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 |
|---|---|---|---|---|---|
| Windsor Group LTD | 3,332 | $297.0K | 0.05% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 3,332 | $297.0K | 0.05% | +80+2.5% | Added |
| Tyler-Stone Wealth Management | 3,327 | $297.0K | 0.17% | +3,327 | New |
| Hixon Zuercher, LLC | 3,327 | $297.0K | 0.15% | 00.0% | Unchanged |
| New World Advisors LLC | 3,329 | $297.2K | 0.10% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 3,329 | $297.3K | 0.11% | −33−1.0% | Reduced |
| Gray Wealth Management Inc. | 3,330 | $297.3K | 0.15% | −67−2.0% | Reduced |
| Westwood Holdings Group Inc. | 3,340 | $298.0K | 0.00% | +3,340 | New |
| Provence Wealth Management Group | 3,345 | $298.6K | 0.18% | −1,139−25.4% | Reduced |
| Fusion Capital, LLC | 3,350 | $299.1K | 0.17% | +2+0.1% | Added |
| Kooman & Associates | 3,350 | $299.1K | 0.15% | +35+1.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 3,352 | $299.3K | 0.31% | −7,006−67.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 3,357 | $299.7K | 0.15% | 00.0% | Unchanged |
| West Wealth Group, LLC | 3,364 | $300.3K | 0.13% | −98−2.8% | Reduced |
| Empire Financial Management Company, LLC | 3,370 | $300.9K | 0.12% | −10,106−75.0% | Reduced |
| Hartford Funds Management Co LLC | 3,371 | $300.9K | 0.03% | +473+16.3% | Added |
| Willow Creek Wealth Management Inc. | 3,386 | $302.4K | 0.04% | +236+7.5% | Added |
| Marathon Capital Management | 3,411 | $304.5K | 0.08% | +25+0.7% | Added |
| Ackerman Capital Advisors, LLC | 3,413 | $304.7K | 0.08% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 3,417 | $305.0K | 0.21% | +714+26.4% | Added |
| Conway Capital Management, Inc. | 3,417 | $305.1K | 0.21% | −1,900−35.7% | Reduced |
| First Bank & Trust | 3,425 | $305.8K | 0.08% | −103−2.9% | Reduced |
| Truadvice, LLC | 3,334 | $305.9K | 0.11% | −91−2.7% | Reduced |
| McAdam, LLC | 3,430 | $306.2K | 0.03% | +54+1.6% | Added |
| Kelman-Lazarov, Inc. | 3,438 | $306.9K | 0.07% | −176−4.9% | Reduced |
| Future Financial Wealth Managment LLC | 3,445 | $307.6K | 0.32% | +396+13.0% | Added |
| Cipher Capital LP | 3,447 | $307.7K | 0.05% | −17,411−83.5% | Reduced |
| Sharper & Granite LLC | 3,455 | $308.5K | 0.18% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,461 | $309.0K | 0.12% | +195+6.0% | Added |
| Doheny Asset Management | 3,473 | $310.0K | 0.27% | 00.0% | Unchanged |
| McRae Capital Management Inc | 3,475 | $310.2K | 0.09% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 3,476 | $310.3K | 0.05% | +8+0.2% | Added |
| L & S Advisors Inc | 3,480 | $310.7K | 0.04% | −21,824−86.2% | Reduced |
| Vigilare Wealth Management | 3,481 | $310.8K | 0.18% | −1,293−27.1% | Reduced |
| LVW Advisors, LLC | 3,484 | $311.0K | 0.06% | −518−12.9% | Reduced |
| Wealth Quarterback LLC | 3,490 | $311.6K | 0.22% | −852−19.6% | Reduced |
| RWM Asset Management, LLC | 3,576 | $311.8K | 0.06% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 3,492 | $311.8K | 0.12% | +3,492 | New |
| Capital Group Investment Management Pte. Ltd. | 3,497 | $312.2K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 3,504 | $312.8K | 0.05% | −351−9.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 3,510 | $313.0K | 0.30% | −680−16.2% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,498 | $314.0K | 0.12% | −1,206−25.6% | Reduced |
| Windsor Capital Management, LLC | 3,519 | $314.2K | 0.10% | −287−7.5% | Reduced |
| Broadleaf Partners, LLC | 3,520 | $314.3K | 0.10% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,525 | $314.7K | 0.00% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,531 | $315.2K | 0.08% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 3,541 | $316.1K | 0.97% | +3,541 | New |
| Intrepid Financial Planning Group LLC | 3,547 | $316.6K | 0.15% | −113−3.1% | Reduced |
| Sage Mountain Advisors LLC | 3,551 | $317.0K | 0.05% | −226−6.0% | Reduced |
| Coyle Financial Counsel LLC | 3,553 | $317.2K | 0.14% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,562 | $318.0K | 0.03% | −283−7.4% | Reduced |
| Prentiss Smith & Co Inc | 3,565 | $318.3K | 0.24% | 00.0% | Unchanged |
| Aufman Associates Inc | 3,568 | $318.5K | 0.26% | −541−13.2% | Reduced |
| Column Capital Advisors, LLC | 3,568 | $318.6K | 0.04% | +224+6.7% | Added |
| Brown, Lisle/Cummings, Inc. | 3,573 | $319.0K | 0.14% | +115+3.3% | Added |
| Wedge Capital Management L L P | 3,574 | $319.1K | 0.01% | −75−2.1% | Reduced |
| Wall Street Access Asset Management, LLC | 3,597 | $321.1K | 0.19% | +302+9.2% | Added |
| MBA Advisors LLC | 3,598 | $321.2K | 0.19% | +500+16.1% | Added |
| Long Run Wealth Advisors, LLC | 3,604 | $321.8K | 0.10% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 3,605 | $321.9K | 0.30% | −50−1.4% | Reduced |
| Opal Wealth Advisors, LLC | 3,612 | $322.5K | 0.16% | +3,612 | New |
| Crew Capital Management, Ltd. | 3,613 | $322.6K | 0.37% | 00.0% | Unchanged |
| First National Corp | 3,624 | $323.5K | 0.08% | +30+0.8% | Added |
| Sonata Capital Group Inc | 3,632 | $324.0K | 0.17% | −200−5.2% | Reduced |
| Osterweis Capital Management Inc | 3,630 | $324.1K | 0.02% | +1,020+39.1% | Added |
| Brandywine Oak Private Wealth LLC | 3,654 | $326.2K | 0.04% | −636−14.8% | Reduced |
| Affiance Financial, LLC | 3,655 | $326.4K | 0.16% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 3,658 | $326.6K | 0.08% | −109−2.9% | Reduced |
| Michael S. Ryan, Inc. | 3,618 | $327.4K | 0.30% | +3,618 | New |
| Quantamental Technologies LLC | 3,670 | $327.7K | 0.14% | +3,670 | New |
| Traynor Capital Management, Inc. | 3,683 | $328.9K | 0.04% | −13−0.4% | Reduced |
| EPG Wealth Management LLC | 3,686 | $329.1K | 0.10% | −601−14.0% | Reduced |
| Renasant Bank | 3,698 | $330.2K | 0.27% | −4,157−52.9% | Reduced |
| New Jersey Better Educational Savings Trust | 3,706 | $330.9K | 0.78% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 3,715 | $331.7K | 0.13% | +18+0.5% | Added |
| SBB Research Group LLC | 3,718 | $331.9K | 0.60% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 3,719 | $332.0K | 0.17% | −200−5.1% | Reduced |
| Itau Unibanco Holding S.A. | 3,719 | $332.0K | 0.02% | −24,341−86.7% | Reduced |
| CFO4Life Group, LLC | 3,741 | $334.0K | 0.07% | +386+11.5% | Added |
| Carmichael Hill & Associates, Inc. | 3,749 | $334.7K | 0.16% | +650+21.0% | Added |
| ArrowMark Colorado Holdings LLC | 3,751 | $334.9K | 0.00% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 3,765 | $336.0K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,773 | $336.9K | 0.06% | −376−9.1% | Reduced |
| Dentgroup LLC | 3,773 | $336.9K | 0.24% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3,774 | $336.9K | 0.11% | +295+8.5% | Added |
| BFSG, LLC | 3,773 | $337.0K | 0.06% | −140−3.6% | Reduced |
| Innovis Asset Management LLC | 3,780 | $337.5K | 0.12% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 3,782 | $337.7K | 0.14% | +3,782 | New |
| McClarren Financial Advisors, Inc. | 3,794 | $338.0K | 0.28% | +3+0.1% | Added |
| Sovereign Financial Group, Inc. | 3,825 | $341.5K | 0.11% | +518+15.7% | Added |
| Encompass Wealth Advisors, LLC | 3,830 | $342.0K | 0.11% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 3,831 | $342.0K | 0.04% | −112−2.8% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,839 | $342.7K | 0.06% | +1,220+46.6% | Added |
| MJP Associates Inc | 3,844 | $343.2K | 0.11% | −24−0.6% | Reduced |
| RBA Wealth Management, LLC | 3,845 | $343.3K | 0.16% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,846 | $343.3K | 0.08% | −804−17.3% | Reduced |
| Enterprise Financial Services Corp | 3,847 | $343.5K | 0.22% | −203−5.0% | Reduced |
| Guardian Investment Management | 3,850 | $343.7K | 0.30% | −832−17.8% | Reduced |
| Wambolt & Associates, LLC | 3,851 | $343.8K | 0.12% | −324−7.8% | Reduced |
| Money Concepts Capital Corp | 3,851 | $343.8K | 0.04% | −524−12.0% | Reduced |