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; 2,948 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 | 2,948 | $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 |
|---|---|---|---|---|---|
| S.E.E.D. Planning Group LLC | 5,051 | $888.0K | 0.44% | −81−1.6% | Reduced |
| Sterling Investment Management, Inc. | 5,060 | $889.0K | 0.58% | −658−11.5% | Reduced |
| Opal Wealth Advisors, LLC | 5,065 | $890.0K | 0.83% | +83+1.7% | Added |
| Avenir Corp | 5,062 | $890.0K | 0.07% | +1,694+50.3% | Added |
| Platte River Wealth Advisors, LLC | 5,076 | $892.0K | 0.34% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 5,083 | $893.0K | 0.42% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,084 | $893.0K | 0.08% | +125+2.5% | Added |
| Greatmark Investment Partners, Inc. | 5,095 | $896.0K | 0.16% | 00.0% | Unchanged |
| McLean Asset Management Corp | 4,995 | $896.0K | 0.40% | −4−0.1% | Reduced |
| Premier Asset Management LLC | 5,105 | $897.0K | 0.13% | −200−3.8% | Reduced |
| Fortem Financial Group, LLC | 5,106 | $897.0K | 0.45% | +82+1.6% | Added |
| Green Harvest Asset Management LLC | 5,109 | $898.0K | 0.17% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,117 | $899.0K | 0.28% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 5,112 | $899.0K | 0.46% | +27+0.5% | Added |
| Columbia Trust Co 01012016 | 5,131 | $902.0K | 0.51% | −258−4.8% | Reduced |
| 1776 Wealth LLC | 5,133 | $902.0K | 0.51% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 5,144 | $904.0K | 0.36% | +325+6.7% | Added |
| Game Plan Financial Advisors, LLC | 5,166 | $908.0K | 0.54% | +5,166 | New |
| Cedar Brook Financial Partners, LLC | 5,177 | $910.0K | 0.26% | +192+3.9% | Added |
| PFG Advisors | 5,177 | $910.0K | 0.10% | +434+9.2% | Added |
| Vigilant Capital Management, LLC | 5,176 | $910.0K | 0.07% | +1,260+32.2% | Added |
| Old North State Trust, LLC | 5,183 | $911.0K | 0.69% | +632+13.9% | Added |
| KCS Wealth Advisory | 5,214 | $916.0K | 0.43% | −135−2.5% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,222 | $918.0K | 0.01% | +20+0.4% | Added |
| Acorn Wealth Advisors, LLC | 5,233 | $920.0K | 0.64% | −93−1.7% | Reduced |
| Paradigm Financial Advisors, LLC | 5,250 | $923.0K | 0.21% | +45+0.9% | Added |
| SkyView Investment Advisors, LLC | 5,031 | $928.0K | 0.43% | 00.0% | Unchanged |
| Standard Family Office LLC | 5,280 | $928.0K | 0.19% | +455+9.4% | Added |
| USA Financial Portformulas Corp | 5,287 | $929.0K | 0.78% | −1,203−18.5% | Reduced |
| Golden Green, Inc. | 5,291 | $930.0K | 0.71% | +36+0.7% | Added |
| Orca Investment Management, LLC | 5,293 | $930.0K | 0.84% | +522+10.9% | Added |
| Claraphi Advisory Network, LLC | 5,298 | $931.0K | 0.28% | −4,469−45.8% | Reduced |
| Plancorp, LLC | 5,302 | $932.0K | 0.07% | +12+0.2% | Added |
| Reitz Capital Advisors LLC | 5,302 | $932.0K | 0.66% | +34+0.6% | Added |
| Foster Group, Inc. | 5,303 | $932.0K | 0.11% | +133+2.6% | Added |
| TSFG, LLC | 5,312 | $934.0K | 0.38% | +36+0.7% | Added |
| Close Asset Management Ltd | 5,318 | $935.0K | 0.04% | +28+0.5% | Added |
| KC Investment Advisors, LLC | 5,333 | $937.0K | 0.75% | +738+16.1% | Added |
| CWS Financial Advisors, LLC | 5,359 | $942.0K | 0.38% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 5,364 | $943.0K | 0.42% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,371 | $944.0K | 0.11% | +211+4.1% | Added |
| LCM Capital Management Inc | 5,379 | $945.0K | 0.79% | −16−0.3% | Reduced |
| Assenagon Asset Management S.A. | 5,383 | $946.0K | 0.00% | −2,009,958−99.7% | Reduced |
| Paragon Capital Management Ltd | 5,379 | $946.0K | 0.44% | 00.0% | Unchanged |
| Boit C F David | 5,400 | $949.0K | 0.72% | +5,400 | New |
| Financial Perspectives, Inc | 5,411 | $951.1K | 0.46% | −993,024−99.5% | Reduced |
| First Personal Financial Services | 5,414 | $952.0K | 0.24% | +285+5.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,429 | $954.0K | 0.42% | −16−0.3% | Reduced |
| MTM Investment Management, LLC | 5,426 | $954.0K | 0.50% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 5,517 | $958.0K | 0.75% | +4,000+263.7% | Added |
| Knowledge Leaders Capital, LLC | 5,460 | $960.0K | 0.64% | +5,460 | New |
| Sigma Investment Counselors Inc | 5,468 | $961.0K | 0.07% | +147+2.8% | Added |
| Summit Financial Strategies, Inc. | 5,473 | $962.0K | 0.20% | +1,616+41.9% | Added |
| Lineweaver Wealth Advisors, LLC | 5,494 | $965.0K | 0.32% | +105+1.9% | Added |
| PNC Managed Account Solutions, Inc. | 5,489 | $965.0K | 0.19% | +5,489 | New |
| Pinnacle Bancorp, Inc. | 5,500 | $967.0K | 0.44% | +737+15.5% | Added |
| Wealth Quarterback LLC | 5,502 | $967.0K | 0.59% | +5,502 | New |
| West Chester Capital Advisors, Inc | 5,530 | $972.0K | 0.76% | −1,222−18.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,537 | $973.0K | 0.61% | −176−3.1% | Reduced |
| Clare Market Investments LLC | 5,539 | $973.6K | 0.31% | −4,907−47.0% | Reduced |
| Wealthquest Corp | 5,555 | $976.0K | 0.17% | +79+1.4% | Added |
| Accretive Wealth Partners, LLC | 5,566 | $978.0K | 0.71% | +974+21.2% | Added |
| O'Dell Group, LLC | 5,571 | $979.0K | 0.31% | −445−7.4% | Reduced |
| Horizon Investment Services, LLC | 5,568 | $979.0K | 0.48% | −163−2.8% | Reduced |
| Evolution Wealth Advisors, LLC | 5,578 | $980.0K | 0.20% | −255−4.4% | Reduced |
| Secure Asset Management, LLC | 5,587 | $982.0K | 0.50% | +328+6.2% | Added |
| Granger Management LLC | 5,606 | $985.0K | 0.20% | +84+1.5% | Added |
| Lehman & Derafelo Financial Resources LLC | 5,607 | $986.0K | 0.27% | +55+1.0% | Added |
| WNY Asset Management, LLC | 5,598 | $987.0K | 0.35% | −154−2.7% | Reduced |
| Wealth Management Partners, LLC | 5,617 | $987.0K | 0.69% | +124+2.3% | Added |
| Foresight Wealth Management, LLC | 5,622 | $988.0K | 0.42% | +155+2.8% | Added |
| Cardinal Strategic Wealth Guidance | 5,646 | $990.0K | 0.52% | −52−0.9% | Reduced |
| First National Bank of South Miami | 5,633 | $990.0K | 0.68% | +499+9.7% | Added |
| Doliver Advisors, LP | 5,630 | $990.0K | 0.33% | +1,015+22.0% | Added |
| Ayalon Holdings Ltd. | 5,590 | $991.0K | 0.33% | −1,357−19.5% | Reduced |
| Cape Ann Savings Bank | 5,637 | $991.0K | 0.63% | +21+0.4% | Added |
| Grace Capital | 5,654 | $993.0K | 0.66% | −342−5.7% | Reduced |
| Alphasimplex Group, LLC | 5,647 | $993.0K | 0.50% | 00.0% | Unchanged |
| Capital City Trust Co | 5,652 | $994.0K | 0.30% | −82−1.4% | Reduced |
| West Family Investments, Inc. | 5,664 | $996.0K | 0.28% | +5,664 | New |
| WealthShield Partners, LLC | 5,691 | $1.00M | 0.16% | +51+0.9% | Added |
| Center for Financial Planning, Inc. | 5,698 | $1.00M | 0.25% | +1,119+24.4% | Added |
| PDS Planning, Inc | 5,726 | $1.01M | 0.25% | +641+12.6% | Added |
| Evermay Wealth Management LLC | 5,740 | $1.01M | 0.19% | −120−2.0% | Reduced |
| Kercheville Advisors, LLC | 5,753 | $1.01M | 0.47% | +175+3.1% | Added |
| Occudo Quantitative Strategies LP | 5,752 | $1.01M | 0.15% | +5,752 | New |
| Legato Capital Management LLC | 5,762 | $1.01M | 0.14% | +5,762 | New |
| TrinityPoint Wealth, LLC | 5,776 | $1.01M | 0.21% | +18+0.3% | Added |
| Smithbridge Asset Management Inc | 5,783 | $1.02M | 0.33% | +511+9.7% | Added |
| First Command Bank | 5,783 | $1.02M | 0.11% | +279+5.1% | Added |
| First Command Financial Services, Inc. | 5,783 | $1.02M | 0.11% | +279+5.1% | Added |
| Connecticut Wealth Management, LLC | 5,793 | $1.02M | 0.09% | −1,454−20.1% | Reduced |
| DF Dent & Co Inc | 5,791 | $1.02M | 0.01% | −1,257−17.8% | Reduced |
| Wilkins Investment Counsel Inc | 5,800 | $1.02M | 0.25% | 00.0% | Unchanged |
| Engine No. 1 LLC | 5,800 | $1.02M | 0.28% | +5,800 | New |
| Laird Norton Trust Company, LLC | 5,815 | $1.02M | 0.11% | −1,749−23.1% | Reduced |
| Baystate Wealth Management LLC | 5,812 | $1.02M | 0.10% | +107+1.9% | Added |
| Summit Trail Advisors, LLC | 5,813 | $1.02M | 0.09% | +165+2.9% | Added |
| Newbridge Financial Services Group, Inc. | 5,812 | $1.02M | 0.63% | +818+16.4% | Added |
| Global Strategic Investment Solutions, LLC | 5,854 | $1.03M | 0.17% | −3,112−34.7% | Reduced |