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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Wealth Advisory Solutions, LLC | 30,846 | $5.42M | 1.29% | +17,530+131.6% | Added |
| Van Eck Associates Corp | 30,819 | $5.42M | 0.01% | −37,454−54.9% | Reduced |
| Johanson Financial Advisors, Inc. | 29,322 | $5.40M | 1.83% | +430+1.5% | Added |
| Perkins Coie Trust Co | 30,706 | $5.40M | 1.66% | +404+1.3% | Added |
| Partners Capital Investment Group, LLP | 30,554 | $5.37M | 0.24% | +2,135+7.5% | Added |
| Enterprise Trust & Investment Co | 30,469 | $5.36M | 2.19% | +3,100+11.3% | Added |
| Comerica Securities,inc. | 30,468 | $5.36M | 0.40% | −7,036−18.8% | Reduced |
| LaFleur & Godfrey LLC | 30,467 | $5.36M | 0.77% | +3,720+13.9% | Added |
| Vestcor Inc | 30,455 | $5.35M | 0.18% | −8,646−22.1% | Reduced |
| Radnor Capital Management, LLC | 30,436 | $5.35M | 1.81% | −47−0.2% | Reduced |
| Carroll Financial Associates, Inc. | 30,388 | $5.34M | 0.30% | +710+2.4% | Added |
| Meiji Yasuda Life Insurance Co | 30,320 | $5.33M | 0.10% | +436+1.5% | Added |
| Fma Advisory Inc | 30,191 | $5.31M | 1.97% | −369−1.2% | Reduced |
| Institute for Wealth Management, LLC. | 30,082 | $5.29M | 0.93% | +178+0.6% | Added |
| Northwest Bancshares, Inc. | 30,073 | $5.29M | 1.20% | +1,157+4.0% | Added |
| Weil Company, Inc. | 30,034 | $5.28M | 2.67% | +101+0.3% | Added |
| Gabalex Capital Management LLC | 30,000 | $5.27M | 2.48% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 29,970 | $5.27M | 0.18% | +964+3.3% | Added |
| Wealthcare Advisory Partners LLC | 29,973 | $5.27M | 0.35% | +1,166+4.0% | Added |
| Tudor Investment Corp Et Al | 29,945 | $5.26M | 0.11% | −32,583−52.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,912 | $5.26M | 0.53% | −1,321−4.2% | Reduced |
| First Interstate Bank | 29,856 | $5.25M | 0.55% | +29,856 | New |
| Montis Financial, LLC | 29,843 | $5.25M | 4.35% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 29,795 | $5.24M | 0.38% | −1,099−3.6% | Reduced |
| Karp Capital Management Corp | 29,778 | $5.23M | 0.78% | +2,141+7.7% | Added |
| Citizens Business Bank | 29,771 | $5.23M | 0.69% | +283+1.0% | Added |
| M. Kraus & Co | 29,721 | $5.22M | 1.88% | +676+2.3% | Added |
| Maryland Capital Management | 29,683 | $5.22M | 0.31% | +1,719+6.1% | Added |
| Campbell Newman Asset Management Inc | 29,599 | $5.20M | 0.51% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 29,576 | $5.20M | 0.23% | +4,282+16.9% | Added |
| Stokes Family Office, LLC | 29,529 | $5.19M | 0.73% | +146+0.5% | Added |
| Scholtz & Company, LLC | 29,484 | $5.18M | 1.77% | +374+1.3% | Added |
| Twin Tree Management, LP | 29,450 | $5.18M | 0.15% | −5,526−15.8% | Reduced |
| Fairbanks Capital Management, Inc. | 29,439 | $5.17M | 4.08% | +569+2.0% | Added |
| North Star Investment Management Corp. | 29,391 | $5.17M | 0.41% | +8,151+38.4% | Added |
| BOK Financial Private Wealth, Inc. | 29,360 | $5.16M | 0.42% | +1,471+5.3% | Added |
| Notis-McConarty Edward | 29,302 | $5.15M | 1.91% | −76−0.3% | Reduced |
| Peloton Wealth Strategists | 29,288 | $5.15M | 2.12% | +1,185+4.2% | Added |
| Whalerock Point Partners, LLC | 29,240 | $5.14M | 1.98% | +1,125+4.0% | Added |
| Journey Advisory Group, LLC | 29,206 | $5.13M | 1.63% | +930+3.3% | Added |
| Nichols & Pratt Advisers LLP | 29,200 | $5.13M | 0.39% | −20−0.1% | Reduced |
| Graybill Bartz & Assoc Ltd | 29,177 | $5.13M | 2.53% | +148+0.5% | Added |
| Mid Atlantic Financial Management Inc | 29,177 | $5.13M | 0.35% | −1,779−5.7% | Reduced |
| Bender Robert & Associates | 29,137 | $5.12M | 1.46% | +929+3.3% | Added |
| Liberty Capital Management, Inc. | 29,079 | $5.11M | 1.55% | +72+0.2% | Added |
| Cullen Capital Management LLC | 28,971 | $5.09M | 0.05% | −141−0.5% | Reduced |
| Nixon Peabody Trust Co | 28,928 | $5.08M | 1.96% | +584+2.1% | Added |
| Mission Creek Capital Partners, Inc. | 28,914 | $5.08M | 0.82% | +70+0.2% | Added |
| M Holdings Securities, Inc. | 28,789 | $5.06M | 0.49% | −4,215−12.8% | Reduced |
| Wills Financial Group, Inc. | 28,760 | $5.05M | 2.19% | +156+0.5% | Added |
| Townsend Asset Management Corp | 28,758 | $5.05M | 2.80% | +1,785+6.6% | Added |
| Independent Financial Group, LLC | 28,729 | $5.05M | 0.54% | +379+1.3% | Added |
| Arlington Partners LLC | 28,718 | $5.05M | 1.75% | +2,067+7.8% | Added |
| Transcend Wealth Collective, LLC | 28,668 | $5.04M | 0.72% | +988+3.6% | Added |
| Rowland & Co Investment Counsel | 28,617 | $5.03M | 1.24% | +170+0.6% | Added |
| First Citizens Bank & Trust Co | 28,605 | $5.03M | 0.24% | +3,131+12.3% | Added |
| Flagship Harbor Advisors, LLC | 28,469 | $5.00M | 0.54% | +2,782+10.8% | Added |
| Hall Laurie J Trustee | 28,449 | $5.00M | 1.89% | −415−1.4% | Reduced |
| SOA Wealth Advisors, LLC. | 28,427 | $5.00M | 1.28% | −1,744−5.8% | Reduced |
| Parcion Private Wealth LLC | 28,418 | $5.00M | 0.50% | +544+2.0% | Added |
| Hoey Investments, Inc | 28,362 | $4.99M | 1.53% | +5,245+22.7% | Added |
| Valley National Advisers Inc | 28,288 | $4.97M | 0.91% | −179−0.6% | Reduced |
| Mengis Capital Management, Inc. | 28,239 | $4.96M | 1.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 28,219 | $4.96M | 0.19% | +15,248+117.6% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 28,172 | $4.95M | 2.53% | +8,439+42.8% | Added |
| Charter Trust Co | 28,145 | $4.95M | 0.46% | −1,214−4.1% | Reduced |
| Ironwood Investment Counsel, LLC | 28,136 | $4.95M | 1.32% | +479+1.7% | Added |
| Wellington Shields & Co., LLC | 28,120 | $4.94M | 1.63% | +70+0.2% | Added |
| S&CO Inc | 28,107 | $4.94M | 0.39% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 28,077 | $4.93M | 0.82% | +111+0.4% | Added |
| Menlo Advisors LLC | 28,053 | $4.93M | 2.66% | −2,627−8.6% | Reduced |
| Capula Management Ltd | 28,039 | $4.93M | 0.90% | −264−0.9% | Reduced |
| Keel Point, LLC | 27,950 | $4.91M | 0.59% | +3,553+14.6% | Added |
| Wellington Shields Capital Management, LLC | 27,909 | $4.91M | 0.59% | +1,213+4.5% | Added |
| Mitchell Capital Management Co | 27,782 | $4.88M | 1.07% | +1,276+4.8% | Added |
| Community Bank, N.A. | 27,778 | $4.88M | 0.58% | −1,774−6.0% | Reduced |
| Apollon Wealth Management, LLC | 27,774 | $4.88M | 0.87% | −717−2.5% | Reduced |
| Patton Albertson Miller Group, LLC | 27,536 | $4.84M | 1.10% | +292+1.1% | Added |
| Avitas Wealth Management LLC | 27,503 | $4.83M | 0.86% | +669+2.5% | Added |
| Rodgers Brothers Inc. | 27,418 | $4.82M | 0.92% | +93+0.3% | Added |
| Gardner Lewis Asset Management L P | 27,375 | $4.81M | 0.79% | 00.0% | Unchanged |
| Berkshire Bank | 27,367 | $4.81M | 1.16% | −155−0.6% | Reduced |
| Proequities, Inc. | 27,285 | $4.80M | 0.30% | +899+3.4% | Added |
| Pettee Investors, Inc. | 27,268 | $4.79M | 2.25% | −1,995−6.8% | Reduced |
| Homrich & Berg | 27,255 | $4.79M | 0.11% | +5,251+23.9% | Added |
| Citadel Investment Advisory, Inc. | 27,204 | $4.78M | 2.96% | −195−0.7% | Reduced |
| Ruffer LLP | 27,187 | $4.78M | 0.13% | −305,494−91.8% | Reduced |
| Surevest, LLC | 27,129 | $4.77M | 1.24% | −293−1.1% | Reduced |
| Asset Dedication, LLC | 27,166 | $4.77M | 0.71% | +6,414+30.9% | Added |
| Sowell Financial Services LLC | 27,093 | $4.76M | 0.32% | −5,030−15.7% | Reduced |
| Bollard Group LLC | 27,079 | $4.76M | 0.15% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 27,076 | $4.76M | 0.61% | +1,450+5.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 27,040 | $4.75M | 1.56% | −131−0.5% | Reduced |
| Paloma Partners Management Co | 26,945 | $4.74M | 0.12% | −65,401−70.8% | Reduced |
| Montecito Bank & Trust | 26,939 | $4.74M | 0.91% | +1,278+5.0% | Added |
| Beta Wealth Group, Inc. | 26,859 | $4.72M | 3.29% | +838+3.2% | Added |
| HC Financial Advisors Inc | 26,676 | $4.69M | 2.73% | −995−3.6% | Reduced |
| Diversified Investment Strategies, LLC | 26,646 | $4.68M | 3.47% | −650−2.4% | Reduced |
| J.W. Cole Advisors, Inc. | 26,616 | $4.68M | 0.37% | +4,338+19.5% | Added |
| Bayesian Capital Management, LP | 26,600 | $4.67M | 1.22% | +18,700+236.7% | Added |