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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 43,741 | $3.91M | 0.69% | −1,327−2.9% | Reduced |
| Brave Asset Management Inc | 43,774 | $3.91M | 1.15% | −1,628−3.6% | Reduced |
| IHT Wealth Management, LLC | 43,903 | $3.92M | 0.20% | −1,312−2.9% | Reduced |
| Moreno Evelyn V | 43,963 | $3.93M | 0.84% | +1,270+3.0% | Added |
| Capital Analysts, LLC | 43,976 | $3.93M | 0.22% | +10,666+32.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 44,000 | $3.93M | 0.02% | −72,500−62.2% | Reduced |
| Chapman Investment Management, LLC | 44,485 | $3.97M | 3.15% | −200.0% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 43,905 | $3.97M | 0.82% | −40,799−48.2% | Reduced |
| NFJ Investment Group, LLC | 44,708 | $3.99M | 0.11% | −62−0.1% | Reduced |
| Wallington Asset Management, LLC | 44,748 | $4.00M | 0.72% | +1,676+3.9% | Added |
| Kennon-Green & Company, LLC | 44,773 | $4.00M | 3.72% | +1,034+2.4% | Added |
| Jefferies Financial Group Inc. | 44,796 | $4.00M | 0.09% | +10,615+31.1% | Added |
| Park Avenue Securities LLC | 44,835 | $4.00M | 0.06% | +6,350+16.5% | Added |
| Farmers National Bank | 44,872 | $4.01M | 1.37% | +1,060+2.4% | Added |
| Shufro Rose & Co LLC | 44,892 | $4.01M | 0.37% | +50+0.1% | Added |
| Costello Asset Management, INC | 44,913 | $4.01M | 3.43% | +104+0.2% | Added |
| Illinois Municipal Retirement Fund | 45,186 | $4.03M | 0.08% | 00.0% | Unchanged |
| swisspartners Advisors Ltd | 45,278 | $4.04M | 3.26% | +1,275+2.9% | Added |
| Fragasso Group Inc. | 45,305 | $4.04M | 0.43% | −10,144−18.3% | Reduced |
| Siemens Fonds Invest GmbH | 45,606 | $4.05M | 0.39% | 00.0% | Unchanged |
| IFP Advisors, Inc | 35,838 | $4.06M | 0.20% | −3,073−7.9% | Reduced |
| Levin Capital Strategies, L.P. | 45,467 | $4.06M | 0.47% | −2,267−4.7% | Reduced |
| Bank of Nova Scotia Trust Co | 45,553 | $4.07M | 0.42% | +851+1.9% | Added |
| Campbell Capital Management Inc | 45,595 | $4.07M | 2.28% | +27,400+150.6% | Added |
| YHB Investment Advisors, Inc. | 45,628 | $4.07M | 0.38% | −44,555−49.4% | Reduced |
| Walleye Trading LLC | 45,769 | $4.09M | 0.21% | −247,435−84.4% | Reduced |
| First Western Trust Bank | 45,919 | $4.10M | 0.20% | −2,227−4.6% | Reduced |
| HB Wealth Management, LLC | 45,932 | $4.10M | 0.07% | −7,102−13.4% | Reduced |
| Granite Investment Partners, LLC | 45,948 | $4.10M | 0.16% | −104,050−69.4% | Reduced |
| Hyman Charles D | 46,010 | $4.11M | 0.26% | −588−1.3% | Reduced |
| Savant Capital, LLC | 46,068 | $4.11M | 0.06% | +5,640+14.0% | Added |
| Beech Hill Advisors, Inc. | 46,135 | $4.12M | 2.00% | +305+0.7% | Added |
| Highland Capital Management, LLC | 46,253 | $4.13M | 0.27% | −2,225−4.6% | Reduced |
| Welch Group, LLC | 46,288 | $4.13M | 0.24% | +4,080+9.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 46,309 | $4.13M | 0.51% | −1,911−4.0% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 46,400 | $4.14M | 0.09% | 00.0% | Unchanged |
| Ostrum Asset Management | 46,535 | $4.15M | 0.35% | −1,668−3.5% | Reduced |
| Eagle Rock Investment Company, LLC | 48,645 | $4.16M | 0.90% | +341+0.7% | Added |
| Capital Investment Counsel, Inc | 46,723 | $4.17M | 0.81% | +2,632+6.0% | Added |
| Citizens National Bank Trust Department | 46,759 | $4.17M | 1.10% | −3,165−6.3% | Reduced |
| Stony Point Wealth Management Inc. | 47,053 | $4.20M | 2.09% | −2,633−5.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 47,161 | $4.21M | 2.11% | +1,443+3.2% | Added |
| Schmidt P J Investment Management Inc | 49,195 | $4.21M | 0.84% | −1,857−3.6% | Reduced |
| Altrafin AG | 47,189 | $4.21M | 1.89% | +75+0.2% | Added |
| American National Bank | 47,433 | $4.23M | 0.71% | +8,544+22.0% | Added |
| Ironwood Investment Counsel, LLC | 47,681 | $4.26M | 0.96% | +3,086+6.9% | Added |
| Independent Investors Inc | 47,732 | $4.26M | 0.99% | −308−0.6% | Reduced |
| Cubic Asset Management, LLC | 47,799 | $4.27M | 1.15% | +2,876+6.4% | Added |
| Pallas Capital Advisors LLC | 49,904 | $4.27M | 0.19% | −8,771−14.9% | Reduced |
| Sara-Bay Financial | 47,950 | $4.28M | 2.08% | −705−1.4% | Reduced |
| Trust Co of Toledo NA | 47,954 | $4.28M | 0.72% | −833−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 47,984 | $4.28M | 0.06% | −9,657−16.8% | Reduced |
| Koss-Olinger Consulting, LLC | 47,997 | $4.29M | 0.50% | +103+0.2% | Added |
| PFS Investments Inc. | 47,999 | $4.29M | 0.07% | +1,310+2.8% | Added |
| First National Trust Co | 48,141 | $4.30M | 0.20% | −5,717−10.6% | Reduced |
| Signaturefd, LLC | 48,193 | $4.30M | 0.11% | −5,588−10.4% | Reduced |
| Close Asset Management Ltd | 48,358 | $4.32M | 0.20% | +5,844+13.7% | Added |
| Spire Wealth Management | 48,391 | $4.32M | 0.16% | −3,734−7.2% | Reduced |
| Empowered Funds, LLC | 48,413 | $4.32M | 0.15% | +12,356+34.3% | Added |
| EA Series Trust | 48,413 | $4.32M | 0.15% | +48,413 | New |
| Eisler Capital (UK) Ltd. | 48,414 | $4.32M | 0.46% | −42,310−46.6% | Reduced |
| Wealthfront Advisers LLC | 49,494 | $4.42M | 0.02% | −46,365−48.4% | Reduced |
| Fulton Bank, N.A. | 49,507 | $4.42M | 0.22% | −1,830−3.6% | Reduced |
| TB Alternative Assets Ltd. | 49,700 | $4.44M | 1.10% | +49,700 | New |
| Kepos Capital LP | 50,000 | $4.46M | 0.82% | +50,000 | New |
| Means Investment Co., Inc. | 50,063 | $4.47M | 0.71% | −2,879−5.4% | Reduced |
| LVM Capital Management Ltd | 50,192 | $4.48M | 0.60% | −450−0.9% | Reduced |
| Perennial Advisors, LLC | 50,412 | $4.50M | 1.15% | −694−1.4% | Reduced |
| Trexquant Investment LP | 50,488 | $4.51M | 0.12% | +50,488 | New |
| Achmea Investment Management B.V. | 50,518 | $4.51M | 0.10% | +20,777+69.9% | Added |
| Somerville Kurt F | 50,536 | $4.51M | 0.86% | +4,685+10.2% | Added |
| AQR Capital Management LLC | 50,664 | $4.51M | 0.01% | +3,695+7.9% | Added |
| Leavell Investment Management, Inc. | 50,625 | $4.52M | 0.31% | −170−0.3% | Reduced |
| NBT Bank N A | 50,649 | $4.52M | 0.65% | −2,126−4.0% | Reduced |
| Capital Investment Advisors, LLC | 50,741 | $4.53M | 0.14% | −1,489−2.9% | Reduced |
| Meyer Handelman Co | 50,856 | $4.54M | 0.18% | +3,825+8.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 50,991 | $4.55M | 1.01% | −621−1.2% | Reduced |
| CenterBook Partners LP | 51,088 | $4.56M | 0.57% | −4,453−8.0% | Reduced |
| Columbia Asset Management | 51,207 | $4.57M | 0.98% | −9,716−15.9% | Reduced |
| Legal Advantage Investments, Inc. | 51,428 | $4.59M | 3.06% | +10.0% | Added |
| Waratah Capital Advisors Ltd. | 51,447 | $4.59M | 0.23% | −481,666−90.3% | Reduced |
| Essex Investment Management Co LLC | 51,460 | $4.59M | 0.64% | −5,461−9.6% | Reduced |
| Toroso Investments, LLC | 51,526 | $4.60M | 0.14% | −10,169−16.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 51,510 | $4.60M | 0.52% | −13,629−20.9% | Reduced |
| Duality Advisers, LP | 51,603 | $4.61M | 0.58% | +51,603 | New |
| BTC Capital Management, Inc. | 51,966 | $4.63M | 0.50% | −2,074−3.8% | Reduced |
| Townsend & Associates, Inc | 54,099 | $4.63M | 1.19% | +17,113+46.3% | Added |
| Everence Capital Management Inc | 52,802 | $4.64M | 0.38% | 00.0% | Unchanged |
| Bessemer Group Inc | 52,027 | $4.65M | 0.01% | +11,075+27.0% | Added |
| Invictus Private Wealth, LLC | 52,043 | $4.65M | 0.50% | +49,077+1,654.7% | Added |
| Skylands Capital, LLC | 52,350 | $4.67M | 0.67% | +20,250+63.1% | Added |
| Lafayette Investments, Inc. | 52,352 | $4.67M | 1.23% | +116+0.2% | Added |
| Karpas Strategies, LLC | 52,436 | $4.68M | 1.58% | −437−0.8% | Reduced |
| Novare Capital Management LLC | 52,585 | $4.69M | 0.50% | +63+0.1% | Added |
| Kempner Capital Management Inc. | 52,729 | $4.71M | 3.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 53,735 | $4.80M | 0.87% | +3,493+7.0% | Added |
| Courier Capital LLC | 54,124 | $4.83M | 0.38% | −163−0.3% | Reduced |
| River Wealth Advisors LLC | 54,166 | $4.84M | 0.82% | −233−0.4% | Reduced |
| Westpac Banking Corp | 54,168 | $4.84M | 0.34% | −234,123−81.2% | Reduced |
| Kinneret Advisory, LLC | 54,170 | $4.84M | 0.57% | 00.0% | Unchanged |