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 |
|---|---|---|---|---|---|
| Ridgewood Investments LLC | 10,536 | $940.7K | 0.53% | +4,014+61.5% | Added |
| Archford Capital Strategies, LLC | 10,873 | $941.6K | 0.18% | +119+1.1% | Added |
| First United Bank Trust | 10,556 | $942.4K | 0.42% | −15−0.1% | Reduced |
| True North Advisors, LLC | 10,561 | $942.9K | 0.27% | −12,862−54.9% | Reduced |
| Mechanics Financial Corp | 10,566 | $943.3K | 0.51% | −40−0.4% | Reduced |
| Copperleaf Capital, LLC | 10,574 | $944.1K | 0.88% | +1,286+13.8% | Added |
| Mirabella Financial Services LLP | 10,597 | $946.1K | 0.11% | +10,597 | New |
| Burney Co | 10,612 | $947.4K | 0.04% | −1,563−12.8% | Reduced |
| Argent Advisors, Inc. | 10,630 | $949.0K | 0.44% | +1,620+18.0% | Added |
| Schechter Investment Advisors, LLC | 10,667 | $952.3K | 0.09% | +265+2.5% | Added |
| Nemes Rush Group LLC | 10,685 | $953.9K | 0.17% | +10,685 | New |
| Rockingstone Advisors LLC | 10,685 | $954.0K | 0.54% | −18−0.2% | Reduced |
| Widmann Financial Services, Inc. | 10,718 | $956.9K | 0.92% | −70−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,751 | $959.8K | 0.01% | +10,751 | New |
| Obermeyer Wood Investment Counsel, LLLP | 10,808 | $964.9K | 0.07% | +510+5.0% | Added |
| Dynamic Technology Lab Private Ltd | 10,807 | $965.0K | 0.12% | +2,162+25.0% | Added |
| Strategic Financial Services, Inc, | 11,052 | $966.9K | 0.07% | −5,460−33.1% | Reduced |
| Arden Trust Co | 10,872 | $970.0K | 0.16% | −3,788−25.8% | Reduced |
| Aj Wealth Strategies, LLC | 10,882 | $971.5K | 0.05% | −2,321−17.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10,961 | $978.6K | 1.36% | −1,500−12.0% | Reduced |
| AdvisorNet Financial, Inc | 10,963 | $978.7K | 0.08% | −808−6.9% | Reduced |
| Forbes J M & Co LLP | 10,970 | $979.0K | 0.12% | +7,863+253.1% | Added |
| Abbot Financial Management, Inc. | 10,967 | $979.2K | 0.63% | −482−4.2% | Reduced |
| Lion Street Advisors, LLC | 5,794 | $979.6K | 0.33% | +3,109+115.8% | Added |
| Mechanics Bank Trust Department | 10,984 | $980.6K | 0.16% | −2,732−19.9% | Reduced |
| Boston Trust Walden Corp | 10,984 | $980.7K | 0.01% | −880−7.4% | Reduced |
| Constitution Capital LLC | 10,985 | $980.7K | 0.56% | −840−7.1% | Reduced |
| Great Diamond Partners, LLC | 10,991 | $981.3K | 0.26% | +483+4.6% | Added |
| Optimum Investment Advisors | 11,009 | $982.9K | 0.48% | −1,500−12.0% | Reduced |
| Charles Schwab Trust Co | 11,216 | $986.5K | 0.12% | +46+0.4% | Added |
| Eads & Heald Wealth Management | 11,057 | $987.0K | 0.49% | −513−4.4% | Reduced |
| Smith Anglin Financial, LLC | 11,071 | $988.5K | 0.12% | −669−5.7% | Reduced |
| Peloton Wealth Strategists | 11,080 | $989.0K | 0.44% | −1,475−11.7% | Reduced |
| Summit Trail Advisors, LLC | 11,105 | $991.5K | 0.04% | +767+7.4% | Added |
| Icon Wealth Partners, LLC | 11,108 | $991.8K | 0.10% | −865−7.2% | Reduced |
| DAGCO, Inc. | 11,120 | $992.7K | 0.49% | −1,442−11.5% | Reduced |
| Arrowroot Family Office, LLC | 11,145 | $995.0K | 0.75% | −6,547−37.0% | Reduced |
| Sippican Capital Advisors | 11,146 | $995.1K | 0.92% | −5,012−31.0% | Reduced |
| Herold Advisors, Inc. | 11,180 | $998.1K | 0.31% | −1,604−12.5% | Reduced |
| Warren Averett Asset Management, LLC | 11,187 | $998.8K | 0.04% | +946+9.2% | Added |
| Quantum Private Wealth, LLC | 11,193 | $999.3K | 0.46% | −4,654−29.4% | Reduced |
| Blue Fin Capital, Inc. | 11,193 | $999.3K | 0.29% | −3,308−22.8% | Reduced |
| David Loasby | 11,273 | $1.00M | 0.11% | −650−5.5% | Reduced |
| Lumature Wealth Partners, LLC | 11,246 | $1.00M | 0.60% | +50+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,263 | $1.01M | 0.24% | −859−7.1% | Reduced |
| Coastal Bridge Advisors, LLC | 11,281 | $1.01M | 0.25% | +97+0.9% | Added |
| Chesapeake Wealth Management | 11,286 | $1.01M | 0.40% | +410+3.8% | Added |
| Mather Group, LLC. | 11,303 | $1.01M | 0.02% | +2,338+26.1% | Added |
| Naviter Wealth, LLC | 11,316 | $1.01M | 0.26% | +1,836+19.4% | Added |
| Old Mission Investment Co LLC | 11,334 | $1.01M | 0.37% | +49+0.4% | Added |
| Lavaca Capital LLC | 11,335 | $1.01M | 0.32% | −10,289−47.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 11,354 | $1.01M | 0.24% | +2,832+33.2% | Added |
| Pinnacle Holdings, LLC | 11,363 | $1.01M | 0.45% | −71−0.6% | Reduced |
| V-Square Quantitative Management LLC | 11,371 | $1.02M | 0.74% | +30.0% | Added |
| Dash Acquisitions Inc. | 11,383 | $1.02M | 0.40% | +1,420+14.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 11,431 | $1.02M | 0.03% | +8,524+293.2% | Added |
| Evergreen Wealth Solutions, LLC | 11,393 | $1.02M | 1.03% | +106+0.9% | Added |
| Uncommon Cents Investing LLC | 11,398 | $1.02M | 0.36% | −240−2.1% | Reduced |
| NewEdge Wealth, LLC | 11,402 | $1.02M | 0.03% | −1,677−12.8% | Reduced |
| Vista Investment Management | 11,408 | $1.02M | 0.52% | +283+2.5% | Added |
| Buckingham Strategic Partners | 11,436 | $1.02M | 0.06% | −1,640−12.5% | Reduced |
| Omnia Family Wealth, LLC | 11,450 | $1.02M | 0.69% | −128−1.1% | Reduced |
| Palouse Capital Management, Inc. | 11,462 | $1.02M | 0.72% | +11,462 | New |
| Zevenbergen Capital Investments LLC | 11,470 | $1.02M | 0.02% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 11,478 | $1.02M | 0.15% | −30−0.3% | Reduced |
| Allred Capital Management, LLC | 11,516 | $1.03M | 0.50% | −115−1.0% | Reduced |
| EverSource Wealth Advisors, LLC | 11,541 | $1.03M | 0.11% | +3,712+47.4% | Added |
| JFS Wealth Advisors, LLC | 11,556 | $1.03M | 0.09% | −520−4.3% | Reduced |
| Ausdal Financial Partners, Inc. | 11,563 | $1.03M | 0.14% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 11,582 | $1.03M | 0.04% | +3,634+45.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,587 | $1.03M | 0.03% | −12−0.1% | Reduced |
| CM Wealth Advisors LLC | 12,027 | $1.04M | 0.34% | +635+5.6% | Added |
| Cypress Asset Management Inc | 11,471 | $1.04M | 0.33% | −4,128−26.5% | Reduced |
| Sunbelt Securities, Inc. | 11,624 | $1.04M | 0.15% | +1,164+11.1% | Added |
| Rockland Trust Co | 11,625 | $1.04M | 0.06% | +197+1.7% | Added |
| Founders Financial Securities LLC | 11,695 | $1.04M | 0.14% | +490+4.4% | Added |
| Sittner & Nelson, LLC | 11,697 | $1.04M | 0.57% | −2,605−18.2% | Reduced |
| Atomi Financial Group, Inc. | 11,757 | $1.05M | 0.48% | +3,989+51.4% | Added |
| Penserra Capital Management LLC | 11,837 | $1.05M | 0.02% | +11,198+1,752.4% | Added |
| SYSTM Wealth Solutions LLC | 11,855 | $1.06M | 0.14% | +94+0.8% | Added |
| Joseph P. Lucia & Associates, LLC | 11,865 | $1.06M | 0.71% | −155−1.3% | Reduced |
| Circle Wealth Management, LLC | 11,881 | $1.06M | 0.14% | −11,628−49.5% | Reduced |
| Confluence Wealth Services, Inc. | 11,908 | $1.06M | 0.23% | +794+7.1% | Added |
| Cape Cod Five Cents Savings Bank | 11,928 | $1.06M | 0.11% | −396−3.2% | Reduced |
| Advisor Resource Council | 11,929 | $1.07M | 0.62% | −3,086−20.6% | Reduced |
| Delaney Dennis R | 11,954 | $1.07M | 0.65% | +3,172+36.1% | Added |
| Prudent Man Advisors, LLC | 11,981 | $1.07M | 0.40% | −251−2.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,006 | $1.07M | 0.38% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 12,013 | $1.07M | 0.19% | −2,538−17.4% | Reduced |
| Conning Inc. | 12,023 | $1.07M | 0.04% | −2,869−19.3% | Reduced |
| Clear Harbor Asset Management, LLC | 12,046 | $1.08M | 0.11% | −2,100−14.8% | Reduced |
| Archer Investment Corp | 12,047 | $1.08M | 0.38% | +884+7.9% | Added |
| Garden State Investment Advisory Services LLC | 12,055 | $1.08M | 0.48% | +2,473+25.8% | Added |
| Balboa Wealth Partners | 12,121 | $1.08M | 0.38% | +349+3.0% | Added |
| Shepherd Financial Partners LLC | 12,155 | $1.09M | 0.17% | −810−6.2% | Reduced |
| StoneX Group Inc. | 12,174 | $1.09M | 0.11% | +1,039+9.3% | Added |
| Tempus Wealth Planning, LLC | 12,176 | $1.09M | 0.49% | +77+0.6% | Added |
| Delta Financial Advisors LLC | 12,193 | $1.09M | 0.48% | +438+3.7% | Added |
| Nicholas Hoffman & Company, LLC. | 12,224 | $1.09M | 0.04% | −2,647−17.8% | Reduced |
| Guardian Wealth Management, Inc. | 12,227 | $1.09M | 1.00% | +257+2.1% | Added |