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; 2,948 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 | 2,948 | $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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 4,372 | $390.3K | 0.19% | −230−5.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 4,374 | $390.5K | 0.34% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 4,392 | $392.1K | 0.26% | −127−2.8% | Reduced |
| Park Place Capital Corp | 4,418 | $394.4K | 0.11% | −4,380−49.8% | Reduced |
| waypoint wealth counsel | 4,421 | $394.7K | 0.35% | −1,173−21.0% | Reduced |
| Signet Investment Advisory Group, Inc. | 4,425 | $395.0K | 0.26% | −2,233−33.5% | Reduced |
| Wealth Architects, LLC | 4,435 | $396.0K | 0.07% | −153−3.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,435 | $396.0K | 0.00% | −20−0.4% | Reduced |
| Beck Mack & Oliver LLC | 4,437 | $396.1K | 0.01% | −408−8.4% | Reduced |
| 3Chopt Investment Partners, LLC | 4,437 | $396.1K | 0.20% | −446−9.1% | Reduced |
| Elevated Capital Advisors, LLC | 4,442 | $396.6K | 0.13% | +487+12.3% | Added |
| Foster & Motley Inc | 4,442 | $397.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,451 | $397.1K | 0.09% | −67−1.5% | Reduced |
| Ironwood Financial, llc | 4,451 | $397.4K | 0.10% | −79−1.7% | Reduced |
| FinTrust Capital Advisors, LLC | 4,578 | $397.7K | 0.10% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,609 | $397.8K | 0.07% | +372+8.8% | Added |
| Gateway Wealth Partners, LLC | 4,471 | $399.1K | 0.07% | +872+24.2% | Added |
| WealthPLAN Partners, LLC | 4,476 | $399.6K | 0.06% | −785−14.9% | Reduced |
| Connecticut Wealth Management, LLC | 4,482 | $400.2K | 0.03% | +1,051+30.6% | Added |
| Phraction Management LLC | 4,484 | $400.3K | 0.20% | −11,643−72.2% | Reduced |
| Manchester Financial Inc | 4,499 | $401.6K | 0.11% | −410−8.4% | Reduced |
| Hall Kathryn A. | 4,504 | $402.1K | 0.13% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,522 | $403.8K | 0.12% | +1,795+65.8% | Added |
| Kingfisher Capital LLC | 4,525 | $404.0K | 0.11% | −12−0.3% | Reduced |
| Kathmere Capital Management, LLC | 4,526 | $404.1K | 0.06% | +2,137+89.5% | Added |
| Palisade Asset Management, LLC | 4,529 | $404.3K | 0.05% | +280+6.6% | Added |
| MPS Loria Financial Planners, LLC | 4,537 | $405.1K | 0.15% | +9+0.2% | Added |
| Redmont Wealth Advisors LLC | 4,546 | $405.9K | 0.70% | −2,949−39.3% | Reduced |
| Sendero Wealth Management, LLC | 4,560 | $407.1K | 0.09% | +1,044+29.7% | Added |
| Farther Finance Advisors, LLC | 4,567 | $407.8K | 0.09% | −1,052−18.7% | Reduced |
| Canvas Wealth Advisors, LLC | 4,722 | $408.9K | 0.15% | −1,454−23.5% | Reduced |
| LifePro Asset Management | 4,582 | $409.1K | 0.32% | +4,582 | New |
| Burt Wealth Advisors | 4,601 | $410.8K | 0.12% | −200−4.2% | Reduced |
| E&G Advisors, LP | 4,602 | $410.9K | 0.14% | −10−0.2% | Reduced |
| Jarislowsky, Fraser Ltd | 4,605 | $411.1K | 0.00% | −855−15.7% | Reduced |
| Community Bank of Raymore | 4,612 | $411.8K | 0.18% | −1,245−21.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,625 | $413.0K | 0.02% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,627 | $413.1K | 0.11% | −268−5.5% | Reduced |
| LifeSteps Financial, Inc. | 4,629 | $413.3K | 0.41% | 00.0% | Unchanged |
| Pecaut & Co. | 4,636 | $413.9K | 0.17% | −25−0.5% | Reduced |
| F/M Investments LLC | 4,418 | $414.3K | 0.31% | −359−7.5% | Reduced |
| Evanson Asset Management, LLC | 4,647 | $414.9K | 0.04% | +627+15.6% | Added |
| TRUE Private Wealth Advisors | 4,651 | $415.2K | 0.06% | −876−15.8% | Reduced |
| Wealth Management Partners, LLC | 4,655 | $415.6K | 0.26% | −1,124−19.4% | Reduced |
| AlphaQ Advisors LLC | 4,660 | $416.0K | 0.31% | +141+3.1% | Added |
| Little House Capital LLC | 4,674 | $417.3K | 0.18% | −54−1.1% | Reduced |
| Oxinas Partners Wealth Management LLC | 4,682 | $418.0K | 0.27% | +33+0.7% | Added |
| Hall Capital Management Co Inc | 4,690 | $418.7K | 0.24% | −569−10.8% | Reduced |
| Fca Corp | 4,690 | $418.8K | 0.16% | −2,844−37.7% | Reduced |
| Wealth Effects LLC | 4,712 | $420.6K | 0.19% | −255−5.1% | Reduced |
| Crewe Advisors LLC | 4,723 | $421.7K | 0.06% | −872−15.6% | Reduced |
| L2 Asset Management, LLC | 4,728 | $422.1K | 0.21% | +387+8.9% | Added |
| First Affirmative Financial Network | 4,729 | $422.2K | 0.42% | +844+21.7% | Added |
| Systematic Alpha Investments, LLC | 4,731 | $422.4K | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 4,731 | $422.4K | 0.00% | +4,731 | New |
| First Personal Financial Services | 4,735 | $422.7K | 0.11% | −50−1.0% | Reduced |
| Mizuho Securities Co. Ltd. | 4,740 | $423.2K | 0.95% | −11,410−70.7% | Reduced |
| Heron Bay Capital Management | 4,750 | $424.1K | 0.12% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 4,756 | $424.6K | 0.16% | −912−16.1% | Reduced |
| Horan Capital Advisors, LLC. | 4,762 | $425.2K | 0.17% | −19,658−80.5% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,794 | $428.0K | 0.31% | −11−0.2% | Reduced |
| RiverFront Investment Group, LLC | 4,800 | $428.5K | 0.01% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 4,804 | $428.9K | 0.29% | +201+4.4% | Added |
| Connors Investor Services Inc | 4,807 | $429.0K | 0.05% | −114,843−96.0% | Reduced |
| Sigma Investment Counselors Inc | 4,813 | $429.7K | 0.03% | −543−10.1% | Reduced |
| Chelsea Counsel Co | 4,817 | $430.1K | 0.21% | +825+20.7% | Added |
| Kades & Cheifetz LLC | 4,828 | $431.1K | 0.33% | −8−0.2% | Reduced |
| South Street Advisors LLC | 4,832 | $431.4K | 0.09% | +22+0.5% | Added |
| Sloy Dahl & Holst, LLC | 4,837 | $431.8K | 0.08% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4,847 | $432.7K | 0.05% | −49−1.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,861 | $433.0K | 0.01% | +2,731+128.2% | Added |
| Copperwynd Financial, LLC | 4,858 | $433.7K | 0.20% | +419+9.4% | Added |
| Viewpoint Capital Management LLC | 4,859 | $433.8K | 0.34% | −1,300−21.1% | Reduced |
| Farmers Trust Co | 4,861 | $434.0K | 0.09% | +811+20.0% | Added |
| Schrum Private Wealth Management LLC | 4,871 | $434.9K | 0.47% | +10+0.2% | Added |
| Waypoint Capital Advisors, LLC | 4,877 | $435.4K | 0.14% | +18+0.4% | Added |
| Carolinas Wealth Consulting LLC | 11,582 | $435.8K | 0.09% | +406+3.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,885 | $436.1K | 0.20% | +225+4.8% | Added |
| RFP Financial Group LLC | 4,894 | $436.9K | 0.18% | +4,416+923.8% | Added |
| Alta Advisers Ltd | 4,900 | $437.5K | 0.25% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,927 | $439.9K | 0.09% | −12−0.2% | Reduced |
| Atlas Private Wealth Advisors | 4,934 | $440.5K | 0.09% | +2,917+144.6% | Added |
| Safeguard Investment Advisory Group, LLC | 4,938 | $440.9K | 0.19% | +271+5.8% | Added |
| Arthur M. Cohen & Associates, LLC | 4,942 | $441.2K | 0.11% | −2,300−31.8% | Reduced |
| Grace & White Inc | 4,950 | $441.9K | 0.08% | +4,950 | New |
| Venturi Wealth Management, LLC | 4,958 | $442.7K | 0.04% | +657+15.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 4,962 | $443.0K | 0.31% | −375−7.0% | Reduced |
| Northside Capital Management, LLC | 4,973 | $444.0K | 0.15% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 4,984 | $445.0K | 0.03% | +4,984 | New |
| 1620 Investment Advisors, Inc. | 4,984 | $445.0K | 0.50% | +89+1.8% | Added |
| Per Stirling Capital Management, LLC. | 4,995 | $445.9K | 0.09% | −35−0.7% | Reduced |
| Davis Investment Partners, LLC | 5,170 | $446.3K | 0.21% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 5,013 | $447.5K | 0.13% | −76−1.5% | Reduced |
| Pittenger & Anderson Inc | 5,030 | $449.1K | 0.02% | −1,403−21.8% | Reduced |
| Presilium Private Wealth, LLC | 5,049 | $450.8K | 0.15% | −50−1.0% | Reduced |
| Mirador Capital Partners LP | 5,053 | $451.1K | 0.11% | −585−10.4% | Reduced |
| Hutchinson Capital Management | 5,054 | $451.2K | 0.11% | +1,047+26.1% | Added |
| Meritas Wealth Management, LLC | 5,060 | $451.8K | 0.34% | +50+1.0% | Added |
| Armstrong Advisory Group, Inc | 5,061 | $451.8K | 0.05% | −333−6.2% | Reduced |
| Paragon Private Wealth Management, LLC | 5,066 | $452.3K | 0.36% | −315−5.9% | Reduced |