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 |
|---|---|---|---|---|---|
| Cullen Capital Management LLC | 35,824 | $3.20M | 0.03% | −402−1.1% | Reduced |
| Alpha Cubed Investments, LLC | 35,892 | $3.20M | 0.22% | −176,300−83.1% | Reduced |
| Ami Investment Management Inc | 35,926 | $3.21M | 1.42% | −237−0.7% | Reduced |
| NWF Advisory Services Inc. | 35,991 | $3.21M | 0.74% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 36,075 | $3.22M | 0.28% | +140.0% | Added |
| Meiji Yasuda Life Insurance Co | 36,132 | $3.23M | 0.08% | +30+0.1% | Added |
| Nilsine Partners, LLC | 36,183 | $3.23M | 0.47% | +496+1.4% | Added |
| Cullinan Associates Inc | 36,251 | $3.24M | 0.18% | −30,400−45.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 36,254 | $3.24M | 0.87% | −1,014−2.7% | Reduced |
| Sequoia Financial Advisors, LLC | 36,320 | $3.24M | 0.06% | +2,635+7.8% | Added |
| Americana Partners, LLC | 36,373 | $3.25M | 0.42% | −18,428−33.6% | Reduced |
| Dillon & Associates Inc | 36,517 | $3.25M | 0.60% | −1,759−4.6% | Reduced |
| Check Capital Management Inc | 36,469 | $3.26M | 0.27% | −1,589−4.2% | Reduced |
| Schnieders Capital Management LLC | 36,476 | $3.26M | 0.68% | −6,521−15.2% | Reduced |
| Insigneo Advisory Services, LLC | 36,533 | $3.26M | 0.63% | +17,680+93.8% | Added |
| Roundview Capital LLC | 36,587 | $3.27M | 0.32% | −24,944−40.5% | Reduced |
| Allen Investment Management LLC | 36,634 | $3.27M | 0.05% | −107−0.3% | Reduced |
| Gotham Asset Management, LLC | 36,659 | $3.27M | 0.07% | −5,242−12.5% | Reduced |
| Jeppson Wealth Management, LLC | 36,700 | $3.28M | 1.43% | −3,204−8.0% | Reduced |
| Lincluden Management Ltd | 36,723 | $3.28M | 0.38% | +36+0.1% | Added |
| Texas Yale Capital Corp. | 36,898 | $3.29M | 0.15% | −3,540−8.8% | Reduced |
| Asset Advisors Investment Management, LLC | 37,174 | $3.32M | 0.42% | −2,995−7.5% | Reduced |
| First Hawaiian Bank | 37,329 | $3.33M | 0.11% | −847−2.2% | Reduced |
| Diligent Investors, LLC | 37,344 | $3.33M | 0.99% | −393−1.0% | Reduced |
| We Are One Seven, LLC | 37,447 | $3.34M | 0.31% | −2,323−5.8% | Reduced |
| Stoneridge Investment Partners LLC | 37,612 | $3.36M | 1.46% | +19,497+107.6% | Added |
| Boston Family Office LLC | 37,780 | $3.37M | 0.26% | +1,588+4.4% | Added |
| Terry L. Blaker | 37,810 | $3.38M | 0.29% | −488−1.3% | Reduced |
| Poehling Capital Management, LLC | 37,907 | $3.38M | 1.14% | −2,793−6.9% | Reduced |
| Aigen Investment Management, LP | 37,909 | $3.38M | 0.50% | +37,909 | New |
| Middleton & Co Inc | 38,034 | $3.40M | 0.45% | +11,935+45.7% | Added |
| MUFG Securities EMEA plc | 38,132 | $3.40M | 0.08% | +6,461+20.4% | Added |
| Robinson Value Management, Ltd. | 38,579 | $3.44M | 2.49% | +614+1.6% | Added |
| Gluskin Sheff & Assoc Inc | 38,654 | $3.45M | 0.21% | −6,347−14.1% | Reduced |
| Quantinno Capital Management LP | 38,667 | $3.45M | 0.20% | −4,102−9.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 38,688 | $3.45M | 1.00% | −623−1.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.46M | 0.50% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38,838 | $3.46M | 0.22% | +65+0.2% | Added |
| Private Asset Management Inc | 38,789 | $3.46M | 0.67% | −16,949−30.4% | Reduced |
| Keel Point, LLC | 38,947 | $3.48M | 0.46% | −2,273−5.5% | Reduced |
| Rothschild Investment Corp | 39,033 | $3.48M | 0.29% | +1,914+5.2% | Added |
| V2 Financial group LLC | 39,115 | $3.49M | 2.51% | −296−0.8% | Reduced |
| Connable Office Inc | 39,135 | $3.49M | 0.48% | +5,090+15.0% | Added |
| Telemus Capital, LLC | 39,271 | $3.51M | 0.30% | −5,904−13.1% | Reduced |
| HM Payson & Co | 39,308 | $3.51M | 0.08% | −3,990−9.2% | Reduced |
| Univest Financial Corp | 39,309 | $3.51M | 1.06% | +1,993+5.3% | Added |
| Sepio Capital, LP | 39,498 | $3.53M | 0.29% | +2,402+6.5% | Added |
| Harbor Advisors LLC | 39,496 | $3.53M | 0.75% | −5,824−12.9% | Reduced |
| Allworth Financial LP | 39,510 | $3.53M | 0.03% | −1,206−3.0% | Reduced |
| Boston Research & Management Inc | 39,530 | $3.53M | 1.00% | +1,979+5.3% | Added |
| Financial Avengers, Inc. | 39,692 | $3.54M | 2.34% | +2,482+6.7% | Added |
| Coronation Fund Managers Ltd. | 39,807 | $3.55M | 0.10% | +3,982+11.1% | Added |
| Covington Investment Advisors Inc. | 39,953 | $3.56M | 0.71% | −147−0.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 39,954 | $3.57M | 1.53% | +430+1.1% | Added |
| Yarbrough Capital, LLC | 40,000 | $3.57M | 0.20% | −7,781−16.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 40,008 | $3.57M | 1.48% | +433+1.1% | Added |
| Arrow Financial Corp | 40,173 | $3.59M | 0.43% | −31−0.1% | Reduced |
| Legacy Advisors, LLC | 40,219 | $3.59M | 0.53% | −774−1.9% | Reduced |
| South State Corp. | 40,283 | $3.60M | 0.32% | −2,932−6.8% | Reduced |
| Clough Capital Partners L P | 40,300 | $3.60M | 0.36% | −16,100−28.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 40,357 | $3.60M | 0.58% | +16,053+66.1% | Added |
| RNC Capital Management LLC | 40,384 | $3.60M | 0.20% | −2,951−6.8% | Reduced |
| Resources Management Corp | 40,468 | $3.61M | 0.56% | +39,968+7,993.6% | Added |
| Hunter Associates Investment Management LLC | 40,690 | $3.62M | 0.71% | −1,590−3.8% | Reduced |
| Charter Trust Co | 40,612 | $3.63M | 0.28% | −2,430−5.6% | Reduced |
| Buckhead Capital Management LLC | 40,659 | $3.63M | 0.86% | −601−1.5% | Reduced |
| Strategic Advisors LLC | 40,681 | $3.63M | 0.69% | +368+0.9% | Added |
| Reliant Investment Management, LLC | 40,705 | $3.63M | 2.09% | +40,705 | New |
| Evoke Wealth, LLC | 40,721 | $3.64M | 0.13% | −31,476−43.6% | Reduced |
| Papp L Roy & Associates | 40,833 | $3.65M | 0.47% | −19,702−32.5% | Reduced |
| HBW Advisory Services LLC | 40,842 | $3.65M | 0.79% | +21,339+109.4% | Added |
| Schwerin Boyle Capital Management Inc | 40,900 | $3.65M | 0.34% | −2,750−6.3% | Reduced |
| Family Capital Trust Co | 41,114 | $3.67M | 1.28% | +275+0.7% | Added |
| Assetmark, Inc | 41,156 | $3.67M | 0.01% | +5,678+16.0% | Added |
| Ingalls & Snyder LLC | 41,407 | $3.70M | 0.18% | −78,435−65.4% | Reduced |
| Arlington Partners LLC | 41,449 | $3.70M | 0.57% | +1,657+4.2% | Added |
| Buckingham Strategic Wealth, LLC | 41,461 | $3.70M | 0.05% | +358+0.9% | Added |
| Bard Financial Services, Inc. | 41,495 | $3.70M | 0.29% | −2,285−5.2% | Reduced |
| Choate Investment Advisors | 41,545 | $3.71M | 0.16% | +6,743+19.4% | Added |
| Level Four Advisory Services, LLC | 41,701 | $3.72M | 0.22% | +2,188+5.5% | Added |
| Prospera Financial Services Inc | 41,985 | $3.75M | 0.14% | +9,108+27.7% | Added |
| Alberta Investment Management Corp | 42,000 | $3.75M | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 42,164 | $3.76M | 0.93% | +1,069+2.6% | Added |
| Townsend Asset Management Corp | 42,185 | $3.77M | 1.80% | +780+1.9% | Added |
| Rice Partnership, LLC | 42,219 | $3.77M | 1.03% | −627−1.5% | Reduced |
| Koshinski Asset Management, Inc. | 42,300 | $3.78M | 0.40% | −6,922−14.1% | Reduced |
| Simmons Bank | 42,590 | $3.80M | 0.32% | −4,003−8.6% | Reduced |
| Daymark Wealth Partners, LLC | 42,693 | $3.81M | 0.28% | +30,446+248.6% | Added |
| Bridge Creek Capital Management LLC | 42,752 | $3.82M | 1.37% | +547+1.3% | Added |
| Pine Valley Investments Ltd Liability Co | 42,867 | $3.83M | 0.37% | +14,957+53.6% | Added |
| CAPROCK Group, Inc. | 42,923 | $3.83M | 0.28% | −1,239−2.8% | Reduced |
| Vestcor Inc | 42,961 | $3.84M | 0.14% | −113−0.3% | Reduced |
| Motley Fool Asset Management LLC | 43,019 | $3.84M | 0.34% | +3,106+7.8% | Added |
| Key Financial Inc | 43,036 | $3.84M | 1.27% | −4,583−9.6% | Reduced |
| United Services Automobile Association | 43,066 | $3.84M | 0.11% | +1,260+3.0% | Added |
| Freestone Capital Holdings, LLC | 43,128 | $3.85M | 0.16% | −5,131−10.6% | Reduced |
| Pavion Blue Capital, LLC | 43,170 | $3.85M | 2.25% | +2,141+5.2% | Added |
| Boston Private Wealth LLC | 43,245 | $3.86M | 0.07% | −8,460−16.4% | Reduced |
| Fiduciary Alliance LLC | 43,348 | $3.87M | 0.83% | −2,004−4.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 43,472 | $3.88M | 0.15% | −3,392−7.2% | Reduced |