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 |
|---|---|---|---|---|---|
| NVWM, LLC | 18,806 | $3.31M | 1.19% | +508+2.8% | Added |
| HCR Wealth Advisors | 18,823 | $3.31M | 0.57% | −2,115−10.1% | Reduced |
| Blue Edge Capital, LLC | 18,834 | $3.31M | 0.69% | −24−0.1% | Reduced |
| Sawyer & Company, Inc | 18,881 | $3.32M | 1.55% | −95−0.5% | Reduced |
| Compton Capital Management Inc | 18,884 | $3.32M | 0.98% | +32+0.2% | Added |
| Integrated Advisors Network LLC | 18,886 | $3.32M | 0.24% | +488+2.7% | Added |
| Lindbrook Capital, LLC | 18,931 | $3.33M | 0.74% | +14,554+332.5% | Added |
| Bremer Bank National Association | 19,027 | $3.35M | 0.72% | +123+0.7% | Added |
| V Wealth Advisors LLC | 18,984 | $3.35M | 0.53% | +2,272+13.6% | Added |
| Capital Planning Advisors, LLC | 19,039 | $3.35M | 0.69% | +1,203+6.7% | Added |
| Constitution Capital LLC | 19,061 | $3.35M | 2.05% | −7,531−28.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 19,064 | $3.35M | 1.36% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 19,071 | $3.35M | 0.89% | −22−0.1% | Reduced |
| Malaga Cove Capital, LLC | 19,096 | $3.36M | 1.44% | −562−2.9% | Reduced |
| BigSur Wealth Management LLC | 19,112 | $3.36M | 1.52% | −1,588−7.7% | Reduced |
| Sky Investment Group LLC | 19,147 | $3.37M | 0.76% | +423+2.3% | Added |
| Varma Mutual Pension Insurance Co | 19,285 | $3.39M | 0.05% | 00.0% | Unchanged |
| Hollencrest Capital Management | 19,297 | $3.39M | 0.31% | +40+0.2% | Added |
| Stony Point Wealth Management Inc. | 19,301 | $3.39M | 2.20% | +3,431+21.6% | Added |
| Jackson Square Capital, LLC | 19,302 | $3.39M | 1.09% | +652+3.5% | Added |
| Rokos Capital Management LLP | 19,438 | $3.40M | 0.17% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 19,437 | $3.42M | 0.87% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 19,464 | $3.42M | 0.04% | −1,700−8.0% | Reduced |
| Proficio Capital Partners LLC | 19,461 | $3.42M | 0.42% | −72−0.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 19,499 | $3.43M | 0.13% | −17,454−47.2% | Reduced |
| Horan Capital Advisors, LLC. | 19,499 | $3.43M | 1.55% | +610+3.2% | Added |
| Next Century Growth Investors LLC | 19,511 | $3.43M | 0.27% | −781−3.8% | Reduced |
| Allworth Financial LP | 19,565 | $3.44M | 0.06% | +1,498+8.3% | Added |
| Highlander Capital Management, LLC | 19,617 | $3.45M | 1.72% | −200−1.0% | Reduced |
| Summit Financial Group Inc | 19,625 | $3.45M | 1.29% | +525+2.7% | Added |
| Dana Investment Advisors, Inc. | 19,773 | $3.48M | 0.15% | +217+1.1% | Added |
| Cypress Asset Management Inc | 19,834 | $3.49M | 0.89% | +5,139+35.0% | Added |
| Clarius Group, LLC | 19,859 | $3.49M | 0.31% | +662+3.4% | Added |
| Goelzer Investment Management, Inc. | 19,943 | $3.50M | 0.29% | −138−0.7% | Reduced |
| Thomas Story & Son LLC | 19,965 | $3.51M | 1.31% | −322−1.6% | Reduced |
| Gimbel Daniel Scott | 20,000 | $3.52M | 1.51% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 20,090 | $3.53M | 0.51% | −277−1.4% | Reduced |
| Jeppson Wealth Management, LLC | 20,115 | $3.54M | 1.93% | +451+2.3% | Added |
| Heritage Way Advisors, LLC | 20,129 | $3.54M | 1.45% | −1,403−6.5% | Reduced |
| Atlas Brown,Inc. | 20,127 | $3.54M | 1.53% | +1,445+7.7% | Added |
| Dempze Nancy E | 20,168 | $3.54M | 2.99% | −591−2.8% | Reduced |
| Harbour Capital Advisors, LLC | 20,184 | $3.55M | 0.95% | −1,779−8.1% | Reduced |
| Shepherd Financial Partners LLC | 20,209 | $3.55M | 0.68% | +632+3.2% | Added |
| Strategic Global Advisors, LLC | 20,230 | $3.56M | 0.65% | +226+1.1% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 20,262 | $3.56M | 0.55% | 00.0% | Unchanged |
| Ceera Investments, LLC | 20,285 | $3.56M | 2.70% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 20,293 | $3.57M | 0.41% | +207+1.0% | Added |
| Inscription Capital, LLC | 20,293 | $3.57M | 0.41% | +7,634+60.3% | Added |
| Regent Investment Management LLC | 20,323 | $3.57M | 0.84% | +1,652+8.8% | Added |
| Slow Capital, Inc. | 20,331 | $3.57M | 0.68% | +2,503+14.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 20,351 | $3.58M | 1.32% | −170−0.8% | Reduced |
| Veracity Capital LLC | 20,463 | $3.60M | 0.84% | +14,385+236.7% | Added |
| Frisch Financial Group, Inc. | 20,475 | $3.60M | 1.13% | −357−1.7% | Reduced |
| McMahon Financial Advisors, LLC | 20,505 | $3.60M | 1.63% | −792−3.7% | Reduced |
| Knuff & Co LLC | 20,515 | $3.61M | 1.34% | +100+0.5% | Added |
| Gotham Asset Management, LLC | 20,575 | $3.62M | 0.15% | −22,014−51.7% | Reduced |
| Arkadios Wealth Advisors | 20,580 | $3.62M | 0.44% | +5,220+34.0% | Added |
| Moneta Group Investment Advisors LLC | 20,618 | $3.62M | 0.17% | +3,335+19.3% | Added |
| K.J. Harrison & Partners Inc | 20,626 | $3.63M | 0.52% | +299+1.5% | Added |
| Gladstone Institutional Advisory LLC | 20,666 | $3.63M | 0.44% | −1,905−8.4% | Reduced |
| Wealthspire Advisors, LLC | 20,703 | $3.64M | 0.10% | −19,409−48.4% | Reduced |
| Tower View Investment Management & Research LLC | 20,745 | $3.65M | 1.85% | −68−0.3% | Reduced |
| Trustmark National Bank Trust Department | 20,772 | $3.65M | 0.29% | −211−1.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 20,853 | $3.67M | 1.20% | +539+2.7% | Added |
| Conning Inc. | 20,889 | $3.67M | 0.11% | −2,835−11.9% | Reduced |
| L & S Advisors Inc | 20,898 | $3.67M | 0.40% | −23,588−53.0% | Reduced |
| Searle & Co. | 20,926 | $3.68M | 1.50% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 20,931 | $3.68M | 0.02% | +203+1.0% | Added |
| Optimal Asset Management, Inc. | 20,932 | $3.68M | 0.44% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 20,944 | $3.68M | 0.42% | −99−0.5% | Reduced |
| Oder Investment Management, LLC | 20,957 | $3.68M | 4.80% | +1,086+5.5% | Added |
| Quadrant Private Wealth Management, LLC | 20,994 | $3.69M | 1.50% | −1,869−8.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 21,057 | $3.70M | 0.48% | +750+3.7% | Added |
| NovaPoint Capital, LLC | 21,068 | $3.70M | 1.53% | +319+1.5% | Added |
| Change Path, LLC | 21,079 | $3.71M | 0.23% | −5,313−20.1% | Reduced |
| Pictet Bank & Trust Ltd | 21,150 | $3.72M | 2.08% | −3,170−13.0% | Reduced |
| Grand Central Investment Group | 21,229 | $3.73M | 3.33% | −283−1.3% | Reduced |
| Cohen Lawrence B | 21,226 | $3.73M | 1.90% | +340+1.6% | Added |
| Founders Capital Management | 21,246 | $3.73M | 2.43% | −650−3.0% | Reduced |
| Jasper Ridge Partners, L.P. | 21,254 | $3.74M | 0.19% | +154+0.7% | Added |
| Essex Financial Services, Inc. | 20,258 | $3.74M | 0.54% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 21,325 | $3.75M | 2.58% | +600+2.9% | Added |
| Physicians Financial Services, Inc. | 21,368 | $3.76M | 1.54% | −167−0.8% | Reduced |
| IFG Advisory, LLC | 21,402 | $3.76M | 0.42% | −2,436−10.2% | Reduced |
| Jefferies Group LLC | 21,456 | $3.77M | 0.07% | −26,784−55.5% | Reduced |
| Boltwood Capital Management | 21,476 | $3.77M | 1.57% | −174−0.8% | Reduced |
| Quest Investment Management LLC | 21,490 | $3.78M | 0.34% | +3,398+18.8% | Added |
| Page Arthur B | 21,580 | $3.79M | 2.70% | −123−0.6% | Reduced |
| SeaCrest Wealth Management, LLC | 21,638 | $3.80M | 0.46% | −5,383−19.9% | Reduced |
| Marietta Investment Partners LLC | 21,705 | $3.81M | 0.87% | −25,225−53.8% | Reduced |
| First Horizon Corp | 21,746 | $3.82M | 0.34% | −3,183−12.8% | Reduced |
| Empirical Finance, LLC | 21,749 | $3.82M | 0.62% | +3,108+16.7% | Added |
| United Capital Management of KS, Inc. | 21,781 | $3.83M | 1.56% | +772+3.7% | Added |
| Condor Capital Management | 21,786 | $3.83M | 0.42% | −120−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 21,782 | $3.83M | 0.16% | +705+3.3% | Added |
| Usca Ria LLC | 21,821 | $3.83M | 0.23% | +1,416+6.9% | Added |
| Capital Investment Advisory Services, LLC | 21,842 | $3.84M | 0.48% | +640+3.0% | Added |
| Cito Capital Group, LLC | 21,850 | $3.84M | 1.73% | +258+1.2% | Added |
| Endurance Wealth Management, Inc. | 21,932 | $3.85M | 0.43% | −25−0.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 22,023 | $3.87M | 0.62% | +928+4.4% | Added |