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 |
|---|---|---|---|---|---|
| United Maritime Capital LLC | 22,550 | $3.96M | 3.00% | +10,150+81.9% | Added |
| Greenline Partners, LLC | 22,541 | $3.96M | 0.81% | +60+0.3% | Added |
| Aviance Capital Partners, LLC | 22,490 | $3.95M | 0.69% | −419−1.8% | Reduced |
| Vishria Bird Financial Group, LLC | 22,456 | $3.95M | 1.94% | +782+3.6% | Added |
| Bristlecone Advisors, LLC | 22,402 | $3.94M | 0.53% | +291+1.3% | Added |
| Welch Group, LLC | 22,356 | $3.93M | 0.27% | +1,954+9.6% | Added |
| First Trust Bank, Ltd. | 22,300 | $3.92M | 4.77% | +5,600+33.5% | Added |
| Intrust Bank NA | 22,222 | $3.91M | 0.53% | +154+0.7% | Added |
| Northwest Investment Counselors, LLC | 22,175 | $3.90M | 1.08% | −345−1.5% | Reduced |
| Richard Bernstein Advisors LLC | 22,065 | $3.88M | 0.08% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 22,035 | $3.87M | 1.35% | +33+0.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 22,023 | $3.87M | 0.62% | +928+4.4% | Added |
| Endurance Wealth Management, Inc. | 21,932 | $3.85M | 0.43% | −25−0.1% | Reduced |
| Cito Capital Group, LLC | 21,850 | $3.84M | 1.73% | +258+1.2% | Added |
| Capital Investment Advisory Services, LLC | 21,842 | $3.84M | 0.48% | +640+3.0% | Added |
| Usca Ria LLC | 21,821 | $3.83M | 0.23% | +1,416+6.9% | Added |
| Condor Capital Management | 21,786 | $3.83M | 0.42% | −120−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 21,782 | $3.83M | 0.16% | +705+3.3% | Added |
| United Capital Management of KS, Inc. | 21,781 | $3.83M | 1.56% | +772+3.7% | Added |
| Empirical Finance, LLC | 21,749 | $3.82M | 0.62% | +3,108+16.7% | Added |
| First Horizon Corp | 21,746 | $3.82M | 0.34% | −3,183−12.8% | Reduced |
| Marietta Investment Partners LLC | 21,705 | $3.81M | 0.87% | −25,225−53.8% | Reduced |
| SeaCrest Wealth Management, LLC | 21,638 | $3.80M | 0.46% | −5,383−19.9% | Reduced |
| Page Arthur B | 21,580 | $3.79M | 2.70% | −123−0.6% | Reduced |
| Quest Investment Management LLC | 21,490 | $3.78M | 0.34% | +3,398+18.8% | Added |
| Boltwood Capital Management | 21,476 | $3.77M | 1.57% | −174−0.8% | Reduced |
| Jefferies Group LLC | 21,456 | $3.77M | 0.07% | −26,784−55.5% | Reduced |
| IFG Advisory, LLC | 21,402 | $3.76M | 0.42% | −2,436−10.2% | Reduced |
| Physicians Financial Services, Inc. | 21,368 | $3.76M | 1.54% | −167−0.8% | Reduced |
| Carl P. Sherr & Co., LLC | 21,325 | $3.75M | 2.58% | +600+2.9% | Added |
| Essex Financial Services, Inc. | 20,258 | $3.74M | 0.54% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 21,254 | $3.74M | 0.19% | +154+0.7% | Added |
| Founders Capital Management | 21,246 | $3.73M | 2.43% | −650−3.0% | Reduced |
| Grand Central Investment Group | 21,229 | $3.73M | 3.33% | −283−1.3% | Reduced |
| Cohen Lawrence B | 21,226 | $3.73M | 1.90% | +340+1.6% | Added |
| Pictet Bank & Trust Ltd | 21,150 | $3.72M | 2.08% | −3,170−13.0% | Reduced |
| Change Path, LLC | 21,079 | $3.71M | 0.23% | −5,313−20.1% | Reduced |
| NovaPoint Capital, LLC | 21,068 | $3.70M | 1.53% | +319+1.5% | Added |
| Laurel Wealth Advisors, Inc. | 21,057 | $3.70M | 0.48% | +750+3.7% | Added |
| Quadrant Private Wealth Management, LLC | 20,994 | $3.69M | 1.50% | −1,869−8.2% | Reduced |
| Oder Investment Management, LLC | 20,957 | $3.68M | 4.80% | +1,086+5.5% | Added |
| Kovack Advisors, Inc. | 20,944 | $3.68M | 0.42% | −99−0.5% | Reduced |
| Eagle Asset Management Inc | 20,931 | $3.68M | 0.02% | +203+1.0% | Added |
| Optimal Asset Management, Inc. | 20,932 | $3.68M | 0.44% | 00.0% | Unchanged |
| Searle & Co. | 20,926 | $3.68M | 1.50% | 00.0% | Unchanged |
| L & S Advisors Inc | 20,898 | $3.67M | 0.40% | −23,588−53.0% | Reduced |
| Conning Inc. | 20,889 | $3.67M | 0.11% | −2,835−11.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 20,853 | $3.67M | 1.20% | +539+2.7% | Added |
| Trustmark National Bank Trust Department | 20,772 | $3.65M | 0.29% | −211−1.0% | Reduced |
| Tower View Investment Management & Research LLC | 20,745 | $3.65M | 1.85% | −68−0.3% | Reduced |
| Wealthspire Advisors, LLC | 20,703 | $3.64M | 0.10% | −19,409−48.4% | Reduced |
| Gladstone Institutional Advisory LLC | 20,666 | $3.63M | 0.44% | −1,905−8.4% | Reduced |
| K.J. Harrison & Partners Inc | 20,626 | $3.63M | 0.52% | +299+1.5% | Added |
| Moneta Group Investment Advisors LLC | 20,618 | $3.62M | 0.17% | +3,335+19.3% | Added |
| Arkadios Wealth Advisors | 20,580 | $3.62M | 0.44% | +5,220+34.0% | Added |
| Gotham Asset Management, LLC | 20,575 | $3.62M | 0.15% | −22,014−51.7% | Reduced |
| Knuff & Co LLC | 20,515 | $3.61M | 1.34% | +100+0.5% | Added |
| McMahon Financial Advisors, LLC | 20,505 | $3.60M | 1.63% | −792−3.7% | Reduced |
| Frisch Financial Group, Inc. | 20,475 | $3.60M | 1.13% | −357−1.7% | Reduced |
| Veracity Capital LLC | 20,463 | $3.60M | 0.84% | +14,385+236.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 20,351 | $3.58M | 1.32% | −170−0.8% | Reduced |
| Slow Capital, Inc. | 20,331 | $3.57M | 0.68% | +2,503+14.0% | Added |
| Regent Investment Management LLC | 20,323 | $3.57M | 0.84% | +1,652+8.8% | Added |
| Principle Wealth Partners LLC | 20,293 | $3.57M | 0.41% | +207+1.0% | Added |
| Inscription Capital, LLC | 20,293 | $3.57M | 0.41% | +7,634+60.3% | Added |
| Ceera Investments, LLC | 20,285 | $3.56M | 2.70% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 20,262 | $3.56M | 0.55% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 20,230 | $3.56M | 0.65% | +226+1.1% | Added |
| Shepherd Financial Partners LLC | 20,209 | $3.55M | 0.68% | +632+3.2% | Added |
| Harbour Capital Advisors, LLC | 20,184 | $3.55M | 0.95% | −1,779−8.1% | Reduced |
| Dempze Nancy E | 20,168 | $3.54M | 2.99% | −591−2.8% | Reduced |
| Heritage Way Advisors, LLC | 20,129 | $3.54M | 1.45% | −1,403−6.5% | Reduced |
| Atlas Brown,Inc. | 20,127 | $3.54M | 1.53% | +1,445+7.7% | Added |
| Jeppson Wealth Management, LLC | 20,115 | $3.54M | 1.93% | +451+2.3% | Added |
| Quadrant Capital Group LLC | 20,090 | $3.53M | 0.51% | −277−1.4% | Reduced |
| Gimbel Daniel Scott | 20,000 | $3.52M | 1.51% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 19,965 | $3.51M | 1.31% | −322−1.6% | Reduced |
| Goelzer Investment Management, Inc. | 19,943 | $3.50M | 0.29% | −138−0.7% | Reduced |
| Clarius Group, LLC | 19,859 | $3.49M | 0.31% | +662+3.4% | Added |
| Cypress Asset Management Inc | 19,834 | $3.49M | 0.89% | +5,139+35.0% | Added |
| Dana Investment Advisors, Inc. | 19,773 | $3.48M | 0.15% | +217+1.1% | Added |
| Summit Financial Group Inc | 19,625 | $3.45M | 1.29% | +525+2.7% | Added |
| Highlander Capital Management, LLC | 19,617 | $3.45M | 1.72% | −200−1.0% | Reduced |
| Allworth Financial LP | 19,565 | $3.44M | 0.06% | +1,498+8.3% | Added |
| Next Century Growth Investors LLC | 19,511 | $3.43M | 0.27% | −781−3.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 19,499 | $3.43M | 0.13% | −17,454−47.2% | Reduced |
| Horan Capital Advisors, LLC. | 19,499 | $3.43M | 1.55% | +610+3.2% | Added |
| Duff & Phelps Investment Management Co | 19,464 | $3.42M | 0.04% | −1,700−8.0% | Reduced |
| Proficio Capital Partners LLC | 19,461 | $3.42M | 0.42% | −72−0.4% | Reduced |
| Sentry Investment Management LLC | 19,437 | $3.42M | 0.87% | 00.0% | Unchanged |
| Rokos Capital Management LLP | 19,438 | $3.40M | 0.17% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 19,302 | $3.39M | 1.09% | +652+3.5% | Added |
| Hollencrest Capital Management | 19,297 | $3.39M | 0.31% | +40+0.2% | Added |
| Stony Point Wealth Management Inc. | 19,301 | $3.39M | 2.20% | +3,431+21.6% | Added |
| Varma Mutual Pension Insurance Co | 19,285 | $3.39M | 0.05% | 00.0% | Unchanged |
| Sky Investment Group LLC | 19,147 | $3.37M | 0.76% | +423+2.3% | Added |
| BigSur Wealth Management LLC | 19,112 | $3.36M | 1.52% | −1,588−7.7% | Reduced |
| Malaga Cove Capital, LLC | 19,096 | $3.36M | 1.44% | −562−2.9% | Reduced |
| Stillwater Investment Management, LLC | 19,071 | $3.35M | 0.89% | −22−0.1% | Reduced |
| Constitution Capital LLC | 19,061 | $3.35M | 2.05% | −7,531−28.3% | Reduced |