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 |
|---|---|---|---|---|---|
| Northwest Investment Counselors, LLC | 23,992 | $3.29M | 0.87% | +237+1.0% | Added |
| McMahon Financial Advisors, LLC | 23,992 | $3.29M | 1.05% | +2,643+12.4% | Added |
| SS&H Financial Advisors, Inc. | 23,975 | $3.29M | 1.29% | +23,975 | New |
| Spreng Capital Management, Inc. | 23,881 | $3.28M | 2.01% | −2,905−10.8% | Reduced |
| Waldron Private Wealth LLC | 23,878 | $3.27M | 0.17% | +891+3.9% | Added |
| Banco de Sabadell, S.A | 23,731 | $3.27M | 1.89% | +5,080+27.2% | Added |
| Kovack Advisors, Inc. | 23,841 | $3.27M | 0.34% | −649−2.7% | Reduced |
| Sky Investment Group LLC | 23,792 | $3.26M | 0.69% | +482+2.1% | Added |
| Watershed Asset Management, L.L.C. | 23,750 | $3.26M | 3.30% | +3,600+17.9% | Added |
| Bristlecone Advisors, LLC | 23,706 | $3.25M | 0.40% | +1,855+8.5% | Added |
| BBR Partners, LLC | 23,683 | $3.25M | 0.31% | +125+0.5% | Added |
| Winch Advisory Services, LLC | 23,654 | $3.24M | 1.13% | −792−3.2% | Reduced |
| Trust Co of Oklahoma | 23,647 | $3.24M | 1.24% | −1,106−4.5% | Reduced |
| Bradley Mark J. | 23,616 | $3.24M | 2.31% | −215−0.9% | Reduced |
| Iowa State Bank | 23,562 | $3.23M | 0.75% | +4,248+22.0% | Added |
| Miracle Mile Advisors, LLC | 23,517 | $3.23M | 0.14% | +10,942+87.0% | Added |
| Cito Capital Group, LLC | 23,500 | $3.22M | 1.47% | +550+2.4% | Added |
| Community Bank, N.A. | 23,394 | $3.21M | 0.40% | −705−2.9% | Reduced |
| Hoey Investments, Inc | 23,374 | $3.21M | 0.90% | −729−3.0% | Reduced |
| Citizens Financial Group Inc | 23,353 | $3.20M | 0.11% | −859−3.5% | Reduced |
| Burleson & Company, LLC | 23,337 | $3.20M | 0.52% | +19,441+499.0% | Added |
| Smithfield Trust Co | 23,285 | $3.20M | 0.21% | −2,006−7.9% | Reduced |
| Shepherd Financial Partners LLC | 23,213 | $3.19M | 0.57% | +1,821+8.5% | Added |
| Bogart Wealth, LLC | 23,200 | $3.18M | 0.27% | +11,194+93.2% | Added |
| IFG Advisory, LLC | 23,185 | $3.18M | 0.32% | +529+2.3% | Added |
| Chicago Trust Co NA | 23,154 | $3.17M | 0.68% | +1,169+5.3% | Added |
| Staley Capital Advisers Inc | 23,047 | $3.16M | 0.16% | −2,100−8.4% | Reduced |
| Condor Capital Management | 22,897 | $3.14M | 0.35% | +351+1.6% | Added |
| Essex Financial Services, Inc. | 22,847 | $3.13M | 0.30% | −2,108−8.4% | Reduced |
| Clarius Group, LLC | 20,232 | $3.13M | 0.25% | 00.0% | Unchanged |
| Estabrook Capital Management | 22,717 | $3.12M | 0.46% | −795−3.4% | Reduced |
| Harbour Investment Management LLC | 22,705 | $3.11M | 1.51% | −490−2.1% | Reduced |
| Avidian Wealth Solutions, LLC | 22,693 | $3.11M | 0.19% | +3,163+16.2% | Added |
| Joel Isaacson & Co., LLC | 24,295 | $3.10M | 0.23% | +245+1.0% | Added |
| Bedel Financial Consulting, Inc. | 22,626 | $3.10M | 0.97% | +524+2.4% | Added |
| Econ Financial Services Corp | 22,583 | $3.10M | 2.29% | +17,322+329.3% | Added |
| TCW Group Inc | 22,574 | $3.10M | 0.03% | −17,374−43.5% | Reduced |
| Meridian Management Co | 22,529 | $3.09M | 0.98% | +6,045+36.7% | Added |
| Nelson Capital Management, LLC | 22,482 | $3.08M | 0.60% | −31,003−58.0% | Reduced |
| Abbot Financial Management, Inc. | 22,443 | $3.08M | 1.50% | −159−0.7% | Reduced |
| HBK Investments L P | 22,425 | $3.08M | 0.06% | +22,425 | New |
| Creegan & Nassoura Financial Group, LLC | 22,421 | $3.08M | 2.31% | +8,788+64.5% | Added |
| Ardent Capital Management, Inc. | 22,401 | $3.07M | 2.05% | +74+0.3% | Added |
| Phraction Management LLC | 22,366 | $3.07M | 1.78% | +4,854+27.7% | Added |
| Level Four Advisory Services, LLC | 22,337 | $3.06M | 0.24% | −1,415−6.0% | Reduced |
| JSF Financial, LLC | 22,336 | $3.06M | 1.30% | +172+0.8% | Added |
| Plimoth Trust Co LLC | 22,316 | $3.06M | 0.81% | +208+0.9% | Added |
| Audent Global Asset Management, LLC | 22,228 | $3.05M | 1.68% | −5,129−18.7% | Reduced |
| Morse Asset Management, Inc | 22,205 | $3.05M | 0.76% | −835−3.6% | Reduced |
| Lake Street Advisors Group, LLC | 22,202 | $3.04M | 0.19% | +4,404+24.7% | Added |
| Harbour Capital Advisors, LLC | 22,160 | $3.04M | 0.83% | −15−0.1% | Reduced |
| Founders Capital Management | 19,593 | $3.04M | 1.95% | 00.0% | Unchanged |
| Benin Management CORP | 22,119 | $3.03M | 0.93% | +3,179+16.8% | Added |
| Infusive Asset Management Inc. | 21,900 | $3.03M | 1.44% | −140,134−86.5% | Reduced |
| Strategic Financial Services, Inc, | 22,069 | $3.03M | 0.23% | +40+0.2% | Added |
| Community Bank & Trust, Waco, Texas | 22,058 | $3.02M | 0.87% | −25−0.1% | Reduced |
| Viking Fund Management LLC | 22,000 | $3.02M | 0.69% | +2,000+10.0% | Added |
| Pictet Bank & Trust Ltd | 21,991 | $3.02M | 1.69% | −159−0.7% | Reduced |
| Weik Capital Management | 21,990 | $3.02M | 1.19% | +410+1.9% | Added |
| Alan B. Lancz & Associates, Inc. | 21,914 | $3.01M | 2.66% | +2,200+11.2% | Added |
| Balentine LLC | 21,891 | $3.00M | 0.10% | +15,446+239.7% | Added |
| SeaCrest Wealth Management, LLC | 21,807 | $2.99M | 0.34% | +3,011+16.0% | Added |
| Herbst Group, LLC | 21,797 | $2.99M | 1.98% | +620+2.9% | Added |
| Goelzer Investment Management, Inc. | 21,745 | $2.98M | 0.26% | +1,438+7.1% | Added |
| Wealthspire Advisors, LLC | 21,709 | $2.98M | 0.07% | −1,663−7.1% | Reduced |
| Stone Point Wealth LLC | 21,703 | $2.97M | 1.67% | +8,350+62.5% | Added |
| CenterBook Partners LP | 21,665 | $2.97M | 1.06% | +13,706+172.2% | Added |
| Intrust Bank NA | 21,615 | $2.96M | 0.38% | +1,648+8.3% | Added |
| Wellington Shields Capital Management, LLC | 21,603 | $2.96M | 0.32% | −10,639−33.0% | Reduced |
| Watchman Group, Inc. | 21,592 | $2.96M | 1.76% | +956+4.6% | Added |
| Hendershot Investments Inc. | 21,542 | $2.96M | 0.45% | 00.0% | Unchanged |
| Jacobsen Capital Management | 21,495 | $2.95M | 1.35% | +7,193+50.3% | Added |
| Principle Wealth Partners LLC | 21,461 | $2.94M | 0.31% | +663+3.2% | Added |
| TrinityPoint Wealth, LLC | 21,436 | $2.94M | 0.53% | +13,459+168.7% | Added |
| ACG Wealth | 21,426 | $2.94M | 0.56% | −8,766−29.0% | Reduced |
| Proequities, Inc. | 21,278 | $2.92M | 0.21% | −9,386−30.6% | Reduced |
| Jasper Ridge Partners, L.P. | 21,254 | $2.92M | 0.14% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 21,267 | $2.91M | 0.39% | +9,267+77.2% | Added |
| Boltwood Capital Management | 21,227 | $2.91M | 1.12% | −332−1.5% | Reduced |
| Eidelman Virant Capital | 21,215 | $2.91M | 1.57% | −13,490−38.9% | Reduced |
| Dempze Nancy E | 21,190 | $2.91M | 2.12% | +388+1.9% | Added |
| Arden Trust Co | 21,181 | $2.90M | 0.57% | −2,226−9.5% | Reduced |
| Searle & Co. | 21,176 | $2.90M | 1.07% | 00.0% | Unchanged |
| Cohen Lawrence B | 21,134 | $2.90M | 1.72% | +2,203+11.6% | Added |
| Scott & Selber, Inc. | 21,139 | $2.90M | 1.12% | +7,251+52.2% | Added |
| Diamant Asset Management, Inc. | 21,094 | $2.89M | 2.22% | −1,150−5.2% | Reduced |
| EPG Wealth Management LLC | 21,091 | $2.89M | 1.00% | −293−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 21,095 | $2.89M | 0.28% | +1,047+5.2% | Added |
| Perfromance Wealth Partners, LLC | 21,061 | $2.89M | 0.13% | −727−3.3% | Reduced |
| Bank Hapoalim BM | 21,056 | $2.89M | 0.30% | −6,157−22.6% | Reduced |
| Hamel Associates, Inc. | 20,980 | $2.88M | 1.02% | +2,748+15.1% | Added |
| Knuff & Co LLC | 20,966 | $2.88M | 1.04% | −16−0.1% | Reduced |
| Malaga Cove Capital, LLC | 20,939 | $2.87M | 1.32% | −15−0.1% | Reduced |
| Moneta Group Investment Advisors LLC | 20,917 | $2.87M | 0.11% | +954+4.8% | Added |
| Gould Capital, LLC | 20,909 | $2.87M | 2.06% | +2,808+15.5% | Added |
| Ascent Group, LLC | 20,896 | $2.87M | 0.33% | +1,038+5.2% | Added |
| Summit Financial Group Inc | 20,860 | $2.86M | 0.97% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 20,804 | $2.85M | 0.97% | +105+0.5% | Added |
| Leelyn Smith, LLC | 20,778 | $2.85M | 0.74% | +1,921+10.2% | Added |
| Compton Capital Management Inc | 20,689 | $2.84M | 0.79% | +100+0.5% | Added |