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 |
|---|---|---|---|---|---|
| Wellspring Financial Advisors, LLC | 4,320 | $759.0K | 0.24% | +294+7.3% | Added |
| Tacita Capital Inc | 4,310 | $758.0K | 0.46% | 00.0% | Unchanged |
| Bruni J V & Co | 4,308 | $757.0K | 0.10% | −38,898−90.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,309 | $757.0K | 0.17% | +855+24.8% | Added |
| Wittenberg Investment Management, Inc. | 4,303 | $756.0K | 0.30% | 00.0% | Unchanged |
| Heron Bay Capital Management | 4,294 | $755.0K | 0.42% | 00.0% | Unchanged |
| Garner Asset Management Corp | 4,250 | $747.0K | 0.36% | −40−0.9% | Reduced |
| Allen Investment Management LLC | 4,225 | $743.0K | 0.01% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 4,223 | $742.0K | 0.19% | +35+0.8% | Added |
| Apexium Financial, LP | 4,218 | $741.0K | 0.46% | +775+22.5% | Added |
| TruWealth Advisors, LLC | 4,203 | $739.0K | 0.09% | −28−0.7% | Reduced |
| Derby & Company, Inc | 4,195 | $737.0K | 0.15% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 4,194 | $737.0K | 0.00% | +2,331+125.1% | Added |
| Enterprise Financial Services Corp | 4,187 | $736.0K | 0.12% | +562+15.5% | Added |
| Redwood Investment Management, LLC | 4,187 | $736.0K | 0.12% | +774+22.7% | Added |
| SkyOak Wealth, LLC | 4,183 | $735.0K | 0.20% | 00.0% | Unchanged |
| Novak Financial Planning, LLC | 4,176 | $734.0K | 0.36% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,174 | $734.0K | 0.33% | +164+4.1% | Added |
| Ssi Investment Management LLC | 4,169 | $733.0K | 0.05% | −15−0.4% | Reduced |
| Signature Wealth Management Partners, LLC | 4,162 | $732.0K | 0.66% | −721−14.8% | Reduced |
| American State Bank (Iowa) | 4,160 | $731.2K | 0.57% | +90+2.2% | Added |
| Dash Acquisitions Inc. | 4,154 | $730.0K | 0.42% | +293+7.6% | Added |
| Crescent Capital Consulting, LLC | 4,145 | $729.0K | 0.14% | −27−0.6% | Reduced |
| Cooper/Haims Advisors, LLC | 4,141 | $728.0K | 0.48% | −502−10.8% | Reduced |
| Convergence Investment Partners, LLC | 4,134 | $727.0K | 0.31% | −195−4.5% | Reduced |
| MBA Advisors LLC | 4,137 | $727.0K | 0.54% | +32+0.8% | Added |
| Affinity Capital Advisors, LLC | 4,124 | $725.0K | 0.25% | +269+7.0% | Added |
| Sage Mountain Advisors LLC | 4,121 | $724.0K | 0.12% | +2,322+129.1% | Added |
| Verity Asset Management, Inc. | 4,113 | $723.0K | 0.40% | +277+7.2% | Added |
| Manchester Financial Inc | 4,113 | $723.0K | 0.29% | +336+8.9% | Added |
| 55I, LLC | 4,115 | $723.0K | 0.03% | +1,151+38.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 4,089 | $719.0K | 0.39% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 4,083 | $718.0K | 0.43% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 4,058 | $713.0K | 0.32% | +1,120+38.1% | Added |
| Weld Capital Management LLC | 4,045 | $711.0K | 0.72% | −5,850−59.1% | Reduced |
| McGuire Investment Group, LLC | 4,044 | $711.0K | 0.13% | +487+13.7% | Added |
| Campbell Capital Management Inc | 4,045 | $711.0K | 0.32% | +2,500+161.8% | Added |
| Vanguard Capital Wealth Advisors | 4,038 | $709.0K | 0.54% | −174−4.1% | Reduced |
| WC Walker & Associates, Inc. | 3,996 | $708.0K | 0.37% | −434−9.8% | Reduced |
| Warren Averett Asset Management, LLC | 3,911 | $708.0K | 0.07% | −29−0.7% | Reduced |
| Greenhouse Wealth Management, LLC | 4,015 | $706.0K | 0.66% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,008 | $705.0K | 0.09% | +725+22.1% | Added |
| Professional Advisory Services Inc | 4,000 | $703.0K | 0.10% | 00.0% | Unchanged |
| McRae Capital Management Inc | 3,995 | $702.0K | 0.16% | −50−1.2% | Reduced |
| Acorn Financial Advisory Services Inc | 3,990 | $702.0K | 0.21% | +417+11.7% | Added |
| Vectors Research Management, LLC | 3,978 | $699.0K | 0.18% | 00.0% | Unchanged |
| HNP Capital LLC | 3,978 | $699.0K | 0.18% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,973 | $698.3K | 0.26% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 3,944 | $698.0K | 0.12% | +72+1.9% | Added |
| Venturi Wealth Management, LLC | 3,963 | $697.0K | 0.06% | −661−14.3% | Reduced |
| BCS Wealth Management | 3,943 | $693.0K | 0.37% | +525+15.4% | Added |
| Renaissance Investment Group LLC | 3,938 | $692.0K | 0.18% | −1,168−22.9% | Reduced |
| Sunbelt Securities, Inc. | 3,857 | $692.0K | 0.12% | −207−5.1% | Reduced |
| Financial Partners Group, Inc | 3,938 | $692.0K | 0.18% | +45+1.2% | Added |
| Ironwood Financial, llc | 3,927 | $690.0K | 0.21% | +10.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,912 | $688.0K | 0.21% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,909 | $687.0K | 0.09% | +95+2.5% | Added |
| Sargent Investment Group, LLC | 3,910 | $687.0K | 0.16% | +112+2.9% | Added |
| Relyea Zuckerberg Hanson LLC | 3,909 | $687.0K | 0.28% | +251+6.9% | Added |
| Burleson & Company, LLC | 3,896 | $685.0K | 0.10% | −353−8.3% | Reduced |
| Mosaic Family Wealth, LLC | 3,899 | $685.0K | 0.20% | −46−1.2% | Reduced |
| Monticello Wealth Management, LLC | 3,898 | $685.0K | 0.07% | +40+1.0% | Added |
| Legacy Financial Advisors, Inc. | 3,895 | $685.0K | 0.17% | +50+1.3% | Added |
| Palisade Asset Management, LLC | 3,892 | $684.0K | 0.08% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 3,886 | $683.0K | 0.18% | +122+3.2% | Added |
| Cordant, Inc. | 3,881 | $682.0K | 0.43% | −3,850−49.8% | Reduced |
| Mint Tower Capital Management B.V. | 3,878 | $682.0K | 0.07% | +2,940+313.4% | Added |
| Amica Retiree Medical Trust | 3,873 | $681.0K | 0.43% | −834−17.7% | Reduced |
| TFC Financial Management | 3,860 | $679.0K | 0.23% | +6+0.2% | Added |
| Cornerstone Wealth Group, LLC | 3,920 | $678.0K | 0.14% | −31−0.8% | Reduced |
| Aurora Private Wealth, Inc. | 3,844 | $676.0K | 0.27% | −139−3.5% | Reduced |
| WealthBridge Capital Management, LLC | 3,845 | $676.0K | 0.25% | +6+0.2% | Added |
| Wealth Management Associates, Inc. | 3,842 | $675.3K | 0.38% | −9−0.2% | Reduced |
| Tru Independence Asset Management 2, LLC | 3,843 | $675.0K | 0.46% | −2,243−36.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 3,839 | $674.0K | 0.30% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 3,836 | $674.0K | 0.09% | +247+6.9% | Added |
| HHM Wealth Advisors, LLC | 3,833 | $674.0K | 0.18% | +403+11.7% | Added |
| Profit Investment Management, LLC | 3,803 | $669.0K | 0.35% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,799 | $668.0K | 0.23% | +72+1.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,800 | $668.0K | 0.03% | +3,800 | New |
| Winfield Associates, Inc. | 3,795 | $667.0K | 0.25% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 3,782 | $665.0K | 0.09% | +200+5.6% | Added |
| Harbor Advisory Corp | 3,776 | $664.0K | 0.30% | 00.0% | Unchanged |
| Optas, LLC | 3,757 | $661.0K | 0.19% | +122+3.4% | Added |
| Canvas Wealth Advisors, LLC | 3,763 | $661.0K | 0.30% | +556+17.3% | Added |
| Keudell/Morrison Wealth Management | 3,757 | $660.0K | 0.36% | −97−2.5% | Reduced |
| Portland Global Advisors LLC | 3,754 | $660.0K | 0.13% | −78−2.0% | Reduced |
| Ackerman Capital Advisors, LLC | 3,751 | $659.0K | 0.15% | −467−11.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,751 | $659.0K | 0.15% | +653+21.1% | Added |
| Fortress Wealth Group, LLC | 3,750 | $659.0K | 0.59% | +3,750 | New |
| Camden National Bank | 3,734 | $656.0K | 0.12% | −414−10.0% | Reduced |
| Carolinas Wealth Consulting LLC | 3,735 | $656.0K | 0.14% | −338−8.3% | Reduced |
| First Bank & Trust | 3,723 | $655.0K | 0.32% | −4−0.1% | Reduced |
| Tradition Wealth Management, LLC | 3,725 | $655.0K | 0.10% | +126+3.5% | Added |
| Centiva Capital, LP | 3,728 | $655.0K | 0.05% | +3,728 | New |
| Castle Rock Wealth Management, LLC | 3,672 | $651.0K | 0.24% | −2,679−42.2% | Reduced |
| New Jersey Better Educational Savings Trust | 3,706 | $651.0K | 1.30% | 00.0% | Unchanged |
| Bingham Osborn & Scarborough LLC | 3,705 | $651.0K | 0.05% | +528+16.6% | Added |
| Magnolia Capital Advisors LLC | 3,697 | $650.0K | 0.29% | +94+2.6% | Added |
| Boyd Watterson Asset Management LLC | 3,679 | $647.0K | 0.26% | −928−20.1% | Reduced |