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 |
|---|---|---|---|---|---|
| American Financial Advisors, LLC | 6,790 | $606.2K | 0.09% | −592−8.0% | Reduced |
| Valley National Advisers Inc | 6,816 | $609.0K | 0.10% | −675−9.0% | Reduced |
| First Community Trust NA | 6,833 | $610.0K | 0.68% | −40−0.6% | Reduced |
| LGL Partners, LLC | 6,833 | $610.0K | 0.10% | +356+5.5% | Added |
| Wallace Advisory Group, LLC | 6,096 | $610.4K | 0.46% | 00.0% | Unchanged |
| James Investment Research Inc | 6,837 | $610.4K | 0.08% | −1,507−18.1% | Reduced |
| Edentree Asset Management Ltd | 6,850 | $611.4K | 0.21% | +6,850 | New |
| Acorn Wealth Advisors, LLC | 6,874 | $613.7K | 0.42% | +480+7.5% | Added |
| Kingswood Wealth Advisors, LLC | 6,874 | $613.7K | 0.20% | +6,874 | New |
| Lake Street Financial LLC | 6,882 | $614.5K | 0.11% | −356−4.9% | Reduced |
| Peoples Financial Services Corp. | 6,886 | $614.8K | 0.28% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 6,901 | $616.1K | 0.11% | +6,901 | New |
| Soltis Investment Advisors LLC | 6,901 | $616.1K | 0.07% | +48+0.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,911 | $617.0K | 0.05% | −1,825−20.9% | Reduced |
| QP Wealth Management, LLC | 6,930 | $618.7K | 0.98% | +784+12.8% | Added |
| Patten Group, Inc. | 6,943 | $619.9K | 0.18% | −768−10.0% | Reduced |
| Integrated Investment Consultants, LLC | 6,960 | $621.4K | 0.20% | −241−3.3% | Reduced |
| Prosperity Consulting Group, LLC | 6,964 | $621.8K | 0.38% | −78−1.1% | Reduced |
| Accretive Wealth Partners, LLC | 6,973 | $622.6K | 0.37% | +220+3.3% | Added |
| Dumont & Blake Investment Advisors LLC | 6,979 | $623.0K | 0.20% | −179−2.5% | Reduced |
| First Command Bank | 6,979 | $623.1K | 0.06% | +408+6.2% | Added |
| First Command Financial Services, Inc. | 6,979 | $623.1K | 0.06% | +408+6.2% | Added |
| JGP Global Gestao de Recursos Ltda. | 7,000 | $625.0K | 0.45% | −1,093,000−99.4% | Reduced |
| Black Swift Group, LLC | 7,000 | $625.0K | 0.21% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 7,000 | $625.0K | 0.12% | −257−3.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 7,000 | $625.0K | 0.06% | −2,449−25.9% | Reduced |
| Johnson Financial Group, Inc. | 7,003 | $625.2K | 0.04% | +2,581+58.4% | Added |
| WNY Asset Management, LLC | 7,017 | $626.5K | 0.13% | +887+14.5% | Added |
| Oxford Financial Group Ltd | 7,019 | $626.7K | 0.06% | +1,197+20.6% | Added |
| Chicago Partners Investment Group LLC | 7,263 | $626.8K | 0.03% | +223+3.2% | Added |
| Fulton Breakefield Broenniman LLC | 7,033 | $627.9K | 0.05% | +222+3.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 7,045 | $629.0K | 0.13% | +53+0.8% | Added |
| LaFleur & Godfrey LLC | 7,047 | $629.2K | 0.09% | −189−2.6% | Reduced |
| Legacy Financial Advisors, Inc. | 7,051 | $629.5K | 0.12% | +989+16.3% | Added |
| Stiles Financial Services Inc | 7,057 | $630.0K | 0.31% | −898−11.3% | Reduced |
| Hohimer Wealth Management, LLC | 7,064 | $630.7K | 0.17% | −88−1.2% | Reduced |
| Breakwater Capital Group | 7,077 | $631.8K | 0.23% | +368+5.5% | Added |
| NCM Capital Management, LLC | 7,079 | $632.0K | 0.44% | +25+0.4% | Added |
| Pine Haven Investment Counsel, Inc | 7,086 | $632.6K | 0.63% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 7,099 | $633.8K | 0.23% | +674+10.5% | Added |
| Traphagen Investment Advisors LLC | 7,106 | $634.4K | 0.08% | +3,074+76.2% | Added |
| Weaver Consulting Group | 7,108 | $634.6K | 0.28% | +5+0.1% | Added |
| PBMares Wealth Management LLC | 7,109 | $634.6K | 0.23% | −21−0.3% | Reduced |
| Hardy Reed LLC | 7,126 | $636.2K | 0.11% | −113−1.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 7,136 | $637.1K | 0.17% | −135−1.9% | Reduced |
| Pacific Sun Financial Corp | 6,377 | $638.6K | 0.43% | +6,377 | New |
| Valmark Advisers, Inc. | 7,172 | $640.3K | 0.01% | +1,362+23.4% | Added |
| CenterStar Asset Management, LLC | 7,173 | $640.4K | 0.58% | +2,432+51.3% | Added |
| Teza Capital Management LLC | 7,178 | $640.9K | 0.10% | +7,178 | New |
| Oak Asset Management, LLC | 7,187 | $641.7K | 0.27% | −198−2.7% | Reduced |
| Cape Ann Savings Bank | 7,203 | $643.1K | 0.43% | +780+12.1% | Added |
| Landaas & Co | 7,223 | $645.0K | 0.28% | −117−1.6% | Reduced |
| BFT Financial Group, LLC | 7,246 | $646.9K | 0.07% | +299+4.3% | Added |
| Aspen Wealth Strategies, LLC | 7,256 | $647.8K | 0.49% | +3,529+94.7% | Added |
| GPS Wealth Strategies Group, LLC | 7,275 | $649.5K | 0.12% | +245+3.5% | Added |
| Glassman Wealth Services | 7,283 | $650.3K | 0.10% | −457−5.9% | Reduced |
| RVW Wealth, LLC | 7,290 | $650.8K | 0.08% | −1,202−14.2% | Reduced |
| Vigilant Capital Management, LLC | 7,297 | $651.0K | 0.05% | −1,034−12.4% | Reduced |
| DeDora Capital, Inc. | 7,307 | $652.4K | 0.25% | +98+1.4% | Added |
| Youngs Advisory Group, Inc. | 7,309 | $652.5K | 0.36% | +3,017+70.3% | Added |
| Montis Financial, LLC | 7,316 | $653.2K | 0.43% | −3,377−31.6% | Reduced |
| St. Johns Investment Management Company, LLC | 7,321 | $653.6K | 0.36% | −495−6.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 7,334 | $654.7K | 0.05% | −446−5.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,340 | $655.3K | 0.11% | −1,394−16.0% | Reduced |
| Global Trust Asset Management, LLC | 7,353 | $656.5K | 0.29% | −271−3.6% | Reduced |
| Oak Family Advisors, LLC | 7,353 | $656.5K | 0.31% | +20.0% | Added |
| Chatham Capital Group, Inc. | 7,386 | $659.4K | 0.14% | −395−5.1% | Reduced |
| XR Securities LLC | 7,402 | $660.9K | 1.02% | +2,750+59.1% | Added |
| Saybrook Capital | 7,400 | $661.0K | 0.20% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 7,431 | $663.4K | 0.03% | −907−10.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,435 | $663.8K | 0.43% | +329+4.6% | Added |
| Bank of New Hampshire | 7,437 | $664.0K | 0.19% | −810−9.8% | Reduced |
| Grove Bank & Trust | 7,443 | $664.5K | 0.13% | −577−7.2% | Reduced |
| Matrix Private Capital Group LLC | 7,444 | $664.6K | 0.49% | −1,533−17.1% | Reduced |
| Parametrica Management Ltd | 7,445 | $664.7K | 1.28% | +7,445 | New |
| Annex Advisory Services, LLC | 7,452 | $665.3K | 0.04% | −36,706−83.1% | Reduced |
| Arnhold LLC | 7,464 | $666.4K | 0.08% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 7,474 | $667.3K | 0.12% | −150−2.0% | Reduced |
| Marino, Stram & Associates LLC | 7,479 | $667.8K | 0.19% | +3,235+76.2% | Added |
| Westwood Wealth Management | 7,490 | $668.7K | 0.50% | −5−0.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,491 | $668.8K | 0.31% | +46+0.6% | Added |
| Zenyatta Capital Management LP | 7,500 | $669.6K | 0.43% | −27,500−78.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,513 | $670.8K | 0.45% | −1,819−19.5% | Reduced |
| Comerica Securities,inc. | 7,521 | $671.5K | 0.05% | +123+1.7% | Added |
| Hazlett, Burt & Watson, Inc. | 7,510 | $672.0K | 0.50% | −342−4.4% | Reduced |
| Hall Private Wealth Advisors | 7,545 | $673.6K | 0.36% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 7,559 | $674.9K | 0.16% | +1,243+19.7% | Added |
| Armstrong, Fleming & Moore, Inc | 7,566 | $675.5K | 0.62% | +7,566 | New |
| StrategIQ Financial Group, LLC | 7,576 | $676.3K | 0.08% | +42+0.6% | Added |
| Eagle Capital Management LLC | 7,619 | $680.2K | 0.00% | −2,978,163−99.7% | Reduced |
| Rosenbaum Jay D. | 7,652 | $683.2K | 1.10% | +264+3.6% | Added |
| Tompkins Financial Corp | 7,681 | $685.8K | 0.11% | +77+1.0% | Added |
| Sweet Financial Partners, LLC | 7,693 | $686.8K | 0.18% | +170+2.3% | Added |
| Foster Dykema Cabot & Co Inc | 7,700 | $687.0K | 0.08% | +138+1.8% | Added |
| Providence Wealth Advisors, LLC | 7,662 | $688.0K | 0.76% | −750−8.9% | Reduced |
| Broderick Brian C | 7,717 | $689.0K | 0.18% | +175+2.3% | Added |
| Proffitt & Goodson Inc | 7,731 | $690.2K | 0.14% | −82−1.0% | Reduced |
| Prestige Wealth Management Group LLC | 7,759 | $692.7K | 0.16% | +4,097+111.9% | Added |
| Liberty Wealth Management LLC | 7,768 | $693.6K | 0.17% | −112−1.4% | Reduced |
| Goldstein Advisors, LLC | 7,771 | $693.8K | 0.15% | +106+1.4% | Added |