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; 2,948 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
- 3,298
- −38 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
- 157
- 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,179 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,298 | $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 |
|---|---|---|---|---|---|
| GFS Advisors, LLC | 70,112 | $9.62M | 2.02% | +38,631+122.7% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 70,069 | $9.61M | 6.96% | +70,069 | New |
| Murphy Capital Management Inc | 70,039 | $9.61M | 1.11% | −600−0.8% | Reduced |
| Gabalex Capital Management LLC | 70,000 | $9.60M | 4.43% | −20,000−22.2% | Reduced |
| Howard Hughes Medical Institute | 70,000 | $9.60M | 4.21% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 69,883 | $9.59M | 1.02% | +1,731+2.5% | Added |
| Congress Wealth Management LLC | 69,791 | $9.57M | 0.21% | +498+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 69,670 | $9.56M | 0.43% | +498+0.7% | Added |
| Unigestion Holding SA | 69,540 | $9.54M | 0.41% | +9,943+16.7% | Added |
| Lyell Wealth Management, LP | 69,483 | $9.53M | 1.23% | +2,858+4.3% | Added |
| Guyasuta Investment Advisors Inc | 69,230 | $9.50M | 0.65% | −181−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 69,215 | $9.49M | 0.18% | +3,500+5.3% | Added |
| Vantage Investment Partners, LLC | 69,153 | $9.48M | 0.47% | +887+1.3% | Added |
| Telos Capital Management, Inc. | 69,028 | $9.47M | 1.23% | −3,401−4.7% | Reduced |
| Providence Capital Advisors, LLC | 69,038 | $9.46M | 2.51% | +17,047+32.8% | Added |
| Brewin Dolphin Wealth Management Ltd | 68,705 | $9.42M | 1.05% | +3,964+6.1% | Added |
| Heathbridge Capital Management Ltd. | 68,625 | $9.41M | 2.99% | −1,250−1.8% | Reduced |
| Philadelphia Trust Co | 68,380 | $9.38M | 0.74% | −3,510−4.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 82,505 | $9.37M | 0.37% | +7,059+9.4% | Added |
| Spire Wealth Management | 67,736 | $9.36M | 0.25% | −12,527−15.6% | Reduced |
| Janney Capital Management LLC | 68,157 | $9.35M | 0.66% | −83−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 68,028 | $9.33M | 0.29% | +4,661+7.4% | Added |
| Parsons Capital Management Inc | 67,860 | $9.31M | 0.70% | −1,095−1.6% | Reduced |
| Sawgrass Asset Management LLC | 67,807 | $9.30M | 0.97% | +67,807 | New |
| Baker Chad R | 67,675 | $9.28M | 2.09% | 00.0% | Unchanged |
| Torray LLC | 67,531 | $9.26M | 1.49% | +315+0.5% | Added |
| Lido Advisors, LLC | 67,479 | $9.26M | 0.18% | +9,230+15.8% | Added |
| Kelly Lawrence W & Associates Inc | 67,097 | $9.20M | 1.96% | +1,541+2.4% | Added |
| Nixon Capital, LLC | 66,713 | $9.15M | 5.23% | +367+0.6% | Added |
| Boston Trust Walden Corp | 66,693 | $9.15M | 0.08% | −12,348−15.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 66,627 | $9.14M | 0.96% | +455+0.7% | Added |
| Schwerin Boyle Capital Management Inc | 66,400 | $9.11M | 0.76% | −250−0.4% | Reduced |
| Perigon Wealth Management, LLC | 66,363 | $9.10M | 0.64% | −7,194−9.8% | Reduced |
| Horizon Wealth Management, LLC | 66,346 | $9.10M | 2.83% | +48,973+281.9% | Added |
| Nippon Life Global Investors Americas, Inc. | 66,340 | $9.10M | 0.49% | +66,340 | New |
| Polaris Wealth Advisory Group, LLC | 68,990 | $9.10M | 0.61% | −58,428−45.9% | Reduced |
| Montag A & Associates Inc | 66,295 | $9.09M | 0.48% | +357+0.5% | Added |
| Parthenon LLC | 65,969 | $9.05M | 1.31% | +960+1.5% | Added |
| Buckingham Capital Management, Inc. | 65,767 | $9.02M | 1.48% | +437+0.7% | Added |
| Pioneer Trust Bank N A | 65,753 | $9.02M | 2.46% | +2,516+4.0% | Added |
| Bessemer Group Inc | 65,466 | $8.98M | 0.02% | −9,066−12.2% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 65,384 | $8.97M | 1.56% | −96,149−59.5% | Reduced |
| Capital Investment Advisors, LLC | 65,296 | $8.96M | 0.27% | +1,460+2.3% | Added |
| Zweig-DiMenna Associates LLC | 65,100 | $8.93M | 1.35% | +65,100 | New |
| Pacific Heights Asset Management LLC | 65,000 | $8.91M | 0.76% | +10,000+18.2% | Added |
| Addenda Capital Inc. | 64,942 | $8.91M | 0.36% | +3,880+6.4% | Added |
| First Nebraska Trust Co | 64,876 | $8.90M | 1.05% | −294−0.5% | Reduced |
| HM Payson & Co | 64,837 | $8.89M | 0.20% | −358−0.5% | Reduced |
| Norris Perne & French LLP | 64,769 | $8.88M | 0.72% | +2,063+3.3% | Added |
| Acadian Asset Management LLC | 64,591 | $8.85M | 0.04% | +41,345+177.9% | Added |
| Boston Common Asset Management, LLC | 64,458 | $8.84M | 0.38% | −39,387−37.9% | Reduced |
| Worldquant Millennium Advisors LLC | 64,433 | $8.84M | 0.22% | +57,844+877.9% | Added |
| Stelac Advisory Services LLC | 64,175 | $8.80M | 3.17% | +1,460+2.3% | Added |
| Achmea Investment Management B.V. | 64,029 | $8.78M | 0.23% | +64,029 | New |
| Icapital Wealth LLC | 66,255 | $8.74M | 3.61% | +62,129+1,505.8% | Added |
| LMCG Investments, LLC | 63,573 | $8.72M | 0.51% | +63,573 | New |
| 1st Source Bank | 62,921 | $8.63M | 0.53% | −116−0.2% | Reduced |
| CWA Asset Management Group, LLC | 62,875 | $8.62M | 0.66% | −36,631−36.8% | Reduced |
| Wealthsource Partners, LLC | 62,873 | $8.62M | 0.58% | +49,619+374.4% | Added |
| Northwest & Ethical Investments L.P. | 62,843 | $8.62M | 0.28% | −2,173−3.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 62,823 | $8.62M | 2.18% | +3,459+5.8% | Added |
| Blume Capital Management, Inc. | 62,732 | $8.60M | 2.84% | +6,342+11.2% | Added |
| Bank of the West | 62,700 | $8.60M | 0.89% | −3,066−4.7% | Reduced |
| Prudential PLC | 62,503 | $8.57M | 0.12% | +23,684+61.0% | Added |
| Anchor Investment Management, LLC | 62,452 | $8.57M | 1.08% | −273−0.4% | Reduced |
| Exchange Traded Concepts, LLC | 62,142 | $8.52M | 0.17% | −18,504−22.9% | Reduced |
| Campbell Capital Management Inc | 61,935 | $8.49M | 4.71% | +4,920+8.6% | Added |
| American Portfolios Advisors | 61,801 | $8.48M | 0.29% | −3,780−5.8% | Reduced |
| Mutual Advisors, LLC | 61,735 | $8.47M | 0.48% | −2,385−3.7% | Reduced |
| McCollum Christoferson Group LLC | 61,484 | $8.43M | 2.08% | +430+0.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 61,153 | $8.39M | 1.17% | +37,197+155.3% | Added |
| Telemus Capital, LLC | 61,095 | $8.38M | 0.73% | +2,773+4.8% | Added |
| Bath Savings Trust Co | 60,890 | $8.35M | 0.95% | −23,402−27.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 60,803 | $8.34M | 0.20% | −22,780−27.3% | Reduced |
| Graypoint LLC | 60,638 | $8.32M | 0.82% | +3,626+6.4% | Added |
| Fagan Associates, Inc. | 53,315 | $8.31M | 1.71% | +1,207+2.3% | Added |
| Yost Capital Management, LP | 60,476 | $8.29M | 5.42% | −25,000−29.2% | Reduced |
| Alpha Square Group S, LLC | 60,000 | $8.23M | 1.12% | +60,000 | New |
| Vision Capital Management, Inc. | 59,921 | $8.22M | 1.35% | +4,702+8.5% | Added |
| Motley Fool Wealth Management, LLC | 59,508 | $8.16M | 0.39% | +23,769+66.5% | Added |
| Eagle Global Advisors LLC | 59,442 | $8.15M | 0.50% | +1,455+2.5% | Added |
| Schnieders Capital Management LLC | 58,940 | $8.08M | 1.93% | +939+1.6% | Added |
| Ethic Inc. | 58,748 | $8.06M | 0.56% | +7,638+14.9% | Added |
| Curi Capital | 58,677 | $8.05M | 1.39% | −3,346−5.4% | Reduced |
| City Holding Co | 58,581 | $8.04M | 1.30% | −495−0.8% | Reduced |
| Sepio Capital, LP | 58,238 | $7.99M | 0.70% | −9,303−13.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 58,198 | $7.98M | 0.18% | −8,783−13.1% | Reduced |
| Motco | 57,782 | $7.92M | 0.51% | +4,969+9.4% | Added |
| Pariax, LLC | 57,753 | $7.92M | 7.53% | +18,755+48.1% | Added |
| Leavell Investment Management, Inc. | 57,624 | $7.90M | 0.54% | −1,290−2.2% | Reduced |
| Forbes J M & Co LLP | 57,596 | $7.90M | 1.00% | −150.0% | Reduced |
| Blueshift Asset Management, LLC | 57,250 | $7.85M | 0.72% | +17,009+42.3% | Added |
| CWM, LLC | 57,219 | $7.85M | 0.06% | +5,647+10.9% | Added |
| Karpas Strategies, LLC | 56,750 | $7.78M | 2.45% | +1,383+2.5% | Added |
| First National Trust Co | 56,618 | $7.77M | 0.40% | +1,732+3.2% | Added |
| Toth Financial Advisory Corp | 56,531 | $7.75M | 1.16% | −95−0.2% | Reduced |
| Richard Bernstein Advisors LLC | 56,436 | $7.74M | 0.15% | 00.0% | Unchanged |
| Allworth Financial LP | 56,428 | $7.74M | 0.10% | +29,955+113.2% | Added |
| Cim, LLC | 59,198 | $7.73M | 1.44% | −34,614−36.9% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 56,284 | $7.72M | 2.58% | +13,204+30.6% | Added |