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; 2,947 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 | 2,947 | $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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 732 | $129.0K | 0.10% | −310−29.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 733 | $129.0K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 742 | $130.0K | 0.02% | +742 | New |
| Professional Financial Advisors, LLC | 759 | $132.0K | 0.07% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 772 | $135.7K | 0.08% | 00.0% | Unchanged |
| Beck Bode, LLC | 777 | $136.0K | 0.04% | +777 | New |
| Emfo, LLC | 792 | $139.0K | 0.12% | +792 | New |
| Magellan Asset Management Ltd | 810 | $142.0K | 0.00% | +810 | New |
| GVO Asset Management Ltd | 821 | $144.0K | 0.12% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 836 | $147.0K | 0.02% | −71−7.8% | Reduced |
| McClarren Financial Advisors, Inc. | 841 | $147.0K | 0.12% | −13−1.5% | Reduced |
| Cedar Mountain Advisors, LLC | 841 | $148.0K | 0.05% | −1−0.1% | Reduced |
| Tucker Asset Management LLC | 850 | $149.4K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 870 | $152.9K | 0.18% | +140+19.2% | Added |
| Carolina Wealth Advisors, LLC | 891 | $157.0K | 0.11% | +2+0.2% | Added |
| Odey Asset Management Group Ltd | 900 | $158.0K | 0.04% | −14,068−94.0% | Reduced |
| Truehand, Inc | 909 | $160.0K | 0.09% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 924 | $162.4K | 0.06% | −617−40.0% | Reduced |
| Financial Management Professionals, Inc. | 926 | $163.0K | 0.04% | +87+10.4% | Added |
| AlphaMark Advisors, LLC | 949 | $167.0K | 0.06% | 00.0% | Unchanged |
| WD Rutherford LLC | 975 | $171.0K | 0.10% | +205+26.6% | Added |
| Solstein Capital, LLC | 972 | $171.0K | 0.21% | +937+2,677.1% | Added |
| Freedman Financial Associates, Inc. | 983 | $173.0K | 0.13% | −1−0.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $175.8K | 0.04% | +361+56.5% | Added |
| EMC Capital Management | 1,000 | $177.0K | 0.10% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,013 | $178.0K | 0.02% | −75−6.9% | Reduced |
| KB Financial Partners, LLC | 1,059 | $186.0K | 0.07% | −722−40.5% | Reduced |
| Versant Capital Management, Inc | 1,069 | $188.0K | 0.07% | −225−17.4% | Reduced |
| Ellevest, Inc. | 1,068 | $188.0K | 0.02% | −36−3.3% | Reduced |
| America First Investment Advisors, LLC | 1,075 | $189.0K | 0.06% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,076 | $189.0K | 0.15% | +76+7.6% | Added |
| Natixis Investment Managers International | 1,104 | $194.0K | 0.01% | −29−2.6% | Reduced |
| CKW Financial Group | 1,095 | $194.0K | 0.03% | +35+3.3% | Added |
| New England Professional Planning Group Inc. | 1,128 | $200.0K | 0.12% | −420−27.1% | Reduced |
| Hollow Brook Wealth Management LLC | 1,139 | $200.0K | 0.12% | 00.0% | Unchanged |
| Capital Square, LLC | 1,137 | $201.0K | 0.15% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,142 | $201.0K | 0.19% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,143 | $201.0K | 0.10% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 1,152 | $202.0K | 0.11% | 00.0% | Unchanged |
| Treybourne Wealth Planners, Inc. | 1,147 | $202.0K | 0.13% | +42+3.8% | Added |
| Wealthcare Capital Management LLC | 1,148 | $202.0K | 0.02% | +50+4.6% | Added |
| Hudson Capital Management LLC | 1,151 | $202.0K | 0.08% | +1,151 | New |
| H&H Retirement Design & Management INC | 1,147 | $203.0K | 0.12% | −630−35.5% | Reduced |
| Avion Wealth | 1,161 | $204.0K | 0.06% | −64−5.2% | Reduced |
| Compton Financial Group, LLC | 1,158 | $204.0K | 0.09% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 1,162 | $204.0K | 0.07% | +1,162 | New |
| Vantage Consulting Group Inc | 1,158 | $204.0K | 0.04% | +1,158 | New |
| White Lighthouse Investment Management Inc. | 1,165 | $205.0K | 0.06% | −71−5.7% | Reduced |
| Ergoteles LLC | 1,172 | $206.0K | 0.00% | −369,732−99.7% | Reduced |
| Financial Sense Advisors, Inc. | 1,176 | $207.0K | 0.07% | 00.0% | Unchanged |
| BCK Partners, Inc. | 1,177 | $207.0K | 0.14% | 00.0% | Unchanged |
| Marshall Wace, LLP | 1,182 | $208.0K | 0.00% | −104,940−98.9% | Reduced |
| Alley Co LLC | 1,181 | $208.0K | 0.04% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,176 | $208.0K | 0.03% | +63+5.7% | Added |
| Front Street Capital Management, Inc. | 1,191 | $209.0K | 0.04% | −446−27.2% | Reduced |
| 44 Wealth Management LLC | 1,187 | $209.0K | 0.08% | −104−8.1% | Reduced |
| Villere St Denis J & Co LLC | 1,190 | $209.0K | 0.01% | +1,190 | New |
| HighMark Wealth Management LLC | 1,184 | $210.0K | 0.15% | −27−2.2% | Reduced |
| Personal Wealth Partners | 1,192 | $210.0K | 0.08% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 1,200 | $211.0K | 0.05% | −86−6.7% | Reduced |
| Savior LLC | 1,197 | $211.0K | 0.18% | −27−2.2% | Reduced |
| Shikiar Asset Management Inc | 1,203 | $211.0K | 0.06% | 00.0% | Unchanged |
| Mma Asset Management LLC | 1,201 | $211.0K | 0.16% | +40+3.4% | Added |
| Clearview Wealth Advisors LLC | 1,201 | $211.0K | 0.13% | +129+12.0% | Added |
| CVA Family Office, LLC | 1,213 | $213.0K | 0.06% | −295−19.6% | Reduced |
| Droms Strauss Advisors Inc | 1,229 | $213.0K | 0.10% | +1,229 | New |
| Heritage Wealth Management, LLC | 1,220 | $214.0K | 0.08% | +1,220 | New |
| Purus Wealth Management, LLC | 1,224 | $215.0K | 0.15% | 00.0% | Unchanged |
| American Research & Management Co. | 1,221 | $215.0K | 0.05% | 00.0% | Unchanged |
| Brickley Wealth Management | 1,223 | $215.0K | 0.05% | +78+6.8% | Added |
| Legacy Wealth Partners, Inc. | 1,226 | $215.0K | 0.12% | +110+9.9% | Added |
| Shoker Investment Counsel, Inc. | 1,232 | $216.0K | 0.11% | +78+6.8% | Added |
| BFT Financial Group, LLC | 1,229 | $216.0K | 0.04% | +1,229 | New |
| Center For Asset Management LLC | 1,236 | $217.0K | 0.19% | −20−1.6% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 1,240 | $218.0K | 0.05% | 00.0% | Unchanged |
| Garrison Point Capital, LLC | 1,240 | $218.0K | 0.07% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,248 | $219.0K | 0.14% | −16−1.3% | Reduced |
| Cadence Wealth Management LLC | 1,244 | $219.0K | 0.18% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,253 | $219.0K | 0.08% | +23+1.9% | Added |
| Baker Boyer National Bank | 2,319 | $219.0K | 0.11% | +2,319 | New |
| Hochman Cole Investment Advisors, Inc. | 1,245 | $219.0K | 0.09% | +1,245 | New |
| Schwartz Investment Counsel Inc | 1,250 | $220.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,250 | $220.0K | 0.01% | 00.0% | Unchanged |
| Banta Asset Management LP | 1,260 | $221.0K | 0.17% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,255 | $221.0K | 0.10% | +1,255 | New |
| Cohen Capital Management, Inc. | 1,270 | $223.0K | 0.04% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 1,276 | $224.0K | 0.15% | −1−0.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,276 | $224.0K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,282 | $225.0K | 0.05% | +6+0.5% | Added |
| L2 Asset Management, LLC | 1,278 | $225.0K | 0.21% | +1,278 | New |
| Clarity Financial LLC | 1,292 | $227.0K | 0.04% | −295−18.6% | Reduced |
| Nicollet Investment Management, Inc. | 1,291 | $227.0K | 0.09% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,294 | $227.0K | 0.09% | +70+5.7% | Added |
| PVG Asset Management Corp | 1,297 | $228.0K | 0.71% | −16−1.2% | Reduced |
| JJJ Advisors Inc. | 1,295 | $228.0K | 0.08% | −77−5.6% | Reduced |
| Wade Financial Advisory, Inc | 1,303 | $229.0K | 0.13% | +26+2.0% | Added |
| Campion Asset Management LLC | 1,305 | $229.0K | 0.19% | +64+5.2% | Added |
| Jackson Wealth Management, LLC | 1,309 | $230.0K | 0.03% | +100+8.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,338 | $231.0K | 0.16% | −166−11.0% | Reduced |
| Concentrum Wealth Management | 1,321 | $232.0K | 0.15% | 00.0% | Unchanged |