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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 30,388 | $5.34M | 0.30% | +710+2.4% | Added |
| Radnor Capital Management, LLC | 30,436 | $5.35M | 1.81% | −47−0.2% | Reduced |
| Vestcor Inc | 30,455 | $5.35M | 0.18% | −8,646−22.1% | Reduced |
| Comerica Securities,inc. | 30,468 | $5.36M | 0.40% | −7,036−18.8% | Reduced |
| LaFleur & Godfrey LLC | 30,467 | $5.36M | 0.77% | +3,720+13.9% | Added |
| Enterprise Trust & Investment Co | 30,469 | $5.36M | 2.19% | +3,100+11.3% | Added |
| Partners Capital Investment Group, LLP | 30,554 | $5.37M | 0.24% | +2,135+7.5% | Added |
| Perkins Coie Trust Co | 30,706 | $5.40M | 1.66% | +404+1.3% | Added |
| Johanson Financial Advisors, Inc. | 29,322 | $5.40M | 1.83% | +430+1.5% | Added |
| Van Eck Associates Corp | 30,819 | $5.42M | 0.01% | −37,454−54.9% | Reduced |
| Parallel Advisors, LLC | 30,844 | $5.42M | 0.23% | +137+0.4% | Added |
| Wealth Advisory Solutions, LLC | 30,846 | $5.42M | 1.29% | +17,530+131.6% | Added |
| Beach Investment Counsel Inc | 30,880 | $5.43M | 0.49% | −25−0.1% | Reduced |
| Veriti Management LLC | 30,887 | $5.43M | 0.81% | +11,979+63.4% | Added |
| Raab & Moskowitz Asset Management LLC | 30,928 | $5.44M | 1.99% | +61+0.2% | Added |
| Eastern Bank | 30,927 | $5.44M | 0.27% | +448+1.5% | Added |
| Princeton Global Asset Management LLC | 30,981 | $5.45M | 1.66% | −1,353−4.2% | Reduced |
| RB Capital Management, LLC | 30,983 | $5.45M | 2.10% | +1,021+3.4% | Added |
| Susquehanna Fundamental Investments, LLC | 31,053 | $5.46M | 0.10% | +720+2.4% | Added |
| Nwam LLC | 31,108 | $5.47M | 0.51% | −694−2.2% | Reduced |
| Act Two Investors LLC | 31,176 | $5.48M | 1.07% | 00.0% | Unchanged |
| QV Investors Inc. | 31,250 | $5.49M | 0.34% | −2,710−8.0% | Reduced |
| Elk River Wealth Management, LLC | 31,410 | $5.52M | 1.43% | +640+2.1% | Added |
| RPg Family Wealth Advisory, LLC | 31,515 | $5.54M | 2.24% | +31,515 | New |
| Boenning & Scattergood, Inc. | 31,557 | $5.55M | 0.97% | −403−1.3% | Reduced |
| Sicart Associates LLC | 31,566 | $5.55M | 1.32% | −297−0.9% | Reduced |
| Cubist Systematic Strategies, LLC | 31,670 | $5.57M | 0.06% | −86,075−73.1% | Reduced |
| KLCM Advisors, Inc. | 31,735 | $5.58M | 1.23% | −502−1.6% | Reduced |
| Bridgewater Advisors Inc. | 31,789 | $5.59M | 1.78% | +22,847+255.5% | Added |
| Belpointe Asset Management LLC | 31,802 | $5.59M | 0.40% | +4,802+17.8% | Added |
| Bridge Creek Capital Management LLC | 31,809 | $5.59M | 2.11% | −221−0.7% | Reduced |
| Duncker Streett & Co Inc | 31,900 | $5.61M | 1.03% | +540+1.7% | Added |
| Pendal Group Limited | 31,936 | $5.61M | 0.05% | +30,485+2,101.0% | Added |
| Unified Trust Company, N.A. | 31,954 | $5.62M | 1.66% | +2,397+8.1% | Added |
| Dynamic Advisor Solutions LLC | 31,998 | $5.62M | 0.45% | +1,509+4.9% | Added |
| Boston Research & Management Inc | 32,008 | $5.63M | 1.71% | +1,514+5.0% | Added |
| HBK Sorce Advisory LLC | 32,008 | $5.63M | 0.31% | +3,224+11.2% | Added |
| SlateStone Wealth, LLC | 32,068 | $5.64M | 1.29% | +249+0.8% | Added |
| Oak Grove Capital LLC | 32,085 | $5.64M | 1.30% | +6,605+25.9% | Added |
| Hills Bank & Trust Co | 32,109 | $5.64M | 0.86% | −71−0.2% | Reduced |
| First Hawaiian Bank | 32,207 | $5.66M | 0.23% | −6,053−15.8% | Reduced |
| Stoneridge Investment Partners LLC | 32,247 | $5.67M | 2.76% | +300+0.9% | Added |
| Fairfield, Bush & Co. | 31,946 | $5.67M | 1.54% | +16,894+112.2% | Added |
| Kavar Capital Partners Group, LLC | 32,357 | $5.69M | 1.37% | +4,667+16.9% | Added |
| Naples Global Advisors, LLC | 32,630 | $5.74M | 0.80% | +755+2.4% | Added |
| Westhampton Capital, LLC | 32,646 | $5.74M | 3.73% | +1,410+4.5% | Added |
| Webster Bank, N. A. | 32,662 | $5.74M | 0.63% | −5,773−15.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 32,686 | $5.75M | 2.82% | +427+1.3% | Added |
| Boyar Asset Management Inc. | 32,729 | $5.75M | 3.71% | +110.0% | Added |
| PFS Investments Inc. | 32,507 | $5.75M | 0.13% | +1,362+4.4% | Added |
| Northstar Group, Inc. | 32,754 | $5.76M | 1.51% | +170+0.5% | Added |
| Ferguson Wellman Capital Management, Inc | 32,775 | $5.76M | 0.19% | −165,826−83.5% | Reduced |
| Brandywine Global Investment Management, LLC | 32,925 | $5.79M | 0.04% | −3,049−8.5% | Reduced |
| Arrow Financial Corp | 33,031 | $5.80M | 0.74% | −549−1.6% | Reduced |
| Ravenstone Capital Management Inc. | 33,038 | $5.81M | 5.21% | +33,038 | New |
| GM Advisory Group, Inc. | 33,043 | $5.81M | 0.60% | +325+1.0% | Added |
| Marble Harbor Investment Counsel, LLC | 33,209 | $5.84M | 0.75% | −50−0.2% | Reduced |
| JCIC Asset Management Inc. | 26,805 | $5.84M | 1.50% | +260+1.0% | Added |
| Global Retirement Partners, LLC | 33,237 | $5.84M | 0.60% | +2,326+7.5% | Added |
| Anderson Hoagland & Co | 33,270 | $5.85M | 0.74% | +6,401+23.8% | Added |
| O'Shaughnessy Asset Management, LLC | 33,300 | $5.85M | 0.12% | +900+2.8% | Added |
| Addison Capital Co | 33,394 | $5.87M | 2.87% | +1,354+4.2% | Added |
| Redwood Investments, LLC | 33,429 | $5.88M | 0.47% | −16,802−33.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 33,453 | $5.88M | 2.83% | +876+2.7% | Added |
| Brick & Kyle, Associates | 33,629 | $5.89M | 3.07% | +387+1.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 33,845 | $5.95M | 5.19% | +112+0.3% | Added |
| Spinnaker Trust | 33,891 | $5.96M | 0.41% | +2,199+6.9% | Added |
| Legacy Private Trust Co. | 33,901 | $5.96M | 0.50% | −393−1.1% | Reduced |
| Corbenic Partners LLC | 33,925 | $5.96M | 1.56% | +3,433+11.3% | Added |
| Baker Ellis Asset Management LLC | 34,082 | $5.99M | 1.17% | +1,939+6.0% | Added |
| White Pine Investment CO | 34,133 | $6.00M | 2.07% | +161+0.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 34,192 | $6.01M | 1.63% | +1,488+4.5% | Added |
| Snow Capital Management LP | 34,390 | $6.04M | 0.86% | +95+0.3% | Added |
| Riverpark Capital Management LLC | 34,419 | $6.05M | 2.41% | −2,302−6.3% | Reduced |
| Moreno Evelyn V | 34,497 | $6.06M | 1.42% | −1,705−4.7% | Reduced |
| We Are One Seven, LLC | 34,582 | $6.08M | 0.85% | +11,063+47.0% | Added |
| Palmer Knight Co | 34,621 | $6.08M | 3.34% | −401−1.1% | Reduced |
| American National Bank | 34,639 | $6.09M | 1.30% | +2,206+6.8% | Added |
| Capital Investment Counsel, Inc | 34,671 | $6.09M | 1.36% | −970−2.7% | Reduced |
| Picton Mahoney Asset Management | 34,690 | $6.10M | 0.22% | −120−0.3% | Reduced |
| Annex Advisory Services, LLC | 34,517 | $6.10M | 0.49% | −5,114−12.9% | Reduced |
| Psagot Investment House Ltd. | 34,860 | $6.13M | 0.22% | −1,517−4.2% | Reduced |
| Coastline Trust Co | 34,865 | $6.13M | 0.76% | −1,739−4.8% | Reduced |
| Middleton & Co Inc | 34,875 | $6.13M | 0.66% | +1,968+6.0% | Added |
| Pecaut & Co. | 34,997 | $6.15M | 4.01% | −1,861−5.0% | Reduced |
| Consolidated Capital Management, LLC | 35,004 | $6.15M | 2.84% | +915+2.7% | Added |
| Bourgeon Capital Management LLC | 35,014 | $6.15M | 1.32% | +263+0.8% | Added |
| Heritage Trust Co | 35,015 | $6.15M | 0.88% | +1,711+5.1% | Added |
| Culbertson A N & Co Inc | 35,015 | $6.16M | 1.28% | +1,070+3.2% | Added |
| Carmignac Gestion | 35,350 | $6.20M | 0.07% | +8,523+31.8% | Added |
| WBH Advisory Inc | 34,670 | $6.20M | 0.91% | +447+1.3% | Added |
| Brave Asset Management Inc | 35,258 | $6.20M | 1.82% | +2,857+8.8% | Added |
| Meyer Handelman Co | 35,293 | $6.20M | 0.25% | 00.0% | Unchanged |
| Boothe Investment Group, Inc. | 35,006 | $6.21M | 3.26% | +1,379+4.1% | Added |
| Private Trust Co NA | 35,338 | $6.21M | 0.94% | +750+2.2% | Added |
| NEXT Financial Group, Inc | 35,429 | $6.23M | 0.50% | −154−0.4% | Reduced |
| Sumitomo Life Insurance Co | 35,516 | $6.24M | 0.20% | −5,526−13.5% | Reduced |
| Asset Planning Services Inc | 35,581 | $6.25M | 3.62% | +300+0.9% | Added |
| Jag Capital Management, LLC | 35,713 | $6.28M | 0.49% | +3,762+11.8% | Added |
| Pavion Blue Capital, LLC | 35,716 | $6.28M | 3.85% | −410−1.1% | Reduced |