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; 2,948 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Veritable, L.P. | 86,903 | $15.3M | 0.25% | +5,809+7.2% | Added |
| Snowden Capital Advisors LLC | 86,733 | $15.2M | 0.76% | +4,238+5.1% | Added |
| Greenwood Capital Associates LLC | 86,573 | $15.2M | 2.30% | +5,546+6.8% | Added |
| Somerville Kurt F | 86,482 | $15.2M | 2.27% | +422+0.5% | Added |
| Stewart Asset Management, LLC | 86,404 | $15.2M | 7.85% | +7,640+9.7% | Added |
| Wealthfront Advisers LLC | 86,240 | $15.2M | 0.07% | −4,592−5.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 85,446 | $15.0M | 1.40% | +254+0.3% | Added |
| M&R Capital Management Inc | 85,084 | $15.0M | 3.42% | +662+0.8% | Added |
| Autus Asset Management, LLC | 84,995 | $14.9M | 1.64% | +542+0.6% | Added |
| Spearhead Capital Advisors, LLC | 84,950 | $14.9M | 2.03% | +1,223+1.5% | Added |
| Acadian Asset Management LLC | 84,397 | $14.8M | 0.06% | −32,563−27.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 84,374 | $14.8M | 4.69% | −925−1.1% | Reduced |
| Manitou Investment Management Ltd. | 84,235 | $14.8M | 2.59% | +3,320+4.1% | Added |
| First National Bank of Omaha | 80,241 | $14.8M | 0.77% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 83,252 | $14.6M | 1.59% | +1,057+1.3% | Added |
| Crake Asset Management LLP | 83,200 | $14.6M | 0.76% | +83,200 | New |
| Papp L Roy & Associates | 82,899 | $14.6M | 1.84% | +5,075+6.5% | Added |
| Amussen Hunsaker Associates LLC | 82,842 | $14.6M | 4.16% | +3,197+4.0% | Added |
| Van Cleef Asset Management,Inc | 82,738 | $14.5M | 2.15% | −2,332−2.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 82,511 | $14.5M | 0.25% | +219+0.3% | Added |
| Roundview Capital LLC | 82,247 | $14.5M | 1.61% | +2,001+2.5% | Added |
| Weatherly Asset Management L. P. | 82,120 | $14.4M | 1.82% | +2,230+2.8% | Added |
| IFP Advisors, Inc | 81,605 | $14.4M | 0.30% | +2,913+3.7% | Added |
| Bryn Mawr Trust Co | 81,687 | $14.4M | 0.55% | +1,499+1.9% | Added |
| Cabot Wealth Management Inc | 81,655 | $14.4M | 1.92% | −888−1.1% | Reduced |
| Connors Investor Services Inc | 81,598 | $14.3M | 1.49% | +225+0.3% | Added |
| Peak Asset Management, LLC | 81,426 | $14.3M | 3.56% | −2,178−2.6% | Reduced |
| Wolverine Trading, LLC | 81,995 | $14.3M | 0.39% | −277,360−77.2% | Reduced |
| Blue Chip Partners, Inc. | 80,813 | $14.2M | 2.03% | +1,536+1.9% | Added |
| Carret Asset Management, LLC | 80,582 | $14.2M | 1.66% | −2,137−2.6% | Reduced |
| Eagle Ridge Investment Management | 80,385 | $14.1M | 1.64% | +190+0.2% | Added |
| Punch & Associates Investment Management, Inc. | 80,301 | $14.1M | 0.80% | +331+0.4% | Added |
| Pacific Global Investment Management CO | 80,139 | $14.1M | 2.79% | +779+1.0% | Added |
| UBS Oconnor LLC | 80,000 | $14.1M | 0.13% | −10,000−11.1% | Reduced |
| Philadelphia Trust Co | 79,129 | $13.9M | 0.96% | +899+1.1% | Added |
| Baxter Bros Inc | 79,111 | $13.9M | 2.20% | −480−0.6% | Reduced |
| Advisor Partners LLC | 78,918 | $13.9M | 0.91% | +4,080+5.5% | Added |
| Greenwood Gearhart Inc | 78,726 | $13.8M | 2.23% | +3,197+4.2% | Added |
| E. Ohman J:or Asset Management AB | 78,700 | $13.8M | 0.43% | +6,200+8.6% | Added |
| Berkshire Asset Management LLC | 78,157 | $13.7M | 0.93% | +198+0.3% | Added |
| Welch & Forbes LLC | 78,112 | $13.7M | 0.23% | +4,361+5.9% | Added |
| Palisade Capital Management LLC | 77,956 | $13.7M | 0.31% | +4,581+6.2% | Added |
| Perigon Wealth Management, LLC | 77,398 | $13.6M | 1.21% | +3,430+4.6% | Added |
| Dorsey & Whitney Trust CO LLC | 77,362 | $13.6M | 1.29% | −4,153−5.1% | Reduced |
| RiverPark Advisors, LLC | 77,343 | $13.6M | 1.73% | −577−0.7% | Reduced |
| Burns J W & Co Inc | 77,037 | $13.5M | 2.13% | +1,355+1.8% | Added |
| Avantax Advisory Services, Inc. | 76,941 | $13.5M | 0.25% | +5,020+7.0% | Added |
| Mandatum Life Insurance Co Ltd | 76,791 | $13.5M | 2.45% | +1,254+1.7% | Added |
| Torray LLC | 76,715 | $13.5M | 1.98% | +134+0.2% | Added |
| Edge Wealth Management LLC | 76,396 | $13.4M | 2.73% | +1,449+1.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 75,976 | $13.4M | 1.27% | +330+0.4% | Added |
| Kestra Private Wealth Services, LLC | 75,950 | $13.3M | 0.81% | +12,091+18.9% | Added |
| Cresset Asset Management, LLC | 75,922 | $13.3M | 0.19% | +6,164+8.8% | Added |
| Washington Trust Bank | 75,883 | $13.3M | 1.58% | +54+0.1% | Added |
| First Trust Advisors LP | 75,820 | $13.3M | 0.01% | +44,423+141.5% | Added |
| Clarkston Capital Partners, LLC | 75,675 | $13.3M | 0.24% | +4,028+5.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 75,211 | $13.2M | 2.19% | +3,931+5.5% | Added |
| TownSquare Capital, LLC | 75,805 | $13.2M | 0.43% | +6,662+9.6% | Added |
| Arbor Wealth Management, LLC | 74,609 | $13.1M | 3.23% | +4,218+6.0% | Added |
| Lowe Brockenbrough & Co Inc | 74,377 | $13.1M | 1.18% | +1,735+2.4% | Added |
| Murphy Capital Management Inc | 74,214 | $13.0M | 1.49% | +398+0.5% | Added |
| Bessemer Group Inc | 74,134 | $13.0M | 0.03% | +425+0.6% | Added |
| Appleton Partners Inc | 74,014 | $13.0M | 1.11% | +1,982+2.8% | Added |
| Brown Brothers Harriman & Co | 73,462 | $12.9M | 0.08% | −397−0.5% | Reduced |
| Dillon & Associates Inc | 73,157 | $12.9M | 2.52% | −125−0.2% | Reduced |
| Parsons Capital Management Inc | 73,158 | $12.9M | 0.98% | −2,958−3.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 73,134 | $12.9M | 1.18% | −1,063−1.4% | Reduced |
| Northeast Financial Consultants Inc | 73,022 | $12.8M | 0.86% | +633+0.9% | Added |
| Atlantic Union Bankshares Corp | 72,928 | $12.8M | 1.24% | +989+1.4% | Added |
| Albion Financial Group | 73,014 | $12.8M | 1.11% | +73,014 | New |
| Doyle Wealth Management | 72,755 | $12.8M | 1.06% | +1,553+2.2% | Added |
| HighPoint Advisor Group LLC | 72,156 | $12.7M | 1.28% | +4,738+7.0% | Added |
| Heathbridge Capital Management Ltd. | 71,950 | $12.6M | 3.40% | −5,700−7.3% | Reduced |
| BLB&B Advisors, LLC | 71,708 | $12.6M | 0.91% | +675+1.0% | Added |
| Beaumont Financial Partners, LLC | 71,193 | $12.5M | 0.95% | +6,880+10.7% | Added |
| Stonebridge Capital Advisors LLC | 70,881 | $12.5M | 1.51% | +1,746+2.5% | Added |
| Westchester Capital Management, Inc. | 70,768 | $12.4M | 3.49% | −803−1.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 70,494 | $12.4M | 0.49% | +3,300+4.9% | Added |
| Marco Investment Management LLC | 70,313 | $12.4M | 1.44% | +7,345+11.7% | Added |
| Kanawha Capital Management LLC | 70,117 | $12.3M | 1.13% | +345+0.5% | Added |
| Moors & Cabot, Inc. | 70,016 | $12.3M | 0.86% | −810−1.1% | Reduced |
| Howard Hughes Medical Institute | 70,000 | $12.3M | 4.12% | 00.0% | Unchanged |
| Rothschild Investment Corp | 69,461 | $12.2M | 0.97% | −12,494−15.2% | Reduced |
| Narwhal Capital Management | 69,434 | $12.2M | 1.54% | +6,305+10.0% | Added |
| Waratah Capital Advisors Ltd. | 69,097 | $12.1M | 0.69% | +6,309+10.0% | Added |
| Girard Partners Ltd. | 69,050 | $12.1M | 1.56% | −10,412−13.1% | Reduced |
| Strategic Wealth Advisors Group, LLC | 68,911 | $12.1M | 0.55% | +13,077+23.4% | Added |
| HM Payson & Co | 68,680 | $12.1M | 0.29% | −1,415−2.0% | Reduced |
| Banque Cantonale Vaudoise | 68,666 | $12.1M | 0.54% | +8,016+13.2% | Added |
| Stelac Advisory Services LLC | 68,661 | $12.1M | 2.75% | +61,834+905.7% | Added |
| Montag A & Associates Inc | 68,176 | $12.0M | 0.64% | −10,516−13.4% | Reduced |
| First Financial Bank - Trust Division | 67,935 | $11.9M | 1.30% | −312−0.5% | Reduced |
| Baker Chad R | 67,675 | $11.9M | 2.67% | 00.0% | Unchanged |
| Credit Agricole S A | 67,500 | $11.9M | 0.39% | +8,926+15.2% | Added |
| Schwerin Boyle Capital Management Inc | 67,475 | $11.9M | 0.98% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 67,700 | $11.9M | 0.33% | +63,331+1,449.6% | Added |
| Brightworth | 67,169 | $11.8M | 1.01% | +3,823+6.0% | Added |
| Covington Investment Advisors Inc. | 67,084 | $11.8M | 2.59% | +688+1.0% | Added |
| Highside Global Management LLC | 67,000 | $11.8M | 4.80% | 00.0% | Unchanged |
| First Nebraska Trust Co | 66,984 | $11.8M | 1.53% | −183−0.3% | Reduced |