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 |
|---|---|---|---|---|---|
| Asahi Life Asset Management Co., Ltd. | 30,281 | $2.70M | 0.89% | −4,108−11.9% | Reduced |
| Adell Harriman & Carpenter Inc | 29,894 | $2.71M | 0.27% | −1,089−3.5% | Reduced |
| Northstar Group, Inc. | 30,318 | $2.71M | 0.63% | −1,043−3.3% | Reduced |
| Cambridge Trust Co | 30,357 | $2.71M | 0.12% | −3,243−9.7% | Reduced |
| Amica Mutual Insurance Co | 30,387 | $2.71M | 0.31% | −2,642−8.0% | Reduced |
| Vinva Investment Management Ltd | 30,511 | $2.71M | 0.24% | −1,010−3.2% | Reduced |
| BDO Wealth Advisors, LLC | 30,430 | $2.72M | 0.31% | +3,264+12.0% | Added |
| RiverPark Advisors, LLC | 30,524 | $2.73M | 2.50% | +828+2.8% | Added |
| Xcel Wealth Management, LLC | 30,670 | $2.74M | 0.87% | +5,901+23.8% | Added |
| Culbertson A N & Co Inc | 30,740 | $2.74M | 0.53% | −673−2.1% | Reduced |
| Focused Wealth Management, Inc | 30,757 | $2.75M | 0.49% | +6,599+27.3% | Added |
| IPG Investment Advisors LLC | 30,808 | $2.75M | 0.60% | −19,976−39.3% | Reduced |
| Patton Albertson Miller Group, LLC | 30,848 | $2.75M | 0.53% | +2,691+9.6% | Added |
| Mendel Money Management | 30,852 | $2.75M | 1.42% | −1,186−3.7% | Reduced |
| Jag Capital Management, LLC | 30,908 | $2.76M | 0.32% | +447+1.5% | Added |
| Regatta Capital Group, LLC | 30,963 | $2.76M | 0.88% | +1,359+4.6% | Added |
| Hamilton Wealth, LLC | 30,966 | $2.76M | 0.96% | −566−1.8% | Reduced |
| Account Management LLC | 30,978 | $2.77M | 3.71% | −2,575−7.7% | Reduced |
| Diversified Investment Strategies, LLC | 31,104 | $2.78M | 2.05% | +1,372+4.6% | Added |
| Colonial Trust Co | 31,170 | $2.78M | 0.67% | +267+0.9% | Added |
| Resources Investment Advisors, LLC. | 31,206 | $2.79M | 0.06% | −738−2.3% | Reduced |
| Abbrea Capital, LLC | 31,378 | $2.80M | 0.43% | +703+2.3% | Added |
| Veriti Management LLC | 31,434 | $2.81M | 0.31% | −850−2.6% | Reduced |
| Cozad Asset Management Inc | 31,434 | $2.81M | 0.35% | −16,965−35.1% | Reduced |
| Graybill Bartz & Assoc Ltd | 31,525 | $2.81M | 1.34% | −199−0.6% | Reduced |
| Jacobi Capital Management LLC | 31,615 | $2.82M | 0.32% | +2,786+9.7% | Added |
| Keene & Associates, Inc. | 31,649 | $2.83M | 2.19% | +746+2.4% | Added |
| Cornercap Investment Counsel Inc | 31,661 | $2.83M | 0.49% | +31,661 | New |
| K.J. Harrison & Partners Inc | 31,821 | $2.83M | 0.51% | −19,546−38.1% | Reduced |
| Violich Capital Management, Inc. | 31,707 | $2.83M | 0.46% | −5,500−14.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 31,747 | $2.83M | 0.27% | +193+0.6% | Added |
| Arlington Financial Advisors, LLC | 31,748 | $2.83M | 1.03% | +126+0.4% | Added |
| Woodline Partners LP | 31,751 | $2.83M | 0.03% | −108,643−77.4% | Reduced |
| DoubleLine ETF Adviser LP | 31,814 | $2.84M | 1.05% | +31,814 | New |
| SlateStone Wealth, LLC | 31,833 | $2.84M | 0.53% | +57+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 31,833 | $2.84M | 0.30% | −4,973−13.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 31,907 | $2.85M | 1.31% | +462+1.5% | Added |
| Desjardins Global Asset Management Inc. | 31,960 | $2.85M | 0.33% | −23,795−42.7% | Reduced |
| Miracle Mile Advisors, LLC | 32,038 | $2.86M | 0.09% | +627+2.0% | Added |
| Heritage Trust Co | 32,039 | $2.86M | 0.42% | −45−0.1% | Reduced |
| Patten & Patten Inc | 32,126 | $2.87M | 0.24% | −4,424−12.1% | Reduced |
| Permanens Capital L.P. | 32,130 | $2.87M | 0.66% | +32,130 | New |
| Sterneck Capital Management, LLC | 32,199 | $2.87M | 1.76% | +3,260+11.3% | Added |
| HBK Sorce Advisory LLC | 32,284 | $2.88M | 0.12% | −7,884−19.6% | Reduced |
| German American Bancorp, Inc. | 32,292 | $2.88M | 0.41% | +1,340+4.3% | Added |
| Notis-McConarty Edward | 32,400 | $2.89M | 1.10% | +758+2.4% | Added |
| Stonebridge Capital Management Inc | 32,440 | $2.90M | 1.35% | −1,055−3.1% | Reduced |
| Graypoint LLC | 32,450 | $2.90M | 0.29% | −7,307−18.4% | Reduced |
| Kavar Capital Partners Group, LLC | 32,574 | $2.91M | 0.62% | −2,953−8.3% | Reduced |
| Roberts Wealth Advisors, LLC | 32,613 | $2.91M | 1.28% | +1,939+6.3% | Added |
| Krilogy Financial LLC | 32,645 | $2.91M | 0.26% | −6,736−17.1% | Reduced |
| Wealthcare Advisory Partners LLC | 32,694 | $2.92M | 0.13% | −4,909−13.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 32,774 | $2.93M | 1.08% | −492−1.5% | Reduced |
| Puzo Michael J | 32,848 | $2.93M | 0.93% | +448+1.4% | Added |
| Baker Ellis Asset Management LLC | 33,008 | $2.95M | 0.50% | −1,479−4.3% | Reduced |
| Varma Mutual Pension Insurance Co | 33,108 | $2.96M | 0.04% | −6,331−16.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 33,146 | $2.96M | 1.01% | −3,521−9.6% | Reduced |
| American Trust | 33,181 | $2.96M | 0.21% | −273−0.8% | Reduced |
| William Allan, LLC | 33,209 | $2.96M | 2.27% | −1,047−3.1% | Reduced |
| J.W. Cole Advisors, Inc. | 33,212 | $2.97M | 0.21% | −1,303−3.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 33,298 | $2.97M | 0.10% | −2,796−7.7% | Reduced |
| Gardner Lewis Asset Management L P | 33,298 | $2.97M | 1.09% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 33,306 | $2.97M | 0.25% | +23,887+253.6% | Added |
| Foundations Investment Advisors, LLC | 33,445 | $2.99M | 0.10% | +13,004+63.6% | Added |
| Ravenstone Capital Management Inc. | 33,500 | $2.99M | 2.35% | −37−0.1% | Reduced |
| MainStreet Investment Advisors LLC | 33,552 | $3.00M | 0.33% | −791−2.3% | Reduced |
| Bender Robert & Associates | 33,653 | $3.00M | 0.83% | −415−1.2% | Reduced |
| Kirr Marbach & Co LLC | 33,709 | $3.01M | 0.83% | +345+1.0% | Added |
| Asset Dedication, LLC | 33,901 | $3.03M | 0.26% | −457−1.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 34,014 | $3.04M | 0.14% | −753−2.2% | Reduced |
| Meridian Wealth Management, LLC | 34,055 | $3.04M | 0.26% | −2,904−7.9% | Reduced |
| Hedeker Wealth, LLC | 34,169 | $3.05M | 1.02% | −1,550−4.3% | Reduced |
| White Pine Investment CO | 34,171 | $3.05M | 1.05% | −349−1.0% | Reduced |
| Thematics Asset Management | 34,195 | $3.05M | 0.15% | −5,929−14.8% | Reduced |
| Greenleaf Trust | 34,199 | $3.05M | 0.03% | −6,503−16.0% | Reduced |
| Perkins Coie Trust Co | 34,255 | $3.06M | 0.87% | −918−2.6% | Reduced |
| Canandaigua National Bank & Trust Co | 34,260 | $3.06M | 0.50% | −308−0.9% | Reduced |
| St Germain D J Co Inc | 34,455 | $3.08M | 0.16% | +34,455 | New |
| Boyar Asset Management Inc. | 34,522 | $3.08M | 2.28% | −263−0.8% | Reduced |
| Independent Financial Group, LLC | 34,532 | $3.08M | 0.21% | −1,539−4.3% | Reduced |
| Epoch Investment Partners, Inc. | 34,571 | $3.09M | 0.02% | −2,510−6.8% | Reduced |
| RB Capital Management, LLC | 34,733 | $3.10M | 0.96% | +124+0.4% | Added |
| Hall Laurie J Trustee | 34,820 | $3.11M | 1.23% | −275−0.8% | Reduced |
| Kames Capital plc | 34,844 | $3.11M | 0.05% | −565,219−94.2% | Reduced |
| Guardian Capital LP | 34,896 | $3.12M | 0.10% | +2,200+6.7% | Added |
| Lynch & Associates | 34,931 | $3.12M | 0.80% | −1,731−4.7% | Reduced |
| Moody National Bank Trust Division | 34,970 | $3.12M | 0.21% | +120.0% | Added |
| Taconic Capital Advisors LP | 35,000 | $3.12M | 0.19% | −20,000−36.4% | Reduced |
| Bristlecone Advisors, LLC | 35,098 | $3.13M | 0.31% | −1,047−2.9% | Reduced |
| Roanoke Asset Management Corp | 35,288 | $3.15M | 1.25% | +30+0.1% | Added |
| Bogart Wealth, LLC | 35,314 | $3.15M | 0.20% | +841+2.4% | Added |
| Arkadios Wealth Advisors | 35,439 | $3.16M | 0.37% | −1,278−3.5% | Reduced |
| Red Door Wealth Management, LLC | 35,460 | $3.17M | 0.70% | +1,902+5.7% | Added |
| Rossmore Private Capital | 35,570 | $3.18M | 0.47% | −147−0.4% | Reduced |
| Whalerock Point Partners, LLC | 35,572 | $3.18M | 1.08% | −365−1.0% | Reduced |
| First Interstate Bank | 35,621 | $3.18M | 0.26% | −174−0.5% | Reduced |
| International Assets Investment Management, LLC | 35,683 | $3.19M | 0.43% | +1,123+3.2% | Added |
| Atlantic Union Bankshares Corp | 35,759 | $3.19M | 0.32% | −15,322−30.0% | Reduced |
| Apollon Wealth Management, LLC | 35,762 | $3.19M | 0.15% | +2,780+8.4% | Added |
| Asset Management Group, Inc. | 35,814 | $3.20M | 0.68% | +2,060+6.1% | Added |