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 |
|---|---|---|---|---|---|
| WMS Partners, LLC | 39,483 | $5.42M | 0.74% | +941+2.4% | Added |
| Permanens Capital L.P. | 39,297 | $5.39M | 0.84% | −7,669−16.3% | Reduced |
| Jefferies Group LLC | 39,248 | $5.38M | 0.12% | −169,875−81.2% | Reduced |
| RKL Wealth Management LLC | 39,246 | $5.38M | 0.65% | +679+1.8% | Added |
| Laurel Wealth Advisors LLC | 39,107 | $5.36M | 1.15% | +392+1.0% | Added |
| Meyer Handelman Co | 39,061 | $5.36M | 0.21% | +4,900+14.3% | Added |
| Fluent Financial, LLC | 39,004 | $5.35M | 2.20% | −638−1.6% | Reduced |
| Meitav Dash Investments Ltd | 38,964 | $5.35M | 0.08% | +31,150+398.6% | Added |
| Sargent Bickham Lagudis LLC | 38,877 | $5.33M | 0.41% | +1,837+5.0% | Added |
| Buckhead Capital Management LLC | 38,719 | $5.31M | 1.15% | +1,031+2.7% | Added |
| Aptus Capital Advisors, LLC | 38,661 | $5.30M | 0.16% | +4,900+14.5% | Added |
| Pavion Blue Capital, LLC | 38,478 | $5.28M | 3.09% | +3,379+9.6% | Added |
| Chartwell Investment Partners, LLC | 38,443 | $5.27M | 0.18% | +30.0% | Added |
| Walter & Keenan Financial Consulting Co | 38,079 | $5.22M | 1.77% | −90.0% | Reduced |
| Paloma Partners Management Co | 38,074 | $5.22M | 0.40% | +32,936+641.0% | Added |
| FRG Family Wealth Advisors LLC | 37,950 | $5.21M | 1.01% | −505−1.3% | Reduced |
| Account Management LLC | 37,903 | $5.20M | 5.09% | 00.0% | Unchanged |
| Family Management Corp | 37,834 | $5.19M | 1.44% | +1,550+4.3% | Added |
| Moreno Evelyn V | 37,757 | $5.18M | 1.05% | −487−1.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 37,665 | $5.17M | 0.56% | +3,458+10.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 37,631 | $5.16M | 1.34% | +693+1.9% | Added |
| Stoneridge Investment Partners LLC | 37,581 | $5.16M | 2.42% | 00.0% | Unchanged |
| Contrarius Investment Management Ltd | 37,550 | $5.15M | 0.24% | −1,614−4.1% | Reduced |
| Toroso Investments, LLC | 37,522 | $5.15M | 0.15% | +1,795+5.0% | Added |
| Roanoke Asset Management Corp | 37,478 | $5.14M | 1.91% | −1,390−3.6% | Reduced |
| Private Trust Co NA | 37,312 | $5.12M | 0.80% | −2,799−7.0% | Reduced |
| Cramer Rosenthal McGlynn LLC | 37,241 | $5.11M | 0.20% | −22,303−37.5% | Reduced |
| Strategic Wealth Designers | 37,148 | $5.09M | 1.22% | +5,450+17.2% | Added |
| Wells Trecaso Financial Group, LLC | 37,047 | $5.08M | 2.26% | +2,113+6.0% | Added |
| Family Capital Trust Co | 36,934 | $5.07M | 1.65% | +205+0.6% | Added |
| Financial Advocates Investment Management | 36,910 | $5.06M | 0.33% | −1,162−3.1% | Reduced |
| Kavar Capital Partners Group, LLC | 36,881 | $5.06M | 1.09% | +1,849+5.3% | Added |
| Equitable Trust Co | 36,888 | $5.06M | 0.33% | +19,215+108.7% | Added |
| Centaurus Financial, Inc. | 36,836 | $5.05M | 0.40% | +4,319+13.3% | Added |
| Heritage Trust Co | 36,666 | $5.03M | 0.71% | +958+2.7% | Added |
| Allen Investment Management LLC | 36,500 | $5.01M | 0.07% | 00.0% | Unchanged |
| Diligent Investors, LLC | 36,196 | $4.96M | 1.44% | −108−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 36,060 | $4.95M | 0.33% | +4,396+13.9% | Added |
| McDonald Partners LLC | 36,046 | $4.94M | 1.08% | +36,046 | New |
| Logan Capital Management Inc | 35,937 | $4.93M | 0.24% | −175−0.5% | Reduced |
| Abbrea Capital, LLC | 35,861 | $4.92M | 0.69% | +115+0.3% | Added |
| North Star Investment Management Corp. | 35,797 | $4.91M | 0.38% | +5,570+18.4% | Added |
| Oak Grove Capital LLC | 35,775 | $4.91M | 1.04% | −6,435−15.2% | Reduced |
| Chemung Canal Trust Co | 35,777 | $4.91M | 0.95% | +124+0.3% | Added |
| Webster Bank, N. A. | 35,748 | $4.90M | 0.57% | +3,020+9.2% | Added |
| Gladstone Institutional Advisory LLC | 35,696 | $4.90M | 0.33% | −1,751−4.7% | Reduced |
| White Pine Investment CO | 35,469 | $4.87M | 1.65% | +1,123+3.3% | Added |
| Arrow Financial Corp | 35,437 | $4.86M | 0.58% | +1,428+4.2% | Added |
| Global Retirement Partners, LLC | 47,748 | $4.85M | 0.38% | +6,066+14.6% | Added |
| Empirical Finance, LLC | 35,357 | $4.85M | 0.54% | +7,396+26.5% | Added |
| Bender Robert & Associates | 35,337 | $4.85M | 1.38% | +5,711+19.3% | Added |
| Northstar Group, Inc. | 35,286 | $4.84M | 1.16% | +405+1.2% | Added |
| Middleton & Co Inc | 35,227 | $4.83M | 0.52% | +102+0.3% | Added |
| M. Kraus & Co | 35,203 | $4.83M | 1.63% | +217+0.6% | Added |
| Keel Point, LLC | 35,164 | $4.82M | 0.74% | +1,278+3.8% | Added |
| Hedeker Wealth, LLC | 35,114 | $4.82M | 1.46% | +35,114 | New |
| Greenline Partners, LLC | 35,087 | $4.81M | 0.90% | +2,663+8.2% | Added |
| Patton Albertson Miller Group, LLC | 35,051 | $4.81M | 0.83% | +2,806+8.7% | Added |
| Townsend Asset Management Corp | 35,012 | $4.80M | 2.35% | +3,791+12.1% | Added |
| Veriti Management LLC | 34,897 | $4.79M | 0.58% | +3,704+11.9% | Added |
| Perkins Coie Trust Co | 34,856 | $4.78M | 1.48% | +985+2.9% | Added |
| Boyar Asset Management Inc. | 34,853 | $4.78M | 3.07% | +2,000+6.1% | Added |
| Addison Capital Co | 34,793 | $4.77M | 2.27% | +210+0.6% | Added |
| Nixon Peabody Trust Co | 34,691 | $4.76M | 1.64% | +1,175+3.5% | Added |
| American Trust | 34,680 | $4.76M | 0.32% | −335−1.0% | Reduced |
| Bridge Creek Capital Management LLC | 34,673 | $4.76M | 1.59% | +2,021+6.2% | Added |
| Karp Capital Management Corp | 34,671 | $4.76M | 0.69% | +7,109+25.8% | Added |
| Brighton Jones LLC | 34,645 | $4.75M | 0.22% | +3,916+12.7% | Added |
| Douglass Winthrop Advisors, LLC | 34,633 | $4.75M | 0.11% | −3,202−8.5% | Reduced |
| Private Advisory Group LLC | 34,605 | $4.75M | 0.93% | −2,856−7.6% | Reduced |
| Brick & Kyle, Associates | 34,538 | $4.74M | 2.30% | −262−0.8% | Reduced |
| American National Bank | 34,504 | $4.73M | 0.94% | −464−1.3% | Reduced |
| Davis-Rea Ltd. | 21,340 | $4.73M | 2.49% | +2,507+13.3% | Added |
| Baker Ellis Asset Management LLC | 34,437 | $4.72M | 0.85% | +280+0.8% | Added |
| Endurance Wealth Management, Inc. | 34,432 | $4.72M | 0.61% | −7,635−18.1% | Reduced |
| Sicart Associates LLC | 34,400 | $4.72M | 1.22% | +5,729+20.0% | Added |
| Greenleaf Trust | 34,354 | $4.71M | 0.06% | +3,127+10.0% | Added |
| Mark Stevens | 34,306 | $4.71M | 0.53% | −1,171−3.3% | Reduced |
| Park Avenue Securities LLC | 34,298 | $4.70M | 0.08% | +5,502+19.1% | Added |
| Arlington Partners LLC | 34,223 | $4.69M | 1.33% | −879−2.5% | Reduced |
| Naples Global Advisors, LLC | 33,958 | $4.66M | 0.54% | +1,777+5.5% | Added |
| AMG National Trust Bank | 33,937 | $4.65M | 0.15% | −1,050−3.0% | Reduced |
| Freemont Management S.A. | 33,900 | $4.65M | 0.70% | +33,900 | New |
| HB Wealth Management, LLC | 33,812 | $4.64M | 0.09% | +3,911+13.1% | Added |
| Mitchell Capital Management Co | 33,773 | $4.63M | 1.04% | +5,940+21.3% | Added |
| Jeppson Wealth Management, LLC | 33,741 | $4.63M | 2.16% | +12,664+60.1% | Added |
| Ironwood Investment Counsel, LLC | 33,710 | $4.62M | 1.14% | +1,867+5.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,663 | $4.62M | 0.40% | +38+0.1% | Added |
| Boston Research & Management Inc | 33,638 | $4.61M | 1.34% | +1,390+4.3% | Added |
| Beta Wealth Group, Inc. | 33,584 | $4.61M | 3.08% | +3,530+11.7% | Added |
| Brave Asset Management Inc | 33,558 | $4.60M | 1.59% | +1,469+4.6% | Added |
| Essex LLC | 33,492 | $4.59M | 1.25% | +1,599+5.0% | Added |
| Comerica Securities,inc. | 33,370 | $4.58M | 0.31% | +1,665+5.3% | Added |
| FDx Advisors, Inc. | 33,368 | $4.58M | 0.16% | +2,219+7.1% | Added |
| Twin Capital Management Inc | 33,301 | $4.57M | 0.49% | −135−0.4% | Reduced |
| Radnor Capital Management, LLC | 33,267 | $4.56M | 1.14% | −1,995−5.7% | Reduced |
| Institute for Wealth Management, LLC. | 33,226 | $4.56M | 0.75% | +1,035+3.2% | Added |
| Westover Capital Advisors, LLC | 33,162 | $4.55M | 1.42% | −1,843−5.3% | Reduced |
| DCM Advisors, LLC | 33,161 | $4.55M | 1.61% | −3,196−8.8% | Reduced |
| Parallel Advisors, LLC | 32,225 | $4.54M | 0.18% | +879+2.8% | Added |