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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 6,500 | $614.0K | 0.19% | −250−3.7% | Reduced |
| Evanson Asset Management, LLC | 6,449 | $609.0K | 0.07% | −175−2.6% | Reduced |
| Heron Bay Capital Management | 6,453 | $609.0K | 0.37% | +2,159+50.3% | Added |
| Bowling Portfolio Management LLC | 6,442 | $608.0K | 0.15% | −9,648−60.0% | Reduced |
| Maven Securities LTD | 6,417 | $606.0K | 0.11% | −8,341−56.5% | Reduced |
| Cape Ann Savings Bank | 6,420 | $606.0K | 0.47% | +448+7.5% | Added |
| Acorn Financial Advisory Services Inc | 6,405 | $604.0K | 0.14% | −1,296−16.8% | Reduced |
| Harvest Volatility Management LLC | 6,400 | $604.0K | 0.10% | −1,024−13.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,381 | $602.0K | 0.56% | −1,454−18.6% | Reduced |
| QP Wealth Management, LLC | 6,373 | $602.0K | 0.82% | −632−9.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 6,376 | $602.0K | 0.61% | +565+9.7% | Added |
| TRUE Private Wealth Advisors | 6,375 | $601.0K | 0.09% | −1,426−18.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,364 | $600.0K | 0.41% | +451+7.6% | Added |
| Silver Oak Securities, Inc | 5,836 | $599.0K | 0.13% | +78+1.4% | Added |
| Avenir Corp | 6,340 | $598.0K | 0.06% | −150−2.3% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 6,341 | $598.0K | 0.23% | +81+1.3% | Added |
| Beacon Financial Advisory LLC | 6,327 | $597.0K | 0.34% | −74−1.2% | Reduced |
| Cornerstone National Bank & Trust Co | 6,273 | $592.2K | 0.30% | +304+5.1% | Added |
| Summit Financial Strategies, Inc. | 6,273 | $592.0K | 0.14% | −212−3.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,267 | $592.0K | 0.58% | −72−1.1% | Reduced |
| Prosperity Consulting Group, LLC | 6,260 | $591.0K | 0.51% | −158−2.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,246 | $590.0K | 0.29% | +52+0.8% | Added |
| Simon Quick Advisors, LLC | 5,536 | $590.0K | 0.08% | +1,985+55.9% | Added |
| Amplius Wealth Advisors, LLC | 6,225 | $587.0K | 0.09% | −3,771−37.7% | Reduced |
| Keeley-Teton Advisors, LLC | 6,216 | $587.0K | 0.07% | +1,850+42.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,205 | $586.0K | 0.31% | −310−4.8% | Reduced |
| Secure Asset Management, LLC | 6,199 | $585.0K | 0.32% | −684−9.9% | Reduced |
| GAM Holding AG | 6,193 | $584.0K | 0.04% | −9,590−60.8% | Reduced |
| Berkeley Capital Partners, LLC | 6,154 | $581.0K | 0.24% | −149−2.4% | Reduced |
| Viewpoint Capital Management LLC | 6,159 | $581.0K | 0.54% | +610+11.0% | Added |
| Morton Capital Management LLC | 6,147 | $580.3K | 0.25% | −275−4.3% | Reduced |
| Vigilant Capital Management, LLC | 6,104 | $576.0K | 0.05% | +56+0.9% | Added |
| Granger Management LLC | 6,097 | $576.0K | 0.19% | +491+8.8% | Added |
| Arthur M. Cohen & Associates, LLC | 6,093 | $575.0K | 0.14% | −1,215−16.6% | Reduced |
| Harvey Investment Co LLC | 6,088 | $575.0K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 6,076 | $574.0K | 0.35% | −475−7.3% | Reduced |
| SkyOak Wealth, LLC | 6,080 | $574.0K | 0.20% | +1,000+19.7% | Added |
| Accretive Wealth Partners, LLC | 6,051 | $571.0K | 0.41% | −224−3.6% | Reduced |
| Avestar Capital, LLC | 6,054 | $571.0K | 0.16% | −31−0.5% | Reduced |
| Atticus Wealth Management, LLC | 6,028 | $569.0K | 0.24% | −2,238−27.1% | Reduced |
| PAX Financial Group, LLC | 6,030 | $569.0K | 0.14% | +859+16.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 6,017 | $568.0K | 0.41% | −250−4.0% | Reduced |
| Corton Capital Inc. | 6,020 | $568.0K | 0.54% | +3,274+119.2% | Added |
| Inlet Private Wealth, LLC | 6,006 | $567.0K | 0.16% | 00.0% | Unchanged |
| Regents of the University of California | 6,000 | $566.0K | 0.11% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 5,995 | $566.0K | 0.15% | +1,085+22.1% | Added |
| Saturna Capital CORP | 6,000 | $566.0K | 0.01% | +3,400+130.8% | Added |
| Blodgett Wealth Advisors, LLC | 5,984 | $565.0K | 0.63% | −3,285−35.4% | Reduced |
| Hallmark Capital Management Inc | 5,986 | $565.0K | 0.05% | −1,724−22.4% | Reduced |
| Alhambra Investment Partners LLC | 5,971 | $564.0K | 0.41% | −58−1.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,980 | $564.0K | 0.19% | +470+8.5% | Added |
| Delta Investment Management, LLC | 5,964 | $563.0K | 0.26% | −85−1.4% | Reduced |
| PSI Advisors, LLC | 5,950 | $562.0K | 0.28% | +415+7.5% | Added |
| Parkside Financial Bank & Trust | 5,943 | $561.0K | 0.17% | +166+2.9% | Added |
| Youngs Advisory Group, Inc. | 5,906 | $558.0K | 0.34% | +229+4.0% | Added |
| Eclectic Associates Inc | 5,912 | $558.0K | 0.37% | +260+4.6% | Added |
| Castle Rock Wealth Management, LLC | 5,716 | $556.0K | 0.28% | +1,008+21.4% | Added |
| Barton Investment Management | 5,879 | $555.0K | 0.11% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 5,868 | $554.0K | 0.57% | +350+6.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 5,866 | $553.0K | 0.14% | +15+0.3% | Added |
| Wambolt & Associates, LLC | 5,848 | $552.0K | 0.22% | −280−4.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,844 | $552.0K | 0.04% | −217−3.6% | Reduced |
| TCI Wealth Advisors, Inc. | 5,835 | $551.0K | 0.08% | +810+16.1% | Added |
| First Heartland Consultants, Inc. | 5,810 | $548.0K | 0.09% | −218−3.6% | Reduced |
| Wilkins Investment Counsel Inc | 5,800 | $548.0K | 0.15% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 5,793 | $548.0K | 0.40% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 5,800 | $548.0K | 0.19% | +3,000+107.1% | Added |
| Fiera Capital Corp | 5,787 | $546.0K | 0.00% | +244+4.4% | Added |
| Valmark Advisers, Inc. | 5,789 | $546.0K | 0.01% | +397+7.4% | Added |
| Safeguard Investment Advisory Group, LLC | 3,984 | $546.0K | 0.34% | 00.0% | Unchanged |
| Atom Investors LP | 5,781 | $546.0K | 0.24% | +5,781 | New |
| Aspen Investment Management Inc | 5,772 | $545.0K | 0.34% | −833−12.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5,763 | $544.0K | 0.38% | +680+13.4% | Added |
| Paragon Private Wealth Management, LLC | 5,749 | $543.0K | 0.58% | 00.0% | Unchanged |
| Argent Capital Management LLC | 5,745 | $542.0K | 0.02% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,736 | $541.0K | 0.05% | −4,168−42.1% | Reduced |
| Citizens & Northern Corp | 5,728 | $541.0K | 0.24% | −1,149−16.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 5,265 | $541.0K | 0.24% | −2,090−28.4% | Reduced |
| Thompson Investment Management, Inc. | 5,731 | $541.0K | 0.09% | +500+9.6% | Added |
| PDS Planning, Inc | 5,718 | $540.0K | 0.10% | −478−7.7% | Reduced |
| DF Dent & Co Inc | 5,709 | $539.0K | 0.01% | −154−2.6% | Reduced |
| American State Bank (Iowa) | 5,706 | $538.6K | 0.43% | +755+15.2% | Added |
| Corundum Group, Inc. | 5,685 | $537.0K | 0.36% | +763+15.5% | Added |
| KRS Capital Management, LLC | 5,676 | $535.0K | 0.76% | +220+4.0% | Added |
| Pacific Sun Financial Corp | 5,643 | $533.0K | 0.35% | +375+7.1% | Added |
| Acorn Wealth Advisors, LLC | 5,633 | $532.0K | 0.42% | +300+5.6% | Added |
| Wealth Management Partners, LLC | 6,000 | $531.0K | 0.47% | 00.0% | Unchanged |
| LCM Capital Management Inc | 5,625 | $531.0K | 0.52% | −47−0.8% | Reduced |
| Tru Independence Asset Management 2, LLC | 5,598 | $529.0K | 0.44% | −82−1.4% | Reduced |
| Capital City Trust Co | 5,604 | $529.0K | 0.17% | +117+2.1% | Added |
| Waypoint Capital Advisors, LLC | 5,594 | $528.0K | 0.24% | −945−14.5% | Reduced |
| Advisory Alpha, LLC | 5,553 | $524.0K | 0.04% | +1,921+52.9% | Added |
| First National Bank of Hutchinson | 5,541 | $523.0K | 0.39% | −59−1.1% | Reduced |
| Center for Financial Planning, Inc. | 5,522 | $521.0K | 0.13% | −561−9.2% | Reduced |
| Foster & Motley Inc | 5,515 | $521.0K | 0.05% | −110−2.0% | Reduced |
| Financial Perspectives, Inc | 5,498 | $519.0K | 0.29% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 5,500 | $519.0K | 0.26% | 00.0% | Unchanged |
| Foster Group, Inc. | 5,501 | $519.0K | 0.04% | +481+9.6% | Added |
| Aptus Capital Advisors, LLC | 5,488 | $518.0K | 0.02% | −33,173−85.8% | Reduced |
| Claraphi Advisory Network, LLC | 5,491 | $518.0K | 0.18% | −469−7.9% | Reduced |