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; 2,947 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 2021
Institutional positions in Walt Disney Co as of Jun 30, 2021. 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
- 3,114
- −23 vs. Q1 2021
- Shares held
- 1.18B
- +7.59M (+0.6%) vs. Q1 2021
- Total value
- $208.0B
- −$8.77B (−4.0%) vs. Q1 2021
- New holders
- 129
- 1,490 more added
- Sold out
- 152
- 1,137 more reduced
37 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | 2,947 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $181.8B |
| Q3 2021 | 3,097 | $200.3B |
| Q2 2021 | 3,114 | $208.0B |
| Q1 2021 | 3,174 | $218.1B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers National Bank | 40,081 | $0 | – | −2,272−5.4% | Reduced |
| Mach-1 Financial Group, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Kelly Financial Services LLC | 177,845 | $1.01K | 0.04% | +176,845+17,684.5% | Added |
| Altshuler Shaham Ltd | 9 | $2.00K | 0.00% | −26−74.3% | Reduced |
| Arcadia Investment Advisors LLC | 15 | $2.64K | 0.00% | +15 | New |
| WestEnd Advisors, LLC | – | $2.99K | 0.00% | – | New |
| ClariVest Asset Management LLC | 20 | $4.00K | 0.00% | −7−25.9% | Reduced |
| Longfellow Investment Management Co LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 39 | $7.00K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 50 | $9.00K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 65 | $11.0K | 0.01% | +65 | New |
| Stephenson National Bank & Trust | 76 | $13.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 83 | $15.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 93 | $16.0K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 98 | $17.0K | 0.01% | −5,246−98.2% | Reduced |
| Roble, Belko & Company, Inc | 105 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 104 | $18.0K | 0.01% | +104 | New |
| MBM Wealth Consultants, LLC | 113 | $20.0K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 111 | $20.0K | 0.00% | +14+14.4% | Added |
| Halpern Financial, Inc. | 116 | $20.4K | 0.01% | −30−20.5% | Reduced |
| Goodwin Investment Advisory | 120 | $21.0K | 0.02% | −50−29.4% | Reduced |
| Arcadia Investment Management Corp | 117 | $21.0K | 0.00% | +9+8.3% | Added |
| Bellwether Advisors, LLC | 128 | $22.0K | 0.01% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 124 | $22.0K | 0.02% | +124 | New |
| Filbrandt Wealth Management, LLC | 133 | $23.0K | 0.01% | −5−3.6% | Reduced |
| HBC Financial Services, PLLC | 135 | $23.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 147 | $26.0K | 0.02% | −11−7.0% | Reduced |
| Flagship Private Wealth, LLC | 164 | $28.4K | 0.02% | +50+43.9% | Added |
| Macroview Investment Management LLC | 167 | $29.0K | 0.04% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 163 | $29.0K | 0.03% | 00.0% | Unchanged |
| James Investment Research Inc | 167 | $29.0K | 0.00% | +160+2,285.7% | Added |
| Penserra Capital Management LLC | 170 | $29.0K | 0.00% | +170 | New |
| Johnson Midwest Financial, LLC | 170 | $30.0K | 0.03% | +100+142.9% | Added |
| IAG Wealth Partners, LLC | 174 | $31.0K | 0.01% | +1+0.6% | Added |
| John W. Brooker & Co., CPAs | 192 | $34.0K | 0.02% | −288−60.0% | Reduced |
| Okabena Investment Services Inc | 200 | $35.0K | 0.02% | −6,589−97.1% | Reduced |
| Park Circle Co | 200 | $35.0K | 0.03% | 00.0% | Unchanged |
| Financial Insights, Inc. | 210 | $36.9K | 0.03% | +210 | New |
| Iron Horse Wealth Management, LLC | 211 | $37.0K | 0.02% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 212 | $37.0K | 0.01% | +212 | New |
| Retirement Group, LLC | 222 | $39.0K | 0.02% | −458−67.4% | Reduced |
| Navigation Wealth Management, Inc. | 222 | $39.0K | 0.04% | +12+5.7% | Added |
| Smith Asset Management Group LP | 220 | $39.0K | 0.00% | +220 | New |
| Paragon Wealth Strategies, LLC | 222 | $39.0K | 0.01% | +222 | New |
| Walled Lake Planning & Wealth Management, LLC | 234 | $41.0K | 0.03% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 239 | $42.0K | 0.02% | +6+2.6% | Added |
| Financial Enhancement Group LLC | 238 | $42.0K | 0.01% | +172+260.6% | Added |
| Dougherty Wealth Advisers LLC | 252 | $44.0K | 0.06% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $45.0K | 0.01% | – | – |
| Ashburton (Jersey) Ltd | 270 | $47.0K | 0.02% | −93−25.6% | Reduced |
| Core Wealth Advisors, Inc. | 269 | $47.0K | 0.03% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 285 | $50.0K | 0.07% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 301 | $53.0K | 0.07% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 300 | $53.0K | 0.02% | 00.0% | Unchanged |
| Interactive Financial Advisors | 300 | $53.0K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 310 | $54.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 307 | $54.0K | 0.00% | +55+21.8% | Added |
| Wealthstreet Investment Advisors, LLC | 320 | $56.0K | 0.29% | −97,712−99.7% | Reduced |
| Riverview Trust Co | 355 | $62.0K | 0.07% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 360 | $63.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 374 | $66.0K | 0.02% | +19+5.4% | Added |
| D'Orazio & Associates, Inc. | 381 | $67.0K | 0.02% | −15−3.8% | Reduced |
| Sageworth Trust Co | 385 | $68.0K | 0.01% | −240−38.4% | Reduced |
| Resolute Partners Group | 387 | $68.0K | 0.01% | −91−19.0% | Reduced |
| Hillsdale Investment Management Inc. | 390 | $69.0K | 0.01% | +90+30.0% | Added |
| Tfo-TDC, LLC | 400 | $70.0K | 0.01% | −325−44.8% | Reduced |
| IronBridge Private Wealth, LLC | 399 | $70.0K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 409 | $72.0K | 0.01% | −1,033−71.6% | Reduced |
| Brendel Financial Advisors LLC | 466 | $82.0K | 0.05% | +466 | New |
| Estate Counselors, LLC | 475 | $83.0K | 0.01% | −10,570−95.7% | Reduced |
| Ci Investments Inc. | 470 | $83.0K | 0.00% | −125−21.0% | Reduced |
| Baldrige Asset Management LLC | 497 | $87.0K | 0.04% | +497 | New |
| Eukles Asset Management | 500 | $88.0K | 0.05% | +478+2,172.7% | Added |
| Equitec Proprietary Markets, LLC | 500 | $88.0K | 0.06% | +500 | New |
| Laurel Wealth Planning LLC | 500 | $88.0K | 0.08% | +500 | New |
| Pacifica Partners Inc. | 516 | $90.0K | 0.07% | +28+5.7% | Added |
| West Financial Advisors, LLC | 531 | $93.0K | 0.03% | −325−38.0% | Reduced |
| Deane Retirement Strategies, Inc. | 536 | $94.0K | 0.05% | 00.0% | Unchanged |
| QVR LLC | 542 | $95.0K | 0.24% | −155−22.2% | Reduced |
| tru Independence LLC | 552 | $97.0K | 0.03% | −3,229−85.4% | Reduced |
| Kessler Investment Group, LLC | 573 | $101.0K | 0.08% | 00.0% | Unchanged |
| AGF Investments LLC | 582 | $102.0K | 0.01% | −39−6.3% | Reduced |
| Lowe Wealth Advisors, LLC | 616 | $108.0K | 0.05% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 617 | $108.0K | 0.06% | +65+11.8% | Added |
| Pacitti Group Inc. | 629 | $110.0K | 0.07% | −358−36.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | – | $117.0K | 0.01% | – | – |
| Barnett & Company, Inc. | 679 | $119.0K | 0.08% | −245−26.5% | Reduced |
| Cypress Capital Management LLC (WY) | 682 | $120.0K | 0.09% | −142−17.2% | Reduced |
| Cranbrook Wealth Management, LLC | 702 | $123.0K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 702 | $123.0K | 0.04% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 713 | $125.0K | 0.04% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 710 | $125.0K | 0.02% | 00.0% | Unchanged |
| Gladius Capital Management LP | 708 | $125.0K | 0.05% | +708 | New |
| Orion Capital Management LLC | 716 | $126.0K | 0.08% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 722 | $127.0K | 0.08% | +250+53.0% | Added |