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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 4,203 | $739.0K | 0.09% | −28−0.7% | Reduced |
| Apexium Financial, LP | 4,218 | $741.0K | 0.46% | +775+22.5% | Added |
| Source Financial Advisors LLC | 4,223 | $742.0K | 0.19% | +35+0.8% | Added |
| Allen Investment Management LLC | 4,225 | $743.0K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 4,250 | $747.0K | 0.36% | −40−0.9% | Reduced |
| Heron Bay Capital Management | 4,294 | $755.0K | 0.42% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 4,303 | $756.0K | 0.30% | 00.0% | Unchanged |
| Bruni J V & Co | 4,308 | $757.0K | 0.10% | −38,898−90.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,309 | $757.0K | 0.17% | +855+24.8% | Added |
| Tacita Capital Inc | 4,310 | $758.0K | 0.46% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 4,320 | $759.0K | 0.24% | +294+7.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,334 | $762.0K | 0.49% | +59+1.4% | Added |
| First Citizens Financial Corp | 4,342 | $763.0K | 0.58% | −50−1.1% | Reduced |
| First Pacific Advisors, LP | 4,340 | $763.0K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,340 | $763.0K | 0.01% | +2,347+117.8% | Added |
| Reik & Co., LLC | 4,353 | $765.0K | 0.20% | +2,595+147.6% | Added |
| Clean Yield Group | 4,359 | $766.0K | 0.28% | 00.0% | Unchanged |
| MJP Associates Inc | 4,365 | $767.0K | 0.26% | +32+0.7% | Added |
| Formuepleje A/S | 4,378 | $769.5K | 0.03% | −564−11.4% | Reduced |
| Caxton Corp | 4,400 | $773.0K | 0.53% | +1,856+73.0% | Added |
| Marotta Asset Management | 4,369 | $774.4K | 0.19% | +150+3.6% | Added |
| Islay Capital Management, LLC | 4,409 | $775.0K | 0.63% | −283−6.0% | Reduced |
| Northside Capital Management, LLC | 4,412 | $775.0K | 0.19% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 4,379 | $776.0K | 0.46% | −2,780−38.8% | Reduced |
| Aufman Associates Inc | 4,433 | $779.0K | 0.60% | −367−7.6% | Reduced |
| Triton Wealth Management, PLLC | 4,231 | $780.0K | 0.45% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 4,442 | $781.0K | 0.13% | −82−1.8% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 4,457 | $783.0K | 0.49% | +100+2.3% | Added |
| Wealth Architects, LLC | 4,460 | $784.0K | 0.15% | +60+1.4% | Added |
| Centric Wealth Management | 4,484 | $788.0K | 0.27% | +829+22.7% | Added |
| Creative Financial Designs Inc | 4,490 | $789.0K | 0.14% | +64+1.4% | Added |
| Youngs Advisory Group, Inc. | 4,492 | $790.0K | 0.84% | −69−1.5% | Reduced |
| Quantbot Technologies LP | 4,502 | $791.0K | 0.06% | −39,154−89.7% | Reduced |
| Hall Kathryn A. | 4,504 | $792.0K | 0.25% | 00.0% | Unchanged |
| S. R. Schill & Associates | 4,511 | $793.0K | 0.31% | −565−11.1% | Reduced |
| Diversified, LLC | 4,513 | $793.0K | 0.44% | +101+2.3% | Added |
| Hixon Zuercher, LLC | 4,518 | $794.0K | 0.48% | +6+0.1% | Added |
| F/M Investments LLC | 4,544 | $796.0K | 0.63% | +120+2.7% | Added |
| Corrigan Financial, Inc. | 4,533 | $796.8K | 0.24% | +28+0.6% | Added |
| MEMBERS Trust Co | 4,535 | $797.0K | 0.03% | −26−0.6% | Reduced |
| Segment Wealth Management, LLC | 4,556 | $801.0K | 0.10% | +64+1.4% | Added |
| Burt Wealth Advisors | 4,561 | $802.0K | 0.29% | −43−0.9% | Reduced |
| HMS Capital Management, LLC | 4,579 | $805.0K | 0.36% | +22+0.5% | Added |
| Wealth Advisors of Iowa, LLC | 4,581 | $805.0K | 0.42% | +157+3.5% | Added |
| MPS Loria Financial Planners, LLC | 4,605 | $809.0K | 0.37% | 00.0% | Unchanged |
| Mathes Company, Inc. | 4,650 | $817.0K | 0.29% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 4,655 | $818.0K | 0.19% | −225−4.6% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 4,657 | $819.0K | 0.09% | 00.0% | Unchanged |
| Balentine LLC | 4,658 | $819.0K | 0.03% | +591+14.5% | Added |
| SP Asset Management | 4,575 | $821.0K | 0.09% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4,669 | $821.0K | 0.36% | +4,669 | New |
| Cornerstone National Bank & Trust Co | 4,674 | $821.5K | 0.36% | +289+6.6% | Added |
| Morris Retirement Advisors, LLC | 4,696 | $825.0K | 0.71% | −329−6.5% | Reduced |
| High Pointe Capital Management LLC | 4,705 | $827.0K | 0.65% | 00.0% | Unchanged |
| South Street Advisors LLC | 4,710 | $828.0K | 0.15% | +4,710 | New |
| Gould Asset Management LLC | 4,715 | $829.0K | 0.24% | +325+7.4% | Added |
| Colonial River Wealth Management, LLC | 4,723 | $830.0K | 0.59% | +43+0.9% | Added |
| Insight Advisors, LLC | 4,736 | $831.0K | 0.26% | −263−5.3% | Reduced |
| Retirement Income Solutions, Inc | 4,730 | $831.0K | 0.28% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 4,729 | $831.0K | 0.31% | +362+8.3% | Added |
| Affiance Financial, LLC | 4,744 | $834.0K | 0.35% | +908+23.7% | Added |
| Monetary Management Group Inc | 4,750 | $835.0K | 0.25% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,752 | $835.3K | 0.26% | +367+8.4% | Added |
| Tectonic Advisors LLC | 4,758 | $836.0K | 0.17% | −1,658−25.8% | Reduced |
| Valmark Advisers, Inc. | 4,756 | $836.0K | 0.02% | +36+0.8% | Added |
| Curated Wealth Partners LLC | 4,760 | $837.0K | 0.46% | +804+20.3% | Added |
| Northwest Wealth Management, LLC | 4,768 | $838.0K | 0.44% | +770+19.3% | Added |
| Pacific Center for Financial Services | 4,774 | $839.0K | 0.37% | +23+0.5% | Added |
| Thrive Capital Management, LLC | 4,785 | $841.0K | 0.65% | +1,430+42.6% | Added |
| Prelude Capital Management, LLC | 4,823 | $848.0K | 0.05% | −24,116−83.3% | Reduced |
| Poehling Capital Management, LLC | 4,822 | $848.0K | 0.27% | −6,365−56.9% | Reduced |
| Windsor Capital Management, LLC | 4,830 | $849.0K | 0.28% | −20−0.4% | Reduced |
| Wolverine Asset Management LLC | 4,840 | $850.0K | 0.01% | +4,840 | New |
| RiverFront Investment Group, LLC | 4,842 | $851.0K | 0.02% | +4,842 | New |
| Bennett Selby Investments LP | 4,845 | $852.0K | 0.58% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,860 | $854.0K | 0.28% | −3,345−40.8% | Reduced |
| Fosun International Ltd | 4,910 | $854.0K | 0.05% | −2,924−37.3% | Reduced |
| First National Bank of Hutchinson | 4,856 | $854.0K | 0.44% | −965−16.6% | Reduced |
| Parkside Financial Bank & Trust | 4,866 | $855.0K | 0.25% | −30−0.6% | Reduced |
| NuWave Investment Management, LLC | 4,883 | $858.0K | 0.95% | +1,007+26.0% | Added |
| Altus Wealth Group LLC | 4,887 | $859.0K | 0.84% | +449+10.1% | Added |
| Keystone Wealth Partners | 4,887 | $859.0K | 0.52% | +3,757+332.5% | Added |
| Bellecapital International Ltd. | 4,911 | $863.0K | 0.26% | +605+14.1% | Added |
| Cardan Capital Partners, LLC | 4,913 | $864.0K | 0.10% | −100−2.0% | Reduced |
| Neo Ivy Capital Management | 4,915 | $864.0K | 0.87% | +4,723+2,459.9% | Added |
| Brasada Capital Management, LP | 4,935 | $867.0K | 0.17% | −4,320−46.7% | Reduced |
| Gradient Capital Advisors, LLC | 4,934 | $867.0K | 0.41% | −25−0.5% | Reduced |
| Vivaldi Capital Management, LLC | 4,792 | $868.0K | 0.17% | −2,546−34.7% | Reduced |
| Beacon Financial Advisory LLC | 4,936 | $868.0K | 0.47% | +100+2.1% | Added |
| LGL Partners, LLC | 4,936 | $868.0K | 0.52% | +416+9.2% | Added |
| Birinyi Associates Inc | 4,950 | $870.0K | 0.30% | +150+3.1% | Added |
| Diversified Portfolios, Inc. | 4,952 | $870.0K | 0.33% | +261+5.6% | Added |
| Klingman & Associates, LLC | 4,960 | $872.0K | 0.08% | −26−0.5% | Reduced |
| PAX Financial Group, LLC | 4,959 | $872.0K | 0.22% | +495+11.1% | Added |
| Regent Peak Wealth Advisors LLC | 4,969 | $875.0K | 0.24% | −4−0.1% | Reduced |
| Auxano Advisors, LLC | 4,981 | $876.0K | 0.40% | +419+9.2% | Added |
| MONECO Advisors, LLC | 4,995 | $878.0K | 0.40% | +550+12.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,011 | $881.0K | 0.00% | +300+6.4% | Added |
| Sun Life Financial INC | 5,021 | $883.0K | 0.04% | −1,237−19.8% | Reduced |
| Ellis Investment Partners, LLC | 5,046 | $887.0K | 0.23% | −10.0% | Reduced |