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 |
|---|---|---|---|---|---|
| Boyd Watterson Asset Management LLC | 4,599 | $434.0K | 0.19% | −4,421−49.0% | Reduced |
| Orca Investment Management, LLC | 4,602 | $434.0K | 0.40% | −100−2.1% | Reduced |
| Latitude Advisors, LLC | 4,591 | $433.0K | 0.40% | −3,839−45.5% | Reduced |
| Bellecapital International Ltd. | 4,581 | $432.0K | 0.12% | −350−7.1% | Reduced |
| Platte River Wealth Advisors, LLC | 4,578 | $432.0K | 0.19% | −128−2.7% | Reduced |
| Sargent Investment Group, LLC | 4,561 | $431.0K | 0.13% | +275+6.4% | Added |
| Ironwood Financial, llc | 4,531 | $428.0K | 0.14% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 4,511 | $426.0K | 0.31% | −10,054−69.0% | Reduced |
| Cottage Street Advisors LLC | 4,508 | $426.0K | 0.32% | −450−9.1% | Reduced |
| Gradient Capital Advisors, LLC | 4,517 | $426.0K | 0.20% | −291−6.1% | Reduced |
| Hixon Zuercher, LLC | 4,518 | $426.0K | 0.28% | −105−2.3% | Reduced |
| Unio Capital LLC | 4,500 | $425.0K | 0.24% | −35,618−88.8% | Reduced |
| Paragon Capital Management Ltd | 4,505 | $425.0K | 0.12% | −665−12.9% | Reduced |
| Hall Kathryn A. | 4,504 | $425.0K | 0.16% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,500 | $425.0K | 0.15% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 4,499 | $425.0K | 0.52% | +1,007+28.8% | Added |
| Annapolis Financial Services, LLC | 4,489 | $424.0K | 0.15% | −2,782−38.3% | Reduced |
| Sweet Financial Partners, LLC | 4,494 | $424.0K | 0.13% | −5−0.1% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 4,475 | $422.0K | 0.05% | +65+1.5% | Added |
| First National Bank of South Miami | 4,463 | $421.0K | 0.29% | −931−17.3% | Reduced |
| Connecticut Wealth Management, LLC | 4,450 | $420.0K | 0.04% | −2,193−33.0% | Reduced |
| Diversified, LLC | 4,436 | $419.0K | 0.17% | −101−2.2% | Reduced |
| Private Capital Management LLC | 3,055 | $419.0K | 0.13% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 4,444 | $419.0K | 0.03% | +2,600+141.0% | Added |
| Mason & Associates Inc | 4,429 | $418.0K | 0.15% | −22,753−83.7% | Reduced |
| 1620 Investment Advisors, Inc. | 4,425 | $418.0K | 0.58% | +319+7.8% | Added |
| Laraway Financial Inc | 4,430 | $418.0K | 0.44% | −200−4.3% | Reduced |
| First Affirmative Financial Network | 4,421 | $417.0K | 0.47% | −182−4.0% | Reduced |
| Probity Advisors, Inc. | 4,422 | $417.0K | 0.10% | +43+1.0% | Added |
| Zhang Financial LLC | 4,415 | $417.0K | 0.07% | +457+11.5% | Added |
| KC Investment Advisors, LLC | 4,408 | $416.0K | 0.35% | −1,424−24.4% | Reduced |
| Ellevest, Inc. | 4,412 | $416.0K | 0.04% | −1,025−18.9% | Reduced |
| MBA Advisors LLC | 4,408 | $416.0K | 0.29% | −393−8.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,406 | $416.0K | 0.24% | +183+4.3% | Added |
| MPS Loria Financial Planners, LLC | 4,396 | $415.0K | 0.19% | −191−4.2% | Reduced |
| Tyler-Stone Wealth Management | 4,399 | $415.0K | 0.28% | −147−3.2% | Reduced |
| Clean Yield Group | 4,394 | $415.0K | 0.17% | 00.0% | Unchanged |
| MJP Associates Inc | 4,380 | $414.0K | 0.12% | −531−10.8% | Reduced |
| Private Capital Management, LLC | 4,390 | $414.0K | 0.07% | +769+21.2% | Added |
| Bennett Selby Investments LP | 4,373 | $413.0K | 0.32% | −610−12.2% | Reduced |
| Insight Advisors, LLC | 3,824 | $413.0K | 0.14% | −350−8.4% | Reduced |
| Cairn Investment Group, Inc. | 4,375 | $413.0K | 0.32% | +4,375 | New |
| CMG Global Holdings, LLC | 4,360 | $412.0K | 0.43% | −400−8.4% | Reduced |
| Traphagen Investment Advisors LLC | 4,364 | $412.0K | 0.08% | +759+21.1% | Added |
| Grant/GrossMendelsohn, LLC | 4,399 | $411.0K | 0.23% | +593+15.6% | Added |
| Meridian Wealth Advisors, LLC | 4,347 | $410.0K | 0.11% | −2,831−39.4% | Reduced |
| Apella Capital, LLC | 4,328 | $409.0K | 0.05% | +422+10.8% | Added |
| Crumly & Associates Inc. | 4,321 | $408.0K | 0.17% | −2,999−41.0% | Reduced |
| Retirement Income Solutions, Inc | 4,322 | $408.0K | 0.15% | −408−8.6% | Reduced |
| Tacita Capital Inc | 4,310 | $407.0K | 0.28% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 4,308 | $407.0K | 0.17% | +5+0.1% | Added |
| Element Pointe Advisors, LLC | 4,286 | $405.0K | 0.17% | −2,521−37.0% | Reduced |
| IFG Advisors, LLC | 4,294 | $405.0K | 0.20% | −1,414−24.8% | Reduced |
| Charter Oak Capital Management, LLC | 4,295 | $405.0K | 0.06% | −54−1.2% | Reduced |
| Parcion Private Wealth LLC | 3,951 | $405.0K | 0.04% | +120+3.1% | Added |
| First City Capital Management, Inc. | 4,244 | $401.0K | 0.25% | +353+9.1% | Added |
| Darwin Advisors, LLC | 3,831 | $401.0K | 0.08% | +1,263+49.2% | Added |
| Gryphon Financial Partners LLC | 4,235 | $400.0K | 0.10% | −252−5.6% | Reduced |
| UMA Financial Services, Inc. | 3,766 | $400.0K | 0.12% | +359+10.5% | Added |
| Security Financial Services, INC. | 4,230 | $399.0K | 0.13% | −33−0.8% | Reduced |
| Rock Creek Group, LP | 4,228 | $399.0K | 0.05% | +2,702+177.1% | Added |
| Northside Capital Management, LLC | 4,213 | $398.0K | 0.13% | +20.0% | Added |
| SBB Research Group LLC | 4,218 | $398.0K | 0.16% | +250+6.3% | Added |
| Windsor Capital Management, LLC | 4,201 | $396.0K | 0.14% | −642−13.3% | Reduced |
| Royal Fund Management, LLC | 4,201 | $396.0K | 0.07% | +44+1.1% | Added |
| Magnolia Capital Advisors LLC | 4,174 | $394.0K | 0.36% | −16,322−79.6% | Reduced |
| Monograph Wealth Advisors, LLC | 4,175 | $394.0K | 0.11% | −2,569−38.1% | Reduced |
| Barber Financial Group, Inc. | 4,173 | $394.0K | 0.06% | +230+5.8% | Added |
| WealthBridge Capital Management, LLC | 4,158 | $393.0K | 0.17% | −928−18.2% | Reduced |
| Copperwynd Financial, LLC | 4,166 | $393.0K | 0.23% | +93+2.3% | Added |
| Carolinas Wealth Consulting LLC | 14,750 | $393.0K | 0.10% | +11,175+312.6% | Added |
| Summit Asset Management, LLC | 4,167 | $393.0K | 0.12% | +855+25.8% | Added |
| L & S Advisors Inc | 4,149 | $392.0K | 0.07% | −3,138−43.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,152 | $392.0K | 0.15% | −277−6.3% | Reduced |
| Palisade Asset Management, LLC | 4,152 | $392.0K | 0.05% | +240+6.1% | Added |
| S. R. Schill & Associates | 4,140 | $391.0K | 0.20% | −235−5.4% | Reduced |
| Foresight Wealth Management, LLC | 4,147 | $391.0K | 0.14% | −145−3.4% | Reduced |
| Truvestments Capital LLC | 4,138 | $391.0K | 0.23% | +305+8.0% | Added |
| Enterprise Financial Services Corp | 4,140 | $391.0K | 0.08% | +359+9.5% | Added |
| Somerset Group LLC | 4,136 | $390.0K | 0.34% | −8,923−68.3% | Reduced |
| Capital Wealth Alliance, LLC | 4,133 | $390.0K | 0.27% | −3,728−47.4% | Reduced |
| Merriman Wealth Management, LLC | 4,132 | $390.0K | 0.03% | +1,312+46.5% | Added |
| Marotta Asset Management | 4,052 | $389.5K | 0.10% | −140−3.3% | Reduced |
| Intrepid Financial Planning Group LLC | 4,125 | $389.0K | 0.21% | +4,125 | New |
| Pacific Center for Financial Services | 4,109 | $388.0K | 0.16% | −774−15.9% | Reduced |
| Allegheny Financial Group LTD | 4,109 | $388.0K | 0.18% | −86−2.1% | Reduced |
| Ssi Investment Management LLC | 4,112 | $388.0K | 0.02% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 4,114 | $388.0K | 0.15% | +21+0.5% | Added |
| Decatur Capital Management, Inc. | 4,104 | $387.0K | 0.29% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $387.0K | 0.42% | – | – |
| Aufman Associates Inc | 4,086 | $386.0K | 0.37% | −203−4.7% | Reduced |
| McRae Capital Management Inc | 4,075 | $385.0K | 0.10% | −40−1.0% | Reduced |
| Greatmark Investment Partners, Inc. | 4,066 | $384.0K | 0.07% | −1,070−20.8% | Reduced |
| Cooper/Haims Advisors, LLC | 4,072 | $384.0K | 0.25% | −319−7.3% | Reduced |
| Alps Advisors Inc | 4,061 | $383.0K | 0.00% | −2,133−34.4% | Reduced |
| Keudell/Morrison Wealth Management | 4,055 | $383.0K | 0.14% | −318−7.3% | Reduced |
| Segment Wealth Management, LLC | 4,053 | $383.0K | 0.05% | −249−5.8% | Reduced |
| Wulff, Hansen & Co. | 4,050 | $382.0K | 0.43% | −4,690−53.7% | Reduced |
| First National Bank Sioux Falls | 4,050 | $382.0K | 0.49% | +200+5.2% | Added |
| DSC Advisors, L.P. | 4,033 | $381.0K | 0.38% | −653−13.9% | Reduced |