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; 2,947 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
- 2,963
- −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
- 1,438 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 | 2,947 | $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 | 3,178 | $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 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 2,002 | $178.7K | 0.07% | −487−19.6% | Reduced |
| VisionPoint Advisory Group, LLC | 2,015 | $179.9K | 0.07% | −193−8.7% | Reduced |
| Pin Oak Investment Advisors Inc | 2,025 | $181.0K | 0.20% | +8+0.4% | Added |
| Raleigh Capital Management Inc. | 2,029 | $181.1K | 0.09% | +200+10.9% | Added |
| Tfo-TDC, LLC | 2,029 | $181.1K | 0.04% | +300+17.4% | Added |
| Lee Financial Co | 2,092 | $186.8K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,117 | $189.0K | 0.05% | −24−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,149 | $191.8K | 0.02% | +31+1.5% | Added |
| Sound Income Strategies, LLC | 2,162 | $193.0K | 0.02% | +124+6.1% | Added |
| Cassady Schiller Wealth Management, LLC | 2,184 | $195.0K | 0.11% | 00.0% | Unchanged |
| Covestor Ltd | 2,207 | $197.0K | 0.15% | +354+19.1% | Added |
| TFC Financial Management | 2,207 | $197.1K | 0.05% | −78−3.4% | Reduced |
| First Financial Corp | 2,224 | $198.6K | 0.13% | +23+1.0% | Added |
| Centiva Capital, LP | 2,227 | $198.8K | 0.01% | −1,239−35.7% | Reduced |
| Prostatis Group LLC | 38,695 | $199.6K | 0.09% | +36,428+1,606.9% | Added |
| Tilia Fiduciary Partners, Inc. | 2,236 | $199.7K | 0.18% | −6,597−74.7% | Reduced |
| Semus Wealth Partners LLC | 2,242 | $200.2K | 0.18% | −411−15.5% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,242 | $200.2K | 0.11% | −19−0.8% | Reduced |
| Castle Wealth Management LLC | 2,247 | $200.6K | 0.14% | +52+2.4% | Added |
| USAdvisors Wealth Management, LLC | 2,238 | $201.0K | 0.10% | −209−8.5% | Reduced |
| Cook Wealth Management Group LLC | 2,355 | $201.0K | 0.15% | +216+10.1% | Added |
| Holland Advisory Services, Inc. | 2,254 | $201.2K | 0.26% | −69−3.0% | Reduced |
| Winning Points Advisors, LLC | 2,232 | $201.5K | 0.31% | +25+1.1% | Added |
| Camden National Bank | 2,259 | $201.7K | 0.04% | −41−1.8% | Reduced |
| Family Firm, Inc. | 2,269 | $202.6K | 0.05% | 00.0% | Unchanged |
| Michael B. Yongue | 2,277 | $203.3K | 0.19% | −1,251−35.5% | Reduced |
| First International Bank & Trust | 2,277 | $203.3K | 0.06% | −145−6.0% | Reduced |
| Round Rock Advisors, LLC | 2,277 | $203.3K | 0.07% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,278 | $203.4K | 0.07% | +2,278 | New |
| Kraematon Investment Advisors, Inc | 2,278 | $203.4K | 0.22% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 2,281 | $203.6K | 0.10% | −100−4.2% | Reduced |
| Montz Harcus Wealth Management LLC | 2,289 | $204.3K | 0.17% | −138−5.7% | Reduced |
| Financial Council Asset Management Inc | 2,289 | $204.4K | 0.16% | −694−23.3% | Reduced |
| Element Wealth, LLC | 2,292 | $204.7K | 0.14% | +30+1.3% | Added |
| Abner Herrman & Brock LLC | 2,294 | $205.0K | 0.03% | +58+2.6% | Added |
| Taylor Hoffman Wealth Management | 2,299 | $205.3K | 0.10% | −1,768−43.5% | Reduced |
| S.A. Mason LLC | 2,051 | $205.4K | 0.15% | 00.0% | Unchanged |
| Ami Asset Management Corp | 2,303 | $205.6K | 0.01% | +117+5.4% | Added |
| Tortoise Investment Management, LLC | 2,307 | $206.0K | 0.03% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 2,313 | $206.5K | 0.17% | +2,313 | New |
| Capital Financial Planning, LLC | 2,316 | $206.8K | 0.08% | −450−16.3% | Reduced |
| Ade, LLC | 2,319 | $207.0K | 0.14% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 2,320 | $207.1K | 0.20% | +210+10.0% | Added |
| Cascade Investment Group, Inc. | 2,328 | $207.8K | 0.19% | −383−14.1% | Reduced |
| Wrapmanager Inc | 2,336 | $208.6K | 0.06% | +27+1.2% | Added |
| PCA Investment Advisory Services Inc. | 2,336 | $208.6K | 0.12% | −104−4.3% | Reduced |
| Fermata Advisors, LLC | 2,337 | $208.7K | 0.19% | +352+17.7% | Added |
| Sterling Group Wealth Management, LLC | 2,339 | $208.8K | 0.18% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 2,344 | $209.0K | 0.06% | +1,517+183.4% | Added |
| Centennial Bank | 2,343 | $209.2K | 0.14% | 00.0% | Unchanged |
| Private Management Group Inc | 2,344 | $209.3K | 0.01% | −409−14.9% | Reduced |
| SignalPoint Asset Management, LLC | 2,350 | $209.8K | 0.06% | +25+1.1% | Added |
| Asset Management Resources, LLC | 2,353 | $210.1K | 0.13% | +311+15.2% | Added |
| Fort Point Capital Partners LLC | 2,354 | $210.2K | 0.03% | +41+1.8% | Added |
| McGuire Investment Group, LLC | 2,363 | $211.0K | 0.04% | −901−27.6% | Reduced |
| Atwood & Palmer Inc | 2,363 | $211.0K | 0.02% | +73+3.2% | Added |
| Pennsylvania Capital Management Inc | 2,363 | $211.0K | 0.09% | +25+1.1% | Added |
| Eagle Strategies LLC | 2,364 | $211.1K | 0.05% | +2,364 | New |
| Atom Investors LP | 2,365 | $211.1K | 0.08% | −15,579−86.8% | Reduced |
| Kaydan Wealth Management, Inc. | 2,365 | $211.1K | 0.09% | −12−0.5% | Reduced |
| Wagner Wealth Management, LLC | 2,370 | $211.6K | 0.08% | −14−0.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,390 | $212.0K | 0.00% | −3,567−59.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,379 | $212.0K | 0.11% | −470−16.5% | Reduced |
| Crane Advisory, LLC | 2,362 | $212.1K | 0.06% | +2,362 | New |
| Tranquilli Financial Advisor LLC | 2,380 | $212.5K | 0.15% | +41+1.8% | Added |
| SPC Financial, Inc. | 2,384 | $212.8K | 0.02% | −815−25.5% | Reduced |
| Mad River Investors | 2,400 | $213.3K | 0.16% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,390 | $213.4K | 0.08% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 2,392 | $213.6K | 0.52% | +2,392 | New |
| Cyrus J. Lawrence, LLC | 2,400 | $214.0K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 2,398 | $214.1K | 0.11% | −153−6.0% | Reduced |
| WESPAC Advisors, LLC | 2,405 | $214.7K | 0.17% | +2,405 | New |
| Hilltop Wealth Advisors, LLC | 2,406 | $214.8K | 0.16% | +108+4.7% | Added |
| Smith, Salley & Associates | 2,408 | $215.0K | 0.02% | −111,283−97.9% | Reduced |
| Capital Advisors, Ltd. LLC | 2,409 | $215.0K | 0.03% | +767+46.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,418 | $215.8K | 0.02% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,422 | $216.2K | 0.06% | −269−10.0% | Reduced |
| EWG Elevate Inc. | 2,425 | $216.5K | 0.09% | −74−3.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 2,426 | $216.6K | 0.23% | +2,426 | New |
| Navellier & Associates Inc | 2,428 | $216.8K | 0.04% | +400+19.7% | Added |
| Fairhaven Wealth Management, LLC | 2,428 | $216.8K | 0.08% | +2,428 | New |
| Lineweaver Wealth Advisors, LLC | 2,427 | $216.8K | 0.06% | −53−2.1% | Reduced |
| Opes Wealth Management LLC | 2,429 | $216.9K | 0.06% | +55+2.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 2,442 | $218.0K | 0.06% | −411−14.4% | Reduced |
| McIlrath & Eck, LLC | 2,449 | $218.6K | 0.05% | −40−1.6% | Reduced |
| Paragon Financial Partners, Inc. | 2,449 | $218.7K | 0.21% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2,450 | $218.7K | 0.05% | −1,248−33.7% | Reduced |
| Monticello Wealth Management, LLC | 2,451 | $218.8K | 0.02% | −909−27.1% | Reduced |
| Terril Brothers, Inc. | 2,452 | $218.9K | 0.10% | +229+10.3% | Added |
| Versant Capital Management, Inc | 2,455 | $219.2K | 0.07% | −206−7.7% | Reduced |
| Birchcreek Wealth Management, LLC | 2,456 | $219.2K | 0.15% | +403+19.6% | Added |
| Cahaba Wealth Management, Inc. | 2,465 | $220.0K | 0.02% | +206+9.1% | Added |
| Oarsman Capital, Inc. | 2,469 | $220.4K | 0.10% | +29+1.2% | Added |
| PYA Waltman Capital, LLC | 2,484 | $220.6K | 0.10% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 2,474 | $220.9K | 0.04% | +2,474 | New |
| Tradition Wealth Management, LLC | 2,475 | $221.0K | 0.03% | −4−0.2% | Reduced |
| Alliance Wealth Management Group | 2,477 | $221.1K | 0.07% | +2+0.1% | Added |
| Financial Advisors, LLC | 2,486 | $221.9K | 0.05% | +385+18.3% | Added |
| O'Keefe Stevens Advisory, Inc. | 2,489 | $222.2K | 0.10% | +95+4.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,465 | $222.2K | 0.16% | +15+0.6% | Added |