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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 7,773 | $694.0K | 0.20% | −139−1.8% | Reduced |
| Marietta Investment Partners LLC | 7,780 | $694.6K | 0.18% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 7,780 | $694.6K | 0.31% | +346+4.7% | Added |
| Spectrum Wealth Advisory Group, LLC | 7,798 | $696.2K | 0.92% | +3,184+69.0% | Added |
| Schulhoff & Co Inc | 7,809 | $697.2K | 0.32% | −152−1.9% | Reduced |
| Beacon Investment Advisors LLC | 7,812 | $697.5K | 0.48% | −198−2.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,814 | $697.7K | 0.46% | +28+0.4% | Added |
| Amplius Wealth Advisors, LLC | 7,828 | $698.9K | 0.09% | −439−5.3% | Reduced |
| Baldwin Investment Management, LLC | 7,833 | $699.3K | 0.12% | +80+1.0% | Added |
| Strategic Wealth Partners, Ltd. | 7,848 | $700.6K | 0.09% | −394−4.8% | Reduced |
| Capital International Inc | 7,873 | $702.9K | 0.01% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 7,873 | $702.9K | 0.30% | +100+1.3% | Added |
| Nichols & Pratt Advisers LLP | 7,882 | $703.7K | 0.05% | −1,010−11.4% | Reduced |
| Dudley Capital Management, LLC | 7,916 | $706.7K | 0.48% | −475−5.7% | Reduced |
| Cooper Financial Group | 7,920 | $707.1K | 0.18% | −2,409−23.3% | Reduced |
| Central Bank & Trust Co | 7,947 | $709.5K | 0.12% | −297−3.6% | Reduced |
| Missouri Trust & Investment Co | 7,948 | $709.6K | 0.40% | +136+1.7% | Added |
| Keystone Wealth Services, LLC | 7,952 | $710.0K | 0.27% | +72+0.9% | Added |
| Simon Quick Advisors, LLC | 7,970 | $711.6K | 0.07% | −328−4.0% | Reduced |
| Aull & Monroe Investment Management Corp | 7,980 | $712.5K | 0.36% | −6−0.1% | Reduced |
| United Bank | 7,995 | $713.8K | 0.41% | −381−4.5% | Reduced |
| Ted Buchan & Co | 8,023 | $716.3K | 0.55% | +1,785+28.6% | Added |
| Principal Street Partners, LLC | 8,024 | $716.4K | 0.17% | −306−3.7% | Reduced |
| Indiana Trust & Investment Management CO | 8,025 | $716.5K | 0.37% | −489−5.7% | Reduced |
| Live Oak Investment Partners | – | $717.4K | 0.60% | – | – |
| Quent Capital, LLC | 8,038 | $717.6K | 0.11% | −222−2.7% | Reduced |
| Valicenti Advisory Services Inc | 8,039 | $718.0K | 0.23% | −6,630−45.2% | Reduced |
| Angeles Wealth Management, LLC | 8,044 | $718.2K | 0.10% | −403−4.8% | Reduced |
| WESCAP Management Group, Inc. | 8,076 | $721.0K | 0.25% | −103−1.3% | Reduced |
| Dohj, LLC | 8,088 | $722.1K | 0.31% | +275+3.5% | Added |
| Huber Capital Management LLC | 8,100 | $723.2K | 0.17% | +8,100 | New |
| Hexagon Capital Partners LLC | 8,506 | $723.7K | 0.19% | +971+12.9% | Added |
| CX Institutional | 8,123 | $725.2K | 0.04% | +508+6.7% | Added |
| Signature Wealth Management Partners, LLC | 8,146 | $727.3K | 0.67% | −607−6.9% | Reduced |
| Cornerstone National Bank & Trust Co | 8,158 | $728.3K | 0.42% | +1,721+26.7% | Added |
| Parisi Gray Wealth Management | 7,277 | $728.7K | 0.33% | 00.0% | Unchanged |
| Camden Capital, LLC | 8,180 | $730.3K | 0.08% | +903+12.4% | Added |
| Chicago Capital, LLC | 8,188 | $731.0K | 0.03% | +81+1.0% | Added |
| Unigestion Holding SA | 8,248 | $733.7K | 0.04% | −26,271−76.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,222 | $734.1K | 0.43% | +180+2.2% | Added |
| Peddock Capital Advisors, LLC | 8,237 | $735.4K | 0.24% | −513−5.9% | Reduced |
| EFG Asset Management (North America) Corp. | 8,267 | $737.9K | 0.16% | −471−5.4% | Reduced |
| Worth Financial Advisory Group, LLC | 8,304 | $741.4K | 0.69% | −1,125−11.9% | Reduced |
| Resurgent Financial Advisors LLC | 8,342 | $744.8K | 0.49% | −95−1.1% | Reduced |
| Wills Financial Group, Inc. | 8,352 | $745.7K | 0.38% | −1,130−11.9% | Reduced |
| Successful Portfolios LLC | 8,375 | $747.7K | 0.64% | −2,698−24.4% | Reduced |
| Audent Global Asset Management, LLC | 8,385 | $748.6K | 0.89% | +8,385 | New |
| Bridgewater Associates, LP | 8,397 | $749.7K | 0.00% | −1,579−15.8% | Reduced |
| Sonnipe Ltd | 8,403 | $750.2K | 0.10% | 00.0% | Unchanged |
| PFG Advisors | 8,408 | $750.7K | 0.06% | −463−5.2% | Reduced |
| IVC Wealth Advisors LLC | 8,412 | $751.0K | 0.48% | −323−3.7% | Reduced |
| Silverlake Wealth Management LLC | 8,413 | $751.1K | 0.42% | −467−5.3% | Reduced |
| Delta Capital Management LLC | 8,425 | $752.0K | 0.52% | −25−0.3% | Reduced |
| CoreFirst Bank & Trust | 8,457 | $755.0K | 0.53% | −557−6.2% | Reduced |
| Investors Research Corp | 8,465 | $755.8K | 0.19% | −75−0.9% | Reduced |
| Wolf Group Capital Advisors | 8,538 | $756.4K | 0.38% | −19−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 8,500 | $758.0K | 0.10% | −1,522−15.2% | Reduced |
| InTrack Investment Management Inc | 8,504 | $759.3K | 0.62% | +377+4.6% | Added |
| Sterling Investment Advisors, Ltd. | 8,515 | $760.3K | 0.25% | −1,445−14.5% | Reduced |
| Laffer Tengler Investments | 8,526 | $761.2K | 0.20% | +248+3.0% | Added |
| LexAurum Advisors, LLC | 8,528 | $761.4K | 0.23% | −167−1.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 8,537 | $762.0K | 0.05% | +136+1.6% | Added |
| Berger Financial Group, Inc | 8,549 | $763.3K | 0.09% | −774−8.3% | Reduced |
| IMS Capital Management | 8,553 | $763.7K | 0.42% | −21,085−71.1% | Reduced |
| Tectonic Advisors LLC | 8,562 | $764.4K | 0.09% | +1,343+18.6% | Added |
| McDonough Capital Management, Inc | 8,570 | $765.1K | 0.70% | −2,106−19.7% | Reduced |
| ISAM Funds (UK) Ltd | 8,593 | $767.2K | 0.69% | +8,593 | New |
| Nikulski Financial, Inc. | 8,612 | $768.8K | 0.32% | +782+10.0% | Added |
| Accredited Investors Inc. | 8,617 | $769.3K | 0.05% | −97−1.1% | Reduced |
| Investment Partners, Ltd. | 8,636 | $771.0K | 0.40% | −38−0.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,656 | $772.8K | 0.08% | −1,749−16.8% | Reduced |
| Aberdeen Wealth Management LLC | 8,659 | $773.1K | 0.56% | +55+0.6% | Added |
| Gradient Investments LLC | 8,686 | $775.5K | 0.02% | +129+1.5% | Added |
| Exencial Wealth Advisors, LLC | 8,692 | $776.1K | 0.04% | −55,758−86.5% | Reduced |
| Biltmore Family Office, LLC | 8,693 | $776.1K | 0.16% | +165+1.9% | Added |
| Abacus Planning Group, Inc. | 8,700 | $776.7K | 0.19% | +6+0.1% | Added |
| Davis-Rea Ltd. | 8,720 | $778.5K | 0.44% | −13,497−60.8% | Reduced |
| Carr Financial Group Corp | 8,739 | $780.2K | 0.31% | −500−5.4% | Reduced |
| Sandhill Capital Partners LLC | 8,753 | $781.5K | 0.07% | −231,910−96.4% | Reduced |
| ERn Financial, LLC | 8,754 | $781.6K | 0.16% | +318+3.8% | Added |
| Alps Advisors Inc | 8,780 | $783.9K | 0.01% | +3,357+61.9% | Added |
| Profit Investment Management, LLC | 8,793 | $785.0K | 0.51% | +1,455+19.8% | Added |
| Oxler Private Wealth LLC | 8,805 | $786.1K | 0.37% | +92+1.1% | Added |
| Kozak & Associates, Inc. | 8,702 | $787.6K | 0.32% | −526−5.7% | Reduced |
| Rocky Mountain Advisers, LLC | 7,876 | $788.6K | 0.42% | 00.0% | Unchanged |
| Financial Architects, Inc | 8,849 | $790.0K | 0.12% | −425−4.6% | Reduced |
| Apexium Financial, LP | 8,851 | $790.2K | 0.07% | +113+1.3% | Added |
| Pflug Koory, LLC | 8,857 | $790.8K | 0.40% | +95+1.1% | Added |
| Viawealth, LLC | 8,858 | $790.8K | 0.59% | −590−6.2% | Reduced |
| Mystic Asset Management, Inc. | 8,863 | $791.3K | 0.42% | −385−4.2% | Reduced |
| Alta Wealth Advisors LLC | 8,867 | $791.6K | 0.46% | −221−2.4% | Reduced |
| US Asset Management LLC | 8,880 | $793.0K | 0.84% | −8−0.1% | Reduced |
| Harbour Capital Advisors, LLC | 8,779 | $794.5K | 0.23% | −6,708−43.3% | Reduced |
| TCM Advisors, LLC | – | $794.6K | 0.34% | – | – |
| Cim Investment Mangement Inc | 8,900 | $794.6K | 0.27% | +21+0.2% | Added |
| Founders Financial Alliance, LLC | 8,922 | $796.5K | 0.31% | −2,164−19.5% | Reduced |
| HF Advisory Group, LLC | 8,944 | $798.5K | 0.63% | +427+5.0% | Added |
| Harbor Investment Advisory, LLC | 8,966 | $800.5K | 0.11% | +535+6.3% | Added |
| Navalign, LLC | 8,972 | $801.0K | 0.32% | +237+2.7% | Added |
| Main Street Financial Solutions, LLC | 8,998 | $803.3K | 0.11% | −221−2.4% | Reduced |