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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 2,901 | $257.1K | 0.08% | −1,032−26.2% | Reduced |
| Lodestone Wealth Management LLC | 2,881 | $257.2K | 0.18% | −10−0.3% | Reduced |
| Headinvest, LLC | 2,890 | $257.3K | 0.06% | −1,187−29.1% | Reduced |
| Pathway Financial Advisors LLC | 2,883 | $257.4K | 0.08% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,886 | $257.7K | 0.06% | +102+3.7% | Added |
| FNY Investment Advisers, LLC | 2,900 | $258.0K | 0.33% | −4,025−58.1% | Reduced |
| Philadelphia Trust Co | 2,887 | $258.0K | 0.02% | −1,921−40.0% | Reduced |
| Benedict Financial Advisors Inc | 2,895 | $258.5K | 0.07% | −57−1.9% | Reduced |
| Avaii Wealth Management, LLC | 2,896 | $258.6K | 0.20% | −1,291−30.8% | Reduced |
| WJ Wealth Management, LLC | 2,900 | $258.9K | 0.12% | +2,900 | New |
| Derbend Asset Management | 2,902 | $259.1K | 0.18% | +68+2.4% | Added |
| Alpha Financial Partners, LLC | 2,907 | $259.5K | 0.28% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 2,924 | $261.1K | 0.08% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,896 | $261.1K | 0.22% | +800+38.2% | Added |
| Sentinus, LLC | 2,929 | $261.5K | 0.08% | −73−2.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,929 | $261.5K | 0.10% | −50−1.7% | Reduced |
| Royal Capital Wealth Management, LLC | 2,930 | $261.6K | 0.25% | +20+0.7% | Added |
| Edgestream Partners, L.P. | 2,932 | $261.8K | 0.02% | +2,932 | New |
| EPIQ Capital Group, LLC | 2,942 | $262.6K | 0.14% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,942 | $262.7K | 0.20% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 2,957 | $264.0K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 2,958 | $264.1K | 0.19% | −499−14.4% | Reduced |
| Evermay Wealth Management LLC | 2,967 | $264.9K | 0.05% | −492−14.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,973 | $265.4K | 0.01% | −2,740−48.0% | Reduced |
| Goepper Burkhardt LLC | 2,980 | $266.1K | 0.16% | −170−5.4% | Reduced |
| ABLE Financial Group, LLC | 2,986 | $266.6K | 0.14% | +62+2.1% | Added |
| Redwood Wealth Management Group, LLC | 2,989 | $266.9K | 0.30% | +296+11.0% | Added |
| Coppell Advisory Solutions LLC | 2,997 | $267.6K | 0.08% | −59−1.9% | Reduced |
| Wharton Business Group, LLC | 3,003 | $268.0K | 0.02% | +655+27.9% | Added |
| Cottage Street Advisors LLC | 3,004 | $268.2K | 0.20% | −364−10.8% | Reduced |
| Levy Wealth Management Group, LLC | 3,007 | $268.5K | 0.08% | −16−0.5% | Reduced |
| Teamwork Financial Advisors, LLC | 3,014 | $269.1K | 0.04% | +3,014 | New |
| Affinity Capital Advisors, LLC | 3,015 | $269.2K | 0.07% | −140−4.4% | Reduced |
| Custos Family Office, LLC | 3,022 | $269.8K | 0.17% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,022 | $270.0K | 0.00% | 00.0% | Unchanged |
| Capital CS Group, LLC | 3,025 | $270.1K | 0.28% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2,997 | $270.4K | 0.17% | +2,997 | New |
| Financial Freedom, LLC | 3,033 | $270.8K | 0.19% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 3,038 | $271.3K | 0.37% | −72−2.3% | Reduced |
| NFP Retirement, Inc. | 3,039 | $271.3K | 0.05% | −201−6.2% | Reduced |
| E Fund Management Co., Ltd. | 3,052 | $272.0K | 0.02% | −351−10.3% | Reduced |
| Buckley Wealth Management, LLC | 3,066 | $273.7K | 0.09% | +597+24.2% | Added |
| Centerpoint Advisors, LLC | 3,069 | $274.0K | 0.11% | −501−14.0% | Reduced |
| Centric Wealth Management | 3,119 | $274.7K | 0.11% | +127+4.2% | Added |
| Wulff, Hansen & Co. | 3,085 | $275.4K | 0.31% | −300−8.9% | Reduced |
| Keudell/Morrison Wealth Management | 3,092 | $276.1K | 0.08% | −145−4.5% | Reduced |
| Saxon Interests, Inc. | 3,098 | $276.6K | 0.15% | −40−1.3% | Reduced |
| WestHill Financial Advisors, Inc. | 3,099 | $276.6K | 0.08% | −37−1.2% | Reduced |
| Page Arthur B | 3,121 | $278.6K | 0.26% | −7,447−70.5% | Reduced |
| Creative Financial Designs Inc | 3,124 | $278.9K | 0.03% | −517−14.2% | Reduced |
| Goldstone Financial Group, LLC | 3,125 | $279.0K | 0.08% | +36+1.2% | Added |
| First City Capital Management, Inc. | 3,126 | $279.1K | 0.16% | −232−6.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,262 | $279.4K | 0.24% | −212−6.1% | Reduced |
| TSFG, LLC | 3,140 | $280.0K | 0.10% | −38−1.2% | Reduced |
| Claret Asset Management Corp | 3,134 | $280.0K | 0.05% | +1,054+50.7% | Added |
| Perfromance Wealth Partners, LLC | 3,121 | $280.2K | 0.01% | −5,980−65.7% | Reduced |
| Rede Wealth, LLC | 3,144 | $280.7K | 0.13% | −287−8.4% | Reduced |
| Princeton Global Asset Management LLC | 3,151 | $281.3K | 0.08% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,151 | $281.3K | 0.20% | −2,128−40.3% | Reduced |
| Baker Avenue Asset Management, LP | 3,153 | $281.5K | 0.01% | +1,010+47.1% | Added |
| Foster Victor Wealth Advisors, LLC | 3,137 | $281.6K | 0.03% | +139+4.6% | Added |
| Tennessee Valley Asset Management Partners | 3,155 | $281.7K | 0.09% | −300−8.7% | Reduced |
| Van Leeuwen & Company, LLC | 3,116 | $282.0K | 0.18% | −97−3.0% | Reduced |
| Merriman Wealth Management, LLC | 3,164 | $282.5K | 0.01% | +597+23.3% | Added |
| Zions Bancorporation, N.A. | 3,165 | $282.6K | 0.02% | +455+16.8% | Added |
| Convergence Investment Partners, LLC | 3,168 | $283.0K | 0.16% | −128−3.9% | Reduced |
| Linscomb & Williams, Inc. | 3,171 | $283.1K | 0.02% | −1,079−25.4% | Reduced |
| Accel Wealth Management | 3,176 | $283.5K | 0.16% | +121+4.0% | Added |
| Deseret Mutual Benefit Administrators | 3,179 | $283.8K | 0.11% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,186 | $284.4K | 0.30% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,192 | $285.0K | 0.03% | −36−1.1% | Reduced |
| Capstone Financial Advisors, Inc. | 3,202 | $285.9K | 0.02% | −18−0.6% | Reduced |
| Capital Performance Advisors LLP | 3,202 | $285.9K | 0.14% | +107+3.5% | Added |
| Insight Advisors, LLC | 3,205 | $286.1K | 0.06% | −262−7.6% | Reduced |
| WealthShield Partners, LLC | 3,205 | $286.1K | 0.04% | +97+3.1% | Added |
| CNB Bank | 3,211 | $286.7K | 0.17% | 00.0% | Unchanged |
| Saturna Capital CORP | 3,215 | $287.0K | 0.00% | −385−10.7% | Reduced |
| Well Done, LLC | 3,227 | $288.1K | 0.06% | −361−10.1% | Reduced |
| Advisory Resource Group | 3,229 | $288.3K | 0.08% | 00.0% | Unchanged |
| Unison Asset Management LLC | 3,235 | $288.8K | 0.19% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3,237 | $289.0K | 0.07% | −229−6.6% | Reduced |
| EMC Capital Management | 2,188 | $289.0K | 0.59% | +1,688+337.6% | Added |
| Seneca Financial Advisors LLC | 3,239 | $289.1K | 0.19% | +54+1.7% | Added |
| Hill Investment Group Partners, LLC | 3,245 | $289.7K | 0.05% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,258 | $290.9K | 0.07% | −263−7.5% | Reduced |
| New England Capital Financial Advisors LLC | 3,259 | $291.0K | 0.19% | +112+3.6% | Added |
| Ategra Capital Management, LLC | 3,260 | $291.1K | 0.16% | −282−8.0% | Reduced |
| Horizon Family Wealth, Inc. | 3,265 | $291.5K | 0.28% | +226+7.4% | Added |
| One + One Wealth Management, LLC | 3,269 | $291.9K | 0.19% | +3,269 | New |
| Cutter & CO Brokerage, Inc. | 3,271 | $292.0K | 0.09% | −274−7.7% | Reduced |
| McLean Asset Management Corp | 3,275 | $292.4K | 0.11% | −195−5.6% | Reduced |
| SFMG, LLC | 3,275 | $292.4K | 0.03% | +1,031+45.9% | Added |
| Wedgewood Partners Inc | 3,300 | $294.0K | 0.05% | +250+8.2% | Added |
| Echo Street Capital Management LLC | 3,299 | $294.5K | 0.00% | +3,299 | New |
| Vivaldi Capital Management, LLC | 3,300 | $294.6K | 0.09% | +66+2.0% | Added |
| Capital City Trust Co | 3,304 | $295.0K | 0.09% | −75−2.2% | Reduced |
| Raub Brock Capital Management LP | 3,308 | $295.4K | 0.06% | +3,308 | New |
| Epic Trust Investment Advisors, LLC | 3,320 | $296.4K | 0.42% | −1,123−25.3% | Reduced |
| Alesco Advisors LLC | 3,323 | $296.7K | 0.01% | −312−8.6% | Reduced |
| Truvestments Capital LLC | 3,326 | $297.0K | 0.15% | −44−1.3% | Reduced |