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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Davidson Trust Co | 14,933 | $1.33M | 0.96% | −143−0.9% | Reduced |
| Dempze Nancy E | 14,954 | $1.34M | 1.14% | +417+2.9% | Added |
| Waycross Partners, LLC | 15,000 | $1.34M | 0.29% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 15,008 | $1.34M | 0.78% | −255−1.7% | Reduced |
| Argus Investors' Counsel, Inc. | 15,085 | $1.35M | 0.93% | +400+2.7% | Added |
| Magnus Financial Group LLC | 15,097 | $1.35M | 0.19% | +1,071+7.6% | Added |
| LMG Wealth Partners, LLC | 15,129 | $1.35M | 0.41% | +811+5.7% | Added |
| Capital International Sarl | 15,177 | $1.36M | 0.06% | +1,016+7.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 15,200 | $1.36M | 0.75% | −350−2.3% | Reduced |
| Bensler, LLC | 15,211 | $1.36M | 0.26% | −92−0.6% | Reduced |
| Turim 21 Investimentos Ltda. | 15,229 | $1.36M | 0.69% | −1,210−7.4% | Reduced |
| RFG Advisory, LLC | 15,232 | $1.36M | 0.06% | +1,012+7.1% | Added |
| Oak Thistle LLC | 15,240 | $1.36M | 0.72% | +12,556+467.8% | Added |
| Avitas Wealth Management LLC | 15,256 | $1.36M | 0.25% | +1,838+13.7% | Added |
| Fukoku Mutual Life Insurance Co | 15,296 | $1.37M | 0.13% | +4,000+35.4% | Added |
| Nations Financial Group Inc, | 15,381 | $1.37M | 0.13% | +2,140+16.2% | Added |
| Mendota Financial Group, LLC | 15,392 | $1.37M | 1.55% | −9,970−39.3% | Reduced |
| Redwood Investments, LLC | 15,437 | $1.38M | 0.17% | −35,059−69.4% | Reduced |
| Auxano Advisors, LLC | 13,809 | $1.38M | 0.55% | 00.0% | Unchanged |
| Auxier Asset Management | 15,516 | $1.39M | 0.23% | −57−0.4% | Reduced |
| Galibier Capital Management Ltd. | 15,524 | $1.39M | 0.32% | +1,316+9.3% | Added |
| Nwam LLC | 15,621 | $1.39M | 0.11% | −34,462−68.8% | Reduced |
| Bradley Mark J. | 15,705 | $1.40M | 1.39% | −10,021−39.0% | Reduced |
| Belmont Capital, LLC | 15,735 | $1.40M | 0.79% | +15,735 | New |
| Stratos Wealth Advisors, LLC | 15,735 | $1.40M | 0.10% | +427+2.8% | Added |
| Bigelow Investment Advisors, LLC | 15,745 | $1.41M | 0.77% | +265+1.7% | Added |
| Bangor Savings Bank | 15,777 | $1.41M | 0.16% | +279+1.8% | Added |
| Invst, LLC | 15,877 | $1.42M | 0.20% | −206−1.3% | Reduced |
| Sterling Investment Management, Inc. | 15,927 | $1.42M | 1.13% | −64−0.4% | Reduced |
| Family Legacy, Inc. | 15,928 | $1.42M | 0.57% | +92+0.6% | Added |
| LCNB Corp | 15,938 | $1.42M | 0.61% | −782−4.7% | Reduced |
| Sterling Investment Counsel, LLC | 15,988 | $1.43M | 0.77% | −212−1.3% | Reduced |
| Cypress Capital, LLC | 15,993 | $1.43M | 0.41% | +746+4.9% | Added |
| Kiley Juergens Wealth Management, LLC | 16,008 | $1.43M | 0.49% | −1,083−6.3% | Reduced |
| CIC Wealth, LLC | 16,019 | $1.43M | 0.49% | −7,833−32.8% | Reduced |
| GYL Financial Synergies, LLC | 16,030 | $1.43M | 0.13% | −13−0.1% | Reduced |
| Nixon Peabody Trust Co | 16,031 | $1.43M | 1.16% | −3,657−18.6% | Reduced |
| Ronald Blue Trust, Inc. | 14,313 | $1.43M | 0.02% | +661+4.8% | Added |
| Roberts Glore & Co Inc | 16,055 | $1.43M | 0.46% | +250+1.6% | Added |
| New England Research & Management, Inc. | 16,087 | $1.44M | 0.83% | −245−1.5% | Reduced |
| Csenge Advisory Group | 16,089 | $1.44M | 0.10% | −214−1.3% | Reduced |
| Transatlantique Private Wealth LLC | 16,089 | $1.44M | 0.75% | −3,403−17.5% | Reduced |
| FORA Capital, LLC | 16,141 | $1.44M | 0.20% | −36,595−69.4% | Reduced |
| CV Advisors LLC | 16,142 | $1.44M | 1.14% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 16,174 | $1.44M | 0.74% | +142+0.9% | Added |
| Marathon Trading Investment Management LLC | 16,174 | $1.44M | 0.90% | −238,083−93.6% | Reduced |
| Andra AP-fonden | 16,189 | $1.45M | 0.04% | −3,500−17.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,203 | $1.45M | 0.02% | +493+3.1% | Added |
| Morse Asset Management, Inc | 16,220 | $1.45M | 0.44% | −4,300−21.0% | Reduced |
| Cypress Capital Group | 16,235 | $1.45M | 0.21% | −1,378−7.8% | Reduced |
| GM Advisory Group, Inc. | 16,288 | $1.45M | 0.12% | +329+2.1% | Added |
| Hilltop Holdings Inc. | 16,308 | $1.46M | 0.18% | −2,298−12.4% | Reduced |
| Trustco Bank Corp N Y | 16,325 | $1.46M | 1.57% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 16,331 | $1.46M | 0.08% | +1,129+7.4% | Added |
| Cohen Investment Advisors LLC | 16,350 | $1.46M | 1.17% | −1,135−6.5% | Reduced |
| Chiron Capital Management, LLC | 16,350 | $1.46M | 1.16% | +510+3.2% | Added |
| J. W. Coons Advisors, LLC | 16,386 | $1.46M | 0.40% | −2,200−11.8% | Reduced |
| Fundamentun, LLC | 16,397 | $1.46M | 0.22% | −195−1.2% | Reduced |
| First Business Financial Services, Inc. | 16,401 | $1.46M | 0.18% | +472+3.0% | Added |
| Carmel Capital Partners, LLC | 16,431 | $1.47M | 0.76% | +707+4.5% | Added |
| Linker Capital Management Inc. | 16,432 | $1.47M | 1.55% | 00.0% | Unchanged |
| Connolly Sarah T. | 16,465 | $1.47M | 0.89% | −13−0.1% | Reduced |
| HCR Wealth Advisors | 16,467 | $1.47M | 0.27% | −519−3.1% | Reduced |
| JNBA Financial Advisors | 16,480 | $1.47M | 0.18% | −179−1.1% | Reduced |
| Adviser Investments LLC | 16,481 | $1.47M | 0.03% | +6,975+73.4% | Added |
| Essex Financial Services, Inc. | 16,498 | $1.47M | 0.17% | −1,075−6.1% | Reduced |
| Keystone Financial Group | 16,532 | $1.48M | 0.25% | +16,532 | New |
| Insight Inv LLC | 16,540 | $1.48M | 1.52% | +2,340+16.5% | Added |
| Drexel Morgan & Co. | 16,586 | $1.48M | 0.38% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 16,605 | $1.48M | 0.20% | −1,858−10.1% | Reduced |
| Executive Wealth Management, LLC | 16,614 | $1.48M | 0.15% | +6,730+68.1% | Added |
| Caxton Associates LP | 16,621 | $1.48M | 0.22% | +16,621 | New |
| Financial Advisory Service, Inc. | 16,627 | $1.48M | 0.19% | +644+4.0% | Added |
| Byrne Asset Management LLC | 16,638 | $1.49M | 0.97% | +5,147+44.8% | Added |
| Boltwood Capital Management | 16,666 | $1.49M | 0.54% | −240−1.4% | Reduced |
| Thomas Story & Son LLC | 16,679 | $1.49M | 0.68% | −1,175−6.6% | Reduced |
| Checchi Capital Advisers, LLC | 16,726 | $1.49M | 0.13% | −2,094−11.1% | Reduced |
| MSH Capital Advisors LLC | 16,766 | $1.50M | 0.55% | −204−1.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 16,769 | $1.50M | 0.32% | +879+5.5% | Added |
| Ameritas Advisory Services, LLC | 16,920 | $1.50M | 0.19% | −17,780−51.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 1 | $1.51M | 0.88% | −16,789−100.0% | Reduced |
| Stevens Capital Management LP | 16,946 | $1.51M | 0.31% | +16,946 | New |
| Intellectus Partners, LLC | 16,985 | $1.52M | 0.46% | +6,593+63.4% | Added |
| Scott & Selber, Inc. | 16,987 | $1.52M | 0.59% | −142−0.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.52M | 0.54% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 17,022 | $1.52M | 0.61% | −818−4.6% | Reduced |
| Miller Investment Management, LP | 17,023 | $1.52M | 0.23% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 17,039 | $1.52M | 0.18% | −3,764−18.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 17,069 | $1.52M | 0.66% | +90+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 17,078 | $1.52M | 0.29% | +1,325+8.4% | Added |
| Bank Hapoalim BM | 17,081 | $1.52M | 0.22% | −1,272−6.9% | Reduced |
| Ellsworth Advisors, LLC | 17,082 | $1.53M | 0.53% | +680+4.1% | Added |
| Dover Advisors, LLC | 17,114 | $1.53M | 1.36% | −190−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 17,132 | $1.53M | 0.02% | +17,132 | New |
| Perennial Investment Advisors, LLC | 17,160 | $1.53M | 0.27% | −148−0.9% | Reduced |
| Regal Investment Advisors LLC | 17,167 | $1.53M | 0.13% | −814−4.5% | Reduced |
| Garrison Asset Management, LLC | 17,168 | $1.53M | 0.92% | −363−2.1% | Reduced |
| Fairfield, Bush & Co. | 17,184 | $1.53M | 0.42% | −312−1.8% | Reduced |
| Sculati Wealth Management, LLC | 17,193 | $1.54M | 0.77% | −120−0.7% | Reduced |
| Citizens Business Bank | 17,210 | $1.54M | 0.34% | −716−4.0% | Reduced |