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
- −39 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
- 156
- 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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 47,292 | $6.49M | 0.35% | +4,235+9.8% | Added |
| Shufro Rose & Co LLC | 47,249 | $6.48M | 0.50% | +1,588+3.5% | Added |
| Aristotle Atlantic Partners, LLC | 47,234 | $6.48M | 0.40% | +2,479+5.5% | Added |
| Boyer & Corporon Wealth Management, LLC | 47,175 | $6.47M | 1.93% | +1,038+2.2% | Added |
| Chapman Investment Management, LLC | 46,968 | $6.44M | 3.43% | +709+1.5% | Added |
| Levin Capital Strategies, L.P. | 46,959 | $6.44M | 0.63% | −200−0.4% | Reduced |
| Key Financial Inc | 46,910 | $6.43M | 3.20% | −170−0.4% | Reduced |
| First Trust Advisors LP | 46,717 | $6.41M | 0.01% | +11,809+33.8% | Added |
| Princeton Capital Management LLC | 46,619 | $6.39M | 1.99% | −751−1.6% | Reduced |
| Verition Fund Management LLC | 46,562 | $6.39M | 0.12% | −1,962,032−97.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 46,471 | $6.37M | 0.09% | −1,457−3.0% | Reduced |
| Donaldson Capital Management, LLC | 46,294 | $6.35M | 0.29% | +3,850+9.1% | Added |
| Puzo Michael J | 46,133 | $6.33M | 1.90% | +677+1.5% | Added |
| Western Wealth Management, LLC | 46,121 | $6.33M | 0.31% | +26,393+133.8% | Added |
| Quinn Opportunity Partners LLC | 45,950 | $6.30M | 0.37% | +10,150+28.4% | Added |
| Check Capital Management Inc | 45,936 | $6.30M | 0.50% | +5,100+12.5% | Added |
| Adell Harriman & Carpenter Inc | 45,889 | $6.29M | 0.61% | +695+1.5% | Added |
| Schmidt P J Investment Management Inc | 56,303 | $6.29M | 1.39% | +669+1.2% | Added |
| Bank of Nova Scotia Trust Co | 45,551 | $6.25M | 0.54% | +2,992+7.0% | Added |
| Exchange Capital Management, Inc. | 45,470 | $6.24M | 1.17% | +231+0.5% | Added |
| Quantitative Investment Management, LLC | 45,311 | $6.21M | 0.67% | +45,311 | New |
| Motley Fool Asset Management LLC | 45,205 | $6.20M | 0.45% | −1,707−3.6% | Reduced |
| Farmers National Bank | 45,076 | $6.18M | 2.14% | +788+1.8% | Added |
| Baker Avenue Asset Management, LP | 44,961 | $6.17M | 0.33% | +1,890+4.4% | Added |
| Hartford Financial Management Inc. | 44,914 | $6.16M | 1.49% | +274+0.6% | Added |
| Oak Harvest Investment Services | 44,789 | $6.14M | 1.52% | +2,154+5.1% | Added |
| Balyasny Asset Management LLC | 44,681 | $6.13M | 0.03% | +21,252+90.7% | Added |
| Gluskin Sheff & Assoc Inc | 44,627 | $6.12M | 0.27% | −1,467−3.2% | Reduced |
| CAPROCK Group, Inc. | 44,614 | $6.12M | 0.58% | +993+2.3% | Added |
| Violich Capital Management, Inc. | 44,384 | $6.09M | 0.90% | +99+0.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 44,375 | $6.09M | 5.23% | +5,812+15.1% | Added |
| Hudson Valley Investment Advisors Inc | 44,132 | $6.05M | 0.81% | −742−1.7% | Reduced |
| Texas Yale Capital Corp. | 44,113 | $6.05M | 0.33% | +753+1.7% | Added |
| Rice Partnership, LLC | 44,117 | $6.05M | 1.75% | +1,751+4.1% | Added |
| Everence Capital Management Inc | 43,932 | $6.03M | 0.46% | −8,070−15.5% | Reduced |
| Hancock Whitney Corp | 43,857 | $6.01M | 0.20% | −28,523−39.4% | Reduced |
| Horizon Investments, LLC | 43,544 | $5.97M | 0.17% | +6,605+17.9% | Added |
| Essex Investment Management Co LLC | 43,487 | $5.96M | 0.74% | −1,220−2.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 43,396 | $5.95M | 0.02% | −113,188−72.3% | Reduced |
| Stony Point Wealth Management Inc. | 43,363 | $5.95M | 3.14% | +8,305+23.7% | Added |
| ICICI Prudential Asset Management Co Ltd | 42,088 | $5.93M | 0.80% | +15,088+55.9% | Added |
| Riverpark Capital Management LLC | 43,195 | $5.92M | 3.29% | −2,893−6.3% | Reduced |
| Ferris Capital, LLC | 43,104 | $5.91M | 1.35% | +514+1.2% | Added |
| Dynamic Advisor Solutions LLC | 43,035 | $5.90M | 0.41% | +635+1.5% | Added |
| Taylor Wealth Management Partners | 42,911 | $5.89M | 2.38% | +2,291+5.6% | Added |
| Kidder Stephen W | 42,700 | $5.86M | 1.89% | +425+1.0% | Added |
| Great Valley Advisor Group, Inc. | 40,979 | $5.85M | 0.34% | −1,532−3.6% | Reduced |
| Resources Management Corp | 42,661 | $5.85M | 0.82% | +1,411+3.4% | Added |
| Evoke Wealth, LLC | 42,647 | $5.85M | 0.19% | +544+1.3% | Added |
| Fragasso Group Inc. | 42,378 | $5.81M | 0.69% | +2,857+7.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 42,367 | $5.81M | 0.21% | +2,633+6.6% | Added |
| Rossmore Private Capital | 42,346 | $5.81M | 0.90% | +458+1.1% | Added |
| Spinnaker Trust | 42,289 | $5.80M | 0.39% | +7,082+20.1% | Added |
| AlphaCrest Capital Management LLC | 42,129 | $5.78M | 0.32% | +33,405+382.9% | Added |
| Consolidated Capital Management, LLC | 42,090 | $5.77M | 2.61% | +6,161+17.1% | Added |
| NJ State Employees Deferred Compensation Plan | 42,000 | $5.76M | 0.78% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 41,936 | $5.75M | 0.84% | +1,068+2.6% | Added |
| First American Trust, FSB | 41,833 | $5.74M | 0.79% | +2,852+7.3% | Added |
| First Horizon Advisors, Inc. | 41,781 | $5.73M | 0.31% | −12,589−23.2% | Reduced |
| Jag Capital Management, LLC | 30,976 | $5.72M | 0.57% | −4,526−12.7% | Reduced |
| Epoch Investment Partners, Inc. | 41,576 | $5.70M | 0.03% | −417,283−90.9% | Reduced |
| PFS Investments Inc. | 41,507 | $5.69M | 0.11% | −23,523−36.2% | Reduced |
| Gotham Asset Management, LLC | 41,473 | $5.69M | 0.18% | +29,088+234.9% | Added |
| Sompo Asset Management Co., Ltd. | 41,430 | $5.68M | 1.23% | −1,760−4.1% | Reduced |
| Wallington Asset Management, LLC | 41,402 | $5.68M | 0.98% | +1,000+2.5% | Added |
| Farmers Trust Co | 41,266 | $5.66M | 1.21% | +338+0.8% | Added |
| Wealth Advisory Solutions, LLC | 41,128 | $5.64M | 1.17% | +41,128 | New |
| Strategic Advisors LLC | 41,088 | $5.63M | 0.98% | +8,613+26.5% | Added |
| Altrafin AG | 41,079 | $5.63M | 2.21% | +462+1.1% | Added |
| Culbertson A N & Co Inc | 40,875 | $5.61M | 1.06% | +2,472+6.4% | Added |
| Madison Wealth Management | 40,810 | $5.60M | 1.18% | +1,037+2.6% | Added |
| Redpoint Investment Management Pty Ltd | 40,796 | $5.60M | 0.56% | −2,865−6.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 40,792 | $5.59M | 2.58% | +741+1.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 40,691 | $5.58M | 1.23% | +652+1.6% | Added |
| IHT Wealth Management, LLC | 40,685 | $5.58M | 0.42% | +3,438+9.2% | Added |
| Profund Advisors LLC | 40,678 | $5.58M | 0.23% | −2,401−5.6% | Reduced |
| Financial Avengers, Inc. | 40,656 | $5.58M | 3.49% | +3,346+9.0% | Added |
| Canandaigua National Corp | 40,509 | $5.56M | 0.85% | −91−0.2% | Reduced |
| Prospera Financial Services Inc | 40,456 | $5.55M | 0.23% | +8,184+25.4% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 42,006 | $5.54M | 0.96% | −17,891−29.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 40,373 | $5.54M | 0.81% | −863−2.1% | Reduced |
| Capital Investment Counsel, Inc | 40,373 | $5.54M | 1.15% | +3,767+10.3% | Added |
| Harbor Investment Advisory, LLC | 40,296 | $5.53M | 0.73% | −1,541−3.7% | Reduced |
| Brookstone Capital Management | 42,235 | $5.52M | 0.11% | −2,351−5.3% | Reduced |
| Amica Mutual Insurance Co | 40,233 | $5.52M | 0.65% | −2,118−5.0% | Reduced |
| Lynch & Associates | 40,195 | $5.51M | 1.34% | +111+0.3% | Added |
| Mizuho Markets Cayman LP | 40,166 | $5.51M | 0.59% | +10,196+34.0% | Added |
| Kempner Capital Management Inc. | 40,116 | $5.50M | 3.01% | −122−0.3% | Reduced |
| Unio Capital LLC | 40,118 | $5.50M | 2.37% | −487−1.2% | Reduced |
| Bayesian Capital Management, LP | 39,994 | $5.49M | 0.82% | +39,994 | New |
| Hyman Charles D | 39,914 | $5.47M | 0.35% | −500−1.2% | Reduced |
| Mission Wealth Management, LP | 39,832 | $5.46M | 0.26% | +3,623+10.0% | Added |
| Independent Financial Group, LLC | 39,821 | $5.46M | 0.44% | +4,273+12.0% | Added |
| Guardian Capital Advisors LP | 41,560 | $5.44M | 0.53% | +6,625+19.0% | Added |
| FAI Wealth Management | 39,621 | $5.43M | 4.40% | −35−0.1% | Reduced |
| First Interstate Bank | 39,612 | $5.43M | 0.51% | +9,244+30.4% | Added |
| Legacy Private Trust Co. | 39,605 | $5.43M | 0.42% | +4,809+13.8% | Added |
| Baker Tilly Wealth Management, LLC | 39,521 | $5.42M | 0.60% | +5,657+16.7% | Added |
| Buckingham Strategic Wealth, LLC | 39,519 | $5.42M | 0.11% | −1,576−3.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 39,503 | $5.42M | 2.45% | +316+0.8% | Added |