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 |
|---|---|---|---|---|---|
| Central Trust Co | 71,376 | $6.37M | 0.18% | −7,333−9.3% | Reduced |
| Telos Capital Management, Inc. | 71,503 | $6.38M | 0.85% | −5,003−6.5% | Reduced |
| Carret Asset Management, LLC | 71,541 | $6.39M | 0.85% | −4,085−5.4% | Reduced |
| Westchester Capital Management, Inc. | 71,779 | $6.41M | 1.78% | −1,669−2.3% | Reduced |
| Northwest & Ethical Investments L.P. | 71,891 | $6.42M | 0.21% | +1,152+1.6% | Added |
| Albion Financial Group | 71,956 | $6.42M | 0.56% | −9,368−11.5% | Reduced |
| Parthenon LLC | 72,157 | $6.44M | 0.93% | +825+1.2% | Added |
| Formuepleje A/S | 72,340 | $6.46M | 0.56% | −4,733−6.1% | Reduced |
| Buckingham Capital Management, Inc. | 72,870 | $6.51M | 0.97% | +8,095+12.5% | Added |
| Kelly Lawrence W & Associates Inc | 72,612 | $6.52M | 1.69% | +2,566+3.7% | Added |
| Spouting Rock Asset Management, LLC | 73,079 | $6.52M | 2.36% | −19,654−21.2% | Reduced |
| Stamos Capital Partners, L.P. | 73,840 | $6.59M | 1.54% | +19,960+37.0% | Added |
| DCM Advisors, LLC | 73,970 | $6.60M | 2.83% | +198+0.3% | Added |
| EULAV Asset Management | 74,000 | $6.61M | 0.25% | −5,000−6.3% | Reduced |
| Motco | 74,738 | $6.67M | 0.44% | +5,061+7.3% | Added |
| Sigma Planning Corp | 74,820 | $6.68M | 0.24% | −15,275−17.0% | Reduced |
| Tiaa, FSB | 74,928 | $6.69M | 0.02% | −3,556−4.5% | Reduced |
| National Asset Management, Inc. | 76,290 | $6.74M | 0.15% | −14,947−16.4% | Reduced |
| Shelton Capital Management | 75,574 | $6.75M | 0.24% | −7,564−9.1% | Reduced |
| Brookstone Capital Management | 76,842 | $6.81M | 0.14% | +12,280+19.0% | Added |
| Metis Global Partners, LLC | 76,557 | $6.84M | 0.37% | +1,253+1.7% | Added |
| LMCG Investments, LLC | 76,786 | $6.86M | 0.44% | −2,377−3.0% | Reduced |
| Synovus Financial Corp | 77,270 | $6.90M | 0.08% | −4,152−5.1% | Reduced |
| Investment House LLC | 77,273 | $6.90M | 0.52% | +68,347+765.7% | Added |
| Kanawha Capital Management LLC | 77,372 | $6.91M | 0.64% | −400−0.5% | Reduced |
| West Coast Financial LLC | 77,447 | $6.91M | 0.98% | −1,865−2.4% | Reduced |
| Ironvine Capital Partners, LLC | 78,060 | $6.97M | 0.85% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 78,587 | $7.02M | 0.29% | −949−1.2% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 78,640 | $7.02M | 5.44% | −6,802−8.0% | Reduced |
| Integrated Wealth Concepts LLC | 78,877 | $7.04M | 0.12% | +5,676+7.8% | Added |
| Marble Harbor Investment Counsel, LLC | 79,263 | $7.08M | 0.89% | +4,907+6.6% | Added |
| Noesis Capital Mangement Corp | 79,586 | $7.11M | 1.75% | +4,004+5.3% | Added |
| Metropolitan Life Insurance Co | 79,632 | $7.11M | 0.35% | −2,077−2.5% | Reduced |
| Veritable, L.P. | 79,773 | $7.12M | 0.12% | −2,229−2.7% | Reduced |
| JustInvest LLC | 79,874 | $7.13M | 0.22% | −10,612−11.7% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 79,927 | $7.14M | 2.32% | +11,930+17.5% | Added |
| Pacific Heights Asset Management LLC | 80,000 | $7.14M | 0.65% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 80,110 | $7.15M | 1.48% | +7,109+9.7% | Added |
| Edmond de Rothschild Holding S.A. | 80,344 | $7.17M | 0.14% | +27,125+51.0% | Added |
| Advisory Services Network, LLC | 80,431 | $7.18M | 0.19% | +8,708+12.1% | Added |
| Edge Wealth Management LLC | 80,456 | $7.18M | 1.57% | +4,375+5.8% | Added |
| Punch & Associates Investment Management, Inc. | 80,554 | $7.19M | 0.44% | +196+0.2% | Added |
| Tower Research Capital LLC (TRC) | 80,773 | $7.21M | 0.24% | +9,705+13.7% | Added |
| Pictet & Cie (Europe) SA | 81,069 | $7.24M | 0.25% | +25,669+46.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 81,588 | $7.28M | 0.24% | −6,042−6.9% | Reduced |
| Baxter Bros Inc | 81,993 | $7.32M | 1.09% | −1,901−2.3% | Reduced |
| Beaumont Financial Advisors, LLC | 82,003 | $7.32M | 0.68% | +770+0.9% | Added |
| Grassi Investment Management | 82,294 | $7.35M | 0.81% | −705−0.8% | Reduced |
| SG Americas Securities, LLC | 82,372 | $7.35M | 0.06% | +14,879+22.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 82,654 | $7.38M | 0.80% | +3,003+3.8% | Added |
| Mutual Advisors, LLC | 82,759 | $7.39M | 0.28% | −726−0.9% | Reduced |
| Shell Asset Management Co | 82,803 | $7.39M | 0.29% | −9,232−10.0% | Reduced |
| Citadel Advisors LLC | 82,829 | $7.39M | 0.01% | −147,009−64.0% | Reduced |
| Glenview Trust Co | 82,866 | $7.40M | 0.20% | −14,037−14.5% | Reduced |
| KLCM Advisors, Inc. | 83,198 | $7.43M | 1.45% | +337+0.4% | Added |
| E. Ohman J:or Asset Management AB | 83,300 | $7.44M | 0.27% | +2,200+2.7% | Added |
| KCM Investment Advisors LLC | 83,447 | $7.45M | 0.30% | −7,972−8.7% | Reduced |
| Covea Finance | 83,671 | $7.47M | 0.41% | −5,220−5.9% | Reduced |
| Weatherly Asset Management L. P. | 84,274 | $7.52M | 0.88% | −327−0.4% | Reduced |
| Phoenix Holdings Ltd. | 84,688 | $7.55M | 0.16% | +30,322+55.8% | Added |
| Thomasville National Bank | 84,642 | $7.56M | 0.72% | +2,210+2.7% | Added |
| Prudential PLC | 84,856 | $7.58M | 0.09% | +3,222+3.9% | Added |
| JB Capital LLC | 85,055 | $7.59M | 0.64% | +1,037+1.2% | Added |
| Wedbush Securities Inc | 85,192 | $7.61M | 0.36% | +4,181+5.2% | Added |
| Woodstock Corp | 85,258 | $7.61M | 0.90% | −1,480−1.7% | Reduced |
| Venture Visionary Partners LLC | 85,347 | $7.62M | 0.45% | −1,758−2.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 85,501 | $7.63M | 1.56% | −1,729−2.0% | Reduced |
| Valeo Financial Advisors, LLC | 115,855 | $7.64M | 0.35% | −1,388−1.2% | Reduced |
| LS Investment Advisors, LLC | 85,879 | $7.67M | 1.35% | −370−0.4% | Reduced |
| Equitable Holdings, Inc. | 86,191 | $7.70M | 0.11% | +10,790+14.3% | Added |
| Virtu Financial LLC | 86,213 | $7.70M | 0.59% | +73,184+561.7% | Added |
| Dorsey & Whitney Trust CO LLC | 86,410 | $7.71M | 0.64% | +4,866+6.0% | Added |
| Lazari Capital Management, Inc. | 86,559 | $7.73M | 4.35% | +86,559 | New |
| Stillwater Capital Advisors, LLC | 86,790 | $7.75M | 1.37% | +358+0.4% | Added |
| First American Trust, FSB | 86,935 | $7.76M | 1.07% | +3,680+4.4% | Added |
| Cabot Wealth Management Inc | 87,067 | $7.77M | 1.16% | +3,072+3.7% | Added |
| Amussen Hunsaker Associates LLC | 87,031 | $7.77M | 1.72% | +1,817+2.1% | Added |
| Berkshire Asset Management LLC | 87,121 | $7.78M | 0.46% | +13,443+18.2% | Added |
| Calamos Wealth Management LLC | 87,591 | $7.82M | 0.57% | −2,916−3.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 87,761 | $7.84M | 2.30% | +4,000+4.8% | Added |
| Group One Trading, L.P. | 88,141 | $7.87M | 0.34% | −102,114−53.7% | Reduced |
| New Mexico Educational Retirement Board | 88,755 | $7.92M | 0.35% | +4,400+5.2% | Added |
| John G Ullman & Associates Inc | 88,916 | $7.94M | 1.22% | +6,800+8.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 88,308 | $7.94M | 0.29% | −412,916−82.4% | Reduced |
| CSM Advisors, LLC | 88,934 | $7.94M | 0.60% | −3,150−3.4% | Reduced |
| Blume Capital Management, Inc. | 88,989 | $7.94M | 2.34% | +5,524+6.6% | Added |
| Bailard, Inc. | 89,630 | $8.00M | 0.28% | −8,684−8.8% | Reduced |
| Haverford Trust Co | 89,798 | $8.02M | 0.09% | −32,024−26.3% | Reduced |
| Founders Capital Management, LLC | 89,823 | $8.02M | 1.79% | +453+0.5% | Added |
| Round Hill Asset Management | 90,480 | $8.08M | 4.99% | −1,315−1.4% | Reduced |
| Osborne Partners Capital Management, LLC | 90,594 | $8.09M | 0.58% | +3,098+3.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 90,899 | $8.12M | 0.50% | +30,550+50.6% | Added |
| Griffin Asset Management, Inc. | 90,973 | $8.12M | 1.10% | +2,361+2.7% | Added |
| Morningstar Investment Management LLC | 92,172 | $8.23M | 1.09% | +6,734+7.9% | Added |
| Kestra Private Wealth Services, LLC | 93,011 | $8.30M | 0.28% | +3,875+4.3% | Added |
| Iyo Bank, Ltd. | 93,348 | $8.33M | 4.32% | +13,908+17.5% | Added |
| Banque Cantonale Vaudoise | 94,090 | $8.40M | 0.39% | −3,518−3.6% | Reduced |
| Bokf, NA | 94,457 | $8.43M | 0.17% | +9,621+11.3% | Added |
| Brinker Capital Investments, LLC | 94,956 | $8.48M | 0.09% | +4,267+4.7% | Added |
| Orion Portfolio Solutions, LLC | 94,956 | $8.48M | 0.09% | +4,267+4.7% | Added |