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; 2,947 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 | 2,947 | $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 |
|---|---|---|---|---|---|
| Paragon Financial Partners, Inc. | 2,446 | $231.0K | 0.24% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 2,443 | $231.0K | 0.17% | +295+13.7% | Added |
| Twin Focus Capital Partners, LLC | 2,444 | $231.0K | 0.05% | +676+38.2% | Added |
| Southland Equity Partners LLC | 2,451 | $231.4K | 0.11% | −645−20.8% | Reduced |
| Security National Bank of So Dak | 2,454 | $232.0K | 0.19% | −1,000−29.0% | Reduced |
| Bernardo Wealth Planning LLC | 2,460 | $232.0K | 0.13% | +50+2.1% | Added |
| JGP Wealth Management, LLC | 2,413 | $232.0K | 0.05% | +69+2.9% | Added |
| Northern Oak Wealth Management Inc | 2,458 | $232.0K | 0.03% | +1,107+81.9% | Added |
| Triad Financial Advisors, Inc. | 2,466 | $233.0K | 0.13% | −270−9.9% | Reduced |
| Gries Financial LLC | 2,466 | $233.0K | 0.11% | +144+6.2% | Added |
| USAdvisors Wealth Management, LLC | 2,478 | $234.0K | 0.12% | −4−0.2% | Reduced |
| Alliance Wealth Management Group | 2,475 | $234.0K | 0.09% | +3+0.1% | Added |
| Somerset Trust Co | 2,480 | $234.0K | 0.10% | +25+1.0% | Added |
| Ade, LLC | 2,481 | $234.0K | 0.25% | +78+3.2% | Added |
| Reuter James Wealth Management, LLC | 2,482 | $234.0K | 0.15% | +176+7.6% | Added |
| Montz Harcus Wealth Management LLC | 2,480 | $234.0K | 0.25% | +675+37.4% | Added |
| Penbrook Management LLC | 2,490 | $235.0K | 0.19% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,492 | $235.0K | 0.11% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,492 | $235.0K | 0.06% | +887+55.3% | Added |
| Grand Central Investment Group | 2,496 | $236.0K | 0.34% | −11,940−82.7% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,500 | $236.0K | 0.05% | −6,264−71.5% | Reduced |
| Redmont Wealth Advisors LLC | 2,501 | $236.0K | 0.29% | −1,750−41.2% | Reduced |
| Legacy Wealth Planning, LLC | 2,502 | $236.0K | 0.34% | +575+29.8% | Added |
| Ern LLC | 2,500 | $236.0K | 0.26% | +2,500 | New |
| StrongBox Wealth, LLC | 2,513 | $237.0K | 0.15% | −450−15.2% | Reduced |
| Karpus Management, Inc. | 2,515 | $237.0K | 0.01% | 00.0% | Unchanged |
| Gould Asset Management LLC | 2,520 | $238.0K | 0.08% | −75−2.9% | Reduced |
| PYA Waltman Capital, LLC | 2,523 | $238.0K | 0.13% | −50−1.9% | Reduced |
| Well Done, LLC | 2,516 | $238.0K | 0.05% | +15+0.6% | Added |
| Hudock, Inc. | 2,539 | $239.0K | 0.08% | −627−19.8% | Reduced |
| Aurora Private Wealth, Inc. | 2,529 | $239.0K | 0.11% | −67−2.6% | Reduced |
| Navellier & Associates Inc | 2,528 | $239.0K | 0.05% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 2,533 | $239.0K | 0.10% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 2,537 | $239.0K | 0.07% | +100+4.1% | Added |
| Collaborative Wealth Managment Inc. | 2,536 | $239.0K | 0.16% | +2,536 | New |
| Unionview, LLC | 2,543 | $240.0K | 0.27% | +13+0.5% | Added |
| Sustainable Insight Capital Management, LLC | 2,352 | $241.0K | 0.24% | +200+9.3% | Added |
| Alerus Financial NA | 2,561 | $242.0K | 0.02% | −3,887−60.3% | Reduced |
| Biltmore Wealth Management, LLC | 2,562 | $242.0K | 0.11% | −357−12.2% | Reduced |
| Curran Financial Partners, LLC | 2,564 | $242.0K | 0.11% | −80−3.0% | Reduced |
| Dixon Fnancial Services, Inc. | 2,562 | $242.0K | 0.18% | −4−0.2% | Reduced |
| Tortoise Investment Management, LLC | 2,568 | $242.0K | 0.05% | +80+3.2% | Added |
| Alterity Financial Group, LLC | 2,560 | $242.0K | 0.36% | +2,560 | New |
| Flynn Zito Capital Management, LLC | 2,570 | $243.0K | 0.13% | −3,435−57.2% | Reduced |
| Planning Directions Inc | 2,571 | $243.0K | 0.19% | −676−20.8% | Reduced |
| KFA Private Wealth Group, LLC | 2,570 | $243.0K | 0.13% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,575 | $243.0K | 0.08% | +131+5.4% | Added |
| Concord Wealth Partners | 2,577 | $243.0K | 0.07% | +174+7.2% | Added |
| Fulcrum Capital LLC | 2,582 | $244.0K | 0.08% | −51,306−95.2% | Reduced |
| Willow Creek Wealth Management Inc. | 2,580 | $244.0K | 0.05% | +334+14.9% | Added |
| Bell Bank | 2,598 | $245.0K | 0.03% | +846+48.3% | Added |
| Capital Financial Planning, LLC | 2,602 | $246.0K | 0.10% | −399−13.3% | Reduced |
| Armstrong Shaw Associates Inc | 2,610 | $246.0K | 0.25% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 2,573 | $246.0K | 0.12% | +215+9.1% | Added |
| Financial Engines Advisors L.L.C. | 2,613 | $246.0K | 0.00% | +774+42.1% | Added |
| Meritage Portfolio Management | 2,614 | $247.0K | 0.02% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 2,623 | $248.0K | 0.11% | −300−10.3% | Reduced |
| Angeles Investment Advisors, LLC | 2,640 | $249.0K | 0.02% | +1,160+78.4% | Added |
| Eldridge Investment Advisors, Inc. | 2,652 | $250.0K | 0.09% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 2,644 | $250.0K | 0.08% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,656 | $251.0K | 0.08% | −4−0.2% | Reduced |
| Ami Asset Management Corp | 2,659 | $251.0K | 0.02% | +41+1.6% | Added |
| Firethorn Wealth Partners, LLC | 2,371 | $252.0K | 0.20% | −147−5.8% | Reduced |
| Canton Hathaway, LLC | 2,685 | $253.0K | 0.09% | −615−18.6% | Reduced |
| Marshall Financial Group LLC | 2,676 | $253.0K | 0.10% | −527−16.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,675 | $253.0K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,655 | $254.0K | 0.14% | −451−14.5% | Reduced |
| BEAM Asset Management, LLC | 2,694 | $254.0K | 0.28% | +556+26.0% | Added |
| Salomon & Ludwin, LLC | 2,701 | $255.0K | 0.04% | +36+1.4% | Added |
| Resolute Financial, LLC | 2,706 | $255.0K | 0.22% | +147+5.7% | Added |
| Covenant Partners, LLC | 2,716 | $256.0K | 0.12% | −479−15.0% | Reduced |
| Cyrus J. Lawrence, LLC | 2,718 | $257.0K | 0.07% | −114−4.0% | Reduced |
| Woodward Diversified Capital, LLC | 2,720 | $257.0K | 0.20% | +41+1.5% | Added |
| Investmark Advisory Group LLC | 2,724 | $257.0K | 0.25% | +303+12.5% | Added |
| McIlrath & Eck, LLC | 2,728 | $258.0K | 0.08% | −265−8.9% | Reduced |
| Cordasco Financial Network | 2,729 | $258.0K | 0.19% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,886 | $259.0K | 0.11% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 2,759 | $260.0K | 0.07% | −926−25.1% | Reduced |
| Progressive Investment Management Corp | 2,757 | $260.0K | 0.10% | 00.0% | Unchanged |
| RDA Financial Network | 2,756 | $260.0K | 0.13% | +192+7.5% | Added |
| Wealth Management Solutions, LLC | 2,769 | $261.0K | 0.15% | −401−12.6% | Reduced |
| Humankind Investments LLC | 2,761 | $261.0K | 0.12% | +2,761 | New |
| 1776 Wealth LLC | 2,818 | $262.0K | 0.19% | −1,000−26.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,778 | $262.0K | 0.15% | +240+9.5% | Added |
| Aveo Capital Partners, LLC | 2,783 | $263.0K | 0.04% | −76−2.7% | Reduced |
| Fortress Wealth Group, LLC | 2,796 | $264.0K | 0.23% | −1,586−36.2% | Reduced |
| GFG Capital, LLC | 2,797 | $264.0K | 0.08% | −983−26.0% | Reduced |
| Family Firm, Inc. | 2,801 | $264.0K | 0.08% | +45+1.6% | Added |
| CVA Family Office, LLC | 2,800 | $264.0K | 0.07% | +457+19.5% | Added |
| Capital Performance Advisors LLP | 2,793 | $264.0K | 0.16% | +2,793 | New |
| Tranquility Partners, LLC | 2,812 | $265.0K | 0.14% | −50−1.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,815 | $265.0K | 0.15% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,822 | $266.0K | 0.17% | −2,339−45.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,815 | $266.0K | 0.07% | −56−2.0% | Reduced |
| Winning Points Advisors, LLC | 2,832 | $267.0K | 0.29% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 2,836 | $268.0K | 0.16% | −409−12.6% | Reduced |
| Rock Point Advisors, LLC | 2,841 | $268.0K | 0.09% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 2,844 | $268.0K | 0.23% | +606+27.1% | Added |
| Blue Bell Private Wealth Management, LLC | 2,847 | $269.0K | 0.09% | +640+29.0% | Added |
| Strategic Investment Advisors | 2,861 | $270.0K | 0.05% | −3,726−56.6% | Reduced |