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; 2,947 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 | 2,947 | $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 |
|---|---|---|---|---|---|
| Gould Capital, LLC | 595 | $53.1K | 0.04% | +50+9.2% | Added |
| MRP Capital Investments, LLC | 600 | $53.6K | 0.05% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 621 | $55.0K | 0.04% | +81+15.0% | Added |
| AXS Investments LLC | 623 | $55.6K | 0.01% | −11,581−94.9% | Reduced |
| Raffa Wealth Management, LLC | 627 | $56.0K | 0.02% | −326−34.2% | Reduced |
| Intrepid Capital Management Inc | 636 | $56.8K | 0.04% | +636 | New |
| NewSquare Capital LLC | 639 | $57.1K | 0.01% | +53+9.0% | Added |
| Pacifica Partners Inc. | 648 | $58.2K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 673 | $60.1K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 693 | $61.9K | 0.02% | +3+0.4% | Added |
| Benjamin Edwards Inc | 700 | $63.0K | 0.01% | −680−49.3% | Reduced |
| Timber Creek Capital Management LLC | 713 | $63.7K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 717 | $64.0K | 0.02% | +717 | New |
| Abound Wealth Management | 720 | $64.3K | 0.03% | −53−6.9% | Reduced |
| Mascoma Wealth Management LLC | 735 | $64.8K | 0.02% | −121−14.1% | Reduced |
| Disciplined Investments, LLC | 732 | $65.3K | 0.03% | −159−17.8% | Reduced |
| Riverview Trust Co | 737 | $65.8K | 0.06% | −194−20.8% | Reduced |
| Canton Hathaway, LLC | 745 | $67.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 751 | $67.0K | 0.06% | −25−3.2% | Reduced |
| Rise Advisors, LLC | 753 | $67.3K | 0.05% | −58−7.2% | Reduced |
| Ulland Investment Advisors, LLC | 782 | $70.0K | 0.07% | −50−6.0% | Reduced |
| Natixis Investment Managers International | 791 | $70.6K | 0.01% | −148−15.8% | Reduced |
| Antonetti Capital Management LLC | 792 | $70.7K | 0.10% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 800 | $71.4K | 0.05% | +800 | New |
| First Capital Advisors Group, LLC. | 809 | $72.2K | 0.04% | +809 | New |
| Cornerstone Planning Group LLC | 809 | $72.2K | 0.03% | +809 | New |
| Cedar Mountain Advisors, LLC | 851 | $76.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 854 | $76.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 860 | $76.8K | 0.04% | −604−41.3% | Reduced |
| Lowe Wealth Advisors, LLC | 862 | $77.0K | 0.04% | −73−7.8% | Reduced |
| SkyView Investment Advisors, LLC | 319 | $78.0K | 0.02% | +202+172.6% | Added |
| Cherry Tree Wealth Management, LLC | 881 | $78.6K | 0.02% | +881 | New |
| Creative Capital Management Investments LLC | 887 | $79.2K | 0.06% | −73−7.6% | Reduced |
| American State Bank (Iowa) | 898 | $80.2K | 0.06% | −267−22.9% | Reduced |
| JJJ Advisors Inc. | 912 | $81.4K | 0.02% | −114−11.1% | Reduced |
| WFA of San Diego, LLC | 916 | $81.8K | 0.08% | +916 | New |
| Hallmark Capital Management Inc | 935 | $83.5K | 0.01% | −527−36.0% | Reduced |
| Moser Wealth Advisors, LLC | 945 | $84.4K | 0.06% | +945 | New |
| Boit C F David | 5,400 | $85.5K | 0.06% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 959 | $85.6K | 0.07% | +20+2.1% | Added |
| KB Financial Partners, LLC | 991 | $88.0K | 0.02% | +46+4.9% | Added |
| FSC Wealth Advisors, LLC | 987 | $88.1K | 0.08% | +201+25.6% | Added |
| Avion Wealth | 1,003 | $89.0K | 0.02% | +39+4.0% | Added |
| Ritter Daniher Financial Advisory LLC | 998 | $89.1K | 0.04% | −1,100−52.4% | Reduced |
| Price Jennifer C. | 1,000 | $89.3K | 0.03% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,001 | $89.4K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,003 | $89.5K | 0.03% | −649−39.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,007 | $89.9K | 0.03% | +60+6.3% | Added |
| HighMark Wealth Management LLC | 983 | $90.1K | 0.07% | −286−22.5% | Reduced |
| 25 LLC | 1,002 | $90.6K | 0.05% | −4−0.4% | Reduced |
| Financial Management Professionals, Inc. | 1,025 | $91.0K | 0.02% | −274−21.1% | Reduced |
| CKW Financial Group | 1,060 | $95.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,082 | $96.6K | 0.09% | −17−1.5% | Reduced |
| Spotlight Asset Group, Inc. | 1,084 | $96.8K | 0.09% | +1,084 | New |
| Riggs Asset Managment Co. Inc. | 1,116 | $99.6K | 0.04% | −50−4.3% | Reduced |
| Lansing Street Advisors | 1,134 | $101.2K | 0.06% | +22+2.0% | Added |
| Kenfarb & Co. | 1,159 | $103.5K | 0.09% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,187 | $106.0K | 0.02% | +56+5.0% | Added |
| Horan Securities, Inc. | 1,194 | $106.6K | 0.05% | −1,614−57.5% | Reduced |
| Annapolis Financial Services, LLC | 1,207 | $107.8K | 0.03% | +2+0.2% | Added |
| Kelly Financial Services LLC | 1,208 | $107.9K | 0.05% | −24−1.9% | Reduced |
| Maryland Capital Advisors Inc. | 1,222 | $109.1K | 0.09% | +6+0.5% | Added |
| Newton One Investments LLC | 1,238 | $110.5K | 0.06% | +200+19.3% | Added |
| Magellan Asset Management Ltd | 1,256 | $112.1K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,262 | $112.7K | 0.02% | +287+29.4% | Added |
| Contravisory Investment Management, Inc. | 1,270 | $113.4K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,282 | $114.5K | 0.09% | −362−22.0% | Reduced |
| Buck Wealth Strategies, LLC | 1,325 | $118.3K | 0.05% | +600+82.8% | Added |
| Sutton Wealth Advisors Inc. | 1,331 | $118.8K | 0.06% | −282−17.5% | Reduced |
| Compass Wealth Management LLC | 1,335 | $119.2K | 0.04% | −117−8.1% | Reduced |
| CVA Family Office, LLC | 1,347 | $120.2K | 0.03% | −741−35.5% | Reduced |
| Morton Brown Family Wealth, LLC | 1,411 | $126.0K | 0.07% | −37−2.6% | Reduced |
| Dividend Assets Capital, LLC | 1,425 | $127.0K | 0.03% | −485−25.4% | Reduced |
| Level Financial Advisors, Inc. | 1,425 | $127.2K | 0.07% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,434 | $128.0K | 0.11% | +71+5.2% | Added |
| Coastal Capital Group, Inc. | 1,460 | $130.3K | 0.03% | +10+0.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,466 | $130.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,480 | $131.8K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,565 | $139.7K | 0.04% | +100+6.8% | Added |
| Strategic Investment Solutions, Inc. | 1,597 | $141.4K | 0.03% | −854−34.8% | Reduced |
| AllSquare Wealth Management LLC | 1,636 | $143.7K | 0.09% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,627 | $145.2K | 0.06% | −168−9.4% | Reduced |
| Options Solutions, LLC | 1,642 | $146.6K | 0.14% | +1,642 | New |
| Pension & Wealth Management Advisors, Inc. | 1,648 | $147.1K | 0.11% | −89−5.1% | Reduced |
| Meeder Asset Management Inc | 1,661 | $148.3K | 0.01% | −859−34.1% | Reduced |
| VitalStone Financial, LLC | 1,478 | $151.0K | 0.08% | +916+163.0% | Added |
| Western Pacific Wealth Management, LP | 1,715 | $153.1K | 0.12% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,715 | $153.1K | 0.06% | +114+7.1% | Added |
| PrairieView Partners, LLC | 1,750 | $156.0K | 0.02% | +100+6.1% | Added |
| HHM Wealth Advisors, LLC | 1,818 | $162.3K | 0.03% | +34+1.9% | Added |
| True Wealth Design, LLC | 1,891 | $168.8K | 0.06% | −442−18.9% | Reduced |
| Coombe, Bender & Co LLC | 1,903 | $169.9K | 0.12% | −26−1.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,908 | $170.0K | 0.11% | +11+0.6% | Added |
| Beacon Capital Management, LLC | 1,907 | $170.3K | 0.05% | −91−4.6% | Reduced |
| Silvant Capital Management LLC | 1,922 | $171.6K | 0.01% | −17,499−90.1% | Reduced |
| Sit Investment Associates Inc | 1,930 | $172.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,934 | $172.7K | 0.05% | +199+11.5% | Added |
| Activest Wealth Management | 1,163 | $175.9K | 0.12% | +46+4.1% | Added |
| IAG Wealth Partners, LLC | 1,976 | $176.4K | 0.05% | +51+2.6% | Added |
| DB Wealth Management Group, LLC | 1,999 | $178.5K | 0.11% | 00.0% | Unchanged |