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 |
|---|---|---|---|---|---|
| GM Advisory Group, Inc. | 33,070 | $4.54M | 0.54% | −4,402−11.7% | Reduced |
| KLCM Advisors, Inc. | 33,025 | $4.53M | 0.96% | +1,350+4.3% | Added |
| Brandywine Global Investment Management, LLC | 32,999 | $4.53M | 0.03% | +706+2.2% | Added |
| Whalerock Point Partners, LLC | 32,878 | $4.51M | 1.60% | +913+2.9% | Added |
| Marble Harbor Investment Counsel, LLC | 32,783 | $4.50M | 0.56% | −1,335−3.9% | Reduced |
| Moody National Bank Trust Division | 32,731 | $4.49M | 0.14% | −4,805−12.8% | Reduced |
| Northwest Bancshares, Inc. | 32,713 | $4.49M | 0.86% | +771+2.4% | Added |
| Wealthcare Advisory Partners LLC | 32,704 | $4.49M | 0.27% | +839+2.6% | Added |
| Elk River Wealth Management, LLC | 32,676 | $4.48M | 0.98% | +6,363+24.2% | Added |
| Palmer Knight Co | 32,612 | $4.47M | 3.53% | −4,403−11.9% | Reduced |
| Notis-McConarty Edward | 32,622 | $4.47M | 1.60% | +1,047+3.3% | Added |
| Journey Advisory Group, LLC | 32,603 | $4.47M | 1.13% | +2,533+8.4% | Added |
| Colony Capital, Inc. | 32,581 | $4.47M | 0.60% | +25,081+334.4% | Added |
| Sumitomo Life Insurance Co | 32,577 | $4.47M | 0.11% | −485−1.5% | Reduced |
| Mandatum Life Insurance Co Ltd | 32,469 | $4.45M | 0.82% | −253−0.8% | Reduced |
| Circle Wealth Management, LLC | 32,448 | $4.45M | 0.58% | +415+1.3% | Added |
| Westbourne Investment Advisors, Inc. | 32,381 | $4.44M | 1.84% | +3,694+12.9% | Added |
| Gardner Lewis Asset Management L P | 32,338 | $4.43M | 0.83% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 32,340 | $4.43M | 1.52% | +96+0.3% | Added |
| Boenning & Scattergood, Inc. | 32,319 | $4.43M | 0.71% | +395+1.2% | Added |
| Susquehanna Fundamental Investments, LLC | 32,300 | $4.43M | 0.09% | −89,696−73.5% | Reduced |
| RB Capital Management, LLC | 32,248 | $4.42M | 1.44% | +413+1.3% | Added |
| First Hawaiian Bank | 32,194 | $4.42M | 0.14% | −1,236−3.7% | Reduced |
| Cigna Investments Inc | 32,141 | $4.41M | 0.54% | −9,081−22.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 32,107 | $4.40M | 1.64% | +2,562+8.7% | Added |
| Univest Financial Corp | 32,095 | $4.40M | 1.24% | +6,173+23.8% | Added |
| Kornitzer Capital Management Inc | 32,004 | $4.39M | 0.07% | +110+0.3% | Added |
| Regatta Capital Group, LLC | 31,921 | $4.38M | 1.51% | −786−2.4% | Reduced |
| Corient Capital Partners, LLC | 31,915 | $4.38M | 0.29% | +3,438+12.1% | Added |
| Westhampton Capital, LLC | 31,907 | $4.38M | 2.82% | +225+0.7% | Added |
| Pecaut & Co. | 31,802 | $4.36M | 2.12% | −475−1.5% | Reduced |
| William Allan, LLC | 31,777 | $4.36M | 3.29% | +1,193+3.9% | Added |
| Jupiter Wealth Management LLC | 31,754 | $4.36M | 2.73% | −3,175−9.1% | Reduced |
| Redwood Investments, LLC | 31,734 | $4.35M | 0.41% | −58−0.2% | Reduced |
| IPG Investment Advisors LLC | 31,729 | $4.35M | 0.83% | −1,525−4.6% | Reduced |
| S&CO Inc | 31,647 | $4.34M | 0.30% | +1,540+5.1% | Added |
| Stevens Capital Management LP | 31,604 | $4.33M | 0.95% | −7,707−19.6% | Reduced |
| Wendell David Associates Inc | 31,579 | $4.33M | 0.48% | −6,564−17.2% | Reduced |
| Integrated Advisors Network LLC | 31,571 | $4.33M | 0.25% | +12,550+66.0% | Added |
| Citizens Business Bank | 31,383 | $4.30M | 0.52% | +1,673+5.6% | Added |
| Eastern Bank | 31,296 | $4.29M | 0.20% | −4,283−12.0% | Reduced |
| B. Riley Wealth Management, Inc. | 31,260 | $4.29M | 0.33% | −481−1.5% | Reduced |
| Peloton Wealth Strategists | 31,213 | $4.28M | 1.79% | +3,265+11.7% | Added |
| MainStreet Investment Advisors LLC | 31,184 | $4.28M | 0.40% | +532+1.7% | Added |
| Graybill Bartz & Assoc Ltd | 31,182 | $4.28M | 2.09% | +1,667+5.6% | Added |
| FORA Capital, LLC | 30,336 | $4.28M | 0.77% | +23,324+332.6% | Added |
| Adalta Capital Management LLC | 31,011 | $4.25M | 2.12% | −150.0% | Reduced |
| First Citizens Bank & Trust Co | 30,966 | $4.25M | 0.16% | +751+2.5% | Added |
| Zeno Research, LLC | 30,893 | $4.24M | 3.66% | +15,616+102.2% | Added |
| Geneos Wealth Management Inc. | 30,862 | $4.23M | 0.18% | −2,881−8.5% | Reduced |
| Q Capital Solutions | 30,845 | $4.23M | 3.47% | −11,139−26.5% | Reduced |
| Beach Investment Counsel Inc | 30,850 | $4.23M | 0.45% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 30,849 | $4.23M | 1.58% | +2,273+8.0% | Added |
| Point72 Hong Kong Ltd | 30,811 | $4.23M | 0.39% | +3,120+11.3% | Added |
| Bridges Investment Management Inc | 30,801 | $4.22M | 0.13% | −14,174−31.5% | Reduced |
| Wills Financial Group, Inc. | 30,773 | $4.22M | 1.77% | +689+2.3% | Added |
| Meridian Wealth Management, LLC | 30,720 | $4.21M | 0.46% | +1,544+5.3% | Added |
| BOK Financial Private Wealth, Inc. | 30,721 | $4.21M | 0.30% | +3,437+12.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 30,644 | $4.20M | 1.27% | +3,126+11.4% | Added |
| IMS Capital Management | 30,488 | $4.18M | 2.20% | +387+1.3% | Added |
| Savant Capital, LLC | 30,432 | $4.17M | 0.14% | +2,366+8.4% | Added |
| Thomas Story & Son LLC | 30,419 | $4.17M | 1.65% | +10,755+54.7% | Added |
| Flagship Harbor Advisors, LLC | 30,378 | $4.17M | 0.40% | +1,437+5.0% | Added |
| Hills Bank & Trust Co | 30,287 | $4.15M | 0.59% | −460−1.5% | Reduced |
| Transcend Wealth Collective, LLC | 30,269 | $4.15M | 0.37% | +622+2.1% | Added |
| Weil Company, Inc. | 30,063 | $4.12M | 2.07% | −421−1.4% | Reduced |
| Asset Dedication, LLC | 30,030 | $4.12M | 0.46% | +1,696+6.0% | Added |
| Kingdon Capital Management, L.L.C. | 30,000 | $4.12M | 0.70% | −7,500−20.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $4.12M | 1.90% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 29,972 | $4.11M | 0.04% | +3,966+15.3% | Added |
| Horan Capital Advisors, LLC. | 29,969 | $4.11M | 1.65% | +10,000+50.1% | Added |
| Hall Laurie J Trustee | 29,874 | $4.10M | 1.57% | +1,610+5.7% | Added |
| Montis Financial, LLC | 29,857 | $4.09M | 3.20% | −921−3.0% | Reduced |
| Clear Harbor Asset Management, LLC | 29,852 | $4.09M | 0.47% | +8,366+38.9% | Added |
| SlateStone Wealth, LLC | 29,842 | $4.09M | 0.91% | −4,715−13.6% | Reduced |
| Charter Trust Co | 29,755 | $4.08M | 0.37% | +397+1.4% | Added |
| Welch Group, LLC | 29,664 | $4.07M | 0.23% | +4,667+18.7% | Added |
| Campbell Newman Asset Management Inc | 29,599 | $4.06M | 0.39% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 29,385 | $4.03M | 1.06% | +26,185+818.3% | Added |
| Ashton Thomas Private Wealth, LLC | 29,368 | $4.03M | 0.35% | +11,700+66.2% | Added |
| Wellington Shields & Co., LLC | 29,320 | $4.02M | 1.32% | +1,411+5.1% | Added |
| Axxcess Wealth Management, LLC | 29,277 | $4.02M | 0.32% | −3,340−10.2% | Reduced |
| Xcel Wealth Management, LLC | 29,261 | $4.01M | 1.10% | +6,530+28.7% | Added |
| Alpine Woods Capital Investors, LLC | 29,260 | $4.01M | 0.42% | +29,260 | New |
| Carmignac Gestion | 29,001 | $4.01M | 0.06% | −13,849−32.3% | Reduced |
| Mendel Money Management | 29,198 | $4.00M | 1.96% | +2,145+7.9% | Added |
| Transform Wealth, LLC | 29,121 | $3.99M | 0.45% | +1,613+5.9% | Added |
| Enterprise Trust & Investment Co | 29,060 | $3.99M | 1.43% | −1,000−3.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 29,047 | $3.98M | 0.15% | −9,161−24.0% | Reduced |
| Metis Global Partners, LLC | 28,987 | $3.98M | 0.48% | +13,016+81.5% | Added |
| IBM Retirement Fund | 28,974 | $3.97M | 0.56% | −1,257−4.2% | Reduced |
| Berkshire Bank | 28,895 | $3.96M | 0.94% | +971+3.5% | Added |
| Coastline Trust Co | 28,852 | $3.96M | 0.48% | −398−1.4% | Reduced |
| Guardian Capital LP | 28,756 | $3.94M | 0.08% | −19,550−40.5% | Reduced |
| Vestcor Inc | 28,752 | $3.94M | 0.14% | +6,324+28.2% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 28,736 | $3.94M | 0.07% | −76,198−72.6% | Reduced |
| HBK Sorce Advisory LLC | 28,729 | $3.94M | 0.22% | −4,547−13.7% | Reduced |
| Stokes Family Office, LLC | 28,696 | $3.94M | 0.52% | −513−1.8% | Reduced |
| QV Investors Inc. | 28,700 | $3.94M | 0.28% | +9,220+47.3% | Added |
| Nichols & Pratt Advisers LLP | 28,670 | $3.93M | 0.29% | +142+0.5% | Added |