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; 2,948 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 | 2,948 | $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 |
|---|---|---|---|---|---|
| Covenant Multifamily Offices, LLC | 2,950 | $519.0K | 0.09% | +1,429+94.0% | Added |
| Atlas Private Wealth Advisors | 2,960 | $520.0K | 0.28% | +375+14.5% | Added |
| Stonebridge Financial Planning Group, LLC | 2,818 | $520.0K | 0.28% | +1,609+133.1% | Added |
| Gillespie Robinson & Grimm Inc | 2,965 | $521.0K | 0.04% | −50−1.7% | Reduced |
| Peconic Partners LLC | 2,970 | $522.0K | 0.05% | +805+37.2% | Added |
| Wescott Financial Advisory Group, LLC | 2,919 | $523.0K | 0.31% | −415−12.4% | Reduced |
| Private Capital Group, LLC | 2,988 | $525.0K | 0.12% | −67−2.2% | Reduced |
| Schwab Charitable Fund | 3,000 | $527.0K | 0.06% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,006 | $528.0K | 0.10% | +52+1.8% | Added |
| Marathon Capital Management | 3,008 | $528.0K | 0.12% | +83+2.8% | Added |
| Magnus Financial Group LLC | 3,001 | $528.0K | 0.12% | +86+3.0% | Added |
| HM Capital Management, LLC | 3,002 | $528.0K | 0.23% | +96+3.3% | Added |
| Cable Hill Partners, LLC | 3,003 | $528.0K | 0.13% | +1,823+154.5% | Added |
| Deltec Asset Management LLC | 3,008 | $529.0K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 3,017 | $530.0K | 0.33% | −52−1.7% | Reduced |
| Callan Capital, LLC | 3,022 | $531.0K | 0.09% | −790−20.7% | Reduced |
| EPIQ Capital Group, LLC | 3,025 | $532.0K | 0.06% | +14+0.5% | Added |
| UMA Financial Services, Inc. | 3,052 | $534.0K | 0.15% | +444+17.0% | Added |
| One Charles Private Wealth Services, LLC | 3,036 | $534.0K | 0.36% | +3,036 | New |
| Ategra Capital Management, LLC | 3,039 | $534.2K | 0.27% | +50+1.7% | Added |
| Mountain Pacific Investment Advisers Inc | 3,054 | $537.0K | 0.03% | −600−16.4% | Reduced |
| McAdam, LLC | 3,009 | $537.0K | 0.06% | +346+13.0% | Added |
| Eclectic Associates Inc | 3,060 | $538.0K | 0.40% | −53−1.7% | Reduced |
| REDW Wealth LLC | 3,065 | $539.0K | 0.17% | +111+3.8% | Added |
| Meritage Portfolio Management | 3,073 | $540.0K | 0.03% | −28−0.9% | Reduced |
| AXS Investments LLC | 3,081 | $542.0K | 0.17% | +564+22.4% | Added |
| Lantz Financial LLC | 3,099 | $545.0K | 0.28% | −81−2.5% | Reduced |
| Sloy Dahl & Holst, LLC | 3,106 | $545.0K | 0.07% | +101+3.4% | Added |
| Capital Counsel LLC | 3,116 | $548.0K | 0.03% | −800−20.4% | Reduced |
| Sage Private Wealth Group, LLC | 3,118 | $548.0K | 0.74% | 00.0% | Unchanged |
| Fusion Capital, LLC | 3,123 | $549.0K | 0.33% | −30−1.0% | Reduced |
| Bellevue Asset Management, LLC | 3,149 | $553.0K | 0.34% | −92−2.8% | Reduced |
| Capital CS Group, LLC | 3,156 | $555.0K | 0.45% | −42−1.3% | Reduced |
| Karn, Couzens & Associates, Inc. | 3,175 | $558.0K | 0.43% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 3,175 | $558.0K | 0.42% | +334+11.8% | Added |
| Uncommon Cents Investing LLC | 3,183 | $559.0K | 0.22% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 3,179 | $559.0K | 0.07% | +94+3.0% | Added |
| Traynor Capital Management, Inc. | 3,177 | $562.0K | 0.08% | −90−2.8% | Reduced |
| Rede Wealth, LLC | 3,199 | $562.0K | 0.30% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 3,215 | $565.0K | 0.10% | −25−0.8% | Reduced |
| Southland Equity Partners LLC | 3,217 | $565.5K | 0.27% | −71−2.2% | Reduced |
| ETF Managers Group, LLC | 3,256 | $566.0K | 0.01% | −7,818−70.6% | Reduced |
| Wolff Wiese Magana LLC | 3,219 | $566.0K | 0.40% | −398−11.0% | Reduced |
| Planning Directions Inc | 3,218 | $566.0K | 0.41% | +147+4.8% | Added |
| John G Ullman & Associates Inc | 3,251 | $571.0K | 0.07% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,260 | $573.0K | 0.26% | −2,521−43.6% | Reduced |
| swisspartners Ltd. | 3,265 | $574.0K | 0.41% | −587−15.2% | Reduced |
| Merriman Wealth Management, LLC | 3,268 | $574.0K | 0.05% | +136+4.3% | Added |
| Asset Management Corp | 3,277 | $576.0K | 0.37% | +750+29.7% | Added |
| One Capital Management, LLC | 3,280 | $576.0K | 0.05% | +3,280 | New |
| Accurate Wealth Management, LLC | 3,279 | $576.0K | 0.51% | +3,279 | New |
| Brookmont Capital Management | 3,285 | $577.0K | 0.35% | −66−2.0% | Reduced |
| Covenant Partners, LLC | 3,283 | $577.0K | 0.22% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 3,290 | $578.0K | 0.30% | −2,300−41.1% | Reduced |
| Sovereign Financial Group, Inc. | 3,137 | $579.0K | 0.35% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 3,301 | $580.0K | 0.36% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 3,300 | $580.0K | 0.16% | +55+1.7% | Added |
| Summit Global Investments | 3,312 | $582.0K | 0.03% | −214−6.1% | Reduced |
| Encompass Wealth Advisors, LLC | 3,320 | $583.0K | 0.14% | 00.0% | Unchanged |
| Hudock, Inc. | 3,335 | $586.0K | 0.17% | +280+9.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,349 | $588.0K | 0.04% | −137−3.9% | Reduced |
| Howe & Rusling Inc | 3,345 | $588.0K | 0.07% | −19−0.6% | Reduced |
| Round Table Services, LLC | 3,346 | $588.0K | 0.13% | +383+12.9% | Added |
| Clarus Group, Inc. | 3,352 | $593.0K | 0.44% | +500+17.5% | Added |
| Symphony Financial, Ltd. Co. | 3,397 | $595.0K | 0.20% | −1,355−28.5% | Reduced |
| CFO4Life Group, LLC | 3,385 | $595.0K | 0.14% | +62+1.9% | Added |
| Fountainhead AM, LLC | 3,224 | $595.0K | 0.32% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,395 | $597.0K | 0.31% | +75+2.3% | Added |
| Birch Run Capital Advisors, LP | 3,400 | $598.0K | 0.50% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,416 | $600.0K | 0.02% | +69+2.1% | Added |
| Northwest Capital Management Inc | 3,416 | $601.0K | 0.34% | +818+31.5% | Added |
| SPC Financial, Inc. | 3,433 | $603.0K | 0.07% | −72−2.1% | Reduced |
| Regis Management CO LLC | 3,439 | $604.0K | 0.10% | −375−9.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 3,435 | $604.0K | 0.34% | −98−2.8% | Reduced |
| Austin Private Wealth, LLC | 3,444 | $605.0K | 0.14% | +214+6.6% | Added |
| Cozad Asset Management Inc | 3,455 | $607.0K | 0.10% | −455−11.6% | Reduced |
| CNB Bank | 3,455 | $607.0K | 0.38% | −54−1.5% | Reduced |
| Advisory Resource Group | 3,464 | $609.0K | 0.24% | +8+0.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,464 | $609.0K | 0.17% | +264+8.3% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,486 | $613.0K | 0.23% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,494 | $614.1K | 0.06% | +3,494 | New |
| O'Neil Global Advisors, Inc. | 3,500 | $615.0K | 0.19% | −900−20.5% | Reduced |
| HFR Wealth Management, LLC | 3,500 | $615.0K | 0.19% | +3,500 | New |
| Madden Securities Corp | 3,510 | $617.0K | 0.32% | −584−14.3% | Reduced |
| Accel Wealth Management | 3,517 | $618.0K | 0.41% | +186+5.6% | Added |
| Simon Quick Advisors, LLC | 3,522 | $619.0K | 0.16% | +89+2.6% | Added |
| First City Capital Management, Inc. | 3,454 | $619.0K | 0.34% | −52−1.5% | Reduced |
| Beech Hill Advisors, Inc. | 3,525 | $620.0K | 0.25% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 3,527 | $620.0K | 0.11% | +3,527 | New |
| Mosaic Advisors LLC | 3,531 | $621.0K | 0.40% | +116+3.4% | Added |
| Community Bank of Raymore | 3,535 | $622.0K | 0.20% | −3−0.1% | Reduced |
| Teza Capital Management LLC | 3,544 | $623.0K | 0.10% | −2,997−45.8% | Reduced |
| Garrett Investment Advisors LLC | 3,542 | $623.0K | 0.20% | +389+12.3% | Added |
| Centerpoint Advisors, LLC | 3,542 | $623.0K | 0.29% | +1,699+92.2% | Added |
| Maven Securities LTD | 3,542 | $623.0K | 0.07% | +1,860+110.6% | Added |
| Riverbridge Partners LLC | 3,560 | $626.0K | 0.01% | −14−0.4% | Reduced |
| Flaharty Asset Management, LLC | 3,568 | $627.0K | 0.13% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 3,565 | $627.0K | 0.09% | +30+0.8% | Added |
| Wealth Dimensions Group, Ltd. | 3,575 | $628.0K | 0.43% | +125+3.6% | Added |
| Prentiss Smith & Co Inc | 3,585 | $630.0K | 0.30% | 00.0% | Unchanged |