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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 42,421 | $7.46M | 0.89% | −16,410−27.9% | Reduced |
| Alexandria Capital, LLC | 42,425 | $7.46M | 0.69% | +890+2.1% | Added |
| Texas Yale Capital Corp. | 42,663 | $7.50M | 0.43% | +850+2.0% | Added |
| Security National Trust Co | 42,670 | $7.50M | 1.67% | −1,250−2.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 42,762 | $7.52M | 0.44% | +9,480+28.5% | Added |
| Atwater Malick LLC | 42,837 | $7.53M | 4.16% | +1,653+4.0% | Added |
| SeaTown Holdings Pte. Ltd. | 43,000 | $7.56M | 0.37% | −120,000−73.6% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 43,000 | $7.56M | 4.74% | +3,800+9.7% | Added |
| Keeler Thomas Management LLC | 42,991 | $7.56M | 3.70% | +1,108+2.6% | Added |
| Penobscot Investment Management Company, Inc. | 43,156 | $7.58M | 1.12% | −858−1.9% | Reduced |
| Hoylecohen, LLC | 43,301 | $7.61M | 0.72% | +800+1.9% | Added |
| Novare Capital Management LLC | 43,438 | $7.63M | 0.85% | +7,373+20.4% | Added |
| Schonfeld Strategic Advisors LLC | 43,500 | $7.65M | 0.09% | +8,614+24.7% | Added |
| Patten & Patten Inc | 43,584 | $7.66M | 0.58% | −80−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 43,692 | $7.68M | 1.04% | +1,374+3.2% | Added |
| Kornitzer Capital Management Inc | 43,726 | $7.69M | 0.12% | −6,249−12.5% | Reduced |
| Puzo Michael J | 43,786 | $7.70M | 2.39% | −595−1.3% | Reduced |
| Permanens Capital L.P. | 43,860 | $7.71M | 1.39% | +6,054+16.0% | Added |
| Tdam USA Inc. | 43,804 | $7.71M | 0.48% | −4,035−8.4% | Reduced |
| Violich Capital Management, Inc. | 43,934 | $7.72M | 1.30% | −1,650−3.6% | Reduced |
| Level Four Advisory Services, LLC | 43,963 | $7.73M | 0.53% | −2,258−4.9% | Reduced |
| Hutchinson Capital Management | 44,101 | $7.75M | 1.92% | −18,134−29.1% | Reduced |
| Hartford Financial Management Inc. | 44,118 | $7.75M | 1.92% | −103−0.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 44,249 | $7.78M | 1.35% | −1,013−2.2% | Reduced |
| CAPROCK Group, Inc. | 44,358 | $7.80M | 0.71% | +7,204+19.4% | Added |
| Redpoint Investment Management Pty Ltd | 44,505 | $7.82M | 0.64% | −1,774−3.8% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 44,516 | $7.83M | 0.99% | +3,876+9.5% | Added |
| Donaldson Capital Management, LLC | 44,742 | $7.86M | 0.40% | +648+1.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 44,947 | $7.90M | 0.41% | +34,348+324.1% | Added |
| JS Capital Management LLC | 45,000 | $7.91M | 0.38% | −75,000−62.5% | Reduced |
| Avalon Global Asset Management LLC | 45,000 | $7.91M | 2.59% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 45,079 | $7.92M | 0.37% | +145+0.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 45,086 | $7.92M | 1.37% | +45,086 | New |
| Essex Investment Management Co LLC | 45,107 | $7.93M | 0.92% | −4,860−9.7% | Reduced |
| Motley Fool Asset Management LLC | 45,103 | $7.93M | 0.52% | +21,975+95.0% | Added |
| Quantitative Investment Management, LLC | 45,178 | $7.94M | 0.72% | +45,178 | New |
| Providence Capital Advisors, LLC | 45,224 | $7.95M | 2.60% | +19,550+76.1% | Added |
| CWM, LLC | 45,500 | $8.00M | 0.06% | 00.0% | Unchanged |
| Kidder Stephen W | 45,574 | $8.01M | 2.47% | +279+0.6% | Added |
| Andra AP-fonden | 45,700 | $8.03M | 0.16% | +900+2.0% | Added |
| Sompo Asset Management Co., Ltd. | 45,870 | $8.06M | 1.65% | +12,070+35.7% | Added |
| Alpha Omega Wealth Management LLC | 45,877 | $8.06M | 1.32% | +536+1.2% | Added |
| Arrow Capital Management, LLC | 45,898 | $8.07M | 5.61% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 46,186 | $8.12M | 1.73% | +3,770+8.9% | Added |
| Fulcrum Capital LLC | 46,201 | $8.12M | 2.04% | +1,800+4.1% | Added |
| Security National Bank | 46,280 | $8.13M | 2.14% | +961+2.1% | Added |
| Thompson Siegel & Walmsley LLC | 46,319 | $8.14M | 0.11% | −945−2.0% | Reduced |
| QS Investors, LLC | 46,421 | $8.16M | 0.10% | +747+1.6% | Added |
| Shelton Capital Management | 46,658 | $8.20M | 0.31% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 46,659 | $8.20M | 1.57% | +407+0.9% | Added |
| Bank of Nova Scotia Trust Co | 46,714 | $8.21M | 0.72% | +1,810+4.0% | Added |
| Mizuho Markets Cayman LP | 46,765 | $8.22M | 1.51% | +22,425+92.1% | Added |
| Venator Capital Management Ltd. | 46,800 | $8.23M | 4.31% | +26,800+134.0% | Added |
| Bank of the West | 46,963 | $8.25M | 0.84% | −1,579−3.3% | Reduced |
| World Asset Management Inc | 47,085 | $8.28M | 0.76% | −2,830−5.7% | Reduced |
| Exencial Wealth Advisors, LLC | 47,129 | $8.28M | 0.45% | +3,797+8.8% | Added |
| Lafayette Investments, Inc. | 47,218 | $8.30M | 2.26% | +3,282+7.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,290 | $8.31M | 0.88% | −4,354−8.4% | Reduced |
| Key Financial Inc | 47,252 | $8.32M | 4.65% | +140.0% | Added |
| River Wealth Advisors LLC | 47,332 | $8.32M | 1.46% | +1,097+2.4% | Added |
| Princeton Capital Management LLC | 47,358 | $8.32M | 2.57% | +587+1.3% | Added |
| Adell Harriman & Carpenter Inc | 47,432 | $8.34M | 0.88% | +2,806+6.3% | Added |
| Levin Capital Strategies, L.P. | 47,676 | $8.38M | 0.87% | −58−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 47,693 | $8.38M | 1.00% | −1,021−2.1% | Reduced |
| HGI Capital Management, LLC | 47,696 | $8.38M | 3.24% | +6,489+15.7% | Added |
| Blume Capital Management, Inc. | 47,871 | $8.41M | 3.08% | −300−0.6% | Reduced |
| Van Strum & Towne Inc. | 47,874 | $8.41M | 4.03% | +335+0.7% | Added |
| Brookstone Capital Management | 45,887 | $8.43M | 0.15% | +24,682+116.4% | Added |
| Ar Asset Management Inc | 48,679 | $8.56M | 2.39% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 48,807 | $8.58M | 1.42% | +580+1.2% | Added |
| Alerus Financial NA | 48,870 | $8.59M | 0.87% | −4,045−7.6% | Reduced |
| Profund Advisors LLC | 48,929 | $8.60M | 0.29% | +1,859+3.9% | Added |
| Independent Investors Inc | 48,965 | $8.61M | 2.12% | −67−0.1% | Reduced |
| Columbia Asset Management | 48,974 | $8.61M | 1.92% | −45,902−48.4% | Reduced |
| TLW Wealth Management, LLC | 49,024 | $8.62M | 4.79% | +3,916+8.7% | Added |
| Alpha Cubed Investments, LLC | 49,133 | $8.64M | 0.62% | +1,519+3.2% | Added |
| Sara-Bay Financial | 49,154 | $8.64M | 3.32% | +71+0.1% | Added |
| Shufro Rose & Co LLC | 49,250 | $8.66M | 0.65% | −1,689−3.3% | Reduced |
| Cramer Rosenthal McGlynn LLC | 49,279 | $8.66M | 0.28% | −10,688−17.8% | Reduced |
| Everence Capital Management Inc | 49,282 | $8.66M | 0.71% | +6,450+15.1% | Added |
| Wade G W & Inc | 49,596 | $8.72M | 0.42% | −197−0.4% | Reduced |
| Kinneret Advisory, LLC | 49,782 | $8.75M | 1.03% | 00.0% | Unchanged |
| Leonard Green & Partners, L.P. | 50,000 | $8.79M | 0.08% | +50,000 | New |
| Kdi Capital Partners LLC | 50,203 | $8.82M | 2.91% | +42,492+551.1% | Added |
| Mercer Capital Advisers, Inc. | 50,266 | $8.84M | 4.41% | −200.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 50,416 | $8.86M | 0.67% | +340+0.7% | Added |
| Citizens National Bank Trust Department | 50,464 | $8.87M | 2.54% | +1,904+3.9% | Added |
| TCW Group Inc | 50,527 | $8.88M | 0.08% | −6,013−10.6% | Reduced |
| Caldwell Trust Co | 50,732 | $8.92M | 1.17% | −171−0.3% | Reduced |
| Parus Finance (UK) Ltd | 50,865 | $8.94M | 2.17% | −160−0.3% | Reduced |
| North Growth Management Ltd. | 51,000 | $8.99M | 1.46% | +7,000+15.9% | Added |
| IBM Retirement Fund | 51,186 | $9.00M | 0.71% | −10,374−16.9% | Reduced |
| Motco | 51,263 | $9.01M | 0.59% | +569+1.1% | Added |
| Madison Asset Management, LLC | 51,432 | $9.04M | 0.12% | +3,011+6.2% | Added |
| Stonebridge Capital Management Inc | 52,061 | $9.15M | 3.33% | +500+1.0% | Added |
| Freestone Capital Holdings, LLC | 52,143 | $9.16M | 0.46% | +1,637+3.2% | Added |
| Allstate Corp | 52,156 | $9.17M | 0.31% | −3,324−6.0% | Reduced |
| Sand Hill Global Advisors, LLC | 52,286 | $9.19M | 0.56% | +1,668+3.3% | Added |
| Wendell David Associates Inc | 52,305 | $9.19M | 1.03% | −150−0.3% | Reduced |
| Calamos Wealth Management LLC | 52,375 | $9.21M | 0.72% | −2,213−4.1% | Reduced |