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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 10,052 | $1.77M | 0.14% | −74−0.7% | Reduced |
| Tempus Wealth Planning, LLC | 10,036 | $1.76M | 1.17% | +10,036 | New |
| TriaGen Wealth Management LLC | 10,003 | $1.76M | 0.91% | +35+0.4% | Added |
| Baldwin Investment Management, LLC | 9,996 | $1.76M | 0.30% | −640−6.0% | Reduced |
| Oxford Financial Group Ltd | 9,974 | $1.75M | 0.24% | +575+6.1% | Added |
| Investment Advisory Services Inc | 9,963 | $1.75M | 1.08% | +9,963 | New |
| Financial Architects, Inc | 9,953 | $1.75M | 0.25% | +65+0.7% | Added |
| Boothbay Fund Management, LLC | 9,883 | $1.74M | 0.07% | −21,920−68.9% | Reduced |
| Coastal Bridge Advisors, LLC | 9,863 | $1.73M | 0.36% | +66+0.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 9,864 | $1.73M | 1.29% | +9,864 | New |
| IMA Wealth, Inc. | 9,858 | $1.73M | 0.40% | −332−3.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 9,856 | $1.73M | 0.14% | +450+4.8% | Added |
| Magnetar Financial LLC | 9,823 | $1.73M | 0.02% | +2,455+33.3% | Added |
| Bank Ozk | 9,793 | $1.72M | 0.76% | +732+8.1% | Added |
| Cypress Capital, LLC | 9,788 | $1.72M | 1.68% | +1,024+11.7% | Added |
| Old Point Trust & Financial Services N A | 9,707 | $1.71M | 0.75% | −76−0.8% | Reduced |
| Holderness Investments Co | 9,670 | $1.70M | 0.56% | +25+0.3% | Added |
| Focus Financial Network, Inc. | 9,641 | $1.69M | 0.23% | +95+1.0% | Added |
| Joseph P. Lucia & Associates, LLC | 9,607 | $1.69M | 1.01% | −896−8.5% | Reduced |
| SFMG, LLC | 9,612 | $1.69M | 0.19% | +284+3.0% | Added |
| Modera Wealth Management, LLC | 9,587 | $1.69M | 0.09% | +54+0.6% | Added |
| Van Hulzen Asset Management, LLC | 9,557 | $1.68M | 0.25% | −100−1.0% | Reduced |
| WealthPLAN Partners, LLC | 9,413 | $1.68M | 0.12% | +221+2.4% | Added |
| Capital Financial Planning, LLC | 9,523 | $1.67M | 0.65% | +272+2.9% | Added |
| Mitchell Sinkler & Starr | 9,515 | $1.67M | 1.52% | −335−3.4% | Reduced |
| Virtue Capital Management, LLC | 9,506 | $1.67M | 0.33% | +45+0.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 9,498 | $1.67M | 1.28% | +178+1.9% | Added |
| Jarislowsky, Fraser Ltd | 9,501 | $1.67M | 0.01% | +2,693+39.6% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 9,571 | $1.67M | 0.22% | +422+4.6% | Added |
| Southeast Asset Advisors Inc. | 9,475 | $1.67M | 0.27% | +1,000+11.8% | Added |
| Zions Bancorporation, N.A. | 9,465 | $1.66M | 0.17% | −75−0.8% | Reduced |
| Monterey Private Wealth, Inc. | 9,426 | $1.66M | 0.95% | +547+6.2% | Added |
| Laffer Tengler Investments | 9,403 | $1.65M | 0.62% | −2,155−18.6% | Reduced |
| StoneX Group Inc. | 9,391 | $1.65M | 0.24% | +420+4.7% | Added |
| Nadler Financial Group, Inc. | 9,388 | $1.65M | 0.27% | +65+0.7% | Added |
| McKinley Carter Wealth Services, Inc. | 9,356 | $1.64M | 0.14% | −16−0.2% | Reduced |
| Certified Advisory Corp | 9,328 | $1.64M | 0.41% | +87+0.9% | Added |
| King Wealth | 9,326 | $1.64M | 0.34% | +527+6.0% | Added |
| BNC Wealth Management, LLC | 9,322 | $1.64M | 0.99% | +760+8.9% | Added |
| Armstrong Henry H Associates Inc | 9,315 | $1.64M | 0.19% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 9,308 | $1.64M | 0.29% | +295+3.3% | Added |
| Sawtooth Solutions, LLC | 9,309 | $1.64M | 0.32% | +1,132+13.8% | Added |
| Executive Wealth Management, LLC | 9,307 | $1.64M | 0.18% | +284+3.1% | Added |
| Kensington Investment Counsel, LLC | 9,270 | $1.63M | 1.12% | +140+1.5% | Added |
| David Loasby | 9,270 | $1.63M | 0.21% | +267+3.0% | Added |
| B. Riley Wealth Management, Inc. | 9,243 | $1.63M | 0.18% | −2,864−23.7% | Reduced |
| Northstar Advisory Group, LLC | 9,242 | $1.62M | 1.02% | −4,596−33.2% | Reduced |
| United Bank | 9,240 | $1.62M | 1.09% | −371−3.9% | Reduced |
| Hamel Associates, Inc. | 9,217 | $1.62M | 0.62% | 00.0% | Unchanged |
| RFG Advisory, LLC | 9,188 | $1.61M | 0.14% | +112+1.2% | Added |
| Wealth Alliance | 9,186 | $1.61M | 0.38% | +288+3.2% | Added |
| First Dallas Securities Inc. | 9,169 | $1.61M | 1.06% | −241−2.6% | Reduced |
| Mayflower Financial Advisors, LLC | 9,135 | $1.61M | 0.22% | +114+1.3% | Added |
| Beacon Financial Group | 9,088 | $1.61M | 0.23% | +2,398+35.8% | Added |
| Harvey Capital Management Inc | 9,096 | $1.60M | 0.53% | −65−0.7% | Reduced |
| Stockman Wealth Management, Inc. | 9,064 | $1.59M | 0.38% | +45+0.5% | Added |
| Angeles Investment Advisors, LLC | 9,051 | $1.59M | 0.10% | −1,285−12.4% | Reduced |
| Northeast Financial Group, Inc. | 9,049 | $1.59M | 1.04% | +2,400+36.1% | Added |
| ARGI Investment Services, LLC | 9,039 | $1.59M | 0.05% | +461+5.4% | Added |
| Calton & Associates, Inc. | 9,000 | $1.58M | 0.30% | −836−8.5% | Reduced |
| Meridian Financial Partners LLC | 8,954 | $1.58M | 1.08% | +97+1.1% | Added |
| Barbara Oil Co. | 9,000 | $1.58M | 0.73% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 8,998 | $1.58M | 0.31% | +930+11.5% | Added |
| Ulysses Management LLC | 9,000 | $1.58M | 0.27% | +9,000 | New |
| Ascent Wealth Partners, LLC | 8,988 | $1.58M | 0.30% | −374−4.0% | Reduced |
| Elmwood Wealth Management, Inc. | 8,984 | $1.58M | 0.83% | +3,887+76.3% | Added |
| Aberdeen Wealth Management LLC | 8,979 | $1.58M | 1.45% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 8,965 | $1.58M | 0.80% | +112+1.3% | Added |
| Dearborn Partners LLC | 8,951 | $1.57M | 0.06% | −26−0.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,900 | $1.56M | 0.87% | +500+6.0% | Added |
| Cavalier Investments, LLC | 8,881 | $1.56M | 0.56% | 00.0% | Unchanged |
| Pflug Koory, LLC | 8,879 | $1.56M | 0.82% | 00.0% | Unchanged |
| 20/20 Capital Management, Inc. | 8,781 | $1.54M | 0.40% | +592+7.2% | Added |
| Bramshill Investments, LLC | 8,773 | $1.54M | 0.12% | +751+9.4% | Added |
| Twin Lakes Capital Management, LLC | 8,704 | $1.53M | 0.85% | +232+2.7% | Added |
| Lakeview Capital Partners, LLC | 8,691 | $1.53M | 0.67% | −1,966−18.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 8,661 | $1.52M | 0.37% | −305−3.4% | Reduced |
| Wolf Group Capital Advisors | 8,638 | $1.52M | 0.81% | +22+0.3% | Added |
| Aureus Asset Management, LLC | 8,636 | $1.52M | 0.10% | +4,821+126.4% | Added |
| Royal Harbor Partners, LLC | 8,627 | $1.52M | 1.01% | +252+3.0% | Added |
| Aries Wealth Management | 8,621 | $1.51M | 0.65% | +65+0.8% | Added |
| Trust Investment Advisors | 8,612 | $1.51M | 1.34% | +280+3.4% | Added |
| Family Legacy, Inc. | 8,628 | $1.51M | 0.67% | +666+8.4% | Added |
| Salvus Wealth Management, LLC | 8,503 | $1.51M | 1.27% | +139+1.7% | Added |
| Highland Private Wealth Management | 8,504 | $1.49M | 0.22% | +218+2.6% | Added |
| blooom, inc. | 8,516 | $1.49M | 1.12% | +1,089+14.7% | Added |
| Marcum Wealth, LLC | 8,487 | $1.49M | 0.24% | −681−7.4% | Reduced |
| Global Financial Private Client, LLC | 8,397 | $1.49M | 0.83% | +739+9.7% | Added |
| Manchester Capital Management LLC | 8,468 | $1.49M | 0.20% | −11−0.1% | Reduced |
| Capital Wealth Planning, LLC | 8,448 | $1.49M | 0.04% | +135+1.6% | Added |
| Archford Capital Strategies, LLC | 8,441 | $1.48M | 0.37% | +121+1.5% | Added |
| White Pine Capital LLC | 8,420 | $1.48M | 0.44% | −312−3.6% | Reduced |
| BCJ Capital Management, LLC | 8,428 | $1.48M | 0.16% | +213+2.6% | Added |
| Atticus Wealth Management, LLC | 8,391 | $1.48M | 0.64% | −189−2.2% | Reduced |
| Prostatis Group LLC | 8,391 | $1.47M | 1.01% | +1,686+25.1% | Added |
| Sierra Capital LLC | 8,382 | $1.47M | 0.27% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 8,360 | $1.47M | 0.06% | −1,074−11.4% | Reduced |
| Congress Park Capital LLC | 8,358 | $1.47M | 0.74% | +656+8.5% | Added |
| Pallas Capital Advisors LLC | 8,504 | $1.47M | 0.21% | +3,640+74.8% | Added |
| Mainstay Capital Management LLC | 8,329 | $1.46M | 0.34% | −639−7.1% | Reduced |