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 |
|---|---|---|---|---|---|
| RPG Investment Advisory, LLC | 65,674 | $11.5M | 1.88% | +15,767+31.6% | Added |
| Nixon Capital, LLC | 65,719 | $11.6M | 5.07% | +4,019+6.5% | Added |
| Matthew Goff Investment Advisor, LLC | 66,157 | $11.6M | 2.95% | +1,019+1.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 66,212 | $11.6M | 2.88% | −140−0.2% | Reduced |
| Brown Advisory Securities, LLC | 66,269 | $11.6M | 1.82% | +2,537+4.0% | Added |
| American Portfolios Advisors | 66,382 | $11.7M | 0.45% | +5,658+9.3% | Added |
| West Coast Financial LLC | 66,400 | $11.7M | 1.90% | +379+0.6% | Added |
| Parthenon LLC | 66,765 | $11.7M | 1.76% | +225+0.3% | Added |
| Evergreen Capital Management LLC | 66,875 | $11.8M | 0.56% | −167−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 66,926 | $11.8M | 0.60% | −679−1.0% | Reduced |
| Live Oak Private Wealth LLC | 66,967 | $11.8M | 2.60% | +447+0.7% | Added |
| First Nebraska Trust Co | 66,984 | $11.8M | 1.53% | −183−0.3% | Reduced |
| Highside Global Management LLC | 67,000 | $11.8M | 4.80% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 67,084 | $11.8M | 2.59% | +688+1.0% | Added |
| Brightworth | 67,169 | $11.8M | 1.01% | +3,823+6.0% | Added |
| Trillium Asset Management, LLC | 67,700 | $11.9M | 0.33% | +63,331+1,449.6% | Added |
| Schwerin Boyle Capital Management Inc | 67,475 | $11.9M | 0.98% | 00.0% | Unchanged |
| Credit Agricole S A | 67,500 | $11.9M | 0.39% | +8,926+15.2% | Added |
| Baker Chad R | 67,675 | $11.9M | 2.67% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 67,935 | $11.9M | 1.30% | −312−0.5% | Reduced |
| Montag A & Associates Inc | 68,176 | $12.0M | 0.64% | −10,516−13.4% | Reduced |
| Stelac Advisory Services LLC | 68,661 | $12.1M | 2.75% | +61,834+905.7% | Added |
| Banque Cantonale Vaudoise | 68,666 | $12.1M | 0.54% | +8,016+13.2% | Added |
| HM Payson & Co | 68,680 | $12.1M | 0.29% | −1,415−2.0% | Reduced |
| Strategic Wealth Advisors Group, LLC | 68,911 | $12.1M | 0.55% | +13,077+23.4% | Added |
| Girard Partners Ltd. | 69,050 | $12.1M | 1.56% | −10,412−13.1% | Reduced |
| Waratah Capital Advisors Ltd. | 69,097 | $12.1M | 0.69% | +6,309+10.0% | Added |
| Narwhal Capital Management | 69,434 | $12.2M | 1.54% | +6,305+10.0% | Added |
| Rothschild Investment Corp | 69,461 | $12.2M | 0.97% | −12,494−15.2% | Reduced |
| Howard Hughes Medical Institute | 70,000 | $12.3M | 4.12% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 70,016 | $12.3M | 0.86% | −810−1.1% | Reduced |
| Kanawha Capital Management LLC | 70,117 | $12.3M | 1.13% | +345+0.5% | Added |
| Marco Investment Management LLC | 70,313 | $12.4M | 1.44% | +7,345+11.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 70,494 | $12.4M | 0.49% | +3,300+4.9% | Added |
| Westchester Capital Management, Inc. | 70,768 | $12.4M | 3.49% | −803−1.1% | Reduced |
| Stonebridge Capital Advisors LLC | 70,881 | $12.5M | 1.51% | +1,746+2.5% | Added |
| Beaumont Financial Partners, LLC | 71,193 | $12.5M | 0.95% | +6,880+10.7% | Added |
| BLB&B Advisors, LLC | 71,708 | $12.6M | 0.91% | +675+1.0% | Added |
| Heathbridge Capital Management Ltd. | 71,950 | $12.6M | 3.40% | −5,700−7.3% | Reduced |
| HighPoint Advisor Group LLC | 72,156 | $12.7M | 1.28% | +4,738+7.0% | Added |
| Doyle Wealth Management | 72,755 | $12.8M | 1.06% | +1,553+2.2% | Added |
| Albion Financial Group | 73,014 | $12.8M | 1.11% | +73,014 | New |
| Atlantic Union Bankshares Corp | 72,928 | $12.8M | 1.24% | +989+1.4% | Added |
| Northeast Financial Consultants Inc | 73,022 | $12.8M | 0.86% | +633+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 73,134 | $12.9M | 1.18% | −1,063−1.4% | Reduced |
| Parsons Capital Management Inc | 73,158 | $12.9M | 0.98% | −2,958−3.9% | Reduced |
| Dillon & Associates Inc | 73,157 | $12.9M | 2.52% | −125−0.2% | Reduced |
| Brown Brothers Harriman & Co | 73,462 | $12.9M | 0.08% | −397−0.5% | Reduced |
| Appleton Partners Inc | 74,014 | $13.0M | 1.11% | +1,982+2.8% | Added |
| Bessemer Group Inc | 74,134 | $13.0M | 0.03% | +425+0.6% | Added |
| Murphy Capital Management Inc | 74,214 | $13.0M | 1.49% | +398+0.5% | Added |
| Lowe Brockenbrough & Co Inc | 74,377 | $13.1M | 1.18% | +1,735+2.4% | Added |
| Arbor Wealth Management, LLC | 74,609 | $13.1M | 3.23% | +4,218+6.0% | Added |
| TownSquare Capital, LLC | 75,805 | $13.2M | 0.43% | +6,662+9.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 75,211 | $13.2M | 2.19% | +3,931+5.5% | Added |
| Clarkston Capital Partners, LLC | 75,675 | $13.3M | 0.24% | +4,028+5.6% | Added |
| First Trust Advisors LP | 75,820 | $13.3M | 0.01% | +44,423+141.5% | Added |
| Washington Trust Bank | 75,883 | $13.3M | 1.58% | +54+0.1% | Added |
| Cresset Asset Management, LLC | 75,922 | $13.3M | 0.19% | +6,164+8.8% | Added |
| Kestra Private Wealth Services, LLC | 75,950 | $13.3M | 0.81% | +12,091+18.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 75,976 | $13.4M | 1.27% | +330+0.4% | Added |
| Edge Wealth Management LLC | 76,396 | $13.4M | 2.73% | +1,449+1.9% | Added |
| Torray LLC | 76,715 | $13.5M | 1.98% | +134+0.2% | Added |
| Mandatum Life Insurance Co Ltd | 76,791 | $13.5M | 2.45% | +1,254+1.7% | Added |
| Avantax Advisory Services, Inc. | 76,941 | $13.5M | 0.25% | +5,020+7.0% | Added |
| Burns J W & Co Inc | 77,037 | $13.5M | 2.13% | +1,355+1.8% | Added |
| RiverPark Advisors, LLC | 77,343 | $13.6M | 1.73% | −577−0.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 77,362 | $13.6M | 1.29% | −4,153−5.1% | Reduced |
| Perigon Wealth Management, LLC | 77,398 | $13.6M | 1.21% | +3,430+4.6% | Added |
| Palisade Capital Management LLC | 77,956 | $13.7M | 0.31% | +4,581+6.2% | Added |
| Welch & Forbes LLC | 78,112 | $13.7M | 0.23% | +4,361+5.9% | Added |
| Berkshire Asset Management LLC | 78,157 | $13.7M | 0.93% | +198+0.3% | Added |
| E. Ohman J:or Asset Management AB | 78,700 | $13.8M | 0.43% | +6,200+8.6% | Added |
| Greenwood Gearhart Inc | 78,726 | $13.8M | 2.23% | +3,197+4.2% | Added |
| Advisor Partners LLC | 78,918 | $13.9M | 0.91% | +4,080+5.5% | Added |
| Baxter Bros Inc | 79,111 | $13.9M | 2.20% | −480−0.6% | Reduced |
| Philadelphia Trust Co | 79,129 | $13.9M | 0.96% | +899+1.1% | Added |
| UBS Oconnor LLC | 80,000 | $14.1M | 0.13% | −10,000−11.1% | Reduced |
| Pacific Global Investment Management CO | 80,139 | $14.1M | 2.79% | +779+1.0% | Added |
| Punch & Associates Investment Management, Inc. | 80,301 | $14.1M | 0.80% | +331+0.4% | Added |
| Eagle Ridge Investment Management | 80,385 | $14.1M | 1.64% | +190+0.2% | Added |
| Carret Asset Management, LLC | 80,582 | $14.2M | 1.66% | −2,137−2.6% | Reduced |
| Blue Chip Partners, Inc. | 80,813 | $14.2M | 2.03% | +1,536+1.9% | Added |
| Wolverine Trading, LLC | 81,995 | $14.3M | 0.39% | −277,360−77.2% | Reduced |
| Peak Asset Management, LLC | 81,426 | $14.3M | 3.56% | −2,178−2.6% | Reduced |
| Connors Investor Services Inc | 81,598 | $14.3M | 1.49% | +225+0.3% | Added |
| Cabot Wealth Management Inc | 81,655 | $14.4M | 1.92% | −888−1.1% | Reduced |
| Bryn Mawr Trust Co | 81,687 | $14.4M | 0.55% | +1,499+1.9% | Added |
| IFP Advisors, Inc | 81,605 | $14.4M | 0.30% | +2,913+3.7% | Added |
| Weatherly Asset Management L. P. | 82,120 | $14.4M | 1.82% | +2,230+2.8% | Added |
| Roundview Capital LLC | 82,247 | $14.5M | 1.61% | +2,001+2.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 82,511 | $14.5M | 0.25% | +219+0.3% | Added |
| Van Cleef Asset Management,Inc | 82,738 | $14.5M | 2.15% | −2,332−2.7% | Reduced |
| Amussen Hunsaker Associates LLC | 82,842 | $14.6M | 4.16% | +3,197+4.0% | Added |
| Papp L Roy & Associates | 82,899 | $14.6M | 1.84% | +5,075+6.5% | Added |
| Crake Asset Management LLP | 83,200 | $14.6M | 0.76% | +83,200 | New |
| CapWealth Advisors, LLC | 83,252 | $14.6M | 1.59% | +1,057+1.3% | Added |
| Manitou Investment Management Ltd. | 84,235 | $14.8M | 2.59% | +3,320+4.1% | Added |
| First National Bank of Omaha | 80,241 | $14.8M | 0.77% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 84,374 | $14.8M | 4.69% | −925−1.1% | Reduced |