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 |
|---|---|---|---|---|---|
| Premier Asset Management LLC | 5,105 | $897.0K | 0.13% | −200−3.8% | Reduced |
| Fortem Financial Group, LLC | 5,106 | $897.0K | 0.45% | +82+1.6% | Added |
| Greatmark Investment Partners, Inc. | 5,095 | $896.0K | 0.16% | 00.0% | Unchanged |
| McLean Asset Management Corp | 4,995 | $896.0K | 0.40% | −4−0.1% | Reduced |
| Tiemann Investment Advisors, LLC | 5,083 | $893.0K | 0.42% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,084 | $893.0K | 0.08% | +125+2.5% | Added |
| Platte River Wealth Advisors, LLC | 5,076 | $892.0K | 0.34% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 5,065 | $890.0K | 0.83% | +83+1.7% | Added |
| Avenir Corp | 5,062 | $890.0K | 0.07% | +1,694+50.3% | Added |
| Sterling Investment Management, Inc. | 5,060 | $889.0K | 0.58% | −658−11.5% | Reduced |
| S.E.E.D. Planning Group LLC | 5,051 | $888.0K | 0.44% | −81−1.6% | Reduced |
| Ellis Investment Partners, LLC | 5,046 | $887.0K | 0.23% | −10.0% | Reduced |
| Sun Life Financial INC | 5,021 | $883.0K | 0.04% | −1,237−19.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,011 | $881.0K | 0.00% | +300+6.4% | Added |
| MONECO Advisors, LLC | 4,995 | $878.0K | 0.40% | +550+12.4% | Added |
| Auxano Advisors, LLC | 4,981 | $876.0K | 0.40% | +419+9.2% | Added |
| Regent Peak Wealth Advisors LLC | 4,969 | $875.0K | 0.24% | −4−0.1% | Reduced |
| Klingman & Associates, LLC | 4,960 | $872.0K | 0.08% | −26−0.5% | Reduced |
| PAX Financial Group, LLC | 4,959 | $872.0K | 0.22% | +495+11.1% | Added |
| Birinyi Associates Inc | 4,950 | $870.0K | 0.30% | +150+3.1% | Added |
| Diversified Portfolios, Inc. | 4,952 | $870.0K | 0.33% | +261+5.6% | Added |
| Vivaldi Capital Management, LLC | 4,792 | $868.0K | 0.17% | −2,546−34.7% | Reduced |
| Beacon Financial Advisory LLC | 4,936 | $868.0K | 0.47% | +100+2.1% | Added |
| LGL Partners, LLC | 4,936 | $868.0K | 0.52% | +416+9.2% | Added |
| Brasada Capital Management, LP | 4,935 | $867.0K | 0.17% | −4,320−46.7% | Reduced |
| Gradient Capital Advisors, LLC | 4,934 | $867.0K | 0.41% | −25−0.5% | Reduced |
| Cardan Capital Partners, LLC | 4,913 | $864.0K | 0.10% | −100−2.0% | Reduced |
| Neo Ivy Capital Management | 4,915 | $864.0K | 0.87% | +4,723+2,459.9% | Added |
| Bellecapital International Ltd. | 4,911 | $863.0K | 0.26% | +605+14.1% | Added |
| Altus Wealth Group LLC | 4,887 | $859.0K | 0.84% | +449+10.1% | Added |
| Keystone Wealth Partners | 4,887 | $859.0K | 0.52% | +3,757+332.5% | Added |
| NuWave Investment Management, LLC | 4,883 | $858.0K | 0.95% | +1,007+26.0% | Added |
| Parkside Financial Bank & Trust | 4,866 | $855.0K | 0.25% | −30−0.6% | Reduced |
| RMR Wealth Builders | 4,860 | $854.0K | 0.28% | −3,345−40.8% | Reduced |
| Fosun International Ltd | 4,910 | $854.0K | 0.05% | −2,924−37.3% | Reduced |
| First National Bank of Hutchinson | 4,856 | $854.0K | 0.44% | −965−16.6% | Reduced |
| Bennett Selby Investments LP | 4,845 | $852.0K | 0.58% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 4,842 | $851.0K | 0.02% | +4,842 | New |
| Wolverine Asset Management LLC | 4,840 | $850.0K | 0.01% | +4,840 | New |
| Windsor Capital Management, LLC | 4,830 | $849.0K | 0.28% | −20−0.4% | Reduced |
| Prelude Capital Management, LLC | 4,823 | $848.0K | 0.05% | −24,116−83.3% | Reduced |
| Poehling Capital Management, LLC | 4,822 | $848.0K | 0.27% | −6,365−56.9% | Reduced |
| Thrive Capital Management, LLC | 4,785 | $841.0K | 0.65% | +1,430+42.6% | Added |
| Pacific Center for Financial Services | 4,774 | $839.0K | 0.37% | +23+0.5% | Added |
| Northwest Wealth Management, LLC | 4,768 | $838.0K | 0.44% | +770+19.3% | Added |
| Curated Wealth Partners LLC | 4,760 | $837.0K | 0.46% | +804+20.3% | Added |
| Tectonic Advisors LLC | 4,758 | $836.0K | 0.17% | −1,658−25.8% | Reduced |
| Valmark Advisers, Inc. | 4,756 | $836.0K | 0.02% | +36+0.8% | Added |
| Glen Eagle Advisors, LLC | 4,752 | $835.3K | 0.26% | +367+8.4% | Added |
| Monetary Management Group Inc | 4,750 | $835.0K | 0.25% | 00.0% | Unchanged |
| Affiance Financial, LLC | 4,744 | $834.0K | 0.35% | +908+23.7% | Added |
| Insight Advisors, LLC | 4,736 | $831.0K | 0.26% | −263−5.3% | Reduced |
| Retirement Income Solutions, Inc | 4,730 | $831.0K | 0.28% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 4,729 | $831.0K | 0.31% | +362+8.3% | Added |
| Colonial River Wealth Management, LLC | 4,723 | $830.0K | 0.59% | +43+0.9% | Added |
| Gould Asset Management LLC | 4,715 | $829.0K | 0.24% | +325+7.4% | Added |
| South Street Advisors LLC | 4,710 | $828.0K | 0.15% | +4,710 | New |
| High Pointe Capital Management LLC | 4,705 | $827.0K | 0.65% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 4,696 | $825.0K | 0.71% | −329−6.5% | Reduced |
| Cornerstone National Bank & Trust Co | 4,674 | $821.5K | 0.36% | +289+6.6% | Added |
| SP Asset Management | 4,575 | $821.0K | 0.09% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4,669 | $821.0K | 0.36% | +4,669 | New |
| Gabelli & Co Investment Advisers, Inc. | 4,657 | $819.0K | 0.09% | 00.0% | Unchanged |
| Balentine LLC | 4,658 | $819.0K | 0.03% | +591+14.5% | Added |
| Dorchester Wealth Management Co | 4,655 | $818.0K | 0.19% | −225−4.6% | Reduced |
| Mathes Company, Inc. | 4,650 | $817.0K | 0.29% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 4,605 | $809.0K | 0.37% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 4,579 | $805.0K | 0.36% | +22+0.5% | Added |
| Wealth Advisors of Iowa, LLC | 4,581 | $805.0K | 0.42% | +157+3.5% | Added |
| Burt Wealth Advisors | 4,561 | $802.0K | 0.29% | −43−0.9% | Reduced |
| Segment Wealth Management, LLC | 4,556 | $801.0K | 0.10% | +64+1.4% | Added |
| MEMBERS Trust Co | 4,535 | $797.0K | 0.03% | −26−0.6% | Reduced |
| Corrigan Financial, Inc. | 4,533 | $796.8K | 0.24% | +28+0.6% | Added |
| F/M Investments LLC | 4,544 | $796.0K | 0.63% | +120+2.7% | Added |
| Hixon Zuercher, LLC | 4,518 | $794.0K | 0.48% | +6+0.1% | Added |
| S. R. Schill & Associates | 4,511 | $793.0K | 0.31% | −565−11.1% | Reduced |
| Diversified, LLC | 4,513 | $793.0K | 0.44% | +101+2.3% | Added |
| Hall Kathryn A. | 4,504 | $792.0K | 0.25% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,502 | $791.0K | 0.06% | −39,154−89.7% | Reduced |
| Youngs Advisory Group, Inc. | 4,492 | $790.0K | 0.84% | −69−1.5% | Reduced |
| Creative Financial Designs Inc | 4,490 | $789.0K | 0.14% | +64+1.4% | Added |
| Centric Wealth Management | 4,484 | $788.0K | 0.27% | +829+22.7% | Added |
| Wealth Architects, LLC | 4,460 | $784.0K | 0.15% | +60+1.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 4,457 | $783.0K | 0.49% | +100+2.3% | Added |
| Darwin Advisors, LLC | 4,442 | $781.0K | 0.13% | −82−1.8% | Reduced |
| Triton Wealth Management, PLLC | 4,231 | $780.0K | 0.45% | 00.0% | Unchanged |
| Aufman Associates Inc | 4,433 | $779.0K | 0.60% | −367−7.6% | Reduced |
| Van Leeuwen & Company, LLC | 4,379 | $776.0K | 0.46% | −2,780−38.8% | Reduced |
| Islay Capital Management, LLC | 4,409 | $775.0K | 0.63% | −283−6.0% | Reduced |
| Northside Capital Management, LLC | 4,412 | $775.0K | 0.19% | 00.0% | Unchanged |
| Marotta Asset Management | 4,369 | $774.4K | 0.19% | +150+3.6% | Added |
| Caxton Corp | 4,400 | $773.0K | 0.53% | +1,856+73.0% | Added |
| Formuepleje A/S | 4,378 | $769.5K | 0.03% | −564−11.4% | Reduced |
| MJP Associates Inc | 4,365 | $767.0K | 0.26% | +32+0.7% | Added |
| Clean Yield Group | 4,359 | $766.0K | 0.28% | 00.0% | Unchanged |
| Reik & Co., LLC | 4,353 | $765.0K | 0.20% | +2,595+147.6% | Added |
| First Citizens Financial Corp | 4,342 | $763.0K | 0.58% | −50−1.1% | Reduced |
| First Pacific Advisors, LP | 4,340 | $763.0K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,340 | $763.0K | 0.01% | +2,347+117.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,334 | $762.0K | 0.49% | +59+1.4% | Added |