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
- 3,015
- −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
- 1,416 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 |
|---|---|---|---|---|---|
| Altium Wealth Management LLC | 22,850 | $2.16M | 0.16% | −4,024−15.0% | Reduced |
| Kovack Advisors, Inc. | 22,768 | $2.15M | 0.28% | −1,073−4.5% | Reduced |
| Harbour Capital Advisors, LLC | 22,715 | $2.14M | 0.70% | +555+2.5% | Added |
| Sterling Investment Management, Inc. | 22,579 | $2.13M | 1.77% | +22,579 | New |
| Phraction Management LLC | 22,541 | $2.13M | 1.41% | +175+0.8% | Added |
| Bedel Financial Consulting, Inc. | 22,523 | $2.13M | 0.62% | −103−0.5% | Reduced |
| Kingdon Capital Management, L.L.C. | 22,500 | $2.12M | 0.57% | −7,500−25.0% | Reduced |
| Chicago Trust Co NA | 22,469 | $2.12M | 0.53% | −685−3.0% | Reduced |
| Peloton Wealth Strategists | 22,423 | $2.12M | 1.03% | −8,790−28.2% | Reduced |
| Pictet Bank & Trust Ltd | 22,421 | $2.12M | 1.46% | +430+2.0% | Added |
| Herbst Group, LLC | 21,997 | $2.12M | 1.67% | +200+0.9% | Added |
| Kistler-Tiffany Companies, LLC | 22,308 | $2.11M | 0.46% | +7,392+49.6% | Added |
| ICA Group Wealth Management, LLC | 17,469 | $2.10M | 0.39% | +95+0.5% | Added |
| Community Bank & Trust, Waco, Texas | 22,210 | $2.10M | 0.69% | +152+0.7% | Added |
| Wealth Alliance | 22,186 | $2.10M | 0.40% | +10,796+94.8% | Added |
| Stone Point Wealth LLC | 22,173 | $2.09M | 1.25% | +470+2.2% | Added |
| Cohen Lawrence B | 22,145 | $2.09M | 1.49% | +1,011+4.8% | Added |
| Baader Bank INC | 22,100 | $2.09M | 0.21% | +22,100 | New |
| ACG Wealth | 22,045 | $2.08M | 0.43% | +619+2.9% | Added |
| Meeder Asset Management Inc | 22,026 | $2.08M | 0.12% | −2,380−9.8% | Reduced |
| Essex Financial Services, Inc. | 22,014 | $2.08M | 0.23% | −833−3.6% | Reduced |
| Viking Fund Management LLC | 22,000 | $2.08M | 0.48% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 22,000 | $2.08M | 1.59% | +5,000+29.4% | Added |
| Sterneck Capital Management, LLC | 21,994 | $2.08M | 1.39% | +5,733+35.3% | Added |
| Thomas Story & Son LLC | 21,979 | $2.08M | 0.99% | −8,440−27.7% | Reduced |
| Harbour Investment Management LLC | 21,975 | $2.07M | 1.25% | −730−3.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 19,544 | $2.07M | 2.05% | −2,370−10.8% | Reduced |
| Acadian Asset Management LLC | 21,954 | $2.07M | 0.01% | −42,637−66.0% | Reduced |
| Lynch Asset Management, Inc. | 21,925 | $2.07M | 1.69% | +4,750+27.7% | Added |
| Strategic Financial Services, Inc, | 21,854 | $2.06M | 0.18% | −215−1.0% | Reduced |
| Morse Asset Management, Inc | 21,690 | $2.05M | 0.66% | −515−2.3% | Reduced |
| Harbour Investments, Inc. | 21,656 | $2.04M | 0.14% | +21,656 | New |
| Plimoth Trust Co LLC | 21,638 | $2.04M | 0.64% | −678−3.0% | Reduced |
| Carl P. Sherr & Co., LLC | 21,605 | $2.04M | 1.53% | +941+4.6% | Added |
| Estabrook Capital Management | 21,585 | $2.04M | 0.35% | −1,132−5.0% | Reduced |
| Cornerstone Wealth Management, LLC | 21,579 | $2.04M | 0.23% | +484+2.3% | Added |
| Hendershot Investments Inc. | 21,542 | $2.03M | 0.36% | 00.0% | Unchanged |
| Jacobsen Capital Management | 21,545 | $2.03M | 1.08% | +50+0.2% | Added |
| Nelson Capital Management, LLC | 21,527 | $2.03M | 0.56% | −955−4.2% | Reduced |
| Principle Wealth Partners LLC | 21,386 | $2.02M | 0.24% | −75−0.3% | Reduced |
| Kore Private Wealth LLC | 21,348 | $2.02M | 0.31% | +2,091+10.9% | Added |
| Watchman Group, Inc. | 21,291 | $2.01M | 1.24% | −301−1.4% | Reduced |
| Spreng Capital Management, Inc. | 20,955 | $2.01M | 1.50% | −2,926−12.3% | Reduced |
| Jasper Ridge Partners, L.P. | 21,254 | $2.01M | 0.12% | 00.0% | Unchanged |
| CX Institutional | 21,243 | $2.00M | 0.15% | +7,566+55.3% | Added |
| Summit X, LLC | 21,038 | $1.99M | 0.58% | +3,264+18.4% | Added |
| LGT Fund Management Co Ltd. | 21,059 | $1.99M | 0.29% | −208−1.0% | Reduced |
| Cantor Fitzgerald, L. P. | 21,034 | $1.99M | 0.04% | +21,034 | New |
| Knuff & Co LLC | 20,889 | $1.97M | 0.89% | −77−0.4% | Reduced |
| Summit Financial Group Inc | 20,860 | $1.97M | 0.76% | 00.0% | Unchanged |
| CV Advisors LLC | 20,833 | $1.96M | 1.86% | −3,265−13.5% | Reduced |
| Atlas Brown,Inc. | 20,792 | $1.96M | 0.93% | +862+4.3% | Added |
| Westover Capital Advisors, LLC | 20,728 | $1.96M | 0.72% | −12,434−37.5% | Reduced |
| Stonnington Group, LLC | 20,070 | $1.96M | 0.52% | +3,657+22.3% | Added |
| Dana Investment Advisors, Inc. | 20,639 | $1.95M | 0.10% | −77,904−79.1% | Reduced |
| Axxcess Wealth Management, LLC | 20,637 | $1.95M | 0.19% | −8,640−29.5% | Reduced |
| Brave Asset Management Inc | 20,614 | $1.95M | 0.87% | −12,944−38.6% | Reduced |
| Diamant Asset Management, Inc. | 20,571 | $1.94M | 1.75% | −523−2.5% | Reduced |
| Boltwood Capital Management | 20,551 | $1.94M | 0.84% | −676−3.2% | Reduced |
| Inscription Capital, LLC | 20,513 | $1.94M | 0.35% | +3,210+18.6% | Added |
| Focused Wealth Management, Inc | 20,488 | $1.93M | 0.35% | +417+2.1% | Added |
| Krilogy Financial LLC | 20,467 | $1.93M | 0.22% | +4,888+31.4% | Added |
| Kingfisher Capital LLC | 20,404 | $1.93M | 0.55% | +593+3.0% | Added |
| Lake Street Advisors Group, LLC | 20,395 | $1.93M | 0.14% | −1,807−8.1% | Reduced |
| Three Bridge Wealth Advisors, LLC | 20,350 | $1.92M | 0.94% | +5,500+37.0% | Added |
| Continuum Advisory, LLC | 22,478 | $1.92M | 0.35% | +1,094+5.1% | Added |
| Marietta Investment Partners LLC | 20,280 | $1.91M | 0.57% | +3,857+23.5% | Added |
| Regent Investment Management LLC | 20,263 | $1.91M | 0.53% | −21−0.1% | Reduced |
| Banco de Sabadell, S.A | 20,239 | $1.91M | 1.61% | −3,492−14.7% | Reduced |
| EPG Wealth Management LLC | 20,240 | $1.91M | 0.82% | −851−4.0% | Reduced |
| Lincluden Management Ltd | 20,241 | $1.91M | 0.21% | +5,018+33.0% | Added |
| Audent Global Asset Management, LLC | 20,187 | $1.91M | 1.71% | −2,041−9.2% | Reduced |
| YorkBridge Wealth Partners, LLC | 20,182 | $1.91M | 0.50% | +2,720+15.6% | Added |
| Foundations Investment Advisors, LLC | 19,830 | $1.91M | 0.08% | +10,410+110.5% | Added |
| Rowland & Co Investment Counsel | 20,174 | $1.90M | 0.49% | −6,806−25.2% | Reduced |
| Monarch Capital Management Inc | 20,132 | $1.90M | 0.57% | +1,390+7.4% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $1.90M | 2.03% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 20,247 | $1.90M | 1.06% | −692−3.3% | Reduced |
| Ceera Investments, LLC | 20,096 | $1.90M | 1.08% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 20,052 | $1.89M | 0.47% | −141−0.7% | Reduced |
| Gimbel Daniel Scott | 20,000 | $1.89M | 0.77% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 20,002 | $1.89M | 0.73% | +151+0.8% | Added |
| Anson Funds Management LP | 20,000 | $1.89M | 0.27% | +10,000+100.0% | Added |
| Butensky & Cohen Financial Security, Inc | 19,950 | $1.88M | 0.77% | +80+0.4% | Added |
| Spirit of America Management Corp | 19,950 | $1.88M | 0.43% | +1,000+5.3% | Added |
| Waycross Partners, LLC | 19,934 | $1.88M | 1.25% | −41−0.2% | Reduced |
| GSB Wealth Management, LLC | 19,918 | $1.88M | 0.64% | +5,745+40.5% | Added |
| Kornitzer Capital Management Inc | 19,865 | $1.88M | 0.04% | −12,139−37.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 19,858 | $1.88M | 0.17% | −302−1.5% | Reduced |
| Private Wealth Advisors | 15,919 | $1.87M | 0.70% | +7,830+96.8% | Added |
| World Equity Group, Inc. | 19,850 | $1.87M | 0.47% | −119−0.6% | Reduced |
| Resonant Capital Advisors, LLC | 19,828 | $1.87M | 0.29% | +756+4.0% | Added |
| NVWM, LLC | 19,817 | $1.87M | 0.73% | +5,745+40.8% | Added |
| Selway Asset Management | 19,810 | $1.87M | 1.04% | +19,810 | New |
| Scott & Selber, Inc. | 19,798 | $1.87M | 0.85% | −1,341−6.3% | Reduced |
| Chemistry Wealth Management LLC | 19,789 | $1.87M | 0.72% | −297−1.5% | Reduced |
| RFG Advisory, LLC | 17,522 | $1.87M | 0.11% | +5,251+42.8% | Added |
| Next Level Private LLC | 19,789 | $1.87M | 0.72% | +19,789 | New |
| Abbot Financial Management, Inc. | 19,774 | $1.87M | 1.13% | −2,669−11.9% | Reduced |
| NTV Asset Management LLC | 19,773 | $1.87M | 0.37% | +550+2.9% | Added |