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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 10,179 | $961.0K | 0.14% | −1,091−9.7% | Reduced |
| Garrison Point Advisors, LLC | 10,183 | $961.0K | 0.80% | −396−3.7% | Reduced |
| CPWM, LLC | 10,168 | $960.0K | 0.09% | −4,926−32.6% | Reduced |
| Vista Investment Management | 10,146 | $958.0K | 0.58% | +1,831+22.0% | Added |
| Second Half Financial Partners, LLC | 5,186 | $957.0K | 0.76% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 10,114 | $955.0K | 0.22% | −2,292−18.5% | Reduced |
| Eqis Capital Management, Inc. | 10,108 | $954.2K | 0.10% | −1,703−14.4% | Reduced |
| Salvus Wealth Management, LLC | 10,094 | $953.0K | 0.85% | −96−0.9% | Reduced |
| Columbia Trust Co 01012016 | 10,089 | $952.0K | 0.51% | +622+6.6% | Added |
| Prelude Capital Management, LLC | 10,086 | $952.0K | 0.05% | +10,086 | New |
| Indiana Trust & Investment Management CO | 10,059 | $950.0K | 0.53% | −560−5.3% | Reduced |
| Capital Advisors Inc | 10,067 | $950.0K | 0.03% | +383+4.0% | Added |
| Pure Financial Advisors, Inc. | 10,068 | $950.0K | 0.06% | +973+10.7% | Added |
| TriaGen Wealth Management LLC | 10,044 | $948.0K | 0.67% | +21+0.2% | Added |
| MONECO Advisors, LLC | 10,043 | $948.0K | 0.37% | +1,844+22.5% | Added |
| Waterfront Wealth Inc. | 10,033 | $947.0K | 0.38% | −802−7.4% | Reduced |
| Strategic Blueprint, LLC | 10,036 | $947.0K | 0.12% | +1,255+14.3% | Added |
| Alight Capital Management LP | 10,000 | $944.0K | 1.05% | −5,000−33.3% | Reduced |
| Guardian Investment Management | 10,000 | $944.0K | 0.82% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 9,979 | $942.0K | 0.42% | +1,430+16.7% | Added |
| Altus Wealth Group LLC | 5,568 | $942.0K | 0.94% | −443−7.4% | Reduced |
| FLC Capital Advisors | 9,902 | $935.0K | 0.31% | +2,466+33.2% | Added |
| AXS Investments LLC | 9,908 | $935.0K | 0.33% | +7,755+360.2% | Added |
| Visionary Wealth Advisors | 9,883 | $933.0K | 0.08% | −1,227−11.0% | Reduced |
| LexAurum Advisors, LLC | 9,888 | $933.0K | 0.35% | −1,075−9.8% | Reduced |
| Symmetry Partners, LLC | 9,879 | $933.0K | 0.06% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 9,863 | $931.0K | 0.53% | +411+4.3% | Added |
| KG&L Capital Management,LLC | 9,840 | $929.0K | 0.50% | −4,287−30.3% | Reduced |
| Piscataqua Savings Bank | 9,833 | $928.0K | 0.81% | −68−0.7% | Reduced |
| Auxano Advisors, LLC | 9,813 | $926.0K | 0.46% | +3,965+67.8% | Added |
| BlueCrest Capital Management Ltd | 9,800 | $925.0K | 0.13% | +6,800+226.7% | Added |
| Van Hulzen Asset Management, LLC | 9,791 | $924.0K | 0.11% | +110+1.1% | Added |
| NuWave Investment Management, LLC | 9,788 | $924.0K | 1.23% | +9,026+1,184.5% | Added |
| Great Diamond Partners, LLC | 9,774 | $922.0K | 0.31% | +472+5.1% | Added |
| Natixis Investment Managers International | 9,767 | $922.0K | 0.02% | +1,497+18.1% | Added |
| Aj Wealth Strategies, LLC | 9,652 | $911.0K | 0.05% | −4,206−30.4% | Reduced |
| Buckingham Strategic Partners | 9,637 | $910.0K | 0.08% | +3,348+53.2% | Added |
| Central Bank & Trust Co | 9,636 | $909.0K | 0.19% | −40−0.4% | Reduced |
| Next Century Growth Investors LLC | 9,607 | $906.0K | 0.12% | +32+0.3% | Added |
| Millennium Capital Advisors, LLC | 9,582 | $904.6K | 0.88% | −212−2.2% | Reduced |
| blooom, inc. | 9,504 | $902.0K | 1.57% | +1,418+17.5% | Added |
| Vident Investment Advisory, LLC | 9,523 | $899.0K | 0.03% | −9,091−48.8% | Reduced |
| Coastal Bridge Advisors, LLC | 9,527 | $899.0K | 0.28% | −456−4.6% | Reduced |
| Pinnacle Private Wealth, LLC | 9,519 | $899.0K | 0.35% | −91−0.9% | Reduced |
| Apriem Advisors | 9,527 | $899.0K | 0.15% | +813+9.3% | Added |
| Joseph P. Lucia & Associates, LLC | 9,514 | $898.0K | 0.63% | −505−5.0% | Reduced |
| EFG Asset Management (North America) Corp. | 9,490 | $897.0K | 0.19% | +692+7.9% | Added |
| David Loasby | 9,201 | $896.0K | 0.13% | +1,371+17.5% | Added |
| Mayflower Financial Advisors, LLC | 9,476 | $895.0K | 0.14% | +21+0.2% | Added |
| Blue Square Asset Management, LLC | 9,455 | $893.0K | 1.92% | −4,542−32.4% | Reduced |
| IVC Wealth Advisors LLC | 9,396 | $887.0K | 0.69% | −1,035−9.9% | Reduced |
| Adviser Investments LLC | 9,388 | $886.0K | 0.06% | +138+1.5% | Added |
| WealthTrust Asset Management, LLC | 9,370 | $885.0K | 0.84% | −2,544−21.4% | Reduced |
| Tobam | 9,375 | $885.0K | 0.06% | +581+6.6% | Added |
| Stockman Wealth Management, Inc. | 9,366 | $884.0K | 0.23% | +969+11.5% | Added |
| Twin Lakes Capital Management, LLC | 9,356 | $883.0K | 0.64% | −32−0.3% | Reduced |
| Wealth Quarterback LLC | 9,327 | $881.0K | 0.69% | +9,327 | New |
| Armstrong Henry H Associates Inc | 9,315 | $879.0K | 0.11% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 9,300 | $879.0K | 0.03% | +750+8.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 9,239 | $872.0K | 1.12% | +2,531+37.7% | Added |
| Stableford Capital II LLC | 8,178 | $872.0K | 0.40% | +2,125+35.1% | Added |
| Silverlake Wealth Management LLC | 9,226 | $870.9K | 0.57% | −131−1.4% | Reduced |
| WESCAP Management Group, Inc. | 9,221 | $870.0K | 0.30% | −1,194−11.5% | Reduced |
| BlueMar Capital Management, LLC | 9,211 | $870.0K | 0.58% | −631−6.4% | Reduced |
| TLWM | 9,255 | $870.0K | 0.33% | −353−3.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 9,196 | $868.0K | 0.30% | +1,680+22.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 9,047 | $865.0K | 0.02% | +5,402+148.2% | Added |
| Compton Capital Management Inc | 9,154 | $864.0K | 0.48% | −11,535−55.8% | Reduced |
| Old Mission Investment Co LLC | 9,134 | $862.3K | 0.38% | +524+6.1% | Added |
| Octavia Wealth Advisors, LLC | 9,077 | $861.0K | 0.23% | +942+11.6% | Added |
| 55I, LLC | 9,113 | $860.0K | 0.02% | −27−0.3% | Reduced |
| Chesapeake Wealth Management | 9,117 | $860.0K | 0.37% | +224+2.5% | Added |
| James Investment Research Inc | 9,106 | $860.0K | 0.12% | +1,460+19.1% | Added |
| Gradient Investments LLC | 9,092 | $858.0K | 0.03% | +325+3.7% | Added |
| Nadler Financial Group, Inc. | 9,025 | $852.0K | 0.16% | +288+3.3% | Added |
| Chicago Capital, LLC | 9,024 | $852.0K | 0.05% | +854+10.5% | Added |
| Barbara Oil Co. | 9,000 | $850.0K | 0.44% | 00.0% | Unchanged |
| Caption Management, LLC | 9,000 | $850.0K | 0.08% | +9,000 | New |
| Naviter Wealth, LLC | 8,989 | $849.0K | 0.35% | −15,050−62.6% | Reduced |
| Holderness Investments Co | 8,971 | $847.0K | 0.35% | −383−4.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 8,972 | $847.0K | 0.18% | +525+6.2% | Added |
| Chicago Partners Investment Group LLC | 7,979 | $847.0K | 0.06% | −101−1.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 8,924 | $842.0K | 0.57% | −255−2.8% | Reduced |
| Cavalier Investments, LLC | 8,920 | $842.0K | 0.29% | +174+2.0% | Added |
| US Asset Management LLC | 8,914 | $841.0K | 0.92% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 8,910 | $841.0K | 0.22% | +2,688+43.2% | Added |
| StoneX Group Inc. | 8,907 | $840.8K | 0.10% | −8,444−48.7% | Reduced |
| King Wealth | 8,891 | $839.0K | 0.20% | −470−5.0% | Reduced |
| Mystic Asset Management, Inc. | 8,894 | $839.0K | 0.51% | +315+3.7% | Added |
| United Bank | 8,869 | $838.0K | 0.13% | −138−1.5% | Reduced |
| Monte Financial Group, LLC | 8,878 | $838.0K | 0.49% | +2,569+40.7% | Added |
| Canvas Wealth Advisors, LLC | 8,882 | $838.0K | 0.34% | +2,726+44.3% | Added |
| Old Port Advisors | 8,612 | $837.0K | 0.32% | −507−5.6% | Reduced |
| Pflug Koory, LLC | 8,868 | $837.0K | 0.48% | +254+2.9% | Added |
| Almanack Investment Partners, LLC. | 8,868 | $837.0K | 0.08% | +668+8.1% | Added |
| Options Solutions, LLC | 8,866 | $837.0K | 1.15% | +3,929+79.6% | Added |
| Trust Investment Advisors | 8,850 | $835.0K | 0.80% | −23−0.3% | Reduced |
| Trustcore Financial Services, LLC | 8,830 | $834.0K | 0.08% | −947−9.7% | Reduced |
| Bluesphere Advisors, LLC | 8,835 | $834.0K | 0.81% | −698−7.3% | Reduced |
| Advocate Group LLC | 8,831 | $834.0K | 0.19% | +8,831 | New |