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 |
|---|---|---|---|---|---|
| GSB Wealth Management, LLC | 13,803 | $2.43M | 0.76% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 13,794 | $2.42M | 0.47% | +34+0.2% | Added |
| J. W. Coons Advisors, LLC | 13,762 | $2.42M | 0.86% | −7,200−34.3% | Reduced |
| NorthRock Partners, LLC | 13,789 | $2.42M | 0.20% | +807+6.2% | Added |
| Valley Brook Capital Group | 13,772 | $2.42M | 2.31% | +1,410+11.4% | Added |
| Iowa State Bank | 13,750 | $2.42M | 0.68% | +150+1.1% | Added |
| DFPG Investments, LLC | 13,145 | $2.41M | 0.91% | −150−1.1% | Reduced |
| Somerset Group LLC | 13,733 | $2.41M | 1.72% | +258+1.9% | Added |
| CRA Financial Services, LLC | 13,728 | $2.41M | 0.84% | +570+4.3% | Added |
| Investment Research & Advisory Group, Inc. | 13,712 | $2.41M | 1.61% | +89+0.7% | Added |
| New England Asset Management Inc | 13,686 | $2.41M | 0.04% | −415−2.9% | Reduced |
| Sax Wealth Advisors, LLC | 13,673 | $2.40M | 0.82% | +139+1.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,666 | $2.40M | 1.72% | +94+0.7% | Added |
| Tandem Capital Management Corp | 13,667 | $2.40M | 1.51% | +137+1.0% | Added |
| Dynamic Technology Lab Private Ltd | 13,657 | $2.40M | 0.24% | +7,224+112.3% | Added |
| Guardian Capital Advisors LP | 13,541 | $2.40M | 0.25% | +3,415+33.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 13,633 | $2.40M | 2.05% | −150−1.1% | Reduced |
| FDx Advisors, Inc. | 13,628 | $2.40M | 0.08% | −3,838−22.0% | Reduced |
| Aj Wealth Strategies, LLC | 13,628 | $2.40M | 0.14% | −340−2.4% | Reduced |
| Loveless Wealth Management LLC | 13,607 | $2.39M | 1.45% | +535+4.1% | Added |
| Budros, Ruhlin & Roe, Inc. | 13,578 | $2.39M | 0.26% | −22−0.2% | Reduced |
| Cumberland Partners Ltd | 13,578 | $2.39M | 0.19% | −10−0.1% | Reduced |
| Adirondack Trust Co | 13,572 | $2.39M | 1.20% | −20−0.1% | Reduced |
| Jacobsen Capital Management | 13,548 | $2.38M | 1.21% | +506+3.9% | Added |
| TD Private Client Wealth LLC | 13,544 | $2.38M | 0.10% | +1,389+11.4% | Added |
| Geier Asset Management, Inc. | 13,476 | $2.37M | 1.66% | +1,938+16.8% | Added |
| Dean Investment Associates, LLC | 13,467 | $2.37M | 0.44% | −2,619−16.3% | Reduced |
| Glassman Wealth Services | 13,462 | $2.37M | 0.49% | −152−1.1% | Reduced |
| Bank of Stockton | 13,397 | $2.35M | 0.71% | −699−5.0% | Reduced |
| Waldron Private Wealth LLC | 13,336 | $2.34M | 0.15% | −120−0.9% | Reduced |
| Thoroughbred Financial Services, LLC | 13,315 | $2.34M | 0.59% | −193−1.4% | Reduced |
| Martin & Co Inc | 13,290 | $2.34M | 0.58% | −487−3.5% | Reduced |
| Winthrop Advisory Group LLC | 13,212 | $2.32M | 0.52% | −342−2.5% | Reduced |
| Trellus Management Company, LLC | 13,200 | $2.32M | 1.88% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 13,201 | $2.32M | 0.07% | +1,973+17.6% | Added |
| Mizuho Securities USA LLC | 13,187 | $2.32M | 0.19% | −11,118−45.7% | Reduced |
| Fort Sheridan Advisors LLC | 13,188 | $2.32M | 0.77% | +1,225+10.2% | Added |
| Sandhill Capital Partners LLC | 13,155 | $2.31M | 0.18% | +785+6.3% | Added |
| Norway Savings Bank | 13,109 | $2.30M | 1.12% | +252+2.0% | Added |
| Fiera Capital Corp | 13,093 | $2.30M | 0.01% | −2,758−17.4% | Reduced |
| Costello Asset Management, INC | 13,073 | $2.30M | 1.51% | +181+1.4% | Added |
| Compton Wealth Advisory Group, LLC | 13,054 | $2.29M | 1.07% | +39+0.3% | Added |
| Monarch Capital Management Inc | 13,033 | $2.29M | 0.65% | 00.0% | Unchanged |
| DCM Advisors, LLC | 13,022 | $2.29M | 1.30% | −4,571−26.0% | Reduced |
| Central Bank & Trust Co | 12,950 | $2.28M | 0.37% | −220−1.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,931 | $2.27M | 0.62% | +2,376+22.5% | Added |
| Aull & Monroe Investment Management Corp | 12,928 | $2.27M | 1.08% | −200−1.5% | Reduced |
| Glenview State Bank Trust Dept. | 12,906 | $2.27M | 0.69% | −135−1.0% | Reduced |
| Windsor Group LTD | 12,855 | $2.26M | 0.49% | −10,974−46.1% | Reduced |
| Bangor Savings Bank | 12,820 | $2.25M | 0.25% | +88+0.7% | Added |
| Fernwood Investment Management, LLC | 12,793 | $2.25M | 0.74% | +712+5.9% | Added |
| Quattro Financial Advisors LLC | 12,134 | $2.24M | 0.60% | −847−6.5% | Reduced |
| Rockland Trust Co | 12,744 | $2.24M | 0.15% | −1,644−11.4% | Reduced |
| Cary Street Partners Asset Management LLC | 12,722 | $2.24M | 0.53% | −84,963−87.0% | Reduced |
| New Potomac Partners, LLC | 12,715 | $2.23M | 1.52% | +85+0.7% | Added |
| Capstone Triton Financial Group, LLC | 12,648 | $2.22M | 1.37% | −604−4.6% | Reduced |
| United Bank | 12,635 | $2.22M | 0.30% | −75−0.6% | Reduced |
| Cim Investment Mangement Inc | 12,624 | $2.22M | 0.69% | +4,730+59.9% | Added |
| Ledyard National Bank | 12,613 | $2.22M | 0.23% | −1,300−9.3% | Reduced |
| Nations Financial Group Inc, | 12,543 | $2.21M | 0.37% | +1,057+9.2% | Added |
| AlphaCrest Capital Management LLC | 12,516 | $2.20M | 0.09% | −36,573−74.5% | Reduced |
| Blue Square Asset Management, LLC | 12,492 | $2.20M | 1.35% | +871+7.5% | Added |
| Smith Anglin Financial, LLC | 12,457 | $2.19M | 0.42% | +300+2.5% | Added |
| Atlas Capital Advisors LLC | 12,418 | $2.18M | 0.37% | +50.0% | Added |
| Lester Murray Antman dba SimplyRich | 12,410 | $2.18M | 1.00% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 12,391 | $2.18M | 0.56% | +1,960+18.8% | Added |
| LexAurum Advisors, LLC | 12,363 | $2.17M | 0.64% | +5,827+89.2% | Added |
| Pinnacle Holdings, LLC | 12,350 | $2.17M | 1.00% | −53−0.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,344 | $2.17M | 0.72% | +676+5.8% | Added |
| Lederer & Associates Investment Counsel | 12,332 | $2.17M | 1.44% | +339+2.8% | Added |
| Allen Capital Group, LLC | 12,333 | $2.17M | 0.44% | +2,779+29.1% | Added |
| Modus Advisors, LLC | 12,316 | $2.17M | 0.91% | −190−1.5% | Reduced |
| Perennial Investment Advisors, LLC | 12,303 | $2.16M | 0.79% | +702+6.1% | Added |
| Johnson Financial Group, Inc. | 12,295 | $2.16M | 0.14% | −424−3.3% | Reduced |
| Edge Capital Group, LLC | 12,276 | $2.16M | 0.17% | −1,336−9.8% | Reduced |
| Doheny Asset Management | 12,123 | $2.13M | 1.37% | 00.0% | Unchanged |
| Assetmark, Inc | 12,076 | $2.12M | 0.01% | +913+8.2% | Added |
| Summit Place Financial Advisors, LLC | 12,076 | $2.12M | 1.56% | +1,355+12.6% | Added |
| Hudson Canyon Capital Management | 12,050 | $2.12M | 1.59% | +839+7.5% | Added |
| Hoertkorn Richard Charles | 12,035 | $2.12M | 0.95% | −35−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,033 | $2.12M | 0.11% | +1,539+14.7% | Added |
| 180 Wealth Advisors, LLC | 11,930 | $2.11M | 0.48% | +56+0.5% | Added |
| Oak Asset Management, LLC | 12,010 | $2.11M | 0.89% | −50.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 12,008 | $2.11M | 1.36% | −38−0.3% | Reduced |
| Prudent Man Advisors, LLC | 11,994 | $2.11M | 0.81% | +518+4.5% | Added |
| Atlas Private Wealth Management | 11,977 | $2.10M | 1.30% | +145+1.2% | Added |
| Fortis Capital Management LLC | 11,973 | $2.10M | 1.09% | +11,973 | New |
| Moseley Investment Management Inc | 11,949 | $2.10M | 1.03% | +1,619+15.7% | Added |
| Warther Private Wealth, LLC | 11,808 | $2.09M | 2.03% | +11,808 | New |
| HawsGoodwin Investment Management LLC | 11,901 | $2.09M | 0.64% | −167−1.4% | Reduced |
| Formidable Asset Management, LLC | 11,644 | $2.09M | 0.45% | +2,508+27.5% | Added |
| Cypress Capital Management LLC | 11,875 | $2.09M | 0.28% | −338−2.8% | Reduced |
| LBMC Investment Advisors, LLC | 11,856 | $2.08M | 0.20% | +40+0.3% | Added |
| ELCO Management Co., LLC | 11,841 | $2.08M | 1.54% | +1,028+9.5% | Added |
| JFS Wealth Advisors, LLC | 11,825 | $2.08M | 0.31% | −1,599−11.9% | Reduced |
| Richard P Slaughter Associates Inc | 11,831 | $2.08M | 0.80% | −7−0.1% | Reduced |
| First United Bank Trust | 11,823 | $2.08M | 0.87% | −26−0.2% | Reduced |
| Invst, LLC | 11,564 | $2.07M | 0.34% | +1,049+10.0% | Added |
| Cooper Financial Group | 11,788 | $2.07M | 0.42% | +745+6.7% | Added |
| Intrua Financial, LLC | 11,619 | $2.07M | 0.49% | +80+0.7% | Added |