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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Linker Capital Management Inc. | 16,432 | $1.47M | 1.55% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 16,431 | $1.47M | 0.76% | +707+4.5% | Added |
| First Business Financial Services, Inc. | 16,401 | $1.46M | 0.18% | +472+3.0% | Added |
| Fundamentun, LLC | 16,397 | $1.46M | 0.22% | −195−1.2% | Reduced |
| J. W. Coons Advisors, LLC | 16,386 | $1.46M | 0.40% | −2,200−11.8% | Reduced |
| Cohen Investment Advisors LLC | 16,350 | $1.46M | 1.17% | −1,135−6.5% | Reduced |
| Chiron Capital Management, LLC | 16,350 | $1.46M | 1.16% | +510+3.2% | Added |
| Focus Financial Network, Inc. | 16,331 | $1.46M | 0.08% | +1,129+7.4% | Added |
| Trustco Bank Corp N Y | 16,325 | $1.46M | 1.57% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 16,308 | $1.46M | 0.18% | −2,298−12.4% | Reduced |
| GM Advisory Group, Inc. | 16,288 | $1.45M | 0.12% | +329+2.1% | Added |
| Cypress Capital Group | 16,235 | $1.45M | 0.21% | −1,378−7.8% | Reduced |
| Morse Asset Management, Inc | 16,220 | $1.45M | 0.44% | −4,300−21.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,203 | $1.45M | 0.02% | +493+3.1% | Added |
| Andra AP-fonden | 16,189 | $1.45M | 0.04% | −3,500−17.8% | Reduced |
| Marathon Trading Investment Management LLC | 16,174 | $1.44M | 0.90% | −238,083−93.6% | Reduced |
| Hudson Value Partners, LLC | 16,174 | $1.44M | 0.74% | +142+0.9% | Added |
| CV Advisors LLC | 16,142 | $1.44M | 1.14% | 00.0% | Unchanged |
| FORA Capital, LLC | 16,141 | $1.44M | 0.20% | −36,595−69.4% | Reduced |
| Transatlantique Private Wealth LLC | 16,089 | $1.44M | 0.75% | −3,403−17.5% | Reduced |
| Csenge Advisory Group | 16,089 | $1.44M | 0.10% | −214−1.3% | Reduced |
| New England Research & Management, Inc. | 16,087 | $1.44M | 0.83% | −245−1.5% | Reduced |
| Roberts Glore & Co Inc | 16,055 | $1.43M | 0.46% | +250+1.6% | Added |
| Ronald Blue Trust, Inc. | 14,313 | $1.43M | 0.02% | +661+4.8% | Added |
| Nixon Peabody Trust Co | 16,031 | $1.43M | 1.16% | −3,657−18.6% | Reduced |
| GYL Financial Synergies, LLC | 16,030 | $1.43M | 0.13% | −13−0.1% | Reduced |
| CIC Wealth, LLC | 16,019 | $1.43M | 0.49% | −7,833−32.8% | Reduced |
| Kiley Juergens Wealth Management, LLC | 16,008 | $1.43M | 0.49% | −1,083−6.3% | Reduced |
| Cypress Capital, LLC | 15,993 | $1.43M | 0.41% | +746+4.9% | Added |
| Sterling Investment Counsel, LLC | 15,988 | $1.43M | 0.77% | −212−1.3% | Reduced |
| LCNB Corp | 15,938 | $1.42M | 0.61% | −782−4.7% | Reduced |
| Family Legacy, Inc. | 15,928 | $1.42M | 0.57% | +92+0.6% | Added |
| Sterling Investment Management, Inc. | 15,927 | $1.42M | 1.13% | −64−0.4% | Reduced |
| Invst, LLC | 15,877 | $1.42M | 0.20% | −206−1.3% | Reduced |
| Bangor Savings Bank | 15,777 | $1.41M | 0.16% | +279+1.8% | Added |
| Bigelow Investment Advisors, LLC | 15,745 | $1.41M | 0.77% | +265+1.7% | Added |
| Stratos Wealth Advisors, LLC | 15,735 | $1.40M | 0.10% | +427+2.8% | Added |
| Belmont Capital, LLC | 15,735 | $1.40M | 0.79% | +15,735 | New |
| Bradley Mark J. | 15,705 | $1.40M | 1.39% | −10,021−39.0% | Reduced |
| Nwam LLC | 15,621 | $1.39M | 0.11% | −34,462−68.8% | Reduced |
| Galibier Capital Management Ltd. | 15,524 | $1.39M | 0.32% | +1,316+9.3% | Added |
| Auxier Asset Management | 15,516 | $1.39M | 0.23% | −57−0.4% | Reduced |
| Auxano Advisors, LLC | 13,809 | $1.38M | 0.55% | 00.0% | Unchanged |
| Redwood Investments, LLC | 15,437 | $1.38M | 0.17% | −35,059−69.4% | Reduced |
| Mendota Financial Group, LLC | 15,392 | $1.37M | 1.55% | −9,970−39.3% | Reduced |
| Nations Financial Group Inc, | 15,381 | $1.37M | 0.13% | +2,140+16.2% | Added |
| Fukoku Mutual Life Insurance Co | 15,296 | $1.37M | 0.13% | +4,000+35.4% | Added |
| Avitas Wealth Management LLC | 15,256 | $1.36M | 0.25% | +1,838+13.7% | Added |
| Oak Thistle LLC | 15,240 | $1.36M | 0.72% | +12,556+467.8% | Added |
| RFG Advisory, LLC | 15,232 | $1.36M | 0.06% | +1,012+7.1% | Added |
| Turim 21 Investimentos Ltda. | 15,229 | $1.36M | 0.69% | −1,210−7.4% | Reduced |
| Bensler, LLC | 15,211 | $1.36M | 0.26% | −92−0.6% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 15,200 | $1.36M | 0.75% | −350−2.3% | Reduced |
| Capital International Sarl | 15,177 | $1.36M | 0.06% | +1,016+7.2% | Added |
| LMG Wealth Partners, LLC | 15,129 | $1.35M | 0.41% | +811+5.7% | Added |
| Magnus Financial Group LLC | 15,097 | $1.35M | 0.19% | +1,071+7.6% | Added |
| Argus Investors' Counsel, Inc. | 15,085 | $1.35M | 0.93% | +400+2.7% | Added |
| Moseley Investment Management Inc | 15,008 | $1.34M | 0.78% | −255−1.7% | Reduced |
| Waycross Partners, LLC | 15,000 | $1.34M | 0.29% | 00.0% | Unchanged |
| Dempze Nancy E | 14,954 | $1.34M | 1.14% | +417+2.9% | Added |
| Davidson Trust Co | 14,933 | $1.33M | 0.96% | −143−0.9% | Reduced |
| Hudson Canyon Capital Management | 14,925 | $1.33M | 1.05% | −494−3.2% | Reduced |
| Doliver Advisors, LP | 14,901 | $1.33M | 0.41% | −120−0.8% | Reduced |
| Elmwood Wealth Management, Inc. | 14,802 | $1.32M | 0.62% | −133−0.9% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,782 | $1.32M | 1.15% | +1,800+13.9% | Added |
| Tevis Investment Management | 14,727 | $1.31M | 1.28% | +365+2.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,707 | $1.31M | 0.44% | +167+1.1% | Added |
| Garde Capital, Inc. | 14,712 | $1.31M | 0.11% | −943−6.0% | Reduced |
| Columbia Trust Co 01012016 | 14,700 | $1.31M | 0.74% | +2,315+18.7% | Added |
| Act Two Investors LLC | 14,675 | $1.31M | 0.37% | 00.0% | Unchanged |
| Kidder Stephen W | 14,650 | $1.31M | 0.43% | +3,080+26.6% | Added |
| Qtron Investments LLC | 14,593 | $1.30M | 0.25% | +76+0.5% | Added |
| Spreng Capital Management, Inc. | 14,533 | $1.30M | 1.02% | −1,012−6.5% | Reduced |
| Wimmer Associates 1, LLC | 14,494 | $1.29M | 0.78% | −1,165−7.4% | Reduced |
| BSW Wealth Partners | 14,490 | $1.29M | 0.27% | +66+0.5% | Added |
| Thompson Investment Management, Inc. | 14,477 | $1.29M | 0.21% | +404+2.9% | Added |
| Dana Investment Advisors, Inc. | 14,454 | $1.29M | 0.06% | −8,926−38.2% | Reduced |
| Strategic Blueprint, LLC | 14,433 | $1.29M | 0.12% | +4,294+42.4% | Added |
| First National Bank & Trust Co of Newtown | 14,404 | $1.29M | 0.27% | −1,115−7.2% | Reduced |
| Atlas Private Wealth Management | 14,399 | $1.29M | 0.68% | +1,402+10.8% | Added |
| Eudaimonia Partners, LLC | 14,341 | $1.28M | 0.29% | −2,009−12.3% | Reduced |
| Quantbot Technologies LP | 14,289 | $1.28M | 0.08% | +14,289 | New |
| New England Asset Management Inc | 14,286 | $1.28M | 0.18% | 00.0% | Unchanged |
| West Branch Capital LLC | 14,280 | $1.27M | 0.64% | +395+2.8% | Added |
| Capstone Triton Financial Group, LLC | 14,251 | $1.27M | 0.88% | +241+1.7% | Added |
| Aldebaran Financial Inc. | 14,238 | $1.27M | 1.82% | −1,839−11.4% | Reduced |
| Conservest Capital Advisors, Inc. | 14,223 | $1.27M | 0.15% | −715−4.8% | Reduced |
| Birmingham Capital Management Co Inc | 14,221 | $1.27M | 0.53% | −3,185−18.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 14,201 | $1.27M | 0.17% | −634−4.3% | Reduced |
| Private Trust Co NA | 14,160 | $1.26M | 0.16% | −1,541−9.8% | Reduced |
| Cumberland Advisors Inc | 14,150 | $1.26M | 0.58% | +1,000+7.6% | Added |
| Oder Investment Management, LLC | 14,144 | $1.26M | 1.38% | −13,877−49.5% | Reduced |
| World Equity Group, Inc. | 14,118 | $1.26M | 0.37% | −151,466−91.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,084 | $1.26M | 0.05% | +1,336+10.5% | Added |
| Wealthsource Partners, LLC | 14,068 | $1.26M | 0.08% | −1,481−9.5% | Reduced |
| Independence Bank of Kentucky | 14,066 | $1.26M | 0.51% | −500−3.4% | Reduced |
| Court Place Advisors, LLC | 14,030 | $1.25M | 0.44% | −695−4.7% | Reduced |
| Westside Investment Management, Inc. | 13,988 | $1.25M | 0.35% | −1,690−10.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 14,000 | $1.25M | 0.30% | +866+6.6% | Added |
| Winthrop Advisory Group LLC | 13,894 | $1.24M | 0.20% | −220−1.6% | Reduced |