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 |
|---|---|---|---|---|---|
| Bernardo Wealth Planning LLC | 2,493 | $222.6K | 0.09% | +18+0.7% | Added |
| HFR Wealth Management, LLC | 2,493 | $223.0K | 0.06% | 00.0% | Unchanged |
| Enzi Wealth | 2,466 | $223.1K | 0.11% | −718−22.6% | Reduced |
| Kearns & Associates LLC | 2,500 | $223.2K | 0.20% | −520−17.2% | Reduced |
| Gruss & Co., LLC | 2,500 | $223.2K | 1.35% | 00.0% | Unchanged |
| Hudock, Inc. | 2,505 | $223.7K | 0.05% | −310−11.0% | Reduced |
| Vista Private Wealth Partners. LLC | 2,504 | $224.2K | 0.09% | −56−2.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,514 | $224.4K | 0.13% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 2,517 | $224.7K | 0.13% | −27−1.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,517 | $224.7K | 0.06% | +15+0.6% | Added |
| High Pines Wealth Management, LLC | 2,519 | $224.9K | 0.34% | +8+0.3% | Added |
| Kennedy Investment Group | 2,520 | $224.9K | 0.13% | +340+15.6% | Added |
| Gould Asset Management LLC | 2,520 | $225.0K | 0.06% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,525 | $225.4K | 0.23% | −400−13.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,527 | $225.6K | 0.04% | −56−2.2% | Reduced |
| CJM Wealth Advisers, Ltd. | 2,534 | $226.2K | 0.11% | −100−3.8% | Reduced |
| Dixon Fnancial Services, Inc. | 2,539 | $226.7K | 0.15% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,548 | $227.0K | 0.06% | −111−4.2% | Reduced |
| Lipe & Dalton | 2,541 | $227.0K | 0.13% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,544 | $227.1K | 0.03% | +2,544 | New |
| Everhart Financial Group, Inc. | 2,545 | $227.2K | 0.10% | −703−21.6% | Reduced |
| Investmark Advisory Group LLC | 2,545 | $227.2K | 0.15% | −514−16.8% | Reduced |
| Hill Island Financial LLC | 2,550 | $227.7K | 0.09% | 00.0% | Unchanged |
| Private Capital Management, LLC | 2,552 | $227.8K | 0.03% | +2,552 | New |
| Arbor Trust Wealth Advisors, LLC | 2,556 | $228.2K | 0.15% | −500−16.4% | Reduced |
| Unique Wealth, LLC | 2,556 | $228.2K | 0.10% | +29+1.1% | Added |
| Northwest Wealth Management, LLC | 2,564 | $228.9K | 0.08% | −456−15.1% | Reduced |
| Golden Green, Inc. | 2,567 | $229.2K | 0.25% | −11−0.4% | Reduced |
| Cutler Investment Counsel LLC | 2,579 | $230.3K | 0.03% | −23−0.9% | Reduced |
| Patron Partners Advisors, LLC | 2,580 | $230.3K | 0.16% | +442+20.7% | Added |
| Five Oceans Advisors | 2,586 | $230.9K | 0.15% | +476+22.6% | Added |
| TruWealth Advisors, LLC | 2,587 | $231.0K | 0.02% | −384−12.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,585 | $231.0K | 0.08% | −134−4.9% | Reduced |
| Advisors Management Group Inc | 2,583 | $231.0K | 0.07% | −117−4.3% | Reduced |
| West Oak Capital, LLC | 2,596 | $231.8K | 0.11% | −100−3.7% | Reduced |
| Callan Family Office, LLC | 2,598 | $231.9K | 0.06% | −1,091−29.6% | Reduced |
| Paradigm Asset Management Co LLC | 2,600 | $232.1K | 0.06% | −1,200−31.6% | Reduced |
| WealthCare Investment Partners, LLC | 2,588 | $232.4K | 0.14% | −103−3.8% | Reduced |
| Truepoint, Inc. | 2,605 | $232.6K | 0.01% | +2,605 | New |
| Armstrong Shaw Associates Inc | 2,610 | $233.0K | 0.24% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 2,613 | $233.3K | 0.04% | −34−1.3% | Reduced |
| Kowal Investment Group, LLC | 2,618 | $233.7K | 0.06% | −11−0.4% | Reduced |
| Deuterium Capital Management, LLC | 2,619 | $233.8K | 0.33% | +2,619 | New |
| Fairfield Financial Advisors, LTD | 2,619 | $233.8K | 0.09% | −739−22.0% | Reduced |
| Keebeck Wealth Management, LLC | 2,622 | $234.1K | 0.03% | −27−1.0% | Reduced |
| East Coast Asset Management, LLC. | 2,638 | $235.5K | 0.11% | −252−8.7% | Reduced |
| Gilbert & Cook, Inc. | 2,646 | $236.2K | 0.04% | −1,155−30.4% | Reduced |
| Firethorn Wealth Partners, LLC | 2,647 | $236.4K | 0.18% | +99+3.9% | Added |
| RDA Financial Network | 2,649 | $236.5K | 0.10% | −117−4.2% | Reduced |
| Vestor Capital, LLC | 2,665 | $238.0K | 0.03% | +812+43.8% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,666 | $238.1K | 0.10% | +582+27.9% | Added |
| Clear Street Markets LLC | 2,676 | $239.0K | 0.10% | +314+13.3% | Added |
| First National Bank of South Miami | 2,677 | $239.0K | 0.19% | −884−24.8% | Reduced |
| Jessup Wealth Management, Inc | 2,681 | $239.4K | 0.13% | −6,563−71.0% | Reduced |
| Harvey Capital Management Inc | 2,681 | $239.4K | 0.09% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,688 | $240.0K | 0.02% | −345−11.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,695 | $240.6K | 0.06% | +543+25.2% | Added |
| Aurora Private Wealth, Inc. | 2,709 | $242.0K | 0.28% | −99−3.5% | Reduced |
| Full Sail Capital, LLC | 2,712 | $242.1K | 0.02% | +15+0.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,713 | $242.2K | 0.14% | −375−12.1% | Reduced |
| Ballast, Inc. | 2,716 | $242.5K | 0.09% | −260−8.7% | Reduced |
| Meridian Investment Counsel Inc. | 2,723 | $243.1K | 0.09% | −58−2.1% | Reduced |
| CPA Asset Management LLC | 2,724 | $243.2K | 0.17% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,726 | $243.4K | 0.17% | −27−1.0% | Reduced |
| TMD Wealth Management, LLC | 2,731 | $243.8K | 0.06% | +703+34.7% | Added |
| Bellevue Asset Management, LLC | 2,733 | $244.0K | 0.15% | −50−1.8% | Reduced |
| City State Bank | 2,749 | $245.0K | 0.13% | −290−9.5% | Reduced |
| 1776 Wealth LLC | 2,747 | $245.3K | 0.13% | −105−3.7% | Reduced |
| Signet Financial Management, LLC | 2,753 | $245.8K | 0.04% | −283−9.3% | Reduced |
| Progressive Investment Management Corp | 2,757 | $246.1K | 0.08% | −10−0.4% | Reduced |
| Parcion Private Wealth LLC | 2,773 | $247.6K | 0.02% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 2,778 | $248.0K | 0.03% | +656+30.9% | Added |
| Cardinal Strategic Wealth Guidance | 2,782 | $248.0K | 0.11% | −2−0.1% | Reduced |
| Northwest Capital Management Inc | 2,781 | $248.3K | 0.10% | −331−10.6% | Reduced |
| BIP Wealth, LLC | 2,783 | $248.5K | 0.02% | −293−9.5% | Reduced |
| James J. Burns & Company, LLC | 2,791 | $249.0K | 0.06% | +121+4.5% | Added |
| Investment Advisory Group, LLC | 2,791 | $249.2K | 0.13% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,793 | $249.4K | 0.01% | +2,793 | New |
| CMG Global Holdings, LLC | 2,797 | $249.7K | 0.20% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 2,798 | $249.8K | 0.15% | −8−0.3% | Reduced |
| High Note Wealth, LLC | 2,810 | $250.9K | 0.10% | +3+0.1% | Added |
| FSB Premier Wealth Management, Inc. | 2,812 | $251.1K | 0.14% | +30+1.1% | Added |
| Strategic Financial Concepts, LLC | 2,821 | $251.9K | 0.09% | +265+10.4% | Added |
| New Republic Capital, LLC | 2,828 | $252.5K | 0.18% | −105−3.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,830 | $252.7K | 0.02% | −3,152−52.7% | Reduced |
| Cohen Capital Management, Inc. | 2,830 | $252.7K | 0.05% | +2,830 | New |
| KFA Private Wealth Group, LLC | 2,832 | $252.9K | 0.10% | +143+5.3% | Added |
| Rosenberg Matthew Hamilton | 2,833 | $252.9K | 0.09% | −897−24.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,843 | $253.8K | 0.06% | +5+0.2% | Added |
| Nkcfo LLC | 2,849 | $254.0K | 0.12% | 00.0% | Unchanged |
| STAR Financial Bank | 2,846 | $254.1K | 0.24% | +83+3.0% | Added |
| Compass Financial Group, INC | 2,847 | $254.2K | 0.08% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,859 | $255.3K | 0.23% | +300+11.7% | Added |
| Aspen Grove Capital, LLC | 2,860 | $255.3K | 0.08% | +762+36.3% | Added |
| Ssi Investment Management LLC | 2,866 | $255.9K | 0.02% | −491−14.6% | Reduced |
| Meritage Portfolio Management | 2,866 | $256.0K | 0.02% | −30−1.0% | Reduced |
| Rock Point Advisors, LLC | 2,872 | $256.4K | 0.08% | +40+1.4% | Added |
| Tradewinds Capital Management, LLC | 2,874 | $256.6K | 0.08% | −65−2.2% | Reduced |
| Peninsula Asset Management Inc | 2,875 | $256.7K | 0.15% | 00.0% | Unchanged |
| Miramar Capital, LLC | 2,877 | $256.9K | 0.07% | −166−5.5% | Reduced |