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 |
|---|---|---|---|---|---|
| Family Management Corp | 35,722 | $6.28M | 1.66% | +2,883+8.8% | Added |
| Diligent Investors, LLC | 35,772 | $6.29M | 2.13% | −800−2.2% | Reduced |
| Fragasso Group Inc. | 35,905 | $6.31M | 0.84% | +1,953+5.8% | Added |
| Equitable Holdings, Inc. | 35,916 | $6.31M | 0.11% | +2,281+6.8% | Added |
| Horizon Investments, LLC | 35,934 | $6.32M | 0.19% | +16,698+86.8% | Added |
| MainStreet Investment Advisors LLC | 35,980 | $6.32M | 0.54% | −1,775−4.7% | Reduced |
| Altavista Wealth Management, Inc. | 35,980 | $6.32M | 1.38% | +559+1.6% | Added |
| Abbrea Capital, LLC | 36,041 | $6.33M | 0.95% | +163+0.5% | Added |
| Motley Fool Wealth Management, LLC | 36,065 | $6.34M | 0.27% | +23+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 36,118 | $6.35M | 0.16% | −1,894−5.0% | Reduced |
| Greenleaf Trust | 36,193 | $6.36M | 0.08% | +730+2.1% | Added |
| Aristotle Atlantic Partners, LLC | 36,276 | $6.38M | 0.42% | +2,191+6.4% | Added |
| Eidelman Virant Capital | 36,341 | $6.39M | 2.48% | +2,125+6.2% | Added |
| Unio Capital LLC | 36,398 | $6.40M | 2.85% | −1,431−3.8% | Reduced |
| Contrarius Investment Management Ltd | 36,413 | $6.40M | 0.31% | +36,413 | New |
| Family Capital Trust Co | 36,482 | $6.41M | 1.81% | −90.0% | Reduced |
| Private Advisory Group LLC | 36,499 | $6.42M | 1.62% | +3,168+9.5% | Added |
| Circle Wealth Management, LLC | 36,560 | $6.43M | 0.92% | +329+0.9% | Added |
| Markston International LLC | 36,603 | $6.43M | 3.91% | −115,383−75.9% | Reduced |
| Lockheed Martin Investment Management Co | 36,631 | $6.44M | 0.34% | −58,610−61.5% | Reduced |
| Great Valley Advisor Group, Inc. | 36,131 | $6.45M | 0.48% | −1,170−3.1% | Reduced |
| First American Trust, FSB | 36,753 | $6.46M | 1.01% | −2,198−5.6% | Reduced |
| Financial Avengers, Inc. | 36,765 | $6.46M | 4.38% | +898+2.5% | Added |
| Morse Asset Management, Inc | 36,838 | $6.47M | 1.56% | −5,419−12.8% | Reduced |
| Chemung Canal Trust Co | 36,994 | $6.50M | 1.24% | −21,072−36.3% | Reduced |
| swisspartners Advisors Ltd | 37,048 | $6.51M | 5.10% | +2,510+7.3% | Added |
| Baker Avenue Asset Management, LP | 37,097 | $6.52M | 0.38% | +2,473+7.1% | Added |
| Oakwood Capital Management LLC | 37,115 | $6.52M | 1.68% | +787+2.2% | Added |
| McDonald Partners LLC | 37,203 | $6.54M | 1.55% | −1,505−3.9% | Reduced |
| Logan Capital Management Inc | 37,224 | $6.54M | 0.30% | +110+0.3% | Added |
| Roanoke Asset Management Corp | 37,238 | $6.54M | 2.27% | +5,520+17.4% | Added |
| Westover Capital Advisors, LLC | 37,255 | $6.55M | 2.10% | −1,998−5.1% | Reduced |
| Buckhead Capital Management LLC | 37,301 | $6.56M | 1.46% | −12,638−25.3% | Reduced |
| Capitolis Advisors LLC | 37,344 | $6.56M | 0.08% | −22,596−37.7% | Reduced |
| Laurel Wealth Advisors LLC | 37,396 | $6.57M | 1.46% | +2,406+6.9% | Added |
| Resources Management Corp | 37,456 | $6.58M | 0.92% | +1,651+4.6% | Added |
| Mission Wealth Management, LP | 37,771 | $6.64M | 0.35% | +1,657+4.6% | Added |
| Walter & Keenan Financial Consulting Co | 37,787 | $6.64M | 2.29% | −1,700−4.3% | Reduced |
| Fulton Bank, N.A. | 38,000 | $6.68M | 0.31% | +387+1.0% | Added |
| Boyer & Corporon Wealth Management, LLC | 38,008 | $6.68M | 1.97% | +917+2.5% | Added |
| Taylor Wealth Management Partners | 38,181 | $6.71M | 2.37% | −168−0.4% | Reduced |
| GWM Advisors LLC | 38,197 | $6.71M | 0.18% | +1,683+4.6% | Added |
| AMG National Trust Bank | 38,206 | $6.72M | 0.22% | −1,245−3.2% | Reduced |
| Bank Hapoalim BM | 38,304 | $6.73M | 0.77% | +1,867+5.1% | Added |
| Mark Stevens | 38,403 | $6.75M | 0.75% | −2,857−6.9% | Reduced |
| Sargent Bickham Lagudis LLC | 38,415 | $6.75M | 0.55% | +1,017+2.7% | Added |
| Chartwell Investment Partners, LLC | 38,440 | $6.76M | 0.20% | +3,000+8.5% | Added |
| Jupiter Wealth Management LLC | 38,266 | $6.78M | 3.25% | +776+2.1% | Added |
| Crossvault Capital Management LLC | 38,507 | $6.78M | 2.07% | +2,485+6.9% | Added |
| WoodTrust Financial Corp | 38,570 | $6.78M | 1.79% | +1,179+3.2% | Added |
| Massmutual Trust Co FSB | 38,621 | $6.79M | 0.29% | +2,896+8.1% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 38,702 | $6.80M | 2.26% | +126+0.3% | Added |
| Aigen Investment Management, LP | 38,765 | $6.81M | 1.19% | +34,483+805.3% | Added |
| ACG Wealth | 38,935 | $6.84M | 0.87% | −2,115−5.2% | Reduced |
| Guardian Capital LP | 39,076 | $6.87M | 0.13% | +3,130+8.7% | Added |
| CMH Wealth Management LLC | 39,121 | $6.88M | 2.30% | +3,202+8.9% | Added |
| RKL Wealth Management LLC | 39,175 | $6.89M | 0.87% | −509−1.3% | Reduced |
| Sepio Capital, LP | 39,458 | $6.94M | 0.58% | −1,364−3.3% | Reduced |
| Wallington Asset Management, LLC | 39,479 | $6.94M | 1.19% | +1,659+4.4% | Added |
| ARS Wealth Advisors, LLC | 39,541 | $6.95M | 1.25% | −429−1.1% | Reduced |
| FAI Wealth Management | 39,552 | $6.95M | 5.94% | −1,000−2.5% | Reduced |
| KMG Fiduciary Partners, LLC | 39,617 | $6.96M | 1.23% | +632+1.6% | Added |
| Chapman Investment Management, LLC | 39,624 | $6.96M | 3.86% | +2,323+6.2% | Added |
| Oak Harvest Investment Services | 39,710 | $6.98M | 2.30% | +1,357+3.5% | Added |
| WMS Partners, LLC | 39,908 | $7.01M | 1.04% | −48−0.1% | Reduced |
| Pennant Investors, LP | 40,000 | $7.03M | 1.78% | −70,000−63.6% | Reduced |
| German American Bancorp, Inc. | 40,129 | $7.05M | 1.11% | +1,873+4.9% | Added |
| Broadleaf Partners, LLC | 40,212 | $7.07M | 2.46% | −1,130−2.7% | Reduced |
| Venture Visionary Partners LLC | 40,227 | $7.07M | 0.57% | −38,860−49.1% | Reduced |
| Legal Advantage Investments, Inc. | 40,227 | $7.07M | 4.84% | +4,800+13.5% | Added |
| Tamar Securities, LLC | 40,271 | $7.08M | 2.72% | +3,418+9.3% | Added |
| Silvant Capital Management LLC | 40,320 | $7.09M | 1.12% | −866−2.1% | Reduced |
| Old Dominion Capital Management Inc | 40,320 | $7.09M | 1.51% | −199−0.5% | Reduced |
| Madison Wealth Management | 40,327 | $7.09M | 1.56% | +899+2.3% | Added |
| Kempner Capital Management Inc. | 40,355 | $7.09M | 4.02% | 00.0% | Unchanged |
| Hyman Charles D | 40,397 | $7.10M | 0.50% | −78−0.2% | Reduced |
| FRG Family Wealth Advisors LLC | 40,399 | $7.10M | 1.35% | +308+0.8% | Added |
| Searcy Financial Services Inc | 40,509 | $7.12M | 4.31% | −29−0.1% | Reduced |
| Financial Advocates Investment Management | 40,560 | $7.13M | 0.50% | +40,560 | New |
| Buckingham Strategic Wealth, LLC | 40,621 | $7.14M | 0.17% | +6,757+20.0% | Added |
| Means Investment Co., Inc. | 40,662 | $7.15M | 1.43% | +3,422+9.2% | Added |
| Broderick Brian C | 40,704 | $7.16M | 1.90% | +297+0.7% | Added |
| Canandaigua National Corp | 40,724 | $7.16M | 1.16% | −1,637−3.9% | Reduced |
| Sonora Investment Management, LLC | 40,763 | $7.17M | 0.94% | +3,649+9.8% | Added |
| Koshinski Asset Management, Inc. | 40,797 | $7.17M | 0.90% | −4,295−9.5% | Reduced |
| Q Capital Solutions | 40,908 | $7.19M | 5.41% | +524+1.3% | Added |
| IHT Wealth Management, LLC | 41,016 | $7.21M | 0.46% | +4,746+13.1% | Added |
| Lynch & Associates | 41,049 | $7.21M | 1.85% | −680−1.6% | Reduced |
| Marietta Wealth Management, LLC | 41,097 | $7.22M | 1.63% | +1,419+3.6% | Added |
| Rice Partnership, LLC | 41,109 | $7.23M | 2.28% | +1,395+3.5% | Added |
| Farmers Trust Co | 41,124 | $7.23M | 1.60% | −353−0.9% | Reduced |
| Evoke Wealth, LLC | 41,525 | $7.25M | 0.28% | +10,409+33.5% | Added |
| Vontobel Swiss Wealth Advisors AG | 42,140 | $7.26M | 3.73% | +5,219+14.1% | Added |
| Pathstone Family Office, LLC | 41,438 | $7.28M | 0.22% | +14,717+55.1% | Added |
| Rossmore Private Capital | 41,733 | $7.33M | 1.26% | −261−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 41,847 | $7.36M | 0.34% | −1,312−3.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 42,000 | $7.38M | 0.98% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 42,132 | $7.41M | 0.40% | +268+0.6% | Added |
| Ameritas Investment Company, LLC | 22,858 | $7.43M | 0.36% | −10,680−31.8% | Reduced |
| Perennial Advisors, LLC | 42,345 | $7.44M | 2.16% | +535+1.3% | Added |