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 |
|---|---|---|---|---|---|
| EFG Asset Management (Americas) Corp. | 26,101 | $4.60M | 0.85% | +1,759+7.2% | Added |
| Cadence Bank NA | 26,243 | $4.61M | 1.38% | +20+0.1% | Added |
| Park Avenue Securities LLC | 26,394 | $4.64M | 0.10% | +596+2.3% | Added |
| Teamwork Financial Advisors, LLC | 26,416 | $4.64M | 0.95% | −1,802−6.4% | Reduced |
| True North Advisors, LLC | 26,416 | $4.64M | 0.97% | −100−0.4% | Reduced |
| Regal Investment Advisors LLC | 26,454 | $4.65M | 0.47% | +26,454 | New |
| Spreng Capital Management, Inc. | 26,498 | $4.66M | 3.01% | +214+0.8% | Added |
| HBW Advisory Services LLC | 26,510 | $4.66M | 1.23% | +3,024+12.9% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 26,517 | $4.66M | 0.04% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 26,527 | $4.66M | 0.74% | −297−1.1% | Reduced |
| Brighton Jones LLC | 26,531 | $4.66M | 0.24% | +374+1.4% | Added |
| Bayesian Capital Management, LP | 26,600 | $4.67M | 1.22% | +18,700+236.7% | Added |
| J.W. Cole Advisors, Inc. | 26,616 | $4.68M | 0.37% | +4,338+19.5% | Added |
| Diversified Investment Strategies, LLC | 26,646 | $4.68M | 3.47% | −650−2.4% | Reduced |
| HC Financial Advisors Inc | 26,676 | $4.69M | 2.73% | −995−3.6% | Reduced |
| Beta Wealth Group, Inc. | 26,859 | $4.72M | 3.29% | +838+3.2% | Added |
| Montecito Bank & Trust | 26,939 | $4.74M | 0.91% | +1,278+5.0% | Added |
| Paloma Partners Management Co | 26,945 | $4.74M | 0.12% | −65,401−70.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 27,040 | $4.75M | 1.56% | −131−0.5% | Reduced |
| Meridian Wealth Management, LLC | 27,076 | $4.76M | 0.61% | +1,450+5.7% | Added |
| Bollard Group LLC | 27,079 | $4.76M | 0.15% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 27,093 | $4.76M | 0.32% | −5,030−15.7% | Reduced |
| Surevest, LLC | 27,129 | $4.77M | 1.24% | −293−1.1% | Reduced |
| Asset Dedication, LLC | 27,166 | $4.77M | 0.71% | +6,414+30.9% | Added |
| Ruffer LLP | 27,187 | $4.78M | 0.13% | −305,494−91.8% | Reduced |
| Citadel Investment Advisory, Inc. | 27,204 | $4.78M | 2.96% | −195−0.7% | Reduced |
| Homrich & Berg | 27,255 | $4.79M | 0.11% | +5,251+23.9% | Added |
| Pettee Investors, Inc. | 27,268 | $4.79M | 2.25% | −1,995−6.8% | Reduced |
| Proequities, Inc. | 27,285 | $4.80M | 0.30% | +899+3.4% | Added |
| Berkshire Bank | 27,367 | $4.81M | 1.16% | −155−0.6% | Reduced |
| Gardner Lewis Asset Management L P | 27,375 | $4.81M | 0.79% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 27,418 | $4.82M | 0.92% | +93+0.3% | Added |
| Avitas Wealth Management LLC | 27,503 | $4.83M | 0.86% | +669+2.5% | Added |
| Patton Albertson Miller Group, LLC | 27,536 | $4.84M | 1.10% | +292+1.1% | Added |
| Community Bank, N.A. | 27,778 | $4.88M | 0.58% | −1,774−6.0% | Reduced |
| Apollon Wealth Management, LLC | 27,774 | $4.88M | 0.87% | −717−2.5% | Reduced |
| Mitchell Capital Management Co | 27,782 | $4.88M | 1.07% | +1,276+4.8% | Added |
| Wellington Shields Capital Management, LLC | 27,909 | $4.91M | 0.59% | +1,213+4.5% | Added |
| Keel Point, LLC | 27,950 | $4.91M | 0.59% | +3,553+14.6% | Added |
| Capula Management Ltd | 28,039 | $4.93M | 0.90% | −264−0.9% | Reduced |
| Menlo Advisors LLC | 28,053 | $4.93M | 2.66% | −2,627−8.6% | Reduced |
| Royal Fund Management, LLC | 28,077 | $4.93M | 0.82% | +111+0.4% | Added |
| S&CO Inc | 28,107 | $4.94M | 0.39% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 28,120 | $4.94M | 1.63% | +70+0.2% | Added |
| Ironwood Investment Counsel, LLC | 28,136 | $4.95M | 1.32% | +479+1.7% | Added |
| Charter Trust Co | 28,145 | $4.95M | 0.46% | −1,214−4.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 28,172 | $4.95M | 2.53% | +8,439+42.8% | Added |
| Toroso Investments, LLC | 28,219 | $4.96M | 0.19% | +15,248+117.6% | Added |
| Mengis Capital Management, Inc. | 28,239 | $4.96M | 1.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 28,288 | $4.97M | 0.91% | −179−0.6% | Reduced |
| Hoey Investments, Inc | 28,362 | $4.99M | 1.53% | +5,245+22.7% | Added |
| Parcion Private Wealth LLC | 28,418 | $5.00M | 0.50% | +544+2.0% | Added |
| SOA Wealth Advisors, LLC. | 28,427 | $5.00M | 1.28% | −1,744−5.8% | Reduced |
| Hall Laurie J Trustee | 28,449 | $5.00M | 1.89% | −415−1.4% | Reduced |
| Flagship Harbor Advisors, LLC | 28,469 | $5.00M | 0.54% | +2,782+10.8% | Added |
| First Citizens Bank & Trust Co | 28,605 | $5.03M | 0.24% | +3,131+12.3% | Added |
| Rowland & Co Investment Counsel | 28,617 | $5.03M | 1.24% | +170+0.6% | Added |
| Transcend Wealth Collective, LLC | 28,668 | $5.04M | 0.72% | +988+3.6% | Added |
| Arlington Partners LLC | 28,718 | $5.05M | 1.75% | +2,067+7.8% | Added |
| Independent Financial Group, LLC | 28,729 | $5.05M | 0.54% | +379+1.3% | Added |
| Wills Financial Group, Inc. | 28,760 | $5.05M | 2.19% | +156+0.5% | Added |
| Townsend Asset Management Corp | 28,758 | $5.05M | 2.80% | +1,785+6.6% | Added |
| M Holdings Securities, Inc. | 28,789 | $5.06M | 0.49% | −4,215−12.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 28,914 | $5.08M | 0.82% | +70+0.2% | Added |
| Nixon Peabody Trust Co | 28,928 | $5.08M | 1.96% | +584+2.1% | Added |
| Cullen Capital Management LLC | 28,971 | $5.09M | 0.05% | −141−0.5% | Reduced |
| Liberty Capital Management, Inc. | 29,079 | $5.11M | 1.55% | +72+0.2% | Added |
| Bender Robert & Associates | 29,137 | $5.12M | 1.46% | +929+3.3% | Added |
| Mid Atlantic Financial Management Inc | 29,177 | $5.13M | 0.35% | −1,779−5.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 29,177 | $5.13M | 2.53% | +148+0.5% | Added |
| Nichols & Pratt Advisers LLP | 29,200 | $5.13M | 0.39% | −20−0.1% | Reduced |
| Journey Advisory Group, LLC | 29,206 | $5.13M | 1.63% | +930+3.3% | Added |
| Whalerock Point Partners, LLC | 29,240 | $5.14M | 1.98% | +1,125+4.0% | Added |
| Peloton Wealth Strategists | 29,288 | $5.15M | 2.12% | +1,185+4.2% | Added |
| Notis-McConarty Edward | 29,302 | $5.15M | 1.91% | −76−0.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 29,360 | $5.16M | 0.42% | +1,471+5.3% | Added |
| North Star Investment Management Corp. | 29,391 | $5.17M | 0.41% | +8,151+38.4% | Added |
| Fairbanks Capital Management, Inc. | 29,439 | $5.17M | 4.08% | +569+2.0% | Added |
| Twin Tree Management, LP | 29,450 | $5.18M | 0.15% | −5,526−15.8% | Reduced |
| Scholtz & Company, LLC | 29,484 | $5.18M | 1.77% | +374+1.3% | Added |
| Stokes Family Office, LLC | 29,529 | $5.19M | 0.73% | +146+0.5% | Added |
| Citizens Financial Group Inc | 29,576 | $5.20M | 0.23% | +4,282+16.9% | Added |
| Campbell Newman Asset Management Inc | 29,599 | $5.20M | 0.51% | 00.0% | Unchanged |
| Maryland Capital Management | 29,683 | $5.22M | 0.31% | +1,719+6.1% | Added |
| M. Kraus & Co | 29,721 | $5.22M | 1.88% | +676+2.3% | Added |
| Citizens Business Bank | 29,771 | $5.23M | 0.69% | +283+1.0% | Added |
| Karp Capital Management Corp | 29,778 | $5.23M | 0.78% | +2,141+7.7% | Added |
| Corient Capital Partners, LLC | 29,795 | $5.24M | 0.38% | −1,099−3.6% | Reduced |
| Montis Financial, LLC | 29,843 | $5.25M | 4.35% | 00.0% | Unchanged |
| First Interstate Bank | 29,856 | $5.25M | 0.55% | +29,856 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,912 | $5.26M | 0.53% | −1,321−4.2% | Reduced |
| Tudor Investment Corp Et Al | 29,945 | $5.26M | 0.11% | −32,583−52.1% | Reduced |
| IndexIQ Advisors LLC | 29,970 | $5.27M | 0.18% | +964+3.3% | Added |
| Wealthcare Advisory Partners LLC | 29,973 | $5.27M | 0.35% | +1,166+4.0% | Added |
| Gabalex Capital Management LLC | 30,000 | $5.27M | 2.48% | 00.0% | Unchanged |
| Weil Company, Inc. | 30,034 | $5.28M | 2.67% | +101+0.3% | Added |
| Northwest Bancshares, Inc. | 30,073 | $5.29M | 1.20% | +1,157+4.0% | Added |
| Institute for Wealth Management, LLC. | 30,082 | $5.29M | 0.93% | +178+0.6% | Added |
| Fma Advisory Inc | 30,191 | $5.31M | 1.97% | −369−1.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 30,320 | $5.33M | 0.10% | +436+1.5% | Added |