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 |
|---|---|---|---|---|---|
| Peninsula Asset Management Inc | 3,675 | $646.0K | 0.34% | +100+2.8% | Added |
| Childress Capital Advisors, LLC | 3,662 | $643.0K | 0.29% | −987−21.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,656 | $643.0K | 0.31% | −138−3.6% | Reduced |
| Osterweis Capital Management Inc | 3,645 | $641.0K | 0.03% | 00.0% | Unchanged |
| Hayden Royal, LLC | 3,633 | $639.0K | 0.35% | −1,082−22.9% | Reduced |
| Copperwynd Financial, LLC | 3,613 | $635.0K | 0.27% | +46+1.3% | Added |
| San Francisco Sentry Investment Group (Ca) | 3,604 | $634.0K | 0.33% | −385−9.7% | Reduced |
| Probity Advisors, Inc. | 3,608 | $634.0K | 0.13% | +51+1.4% | Added |
| Truvestments Capital LLC | 3,603 | $633.0K | 0.35% | −270−7.0% | Reduced |
| Lavaca Capital LLC | 3,599 | $633.0K | 0.33% | +229+6.8% | Added |
| Prentiss Smith & Co Inc | 3,585 | $630.0K | 0.30% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,585 | $630.0K | 0.29% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 3,575 | $628.0K | 0.43% | +125+3.6% | Added |
| Flaharty Asset Management, LLC | 3,568 | $627.0K | 0.13% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 3,565 | $627.0K | 0.09% | +30+0.8% | Added |
| Riverbridge Partners LLC | 3,560 | $626.0K | 0.01% | −14−0.4% | Reduced |
| Teza Capital Management LLC | 3,544 | $623.0K | 0.10% | −2,997−45.8% | Reduced |
| Garrett Investment Advisors LLC | 3,542 | $623.0K | 0.20% | +389+12.3% | Added |
| Centerpoint Advisors, LLC | 3,542 | $623.0K | 0.29% | +1,699+92.2% | Added |
| Maven Securities LTD | 3,542 | $623.0K | 0.07% | +1,860+110.6% | Added |
| Community Bank of Raymore | 3,535 | $622.0K | 0.20% | −3−0.1% | Reduced |
| Mosaic Advisors LLC | 3,531 | $621.0K | 0.40% | +116+3.4% | Added |
| Beech Hill Advisors, Inc. | 3,525 | $620.0K | 0.25% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 3,527 | $620.0K | 0.11% | +3,527 | New |
| Simon Quick Advisors, LLC | 3,522 | $619.0K | 0.16% | +89+2.6% | Added |
| First City Capital Management, Inc. | 3,454 | $619.0K | 0.34% | −52−1.5% | Reduced |
| Accel Wealth Management | 3,517 | $618.0K | 0.41% | +186+5.6% | Added |
| Madden Securities Corp | 3,510 | $617.0K | 0.32% | −584−14.3% | Reduced |
| O'Neil Global Advisors, Inc. | 3,500 | $615.0K | 0.19% | −900−20.5% | Reduced |
| HFR Wealth Management, LLC | 3,500 | $615.0K | 0.19% | +3,500 | New |
| Summit Financial, LLC | 3,494 | $614.1K | 0.06% | +3,494 | New |
| LeJeune Puetz Investment Counsel LLC | 3,486 | $613.0K | 0.23% | 00.0% | Unchanged |
| Advisory Resource Group | 3,464 | $609.0K | 0.24% | +8+0.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,464 | $609.0K | 0.17% | +264+8.3% | Added |
| Cozad Asset Management Inc | 3,455 | $607.0K | 0.10% | −455−11.6% | Reduced |
| CNB Bank | 3,455 | $607.0K | 0.38% | −54−1.5% | Reduced |
| Austin Private Wealth, LLC | 3,444 | $605.0K | 0.14% | +214+6.6% | Added |
| Regis Management CO LLC | 3,439 | $604.0K | 0.10% | −375−9.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 3,435 | $604.0K | 0.34% | −98−2.8% | Reduced |
| SPC Financial, Inc. | 3,433 | $603.0K | 0.07% | −72−2.1% | Reduced |
| Northwest Capital Management Inc | 3,416 | $601.0K | 0.34% | +818+31.5% | Added |
| Mather Group, LLC. | 3,416 | $600.0K | 0.02% | +69+2.1% | Added |
| Birch Run Capital Advisors, LP | 3,400 | $598.0K | 0.50% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,395 | $597.0K | 0.31% | +75+2.3% | Added |
| Symphony Financial, Ltd. Co. | 3,397 | $595.0K | 0.20% | −1,355−28.5% | Reduced |
| CFO4Life Group, LLC | 3,385 | $595.0K | 0.14% | +62+1.9% | Added |
| Fountainhead AM, LLC | 3,224 | $595.0K | 0.32% | 00.0% | Unchanged |
| Clarus Group, Inc. | 3,352 | $593.0K | 0.44% | +500+17.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,349 | $588.0K | 0.04% | −137−3.9% | Reduced |
| Howe & Rusling Inc | 3,345 | $588.0K | 0.07% | −19−0.6% | Reduced |
| Round Table Services, LLC | 3,346 | $588.0K | 0.13% | +383+12.9% | Added |
| Hudock, Inc. | 3,335 | $586.0K | 0.17% | +280+9.2% | Added |
| Encompass Wealth Advisors, LLC | 3,320 | $583.0K | 0.14% | 00.0% | Unchanged |
| Summit Global Investments | 3,312 | $582.0K | 0.03% | −214−6.1% | Reduced |
| Alethea Capital Management, LLC | 3,301 | $580.0K | 0.36% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 3,300 | $580.0K | 0.16% | +55+1.7% | Added |
| Sovereign Financial Group, Inc. | 3,137 | $579.0K | 0.35% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 3,290 | $578.0K | 0.30% | −2,300−41.1% | Reduced |
| Brookmont Capital Management | 3,285 | $577.0K | 0.35% | −66−2.0% | Reduced |
| Covenant Partners, LLC | 3,283 | $577.0K | 0.22% | 00.0% | Unchanged |
| Asset Management Corp | 3,277 | $576.0K | 0.37% | +750+29.7% | Added |
| One Capital Management, LLC | 3,280 | $576.0K | 0.05% | +3,280 | New |
| Accurate Wealth Management, LLC | 3,279 | $576.0K | 0.51% | +3,279 | New |
| swisspartners Ltd. | 3,265 | $574.0K | 0.41% | −587−15.2% | Reduced |
| Merriman Wealth Management, LLC | 3,268 | $574.0K | 0.05% | +136+4.3% | Added |
| Sonata Capital Group Inc | 3,260 | $573.0K | 0.26% | −2,521−43.6% | Reduced |
| John G Ullman & Associates Inc | 3,251 | $571.0K | 0.07% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 3,256 | $566.0K | 0.01% | −7,818−70.6% | Reduced |
| Wolff Wiese Magana LLC | 3,219 | $566.0K | 0.40% | −398−11.0% | Reduced |
| Planning Directions Inc | 3,218 | $566.0K | 0.41% | +147+4.8% | Added |
| Southland Equity Partners LLC | 3,217 | $565.5K | 0.27% | −71−2.2% | Reduced |
| RGT Wealth Advisors, LLC | 3,215 | $565.0K | 0.10% | −25−0.8% | Reduced |
| Traynor Capital Management, Inc. | 3,177 | $562.0K | 0.08% | −90−2.8% | Reduced |
| Rede Wealth, LLC | 3,199 | $562.0K | 0.30% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,183 | $559.0K | 0.22% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 3,179 | $559.0K | 0.07% | +94+3.0% | Added |
| Karn, Couzens & Associates, Inc. | 3,175 | $558.0K | 0.43% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 3,175 | $558.0K | 0.42% | +334+11.8% | Added |
| Capital CS Group, LLC | 3,156 | $555.0K | 0.45% | −42−1.3% | Reduced |
| Bellevue Asset Management, LLC | 3,149 | $553.0K | 0.34% | −92−2.8% | Reduced |
| Fusion Capital, LLC | 3,123 | $549.0K | 0.33% | −30−1.0% | Reduced |
| Capital Counsel LLC | 3,116 | $548.0K | 0.03% | −800−20.4% | Reduced |
| Sage Private Wealth Group, LLC | 3,118 | $548.0K | 0.74% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,099 | $545.0K | 0.28% | −81−2.5% | Reduced |
| Sloy Dahl & Holst, LLC | 3,106 | $545.0K | 0.07% | +101+3.4% | Added |
| AXS Investments LLC | 3,081 | $542.0K | 0.17% | +564+22.4% | Added |
| Meritage Portfolio Management | 3,073 | $540.0K | 0.03% | −28−0.9% | Reduced |
| REDW Wealth LLC | 3,065 | $539.0K | 0.17% | +111+3.8% | Added |
| Eclectic Associates Inc | 3,060 | $538.0K | 0.40% | −53−1.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 3,054 | $537.0K | 0.03% | −600−16.4% | Reduced |
| McAdam, LLC | 3,009 | $537.0K | 0.06% | +346+13.0% | Added |
| Ategra Capital Management, LLC | 3,039 | $534.2K | 0.27% | +50+1.7% | Added |
| UMA Financial Services, Inc. | 3,052 | $534.0K | 0.15% | +444+17.0% | Added |
| One Charles Private Wealth Services, LLC | 3,036 | $534.0K | 0.36% | +3,036 | New |
| EPIQ Capital Group, LLC | 3,025 | $532.0K | 0.06% | +14+0.5% | Added |
| Callan Capital, LLC | 3,022 | $531.0K | 0.09% | −790−20.7% | Reduced |
| State of Wyoming | 3,017 | $530.0K | 0.33% | −52−1.7% | Reduced |
| Deltec Asset Management LLC | 3,008 | $529.0K | 0.07% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,006 | $528.0K | 0.10% | +52+1.8% | Added |
| Marathon Capital Management | 3,008 | $528.0K | 0.12% | +83+2.8% | Added |