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 |
|---|---|---|---|---|---|
| S.E.E.D. Planning Group LLC | 5,083 | $453.8K | 0.16% | −846−14.3% | Reduced |
| Kesler, Norman & Wride, LLC | 5,086 | $454.1K | 0.11% | −299−5.6% | Reduced |
| Ellis Investment Partners, LLC | 5,097 | $455.0K | 0.11% | +25+0.5% | Added |
| United Community Bank | 5,100 | $455.3K | 0.40% | +3,530+224.8% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,108 | $456.0K | 0.14% | 00.0% | Unchanged |
| Petix & Botte Co | 5,110 | $456.2K | 0.14% | +2,555+100.0% | Added |
| Caldwell Sutter Capital, Inc. | 5,115 | $456.7K | 0.24% | +3,745+273.4% | Added |
| Hendley & Co Inc | 5,140 | $459.0K | 0.19% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 5,145 | $459.3K | 0.16% | +5,145 | New |
| Saranac Partners Ltd | 5,165 | $461.1K | 0.25% | +839+19.4% | Added |
| Parkside Financial Bank & Trust | 5,174 | $461.9K | 0.11% | −187−3.5% | Reduced |
| Fishman Jay A Ltd | 5,175 | $462.0K | 0.06% | −17,805−77.5% | Reduced |
| TCI Wealth Advisors, Inc. | 5,192 | $463.5K | 0.06% | +13+0.3% | Added |
| Monetary Management Group Inc | 5,200 | $464.3K | 0.14% | 00.0% | Unchanged |
| 626 Financial, LLC | 5,218 | $465.8K | 0.30% | −2,387−31.4% | Reduced |
| High Net Worth Advisory Group LLC | 5,218 | $465.9K | 0.18% | +455+9.6% | Added |
| Ellevest, Inc. | 5,227 | $466.7K | 0.04% | −1,507−22.4% | Reduced |
| Probity Advisors, Inc. | 5,233 | $467.2K | 0.10% | +5,233 | New |
| Maple Capital Management, Inc. | 5,234 | $467.3K | 0.05% | −68−1.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,248 | $468.5K | 0.09% | −56−1.1% | Reduced |
| Security Financial Services, INC. | 5,251 | $468.8K | 0.13% | +317+6.4% | Added |
| Financial Advisory Corp | 5,264 | $470.0K | 0.21% | +165+3.2% | Added |
| Aire Advisors, LLC | 5,295 | $472.7K | 0.12% | +109+2.1% | Added |
| Prossimo Advisors, LLC | 5,298 | $473.0K | 0.46% | +5,298 | New |
| United Bank | 5,303 | $473.5K | 0.06% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 5,322 | $475.1K | 0.34% | +222+4.4% | Added |
| Plancorp, LLC | 5,333 | $476.2K | 0.03% | −93−1.7% | Reduced |
| Roman Butler Fullerton & Co | 5,471 | $476.2K | 0.22% | −302−5.2% | Reduced |
| Avestar Capital, LLC | 5,342 | $476.9K | 0.08% | +413+8.4% | Added |
| Beacon Financial Advisory LLC | 5,353 | $477.9K | 0.27% | +815+18.0% | Added |
| Blueshift Asset Management, LLC | 5,357 | $478.3K | 0.18% | −2,912−35.2% | Reduced |
| Neumann Capital Management, LLC | 5,364 | $478.9K | 0.20% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 5,371 | $479.6K | 0.06% | +58+1.1% | Added |
| Prentice Wealth Management LLC | 5,372 | $479.6K | 0.22% | +1,192+28.5% | Added |
| Ergoteles LLC | 5,373 | $479.7K | 0.02% | −3,421−38.9% | Reduced |
| Argent Capital Management LLC | 5,380 | $480.3K | 0.02% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 5,380 | $480.4K | 0.16% | −988−15.5% | Reduced |
| Twelve Points Wealth Management LLC | 5,387 | $481.0K | 0.26% | +165+3.2% | Added |
| PSI Advisors, LLC | 5,398 | $481.9K | 0.21% | +417+8.4% | Added |
| Platte River Wealth Advisors, LLC | 5,398 | $481.9K | 0.17% | +1,825+51.1% | Added |
| Hemington Wealth Management | 5,407 | $482.0K | 0.20% | −1,105−17.0% | Reduced |
| Castle Rock Wealth Management, LLC | 5,390 | $483.1K | 0.17% | +76+1.4% | Added |
| Advisor OS, LLC | 5,416 | $483.5K | 0.08% | +3,390+167.3% | Added |
| LVZ Advisors, Inc. | 5,438 | $485.5K | 0.07% | +5,438 | New |
| Allstate Corp | 5,462 | $487.6K | 0.03% | −770−12.4% | Reduced |
| KRS Capital Management, LLC | 5,466 | $488.0K | 0.49% | −535−8.9% | Reduced |
| GFG Capital, LLC | 5,515 | $492.4K | 0.09% | +111+2.1% | Added |
| Manchester Capital Management LLC | 5,522 | $493.0K | 0.07% | −6,569−54.3% | Reduced |
| AlphaCore Capital LLC | 5,525 | $493.3K | 0.08% | −2,119−27.7% | Reduced |
| Morton Capital Management LLC | 5,535 | $494.2K | 0.17% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 5,549 | $495.5K | 0.09% | +876+18.7% | Added |
| Addison Advisors LLC | 5,554 | $495.9K | 0.24% | −327−5.6% | Reduced |
| Silver Oak Securities, Inc | 5,560 | $496.0K | 0.08% | +53+1.0% | Added |
| Visionary Wealth Advisors | 5,565 | $496.9K | 0.04% | −164−2.9% | Reduced |
| Coastline Trust Co | 5,566 | $496.9K | 0.07% | −4,162−42.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,566 | $496.9K | 0.18% | +795+16.7% | Added |
| Pinnacle Bancorp, Inc. | 5,580 | $498.2K | 0.17% | +178+3.3% | Added |
| DF Dent & Co Inc | 5,584 | $498.5K | 0.01% | −5−0.1% | Reduced |
| Old North State Trust, LLC | 5,598 | $500.0K | 0.37% | −288−4.9% | Reduced |
| LSV Asset Management | 5,600 | $500.0K | 0.00% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,574 | $500.5K | 0.09% | +177+3.3% | Added |
| Waterfront Wealth Inc. | 5,833 | $501.9K | 0.15% | −125−2.1% | Reduced |
| Gyroscope Capital Management Group, LLC | 5,654 | $504.8K | 0.12% | −1,300−18.7% | Reduced |
| Hedges Asset Management LLC | 5,660 | $505.3K | 0.43% | 00.0% | Unchanged |
| Mark Stevens | 5,665 | $505.8K | 0.07% | +75+1.3% | Added |
| Carson Advisory Inc. | 5,668 | $506.0K | 0.43% | +170+3.1% | Added |
| Guardian Wealth Advisors, LLC | 5,671 | $506.3K | 0.09% | +820+16.9% | Added |
| Bluesphere Advisors, LLC | 5,687 | $507.7K | 0.35% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 5,701 | $509.0K | 0.11% | −347−5.7% | Reduced |
| Reitz Capital Advisors LLC | 5,707 | $509.5K | 0.47% | −958−14.4% | Reduced |
| Bridgeworth, LLC | 5,707 | $509.5K | 0.06% | −1,191−17.3% | Reduced |
| Trustmark National Bank Trust Department | 5,719 | $510.6K | 0.05% | −175−3.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 5,729 | $511.5K | 0.32% | −859−13.0% | Reduced |
| Athena Investment Management | 5,739 | $512.4K | 0.35% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5,740 | $512.5K | 0.23% | +5,740 | New |
| Crescent Sterling, Ltd. | 5,741 | $512.5K | 0.49% | −273−4.5% | Reduced |
| Golden State Equity Partners | 5,753 | $513.6K | 0.14% | +5,753 | New |
| Intrua Financial, LLC | 5,757 | $514.0K | 0.09% | +723+14.4% | Added |
| Smallwood Wealth Investment Management, LLC | 5,776 | $515.7K | 0.46% | −12−0.2% | Reduced |
| FourThought Financial Partners, LLC | 5,785 | $516.5K | 0.07% | −195−3.3% | Reduced |
| Curi Capital | 5,786 | $516.5K | 0.07% | −225−3.7% | Reduced |
| Financial Perspectives, Inc | 5,787 | $516.7K | 0.23% | −80−1.4% | Reduced |
| Tran Capital Management, L.P. | 5,787 | $516.7K | 0.06% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 5,795 | $517.3K | 0.09% | −1,698−22.7% | Reduced |
| Wilkins Investment Counsel Inc | 5,800 | $518.0K | 0.14% | 00.0% | Unchanged |
| WP Advisors, LLC | 5,808 | $518.5K | 0.21% | +952+19.6% | Added |
| Global Financial Private Client, LLC | 5,736 | $519.1K | 0.26% | −27−0.5% | Reduced |
| Tiemann Investment Advisors, LLC | 5,830 | $520.5K | 0.27% | −107−1.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,838 | $521.0K | 0.16% | −1,520−20.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 5,843 | $521.7K | 0.38% | +2,060+54.5% | Added |
| Geller Advisors LLC | 5,845 | $521.8K | 0.07% | +2,401+69.7% | Added |
| Union Savings Bank | 5,876 | $522.3K | 0.31% | +5,876 | New |
| Equitable Trust Co | 5,858 | $523.0K | 0.04% | +38+0.7% | Added |
| Fortitude Advisory Group L.L.C. | 5,862 | $523.3K | 0.39% | −1,665−22.1% | Reduced |
| Kensington Investment Counsel, LLC | 5,865 | $523.6K | 0.33% | −861−12.8% | Reduced |
| Phocas Financial Corp. | 5,867 | $523.8K | 0.07% | −200−3.3% | Reduced |
| Blue Edge Capital, LLC | 5,884 | $525.3K | 0.11% | −209−3.4% | Reduced |
| Botty Investors LLC | 5,885 | $525.4K | 0.20% | −80−1.3% | Reduced |
| Altus Wealth Group LLC | 5,891 | $525.9K | 0.32% | −173−2.9% | Reduced |
| River Street Advisors LLC | 5,900 | $526.8K | 0.50% | −144−2.4% | Reduced |