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 |
|---|---|---|---|---|---|
| Vigilare Wealth Management | 11,744 | $2.06M | 1.25% | +1,876+19.0% | Added |
| Symmetry Partners, LLC | 11,653 | $2.05M | 0.14% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 11,642 | $2.05M | 0.66% | +803+7.4% | Added |
| Delta Capital Management LLC | 11,580 | $2.04M | 1.26% | −60−0.5% | Reduced |
| Grove Bank & Trust | 11,575 | $2.04M | 0.44% | −23−0.2% | Reduced |
| Founders Financial Securities LLC | 11,572 | $2.03M | 0.40% | −537−4.4% | Reduced |
| Omnia Family Wealth, LLC | 11,570 | $2.03M | 1.30% | −48−0.4% | Reduced |
| Grimes & Company, Inc. | 11,457 | $2.01M | 0.09% | −299−2.5% | Reduced |
| Acropolis Investment Management, LLC | 11,419 | $2.01M | 0.19% | +186+1.7% | Added |
| Platform Technology Partners | 11,412 | $2.01M | 0.83% | +11,412 | New |
| Sterneck Capital Management, LLC | 11,196 | $2.00M | 1.24% | +422+3.9% | Added |
| Taylor Hoffman Wealth Management | 11,391 | $2.00M | 0.86% | −1,917−14.4% | Reduced |
| Verdence Capital Advisors LLC | 11,371 | $2.00M | 0.28% | −40.0% | Reduced |
| Princeton Portfolio Strategies Group LLC | 11,365 | $2.00M | 0.39% | −100−0.9% | Reduced |
| TFG Advisers LLC | 11,358 | $2.00M | 0.96% | +74+0.7% | Added |
| Intercontinental Wealth Advisors, LLC | 11,342 | $1.99M | 0.40% | +3,356+42.0% | Added |
| Essex Savings Bank | 11,113 | $1.99M | 0.77% | −142−1.3% | Reduced |
| Global Trust Asset Management, LLC | 11,287 | $1.98M | 0.95% | −1,582−12.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 11,286 | $1.98M | 0.14% | −586−4.9% | Reduced |
| Indiana Trust & Investment Management CO | 10,947 | $1.98M | 1.09% | +180+1.7% | Added |
| Icon Wealth Partners, LLC | 11,273 | $1.98M | 0.21% | −457−3.9% | Reduced |
| Leisure Capital Management | 11,269 | $1.98M | 1.10% | −222−1.9% | Reduced |
| Forte Capital LLC | 11,268 | $1.98M | 0.27% | +204+1.8% | Added |
| Cypress Wealth Services, LLC | 11,218 | $1.97M | 0.54% | −6,278−35.9% | Reduced |
| Beck Mack & Oliver LLC | 11,212 | $1.97M | 0.05% | +450+4.2% | Added |
| Hodges Capital Management Inc. | 11,191 | $1.97M | 0.22% | +50+0.4% | Added |
| Friess Associates LLC | 11,185 | $1.97M | 0.74% | −1,781−13.7% | Reduced |
| Tiedemann Advisors, LLC | 11,172 | $1.96M | 0.08% | −982−8.1% | Reduced |
| Investment Partners, Ltd. | 11,162 | $1.96M | 0.90% | +596+5.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 11,159 | $1.96M | 0.41% | −13−0.1% | Reduced |
| Connolly Sarah T. | 11,119 | $1.95M | 1.60% | +262+2.4% | Added |
| LSV Asset Management | 11,100 | $1.95M | 0.00% | −1,900−14.6% | Reduced |
| Alliance Wealth Advisors, LLC | 11,090 | $1.95M | 1.75% | +76+0.7% | Added |
| Nikulski Financial, Inc. | 11,014 | $1.95M | 0.91% | +409+3.9% | Added |
| Grandview Asset Management LLC | 11,058 | $1.94M | 1.07% | −684−5.8% | Reduced |
| Clear Perspective Advisors, LLC | 11,057 | $1.94M | 0.68% | +638+6.1% | Added |
| Golden State Wealth Management, LLC | 11,057 | $1.94M | 0.43% | +4,123+59.5% | Added |
| Corrado Advisors, LLC | 11,035 | $1.94M | 1.20% | −358−3.1% | Reduced |
| Cascade Investment Advisors, Inc. | 10,965 | $1.93M | 1.21% | −68−0.6% | Reduced |
| Bogart Wealth, LLC | 10,965 | $1.93M | 0.21% | +1,913+21.1% | Added |
| First Quadrant L P | 10,919 | $1.92M | 0.22% | −1,435−11.6% | Reduced |
| Xcel Wealth Management, LLC | 10,916 | $1.92M | 0.58% | +3,416+45.5% | Added |
| Wright Investors Service Inc | 10,891 | $1.91M | 0.52% | −2,694−19.8% | Reduced |
| Peoples Financial Services Corp. | 10,886 | $1.91M | 0.80% | −180−1.6% | Reduced |
| CoreFirst Bank & Trust | 10,879 | $1.91M | 1.30% | −421−3.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,869 | $1.91M | 0.12% | +1,282+13.4% | Added |
| Miracle Mile Advisors, LLC | 10,860 | $1.91M | 0.10% | −1,478−12.0% | Reduced |
| Waterfront Wealth Inc. | 10,847 | $1.91M | 0.90% | −40−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,852 | $1.91M | 0.45% | +1,737+19.1% | Added |
| Nicolet Bankshares Inc | 10,834 | $1.90M | 0.50% | +255+2.4% | Added |
| Berman Capital Advisors, LLC | 10,815 | $1.90M | 0.30% | −461−4.1% | Reduced |
| Old Port Advisors | 10,307 | $1.89M | 0.68% | −1,329−11.4% | Reduced |
| RSM US Wealth Management LLC | 10,751 | $1.89M | 0.10% | +1,709+18.9% | Added |
| Qtron Investments LLC | 10,749 | $1.89M | 0.48% | −583−5.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 10,706 | $1.88M | 1.20% | −118−1.1% | Reduced |
| Hallmark Capital Management Inc | 10,706 | $1.88M | 0.16% | +267+2.6% | Added |
| Zevenbergen Capital Investments LLC | 10,689 | $1.88M | 0.03% | +925+9.5% | Added |
| Legacy Wealth Management, LLC | 10,680 | $1.88M | 1.04% | −307−2.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,681 | $1.88M | 0.13% | +80+0.8% | Added |
| Archer Investment Corp | 10,677 | $1.88M | 0.74% | +7+0.1% | Added |
| Clear Harbor Asset Management, LLC | 10,644 | $1.87M | 0.23% | +602+6.0% | Added |
| Trustcore Financial Services, LLC | 10,641 | $1.87M | 0.20% | −118−1.1% | Reduced |
| Front Row Advisors LLC | 10,791 | $1.87M | 0.77% | +2,471+29.7% | Added |
| WESCAP Management Group, Inc. | 10,630 | $1.87M | 0.54% | +45+0.4% | Added |
| Dimension Capital Management LLC | 10,632 | $1.87M | 0.41% | −2,204−17.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 10,617 | $1.87M | 0.10% | +235+2.3% | Added |
| Allegiant Private Advisors, LLC | 10,584 | $1.86M | 0.30% | −296−2.7% | Reduced |
| Oxbow Advisors, LLC | 10,578 | $1.86M | 0.19% | +173+1.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,546 | $1.85M | 0.45% | +253+2.5% | Added |
| Capital One Financial Corp | 10,535 | $1.85M | 0.22% | +405+4.0% | Added |
| Garrison Point Advisors, LLC | 10,529 | $1.85M | 1.33% | −39−0.4% | Reduced |
| Jump Financial, LLC | 10,516 | $1.85M | 0.18% | −8,264−44.0% | Reduced |
| Prestige Wealth Management Group LLC | 10,510 | $1.85M | 0.49% | −1,598−13.2% | Reduced |
| Sippican Capital Advisors | 10,496 | $1.84M | 1.61% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 10,496 | $1.84M | 0.28% | −15−0.1% | Reduced |
| Main Street Financial Solutions, LLC | 10,492 | $1.84M | 0.30% | +509+5.1% | Added |
| Cary Street Partner Investment Advisory LLC | 10,472 | $1.84M | 0.59% | +4,784+84.1% | Added |
| Visionary Wealth Advisors | 10,456 | $1.84M | 0.18% | −79−0.7% | Reduced |
| New England Research & Management, Inc. | 10,455 | $1.84M | 0.95% | +4,790+84.6% | Added |
| Element Pointe Advisors, LLC | 10,385 | $1.84M | 0.56% | +1,217+13.3% | Added |
| Baldwin Brothers Inc | 10,436 | $1.83M | 0.20% | 00.0% | Unchanged |
| Successful Portfolios LLC | 10,429 | $1.83M | 1.11% | +456+4.6% | Added |
| Outfitter Financial LLC | 10,390 | $1.83M | 1.40% | −145−1.4% | Reduced |
| Hendley & Co Inc | 10,365 | $1.82M | 0.61% | −120−1.1% | Reduced |
| Spouting Rock Asset Management, LLC | 10,346 | $1.82M | 0.56% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,324 | $1.81M | 0.20% | −910−8.1% | Reduced |
| Financial Management Network Inc | 10,242 | $1.81M | 0.92% | 00.0% | Unchanged |
| Claro Advisors LLC | 10,317 | $1.81M | 0.82% | +284+2.8% | Added |
| Buffington Mohr McNeal | 10,282 | $1.81M | 0.35% | −485−4.5% | Reduced |
| Piscataqua Savings Bank | 10,253 | $1.80M | 1.54% | −6−0.1% | Reduced |
| ZWJ Investment Counsel Inc | 10,187 | $1.79M | 0.10% | +1,961+23.8% | Added |
| Hamilton Wealth, LLC | 10,178 | $1.79M | 0.83% | +134+1.3% | Added |
| Abacus Planning Group, Inc. | 10,175 | $1.79M | 0.55% | −1,483−12.7% | Reduced |
| Alta Wealth Advisors LLC | 10,173 | $1.79M | 1.31% | +1,586+18.5% | Added |
| Mattern Wealth Management LLC | 9,961 | $1.79M | 0.57% | +1,693+20.5% | Added |
| Caliber Wealth Management, LLC | 10,130 | $1.78M | 1.26% | +15+0.1% | Added |
| Lake Street Advisors Group, LLC | 9,935 | $1.78M | 0.13% | +59+0.6% | Added |
| IVC Wealth Advisors LLC | 10,069 | $1.77M | 1.24% | −226−2.2% | Reduced |
| WT Wealth Management | 10,066 | $1.77M | 0.72% | +693+7.4% | Added |
| Benedetti & Gucer, Inc. | 10,053 | $1.77M | 1.59% | −230−2.2% | Reduced |