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 |
|---|---|---|---|---|---|
| Sierra Capital LLC | 12,247 | $1.09M | 0.17% | +12+0.1% | Added |
| Calton & Associates, Inc. | 12,250 | $1.09M | 0.51% | −405−3.2% | Reduced |
| Intrust Bank NA | 12,281 | $1.10M | 0.13% | −975−7.4% | Reduced |
| Cascade Investment Advisors, Inc. | 12,298 | $1.10M | 0.82% | +815+7.1% | Added |
| DRW Securities, LLC | 12,313 | $1.10M | 0.09% | −34,954−74.0% | Reduced |
| Vanguard Capital Wealth Advisors | 12,318 | $1.10M | 1.00% | +3,001+32.2% | Added |
| Woodmont Investment Counsel LLC | 12,338 | $1.10M | 0.11% | +62+0.5% | Added |
| BerganKDV Wealth Management, LLC | 12,345 | $1.10M | 0.11% | +854+7.4% | Added |
| Duncker Streett & Co Inc | 12,350 | $1.10M | 0.25% | +303+2.5% | Added |
| Pure Financial Advisors, Inc. | 12,355 | $1.10M | 0.05% | +238+2.0% | Added |
| Lederer & Associates Investment Counsel | 12,400 | $1.11M | 0.84% | −149−1.2% | Reduced |
| NorthRock Partners, LLC | 12,427 | $1.11M | 0.12% | +588+5.0% | Added |
| Fairbanks Capital Management, Inc. | 12,448 | $1.11M | 0.86% | −8,856−41.6% | Reduced |
| Blue Square Asset Management, LLC | 12,485 | $1.11M | 0.79% | +8,566+218.6% | Added |
| Manhattan West Asset Management, LLC | 12,486 | $1.11M | 0.42% | +1,738+16.2% | Added |
| Agate Pass Investment Management, LLC | 12,509 | $1.12M | 0.68% | +303+2.5% | Added |
| Donaldson Capital Management, LLC | 12,553 | $1.12M | 0.05% | −3,235−20.5% | Reduced |
| Platform Technology Partners | 12,536 | $1.12M | 0.53% | +366+3.0% | Added |
| Good Life Advisors, LLC | 12,613 | $1.13M | 0.13% | −3,538−21.9% | Reduced |
| Outfitter Financial LLC | 12,615 | $1.13M | 1.01% | +175+1.4% | Added |
| Clarius Group, LLC | 12,624 | $1.13M | 0.09% | −2,803−18.2% | Reduced |
| Clare Market Investments LLC | 12,629 | $1.13M | 0.42% | −377−2.9% | Reduced |
| Snider Financial Group | 12,641 | $1.13M | 0.54% | −10,351−45.0% | Reduced |
| Avantax Planning Partners, Inc. | 12,645 | $1.13M | 0.04% | −554−4.2% | Reduced |
| MONECO Advisors, LLC | 12,654 | $1.13M | 0.31% | +903+7.7% | Added |
| Synergy Financial Group, LTD | 12,721 | $1.14M | 1.53% | +1,662+15.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,784 | $1.14M | 0.16% | +15+0.1% | Added |
| Martin & Co Inc | 12,820 | $1.14M | 0.29% | −555−4.1% | Reduced |
| Spears Abacus Advisors LLC | 12,852 | $1.15M | 0.09% | +299+2.4% | Added |
| Atlas Capital Advisors LLC | 12,863 | $1.15M | 0.17% | 00.0% | Unchanged |
| Capital Advisors Inc | 12,868 | $1.15M | 0.03% | +1,723+15.5% | Added |
| Cheviot Value Management, LLC | 12,890 | $1.15M | 0.25% | −2,264−14.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 13,026 | $1.16M | 0.57% | −778−5.6% | Reduced |
| First Commonwealth Financial Corp | 13,047 | $1.16M | 0.38% | +1,077+9.0% | Added |
| Trust Investment Advisors | 13,062 | $1.17M | 0.94% | +707+5.7% | Added |
| Gladius Capital Management LP | 13,099 | $1.17M | 0.59% | +3,874+42.0% | Added |
| Eaton Financial Holdings Company, LLC | 13,145 | $1.17M | 0.88% | +1,189+9.9% | Added |
| Compton Wealth Advisory Group, LLC | 13,167 | $1.18M | 0.39% | −629−4.6% | Reduced |
| Trellus Management Company, LLC | 13,200 | $1.18M | 1.82% | 00.0% | Unchanged |
| WT Wealth Management | 13,224 | $1.18M | 0.49% | +156+1.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,726 | $1.18M | 0.52% | −1,402−9.3% | Reduced |
| ELCO Management Co., LLC | 13,269 | $1.18M | 0.86% | −275−2.0% | Reduced |
| Waldron Private Wealth LLC | 13,297 | $1.19M | 0.06% | −4,144−23.8% | Reduced |
| Moloney Securities Asset Management, LLC | 13,299 | $1.19M | 0.21% | +2,066+18.4% | Added |
| Newman Dignan & Sheerar, Inc. | 13,301 | $1.19M | 0.37% | +25+0.2% | Added |
| Sentry Investment Management LLC | 13,303 | $1.19M | 0.45% | +3,277+32.7% | Added |
| Adirondack Trust Co | 13,488 | $1.20M | 0.56% | −302−2.2% | Reduced |
| Cordatus Wealth Management LLC | 13,449 | $1.20M | 0.45% | +13,449 | New |
| Annandale Capital, LLC | 13,486 | $1.20M | 0.35% | −75−0.6% | Reduced |
| PFG Investments, LLC | 13,491 | $1.20M | 0.22% | +1,117+9.0% | Added |
| Fernwood Investment Management, LLC | 13,706 | $1.21M | 0.43% | +804+6.2% | Added |
| Bath Savings Trust Co | 13,712 | $1.22M | 0.14% | −1,535−10.1% | Reduced |
| Summit Financial, LLC | 13,727 | $1.23M | 0.09% | +3,056+28.6% | Added |
| CFM Wealth Partners LLC | 13,746 | $1.23M | 0.30% | −2,498−15.4% | Reduced |
| 180 Wealth Advisors, LLC | 13,596 | $1.23M | 0.27% | +881+6.9% | Added |
| Leisure Capital Management | 13,790 | $1.23M | 0.68% | +468+3.5% | Added |
| Pinnacle West Asset Management, Inc. | 13,795 | $1.23M | 1.20% | −230−1.6% | Reduced |
| TD Private Client Wealth LLC | 13,803 | $1.23M | 0.05% | +1,044+8.2% | Added |
| Claro Advisors LLC | 13,806 | $1.23M | 0.31% | +272+2.0% | Added |
| Jmac Enterprises LLC | 13,822 | $1.23M | 0.31% | +216+1.6% | Added |
| Investors Asset Management of Georgia Inc | 13,862 | $1.24M | 0.64% | −272−1.9% | Reduced |
| Winthrop Advisory Group LLC | 13,894 | $1.24M | 0.20% | −220−1.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 14,000 | $1.25M | 0.30% | +866+6.6% | Added |
| Westside Investment Management, Inc. | 13,988 | $1.25M | 0.35% | −1,690−10.8% | Reduced |
| Court Place Advisors, LLC | 14,030 | $1.25M | 0.44% | −695−4.7% | Reduced |
| Independence Bank of Kentucky | 14,066 | $1.26M | 0.51% | −500−3.4% | Reduced |
| Wealthsource Partners, LLC | 14,068 | $1.26M | 0.08% | −1,481−9.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,084 | $1.26M | 0.05% | +1,336+10.5% | Added |
| World Equity Group, Inc. | 14,118 | $1.26M | 0.37% | −151,466−91.5% | Reduced |
| Oder Investment Management, LLC | 14,144 | $1.26M | 1.38% | −13,877−49.5% | Reduced |
| Cumberland Advisors Inc | 14,150 | $1.26M | 0.58% | +1,000+7.6% | Added |
| Private Trust Co NA | 14,160 | $1.26M | 0.16% | −1,541−9.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 14,201 | $1.27M | 0.17% | −634−4.3% | Reduced |
| Birmingham Capital Management Co Inc | 14,221 | $1.27M | 0.53% | −3,185−18.3% | Reduced |
| Conservest Capital Advisors, Inc. | 14,223 | $1.27M | 0.15% | −715−4.8% | Reduced |
| Aldebaran Financial Inc. | 14,238 | $1.27M | 1.82% | −1,839−11.4% | Reduced |
| Capstone Triton Financial Group, LLC | 14,251 | $1.27M | 0.88% | +241+1.7% | Added |
| West Branch Capital LLC | 14,280 | $1.27M | 0.64% | +395+2.8% | Added |
| New England Asset Management Inc | 14,286 | $1.28M | 0.18% | 00.0% | Unchanged |
| Quantbot Technologies LP | 14,289 | $1.28M | 0.08% | +14,289 | New |
| Eudaimonia Partners, LLC | 14,341 | $1.28M | 0.29% | −2,009−12.3% | Reduced |
| Atlas Private Wealth Management | 14,399 | $1.29M | 0.68% | +1,402+10.8% | Added |
| First National Bank & Trust Co of Newtown | 14,404 | $1.29M | 0.27% | −1,115−7.2% | Reduced |
| Strategic Blueprint, LLC | 14,433 | $1.29M | 0.12% | +4,294+42.4% | Added |
| Dana Investment Advisors, Inc. | 14,454 | $1.29M | 0.06% | −8,926−38.2% | Reduced |
| Thompson Investment Management, Inc. | 14,477 | $1.29M | 0.21% | +404+2.9% | Added |
| BSW Wealth Partners | 14,490 | $1.29M | 0.27% | +66+0.5% | Added |
| Wimmer Associates 1, LLC | 14,494 | $1.29M | 0.78% | −1,165−7.4% | Reduced |
| Spreng Capital Management, Inc. | 14,533 | $1.30M | 1.02% | −1,012−6.5% | Reduced |
| Qtron Investments LLC | 14,593 | $1.30M | 0.25% | +76+0.5% | Added |
| Kidder Stephen W | 14,650 | $1.31M | 0.43% | +3,080+26.6% | Added |
| Act Two Investors LLC | 14,675 | $1.31M | 0.37% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 14,700 | $1.31M | 0.74% | +2,315+18.7% | Added |
| Garde Capital, Inc. | 14,712 | $1.31M | 0.11% | −943−6.0% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,707 | $1.31M | 0.44% | +167+1.1% | Added |
| Tevis Investment Management | 14,727 | $1.31M | 1.28% | +365+2.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,782 | $1.32M | 1.15% | +1,800+13.9% | Added |
| Elmwood Wealth Management, Inc. | 14,802 | $1.32M | 0.62% | −133−0.9% | Reduced |
| Doliver Advisors, LP | 14,901 | $1.33M | 0.41% | −120−0.8% | Reduced |
| Hudson Canyon Capital Management | 14,925 | $1.33M | 1.05% | −494−3.2% | Reduced |