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 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 | 2,948 | $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 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 |
|---|---|---|---|---|---|
| FLC Capital Advisors | 5,904 | $527.1K | 0.15% | −1,067−15.3% | Reduced |
| Sentry LLC | 5,914 | $528.0K | 0.11% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 5,903 | $528.2K | 0.21% | +5,903 | New |
| Crawford Investment Counsel Inc | 5,919 | $528.4K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 5,929 | $529.3K | 0.26% | +20.0% | Added |
| Consilium Wealth Advisory, LLC | 5,934 | $529.8K | 0.37% | +417+7.6% | Added |
| Personal Cfo Solutions, LLC | 5,935 | $529.9K | 0.11% | +1,275+27.4% | Added |
| Flynn Zito Capital Management, LLC | 5,939 | $530.2K | 0.36% | +200+3.5% | Added |
| Prosperity Financial Group, Inc. | 5,945 | $530.8K | 0.47% | +622+11.7% | Added |
| Wellington Shields Capital Management, LLC | 5,956 | $531.8K | 0.06% | −132−2.2% | Reduced |
| Drive Wealth Management, LLC | 5,963 | $532.4K | 0.20% | −1,285−17.7% | Reduced |
| Harvey Investment Co LLC | 5,988 | $535.0K | 0.07% | −100−1.6% | Reduced |
| Verdence Capital Advisors LLC | 5,994 | $535.2K | 0.06% | −127−2.1% | Reduced |
| Regents of the University of California | 6,000 | $535.7K | 0.07% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,008 | $536.4K | 0.02% | +6,008 | New |
| Aaron Wealth Advisors | 6,016 | $537.1K | 0.07% | −584−8.8% | Reduced |
| ORG Partners LLC | 5,954 | $538.0K | 0.09% | +5,954 | New |
| Diversified, LLC | 6,028 | $538.2K | 0.14% | −320−5.0% | Reduced |
| Warther Private Wealth, LLC | 6,034 | $538.7K | 0.37% | −2,776−31.5% | Reduced |
| Keeley-Teton Advisors, LLC | 6,039 | $539.2K | 0.07% | 00.0% | Unchanged |
| Balentine LLC | 6,049 | $540.1K | 0.02% | −4,265−41.4% | Reduced |
| Foster Group, Inc. | 6,052 | $540.3K | 0.03% | −18−0.3% | Reduced |
| Edge Capital Group, LLC | 6,053 | $540.4K | 0.03% | −494−7.5% | Reduced |
| Baystate Wealth Management LLC | 6,075 | $542.4K | 0.04% | +818+15.6% | Added |
| Mason & Associates Inc | 6,082 | $543.0K | 0.16% | +44+0.7% | Added |
| Harvest Volatility Management LLC | 6,089 | $543.6K | 0.11% | +82+1.4% | Added |
| Vicus Capital | 6,090 | $543.7K | 0.06% | −220−3.5% | Reduced |
| Holderness Investments Co | 6,098 | $544.5K | 0.20% | −712−10.5% | Reduced |
| CastleKnight Management LP | 6,100 | $544.6K | 0.11% | +900+17.3% | Added |
| Alhambra Investment Partners LLC | 6,104 | $544.9K | 0.36% | −346−5.4% | Reduced |
| Mathes Company, Inc. | 6,115 | $546.0K | 0.24% | +6,115 | New |
| PAX Financial Group, LLC | 6,117 | $546.1K | 0.12% | +567+10.2% | Added |
| Forza Wealth Management, LLC | 6,120 | $546.4K | 0.28% | −480−7.3% | Reduced |
| One River Asset Management, LLC | 6,147 | $546.8K | 0.43% | +1,507+32.5% | Added |
| PDS Planning, Inc | 6,129 | $547.2K | 0.07% | −1,496−19.6% | Reduced |
| Delta Investment Management, LLC | 6,132 | $547.5K | 0.15% | −42−0.7% | Reduced |
| Paloma Partners Management Co | 6,135 | $547.7K | 0.13% | +6,135 | New |
| Beaumont Asset Management, L.L.C. | 6,148 | $548.9K | 0.42% | +73+1.2% | Added |
| Veracity Capital LLC | 6,153 | $549.3K | 0.23% | +103+1.7% | Added |
| Apella Capital, LLC | 6,153 | $549.4K | 0.04% | +6,153 | New |
| Advisory Alpha, LLC | 6,154 | $549.5K | 0.03% | +552+9.9% | Added |
| Milestone Asset Management, LLC | 6,155 | $549.5K | 0.24% | −146−2.3% | Reduced |
| S. R. Schill & Associates | 6,166 | $550.5K | 0.25% | −2,135−25.7% | Reduced |
| First Pacific Financial | 6,180 | $551.8K | 0.23% | +130+2.1% | Added |
| TFG Advisers LLC | 6,181 | $551.8K | 0.25% | −1,191−16.2% | Reduced |
| Rational Advisors LLC | 6,186 | $552.3K | 0.05% | +5,837+1,672.5% | Added |
| Lifeworks Advisors, LLC | 6,199 | $553.4K | 0.24% | +13+0.2% | Added |
| Coastwise Capital Group, LLC | 6,211 | $554.5K | 0.63% | +1,060+20.6% | Added |
| Kapstone Financial Advisors LLC | 6,232 | $554.9K | 0.46% | −1,689−21.3% | Reduced |
| Spinnaker Trust | 6,227 | $555.9K | 0.04% | −1,280−17.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,243 | $557.4K | 0.32% | −282−4.3% | Reduced |
| Fox Run Management, L.L.C. | 6,266 | $559.4K | 0.16% | +783+14.3% | Added |
| Excalibur Management Corp | 6,280 | $560.7K | 0.29% | −164−2.5% | Reduced |
| Ameliora Wealth Management Ltd. | 6,317 | $564.0K | 0.35% | −2,450−27.9% | Reduced |
| Avenir Corp | 6,320 | $564.3K | 0.05% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 6,335 | $565.6K | 0.22% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 6,335 | $565.6K | 0.20% | −181−2.8% | Reduced |
| King Wealth | 6,336 | $566.0K | 0.11% | −876−12.1% | Reduced |
| MGO Private Wealth, LLC | 6,361 | $567.9K | 0.43% | −915−12.6% | Reduced |
| Palogic Value Management, L.P. | 6,377 | $569.3K | 0.27% | −22−0.3% | Reduced |
| SkyOak Wealth, LLC | 6,393 | $570.8K | 0.16% | −810−11.2% | Reduced |
| Twin Lakes Capital Management, LLC | 6,395 | $571.0K | 0.41% | −11−0.2% | Reduced |
| Bray Capital Advisors | 6,408 | $572.1K | 0.17% | −661−9.4% | Reduced |
| Sabal Trust CO | 6,430 | $574.1K | 0.04% | +6,430 | New |
| Westbourne Investment Advisors, Inc. | 6,443 | $575.0K | 0.26% | −1,451−18.4% | Reduced |
| Eclectic Associates Inc | 6,448 | $575.7K | 0.28% | +44+0.7% | Added |
| Engineers Gate Manager LP | 6,448 | $575.7K | 0.02% | −25,043−79.5% | Reduced |
| Detalus Advisors, LLC | 6,457 | $576.4K | 0.26% | +200+3.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 6,481 | $578.6K | 0.43% | −1,325−17.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 6,492 | $579.6K | 0.16% | −50−0.8% | Reduced |
| Front Row Advisors LLC | 6,504 | $581.0K | 0.26% | −147−2.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,509 | $581.2K | 0.24% | −311−4.6% | Reduced |
| GW Henssler & Associates Ltd | 6,512 | $581.4K | 0.04% | −313−4.6% | Reduced |
| Gleason Group, Inc. | 6,547 | $584.5K | 0.15% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 6,552 | $584.9K | 0.11% | +220+3.5% | Added |
| Barton Investment Management | 6,554 | $585.1K | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,613 | $586.0K | 0.06% | −1,954−22.8% | Reduced |
| KG&L Capital Management,LLC | 6,578 | $587.3K | 0.28% | −1,832−21.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 6,584 | $587.8K | 0.34% | +96+1.5% | Added |
| LCM Capital Management Inc | 6,585 | $587.9K | 0.48% | +141+2.2% | Added |
| Formidable Asset Management, LLC | 6,591 | $588.0K | 0.13% | +23+0.4% | Added |
| Legacy Bridge, LLC | 6,596 | $588.9K | 0.39% | −500−7.0% | Reduced |
| American Money Management, LLC | 6,606 | $589.8K | 0.15% | +164+2.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,618 | $590.8K | 0.27% | −251−3.7% | Reduced |
| Corundum Group, Inc. | 6,624 | $591.4K | 0.29% | −3,444−34.2% | Reduced |
| First Heartland Consultants, Inc. | 6,647 | $593.5K | 0.08% | +42+0.6% | Added |
| Greenfield Savings Bank | 6,653 | $594.0K | 0.40% | −401−5.7% | Reduced |
| Sheets Smith Wealth Management | 6,665 | $595.1K | 0.09% | +54+0.8% | Added |
| Qsemble Capital Management, LP | 6,700 | $598.2K | 0.42% | +6,700 | New |
| BBR Partners, LLC | 6,721 | $600.1K | 0.07% | −576−7.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,722 | $600.1K | 0.07% | +1,095+19.5% | Added |
| Ledyard National Bank | 6,724 | $600.3K | 0.07% | +363+5.7% | Added |
| Blackhawk Capital Partners LLC. | 6,737 | $601.5K | 0.42% | −16,802−71.4% | Reduced |
| WealthTrust Axiom LLC | 6,737 | $601.5K | 0.20% | −686−9.2% | Reduced |
| Aureus Asset Management, LLC | 6,751 | $602.7K | 0.05% | −1,250−15.6% | Reduced |
| Wellspring Financial Advisors, LLC | 6,754 | $603.0K | 0.17% | +3,210+90.6% | Added |
| Citizens & Northern Corp | 6,755 | $603.1K | 0.23% | −59−0.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 6,765 | $604.0K | 0.16% | −132−1.9% | Reduced |
| Optas, LLC | 6,767 | $604.2K | 0.20% | +424+6.7% | Added |
| Beacon Financial Group | 6,805 | $605.0K | 0.08% | −910−11.8% | Reduced |