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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 3,585 | $630.0K | 0.29% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,603 | $633.0K | 0.35% | −270−7.0% | Reduced |
| Lavaca Capital LLC | 3,599 | $633.0K | 0.33% | +229+6.8% | Added |
| San Francisco Sentry Investment Group (Ca) | 3,604 | $634.0K | 0.33% | −385−9.7% | Reduced |
| Probity Advisors, Inc. | 3,608 | $634.0K | 0.13% | +51+1.4% | Added |
| Copperwynd Financial, LLC | 3,613 | $635.0K | 0.27% | +46+1.3% | Added |
| Hayden Royal, LLC | 3,633 | $639.0K | 0.35% | −1,082−22.9% | Reduced |
| Osterweis Capital Management Inc | 3,645 | $641.0K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,662 | $643.0K | 0.29% | −987−21.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,656 | $643.0K | 0.31% | −138−3.6% | Reduced |
| Peninsula Asset Management Inc | 3,675 | $646.0K | 0.34% | +100+2.8% | Added |
| Boyd Watterson Asset Management LLC | 3,679 | $647.0K | 0.26% | −928−20.1% | Reduced |
| Magnolia Capital Advisors LLC | 3,697 | $650.0K | 0.29% | +94+2.6% | Added |
| Castle Rock Wealth Management, LLC | 3,672 | $651.0K | 0.24% | −2,679−42.2% | Reduced |
| New Jersey Better Educational Savings Trust | 3,706 | $651.0K | 1.30% | 00.0% | Unchanged |
| Bingham Osborn & Scarborough LLC | 3,705 | $651.0K | 0.05% | +528+16.6% | Added |
| First Bank & Trust | 3,723 | $655.0K | 0.32% | −4−0.1% | Reduced |
| Tradition Wealth Management, LLC | 3,725 | $655.0K | 0.10% | +126+3.5% | Added |
| Centiva Capital, LP | 3,728 | $655.0K | 0.05% | +3,728 | New |
| Camden National Bank | 3,734 | $656.0K | 0.12% | −414−10.0% | Reduced |
| Carolinas Wealth Consulting LLC | 3,735 | $656.0K | 0.14% | −338−8.3% | Reduced |
| Ackerman Capital Advisors, LLC | 3,751 | $659.0K | 0.15% | −467−11.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,751 | $659.0K | 0.15% | +653+21.1% | Added |
| Fortress Wealth Group, LLC | 3,750 | $659.0K | 0.59% | +3,750 | New |
| Keudell/Morrison Wealth Management | 3,757 | $660.0K | 0.36% | −97−2.5% | Reduced |
| Portland Global Advisors LLC | 3,754 | $660.0K | 0.13% | −78−2.0% | Reduced |
| Optas, LLC | 3,757 | $661.0K | 0.19% | +122+3.4% | Added |
| Canvas Wealth Advisors, LLC | 3,763 | $661.0K | 0.30% | +556+17.3% | Added |
| Harbor Advisory Corp | 3,776 | $664.0K | 0.30% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 3,782 | $665.0K | 0.09% | +200+5.6% | Added |
| Winfield Associates, Inc. | 3,795 | $667.0K | 0.25% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,799 | $668.0K | 0.23% | +72+1.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,800 | $668.0K | 0.03% | +3,800 | New |
| Profit Investment Management, LLC | 3,803 | $669.0K | 0.35% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 3,839 | $674.0K | 0.30% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 3,836 | $674.0K | 0.09% | +247+6.9% | Added |
| HHM Wealth Advisors, LLC | 3,833 | $674.0K | 0.18% | +403+11.7% | Added |
| Tru Independence Asset Management 2, LLC | 3,843 | $675.0K | 0.46% | −2,243−36.9% | Reduced |
| Wealth Management Associates, Inc. | 3,842 | $675.3K | 0.38% | −9−0.2% | Reduced |
| Aurora Private Wealth, Inc. | 3,844 | $676.0K | 0.27% | −139−3.5% | Reduced |
| WealthBridge Capital Management, LLC | 3,845 | $676.0K | 0.25% | +6+0.2% | Added |
| Cornerstone Wealth Group, LLC | 3,920 | $678.0K | 0.14% | −31−0.8% | Reduced |
| TFC Financial Management | 3,860 | $679.0K | 0.23% | +6+0.2% | Added |
| Amica Retiree Medical Trust | 3,873 | $681.0K | 0.43% | −834−17.7% | Reduced |
| Cordant, Inc. | 3,881 | $682.0K | 0.43% | −3,850−49.8% | Reduced |
| Mint Tower Capital Management B.V. | 3,878 | $682.0K | 0.07% | +2,940+313.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,886 | $683.0K | 0.18% | +122+3.2% | Added |
| Palisade Asset Management, LLC | 3,892 | $684.0K | 0.08% | 00.0% | Unchanged |
| Burleson & Company, LLC | 3,896 | $685.0K | 0.10% | −353−8.3% | Reduced |
| Mosaic Family Wealth, LLC | 3,899 | $685.0K | 0.20% | −46−1.2% | Reduced |
| Monticello Wealth Management, LLC | 3,898 | $685.0K | 0.07% | +40+1.0% | Added |
| Legacy Financial Advisors, Inc. | 3,895 | $685.0K | 0.17% | +50+1.3% | Added |
| Private Ocean, LLC | 3,909 | $687.0K | 0.09% | +95+2.5% | Added |
| Sargent Investment Group, LLC | 3,910 | $687.0K | 0.16% | +112+2.9% | Added |
| Relyea Zuckerberg Hanson LLC | 3,909 | $687.0K | 0.28% | +251+6.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,912 | $688.0K | 0.21% | 00.0% | Unchanged |
| Ironwood Financial, llc | 3,927 | $690.0K | 0.21% | +10.0% | Added |
| Renaissance Investment Group LLC | 3,938 | $692.0K | 0.18% | −1,168−22.9% | Reduced |
| Sunbelt Securities, Inc. | 3,857 | $692.0K | 0.12% | −207−5.1% | Reduced |
| Financial Partners Group, Inc | 3,938 | $692.0K | 0.18% | +45+1.2% | Added |
| BCS Wealth Management | 3,943 | $693.0K | 0.37% | +525+15.4% | Added |
| Venturi Wealth Management, LLC | 3,963 | $697.0K | 0.06% | −661−14.3% | Reduced |
| N.E.W. Advisory Services LLC | 3,944 | $698.0K | 0.12% | +72+1.9% | Added |
| Sutton Wealth Advisors Inc. | 3,973 | $698.3K | 0.26% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,978 | $699.0K | 0.18% | 00.0% | Unchanged |
| HNP Capital LLC | 3,978 | $699.0K | 0.18% | 00.0% | Unchanged |
| McRae Capital Management Inc | 3,995 | $702.0K | 0.16% | −50−1.2% | Reduced |
| Acorn Financial Advisory Services Inc | 3,990 | $702.0K | 0.21% | +417+11.7% | Added |
| Professional Advisory Services Inc | 4,000 | $703.0K | 0.10% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,008 | $705.0K | 0.09% | +725+22.1% | Added |
| Greenhouse Wealth Management, LLC | 4,015 | $706.0K | 0.66% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 3,996 | $708.0K | 0.37% | −434−9.8% | Reduced |
| Warren Averett Asset Management, LLC | 3,911 | $708.0K | 0.07% | −29−0.7% | Reduced |
| Vanguard Capital Wealth Advisors | 4,038 | $709.0K | 0.54% | −174−4.1% | Reduced |
| Weld Capital Management LLC | 4,045 | $711.0K | 0.72% | −5,850−59.1% | Reduced |
| McGuire Investment Group, LLC | 4,044 | $711.0K | 0.13% | +487+13.7% | Added |
| Campbell Capital Management Inc | 4,045 | $711.0K | 0.32% | +2,500+161.8% | Added |
| Bickling Financial Services, Inc. | 4,058 | $713.0K | 0.32% | +1,120+38.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,083 | $718.0K | 0.43% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4,089 | $719.0K | 0.39% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,113 | $723.0K | 0.40% | +277+7.2% | Added |
| Manchester Financial Inc | 4,113 | $723.0K | 0.29% | +336+8.9% | Added |
| 55I, LLC | 4,115 | $723.0K | 0.03% | +1,151+38.8% | Added |
| Sage Mountain Advisors LLC | 4,121 | $724.0K | 0.12% | +2,322+129.1% | Added |
| Affinity Capital Advisors, LLC | 4,124 | $725.0K | 0.25% | +269+7.0% | Added |
| Convergence Investment Partners, LLC | 4,134 | $727.0K | 0.31% | −195−4.5% | Reduced |
| MBA Advisors LLC | 4,137 | $727.0K | 0.54% | +32+0.8% | Added |
| Cooper/Haims Advisors, LLC | 4,141 | $728.0K | 0.48% | −502−10.8% | Reduced |
| Crescent Capital Consulting, LLC | 4,145 | $729.0K | 0.14% | −27−0.6% | Reduced |
| Dash Acquisitions Inc. | 4,154 | $730.0K | 0.42% | +293+7.6% | Added |
| American State Bank (Iowa) | 4,160 | $731.2K | 0.57% | +90+2.2% | Added |
| Signature Wealth Management Partners, LLC | 4,162 | $732.0K | 0.66% | −721−14.8% | Reduced |
| Ssi Investment Management LLC | 4,169 | $733.0K | 0.05% | −15−0.4% | Reduced |
| Novak Financial Planning, LLC | 4,176 | $734.0K | 0.36% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,174 | $734.0K | 0.33% | +164+4.1% | Added |
| SkyOak Wealth, LLC | 4,183 | $735.0K | 0.20% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 4,187 | $736.0K | 0.12% | +562+15.5% | Added |
| Redwood Investment Management, LLC | 4,187 | $736.0K | 0.12% | +774+22.7% | Added |
| Derby & Company, Inc | 4,195 | $737.0K | 0.15% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 4,194 | $737.0K | 0.00% | +2,331+125.1% | Added |