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 |
|---|---|---|---|---|---|
| Private Ocean, LLC | 3,853 | $344.0K | 0.04% | +702+22.3% | Added |
| SNS Financial Group, LLC | 3,860 | $344.6K | 0.04% | −49−1.3% | Reduced |
| Parkside Advisors LLC | 3,869 | $345.4K | 0.11% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 3,873 | $345.8K | 0.33% | +155+4.2% | Added |
| Barrett & Company, Inc. | 3,884 | $346.7K | 0.20% | −50−1.3% | Reduced |
| Strait & Sound Wealth Management LLC | 3,898 | $348.0K | 0.34% | −706−15.3% | Reduced |
| My Personal CFO, LLC | 3,901 | $348.3K | 0.27% | −1,097−21.9% | Reduced |
| Fiera Capital Corp | 3,908 | $348.9K | 0.00% | −50−1.3% | Reduced |
| Marotta Asset Management | 3,924 | $350.3K | 0.08% | +3,924 | New |
| BCK Capital Management LP | 3,925 | $350.4K | 0.27% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 3,928 | $350.7K | 0.24% | +638+19.4% | Added |
| Segment Wealth Management, LLC | 3,935 | $351.3K | 0.04% | −35−0.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,936 | $351.4K | 0.05% | +966+32.5% | Added |
| Exchange Bank | 3,938 | $351.6K | 0.34% | +3,938 | New |
| Towercrest Capital Management | 3,939 | $351.6K | 0.07% | +224+6.0% | Added |
| Am Investment Strategies LLC | 3,940 | $352.0K | 0.11% | −3,000−43.2% | Reduced |
| Aveo Capital Partners, LLC | 3,952 | $352.8K | 0.04% | +116+3.0% | Added |
| Virginia Retirement Systems Et Al | 3,958 | $353.4K | 0.00% | −27,900−87.6% | Reduced |
| Laraway Financial Inc | 3,966 | $354.1K | 0.35% | −150−3.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,975 | $354.9K | 0.23% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 3,986 | $355.9K | 0.13% | −30,459−88.4% | Reduced |
| Garner Asset Management Corp | 3,989 | $356.0K | 0.21% | −237−5.6% | Reduced |
| Bridgewealth Advisory Group, LLC | 3,991 | $356.4K | 0.58% | −10.0% | Reduced |
| Atlantic Trust, LLC | 3,994 | $356.6K | 0.11% | +557+16.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 4,007 | $357.0K | 0.18% | −10,733−72.8% | Reduced |
| Corrigan Financial, Inc. | 4,000 | $357.2K | 0.11% | −207−4.9% | Reduced |
| Center for Financial Planning, Inc. | 4,005 | $357.6K | 0.08% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 4,010 | $358.0K | 0.24% | +272+7.3% | Added |
| Professional Advisory Services Inc | 4,005 | $358.0K | 0.05% | 00.0% | Unchanged |
| TFB Advisors LLC | 4,010 | $358.0K | 0.16% | +4,010 | New |
| Hoese & Co LLP | 4,018 | $358.7K | 0.34% | −80−2.0% | Reduced |
| Sensible Money, LLC | 4,025 | $359.4K | 0.26% | +588+17.1% | Added |
| Silvia McColl Wealth Management, LLC | 4,040 | $360.7K | 0.33% | +164+4.2% | Added |
| Klingman & Associates, LLC | 4,049 | $361.5K | 0.03% | −135−3.2% | Reduced |
| Pacific Center for Financial Services | 4,055 | $362.0K | 0.12% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 4,058 | $362.3K | 0.05% | −4−0.1% | Reduced |
| Gradient Capital Advisors, LLC | 4,060 | $362.4K | 0.15% | −53−1.3% | Reduced |
| Element Pointe Advisors, LLC | 4,060 | $362.5K | 0.12% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 4,067 | $363.1K | 0.08% | −747−15.5% | Reduced |
| Allegheny Financial Group LTD | 4,073 | $363.6K | 0.17% | −10−0.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 4,078 | $364.1K | 0.11% | −18,885−82.2% | Reduced |
| Northwest Bank & Trust Co | 4,079 | $364.1K | 0.35% | +4,079 | New |
| Jaffetilchin Investment Partners, LLC | 4,082 | $364.4K | 0.04% | −131−3.1% | Reduced |
| Waddell & Associates, LLC | 4,083 | $364.5K | 0.05% | −15−0.4% | Reduced |
| Thrive Wealth Management, LLC | 4,092 | $365.3K | 0.09% | +799+24.3% | Added |
| Aspen Investment Management Inc | 4,103 | $366.0K | 0.22% | −60−1.4% | Reduced |
| Somerset Trust Co | 4,105 | $366.5K | 0.16% | +338+9.0% | Added |
| Gemmer Asset Management LLC | 4,119 | $367.8K | 0.05% | +195+5.0% | Added |
| Reik & Co., LLC | 4,132 | $368.9K | 0.10% | −250−5.7% | Reduced |
| Wealth Management Associates, Inc. | 4,143 | $369.9K | 0.21% | −1,043−20.1% | Reduced |
| Fairview Capital Investment Management, LLC | 4,143 | $370.0K | 0.02% | −150−3.5% | Reduced |
| Angeles Investment Advisors, LLC | 4,144 | $370.0K | 0.03% | −67−1.6% | Reduced |
| Cable Hill Partners, LLC | 4,145 | $370.0K | 0.05% | −882−17.5% | Reduced |
| Aprio Wealth Management, LLC | 4,147 | $370.2K | 0.10% | −553−11.8% | Reduced |
| Interchange Capital Partners, LLC | 4,143 | $371.1K | 0.28% | −1,025−19.8% | Reduced |
| Paragon Capital Management Ltd | 4,162 | $371.6K | 0.08% | −332−7.4% | Reduced |
| Amica Retiree Medical Trust | 4,164 | $372.0K | 0.42% | −266−6.0% | Reduced |
| Wittenberg Investment Management, Inc. | 4,168 | $372.1K | 0.13% | −135−3.1% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 4,169 | $372.2K | 0.31% | +202+5.1% | Added |
| Congress Wealth Management LLC | 4,178 | $373.0K | 0.01% | −326−7.2% | Reduced |
| Orca Investment Management, LLC | 4,179 | $373.1K | 0.41% | −107−2.5% | Reduced |
| Monograph Wealth Advisors, LLC | 4,179 | $373.1K | 0.08% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,204 | $375.4K | 0.04% | −840−16.7% | Reduced |
| Baron Wealth Management LLC | 4,206 | $375.5K | 0.24% | −689−14.1% | Reduced |
| Brookfield Asset Management Inc. | 4,209 | $375.8K | 0.00% | −20,759−83.1% | Reduced |
| Pacific Sage Partners, LLC | 4,214 | $376.2K | 0.11% | −17−0.4% | Reduced |
| Bank Ozk | 4,219 | $376.7K | 0.18% | −6,823−61.8% | Reduced |
| Burton Enright Welch | 4,222 | $377.0K | 0.12% | −903−17.6% | Reduced |
| MQS Management LLC | 4,226 | $377.3K | 0.26% | +4,226 | New |
| Cannon Financial Strategists, Inc. | 4,232 | $377.8K | 0.10% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,195 | $379.6K | 0.09% | +12+0.3% | Added |
| Register Financial Advisors LLC | 4,254 | $379.8K | 0.27% | −270−6.0% | Reduced |
| First National Bank of Hutchinson | 4,255 | $379.9K | 0.28% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 4,258 | $380.2K | 0.12% | −602−12.4% | Reduced |
| Marks Group Wealth Management, Inc | 4,259 | $380.2K | 0.05% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,264 | $380.7K | 0.03% | +80+1.9% | Added |
| Cairn Investment Group, Inc. | 4,270 | $381.0K | 0.25% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 4,277 | $381.9K | 0.15% | +277+6.9% | Added |
| Wealthquest Corp | 4,284 | $382.5K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 4,284 | $382.5K | 0.10% | +330+8.3% | Added |
| ICA Group Wealth Management, LLC | 4,299 | $383.8K | 0.10% | −10,142−70.2% | Reduced |
| AM Squared Ltd | 4,300 | $383.9K | 0.44% | −300−6.5% | Reduced |
| B&D White Capital Company, LLC | 4,300 | $383.9K | 0.13% | +4,300 | New |
| Invesco, LLC | 4,315 | $385.2K | 0.19% | +4,315 | New |
| Guyasuta Investment Advisors Inc | 4,318 | $385.5K | 0.03% | −90−2.0% | Reduced |
| First National Bank | 4,327 | $386.3K | 0.32% | −50−1.1% | Reduced |
| Ignite Planners, LLC | 4,360 | $386.5K | 0.15% | −230−5.0% | Reduced |
| Mainsail Financial Group, LLC | 4,329 | $386.5K | 0.36% | −244−5.3% | Reduced |
| IFG Advisors, LLC | 4,329 | $386.5K | 0.14% | 00.0% | Unchanged |
| Cedrus LLC | 4,333 | $386.9K | 0.27% | −18−0.4% | Reduced |
| Industrial Alliance Investment Management Inc. | 4,340 | $387.0K | 0.20% | −68,640−94.1% | Reduced |
| Royal Fund Management, LLC | 4,336 | $387.1K | 0.05% | +193+4.7% | Added |
| Strategic Investment Advisors | 4,337 | $387.2K | 0.05% | +235+5.7% | Added |
| KCS Wealth Advisory | 4,338 | $387.3K | 0.13% | −35−0.8% | Reduced |
| SP Asset Management LLC | 4,340 | $387.5K | 0.04% | +244+6.0% | Added |
| CWS Financial Advisors, LLC | 4,341 | $387.6K | 0.15% | −145−3.2% | Reduced |
| Clean Yield Group | 4,349 | $388.3K | 0.16% | −345−7.3% | Reduced |
| ProVise Management Group, LLC | 4,350 | $388.4K | 0.04% | −1,856−29.9% | Reduced |
| Triumph Capital Management | 4,359 | $389.2K | 0.18% | +459+11.8% | Added |
| Second Half Financial Partners, LLC | 4,368 | $390.0K | 0.09% | +578+15.3% | Added |