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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 13,862 | $1.24M | 0.64% | −272−1.9% | Reduced |
| Jmac Enterprises LLC | 13,822 | $1.23M | 0.31% | +216+1.6% | Added |
| Claro Advisors LLC | 13,806 | $1.23M | 0.31% | +272+2.0% | Added |
| TD Private Client Wealth LLC | 13,803 | $1.23M | 0.05% | +1,044+8.2% | Added |
| Pinnacle West Asset Management, Inc. | 13,795 | $1.23M | 1.20% | −230−1.6% | Reduced |
| Leisure Capital Management | 13,790 | $1.23M | 0.68% | +468+3.5% | Added |
| 180 Wealth Advisors, LLC | 13,596 | $1.23M | 0.27% | +881+6.9% | Added |
| CFM Wealth Partners LLC | 13,746 | $1.23M | 0.30% | −2,498−15.4% | Reduced |
| Summit Financial, LLC | 13,727 | $1.23M | 0.09% | +3,056+28.6% | Added |
| Bath Savings Trust Co | 13,712 | $1.22M | 0.14% | −1,535−10.1% | Reduced |
| Fernwood Investment Management, LLC | 13,706 | $1.21M | 0.43% | +804+6.2% | Added |
| PFG Investments, LLC | 13,491 | $1.20M | 0.22% | +1,117+9.0% | Added |
| Annandale Capital, LLC | 13,486 | $1.20M | 0.35% | −75−0.6% | Reduced |
| Cordatus Wealth Management LLC | 13,449 | $1.20M | 0.45% | +13,449 | New |
| Adirondack Trust Co | 13,488 | $1.20M | 0.56% | −302−2.2% | Reduced |
| Sentry Investment Management LLC | 13,303 | $1.19M | 0.45% | +3,277+32.7% | Added |
| Newman Dignan & Sheerar, Inc. | 13,301 | $1.19M | 0.37% | +25+0.2% | Added |
| Moloney Securities Asset Management, LLC | 13,299 | $1.19M | 0.21% | +2,066+18.4% | Added |
| Waldron Private Wealth LLC | 13,297 | $1.19M | 0.06% | −4,144−23.8% | Reduced |
| ELCO Management Co., LLC | 13,269 | $1.18M | 0.86% | −275−2.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,726 | $1.18M | 0.52% | −1,402−9.3% | Reduced |
| WT Wealth Management | 13,224 | $1.18M | 0.49% | +156+1.2% | Added |
| Trellus Management Company, LLC | 13,200 | $1.18M | 1.82% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 13,167 | $1.18M | 0.39% | −629−4.6% | Reduced |
| Eaton Financial Holdings Company, LLC | 13,145 | $1.17M | 0.88% | +1,189+9.9% | Added |
| Gladius Capital Management LP | 13,099 | $1.17M | 0.59% | +3,874+42.0% | Added |
| Trust Investment Advisors | 13,062 | $1.17M | 0.94% | +707+5.7% | Added |
| First Commonwealth Financial Corp | 13,047 | $1.16M | 0.38% | +1,077+9.0% | Added |
| Newbridge Financial Services Group, Inc. | 13,026 | $1.16M | 0.57% | −778−5.6% | Reduced |
| Cheviot Value Management, LLC | 12,890 | $1.15M | 0.25% | −2,264−14.9% | Reduced |
| Capital Advisors Inc | 12,868 | $1.15M | 0.03% | +1,723+15.5% | Added |
| Atlas Capital Advisors LLC | 12,863 | $1.15M | 0.17% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 12,852 | $1.15M | 0.09% | +299+2.4% | Added |
| Martin & Co Inc | 12,820 | $1.14M | 0.29% | −555−4.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,784 | $1.14M | 0.16% | +15+0.1% | Added |
| Synergy Financial Group, LTD | 12,721 | $1.14M | 1.53% | +1,662+15.0% | Added |
| MONECO Advisors, LLC | 12,654 | $1.13M | 0.31% | +903+7.7% | Added |
| Avantax Planning Partners, Inc. | 12,645 | $1.13M | 0.04% | −554−4.2% | Reduced |
| Snider Financial Group | 12,641 | $1.13M | 0.54% | −10,351−45.0% | Reduced |
| Clare Market Investments LLC | 12,629 | $1.13M | 0.42% | −377−2.9% | Reduced |
| Clarius Group, LLC | 12,624 | $1.13M | 0.09% | −2,803−18.2% | Reduced |
| Outfitter Financial LLC | 12,615 | $1.13M | 1.01% | +175+1.4% | Added |
| Good Life Advisors, LLC | 12,613 | $1.13M | 0.13% | −3,538−21.9% | Reduced |
| Platform Technology Partners | 12,536 | $1.12M | 0.53% | +366+3.0% | Added |
| Donaldson Capital Management, LLC | 12,553 | $1.12M | 0.05% | −3,235−20.5% | Reduced |
| Agate Pass Investment Management, LLC | 12,509 | $1.12M | 0.68% | +303+2.5% | Added |
| Manhattan West Asset Management, LLC | 12,486 | $1.11M | 0.42% | +1,738+16.2% | Added |
| Blue Square Asset Management, LLC | 12,485 | $1.11M | 0.79% | +8,566+218.6% | Added |
| Fairbanks Capital Management, Inc. | 12,448 | $1.11M | 0.86% | −8,856−41.6% | Reduced |
| NorthRock Partners, LLC | 12,427 | $1.11M | 0.12% | +588+5.0% | Added |
| Lederer & Associates Investment Counsel | 12,400 | $1.11M | 0.84% | −149−1.2% | Reduced |
| Pure Financial Advisors, Inc. | 12,355 | $1.10M | 0.05% | +238+2.0% | Added |
| Duncker Streett & Co Inc | 12,350 | $1.10M | 0.25% | +303+2.5% | Added |
| BerganKDV Wealth Management, LLC | 12,345 | $1.10M | 0.11% | +854+7.4% | Added |
| Woodmont Investment Counsel LLC | 12,338 | $1.10M | 0.11% | +62+0.5% | Added |
| Vanguard Capital Wealth Advisors | 12,318 | $1.10M | 1.00% | +3,001+32.2% | Added |
| DRW Securities, LLC | 12,313 | $1.10M | 0.09% | −34,954−74.0% | Reduced |
| Cascade Investment Advisors, Inc. | 12,298 | $1.10M | 0.82% | +815+7.1% | Added |
| Intrust Bank NA | 12,281 | $1.10M | 0.13% | −975−7.4% | Reduced |
| Calton & Associates, Inc. | 12,250 | $1.09M | 0.51% | −405−3.2% | Reduced |
| Sierra Capital LLC | 12,247 | $1.09M | 0.17% | +12+0.1% | Added |
| Guardian Wealth Management, Inc. | 12,227 | $1.09M | 1.00% | +257+2.1% | Added |
| Nicholas Hoffman & Company, LLC. | 12,224 | $1.09M | 0.04% | −2,647−17.8% | Reduced |
| Delta Financial Advisors LLC | 12,193 | $1.09M | 0.48% | +438+3.7% | Added |
| Tempus Wealth Planning, LLC | 12,176 | $1.09M | 0.49% | +77+0.6% | Added |
| StoneX Group Inc. | 12,174 | $1.09M | 0.11% | +1,039+9.3% | Added |
| Shepherd Financial Partners LLC | 12,155 | $1.09M | 0.17% | −810−6.2% | Reduced |
| Balboa Wealth Partners | 12,121 | $1.08M | 0.38% | +349+3.0% | Added |
| Garden State Investment Advisory Services LLC | 12,055 | $1.08M | 0.48% | +2,473+25.8% | Added |
| Archer Investment Corp | 12,047 | $1.08M | 0.38% | +884+7.9% | Added |
| Clear Harbor Asset Management, LLC | 12,046 | $1.08M | 0.11% | −2,100−14.8% | Reduced |
| Conning Inc. | 12,023 | $1.07M | 0.04% | −2,869−19.3% | Reduced |
| Cornerstone Advisory, LLC | 12,013 | $1.07M | 0.19% | −2,538−17.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,006 | $1.07M | 0.38% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 11,981 | $1.07M | 0.40% | −251−2.1% | Reduced |
| Delaney Dennis R | 11,954 | $1.07M | 0.65% | +3,172+36.1% | Added |
| Advisor Resource Council | 11,929 | $1.07M | 0.62% | −3,086−20.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 11,928 | $1.06M | 0.11% | −396−3.2% | Reduced |
| Confluence Wealth Services, Inc. | 11,908 | $1.06M | 0.23% | +794+7.1% | Added |
| Circle Wealth Management, LLC | 11,881 | $1.06M | 0.14% | −11,628−49.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 11,865 | $1.06M | 0.71% | −155−1.3% | Reduced |
| SYSTM Wealth Solutions LLC | 11,855 | $1.06M | 0.14% | +94+0.8% | Added |
| Penserra Capital Management LLC | 11,837 | $1.05M | 0.02% | +11,198+1,752.4% | Added |
| Atomi Financial Group, Inc. | 11,757 | $1.05M | 0.48% | +3,989+51.4% | Added |
| Sittner & Nelson, LLC | 11,697 | $1.04M | 0.57% | −2,605−18.2% | Reduced |
| Founders Financial Securities LLC | 11,695 | $1.04M | 0.14% | +490+4.4% | Added |
| Rockland Trust Co | 11,625 | $1.04M | 0.06% | +197+1.7% | Added |
| Sunbelt Securities, Inc. | 11,624 | $1.04M | 0.15% | +1,164+11.1% | Added |
| Cypress Asset Management Inc | 11,471 | $1.04M | 0.33% | −4,128−26.5% | Reduced |
| CM Wealth Advisors LLC | 12,027 | $1.04M | 0.34% | +635+5.6% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,587 | $1.03M | 0.03% | −12−0.1% | Reduced |
| Tiedemann Advisors, LLC | 11,582 | $1.03M | 0.04% | +3,634+45.7% | Added |
| Ausdal Financial Partners, Inc. | 11,563 | $1.03M | 0.14% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11,556 | $1.03M | 0.09% | −520−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 11,541 | $1.03M | 0.11% | +3,712+47.4% | Added |
| Allred Capital Management, LLC | 11,516 | $1.03M | 0.50% | −115−1.0% | Reduced |
| Southeast Asset Advisors Inc. | 11,478 | $1.02M | 0.15% | −30−0.3% | Reduced |
| Zevenbergen Capital Investments LLC | 11,470 | $1.02M | 0.02% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 11,462 | $1.02M | 0.72% | +11,462 | New |
| Omnia Family Wealth, LLC | 11,450 | $1.02M | 0.69% | −128−1.1% | Reduced |