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
- 3,298
- −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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 4,069 | $558.0K | 0.26% | +230+6.0% | Added |
| Copperwynd Financial, LLC | 4,073 | $559.0K | 0.23% | +232+6.0% | Added |
| Fortem Financial Group, LLC | 4,083 | $560.0K | 0.25% | −766−15.8% | Reduced |
| Abner Herrman & Brock LLC | 4,095 | $562.0K | 0.08% | −1,782−30.3% | Reduced |
| Source Financial Advisors LLC | 4,093 | $562.0K | 0.17% | −99−2.4% | Reduced |
| Decatur Capital Management, Inc. | 4,104 | $563.0K | 0.33% | +409+11.1% | Added |
| McRae Capital Management Inc | 4,115 | $564.0K | 0.13% | +170+4.3% | Added |
| Inspirion Wealth Advisors, LLC | 4,119 | $565.0K | 0.12% | +1,195+40.9% | Added |
| Ssi Investment Management LLC | 4,112 | $566.0K | 0.03% | −47−1.1% | Reduced |
| Greenwich Wealth Management LLC | 4,132 | $567.0K | 0.06% | −29−0.7% | Reduced |
| Accel Wealth Management | 4,137 | $567.0K | 0.29% | +100+2.5% | Added |
| Royal Fund Management, LLC | 4,157 | $570.0K | 0.08% | −20,274−83.0% | Reduced |
| First Citizens Financial Corp | 4,159 | $570.0K | 0.43% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 4,153 | $570.0K | 0.17% | +186+4.7% | Added |
| Fort Point Capital Partners LLC | 4,154 | $570.0K | 0.09% | +520+14.3% | Added |
| Sutton Wealth Advisors Inc. | 4,159 | $570.4K | 0.20% | +81+2.0% | Added |
| First National Corp | 4,167 | $571.0K | 0.12% | +97+2.4% | Added |
| Insight Advisors, LLC | 4,174 | $573.0K | 0.17% | −5,050−54.7% | Reduced |
| Marotta Asset Management | 4,192 | $574.9K | 0.13% | −338−7.5% | Reduced |
| Allegheny Financial Group LTD | 4,195 | $575.0K | 0.24% | −102−2.4% | Reduced |
| Cozad Asset Management Inc | 4,208 | $577.0K | 0.08% | +582+16.1% | Added |
| Northside Capital Management, LLC | 4,211 | $578.0K | 0.15% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,223 | $579.0K | 0.32% | +191+4.7% | Added |
| Redmont Wealth Advisors LLC | 4,251 | $583.0K | 0.62% | +486+12.9% | Added |
| Periscope Capital Inc. | 4,256 | $584.0K | 0.02% | −451−9.6% | Reduced |
| Chilton Investment Co LLC | 4,268 | $585.0K | 0.01% | −1,194−21.9% | Reduced |
| Security Financial Services, INC. | 4,263 | $585.0K | 0.19% | −23−0.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,429 | $586.0K | 0.19% | +448+11.3% | Added |
| Patriot Investment Management Inc. | 4,281 | $587.0K | 0.05% | −110−2.5% | Reduced |
| Monticello Wealth Management, LLC | 4,285 | $588.0K | 0.06% | −50−1.2% | Reduced |
| Aufman Associates Inc | 4,289 | $588.0K | 0.46% | +15+0.4% | Added |
| Sargent Investment Group, LLC | 4,286 | $588.0K | 0.15% | +60+1.4% | Added |
| Advance Capital Management, Inc. | 4,284 | $588.0K | 0.07% | +92+2.2% | Added |
| Heron Bay Capital Management | 4,294 | $589.0K | 0.29% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 4,292 | $589.0K | 0.24% | +36+0.8% | Added |
| Segment Wealth Management, LLC | 4,302 | $590.0K | 0.06% | −101−2.3% | Reduced |
| Wittenberg Investment Management, Inc. | 4,303 | $590.0K | 0.22% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,310 | $591.0K | 0.34% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 4,318 | $592.0K | 0.28% | −635−12.8% | Reduced |
| AlphaCore Capital LLC | 4,313 | $592.0K | 0.23% | +2,948+216.0% | Added |
| Old National Bancorp | 4,334 | $594.0K | 0.02% | −375−8.0% | Reduced |
| Revolve Wealth Partners, LLC | 4,336 | $595.0K | 0.17% | −3−0.1% | Reduced |
| ERn Financial, LLC | 4,339 | $595.0K | 0.13% | +2,354+118.6% | Added |
| Apexium Financial, LP | 4,218 | $596.0K | 0.31% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 4,347 | $596.0K | 0.39% | +278+6.8% | Added |
| City State Bank | 4,347 | $596.0K | 0.36% | +282+6.9% | Added |
| Manchester Financial Inc | 4,350 | $597.0K | 0.22% | −80−1.8% | Reduced |
| Charter Oak Capital Management, LLC | 4,349 | $597.0K | 0.07% | +173+4.1% | Added |
| TFC Financial Management | 4,355 | $597.0K | 0.17% | +235+5.7% | Added |
| Keeley-Teton Advisors, LLC | 4,366 | $599.0K | 0.06% | 00.0% | Unchanged |
| S. R. Schill & Associates | 4,375 | $600.0K | 0.25% | +97+2.3% | Added |
| Keudell/Morrison Wealth Management | 4,373 | $600.0K | 0.25% | +395+9.9% | Added |
| Probity Advisors, Inc. | 4,379 | $601.0K | 0.12% | +123+2.9% | Added |
| Fortress Wealth Group, LLC | 4,382 | $601.0K | 0.46% | −6−0.1% | Reduced |
| Cooper/Haims Advisors, LLC | 4,391 | $602.0K | 0.39% | +150+3.5% | Added |
| Clean Yield Group | 4,394 | $603.0K | 0.22% | +60+1.4% | Added |
| Mathes Company, Inc. | 4,400 | $604.0K | 0.23% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,405 | $604.0K | 0.14% | +1,479+50.5% | Added |
| Gabelli & Co Investment Advisers, Inc. | 4,410 | $605.0K | 0.08% | −232−5.0% | Reduced |
| Carson Advisory Inc. | 4,408 | $605.0K | 0.60% | +2,350+114.2% | Added |
| Wellspring Financial Advisors, LLC | 4,415 | $606.0K | 0.18% | −22−0.5% | Reduced |
| Wright Investors Service Inc | 4,439 | $609.0K | 0.15% | −4,769−51.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,872 | $613.0K | 0.07% | −3,952−40.2% | Reduced |
| HHM Wealth Advisors, LLC | 4,469 | $613.0K | 0.14% | +83+1.9% | Added |
| Barnes Pettey Financial Advisors, LLC | 4,487 | $615.0K | 0.74% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 4,487 | $616.0K | 0.13% | +217+5.1% | Added |
| Castle Rock Wealth Management, LLC | 4,708 | $616.0K | 0.28% | +1,470+45.4% | Added |
| Wealth Dimensions Group, Ltd. | 4,497 | $617.0K | 0.29% | −114−2.5% | Reduced |
| Encompass Wealth Advisors, LLC | 4,500 | $617.0K | 0.16% | +100+2.3% | Added |
| Sweet Financial Partners, LLC | 4,499 | $617.0K | 0.17% | +556+14.1% | Added |
| Hall Kathryn A. | 4,504 | $618.0K | 0.19% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 4,510 | $619.0K | 0.52% | −441−8.9% | Reduced |
| Evolution Wealth Advisors, LLC | 4,504 | $619.0K | 0.13% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 5,749 | $620.0K | 0.60% | +565+10.9% | Added |
| Karn, Couzens & Associates, Inc. | 4,522 | $620.0K | 0.39% | −149−3.2% | Reduced |
| Ironwood Financial, llc | 4,531 | $621.0K | 0.18% | +50+1.1% | Added |
| Diversified, LLC | 4,537 | $622.0K | 0.25% | +24+0.5% | Added |
| F/M Investments LLC | 4,544 | $623.0K | 0.50% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4,546 | $623.0K | 0.34% | +165+3.8% | Added |
| My Personal CFO, LLC | 4,553 | $624.0K | 0.65% | +50+1.1% | Added |
| AIA Group Ltd | 4,549 | $624.0K | 0.03% | +1,369+43.1% | Added |
| MPS Loria Financial Planners, LLC | 4,587 | $629.0K | 0.26% | +107+2.4% | Added |
| Concorde Financial Corp | 4,600 | $631.0K | 0.39% | −22,126−82.8% | Reduced |
| First Affirmative Financial Network | 4,603 | $631.0K | 0.61% | +130+2.9% | Added |
| Financial Strategies Group, Inc. | 4,609 | $632.0K | 0.25% | +753+19.5% | Added |
| Laraway Financial Inc | 4,630 | $634.0K | 0.58% | −40−0.9% | Reduced |
| Hixon Zuercher, LLC | 4,623 | $634.0K | 0.34% | +5+0.1% | Added |
| 1620 Investment Advisors, Inc. | 4,106 | $636.0K | 0.69% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 4,640 | $636.0K | 0.14% | +4,640 | New |
| DSC Advisors, L.P. | 4,686 | $643.0K | 0.51% | +2,835+153.2% | Added |
| Cannon Financial Strategists, Inc. | 4,694 | $643.8K | 0.23% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 4,706 | $645.0K | 0.24% | −490−9.4% | Reduced |
| Orca Investment Management, LLC | 4,702 | $645.0K | 0.53% | −120−2.5% | Reduced |
| Burt Wealth Advisors | 4,701 | $645.0K | 0.19% | +215+4.8% | Added |
| LifePro Asset Management | 4,705 | $645.0K | 0.23% | +1,018+27.6% | Added |
| South Street Advisors LLC | 4,710 | $646.0K | 0.12% | 00.0% | Unchanged |
| Garner Asset Management Corp | 4,707 | $646.0K | 0.26% | +20.0% | Added |
| Uncommon Cents Investing LLC | 4,718 | $647.0K | 0.23% | +1,375+41.1% | Added |
| Bickling Financial Services, Inc. | 4,728 | $648.0K | 0.33% | +624+15.2% | Added |
| Quent Capital, LLC | 4,731 | $649.0K | 0.12% | −590−11.1% | Reduced |