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 |
|---|---|---|---|---|---|
| Chesapeake Asset Management LLC | 9,906 | $884.4K | 0.80% | +34+0.3% | Added |
| Apriem Advisors | 9,903 | $884.2K | 0.13% | +18+0.2% | Added |
| Fred Alger Management, LLC | 9,891 | $883.1K | 0.00% | −1,051,840−99.1% | Reduced |
| Vance Wealth, Inc. | 9,883 | $882.4K | 0.40% | +250+2.6% | Added |
| Pinebridge Investments, L.P. | 9,875 | $881.6K | 0.01% | −77,990−88.8% | Reduced |
| Wintrust Investments LLC | 9,857 | $880.0K | 0.09% | −7,244−42.4% | Reduced |
| LJI Wealth Management, LLC | 9,808 | $875.7K | 0.26% | +595+6.5% | Added |
| Consolidated Portfolio Review Corp | 9,804 | $875.3K | 0.21% | +221+2.3% | Added |
| Bank of Stockton | 9,779 | $873.1K | 0.30% | −489−4.8% | Reduced |
| Cape Investment Advisory, Inc. | 9,768 | $872.0K | 0.49% | +534+5.8% | Added |
| Highline Wealth Partners LLC | 9,712 | $867.1K | 0.55% | +12+0.1% | Added |
| Icon Advisers Inc | 9,700 | $866.0K | 0.22% | 00.0% | Unchanged |
| TLWM | 9,698 | $865.8K | 0.25% | +85+0.9% | Added |
| Hunter Perkins Capital Management, LLC | 9,674 | $864.0K | 0.18% | +264+2.8% | Added |
| Garrison Point Advisors, LLC | 9,677 | $864.0K | 0.62% | +94+1.0% | Added |
| Grimes & Company, Inc. | 9,663 | $862.7K | 0.03% | −331−3.3% | Reduced |
| Millennium Capital Advisors, LLC | 9,660 | $862.5K | 0.71% | +8+0.1% | Added |
| Mayflower Financial Advisors, LLC | 9,644 | $861.1K | 0.11% | −1,002−9.4% | Reduced |
| Greenup Street Wealth Management LLC | 9,644 | $861.0K | 0.24% | +145+1.5% | Added |
| Endurance Wealth Management, Inc. | 9,651 | $861.0K | 0.12% | −900−8.5% | Reduced |
| Lakeview Capital Partners, LLC | 9,643 | $860.9K | 0.16% | +2,011+26.3% | Added |
| Eastern Bank | 9,639 | $860.6K | 0.04% | −22,496−70.0% | Reduced |
| Credential Qtrade Securities Inc. | 9,628 | $859.6K | 0.05% | +1,513+18.6% | Added |
| Resource Consulting Group Inc | 9,612 | $858.2K | 0.17% | +3,129+48.3% | Added |
| JT Stratford LLC | 9,601 | $857.2K | 0.23% | −2,451−20.3% | Reduced |
| Tilt Investment Management Holdings, PBC | 9,588 | $856.0K | 0.57% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9,542 | $851.9K | 0.16% | +150+1.6% | Added |
| Finer Wealth Management, Inc. | 9,531 | $850.9K | 0.66% | +205+2.2% | Added |
| Etesian Wealth Advisors, Inc. | 9,522 | $850.1K | 0.55% | −234−2.4% | Reduced |
| Alliance Wealth Advisors, LLC | 9,481 | $846.4K | 0.31% | +648+7.3% | Added |
| Eqis Capital Management, Inc. | 9,454 | $844.1K | 0.09% | +1,363+16.8% | Added |
| Strong Tower Advisory Services | 9,443 | $843.1K | 0.40% | +474+5.3% | Added |
| Nadler Financial Group, Inc. | 9,392 | $838.5K | 0.12% | +225+2.5% | Added |
| Hayek Kallen Investment Management | 9,375 | $837.0K | 0.36% | +570+6.5% | Added |
| Polaris Wealth Advisory Group, LLC | 9,355 | $835.2K | 0.06% | +4,694+100.7% | Added |
| Tobam | 9,357 | $835.0K | 0.06% | −387−4.0% | Reduced |
| Intact Investment Management Inc. | 9,350 | $834.8K | 0.03% | +2,550+37.5% | Added |
| Y.D. More Investments Ltd | 9,346 | $834.2K | 0.21% | −1,606−14.7% | Reduced |
| ZWJ Investment Counsel Inc | 9,341 | $834.0K | 0.04% | +89+1.0% | Added |
| Piscataqua Savings Bank | 9,303 | $830.5K | 0.68% | −29−0.3% | Reduced |
| RMR Wealth Builders | 9,299 | $830.2K | 0.14% | +9+0.1% | Added |
| Cypress Wealth Services, LLC | 9,703 | $830.2K | 0.22% | +130+1.4% | Added |
| Enterprise Bank & Trust Co | 9,264 | $827.1K | 0.32% | +406+4.6% | Added |
| Vident Investment Advisory, LLC | 9,262 | $826.9K | 0.03% | −4,442−32.4% | Reduced |
| BlueCrest Capital Management Ltd | 9,217 | $822.9K | 0.11% | −4,103−30.8% | Reduced |
| Octavia Wealth Advisors, LLC | 9,208 | $822.1K | 0.17% | +135+1.5% | Added |
| Jupiter Wealth Management LLC | 9,195 | $820.9K | 0.70% | −1,729−15.8% | Reduced |
| Monterey Private Wealth, Inc. | 9,145 | $816.4K | 0.40% | −14−0.2% | Reduced |
| Secure Asset Management, LLC | 9,129 | $815.0K | 0.25% | −1,365−13.0% | Reduced |
| First County Bank | 9,116 | $813.9K | 0.39% | +289+3.3% | Added |
| Armstrong Henry H Associates Inc | 9,115 | $813.8K | 0.09% | 00.0% | Unchanged |
| Hilltop Partners LLC | 9,096 | $812.1K | 0.34% | +9,096 | New |
| Dearborn Partners LLC | 9,087 | $811.3K | 0.03% | −600−6.2% | Reduced |
| Bridge Advisory, LLC | 9,086 | $811.2K | 0.30% | +85+0.9% | Added |
| White Pine Capital LLC | 9,081 | $810.7K | 0.30% | +166+1.9% | Added |
| Oakworth Capital, Inc. | 9,030 | $806.2K | 0.07% | −1,646−15.4% | Reduced |
| Samalin Investment Counsel, LLC | 9,017 | $805.1K | 0.44% | −951−9.5% | Reduced |
| Bank of Hawaii | 9,015 | $804.9K | 0.04% | −525−5.5% | Reduced |
| Humankind Investments LLC | 9,010 | $804.4K | 0.31% | +5,753+176.6% | Added |
| Lumina Fund Management LLC | 9,000 | $804.0K | 0.36% | 00.0% | Unchanged |
| Barbara Oil Co. | 9,000 | $803.5K | 0.37% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 8,998 | $803.3K | 0.11% | −221−2.4% | Reduced |
| Navalign, LLC | 8,972 | $801.0K | 0.32% | +237+2.7% | Added |
| Harbor Investment Advisory, LLC | 8,966 | $800.5K | 0.11% | +535+6.3% | Added |
| HF Advisory Group, LLC | 8,944 | $798.5K | 0.63% | +427+5.0% | Added |
| Founders Financial Alliance, LLC | 8,922 | $796.5K | 0.31% | −2,164−19.5% | Reduced |
| TCM Advisors, LLC | – | $794.6K | 0.34% | – | – |
| Cim Investment Mangement Inc | 8,900 | $794.6K | 0.27% | +21+0.2% | Added |
| Harbour Capital Advisors, LLC | 8,779 | $794.5K | 0.23% | −6,708−43.3% | Reduced |
| US Asset Management LLC | 8,880 | $793.0K | 0.84% | −8−0.1% | Reduced |
| Alta Wealth Advisors LLC | 8,867 | $791.6K | 0.46% | −221−2.4% | Reduced |
| Mystic Asset Management, Inc. | 8,863 | $791.3K | 0.42% | −385−4.2% | Reduced |
| Viawealth, LLC | 8,858 | $790.8K | 0.59% | −590−6.2% | Reduced |
| Pflug Koory, LLC | 8,857 | $790.8K | 0.40% | +95+1.1% | Added |
| Apexium Financial, LP | 8,851 | $790.2K | 0.07% | +113+1.3% | Added |
| Financial Architects, Inc | 8,849 | $790.0K | 0.12% | −425−4.6% | Reduced |
| Rocky Mountain Advisers, LLC | 7,876 | $788.6K | 0.42% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 8,702 | $787.6K | 0.32% | −526−5.7% | Reduced |
| Oxler Private Wealth LLC | 8,805 | $786.1K | 0.37% | +92+1.1% | Added |
| Profit Investment Management, LLC | 8,793 | $785.0K | 0.51% | +1,455+19.8% | Added |
| Alps Advisors Inc | 8,780 | $783.9K | 0.01% | +3,357+61.9% | Added |
| ERn Financial, LLC | 8,754 | $781.6K | 0.16% | +318+3.8% | Added |
| Sandhill Capital Partners LLC | 8,753 | $781.5K | 0.07% | −231,910−96.4% | Reduced |
| Carr Financial Group Corp | 8,739 | $780.2K | 0.31% | −500−5.4% | Reduced |
| Davis-Rea Ltd. | 8,720 | $778.5K | 0.44% | −13,497−60.8% | Reduced |
| Abacus Planning Group, Inc. | 8,700 | $776.7K | 0.19% | +6+0.1% | Added |
| Biltmore Family Office, LLC | 8,693 | $776.1K | 0.16% | +165+1.9% | Added |
| Exencial Wealth Advisors, LLC | 8,692 | $776.1K | 0.04% | −55,758−86.5% | Reduced |
| Gradient Investments LLC | 8,686 | $775.5K | 0.02% | +129+1.5% | Added |
| Aberdeen Wealth Management LLC | 8,659 | $773.1K | 0.56% | +55+0.6% | Added |
| Cyndeo Wealth Partners, LLC | 8,656 | $772.8K | 0.08% | −1,749−16.8% | Reduced |
| Investment Partners, Ltd. | 8,636 | $771.0K | 0.40% | −38−0.4% | Reduced |
| Accredited Investors Inc. | 8,617 | $769.3K | 0.05% | −97−1.1% | Reduced |
| Nikulski Financial, Inc. | 8,612 | $768.8K | 0.32% | +782+10.0% | Added |
| ISAM Funds (UK) Ltd | 8,593 | $767.2K | 0.69% | +8,593 | New |
| McDonough Capital Management, Inc | 8,570 | $765.1K | 0.70% | −2,106−19.7% | Reduced |
| Tectonic Advisors LLC | 8,562 | $764.4K | 0.09% | +1,343+18.6% | Added |
| IMS Capital Management | 8,553 | $763.7K | 0.42% | −21,085−71.1% | Reduced |
| Berger Financial Group, Inc | 8,549 | $763.3K | 0.09% | −774−8.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 8,537 | $762.0K | 0.05% | +136+1.6% | Added |