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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 2,032 | $357.0K | 0.09% | +139+7.3% | Added |
| Albert D Mason Inc | 2,035 | $358.0K | 0.22% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,048 | $360.0K | 0.07% | −5−0.2% | Reduced |
| CAMG Solamere Management, LLC | 2,046 | $360.0K | 0.31% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,046 | $360.0K | 0.26% | +279+15.8% | Added |
| Trilogy Capital Inc. | 1,958 | $361.0K | 0.03% | +620+46.3% | Added |
| Corbett Road Capital Management, LLC | 2,067 | $363.0K | 0.64% | −279−11.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,070 | $364.0K | 0.16% | −510−19.8% | Reduced |
| USAdvisors Wealth Management, LLC | 2,072 | $364.0K | 0.20% | −95−4.4% | Reduced |
| Carlson Capital Management | 2,069 | $364.0K | 0.05% | +30+1.5% | Added |
| Voya Financial Advisors, Inc. | 2,104 | $366.0K | 0.05% | −37,569−94.7% | Reduced |
| High Note Wealth, LLC | 2,086 | $366.0K | 0.13% | −95−4.4% | Reduced |
| A.R.T. Advisors, LLC | 2,097 | $369.0K | 16.01% | −1,000−32.3% | Reduced |
| Rinet Co LLC | 2,099 | $369.0K | 0.07% | −141−6.3% | Reduced |
| Paradigm Asset Management Co LLC | 2,100 | $369.1K | 0.09% | −200−8.7% | Reduced |
| Full Sail Capital, LLC | 2,112 | $371.0K | 0.03% | −309−12.8% | Reduced |
| Pensionmark Financial Group, LLC | 2,112 | $371.0K | 0.08% | +16+0.8% | Added |
| Indie Asset Partners, LLC | 2,114 | $372.0K | 0.30% | −61−2.8% | Reduced |
| Aevitas Wealth Management, Inc. | 2,116 | $372.0K | 0.24% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 2,116 | $372.0K | 0.33% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,121 | $373.0K | 0.12% | −565−21.0% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,158 | $373.0K | 0.09% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,125 | $374.0K | 0.06% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,132 | $375.0K | 0.05% | −395−15.6% | Reduced |
| Keebeck Alpha, LP | 2,138 | $376.0K | 0.13% | −464−17.8% | Reduced |
| Mayfair Advisory Group, LLC | 2,141 | $376.0K | 0.60% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 2,136 | $376.0K | 0.17% | +463+27.7% | Added |
| Pennsylvania Capital Management Inc | 2,131 | $377.0K | 0.19% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 2,150 | $378.0K | 0.35% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,150 | $378.0K | 0.22% | +1,600+290.9% | Added |
| DB Wealth Management Group, LLC | 2,164 | $380.0K | 0.24% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,163 | $380.0K | 0.06% | +19+0.9% | Added |
| Crewe Advisors LLC | 2,160 | $380.0K | 0.09% | +317+17.2% | Added |
| Kalos Management, Inc. | 2,161 | $381.0K | 0.15% | −973−31.0% | Reduced |
| Capital Investment Services of America, Inc. | 2,176 | $382.0K | 0.04% | 00.0% | Unchanged |
| Petix & Botte Co | 2,173 | $382.0K | 0.27% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 2,182 | $383.0K | 0.21% | −1,524−41.1% | Reduced |
| Phoenix Wealth Advisors | 2,207 | $383.0K | 0.28% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 2,177 | $383.0K | 0.06% | +35+1.6% | Added |
| Buckley Wealth Management, LLC | 2,177 | $383.0K | 0.13% | +245+12.7% | Added |
| Henshaw Capital LLC | 2,190 | $384.9K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,192 | $385.0K | 0.39% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,188 | $385.0K | 0.25% | +681+45.2% | Added |
| Pegasus Partners Ltd. | 2,198 | $386.0K | 0.08% | −58−2.6% | Reduced |
| Private Capital Management LLC | 2,202 | $387.0K | 0.18% | −189−7.9% | Reduced |
| MACRO Consulting Group | 2,194 | $387.0K | 0.20% | −81−3.6% | Reduced |
| StrategIQ Financial Group, LLC | 2,209 | $388.0K | 0.08% | −35−1.6% | Reduced |
| Marshall Financial Group LLC | 2,207 | $388.0K | 0.21% | +51+2.4% | Added |
| Alesco Advisors LLC | 2,214 | $389.0K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,217 | $390.0K | 0.24% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 2,216 | $390.0K | 0.28% | +2,216 | New |
| Grant/GrossMendelsohn, LLC | 2,183 | $391.0K | 0.33% | 00.0% | Unchanged |
| First Financial Corp | 2,234 | $393.0K | 0.26% | +359+19.1% | Added |
| Veritas Investment Management (UK) Ltd | 2,234 | $393.0K | 0.06% | +2,234 | New |
| Ratan Capital Management LP | 2,250 | $395.0K | 0.03% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 2,248 | $395.0K | 0.09% | +102+4.8% | Added |
| 17 Capital Partners, LLC | 2,254 | $396.0K | 0.37% | +2,254 | New |
| TRH Financial, LLC | 2,261 | $397.0K | 0.17% | −425−15.8% | Reduced |
| Legacy Wealth Planning, LLC | 2,256 | $397.0K | 0.45% | −190−7.8% | Reduced |
| Strategic Wealth Management Group, LLC | 2,276 | $400.0K | 0.15% | −482−17.5% | Reduced |
| Wharton Business Group, LLC | 2,273 | $400.0K | 0.03% | 00.0% | Unchanged |
| Lipe & Dalton | 2,280 | $401.0K | 0.21% | −220−8.8% | Reduced |
| Sit Investment Associates Inc | 2,280 | $401.0K | 0.01% | 00.0% | Unchanged |
| Advisors Management Group Inc | 2,288 | $402.0K | 0.12% | −170−6.9% | Reduced |
| Financial Engines Advisors L.L.C. | 2,297 | $404.0K | 0.00% | −380−14.2% | Reduced |
| Hilltop Wealth Advisors, LLC | 2,298 | $404.0K | 0.29% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 2,306 | $405.0K | 0.39% | −192−7.7% | Reduced |
| Capital Directions Investment Advisors, LLC | 2,316 | $407.0K | 0.12% | +145+6.7% | Added |
| Abacus Wealth Partners, LLC | 2,321 | $407.9K | 0.16% | −22−0.9% | Reduced |
| First National Corp | 3,661 | $408.0K | 0.14% | −182−4.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,320 | $408.0K | 0.22% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 2,327 | $409.0K | 0.26% | +2+0.1% | Added |
| Blossom Wealth Management | 2,334 | $410.0K | 3.08% | +1,068+84.4% | Added |
| Mascoma Wealth Management LLC | 2,339 | $411.0K | 0.18% | +49+2.1% | Added |
| Everhart Financial Group, Inc. | 2,349 | $413.0K | 0.28% | +1,242+112.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 2,357 | $414.0K | 0.13% | +179+8.2% | Added |
| Headinvest, LLC | 2,362 | $415.0K | 0.08% | +417+21.4% | Added |
| Sustainable Insight Capital Management, LLC | 2,374 | $417.0K | 0.25% | −17−0.7% | Reduced |
| Lesa Sroufe & Co | 2,381 | $418.0K | 0.42% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 2,378 | $418.0K | 0.11% | 00.0% | Unchanged |
| Select Asset Management & Trust | 2,391 | $420.0K | 0.24% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,390 | $420.0K | 0.13% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 2,394 | $421.0K | 0.19% | +2,394 | New |
| Ade, LLC | 2,403 | $422.0K | 0.38% | −7−0.3% | Reduced |
| Mad River Investors | 2,400 | $422.0K | 0.27% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,407 | $423.0K | 0.24% | +18+0.8% | Added |
| Patron Partners Advisors, LLC | 2,408 | $423.0K | 0.32% | +80+3.4% | Added |
| Institutional & Family Asset Management, LLC | 2,413 | $424.0K | 0.07% | −845−25.9% | Reduced |
| Banco BTG Pactual S.A. | 2,432 | $427.0K | 0.34% | +2,432 | New |
| Levy Wealth Management Group, LLC | 2,433 | $428.0K | 0.25% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 2,437 | $428.0K | 0.14% | +53+2.2% | Added |
| Ballast Advisors LLC | 2,444 | $430.0K | 0.18% | +11+0.5% | Added |
| Summit Wealth Partners, LLC | 2,449 | $430.4K | 0.10% | +10+0.4% | Added |
| Security National Bank of Sioux City Iowa | 2,454 | $431.0K | 0.34% | −481−16.4% | Reduced |
| Seven Post Investment Office LP | 2,460 | $432.0K | 0.13% | 00.0% | Unchanged |
| CX Institutional | 2,455 | $432.0K | 0.04% | +49+2.0% | Added |
| Greenwich Wealth Management LLC | 2,464 | $433.0K | 0.04% | +1,153+87.9% | Added |
| Private Management Group Inc | 2,482 | $436.0K | 0.02% | −82−3.2% | Reduced |
| Rollins Financial | 2,481 | $436.0K | 0.16% | +2,481 | New |
| Financial Advisors, LLC | 2,485 | $437.0K | 0.15% | −38−1.5% | Reduced |