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 |
|---|---|---|---|---|---|
| Van Strum & Towne Inc. | 54,200 | $4.84M | 2.00% | +440+0.8% | Added |
| Ar Asset Management Inc | 54,290 | $4.85M | 1.30% | +315+0.6% | Added |
| Hoylecohen, LLC | 54,344 | $4.85M | 0.43% | −1,545−2.8% | Reduced |
| KMG Fiduciary Partners, LLC | 54,372 | $4.85M | 0.63% | −28,015−34.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 54,495 | $4.87M | 0.55% | −13,574−19.9% | Reduced |
| Toth Financial Advisory Corp | 54,618 | $4.88M | 0.71% | −1,096−2.0% | Reduced |
| Brown Brothers Harriman & Co | 54,707 | $4.88M | 0.04% | −4,737−8.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 54,859 | $4.90M | 1.15% | −365−0.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 54,950 | $4.91M | 0.92% | −970−1.7% | Reduced |
| Winslow Asset Management Inc | 55,294 | $4.94M | 1.06% | +3,172+6.1% | Added |
| Princeton Capital Management LLC | 55,418 | $4.95M | 2.05% | +9,252+20.0% | Added |
| Baker Chad R | 55,490 | $4.95M | 1.17% | −13,570−19.6% | Reduced |
| Goelzer Investment Management, Inc. | 55,554 | $4.96M | 0.42% | +21,506+63.2% | Added |
| Fagan Associates, Inc. | 55,630 | $4.97M | 1.21% | −505−0.9% | Reduced |
| Brown Shipley& Co Ltd | 55,646 | $4.97M | 2.03% | +2,350+4.4% | Added |
| 1st Source Bank | 55,917 | $4.99M | 0.32% | −3,950−6.6% | Reduced |
| Strategy Asset Managers LLC | 56,002 | $5.00M | 1.11% | +3,263+6.2% | Added |
| Sowell Financial Services LLC | 56,103 | $5.01M | 0.28% | +16,506+41.7% | Added |
| Beta Wealth Group, Inc. | 56,131 | $5.01M | 2.90% | +3,840+7.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 56,146 | $5.01M | 4.96% | +2,199+4.1% | Added |
| Welch & Forbes LLC | 56,290 | $5.03M | 0.08% | −1,640−2.8% | Reduced |
| GAM Holding AG | 56,330 | $5.03M | 0.35% | −43−0.1% | Reduced |
| FAI Wealth Management | 56,343 | $5.03M | 4.50% | +385+0.7% | Added |
| Madison Wealth Management | 56,368 | $5.03M | 1.02% | +14,957+36.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 56,370 | $5.03M | 0.01% | −2,572−4.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 56,376 | $5.03M | 0.25% | −2,302−3.9% | Reduced |
| Lyell Wealth Management, LP | 56,609 | $5.05M | 0.65% | −394−0.7% | Reduced |
| Exchange Capital Management, Inc. | 56,636 | $5.06M | 0.94% | −40.0% | Reduced |
| Independent Advisor Alliance | 56,842 | $5.07M | 0.22% | −3,168−5.3% | Reduced |
| Advisor Partners II, LLC | 56,863 | $5.08M | 0.24% | −2,751−4.6% | Reduced |
| Logan Capital Management Inc | 57,152 | $5.10M | 0.24% | +90+0.2% | Added |
| Aptus Capital Advisors, LLC | 57,273 | $5.11M | 0.15% | −1,886−3.2% | Reduced |
| Empirical Finance, LLC | 57,330 | $5.12M | 0.40% | +6,407+12.6% | Added |
| Van Den Berg Management I, Inc | 57,351 | $5.12M | 1.84% | +3,507+6.5% | Added |
| GHP Investment Advisors, Inc. | 57,664 | $5.13M | 0.30% | +11,120+23.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 57,639 | $5.15M | 0.13% | +215+0.4% | Added |
| Bloom Tree Partners, LLC | 57,691 | $5.15M | 2.40% | +57,691 | New |
| Worm Capital, LLC | 57,731 | $5.15M | 4.53% | +57,161+10,028.2% | Added |
| Marietta Wealth Management, LLC | 58,005 | $5.18M | 0.98% | +4,335+8.1% | Added |
| Anchor Investment Management, LLC | 58,071 | $5.18M | 0.66% | −4,018−6.5% | Reduced |
| Clearstead Advisors, LLC | 58,136 | $5.19M | 0.31% | +7,804+15.5% | Added |
| McCollum Christoferson Group LLC | 58,851 | $5.25M | 1.50% | −70.0% | Reduced |
| Vision Capital Management, Inc. | 58,984 | $5.27M | 0.90% | −166−0.3% | Reduced |
| City Holding Co | 59,089 | $5.28M | 0.91% | +585+1.0% | Added |
| Talbot Financial, LLC | 59,400 | $5.30M | 0.90% | +2,378+4.2% | Added |
| Cubist Systematic Strategies, LLC | 59,503 | $5.31M | 0.06% | +59,503 | New |
| Evercore Wealth Management, LLC | 59,675 | $5.33M | 0.10% | −6,987−10.5% | Reduced |
| Archon Partners LLC | 60,000 | $5.36M | 0.80% | −26,000−30.2% | Reduced |
| Gifford Fong Associates | 60,039 | $5.36M | 1.26% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 60,052 | $5.36M | 0.56% | +2,750+4.8% | Added |
| Capital Markets Trading UK LLP | 60,183 | $5.37M | 3.94% | +56,717+1,636.4% | Added |
| Atwater Malick LLC | 60,688 | $5.42M | 2.31% | +2,575+4.4% | Added |
| Sand Hill Global Advisors, LLC | 61,500 | $5.49M | 0.27% | +1,489+2.5% | Added |
| Pioneer Trust Bank N A | 61,755 | $5.51M | 1.59% | +123+0.2% | Added |
| Wade G W & Inc | 61,793 | $5.52M | 0.20% | +1,859+3.1% | Added |
| Colony Capital, Inc. | 62,074 | $5.54M | 0.70% | 00.0% | Unchanged |
| Power Corp of Canada | 62,252 | $5.56M | 0.58% | +85+0.1% | Added |
| NZS Capital, LLC | 62,259 | $5.56M | 0.28% | +2,035+3.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 62,476 | $5.58M | 0.75% | +62,476 | New |
| Ancora Advisors, LLC | 62,708 | $5.60M | 0.15% | −524−0.8% | Reduced |
| WealthBridge Investment Counsel Inc. | 62,736 | $5.60M | 2.36% | +2,025+3.3% | Added |
| Anderson Hoagland & Co | 62,790 | $5.61M | 0.72% | +2,684+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 63,091 | $5.63M | 0.08% | −4,390−6.5% | Reduced |
| M&R Capital Management Inc | 63,383 | $5.66M | 1.48% | −3,418−5.1% | Reduced |
| Global Retirement Partners, LLC | 63,497 | $5.67M | 0.28% | +4,611+7.8% | Added |
| Janney Capital Management LLC | 63,597 | $5.68M | 0.39% | −2,801−4.2% | Reduced |
| Stelac Advisory Services LLC | 63,994 | $5.70M | 2.54% | −181−0.3% | Reduced |
| Neville Rodie & Shaw Inc | 63,885 | $5.70M | 0.49% | −23,737−27.1% | Reduced |
| Moors & Cabot, Inc. | 64,076 | $5.72M | 0.38% | −6,380−9.1% | Reduced |
| Gibraltar Capital Management, Inc. | 64,203 | $5.73M | 2.54% | +64,203 | New |
| Sonora Investment Management Group, LLC | 64,356 | $5.75M | 0.48% | +5,226+8.8% | Added |
| Burns J W & Co Inc | 65,084 | $5.81M | 0.93% | −2,531−3.7% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 65,149 | $5.82M | 2.19% | −350−0.5% | Reduced |
| Hillman Capital Management, Inc. | 65,286 | $5.83M | 2.06% | −204−0.3% | Reduced |
| Verition Fund Management LLC | 65,318 | $5.83M | 0.09% | +52,238+399.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 65,596 | $5.86M | 0.44% | +594+0.9% | Added |
| BKD Wealth Advisors, LLC | 66,051 | $5.90M | 0.17% | +15,027+29.5% | Added |
| First Nebraska Trust Co | 66,162 | $5.91M | 0.71% | −769−1.1% | Reduced |
| Argent Trust Co | 66,489 | $5.94M | 0.32% | +5,941+9.8% | Added |
| Lowe Brockenbrough & Co Inc | 66,824 | $5.97M | 0.45% | +788+1.2% | Added |
| Steel Peak Wealth Management LLC | 67,601 | $6.04M | 0.36% | +13,656+25.3% | Added |
| Marco Investment Management LLC | 67,710 | $6.05M | 0.65% | −1,908−2.7% | Reduced |
| Girard Partners Ltd. | 67,990 | $6.07M | 0.64% | +116+0.2% | Added |
| WoodTrust Financial Corp | 68,394 | $6.11M | 1.13% | +3,311+5.1% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 75,000 | $6.14M | 0.95% | −11,000−12.8% | Reduced |
| Dynamic Advisor Solutions LLC | 68,912 | $6.15M | 0.32% | +13,933+25.3% | Added |
| Bourgeon Capital Management LLC | 68,915 | $6.15M | 1.44% | −15,042−17.9% | Reduced |
| Great Valley Advisor Group, Inc. | 69,055 | $6.17M | 0.26% | −1,354−1.9% | Reduced |
| Narwhal Capital Management | 69,163 | $6.17M | 0.73% | +13,023+23.2% | Added |
| Tufton Capital Management | 69,412 | $6.20M | 1.34% | −1,423−2.0% | Reduced |
| Worldquant Millennium Advisors LLC | 69,440 | $6.20M | 0.10% | +58,261+521.2% | Added |
| First Financial Bank - Trust Division | 69,696 | $6.22M | 0.65% | +519+0.8% | Added |
| Bowen Hanes & Co Inc | 69,790 | $6.23M | 0.20% | −7,165−9.3% | Reduced |
| Appleton Partners Inc | 69,976 | $6.25M | 0.53% | −429−0.6% | Reduced |
| Advanced Portfolio Management, LLC | 70,000 | $6.25M | 5.72% | +70,000 | New |
| Synergy Financial Management, LLC | 70,343 | $6.28M | 1.55% | +18,084+34.6% | Added |
| BLB&B Advisors, LLC | 70,511 | $6.30M | 0.44% | +772+1.1% | Added |
| Lincoln National Corp | 70,661 | $6.31M | 0.12% | −771−1.1% | Reduced |
| Journey Strategic Wealth LLC | 70,830 | $6.32M | 0.29% | −5,189−6.8% | Reduced |
| Mitchell Sinkler & Starr | 71,261 | $6.36M | 1.81% | −375−0.5% | Reduced |