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
- −237 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
- 354
- 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 | 3,179 | $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, 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 |
|---|---|---|---|---|---|
| Indiana Trust & Investment Management CO | 10,059 | $950.0K | 0.53% | −560−5.3% | Reduced |
| Capital Advisors Inc | 10,067 | $950.0K | 0.03% | +383+4.0% | Added |
| Pure Financial Advisors, Inc. | 10,068 | $950.0K | 0.06% | +973+10.7% | Added |
| Columbia Trust Co 01012016 | 10,089 | $952.0K | 0.51% | +622+6.6% | Added |
| Prelude Capital Management, LLC | 10,086 | $952.0K | 0.05% | +10,086 | New |
| Salvus Wealth Management, LLC | 10,094 | $953.0K | 0.85% | −96−0.9% | Reduced |
| Eqis Capital Management, Inc. | 10,108 | $954.2K | 0.10% | −1,703−14.4% | Reduced |
| Deseret Mutual Benefit Administrators | 10,114 | $955.0K | 0.22% | −2,292−18.5% | Reduced |
| Second Half Financial Partners, LLC | 5,186 | $957.0K | 0.76% | 00.0% | Unchanged |
| Vista Investment Management | 10,146 | $958.0K | 0.58% | +1,831+22.0% | Added |
| CPWM, LLC | 10,168 | $960.0K | 0.09% | −4,926−32.6% | Reduced |
| Berger Financial Group, Inc | 10,179 | $961.0K | 0.14% | −1,091−9.7% | Reduced |
| Garrison Point Advisors, LLC | 10,183 | $961.0K | 0.80% | −396−3.7% | Reduced |
| Verition Fund Management LLC | 10,209 | $964.0K | 0.02% | −36,353−78.1% | Reduced |
| Voya Financial Advisors, Inc. | 10,102 | $966.0K | 0.12% | +7,433+278.5% | Added |
| Grandview Asset Management LLC | 10,252 | $968.0K | 0.54% | −1,062−9.4% | Reduced |
| Larson Financial Group LLC | 10,251 | $968.0K | 0.17% | +1,164+12.8% | Added |
| Zevenbergen Capital Investments LLC | 10,310 | $973.0K | 0.04% | −775−7.0% | Reduced |
| Sierra Capital LLC | 10,310 | $973.0K | 0.18% | +1,001+10.8% | Added |
| Delta Capital Management LLC | 10,340 | $976.0K | 0.73% | +30+0.3% | Added |
| Abundance Wealth Counselors | 10,344 | $976.0K | 0.26% | +732+7.6% | Added |
| Whitener Capital Management, Inc. | 10,355 | $977.0K | 0.44% | −4,697−31.2% | Reduced |
| Avalon Investment & Advisory | 10,346 | $977.0K | 0.03% | −3,757−26.6% | Reduced |
| Benchmark Investment Advisors LLC | 10,352 | $977.0K | 1.02% | +395+4.0% | Added |
| RSM US Wealth Management LLC | 10,352 | $977.0K | 0.05% | +828+8.7% | Added |
| Benedetti & Gucer, Inc. | 10,365 | $979.0K | 0.66% | −463−4.3% | Reduced |
| Old Point Trust & Financial Services N A | 10,381 | $980.0K | 0.45% | −210−2.0% | Reduced |
| Two Sigma Investments, LP | 10,381 | $980.0K | 0.00% | +1,181+12.8% | Added |
| Abacus Planning Group, Inc. | 10,390 | $981.0K | 0.29% | −208−2.0% | Reduced |
| Roosevelt Investment Group LLC | 10,401 | $982.0K | 0.07% | −61−0.6% | Reduced |
| Taylor Hoffman Wealth Management | 10,223 | $983.0K | 0.48% | −688−6.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 10,500 | $983.0K | 0.94% | +361+3.6% | Added |
| Cascade Investment Advisors, Inc. | 10,418 | $983.5K | 0.77% | +388+3.9% | Added |
| Clear Creek Financial Management, LLC | 10,428 | $984.0K | 0.21% | −1,729−14.2% | Reduced |
| Archer Investment Corp | 10,440 | $985.5K | 0.40% | +395+3.9% | Added |
| First Command Bank | 10,440 | $986.0K | 0.14% | −105−1.0% | Reduced |
| First Command Financial Services, Inc. | 10,440 | $986.0K | 0.14% | −105−1.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 10,479 | $989.2K | 1.52% | +2,340+28.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 10,484 | $990.0K | 0.33% | +1,777+20.4% | Added |
| Certified Advisory Corp | 10,512 | $992.0K | 0.22% | −2,681−20.3% | Reduced |
| Prudent Man Advisors, LLC | 10,549 | $996.0K | 0.46% | −106−1.0% | Reduced |
| Aries Wealth Management | 10,550 | $996.0K | 0.45% | +10,550 | New |
| Successful Portfolios LLC | 10,571 | $998.0K | 0.67% | −637−5.7% | Reduced |
| Bluestein R H & Co | 10,571 | $998.0K | 0.06% | −450−4.1% | Reduced |
| Bridgecreek Investment Management, LLC | 10,600 | $1.00M | 0.21% | −3,150−22.9% | Reduced |
| Lake Street Financial LLC | 10,602 | $1.00M | 0.21% | −819−7.2% | Reduced |
| LSV Asset Management | 10,600 | $1.00M | 0.00% | −400−3.6% | Reduced |
| Mechanics Financial Corp | 10,624 | $1.00M | 0.60% | −350−3.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 10,642 | $1.00M | 1.23% | −1,296−10.9% | Reduced |
| Blueshift Asset Management, LLC | 10,699 | $1.01M | 0.17% | −46,551−81.3% | Reduced |
| Meridian Financial Partners LLC | 9,761 | $1.01M | 0.69% | +9,761 | New |
| Grimes & Company, Inc. | 10,705 | $1.01M | 0.05% | +509+5.0% | Added |
| Widmann Financial Services, Inc. | 10,747 | $1.01M | 1.05% | +25+0.2% | Added |
| Alta Wealth Advisors LLC | 10,782 | $1.01M | 0.70% | −72−0.7% | Reduced |
| Fort Pitt Capital Group, LLC | 10,777 | $1.02M | 0.04% | −332,321−96.9% | Reduced |
| Crawford Investment Counsel Inc | 10,772 | $1.02M | 0.02% | −2,260−17.3% | Reduced |
| Galibier Capital Management Ltd. | 10,795 | $1.02M | 0.19% | −75,607−87.5% | Reduced |
| Oakworth Capital, Inc. | 10,823 | $1.02M | 0.10% | −4,583−29.7% | Reduced |
| Nikulski Financial, Inc. | 10,829 | $1.02M | 0.51% | −2,692−19.9% | Reduced |
| MCF Advisors LLC | 10,858 | $1.02M | 0.11% | +5,250+93.6% | Added |
| Gladius Capital Management LP | 10,852 | $1.02M | 0.22% | +9,782+914.2% | Added |
| Claro Advisors LLC | 10,866 | $1.03M | 0.41% | −831−7.1% | Reduced |
| TFG Advisers LLC | 10,873 | $1.03M | 0.55% | −816−7.0% | Reduced |
| CoreFirst Bank & Trust | 10,869 | $1.03M | 0.81% | −700−6.1% | Reduced |
| Family Legacy, Inc. | 10,958 | $1.03M | 0.49% | +356+3.4% | Added |
| Thoroughbred Financial Services, LLC | 10,880 | $1.03M | 0.19% | −8,820−44.8% | Reduced |
| Cypress Wealth Services, LLC | 10,893 | $1.03M | 0.33% | −463−4.1% | Reduced |
| Tempus Wealth Planning, LLC | 10,896 | $1.03M | 0.85% | +463+4.4% | Added |
| Forte Capital LLC | 10,914 | $1.03M | 0.18% | +106+1.0% | Added |
| Icon Wealth Partners, LLC | 10,921 | $1.03M | 0.12% | −857−7.3% | Reduced |
| Global Financial Private Client, LLC | 10,784 | $1.04M | 0.59% | +1,134+11.8% | Added |
| Fukoku Mutual Life Insurance Co | 10,995 | $1.04M | 0.09% | −310−2.7% | Reduced |
| Resurgent Financial Advisors LLC | 11,049 | $1.04M | 0.70% | +1,812+19.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,115 | $1.05M | 0.06% | +1,621+17.1% | Added |
| Burke & Herbert Bank & Trust Co | 11,115 | $1.05M | 0.79% | −359−3.1% | Reduced |
| Kozak & Associates, Inc. | 11,134 | $1.05M | 0.70% | +1,312+13.4% | Added |
| United Bank | 11,164 | $1.05M | 0.65% | +1,215+12.2% | Added |
| Equitable Trust Co | 11,175 | $1.05M | 0.08% | −25,713−69.7% | Reduced |
| Agate Pass Investment Management, LLC | 11,202 | $1.06M | 0.74% | +438+4.1% | Added |
| Main Street Financial Solutions, LLC | 11,211 | $1.06M | 0.14% | −296−2.6% | Reduced |
| Absher Wealth Management, LLC | 11,213 | $1.06M | 0.21% | +1,093+10.8% | Added |
| Joseph Group Capital Management | 11,282 | $1.06M | 1.07% | +737+7.0% | Added |
| Guardian Wealth Management, Inc. | 11,282 | $1.06M | 1.15% | +798+7.6% | Added |
| Marcum Wealth, LLC | 11,304 | $1.07M | 0.16% | +288+2.6% | Added |
| Liberty Wealth Management LLC | 9,938 | $1.07M | 0.43% | −353−3.4% | Reduced |
| Bremer Bank National Association | 11,310 | $1.07M | 0.20% | −7,444−39.7% | Reduced |
| Hoertkorn Richard Charles | 11,311 | $1.07M | 0.59% | −374−3.2% | Reduced |
| Finer Wealth Management, Inc. | 11,310 | $1.07M | 0.97% | +1,517+15.5% | Added |
| Bank of New Hampshire | 11,319 | $1.07M | 0.31% | −1,938−14.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,337 | $1.07M | 0.09% | −4,689−29.3% | Reduced |
| Atlas Private Wealth Management | 11,336 | $1.07M | 0.73% | +444+4.1% | Added |
| Summit Financial, LLC | 11,340 | $1.07M | 0.10% | +225+2.0% | Added |
| LBMC Investment Advisors, LLC | 11,393 | $1.07M | 0.12% | −263−2.3% | Reduced |
| Investment Partners, Ltd. | 11,422 | $1.08M | 0.53% | −338−2.9% | Reduced |
| Magnus Financial Group LLC | 11,423 | $1.08M | 0.20% | +1,071+10.3% | Added |
| Modera Wealth Management, LLC | 11,427 | $1.08M | 0.05% | −415−3.5% | Reduced |
| Outfitter Financial LLC | 11,445 | $1.08M | 0.98% | +410+3.7% | Added |
| Roman Butler Fullerton & Co | 11,351 | $1.08M | 0.60% | −3,421−23.2% | Reduced |
| Valley Brook Capital Group | 11,498 | $1.08M | 1.12% | −3,935−25.5% | Reduced |
| Acropolis Investment Management, LLC | 11,507 | $1.09M | 0.11% | −987−7.9% | Reduced |