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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 5,411 | $511.0K | 0.10% | −207−3.7% | Reduced |
| Wealth Architects, LLC | 5,415 | $511.0K | 0.10% | +28+0.5% | Added |
| Sigma Investment Counselors Inc | 5,429 | $513.0K | 0.04% | −99−1.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 5,437 | $513.0K | 0.37% | −50−0.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,430 | $513.0K | 0.16% | −57−1.0% | Reduced |
| Cribstone Capital Management, LLC | 5,439 | $513.0K | 0.32% | +668+14.0% | Added |
| Athena Investment Management | 5,447 | $514.0K | 0.41% | +1,856+51.7% | Added |
| Wellington Shields Capital Management, LLC | 5,458 | $515.0K | 0.06% | −16,145−74.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,460 | $515.0K | 0.07% | −586−9.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,465 | $516.0K | 0.32% | −17−0.3% | Reduced |
| Maple Capital Management, Inc. | 5,473 | $517.0K | 0.07% | −383−6.5% | Reduced |
| MTM Investment Management, LLC | 5,378 | $517.0K | 0.28% | −165−3.0% | Reduced |
| Aptus Capital Advisors, LLC | 5,488 | $518.0K | 0.02% | −33,173−85.8% | Reduced |
| Claraphi Advisory Network, LLC | 5,491 | $518.0K | 0.18% | −469−7.9% | Reduced |
| Lumina Fund Management LLC | 5,500 | $519.0K | 0.26% | 00.0% | Unchanged |
| Foster Group, Inc. | 5,501 | $519.0K | 0.04% | +481+9.6% | Added |
| Financial Perspectives, Inc | 5,498 | $519.0K | 0.29% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 5,516 | $520.7K | 0.27% | −47−0.8% | Reduced |
| Center for Financial Planning, Inc. | 5,522 | $521.0K | 0.13% | −561−9.2% | Reduced |
| Foster & Motley Inc | 5,515 | $521.0K | 0.05% | −110−2.0% | Reduced |
| First National Bank of Hutchinson | 5,541 | $523.0K | 0.39% | −59−1.1% | Reduced |
| Advisory Alpha, LLC | 5,553 | $524.0K | 0.04% | +1,921+52.9% | Added |
| Waypoint Capital Advisors, LLC | 5,594 | $528.0K | 0.24% | −945−14.5% | Reduced |
| Tru Independence Asset Management 2, LLC | 5,598 | $529.0K | 0.44% | −82−1.4% | Reduced |
| Capital City Trust Co | 5,604 | $529.0K | 0.17% | +117+2.1% | Added |
| Wealth Management Partners, LLC | 6,000 | $531.0K | 0.47% | 00.0% | Unchanged |
| LCM Capital Management Inc | 5,625 | $531.0K | 0.52% | −47−0.8% | Reduced |
| Acorn Wealth Advisors, LLC | 5,633 | $532.0K | 0.42% | +300+5.6% | Added |
| Pacific Sun Financial Corp | 5,643 | $533.0K | 0.35% | +375+7.1% | Added |
| KRS Capital Management, LLC | 5,676 | $535.0K | 0.76% | +220+4.0% | Added |
| Corundum Group, Inc. | 5,685 | $537.0K | 0.36% | +763+15.5% | Added |
| American State Bank (Iowa) | 5,706 | $538.6K | 0.43% | +755+15.2% | Added |
| DF Dent & Co Inc | 5,709 | $539.0K | 0.01% | −154−2.6% | Reduced |
| PDS Planning, Inc | 5,718 | $540.0K | 0.10% | −478−7.7% | Reduced |
| AlphaStar Capital Management, LLC | 5,736 | $541.0K | 0.05% | −4,168−42.1% | Reduced |
| Citizens & Northern Corp | 5,728 | $541.0K | 0.24% | −1,149−16.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 5,265 | $541.0K | 0.24% | −2,090−28.4% | Reduced |
| Thompson Investment Management, Inc. | 5,731 | $541.0K | 0.09% | +500+9.6% | Added |
| Argent Capital Management LLC | 5,745 | $542.0K | 0.02% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 5,749 | $543.0K | 0.58% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 5,763 | $544.0K | 0.38% | +680+13.4% | Added |
| Aspen Investment Management Inc | 5,772 | $545.0K | 0.34% | −833−12.6% | Reduced |
| Fiera Capital Corp | 5,787 | $546.0K | 0.00% | +244+4.4% | Added |
| Valmark Advisers, Inc. | 5,789 | $546.0K | 0.01% | +397+7.4% | Added |
| Safeguard Investment Advisory Group, LLC | 3,984 | $546.0K | 0.34% | 00.0% | Unchanged |
| Atom Investors LP | 5,781 | $546.0K | 0.24% | +5,781 | New |
| First Heartland Consultants, Inc. | 5,810 | $548.0K | 0.09% | −218−3.6% | Reduced |
| Wilkins Investment Counsel Inc | 5,800 | $548.0K | 0.15% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 5,793 | $548.0K | 0.40% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 5,800 | $548.0K | 0.19% | +3,000+107.1% | Added |
| TCI Wealth Advisors, Inc. | 5,835 | $551.0K | 0.08% | +810+16.1% | Added |
| Wambolt & Associates, LLC | 5,848 | $552.0K | 0.22% | −280−4.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,844 | $552.0K | 0.04% | −217−3.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 5,866 | $553.0K | 0.14% | +15+0.3% | Added |
| Signature Wealth Management Partners, LLC | 5,868 | $554.0K | 0.57% | +350+6.3% | Added |
| Barton Investment Management | 5,879 | $555.0K | 0.11% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 5,716 | $556.0K | 0.28% | +1,008+21.4% | Added |
| Youngs Advisory Group, Inc. | 5,906 | $558.0K | 0.34% | +229+4.0% | Added |
| Eclectic Associates Inc | 5,912 | $558.0K | 0.37% | +260+4.6% | Added |
| Parkside Financial Bank & Trust | 5,943 | $561.0K | 0.17% | +166+2.9% | Added |
| PSI Advisors, LLC | 5,950 | $562.0K | 0.28% | +415+7.5% | Added |
| Delta Investment Management, LLC | 5,964 | $563.0K | 0.26% | −85−1.4% | Reduced |
| Alhambra Investment Partners LLC | 5,971 | $564.0K | 0.41% | −58−1.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,980 | $564.0K | 0.19% | +470+8.5% | Added |
| Blodgett Wealth Advisors, LLC | 5,984 | $565.0K | 0.63% | −3,285−35.4% | Reduced |
| Hallmark Capital Management Inc | 5,986 | $565.0K | 0.05% | −1,724−22.4% | Reduced |
| Regents of the University of California | 6,000 | $566.0K | 0.11% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 5,995 | $566.0K | 0.15% | +1,085+22.1% | Added |
| Saturna Capital CORP | 6,000 | $566.0K | 0.01% | +3,400+130.8% | Added |
| Inlet Private Wealth, LLC | 6,006 | $567.0K | 0.16% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 6,017 | $568.0K | 0.41% | −250−4.0% | Reduced |
| Corton Capital Inc. | 6,020 | $568.0K | 0.54% | +3,274+119.2% | Added |
| Atticus Wealth Management, LLC | 6,028 | $569.0K | 0.24% | −2,238−27.1% | Reduced |
| PAX Financial Group, LLC | 6,030 | $569.0K | 0.14% | +859+16.6% | Added |
| Accretive Wealth Partners, LLC | 6,051 | $571.0K | 0.41% | −224−3.6% | Reduced |
| Avestar Capital, LLC | 6,054 | $571.0K | 0.16% | −31−0.5% | Reduced |
| Addison Advisors LLC | 6,076 | $574.0K | 0.35% | −475−7.3% | Reduced |
| SkyOak Wealth, LLC | 6,080 | $574.0K | 0.20% | +1,000+19.7% | Added |
| Arthur M. Cohen & Associates, LLC | 6,093 | $575.0K | 0.14% | −1,215−16.6% | Reduced |
| Harvey Investment Co LLC | 6,088 | $575.0K | 0.08% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 6,104 | $576.0K | 0.05% | +56+0.9% | Added |
| Granger Management LLC | 6,097 | $576.0K | 0.19% | +491+8.8% | Added |
| Morton Capital Management LLC | 6,147 | $580.3K | 0.25% | −275−4.3% | Reduced |
| Berkeley Capital Partners, LLC | 6,154 | $581.0K | 0.24% | −149−2.4% | Reduced |
| Viewpoint Capital Management LLC | 6,159 | $581.0K | 0.54% | +610+11.0% | Added |
| GAM Holding AG | 6,193 | $584.0K | 0.04% | −9,590−60.8% | Reduced |
| Secure Asset Management, LLC | 6,199 | $585.0K | 0.32% | −684−9.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,205 | $586.0K | 0.31% | −310−4.8% | Reduced |
| Amplius Wealth Advisors, LLC | 6,225 | $587.0K | 0.09% | −3,771−37.7% | Reduced |
| Keeley-Teton Advisors, LLC | 6,216 | $587.0K | 0.07% | +1,850+42.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,246 | $590.0K | 0.29% | +52+0.8% | Added |
| Simon Quick Advisors, LLC | 5,536 | $590.0K | 0.08% | +1,985+55.9% | Added |
| Prosperity Consulting Group, LLC | 6,260 | $591.0K | 0.51% | −158−2.5% | Reduced |
| Summit Financial Strategies, Inc. | 6,273 | $592.0K | 0.14% | −212−3.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,267 | $592.0K | 0.58% | −72−1.1% | Reduced |
| Cornerstone National Bank & Trust Co | 6,273 | $592.2K | 0.30% | +304+5.1% | Added |
| Beacon Financial Advisory LLC | 6,327 | $597.0K | 0.34% | −74−1.2% | Reduced |
| Avenir Corp | 6,340 | $598.0K | 0.06% | −150−2.3% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 6,341 | $598.0K | 0.23% | +81+1.3% | Added |
| Silver Oak Securities, Inc | 5,836 | $599.0K | 0.13% | +78+1.4% | Added |