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 |
|---|---|---|---|---|---|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 8,447 | $1.16M | 0.21% | +15+0.2% | Added |
| Latitude Advisors, LLC | 8,430 | $1.16M | 0.26% | +2,548+43.3% | Added |
| Stockman Wealth Management, Inc. | 8,397 | $1.15M | 0.24% | −421−4.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 8,366 | $1.15M | 0.91% | +8,366 | New |
| Private Portfolio Partners LLC | 8,380 | $1.15M | 0.28% | +1,175+16.3% | Added |
| Arbor Capital Management Inc | 8,354 | $1.15M | 0.88% | −2,232−21.1% | Reduced |
| Harvey Capital Management Inc | 8,326 | $1.14M | 0.35% | −20−0.2% | Reduced |
| Vista Investment Management | 8,315 | $1.14M | 0.62% | +798+10.6% | Added |
| blooom, inc. | 8,086 | $1.14M | 0.91% | −798−9.0% | Reduced |
| Schulhoff & Co Inc | 8,296 | $1.14M | 0.48% | +20+0.2% | Added |
| Kensington Investment Counsel, LLC | 8,293 | $1.14M | 0.75% | +88+1.1% | Added |
| Atticus Wealth Management, LLC | 8,266 | $1.13M | 0.41% | −482−5.5% | Reduced |
| Natixis Investment Managers International | 8,270 | $1.13M | 0.02% | +7,612+1,156.8% | Added |
| Accredited Investors Inc. | 8,257 | $1.13M | 0.10% | +598+7.8% | Added |
| Empowered Funds, LLC | 8,259 | $1.13M | 0.12% | +8,259 | New |
| Weaver Consulting Group | 8,226 | $1.13M | 0.55% | +417+5.3% | Added |
| Gleason Group, Inc. | 8,217 | $1.13M | 0.33% | +425+5.5% | Added |
| Almanack Investment Partners, LLC. | 8,200 | $1.13M | 0.10% | −252−3.0% | Reduced |
| MONECO Advisors, LLC | 8,199 | $1.13M | 0.41% | +714+9.5% | Added |
| Financial Partners Capital Management LLC | 8,183 | $1.12M | 0.21% | +1,097+15.5% | Added |
| Tower View Investment Management & Research LLC | 8,178 | $1.12M | 0.60% | −12,914−61.2% | Reduced |
| Chicago Capital, LLC | 8,170 | $1.12M | 0.05% | −234−2.8% | Reduced |
| Strong Tower Advisory Services | 8,165 | $1.12M | 0.57% | +1,649+25.3% | Added |
| Oxbow Advisors, LLC | 8,146 | $1.12M | 0.11% | −560−6.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,139 | $1.12M | 1.27% | +8,139 | New |
| Octavia Wealth Advisors, LLC | 8,135 | $1.12M | 0.25% | −129−1.6% | Reduced |
| Hayek Kallen Investment Management | 8,120 | $1.11M | 0.41% | +90+1.1% | Added |
| Vicus Capital | 8,116 | $1.11M | 0.11% | +300+3.8% | Added |
| Biltmore Family Office, LLC | 8,103 | $1.11M | 0.24% | −3,746−31.6% | Reduced |
| Private Wealth Advisors | 8,089 | $1.11M | 0.36% | +22+0.3% | Added |
| Ledyard National Bank | 8,089 | $1.11M | 0.11% | −1,985−19.7% | Reduced |
| F3Logic, LLC | 8,010 | $1.10M | 0.16% | +447+5.9% | Added |
| Ayalon Holdings Ltd. | 8,025 | $1.10M | 0.37% | +7,025+702.5% | Added |
| Providence Wealth Advisors, LLC | 8,019 | $1.10M | 0.71% | +183+2.3% | Added |
| Oak Thistle LLC | 8,017 | $1.10M | 0.58% | +8,017 | New |
| Proem Advisors LLC | 8,000 | $1.10M | 3.28% | −42,000−84.0% | Reduced |
| Samalin Investment Counsel, LLC | 7,996 | $1.10M | 0.67% | −1,797−18.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 7,993 | $1.10M | 0.09% | −816−9.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 7,972 | $1.09M | 0.30% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 7,960 | $1.09M | 0.01% | 00.0% | Unchanged |
| Michael B. Yongue | 7,957 | $1.09M | 0.79% | −735−8.5% | Reduced |
| Rocky Mountain Advisers, LLC | 7,944 | $1.09M | 1.21% | −735−8.5% | Reduced |
| Mainstay Capital Management LLC | 7,933 | $1.09M | 0.20% | −180−2.2% | Reduced |
| First PREMIER Bank | 7,929 | $1.09M | 0.29% | +250+3.3% | Added |
| Landaas & Co | 7,005 | $1.08M | 0.58% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 7,901 | $1.08M | 0.01% | −20−0.3% | Reduced |
| Capital Management Associates | 7,897 | $1.08M | 1.16% | +345+4.6% | Added |
| Chatham Capital Group, Inc. | 7,858 | $1.08M | 0.21% | −1,140−12.7% | Reduced |
| Capital Wealth Alliance, LLC | 7,861 | $1.08M | 0.64% | −37−0.5% | Reduced |
| Quantamental Technologies LLC | 7,854 | $1.08M | 0.62% | +7,854 | New |
| Dash Acquisitions Inc. | 7,842 | $1.08M | 0.49% | +1,637+26.4% | Added |
| Fortitude Advisory Group L.L.C. | 7,835 | $1.07M | 0.58% | −72−0.9% | Reduced |
| Manchester Capital Management LLC | 7,800 | $1.07M | 0.15% | −633−7.5% | Reduced |
| Marino, Stram & Associates LLC | 7,800 | $1.07M | 0.34% | −505−6.1% | Reduced |
| Wedmont Private Capital | 7,705 | $1.07M | 0.24% | +1,394+22.1% | Added |
| Rosenbaum Jay D. | 7,781 | $1.07M | 1.69% | +217+2.9% | Added |
| BCJ Capital Management, LLC | 7,773 | $1.07M | 0.09% | −64−0.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 7,764 | $1.06M | 0.43% | −1,307−14.4% | Reduced |
| West Paces Advisors Inc. | 7,747 | $1.06M | 0.33% | +817+11.8% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,738 | $1.06M | 0.43% | +300+4.0% | Added |
| Strategic Wealth Partners, Ltd. | 7,718 | $1.06M | 0.21% | +508+7.0% | Added |
| Chelsea Counsel Co | 7,711 | $1.06M | 0.47% | +130+1.7% | Added |
| Hallmark Capital Management Inc | 7,710 | $1.06M | 0.09% | −513−6.2% | Reduced |
| Acorn Financial Advisory Services Inc | 7,701 | $1.06M | 0.21% | +763+11.0% | Added |
| Ipswich Investment Management Co., Inc. | 7,686 | $1.05M | 0.26% | +65+0.9% | Added |
| Corsicana & Co. | 7,658 | $1.05M | 0.68% | −280−3.5% | Reduced |
| WealthTrust Axiom LLC | 7,651 | $1.05M | 0.33% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 7,652 | $1.05M | 0.63% | +5+0.1% | Added |
| Menard Financial Group LLC | 7,651 | $1.05M | 1.03% | +1,516+24.7% | Added |
| James Investment Research Inc | 7,646 | $1.05M | 0.11% | +7,324+2,274.5% | Added |
| Okabena Investment Services Inc | 7,634 | $1.05M | 0.44% | +7,434+3,717.0% | Added |
| Renasant Bank | 7,627 | $1.05M | 0.70% | +1,121+17.2% | Added |
| Bond & Devick Financial Network, Inc. | 7,603 | $1.04M | 0.83% | +541+7.7% | Added |
| ZWJ Investment Counsel Inc | 7,545 | $1.03M | 0.05% | −1,259−14.3% | Reduced |
| DeDora Capital, Inc. | 7,549 | $1.03M | 0.42% | +791+11.7% | Added |
| Missouri Trust & Investment Co | 7,545 | $1.03M | 0.61% | +1,245+19.8% | Added |
| Vanguard Capital Wealth Advisors | 7,543 | $1.03M | 0.74% | −170−2.2% | Reduced |
| Proffitt & Goodson Inc | 7,535 | $1.03M | 0.19% | +434+6.1% | Added |
| David Loasby | 7,830 | $1.03M | 0.13% | −487−5.9% | Reduced |
| 9258 Wealth Management, LLC | 7,530 | $1.03M | 0.24% | −237−3.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,516 | $1.03M | 0.29% | +20+0.3% | Added |
| Saybrook Capital | 7,506 | $1.03M | 0.28% | 00.0% | Unchanged |
| Veracity Capital LLC | 7,504 | $1.03M | 0.43% | +1,145+18.0% | Added |
| Ridgecrest Wealth Partners, LLC | 7,499 | $1.03M | 0.65% | +1,217+19.4% | Added |
| Optas, LLC | 7,500 | $1.03M | 0.34% | +3,797+102.5% | Added |
| Hemington Wealth Management | 7,466 | $1.02M | 0.34% | +672+9.9% | Added |
| Arnhold LLC | 7,464 | $1.02M | 0.12% | 00.0% | Unchanged |
| WP Advisors, LLC | 7,450 | $1.02M | 0.42% | +398+5.6% | Added |
| FLC Capital Advisors | 7,436 | $1.02M | 0.29% | +330+4.6% | Added |
| Harvest Volatility Management LLC | 7,424 | $1.02M | 0.11% | +4,251+134.0% | Added |
| Excalibur Management Corp | 7,396 | $1.01M | 0.44% | −117−1.6% | Reduced |
| Sunflower Bank, N.A. | 7,368 | $1.01M | 0.14% | +55+0.8% | Added |
| Merrion Investment Management Co, LLC | 7,353 | $1.01M | 0.74% | −344−4.5% | Reduced |
| Legacy Capital Partners, Inc. | 7,344 | $1.01M | 0.33% | +5+0.1% | Added |
| Dohj, LLC | 7,322 | $1.00M | 0.48% | +296+4.2% | Added |
| Crumly & Associates Inc. | 7,320 | $1.00M | 0.38% | +559+8.3% | Added |
| PBMares Wealth Management LLC | 7,312 | $1.00M | 0.62% | −394−5.1% | Reduced |
| Soltis Investment Advisors LLC | 7,303 | $1.00M | 0.14% | −538−6.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 7,308 | $1.00M | 0.21% | −20−0.3% | Reduced |
| L & S Advisors Inc | 7,287 | $999.0K | 0.12% | −164−2.2% | Reduced |