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; 2,947 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 | 2,947 | $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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Wealth Advisors, Inc. | 1,293 | $232.0K | 0.09% | +109+9.2% | Added |
| Home Federal Bank of Tennessee | 1,325 | $233.0K | 0.08% | −25−1.9% | Reduced |
| BancorpSouth Bank | 1,326 | $233.0K | 0.03% | 00.0% | Unchanged |
| Somerset Trust Co | 1,326 | $233.0K | 0.10% | +46+3.6% | Added |
| Vista Private Wealth Partners. LLC | 1,318 | $233.0K | 0.10% | +1,318 | New |
| Hendershot Investments Inc. | 1,332 | $234.0K | 0.05% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 1,335 | $235.0K | 0.04% | 00.0% | Unchanged |
| Jeereddi Investments, LP | 1,340 | $236.0K | 0.20% | −560−29.5% | Reduced |
| Armbruster Capital Management, Inc. | 1,340 | $236.0K | 0.07% | 00.0% | Unchanged |
| Must Asset Management Inc. | 1,361 | $237.0K | 0.17% | 00.0% | Unchanged |
| Cadinha & Co LLC | 1,354 | $238.0K | 0.03% | 00.0% | Unchanged |
| Berkeley, Inc | 1,357 | $238.6K | 0.17% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 1,359 | $239.0K | 0.06% | −136−9.1% | Reduced |
| HC Advisors, LLC | 1,368 | $240.0K | 0.15% | −25−1.8% | Reduced |
| Rodgers & Associates, LTD | 1,370 | $241.0K | 0.04% | −50−3.5% | Reduced |
| Ferguson Shapiro LLC | 1,370 | $241.0K | 0.14% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,376 | $242.0K | 0.03% | −876−38.9% | Reduced |
| Courage Miller Partners, LLC | 1,376 | $242.0K | 0.10% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,374 | $242.0K | 0.09% | +117+9.3% | Added |
| Financial Consulate Inc. | 1,374 | $242.0K | 0.09% | +1,374 | New |
| Pettinga Financial Advisors, LLC | 1,387 | $244.0K | 0.07% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,409 | $248.0K | 0.04% | +131+10.3% | Added |
| Measured Wealth Private Client Group, LLC | 1,418 | $249.0K | 0.08% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 1,417 | $249.0K | 0.03% | +21+1.5% | Added |
| Heartwood Wealth Advisors LLC | 1,425 | $250.0K | 0.04% | 00.0% | Unchanged |
| 360 Financial, Inc. | 1,428 | $251.0K | 0.13% | +56+4.1% | Added |
| Archetype Wealth Partners | 1,432 | $252.0K | 0.09% | +82+6.1% | Added |
| Emerald Advisors, LLC | 1,432 | $252.0K | 0.08% | +201+16.3% | Added |
| BEAM Asset Management, LLC | 1,444 | $254.0K | 0.22% | +183+14.5% | Added |
| South Shore Capital Advisors | 1,453 | $255.0K | 0.46% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,450 | $255.0K | 0.11% | +1,450 | New |
| Barry Investment Advisors, LLC | 1,458 | $256.0K | 0.07% | −232−13.7% | Reduced |
| Isthmus Partners, LLC | 1,455 | $256.0K | 0.05% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,462 | $257.0K | 0.10% | −37−2.5% | Reduced |
| North Point Portfolio Managers Corp | 1,481 | $260.0K | 0.04% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 1,480 | $260.0K | 0.01% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,483 | $261.0K | 0.15% | 00.0% | Unchanged |
| Lee Financial Co | 1,490 | $262.0K | 0.06% | −10−0.7% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 1,492 | $262.0K | 0.19% | +202+15.7% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,494 | $263.0K | 0.12% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 1,496 | $263.0K | 0.17% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,497 | $263.0K | 0.09% | +29+2.0% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,500 | $264.0K | 0.09% | −300−16.7% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $264.0K | 0.12% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 1,513 | $266.0K | 0.01% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 1,514 | $266.0K | 0.04% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 1,501 | $266.0K | 0.10% | 00.0% | Unchanged |
| Innova Wealth Partners | 1,516 | $266.0K | 0.21% | +15+1.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 1,518 | $267.0K | 0.06% | −20,758−93.2% | Reduced |
| Yorktown Management & Research Co Inc | 1,520 | $267.0K | 0.21% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,526 | $268.0K | 0.15% | −802−34.5% | Reduced |
| Guidance Point Advisors, LLC | 1,533 | $269.0K | 0.10% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,531 | $269.0K | 0.19% | +648+73.4% | Added |
| FNY Investment Advisers, LLC | 1,544 | $271.0K | 0.11% | +44+2.9% | Added |
| Howard Financial Services, Ltd. | 1,541 | $271.0K | 0.11% | +141+10.1% | Added |
| GenTrust, LLC | 1,550 | $272.0K | 0.02% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,547 | $272.0K | 0.09% | +8+0.5% | Added |
| Navalign, LLC | 1,546 | $272.0K | 0.12% | +7+0.5% | Added |
| High Falls Advisors, Inc | 1,555 | $273.0K | 0.07% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 1,554 | $273.0K | 0.25% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,556 | $273.0K | 0.11% | +348+28.8% | Added |
| Asio Capital, LLC | 1,558 | $274.0K | 0.10% | +347+28.7% | Added |
| Blueprint Investment Partners LLC | 1,564 | $275.0K | 0.22% | −715−31.4% | Reduced |
| Dock Street Asset Management Inc | 1,563 | $275.0K | 0.05% | −28−1.8% | Reduced |
| Shay Capital LLC | 1,573 | $276.0K | 0.07% | +1,573 | New |
| MinichMacGregor Wealth Management, LLC | 1,578 | $277.0K | 0.10% | −22−1.4% | Reduced |
| Truadvice, LLC | 1,551 | $278.0K | 0.06% | +464+42.7% | Added |
| Paragon Capital Management LLC | 1,584 | $279.0K | 0.14% | −100−5.9% | Reduced |
| Financial Advisory Group | 1,590 | $280.0K | 0.07% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 1,519 | $280.0K | 0.18% | 00.0% | Unchanged |
| UBP Investment Advisors SA | 1,567 | $280.0K | 0.10% | +367+30.6% | Added |
| Single Point Partners, LLC | 1,592 | $280.0K | 0.10% | +1,592 | New |
| Bourne Lent Asset Management Inc | 1,600 | $281.0K | 0.08% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 1,603 | $281.8K | 0.03% | +1,603 | New |
| Better Money Decisions, LLC | 1,602 | $282.0K | 0.25% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,604 | $282.0K | 0.11% | +21+1.3% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,533 | $283.0K | 0.02% | −1,533−50.0% | Reduced |
| AIMZ Investment Advisors, LLC | 1,608 | $283.0K | 0.13% | −55−3.3% | Reduced |
| Souders Financial Advisors | 1,609 | $283.0K | 0.10% | +33+2.1% | Added |
| RWM Asset Management, LLC | 1,614 | $284.0K | 0.05% | +66+4.3% | Added |
| Bouchey Financial Group Ltd | 1,623 | $285.0K | 0.05% | −64−3.8% | Reduced |
| Spotlight Asset Group, Inc. | 1,628 | $286.0K | 0.11% | −420−20.5% | Reduced |
| KFA Private Wealth Group, LLC | 1,628 | $286.0K | 0.16% | −351−17.7% | Reduced |
| Washburn Capital Management, Inc. | 1,629 | $286.0K | 0.19% | −75−4.4% | Reduced |
| Humankind Investments LLC | 1,629 | $286.0K | 0.14% | +1,629 | New |
| Collective Family Office LLC | 1,634 | $287.0K | 0.12% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 1,636 | $288.0K | 0.10% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,638 | $288.0K | 0.05% | +1,638 | New |
| Redhawk Wealth Advisors, Inc. | 1,645 | $289.0K | 0.06% | −118−6.7% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,646 | $289.0K | 0.16% | +37+2.3% | Added |
| David J Yvars Group | 1,647 | $289.0K | 0.16% | +55+3.5% | Added |
| Coastal Capital Group, Inc. | 1,648 | $290.0K | 0.07% | +3+0.2% | Added |
| Foster Victor Wealth Advisors, LLC | 1,650 | $290.0K | 0.05% | +353+27.2% | Added |
| AllSquare Wealth Management LLC | 1,655 | $291.0K | 0.17% | −500−23.2% | Reduced |
| Norris Financial Group, LLC | 1,660 | $291.8K | 0.20% | −76−4.4% | Reduced |
| Frank, Rimerman Advisors LLC | 1,661 | $291.9K | 0.11% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,663 | $292.0K | 0.24% | +171+11.5% | Added |
| Gratus Capital LLC | 1,673 | $294.0K | 0.03% | −8,066−82.8% | Reduced |
| Appleton Group, LLC | 1,672 | $294.0K | 0.23% | −618−27.0% | Reduced |
| Heron Financial Group, LLC | 1,670 | $294.0K | 0.17% | −15−0.9% | Reduced |