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 |
|---|---|---|---|---|---|
| Quad-Cities Investment Group, LLC | 2,489 | $437.0K | 0.30% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 2,487 | $437.0K | 0.16% | +233+10.3% | Added |
| Security Asset Management | 2,491 | $438.0K | 0.17% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,494 | $438.0K | 0.07% | +266+11.9% | Added |
| Miramar Capital, LLC | 2,497 | $441.0K | 0.18% | −25−1.0% | Reduced |
| First National Bank Sioux Falls | 2,514 | $441.0K | 0.67% | 00.0% | Unchanged |
| Karpus Management, Inc. | 2,515 | $442.0K | 0.01% | −2,272−47.5% | Reduced |
| PFG Private Wealth Management, LLC | 2,514 | $442.0K | 0.29% | +14+0.6% | Added |
| Fred Alger Management, LLC | 2,520 | $443.0K | 0.00% | −169,461−98.5% | Reduced |
| Future Financial Wealth Managment LLC | 2,519 | $443.0K | 0.46% | +50+2.0% | Added |
| FSB Premier Wealth Management, Inc. | 2,537 | $445.0K | 0.23% | +49+2.0% | Added |
| Sage Rhino Capital LLC | 2,534 | $445.0K | 0.13% | +340+15.5% | Added |
| Domani Wealth, LLC | 2,532 | $445.0K | 0.09% | +417+19.7% | Added |
| Skba Capital Management LLC | 2,540 | $446.0K | 0.09% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 2,535 | $446.0K | 0.16% | +160+6.7% | Added |
| Arcus Capital Partners, LLC | 2,544 | $447.0K | 0.21% | −13−0.5% | Reduced |
| Column Capital Advisors, LLC | 2,550 | $448.0K | 0.09% | +230+9.9% | Added |
| Tranquility Partners, LLC | 2,566 | $451.0K | 0.25% | +66+2.6% | Added |
| PYA Waltman Capital, LLC | 2,573 | $452.0K | 0.24% | +323+14.4% | Added |
| PSI Advisors, LLC | 2,577 | $453.0K | 0.24% | +107+4.3% | Added |
| Peregrine Asset Advisers, Inc. | 2,584 | $454.0K | 0.21% | +109+4.4% | Added |
| StrongBox Wealth, LLC | 2,596 | $456.0K | 0.26% | +660+34.1% | Added |
| Aft, Forsyth & Company, Inc. | 2,599 | $457.0K | 0.24% | −3,000−53.6% | Reduced |
| Edgewood Management LLC | 2,600 | $457.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,602 | $457.0K | 0.32% | +200+8.3% | Added |
| Vista Wealth Management Group, LLC | 2,599 | $457.0K | 0.11% | +307+13.4% | Added |
| Principal Street Partners, LLC | 2,606 | $458.0K | 0.12% | −1,830−41.3% | Reduced |
| Peavine Capital, LLC | 2,605 | $458.0K | 0.09% | 00.0% | Unchanged |
| Newman & Schimel, LLC | 2,607 | $458.0K | 0.29% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,603 | $458.0K | 0.27% | +78+3.1% | Added |
| Bontempo Ohly Capital Mgmt LLC | 2,610 | $459.0K | 0.25% | −130−4.7% | Reduced |
| Pinnacle Family Advisors, LLC | 2,611 | $459.0K | 0.20% | +77+3.0% | Added |
| Aaron Wealth Advisors | 2,613 | $459.0K | 0.15% | +156+6.3% | Added |
| E&G Advisors, LP | 0 | $459.0K | 0.12% | −2,041−100.0% | Reduced |
| Ami Asset Management Corp | 2,618 | $460.0K | 0.02% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,620 | $460.0K | 0.09% | +53+2.1% | Added |
| LifePro Asset Management | 2,620 | $461.0K | 0.14% | +13+0.5% | Added |
| Garde Capital, Inc. | 2,622 | $461.0K | 0.05% | +1,149+78.0% | Added |
| TimesSquare Capital Management, LLC | 2,625 | $461.0K | 0.00% | +2,625 | New |
| Te Ahumairangi Investment Management Ltd | 2,629 | $462.0K | 0.06% | −1,200−31.3% | Reduced |
| Parkside Advisors LLC | 2,629 | $462.0K | 0.15% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 2,626 | $462.0K | 0.26% | +239+10.0% | Added |
| RDA Financial Network | 2,640 | $464.0K | 0.20% | −169−6.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,640 | $464.0K | 0.03% | −47−1.7% | Reduced |
| Charles Schwab Trust Co | 2,640 | $464.0K | 0.09% | +427+19.3% | Added |
| Summit Asset Management, LLC | 2,657 | $467.0K | 0.15% | +214+8.8% | Added |
| Hurlow Wealth Management Group, Inc. | 2,664 | $468.0K | 0.31% | −118−4.2% | Reduced |
| Towerpoint Wealth, LLC | 2,664 | $468.0K | 0.23% | +30+1.1% | Added |
| Well Done, LLC | 2,671 | $469.0K | 0.10% | 00.0% | Unchanged |
| Matisse Capital | 2,670 | $469.0K | 0.15% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,672 | $469.6K | 0.08% | −49−1.8% | Reduced |
| Dividend Assets Capital, LLC | 2,680 | $471.0K | 0.09% | −100−3.6% | Reduced |
| Rock Creek Group, LP | 2,696 | $474.0K | 0.07% | +1,730+179.1% | Added |
| Clearwater Capital Advisors, LLC | 2,704 | $475.0K | 0.06% | +69+2.6% | Added |
| Eldridge Investment Advisors, Inc. | 2,702 | $475.0K | 0.17% | +118+4.6% | Added |
| Coho Partners, Ltd. | 2,707 | $476.0K | 0.01% | −10−0.4% | Reduced |
| Selective Wealth Management, Inc. | 2,711 | $476.0K | 0.38% | +2,401+774.5% | Added |
| Quest Capital Management Inc | 2,725 | $479.0K | 0.10% | +309+12.8% | Added |
| Iron Financial, LLC | 2,729 | $480.0K | 0.22% | −87−3.1% | Reduced |
| Navellier & Associates Inc | 2,728 | $480.0K | 0.07% | +100+3.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,736 | $481.0K | 0.23% | −486−15.1% | Reduced |
| Peoples Bank | 2,755 | $484.0K | 0.25% | −175−6.0% | Reduced |
| Progressive Investment Management Corp | 2,757 | $485.0K | 0.15% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,764 | $486.0K | 0.13% | +45+1.7% | Added |
| Latitude Advisors, LLC | 2,772 | $487.0K | 0.36% | +159+6.1% | Added |
| Advisory Research Inc | 2,777 | $488.0K | 0.03% | −1,900−40.6% | Reduced |
| Avondale Wealth Management | 2,776 | $488.0K | 0.46% | +2,200+381.9% | Added |
| Cordasco Financial Network | 2,784 | $489.0K | 0.34% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,792 | $491.0K | 0.12% | −85−3.0% | Reduced |
| Benjamin Edwards Inc | 2,794 | $491.0K | 0.34% | +205+7.9% | Added |
| McDaniel Terry & Co | 2,802 | $493.0K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,679 | $493.0K | 0.01% | +157+6.2% | Added |
| Riverpoint Wealth Management Holdings, LLC | 2,812 | $494.0K | 0.14% | +641+29.5% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 2,820 | $495.0K | 0.20% | −6,970−71.2% | Reduced |
| Wrapmanager Inc | 2,817 | $495.0K | 0.13% | +102+3.8% | Added |
| Ninepoint Partners LP | 2,815 | $495.0K | 0.22% | +2,815 | New |
| Perritt Capital Management Inc | 2,820 | $496.0K | 0.26% | +200+7.6% | Added |
| Firethorn Wealth Partners, LLC | 2,825 | $496.0K | 0.41% | +328+13.1% | Added |
| Personal Cfo Solutions, LLC | 2,825 | $497.0K | 0.10% | +132+4.9% | Added |
| JT Stratford LLC | 2,830 | $497.0K | 0.16% | +2,830 | New |
| JTC Employer Solutions Trusteee Ltd | 2,826 | $497.0K | 0.07% | +2,826 | New |
| SageGuard Financial Group, LLC | 2,831 | $498.0K | 0.23% | −150−5.0% | Reduced |
| Conway Capital Management, Inc. | 2,834 | $498.1K | 0.34% | +20+0.7% | Added |
| SignalPoint Asset Management, LLC | 2,840 | $499.0K | 0.16% | +154+5.7% | Added |
| Prentice Wealth Management LLC | 2,837 | $499.0K | 0.26% | +696+32.5% | Added |
| Apella Capital, LLC | 2,844 | $500.0K | 0.08% | +213+8.1% | Added |
| Rock Point Advisors, LLC | 2,857 | $502.0K | 0.14% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,856 | $502.0K | 0.05% | +99+3.6% | Added |
| McIlrath & Eck, LLC | 2,859 | $503.0K | 0.15% | +175+6.5% | Added |
| Gryphon Financial Partners LLC | 3,352 | $504.0K | 0.12% | +277+9.0% | Added |
| Corundum Group, Inc. | 2,868 | $504.0K | 0.33% | +187+7.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,874 | $505.0K | 0.20% | +210+7.9% | Added |
| East Coast Asset Management, LLC. | 2,890 | $508.0K | 0.12% | −200−6.5% | Reduced |
| Titus Wealth Management | 2,903 | $510.0K | 0.28% | −49−1.7% | Reduced |
| Rockbridge Investment Management, LCC | 2,901 | $510.0K | 0.09% | −4−0.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,899 | $510.0K | 0.14% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 2,914 | $512.0K | 0.04% | −178−5.8% | Reduced |
| Biltmore Wealth Management, LLC | 2,919 | $513.0K | 0.21% | +130+4.7% | Added |
| Krane Funds Advisors LLC | 2,940 | $517.0K | 0.02% | +2,940 | New |
| Fort Point Capital Partners LLC | 2,948 | $518.0K | 0.10% | +100+3.5% | Added |