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 |
|---|---|---|---|---|---|
| Broadleaf Partners, LLC | 3,925 | $371.0K | 0.16% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 3,896 | $371.0K | 0.22% | −4−0.1% | Reduced |
| Hamilton Capital, LLC | 3,949 | $373.0K | 0.02% | −44−1.1% | Reduced |
| Apexium Financial, LP | 3,957 | $374.0K | 0.22% | −261−6.2% | Reduced |
| Abner Herrman & Brock LLC | 3,969 | $375.0K | 0.06% | −126−3.1% | Reduced |
| E&G Advisors, LP | 3,988 | $376.0K | 0.13% | +842+26.8% | Added |
| Sutton Wealth Advisors Inc. | 3,991 | $376.8K | 0.15% | −168−4.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,990 | $377.0K | 0.26% | −23−0.6% | Reduced |
| Proem Advisors LLC | 4,000 | $378.0K | 2.59% | −4,000−50.0% | Reduced |
| Professional Advisory Services Inc | 4,005 | $378.0K | 0.06% | +5+0.1% | Added |
| Credit Capital Investments LLC | 4,000 | $378.0K | 0.43% | +4,000 | New |
| Masso Torrence Wealth Management Inc. | 4,028 | $380.0K | 0.33% | +1,368+51.4% | Added |
| DSC Advisors, L.P. | 4,033 | $381.0K | 0.38% | −653−13.9% | Reduced |
| Wulff, Hansen & Co. | 4,050 | $382.0K | 0.43% | −4,690−53.7% | Reduced |
| First National Bank Sioux Falls | 4,050 | $382.0K | 0.49% | +200+5.2% | Added |
| Alps Advisors Inc | 4,061 | $383.0K | 0.00% | −2,133−34.4% | Reduced |
| Keudell/Morrison Wealth Management | 4,055 | $383.0K | 0.14% | −318−7.3% | Reduced |
| Segment Wealth Management, LLC | 4,053 | $383.0K | 0.05% | −249−5.8% | Reduced |
| Greatmark Investment Partners, Inc. | 4,066 | $384.0K | 0.07% | −1,070−20.8% | Reduced |
| Cooper/Haims Advisors, LLC | 4,072 | $384.0K | 0.25% | −319−7.3% | Reduced |
| McRae Capital Management Inc | 4,075 | $385.0K | 0.10% | −40−1.0% | Reduced |
| Aufman Associates Inc | 4,086 | $386.0K | 0.37% | −203−4.7% | Reduced |
| Decatur Capital Management, Inc. | 4,104 | $387.0K | 0.29% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $387.0K | 0.42% | – | – |
| Pacific Center for Financial Services | 4,109 | $388.0K | 0.16% | −774−15.9% | Reduced |
| Allegheny Financial Group LTD | 4,109 | $388.0K | 0.18% | −86−2.1% | Reduced |
| Ssi Investment Management LLC | 4,112 | $388.0K | 0.02% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 4,114 | $388.0K | 0.15% | +21+0.5% | Added |
| Intrepid Financial Planning Group LLC | 4,125 | $389.0K | 0.21% | +4,125 | New |
| Marotta Asset Management | 4,052 | $389.5K | 0.10% | −140−3.3% | Reduced |
| Somerset Group LLC | 4,136 | $390.0K | 0.34% | −8,923−68.3% | Reduced |
| Capital Wealth Alliance, LLC | 4,133 | $390.0K | 0.27% | −3,728−47.4% | Reduced |
| Merriman Wealth Management, LLC | 4,132 | $390.0K | 0.03% | +1,312+46.5% | Added |
| S. R. Schill & Associates | 4,140 | $391.0K | 0.20% | −235−5.4% | Reduced |
| Foresight Wealth Management, LLC | 4,147 | $391.0K | 0.14% | −145−3.4% | Reduced |
| Truvestments Capital LLC | 4,138 | $391.0K | 0.23% | +305+8.0% | Added |
| Enterprise Financial Services Corp | 4,140 | $391.0K | 0.08% | +359+9.5% | Added |
| L & S Advisors Inc | 4,149 | $392.0K | 0.07% | −3,138−43.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,152 | $392.0K | 0.15% | −277−6.3% | Reduced |
| Palisade Asset Management, LLC | 4,152 | $392.0K | 0.05% | +240+6.1% | Added |
| WealthBridge Capital Management, LLC | 4,158 | $393.0K | 0.17% | −928−18.2% | Reduced |
| Copperwynd Financial, LLC | 4,166 | $393.0K | 0.23% | +93+2.3% | Added |
| Carolinas Wealth Consulting LLC | 14,750 | $393.0K | 0.10% | +11,175+312.6% | Added |
| Summit Asset Management, LLC | 4,167 | $393.0K | 0.12% | +855+25.8% | Added |
| Magnolia Capital Advisors LLC | 4,174 | $394.0K | 0.36% | −16,322−79.6% | Reduced |
| Monograph Wealth Advisors, LLC | 4,175 | $394.0K | 0.11% | −2,569−38.1% | Reduced |
| Barber Financial Group, Inc. | 4,173 | $394.0K | 0.06% | +230+5.8% | Added |
| Windsor Capital Management, LLC | 4,201 | $396.0K | 0.14% | −642−13.3% | Reduced |
| Royal Fund Management, LLC | 4,201 | $396.0K | 0.07% | +44+1.1% | Added |
| Northside Capital Management, LLC | 4,213 | $398.0K | 0.13% | +20.0% | Added |
| SBB Research Group LLC | 4,218 | $398.0K | 0.16% | +250+6.3% | Added |
| Security Financial Services, INC. | 4,230 | $399.0K | 0.13% | −33−0.8% | Reduced |
| Rock Creek Group, LP | 4,228 | $399.0K | 0.05% | +2,702+177.1% | Added |
| Gryphon Financial Partners LLC | 4,235 | $400.0K | 0.10% | −252−5.6% | Reduced |
| UMA Financial Services, Inc. | 3,766 | $400.0K | 0.12% | +359+10.5% | Added |
| First City Capital Management, Inc. | 4,244 | $401.0K | 0.25% | +353+9.1% | Added |
| Darwin Advisors, LLC | 3,831 | $401.0K | 0.08% | +1,263+49.2% | Added |
| Element Pointe Advisors, LLC | 4,286 | $405.0K | 0.17% | −2,521−37.0% | Reduced |
| IFG Advisors, LLC | 4,294 | $405.0K | 0.20% | −1,414−24.8% | Reduced |
| Charter Oak Capital Management, LLC | 4,295 | $405.0K | 0.06% | −54−1.2% | Reduced |
| Parcion Private Wealth LLC | 3,951 | $405.0K | 0.04% | +120+3.1% | Added |
| Tacita Capital Inc | 4,310 | $407.0K | 0.28% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 4,308 | $407.0K | 0.17% | +5+0.1% | Added |
| Crumly & Associates Inc. | 4,321 | $408.0K | 0.17% | −2,999−41.0% | Reduced |
| Retirement Income Solutions, Inc | 4,322 | $408.0K | 0.15% | −408−8.6% | Reduced |
| Apella Capital, LLC | 4,328 | $409.0K | 0.05% | +422+10.8% | Added |
| Meridian Wealth Advisors, LLC | 4,347 | $410.0K | 0.11% | −2,831−39.4% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,399 | $411.0K | 0.23% | +593+15.6% | Added |
| Traphagen Investment Advisors LLC | 4,364 | $412.0K | 0.08% | +759+21.1% | Added |
| CMG Global Holdings, LLC | 4,360 | $412.0K | 0.43% | −400−8.4% | Reduced |
| Bennett Selby Investments LP | 4,373 | $413.0K | 0.32% | −610−12.2% | Reduced |
| Insight Advisors, LLC | 3,824 | $413.0K | 0.14% | −350−8.4% | Reduced |
| Cairn Investment Group, Inc. | 4,375 | $413.0K | 0.32% | +4,375 | New |
| MJP Associates Inc | 4,380 | $414.0K | 0.12% | −531−10.8% | Reduced |
| Private Capital Management, LLC | 4,390 | $414.0K | 0.07% | +769+21.2% | Added |
| MPS Loria Financial Planners, LLC | 4,396 | $415.0K | 0.19% | −191−4.2% | Reduced |
| Tyler-Stone Wealth Management | 4,399 | $415.0K | 0.28% | −147−3.2% | Reduced |
| Clean Yield Group | 4,394 | $415.0K | 0.17% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 4,408 | $416.0K | 0.35% | −1,424−24.4% | Reduced |
| Ellevest, Inc. | 4,412 | $416.0K | 0.04% | −1,025−18.9% | Reduced |
| MBA Advisors LLC | 4,408 | $416.0K | 0.29% | −393−8.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,406 | $416.0K | 0.24% | +183+4.3% | Added |
| First Affirmative Financial Network | 4,421 | $417.0K | 0.47% | −182−4.0% | Reduced |
| Probity Advisors, Inc. | 4,422 | $417.0K | 0.10% | +43+1.0% | Added |
| Zhang Financial LLC | 4,415 | $417.0K | 0.07% | +457+11.5% | Added |
| Mason & Associates Inc | 4,429 | $418.0K | 0.15% | −22,753−83.7% | Reduced |
| 1620 Investment Advisors, Inc. | 4,425 | $418.0K | 0.58% | +319+7.8% | Added |
| Laraway Financial Inc | 4,430 | $418.0K | 0.44% | −200−4.3% | Reduced |
| Diversified, LLC | 4,436 | $419.0K | 0.17% | −101−2.2% | Reduced |
| Private Capital Management LLC | 3,055 | $419.0K | 0.13% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 4,444 | $419.0K | 0.03% | +2,600+141.0% | Added |
| Connecticut Wealth Management, LLC | 4,450 | $420.0K | 0.04% | −2,193−33.0% | Reduced |
| First National Bank of South Miami | 4,463 | $421.0K | 0.29% | −931−17.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 4,475 | $422.0K | 0.05% | +65+1.5% | Added |
| Annapolis Financial Services, LLC | 4,489 | $424.0K | 0.15% | −2,782−38.3% | Reduced |
| Sweet Financial Partners, LLC | 4,494 | $424.0K | 0.13% | −5−0.1% | Reduced |
| Unio Capital LLC | 4,500 | $425.0K | 0.24% | −35,618−88.8% | Reduced |
| Paragon Capital Management Ltd | 4,505 | $425.0K | 0.12% | −665−12.9% | Reduced |
| Hall Kathryn A. | 4,504 | $425.0K | 0.16% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,500 | $425.0K | 0.15% | 00.0% | Unchanged |