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
- 2,962
- −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
- 1,437 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 |
|---|---|---|---|---|---|
| Liberty Capital Management, Inc. | 24,826 | $2.22M | 0.66% | +370+1.5% | Added |
| Cutler Group LP | 24,877 | $2.22M | 0.52% | −28,889−53.7% | Reduced |
| Lockheed Martin Investment Management Co | 24,890 | $2.22M | 0.13% | −151,491−85.9% | Reduced |
| BancorpSouth Bank | 24,910 | $2.22M | 0.19% | +227+0.9% | Added |
| Shellback Capital, LP | 25,000 | $2.23M | 0.20% | −55,000−68.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $2.23M | 1.44% | +8,000+47.1% | Added |
| Longfellow Investment Management Co LLC | 25,080 | $2.24M | 0.51% | +25,000+31,250.0% | Added |
| JSF Financial, LLC | 25,113 | $2.24M | 0.79% | −866−3.3% | Reduced |
| Transcend Wealth Collective, LLC | 25,120 | $2.24M | 0.21% | −1,596−6.0% | Reduced |
| Addison Capital Co | 25,177 | $2.25M | 1.60% | −2,171−7.9% | Reduced |
| Citadel Investment Advisory, Inc. | 25,215 | $2.25M | 1.46% | −150−0.6% | Reduced |
| FDx Advisors, Inc. | 25,215 | $2.25M | 0.12% | −430−1.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 25,291 | $2.26M | 1.67% | −180−0.7% | Reduced |
| Mengis Capital Management, Inc. | 25,298 | $2.26M | 0.45% | −365−1.4% | Reduced |
| M. Kulyk & Associates, LLC | 25,326 | $2.26M | 0.63% | 00.0% | Unchanged |
| Berkshire Bank | 25,545 | $2.28M | 0.63% | −91−0.4% | Reduced |
| Joel Isaacson & Co., LLC | 25,580 | $2.28M | 0.15% | −3,152−11.0% | Reduced |
| First Horizon Advisors, Inc. | 25,607 | $2.29M | 0.08% | −860−3.2% | Reduced |
| Financial Advocates Investment Management | 25,727 | $2.30M | 0.17% | −3,237−11.2% | Reduced |
| Butensky & Cohen Financial Security, Inc | 25,780 | $2.30M | 0.83% | −692−2.6% | Reduced |
| Legacy Private Trust Co. | 25,833 | $2.31M | 0.19% | −2,430−8.6% | Reduced |
| Birch Hill Investment Advisors LLC | 25,839 | $2.31M | 0.13% | −2,763−9.7% | Reduced |
| Legacy Wealth Management, LLC | 25,871 | $2.31M | 1.16% | +25,871 | New |
| First Citizens Bank & Trust Co | 25,903 | $2.31M | 0.04% | +4,078+18.7% | Added |
| Northstar Asset Management LLC | 25,941 | $2.32M | 0.64% | −648−2.4% | Reduced |
| Allen Capital Group, LLC | 26,155 | $2.34M | 0.42% | +2,644+11.2% | Added |
| AMG National Trust Bank | 26,240 | $2.34M | 0.08% | −1,760−6.3% | Reduced |
| Summit X, LLC | 26,325 | $2.35M | 0.57% | +819+3.2% | Added |
| Alliance Wealth Advisors, LLC | 26,424 | $2.36M | 1.68% | −235−0.9% | Reduced |
| WBH Advisory Inc | 26,461 | $2.36M | 0.28% | −548−2.0% | Reduced |
| Bull Street Advisors, LLC | 26,467 | $2.36M | 1.21% | +339+1.3% | Added |
| Horizon Wealth Management, LLC | 26,490 | $2.36M | 0.93% | +60.0% | Added |
| Smith, Moore & Co. | 26,516 | $2.37M | 0.30% | +348+1.3% | Added |
| Cornerstone Wealth Management, LLC | 26,531 | $2.37M | 0.21% | +187+0.7% | Added |
| Sumitomo Life Insurance Co | 26,568 | $2.37M | 0.10% | −2,563−8.8% | Reduced |
| Brown Miller Wealth Management, LLC | 26,568 | $2.37M | 1.28% | +1,376+5.5% | Added |
| Diversified Trust Co | 26,631 | $2.38M | 0.09% | +295+1.1% | Added |
| Consolidated Capital Management, LLC | 26,695 | $2.38M | 1.17% | −74−0.3% | Reduced |
| Weil Company, Inc. | 26,772 | $2.39M | 1.06% | −1,143−4.1% | Reduced |
| Pettee Investors, Inc. | 26,778 | $2.39M | 1.08% | −350−1.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 26,787 | $2.39M | 0.77% | −375−1.4% | Reduced |
| SageView Advisory Group, LLC | 26,790 | $2.39M | 0.13% | +3,052+12.9% | Added |
| Balyasny Asset Management LLC | 26,842 | $2.40M | 0.01% | −56,865−67.9% | Reduced |
| Marex Group plc | 26,867 | $2.40M | 0.43% | +5,129+23.6% | Added |
| Lynch Asset Management, Inc. | 26,875 | $2.40M | 1.54% | +200+0.7% | Added |
| Condor Capital Management | 26,896 | $2.40M | 0.29% | +514+1.9% | Added |
| Robertson Stephens Wealth Management, LLC | 26,929 | $2.40M | 0.18% | +848+3.3% | Added |
| SOL Capital Management CO | 26,965 | $2.41M | 0.36% | +553+2.1% | Added |
| RSM US Wealth Management LLC | 26,962 | $2.41M | 0.08% | −774−2.8% | Reduced |
| Community Bank, N.A. | 26,979 | $2.41M | 0.32% | +270+1.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 27,247 | $2.43M | 0.23% | 00.0% | Unchanged |
| Brighton Jones LLC | 27,272 | $2.43M | 0.12% | −407−1.5% | Reduced |
| Essex LLC | 27,404 | $2.45M | 0.68% | −1,554−5.4% | Reduced |
| Autumn Glory Partners, LLC | 27,447 | $2.45M | 1.79% | +27,447 | New |
| Ascent Group, LLC | 27,820 | $2.45M | 0.27% | −4,344−13.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 27,497 | $2.45M | 0.96% | +708+2.6% | Added |
| Webster Bank, N. A. | 27,597 | $2.46M | 0.32% | −2,970−9.7% | Reduced |
| Bridgewater Advisors Inc. | 27,781 | $2.48M | 0.50% | +149+0.5% | Added |
| Northwest Investment Counselors, LLC | 27,867 | $2.49M | 0.66% | +1,194+4.5% | Added |
| Dorchester Wealth Management Co | 27,945 | $2.49M | 0.51% | −525−1.8% | Reduced |
| Cantor Fitzgerald, L. P. | 27,956 | $2.50M | 0.06% | +15,833+130.6% | Added |
| SevenBridge Financial Group, LLC | 27,996 | $2.50M | 0.65% | −1,631−5.5% | Reduced |
| Concentric Wealth Management, LLC | 28,025 | $2.50M | 0.80% | +734+2.7% | Added |
| Western Wealth Management, LLC | 28,185 | $2.52M | 0.21% | −90.0% | Reduced |
| Horizon Investments, LLC | 28,201 | $2.52M | 0.07% | +2,368+9.2% | Added |
| Asio Capital, LLC | 28,273 | $2.52M | 0.62% | +1,437+5.4% | Added |
| SeaCrest Wealth Management, LLC | 28,277 | $2.52M | 0.32% | −441−1.5% | Reduced |
| WCG Wealth Advisors LLC | 28,277 | $2.53M | 0.30% | +2,120+8.1% | Added |
| Aviance Capital Partners, LLC | 28,385 | $2.53M | 0.54% | +3,221+12.8% | Added |
| Mogy Joel R Investment Counsel Inc | 28,443 | $2.54M | 0.20% | −28,013−49.6% | Reduced |
| Montag A & Associates Inc | 28,495 | $2.54M | 0.16% | −1,102−3.7% | Reduced |
| New Hampshire Trust | 28,523 | $2.55M | 0.66% | −170−0.6% | Reduced |
| BBJS Financial Advisors, LLC | 28,623 | $2.56M | 1.02% | +6,147+27.3% | Added |
| Sicart Associates LLC | 28,775 | $2.57M | 1.00% | +795+2.8% | Added |
| WSFS Capital Management, LLC | 28,778 | $2.57M | 0.24% | −2,693−8.6% | Reduced |
| NVWM, LLC | 28,799 | $2.57M | 0.84% | +7,714+36.6% | Added |
| Rodgers Brothers Inc. | 28,916 | $2.58M | 0.45% | +2,992+11.5% | Added |
| Gladstone Institutional Advisory LLC | 29,136 | $2.60M | 0.16% | −435−1.5% | Reduced |
| M. Kraus & Co | 29,206 | $2.61M | 0.88% | −706−2.4% | Reduced |
| Pegasus Asset Management, Inc. | 29,304 | $2.62M | 1.16% | +1,021+3.6% | Added |
| Gilman Hill Asset Management, LLC | 29,490 | $2.63M | 0.49% | −5,257−15.1% | Reduced |
| Hills Bank & Trust Co | 29,495 | $2.63M | 0.34% | −70−0.2% | Reduced |
| Wellington Shields & Co., LLC | 29,525 | $2.64M | 0.62% | −2,155−6.8% | Reduced |
| Hanson & Doremus Investment Management | 29,537 | $2.64M | 0.55% | +2,657+9.9% | Added |
| Te Ahumairangi Investment Management Ltd | 29,576 | $2.64M | 0.36% | +800+2.8% | Added |
| Summit Place Financial Advisors, LLC | 29,582 | $2.64M | 1.71% | +1,948+7.0% | Added |
| AustralianSuper Pty Ltd | 29,646 | $2.65M | 0.02% | +29,646 | New |
| Flagship Harbor Advisors, LLC | 29,705 | $2.65M | 0.22% | −2,350−7.3% | Reduced |
| DFPG Investments, LLC | 30,493 | $2.65M | 0.24% | +4,809+18.7% | Added |
| Laurel Wealth Advisors LLC | 29,794 | $2.66M | 0.54% | −560−1.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 29,863 | $2.67M | 0.34% | +14,212+90.8% | Added |
| ARS Wealth Advisors Group, LLC | 29,865 | $2.67M | 0.42% | +18,301+158.3% | Added |
| Guardian Capital Advisors LP | 29,640 | $2.67M | 0.30% | −2,340−7.3% | Reduced |
| VELA Investment Management, LLC | 29,950 | $2.67M | 1.23% | −5,812−16.3% | Reduced |
| Canal Insurance CO | 30,000 | $2.68M | 0.75% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $2.68M | 2.21% | 00.0% | Unchanged |
| Gs Investments, Inc. | 30,066 | $2.68M | 1.46% | −425−1.4% | Reduced |
| Family Management Corp | 30,090 | $2.69M | 0.59% | −780−2.5% | Reduced |
| Parsons Capital Management Inc | 30,137 | $2.69M | 0.21% | −4,700−13.5% | Reduced |
| Forum Financial Management, LP | 30,138 | $2.69M | 0.06% | +1,120+3.9% | Added |