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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 37,197 | $3.51M | 0.28% | +1,137+3.2% | Added |
| Buckingham Strategic Wealth, LLC | 37,072 | $3.50M | 0.07% | −2,447−6.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 37,062 | $3.50M | 1.07% | −569−1.5% | 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 |
| Brookstone Capital Management | 36,405 | $3.49M | 0.08% | −5,830−13.8% | Reduced |
| Empirical Finance, LLC | 36,957 | $3.49M | 0.44% | +1,600+4.5% | Added |
| Canandaigua National Corp | 36,786 | $3.47M | 0.62% | −3,723−9.2% | Reduced |
| Northstar Group, Inc. | 36,641 | $3.46M | 1.00% | +1,355+3.8% | Added |
| HBW Advisory Services LLC | 36,267 | $3.46M | 0.94% | +19,141+111.8% | Added |
| Allen Investment Management LLC | 36,525 | $3.45M | 0.06% | +25+0.1% | Added |
| 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 |
| Engineers Gate Manager LP | 36,487 | $3.44M | 0.13% | +24,431+202.6% | Added |
| Desjardins Global Asset Management Inc. | 36,274 | $3.42M | 0.45% | −14,810−29.0% | Reduced |
| Perkins Coie Trust Co | 36,234 | $3.42M | 1.25% | +1,378+4.0% | Added |
| Family Management Corp | 36,231 | $3.42M | 0.97% | −1,603−4.2% | Reduced |
| Clear Harbor Asset Management, LLC | 36,215 | $3.42M | 0.46% | +6,363+21.3% | Added |
| Wealthcare Advisory Partners LLC | 36,207 | $3.42M | 0.21% | +3,503+10.7% | Added |
| Varma Mutual Pension Insurance Co | 36,143 | $3.41M | 0.05% | +16,858+87.4% | Added |
| Journey Advisory Group, LLC | 32,076 | $3.41M | 0.78% | −527−1.6% | Reduced |
| Oak Family Advisors, LLC | 36,077 | $3.41M | 1.99% | +33,759+1,456.4% | Added |
| Independent Financial Group, LLC | 36,040 | $3.40M | 0.36% | −3,781−9.5% | Reduced |
| Logan Capital Management Inc | 35,835 | $3.38M | 0.19% | −102−0.3% | Reduced |
| Meridian Wealth Management, LLC | 35,833 | $3.38M | 0.28% | +5,113+16.6% | Added |
| Heritage Trust Co | 35,813 | $3.38M | 0.55% | −853−2.3% | Reduced |
| Apollon Wealth Management, LLC | 35,495 | $3.35M | 0.28% | −12,414−25.9% | Reduced |
| Gs Investments, Inc. | 31,961 | $3.35M | 1.92% | +900+2.9% | Added |
| Prentice Capital Management, LP | 35,452 | $3.35M | 1.37% | +35,452 | New |
| Middleton & Co Inc | 35,377 | $3.34M | 0.43% | +150+0.4% | Added |
| Webster Bank, N. A. | 35,269 | $3.33M | 0.45% | −479−1.3% | Reduced |
| Boenning & Scattergood, Inc. | 35,261 | $3.33M | 0.63% | +2,942+9.1% | Added |
| Guardian Capital LP | 35,261 | $3.33M | 0.10% | +6,505+22.6% | Added |
| Raab & Moskowitz Asset Management LLC | 35,224 | $3.33M | 1.30% | +2,884+8.9% | Added |
| Northwest Bancshares, Inc. | 35,213 | $3.32M | 0.75% | +2,500+7.6% | Added |
| Alpine Woods Capital Investors, LLC | 35,212 | $3.32M | 0.42% | +5,952+20.3% | Added |
| Pinpoint Asset Management Ltd | 35,200 | $3.32M | 1.37% | −14,200−28.7% | Reduced |
| AMG National Trust Bank | 32,405 | $3.31M | 0.12% | −1,532−4.5% | Reduced |
| Institute for Wealth Management, LLC. | 35,070 | $3.31M | 0.66% | +1,844+5.5% | Added |
| Westwood Holdings Group Inc. | 35,040 | $3.31M | 0.04% | −113,732−76.4% | Reduced |
| Moody National Bank Trust Division | 35,034 | $3.31M | 0.35% | +2,303+7.0% | Added |
| Arrow Financial Corp | 35,012 | $3.31M | 0.45% | −425−1.2% | Reduced |
| Mandatum Life Insurance Co Ltd | 34,943 | $3.30M | 0.74% | +2,474+7.6% | Added |
| Quest Investment Management LLC | 34,951 | $3.30M | 0.39% | +6,992+25.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 34,907 | $3.29M | 0.14% | −7,460−17.6% | Reduced |
| First Citizens Bank & Trust Co | 34,903 | $3.29M | 0.12% | +3,937+12.7% | Added |
| NZS Capital, LLC | 34,861 | $3.29M | 0.35% | −157,192−81.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 34,799 | $3.29M | 0.14% | +5,752+19.8% | Added |
| Bender Robert & Associates | 34,787 | $3.28M | 1.26% | −550−1.6% | Reduced |
| Welch Group, LLC | 34,647 | $3.27M | 0.20% | +4,983+16.8% | Added |
| McDonald Partners LLC | 34,594 | $3.27M | 0.83% | −1,452−4.0% | Reduced |
| AlphaCrest Capital Management LLC | 34,467 | $3.25M | 0.16% | −7,662−18.2% | Reduced |
| Addison Capital Co | 34,421 | $3.25M | 1.90% | −372−1.1% | Reduced |
| First Interstate Bank | 34,266 | $3.23M | 0.24% | −5,346−13.5% | Reduced |
| Whalerock Point Partners, LLC | 34,264 | $3.23M | 1.37% | +1,386+4.2% | Added |
| Essex LLC | 34,252 | $3.23M | 1.00% | +760+2.3% | Added |
| Jag Capital Management, LLC | 34,242 | $3.23M | 0.40% | +3,266+10.5% | Added |
| Mark Stevens | 34,233 | $3.23M | 0.42% | −73−0.2% | Reduced |
| Townsend Asset Management Corp | 34,127 | $3.22M | 1.66% | −885−2.5% | Reduced |
| First Hawaiian Bank | 34,029 | $3.21M | 0.12% | +1,835+5.7% | Added |
| Baker Ellis Asset Management LLC | 33,991 | $3.21M | 0.67% | −446−1.3% | Reduced |
| IHT Wealth Management, LLC | 33,938 | $3.20M | 0.28% | −6,747−16.6% | Reduced |
| Endurance Wealth Management, Inc. | 33,910 | $3.20M | 0.49% | −522−1.5% | Reduced |
| Brick & Kyle, Associates | 34,105 | $3.20M | 1.79% | −433−1.3% | Reduced |
| Prospera Financial Services Inc | 33,827 | $3.19M | 0.16% | −6,629−16.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 33,839 | $3.19M | 1.98% | +1,458+4.5% | Added |
| Nixon Peabody Trust Co | 33,755 | $3.19M | 1.44% | −936−2.7% | Reduced |
| Weil Company, Inc. | 33,751 | $3.19M | 1.79% | +3,688+12.3% | Added |
| HRT Financial LP | 33,760 | $3.19M | 0.03% | +22,624+203.2% | Added |
| Greenleaf Trust | 33,736 | $3.19M | 0.05% | −618−1.8% | Reduced |
| Boyar Asset Management Inc. | 33,688 | $3.18M | 2.62% | −1,165−3.3% | Reduced |
| Notis-McConarty Edward | 33,596 | $3.17M | 1.32% | +974+3.0% | Added |
| Univest Financial Corp | 33,532 | $3.17M | 1.03% | +1,437+4.5% | Added |
| Profund Advisors LLC | 33,393 | $3.15M | 0.20% | −7,285−17.9% | Reduced |
| KLCM Advisors, Inc. | 33,368 | $3.15M | 0.70% | +343+1.0% | Added |
| FRG Family Wealth Advisors LLC | 33,363 | $3.15M | 0.73% | −4,587−12.1% | Reduced |
| Abbrea Capital, LLC | 33,360 | $3.15M | 0.52% | −2,501−7.0% | Reduced |
| FDx Advisors, Inc. | 33,305 | $3.14M | 0.12% | −63−0.2% | Reduced |
| CenterBook Partners LP | 33,295 | $3.14M | 0.67% | +11,630+53.7% | Added |
| RB Capital Management, LLC | 33,276 | $3.14M | 1.17% | +1,028+3.2% | Added |
| Sumitomo Life Insurance Co | 33,233 | $3.14M | 0.09% | +656+2.0% | Added |
| Brighton Jones LLC | 33,219 | $3.14M | 0.18% | −1,426−4.1% | Reduced |
| Radnor Capital Management, LLC | 33,184 | $3.13M | 0.86% | −83−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,260 | $3.13M | 0.32% | −403−1.2% | Reduced |
| Veriti Management LLC | 33,108 | $3.13M | 0.44% | −1,789−5.1% | Reduced |
| Redwood Investments, LLC | 33,101 | $3.13M | 0.35% | +1,367+4.3% | Added |
| Mitchell Capital Management Co | 33,013 | $3.12M | 0.87% | −760−2.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 33,013 | $3.12M | 0.05% | +6,979+26.8% | Added |
| Penobscot Investment Management Company, Inc. | 32,927 | $3.11M | 0.54% | −7,446−18.4% | Reduced |
| DuPont Capital Management Corp | 32,761 | $3.09M | 0.14% | −22,725−41.0% | Reduced |
| Laurel Wealth Advisors LLC | 32,732 | $3.09M | 0.76% | −6,375−16.3% | Reduced |
| Naples Global Advisors, LLC | 32,657 | $3.08M | 0.40% | −1,301−3.8% | Reduced |
| Stamos Capital Partners, L.P. | 32,590 | $3.08M | 0.93% | +32,590 | New |
| American Trust | 32,431 | $3.06M | 0.25% | −2,249−6.5% | Reduced |
| Gardner Lewis Asset Management L P | 32,338 | $3.05M | 0.64% | 00.0% | Unchanged |
| Palmer Knight Co | 32,277 | $3.05M | 2.89% | −335−1.0% | Reduced |
| Parallel Advisors, LLC | 32,167 | $3.04M | 0.14% | −58−0.2% | Reduced |
| Mirador Capital Partners LP | 32,101 | $3.03M | 0.72% | +4,365+15.7% | Added |
| M. Kraus & Co | 32,082 | $3.03M | 1.17% | −3,121−8.9% | Reduced |
| Legacy Advisors, LLC | 32,070 | $3.03M | 0.64% | +17,195+115.6% | Added |