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 |
|---|---|---|---|---|---|
| New England Asset Management Inc | 13,686 | $2.41M | 0.04% | −415−2.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,712 | $2.41M | 1.61% | +89+0.7% | Added |
| CRA Financial Services, LLC | 13,728 | $2.41M | 0.84% | +570+4.3% | Added |
| DFPG Investments, LLC | 13,145 | $2.41M | 0.91% | −150−1.1% | Reduced |
| Somerset Group LLC | 13,733 | $2.41M | 1.72% | +258+1.9% | Added |
| Iowa State Bank | 13,750 | $2.42M | 0.68% | +150+1.1% | Added |
| Valley Brook Capital Group | 13,772 | $2.42M | 2.31% | +1,410+11.4% | Added |
| J. W. Coons Advisors, LLC | 13,762 | $2.42M | 0.86% | −7,200−34.3% | Reduced |
| NorthRock Partners, LLC | 13,789 | $2.42M | 0.20% | +807+6.2% | Added |
| Resonant Capital Advisors, LLC | 13,794 | $2.42M | 0.47% | +34+0.2% | Added |
| GSB Wealth Management, LLC | 13,803 | $2.43M | 0.76% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 13,820 | $2.43M | 1.32% | −175−1.3% | Reduced |
| Cypress Capital Group | 13,821 | $2.43M | 0.33% | −97−0.7% | Reduced |
| MV Capital Management, Inc. | 13,824 | $2.43M | 0.41% | +205+1.5% | Added |
| GPS Wealth Strategies Group, LLC | 13,826 | $2.43M | 0.62% | +657+5.0% | Added |
| Investors Asset Management of Georgia Inc | 13,856 | $2.44M | 1.31% | +81+0.6% | Added |
| Arete Wealth Advisors, LLC | 16,862 | $2.44M | 0.34% | +43+0.3% | Added |
| Whitener Capital Management, Inc. | 13,886 | $2.44M | 0.97% | +416+3.1% | Added |
| Hartline Investment Corp | 13,977 | $2.46M | 0.31% | +1,250+9.8% | Added |
| Crawford Investment Counsel Inc | 13,984 | $2.46M | 0.05% | −719−4.9% | Reduced |
| TCG Advisory Services, LLC | 14,025 | $2.46M | 0.67% | −966−6.4% | Reduced |
| CPWM, LLC | 14,028 | $2.47M | 0.19% | +121+0.9% | Added |
| Ten Capital Wealth Advisors, LLC | 14,058 | $2.47M | 0.56% | −1,349−8.8% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 14,075 | $2.47M | 0.61% | +86+0.6% | Added |
| Legacy Advisors, LLC | 14,093 | $2.48M | 1.01% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 14,102 | $2.48M | 1.08% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 14,126 | $2.48M | 1.20% | +200+1.4% | Added |
| Camden Capital, LLC | 14,126 | $2.48M | 0.58% | +1,250+9.7% | Added |
| First Business Financial Services, Inc. | 14,131 | $2.48M | 0.29% | +1,389+10.9% | Added |
| Oakworth Capital, Inc. | 14,137 | $2.48M | 0.25% | −45−0.3% | Reduced |
| Canal Capital Management, LLC | 14,137 | $2.48M | 0.72% | +1,159+8.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,148 | $2.49M | 0.45% | +440+3.2% | Added |
| Stone Run Capital, LLC | 14,261 | $2.51M | 0.88% | +14,261 | New |
| Meitav Dash Investments Ltd | 14,286 | $2.51M | 0.06% | −104,171−87.9% | Reduced |
| JSF Financial, LLC | 14,272 | $2.51M | 1.48% | +957+7.2% | Added |
| Brown Miller Wealth Management, LLC | 14,297 | $2.51M | 1.61% | +1,152+8.8% | Added |
| Scott & Selber, Inc. | 14,307 | $2.52M | 0.96% | −48−0.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 14,313 | $2.52M | 1.65% | +14,313 | New |
| Wealthsource Partners, LLC | 14,374 | $2.53M | 0.22% | +301+2.1% | Added |
| American Investment Services, Inc. | 14,411 | $2.53M | 0.58% | +49+0.3% | Added |
| GW&K Investment Management, LLC | 14,444 | $2.54M | 0.02% | +300+2.1% | Added |
| BSW Wealth Partners | 14,452 | $2.54M | 0.70% | −32−0.2% | Reduced |
| Mechanics Bank Trust Department | 14,454 | $2.54M | 0.42% | −455−3.1% | Reduced |
| LCNB Corp | 14,478 | $2.54M | 1.28% | +845+6.2% | Added |
| Avantax Planning Partners, Inc. | 14,548 | $2.56M | 0.12% | −1,852−11.3% | Reduced |
| Allred Capital Management, LLC | 14,563 | $2.56M | 1.27% | −500−3.3% | Reduced |
| Meristem Family Wealth, LLC | 14,600 | $2.57M | 0.40% | +2,398+19.7% | Added |
| Exchange Traded Concepts, LLC | 14,614 | $2.57M | 0.08% | +650+4.7% | Added |
| Orion Portfolio Solutions, LLC | 14,658 | $2.58M | 0.10% | +3,531+31.7% | Added |
| Geneva Capital Management LLC | 14,688 | $2.58M | 0.04% | +3,125+27.0% | Added |
| Check Capital Management Inc | 14,703 | $2.58M | 0.21% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 14,738 | $2.59M | 0.07% | −169,847−92.0% | Reduced |
| IMS Capital Management | 14,761 | $2.60M | 1.53% | +222+1.5% | Added |
| Oliver Luxxe Assets LLC | 14,780 | $2.60M | 0.71% | −7,036−32.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,797 | $2.60M | 1.45% | −12−0.1% | Reduced |
| American National Registered Investment Advisor, Inc. | 14,836 | $2.61M | 0.93% | −110−0.7% | Reduced |
| Equitable Trust Co | 14,858 | $2.61M | 0.17% | −269−1.8% | Reduced |
| Blue Fin Capital, Inc. | 14,921 | $2.62M | 0.81% | +1,645+12.4% | Added |
| Davidson Trust Co | 14,930 | $2.62M | 2.04% | −185−1.2% | Reduced |
| Cornerstone Advisory, LLC | 14,931 | $2.63M | 0.44% | −487−3.2% | Reduced |
| SOL Capital Management CO | 14,962 | $2.63M | 0.52% | −30−0.2% | Reduced |
| Continuum Advisory, LLC | 14,962 | $2.63M | 0.82% | +12,807+594.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.64M | 0.74% | 00.0% | Unchanged |
| Lincluden Management Ltd | 15,004 | $2.64M | 0.25% | −231−1.5% | Reduced |
| Viking Fund Management LLC | 15,000 | $2.64M | 0.75% | 00.0% | Unchanged |
| PointState Capital LP | 15,000 | $2.64M | 0.06% | +15,000 | New |
| Drexel Morgan & Co. | 15,033 | $2.64M | 0.78% | −2,461−14.1% | Reduced |
| Little House Capital LLC | 15,054 | $2.65M | 1.43% | +15,054 | New |
| Checchi Capital Advisers, LLC | 15,058 | $2.65M | 0.33% | −8,342−35.6% | Reduced |
| Ellsworth Advisors, LLC | 15,061 | $2.65M | 1.29% | +283+1.9% | Added |
| Eads & Heald Wealth Management | 15,065 | $2.65M | 1.29% | −86−0.6% | Reduced |
| Stratos Wealth Advisors, LLC | 15,119 | $2.66M | 0.24% | +4,829+46.9% | Added |
| Capital Financial Services, LLC | 15,139 | $2.66M | 3.38% | −200−1.3% | Reduced |
| Conservest Capital Advisors, Inc. | 15,156 | $2.66M | 0.30% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 15,161 | $2.67M | 0.56% | +142+0.9% | Added |
| Kistler-Tiffany Companies, LLC | 15,221 | $2.67M | 0.62% | −247−1.6% | Reduced |
| Midwest Wealth Management Inc. | 15,242 | $2.68M | 1.91% | +145+1.0% | Added |
| Field & Main Bank | 15,300 | $2.69M | 1.72% | −165−1.1% | Reduced |
| Townsend & Associates, Inc | 14,596 | $2.69M | 1.57% | +210+1.5% | Added |
| Pinkerton Retirement Specialists, LLC | 15,324 | $2.69M | 0.52% | +543+3.7% | Added |
| F3Logic, LLC | 15,340 | $2.70M | 0.33% | +375+2.5% | Added |
| West Oak Capital, LLC | 15,343 | $2.70M | 1.06% | −520−3.3% | Reduced |
| Sittner & Nelson, LLC | 15,363 | $2.70M | 1.90% | −100−0.6% | Reduced |
| Andesa Financial Management Inc. | 15,351 | $2.71M | 0.82% | +230+1.5% | Added |
| Hall Capital Management Co Inc | 15,408 | $2.71M | 1.75% | +15,408 | New |
| Robinson Value Management, Ltd. | 15,435 | $2.71M | 2.21% | −296−1.9% | Reduced |
| Altfest L J & Co Inc | 15,454 | $2.72M | 0.59% | −2,708−14.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 15,479 | $2.72M | 0.33% | −194−1.2% | Reduced |
| Hudson Value Partners, LLC | 15,499 | $2.72M | 1.50% | −20.0% | Reduced |
| Moloney Securities Asset Management, LLC | 15,536 | $2.73M | 0.50% | −1,359−8.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 15,554 | $2.73M | 0.93% | −317−2.0% | Reduced |
| Steinberg Asset Management LLC | 15,560 | $2.73M | 2.82% | 00.0% | Unchanged |
| Bank of New Hampshire | 15,568 | $2.74M | 0.73% | +15,568 | New |
| Roberts Glore & Co Inc | 15,593 | $2.74M | 0.82% | −56−0.4% | Reduced |
| First Midwest Bank Trust Division | 15,606 | $2.74M | 0.37% | −253−1.6% | Reduced |
| HighTower Trust Services, LTA | 15,626 | $2.75M | 0.34% | −6,232−28.5% | Reduced |
| Optimum Investment Advisors | 15,643 | $2.75M | 0.86% | −200−1.3% | Reduced |
| Birch Grove Capital LP | 15,650 | $2.75M | 1.34% | 00.0% | Unchanged |
| Bank of Hawaii | 15,663 | $2.75M | 0.15% | −874−5.3% | Reduced |
| Peddock Capital Advisors, LLC | 15,654 | $2.75M | 0.96% | +169+1.1% | Added |