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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 5,870 | $1.03M | 0.11% | −639−9.8% | Reduced |
| IFG Advisors, LLC | 5,869 | $1.03M | 0.49% | +211+3.7% | Added |
| XML Financial, LLC | 5,877 | $1.03M | 0.23% | −1,326−18.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 5,876 | $1.03M | 0.37% | −422−6.7% | Reduced |
| Barton Investment Management | 5,879 | $1.03M | 0.08% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 5,877 | $1.03M | 0.59% | +427+7.8% | Added |
| Derbend Asset Management | 5,908 | $1.04M | 0.97% | +5,908 | New |
| Peachtree Investment Partners, LLC | 5,929 | $1.04M | 0.51% | −1,235−17.2% | Reduced |
| Thompson Investment Management, Inc. | 5,928 | $1.04M | 0.15% | −580−8.9% | Reduced |
| TCI Wealth Advisors, Inc. | 5,943 | $1.04M | 0.18% | +40+0.7% | Added |
| Peterson Wealth Management | 5,968 | $1.05M | 0.83% | +4,483+301.9% | Added |
| Delta Investment Management, LLC | 5,975 | $1.05M | 0.31% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 5,977 | $1.05M | 0.08% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 5,971 | $1.05M | 0.62% | +669+12.6% | Added |
| Polaris Wealth Advisory Group, LLC | 5,934 | $1.05M | 0.06% | +180+3.1% | Added |
| Campbell & CO Investment Adviser LLC | 5,984 | $1.05M | 0.45% | +4,900+452.0% | Added |
| Regents of the University of California | 6,000 | $1.05M | 0.13% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 6,006 | $1.06M | 0.28% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 5,839 | $1.06M | 0.13% | −194−3.2% | Reduced |
| Harvey Investment Co LLC | 6,032 | $1.06M | 0.14% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 6,036 | $1.06M | 0.80% | +35+0.6% | Added |
| NewEdge Wealth, LLC | 6,035 | $1.06M | 0.08% | +150+2.5% | Added |
| First Heartland Consultants, Inc. | 6,066 | $1.07M | 0.16% | −1,318−17.8% | Reduced |
| FinTrust Capital Advisors, LLC | 6,118 | $1.07M | 0.28% | +741+13.8% | Added |
| Keebeck Wealth Management, LLC | 6,123 | $1.08M | 0.16% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 6,124 | $1.08M | 0.65% | +221+3.7% | Added |
| Cottage Street Advisors LLC | 6,138 | $1.08M | 0.64% | −1,780−22.5% | Reduced |
| Chilton Investment Co LLC | 6,156 | $1.08M | 0.03% | +145+2.4% | Added |
| Horizon Kinetics Asset Management LLC | 6,160 | $1.08M | 0.02% | −585−8.7% | Reduced |
| Foster & Motley Inc | 6,162 | $1.08M | 0.09% | −22−0.4% | Reduced |
| Linscomb & Williams, Inc. | 6,167 | $1.08M | 0.06% | −119−1.9% | Reduced |
| Tradewinds Capital Management, LLC | 6,195 | $1.09M | 0.20% | −107−1.7% | Reduced |
| Ethic Inc. | 6,204 | $1.09M | 0.13% | +71+1.2% | Added |
| West Paces Advisors Inc. | 6,205 | $1.09M | 0.40% | −136−2.1% | Reduced |
| Tobam | 6,208 | $1.09M | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 6,205 | $1.09M | 0.48% | +11+0.2% | Added |
| James Hambro & Partners | 6,215 | $1.09M | 0.09% | −2,636−29.8% | Reduced |
| Orrstown Financial Services Inc | 6,160 | $1.09M | 1.58% | −302−4.7% | Reduced |
| Lumature Wealth Partners, LLC | 6,211 | $1.09M | 0.45% | +778+14.3% | Added |
| Harbor Financial Services, LLC | 6,238 | $1.10M | 0.46% | −394−5.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 6,110 | $1.10M | 0.47% | +2,177+55.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 6,267 | $1.10M | 0.69% | −200−3.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 6,266 | $1.10M | 0.71% | −274−4.2% | Reduced |
| Crumly & Associates Inc. | 6,263 | $1.10M | 0.53% | +1,627+35.1% | Added |
| Old National Bancorp | 6,280 | $1.10M | 0.04% | −842−11.8% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 6,284 | $1.10M | 0.31% | +23+0.4% | Added |
| United Asset Strategies, Inc. | 6,290 | $1.11M | 0.15% | +384+6.5% | Added |
| Intact Investment Management Inc. | 6,300 | $1.11M | 0.03% | −3,700−37.0% | Reduced |
| Hamilton Capital, LLC | 6,301 | $1.11M | 0.11% | +4,515+252.8% | Added |
| CMG Global Holdings, LLC | 6,307 | $1.11M | 0.84% | +2,017+47.0% | Added |
| Michael B. Yongue | 6,316 | $1.11M | 0.81% | +383+6.5% | Added |
| Menard Financial Group LLC | 6,356 | $1.12M | 1.06% | +782+14.0% | Added |
| First Commonwealth Financial Corp | 6,361 | $1.12M | 0.39% | −71−1.1% | Reduced |
| FOCUS Wealth Advisors, LLC | 6,386 | $1.12M | 0.78% | +1,011+18.8% | Added |
| Abner Herrman & Brock LLC | 6,402 | $1.13M | 0.16% | −350−5.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 6,400 | $1.13M | 0.42% | 00.0% | Unchanged |
| Quantitative Value Technologies, LLC | 6,406 | $1.13M | 1.85% | +850+15.3% | Added |
| American Financial Advisors, LLC | 6,414 | $1.13M | 0.16% | −592−8.4% | Reduced |
| Monte Financial Group, LLC | 6,420 | $1.13M | 0.64% | +248+4.0% | Added |
| Gray Wealth Management Inc. | 6,421 | $1.13M | 0.65% | +56+0.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,432 | $1.13M | 0.55% | −714−10.0% | Reduced |
| Clarity Wealth Advisors, LLC | 6,436 | $1.13M | 0.59% | −81−1.2% | Reduced |
| Wambolt & Associates, LLC | 6,414 | $1.14M | 0.48% | +913+16.6% | Added |
| Hoese & Co LLP | 6,474 | $1.14M | 1.28% | +494+8.3% | Added |
| Hexagon Capital Partners LLC | 6,480 | $1.14M | 0.32% | +29+0.4% | Added |
| Samalin Investment Counsel, LLC | 6,483 | $1.14M | 0.74% | −352−5.1% | Reduced |
| Fieldpoint Private Securities, LLC | 6,446 | $1.14M | 0.25% | +317+5.2% | Added |
| S. Muoio & Co. LLC | 6,500 | $1.14M | 0.97% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,524 | $1.15M | 0.58% | +843+14.8% | Added |
| TLWM | 6,528 | $1.15M | 0.41% | +49+0.8% | Added |
| Phocas Financial Corp. | 6,536 | $1.15M | 0.14% | +99+1.5% | Added |
| Delphi Management Inc | 6,541 | $1.15M | 1.10% | +90+1.4% | Added |
| Avestar Capital, LLC | 6,547 | $1.15M | 0.22% | +3,853+143.0% | Added |
| Clear Creek Financial Management, LLC | 6,556 | $1.15M | 0.18% | +4,308+191.6% | Added |
| Investors Financial Group, LLC | 6,580 | $1.16M | 0.62% | −138−2.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,608 | $1.16M | 0.38% | +2,568+63.6% | Added |
| Meridian Wealth Advisors, LLC | 6,635 | $1.17M | 0.33% | +1,385+26.4% | Added |
| GoalVest Advisory LLC | 6,657 | $1.17M | 0.73% | +3,418+105.5% | Added |
| Addison Advisors LLC | 6,682 | $1.17M | 0.95% | +6,682 | New |
| Duality Advisers, LP | 6,683 | $1.18M | 0.10% | −18,273−73.2% | Reduced |
| Evanson Asset Management, LLC | 6,689 | $1.18M | 0.12% | −211−3.1% | Reduced |
| BerganKDV Wealth Management, LLC | 6,696 | $1.18M | 0.14% | +153+2.3% | Added |
| Dohj, LLC | 6,701 | $1.18M | 0.62% | −1,867−21.8% | Reduced |
| Legacy Capital Partners, Inc. | 6,729 | $1.18M | 0.42% | −700−9.4% | Reduced |
| WP Advisors, LLC | 6,735 | $1.18M | 0.49% | +87+1.3% | Added |
| Smith Chas P & Associates Pa Cpas | 6,776 | $1.19M | 0.09% | +464+7.4% | Added |
| AdvisorShares Investments LLC | 6,785 | $1.19M | 0.16% | +1,312+24.0% | Added |
| Tarbox Family Office, Inc. | 6,800 | $1.20M | 0.21% | +3,065+82.1% | Added |
| Plante Moran Financial Advisors, LLC | 6,807 | $1.20M | 0.29% | −1,189−14.9% | Reduced |
| Intellectus Partners, LLC | 6,818 | $1.20M | 0.27% | −2,046−23.1% | Reduced |
| Great Diamond Partners, LLC | 6,830 | $1.20M | 0.34% | +20.0% | Added |
| Sheets Smith Wealth Management | 6,829 | $1.20M | 0.16% | +43+0.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,842 | $1.20M | 0.40% | +125+1.9% | Added |
| Chicago Partners Investment Group LLC | 6,737 | $1.20M | 0.09% | +371+5.8% | Added |
| Simplex Trading, LLC | 6,855 | $1.20M | 0.04% | −17,305−71.6% | Reduced |
| Winton Group Ltd | 6,874 | $1.21M | 0.06% | +1,688+32.5% | Added |
| Crescent Grove Advisors, LLC | 6,886 | $1.21M | 0.13% | +1,544+28.9% | Added |
| Hardy Reed LLC | 6,895 | $1.21M | 0.22% | −15−0.2% | Reduced |
| Soltis Investment Advisors LLC | 6,903 | $1.21M | 0.19% | −258−3.6% | Reduced |
| DeDora Capital, Inc. | 6,906 | $1.21M | 0.53% | +197+2.9% | Added |