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; 2,947 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 2023
Institutional positions in Walt Disney Co as of Jun 30, 2023. 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
- 2,963
- −92 vs. Q1 2023
- Shares held
- 1.15B
- −44.8M (−3.8%) vs. Q1 2023
- Total value
- $102.4B
- −$14.0B (−12.0%) vs. Q1 2023
- New holders
- 141
- 1,100 more added
- Sold out
- 233
- 1,438 more reduced
22 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 2,947 | $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 2023
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 3 | $0 | 0.00% | −2,380−99.9% | Reduced |
| Miller Wealth Advisors, LLC | 1 | $89 | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 2 | $179 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3 | $268 | 0.00% | +3 | New |
| Arcadia Investment Advisors LLC | 5 | $447 | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 6 | $536 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 9 | $804 | 0.00% | −10−52.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 13 | $1.13K | 0.00% | +12+1,200.0% | Added |
| Horizons Wealth Management | 13 | $1.16K | 0.00% | +13 | New |
| Robbins Farley LLC | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 15 | $1.34K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 22 | $1.96K | 0.00% | −15−40.5% | Reduced |
| Eukles Asset Management | 22 | $1.97K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 25 | $2.23K | 0.00% | −21−45.7% | Reduced |
| Sofos Investments, Inc. | 8,139 | $2.24K | 0.01% | +519+6.8% | Added |
| Red Tortoise LLC | 28 | $2.50K | 0.00% | −175−86.2% | Reduced |
| Cordant, Inc. | 32 | $2.86K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 35 | $3.13K | 0.00% | +35 | New |
| C M Bidwell & Associates Ltd | 38 | $3.39K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 41 | $3.66K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 44 | $3.93K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 49 | $4.38K | 0.00% | +5+11.4% | Added |
| Clear Investment Research, LLC | 51 | $4.55K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 52 | $4.64K | 0.29% | +4+8.3% | Added |
| Trust Co | 55 | $4.91K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 73 | $6.00K | 0.00% | +73 | New |
| Financial Synergies Wealth Advisors, Inc. | 69 | $6.16K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 74 | $6.61K | 0.00% | +61+469.2% | Added |
| JDM Financial Group LLC | 75 | $6.70K | 0.01% | −25−25.0% | Reduced |
| Your Advocates Ltd., LLP | 83 | $7.41K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 87 | $7.77K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 97 | $8.66K | 0.01% | +97 | New |
| Piershale Financial Group, Inc. | 100 | $8.93K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 100 | $8.93K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 100 | $8.93K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 102 | $9.11K | 0.02% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 102 | $9.12K | 0.00% | −296−74.4% | Reduced |
| Atlantic Private Wealth, LLC | 111 | $9.95K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 116 | $10.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 107 | $10.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 119 | $10.6K | 0.01% | −400−77.1% | Reduced |
| Stone House Investment Management, LLC | 126 | $11.2K | 0.00% | −539−81.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 129 | $11.3K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 127 | $11.4K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $12.0K | 0.01% | −120−45.6% | Reduced |
| HBC Financial Services, PLLC | 150 | $12.0K | 0.01% | +100+200.0% | Added |
| Cypress Capital Management LLC (WY) | 137 | $12.2K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 147 | $13.1K | 0.01% | −50−25.4% | Reduced |
| Adirondack Retirement Specialists, Inc. | 153 | $13.7K | 0.01% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 155 | $13.7K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 158 | $14.1K | 0.01% | +158 | New |
| Clearview Wealth Advisors LLC | 165 | $14.8K | 0.02% | −15−8.3% | Reduced |
| Macroview Investment Management LLC | 166 | $14.8K | 0.02% | +1+0.6% | Added |
| RE Dickinson Investment Advisors, LLC | 173 | $16.0K | 0.01% | +11+6.8% | Added |
| Granite FO LLC | 190 | $17.0K | 0.01% | −1,600−89.4% | Reduced |
| Okabena Investment Services Inc | 200 | $17.9K | 0.01% | +120+150.0% | Added |
| Goodman Advisory Group, LLC | 201 | $17.9K | 0.01% | +85+73.3% | Added |
| Bollard Group LLC | 201 | $18.0K | 0.00% | +130+183.1% | Added |
| West Financial Advisors, LLC | 228 | $20.4K | 0.01% | +86+60.6% | Added |
| Iron Horse Wealth Management, LLC | 231 | $20.6K | 0.01% | +1+0.4% | Added |
| MB, Levis & Associates, LLC | 234 | $20.9K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 250 | $22.3K | 0.02% | −337−57.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 251 | $22.5K | 0.02% | +10+4.1% | Added |
| Richard W. Paul & Associates, LLC | 265 | $23.7K | 0.01% | −15−5.4% | Reduced |
| Ashburton (Jersey) Ltd | 270 | $24.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 272 | $24.3K | 0.01% | +1+0.4% | Added |
| Nordwand Advisors, LLC | 279 | $24.9K | 0.00% | +87+45.3% | Added |
| Evolution Advisers, Inc. | 287 | $25.0K | 0.02% | +12+4.4% | Added |
| TD Ameritrade Investment Management, LLC | 286 | $26.0K | 0.00% | +58+25.4% | Added |
| Joseph Group Capital Management | 300 | $26.8K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 301 | $26.9K | 0.01% | −141−31.9% | Reduced |
| Magnolia Capital Management Ltd | 300 | $27.0K | 0.02% | −1,800−85.7% | Reduced |
| WFA Asset Management Corp | 306 | $27.3K | 0.02% | −115−27.3% | Reduced |
| TD Capital Management LLC | 310 | $27.7K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 319 | $28.5K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 325 | $29.0K | 0.01% | +55+20.4% | Added |
| Luken Investment Analytics, LLC | 335 | $29.9K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 334 | $30.0K | 0.00% | +193+136.9% | Added |
| Boyd Watterson Asset Management LLC | 345 | $30.8K | 0.01% | −1,375−79.9% | Reduced |
| Copeland Capital Management, LLC | 360 | $32.1K | 0.00% | −790−68.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 370 | $33.0K | 0.00% | −274−42.5% | Reduced |
| Quarry LP | 373 | $33.3K | 0.02% | +373 | New |
| Coston, McIsaac & Partners | 407 | $36.0K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 407 | $36.3K | 0.03% | 00.0% | Unchanged |
| Caas Capital Management LP | 432 | $38.6K | 0.02% | +432 | New |
| ZRC Wealth Management, LLC | 439 | $39.2K | 0.03% | −600−57.7% | Reduced |
| Marquette Asset Management, LLC | 457 | $40.8K | 0.01% | +107+30.6% | Added |
| Carolina Wealth Advisors, LLC | 462 | $41.2K | 0.02% | −83−15.2% | Reduced |
| Steward Financial Group LLC | 478 | $42.0K | 0.01% | +478 | New |
| PFG Private Wealth Management, LLC | 485 | $43.3K | 0.03% | −100−17.1% | Reduced |
| Core Wealth Advisors, Inc. | 488 | $43.6K | 0.02% | +65+15.4% | Added |
| Aspire Private Capital, LLC | 491 | $43.9K | 0.01% | −4−0.8% | Reduced |
| First PREMIER Bank | 527 | $47.0K | 0.01% | −500−48.7% | Reduced |
| Strengthening Families & Communities, LLC | 525 | $47.0K | 0.02% | +525 | New |
| Koesten, Hirschmann & Crabtree, INC. | 531 | $47.4K | 0.04% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 536 | $47.9K | 0.03% | −17,312−97.0% | Reduced |
| Dakota Community Bank & Trust NA | 592 | $52.9K | 0.31% | 00.0% | Unchanged |