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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 33,212 | $2.97M | 0.21% | −1,303−3.8% | Reduced |
| William Allan, LLC | 33,209 | $2.96M | 2.27% | −1,047−3.1% | Reduced |
| American Trust | 33,181 | $2.96M | 0.21% | −273−0.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 33,146 | $2.96M | 1.01% | −3,521−9.6% | Reduced |
| Varma Mutual Pension Insurance Co | 33,108 | $2.96M | 0.04% | −6,331−16.1% | Reduced |
| Baker Ellis Asset Management LLC | 33,008 | $2.95M | 0.50% | −1,479−4.3% | Reduced |
| Puzo Michael J | 32,848 | $2.93M | 0.93% | +448+1.4% | Added |
| Walter & Keenan Financial Consulting Co | 32,774 | $2.93M | 1.08% | −492−1.5% | Reduced |
| Wealthcare Advisory Partners LLC | 32,694 | $2.92M | 0.13% | −4,909−13.1% | Reduced |
| Krilogy Financial LLC | 32,645 | $2.91M | 0.26% | −6,736−17.1% | Reduced |
| Roberts Wealth Advisors, LLC | 32,613 | $2.91M | 1.28% | +1,939+6.3% | Added |
| Kavar Capital Partners Group, LLC | 32,574 | $2.91M | 0.62% | −2,953−8.3% | Reduced |
| Graypoint LLC | 32,450 | $2.90M | 0.29% | −7,307−18.4% | Reduced |
| Stonebridge Capital Management Inc | 32,440 | $2.90M | 1.35% | −1,055−3.1% | Reduced |
| Notis-McConarty Edward | 32,400 | $2.89M | 1.10% | +758+2.4% | Added |
| German American Bancorp, Inc. | 32,292 | $2.88M | 0.41% | +1,340+4.3% | Added |
| HBK Sorce Advisory LLC | 32,284 | $2.88M | 0.12% | −7,884−19.6% | Reduced |
| Sterneck Capital Management, LLC | 32,199 | $2.87M | 1.76% | +3,260+11.3% | Added |
| Permanens Capital L.P. | 32,130 | $2.87M | 0.66% | +32,130 | New |
| Patten & Patten Inc | 32,126 | $2.87M | 0.24% | −4,424−12.1% | Reduced |
| Heritage Trust Co | 32,039 | $2.86M | 0.42% | −45−0.1% | Reduced |
| Miracle Mile Advisors, LLC | 32,038 | $2.86M | 0.09% | +627+2.0% | Added |
| Desjardins Global Asset Management Inc. | 31,960 | $2.85M | 0.33% | −23,795−42.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 31,907 | $2.85M | 1.31% | +462+1.5% | Added |
| Mount Yale Investment Advisors, LLC | 31,833 | $2.84M | 0.30% | −4,973−13.5% | Reduced |
| SlateStone Wealth, LLC | 31,833 | $2.84M | 0.53% | +57+0.2% | Added |
| DoubleLine ETF Adviser LP | 31,814 | $2.84M | 1.05% | +31,814 | New |
| Woodline Partners LP | 31,751 | $2.83M | 0.03% | −108,643−77.4% | Reduced |
| Arlington Financial Advisors, LLC | 31,748 | $2.83M | 1.03% | +126+0.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 31,747 | $2.83M | 0.27% | +193+0.6% | Added |
| Violich Capital Management, Inc. | 31,707 | $2.83M | 0.46% | −5,500−14.8% | Reduced |
| K.J. Harrison & Partners Inc | 31,821 | $2.83M | 0.51% | −19,546−38.1% | Reduced |
| Cornercap Investment Counsel Inc | 31,661 | $2.83M | 0.49% | +31,661 | New |
| Keene & Associates, Inc. | 31,649 | $2.83M | 2.19% | +746+2.4% | Added |
| Jacobi Capital Management LLC | 31,615 | $2.82M | 0.32% | +2,786+9.7% | Added |
| Graybill Bartz & Assoc Ltd | 31,525 | $2.81M | 1.34% | −199−0.6% | Reduced |
| Cozad Asset Management Inc | 31,434 | $2.81M | 0.35% | −16,965−35.1% | Reduced |
| Veriti Management LLC | 31,434 | $2.81M | 0.31% | −850−2.6% | Reduced |
| Abbrea Capital, LLC | 31,378 | $2.80M | 0.43% | +703+2.3% | Added |
| Resources Investment Advisors, LLC. | 31,206 | $2.79M | 0.06% | −738−2.3% | Reduced |
| Colonial Trust Co | 31,170 | $2.78M | 0.67% | +267+0.9% | Added |
| Diversified Investment Strategies, LLC | 31,104 | $2.78M | 2.05% | +1,372+4.6% | Added |
| Account Management LLC | 30,978 | $2.77M | 3.71% | −2,575−7.7% | Reduced |
| Hamilton Wealth, LLC | 30,966 | $2.76M | 0.96% | −566−1.8% | Reduced |
| Regatta Capital Group, LLC | 30,963 | $2.76M | 0.88% | +1,359+4.6% | Added |
| Jag Capital Management, LLC | 30,908 | $2.76M | 0.32% | +447+1.5% | Added |
| Mendel Money Management | 30,852 | $2.75M | 1.42% | −1,186−3.7% | Reduced |
| Patton Albertson Miller Group, LLC | 30,848 | $2.75M | 0.53% | +2,691+9.6% | Added |
| IPG Investment Advisors LLC | 30,808 | $2.75M | 0.60% | −19,976−39.3% | Reduced |
| Focused Wealth Management, Inc | 30,757 | $2.75M | 0.49% | +6,599+27.3% | Added |
| Culbertson A N & Co Inc | 30,740 | $2.74M | 0.53% | −673−2.1% | Reduced |
| Xcel Wealth Management, LLC | 30,670 | $2.74M | 0.87% | +5,901+23.8% | Added |
| RiverPark Advisors, LLC | 30,524 | $2.73M | 2.50% | +828+2.8% | Added |
| BDO Wealth Advisors, LLC | 30,430 | $2.72M | 0.31% | +3,264+12.0% | Added |
| Vinva Investment Management Ltd | 30,511 | $2.71M | 0.24% | −1,010−3.2% | Reduced |
| Amica Mutual Insurance Co | 30,387 | $2.71M | 0.31% | −2,642−8.0% | Reduced |
| Cambridge Trust Co | 30,357 | $2.71M | 0.12% | −3,243−9.7% | Reduced |
| Northstar Group, Inc. | 30,318 | $2.71M | 0.63% | −1,043−3.3% | Reduced |
| Adell Harriman & Carpenter Inc | 29,894 | $2.71M | 0.27% | −1,089−3.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 30,281 | $2.70M | 0.89% | −4,108−11.9% | Reduced |
| Forum Financial Management, LP | 30,138 | $2.69M | 0.06% | +1,120+3.9% | Added |
| Parsons Capital Management Inc | 30,137 | $2.69M | 0.21% | −4,700−13.5% | Reduced |
| Family Management Corp | 30,090 | $2.69M | 0.59% | −780−2.5% | Reduced |
| Gs Investments, Inc. | 30,066 | $2.68M | 1.46% | −425−1.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $2.68M | 2.21% | 00.0% | Unchanged |
| Canal Insurance CO | 30,000 | $2.68M | 0.75% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 29,950 | $2.67M | 1.23% | −5,812−16.3% | Reduced |
| Guardian Capital Advisors LP | 29,640 | $2.67M | 0.30% | −2,340−7.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 29,865 | $2.67M | 0.42% | +18,301+158.3% | Added |
| Procyon Private Wealth Partners, LLC | 29,863 | $2.67M | 0.34% | +14,212+90.8% | Added |
| Laurel Wealth Advisors LLC | 29,794 | $2.66M | 0.54% | −560−1.8% | Reduced |
| DFPG Investments, LLC | 30,493 | $2.65M | 0.24% | +4,809+18.7% | Added |
| Flagship Harbor Advisors, LLC | 29,705 | $2.65M | 0.22% | −2,350−7.3% | Reduced |
| AustralianSuper Pty Ltd | 29,646 | $2.65M | 0.02% | +29,646 | New |
| Summit Place Financial Advisors, LLC | 29,582 | $2.64M | 1.71% | +1,948+7.0% | Added |
| Te Ahumairangi Investment Management Ltd | 29,576 | $2.64M | 0.36% | +800+2.8% | Added |
| Hanson & Doremus Investment Management | 29,537 | $2.64M | 0.55% | +2,657+9.9% | Added |
| Wellington Shields & Co., LLC | 29,525 | $2.64M | 0.62% | −2,155−6.8% | Reduced |
| Hills Bank & Trust Co | 29,495 | $2.63M | 0.34% | −70−0.2% | Reduced |
| Gilman Hill Asset Management, LLC | 29,490 | $2.63M | 0.49% | −5,257−15.1% | Reduced |
| Pegasus Asset Management, Inc. | 29,304 | $2.62M | 1.16% | +1,021+3.6% | Added |
| M. Kraus & Co | 29,206 | $2.61M | 0.88% | −706−2.4% | Reduced |
| Gladstone Institutional Advisory LLC | 29,136 | $2.60M | 0.16% | −435−1.5% | Reduced |
| Rodgers Brothers Inc. | 28,916 | $2.58M | 0.45% | +2,992+11.5% | Added |
| NVWM, LLC | 28,799 | $2.57M | 0.84% | +7,714+36.6% | Added |
| WSFS Capital Management, LLC | 28,778 | $2.57M | 0.24% | −2,693−8.6% | Reduced |
| Sicart Associates LLC | 28,775 | $2.57M | 1.00% | +795+2.8% | Added |
| BBJS Financial Advisors, LLC | 28,623 | $2.56M | 1.02% | +6,147+27.3% | Added |
| New Hampshire Trust | 28,523 | $2.55M | 0.66% | −170−0.6% | Reduced |
| Montag A & Associates Inc | 28,495 | $2.54M | 0.16% | −1,102−3.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 28,443 | $2.54M | 0.20% | −28,013−49.6% | Reduced |
| Aviance Capital Partners, LLC | 28,385 | $2.53M | 0.54% | +3,221+12.8% | Added |
| WCG Wealth Advisors LLC | 28,277 | $2.53M | 0.30% | +2,120+8.1% | Added |
| SeaCrest Wealth Management, LLC | 28,277 | $2.52M | 0.32% | −441−1.5% | Reduced |
| Asio Capital, LLC | 28,273 | $2.52M | 0.62% | +1,437+5.4% | Added |
| Horizon Investments, LLC | 28,201 | $2.52M | 0.07% | +2,368+9.2% | Added |
| Western Wealth Management, LLC | 28,185 | $2.52M | 0.21% | −90.0% | Reduced |
| Concentric Wealth Management, LLC | 28,025 | $2.50M | 0.80% | +734+2.7% | Added |
| SevenBridge Financial Group, LLC | 27,996 | $2.50M | 0.65% | −1,631−5.5% | Reduced |
| Cantor Fitzgerald, L. P. | 27,956 | $2.50M | 0.06% | +15,833+130.6% | Added |