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, 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 | 2,949 | $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, 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 |
|---|---|---|---|---|---|
| William Allan, LLC | 36,522 | $3.45M | 3.06% | +4,745+14.9% | Added |
| Quadrant Private Wealth Management, LLC | 36,531 | $3.45M | 1.42% | +5,682+18.4% | Added |
| HBW Advisory Services LLC | 36,267 | $3.46M | 0.94% | +19,141+111.8% | Added |
| Northstar Group, Inc. | 36,641 | $3.46M | 1.00% | +1,355+3.8% | Added |
| Canandaigua National Corp | 36,786 | $3.47M | 0.62% | −3,723−9.2% | Reduced |
| Empirical Finance, LLC | 36,957 | $3.49M | 0.44% | +1,600+4.5% | Added |
| Brookstone Capital Management | 36,405 | $3.49M | 0.08% | −5,830−13.8% | Reduced |
| Boston Research & Management Inc | 37,061 | $3.50M | 1.13% | +3,423+10.2% | Added |
| IPG Investment Advisors LLC | 37,050 | $3.50M | 0.88% | +5,321+16.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 37,062 | $3.50M | 1.07% | −569−1.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 37,072 | $3.50M | 0.07% | −2,447−6.2% | Reduced |
| J.W. Cole Advisors, Inc. | 37,197 | $3.51M | 0.28% | +1,137+3.2% | Added |
| Fruth Investment Management | 24,925 | $3.51M | 0.96% | +10.0% | Added |
| Wells Trecaso Financial Group, LLC | 37,275 | $3.52M | 1.82% | +228+0.6% | Added |
| Ironwood Investment Counsel, LLC | 37,314 | $3.52M | 0.99% | +3,604+10.7% | Added |
| Diligent Investors, LLC | 37,357 | $3.53M | 1.21% | +1,161+3.2% | Added |
| Marble Harbor Investment Counsel, LLC | 37,377 | $3.53M | 0.54% | +4,594+14.0% | Added |
| Kavar Capital Partners Group, LLC | 37,428 | $3.53M | 0.82% | +547+1.5% | Added |
| Roanoke Asset Management Corp | 37,458 | $3.54M | 1.59% | −20−0.1% | Reduced |
| Stoneridge Investment Partners LLC | 37,581 | $3.55M | 1.95% | 00.0% | Unchanged |
| Account Management LLC | 37,703 | $3.56M | 4.34% | −200−0.5% | Reduced |
| V2 Financial group LLC | 37,727 | $3.56M | 2.87% | +24,349+182.0% | Added |
| Sicart Associates LLC | 37,822 | $3.57M | 1.11% | +3,422+9.9% | Added |
| Taylor Wealth Management Partners | 38,028 | $3.59M | 2.04% | −4,883−11.4% | Reduced |
| Park Avenue Securities LLC | 38,063 | $3.59M | 0.07% | +3,765+11.0% | Added |
| Act Two Investors LLC | 38,222 | $3.61M | 3.40% | +23,217+154.7% | Added |
| Walter & Keenan Financial Consulting Co | 38,294 | $3.62M | 1.43% | +215+0.6% | Added |
| Belpointe Asset Management LLC | 38,316 | $3.62M | 0.24% | −44,201−53.6% | Reduced |
| Chartwell Investment Partners, LLC | 38,443 | $3.63M | 0.15% | 00.0% | Unchanged |
| We Are One Seven, LLC | 38,478 | $3.63M | 0.50% | −14,715−27.7% | Reduced |
| Fishman Jay A Ltd | 38,576 | $3.64M | 0.50% | −11,725−23.3% | Reduced |
| Mission Wealth Management, LP | 38,752 | $3.66M | 0.19% | −1,080−2.7% | Reduced |
| CMH Wealth Management LLC | 38,768 | $3.66M | 1.32% | −10,656−21.6% | Reduced |
| Edgestream Partners, L.P. | 38,782 | $3.66M | 0.29% | +38,782 | New |
| Lynch & Associates | 39,058 | $3.69M | 1.00% | −1,137−2.8% | Reduced |
| Xcel Wealth Management, LLC | 39,157 | $3.70M | 1.35% | +9,896+33.8% | Added |
| DCM Advisors, LLC | 39,185 | $3.70M | 1.60% | +6,024+18.2% | Added |
| WMS Partners, LLC | 39,256 | $3.71M | 0.58% | −227−0.6% | Reduced |
| Permanens Capital L.P. | 39,297 | $3.71M | 0.75% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 39,475 | $3.73M | 0.47% | +1,810+4.8% | Added |
| North Star Investment Management Corp. | 39,609 | $3.74M | 0.34% | +3,812+10.6% | Added |
| Bridge Creek Capital Management LLC | 39,750 | $3.75M | 1.53% | +5,077+14.6% | Added |
| Bell & Brown Wealth Advisors, LLC | 39,845 | $3.76M | 2.01% | +342+0.9% | Added |
| Family Capital Trust Co | 39,989 | $3.77M | 1.50% | +3,055+8.3% | Added |
| Epoch Investment Partners, Inc. | 40,007 | $3.78M | 0.02% | −1,569−3.8% | Reduced |
| Birch Hill Investment Advisors LLC | 40,037 | $3.78M | 0.24% | −7,255−15.3% | Reduced |
| Beta Wealth Group, Inc. | 40,210 | $3.80M | 2.55% | +6,626+19.7% | Added |
| Culbertson A N & Co Inc | 40,223 | $3.80M | 0.82% | −652−1.6% | Reduced |
| Great Valley Advisor Group, Inc. | 40,236 | $3.80M | 0.21% | −743−1.8% | Reduced |
| Wealth Advisory Solutions, LLC | 40,239 | $3.80M | 0.93% | −889−2.2% | Reduced |
| Icapital Wealth LLC | 40,328 | $3.81M | 2.42% | −25,927−39.1% | Reduced |
| Jeppson Wealth Management, LLC | 40,357 | $3.81M | 1.64% | +6,616+19.6% | Added |
| Strategic Wealth Designers | 40,476 | $3.82M | 0.96% | +3,328+9.0% | Added |
| Boston Trust Walden Corp | 40,506 | $3.82M | 0.04% | −26,187−39.3% | Reduced |
| First American Trust, FSB | 40,532 | $3.83M | 0.61% | −1,301−3.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 40,534 | $3.83M | 0.90% | −157−0.4% | Reduced |
| Pavion Blue Capital, LLC | 40,535 | $3.83M | 2.58% | +2,057+5.3% | Added |
| Greenline Partners, LLC | 40,542 | $3.83M | 0.83% | +5,455+15.5% | Added |
| Oak Harvest Investment Services | 40,580 | $3.83M | 1.03% | −4,209−9.4% | Reduced |
| Charter Trust Co | 40,654 | $3.84M | 0.31% | +10,899+36.6% | Added |
| Balyasny Asset Management LLC | 40,676 | $3.84M | 0.02% | −4,005−9.0% | Reduced |
| Madison Wealth Management | 40,750 | $3.85M | 0.93% | −60−0.1% | Reduced |
| Hyman Charles D | 40,747 | $3.85M | 0.28% | +833+2.1% | Added |
| Twin Capital Management Inc | 40,755 | $3.85M | 0.49% | +7,454+22.4% | Added |
| Meyer Handelman Co | 40,791 | $3.85M | 0.17% | +1,730+4.4% | Added |
| Cramer Rosenthal McGlynn LLC | 40,921 | $3.86M | 0.18% | +3,680+9.9% | Added |
| Itau Unibanco Holding S.A. | 41,045 | $3.88M | 0.14% | +35,781+679.7% | Added |
| Strategic Advisors LLC | 41,079 | $3.88M | 0.81% | −90.0% | Reduced |
| Resources Management Corp | 41,324 | $3.90M | 0.63% | −1,337−3.1% | Reduced |
| Andra AP-fonden | 41,400 | $3.91M | 0.11% | +41,400 | New |
| Hamilton Wealth, LLC | 41,420 | $3.91M | 1.53% | +41,420 | New |
| Goelzer Investment Management, Inc. | 41,449 | $3.91M | 0.38% | +19,704+90.6% | Added |
| First Horizon Advisors, Inc. | 41,624 | $3.93M | 0.14% | −157−0.4% | Reduced |
| Wallington Asset Management, LLC | 41,662 | $3.93M | 0.80% | +260+0.6% | Added |
| Guardian Capital Advisors LP | 42,870 | $3.94M | 0.45% | +1,310+3.2% | Added |
| Evoke Wealth, LLC | 41,719 | $3.94M | 0.15% | −928−2.2% | Reduced |
| Contrarius Investment Management Ltd | 41,715 | $3.94M | 0.25% | +4,165+11.1% | Added |
| Adell Harriman & Carpenter Inc | 41,761 | $3.94M | 0.48% | −4,128−9.0% | Reduced |
| Yost Capital Management, LP | 41,776 | $3.94M | 4.61% | −18,700−30.9% | Reduced |
| Dynamic Advisor Solutions LLC | 41,783 | $3.94M | 0.30% | −1,252−2.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 41,807 | $3.95M | 0.47% | +1,011+2.5% | Added |
| Essex Investment Management Co LLC | 41,825 | $3.95M | 0.64% | −1,662−3.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 42,000 | $3.96M | 0.65% | 00.0% | Unchanged |
| Paloma Partners Management Co | 42,003 | $3.96M | 0.40% | +3,929+10.3% | Added |
| United Asset Strategies, Inc. | 42,061 | $3.97M | 0.58% | −12,412−22.8% | Reduced |
| Squarepoint Ops LLC | 42,152 | $3.98M | 0.04% | −389,732−90.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 42,183 | $3.98M | 1.87% | +1,391+3.4% | Added |
| Arlington Partners LLC | 42,255 | $3.99M | 1.32% | +8,032+23.5% | Added |
| Vestcor Inc | 42,369 | $4.00M | 0.15% | +13,617+47.4% | Added |
| Altrafin AG | 42,379 | $4.00M | 2.16% | +1,300+3.2% | Added |
| Rossmore Private Capital | 42,389 | $4.00M | 0.69% | +43+0.1% | Added |
| Moreno Evelyn V | 42,497 | $4.01M | 0.94% | +4,740+12.6% | Added |
| Farmers Trust Co | 42,509 | $4.01M | 0.96% | +1,243+3.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 42,088 | $4.03M | 0.74% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 42,817 | $4.04M | 0.23% | −4,500−9.5% | Reduced |
| Kidder Stephen W | 42,845 | $4.04M | 1.57% | +145+0.3% | Added |
| Van Den Berg Management I, Inc | 42,836 | $4.04M | 1.08% | +38,196+823.2% | Added |
| Montag A & Associates Inc | 42,903 | $4.05M | 0.26% | −23,392−35.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 43,063 | $4.07M | 0.53% | +41,083+2,074.9% | Added |
| Annex Advisory Services, LLC | 43,190 | $4.08M | 0.29% | −40,580−48.4% | Reduced |