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 |
|---|---|---|---|---|---|
| Barbara Oil Co. | 9,000 | $803.5K | 0.37% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 9,000 | $804.0K | 0.36% | 00.0% | Unchanged |
| Humankind Investments LLC | 9,010 | $804.4K | 0.31% | +5,753+176.6% | Added |
| Bank of Hawaii | 9,015 | $804.9K | 0.04% | −525−5.5% | Reduced |
| Samalin Investment Counsel, LLC | 9,017 | $805.1K | 0.44% | −951−9.5% | Reduced |
| Oakworth Capital, Inc. | 9,030 | $806.2K | 0.07% | −1,646−15.4% | Reduced |
| White Pine Capital LLC | 9,081 | $810.7K | 0.30% | +166+1.9% | Added |
| Bridge Advisory, LLC | 9,086 | $811.2K | 0.30% | +85+0.9% | Added |
| Dearborn Partners LLC | 9,087 | $811.3K | 0.03% | −600−6.2% | Reduced |
| Hilltop Partners LLC | 9,096 | $812.1K | 0.34% | +9,096 | New |
| Armstrong Henry H Associates Inc | 9,115 | $813.8K | 0.09% | 00.0% | Unchanged |
| First County Bank | 9,116 | $813.9K | 0.39% | +289+3.3% | Added |
| Secure Asset Management, LLC | 9,129 | $815.0K | 0.25% | −1,365−13.0% | Reduced |
| Monterey Private Wealth, Inc. | 9,145 | $816.4K | 0.40% | −14−0.2% | Reduced |
| Jupiter Wealth Management LLC | 9,195 | $820.9K | 0.70% | −1,729−15.8% | Reduced |
| Octavia Wealth Advisors, LLC | 9,208 | $822.1K | 0.17% | +135+1.5% | Added |
| BlueCrest Capital Management Ltd | 9,217 | $822.9K | 0.11% | −4,103−30.8% | Reduced |
| Vident Investment Advisory, LLC | 9,262 | $826.9K | 0.03% | −4,442−32.4% | Reduced |
| Enterprise Bank & Trust Co | 9,264 | $827.1K | 0.32% | +406+4.6% | Added |
| Cypress Wealth Services, LLC | 9,703 | $830.2K | 0.22% | +130+1.4% | Added |
| RMR Wealth Builders | 9,299 | $830.2K | 0.14% | +9+0.1% | Added |
| Piscataqua Savings Bank | 9,303 | $830.5K | 0.68% | −29−0.3% | Reduced |
| ZWJ Investment Counsel Inc | 9,341 | $834.0K | 0.04% | +89+1.0% | Added |
| Y.D. More Investments Ltd | 9,346 | $834.2K | 0.21% | −1,606−14.7% | Reduced |
| Intact Investment Management Inc. | 9,350 | $834.8K | 0.03% | +2,550+37.5% | Added |
| Tobam | 9,357 | $835.0K | 0.06% | −387−4.0% | Reduced |
| Polaris Wealth Advisory Group, LLC | 9,355 | $835.2K | 0.06% | +4,694+100.7% | Added |
| Hayek Kallen Investment Management | 9,375 | $837.0K | 0.36% | +570+6.5% | Added |
| Nadler Financial Group, Inc. | 9,392 | $838.5K | 0.12% | +225+2.5% | Added |
| Strong Tower Advisory Services | 9,443 | $843.1K | 0.40% | +474+5.3% | Added |
| Eqis Capital Management, Inc. | 9,454 | $844.1K | 0.09% | +1,363+16.8% | Added |
| Alliance Wealth Advisors, LLC | 9,481 | $846.4K | 0.31% | +648+7.3% | Added |
| Etesian Wealth Advisors, Inc. | 9,522 | $850.1K | 0.55% | −234−2.4% | Reduced |
| Finer Wealth Management, Inc. | 9,531 | $850.9K | 0.66% | +205+2.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9,542 | $851.9K | 0.16% | +150+1.6% | Added |
| Tilt Investment Management Holdings, PBC | 9,588 | $856.0K | 0.57% | 00.0% | Unchanged |
| JT Stratford LLC | 9,601 | $857.2K | 0.23% | −2,451−20.3% | Reduced |
| Resource Consulting Group Inc | 9,612 | $858.2K | 0.17% | +3,129+48.3% | Added |
| Credential Qtrade Securities Inc. | 9,628 | $859.6K | 0.05% | +1,513+18.6% | Added |
| Eastern Bank | 9,639 | $860.6K | 0.04% | −22,496−70.0% | Reduced |
| Lakeview Capital Partners, LLC | 9,643 | $860.9K | 0.16% | +2,011+26.3% | Added |
| Endurance Wealth Management, Inc. | 9,651 | $861.0K | 0.12% | −900−8.5% | Reduced |
| Greenup Street Wealth Management LLC | 9,644 | $861.0K | 0.24% | +145+1.5% | Added |
| Mayflower Financial Advisors, LLC | 9,644 | $861.1K | 0.11% | −1,002−9.4% | Reduced |
| Millennium Capital Advisors, LLC | 9,660 | $862.5K | 0.71% | +8+0.1% | Added |
| Grimes & Company, Inc. | 9,663 | $862.7K | 0.03% | −331−3.3% | Reduced |
| Garrison Point Advisors, LLC | 9,677 | $864.0K | 0.62% | +94+1.0% | Added |
| Hunter Perkins Capital Management, LLC | 9,674 | $864.0K | 0.18% | +264+2.8% | Added |
| TLWM | 9,698 | $865.8K | 0.25% | +85+0.9% | Added |
| Icon Advisers Inc | 9,700 | $866.0K | 0.22% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9,712 | $867.1K | 0.55% | +12+0.1% | Added |
| Cape Investment Advisory, Inc. | 9,768 | $872.0K | 0.49% | +534+5.8% | Added |
| Bank of Stockton | 9,779 | $873.1K | 0.30% | −489−4.8% | Reduced |
| Consolidated Portfolio Review Corp | 9,804 | $875.3K | 0.21% | +221+2.3% | Added |
| LJI Wealth Management, LLC | 9,808 | $875.7K | 0.26% | +595+6.5% | Added |
| Wintrust Investments LLC | 9,857 | $880.0K | 0.09% | −7,244−42.4% | Reduced |
| Pinebridge Investments, L.P. | 9,875 | $881.6K | 0.01% | −77,990−88.8% | Reduced |
| Vance Wealth, Inc. | 9,883 | $882.4K | 0.40% | +250+2.6% | Added |
| Fred Alger Management, LLC | 9,891 | $883.1K | 0.00% | −1,051,840−99.1% | Reduced |
| Apriem Advisors | 9,903 | $884.2K | 0.13% | +18+0.2% | Added |
| Chesapeake Asset Management LLC | 9,906 | $884.4K | 0.80% | +34+0.3% | Added |
| Wendell David Associates Inc | 9,973 | $890.0K | 0.10% | −200−2.0% | Reduced |
| Anson Funds Management LP | 10,000 | $892.8K | 0.27% | −10,000−50.0% | Reduced |
| O'Dell Group, LLC | 10,004 | $893.2K | 0.25% | +1,684+20.2% | Added |
| Old Point Trust & Financial Services N A | 10,007 | $893.4K | 0.37% | −1,211−10.8% | Reduced |
| Clear Creek Financial Management, LLC | 10,016 | $894.3K | 0.15% | −570−5.4% | Reduced |
| My Legacy Advisors, LLC | 9,896 | $895.3K | 0.35% | −7−0.1% | Reduced |
| Valley Brook Capital Group | 10,035 | $895.9K | 0.83% | −99−1.0% | Reduced |
| Hartline Investment Corp | 10,051 | $897.4K | 0.15% | +22+0.2% | Added |
| Salvus Wealth Management, LLC | 10,059 | $898.1K | 0.69% | +128+1.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,084 | $900.3K | 0.61% | −2,391−19.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 10,089 | $900.7K | 0.49% | 00.0% | Unchanged |
| Bremer Bank National Association | 10,108 | $902.4K | 0.17% | −65−0.6% | Reduced |
| Zullo Investment Group, Inc. | 10,124 | $903.9K | 0.52% | +933+10.2% | Added |
| Inscription Capital, LLC | 10,126 | $904.1K | 0.28% | −2,595−20.4% | Reduced |
| TCG Advisory Services, LLC | 10,130 | $904.4K | 0.15% | +4,821+90.8% | Added |
| Nicolet Bankshares Inc | 11,758 | $905.5K | 0.26% | +1,193+11.3% | Added |
| Marcum Wealth, LLC | 10,145 | $905.7K | 0.11% | +479+5.0% | Added |
| Forte Capital LLC | 10,168 | $907.8K | 0.13% | −648−6.0% | Reduced |
| Essex Savings Bank | 10,170 | $908.0K | 0.30% | −1,419−12.2% | Reduced |
| Voya Financial Advisors, Inc. | 10,261 | $912.7K | 0.11% | −98−0.9% | Reduced |
| Symmetry Partners, LLC | 10,231 | $913.0K | 0.05% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 10,228 | $913.2K | 0.20% | −999−8.9% | Reduced |
| DB Fitzpatrick & Co, Inc | 10,242 | $914.4K | 0.96% | −4,321−29.7% | Reduced |
| Gables Capital Management Inc. | 10,251 | $915.2K | 0.60% | −1,585−13.4% | Reduced |
| Meitav Dash Investments Ltd | 10,310 | $916.2K | 0.01% | +896+9.5% | Added |
| First National Bank Sioux Falls | 10,266 | $916.5K | 0.58% | −31−0.3% | Reduced |
| XML Financial, LLC | 10,291 | $918.8K | 0.11% | +275+2.7% | Added |
| Meridian Financial Partners LLC | 10,660 | $919.0K | 0.55% | +10,660 | New |
| Aries Wealth Management | 10,322 | $921.5K | 0.36% | −868−7.8% | Reduced |
| TriaGen Wealth Management LLC | 10,363 | $925.2K | 0.42% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,383 | $927.0K | 0.08% | −87−0.8% | Reduced |
| Legacy Capital Group California, Inc. | 10,434 | $931.5K | 0.38% | +3,101+42.3% | Added |
| MCF Advisors LLC | 10,462 | $934.0K | 0.08% | −731−6.5% | Reduced |
| Palumbo Wealth Management LLC | 10,466 | $934.4K | 0.57% | +740+7.6% | Added |
| LBMC Investment Advisors, LLC | 10,484 | $936.0K | 0.09% | −909−8.0% | Reduced |
| Acropolis Investment Management, LLC | 10,494 | $936.9K | 0.07% | −1,092−9.4% | Reduced |
| Covey Capital Advisors, LLC | 10,495 | $937.0K | 1.36% | +876+9.1% | Added |
| Chemung Canal Trust Co | 10,513 | $938.6K | 0.20% | −447−4.1% | Reduced |
| V Wealth Advisors LLC | 10,529 | $940.0K | 0.16% | −1,178−10.1% | Reduced |