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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 20,573 | $1.84M | 0.40% | −857−4.0% | Reduced |
| Proequities, Inc. | 20,594 | $1.84M | 0.14% | +468+2.3% | Added |
| Diamant Asset Management, Inc. | 20,641 | $1.84M | 1.41% | −86−0.4% | Reduced |
| Menlo Advisors LLC | 20,708 | $1.85M | 1.16% | −2,440−10.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 20,811 | $1.86M | 0.51% | −2,592−11.1% | Reduced |
| Mitchell Capital Management Co | 20,812 | $1.86M | 0.42% | −23−0.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,913 | $1.87M | 0.04% | −482−2.3% | Reduced |
| Kornitzer Capital Management Inc | 21,004 | $1.88M | 0.04% | +2,649+14.4% | Added |
| Trivant Custom Portfolio Group, LLC | 21,007 | $1.88M | 1.32% | −118−0.6% | Reduced |
| Smithfield Trust Co | 21,029 | $1.88M | 0.11% | −5,553−20.9% | Reduced |
| Bramshill Investments, LLC | 21,038 | $1.88M | 0.17% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 21,046 | $1.88M | 0.44% | −986−4.5% | Reduced |
| Triangle Securities Wealth Management | 21,095 | $1.88M | 0.65% | −62−0.3% | Reduced |
| Jasper Ridge Partners, L.P. | 21,100 | $1.88M | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21,107 | $1.88M | 0.09% | −5,227−19.8% | Reduced |
| Trust Asset Management LLC | 21,108 | $1.88M | 0.20% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 21,126 | $1.89M | 0.04% | −6,515−23.6% | Reduced |
| Nelson Capital Management, LLC | 21,150 | $1.89M | 0.49% | −188−0.9% | Reduced |
| Parkwood LLC | 21,228 | $1.90M | 0.34% | −427−2.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 21,335 | $1.90M | 0.15% | +1,805+9.2% | Added |
| Sky Investment Group LLC | 21,356 | $1.91M | 0.41% | −1,559−6.8% | Reduced |
| Harbour Investment Management LLC | 21,391 | $1.91M | 1.00% | −390−1.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 21,502 | $1.92M | 0.05% | −925−4.1% | Reduced |
| Hendershot Investments Inc. | 21,542 | $1.92M | 0.31% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 22,420 | $1.92M | 0.25% | −1,960−8.0% | Reduced |
| Greenline Partners, LLC | 21,662 | $1.93M | 0.36% | −232−1.1% | Reduced |
| Citizens Financial Group Inc | 21,689 | $1.94M | 0.07% | −2,050−8.6% | Reduced |
| Pariax, LLC | 21,690 | $1.94M | 6.08% | −20,972−49.2% | Reduced |
| Stone Point Wealth LLC | 21,696 | $1.94M | 0.80% | −748−3.3% | Reduced |
| Meeder Advisory Services, Inc. | 21,823 | $1.95M | 0.21% | −2,439−10.1% | Reduced |
| Moneta Group Investment Advisors LLC | 21,824 | $1.95M | 0.04% | +1,410+6.9% | Added |
| Icapital Wealth LLC | 21,842 | $1.95M | 1.22% | −10,172−31.8% | Reduced |
| Caldwell Trust Co | 21,843 | $1.95M | 0.25% | −8,142−27.2% | Reduced |
| Wealthspire Advisors, LLC | 21,846 | $1.95M | 0.03% | −651−2.9% | Reduced |
| Riverpark Capital Management LLC | 21,852 | $1.95M | 3.45% | +3,756+20.8% | Added |
| TBH Global Asset Management, LLC | 21,916 | $1.96M | 0.38% | +654+3.1% | Added |
| Keating Investment Counselors Inc | 21,933 | $1.96M | 0.71% | −2,885−11.6% | Reduced |
| Legato Capital Management LLC | 21,945 | $1.96M | 0.26% | +11,555+111.2% | Added |
| Viking Fund Management LLC | 22,000 | $1.96M | 0.37% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 22,088 | $1.97M | 0.14% | +1,339+6.5% | Added |
| Cigna Investments Inc | 22,110 | $1.97M | 0.37% | −40−0.2% | Reduced |
| Modus Advisors, LLC | 22,146 | $1.98M | 0.85% | +1,771+8.7% | Added |
| Physicians Financial Services, Inc. | 22,156 | $1.98M | 0.78% | −291−1.3% | Reduced |
| Boston Financial Mangement LLC | 22,189 | $1.98M | 0.07% | −299−1.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 22,213 | $1.98M | 1.24% | +1,350+6.5% | Added |
| BOK Financial Private Wealth, Inc. | 22,222 | $1.98M | 0.16% | −2,165−8.9% | Reduced |
| TCW Group Inc | 22,400 | $2.00M | 0.02% | −3,448−13.3% | Reduced |
| Alpha Omega Wealth Management LLC | 22,454 | $2.00M | 0.34% | −820−3.5% | Reduced |
| Avidian Wealth Solutions, LLC | 22,516 | $2.01M | 0.13% | −807−3.5% | Reduced |
| United Asset Strategies, Inc. | 22,655 | $2.02M | 0.25% | −10,598−31.9% | Reduced |
| Monarch Capital Management Inc | 22,706 | $2.03M | 0.61% | −80−0.4% | Reduced |
| Knuff & Co LLC | 22,739 | $2.03M | 0.76% | +786+3.6% | Added |
| Old Second National Bank of Aurora | 22,749 | $2.03M | 0.59% | −1,243−5.2% | Reduced |
| AFS Financial Group, LLC | 22,789 | $2.03M | 1.32% | +223+1.0% | Added |
| Verus Capital Partners, LLC | 22,795 | $2.04M | 0.29% | +1,673+7.9% | Added |
| Petredis Investment Advisors LLC | 22,802 | $2.04M | 0.28% | −124−0.5% | Reduced |
| Plimoth Trust Co LLC | 22,821 | $2.04M | 0.61% | +510+2.3% | Added |
| Ashton Thomas Private Wealth, LLC | 22,879 | $2.04M | 0.16% | −1,555−6.4% | Reduced |
| Harbor Advisory Corp | 22,910 | $2.05M | 0.72% | +1,824+8.7% | Added |
| Herbst Group, LLC | 22,997 | $2.05M | 1.42% | −855−3.6% | Reduced |
| Iat Reinsurance Co Ltd. | 23,070 | $2.06M | 0.40% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 23,355 | $2.07M | 0.14% | +857+3.8% | Added |
| Agf Management Ltd | 23,215 | $2.07M | 0.02% | +23,215 | New |
| TrinityPoint Wealth, LLC | 23,293 | $2.08M | 0.41% | +935+4.2% | Added |
| Ritholtz Wealth Management | 23,317 | $2.08M | 0.09% | +282+1.2% | Added |
| Ameritas Investment Partners, Inc. | 23,335 | $2.08M | 0.08% | −825−3.4% | Reduced |
| Legacy Trust | 23,347 | $2.08M | 0.57% | +1,333+6.1% | Added |
| Searle & Co. | 23,463 | $2.09M | 0.65% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 23,362 | $2.09M | 0.28% | −61,956−72.6% | Reduced |
| Mission Wealth Management, LP | 23,476 | $2.10M | 0.08% | −19,405−45.3% | Reduced |
| JCIC Asset Management Inc. | 23,631 | $2.11M | 0.96% | +100.0% | Added |
| Portside Wealth Group, LLC | 23,673 | $2.11M | 0.39% | +23,673 | New |
| Westhampton Capital, LLC | 23,694 | $2.12M | 1.37% | −4,075−14.7% | Reduced |
| Frisch Financial Group, Inc. | 23,704 | $2.12M | 1.01% | +1,484+6.7% | Added |
| Iowa State Bank | 23,723 | $2.12M | 0.53% | −1,120−4.5% | Reduced |
| Bill Few Associates, Inc. | 23,783 | $2.12M | 1.10% | −44−0.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 23,789 | $2.12M | 0.39% | +1,634+7.4% | Added |
| Cito Capital Group, LLC | 23,790 | $2.12M | 0.97% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 23,808 | $2.13M | 0.46% | +680+2.9% | Added |
| Vestmark Advisory Solutions, Inc. | 23,835 | $2.13M | 0.08% | +72+0.3% | Added |
| Coldstream Capital Management Inc | 23,883 | $2.13M | 0.07% | −2,505−9.5% | Reduced |
| Paradigm Financial Partners, LLC | 23,928 | $2.14M | 0.58% | +469+2.0% | Added |
| Integrated Advisors Network LLC | 23,941 | $2.14M | 0.12% | −2,592−9.8% | Reduced |
| Principle Wealth Partners LLC | 23,967 | $2.14M | 0.22% | −338−1.4% | Reduced |
| Rehmann Capital Advisory Group | 23,970 | $2.14M | 0.19% | −1,662−6.5% | Reduced |
| Pitcairn Co | 24,037 | $2.15M | 0.18% | −3,259−11.9% | Reduced |
| Beaton Management Co. Inc. | 24,036 | $2.15M | 1.36% | −300−1.2% | Reduced |
| FRG Family Wealth Advisors LLC | 24,098 | $2.15M | 0.47% | −2,221−8.4% | Reduced |
| Beach Investment Counsel Inc | 24,117 | $2.15M | 0.26% | −266−1.1% | Reduced |
| Larson Financial Group LLC | 24,154 | $2.16M | 0.22% | −1,530−6.0% | Reduced |
| Geneos Wealth Management Inc. | 24,163 | $2.16M | 0.11% | +3,448+16.6% | Added |
| Cladis Investment Advisory, LLC | 24,179 | $2.16M | 1.88% | +1,825+8.2% | Added |
| Consolidated Investment Group LLC | 24,202 | $2.16M | 0.39% | 00.0% | Unchanged |
| Change Path, LLC | 24,280 | $2.17M | 0.10% | −588−2.4% | Reduced |
| Merit Financial Group, LLC | 24,358 | $2.17M | 0.07% | +5,490+29.1% | Added |
| CoreCap Advisors, LLC | 24,407 | $2.18M | 0.16% | +24,407 | New |
| Glassy Mountain Advisors, Inc. | 24,430 | $2.18M | 0.97% | +24,430 | New |
| Windsor Advisory Group, LLC | 24,658 | $2.20M | 5.44% | −243−1.0% | Reduced |
| Curbstone Financial Management Corp | 24,710 | $2.21M | 0.53% | −500−2.0% | Reduced |
| Benin Management CORP | 24,724 | $2.21M | 0.79% | +325+1.3% | Added |