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 |
|---|---|---|---|---|---|
| Carl P. Sherr & Co., LLC | 20,664 | $2.83M | 1.91% | −1,510−6.8% | Reduced |
| Cornerstone Advisory, LLC | 20,595 | $2.83M | 0.43% | +5,534+36.7% | Added |
| Magnolia Capital Advisors LLC | 20,496 | $2.81M | 1.10% | −9,777−32.3% | Reduced |
| VELA Investment Management, LLC | 20,446 | $2.80M | 1.76% | +4,722+30.0% | Added |
| RS Crum Inc. | 20,411 | $2.80M | 1.58% | −232−1.1% | Reduced |
| Quantum Private Wealth, LLC | 20,333 | $2.79M | 1.20% | +850+4.4% | Added |
| Regent Investment Management LLC | 20,284 | $2.78M | 0.64% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 20,200 | $2.77M | 0.89% | −1,500−6.9% | Reduced |
| MidWestOne Financial Group, Inc. | 20,193 | $2.77M | 0.60% | +163+0.8% | Added |
| Moody Lynn & Lieberson, LLC | 20,160 | $2.77M | 0.20% | −8,827−30.5% | Reduced |
| Barings LLC | 20,134 | $2.76M | 0.08% | +1,231+6.5% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.76M | 2.52% | +1,362+7.3% | Added |
| Gordian Capital Singapore Pte Ltd | 19,301 | $2.76M | 2.25% | +375+2.0% | Added |
| Aaron Wealth Advisors | 378,150 | $2.76M | 0.06% | +375,045+12,078.7% | Added |
| Ceera Investments, LLC | 20,096 | $2.76M | 1.37% | −49−0.2% | Reduced |
| Chemistry Wealth Management LLC | 20,086 | $2.75M | 0.95% | +20,086 | New |
| Quadrant Capital Group LLC | 20,075 | $2.75M | 0.33% | +1,486+8.0% | Added |
| Focused Wealth Management, Inc | 20,071 | $2.75M | 0.44% | +17,900+824.5% | Added |
| Proficio Capital Partners LLC | 20,013 | $2.75M | 0.41% | −466−2.3% | Reduced |
| Gimbel Daniel Scott | 20,000 | $2.74M | 0.97% | 00.0% | Unchanged |
| Waycross Partners, LLC | 19,975 | $2.74M | 1.60% | +1,137+6.0% | Added |
| World Equity Group, Inc. | 19,969 | $2.74M | 0.59% | +19,969 | New |
| Exane Derivatives | 19,962 | $2.74M | 0.77% | −906−4.3% | Reduced |
| XML Financial, LLC | 19,946 | $2.74M | 0.33% | +737+3.8% | Added |
| Atlas Brown,Inc. | 19,930 | $2.73M | 1.11% | +300+1.5% | Added |
| Capital Investment Advisory Services, LLC | 19,872 | $2.73M | 0.30% | +637+3.3% | Added |
| Butensky & Cohen Financial Security, Inc | 19,870 | $2.73M | 0.96% | +1,000+5.3% | Added |
| Reynolds Investment Management, Inc. | 19,864 | $2.73M | 0.80% | +19,864 | New |
| Frisch Financial Group, Inc. | 19,851 | $2.72M | 0.87% | −350−1.7% | Reduced |
| Page Arthur B | 19,818 | $2.72M | 2.12% | −165−0.8% | Reduced |
| Kingfisher Capital LLC | 19,811 | $2.72M | 0.70% | +267+1.4% | Added |
| Highlander Capital Management, LLC | 19,697 | $2.70M | 1.26% | +35+0.2% | Added |
| Thoroughbred Financial Services, LLC | 19,700 | $2.70M | 0.44% | +5,951+43.3% | Added |
| Avitas Wealth Management LLC | 19,632 | $2.69M | 0.49% | −22,214−53.1% | Reduced |
| Pitcairn Co | 19,608 | $2.69M | 0.23% | +866+4.6% | Added |
| Cutler Group LP | 19,592 | $2.69M | 0.25% | +18,392+1,532.7% | Added |
| Hollencrest Capital Management | 19,511 | $2.68M | 0.24% | +496+2.6% | Added |
| Csenge Advisory Group | 19,496 | $2.67M | 0.21% | +3,474+21.7% | Added |
| Sanders Morris Harris LLC | 19,442 | $2.67M | 0.52% | −61,703−76.0% | Reduced |
| Seeyond | 19,441 | $2.67M | 0.27% | +6,342+48.4% | Added |
| Duff & Phelps Investment Management Co | 19,383 | $2.66M | 0.03% | +200+1.0% | Added |
| Kiwi Wealth Investments Limited Partnership | 19,308 | $2.65M | 0.14% | −18,757−49.3% | Reduced |
| Varma Mutual Pension Insurance Co | 19,285 | $2.65M | 0.03% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 19,269 | $2.64M | 1.36% | +769+4.2% | Added |
| Aldebaran Financial Inc. | 19,271 | $2.64M | 2.17% | +1,220+6.8% | Added |
| Kore Private Wealth LLC | 19,257 | $2.64M | 0.33% | +2,933+18.0% | Added |
| NTV Asset Management LLC | 19,223 | $2.64M | 0.44% | +950+5.2% | Added |
| Mount Capital Ltd | 19,200 | $2.63M | 0.77% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 19,174 | $2.63M | 0.63% | +25+0.1% | Added |
| Blue Edge Capital, LLC | 19,063 | $2.61M | 0.52% | −149−0.8% | Reduced |
| Resonant Capital Advisors, LLC | 19,072 | $2.61M | 0.39% | +1,913+11.1% | Added |
| AdvisorNet Financial, Inc | 19,037 | $2.61M | 0.16% | +4,846+34.1% | Added |
| Murphy Pohlad Asset Management LLC | 19,014 | $2.61M | 1.05% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 19,008 | $2.61M | 1.17% | +294+1.6% | Added |
| Cape Cod Five Cents Savings Bank | 18,992 | $2.60M | 0.26% | −64−0.3% | Reduced |
| Spirit of America Management Corp | 18,950 | $2.60M | 0.51% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 18,880 | $2.59M | 0.34% | +4,278+29.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 18,859 | $2.59M | 0.10% | +2,321+14.0% | Added |
| Concentric Capital Strategies, LP | 18,800 | $2.58M | 0.98% | +18,800 | New |
| Bremer Bank National Association | 18,754 | $2.57M | 0.42% | −5,877−23.9% | Reduced |
| Monarch Capital Management Inc | 18,742 | $2.57M | 0.68% | +2,898+18.3% | Added |
| Oak Harbor Wealth Partners, LLC | 18,725 | $2.57M | 0.84% | −96−0.5% | Reduced |
| Bray Capital Advisors | 18,708 | $2.57M | 0.66% | +5,691+43.7% | Added |
| Global Trust Asset Management, LLC | 18,643 | $2.56M | 1.06% | +3,615+24.1% | Added |
| Graham Capital Management, L.P. | 18,624 | $2.55M | 0.11% | +15,622+520.4% | Added |
| Vident Investment Advisory, LLC | 18,614 | $2.55M | 0.07% | +7,078+61.4% | Added |
| Garrison Asset Management, LLC | 18,598 | $2.55M | 1.44% | −15−0.1% | Reduced |
| Paradigm Financial Partners, LLC | 19,230 | $2.55M | 0.57% | −2,762−12.6% | Reduced |
| Surevest, LLC | 18,527 | $2.54M | 0.61% | −6,935−27.2% | Reduced |
| RVW Wealth, LLC | 18,498 | $2.54M | 0.29% | −3,750−16.9% | Reduced |
| Laidlaw Wealth Management LLC | 18,409 | $2.52M | 0.42% | −967−5.0% | Reduced |
| Gilman Hill Asset Management, LLC | 18,363 | $2.52M | 0.57% | +560+3.1% | Added |
| Delta Financial Advisors LLC | 18,326 | $2.51M | 1.07% | +120+0.7% | Added |
| Connable Office Inc | 18,290 | $2.51M | 0.33% | +229+1.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 18,265 | $2.50M | 0.84% | +400+2.2% | Added |
| Pinkerton Retirement Specialists, LLC | 18,252 | $2.50M | 0.56% | +1,416+8.4% | Added |
| Mechanics Bank Trust Department | 18,216 | $2.50M | 0.39% | +329+1.8% | Added |
| Schechter Investment Advisors, LLC | 18,214 | $2.50M | 0.23% | +2,147+13.4% | Added |
| Trust Asset Management LLC | 18,186 | $2.49M | 0.31% | +643+3.7% | Added |
| HCR Wealth Advisors | 18,039 | $2.47M | 0.40% | −518−2.8% | Reduced |
| Bizma Investimentos Ltda | 18,000 | $2.47M | 1.61% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 17,976 | $2.47M | 0.42% | −2,413−11.8% | Reduced |
| Cypress Asset Management Inc | 17,973 | $2.46M | 0.72% | −1,940−9.7% | Reduced |
| Aspiriant, LLC | 17,984 | $2.46M | 0.14% | −928−4.9% | Reduced |
| Harbor Advisory Corp | 17,965 | $2.46M | 0.99% | +11,929+197.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,918 | $2.46M | 0.16% | −15,680−46.7% | Reduced |
| Hartline Investment Corp | 13,977 | $2.46M | 0.31% | +2,732+24.3% | Added |
| Forum Financial Management, LP | 17,880 | $2.45M | 0.12% | −2,472−12.1% | Reduced |
| Intersect Capital LLC | 17,878 | $2.45M | 0.47% | +924+5.5% | Added |
| Summit X, LLC | 17,774 | $2.44M | 0.60% | −10−0.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 17,793 | $2.44M | 2.20% | +676+3.9% | Added |
| TBH Global Asset Management, LLC | 17,780 | $2.44M | 0.52% | +113+0.6% | Added |
| Charter Research & Investment Group, Inc. | 17,777 | $2.44M | 1.98% | −295−1.6% | Reduced |
| Duncker Streett & Co Inc | 17,760 | $2.44M | 0.48% | −13,600−43.4% | Reduced |
| Stillwater Investment Management, LLC | 17,760 | $2.44M | 0.61% | −65−0.4% | Reduced |
| Grove Bank & Trust | 17,755 | $2.44M | 0.48% | +247+1.4% | Added |
| Trustco Bank Corp N Y | 17,746 | $2.43M | 2.41% | −374−2.1% | Reduced |
| Court Place Advisors, LLC | 17,646 | $2.42M | 0.78% | −1,170−6.2% | Reduced |
| Nwam LLC | 17,625 | $2.42M | 0.19% | −22,254−55.8% | Reduced |
| Capital Asset Advisory Services LLC | 17,610 | $2.42M | 0.26% | −315−1.8% | Reduced |