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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Wintrust Investments LLC | 28,655 | $3.93M | 0.38% | +3,478+13.8% | Added |
| Liberty Capital Management, Inc. | 28,411 | $3.90M | 1.14% | −120−0.4% | Reduced |
| Roberts Wealth Advisors, LLC | 28,412 | $3.89M | 1.52% | +1,270+4.7% | Added |
| JB Capital LLC | 28,346 | $3.89M | 0.38% | +5,801+25.7% | Added |
| Riverview Capital Advisers, LLC | 28,286 | $3.88M | 1.79% | +5,903+26.4% | Added |
| SOA Wealth Advisors, LLC. | 28,256 | $3.88M | 0.94% | −26−0.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 28,172 | $3.86M | 1.03% | −567−2.0% | Reduced |
| Fairbanks Capital Management, Inc. | 28,109 | $3.85M | 2.87% | +1,067+3.9% | Added |
| Valley National Advisers Inc | 28,048 | $3.85M | 0.74% | +80+0.3% | Added |
| Silvant Capital Management LLC | 28,019 | $3.84M | 0.73% | −579−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 28,002 | $3.84M | 0.15% | +3,212+13.0% | Added |
| Quest Investment Management LLC | 27,959 | $3.83M | 0.36% | −1,913−6.4% | Reduced |
| Choate Investment Advisors | 27,854 | $3.82M | 0.20% | +8,733+45.7% | Added |
| Laurel Wealth Advisors, Inc. | 27,844 | $3.82M | 0.32% | −1,676−5.7% | Reduced |
| swisspartners Ltd. | 27,835 | $3.82M | 3.02% | −994−3.4% | Reduced |
| Rodgers Brothers Inc. | 27,829 | $3.82M | 0.69% | +770+2.8% | Added |
| Bridgewater Advisors Inc. | 27,793 | $3.81M | 0.93% | +52+0.2% | Added |
| Mirador Capital Partners LP | 27,736 | $3.80M | 0.77% | −729−2.6% | Reduced |
| Fosun International Ltd | 27,610 | $3.80M | 0.33% | +22,700+462.3% | Added |
| Otter Creek Advisors, LLC | 27,700 | $3.80M | 3.39% | −2,300−7.7% | Reduced |
| Pettee Investors, Inc. | 27,658 | $3.79M | 1.67% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 27,623 | $3.79M | 0.84% | +1,375+5.2% | Added |
| Regal Investment Advisors LLC | 27,585 | $3.78M | 0.35% | −865−3.0% | Reduced |
| CMT Capital Markets Trading GmbH | 27,550 | $3.78M | 1.69% | −17,450−38.8% | Reduced |
| Coastal Investment Advisors, Inc. | 27,521 | $3.77M | 0.75% | +1,999+7.8% | Added |
| Lavaca Capital LLC | 27,464 | $3.77M | 1.61% | +9,582+53.6% | Added |
| Mengis Capital Management, Inc. | 27,463 | $3.77M | 0.72% | −881−3.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 27,445 | $3.76M | 0.32% | +98+0.4% | Added |
| One Capital Management, LLC | 27,395 | $3.76M | 0.20% | −763−2.7% | Reduced |
| BNC Wealth Management, LLC | 27,316 | $3.75M | 1.85% | +14,997+121.7% | Added |
| Mason & Associates Inc | 27,182 | $3.73M | 1.14% | +1,384+5.4% | Added |
| Gs Investments, Inc. | 31,061 | $3.73M | 2.11% | +200+0.6% | Added |
| Ferguson Wellman Capital Management, Inc | 27,167 | $3.73M | 0.12% | −2,259−7.7% | Reduced |
| Bill Few Associates, Inc. | 27,093 | $3.72M | 2.02% | −448−1.6% | Reduced |
| Menlo Advisors LLC | 27,078 | $3.71M | 1.96% | −50.0% | Reduced |
| Cadence Bank NA | 27,073 | $3.71M | 1.03% | +95+0.4% | Added |
| Diversified Investment Strategies, LLC | 26,984 | $3.70M | 2.53% | +450+1.7% | Added |
| Rowland & Co Investment Counsel | 26,980 | $3.70M | 0.86% | −8,508−24.0% | Reduced |
| Citadel Investment Advisory, Inc. | 26,885 | $3.69M | 2.14% | −319−1.2% | Reduced |
| NovaPoint Capital, LLC | 26,881 | $3.69M | 1.34% | +1,903+7.6% | Added |
| Altium Wealth Management LLC | 26,874 | $3.69M | 0.24% | +1,980+8.0% | Added |
| Thomasville National Bank | 26,814 | $3.68M | 0.36% | −119,898−81.7% | Reduced |
| Illinois Municipal Retirement Fund | 26,747 | $3.67M | 0.11% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 26,605 | $3.65M | 1.22% | +3,058+13.0% | Added |
| International Assets Investment Management, LLC | 26,525 | $3.64M | 0.66% | +4,154+18.6% | Added |
| Bollard Group LLC | 26,485 | $3.63M | 0.12% | −84,143−76.1% | Reduced |
| JCIC Asset Management Inc. | 26,423 | $3.62M | 1.12% | −467−1.7% | Reduced |
| M. Kulyk & Associates, LLC | 26,417 | $3.62M | 0.99% | +172+0.7% | Added |
| Jackson Hole Capital Partners, LLC | 26,342 | $3.61M | 1.04% | +4,151+18.7% | Added |
| Ritholtz Wealth Management | 26,327 | $3.61M | 0.24% | −291−1.1% | Reduced |
| Curbstone Financial Management Corp | 26,318 | $3.61M | 0.67% | +850+3.3% | Added |
| WBH Advisory Inc | 31,219 | $3.60M | 0.44% | −2,953−8.6% | Reduced |
| Good Life Advisors, LLC | 26,234 | $3.60M | 0.45% | −12,779−32.8% | Reduced |
| Pegasus Asset Management, Inc. | 26,228 | $3.60M | 1.56% | +410+1.6% | Added |
| Northstar Asset Management LLC | 26,223 | $3.60M | 0.92% | +74+0.3% | Added |
| Boston Family Office LLC | 26,150 | $3.59M | 0.26% | +797+3.1% | Added |
| Asset Management Group, Inc. | 26,149 | $3.59M | 0.75% | +2,390+10.1% | Added |
| Old Second National Bank of Aurora | 26,122 | $3.58M | 0.90% | −1,048−3.9% | Reduced |
| Ruffer LLP | 26,086 | $3.58M | 0.08% | −204−0.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 26,034 | $3.57M | 0.06% | −755−2.8% | Reduced |
| True North Advisors, LLC | 25,984 | $3.56M | 0.96% | −706−2.6% | Reduced |
| Morgan Jess S & Co Inc | 25,955 | $3.56M | 2.59% | −1,335−4.9% | Reduced |
| M Holdings Securities, Inc. | 25,830 | $3.54M | 0.27% | +25,830 | New |
| Lindbrook Capital, LLC | 25,822 | $3.54M | 0.55% | +1,287+5.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 25,696 | $3.53M | 0.39% | 00.0% | Unchanged |
| Capital Analysts, LLC | 25,594 | $3.51M | 0.22% | −56−0.2% | Reduced |
| Coldstream Capital Management Inc | 25,573 | $3.51M | 0.12% | −1,694−6.2% | Reduced |
| Jacobi Capital Management LLC | 25,521 | $3.50M | 0.42% | +1,441+6.0% | Added |
| HC Financial Advisors Inc | 25,514 | $3.50M | 2.08% | −478−1.8% | Reduced |
| Bull Street Advisors, LLC | 25,465 | $3.49M | 1.70% | +207+0.8% | Added |
| Keating Investment Counselors Inc | 25,368 | $3.48M | 1.49% | −134−0.5% | Reduced |
| Physicians Financial Services, Inc. | 25,327 | $3.47M | 1.33% | +1,575+6.6% | Added |
| SevenBridge Financial Group, LLC | 25,224 | $3.46M | 1.21% | −1,722−6.4% | Reduced |
| Oder Investment Management, LLC | 25,160 | $3.45M | 3.92% | +1,402+5.9% | Added |
| Venator Capital Management Ltd. | 25,000 | $3.43M | 2.91% | +25,000 | New |
| Fruth Investment Management | 24,924 | $3.42M | 0.94% | 00.0% | Unchanged |
| Ami Investment Management Inc | 24,918 | $3.42M | 1.54% | +1,094+4.6% | Added |
| FourThought Financial, LLC | 24,807 | $3.41M | 0.43% | +9,368+60.7% | Added |
| Vishria Bird Financial Group, LLC | 24,785 | $3.40M | 1.88% | +316+1.3% | Added |
| Ropes Wealth Advisors LLC | 24,782 | $3.40M | 0.58% | −363−1.4% | Reduced |
| Fundamentun, LLC | 24,781 | $3.40M | 0.56% | +901+3.8% | Added |
| Citizens National Bank Trust Department | 30,339 | $3.39M | 1.36% | +685+2.3% | Added |
| Rehmann Capital Advisory Group | 24,568 | $3.38M | 0.32% | +44+0.2% | Added |
| Keene & Associates, Inc. | 24,627 | $3.38M | 2.76% | +8,726+54.9% | Added |
| Commerzbank Aktiengesellschaft | 24,590 | $3.37M | 0.19% | −187−0.8% | Reduced |
| CoreCap Advisors, LLC | 24,583 | $3.37M | 0.23% | −12,872−34.4% | Reduced |
| Aviance Capital Partners, LLC | 24,583 | $3.37M | 0.62% | −9,705−28.3% | Reduced |
| Beaton Management Co. Inc. | 24,586 | $3.37M | 2.08% | +71+0.3% | Added |
| K.J. Harrison & Partners Inc | 24,546 | $3.37M | 0.54% | +6,362+35.0% | Added |
| Meeder Asset Management Inc | 24,406 | $3.35M | 0.16% | −623−2.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 24,296 | $3.33M | 0.19% | +3,667+17.8% | Added |
| Consolidated Investment Group LLC | 24,202 | $3.32M | 0.54% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 24,173 | $3.32M | 0.96% | −79−0.3% | Reduced |
| Change Path, LLC | 24,179 | $3.32M | 0.17% | +3,068+14.5% | Added |
| Smith, Moore & Co. | 24,116 | $3.31M | 0.45% | +437+1.8% | Added |
| CV Advisors LLC | 24,098 | $3.31M | 2.35% | +1,118+4.9% | Added |
| BDO Wealth Advisors, LLC | 24,080 | $3.30M | 0.35% | +1,542+6.8% | Added |
| Naviter Wealth, LLC | 24,039 | $3.30M | 1.10% | +4,069+20.4% | Added |
| BigSur Wealth Management LLC | 24,030 | $3.30M | 1.28% | +18+0.1% | Added |
| Arlington Financial Advisors, LLC | 24,002 | $3.29M | 1.25% | +3,742+18.5% | Added |