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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 7,465 | $714.0K | 0.21% | +7,465 | New |
| WealthTrust Axiom LLC | 7,551 | $712.0K | 0.25% | −100−1.3% | Reduced |
| Optas, LLC | 7,553 | $712.0K | 0.29% | +53+0.7% | Added |
| Quantamental Technologies LLC | 7,507 | $709.0K | 0.32% | −347−4.4% | Reduced |
| Saybrook Capital | 7,506 | $709.0K | 0.23% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 6,682 | $709.0K | 0.36% | −316−4.5% | Reduced |
| West Family Investments, Inc. | 7,514 | $709.0K | 0.28% | +7,514 | New |
| Fairfield, Bush & Co. | 7,504 | $708.0K | 0.42% | −2,120−22.0% | Reduced |
| Excalibur Management Corp | 7,500 | $708.0K | 0.37% | +104+1.4% | Added |
| Colony Family Offices, LLC | 7,500 | $708.0K | 0.32% | +7,500 | New |
| Verdence Capital Advisors LLC | 7,492 | $707.0K | 0.09% | −1,347−15.2% | Reduced |
| Manchester Capital Management LLC | 7,467 | $705.0K | 0.12% | −333−4.3% | Reduced |
| Arnhold LLC | 7,464 | $705.0K | 0.08% | 00.0% | Unchanged |
| Close Asset Management Ltd | 7,446 | $704.0K | 0.03% | +1,513+25.5% | Added |
| Summit Trail Advisors, LLC | 7,413 | $700.0K | 0.04% | −3,045−29.1% | Reduced |
| Reitz Capital Advisors LLC | 7,397 | $698.0K | 0.63% | +680+10.1% | Added |
| Tiedemann Advisors, LLC | 7,378 | $696.0K | 0.05% | −2,578−25.9% | Reduced |
| Tradewinds Capital Management, LLC | 7,366 | $695.0K | 0.26% | +1,204+19.5% | Added |
| Ipswich Investment Management Co., Inc. | 7,356 | $694.0K | 0.20% | −330−4.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,353 | $694.0K | 0.61% | −250−3.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 7,350 | $694.0K | 0.31% | +324+4.6% | Added |
| Navis Wealth Advisors, LLC | 7,339 | $693.0K | 0.74% | +4,270+139.1% | Added |
| PFG Advisors | 7,342 | $693.0K | 0.08% | +7,342 | New |
| Aire Advisors, LLC | 7,342 | $692.0K | 0.25% | +652+9.7% | Added |
| Vigilare Wealth Management | 7,321 | $691.0K | 0.75% | −4,401−37.5% | Reduced |
| United Maritime Capital LLC | 7,300 | $689.0K | 6.30% | −1,600−18.0% | Reduced |
| Hemington Wealth Management | 7,301 | $689.0K | 0.27% | −165−2.2% | Reduced |
| First Community Trust NA | 7,291 | $688.0K | 0.81% | +242+3.4% | Added |
| Asset Management Corp | 7,287 | $688.0K | 0.51% | +777+11.9% | Added |
| Dumont & Blake Investment Advisors LLC | 7,258 | $685.0K | 0.22% | +111+1.6% | Added |
| Oak Grove Capital LLC | 7,248 | $684.0K | 0.23% | −28,527−79.7% | Reduced |
| St. Johns Investment Management Company, LLC | 7,242 | $684.0K | 0.43% | −5,311−42.3% | Reduced |
| Proffitt & Goodson Inc | 7,232 | $683.0K | 0.14% | −303−4.0% | Reduced |
| Investors Research Corp | 7,234 | $683.0K | 0.21% | +864+13.6% | Added |
| Laffer Tengler Investments | 7,234 | $682.9K | 0.24% | −6,323−46.6% | Reduced |
| HGK Asset Management Inc | 7,200 | $680.0K | 0.25% | +200+2.9% | Added |
| Lloyd Park, LLC | 7,185 | $678.0K | 0.71% | +7,185 | New |
| Bridgeworth, LLC | 7,130 | $673.0K | 0.16% | +20+0.3% | Added |
| My Legacy Advisors, LLC | 7,182 | $673.0K | 0.34% | +696+10.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,112 | $671.0K | 0.30% | −652−8.4% | Reduced |
| Dohj, LLC | 7,107 | $671.0K | 0.38% | −215−2.9% | Reduced |
| Soltis Investment Advisors LLC | 7,111 | $671.0K | 0.10% | −192−2.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,103 | $671.0K | 0.79% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 7,096 | $670.0K | 0.15% | −762−9.7% | Reduced |
| DeDora Capital, Inc. | 7,094 | $670.0K | 0.34% | −455−6.0% | Reduced |
| Legacy Bridge, LLC | 7,096 | $670.0K | 0.49% | 00.0% | Unchanged |
| Sun Life Financial INC | 7,077 | $670.0K | 0.05% | −24−0.3% | Reduced |
| Detalus Advisors, LLC | 7,095 | $670.0K | 0.39% | +94+1.3% | Added |
| CastleKnight Management LP | 7,100 | $670.0K | 0.21% | +7,100 | New |
| XR Securities LLC | 7,083 | $669.0K | 0.32% | +7,083 | New |
| Founders Capital Management | 7,036 | $664.0K | 0.52% | −12,557−64.1% | Reduced |
| Crew Capital Management, Ltd. | 7,038 | $664.0K | 0.83% | −100−1.4% | Reduced |
| Amica Retiree Medical Trust | 7,036 | $664.0K | 0.75% | +2,052+41.2% | Added |
| Lifeworks Advisors, LLC | 7,023 | $663.0K | 0.42% | +1,372+24.3% | Added |
| Landaas & Co | 7,015 | $662.0K | 0.41% | +10+0.1% | Added |
| Lineweaver Wealth Advisors, LLC | 7,017 | $662.0K | 0.22% | −72−1.0% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 7,007 | $661.0K | 0.20% | +105+1.5% | Added |
| Fulton Breakefield Broenniman LLC | 6,983 | $659.0K | 0.06% | +152+2.2% | Added |
| Peoples Financial Services Corp. | 6,971 | $658.0K | 0.31% | −2,015−22.4% | Reduced |
| WNY Asset Management, LLC | 6,957 | $658.0K | 0.22% | +369+5.6% | Added |
| Vanguard Capital Wealth Advisors | 6,942 | $655.0K | 0.74% | −601−8.0% | Reduced |
| Archford Capital Strategies, LLC | 6,937 | $655.0K | 0.16% | −410−5.6% | Reduced |
| O'Dell Group, LLC | 6,934 | $655.0K | 0.23% | +731+11.8% | Added |
| FirstPurpose Wealth LLC | 6,929 | $654.0K | 0.44% | +741+12.0% | Added |
| Warren Averett Asset Management, LLC | 6,915 | $653.0K | 0.06% | +661+10.6% | Added |
| Veracity Capital LLC | 6,904 | $652.0K | 0.35% | −600−8.0% | Reduced |
| Avaii Wealth Management, LLC | 6,906 | $652.0K | 0.70% | +893+14.9% | Added |
| Jarislowsky, Fraser Ltd | 6,888 | $650.0K | 0.00% | −242−3.4% | Reduced |
| RMR Wealth Builders | 6,890 | $650.0K | 0.16% | +54+0.8% | Added |
| Horizon Kinetics Asset Management LLC | 6,872 | $649.0K | 0.01% | +792+13.0% | Added |
| Kempen Capital Management N.V. | 6,869 | $648.0K | 0.02% | −9,270−57.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 6,864 | $648.0K | 0.45% | −788−10.3% | Reduced |
| Schrum Private Wealth Management LLC | 6,865 | $648.0K | 0.73% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,860 | $648.0K | 0.10% | +2,652+63.0% | Added |
| GPS Wealth Strategies Group, LLC | 6,845 | $646.0K | 0.17% | −8,027−54.0% | Reduced |
| Hendley & Co Inc | 6,847 | $646.0K | 0.28% | −2,906−29.8% | Reduced |
| Michael B. Yongue | 6,822 | $644.0K | 0.57% | −1,135−14.3% | Reduced |
| Crewe Advisors LLC | 6,825 | $644.0K | 0.14% | +2,896+73.7% | Added |
| Baldwin Investment Management, LLC | 6,801 | $642.0K | 0.22% | −8,950−56.8% | Reduced |
| Clear Street Markets LLC | 6,790 | $641.0K | 0.22% | +6,633+4,224.8% | Added |
| Hardy Reed LLC | 6,776 | $640.0K | 0.14% | +13+0.2% | Added |
| Samalin Investment Counsel, LLC | 6,755 | $638.0K | 0.45% | −1,241−15.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,753 | $637.0K | 0.14% | −965−12.5% | Reduced |
| Wedmont Private Capital | 6,731 | $635.0K | 0.14% | −974−12.6% | Reduced |
| Coronation Fund Managers Ltd. | 6,729 | $635.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6,714 | $634.0K | 0.11% | −149−2.2% | Reduced |
| Fieldpoint Private Securities, LLC | 6,699 | $632.0K | 0.18% | −93−1.4% | Reduced |
| Gables Capital Management Inc. | 6,671 | $630.0K | 0.48% | −600−8.3% | Reduced |
| Sheets Smith Wealth Management | 6,665 | $629.0K | 0.10% | −104−1.5% | Reduced |
| SNS Financial Group, LLC | 6,662 | $629.0K | 0.08% | +22+0.3% | Added |
| 9258 Wealth Management, LLC | 6,656 | $628.0K | 0.16% | −874−11.6% | Reduced |
| Fairfield Financial Advisors, LTD | 6,647 | $627.5K | 0.29% | −550−7.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 6,646 | $627.0K | 0.07% | −1,936−22.6% | Reduced |
| LGL Partners, LLC | 6,605 | $624.0K | 0.10% | +1,345+25.6% | Added |
| Sunflower Bank, N.A. | 6,594 | $622.0K | 0.12% | −774−10.5% | Reduced |
| DT Investment Partners, LLC | 6,562 | $619.0K | 0.09% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 6,550 | $619.0K | 0.15% | +6,550 | New |
| Quent Capital, LLC | 6,549 | $618.0K | 0.13% | +1,818+38.4% | Added |
| Dimension Capital Management LLC | 6,522 | $616.0K | 0.14% | +278+4.5% | Added |
| CWS Financial Advisors, LLC | 6,517 | $615.0K | 0.28% | +33+0.5% | Added |