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 |
|---|---|---|---|---|---|
| Doliver Advisors, LP | 11,416 | $1.57M | 0.50% | +57+0.5% | Added |
| Wealth Alliance | 11,390 | $1.56M | 0.32% | +2,056+22.0% | Added |
| Camden Capital, LLC | 11,365 | $1.56M | 0.34% | −292−2.5% | Reduced |
| Cypress Wealth Services, LLC | 11,356 | $1.56M | 0.42% | +276+2.5% | Added |
| InTrack Investment Management Inc | 11,344 | $1.56M | 1.26% | −3,004−20.9% | Reduced |
| Merit Financial Group, LLC | 11,341 | $1.56M | 0.09% | +2,226+24.4% | Added |
| Edge Capital Group, LLC | 11,322 | $1.55M | 0.11% | −717−6.0% | Reduced |
| ARGI Investment Services, LLC | 11,325 | $1.55M | 0.05% | −608−5.1% | Reduced |
| Bar Harbor Trust Services | 11,324 | $1.55M | 0.47% | +115+1.0% | Added |
| Grandview Asset Management LLC | 11,314 | $1.55M | 0.66% | −351−3.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 11,305 | $1.55M | 0.12% | −651−5.4% | Reduced |
| Southeast Asset Advisors Inc. | 11,310 | $1.55M | 0.21% | +705+6.6% | Added |
| BerganKDV Wealth Management, LLC | 11,307 | $1.55M | 0.17% | +4,259+60.4% | Added |
| Insight Wealth Strategies, LLC | 11,288 | $1.55M | 0.23% | +1,789+18.8% | Added |
| Byrne Asset Management LLC | 11,289 | $1.55M | 0.96% | +1,835+19.4% | Added |
| Zuckerman Investment Group, LLC | 11,277 | $1.55M | 0.25% | +2,055+22.3% | Added |
| Invst, LLC | 14,452 | $1.55M | 0.25% | +474+3.4% | Added |
| Berger Financial Group, Inc | 11,270 | $1.55M | 0.20% | −331−2.9% | Reduced |
| Palumbo Wealth Management LLC | 11,257 | $1.54M | 0.99% | +8,340+285.9% | Added |
| Successful Portfolios LLC | 11,208 | $1.54M | 0.88% | +564+5.3% | Added |
| Dorchester Wealth Management Co | 8,947 | $1.53M | 0.25% | +3,244+56.9% | Added |
| Executive Wealth Management, LLC | 11,145 | $1.53M | 0.17% | +1,215+12.2% | Added |
| Ledge Wealth Management, Inc. | 11,139 | $1.53M | 0.95% | +11,139 | New |
| HRT Financial LP | 11,136 | $1.53M | 0.01% | −31,168−73.7% | Reduced |
| Summit Financial, LLC | 11,115 | $1.52M | 0.12% | +2,759+33.0% | Added |
| Visionary Wealth Advisors | 11,110 | $1.52M | 0.12% | +524+4.9% | Added |
| Zevenbergen Capital Investments LLC | 11,085 | $1.52M | 0.04% | −455−3.9% | Reduced |
| Oak Asset Management, LLC | 11,068 | $1.52M | 0.60% | −40−0.4% | Reduced |
| Outfitter Financial LLC | 11,035 | $1.51M | 1.16% | +610+5.9% | Added |
| Bluestein R H & Co | 11,021 | $1.51M | 0.06% | −1,423−11.4% | Reduced |
| Marcum Wealth, LLC | 11,016 | $1.51M | 0.21% | +2,140+24.1% | Added |
| LSV Asset Management | 11,000 | $1.51M | 0.00% | −100−0.9% | Reduced |
| Mechanics Financial Corp | 10,974 | $1.50M | 0.77% | +105+1.0% | Added |
| LexAurum Advisors, LLC | 10,963 | $1.50M | 0.49% | −1,181−9.7% | Reduced |
| Congress Park Capital LLC | 10,959 | $1.50M | 0.77% | +1,975+22.0% | Added |
| HighTower Trust Services, LTA | 10,928 | $1.50M | 0.14% | −30−0.3% | Reduced |
| DB Fitzpatrick & Co, Inc | 10,925 | $1.50M | 1.49% | +20+0.2% | Added |
| Taylor Hoffman Wealth Management | 10,911 | $1.50M | 0.60% | −759−6.5% | Reduced |
| Atlas Private Wealth Management | 10,892 | $1.49M | 0.87% | −519−4.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 10,878 | $1.49M | 0.09% | −225−2.0% | Reduced |
| Trustmark National Bank Trust Department | 10,857 | $1.49M | 0.12% | −9,508−46.7% | Reduced |
| Alta Wealth Advisors LLC | 10,854 | $1.49M | 0.88% | −92−0.8% | Reduced |
| Two Sigma Securities, LLC | 10,849 | $1.49M | 0.21% | −1,011−8.5% | Reduced |
| Benedetti & Gucer, Inc. | 10,828 | $1.49M | 0.99% | +686+6.8% | Added |
| AllGen Financial Advisors, Inc. | 10,818 | $1.48M | 1.24% | +2,525+30.4% | Added |
| Sippican Capital Advisors | 10,803 | $1.48M | 1.23% | +311+3.0% | Added |
| Agate Pass Investment Management, LLC | 10,764 | $1.48M | 0.92% | +3,610+50.5% | Added |
| Capital Planning Advisors, LLC | 10,754 | $1.48M | 0.32% | −6,031−35.9% | Reduced |
| Peterson Financial Group, Inc. | 10,748 | $1.47M | 1.22% | +1,007+10.3% | Added |
| Little House Capital LLC | 10,738 | $1.47M | 0.75% | +5,524+105.9% | Added |
| Widmann Financial Services, Inc. | 10,722 | $1.47M | 1.30% | −240−2.2% | Reduced |
| Prudent Man Advisors, LLC | 10,655 | $1.46M | 0.59% | −213−2.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 10,628 | $1.46M | 0.37% | −177−1.6% | Reduced |
| Indiana Trust & Investment Management CO | 10,619 | $1.46M | 0.70% | −150−1.4% | Reduced |
| Family Legacy, Inc. | 10,602 | $1.45M | 0.61% | +435+4.3% | Added |
| Abacus Planning Group, Inc. | 10,598 | $1.45M | 0.39% | +600+6.0% | Added |
| Boston Financial Mangement LLC | 10,592 | $1.45M | 0.06% | +506+5.0% | Added |
| Old Point Trust & Financial Services N A | 10,591 | $1.45M | 0.59% | +1,001+10.4% | Added |
| Garrison Point Advisors, LLC | 10,579 | $1.45M | 1.02% | +31+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,567 | $1.45M | 0.35% | +2,377+29.0% | Added |
| First Command Financial Services, Inc. | 10,545 | $1.45M | 0.20% | −993−8.6% | Reduced |
| Joseph Group Capital Management | 10,545 | $1.45M | 1.46% | +390+3.8% | Added |
| First Command Bank | 10,545 | $1.45M | 0.20% | +3,655+53.0% | Added |
| Doheny Asset Management | 10,523 | $1.44M | 1.05% | −650−5.8% | Reduced |
| Guardian Wealth Management, Inc. | 10,484 | $1.44M | 1.43% | +458+4.6% | Added |
| Roosevelt Investment Group LLC | 10,462 | $1.44M | 0.09% | +2,293+28.1% | Added |
| Cooper Financial Group | 10,456 | $1.43M | 0.54% | +1,579+17.8% | Added |
| Summit Trail Advisors, LLC | 10,458 | $1.43M | 0.12% | +4,213+67.5% | Added |
| Tempus Wealth Planning, LLC | 10,433 | $1.43M | 1.02% | −925−8.1% | Reduced |
| IVC Wealth Advisors LLC | 10,431 | $1.43M | 0.94% | +313+3.1% | Added |
| Waterfront Wealth Inc. | 10,835 | $1.43M | 0.51% | −55−0.5% | Reduced |
| WESCAP Management Group, Inc. | 10,415 | $1.43M | 0.40% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10,361 | $1.42M | 0.35% | −1,835−15.0% | Reduced |
| Qtron Investments LLC | 10,363 | $1.42M | 0.32% | +2,040+24.5% | Added |
| Financial Architects, Inc | 10,346 | $1.42M | 0.20% | +780+8.2% | Added |
| Magnus Financial Group LLC | 10,352 | $1.42M | 0.24% | +7,516+265.0% | Added |
| Wealth Effects LLC | 10,338 | $1.42M | 0.66% | −227−2.1% | Reduced |
| IMA Wealth, Inc. | 10,326 | $1.42M | 0.33% | +639+6.6% | Added |
| Delta Capital Management LLC | 10,310 | $1.41M | 0.94% | −1,270−11.0% | Reduced |
| Benjamin Edwards Inc | 10,236 | $1.40M | 0.41% | +2,816+38.0% | Added |
| Grimes & Company, Inc. | 10,196 | $1.40M | 0.07% | −258−2.5% | Reduced |
| Salvus Wealth Management, LLC | 10,190 | $1.40M | 1.07% | +911+9.8% | Added |
| Tilia Fiduciary Partners, Inc. | 10,139 | $1.39M | 1.18% | +428+4.4% | Added |
| Lumature Wealth Partners, LLC | 10,126 | $1.39M | 0.56% | +2,947+41.1% | Added |
| Absher Wealth Management, LLC | 10,120 | $1.39M | 0.24% | +776+8.3% | Added |
| Liberty Wealth Management LLC | 10,291 | $1.38M | 0.50% | +603+6.2% | Added |
| Cascade Investment Advisors, Inc. | 10,030 | $1.38M | 0.84% | +1,220+13.8% | Added |
| TriaGen Wealth Management LLC | 10,023 | $1.38M | 0.71% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 10,019 | $1.37M | 0.84% | +714+7.7% | Added |
| Anson Funds Management LP | 10,000 | $1.37M | 0.19% | −5,000−33.3% | Reduced |
| Guardian Investment Management | 10,000 | $1.37M | 1.07% | +10,000 | New |
| Amplius Wealth Advisors, LLC | 9,996 | $1.37M | 0.21% | +132+1.3% | Added |
| Coastal Bridge Advisors, LLC | 9,983 | $1.37M | 0.32% | +42+0.4% | Added |
| Tiedemann Advisors, LLC | 9,956 | $1.37M | 0.07% | +220+2.3% | Added |
| Benchmark Investment Advisors LLC | 9,957 | $1.37M | 1.03% | +4,259+74.7% | Added |
| United Bank | 9,949 | $1.36M | 0.72% | +794+8.7% | Added |
| Ballast, Inc. | 9,945 | $1.36M | 0.53% | +1,006+11.3% | Added |
| Piscataqua Savings Bank | 9,901 | $1.36M | 0.97% | −352−3.4% | Reduced |
| AlphaStar Capital Management, LLC | 9,904 | $1.36M | 0.11% | −224−2.2% | Reduced |
| Symmetry Partners, LLC | 9,879 | $1.35M | 0.09% | 00.0% | Unchanged |