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
- 2,962
- −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
- 1,437 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 |
|---|---|---|---|---|---|
| Iat Reinsurance Co Ltd. | 23,070 | $2.06M | 0.40% | 00.0% | Unchanged |
| Herbst Group, LLC | 22,997 | $2.05M | 1.42% | −855−3.6% | Reduced |
| Harbor Advisory Corp | 22,910 | $2.05M | 0.72% | +1,824+8.7% | Added |
| Ashton Thomas Private Wealth, LLC | 22,879 | $2.04M | 0.16% | −1,555−6.4% | Reduced |
| Plimoth Trust Co LLC | 22,821 | $2.04M | 0.61% | +510+2.3% | Added |
| Petredis Investment Advisors LLC | 22,802 | $2.04M | 0.28% | −124−0.5% | Reduced |
| Verus Capital Partners, LLC | 22,795 | $2.04M | 0.29% | +1,673+7.9% | Added |
| AFS Financial Group, LLC | 22,789 | $2.03M | 1.32% | +223+1.0% | Added |
| Old Second National Bank of Aurora | 22,749 | $2.03M | 0.59% | −1,243−5.2% | Reduced |
| Knuff & Co LLC | 22,739 | $2.03M | 0.76% | +786+3.6% | Added |
| Monarch Capital Management Inc | 22,706 | $2.03M | 0.61% | −80−0.4% | Reduced |
| United Asset Strategies, Inc. | 22,655 | $2.02M | 0.25% | −10,598−31.9% | Reduced |
| Avidian Wealth Solutions, LLC | 22,516 | $2.01M | 0.13% | −807−3.5% | Reduced |
| Alpha Omega Wealth Management LLC | 22,454 | $2.00M | 0.34% | −820−3.5% | Reduced |
| TCW Group Inc | 22,400 | $2.00M | 0.02% | −3,448−13.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 22,222 | $1.98M | 0.16% | −2,165−8.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 22,213 | $1.98M | 1.24% | +1,350+6.5% | Added |
| Boston Financial Mangement LLC | 22,189 | $1.98M | 0.07% | −299−1.3% | Reduced |
| Physicians Financial Services, Inc. | 22,156 | $1.98M | 0.78% | −291−1.3% | Reduced |
| Modus Advisors, LLC | 22,146 | $1.98M | 0.85% | +1,771+8.7% | Added |
| Cigna Investments Inc | 22,110 | $1.97M | 0.37% | −40−0.2% | Reduced |
| CWA Asset Management Group, LLC | 22,088 | $1.97M | 0.14% | +1,339+6.5% | Added |
| Viking Fund Management LLC | 22,000 | $1.96M | 0.37% | 00.0% | Unchanged |
| Legato Capital Management LLC | 21,945 | $1.96M | 0.26% | +11,555+111.2% | Added |
| Keating Investment Counselors Inc | 21,933 | $1.96M | 0.71% | −2,885−11.6% | Reduced |
| TBH Global Asset Management, LLC | 21,916 | $1.96M | 0.38% | +654+3.1% | Added |
| Riverpark Capital Management LLC | 21,852 | $1.95M | 3.45% | +3,756+20.8% | Added |
| Wealthspire Advisors, LLC | 21,846 | $1.95M | 0.03% | −651−2.9% | Reduced |
| Caldwell Trust Co | 21,843 | $1.95M | 0.25% | −8,142−27.2% | Reduced |
| Icapital Wealth LLC | 21,842 | $1.95M | 1.22% | −10,172−31.8% | Reduced |
| Moneta Group Investment Advisors LLC | 21,824 | $1.95M | 0.04% | +1,410+6.9% | Added |
| Meeder Advisory Services, Inc. | 21,823 | $1.95M | 0.21% | −2,439−10.1% | Reduced |
| Stone Point Wealth LLC | 21,696 | $1.94M | 0.80% | −748−3.3% | Reduced |
| Pariax, LLC | 21,690 | $1.94M | 6.08% | −20,972−49.2% | Reduced |
| Citizens Financial Group Inc | 21,689 | $1.94M | 0.07% | −2,050−8.6% | Reduced |
| Greenline Partners, LLC | 21,662 | $1.93M | 0.36% | −232−1.1% | Reduced |
| C2C Wealth Management, LLC | 22,420 | $1.92M | 0.25% | −1,960−8.0% | Reduced |
| Hendershot Investments Inc. | 21,542 | $1.92M | 0.31% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 21,502 | $1.92M | 0.05% | −925−4.1% | Reduced |
| Harbour Investment Management LLC | 21,391 | $1.91M | 1.00% | −390−1.8% | Reduced |
| Sky Investment Group LLC | 21,356 | $1.91M | 0.41% | −1,559−6.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 21,335 | $1.90M | 0.15% | +1,805+9.2% | Added |
| Parkwood LLC | 21,228 | $1.90M | 0.34% | −427−2.0% | Reduced |
| Nelson Capital Management, LLC | 21,150 | $1.89M | 0.49% | −188−0.9% | Reduced |
| Advisors Asset Management, Inc. | 21,126 | $1.89M | 0.04% | −6,515−23.6% | Reduced |
| Trust Asset Management LLC | 21,108 | $1.88M | 0.20% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21,107 | $1.88M | 0.09% | −5,227−19.8% | Reduced |
| Jasper Ridge Partners, L.P. | 21,100 | $1.88M | 0.09% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 21,095 | $1.88M | 0.65% | −62−0.3% | Reduced |
| Rowland & Co Investment Counsel | 21,046 | $1.88M | 0.44% | −986−4.5% | Reduced |
| Bramshill Investments, LLC | 21,038 | $1.88M | 0.17% | 00.0% | Unchanged |
| Smithfield Trust Co | 21,029 | $1.88M | 0.11% | −5,553−20.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 21,007 | $1.88M | 1.32% | −118−0.6% | Reduced |
| Kornitzer Capital Management Inc | 21,004 | $1.88M | 0.04% | +2,649+14.4% | Added |
| Ferguson Wellman Capital Management, Inc | 20,913 | $1.87M | 0.04% | −482−2.3% | Reduced |
| Mitchell Capital Management Co | 20,812 | $1.86M | 0.42% | −23−0.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 20,811 | $1.86M | 0.51% | −2,592−11.1% | Reduced |
| Menlo Advisors LLC | 20,708 | $1.85M | 1.16% | −2,440−10.5% | Reduced |
| Diamant Asset Management, Inc. | 20,641 | $1.84M | 1.41% | −86−0.4% | Reduced |
| Proequities, Inc. | 20,594 | $1.84M | 0.14% | +468+2.3% | Added |
| Coastal Investment Advisors, Inc. | 20,573 | $1.84M | 0.40% | −857−4.0% | Reduced |
| Aspiriant, LLC | 20,506 | $1.83M | 0.09% | +1,514+8.0% | Added |
| Hancock Whitney Corp | 20,490 | $1.83M | 0.07% | +869+4.4% | Added |
| Selway Asset Management | 20,477 | $1.83M | 0.80% | +678+3.4% | Added |
| Capital International Ltd | 20,459 | $1.83M | 0.10% | +3,956+24.0% | Added |
| Highlander Capital Management, LLC | 20,412 | $1.82M | 0.84% | +100+0.5% | Added |
| Journey Advisory Group, LLC | 20,283 | $1.81M | 0.27% | −6,904−25.4% | Reduced |
| North Star Investment Management Corp. | 20,253 | $1.81M | 0.15% | −16,898−45.5% | Reduced |
| Slow Capital, Inc. | 20,204 | $1.80M | 0.31% | −144−0.7% | Reduced |
| Cohen Lawrence B | 20,195 | $1.80M | 1.15% | −315−1.5% | Reduced |
| Summit Financial Group Inc | 20,140 | $1.80M | 0.70% | −560−2.7% | Reduced |
| MV Capital Management, Inc. | 20,121 | $1.80M | 0.24% | −358−1.7% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $1.80M | 1.46% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 20,098 | $1.79M | 0.27% | −8,388−29.4% | Reduced |
| Fort Sheridan Advisors LLC | 20,094 | $1.79M | 0.41% | +2,595+14.8% | Added |
| Sawyer & Company, Inc | 20,058 | $1.79M | 0.82% | +346+1.8% | Added |
| Congress Park Capital LLC | 20,003 | $1.79M | 1.00% | −2,365−10.6% | Reduced |
| Wealth Alliance | 19,991 | $1.78M | 0.27% | −2,945−12.8% | Reduced |
| NovaPoint Capital, LLC | 19,975 | $1.78M | 0.66% | −901−4.3% | Reduced |
| Duff & Phelps Investment Management Co | 19,973 | $1.78M | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 19,953 | $1.78M | 0.43% | −2,889−12.6% | Reduced |
| Naples Global Advisors, LLC | 19,886 | $1.78M | 0.21% | −4,238−17.6% | Reduced |
| Hoertkorn Richard Charles | 19,864 | $1.77M | 0.85% | +370+1.9% | Added |
| Continuum Advisory, LLC | 22,035 | $1.77M | 0.28% | −2,909−11.7% | Reduced |
| Acadian Asset Management LLC | 19,897 | $1.77M | 0.01% | −37,480−65.3% | Reduced |
| Deltec Asset Management LLC | 19,858 | $1.77M | 0.39% | +19,858 | New |
| McDonald Partners LLC | 19,832 | $1.77M | 0.54% | −9,195−31.7% | Reduced |
| Ceera Investments, LLC | 19,821 | $1.77M | 1.02% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 19,795 | $1.77M | 0.57% | +63+0.3% | Added |
| Zuckerman Investment Group, LLC | 19,743 | $1.76M | 0.25% | +1,205+6.5% | Added |
| Ropes Wealth Advisors LLC | 19,700 | $1.76M | 0.29% | +234+1.2% | Added |
| Profund Advisors LLC | 19,698 | $1.76M | 0.09% | +2,631+15.4% | Added |
| Corrado Advisors, LLC | 19,618 | $1.75M | 1.23% | +532+2.8% | Added |
| Eagle Bluffs Wealth Management LLC | 19,592 | $1.75M | 1.35% | +370+1.9% | Added |
| Bridges Investment Management Inc | 19,554 | $1.75M | 0.06% | −665−3.3% | Reduced |
| SOA Wealth Advisors, LLC. | 19,465 | $1.74M | 0.41% | −8,023−29.2% | Reduced |
| Estabrook Capital Management | 19,446 | $1.74M | 0.29% | +591+3.1% | Added |
| Neo Ivy Capital Management | 19,416 | $1.73M | 0.91% | +19,416 | New |
| Cary Street Partners Asset Management LLC | 19,387 | $1.73M | 0.32% | +205+1.1% | Added |
| Ledge Wealth Management, Inc. | 19,357 | $1.73M | 0.83% | −2,295−10.6% | Reduced |