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
- 3,015
- −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
- 1,416 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 |
|---|---|---|---|---|---|
| M. Kulyk & Associates, LLC | 26,292 | $2.48M | 0.77% | −125−0.5% | Reduced |
| Forum Financial Management, LP | 26,316 | $2.48M | 0.13% | +8,436+47.2% | Added |
| Hamel Associates, Inc. | 26,379 | $2.49M | 0.98% | +5,399+25.7% | Added |
| Bogart Wealth, LLC | 26,460 | $2.50M | 0.22% | +3,260+14.1% | Added |
| Wealthsource Partners, LLC | 26,513 | $2.50M | 0.18% | −36,360−57.8% | Reduced |
| Patton Albertson Miller Group, LLC | 26,511 | $2.50M | 0.51% | −8,540−24.4% | Reduced |
| SevenBridge Financial Group, LLC | 26,541 | $2.50M | 1.01% | +1,317+5.2% | Added |
| M Holdings Securities, Inc. | 26,590 | $2.51M | 0.25% | +760+2.9% | Added |
| VELA Investment Management, LLC | 26,806 | $2.53M | 1.45% | +6,360+31.1% | Added |
| Bath Savings Trust Co | 26,812 | $2.53M | 0.33% | −34,078−56.0% | Reduced |
| Pegasus Asset Management, Inc. | 26,866 | $2.54M | 1.38% | +638+2.4% | Added |
| Liberty Capital Management, Inc. | 26,894 | $2.54M | 0.90% | −1,517−5.3% | Reduced |
| Ami Investment Management Inc | 26,896 | $2.54M | 1.32% | +1,978+7.9% | Added |
| Bank Hapoalim BM | 26,957 | $2.54M | 0.32% | +5,901+28.0% | Added |
| Choate Investment Advisors | 27,045 | $2.55M | 0.16% | −809−2.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 27,055 | $2.55M | 0.25% | −390−1.4% | Reduced |
| Avidian Wealth Solutions, LLC | 27,051 | $2.55M | 0.18% | +4,358+19.2% | Added |
| S&CO Inc | 27,147 | $2.56M | 0.22% | −4,500−14.2% | Reduced |
| SlateStone Wealth, LLC | 27,191 | $2.57M | 0.66% | −2,651−8.9% | Reduced |
| Jupiter Wealth Management LLC | 27,219 | $2.57M | 2.34% | −4,535−14.3% | Reduced |
| Jacobi Capital Management LLC | 27,224 | $2.57M | 0.34% | +1,703+6.7% | Added |
| Hancock Whitney Corp | 27,237 | $2.57M | 0.10% | −16,620−37.9% | Reduced |
| Pettee Investors, Inc. | 27,428 | $2.59M | 1.29% | −230−0.8% | Reduced |
| Capital Analysts, LLC | 27,465 | $2.59M | 0.18% | +1,871+7.3% | Added |
| Coldstream Capital Management Inc | 27,469 | $2.59M | 0.10% | +1,896+7.4% | Added |
| Alpha Cubed Investments, LLC | 27,490 | $2.60M | 0.19% | −49,005−64.1% | Reduced |
| SOA Wealth Advisors, LLC. | 27,494 | $2.60M | 0.76% | −762−2.7% | Reduced |
| Red Door Wealth Management, LLC | 27,547 | $2.60M | 0.96% | +942+3.5% | Added |
| Community Bank, N.A. | 27,554 | $2.60M | 0.37% | +4,160+17.8% | Added |
| Pecaut & Co. | 27,563 | $2.60M | 1.47% | −4,239−13.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 27,575 | $2.60M | 0.81% | +1,233+4.7% | Added |
| GM Advisory Group, Inc. | 27,645 | $2.61M | 0.41% | −5,425−16.4% | Reduced |
| Fairbanks Capital Management, Inc. | 27,660 | $2.61M | 2.27% | −449−1.6% | Reduced |
| Valley National Advisers Inc | 26,814 | $2.61M | 0.55% | −1,234−4.4% | Reduced |
| Cadence Bank NA | 27,718 | $2.62M | 0.85% | +645+2.4% | Added |
| Arkadios Wealth Advisors | 27,735 | $2.62M | 0.39% | +8,855+46.9% | Added |
| Silvant Capital Management LLC | 27,760 | $2.62M | 0.64% | −259−0.9% | Reduced |
| Fosun International Ltd | 27,762 | $2.62M | 0.36% | +152+0.6% | Added |
| Ascent Group, LLC | 24,717 | $2.62M | 0.31% | +3,821+18.3% | Added |
| Mission Creek Capital Partners, Inc. | 27,793 | $2.62M | 0.88% | −379−1.3% | Reduced |
| Hedeker Wealth, LLC | 25,748 | $2.63M | 0.91% | −9,366−26.7% | Reduced |
| Bridgewater Advisors Inc. | 27,905 | $2.63M | 0.55% | +112+0.4% | Added |
| Merit Financial Group, LLC | 27,992 | $2.64M | 0.08% | +16,651+146.8% | Added |
| Asset Management Group, Inc. | 28,023 | $2.65M | 0.63% | +1,874+7.2% | Added |
| Gilman Hill Asset Management, LLC | 28,092 | $2.65M | 0.57% | +9,729+53.0% | Added |
| International Assets Investment Management, LLC | 28,105 | $2.65M | 0.52% | +1,580+6.0% | Added |
| HAP Trading, LLC | 28,209 | $2.66M | 0.33% | +28,209 | New |
| Riverview Capital Advisers, LLC | 28,251 | $2.67M | 1.48% | −35−0.1% | Reduced |
| Rodgers Brothers Inc. | 28,354 | $2.68M | 0.53% | +525+1.9% | Added |
| Laurel Wealth Advisors, Inc. | 28,429 | $2.68M | 0.27% | +585+2.1% | Added |
| Karp Capital Management Corp | 28,541 | $2.69M | 0.48% | −6,130−17.7% | Reduced |
| Alliance Wealth Advisors, LLC | 28,660 | $2.71M | 2.34% | +13,194+85.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 28,736 | $2.71M | 0.05% | 00.0% | Unchanged |
| Transform Wealth, LLC | 28,757 | $2.71M | 0.40% | −364−1.2% | Reduced |
| Nichols & Pratt Advisers LLP | 28,785 | $2.73M | 0.22% | +115+0.4% | Added |
| HBK Sorce Advisory LLC | 29,054 | $2.74M | 0.20% | +325+1.1% | Added |
| Horan Capital Advisors, LLC. | 29,067 | $2.74M | 1.27% | −902−3.0% | Reduced |
| Enterprise Trust & Investment Co | 29,081 | $2.75M | 1.15% | +21+0.1% | Added |
| Wills Financial Group, Inc. | 29,143 | $2.75M | 1.35% | −1,630−5.3% | Reduced |
| Regatta Capital Group, LLC | 29,244 | $2.76M | 1.32% | −2,677−8.4% | Reduced |
| JB Capital LLC | 29,248 | $2.76M | 0.30% | +902+3.2% | Added |
| Laidlaw Wealth Management LLC | 29,261 | $2.76M | 0.56% | +10,852+58.9% | Added |
| Berkshire Bank | 29,281 | $2.76M | 0.81% | +386+1.3% | Added |
| Coastline Trust Co | 29,353 | $2.77M | 0.41% | +501+1.7% | Added |
| Hills Bank & Trust Co | 29,471 | $2.78M | 0.45% | −816−2.7% | Reduced |
| Diversified Investment Strategies, LLC | 29,474 | $2.78M | 2.29% | +2,490+9.2% | Added |
| Campbell Newman Asset Management Inc | 29,699 | $2.80M | 0.30% | +100+0.3% | Added |
| Regal Investment Advisors LLC | 29,725 | $2.81M | 0.29% | +2,140+7.8% | Added |
| Caas Capital Management LP | 29,741 | $2.81M | 0.38% | +29,741 | New |
| Harbor Advisory Corp | 29,864 | $2.82M | 1.24% | +11,899+66.2% | Added |
| Graham Capital Management, L.P. | 29,906 | $2.82M | 0.13% | +11,282+60.6% | Added |
| swisspartners Ltd. | 28,990 | $2.83M | 2.70% | +1,155+4.1% | Added |
| Kesler, Norman & Wride, LLC | 29,925 | $2.83M | 0.78% | +2,302+8.3% | Added |
| Alpha Square Group S, LLC | 30,000 | $2.83M | 1.20% | −30,000−50.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $2.83M | 1.91% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 30,013 | $2.83M | 1.17% | −36,333−54.8% | Reduced |
| IMS Capital Management | 30,082 | $2.84M | 1.84% | −406−1.3% | Reduced |
| Mendel Money Management | 30,099 | $2.84M | 1.69% | +901+3.1% | Added |
| WBH Advisory Inc | 30,352 | $2.84M | 0.38% | −867−2.8% | Reduced |
| Harbor Investment Advisory, LLC | 30,122 | $2.84M | 0.46% | −10,174−25.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 30,133 | $2.85M | 0.08% | −4,500−13.0% | Reduced |
| MainStreet Investment Advisors LLC | 30,329 | $2.86M | 0.33% | −855−2.7% | Reduced |
| Geneos Wealth Management Inc. | 29,878 | $2.87M | 0.14% | −984−3.2% | Reduced |
| Transcend Wealth Collective, LLC | 30,462 | $2.88M | 0.30% | +193+0.6% | Added |
| Wellington Shields & Co., LLC | 30,498 | $2.88M | 0.70% | +1,178+4.0% | Added |
| Graybill Bartz & Assoc Ltd | 30,563 | $2.88M | 1.60% | −619−2.0% | Reduced |
| Metis Global Partners, LLC | 30,646 | $2.89M | 0.46% | +1,659+5.7% | Added |
| Roberts Wealth Advisors, LLC | 30,179 | $2.89M | 1.26% | +1,767+6.2% | Added |
| Centaurus Financial, Inc. | 30,691 | $2.90M | 0.29% | −6,145−16.7% | Reduced |
| Panagora Asset Management Inc | 30,766 | $2.90M | 0.02% | −221,091−87.8% | Reduced |
| White Pine Investment CO | 30,772 | $2.90M | 1.15% | −4,697−13.2% | Reduced |
| Flagship Harbor Advisors, LLC | 30,784 | $2.91M | 0.33% | +406+1.3% | Added |
| Bristlecone Advisors, LLC | 30,792 | $2.91M | 0.36% | +7,086+29.9% | Added |
| Beach Investment Counsel Inc | 30,850 | $2.91M | 0.36% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 30,932 | $2.92M | 2.06% | −975−3.1% | Reduced |
| Consolidated Capital Management, LLC | 30,977 | $2.92M | 1.75% | −11,113−26.4% | Reduced |
| Hall Laurie J Trustee | 30,984 | $2.93M | 1.37% | +1,110+3.7% | Added |
| Corient Capital Partners, LLC | 31,012 | $2.93M | 0.22% | −903−2.8% | Reduced |
| Elk River Wealth Management, LLC | 31,087 | $2.94M | 0.74% | −1,589−4.9% | Reduced |
| Lavaca Capital LLC | 26,556 | $2.94M | 1.48% | −908−3.3% | Reduced |