% | Reduced |
| HFR Wealth Management, LLC | 3,800 | $521.0K | 0.14% | +300+8.6% | Added |
| Personal Cfo Solutions, LLC | 3,802 | $522.0K | 0.10% | +181+5.0% | Added |
| McGuire Investment Group, LLC | 3,821 | $524.0K | 0.10% | −10.0% | Reduced |
| Triton Wealth Management, PLLC | 3,710 | $524.0K | 0.27% | 00.0% | Unchanged |
| BCK Capital Management LP | 3,826 | $525.0K | 0.31% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,833 | $526.0K | 0.29% | −43−1.1% | Reduced |
| First National Bank Sioux Falls | 3,850 | $528.0K | 0.55% | 00.0% | Unchanged |
| Round Table Services, LLC | 3,847 | $528.0K | 0.09% | +246+6.8% | Added |
| Alaethes Wealth LLC | 3,854 | $529.0K | 0.34% | −4,478−53.7% | Reduced |
| Copperleaf Capital, LLC | 3,855 | $529.0K | 0.47% | +270+7.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 3,872 | $531.0K | 0.27% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 3,766 | $531.0K | 0.01% | +67+1.8% | Added |
| CPR Investments Inc. | 3,873 | $531.0K | 0.44% | +633+19.5% | Added |
| Silphium Asset Management Ltd | 3,872 | $531.1K | 0.63% | +1,900+96.3% | Added |
| First City Capital Management, Inc. | 3,891 | $534.0K | 0.29% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,895 | $534.0K | 0.17% | +365+10.3% | Added |
| Winfield Associates, Inc. | 3,900 | $535.0K | 0.19% | +5+0.1% | Added |
| Cutter & CO Brokerage, Inc. | 3,910 | $536.0K | 0.16% | −188−4.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,915 | $536.0K | 0.03% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,906 | $536.0K | 0.08% | +937+31.6% | Added |
| Palisade Asset Management, LLC | 3,912 | $537.0K | 0.06% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 3,925 | $538.0K | 0.18% | −75−1.9% | Reduced |
| Fusion Capital, LLC | 3,927 | $539.0K | 0.28% | +167+4.4% | Added |
| Crewe Advisors LLC | 3,929 | $539.0K | 0.11% | +879+28.8% | Added |
| Riverwater Partners LLC | 3,934 | $540.0K | 0.89% | −728−15.6% | Reduced |
| Redwood Financial Network Corp | 3,934 | $540.0K | 0.50% | +3,934 | New |
| Barber Financial Group, Inc. | 3,943 | $541.0K | 0.07% | −370−8.6% | Reduced |
| Blackston Financial Advisory Group, LLC | 3,205 | $542.0K | 0.35% | +410+14.7% | Added |
| Zhang Financial LLC | 3,958 | $543.0K | 0.09% | +580+17.2% | Added |
| McLean Asset Management Corp | 3,966 | $544.0K | 0.40% | −93−2.3% | Reduced |
| SBB Research Group LLC | 3,968 | $544.0K | 0.12% | +100+2.6% | Added |
| Vise Technologies, Inc. | 3,964 | $544.0K | 0.20% | +1,359+52.2% | Added |
| MBL Wealth, LLC | 3,977 | $545.0K | 0.13% | +3,977 | New |
| Safeguard Investment Advisory Group, LLC | 3,984 | $546.0K | 0.37% | +249+6.7% | Added |
| Wolff Wiese Magana LLC | 3,983 | $546.0K | 0.37% | +777+24.2% | Added |
| Carmichael Hill & Associates, Inc. | 3,987 | $546.0K | 0.27% | +1,349+51.1% | Added |
| Hamilton Capital, LLC | 3,993 | $548.0K | 0.04% | +1,248+45.5% | Added |
| Professional Advisory Services Inc | 4,000 | $549.0K | 0.08% | 00.0% | Unchanged |
| DCF Advisers, LLC | 4,000 | $549.0K | 0.32% | +4,000 | New |
| Arbor Trust Wealth Advisors, LLC | 4,013 | $550.0K | 0.33% | −566−12.4% | Reduced |
| Tradition Wealth Management, LLC | 4,028 | $552.0K | 0.07% | +380+10.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,034 | $553.0K | 0.14% | −915−18.5% | Reduced |
| NCM Capital Management, LLC | 4,040 | $554.0K | 0.35% | +68+1.7% | Added |
| WMG Financial Advisors, LLC | 4,036 | $554.0K | 0.41% | +105+2.7% | Added |
| Wealth Management Associates, Inc. | 4,045 | $554.8K | 0.31% | +185+4.8% | Added |
| First International Bank & Trust | 4,045 | $555.0K | 0.19% | +15+0.4% | Added |
| Parkside Advisors LLC | 4,064 | $557.0K | 0.18% | −200−4.7% | Reduced |
| Traynor Capital Management, Inc. | 4,073 | $558.0K | 0.07% | +165+4.2% | Added |
| Palisades Hudson Asset Management, L.P. | 4,069 | $558.0K | 0.26% | +230+6.0% | Added |