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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 16,081 | $2.83M | 1.20% | +217+1.4% | Added |
| Gilman Hill Asset Management, LLC | 15,950 | $2.80M | 0.72% | +531+3.4% | Added |
| Nicholas Hoffman & Company, LLC. | 15,913 | $2.80M | 0.50% | +267+1.7% | Added |
| Koss-Olinger Consulting, LLC | 15,887 | $2.79M | 0.41% | −446−2.7% | Reduced |
| Seeyond | 15,893 | $2.79M | 0.26% | −413−2.5% | Reduced |
| Benin Management CORP | 15,885 | $2.79M | 0.89% | −100−0.6% | Reduced |
| Sculati Wealth Management, LLC | 15,875 | $2.79M | 1.48% | +96+0.6% | Added |
| Meridian Management Co | 15,836 | $2.78M | 0.82% | −437−2.7% | Reduced |
| Cohen Investment Advisors LLC | 15,773 | $2.77M | 2.16% | −679−4.1% | Reduced |
| Cheviot Value Management, LLC | 15,679 | $2.76M | 0.68% | −558−3.4% | Reduced |
| Peddock Capital Advisors, LLC | 15,654 | $2.75M | 0.96% | +169+1.1% | Added |
| Prospect Hill Management, LLC | 15,675 | $2.75M | 1.99% | +1,075+7.4% | Added |
| Bank of Hawaii | 15,663 | $2.75M | 0.15% | −874−5.3% | Reduced |
| Birch Grove Capital LP | 15,650 | $2.75M | 1.34% | 00.0% | Unchanged |
| Optimum Investment Advisors | 15,643 | $2.75M | 0.86% | −200−1.3% | Reduced |
| HighTower Trust Services, LTA | 15,626 | $2.75M | 0.34% | −6,232−28.5% | Reduced |
| First Midwest Bank Trust Division | 15,606 | $2.74M | 0.37% | −253−1.6% | Reduced |
| Roberts Glore & Co Inc | 15,593 | $2.74M | 0.82% | −56−0.4% | Reduced |
| Bank of New Hampshire | 15,568 | $2.74M | 0.73% | +15,568 | New |
| Steinberg Asset Management LLC | 15,560 | $2.73M | 2.82% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 15,554 | $2.73M | 0.93% | −317−2.0% | Reduced |
| Moloney Securities Asset Management, LLC | 15,536 | $2.73M | 0.50% | −1,359−8.0% | Reduced |
| Hudson Value Partners, LLC | 15,499 | $2.72M | 1.50% | −20.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 15,479 | $2.72M | 0.33% | −194−1.2% | Reduced |
| Altfest L J & Co Inc | 15,454 | $2.72M | 0.59% | −2,708−14.9% | Reduced |
| Robinson Value Management, Ltd. | 15,435 | $2.71M | 2.21% | −296−1.9% | Reduced |
| Hall Capital Management Co Inc | 15,408 | $2.71M | 1.75% | +15,408 | New |
| Andesa Financial Management Inc. | 15,351 | $2.71M | 0.82% | +230+1.5% | Added |
| Sittner & Nelson, LLC | 15,363 | $2.70M | 1.90% | −100−0.6% | Reduced |
| West Oak Capital, LLC | 15,343 | $2.70M | 1.06% | −520−3.3% | Reduced |
| F3Logic, LLC | 15,340 | $2.70M | 0.33% | +375+2.5% | Added |
| Pinkerton Retirement Specialists, LLC | 15,324 | $2.69M | 0.52% | +543+3.7% | Added |
| Townsend & Associates, Inc | 14,596 | $2.69M | 1.57% | +210+1.5% | Added |
| Field & Main Bank | 15,300 | $2.69M | 1.72% | −165−1.1% | Reduced |
| Midwest Wealth Management Inc. | 15,242 | $2.68M | 1.91% | +145+1.0% | Added |
| Kistler-Tiffany Companies, LLC | 15,221 | $2.67M | 0.62% | −247−1.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 15,161 | $2.67M | 0.56% | +142+0.9% | Added |
| Conservest Capital Advisors, Inc. | 15,156 | $2.66M | 0.30% | 00.0% | Unchanged |
| Capital Financial Services, LLC | 15,139 | $2.66M | 3.38% | −200−1.3% | Reduced |
| Stratos Wealth Advisors, LLC | 15,119 | $2.66M | 0.24% | +4,829+46.9% | Added |
| Eads & Heald Wealth Management | 15,065 | $2.65M | 1.29% | −86−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 15,058 | $2.65M | 0.33% | −8,342−35.6% | Reduced |
| Ellsworth Advisors, LLC | 15,061 | $2.65M | 1.29% | +283+1.9% | Added |
| Little House Capital LLC | 15,054 | $2.65M | 1.43% | +15,054 | New |
| Drexel Morgan & Co. | 15,033 | $2.64M | 0.78% | −2,461−14.1% | Reduced |
| Lincluden Management Ltd | 15,004 | $2.64M | 0.25% | −231−1.5% | Reduced |
| Viking Fund Management LLC | 15,000 | $2.64M | 0.75% | 00.0% | Unchanged |
| PointState Capital LP | 15,000 | $2.64M | 0.06% | +15,000 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.64M | 0.74% | 00.0% | Unchanged |
| SOL Capital Management CO | 14,962 | $2.63M | 0.52% | −30−0.2% | Reduced |
| Continuum Advisory, LLC | 14,962 | $2.63M | 0.82% | +12,807+594.3% | Added |
| Cornerstone Advisory, LLC | 14,931 | $2.63M | 0.44% | −487−3.2% | Reduced |
| Davidson Trust Co | 14,930 | $2.62M | 2.04% | −185−1.2% | Reduced |
| Blue Fin Capital, Inc. | 14,921 | $2.62M | 0.81% | +1,645+12.4% | Added |
| Equitable Trust Co | 14,858 | $2.61M | 0.17% | −269−1.8% | Reduced |
| American National Registered Investment Advisor, Inc. | 14,836 | $2.61M | 0.93% | −110−0.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,797 | $2.60M | 1.45% | −12−0.1% | Reduced |
| Oliver Luxxe Assets LLC | 14,780 | $2.60M | 0.71% | −7,036−32.3% | Reduced |
| IMS Capital Management | 14,761 | $2.60M | 1.53% | +222+1.5% | Added |
| Capital Fund Management S.A. | 14,738 | $2.59M | 0.07% | −169,847−92.0% | Reduced |
| Check Capital Management Inc | 14,703 | $2.58M | 0.21% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 14,688 | $2.58M | 0.04% | +3,125+27.0% | Added |
| Orion Portfolio Solutions, LLC | 14,658 | $2.58M | 0.10% | +3,531+31.7% | Added |
| Exchange Traded Concepts, LLC | 14,614 | $2.57M | 0.08% | +650+4.7% | Added |
| Meristem Family Wealth, LLC | 14,600 | $2.57M | 0.40% | +2,398+19.7% | Added |
| Allred Capital Management, LLC | 14,563 | $2.56M | 1.27% | −500−3.3% | Reduced |
| Avantax Planning Partners, Inc. | 14,548 | $2.56M | 0.12% | −1,852−11.3% | Reduced |
| LCNB Corp | 14,478 | $2.54M | 1.28% | +845+6.2% | Added |
| Mechanics Bank Trust Department | 14,454 | $2.54M | 0.42% | −455−3.1% | Reduced |
| BSW Wealth Partners | 14,452 | $2.54M | 0.70% | −32−0.2% | Reduced |
| GW&K Investment Management, LLC | 14,444 | $2.54M | 0.02% | +300+2.1% | Added |
| American Investment Services, Inc. | 14,411 | $2.53M | 0.58% | +49+0.3% | Added |
| Wealthsource Partners, LLC | 14,374 | $2.53M | 0.22% | +301+2.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 14,313 | $2.52M | 1.65% | +14,313 | New |
| Scott & Selber, Inc. | 14,307 | $2.52M | 0.96% | −48−0.3% | Reduced |
| Brown Miller Wealth Management, LLC | 14,297 | $2.51M | 1.61% | +1,152+8.8% | Added |
| Meitav Dash Investments Ltd | 14,286 | $2.51M | 0.06% | −104,171−87.9% | Reduced |
| JSF Financial, LLC | 14,272 | $2.51M | 1.48% | +957+7.2% | Added |
| Stone Run Capital, LLC | 14,261 | $2.51M | 0.88% | +14,261 | New |
| Patriot Financial Group Insurance Agency, LLC | 14,148 | $2.49M | 0.45% | +440+3.2% | Added |
| Oakworth Capital, Inc. | 14,137 | $2.48M | 0.25% | −45−0.3% | Reduced |
| Canal Capital Management, LLC | 14,137 | $2.48M | 0.72% | +1,159+8.9% | Added |
| First Business Financial Services, Inc. | 14,131 | $2.48M | 0.29% | +1,389+10.9% | Added |
| Bigelow Investment Advisors, LLC | 14,126 | $2.48M | 1.20% | +200+1.4% | Added |
| Camden Capital, LLC | 14,126 | $2.48M | 0.58% | +1,250+9.7% | Added |
| Oxler Private Wealth LLC | 14,102 | $2.48M | 1.08% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 14,093 | $2.48M | 1.01% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 14,075 | $2.47M | 0.61% | +86+0.6% | Added |
| Ten Capital Wealth Advisors, LLC | 14,058 | $2.47M | 0.56% | −1,349−8.8% | Reduced |
| CPWM, LLC | 14,028 | $2.47M | 0.19% | +121+0.9% | Added |
| TCG Advisory Services, LLC | 14,025 | $2.46M | 0.67% | −966−6.4% | Reduced |
| Crawford Investment Counsel Inc | 13,984 | $2.46M | 0.05% | −719−4.9% | Reduced |
| Hartline Investment Corp | 13,977 | $2.46M | 0.31% | +1,250+9.8% | Added |
| Whitener Capital Management, Inc. | 13,886 | $2.44M | 0.97% | +416+3.1% | Added |
| Arete Wealth Advisors, LLC | 16,862 | $2.44M | 0.34% | +43+0.3% | Added |
| Investors Asset Management of Georgia Inc | 13,856 | $2.44M | 1.31% | +81+0.6% | Added |
| MV Capital Management, Inc. | 13,824 | $2.43M | 0.41% | +205+1.5% | Added |
| GPS Wealth Strategies Group, LLC | 13,826 | $2.43M | 0.62% | +657+5.0% | Added |
| St. Johns Investment Management Company, LLC | 13,820 | $2.43M | 1.32% | −175−1.3% | Reduced |
| Cypress Capital Group | 13,821 | $2.43M | 0.33% | −97−0.7% | Reduced |