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 |
|---|---|---|---|---|---|
| Sterneck Capital Management, LLC | 11,196 | $2.00M | 1.24% | +422+3.9% | Added |
| Platform Technology Partners | 11,412 | $2.01M | 0.83% | +11,412 | New |
| Acropolis Investment Management, LLC | 11,419 | $2.01M | 0.19% | +186+1.7% | Added |
| Grimes & Company, Inc. | 11,457 | $2.01M | 0.09% | −299−2.5% | Reduced |
| Founders Financial Securities LLC | 11,572 | $2.03M | 0.40% | −537−4.4% | Reduced |
| Omnia Family Wealth, LLC | 11,570 | $2.03M | 1.30% | −48−0.4% | Reduced |
| Delta Capital Management LLC | 11,580 | $2.04M | 1.26% | −60−0.5% | Reduced |
| Grove Bank & Trust | 11,575 | $2.04M | 0.44% | −23−0.2% | Reduced |
| Bar Harbor Trust Services | 11,642 | $2.05M | 0.66% | +803+7.4% | Added |
| Symmetry Partners, LLC | 11,653 | $2.05M | 0.14% | 00.0% | Unchanged |
| Vigilare Wealth Management | 11,744 | $2.06M | 1.25% | +1,876+19.0% | Added |
| Intrua Financial, LLC | 11,619 | $2.07M | 0.49% | +80+0.7% | Added |
| Cooper Financial Group | 11,788 | $2.07M | 0.42% | +745+6.7% | Added |
| Invst, LLC | 11,564 | $2.07M | 0.34% | +1,049+10.0% | Added |
| First United Bank Trust | 11,823 | $2.08M | 0.87% | −26−0.2% | Reduced |
| JFS Wealth Advisors, LLC | 11,825 | $2.08M | 0.31% | −1,599−11.9% | Reduced |
| Richard P Slaughter Associates Inc | 11,831 | $2.08M | 0.80% | −7−0.1% | Reduced |
| ELCO Management Co., LLC | 11,841 | $2.08M | 1.54% | +1,028+9.5% | Added |
| LBMC Investment Advisors, LLC | 11,856 | $2.08M | 0.20% | +40+0.3% | Added |
| Cypress Capital Management LLC | 11,875 | $2.09M | 0.28% | −338−2.8% | Reduced |
| Formidable Asset Management, LLC | 11,644 | $2.09M | 0.45% | +2,508+27.5% | Added |
| HawsGoodwin Investment Management LLC | 11,901 | $2.09M | 0.64% | −167−1.4% | Reduced |
| Warther Private Wealth, LLC | 11,808 | $2.09M | 2.03% | +11,808 | New |
| Moseley Investment Management Inc | 11,949 | $2.10M | 1.03% | +1,619+15.7% | Added |
| Fortis Capital Management LLC | 11,973 | $2.10M | 1.09% | +11,973 | New |
| Atlas Private Wealth Management | 11,977 | $2.10M | 1.30% | +145+1.2% | Added |
| Prudent Man Advisors, LLC | 11,994 | $2.11M | 0.81% | +518+4.5% | Added |
| Burke & Herbert Bank & Trust Co | 12,008 | $2.11M | 1.36% | −38−0.3% | Reduced |
| Oak Asset Management, LLC | 12,010 | $2.11M | 0.89% | −50.0% | Reduced |
| 180 Wealth Advisors, LLC | 11,930 | $2.11M | 0.48% | +56+0.5% | Added |
| Hoertkorn Richard Charles | 12,035 | $2.12M | 0.95% | −35−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,033 | $2.12M | 0.11% | +1,539+14.7% | Added |
| Hudson Canyon Capital Management | 12,050 | $2.12M | 1.59% | +839+7.5% | Added |
| Assetmark, Inc | 12,076 | $2.12M | 0.01% | +913+8.2% | Added |
| Summit Place Financial Advisors, LLC | 12,076 | $2.12M | 1.56% | +1,355+12.6% | Added |
| Doheny Asset Management | 12,123 | $2.13M | 1.37% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 12,276 | $2.16M | 0.17% | −1,336−9.8% | Reduced |
| Johnson Financial Group, Inc. | 12,295 | $2.16M | 0.14% | −424−3.3% | Reduced |
| Perennial Investment Advisors, LLC | 12,303 | $2.16M | 0.79% | +702+6.1% | Added |
| Modus Advisors, LLC | 12,316 | $2.17M | 0.91% | −190−1.5% | Reduced |
| Lederer & Associates Investment Counsel | 12,332 | $2.17M | 1.44% | +339+2.8% | Added |
| Allen Capital Group, LLC | 12,333 | $2.17M | 0.44% | +2,779+29.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,344 | $2.17M | 0.72% | +676+5.8% | Added |
| Pinnacle Holdings, LLC | 12,350 | $2.17M | 1.00% | −53−0.4% | Reduced |
| LexAurum Advisors, LLC | 12,363 | $2.17M | 0.64% | +5,827+89.2% | Added |
| EagleClaw Capital Managment, LLC | 12,391 | $2.18M | 0.56% | +1,960+18.8% | Added |
| Lester Murray Antman dba SimplyRich | 12,410 | $2.18M | 1.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12,418 | $2.18M | 0.37% | +50.0% | Added |
| Smith Anglin Financial, LLC | 12,457 | $2.19M | 0.42% | +300+2.5% | Added |
| Blue Square Asset Management, LLC | 12,492 | $2.20M | 1.35% | +871+7.5% | Added |
| AlphaCrest Capital Management LLC | 12,516 | $2.20M | 0.09% | −36,573−74.5% | Reduced |
| Nations Financial Group Inc, | 12,543 | $2.21M | 0.37% | +1,057+9.2% | Added |
| Ledyard National Bank | 12,613 | $2.22M | 0.23% | −1,300−9.3% | Reduced |
| Cim Investment Mangement Inc | 12,624 | $2.22M | 0.69% | +4,730+59.9% | Added |
| United Bank | 12,635 | $2.22M | 0.30% | −75−0.6% | Reduced |
| Capstone Triton Financial Group, LLC | 12,648 | $2.22M | 1.37% | −604−4.6% | Reduced |
| New Potomac Partners, LLC | 12,715 | $2.23M | 1.52% | +85+0.7% | Added |
| Cary Street Partners Asset Management LLC | 12,722 | $2.24M | 0.53% | −84,963−87.0% | Reduced |
| Rockland Trust Co | 12,744 | $2.24M | 0.15% | −1,644−11.4% | Reduced |
| Quattro Financial Advisors LLC | 12,134 | $2.24M | 0.60% | −847−6.5% | Reduced |
| Fernwood Investment Management, LLC | 12,793 | $2.25M | 0.74% | +712+5.9% | Added |
| Bangor Savings Bank | 12,820 | $2.25M | 0.25% | +88+0.7% | Added |
| Windsor Group LTD | 12,855 | $2.26M | 0.49% | −10,974−46.1% | Reduced |
| Glenview State Bank Trust Dept. | 12,906 | $2.27M | 0.69% | −135−1.0% | Reduced |
| Aull & Monroe Investment Management Corp | 12,928 | $2.27M | 1.08% | −200−1.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,931 | $2.27M | 0.62% | +2,376+22.5% | Added |
| Central Bank & Trust Co | 12,950 | $2.28M | 0.37% | −220−1.7% | Reduced |
| DCM Advisors, LLC | 13,022 | $2.29M | 1.30% | −4,571−26.0% | Reduced |
| Monarch Capital Management Inc | 13,033 | $2.29M | 0.65% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 13,054 | $2.29M | 1.07% | +39+0.3% | Added |
| Costello Asset Management, INC | 13,073 | $2.30M | 1.51% | +181+1.4% | Added |
| Fiera Capital Corp | 13,093 | $2.30M | 0.01% | −2,758−17.4% | Reduced |
| Norway Savings Bank | 13,109 | $2.30M | 1.12% | +252+2.0% | Added |
| Sandhill Capital Partners LLC | 13,155 | $2.31M | 0.18% | +785+6.3% | Added |
| Mizuho Securities USA LLC | 13,187 | $2.32M | 0.19% | −11,118−45.7% | Reduced |
| Fort Sheridan Advisors LLC | 13,188 | $2.32M | 0.77% | +1,225+10.2% | Added |
| Trellus Management Company, LLC | 13,200 | $2.32M | 1.88% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 13,201 | $2.32M | 0.07% | +1,973+17.6% | Added |
| Winthrop Advisory Group LLC | 13,212 | $2.32M | 0.52% | −342−2.5% | Reduced |
| Martin & Co Inc | 13,290 | $2.34M | 0.58% | −487−3.5% | Reduced |
| Thoroughbred Financial Services, LLC | 13,315 | $2.34M | 0.59% | −193−1.4% | Reduced |
| Waldron Private Wealth LLC | 13,336 | $2.34M | 0.15% | −120−0.9% | Reduced |
| Bank of Stockton | 13,397 | $2.35M | 0.71% | −699−5.0% | Reduced |
| Glassman Wealth Services | 13,462 | $2.37M | 0.49% | −152−1.1% | Reduced |
| Dean Investment Associates, LLC | 13,467 | $2.37M | 0.44% | −2,619−16.3% | Reduced |
| Geier Asset Management, Inc. | 13,476 | $2.37M | 1.66% | +1,938+16.8% | Added |
| TD Private Client Wealth LLC | 13,544 | $2.38M | 0.10% | +1,389+11.4% | Added |
| Jacobsen Capital Management | 13,548 | $2.38M | 1.21% | +506+3.9% | Added |
| Adirondack Trust Co | 13,572 | $2.39M | 1.20% | −20−0.1% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 13,578 | $2.39M | 0.26% | −22−0.2% | Reduced |
| Cumberland Partners Ltd | 13,578 | $2.39M | 0.19% | −10−0.1% | Reduced |
| Loveless Wealth Management LLC | 13,607 | $2.39M | 1.45% | +535+4.1% | Added |
| FDx Advisors, Inc. | 13,628 | $2.40M | 0.08% | −3,838−22.0% | Reduced |
| Aj Wealth Strategies, LLC | 13,628 | $2.40M | 0.14% | −340−2.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 13,633 | $2.40M | 2.05% | −150−1.1% | Reduced |
| Guardian Capital Advisors LP | 13,541 | $2.40M | 0.25% | +3,415+33.7% | Added |
| Dynamic Technology Lab Private Ltd | 13,657 | $2.40M | 0.24% | +7,224+112.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,666 | $2.40M | 1.72% | +94+0.7% | Added |
| Tandem Capital Management Corp | 13,667 | $2.40M | 1.51% | +137+1.0% | Added |
| Sax Wealth Advisors, LLC | 13,673 | $2.40M | 0.82% | +139+1.0% | Added |