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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Hoylecohen, LLC | 43,301 | $7.61M | 0.72% | +800+1.9% | Added |
| Penobscot Investment Management Company, Inc. | 43,156 | $7.58M | 1.12% | −858−1.9% | Reduced |
| Keeler Thomas Management LLC | 42,991 | $7.56M | 3.70% | +1,108+2.6% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 43,000 | $7.56M | 4.74% | +3,800+9.7% | Added |
| SeaTown Holdings Pte. Ltd. | 43,000 | $7.56M | 0.37% | −120,000−73.6% | Reduced |
| Atwater Malick LLC | 42,837 | $7.53M | 4.16% | +1,653+4.0% | Added |
| Prime Capital Investment Advisors, LLC | 42,762 | $7.52M | 0.44% | +9,480+28.5% | Added |
| Security National Trust Co | 42,670 | $7.50M | 1.67% | −1,250−2.8% | Reduced |
| Texas Yale Capital Corp. | 42,663 | $7.50M | 0.43% | +850+2.0% | Added |
| Alexandria Capital, LLC | 42,425 | $7.46M | 0.69% | +890+2.1% | Added |
| Dakota Wealth Management | 42,421 | $7.46M | 0.89% | −16,410−27.9% | Reduced |
| Perennial Advisors, LLC | 42,345 | $7.44M | 2.16% | +535+1.3% | Added |
| Ameritas Investment Company, LLC | 22,858 | $7.43M | 0.36% | −10,680−31.8% | Reduced |
| Birch Hill Investment Advisors LLC | 42,132 | $7.41M | 0.40% | +268+0.6% | Added |
| NJ State Employees Deferred Compensation Plan | 42,000 | $7.38M | 0.98% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 41,847 | $7.36M | 0.34% | −1,312−3.0% | Reduced |
| Rossmore Private Capital | 41,733 | $7.33M | 1.26% | −261−0.6% | Reduced |
| Pathstone Family Office, LLC | 41,438 | $7.28M | 0.22% | +14,717+55.1% | Added |
| Vontobel Swiss Wealth Advisors AG | 42,140 | $7.26M | 3.73% | +5,219+14.1% | Added |
| Evoke Wealth, LLC | 41,525 | $7.25M | 0.28% | +10,409+33.5% | Added |
| Farmers Trust Co | 41,124 | $7.23M | 1.60% | −353−0.9% | Reduced |
| Rice Partnership, LLC | 41,109 | $7.23M | 2.28% | +1,395+3.5% | Added |
| Marietta Wealth Management, LLC | 41,097 | $7.22M | 1.63% | +1,419+3.6% | Added |
| Lynch & Associates | 41,049 | $7.21M | 1.85% | −680−1.6% | Reduced |
| IHT Wealth Management, LLC | 41,016 | $7.21M | 0.46% | +4,746+13.1% | Added |
| Q Capital Solutions | 40,908 | $7.19M | 5.41% | +524+1.3% | Added |
| Koshinski Asset Management, Inc. | 40,797 | $7.17M | 0.90% | −4,295−9.5% | Reduced |
| Sonora Investment Management, LLC | 40,763 | $7.17M | 0.94% | +3,649+9.8% | Added |
| Canandaigua National Corp | 40,724 | $7.16M | 1.16% | −1,637−3.9% | Reduced |
| Broderick Brian C | 40,704 | $7.16M | 1.90% | +297+0.7% | Added |
| Means Investment Co., Inc. | 40,662 | $7.15M | 1.43% | +3,422+9.2% | Added |
| Buckingham Strategic Wealth, LLC | 40,621 | $7.14M | 0.17% | +6,757+20.0% | Added |
| Financial Advocates Investment Management | 40,560 | $7.13M | 0.50% | +40,560 | New |
| Searcy Financial Services Inc | 40,509 | $7.12M | 4.31% | −29−0.1% | Reduced |
| Hyman Charles D | 40,397 | $7.10M | 0.50% | −78−0.2% | Reduced |
| FRG Family Wealth Advisors LLC | 40,399 | $7.10M | 1.35% | +308+0.8% | Added |
| Kempner Capital Management Inc. | 40,355 | $7.09M | 4.02% | 00.0% | Unchanged |
| Madison Wealth Management | 40,327 | $7.09M | 1.56% | +899+2.3% | Added |
| Silvant Capital Management LLC | 40,320 | $7.09M | 1.12% | −866−2.1% | Reduced |
| Old Dominion Capital Management Inc | 40,320 | $7.09M | 1.51% | −199−0.5% | Reduced |
| Tamar Securities, LLC | 40,271 | $7.08M | 2.72% | +3,418+9.3% | Added |
| Legal Advantage Investments, Inc. | 40,227 | $7.07M | 4.84% | +4,800+13.5% | Added |
| Venture Visionary Partners LLC | 40,227 | $7.07M | 0.57% | −38,860−49.1% | Reduced |
| Broadleaf Partners, LLC | 40,212 | $7.07M | 2.46% | −1,130−2.7% | Reduced |
| German American Bancorp, Inc. | 40,129 | $7.05M | 1.11% | +1,873+4.9% | Added |
| Pennant Investors, LP | 40,000 | $7.03M | 1.78% | −70,000−63.6% | Reduced |
| WMS Partners, LLC | 39,908 | $7.01M | 1.04% | −48−0.1% | Reduced |
| Oak Harvest Investment Services | 39,710 | $6.98M | 2.30% | +1,357+3.5% | Added |
| Chapman Investment Management, LLC | 39,624 | $6.96M | 3.86% | +2,323+6.2% | Added |
| KMG Fiduciary Partners, LLC | 39,617 | $6.96M | 1.23% | +632+1.6% | Added |
| FAI Wealth Management | 39,552 | $6.95M | 5.94% | −1,000−2.5% | Reduced |
| ARS Wealth Advisors, LLC | 39,541 | $6.95M | 1.25% | −429−1.1% | Reduced |
| Wallington Asset Management, LLC | 39,479 | $6.94M | 1.19% | +1,659+4.4% | Added |
| Sepio Capital, LP | 39,458 | $6.94M | 0.58% | −1,364−3.3% | Reduced |
| RKL Wealth Management LLC | 39,175 | $6.89M | 0.87% | −509−1.3% | Reduced |
| CMH Wealth Management LLC | 39,121 | $6.88M | 2.30% | +3,202+8.9% | Added |
| Guardian Capital LP | 39,076 | $6.87M | 0.13% | +3,130+8.7% | Added |
| ACG Wealth | 38,935 | $6.84M | 0.87% | −2,115−5.2% | Reduced |
| Aigen Investment Management, LP | 38,765 | $6.81M | 1.19% | +34,483+805.3% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 38,702 | $6.80M | 2.26% | +126+0.3% | Added |
| Massmutual Trust Co FSB | 38,621 | $6.79M | 0.29% | +2,896+8.1% | Added |
| WoodTrust Financial Corp | 38,570 | $6.78M | 1.79% | +1,179+3.2% | Added |
| Jupiter Wealth Management LLC | 38,266 | $6.78M | 3.25% | +776+2.1% | Added |
| Crossvault Capital Management LLC | 38,507 | $6.78M | 2.07% | +2,485+6.9% | Added |
| Chartwell Investment Partners, LLC | 38,440 | $6.76M | 0.20% | +3,000+8.5% | Added |
| Sargent Bickham Lagudis LLC | 38,415 | $6.75M | 0.55% | +1,017+2.7% | Added |
| Mark Stevens | 38,403 | $6.75M | 0.75% | −2,857−6.9% | Reduced |
| Bank Hapoalim BM | 38,304 | $6.73M | 0.77% | +1,867+5.1% | Added |
| AMG National Trust Bank | 38,206 | $6.72M | 0.22% | −1,245−3.2% | Reduced |
| GWM Advisors LLC | 38,197 | $6.71M | 0.18% | +1,683+4.6% | Added |
| Taylor Wealth Management Partners | 38,181 | $6.71M | 2.37% | −168−0.4% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 38,008 | $6.68M | 1.97% | +917+2.5% | Added |
| Fulton Bank, N.A. | 38,000 | $6.68M | 0.31% | +387+1.0% | Added |
| Walter & Keenan Financial Consulting Co | 37,787 | $6.64M | 2.29% | −1,700−4.3% | Reduced |
| Mission Wealth Management, LP | 37,771 | $6.64M | 0.35% | +1,657+4.6% | Added |
| Resources Management Corp | 37,456 | $6.58M | 0.92% | +1,651+4.6% | Added |
| Laurel Wealth Advisors LLC | 37,396 | $6.57M | 1.46% | +2,406+6.9% | Added |
| Capitolis Advisors LLC | 37,344 | $6.56M | 0.08% | −22,596−37.7% | Reduced |
| Buckhead Capital Management LLC | 37,301 | $6.56M | 1.46% | −12,638−25.3% | Reduced |
| Westover Capital Advisors, LLC | 37,255 | $6.55M | 2.10% | −1,998−5.1% | Reduced |
| Roanoke Asset Management Corp | 37,238 | $6.54M | 2.27% | +5,520+17.4% | Added |
| Logan Capital Management Inc | 37,224 | $6.54M | 0.30% | +110+0.3% | Added |
| McDonald Partners LLC | 37,203 | $6.54M | 1.55% | −1,505−3.9% | Reduced |
| Oakwood Capital Management LLC | 37,115 | $6.52M | 1.68% | +787+2.2% | Added |
| Baker Avenue Asset Management, LP | 37,097 | $6.52M | 0.38% | +2,473+7.1% | Added |
| swisspartners Advisors Ltd | 37,048 | $6.51M | 5.10% | +2,510+7.3% | Added |
| Chemung Canal Trust Co | 36,994 | $6.50M | 1.24% | −21,072−36.3% | Reduced |
| Morse Asset Management, Inc | 36,838 | $6.47M | 1.56% | −5,419−12.8% | Reduced |
| Financial Avengers, Inc. | 36,765 | $6.46M | 4.38% | +898+2.5% | Added |
| First American Trust, FSB | 36,753 | $6.46M | 1.01% | −2,198−5.6% | Reduced |
| Great Valley Advisor Group, Inc. | 36,131 | $6.45M | 0.48% | −1,170−3.1% | Reduced |
| Lockheed Martin Investment Management Co | 36,631 | $6.44M | 0.34% | −58,610−61.5% | Reduced |
| Markston International LLC | 36,603 | $6.43M | 3.91% | −115,383−75.9% | Reduced |
| Circle Wealth Management, LLC | 36,560 | $6.43M | 0.92% | +329+0.9% | Added |
| Private Advisory Group LLC | 36,499 | $6.42M | 1.62% | +3,168+9.5% | Added |
| Family Capital Trust Co | 36,482 | $6.41M | 1.81% | −90.0% | Reduced |
| Contrarius Investment Management Ltd | 36,413 | $6.40M | 0.31% | +36,413 | New |
| Unio Capital LLC | 36,398 | $6.40M | 2.85% | −1,431−3.8% | Reduced |
| Eidelman Virant Capital | 36,341 | $6.39M | 2.48% | +2,125+6.2% | Added |
| Aristotle Atlantic Partners, LLC | 36,276 | $6.38M | 0.42% | +2,191+6.4% | Added |