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 |
|---|---|---|---|---|---|
| Johnson Bixby & Associates, LLC | 1,682 | $294.0K | 0.08% | 00.0% | Unchanged |
| Newport Wealth Strategies, Inc. | 1,679 | $295.0K | 0.17% | +150+9.8% | Added |
| Madison Wealth Partners, Inc | 1,679 | $295.0K | 0.17% | +212+14.5% | Added |
| Cribstone Capital Management, LLC | 1,685 | $296.0K | 0.18% | +126+8.1% | Added |
| Campbell Wealth Management | 1,686 | $296.0K | 0.04% | +1,686 | New |
| Cutler Group LP | 1,700 | $298.0K | 0.02% | +1,700 | New |
| Cannon Financial Strategists, Inc. | 1,700 | $298.8K | 0.12% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,700 | $299.0K | 0.11% | +100+6.3% | Added |
| Aveo Capital Partners, LLC | 1,703 | $299.0K | 0.07% | +113+7.1% | Added |
| Capital Advisors, Ltd. LLC | 1,711 | $301.0K | 0.05% | −57−3.2% | Reduced |
| Canton Hathaway, LLC | 1,715 | $301.0K | 0.09% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,712 | $301.0K | 0.07% | +9+0.5% | Added |
| Curi Capital | 1,718 | $301.0K | 0.15% | +135+8.5% | Added |
| Plotkin Financial Advisors, LLC | 1,720 | $302.4K | 0.17% | +622+56.6% | Added |
| Opes Wealth Management LLC | 1,725 | $303.0K | 0.11% | −115−6.3% | Reduced |
| Fiducient Advisors LLC | 1,726 | $303.0K | 0.09% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,724 | $303.0K | 0.18% | +613+55.2% | Added |
| Two Sigma Securities, LLC | 1,730 | $304.0K | 0.08% | +596+52.6% | Added |
| Fairview Capital Investment Management, LLC | 1,739 | $305.0K | 0.02% | −500−22.3% | Reduced |
| Harvest Investment Services, LLC | 1,738 | $305.0K | 0.13% | +1,738 | New |
| Cahill Financial Advisors Inc | 1,741 | $306.0K | 0.07% | −60−3.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,758 | $306.0K | 0.09% | 00.0% | Unchanged |
| Nkcfo LLC | 1,749 | $307.0K | 0.10% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,745 | $307.0K | 0.26% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 1,750 | $307.0K | 0.14% | +1,750 | New |
| Strid Group, LLC | 1,716 | $308.0K | 0.07% | −29−1.7% | Reduced |
| Occidental Asset Management, LLC | 1,756 | $309.0K | 0.08% | +6+0.3% | Added |
| Lincoln Capital Corp | 1,759 | $309.0K | 0.18% | +179+11.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 1,783 | $310.0K | 0.01% | −2,401−57.4% | Reduced |
| Day & Ennis, LLC | 1,763 | $310.0K | 0.11% | −35−1.9% | Reduced |
| Bell Bank | 1,762 | $310.0K | 0.04% | +10+0.6% | Added |
| Financial Management Concepts Corp | 1,723 | $311.0K | 0.25% | −2,363−57.8% | Reduced |
| Financial Planning & Information Services, Inc. | 1,773 | $312.0K | 0.09% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,782 | $313.0K | 0.05% | −1,501−45.7% | Reduced |
| Engineers Gate Manager LP | 1,780 | $313.0K | 0.02% | −1,319−42.6% | Reduced |
| EWG Elevate Inc. | 1,779 | $315.0K | 0.12% | −177−9.0% | Reduced |
| Verity & Verity, LLC | 1,791 | $315.0K | 0.05% | +7+0.4% | Added |
| Huber Capital Management LLC | 1,800 | $316.0K | 0.08% | −5,100−73.9% | Reduced |
| Shilanski & Associates, Inc. | 1,796 | $316.0K | 0.15% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,801 | $317.0K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 1,804 | $317.0K | 0.06% | +423+30.6% | Added |
| Ford Financial Group, LLC | 1,810 | $318.0K | 0.12% | +25+1.4% | Added |
| Element Wealth, LLC | 1,812 | $318.0K | 0.25% | +122+7.2% | Added |
| Smith & Howard Wealth Management, LLC | 1,813 | $319.0K | 0.15% | −138−7.1% | Reduced |
| Baskin Financial Services Inc. | 1,813 | $319.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,795 | $319.0K | 0.26% | +1,795 | New |
| Hamilton Point Investment Advisors, LLC | 1,819 | $320.0K | 0.09% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,828 | $321.0K | 0.13% | +49+2.8% | Added |
| Tatro Capital, LLC | 1,832 | $322.0K | 0.22% | +45+2.5% | Added |
| Northern Oak Wealth Management Inc | 1,832 | $322.0K | 0.04% | +52+2.9% | Added |
| Range Financial Group LLC | 1,838 | $323.0K | 0.24% | +10+0.5% | Added |
| PrairieView Partners, LLC | 1,835 | $323.0K | 0.05% | +50+2.8% | Added |
| Chase Investment Counsel Corp | 1,846 | $324.0K | 0.13% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 1,841 | $324.0K | 0.17% | +1,841 | New |
| Penbrook Management LLC | 1,850 | $325.0K | 0.20% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,855 | $326.0K | 0.28% | −15−0.8% | Reduced |
| Credential Qtrade Securities Inc. | 1,857 | $326.4K | 0.03% | +226+13.9% | Added |
| Galvin, Gaustad & Stein, LLC | 1,861 | $327.0K | 0.03% | −50−2.6% | Reduced |
| Red Wave Investments LLC | 1,869 | $329.0K | 0.12% | +11+0.6% | Added |
| Maltin Wealth Management, Inc. | 1,870 | $329.0K | 0.20% | +163+9.5% | Added |
| Clear Street Markets LLC | 1,880 | $330.0K | 0.07% | −14,560−88.6% | Reduced |
| TMD Wealth Management, LLC | 1,876 | $330.0K | 0.14% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,891 | $332.0K | 0.07% | +1,891 | New |
| Berger Financial Group, Inc | 1,896 | $333.0K | 0.06% | +5+0.3% | Added |
| BT Wealth Management LLC | 1,895 | $333.0K | 0.10% | +16+0.9% | Added |
| Winning Points Advisors, LLC | 1,907 | $335.0K | 0.25% | −1,000−34.4% | Reduced |
| HYA Advisors, Inc | 1,904 | $335.0K | 0.14% | −36−1.9% | Reduced |
| Concord Wealth Partners | 1,913 | $336.0K | 0.10% | +9+0.5% | Added |
| Concorde Asset Management, LLC | 1,914 | $337.0K | 0.19% | +78+4.2% | Added |
| Security National Bank of So Dak | 1,936 | $340.0K | 0.26% | −469−19.5% | Reduced |
| Wisconsin Capital Management LLC | 1,937 | $340.0K | 0.13% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1,936 | $340.0K | 0.07% | +33+1.7% | Added |
| Firestone Capital Management | 1,937 | $341.0K | 0.12% | −14−0.7% | Reduced |
| Guild Investment Management, Inc. | 1,941 | $341.0K | 0.33% | +18+0.9% | Added |
| Catalyst Private Wealth, LLC | 1,945 | $342.0K | 0.19% | +259+15.4% | Added |
| Copperleaf Capital, LLC | 1,950 | $343.0K | 0.34% | −13−0.7% | Reduced |
| Chickasaw Capital Management LLC | 1,955 | $344.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 1,959 | $344.0K | 0.10% | +491+33.4% | Added |
| Alps Advisors Inc | 1,959 | $344.0K | 0.00% | +1,959 | New |
| Terril Brothers, Inc. | 1,964 | $345.0K | 0.08% | −100−4.8% | Reduced |
| Bernardo Wealth Planning LLC | 1,968 | $345.0K | 0.21% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,964 | $345.0K | 0.19% | +145+8.0% | Added |
| Catalyst Capital Advisors LLC | 1,960 | $345.0K | 0.02% | +1,960 | New |
| Fermata Advisors, LLC | 1,977 | $347.0K | 0.20% | +228+13.0% | Added |
| Geller Advisors LLC | 1,982 | $348.0K | 0.08% | −13−0.7% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 1,902 | $349.0K | 0.21% | −50−2.6% | Reduced |
| Capstone Financial Advisors, Inc. | 1,990 | $350.0K | 0.03% | +32+1.6% | Added |
| McCarthy Asset Management, Inc. | 1,990 | $350.0K | 0.25% | +82+4.3% | Added |
| Defender Capital, LLC. | 2,000 | $351.0K | 0.12% | −105−5.0% | Reduced |
| Regal Wealth Group, Inc. | 2,000 | $351.0K | 0.21% | +47+2.4% | Added |
| Biltmore Capital Advisors LLC | 1,996 | $351.0K | 0.06% | +281+16.4% | Added |
| Castleark Management LLC | 2,000 | $352.0K | 0.01% | 00.0% | Unchanged |
| Next Capital Management LLC | 2,000 | $352.0K | 0.22% | +89+4.7% | Added |
| Interchange Capital Partners, LLC | 2,009 | $353.0K | 0.55% | −1,757−46.7% | Reduced |
| Semmax Financial Advisors Inc. | 2,009 | $353.0K | 0.11% | +219+12.2% | Added |
| Trellis Advisors, LLC | 2,018 | $355.0K | 0.18% | −98−4.6% | Reduced |
| S.A. Mason LLC | 2,021 | $355.0K | 0.24% | 00.0% | Unchanged |
| Brio Consultants, LLC | 2,018 | $355.0K | 0.09% | +52+2.6% | Added |
| Greylin Investment Mangement Inc | 2,024 | $356.0K | 0.07% | −25−1.2% | Reduced |
| Gill Capital Partners, LLC | 2,031 | $357.0K | 0.17% | +59+3.0% | Added |