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 |
|---|---|---|---|---|---|
| Thornburg Investment Management Inc | 7,268 | $997.0K | 0.01% | −1,316−15.3% | Reduced |
| Annapolis Financial Services, LLC | 7,271 | $997.0K | 0.32% | −301−4.0% | Reduced |
| Gables Capital Management Inc. | 7,271 | $997.0K | 0.63% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 7,347 | $996.0K | 0.22% | −174−2.3% | Reduced |
| Fairfield Financial Advisors, LTD | 7,197 | $987.2K | 0.36% | +7,197 | New |
| Meridian Wealth Advisors, LLC | 7,178 | $985.0K | 0.23% | +915+14.6% | Added |
| Dumont & Blake Investment Advisors LLC | 7,147 | $980.0K | 0.27% | +22+0.3% | Added |
| Crew Capital Management, Ltd. | 7,138 | $979.0K | 0.94% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 7,129 | $978.0K | 0.51% | +1,430+25.1% | Added |
| Jarislowsky, Fraser Ltd | 7,130 | $977.0K | 0.01% | −2,016−22.0% | Reduced |
| GoalVest Advisory LLC | 7,125 | $977.0K | 0.55% | +7,125 | New |
| Bridgeworth, LLC | 7,110 | $975.0K | 0.22% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 7,112 | $975.0K | 0.53% | +4,028+130.6% | Added |
| Pine Haven Investment Counsel, Inc | 7,103 | $974.0K | 0.95% | +100+1.4% | Added |
| Legacy Bridge, LLC | 7,096 | $973.0K | 0.57% | 00.0% | Unchanged |
| Sun Life Financial INC | 7,101 | $972.0K | 0.04% | −237−3.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 7,089 | $972.0K | 0.28% | +693+10.8% | Added |
| Willner & Heller, LLC | 6,265 | $970.0K | 1.19% | −350−5.3% | Reduced |
| Hexagon Capital Partners LLC | 7,070 | $970.0K | 0.26% | +147+2.1% | Added |
| Matrix Private Capital Group LLC | 7,060 | $968.0K | 0.47% | −57−0.8% | Reduced |
| First Community Trust NA | 7,049 | $967.0K | 0.92% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 7,027 | $964.0K | 0.27% | −1,487−17.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 7,026 | $964.0K | 0.38% | −57−0.8% | Reduced |
| Lakeview Capital Partners, LLC | 7,017 | $962.0K | 0.49% | +506+7.8% | Added |
| QP Wealth Management, LLC | 7,005 | $961.0K | 1.07% | +125+1.8% | Added |
| Derbend Asset Management | 6,201 | $961.0K | 0.94% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 7,001 | $960.0K | 0.51% | −190−2.6% | Reduced |
| HGK Asset Management Inc | 7,000 | $960.0K | 0.30% | +12+0.2% | Added |
| Second Half Financial Partners, LLC | 5,186 | $957.0K | 0.76% | +5,186 | New |
| Lehman & Derafelo Financial Resources LLC | 6,902 | $947.0K | 0.26% | +900+15.0% | Added |
| Tompkins Financial Corp | 6,893 | $945.0K | 0.13% | +3,495+102.9% | Added |
| Secure Asset Management, LLC | 6,883 | $944.0K | 0.43% | −716−9.4% | Reduced |
| Citizens & Northern Corp | 6,877 | $943.0K | 0.35% | −248−3.5% | Reduced |
| Gsa Capital Partners LLP | 6,858 | $941.0K | 0.13% | −7,379−51.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,863 | $941.0K | 0.18% | −972−12.4% | Reduced |
| Garrett Investment Advisors LLC | 6,856 | $940.0K | 0.23% | +1,775+34.9% | Added |
| RMR Wealth Builders | 6,836 | $938.0K | 0.20% | +2,792+69.0% | Added |
| Fulton Breakefield Broenniman LLC | 6,831 | $937.0K | 0.08% | −1,122−14.1% | Reduced |
| Element Pointe Advisors, LLC | 6,807 | $934.0K | 0.31% | −1,976−22.5% | Reduced |
| Fieldpoint Private Securities, LLC | 6,792 | $932.0K | 0.19% | −125−1.8% | Reduced |
| Boit C F David | 5,400 | $929.0K | 0.61% | −600−10.0% | Reduced |
| Hardy Reed LLC | 6,763 | $928.0K | 0.17% | −30−0.4% | Reduced |
| Sheets Smith Wealth Management | 6,769 | $928.0K | 0.13% | +40+0.6% | Added |
| Monetary Management Group Inc | 6,750 | $926.0K | 0.25% | +750+12.5% | Added |
| Monograph Wealth Advisors, LLC | 6,744 | $925.0K | 0.23% | +1,239+22.5% | Added |
| Twelve Points Wealth Management LLC | 6,728 | $923.0K | 0.69% | −72−1.1% | Reduced |
| Coronation Fund Managers Ltd. | 6,729 | $923.0K | 0.04% | +938+16.2% | Added |
| Phocas Financial Corp. | 6,717 | $921.0K | 0.12% | +155+2.4% | Added |
| Reitz Capital Advisors LLC | 6,717 | $921.0K | 0.67% | +1,415+26.7% | Added |
| Pacific Wealth Strategies Group, Inc. | 6,708 | $920.0K | 0.39% | +366+5.8% | Added |
| Close Asset Management Ltd | 5,933 | $919.0K | 0.03% | 00.0% | Unchanged |
| SFMG, LLC | 6,693 | $918.0K | 0.09% | +46+0.7% | Added |
| Clarity Wealth Advisors, LLC | 6,693 | $918.0K | 0.44% | +449+7.2% | Added |
| Aire Advisors, LLC | 6,690 | $918.0K | 0.33% | +887+15.3% | Added |
| Tectonic Advisors LLC | 6,667 | $915.0K | 0.16% | +818+14.0% | Added |
| American Financial Advisors, LLC | 6,663 | $914.0K | 0.13% | +5+0.1% | Added |
| SNS Financial Group, LLC | 6,640 | $911.0K | 0.11% | −500−7.0% | Reduced |
| Connecticut Wealth Management, LLC | 6,643 | $911.0K | 0.07% | +72+1.1% | Added |
| First Pacific Advisors, LP | 6,635 | $910.0K | 0.01% | −1,760−21.0% | Reduced |
| Evanson Asset Management, LLC | 6,624 | $909.0K | 0.09% | −1,127−14.5% | Reduced |
| WNY Asset Management, LLC | 6,588 | $908.0K | 0.28% | +106+1.6% | Added |
| TRUE Private Wealth Advisors | 7,801 | $906.0K | 0.13% | −570−6.8% | Reduced |
| Aspen Investment Management Inc | 6,605 | $906.0K | 0.48% | −293−4.2% | Reduced |
| Laird Norton Trust Company, LLC | 6,596 | $904.0K | 0.08% | −551−7.7% | Reduced |
| Reik & Co., LLC | 6,595 | $904.0K | 0.23% | +2,312+54.0% | Added |
| Strategic Investment Advisors | 6,587 | $903.0K | 0.17% | +239+3.8% | Added |
| DT Investment Partners, LLC | 6,562 | $900.0K | 0.12% | +2,919+80.1% | Added |
| Addison Advisors LLC | 6,551 | $899.0K | 0.49% | −27−0.4% | Reduced |
| Waypoint Capital Advisors, LLC | 6,539 | $899.0K | 0.53% | +405+6.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,515 | $894.0K | 0.42% | +164+2.6% | Added |
| Telemetry Investments, L.L.C. | 6,508 | $893.0K | 1.43% | +108+1.7% | Added |
| Asset Management Corp | 6,510 | $893.0K | 0.55% | +286+4.6% | Added |
| TT International Asset Management LTD | 6,500 | $891.0K | 0.06% | +6,500 | New |
| Avenir Corp | 6,490 | $890.0K | 0.07% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 6,486 | $890.0K | 0.41% | +6,486 | New |
| CWS Financial Advisors, LLC | 6,484 | $889.0K | 0.34% | +300+4.9% | Added |
| Summit Financial Strategies, Inc. | 6,485 | $889.0K | 0.18% | +865+15.4% | Added |
| Alerus Financial NA | 6,448 | $884.0K | 0.08% | −23,399−78.4% | Reduced |
| Drive Wealth Management, LLC | 6,441 | $884.0K | 0.75% | +3,700+135.0% | Added |
| Morton Capital Management LLC | 6,422 | $880.8K | 0.36% | +159+2.5% | Added |
| Boothbay Fund Management, LLC | 6,417 | $880.0K | 0.03% | −2,129−24.9% | Reduced |
| Prosperity Consulting Group, LLC | 6,418 | $880.0K | 0.65% | +278+4.5% | Added |
| Beacon Financial Advisory LLC | 6,401 | $878.0K | 0.42% | +440+7.4% | Added |
| Childress Capital Advisors, LLC | 6,366 | $874.0K | 0.31% | +642+11.2% | Added |
| Investors Research Corp | 6,370 | $874.0K | 0.25% | +5,505+636.4% | Added |
| Echo Street Capital Management LLC | 6,348 | $871.0K | 0.01% | −546−7.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,339 | $869.0K | 0.71% | +561+9.7% | Added |
| Calton & Associates, Inc. | 6,331 | $868.0K | 0.26% | −221−3.4% | Reduced |
| Monte Financial Group, LLC | 6,309 | $865.0K | 0.46% | −150−2.3% | Reduced |
| Berkeley Capital Partners, LLC | 6,303 | $864.0K | 0.34% | −579−8.4% | Reduced |
| Buckingham Strategic Partners | 6,289 | $863.0K | 0.09% | +6,289 | New |
| Accretive Wealth Partners, LLC | 6,275 | $861.0K | 0.54% | +120+1.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 6,267 | $860.0K | 0.53% | +50+0.8% | Added |
| Warren Averett Asset Management, LLC | 6,254 | $858.0K | 0.07% | −280−4.3% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 6,260 | $858.0K | 0.30% | +2,301+58.1% | Added |
| Dimension Capital Management LLC | 6,244 | $856.0K | 0.16% | +25+0.4% | Added |
| Vienna Asset Management LLC | 6,233 | $855.0K | 1.18% | +5,693+1,054.3% | Added |
| Synergy Financial Management, LLC | 6,222 | $853.0K | 0.21% | +2,403+62.9% | Added |
| O'Dell Group, LLC | 6,203 | $851.0K | 0.25% | +423+7.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,194 | $850.0K | 0.36% | 00.0% | Unchanged |