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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 6,910 | $1.22M | 0.52% | +151+2.2% | Added |
| Dumont & Blake Investment Advisors LLC | 6,918 | $1.22M | 0.35% | +85+1.2% | Added |
| Pure Financial Advisors, Inc. | 6,917 | $1.22M | 0.10% | +213+3.2% | Added |
| Aspen Investment Management Inc | 6,929 | $1.22M | 0.64% | −7−0.1% | Reduced |
| Bridgeworth, LLC | 6,996 | $1.23M | 0.35% | −135−1.9% | Reduced |
| Vista Investment Management | 6,995 | $1.23M | 0.73% | −9−0.1% | Reduced |
| LVW Advisors, LLC | 7,007 | $1.23M | 0.22% | +87+1.3% | Added |
| Rosenbaum Jay D. | 7,018 | $1.23M | 2.04% | −20−0.3% | Reduced |
| Merit Financial Group, LLC | 7,028 | $1.24M | 0.12% | +134+1.9% | Added |
| HGK Asset Management Inc | 7,030 | $1.24M | 0.39% | +7+0.1% | Added |
| Landaas & Co | 7,035 | $1.24M | 0.69% | −107−1.5% | Reduced |
| Legacy Bridge, LLC | 7,046 | $1.24M | 0.70% | −100−1.4% | Reduced |
| Private Portfolio Partners LLC | 7,044 | $1.24M | 0.36% | +368+5.5% | Added |
| LifeSteps Financial, Inc. | 7,050 | $1.24M | 0.95% | +722+11.4% | Added |
| QP Wealth Management, LLC | 7,054 | $1.24M | 1.27% | −1,024−12.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,073 | $1.24M | 1.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7,081 | $1.25M | 0.45% | +677+10.6% | Added |
| Brandywine Oak Private Wealth LLC | 7,098 | $1.25M | 0.15% | +786+12.5% | Added |
| Crew Capital Management, Ltd. | 7,142 | $1.25M | 1.17% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 7,143 | $1.26M | 0.33% | +1,008+16.4% | Added |
| Proffitt & Goodson Inc | 7,153 | $1.26M | 0.23% | −138−1.9% | Reduced |
| Renasant Bank | 7,156 | $1.26M | 0.95% | −1,036−12.6% | Reduced |
| Resource Management, LLC | 7,161 | $1.26M | 0.14% | −2,296−24.3% | Reduced |
| Berkeley Capital Partners, LLC | 7,182 | $1.26M | 0.56% | −369−4.9% | Reduced |
| 9258 Wealth Management, LLC | 7,205 | $1.27M | 0.34% | −39−0.5% | Reduced |
| Benedict Financial Advisors Inc | 7,245 | $1.27M | 0.35% | +2,295+46.4% | Added |
| Old Mission Investment Co LLC | 7,243 | $1.27M | 0.52% | +1,125+18.4% | Added |
| Telemetry Investments, L.L.C. | 7,250 | $1.27M | 1.77% | −1,250−14.7% | Reduced |
| PBMares Wealth Management LLC | 7,252 | $1.27M | 0.69% | +5+0.1% | Added |
| Ipswich Investment Management Co., Inc. | 7,255 | $1.27M | 0.33% | +240+3.4% | Added |
| Bray Capital Advisors | 7,282 | $1.28M | 0.33% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 7,281 | $1.28M | 0.74% | +165+2.3% | Added |
| Financial Partners Capital Management LLC | 7,293 | $1.28M | 0.24% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 7,291 | $1.28M | 0.04% | +43+0.6% | Added |
| Fulton Breakefield Broenniman LLC | 7,308 | $1.28M | 0.11% | −45−0.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,321 | $1.29M | 0.38% | +70+1.0% | Added |
| Fca Corp | 7,349 | $1.29M | 0.37% | −3,850−34.4% | Reduced |
| Chelsea Counsel Co | 7,397 | $1.30M | 0.60% | −16−0.2% | Reduced |
| Greystone Financial Group, LLC | 7,426 | $1.30M | 0.32% | +12+0.2% | Added |
| Insight Wealth Strategies, LLC | 7,446 | $1.31M | 0.19% | −786−9.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 7,446 | $1.31M | 0.50% | +234+3.2% | Added |
| Matrix Private Capital Group LLC | 7,454 | $1.31M | 0.72% | −189−2.5% | Reduced |
| Foundations Investment Advisors, LLC | 7,403 | $1.31M | 0.06% | +247+3.5% | Added |
| Hayek Kallen Investment Management | 7,467 | $1.31M | 0.55% | 00.0% | Unchanged |
| Arnhold LLC | 7,464 | $1.31M | 0.15% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,467 | $1.31M | 0.43% | +1,616+27.6% | Added |
| Capital Wealth Alliance, LLC | 7,592 | $1.31M | 0.84% | +524+7.4% | Added |
| FLC Capital Advisors | 7,475 | $1.31M | 0.39% | −381−4.8% | Reduced |
| Excalibur Management Corp | 7,477 | $1.31M | 0.60% | −24−0.3% | Reduced |
| Gleason Group, Inc. | 7,492 | $1.32M | 0.48% | 00.0% | Unchanged |
| Capital Management Associates | 7,492 | $1.32M | 1.26% | +1,215+19.4% | Added |
| Minot Wealth Management LLC | 7,177 | $1.32M | 0.29% | −13,941−66.0% | Reduced |
| Saybrook Capital | 7,506 | $1.32M | 0.36% | +106+1.4% | Added |
| SNS Financial Group, LLC | 7,524 | $1.32M | 0.17% | −14,993−66.6% | Reduced |
| BCK Capital Management LP | 7,537 | $1.32M | 0.66% | −13,998−65.0% | Reduced |
| Detalus Advisors, LLC | 7,541 | $1.32M | 0.71% | +12+0.2% | Added |
| Sunflower Bank, N.A. | 7,539 | $1.32M | 0.20% | +676+9.8% | Added |
| WealthTrust Axiom LLC | 7,561 | $1.33M | 0.43% | −510−6.3% | Reduced |
| Merrion Investment Management Co, LLC | 7,561 | $1.33M | 1.01% | 00.0% | Unchanged |
| Apriem Advisors | 7,569 | $1.33M | 0.20% | −65−0.9% | Reduced |
| Alaethes Wealth LLC | 7,575 | $1.33M | 1.03% | +396+5.5% | Added |
| Palumbo Wealth Management LLC | 7,595 | $1.33M | 0.90% | −23−0.3% | Reduced |
| Ballast, Inc. | 7,597 | $1.33M | 0.56% | +922+13.8% | Added |
| New World Advisors LLC | 7,595 | $1.33M | 0.90% | +7,595 | New |
| Citizens & Northern Corp | 7,602 | $1.34M | 0.50% | −359−4.5% | Reduced |
| KG&L Capital Management,LLC | 7,610 | $1.34M | 0.61% | +3,932+106.9% | Added |
| Lake Street Financial LLC | 7,578 | $1.34M | 0.34% | +377+5.2% | Added |
| Gables Capital Management Inc. | 7,651 | $1.34M | 0.92% | −3,290−30.1% | Reduced |
| AIA Group Ltd | 7,790 | $1.35M | 0.09% | +6,704+617.3% | Added |
| Weaver Consulting Group | 7,702 | $1.35M | 0.76% | +758+10.9% | Added |
| Providence Wealth Advisors, LLC | 7,683 | $1.36M | 0.93% | +25+0.3% | Added |
| Integrated Investment Consultants, LLC | 7,729 | $1.36M | 0.40% | +854+12.4% | Added |
| First PREMIER Bank | 7,729 | $1.36M | 0.39% | +663+9.4% | Added |
| William Blair Investment Management, LLC | 7,769 | $1.37M | 0.00% | +5,273+211.3% | Added |
| Roosevelt Investment Group LLC | 7,810 | $1.37M | 0.08% | +1,488+23.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,828 | $1.38M | 0.45% | −30−0.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 7,848 | $1.38M | 0.28% | +866+12.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 7,879 | $1.39M | 0.17% | +437+5.9% | Added |
| Adviser Investments LLC | 7,896 | $1.39M | 0.10% | +13+0.2% | Added |
| Corsicana & Co. | 7,898 | $1.39M | 0.88% | +7,898 | New |
| Biltmore Family Office, LLC | 7,918 | $1.39M | 0.40% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 7,919 | $1.39M | 0.22% | +810+11.4% | Added |
| Westfield Capital Management Co LP | 7,931 | $1.39M | 0.01% | +70+0.9% | Added |
| Larson Financial Group LLC | 7,950 | $1.40M | 0.32% | −38−0.5% | Reduced |
| Fiduciary Planning LLC | 7,955 | $1.40M | 1.21% | −3,347−29.6% | Reduced |
| Bulltick Wealth Management, LLC | 7,955 | $1.40M | 0.33% | +2,977+59.8% | Added |
| Abundance Wealth Counselors | 7,960 | $1.40M | 0.36% | +1,118+16.3% | Added |
| Independence Bank of Kentucky | 7,977 | $1.40M | 0.62% | −650−7.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 7,989 | $1.40M | 0.01% | −1,163−12.7% | Reduced |
| Chicago Capital, LLC | 7,995 | $1.41M | 0.05% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 8,041 | $1.41M | 0.62% | +25+0.3% | Added |
| Gradient Investments LLC | 8,039 | $1.41M | 0.04% | +512+6.8% | Added |
| Safeguard Investment Advisory Group, LLC | 8,048 | $1.41M | 1.01% | +5,633+233.3% | Added |
| TRUE Private Wealth Advisors | 8,055 | $1.42M | 0.21% | −183−2.2% | Reduced |
| Accredited Investors Inc. | 8,095 | $1.42M | 0.15% | +78+1.0% | Added |
| JBJ Investment Partners, LLC | 8,099 | $1.42M | 0.29% | −140−1.7% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 8,102 | $1.42M | 2.12% | +8,102 | New |
| Decatur Capital Management, Inc. | 8,133 | $1.43M | 0.45% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 8,140 | $1.43M | 0.48% | +147+1.8% | Added |
| Liberty Wealth Management LLC | 8,032 | $1.44M | 0.56% | +237+3.0% | Added |