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
- −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
- 1,417 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 | 3,179 | $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 |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 44,196 | $4.17M | 0.07% | −2,275−4.9% | Reduced |
| Check Capital Management Inc | 44,026 | $4.16M | 0.41% | −1,910−4.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 43,906 | $4.14M | 0.23% | −721−1.6% | Reduced |
| Donaldson Capital Management, LLC | 43,822 | $4.14M | 0.21% | −2,472−5.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 43,794 | $4.13M | 0.64% | −338−0.8% | Reduced |
| Hunter Associates Investment Management LLC | 43,833 | $4.13M | 1.02% | +23,633+117.0% | Added |
| Marsico Capital Management LLC | 43,623 | $4.12M | 0.20% | −436,798−90.9% | Reduced |
| Sycomore Asset Management | 42,850 | $4.11M | 0.96% | +33,350+351.1% | Added |
| Gotham Asset Management, LLC | 43,498 | $4.11M | 0.13% | +2,025+4.9% | Added |
| Violich Capital Management, Inc. | 43,479 | $4.10M | 0.72% | −905−2.0% | Reduced |
| Motley Fool Asset Management LLC | 42,153 | $4.10M | 0.39% | −3,052−6.8% | Reduced |
| Texas Yale Capital Corp. | 43,260 | $4.08M | 0.26% | −853−1.9% | Reduced |
| Annex Advisory Services, LLC | 43,190 | $4.08M | 0.29% | −40,580−48.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 43,063 | $4.07M | 0.53% | +41,083+2,074.9% | Added |
| Montag A & Associates Inc | 42,903 | $4.05M | 0.26% | −23,392−35.3% | 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 |
| Ameritas Advisory Services, LLC | 42,817 | $4.04M | 0.23% | −4,500−9.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 42,088 | $4.03M | 0.74% | 00.0% | Unchanged |
| Farmers Trust Co | 42,509 | $4.01M | 0.96% | +1,243+3.0% | Added |
| Moreno Evelyn V | 42,497 | $4.01M | 0.94% | +4,740+12.6% | Added |
| Rossmore Private Capital | 42,389 | $4.00M | 0.69% | +43+0.1% | Added |
| Altrafin AG | 42,379 | $4.00M | 2.16% | +1,300+3.2% | Added |
| Vestcor Inc | 42,369 | $4.00M | 0.15% | +13,617+47.4% | Added |
| Arlington Partners LLC | 42,255 | $3.99M | 1.32% | +8,032+23.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 42,183 | $3.98M | 1.87% | +1,391+3.4% | Added |
| Squarepoint Ops LLC | 42,152 | $3.98M | 0.04% | −389,732−90.2% | Reduced |
| United Asset Strategies, Inc. | 42,061 | $3.97M | 0.58% | −12,412−22.8% | 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 |
| Essex Investment Management Co LLC | 41,825 | $3.95M | 0.64% | −1,662−3.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 41,807 | $3.95M | 0.47% | +1,011+2.5% | Added |
| Dynamic Advisor Solutions LLC | 41,783 | $3.94M | 0.30% | −1,252−2.9% | Reduced |
| Yost Capital Management, LP | 41,776 | $3.94M | 4.61% | −18,700−30.9% | Reduced |
| Adell Harriman & Carpenter Inc | 41,761 | $3.94M | 0.48% | −4,128−9.0% | Reduced |
| 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 |
| Guardian Capital Advisors LP | 42,870 | $3.94M | 0.45% | +1,310+3.2% | Added |
| Wallington Asset Management, LLC | 41,662 | $3.93M | 0.80% | +260+0.6% | Added |
| First Horizon Advisors, Inc. | 41,624 | $3.93M | 0.14% | −157−0.4% | Reduced |
| Goelzer Investment Management, Inc. | 41,449 | $3.91M | 0.38% | +19,704+90.6% | Added |
| Hamilton Wealth, LLC | 41,420 | $3.91M | 1.53% | +41,420 | New |
| Andra AP-fonden | 41,400 | $3.91M | 0.11% | +41,400 | New |
| Resources Management Corp | 41,324 | $3.90M | 0.63% | −1,337−3.1% | Reduced |
| Strategic Advisors LLC | 41,079 | $3.88M | 0.81% | −90.0% | Reduced |
| Itau Unibanco Holding S.A. | 41,045 | $3.88M | 0.14% | +35,781+679.7% | Added |
| Cramer Rosenthal McGlynn LLC | 40,921 | $3.86M | 0.18% | +3,680+9.9% | Added |
| Meyer Handelman Co | 40,791 | $3.85M | 0.17% | +1,730+4.4% | Added |
| 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 |
| Balyasny Asset Management LLC | 40,676 | $3.84M | 0.02% | −4,005−9.0% | Reduced |
| Charter Trust Co | 40,654 | $3.84M | 0.31% | +10,899+36.6% | Added |
| Oak Harvest Investment Services | 40,580 | $3.83M | 1.03% | −4,209−9.4% | 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 |
| 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 |
| Boston Trust Walden Corp | 40,506 | $3.82M | 0.04% | −26,187−39.3% | Reduced |
| Strategic Wealth Designers | 40,476 | $3.82M | 0.96% | +3,328+9.0% | Added |
| Jeppson Wealth Management, LLC | 40,357 | $3.81M | 1.64% | +6,616+19.6% | Added |
| Icapital Wealth LLC | 40,328 | $3.81M | 2.42% | −25,927−39.1% | Reduced |
| Wealth Advisory Solutions, LLC | 40,239 | $3.80M | 0.93% | −889−2.2% | Reduced |
| Great Valley Advisor Group, Inc. | 40,236 | $3.80M | 0.21% | −743−1.8% | Reduced |
| Culbertson A N & Co Inc | 40,223 | $3.80M | 0.82% | −652−1.6% | Reduced |
| Beta Wealth Group, Inc. | 40,210 | $3.80M | 2.55% | +6,626+19.7% | Added |
| Birch Hill Investment Advisors LLC | 40,037 | $3.78M | 0.24% | −7,255−15.3% | Reduced |
| Epoch Investment Partners, Inc. | 40,007 | $3.78M | 0.02% | −1,569−3.8% | Reduced |
| Family Capital Trust Co | 39,989 | $3.77M | 1.50% | +3,055+8.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 39,845 | $3.76M | 2.01% | +342+0.9% | Added |
| Bridge Creek Capital Management LLC | 39,750 | $3.75M | 1.53% | +5,077+14.6% | Added |
| North Star Investment Management Corp. | 39,609 | $3.74M | 0.34% | +3,812+10.6% | Added |
| Mount Yale Investment Advisors, LLC | 39,475 | $3.73M | 0.47% | +1,810+4.8% | Added |
| Permanens Capital L.P. | 39,297 | $3.71M | 0.75% | 00.0% | Unchanged |
| WMS Partners, LLC | 39,256 | $3.71M | 0.58% | −227−0.6% | Reduced |
| DCM Advisors, LLC | 39,185 | $3.70M | 1.60% | +6,024+18.2% | Added |
| Xcel Wealth Management, LLC | 39,157 | $3.70M | 1.35% | +9,896+33.8% | Added |
| Lynch & Associates | 39,058 | $3.69M | 1.00% | −1,137−2.8% | Reduced |
| Edgestream Partners, L.P. | 38,782 | $3.66M | 0.29% | +38,782 | New |
| CMH Wealth Management LLC | 38,768 | $3.66M | 1.32% | −10,656−21.6% | Reduced |
| Mission Wealth Management, LP | 38,752 | $3.66M | 0.19% | −1,080−2.7% | Reduced |
| Fishman Jay A Ltd | 38,576 | $3.64M | 0.50% | −11,725−23.3% | Reduced |
| We Are One Seven, LLC | 38,478 | $3.63M | 0.50% | −14,715−27.7% | Reduced |
| Chartwell Investment Partners, LLC | 38,443 | $3.63M | 0.15% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 38,316 | $3.62M | 0.24% | −44,201−53.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 38,294 | $3.62M | 1.43% | +215+0.6% | Added |
| Act Two Investors LLC | 38,222 | $3.61M | 3.40% | +23,217+154.7% | Added |
| Park Avenue Securities LLC | 38,063 | $3.59M | 0.07% | +3,765+11.0% | Added |
| Taylor Wealth Management Partners | 38,028 | $3.59M | 2.04% | −4,883−11.4% | Reduced |
| Sicart Associates LLC | 37,822 | $3.57M | 1.11% | +3,422+9.9% | Added |
| V2 Financial group LLC | 37,727 | $3.56M | 2.87% | +24,349+182.0% | Added |
| Account Management LLC | 37,703 | $3.56M | 4.34% | −200−0.5% | Reduced |
| Stoneridge Investment Partners LLC | 37,581 | $3.55M | 1.95% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 37,458 | $3.54M | 1.59% | −20−0.1% | Reduced |
| Kavar Capital Partners Group, LLC | 37,428 | $3.53M | 0.82% | +547+1.5% | Added |
| Marble Harbor Investment Counsel, LLC | 37,377 | $3.53M | 0.54% | +4,594+14.0% | Added |
| Diligent Investors, LLC | 37,357 | $3.53M | 1.21% | +1,161+3.2% | Added |
| Ironwood Investment Counsel, LLC | 37,314 | $3.52M | 0.99% | +3,604+10.7% | Added |
| Wells Trecaso Financial Group, LLC | 37,275 | $3.52M | 1.82% | +228+0.6% | Added |
| Fruth Investment Management | 24,925 | $3.51M | 0.96% | +10.0% | Added |