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 |
|---|---|---|---|---|---|
| Peterson Wealth Management | 5,968 | $1.05M | 0.83% | +4,483+301.9% | Added |
| TCI Wealth Advisors, Inc. | 5,943 | $1.04M | 0.18% | +40+0.7% | Added |
| Peachtree Investment Partners, LLC | 5,929 | $1.04M | 0.51% | −1,235−17.2% | Reduced |
| Thompson Investment Management, Inc. | 5,928 | $1.04M | 0.15% | −580−8.9% | Reduced |
| Derbend Asset Management | 5,908 | $1.04M | 0.97% | +5,908 | New |
| XML Financial, LLC | 5,877 | $1.03M | 0.23% | −1,326−18.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 5,876 | $1.03M | 0.37% | −422−6.7% | Reduced |
| Barton Investment Management | 5,879 | $1.03M | 0.08% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 5,877 | $1.03M | 0.59% | +427+7.8% | Added |
| MCF Advisors LLC | 5,870 | $1.03M | 0.11% | −639−9.8% | Reduced |
| IFG Advisors, LLC | 5,869 | $1.03M | 0.49% | +211+3.7% | Added |
| Global Strategic Investment Solutions, LLC | 5,854 | $1.03M | 0.17% | −3,112−34.7% | Reduced |
| Laird Norton Trust Company, LLC | 5,815 | $1.02M | 0.11% | −1,749−23.1% | Reduced |
| Baystate Wealth Management LLC | 5,812 | $1.02M | 0.10% | +107+1.9% | Added |
| Summit Trail Advisors, LLC | 5,813 | $1.02M | 0.09% | +165+2.9% | Added |
| Newbridge Financial Services Group, Inc. | 5,812 | $1.02M | 0.63% | +818+16.4% | Added |
| Wilkins Investment Counsel Inc | 5,800 | $1.02M | 0.25% | 00.0% | Unchanged |
| Engine No. 1 LLC | 5,800 | $1.02M | 0.28% | +5,800 | New |
| Connecticut Wealth Management, LLC | 5,793 | $1.02M | 0.09% | −1,454−20.1% | Reduced |
| DF Dent & Co Inc | 5,791 | $1.02M | 0.01% | −1,257−17.8% | Reduced |
| First Command Bank | 5,783 | $1.02M | 0.11% | +279+5.1% | Added |
| First Command Financial Services, Inc. | 5,783 | $1.02M | 0.11% | +279+5.1% | Added |
| Smithbridge Asset Management Inc | 5,783 | $1.02M | 0.33% | +511+9.7% | Added |
| TrinityPoint Wealth, LLC | 5,776 | $1.01M | 0.21% | +18+0.3% | Added |
| Legato Capital Management LLC | 5,762 | $1.01M | 0.14% | +5,762 | New |
| Kercheville Advisors, LLC | 5,753 | $1.01M | 0.47% | +175+3.1% | Added |
| Occudo Quantitative Strategies LP | 5,752 | $1.01M | 0.15% | +5,752 | New |
| Evermay Wealth Management LLC | 5,740 | $1.01M | 0.19% | −120−2.0% | Reduced |
| PDS Planning, Inc | 5,726 | $1.01M | 0.25% | +641+12.6% | Added |
| Center for Financial Planning, Inc. | 5,698 | $1.00M | 0.25% | +1,119+24.4% | Added |
| WealthShield Partners, LLC | 5,691 | $1.00M | 0.16% | +51+0.9% | Added |
| West Family Investments, Inc. | 5,664 | $996.0K | 0.28% | +5,664 | New |
| Capital City Trust Co | 5,652 | $994.0K | 0.30% | −82−1.4% | Reduced |
| Grace Capital | 5,654 | $993.0K | 0.66% | −342−5.7% | Reduced |
| Alphasimplex Group, LLC | 5,647 | $993.0K | 0.50% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 5,590 | $991.0K | 0.33% | −1,357−19.5% | Reduced |
| Cape Ann Savings Bank | 5,637 | $991.0K | 0.63% | +21+0.4% | Added |
| Cardinal Strategic Wealth Guidance | 5,646 | $990.0K | 0.52% | −52−0.9% | Reduced |
| First National Bank of South Miami | 5,633 | $990.0K | 0.68% | +499+9.7% | Added |
| Doliver Advisors, LP | 5,630 | $990.0K | 0.33% | +1,015+22.0% | Added |
| Foresight Wealth Management, LLC | 5,622 | $988.0K | 0.42% | +155+2.8% | Added |
| WNY Asset Management, LLC | 5,598 | $987.0K | 0.35% | −154−2.7% | Reduced |
| Wealth Management Partners, LLC | 5,617 | $987.0K | 0.69% | +124+2.3% | Added |
| Lehman & Derafelo Financial Resources LLC | 5,607 | $986.0K | 0.27% | +55+1.0% | Added |
| Granger Management LLC | 5,606 | $985.0K | 0.20% | +84+1.5% | Added |
| Secure Asset Management, LLC | 5,587 | $982.0K | 0.50% | +328+6.2% | Added |
| Evolution Wealth Advisors, LLC | 5,578 | $980.0K | 0.20% | −255−4.4% | Reduced |
| O'Dell Group, LLC | 5,571 | $979.0K | 0.31% | −445−7.4% | Reduced |
| Horizon Investment Services, LLC | 5,568 | $979.0K | 0.48% | −163−2.8% | Reduced |
| Accretive Wealth Partners, LLC | 5,566 | $978.0K | 0.71% | +974+21.2% | Added |
| Wealthquest Corp | 5,555 | $976.0K | 0.17% | +79+1.4% | Added |
| Clare Market Investments LLC | 5,539 | $973.6K | 0.31% | −4,907−47.0% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,537 | $973.0K | 0.61% | −176−3.1% | Reduced |
| West Chester Capital Advisors, Inc | 5,530 | $972.0K | 0.76% | −1,222−18.1% | Reduced |
| Pinnacle Bancorp, Inc. | 5,500 | $967.0K | 0.44% | +737+15.5% | Added |
| Wealth Quarterback LLC | 5,502 | $967.0K | 0.59% | +5,502 | New |
| Lineweaver Wealth Advisors, LLC | 5,494 | $965.0K | 0.32% | +105+1.9% | Added |
| PNC Managed Account Solutions, Inc. | 5,489 | $965.0K | 0.19% | +5,489 | New |
| Summit Financial Strategies, Inc. | 5,473 | $962.0K | 0.20% | +1,616+41.9% | Added |
| Sigma Investment Counselors Inc | 5,468 | $961.0K | 0.07% | +147+2.8% | Added |
| Knowledge Leaders Capital, LLC | 5,460 | $960.0K | 0.64% | +5,460 | New |
| InTrack Investment Management Inc | 5,517 | $958.0K | 0.75% | +4,000+263.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,429 | $954.0K | 0.42% | −16−0.3% | Reduced |
| MTM Investment Management, LLC | 5,426 | $954.0K | 0.50% | 00.0% | Unchanged |
| First Personal Financial Services | 5,414 | $952.0K | 0.24% | +285+5.6% | Added |
| Financial Perspectives, Inc | 5,411 | $951.1K | 0.46% | −993,024−99.5% | Reduced |
| Boit C F David | 5,400 | $949.0K | 0.72% | +5,400 | New |
| Assenagon Asset Management S.A. | 5,383 | $946.0K | 0.00% | −2,009,958−99.7% | Reduced |
| Paragon Capital Management Ltd | 5,379 | $946.0K | 0.44% | 00.0% | Unchanged |
| LCM Capital Management Inc | 5,379 | $945.0K | 0.79% | −16−0.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,371 | $944.0K | 0.11% | +211+4.1% | Added |
| Neumann Capital Management, LLC | 5,364 | $943.0K | 0.42% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 5,359 | $942.0K | 0.38% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 5,333 | $937.0K | 0.75% | +738+16.1% | Added |
| Close Asset Management Ltd | 5,318 | $935.0K | 0.04% | +28+0.5% | Added |
| TSFG, LLC | 5,312 | $934.0K | 0.38% | +36+0.7% | Added |
| Plancorp, LLC | 5,302 | $932.0K | 0.07% | +12+0.2% | Added |
| Reitz Capital Advisors LLC | 5,302 | $932.0K | 0.66% | +34+0.6% | Added |
| Foster Group, Inc. | 5,303 | $932.0K | 0.11% | +133+2.6% | Added |
| Claraphi Advisory Network, LLC | 5,298 | $931.0K | 0.28% | −4,469−45.8% | Reduced |
| Golden Green, Inc. | 5,291 | $930.0K | 0.71% | +36+0.7% | Added |
| Orca Investment Management, LLC | 5,293 | $930.0K | 0.84% | +522+10.9% | Added |
| USA Financial Portformulas Corp | 5,287 | $929.0K | 0.78% | −1,203−18.5% | Reduced |
| SkyView Investment Advisors, LLC | 5,031 | $928.0K | 0.43% | 00.0% | Unchanged |
| Standard Family Office LLC | 5,280 | $928.0K | 0.19% | +455+9.4% | Added |
| Paradigm Financial Advisors, LLC | 5,250 | $923.0K | 0.21% | +45+0.9% | Added |
| Acorn Wealth Advisors, LLC | 5,233 | $920.0K | 0.64% | −93−1.7% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,222 | $918.0K | 0.01% | +20+0.4% | Added |
| KCS Wealth Advisory | 5,214 | $916.0K | 0.43% | −135−2.5% | Reduced |
| Old North State Trust, LLC | 5,183 | $911.0K | 0.69% | +632+13.9% | Added |
| Cedar Brook Financial Partners, LLC | 5,177 | $910.0K | 0.26% | +192+3.9% | Added |
| PFG Advisors | 5,177 | $910.0K | 0.10% | +434+9.2% | Added |
| Vigilant Capital Management, LLC | 5,176 | $910.0K | 0.07% | +1,260+32.2% | Added |
| Game Plan Financial Advisors, LLC | 5,166 | $908.0K | 0.54% | +5,166 | New |
| Oarsman Capital, Inc. | 5,144 | $904.0K | 0.36% | +325+6.7% | Added |
| Columbia Trust Co 01012016 | 5,131 | $902.0K | 0.51% | −258−4.8% | Reduced |
| 1776 Wealth LLC | 5,133 | $902.0K | 0.51% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,117 | $899.0K | 0.28% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 5,112 | $899.0K | 0.46% | +27+0.5% | Added |
| Green Harvest Asset Management LLC | 5,109 | $898.0K | 0.17% | 00.0% | Unchanged |