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 |
|---|---|---|---|---|---|
| Montis Financial, LLC | 7,316 | $653.2K | 0.43% | −3,377−31.6% | Reduced |
| Youngs Advisory Group, Inc. | 7,309 | $652.5K | 0.36% | +3,017+70.3% | Added |
| DeDora Capital, Inc. | 7,307 | $652.4K | 0.25% | +98+1.4% | Added |
| Vigilant Capital Management, LLC | 7,297 | $651.0K | 0.05% | −1,034−12.4% | Reduced |
| RVW Wealth, LLC | 7,290 | $650.8K | 0.08% | −1,202−14.2% | Reduced |
| Glassman Wealth Services | 7,283 | $650.3K | 0.10% | −457−5.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 7,275 | $649.5K | 0.12% | +245+3.5% | Added |
| Aspen Wealth Strategies, LLC | 7,256 | $647.8K | 0.49% | +3,529+94.7% | Added |
| BFT Financial Group, LLC | 7,246 | $646.9K | 0.07% | +299+4.3% | Added |
| Landaas & Co | 7,223 | $645.0K | 0.28% | −117−1.6% | Reduced |
| Cape Ann Savings Bank | 7,203 | $643.1K | 0.43% | +780+12.1% | Added |
| Oak Asset Management, LLC | 7,187 | $641.7K | 0.27% | −198−2.7% | Reduced |
| Teza Capital Management LLC | 7,178 | $640.9K | 0.10% | +7,178 | New |
| CenterStar Asset Management, LLC | 7,173 | $640.4K | 0.58% | +2,432+51.3% | Added |
| Valmark Advisers, Inc. | 7,172 | $640.3K | 0.01% | +1,362+23.4% | Added |
| Pacific Sun Financial Corp | 6,377 | $638.6K | 0.43% | +6,377 | New |
| Ipswich Investment Management Co., Inc. | 7,136 | $637.1K | 0.17% | −135−1.9% | Reduced |
| Hardy Reed LLC | 7,126 | $636.2K | 0.11% | −113−1.6% | Reduced |
| PBMares Wealth Management LLC | 7,109 | $634.6K | 0.23% | −21−0.3% | Reduced |
| Weaver Consulting Group | 7,108 | $634.6K | 0.28% | +5+0.1% | Added |
| Traphagen Investment Advisors LLC | 7,106 | $634.4K | 0.08% | +3,074+76.2% | Added |
| Fidelis Capital Partners, LLC | 7,099 | $633.8K | 0.23% | +674+10.5% | Added |
| Pine Haven Investment Counsel, Inc | 7,086 | $632.6K | 0.63% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 7,079 | $632.0K | 0.44% | +25+0.4% | Added |
| Breakwater Capital Group | 7,077 | $631.8K | 0.23% | +368+5.5% | Added |
| Hohimer Wealth Management, LLC | 7,064 | $630.7K | 0.17% | −88−1.2% | Reduced |
| Stiles Financial Services Inc | 7,057 | $630.0K | 0.31% | −898−11.3% | Reduced |
| Legacy Financial Advisors, Inc. | 7,051 | $629.5K | 0.12% | +989+16.3% | Added |
| LaFleur & Godfrey LLC | 7,047 | $629.2K | 0.09% | −189−2.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7,045 | $629.0K | 0.13% | +53+0.8% | Added |
| Fulton Breakefield Broenniman LLC | 7,033 | $627.9K | 0.05% | +222+3.3% | Added |
| Chicago Partners Investment Group LLC | 7,263 | $626.8K | 0.03% | +223+3.2% | Added |
| Oxford Financial Group Ltd | 7,019 | $626.7K | 0.06% | +1,197+20.6% | Added |
| WNY Asset Management, LLC | 7,017 | $626.5K | 0.13% | +887+14.5% | Added |
| Johnson Financial Group, Inc. | 7,003 | $625.2K | 0.04% | +2,581+58.4% | Added |
| Gillespie Robinson & Grimm Inc | 7,000 | $625.0K | 0.06% | −2,449−25.9% | Reduced |
| 9258 Wealth Management, LLC | 7,000 | $625.0K | 0.12% | −257−3.5% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 7,000 | $625.0K | 0.45% | −1,093,000−99.4% | Reduced |
| Black Swift Group, LLC | 7,000 | $625.0K | 0.21% | 00.0% | Unchanged |
| First Command Bank | 6,979 | $623.1K | 0.06% | +408+6.2% | Added |
| First Command Financial Services, Inc. | 6,979 | $623.1K | 0.06% | +408+6.2% | Added |
| Dumont & Blake Investment Advisors LLC | 6,979 | $623.0K | 0.20% | −179−2.5% | Reduced |
| Accretive Wealth Partners, LLC | 6,973 | $622.6K | 0.37% | +220+3.3% | Added |
| Prosperity Consulting Group, LLC | 6,964 | $621.8K | 0.38% | −78−1.1% | Reduced |
| Integrated Investment Consultants, LLC | 6,960 | $621.4K | 0.20% | −241−3.3% | Reduced |
| Patten Group, Inc. | 6,943 | $619.9K | 0.18% | −768−10.0% | Reduced |
| QP Wealth Management, LLC | 6,930 | $618.7K | 0.98% | +784+12.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,911 | $617.0K | 0.05% | −1,825−20.9% | Reduced |
| Soltis Investment Advisors LLC | 6,901 | $616.1K | 0.07% | +48+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 6,901 | $616.1K | 0.11% | +6,901 | New |
| Peoples Financial Services Corp. | 6,886 | $614.8K | 0.28% | 00.0% | Unchanged |
| Lake Street Financial LLC | 6,882 | $614.5K | 0.11% | −356−4.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,874 | $613.7K | 0.20% | +6,874 | New |
| Acorn Wealth Advisors, LLC | 6,874 | $613.7K | 0.42% | +480+7.5% | Added |
| Edentree Asset Management Ltd | 6,850 | $611.4K | 0.21% | +6,850 | New |
| James Investment Research Inc | 6,837 | $610.4K | 0.08% | −1,507−18.1% | Reduced |
| Wallace Advisory Group, LLC | 6,096 | $610.4K | 0.46% | 00.0% | Unchanged |
| First Community Trust NA | 6,833 | $610.0K | 0.68% | −40−0.6% | Reduced |
| LGL Partners, LLC | 6,833 | $610.0K | 0.10% | +356+5.5% | Added |
| Valley National Advisers Inc | 6,816 | $609.0K | 0.10% | −675−9.0% | Reduced |
| American Financial Advisors, LLC | 6,790 | $606.2K | 0.09% | −592−8.0% | Reduced |
| Beacon Financial Group | 6,805 | $605.0K | 0.08% | −910−11.8% | Reduced |
| Optas, LLC | 6,767 | $604.2K | 0.20% | +424+6.7% | Added |
| Independent Solutions Wealth Management, LLC | 6,765 | $604.0K | 0.16% | −132−1.9% | Reduced |
| Citizens & Northern Corp | 6,755 | $603.1K | 0.23% | −59−0.9% | Reduced |
| Wellspring Financial Advisors, LLC | 6,754 | $603.0K | 0.17% | +3,210+90.6% | Added |
| Aureus Asset Management, LLC | 6,751 | $602.7K | 0.05% | −1,250−15.6% | Reduced |
| WealthTrust Axiom LLC | 6,737 | $601.5K | 0.20% | −686−9.2% | Reduced |
| Blackhawk Capital Partners LLC. | 6,737 | $601.5K | 0.42% | −16,802−71.4% | Reduced |
| Ledyard National Bank | 6,724 | $600.3K | 0.07% | +363+5.7% | Added |
| Plante Moran Financial Advisors, LLC | 6,722 | $600.1K | 0.07% | +1,095+19.5% | Added |
| BBR Partners, LLC | 6,721 | $600.1K | 0.07% | −576−7.9% | Reduced |
| Qsemble Capital Management, LP | 6,700 | $598.2K | 0.42% | +6,700 | New |
| Sheets Smith Wealth Management | 6,665 | $595.1K | 0.09% | +54+0.8% | Added |
| Greenfield Savings Bank | 6,653 | $594.0K | 0.40% | −401−5.7% | Reduced |
| First Heartland Consultants, Inc. | 6,647 | $593.5K | 0.08% | +42+0.6% | Added |
| Corundum Group, Inc. | 6,624 | $591.4K | 0.29% | −3,444−34.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,618 | $590.8K | 0.27% | −251−3.7% | Reduced |
| American Money Management, LLC | 6,606 | $589.8K | 0.15% | +164+2.5% | Added |
| Legacy Bridge, LLC | 6,596 | $588.9K | 0.39% | −500−7.0% | Reduced |
| Formidable Asset Management, LLC | 6,591 | $588.0K | 0.13% | +23+0.4% | Added |
| LCM Capital Management Inc | 6,585 | $587.9K | 0.48% | +141+2.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 6,584 | $587.8K | 0.34% | +96+1.5% | Added |
| KG&L Capital Management,LLC | 6,578 | $587.3K | 0.28% | −1,832−21.8% | Reduced |
| Wedmont Private Capital | 6,613 | $586.0K | 0.06% | −1,954−22.8% | Reduced |
| Barton Investment Management | 6,554 | $585.1K | 0.09% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 6,552 | $584.9K | 0.11% | +220+3.5% | Added |
| Gleason Group, Inc. | 6,547 | $584.5K | 0.15% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 6,512 | $581.4K | 0.04% | −313−4.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,509 | $581.2K | 0.24% | −311−4.6% | Reduced |
| Front Row Advisors LLC | 6,504 | $581.0K | 0.26% | −147−2.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 6,492 | $579.6K | 0.16% | −50−0.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,481 | $578.6K | 0.43% | −1,325−17.0% | Reduced |
| Detalus Advisors, LLC | 6,457 | $576.4K | 0.26% | +200+3.2% | Added |
| Engineers Gate Manager LP | 6,448 | $575.7K | 0.02% | −25,043−79.5% | Reduced |
| Eclectic Associates Inc | 6,448 | $575.7K | 0.28% | +44+0.7% | Added |
| Westbourne Investment Advisors, Inc. | 6,443 | $575.0K | 0.26% | −1,451−18.4% | Reduced |
| Sabal Trust CO | 6,430 | $574.1K | 0.04% | +6,430 | New |
| Bray Capital Advisors | 6,408 | $572.1K | 0.17% | −661−9.4% | Reduced |
| Twin Lakes Capital Management, LLC | 6,395 | $571.0K | 0.41% | −11−0.2% | Reduced |