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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 66,967 | $11.8M | 2.60% | +447+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 66,926 | $11.8M | 0.60% | −679−1.0% | Reduced |
| Evergreen Capital Management LLC | 66,875 | $11.8M | 0.56% | −167−0.2% | Reduced |
| Parthenon LLC | 66,765 | $11.7M | 1.76% | +225+0.3% | Added |
| West Coast Financial LLC | 66,400 | $11.7M | 1.90% | +379+0.6% | Added |
| American Portfolios Advisors | 66,382 | $11.7M | 0.45% | +5,658+9.3% | Added |
| Brown Advisory Securities, LLC | 66,269 | $11.6M | 1.82% | +2,537+4.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 66,212 | $11.6M | 2.88% | −140−0.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 66,157 | $11.6M | 2.95% | +1,019+1.6% | Added |
| Nixon Capital, LLC | 65,719 | $11.6M | 5.07% | +4,019+6.5% | Added |
| RPG Investment Advisory, LLC | 65,674 | $11.5M | 1.88% | +15,767+31.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 65,474 | $11.5M | 1.33% | +3,635+5.9% | Added |
| Kelly Lawrence W & Associates Inc | 65,299 | $11.5M | 2.47% | −85−0.1% | Reduced |
| Northwest & Ethical Investments L.P. | 65,016 | $11.4M | 0.37% | +1,871+3.0% | Added |
| Itau Unibanco Holding S.A. | 64,583 | $11.4M | 0.56% | −182,484−73.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 64,330 | $11.3M | 0.56% | +3,730+6.2% | Added |
| ExodusPoint Capital Management, LP | 64,161 | $11.3M | 0.18% | +26,446+70.1% | Added |
| Edmond de Rothschild Holding S.A. | 64,148 | $11.3M | 0.26% | −21,562−25.2% | Reduced |
| Lido Advisors, LLC | 64,130 | $11.3M | 0.27% | +8,764+15.8% | Added |
| Advisors Asset Management, Inc. | 63,654 | $11.2M | 0.16% | −15,591−19.7% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 63,578 | $11.2M | 1.58% | −133−0.2% | Reduced |
| First Horizon Advisors, Inc. | 63,575 | $11.2M | 0.60% | +171+0.3% | Added |
| Lincoln National Corp | 63,564 | $11.2M | 0.24% | +6,438+11.3% | Added |
| Leavell Investment Management, Inc. | 60,249 | $11.1M | 0.91% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 62,965 | $11.1M | 1.53% | +1,418+2.3% | Added |
| Guyasuta Investment Advisors Inc | 62,675 | $11.0M | 0.79% | +1,981+3.3% | Added |
| 1st Source Bank | 62,642 | $11.0M | 0.69% | −415−0.7% | Reduced |
| Osborne Partners Capital Management, LLC | 62,619 | $11.0M | 0.91% | +601+1.0% | Added |
| Quinn Opportunity Partners LLC | 62,000 | $10.9M | 0.68% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 61,948 | $10.9M | 1.35% | +1,721+2.9% | Added |
| Telos Capital Management, Inc. | 61,931 | $10.9M | 1.44% | +3,284+5.6% | Added |
| Jane Street Group, LLC | 61,847 | $10.9M | 0.03% | −415,312−87.0% | Reduced |
| PEAK6 Investments LLC | 61,658 | $10.8M | 0.29% | +22,328+56.8% | Added |
| Addenda Capital Inc. | 61,436 | $10.8M | 0.51% | −7,794−11.3% | Reduced |
| Pioneer Trust Bank N A | 61,422 | $10.8M | 3.07% | −3,800−5.8% | Reduced |
| Capstone Investment Advisors, LLC | 61,204 | $10.8M | 0.26% | −27,792−31.2% | Reduced |
| Terry L. Blaker | 61,079 | $10.7M | 0.70% | +1,037+1.7% | Added |
| Channing Capital Management, LLC | 61,011 | $10.7M | 0.35% | +14,476+31.1% | Added |
| Sequoia Financial Advisors, LLC | 60,765 | $10.7M | 0.39% | +35,420+139.8% | Added |
| Buckingham Capital Management, Inc. | 60,619 | $10.7M | 1.72% | −1,151−1.9% | Reduced |
| McCollum Christoferson Group LLC | 60,536 | $10.6M | 2.53% | −904−1.5% | Reduced |
| Geneos Wealth Management Inc. | 60,017 | $10.6M | 0.41% | −18,372−23.4% | Reduced |
| BTC Capital Management, Inc. | 60,469 | $10.6M | 1.21% | −3,486−5.5% | Reduced |
| 1832 Asset Management L.P. | 60,304 | $10.6M | 0.02% | −1,987,007−97.1% | Reduced |
| EULAV Asset Management | 60,092 | $10.6M | 0.28% | −8,997−13.0% | Reduced |
| Capital Investment Advisors, LLC | 60,021 | $10.6M | 0.36% | +419+0.7% | Added |
| Proem Advisors LLC | 60,000 | $10.5M | 8.28% | +12,000+25.0% | Added |
| Argent Trust Co | 59,661 | $10.5M | 0.69% | +1,138+1.9% | Added |
| Wetherby Asset Management Inc | 59,231 | $10.4M | 0.64% | −3,744−5.9% | Reduced |
| GFG Capital, LLC | 59,045 | $10.4M | 3.12% | +800+1.4% | Added |
| Millennium Management LLC | 58,995 | $10.4M | 0.01% | −1,279,368−95.6% | Reduced |
| Eagle Global Advisors LLC | 58,837 | $10.3M | 0.67% | +800+1.4% | Added |
| Strategy Asset Managers LLC | 58,620 | $10.3M | 2.18% | −389−0.7% | Reduced |
| Schnieders Capital Management LLC | 58,401 | $10.3M | 2.80% | −242−0.4% | Reduced |
| Impax Asset Management Group plc | 58,245 | $10.2M | 0.05% | −230.0% | Reduced |
| Bridgeway Capital Management, LLC | 58,115 | $10.2M | 0.18% | +3,300+6.0% | Added |
| Courier Capital LLC | 58,063 | $10.2M | 0.97% | −1,325−2.2% | Reduced |
| Yost Capital Management, LP | 57,976 | $10.2M | 11.37% | −15,000−20.6% | Reduced |
| South State Corp. | 57,827 | $10.2M | 0.88% | −1,573−2.6% | Reduced |
| First National Trust Co | 57,748 | $10.2M | 0.62% | +1,265+2.2% | Added |
| Mutual Advisors, LLC | 57,402 | $10.1M | 0.60% | +9,273+19.3% | Added |
| Valeo Financial Advisors, LLC | 87,719 | $10.1M | 0.62% | −1,105−1.2% | Reduced |
| Harbour Investments, Inc. | 56,903 | $10.0M | 0.32% | +381+0.7% | Added |
| Ameritas Investment Partners, Inc. | 56,870 | $9.99M | 0.36% | −1,487−2.5% | Reduced |
| Cigna Investments Inc | 56,857 | $9.99M | 0.72% | −8,447−12.9% | Reduced |
| Telemus Capital, LLC | 56,677 | $9.96M | 0.72% | −1,071−1.9% | Reduced |
| Bard Financial Services, Inc. | 56,653 | $9.96M | 0.89% | +200+0.4% | Added |
| Meeder Asset Management Inc | 56,493 | $9.93M | 0.46% | +18,748+49.7% | Added |
| Sawgrass Asset Management LLC | 56,383 | $9.91M | 0.86% | −2,888−4.9% | Reduced |
| Nomura Holdings Inc | 55,999 | $9.89M | 0.08% | −30,763−35.5% | Reduced |
| Toth Financial Advisory Corp | 56,253 | $9.89M | 1.51% | −3,037−5.1% | Reduced |
| Granite Investment Advisors, LLC | 56,209 | $9.88M | 1.55% | −18,450−24.7% | Reduced |
| Integrated Wealth Concepts LLC | 56,192 | $9.88M | 0.35% | +3,438+6.5% | Added |
| Harbor Advisors LLC | 56,138 | $9.87M | 1.95% | 00.0% | Unchanged |
| Blue Pool Management Ltd. | 56,072 | $9.86M | 0.82% | +49,200+715.9% | Added |
| Twin Capital Management Inc | 55,905 | $9.83M | 0.91% | +6,951+14.2% | Added |
| RNC Capital Management LLC | 55,756 | $9.80M | 0.52% | +245+0.4% | Added |
| Graypoint LLC | 55,553 | $9.77M | 1.30% | −10.0% | Reduced |
| Griffin Asset Management, Inc. | 55,349 | $9.73M | 1.17% | +599+1.1% | Added |
| GHP Investment Advisors, Inc. | 55,297 | $9.72M | 0.78% | +519+0.9% | Added |
| Brewin Dolphin Wealth Management Ltd | 55,216 | $9.71M | 1.18% | +16,456+42.5% | Added |
| Schmidt P J Investment Management Inc | 55,038 | $9.69M | 1.94% | +1,334+2.5% | Added |
| NBT Bank N A | 55,078 | $9.68M | 1.33% | −652−1.2% | Reduced |
| Quadrature Capital Ltd | 55,052 | $9.68M | 0.37% | −62,173−53.0% | Reduced |
| Pacific Heights Asset Management LLC | 55,000 | $9.67M | 0.89% | −10,000−15.4% | Reduced |
| Olstein Capital Management, L.P. | 55,000 | $9.67M | 1.22% | +3,000+5.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 54,998 | $9.67M | 0.58% | +4,900+9.8% | Added |
| Simmons Bank | 54,812 | $9.63M | 0.70% | −5,308−8.8% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 54,741 | $9.62M | 3.11% | −187−0.3% | Reduced |
| WealthBridge Investment Counsel Inc. | 54,467 | $9.57M | 4.24% | +1,045+2.0% | Added |
| Norris Perne & French LLP | 54,453 | $9.57M | 0.82% | +1,347+2.5% | Added |
| Trust Co of Toledo NA | 54,293 | $9.54M | 1.61% | +301+0.6% | Added |
| Country Club Trust Company, n.a. | 54,750 | $9.52M | 0.83% | +2,670+5.1% | Added |
| Nelson Capital Management, LLC | 54,148 | $9.52M | 1.93% | +96+0.2% | Added |
| Steel Peak Wealth Management LLC | 53,878 | $9.47M | 0.69% | +3,248+6.4% | Added |
| City Holding Co | 53,690 | $9.44M | 1.66% | +725+1.4% | Added |
| Winslow Asset Management Inc | 53,674 | $9.43M | 1.76% | +85+0.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 53,622 | $9.43M | 2.39% | +10,768+25.1% | Added |
| Karpas Strategies, LLC | 53,615 | $9.42M | 3.35% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 53,596 | $9.42M | 0.91% | −13,137−19.7% | Reduced |