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 |
|---|---|---|---|---|---|
| Cascadia Advisory Services, LLC | 8,332 | $1.46M | 0.32% | −569−6.4% | Reduced |
| Sofos Investments, Inc. | 7,323 | $1.46M | 0.67% | +655+9.8% | Added |
| Deseret Mutual Benefit Administrators | 8,311 | $1.46M | 0.35% | +8,311 | New |
| Financial Advisory Service, Inc. | 8,297 | $1.46M | 0.14% | +862+11.6% | Added |
| Gries Financial LLC | 8,423 | $1.45M | 0.47% | +247+3.0% | Added |
| Parisi Gray Wealth Management | 8,274 | $1.45M | 0.53% | +1,692+25.7% | Added |
| Seelaus Asset Management LLC | 8,268 | $1.45M | 0.85% | −100−1.2% | Reduced |
| Hanson & Doremus Investment Management | 11,702 | $1.45M | 0.43% | −3,117−21.0% | Reduced |
| Almanack Investment Partners, LLC. | 8,251 | $1.45M | 0.14% | −1,143−12.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,240 | $1.45M | 0.08% | −44−0.5% | Reduced |
| Woodmont Investment Counsel LLC | 8,169 | $1.44M | 0.23% | +225+2.8% | Added |
| Liberty Wealth Management LLC | 8,032 | $1.44M | 0.56% | +237+3.0% | Added |
| Annapolis Financial Services, LLC | 8,140 | $1.43M | 0.48% | +147+1.8% | Added |
| Decatur Capital Management, Inc. | 8,133 | $1.43M | 0.45% | 00.0% | Unchanged |
| JBJ Investment Partners, LLC | 8,099 | $1.42M | 0.29% | −140−1.7% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 8,102 | $1.42M | 2.12% | +8,102 | New |
| Accredited Investors Inc. | 8,095 | $1.42M | 0.15% | +78+1.0% | Added |
| TRUE Private Wealth Advisors | 8,055 | $1.42M | 0.21% | −183−2.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 8,048 | $1.41M | 1.01% | +5,633+233.3% | Added |
| Schulhoff & Co Inc | 8,041 | $1.41M | 0.62% | +25+0.3% | Added |
| Gradient Investments LLC | 8,039 | $1.41M | 0.04% | +512+6.8% | Added |
| Chicago Capital, LLC | 7,995 | $1.41M | 0.05% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 7,989 | $1.40M | 0.01% | −1,163−12.7% | Reduced |
| Independence Bank of Kentucky | 7,977 | $1.40M | 0.62% | −650−7.5% | Reduced |
| Abundance Wealth Counselors | 7,960 | $1.40M | 0.36% | +1,118+16.3% | Added |
| Bulltick Wealth Management, LLC | 7,955 | $1.40M | 0.33% | +2,977+59.8% | Added |
| Fiduciary Planning LLC | 7,955 | $1.40M | 1.21% | −3,347−29.6% | Reduced |
| Larson Financial Group LLC | 7,950 | $1.40M | 0.32% | −38−0.5% | Reduced |
| Westfield Capital Management Co LP | 7,931 | $1.39M | 0.01% | +70+0.9% | Added |
| Biltmore Family Office, LLC | 7,918 | $1.39M | 0.40% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 7,919 | $1.39M | 0.22% | +810+11.4% | Added |
| Adviser Investments LLC | 7,896 | $1.39M | 0.10% | +13+0.2% | Added |
| Corsicana & Co. | 7,898 | $1.39M | 0.88% | +7,898 | New |
| Texas Capital Bank Wealth Management Services Inc | 7,879 | $1.39M | 0.17% | +437+5.9% | Added |
| Arthur M. Cohen & Associates, LLC | 7,848 | $1.38M | 0.28% | +866+12.4% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,828 | $1.38M | 0.45% | −30−0.4% | Reduced |
| Roosevelt Investment Group LLC | 7,810 | $1.37M | 0.08% | +1,488+23.5% | Added |
| William Blair Investment Management, LLC | 7,769 | $1.37M | 0.00% | +5,273+211.3% | Added |
| First PREMIER Bank | 7,729 | $1.36M | 0.39% | +663+9.4% | Added |
| Integrated Investment Consultants, LLC | 7,729 | $1.36M | 0.40% | +854+12.4% | Added |
| Providence Wealth Advisors, LLC | 7,683 | $1.36M | 0.93% | +25+0.3% | Added |
| Weaver Consulting Group | 7,702 | $1.35M | 0.76% | +758+10.9% | Added |
| AIA Group Ltd | 7,790 | $1.35M | 0.09% | +6,704+617.3% | Added |
| Gables Capital Management Inc. | 7,651 | $1.34M | 0.92% | −3,290−30.1% | Reduced |
| Lake Street Financial LLC | 7,578 | $1.34M | 0.34% | +377+5.2% | Added |
| KG&L Capital Management,LLC | 7,610 | $1.34M | 0.61% | +3,932+106.9% | Added |
| Citizens & Northern Corp | 7,602 | $1.34M | 0.50% | −359−4.5% | Reduced |
| Palumbo Wealth Management LLC | 7,595 | $1.33M | 0.90% | −23−0.3% | Reduced |
| Ballast, Inc. | 7,597 | $1.33M | 0.56% | +922+13.8% | Added |
| New World Advisors LLC | 7,595 | $1.33M | 0.90% | +7,595 | New |
| Alaethes Wealth LLC | 7,575 | $1.33M | 1.03% | +396+5.5% | Added |
| Apriem Advisors | 7,569 | $1.33M | 0.20% | −65−0.9% | Reduced |
| WealthTrust Axiom LLC | 7,561 | $1.33M | 0.43% | −510−6.3% | Reduced |
| Merrion Investment Management Co, LLC | 7,561 | $1.33M | 1.01% | 00.0% | Unchanged |
| BCK Capital Management LP | 7,537 | $1.32M | 0.66% | −13,998−65.0% | Reduced |
| Detalus Advisors, LLC | 7,541 | $1.32M | 0.71% | +12+0.2% | Added |
| Sunflower Bank, N.A. | 7,539 | $1.32M | 0.20% | +676+9.8% | Added |
| SNS Financial Group, LLC | 7,524 | $1.32M | 0.17% | −14,993−66.6% | Reduced |
| Saybrook Capital | 7,506 | $1.32M | 0.36% | +106+1.4% | Added |
| Minot Wealth Management LLC | 7,177 | $1.32M | 0.29% | −13,941−66.0% | Reduced |
| Gleason Group, Inc. | 7,492 | $1.32M | 0.48% | 00.0% | Unchanged |
| Capital Management Associates | 7,492 | $1.32M | 1.26% | +1,215+19.4% | Added |
| FLC Capital Advisors | 7,475 | $1.31M | 0.39% | −381−4.8% | Reduced |
| Excalibur Management Corp | 7,477 | $1.31M | 0.60% | −24−0.3% | Reduced |
| Capital Wealth Alliance, LLC | 7,592 | $1.31M | 0.84% | +524+7.4% | Added |
| Hayek Kallen Investment Management | 7,467 | $1.31M | 0.55% | 00.0% | Unchanged |
| Arnhold LLC | 7,464 | $1.31M | 0.15% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,467 | $1.31M | 0.43% | +1,616+27.6% | Added |
| Foundations Investment Advisors, LLC | 7,403 | $1.31M | 0.06% | +247+3.5% | Added |
| Matrix Private Capital Group LLC | 7,454 | $1.31M | 0.72% | −189−2.5% | Reduced |
| Insight Wealth Strategies, LLC | 7,446 | $1.31M | 0.19% | −786−9.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 7,446 | $1.31M | 0.50% | +234+3.2% | Added |
| Greystone Financial Group, LLC | 7,426 | $1.30M | 0.32% | +12+0.2% | Added |
| Chelsea Counsel Co | 7,397 | $1.30M | 0.60% | −16−0.2% | Reduced |
| Fca Corp | 7,349 | $1.29M | 0.37% | −3,850−34.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,321 | $1.29M | 0.38% | +70+1.0% | Added |
| Fulton Breakefield Broenniman LLC | 7,308 | $1.28M | 0.11% | −45−0.6% | Reduced |
| RMB Capital Management, LLC | 7,291 | $1.28M | 0.04% | +43+0.6% | Added |
| Financial Partners Capital Management LLC | 7,293 | $1.28M | 0.24% | 00.0% | Unchanged |
| Bray Capital Advisors | 7,282 | $1.28M | 0.33% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 7,281 | $1.28M | 0.74% | +165+2.3% | Added |
| PBMares Wealth Management LLC | 7,252 | $1.27M | 0.69% | +5+0.1% | Added |
| Ipswich Investment Management Co., Inc. | 7,255 | $1.27M | 0.33% | +240+3.4% | Added |
| Telemetry Investments, L.L.C. | 7,250 | $1.27M | 1.77% | −1,250−14.7% | Reduced |
| Old Mission Investment Co LLC | 7,243 | $1.27M | 0.52% | +1,125+18.4% | Added |
| Benedict Financial Advisors Inc | 7,245 | $1.27M | 0.35% | +2,295+46.4% | Added |
| 9258 Wealth Management, LLC | 7,205 | $1.27M | 0.34% | −39−0.5% | Reduced |
| Berkeley Capital Partners, LLC | 7,182 | $1.26M | 0.56% | −369−4.9% | Reduced |
| Resource Management, LLC | 7,161 | $1.26M | 0.14% | −2,296−24.3% | Reduced |
| Renasant Bank | 7,156 | $1.26M | 0.95% | −1,036−12.6% | Reduced |
| Proffitt & Goodson Inc | 7,153 | $1.26M | 0.23% | −138−1.9% | Reduced |
| Octavia Wealth Advisors, LLC | 7,143 | $1.26M | 0.33% | +1,008+16.4% | Added |
| Crew Capital Management, Ltd. | 7,142 | $1.25M | 1.17% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 7,098 | $1.25M | 0.15% | +786+12.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 7,081 | $1.25M | 0.45% | +677+10.6% | Added |
| Bond & Devick Financial Network, Inc. | 7,073 | $1.24M | 1.03% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 7,054 | $1.24M | 1.27% | −1,024−12.7% | Reduced |
| LifeSteps Financial, Inc. | 7,050 | $1.24M | 0.95% | +722+11.4% | Added |
| Private Portfolio Partners LLC | 7,044 | $1.24M | 0.36% | +368+5.5% | Added |
| Legacy Bridge, LLC | 7,046 | $1.24M | 0.70% | −100−1.4% | Reduced |