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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 11,436 | $1.02M | 0.06% | −1,640−12.5% | Reduced |
| Vista Investment Management | 11,408 | $1.02M | 0.52% | +283+2.5% | Added |
| NewEdge Wealth, LLC | 11,402 | $1.02M | 0.03% | −1,677−12.8% | Reduced |
| Uncommon Cents Investing LLC | 11,398 | $1.02M | 0.36% | −240−2.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 11,393 | $1.02M | 1.03% | +106+0.9% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 11,431 | $1.02M | 0.03% | +8,524+293.2% | Added |
| Dash Acquisitions Inc. | 11,383 | $1.02M | 0.40% | +1,420+14.3% | Added |
| V-Square Quantitative Management LLC | 11,371 | $1.02M | 0.74% | +30.0% | Added |
| Pinnacle Holdings, LLC | 11,363 | $1.01M | 0.45% | −71−0.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 11,354 | $1.01M | 0.24% | +2,832+33.2% | Added |
| Lavaca Capital LLC | 11,335 | $1.01M | 0.32% | −10,289−47.6% | Reduced |
| Old Mission Investment Co LLC | 11,334 | $1.01M | 0.37% | +49+0.4% | Added |
| Naviter Wealth, LLC | 11,316 | $1.01M | 0.26% | +1,836+19.4% | Added |
| Mather Group, LLC. | 11,303 | $1.01M | 0.02% | +2,338+26.1% | Added |
| Chesapeake Wealth Management | 11,286 | $1.01M | 0.40% | +410+3.8% | Added |
| Coastal Bridge Advisors, LLC | 11,281 | $1.01M | 0.25% | +97+0.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,263 | $1.01M | 0.24% | −859−7.1% | Reduced |
| Lumature Wealth Partners, LLC | 11,246 | $1.00M | 0.60% | +50+0.4% | Added |
| David Loasby | 11,273 | $1.00M | 0.11% | −650−5.5% | Reduced |
| Blue Fin Capital, Inc. | 11,193 | $999.3K | 0.29% | −3,308−22.8% | Reduced |
| Quantum Private Wealth, LLC | 11,193 | $999.3K | 0.46% | −4,654−29.4% | Reduced |
| Warren Averett Asset Management, LLC | 11,187 | $998.8K | 0.04% | +946+9.2% | Added |
| Herold Advisors, Inc. | 11,180 | $998.1K | 0.31% | −1,604−12.5% | Reduced |
| Sippican Capital Advisors | 11,146 | $995.1K | 0.92% | −5,012−31.0% | Reduced |
| Arrowroot Family Office, LLC | 11,145 | $995.0K | 0.75% | −6,547−37.0% | Reduced |
| DAGCO, Inc. | 11,120 | $992.7K | 0.49% | −1,442−11.5% | Reduced |
| Icon Wealth Partners, LLC | 11,108 | $991.8K | 0.10% | −865−7.2% | Reduced |
| Summit Trail Advisors, LLC | 11,105 | $991.5K | 0.04% | +767+7.4% | Added |
| Peloton Wealth Strategists | 11,080 | $989.0K | 0.44% | −1,475−11.7% | Reduced |
| Smith Anglin Financial, LLC | 11,071 | $988.5K | 0.12% | −669−5.7% | Reduced |
| Eads & Heald Wealth Management | 11,057 | $987.0K | 0.49% | −513−4.4% | Reduced |
| Charles Schwab Trust Co | 11,216 | $986.5K | 0.12% | +46+0.4% | Added |
| Optimum Investment Advisors | 11,009 | $982.9K | 0.48% | −1,500−12.0% | Reduced |
| Great Diamond Partners, LLC | 10,991 | $981.3K | 0.26% | +483+4.6% | Added |
| Constitution Capital LLC | 10,985 | $980.7K | 0.56% | −840−7.1% | Reduced |
| Boston Trust Walden Corp | 10,984 | $980.7K | 0.01% | −880−7.4% | Reduced |
| Mechanics Bank Trust Department | 10,984 | $980.6K | 0.16% | −2,732−19.9% | Reduced |
| Lion Street Advisors, LLC | 5,794 | $979.6K | 0.33% | +3,109+115.8% | Added |
| Abbot Financial Management, Inc. | 10,967 | $979.2K | 0.63% | −482−4.2% | Reduced |
| Forbes J M & Co LLP | 10,970 | $979.0K | 0.12% | +7,863+253.1% | Added |
| AdvisorNet Financial, Inc | 10,963 | $978.7K | 0.08% | −808−6.9% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10,961 | $978.6K | 1.36% | −1,500−12.0% | Reduced |
| Aj Wealth Strategies, LLC | 10,882 | $971.5K | 0.05% | −2,321−17.6% | Reduced |
| Arden Trust Co | 10,872 | $970.0K | 0.16% | −3,788−25.8% | Reduced |
| Strategic Financial Services, Inc, | 11,052 | $966.9K | 0.07% | −5,460−33.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,807 | $965.0K | 0.12% | +2,162+25.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 10,808 | $964.9K | 0.07% | +510+5.0% | Added |
| Schonfeld Strategic Advisors LLC | 10,751 | $959.8K | 0.01% | +10,751 | New |
| Widmann Financial Services, Inc. | 10,718 | $956.9K | 0.92% | −70−0.6% | Reduced |
| Rockingstone Advisors LLC | 10,685 | $954.0K | 0.54% | −18−0.2% | Reduced |
| Nemes Rush Group LLC | 10,685 | $953.9K | 0.17% | +10,685 | New |
| Schechter Investment Advisors, LLC | 10,667 | $952.3K | 0.09% | +265+2.5% | Added |
| Argent Advisors, Inc. | 10,630 | $949.0K | 0.44% | +1,620+18.0% | Added |
| Burney Co | 10,612 | $947.4K | 0.04% | −1,563−12.8% | Reduced |
| Mirabella Financial Services LLP | 10,597 | $946.1K | 0.11% | +10,597 | New |
| Copperleaf Capital, LLC | 10,574 | $944.1K | 0.88% | +1,286+13.8% | Added |
| Mechanics Financial Corp | 10,566 | $943.3K | 0.51% | −40−0.4% | Reduced |
| True North Advisors, LLC | 10,561 | $942.9K | 0.27% | −12,862−54.9% | Reduced |
| First United Bank Trust | 10,556 | $942.4K | 0.42% | −15−0.1% | Reduced |
| Archford Capital Strategies, LLC | 10,873 | $941.6K | 0.18% | +119+1.1% | Added |
| Ridgewood Investments LLC | 10,536 | $940.7K | 0.53% | +4,014+61.5% | Added |
| V Wealth Advisors LLC | 10,529 | $940.0K | 0.16% | −1,178−10.1% | Reduced |
| Chemung Canal Trust Co | 10,513 | $938.6K | 0.20% | −447−4.1% | Reduced |
| Covey Capital Advisors, LLC | 10,495 | $937.0K | 1.36% | +876+9.1% | Added |
| Acropolis Investment Management, LLC | 10,494 | $936.9K | 0.07% | −1,092−9.4% | Reduced |
| LBMC Investment Advisors, LLC | 10,484 | $936.0K | 0.09% | −909−8.0% | Reduced |
| Palumbo Wealth Management LLC | 10,466 | $934.4K | 0.57% | +740+7.6% | Added |
| MCF Advisors LLC | 10,462 | $934.0K | 0.08% | −731−6.5% | Reduced |
| Legacy Capital Group California, Inc. | 10,434 | $931.5K | 0.38% | +3,101+42.3% | Added |
| Baldwin Brothers Inc | 10,383 | $927.0K | 0.08% | −87−0.8% | Reduced |
| TriaGen Wealth Management LLC | 10,363 | $925.2K | 0.42% | 00.0% | Unchanged |
| Aries Wealth Management | 10,322 | $921.5K | 0.36% | −868−7.8% | Reduced |
| Meridian Financial Partners LLC | 10,660 | $919.0K | 0.55% | +10,660 | New |
| XML Financial, LLC | 10,291 | $918.8K | 0.11% | +275+2.7% | Added |
| First National Bank Sioux Falls | 10,266 | $916.5K | 0.58% | −31−0.3% | Reduced |
| Meitav Dash Investments Ltd | 10,310 | $916.2K | 0.01% | +896+9.5% | Added |
| Gables Capital Management Inc. | 10,251 | $915.2K | 0.60% | −1,585−13.4% | Reduced |
| DB Fitzpatrick & Co, Inc | 10,242 | $914.4K | 0.96% | −4,321−29.7% | Reduced |
| Buffington Mohr McNeal | 10,228 | $913.2K | 0.20% | −999−8.9% | Reduced |
| Symmetry Partners, LLC | 10,231 | $913.0K | 0.05% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 10,261 | $912.7K | 0.11% | −98−0.9% | Reduced |
| Essex Savings Bank | 10,170 | $908.0K | 0.30% | −1,419−12.2% | Reduced |
| Forte Capital LLC | 10,168 | $907.8K | 0.13% | −648−6.0% | Reduced |
| Marcum Wealth, LLC | 10,145 | $905.7K | 0.11% | +479+5.0% | Added |
| Nicolet Bankshares Inc | 11,758 | $905.5K | 0.26% | +1,193+11.3% | Added |
| TCG Advisory Services, LLC | 10,130 | $904.4K | 0.15% | +4,821+90.8% | Added |
| Inscription Capital, LLC | 10,126 | $904.1K | 0.28% | −2,595−20.4% | Reduced |
| Zullo Investment Group, Inc. | 10,124 | $903.9K | 0.52% | +933+10.2% | Added |
| Bremer Bank National Association | 10,108 | $902.4K | 0.17% | −65−0.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 10,089 | $900.7K | 0.49% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 10,084 | $900.3K | 0.61% | −2,391−19.2% | Reduced |
| Salvus Wealth Management, LLC | 10,059 | $898.1K | 0.69% | +128+1.3% | Added |
| Hartline Investment Corp | 10,051 | $897.4K | 0.15% | +22+0.2% | Added |
| Valley Brook Capital Group | 10,035 | $895.9K | 0.83% | −99−1.0% | Reduced |
| My Legacy Advisors, LLC | 9,896 | $895.3K | 0.35% | −7−0.1% | Reduced |
| Clear Creek Financial Management, LLC | 10,016 | $894.3K | 0.15% | −570−5.4% | Reduced |
| Old Point Trust & Financial Services N A | 10,007 | $893.4K | 0.37% | −1,211−10.8% | Reduced |
| O'Dell Group, LLC | 10,004 | $893.2K | 0.25% | +1,684+20.2% | Added |
| Anson Funds Management LP | 10,000 | $892.8K | 0.27% | −10,000−50.0% | Reduced |
| Wendell David Associates Inc | 9,973 | $890.0K | 0.10% | −200−2.0% | Reduced |