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 |
|---|---|---|---|---|---|
| HNP Capital LLC | 2,903 | $274.0K | 0.08% | −334−10.3% | Reduced |
| Koss-Olinger Consulting, LLC | 2,902 | $274.0K | 0.05% | −108−3.6% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,890 | $273.0K | 0.15% | −1,179−29.0% | Reduced |
| East Coast Asset Management, LLC. | 2,890 | $273.0K | 0.13% | 00.0% | Unchanged |
| Triumph Capital Management | 2,894 | $273.0K | 0.14% | +241+9.1% | Added |
| Constitution Capital LLC | 2,895 | $273.0K | 0.17% | +1,200+70.8% | Added |
| Peninsula Asset Management Inc | 2,875 | $272.0K | 0.17% | −700−19.6% | Reduced |
| Everhart Financial Group, Inc. | 2,882 | $272.0K | 0.17% | −549−16.0% | Reduced |
| MEMBERS Trust Co | 2,877 | $272.0K | 0.01% | −400−12.2% | Reduced |
| Pathway Financial Advisors LLC | 2,885 | $272.0K | 0.11% | +32+1.1% | Added |
| Guardian Wealth Advisors, LLC | 2,875 | $271.0K | 0.05% | +2,875 | New |
| Strategic Investment Advisors | 2,861 | $270.0K | 0.05% | −3,726−56.6% | Reduced |
| Optiver Holding B.V. | 2,854 | $270.0K | 0.00% | +2,854 | New |
| Blue Bell Private Wealth Management, LLC | 2,847 | $269.0K | 0.09% | +640+29.0% | Added |
| Convergence Investment Partners, LLC | 2,836 | $268.0K | 0.16% | −409−12.6% | Reduced |
| Rock Point Advisors, LLC | 2,841 | $268.0K | 0.09% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 2,844 | $268.0K | 0.23% | +606+27.1% | Added |
| Winning Points Advisors, LLC | 2,832 | $267.0K | 0.29% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,822 | $266.0K | 0.17% | −2,339−45.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,815 | $266.0K | 0.07% | −56−2.0% | Reduced |
| Tranquility Partners, LLC | 2,812 | $265.0K | 0.14% | −50−1.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,815 | $265.0K | 0.15% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 2,796 | $264.0K | 0.23% | −1,586−36.2% | Reduced |
| GFG Capital, LLC | 2,797 | $264.0K | 0.08% | −983−26.0% | Reduced |
| Family Firm, Inc. | 2,801 | $264.0K | 0.08% | +45+1.6% | Added |
| CVA Family Office, LLC | 2,800 | $264.0K | 0.07% | +457+19.5% | Added |
| Capital Performance Advisors LLP | 2,793 | $264.0K | 0.16% | +2,793 | New |
| Aveo Capital Partners, LLC | 2,783 | $263.0K | 0.04% | −76−2.7% | Reduced |
| 1776 Wealth LLC | 2,818 | $262.0K | 0.19% | −1,000−26.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,778 | $262.0K | 0.15% | +240+9.5% | Added |
| Wealth Management Solutions, LLC | 2,769 | $261.0K | 0.15% | −401−12.6% | Reduced |
| Humankind Investments LLC | 2,761 | $261.0K | 0.12% | +2,761 | New |
| Financial Partners Group, Inc | 2,759 | $260.0K | 0.07% | −926−25.1% | Reduced |
| Progressive Investment Management Corp | 2,757 | $260.0K | 0.10% | 00.0% | Unchanged |
| RDA Financial Network | 2,756 | $260.0K | 0.13% | +192+7.5% | Added |
| Gill Capital Partners, LLC | 1,886 | $259.0K | 0.11% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,728 | $258.0K | 0.08% | −265−8.9% | Reduced |
| Cordasco Financial Network | 2,729 | $258.0K | 0.19% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 2,718 | $257.0K | 0.07% | −114−4.0% | Reduced |
| Woodward Diversified Capital, LLC | 2,720 | $257.0K | 0.20% | +41+1.5% | Added |
| Investmark Advisory Group LLC | 2,724 | $257.0K | 0.25% | +303+12.5% | Added |
| Covenant Partners, LLC | 2,716 | $256.0K | 0.12% | −479−15.0% | Reduced |
| Salomon & Ludwin, LLC | 2,701 | $255.0K | 0.04% | +36+1.4% | Added |
| Resolute Financial, LLC | 2,706 | $255.0K | 0.22% | +147+5.7% | Added |
| Accurate Wealth Management, LLC | 2,655 | $254.0K | 0.14% | −451−14.5% | Reduced |
| BEAM Asset Management, LLC | 2,694 | $254.0K | 0.28% | +556+26.0% | Added |
| Canton Hathaway, LLC | 2,685 | $253.0K | 0.09% | −615−18.6% | Reduced |
| Marshall Financial Group LLC | 2,676 | $253.0K | 0.10% | −527−16.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,675 | $253.0K | 0.02% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 2,371 | $252.0K | 0.20% | −147−5.8% | Reduced |
| Wrapmanager Inc | 2,656 | $251.0K | 0.08% | −4−0.2% | Reduced |
| Ami Asset Management Corp | 2,659 | $251.0K | 0.02% | +41+1.6% | Added |
| Eldridge Investment Advisors, Inc. | 2,652 | $250.0K | 0.09% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 2,644 | $250.0K | 0.08% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,640 | $249.0K | 0.02% | +1,160+78.4% | Added |
| Wolff Financial Management LLC | 2,623 | $248.0K | 0.11% | −300−10.3% | Reduced |
| Meritage Portfolio Management | 2,614 | $247.0K | 0.02% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 2,602 | $246.0K | 0.10% | −399−13.3% | Reduced |
| Armstrong Shaw Associates Inc | 2,610 | $246.0K | 0.25% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 2,573 | $246.0K | 0.12% | +215+9.1% | Added |
| Financial Engines Advisors L.L.C. | 2,613 | $246.0K | 0.00% | +774+42.1% | Added |
| Bell Bank | 2,598 | $245.0K | 0.03% | +846+48.3% | Added |
| Fulcrum Capital LLC | 2,582 | $244.0K | 0.08% | −51,306−95.2% | Reduced |
| Willow Creek Wealth Management Inc. | 2,580 | $244.0K | 0.05% | +334+14.9% | Added |
| Flynn Zito Capital Management, LLC | 2,570 | $243.0K | 0.13% | −3,435−57.2% | Reduced |
| Planning Directions Inc | 2,571 | $243.0K | 0.19% | −676−20.8% | Reduced |
| KFA Private Wealth Group, LLC | 2,570 | $243.0K | 0.13% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,575 | $243.0K | 0.08% | +131+5.4% | Added |
| Concord Wealth Partners | 2,577 | $243.0K | 0.07% | +174+7.2% | Added |
| Alerus Financial NA | 2,561 | $242.0K | 0.02% | −3,887−60.3% | Reduced |
| Biltmore Wealth Management, LLC | 2,562 | $242.0K | 0.11% | −357−12.2% | Reduced |
| Curran Financial Partners, LLC | 2,564 | $242.0K | 0.11% | −80−3.0% | Reduced |
| Dixon Fnancial Services, Inc. | 2,562 | $242.0K | 0.18% | −4−0.2% | Reduced |
| Tortoise Investment Management, LLC | 2,568 | $242.0K | 0.05% | +80+3.2% | Added |
| Alterity Financial Group, LLC | 2,560 | $242.0K | 0.36% | +2,560 | New |
| Sustainable Insight Capital Management, LLC | 2,352 | $241.0K | 0.24% | +200+9.3% | Added |
| Unionview, LLC | 2,543 | $240.0K | 0.27% | +13+0.5% | Added |
| Hudock, Inc. | 2,539 | $239.0K | 0.08% | −627−19.8% | Reduced |
| Aurora Private Wealth, Inc. | 2,529 | $239.0K | 0.11% | −67−2.6% | Reduced |
| Navellier & Associates Inc | 2,528 | $239.0K | 0.05% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 2,533 | $239.0K | 0.10% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 2,537 | $239.0K | 0.07% | +100+4.1% | Added |
| Collaborative Wealth Managment Inc. | 2,536 | $239.0K | 0.16% | +2,536 | New |
| Gould Asset Management LLC | 2,520 | $238.0K | 0.08% | −75−2.9% | Reduced |
| PYA Waltman Capital, LLC | 2,523 | $238.0K | 0.13% | −50−1.9% | Reduced |
| Well Done, LLC | 2,516 | $238.0K | 0.05% | +15+0.6% | Added |
| StrongBox Wealth, LLC | 2,513 | $237.0K | 0.15% | −450−15.2% | Reduced |
| Karpus Management, Inc. | 2,515 | $237.0K | 0.01% | 00.0% | Unchanged |
| Grand Central Investment Group | 2,496 | $236.0K | 0.34% | −11,940−82.7% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,500 | $236.0K | 0.05% | −6,264−71.5% | Reduced |
| Redmont Wealth Advisors LLC | 2,501 | $236.0K | 0.29% | −1,750−41.2% | Reduced |
| Legacy Wealth Planning, LLC | 2,502 | $236.0K | 0.34% | +575+29.8% | Added |
| Ern LLC | 2,500 | $236.0K | 0.26% | +2,500 | New |
| Penbrook Management LLC | 2,490 | $235.0K | 0.19% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,492 | $235.0K | 0.11% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,492 | $235.0K | 0.06% | +887+55.3% | Added |
| USAdvisors Wealth Management, LLC | 2,478 | $234.0K | 0.12% | −4−0.2% | Reduced |
| Alliance Wealth Management Group | 2,475 | $234.0K | 0.09% | +3+0.1% | Added |
| Somerset Trust Co | 2,480 | $234.0K | 0.10% | +25+1.0% | Added |
| Ade, LLC | 2,481 | $234.0K | 0.25% | +78+3.2% | Added |