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 | 3,179 | $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 | 3,298 | $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 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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 9,858 | $1.73M | 0.40% | −332−3.3% | Reduced |
| Coastal Bridge Advisors, LLC | 9,863 | $1.73M | 0.36% | +66+0.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 9,864 | $1.73M | 1.29% | +9,864 | New |
| Boothbay Fund Management, LLC | 9,883 | $1.74M | 0.07% | −21,920−68.9% | Reduced |
| Financial Architects, Inc | 9,953 | $1.75M | 0.25% | +65+0.7% | Added |
| Investment Advisory Services Inc | 9,963 | $1.75M | 1.08% | +9,963 | New |
| Oxford Financial Group Ltd | 9,974 | $1.75M | 0.24% | +575+6.1% | Added |
| Baldwin Investment Management, LLC | 9,996 | $1.76M | 0.30% | −640−6.0% | Reduced |
| TriaGen Wealth Management LLC | 10,003 | $1.76M | 0.91% | +35+0.4% | Added |
| Tempus Wealth Planning, LLC | 10,036 | $1.76M | 1.17% | +10,036 | New |
| Benedetti & Gucer, Inc. | 10,053 | $1.77M | 1.59% | −230−2.2% | Reduced |
| Avidian Wealth Solutions, LLC | 10,052 | $1.77M | 0.14% | −74−0.7% | Reduced |
| WT Wealth Management | 10,066 | $1.77M | 0.72% | +693+7.4% | Added |
| IVC Wealth Advisors LLC | 10,069 | $1.77M | 1.24% | −226−2.2% | Reduced |
| Caliber Wealth Management, LLC | 10,130 | $1.78M | 1.26% | +15+0.1% | Added |
| Lake Street Advisors Group, LLC | 9,935 | $1.78M | 0.13% | +59+0.6% | Added |
| Mattern Wealth Management LLC | 9,961 | $1.79M | 0.57% | +1,693+20.5% | Added |
| Abacus Planning Group, Inc. | 10,175 | $1.79M | 0.55% | −1,483−12.7% | Reduced |
| Alta Wealth Advisors LLC | 10,173 | $1.79M | 1.31% | +1,586+18.5% | Added |
| Hamilton Wealth, LLC | 10,178 | $1.79M | 0.83% | +134+1.3% | Added |
| ZWJ Investment Counsel Inc | 10,187 | $1.79M | 0.10% | +1,961+23.8% | Added |
| Piscataqua Savings Bank | 10,253 | $1.80M | 1.54% | −6−0.1% | Reduced |
| Buffington Mohr McNeal | 10,282 | $1.81M | 0.35% | −485−4.5% | Reduced |
| Claro Advisors LLC | 10,317 | $1.81M | 0.82% | +284+2.8% | Added |
| Hilltop Holdings Inc. | 10,324 | $1.81M | 0.20% | −910−8.1% | Reduced |
| Financial Management Network Inc | 10,242 | $1.81M | 0.92% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 10,346 | $1.82M | 0.56% | 00.0% | Unchanged |
| Hendley & Co Inc | 10,365 | $1.82M | 0.61% | −120−1.1% | Reduced |
| Outfitter Financial LLC | 10,390 | $1.83M | 1.40% | −145−1.4% | Reduced |
| Successful Portfolios LLC | 10,429 | $1.83M | 1.11% | +456+4.6% | Added |
| Baldwin Brothers Inc | 10,436 | $1.83M | 0.20% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 10,385 | $1.84M | 0.56% | +1,217+13.3% | Added |
| Visionary Wealth Advisors | 10,456 | $1.84M | 0.18% | −79−0.7% | Reduced |
| New England Research & Management, Inc. | 10,455 | $1.84M | 0.95% | +4,790+84.6% | Added |
| Cary Street Partner Investment Advisory LLC | 10,472 | $1.84M | 0.59% | +4,784+84.1% | Added |
| Main Street Financial Solutions, LLC | 10,492 | $1.84M | 0.30% | +509+5.1% | Added |
| Ashton Thomas Private Wealth, LLC | 10,496 | $1.84M | 0.28% | −15−0.1% | Reduced |
| Sippican Capital Advisors | 10,496 | $1.84M | 1.61% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,516 | $1.85M | 0.18% | −8,264−44.0% | Reduced |
| Prestige Wealth Management Group LLC | 10,510 | $1.85M | 0.49% | −1,598−13.2% | Reduced |
| Garrison Point Advisors, LLC | 10,529 | $1.85M | 1.33% | −39−0.4% | Reduced |
| Capital One Financial Corp | 10,535 | $1.85M | 0.22% | +405+4.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,546 | $1.85M | 0.45% | +253+2.5% | Added |
| Oxbow Advisors, LLC | 10,578 | $1.86M | 0.19% | +173+1.7% | Added |
| Allegiant Private Advisors, LLC | 10,584 | $1.86M | 0.30% | −296−2.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 10,617 | $1.87M | 0.10% | +235+2.3% | Added |
| Dimension Capital Management LLC | 10,632 | $1.87M | 0.41% | −2,204−17.2% | Reduced |
| WESCAP Management Group, Inc. | 10,630 | $1.87M | 0.54% | +45+0.4% | Added |
| Trustcore Financial Services, LLC | 10,641 | $1.87M | 0.20% | −118−1.1% | Reduced |
| Front Row Advisors LLC | 10,791 | $1.87M | 0.77% | +2,471+29.7% | Added |
| Clear Harbor Asset Management, LLC | 10,644 | $1.87M | 0.23% | +602+6.0% | Added |
| Archer Investment Corp | 10,677 | $1.88M | 0.74% | +7+0.1% | Added |
| Jaffetilchin Investment Partners, LLC | 10,681 | $1.88M | 0.13% | +80+0.8% | Added |
| Legacy Wealth Management, LLC | 10,680 | $1.88M | 1.04% | −307−2.8% | Reduced |
| Zevenbergen Capital Investments LLC | 10,689 | $1.88M | 0.03% | +925+9.5% | Added |
| Brooks, Moore & Associates, Inc. | 10,706 | $1.88M | 1.20% | −118−1.1% | Reduced |
| Hallmark Capital Management Inc | 10,706 | $1.88M | 0.16% | +267+2.6% | Added |
| Qtron Investments LLC | 10,749 | $1.89M | 0.48% | −583−5.1% | Reduced |
| RSM US Wealth Management LLC | 10,751 | $1.89M | 0.10% | +1,709+18.9% | Added |
| Old Port Advisors | 10,307 | $1.89M | 0.68% | −1,329−11.4% | Reduced |
| Berman Capital Advisors, LLC | 10,815 | $1.90M | 0.30% | −461−4.1% | Reduced |
| Nicolet Bankshares Inc | 10,834 | $1.90M | 0.50% | +255+2.4% | Added |
| Waterfront Wealth Inc. | 10,847 | $1.91M | 0.90% | −40−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,852 | $1.91M | 0.45% | +1,737+19.1% | Added |
| Miracle Mile Advisors, LLC | 10,860 | $1.91M | 0.10% | −1,478−12.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,869 | $1.91M | 0.12% | +1,282+13.4% | Added |
| CoreFirst Bank & Trust | 10,879 | $1.91M | 1.30% | −421−3.7% | Reduced |
| Peoples Financial Services Corp. | 10,886 | $1.91M | 0.80% | −180−1.6% | Reduced |
| Wright Investors Service Inc | 10,891 | $1.91M | 0.52% | −2,694−19.8% | Reduced |
| First Quadrant L P | 10,919 | $1.92M | 0.22% | −1,435−11.6% | Reduced |
| Xcel Wealth Management, LLC | 10,916 | $1.92M | 0.58% | +3,416+45.5% | Added |
| Bogart Wealth, LLC | 10,965 | $1.93M | 0.21% | +1,913+21.1% | Added |
| Cascade Investment Advisors, Inc. | 10,965 | $1.93M | 1.21% | −68−0.6% | Reduced |
| Corrado Advisors, LLC | 11,035 | $1.94M | 1.20% | −358−3.1% | Reduced |
| Grandview Asset Management LLC | 11,058 | $1.94M | 1.07% | −684−5.8% | Reduced |
| Clear Perspective Advisors, LLC | 11,057 | $1.94M | 0.68% | +638+6.1% | Added |
| Golden State Wealth Management, LLC | 11,057 | $1.94M | 0.43% | +4,123+59.5% | Added |
| Nikulski Financial, Inc. | 11,014 | $1.95M | 0.91% | +409+3.9% | Added |
| Alliance Wealth Advisors, LLC | 11,090 | $1.95M | 1.75% | +76+0.7% | Added |
| LSV Asset Management | 11,100 | $1.95M | 0.00% | −1,900−14.6% | Reduced |
| Connolly Sarah T. | 11,119 | $1.95M | 1.60% | +262+2.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 11,159 | $1.96M | 0.41% | −13−0.1% | Reduced |
| Investment Partners, Ltd. | 11,162 | $1.96M | 0.90% | +596+5.6% | Added |
| Tiedemann Advisors, LLC | 11,172 | $1.96M | 0.08% | −982−8.1% | Reduced |
| Friess Associates LLC | 11,185 | $1.97M | 0.74% | −1,781−13.7% | Reduced |
| Hodges Capital Management Inc. | 11,191 | $1.97M | 0.22% | +50+0.4% | Added |
| Beck Mack & Oliver LLC | 11,212 | $1.97M | 0.05% | +450+4.2% | Added |
| Cypress Wealth Services, LLC | 11,218 | $1.97M | 0.54% | −6,278−35.9% | Reduced |
| Icon Wealth Partners, LLC | 11,273 | $1.98M | 0.21% | −457−3.9% | Reduced |
| Leisure Capital Management | 11,269 | $1.98M | 1.10% | −222−1.9% | Reduced |
| Forte Capital LLC | 11,268 | $1.98M | 0.27% | +204+1.8% | Added |
| Indiana Trust & Investment Management CO | 10,947 | $1.98M | 1.09% | +180+1.7% | Added |
| Global Trust Asset Management, LLC | 11,287 | $1.98M | 0.95% | −1,582−12.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 11,286 | $1.98M | 0.14% | −586−4.9% | Reduced |
| Essex Savings Bank | 11,113 | $1.99M | 0.77% | −142−1.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 11,342 | $1.99M | 0.40% | +3,356+42.0% | Added |
| TFG Advisers LLC | 11,358 | $2.00M | 0.96% | +74+0.7% | Added |
| Princeton Portfolio Strategies Group LLC | 11,365 | $2.00M | 0.39% | −100−0.9% | Reduced |
| Verdence Capital Advisors LLC | 11,371 | $2.00M | 0.28% | −40.0% | Reduced |
| Taylor Hoffman Wealth Management | 11,391 | $2.00M | 0.86% | −1,917−14.4% | Reduced |