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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Clough Capital Partners L P | 40,300 | $3.60M | 0.36% | −16,100−28.5% | Reduced |
| South State Corp. | 40,283 | $3.60M | 0.32% | −2,932−6.8% | Reduced |
| Legacy Advisors, LLC | 40,219 | $3.59M | 0.53% | −774−1.9% | Reduced |
| Arrow Financial Corp | 40,173 | $3.59M | 0.43% | −31−0.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 40,008 | $3.57M | 1.48% | +433+1.1% | Added |
| Yarbrough Capital, LLC | 40,000 | $3.57M | 0.20% | −7,781−16.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 39,954 | $3.57M | 1.53% | +430+1.1% | Added |
| Covington Investment Advisors Inc. | 39,953 | $3.56M | 0.71% | −147−0.4% | Reduced |
| Coronation Fund Managers Ltd. | 39,807 | $3.55M | 0.10% | +3,982+11.1% | Added |
| Financial Avengers, Inc. | 39,692 | $3.54M | 2.34% | +2,482+6.7% | Added |
| Boston Research & Management Inc | 39,530 | $3.53M | 1.00% | +1,979+5.3% | Added |
| Allworth Financial LP | 39,510 | $3.53M | 0.03% | −1,206−3.0% | Reduced |
| Harbor Advisors LLC | 39,496 | $3.53M | 0.75% | −5,824−12.9% | Reduced |
| Sepio Capital, LP | 39,498 | $3.53M | 0.29% | +2,402+6.5% | Added |
| Univest Financial Corp | 39,309 | $3.51M | 1.06% | +1,993+5.3% | Added |
| HM Payson & Co | 39,308 | $3.51M | 0.08% | −3,990−9.2% | Reduced |
| Telemus Capital, LLC | 39,271 | $3.51M | 0.30% | −5,904−13.1% | Reduced |
| Connable Office Inc | 39,135 | $3.49M | 0.48% | +5,090+15.0% | Added |
| V2 Financial group LLC | 39,115 | $3.49M | 2.51% | −296−0.8% | Reduced |
| Rothschild Investment Corp | 39,033 | $3.48M | 0.29% | +1,914+5.2% | Added |
| Keel Point, LLC | 38,947 | $3.48M | 0.46% | −2,273−5.5% | Reduced |
| Private Asset Management Inc | 38,789 | $3.46M | 0.67% | −16,949−30.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38,838 | $3.46M | 0.22% | +65+0.2% | Added |
| NJ State Employees Deferred Compensation Plan | 38,700 | $3.46M | 0.50% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 38,688 | $3.45M | 1.00% | −623−1.6% | Reduced |
| Quantinno Capital Management LP | 38,667 | $3.45M | 0.20% | −4,102−9.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 38,654 | $3.45M | 0.21% | −6,347−14.1% | Reduced |
| Robinson Value Management, Ltd. | 38,579 | $3.44M | 2.49% | +614+1.6% | Added |
| MUFG Securities EMEA plc | 38,132 | $3.40M | 0.08% | +6,461+20.4% | Added |
| Middleton & Co Inc | 38,034 | $3.40M | 0.45% | +11,935+45.7% | Added |
| Aigen Investment Management, LP | 37,909 | $3.38M | 0.50% | +37,909 | New |
| Poehling Capital Management, LLC | 37,907 | $3.38M | 1.14% | −2,793−6.9% | Reduced |
| Terry L. Blaker | 37,810 | $3.38M | 0.29% | −488−1.3% | Reduced |
| Boston Family Office LLC | 37,780 | $3.37M | 0.26% | +1,588+4.4% | Added |
| Stoneridge Investment Partners LLC | 37,612 | $3.36M | 1.46% | +19,497+107.6% | Added |
| We Are One Seven, LLC | 37,447 | $3.34M | 0.31% | −2,323−5.8% | Reduced |
| Diligent Investors, LLC | 37,344 | $3.33M | 0.99% | −393−1.0% | Reduced |
| First Hawaiian Bank | 37,329 | $3.33M | 0.11% | −847−2.2% | Reduced |
| Asset Advisors Investment Management, LLC | 37,174 | $3.32M | 0.42% | −2,995−7.5% | Reduced |
| Texas Yale Capital Corp. | 36,898 | $3.29M | 0.15% | −3,540−8.8% | Reduced |
| Lincluden Management Ltd | 36,723 | $3.28M | 0.38% | +36+0.1% | Added |
| Jeppson Wealth Management, LLC | 36,700 | $3.28M | 1.43% | −3,204−8.0% | Reduced |
| Gotham Asset Management, LLC | 36,659 | $3.27M | 0.07% | −5,242−12.5% | Reduced |
| Allen Investment Management LLC | 36,634 | $3.27M | 0.05% | −107−0.3% | Reduced |
| Roundview Capital LLC | 36,587 | $3.27M | 0.32% | −24,944−40.5% | Reduced |
| Insigneo Advisory Services, LLC | 36,533 | $3.26M | 0.63% | +17,680+93.8% | Added |
| Schnieders Capital Management LLC | 36,476 | $3.26M | 0.68% | −6,521−15.2% | Reduced |
| Check Capital Management Inc | 36,469 | $3.26M | 0.27% | −1,589−4.2% | Reduced |
| Dillon & Associates Inc | 36,517 | $3.25M | 0.60% | −1,759−4.6% | Reduced |
| Americana Partners, LLC | 36,373 | $3.25M | 0.42% | −18,428−33.6% | Reduced |
| Sequoia Financial Advisors, LLC | 36,320 | $3.24M | 0.06% | +2,635+7.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 36,254 | $3.24M | 0.87% | −1,014−2.7% | Reduced |
| Cullinan Associates Inc | 36,251 | $3.24M | 0.18% | −30,400−45.6% | Reduced |
| Nilsine Partners, LLC | 36,183 | $3.23M | 0.47% | +496+1.4% | Added |
| Meiji Yasuda Life Insurance Co | 36,132 | $3.23M | 0.08% | +30+0.1% | Added |
| Centaurus Financial, Inc. | 36,075 | $3.22M | 0.28% | +140.0% | Added |
| NWF Advisory Services Inc. | 35,991 | $3.21M | 0.74% | 00.0% | Unchanged |
| Ami Investment Management Inc | 35,926 | $3.21M | 1.42% | −237−0.7% | Reduced |
| Alpha Cubed Investments, LLC | 35,892 | $3.20M | 0.22% | −176,300−83.1% | Reduced |
| Cullen Capital Management LLC | 35,824 | $3.20M | 0.03% | −402−1.1% | Reduced |
| Asset Management Group, Inc. | 35,814 | $3.20M | 0.68% | +2,060+6.1% | Added |
| Apollon Wealth Management, LLC | 35,762 | $3.19M | 0.15% | +2,780+8.4% | Added |
| Atlantic Union Bankshares Corp | 35,759 | $3.19M | 0.32% | −15,322−30.0% | Reduced |
| International Assets Investment Management, LLC | 35,683 | $3.19M | 0.43% | +1,123+3.2% | Added |
| First Interstate Bank | 35,621 | $3.18M | 0.26% | −174−0.5% | Reduced |
| Whalerock Point Partners, LLC | 35,572 | $3.18M | 1.08% | −365−1.0% | Reduced |
| Rossmore Private Capital | 35,570 | $3.18M | 0.47% | −147−0.4% | Reduced |
| Red Door Wealth Management, LLC | 35,460 | $3.17M | 0.70% | +1,902+5.7% | Added |
| Arkadios Wealth Advisors | 35,439 | $3.16M | 0.37% | −1,278−3.5% | Reduced |
| Bogart Wealth, LLC | 35,314 | $3.15M | 0.20% | +841+2.4% | Added |
| Roanoke Asset Management Corp | 35,288 | $3.15M | 1.25% | +30+0.1% | Added |
| Bristlecone Advisors, LLC | 35,098 | $3.13M | 0.31% | −1,047−2.9% | Reduced |
| Taconic Capital Advisors LP | 35,000 | $3.12M | 0.19% | −20,000−36.4% | Reduced |
| Moody National Bank Trust Division | 34,970 | $3.12M | 0.21% | +120.0% | Added |
| Lynch & Associates | 34,931 | $3.12M | 0.80% | −1,731−4.7% | Reduced |
| Guardian Capital LP | 34,896 | $3.12M | 0.10% | +2,200+6.7% | Added |
| Kames Capital plc | 34,844 | $3.11M | 0.05% | −565,219−94.2% | Reduced |
| Hall Laurie J Trustee | 34,820 | $3.11M | 1.23% | −275−0.8% | Reduced |
| RB Capital Management, LLC | 34,733 | $3.10M | 0.96% | +124+0.4% | Added |
| Epoch Investment Partners, Inc. | 34,571 | $3.09M | 0.02% | −2,510−6.8% | Reduced |
| Independent Financial Group, LLC | 34,532 | $3.08M | 0.21% | −1,539−4.3% | Reduced |
| Boyar Asset Management Inc. | 34,522 | $3.08M | 2.28% | −263−0.8% | Reduced |
| St Germain D J Co Inc | 34,455 | $3.08M | 0.16% | +34,455 | New |
| Canandaigua National Bank & Trust Co | 34,260 | $3.06M | 0.50% | −308−0.9% | Reduced |
| Perkins Coie Trust Co | 34,255 | $3.06M | 0.87% | −918−2.6% | Reduced |
| Greenleaf Trust | 34,199 | $3.05M | 0.03% | −6,503−16.0% | Reduced |
| Thematics Asset Management | 34,195 | $3.05M | 0.15% | −5,929−14.8% | Reduced |
| White Pine Investment CO | 34,171 | $3.05M | 1.05% | −349−1.0% | Reduced |
| Hedeker Wealth, LLC | 34,169 | $3.05M | 1.02% | −1,550−4.3% | Reduced |
| Meridian Wealth Management, LLC | 34,055 | $3.04M | 0.26% | −2,904−7.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 34,014 | $3.04M | 0.14% | −753−2.2% | Reduced |
| Asset Dedication, LLC | 33,901 | $3.03M | 0.26% | −457−1.3% | Reduced |
| Kirr Marbach & Co LLC | 33,709 | $3.01M | 0.83% | +345+1.0% | Added |
| Bender Robert & Associates | 33,653 | $3.00M | 0.83% | −415−1.2% | Reduced |
| MainStreet Investment Advisors LLC | 33,552 | $3.00M | 0.33% | −791−2.3% | Reduced |
| Ravenstone Capital Management Inc. | 33,500 | $2.99M | 2.35% | −37−0.1% | Reduced |
| Foundations Investment Advisors, LLC | 33,445 | $2.99M | 0.10% | +13,004+63.6% | Added |
| Van Hulzen Asset Management, LLC | 33,306 | $2.97M | 0.25% | +23,887+253.6% | Added |
| Mill Creek Capital Advisors, LLC | 33,298 | $2.97M | 0.10% | −2,796−7.7% | Reduced |
| Gardner Lewis Asset Management L P | 33,298 | $2.97M | 1.09% | 00.0% | Unchanged |