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 |
|---|---|---|---|---|---|
| Dorchester Wealth Management Co | 27,945 | $2.49M | 0.51% | −525−1.8% | Reduced |
| Northwest Investment Counselors, LLC | 27,867 | $2.49M | 0.66% | +1,194+4.5% | Added |
| Bridgewater Advisors Inc. | 27,781 | $2.48M | 0.50% | +149+0.5% | Added |
| Webster Bank, N. A. | 27,597 | $2.46M | 0.32% | −2,970−9.7% | Reduced |
| Vickerman Investment Advisors, Inc. | 27,497 | $2.45M | 0.96% | +708+2.6% | Added |
| Ascent Group, LLC | 27,820 | $2.45M | 0.27% | −4,344−13.5% | Reduced |
| Autumn Glory Partners, LLC | 27,447 | $2.45M | 1.79% | +27,447 | New |
| Essex LLC | 27,404 | $2.45M | 0.68% | −1,554−5.4% | Reduced |
| Brighton Jones LLC | 27,272 | $2.43M | 0.12% | −407−1.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 27,247 | $2.43M | 0.23% | 00.0% | Unchanged |
| Community Bank, N.A. | 26,979 | $2.41M | 0.32% | +270+1.0% | Added |
| RSM US Wealth Management LLC | 26,962 | $2.41M | 0.08% | −774−2.8% | Reduced |
| SOL Capital Management CO | 26,965 | $2.41M | 0.36% | +553+2.1% | Added |
| Robertson Stephens Wealth Management, LLC | 26,929 | $2.40M | 0.18% | +848+3.3% | Added |
| Condor Capital Management | 26,896 | $2.40M | 0.29% | +514+1.9% | Added |
| Lynch Asset Management, Inc. | 26,875 | $2.40M | 1.54% | +200+0.7% | Added |
| Marex Group plc | 26,867 | $2.40M | 0.43% | +5,129+23.6% | Added |
| Balyasny Asset Management LLC | 26,842 | $2.40M | 0.01% | −56,865−67.9% | Reduced |
| SageView Advisory Group, LLC | 26,790 | $2.39M | 0.13% | +3,052+12.9% | Added |
| Mission Creek Capital Partners, Inc. | 26,787 | $2.39M | 0.77% | −375−1.4% | Reduced |
| Pettee Investors, Inc. | 26,778 | $2.39M | 1.08% | −350−1.3% | Reduced |
| Weil Company, Inc. | 26,772 | $2.39M | 1.06% | −1,143−4.1% | Reduced |
| Consolidated Capital Management, LLC | 26,695 | $2.38M | 1.17% | −74−0.3% | Reduced |
| Diversified Trust Co | 26,631 | $2.38M | 0.09% | +295+1.1% | Added |
| Brown Miller Wealth Management, LLC | 26,568 | $2.37M | 1.28% | +1,376+5.5% | Added |
| Sumitomo Life Insurance Co | 26,568 | $2.37M | 0.10% | −2,563−8.8% | Reduced |
| Cornerstone Wealth Management, LLC | 26,531 | $2.37M | 0.21% | +187+0.7% | Added |
| Smith, Moore & Co. | 26,516 | $2.37M | 0.30% | +348+1.3% | Added |
| Horizon Wealth Management, LLC | 26,490 | $2.36M | 0.93% | +60.0% | Added |
| Bull Street Advisors, LLC | 26,467 | $2.36M | 1.21% | +339+1.3% | Added |
| WBH Advisory Inc | 26,461 | $2.36M | 0.28% | −548−2.0% | Reduced |
| Alliance Wealth Advisors, LLC | 26,424 | $2.36M | 1.68% | −235−0.9% | Reduced |
| Summit X, LLC | 26,325 | $2.35M | 0.57% | +819+3.2% | Added |
| AMG National Trust Bank | 26,240 | $2.34M | 0.08% | −1,760−6.3% | Reduced |
| Allen Capital Group, LLC | 26,155 | $2.34M | 0.42% | +2,644+11.2% | Added |
| Northstar Asset Management LLC | 25,941 | $2.32M | 0.64% | −648−2.4% | Reduced |
| First Citizens Bank & Trust Co | 25,903 | $2.31M | 0.04% | +4,078+18.7% | Added |
| Legacy Wealth Management, LLC | 25,871 | $2.31M | 1.16% | +25,871 | New |
| Birch Hill Investment Advisors LLC | 25,839 | $2.31M | 0.13% | −2,763−9.7% | Reduced |
| Legacy Private Trust Co. | 25,833 | $2.31M | 0.19% | −2,430−8.6% | Reduced |
| Butensky & Cohen Financial Security, Inc | 25,780 | $2.30M | 0.83% | −692−2.6% | Reduced |
| Financial Advocates Investment Management | 25,727 | $2.30M | 0.17% | −3,237−11.2% | Reduced |
| First Horizon Advisors, Inc. | 25,607 | $2.29M | 0.08% | −860−3.2% | Reduced |
| Joel Isaacson & Co., LLC | 25,580 | $2.28M | 0.15% | −3,152−11.0% | Reduced |
| Berkshire Bank | 25,545 | $2.28M | 0.63% | −91−0.4% | Reduced |
| M. Kulyk & Associates, LLC | 25,326 | $2.26M | 0.63% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 25,298 | $2.26M | 0.45% | −365−1.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 25,291 | $2.26M | 1.67% | −180−0.7% | Reduced |
| Citadel Investment Advisory, Inc. | 25,215 | $2.25M | 1.46% | −150−0.6% | Reduced |
| FDx Advisors, Inc. | 25,215 | $2.25M | 0.12% | −430−1.7% | Reduced |
| Addison Capital Co | 25,177 | $2.25M | 1.60% | −2,171−7.9% | Reduced |
| Transcend Wealth Collective, LLC | 25,120 | $2.24M | 0.21% | −1,596−6.0% | Reduced |
| JSF Financial, LLC | 25,113 | $2.24M | 0.79% | −866−3.3% | Reduced |
| Longfellow Investment Management Co LLC | 25,080 | $2.24M | 0.51% | +25,000+31,250.0% | Added |
| Shellback Capital, LP | 25,000 | $2.23M | 0.20% | −55,000−68.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $2.23M | 1.44% | +8,000+47.1% | Added |
| BancorpSouth Bank | 24,910 | $2.22M | 0.19% | +227+0.9% | Added |
| Lockheed Martin Investment Management Co | 24,890 | $2.22M | 0.13% | −151,491−85.9% | Reduced |
| Cutler Group LP | 24,877 | $2.22M | 0.52% | −28,889−53.7% | Reduced |
| Liberty Capital Management, Inc. | 24,826 | $2.22M | 0.66% | +370+1.5% | Added |
| Fruth Investment Management | 24,752 | $2.21M | 0.63% | 00.0% | Unchanged |
| Benin Management CORP | 24,724 | $2.21M | 0.79% | +325+1.3% | Added |
| Curbstone Financial Management Corp | 24,710 | $2.21M | 0.53% | −500−2.0% | Reduced |
| Windsor Advisory Group, LLC | 24,658 | $2.20M | 5.44% | −243−1.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 24,430 | $2.18M | 0.97% | +24,430 | New |
| CoreCap Advisors, LLC | 24,407 | $2.18M | 0.16% | +24,407 | New |
| Merit Financial Group, LLC | 24,358 | $2.17M | 0.07% | +5,490+29.1% | Added |
| Change Path, LLC | 24,280 | $2.17M | 0.10% | −588−2.4% | Reduced |
| Consolidated Investment Group LLC | 24,202 | $2.16M | 0.39% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 24,179 | $2.16M | 1.88% | +1,825+8.2% | Added |
| Geneos Wealth Management Inc. | 24,163 | $2.16M | 0.11% | +3,448+16.6% | Added |
| Larson Financial Group LLC | 24,154 | $2.16M | 0.22% | −1,530−6.0% | Reduced |
| Beach Investment Counsel Inc | 24,117 | $2.15M | 0.26% | −266−1.1% | Reduced |
| FRG Family Wealth Advisors LLC | 24,098 | $2.15M | 0.47% | −2,221−8.4% | Reduced |
| Beaton Management Co. Inc. | 24,036 | $2.15M | 1.36% | −300−1.2% | Reduced |
| Pitcairn Co | 24,037 | $2.15M | 0.18% | −3,259−11.9% | Reduced |
| Rehmann Capital Advisory Group | 23,970 | $2.14M | 0.19% | −1,662−6.5% | Reduced |
| Principle Wealth Partners LLC | 23,967 | $2.14M | 0.22% | −338−1.4% | Reduced |
| Integrated Advisors Network LLC | 23,941 | $2.14M | 0.12% | −2,592−9.8% | Reduced |
| Paradigm Financial Partners, LLC | 23,928 | $2.14M | 0.58% | +469+2.0% | Added |
| Coldstream Capital Management Inc | 23,883 | $2.13M | 0.07% | −2,505−9.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 23,835 | $2.13M | 0.08% | +72+0.3% | Added |
| MidWestOne Financial Group, Inc. | 23,808 | $2.13M | 0.46% | +680+2.9% | Added |
| Cito Capital Group, LLC | 23,790 | $2.12M | 0.97% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 23,789 | $2.12M | 0.39% | +1,634+7.4% | Added |
| Bill Few Associates, Inc. | 23,783 | $2.12M | 1.10% | −44−0.2% | Reduced |
| Iowa State Bank | 23,723 | $2.12M | 0.53% | −1,120−4.5% | Reduced |
| Frisch Financial Group, Inc. | 23,704 | $2.12M | 1.01% | +1,484+6.7% | Added |
| Westhampton Capital, LLC | 23,694 | $2.12M | 1.37% | −4,075−14.7% | Reduced |
| Portside Wealth Group, LLC | 23,673 | $2.11M | 0.39% | +23,673 | New |
| JCIC Asset Management Inc. | 23,631 | $2.11M | 0.96% | +100.0% | Added |
| Mission Wealth Management, LP | 23,476 | $2.10M | 0.08% | −19,405−45.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 23,362 | $2.09M | 0.28% | −61,956−72.6% | Reduced |
| Searle & Co. | 23,463 | $2.09M | 0.65% | 00.0% | Unchanged |
| Legacy Trust | 23,347 | $2.08M | 0.57% | +1,333+6.1% | Added |
| Ameritas Investment Partners, Inc. | 23,335 | $2.08M | 0.08% | −825−3.4% | Reduced |
| Ritholtz Wealth Management | 23,317 | $2.08M | 0.09% | +282+1.2% | Added |
| TrinityPoint Wealth, LLC | 23,293 | $2.08M | 0.41% | +935+4.2% | Added |
| Agf Management Ltd | 23,215 | $2.07M | 0.02% | +23,215 | New |
| Capital Asset Advisory Services LLC | 23,355 | $2.07M | 0.14% | +857+3.8% | Added |