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, Q2 2022
Institutional positions in Walt Disney Co as of Jun 30, 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
- 3,016
- −236 vs. Q1 2022
- Shares held
- 1.13B
- −12.4M (−1.1%) vs. Q1 2022
- Total value
- $107.4B
- −$50.0B (−31.8%) vs. Q1 2022
- New holders
- 117
- 1,251 more added
- Sold out
- 353
- 1,417 more reduced
45 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $181.8B |
| Q3 2021 | 3,097 | $200.3B |
| Q2 2021 | 3,114 | $208.0B |
| Q1 2021 | 3,174 | $218.1B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 6,364 | $600.0K | 0.41% | +451+7.6% | Added |
| TRUE Private Wealth Advisors | 6,375 | $601.0K | 0.09% | −1,426−18.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,381 | $602.0K | 0.56% | −1,454−18.6% | Reduced |
| QP Wealth Management, LLC | 6,373 | $602.0K | 0.82% | −632−9.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 6,376 | $602.0K | 0.61% | +565+9.7% | Added |
| Acorn Financial Advisory Services Inc | 6,405 | $604.0K | 0.14% | −1,296−16.8% | Reduced |
| Harvest Volatility Management LLC | 6,400 | $604.0K | 0.10% | −1,024−13.8% | Reduced |
| Maven Securities LTD | 6,417 | $606.0K | 0.11% | −8,341−56.5% | Reduced |
| Cape Ann Savings Bank | 6,420 | $606.0K | 0.47% | +448+7.5% | Added |
| Bowling Portfolio Management LLC | 6,442 | $608.0K | 0.15% | −9,648−60.0% | Reduced |
| Evanson Asset Management, LLC | 6,449 | $609.0K | 0.07% | −175−2.6% | Reduced |
| Heron Bay Capital Management | 6,453 | $609.0K | 0.37% | +2,159+50.3% | Added |
| Monetary Management Group Inc | 6,500 | $614.0K | 0.19% | −250−3.7% | Reduced |
| CWS Financial Advisors, LLC | 6,517 | $615.0K | 0.28% | +33+0.5% | Added |
| Dimension Capital Management LLC | 6,522 | $616.0K | 0.14% | +278+4.5% | Added |
| Quent Capital, LLC | 6,549 | $618.0K | 0.13% | +1,818+38.4% | Added |
| DT Investment Partners, LLC | 6,562 | $619.0K | 0.09% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 6,550 | $619.0K | 0.15% | +6,550 | New |
| Sunflower Bank, N.A. | 6,594 | $622.0K | 0.12% | −774−10.5% | Reduced |
| LGL Partners, LLC | 6,605 | $624.0K | 0.10% | +1,345+25.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 6,646 | $627.0K | 0.07% | −1,936−22.6% | Reduced |
| Fairfield Financial Advisors, LTD | 6,647 | $627.5K | 0.29% | −550−7.6% | Reduced |
| 9258 Wealth Management, LLC | 6,656 | $628.0K | 0.16% | −874−11.6% | Reduced |
| Sheets Smith Wealth Management | 6,665 | $629.0K | 0.10% | −104−1.5% | Reduced |
| SNS Financial Group, LLC | 6,662 | $629.0K | 0.08% | +22+0.3% | Added |
| Gables Capital Management Inc. | 6,671 | $630.0K | 0.48% | −600−8.3% | Reduced |
| Fieldpoint Private Securities, LLC | 6,699 | $632.0K | 0.18% | −93−1.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,714 | $634.0K | 0.11% | −149−2.2% | Reduced |
| Wedmont Private Capital | 6,731 | $635.0K | 0.14% | −974−12.6% | Reduced |
| Coronation Fund Managers Ltd. | 6,729 | $635.0K | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 6,753 | $637.0K | 0.14% | −965−12.5% | Reduced |
| Samalin Investment Counsel, LLC | 6,755 | $638.0K | 0.45% | −1,241−15.5% | Reduced |
| Hardy Reed LLC | 6,776 | $640.0K | 0.14% | +13+0.2% | Added |
| Clear Street Markets LLC | 6,790 | $641.0K | 0.22% | +6,633+4,224.8% | Added |
| Baldwin Investment Management, LLC | 6,801 | $642.0K | 0.22% | −8,950−56.8% | Reduced |
| Michael B. Yongue | 6,822 | $644.0K | 0.57% | −1,135−14.3% | Reduced |
| Crewe Advisors LLC | 6,825 | $644.0K | 0.14% | +2,896+73.7% | Added |
| GPS Wealth Strategies Group, LLC | 6,845 | $646.0K | 0.17% | −8,027−54.0% | Reduced |
| Hendley & Co Inc | 6,847 | $646.0K | 0.28% | −2,906−29.8% | Reduced |
| Kempen Capital Management N.V. | 6,869 | $648.0K | 0.02% | −9,270−57.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 6,864 | $648.0K | 0.45% | −788−10.3% | Reduced |
| Schrum Private Wealth Management LLC | 6,865 | $648.0K | 0.73% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,860 | $648.0K | 0.10% | +2,652+63.0% | Added |
| Horizon Kinetics Asset Management LLC | 6,872 | $649.0K | 0.01% | +792+13.0% | Added |
| Jarislowsky, Fraser Ltd | 6,888 | $650.0K | 0.00% | −242−3.4% | Reduced |
| RMR Wealth Builders | 6,890 | $650.0K | 0.16% | +54+0.8% | Added |
| Veracity Capital LLC | 6,904 | $652.0K | 0.35% | −600−8.0% | Reduced |
| Avaii Wealth Management, LLC | 6,906 | $652.0K | 0.70% | +893+14.9% | Added |
| Warren Averett Asset Management, LLC | 6,915 | $653.0K | 0.06% | +661+10.6% | Added |
| FirstPurpose Wealth LLC | 6,929 | $654.0K | 0.44% | +741+12.0% | Added |
| Vanguard Capital Wealth Advisors | 6,942 | $655.0K | 0.74% | −601−8.0% | Reduced |
| Archford Capital Strategies, LLC | 6,937 | $655.0K | 0.16% | −410−5.6% | Reduced |
| O'Dell Group, LLC | 6,934 | $655.0K | 0.23% | +731+11.8% | Added |
| Peoples Financial Services Corp. | 6,971 | $658.0K | 0.31% | −2,015−22.4% | Reduced |
| WNY Asset Management, LLC | 6,957 | $658.0K | 0.22% | +369+5.6% | Added |
| Fulton Breakefield Broenniman LLC | 6,983 | $659.0K | 0.06% | +152+2.2% | Added |
| Lehman & Derafelo Financial Resources LLC | 7,007 | $661.0K | 0.20% | +105+1.5% | Added |
| Landaas & Co | 7,015 | $662.0K | 0.41% | +10+0.1% | Added |
| Lineweaver Wealth Advisors, LLC | 7,017 | $662.0K | 0.22% | −72−1.0% | Reduced |
| Lifeworks Advisors, LLC | 7,023 | $663.0K | 0.42% | +1,372+24.3% | Added |
| Founders Capital Management | 7,036 | $664.0K | 0.52% | −12,557−64.1% | Reduced |
| Crew Capital Management, Ltd. | 7,038 | $664.0K | 0.83% | −100−1.4% | Reduced |
| Amica Retiree Medical Trust | 7,036 | $664.0K | 0.75% | +2,052+41.2% | Added |
| XR Securities LLC | 7,083 | $669.0K | 0.32% | +7,083 | New |
| Chatham Capital Group, Inc. | 7,096 | $670.0K | 0.15% | −762−9.7% | Reduced |
| DeDora Capital, Inc. | 7,094 | $670.0K | 0.34% | −455−6.0% | Reduced |
| Legacy Bridge, LLC | 7,096 | $670.0K | 0.49% | 00.0% | Unchanged |
| Sun Life Financial INC | 7,077 | $670.0K | 0.05% | −24−0.3% | Reduced |
| Detalus Advisors, LLC | 7,095 | $670.0K | 0.39% | +94+1.3% | Added |
| CastleKnight Management LP | 7,100 | $670.0K | 0.21% | +7,100 | New |
| Householder Group Estate & Retirement Specialist, LLC | 7,112 | $671.0K | 0.30% | −652−8.4% | Reduced |
| Dohj, LLC | 7,107 | $671.0K | 0.38% | −215−2.9% | Reduced |
| Soltis Investment Advisors LLC | 7,111 | $671.0K | 0.10% | −192−2.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,103 | $671.0K | 0.79% | 00.0% | Unchanged |
| Bridgeworth, LLC | 7,130 | $673.0K | 0.16% | +20+0.3% | Added |
| My Legacy Advisors, LLC | 7,182 | $673.0K | 0.34% | +696+10.7% | Added |
| Lloyd Park, LLC | 7,185 | $678.0K | 0.71% | +7,185 | New |
| HGK Asset Management Inc | 7,200 | $680.0K | 0.25% | +200+2.9% | Added |
| Laffer Tengler Investments | 7,234 | $682.9K | 0.24% | −6,323−46.6% | Reduced |
| Proffitt & Goodson Inc | 7,232 | $683.0K | 0.14% | −303−4.0% | Reduced |
| Investors Research Corp | 7,234 | $683.0K | 0.21% | +864+13.6% | Added |
| Oak Grove Capital LLC | 7,248 | $684.0K | 0.23% | −28,527−79.7% | Reduced |
| St. Johns Investment Management Company, LLC | 7,242 | $684.0K | 0.43% | −5,311−42.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,258 | $685.0K | 0.22% | +111+1.6% | Added |
| First Community Trust NA | 7,291 | $688.0K | 0.81% | +242+3.4% | Added |
| Asset Management Corp | 7,287 | $688.0K | 0.51% | +777+11.9% | Added |
| United Maritime Capital LLC | 7,300 | $689.0K | 6.30% | −1,600−18.0% | Reduced |
| Hemington Wealth Management | 7,301 | $689.0K | 0.27% | −165−2.2% | Reduced |
| Vigilare Wealth Management | 7,321 | $691.0K | 0.75% | −4,401−37.5% | Reduced |
| Aire Advisors, LLC | 7,342 | $692.0K | 0.25% | +652+9.7% | Added |
| Navis Wealth Advisors, LLC | 7,339 | $693.0K | 0.74% | +4,270+139.1% | Added |
| PFG Advisors | 7,342 | $693.0K | 0.08% | +7,342 | New |
| Ipswich Investment Management Co., Inc. | 7,356 | $694.0K | 0.20% | −330−4.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,353 | $694.0K | 0.61% | −250−3.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 7,350 | $694.0K | 0.31% | +324+4.6% | Added |
| Tradewinds Capital Management, LLC | 7,366 | $695.0K | 0.26% | +1,204+19.5% | Added |
| Tiedemann Advisors, LLC | 7,378 | $696.0K | 0.05% | −2,578−25.9% | Reduced |
| Reitz Capital Advisors LLC | 7,397 | $698.0K | 0.63% | +680+10.1% | Added |
| Summit Trail Advisors, LLC | 7,413 | $700.0K | 0.04% | −3,045−29.1% | Reduced |
| Close Asset Management Ltd | 7,446 | $704.0K | 0.03% | +1,513+25.5% | Added |