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 |
|---|---|---|---|---|---|
| Sycomore Asset Management | 9,500 | $1.35M | 0.24% | +9,500 | New |
| Archer Investment Corp | 10,045 | $1.35M | 0.48% | −2,228−18.2% | Reduced |
| BlueMar Capital Management, LLC | 9,842 | $1.35M | 0.57% | +9,842 | New |
| Paces Ferry Wealth Advisors, LLC | 9,830 | $1.35M | 1.07% | +401+4.3% | Added |
| Legacy Wealth Management, LLC | 9,796 | $1.34M | 0.70% | −1,205−11.0% | Reduced |
| Millennium Capital Advisors, LLC | 9,794 | $1.34M | 1.08% | +305+3.2% | Added |
| Finer Wealth Management, Inc. | 9,793 | $1.34M | 1.10% | +490+5.3% | Added |
| Trustcore Financial Services, LLC | 9,777 | $1.34M | 0.12% | +913+10.3% | Added |
| Hendley & Co Inc | 9,753 | $1.34M | 0.46% | −325−3.2% | Reduced |
| Monterey Private Wealth, Inc. | 9,452 | $1.33M | 0.64% | −51−0.5% | Reduced |
| Capital Advisors Inc | 9,684 | $1.33M | 0.04% | −669−6.5% | Reduced |
| Van Hulzen Asset Management, LLC | 9,681 | $1.33M | 0.14% | −10.0% | Reduced |
| C2C Wealth Management, LLC | 10,530 | $1.33M | 0.23% | −7,026−40.0% | Reduced |
| Central Bank & Trust Co | 9,676 | $1.33M | 0.21% | −207−2.1% | Reduced |
| TLWM | 9,608 | $1.32M | 0.46% | +425+4.6% | Added |
| Global Financial Private Client, LLC | 9,650 | $1.32M | 0.64% | +402+4.3% | Added |
| Fairfield, Bush & Co. | 9,624 | $1.32M | 0.66% | +320+3.4% | Added |
| Eagle Asset Management Inc | 9,617 | $1.32M | 0.01% | +688+7.7% | Added |
| Abundance Wealth Counselors | 9,612 | $1.32M | 0.36% | +877+10.0% | Added |
| Pinnacle Private Wealth, LLC | 9,610 | $1.32M | 0.41% | +954+11.0% | Added |
| Next Century Growth Investors LLC | 9,575 | $1.31M | 0.13% | −6−0.1% | Reduced |
| Kozak & Associates, Inc. | 9,822 | $1.31M | 0.84% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 9,567 | $1.31M | 1.06% | +2,060+27.4% | Added |
| Angeles Wealth Management, LLC | 9,560 | $1.31M | 0.25% | +9,560 | New |
| Bluesphere Advisors, LLC | 9,533 | $1.31M | 1.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 9,524 | $1.31M | 0.07% | −1,436−13.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,494 | $1.30M | 0.06% | −1,946−17.0% | Reduced |
| Mayflower Financial Advisors, LLC | 9,455 | $1.30M | 0.17% | −264−2.7% | Reduced |
| Ascent Wealth Partners, LLC | 9,418 | $1.29M | 0.24% | +184+2.0% | Added |
| Consilium Wealth Advisory, LLC | 9,408 | $1.29M | 0.92% | +635+7.2% | Added |
| Virtue Capital Management, LLC | 9,400 | $1.29M | 0.20% | −958−9.2% | Reduced |
| Twin Lakes Capital Management, LLC | 9,388 | $1.29M | 0.73% | +18+0.2% | Added |
| King Wealth | 9,361 | $1.28M | 0.25% | −339−3.5% | Reduced |
| Silverlake Wealth Management LLC | 9,357 | $1.28M | 0.73% | +358+4.0% | Added |
| Holderness Investments Co | 9,354 | $1.28M | 0.43% | −917−8.9% | Reduced |
| Johnson Financial Group, Inc. | 9,329 | $1.28M | 0.09% | −490−5.0% | Reduced |
| Armstrong Henry H Associates Inc | 9,315 | $1.28M | 0.13% | 00.0% | Unchanged |
| Sierra Capital LLC | 9,309 | $1.28M | 0.20% | +26+0.3% | Added |
| Great Diamond Partners, LLC | 9,302 | $1.27M | 0.35% | +1,293+16.1% | Added |
| Bell Rock Capital LLC | 9,735 | $1.27M | 1.19% | −1,729−15.1% | Reduced |
| Connectus Wealth, LLC | 8,208 | $1.27M | 0.04% | −8,804−51.8% | Reduced |
| Blodgett Wealth Advisors, LLC | 9,269 | $1.27M | 1.06% | −639−6.4% | Reduced |
| Adviser Investments LLC | 9,250 | $1.27M | 0.08% | −151−1.6% | Reduced |
| Resurgent Financial Advisors LLC | 9,237 | $1.27M | 0.81% | +2,888+45.5% | Added |
| Two Sigma Investments, LP | 9,200 | $1.26M | 0.00% | +9,200 | New |
| Trail Ridge Investment Advisors, LLC | 9,179 | $1.26M | 0.77% | −257−2.7% | Reduced |
| 55I, LLC | 9,140 | $1.25M | 0.03% | +593+6.9% | Added |
| Old Port Advisors | 9,119 | $1.25M | 0.43% | −756−7.7% | Reduced |
| Pure Financial Advisors, Inc. | 9,095 | $1.25M | 0.06% | −553−5.7% | Reduced |
| Venturi Wealth Management, LLC | 9,085 | $1.25M | 0.10% | −1,742−16.1% | Reduced |
| Larson Financial Group LLC | 9,087 | $1.25M | 0.20% | +542+6.3% | Added |
| Balasa Dinverno & Foltz LLC | 9,057 | $1.24M | 0.08% | −505−5.3% | Reduced |
| Stiles Financial Services Inc | 9,044 | $1.24M | 0.62% | +450+5.2% | Added |
| Boyd Watterson Asset Management LLC | 9,020 | $1.24M | 0.45% | +5,406+149.6% | Added |
| Columbia Trust Co 01012016 | 9,467 | $1.24M | 0.58% | +4,244+81.3% | Added |
| United Bank | 9,007 | $1.24M | 0.16% | −3,500−28.0% | Reduced |
| Barbara Oil Co. | 9,000 | $1.23M | 0.57% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 8,986 | $1.23M | 0.53% | −2,130−19.2% | Reduced |
| Foundations Investment Advisors, LLC | 9,420 | $1.23M | 0.05% | +401+4.4% | Added |
| Mather Group, LLC. | 8,955 | $1.23M | 0.02% | +6,245+230.4% | Added |
| NewEdge Wealth, LLC | 8,948 | $1.23M | 0.05% | +992+12.5% | Added |
| FOCUS Wealth Advisors, LLC | 8,933 | $1.23M | 0.73% | +1,662+22.9% | Added |
| US Asset Management LLC | 8,914 | $1.22M | 1.13% | 00.0% | Unchanged |
| United Maritime Capital LLC | 8,900 | $1.22M | 3.35% | −1,750−16.4% | Reduced |
| Chesapeake Wealth Management | 8,893 | $1.22M | 0.44% | −61−0.7% | Reduced |
| Tevis Investment Management | 8,878 | $1.22M | 1.10% | +652+7.9% | Added |
| Trust Investment Advisors | 8,873 | $1.22M | 0.99% | +89+1.0% | Added |
| Argent Advisors, Inc. | 8,841 | $1.21M | 0.65% | +2,521+39.9% | Added |
| Verdence Capital Advisors LLC | 8,839 | $1.21M | 0.14% | −2,690−23.3% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 8,833 | $1.21M | 1.33% | +8,833 | New |
| Dearborn Partners LLC | 8,797 | $1.21M | 0.05% | +95+1.1% | Added |
| EFG Asset Management (North America) Corp. | 8,798 | $1.21M | 0.18% | +8,798 | New |
| Tobam | 8,794 | $1.21M | 0.06% | +3,159+56.1% | Added |
| Parametrica Management Ltd | 8,776 | $1.20M | 0.89% | −3,194−26.7% | Reduced |
| Strategic Blueprint, LLC | 8,781 | $1.20M | 0.14% | +1,863+26.9% | Added |
| Gradient Investments LLC | 8,767 | $1.20M | 0.03% | −92−1.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 8,764 | $1.20M | 0.21% | +5,114+140.1% | Added |
| Aberdeen Wealth Management LLC | 8,754 | $1.20M | 0.82% | +100+1.2% | Added |
| Cavalier Investments, LLC | 8,746 | $1.20M | 0.31% | −991−10.2% | Reduced |
| Wulff, Hansen & Co. | 8,740 | $1.20M | 1.14% | −100−1.1% | Reduced |
| Nadler Financial Group, Inc. | 8,737 | $1.20M | 0.19% | −462−5.0% | Reduced |
| Bridge Advisory, LLC | 8,721 | $1.20M | 0.52% | −86−1.0% | Reduced |
| Apriem Advisors | 8,714 | $1.20M | 0.18% | +380+4.6% | Added |
| Parisi Gray Wealth Management | 8,703 | $1.19M | 0.48% | −78−0.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8,707 | $1.19M | 0.36% | +706+8.8% | Added |
| Aureus Asset Management, LLC | 8,678 | $1.19M | 0.08% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 8,671 | $1.19M | 0.47% | −200−2.3% | Reduced |
| White Pine Capital LLC | 8,672 | $1.19M | 0.37% | +280+3.3% | Added |
| Formidable Asset Management, LLC | 8,629 | $1.18M | 0.23% | −47−0.5% | Reduced |
| Spears Abacus Advisors LLC | 8,628 | $1.18M | 0.09% | +1,623+23.2% | Added |
| Pflug Koory, LLC | 8,614 | $1.18M | 0.59% | −491−5.4% | Reduced |
| Old Mission Investment Co LLC | 8,610 | $1.18M | 0.44% | +546+6.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,582 | $1.18M | 0.11% | −52−0.6% | Reduced |
| Vance Wealth, Inc. | 8,572 | $1.18M | 1.49% | −175−2.0% | Reduced |
| Mystic Asset Management, Inc. | 8,579 | $1.18M | 0.63% | +1,223+16.6% | Added |
| Wolf Group Capital Advisors | 8,566 | $1.18M | 0.60% | −17,132−66.7% | Reduced |
| Highland Private Wealth Management | 8,560 | $1.17M | 0.16% | +312+3.8% | Added |
| Independence Bank of Kentucky | 8,549 | $1.17M | 0.46% | +1,119+15.1% | Added |
| Intact Investment Management Inc. | 8,550 | $1.17M | 0.03% | +2,200+34.6% | Added |
| StrategIQ Financial Group, LLC | 8,488 | $1.16M | 0.13% | −58−0.7% | Reduced |