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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 6,196 | $850.0K | 0.15% | +1,075+21.0% | Added |
| Alps Advisors Inc | 6,194 | $850.0K | 0.01% | +1,445+30.4% | Added |
| FirstPurpose Wealth LLC | 6,188 | $849.0K | 0.66% | +561+10.0% | Added |
| Hodges Capital Management Inc. | 6,174 | $847.0K | 0.07% | −3,555−36.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 7,355 | $847.0K | 0.32% | −314−4.1% | Reduced |
| Tradewinds Capital Management, LLC | 6,162 | $845.0K | 0.14% | −374−5.7% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 6,153 | $844.0K | 0.31% | −1,624−20.9% | Reduced |
| Chicago Partners Investment Group LLC | 8,080 | $843.0K | 0.06% | +1,204+17.5% | Added |
| LVW Advisors, LLC | 6,121 | $840.0K | 0.15% | −821−11.8% | Reduced |
| Wambolt & Associates, LLC | 6,128 | $840.0K | 0.31% | −288−4.5% | Reduced |
| Hoese & Co LLP | 6,097 | $836.0K | 0.86% | −230−3.6% | Reduced |
| Harvey Investment Co LLC | 6,088 | $835.0K | 0.10% | +56+0.9% | Added |
| Center for Financial Planning, Inc. | 6,083 | $835.0K | 0.17% | +369+6.5% | Added |
| Avestar Capital, LLC | 6,085 | $835.0K | 0.16% | +1,066+21.2% | Added |
| Horizon Kinetics Asset Management LLC | 6,080 | $834.0K | 0.02% | +17+0.3% | Added |
| Smith Chas P & Associates Pa Cpas | 6,061 | $831.0K | 0.06% | −730−10.7% | Reduced |
| Delta Investment Management, LLC | 6,049 | $830.0K | 0.25% | +66+1.1% | Added |
| Vigilant Capital Management, LLC | 6,048 | $829.0K | 0.06% | −725−10.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,046 | $827.0K | 0.09% | −1,241−17.0% | Reduced |
| Alhambra Investment Partners LLC | 6,029 | $827.0K | 0.55% | +13+0.2% | Added |
| First Heartland Consultants, Inc. | 6,028 | $826.0K | 0.13% | +603+11.1% | Added |
| Avaii Wealth Management, LLC | 6,013 | $825.0K | 0.77% | +748+14.2% | Added |
| Altus Wealth Group LLC | 6,011 | $824.0K | 0.68% | −45−0.7% | Reduced |
| Inlet Private Wealth, LLC | 6,006 | $824.0K | 0.21% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 6,005 | $824.0K | 0.70% | +98+1.7% | Added |
| Regents of the University of California | 6,000 | $823.0K | 0.12% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 5,989 | $821.0K | 0.25% | +20+0.3% | Added |
| Cape Ann Savings Bank | 5,972 | $819.0K | 0.54% | +46+0.8% | Added |
| Cornerstone National Bank & Trust Co | 5,969 | $818.7K | 0.36% | +1,336+28.8% | Added |
| Claraphi Advisory Network, LLC | 5,960 | $818.0K | 0.24% | +1,597+36.6% | Added |
| Keebeck Wealth Management, LLC | 5,942 | $815.0K | 0.14% | +67+1.1% | Added |
| Wealth Management Partners, LLC | 6,000 | $815.0K | 0.58% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 5,943 | $815.0K | 0.95% | +415+7.5% | Added |
| Te Ahumairangi Investment Management Ltd | 5,929 | $813.0K | 0.11% | +1,600+37.0% | Added |
| Retirement Planning Co of New England, Inc. | 5,913 | $811.0K | 0.46% | +1,093+22.7% | Added |
| Kathleen S. Wright Associates Inc. | 5,900 | $809.0K | 0.59% | +951+19.2% | Added |
| Legacy Financial Advisors, Inc. | 5,895 | $809.0K | 0.18% | +1,115+23.3% | Added |
| Aquatic Capital Management LLC | 5,900 | $809.0K | 1.21% | +4,400+293.3% | Added |
| Andesa Financial Management Inc. | 5,895 | $807.0K | 0.44% | −2,714−31.5% | Reduced |
| Wealthquest Corp | 5,215 | $807.0K | 0.12% | 00.0% | Unchanged |
| Laurion Capital Management LP | 5,884 | $807.0K | 0.02% | +3,040+106.9% | Added |
| Schrum Private Wealth Management LLC | 6,865 | $806.0K | 0.81% | 00.0% | Unchanged |
| Barton Investment Management | 5,879 | $806.0K | 0.10% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,863 | $804.0K | 0.01% | −2,055−26.0% | Reduced |
| Maple Capital Management, Inc. | 5,856 | $803.0K | 0.09% | +285+5.1% | Added |
| Auxano Advisors, LLC | 5,848 | $802.0K | 0.34% | +314+5.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 5,851 | $802.0K | 0.19% | +2,160+58.5% | Added |
| KC Investment Advisors, LLC | 5,832 | $800.0K | 0.55% | +664+12.8% | Added |
| Global Strategic Investment Solutions, LLC | 5,823 | $799.0K | 0.05% | −222−3.7% | Reduced |
| Stableford Capital II LLC | 6,053 | $798.0K | 0.34% | −5,952−49.6% | Reduced |
| Cordatus Wealth Management LLC | 5,821 | $798.0K | 0.28% | +546+10.4% | Added |
| Smallwood Wealth Investment Management, LLC | 5,811 | $797.0K | 0.75% | +2,240+62.7% | Added |
| Wilkins Investment Counsel Inc | 5,800 | $796.0K | 0.18% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 5,791 | $794.0K | 0.01% | −6,713−53.7% | Reduced |
| Profit Investment Management, LLC | 5,793 | $794.0K | 0.49% | +230+4.1% | Added |
| Parkside Financial Bank & Trust | 5,777 | $793.0K | 0.21% | +71+1.2% | Added |
| Pinnacle Bancorp, Inc. | 5,755 | $789.0K | 0.27% | +431+8.1% | Added |
| Argent Capital Management LLC | 5,745 | $788.0K | 0.02% | −6,729−53.9% | Reduced |
| High Net Worth Advisory Group LLC | 5,737 | $787.0K | 0.29% | +474+9.0% | Added |
| Fairhaven Wealth Management, LLC | 5,721 | $785.0K | 0.32% | −10,305−64.3% | Reduced |
| Smithbridge Asset Management Inc | 5,707 | $783.0K | 0.26% | −76−1.3% | Reduced |
| IFG Advisors, LLC | 5,708 | $783.0K | 0.35% | +17+0.3% | Added |
| Plancorp, LLC | 5,711 | $783.0K | 0.05% | +121+2.2% | Added |
| PRW Wealth Management LLC | 5,705 | $782.0K | 0.35% | −1,544−21.3% | Reduced |
| BCGM Wealth Management, LLC | 6,998 | $781.0K | 0.42% | +239+3.5% | Added |
| Youngs Advisory Group, Inc. | 5,677 | $779.0K | 0.45% | +35+0.6% | Added |
| Tru Independence Asset Management 2, LLC | 5,680 | $779.0K | 0.45% | +639+12.7% | Added |
| LCM Capital Management Inc | 5,672 | $778.0K | 0.63% | +99+1.8% | Added |
| LifeSteps Financial, Inc. | 5,668 | $777.0K | 0.57% | −1,668−22.7% | Reduced |
| Gray Wealth Management Inc. | 5,665 | $777.0K | 0.40% | −730−11.4% | Reduced |
| Lifeworks Advisors, LLC | 5,651 | $775.0K | 0.51% | −3,133−35.7% | Reduced |
| Eclectic Associates Inc | 5,652 | $775.0K | 0.49% | −1,038−15.5% | Reduced |
| Foster & Motley Inc | 5,625 | $772.0K | 0.06% | −356−6.0% | Reduced |
| Evermay Wealth Management LLC | 5,618 | $771.0K | 0.13% | +149+2.7% | Added |
| Granger Management LLC | 5,606 | $769.0K | 0.20% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,608 | $769.0K | 0.07% | +5,608 | New |
| First National Bank of Hutchinson | 5,600 | $768.0K | 0.45% | +661+13.4% | Added |
| Glen Eagle Advisors, LLC | 5,590 | $766.8K | 0.20% | +300+5.7% | Added |
| Linscomb & Williams, Inc. | 5,582 | $766.0K | 0.04% | +106+1.9% | Added |
| Viewpoint Capital Management LLC | 5,549 | $761.0K | 0.59% | −380−6.4% | Reduced |
| Fiera Capital Corp | 5,543 | $761.0K | 0.00% | −318−5.4% | Reduced |
| MTM Investment Management, LLC | 5,543 | $760.0K | 0.37% | +82+1.5% | Added |
| EagleClaw Capital Managment, LLC | 5,533 | $759.0K | 0.17% | −7,485−57.5% | Reduced |
| TSFG, LLC | 5,533 | $759.0K | 0.27% | −121−2.1% | Reduced |
| PSI Advisors, LLC | 5,535 | $759.0K | 0.31% | +132+2.4% | Added |
| Silver Oak Securities, Inc | 5,758 | $759.0K | 0.15% | +5,758 | New |
| Sigma Investment Counselors Inc | 5,528 | $758.0K | 0.05% | −194−3.4% | Reduced |
| Spinnaker Investment Group, LLC | 5,312 | $757.0K | 0.25% | +132+2.5% | Added |
| Signature Wealth Management Partners, LLC | 5,518 | $757.0K | 0.65% | +1,631+42.0% | Added |
| Shulman DeMeo Asset Management LLC | 5,510 | $756.0K | 0.21% | −6−0.1% | Reduced |
| Cardinal Strategic Wealth Guidance | 5,476 | $755.0K | 0.35% | −110−2.0% | Reduced |
| Colonial River Wealth Management, LLC | 5,505 | $755.0K | 0.44% | +128+2.4% | Added |
| Financial Perspectives, Inc | 5,498 | $754.1K | 0.35% | +104+1.9% | Added |
| Lee Capital Holdings LLC | 5,500 | $754.0K | 0.43% | +1,150+26.4% | Added |
| Lumina Fund Management LLC | 5,500 | $754.0K | 0.30% | +5,500 | New |
| Brooks, Moore & Associates, Inc. | 5,487 | $753.0K | 0.46% | −237−4.1% | Reduced |
| Capital City Trust Co | 5,487 | $753.0K | 0.22% | −20−0.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,487 | $753.0K | 0.20% | +564+11.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,482 | $752.0K | 0.46% | −5,675−50.9% | Reduced |
| Baystate Wealth Management LLC | 5,453 | $748.0K | 0.07% | −220−3.9% | Reduced |