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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 8,528 | $761.4K | 0.23% | −167−1.9% | Reduced |
| Laffer Tengler Investments | 8,526 | $761.2K | 0.20% | +248+3.0% | Added |
| Sterling Investment Advisors, Ltd. | 8,515 | $760.3K | 0.25% | −1,445−14.5% | Reduced |
| InTrack Investment Management Inc | 8,504 | $759.3K | 0.62% | +377+4.6% | Added |
| Thoroughbred Financial Services, LLC | 8,500 | $758.0K | 0.10% | −1,522−15.2% | Reduced |
| Wolf Group Capital Advisors | 8,538 | $756.4K | 0.38% | −19−0.2% | Reduced |
| Investors Research Corp | 8,465 | $755.8K | 0.19% | −75−0.9% | Reduced |
| CoreFirst Bank & Trust | 8,457 | $755.0K | 0.53% | −557−6.2% | Reduced |
| Delta Capital Management LLC | 8,425 | $752.0K | 0.52% | −25−0.3% | Reduced |
| Silverlake Wealth Management LLC | 8,413 | $751.1K | 0.42% | −467−5.3% | Reduced |
| IVC Wealth Advisors LLC | 8,412 | $751.0K | 0.48% | −323−3.7% | Reduced |
| PFG Advisors | 8,408 | $750.7K | 0.06% | −463−5.2% | Reduced |
| Sonnipe Ltd | 8,403 | $750.2K | 0.10% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 8,397 | $749.7K | 0.00% | −1,579−15.8% | Reduced |
| Audent Global Asset Management, LLC | 8,385 | $748.6K | 0.89% | +8,385 | New |
| Successful Portfolios LLC | 8,375 | $747.7K | 0.64% | −2,698−24.4% | Reduced |
| Wills Financial Group, Inc. | 8,352 | $745.7K | 0.38% | −1,130−11.9% | Reduced |
| Resurgent Financial Advisors LLC | 8,342 | $744.8K | 0.49% | −95−1.1% | Reduced |
| Worth Financial Advisory Group, LLC | 8,304 | $741.4K | 0.69% | −1,125−11.9% | Reduced |
| EFG Asset Management (North America) Corp. | 8,267 | $737.9K | 0.16% | −471−5.4% | Reduced |
| Peddock Capital Advisors, LLC | 8,237 | $735.4K | 0.24% | −513−5.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,222 | $734.1K | 0.43% | +180+2.2% | Added |
| Unigestion Holding SA | 8,248 | $733.7K | 0.04% | −26,271−76.1% | Reduced |
| Chicago Capital, LLC | 8,188 | $731.0K | 0.03% | +81+1.0% | Added |
| Camden Capital, LLC | 8,180 | $730.3K | 0.08% | +903+12.4% | Added |
| Parisi Gray Wealth Management | 7,277 | $728.7K | 0.33% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 8,158 | $728.3K | 0.42% | +1,721+26.7% | Added |
| Signature Wealth Management Partners, LLC | 8,146 | $727.3K | 0.67% | −607−6.9% | Reduced |
| CX Institutional | 8,123 | $725.2K | 0.04% | +508+6.7% | Added |
| Hexagon Capital Partners LLC | 8,506 | $723.7K | 0.19% | +971+12.9% | Added |
| Huber Capital Management LLC | 8,100 | $723.2K | 0.17% | +8,100 | New |
| Dohj, LLC | 8,088 | $722.1K | 0.31% | +275+3.5% | Added |
| WESCAP Management Group, Inc. | 8,076 | $721.0K | 0.25% | −103−1.3% | Reduced |
| Angeles Wealth Management, LLC | 8,044 | $718.2K | 0.10% | −403−4.8% | Reduced |
| Valicenti Advisory Services Inc | 8,039 | $718.0K | 0.23% | −6,630−45.2% | Reduced |
| Quent Capital, LLC | 8,038 | $717.6K | 0.11% | −222−2.7% | Reduced |
| Live Oak Investment Partners | – | $717.4K | 0.60% | – | – |
| Indiana Trust & Investment Management CO | 8,025 | $716.5K | 0.37% | −489−5.7% | Reduced |
| Principal Street Partners, LLC | 8,024 | $716.4K | 0.17% | −306−3.7% | Reduced |
| Ted Buchan & Co | 8,023 | $716.3K | 0.55% | +1,785+28.6% | Added |
| United Bank | 7,995 | $713.8K | 0.41% | −381−4.5% | Reduced |
| Aull & Monroe Investment Management Corp | 7,980 | $712.5K | 0.36% | −6−0.1% | Reduced |
| Simon Quick Advisors, LLC | 7,970 | $711.6K | 0.07% | −328−4.0% | Reduced |
| Keystone Wealth Services, LLC | 7,952 | $710.0K | 0.27% | +72+0.9% | Added |
| Missouri Trust & Investment Co | 7,948 | $709.6K | 0.40% | +136+1.7% | Added |
| Central Bank & Trust Co | 7,947 | $709.5K | 0.12% | −297−3.6% | Reduced |
| Cooper Financial Group | 7,920 | $707.1K | 0.18% | −2,409−23.3% | Reduced |
| Dudley Capital Management, LLC | 7,916 | $706.7K | 0.48% | −475−5.7% | Reduced |
| Nichols & Pratt Advisers LLP | 7,882 | $703.7K | 0.05% | −1,010−11.4% | Reduced |
| FirstPurpose Wealth LLC | 7,873 | $702.9K | 0.30% | +100+1.3% | Added |
| Capital International Inc | 7,873 | $702.9K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7,848 | $700.6K | 0.09% | −394−4.8% | Reduced |
| Baldwin Investment Management, LLC | 7,833 | $699.3K | 0.12% | +80+1.0% | Added |
| Amplius Wealth Advisors, LLC | 7,828 | $698.9K | 0.09% | −439−5.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,814 | $697.7K | 0.46% | +28+0.4% | Added |
| Beacon Investment Advisors LLC | 7,812 | $697.5K | 0.48% | −198−2.5% | Reduced |
| Schulhoff & Co Inc | 7,809 | $697.2K | 0.32% | −152−1.9% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 7,798 | $696.2K | 0.92% | +3,184+69.0% | Added |
| Marietta Investment Partners LLC | 7,780 | $694.6K | 0.18% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 7,780 | $694.6K | 0.31% | +346+4.7% | Added |
| West Paces Advisors Inc. | 7,773 | $694.0K | 0.20% | −139−1.8% | Reduced |
| Goldstein Advisors, LLC | 7,771 | $693.8K | 0.15% | +106+1.4% | Added |
| Liberty Wealth Management LLC | 7,768 | $693.6K | 0.17% | −112−1.4% | Reduced |
| Prestige Wealth Management Group LLC | 7,759 | $692.7K | 0.16% | +4,097+111.9% | Added |
| Proffitt & Goodson Inc | 7,731 | $690.2K | 0.14% | −82−1.0% | Reduced |
| Broderick Brian C | 7,717 | $689.0K | 0.18% | +175+2.3% | Added |
| Providence Wealth Advisors, LLC | 7,662 | $688.0K | 0.76% | −750−8.9% | Reduced |
| Foster Dykema Cabot & Co Inc | 7,700 | $687.0K | 0.08% | +138+1.8% | Added |
| Sweet Financial Partners, LLC | 7,693 | $686.8K | 0.18% | +170+2.3% | Added |
| Tompkins Financial Corp | 7,681 | $685.8K | 0.11% | +77+1.0% | Added |
| Rosenbaum Jay D. | 7,652 | $683.2K | 1.10% | +264+3.6% | Added |
| Eagle Capital Management LLC | 7,619 | $680.2K | 0.00% | −2,978,163−99.7% | Reduced |
| StrategIQ Financial Group, LLC | 7,576 | $676.3K | 0.08% | +42+0.6% | Added |
| Armstrong, Fleming & Moore, Inc | 7,566 | $675.5K | 0.62% | +7,566 | New |
| Cedar Brook Financial Partners, LLC | 7,559 | $674.9K | 0.16% | +1,243+19.7% | Added |
| Hall Private Wealth Advisors | 7,545 | $673.6K | 0.36% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,510 | $672.0K | 0.50% | −342−4.4% | Reduced |
| Comerica Securities,inc. | 7,521 | $671.5K | 0.05% | +123+1.7% | Added |
| Burke & Herbert Bank & Trust Co | 7,513 | $670.8K | 0.45% | −1,819−19.5% | Reduced |
| Zenyatta Capital Management LP | 7,500 | $669.6K | 0.43% | −27,500−78.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,491 | $668.8K | 0.31% | +46+0.6% | Added |
| Westwood Wealth Management | 7,490 | $668.7K | 0.50% | −5−0.1% | Reduced |
| Marino, Stram & Associates LLC | 7,479 | $667.8K | 0.19% | +3,235+76.2% | Added |
| Mainstay Capital Management LLC | 7,474 | $667.3K | 0.12% | −150−2.0% | Reduced |
| Arnhold LLC | 7,464 | $666.4K | 0.08% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 7,452 | $665.3K | 0.04% | −36,706−83.1% | Reduced |
| Parametrica Management Ltd | 7,445 | $664.7K | 1.28% | +7,445 | New |
| Matrix Private Capital Group LLC | 7,444 | $664.6K | 0.49% | −1,533−17.1% | Reduced |
| Grove Bank & Trust | 7,443 | $664.5K | 0.13% | −577−7.2% | Reduced |
| Bank of New Hampshire | 7,437 | $664.0K | 0.19% | −810−9.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,435 | $663.8K | 0.43% | +329+4.6% | Added |
| Cassaday & Co Wealth Management LLC | 7,431 | $663.4K | 0.03% | −907−10.9% | Reduced |
| Saybrook Capital | 7,400 | $661.0K | 0.20% | 00.0% | Unchanged |
| XR Securities LLC | 7,402 | $660.9K | 1.02% | +2,750+59.1% | Added |
| Chatham Capital Group, Inc. | 7,386 | $659.4K | 0.14% | −395−5.1% | Reduced |
| Global Trust Asset Management, LLC | 7,353 | $656.5K | 0.29% | −271−3.6% | Reduced |
| Oak Family Advisors, LLC | 7,353 | $656.5K | 0.31% | +20.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,340 | $655.3K | 0.11% | −1,394−16.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 7,334 | $654.7K | 0.05% | −446−5.7% | Reduced |
| St. Johns Investment Management Company, LLC | 7,321 | $653.6K | 0.36% | −495−6.3% | Reduced |