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 |
|---|---|---|---|---|---|
| Chapin Davis, Inc. | 17,291 | $1.54M | 0.73% | −10.0% | Reduced |
| Axxcess Wealth Management, LLC | 17,327 | $1.55M | 0.11% | −1,843−9.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 17,347 | $1.55M | 0.94% | −262−1.5% | Reduced |
| Belpointe Asset Management LLC | 17,365 | $1.55M | 0.16% | −26,932−60.8% | Reduced |
| Benedetti & Gucer, Inc. | 17,386 | $1.55M | 0.80% | +614+3.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 17,432 | $1.56M | 0.45% | −830−4.5% | Reduced |
| GSB Wealth Management, LLC | 17,443 | $1.56M | 0.51% | +920+5.6% | Added |
| RS Crum Inc. | 17,446 | $1.56M | 0.56% | −15−0.1% | Reduced |
| Hollencrest Capital Management | 17,446 | $1.56M | 0.16% | +5,690+48.4% | Added |
| Norway Savings Bank | 17,470 | $1.56M | 0.85% | +1,500+9.4% | Added |
| Lake Street Advisors Group, LLC | 17,483 | $1.56M | 0.09% | −2,382−12.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 17,528 | $1.56M | 1.67% | −1,931−9.9% | Reduced |
| Charter Research & Investment Group, Inc. | 17,530 | $1.57M | 1.30% | +320+1.9% | Added |
| Campbell Newman Asset Management Inc | 17,565 | $1.57M | 0.14% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 17,592 | $1.57M | 0.75% | −2,200−11.1% | Reduced |
| Trust Co of Oklahoma | 17,605 | $1.57M | 0.58% | −2,272−11.4% | Reduced |
| Absher Wealth Management, LLC | 17,644 | $1.58M | 0.26% | +2,404+15.8% | Added |
| Quadrant Capital Group LLC | 17,655 | $1.58M | 0.16% | −3,435−16.3% | Reduced |
| L.M. Kohn & Company | 17,664 | $1.58M | 0.60% | +348+2.0% | Added |
| Ballentine Partners, LLC | 17,743 | $1.58M | 0.04% | −728−3.9% | Reduced |
| Carl P. Sherr & Co., LLC | 17,823 | $1.59M | 1.04% | −3,047−14.6% | Reduced |
| Bedel Financial Consulting, Inc. | 17,833 | $1.59M | 0.33% | +54+0.3% | Added |
| Montecito Bank & Trust | 17,879 | $1.60M | 0.36% | −387−2.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17,910 | $1.60M | 1.00% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 17,911 | $1.60M | 0.32% | +1,440+8.7% | Added |
| Jump Financial, LLC | 17,987 | $1.61M | 0.06% | +12,517+228.8% | Added |
| Bizma Investimentos Ltda | 18,000 | $1.61M | 1.09% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 18,038 | $1.61M | 0.44% | +938+5.5% | Added |
| Old National Bancorp | 18,148 | $1.62M | 0.05% | +981+5.7% | Added |
| Three Bridge Wealth Advisors, LLC | 18,205 | $1.63M | 0.69% | −1,512−7.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 18,217 | $1.63M | 0.17% | +4,094+29.0% | Added |
| Winch Advisory Services, LLC | 18,233 | $1.63M | 0.58% | −424−2.3% | Reduced |
| Weik Capital Management | 18,300 | $1.63M | 0.77% | −1,100−5.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 18,397 | $1.64M | 0.56% | −32−0.2% | Reduced |
| Sanders Morris Harris LLC | 18,238 | $1.65M | 0.36% | +14,563+396.3% | Added |
| Field & Main Bank | 18,445 | $1.65M | 0.92% | +160+0.9% | Added |
| Romano Brothers and Company | 18,468 | $1.65M | 0.25% | −4,131−18.3% | Reduced |
| NTV Asset Management LLC | 18,473 | $1.65M | 0.29% | −789−4.1% | Reduced |
| BCGM Wealth Management, LLC | 18,552 | $1.66M | 0.73% | +1,401+8.2% | Added |
| WMS Partners, LLC | 18,572 | $1.66M | 0.13% | −830−4.3% | Reduced |
| Banco de Sabadell, S.A | 18,600 | $1.66M | 1.34% | −509−2.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,623 | $1.66M | 0.27% | −4,737−20.3% | Reduced |
| GW&K Investment Management, LLC | 18,710 | $1.67M | 0.02% | +145+0.8% | Added |
| Laidlaw Wealth Management LLC | 18,723 | $1.67M | 0.33% | +963+5.4% | Added |
| Panagora Asset Management Inc | 18,794 | $1.68M | 0.01% | −81,703−81.3% | Reduced |
| Kovack Advisors, Inc. | 18,795 | $1.68M | 0.22% | −794−4.1% | Reduced |
| Atlas Brown,Inc. | 18,803 | $1.68M | 0.74% | −418−2.2% | Reduced |
| XTX Topco Ltd | 18,804 | $1.68M | 0.30% | +15,784+522.6% | Added |
| Lindbrook Capital, LLC | 18,825 | $1.68M | 0.18% | +1,065+6.0% | Added |
| One Capital Management, LLC | 18,908 | $1.69M | 0.08% | −3,241−14.6% | Reduced |
| Spirit of America Management Corp | 18,950 | $1.69M | 0.38% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 18,980 | $1.69M | 0.03% | +17,595+1,270.4% | Added |
| Studio Investment Management LLC | 19,026 | $1.70M | 0.48% | +1,208+6.8% | Added |
| American Investment Services, Inc. | 19,139 | $1.71M | 0.35% | −15,532−44.8% | Reduced |
| Westmount Partners, LLC | 19,141 | $1.71M | 0.74% | +666+3.6% | Added |
| Mount Capital Ltd | 19,200 | $1.71M | 0.67% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 19,205 | $1.71M | 0.17% | +113+0.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 19,228 | $1.72M | 0.84% | +2,571+15.4% | Added |
| New Potomac Partners, LLC | 19,301 | $1.72M | 1.14% | −990−4.9% | Reduced |
| Palisade Capital Management LLC | 19,316 | $1.72M | 0.05% | −310−1.6% | Reduced |
| Fosun International Ltd | 19,331 | $1.73M | 0.24% | 00.0% | Unchanged |
| Ledge Wealth Management, Inc. | 19,357 | $1.73M | 0.83% | −2,295−10.6% | Reduced |
| Cary Street Partners Asset Management LLC | 19,387 | $1.73M | 0.32% | +205+1.1% | Added |
| Neo Ivy Capital Management | 19,416 | $1.73M | 0.91% | +19,416 | New |
| Estabrook Capital Management | 19,446 | $1.74M | 0.29% | +591+3.1% | Added |
| SOA Wealth Advisors, LLC. | 19,465 | $1.74M | 0.41% | −8,023−29.2% | Reduced |
| Bridges Investment Management Inc | 19,554 | $1.75M | 0.06% | −665−3.3% | Reduced |
| Eagle Bluffs Wealth Management LLC | 19,592 | $1.75M | 1.35% | +370+1.9% | Added |
| Corrado Advisors, LLC | 19,618 | $1.75M | 1.23% | +532+2.8% | Added |
| Profund Advisors LLC | 19,698 | $1.76M | 0.09% | +2,631+15.4% | Added |
| Ropes Wealth Advisors LLC | 19,700 | $1.76M | 0.29% | +234+1.2% | Added |
| Zuckerman Investment Group, LLC | 19,743 | $1.76M | 0.25% | +1,205+6.5% | Added |
| Chemistry Wealth Management LLC | 19,795 | $1.77M | 0.57% | +63+0.3% | Added |
| Ceera Investments, LLC | 19,821 | $1.77M | 1.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 19,832 | $1.77M | 0.54% | −9,195−31.7% | Reduced |
| Deltec Asset Management LLC | 19,858 | $1.77M | 0.39% | +19,858 | New |
| Acadian Asset Management LLC | 19,897 | $1.77M | 0.01% | −37,480−65.3% | Reduced |
| Continuum Advisory, LLC | 22,035 | $1.77M | 0.28% | −2,909−11.7% | Reduced |
| Hoertkorn Richard Charles | 19,864 | $1.77M | 0.85% | +370+1.9% | Added |
| Naples Global Advisors, LLC | 19,886 | $1.78M | 0.21% | −4,238−17.6% | Reduced |
| Chicago Trust Co NA | 19,953 | $1.78M | 0.43% | −2,889−12.6% | Reduced |
| Duff & Phelps Investment Management Co | 19,973 | $1.78M | 0.02% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 19,975 | $1.78M | 0.66% | −901−4.3% | Reduced |
| Wealth Alliance | 19,991 | $1.78M | 0.27% | −2,945−12.8% | Reduced |
| Congress Park Capital LLC | 20,003 | $1.79M | 1.00% | −2,365−10.6% | Reduced |
| Sawyer & Company, Inc | 20,058 | $1.79M | 0.82% | +346+1.8% | Added |
| Fort Sheridan Advisors LLC | 20,094 | $1.79M | 0.41% | +2,595+14.8% | Added |
| Altfest L J & Co Inc | 20,098 | $1.79M | 0.27% | −8,388−29.4% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $1.80M | 1.46% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20,121 | $1.80M | 0.24% | −358−1.7% | Reduced |
| Summit Financial Group Inc | 20,140 | $1.80M | 0.70% | −560−2.7% | Reduced |
| Cohen Lawrence B | 20,195 | $1.80M | 1.15% | −315−1.5% | Reduced |
| Slow Capital, Inc. | 20,204 | $1.80M | 0.31% | −144−0.7% | Reduced |
| North Star Investment Management Corp. | 20,253 | $1.81M | 0.15% | −16,898−45.5% | Reduced |
| Journey Advisory Group, LLC | 20,283 | $1.81M | 0.27% | −6,904−25.4% | Reduced |
| Highlander Capital Management, LLC | 20,412 | $1.82M | 0.84% | +100+0.5% | Added |
| Capital International Ltd | 20,459 | $1.83M | 0.10% | +3,956+24.0% | Added |
| Selway Asset Management | 20,477 | $1.83M | 0.80% | +678+3.4% | Added |
| Hancock Whitney Corp | 20,490 | $1.83M | 0.07% | +869+4.4% | Added |
| Aspiriant, LLC | 20,506 | $1.83M | 0.09% | +1,514+8.0% | Added |