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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 6,393 | $570.8K | 0.16% | −810−11.2% | Reduced |
| Palogic Value Management, L.P. | 6,377 | $569.3K | 0.27% | −22−0.3% | Reduced |
| MGO Private Wealth, LLC | 6,361 | $567.9K | 0.43% | −915−12.6% | Reduced |
| King Wealth | 6,336 | $566.0K | 0.11% | −876−12.1% | Reduced |
| Berkeley Capital Partners, LLC | 6,335 | $565.6K | 0.20% | −181−2.8% | Reduced |
| Whitener Capital Management, Inc. | 6,335 | $565.6K | 0.22% | 00.0% | Unchanged |
| Avenir Corp | 6,320 | $564.3K | 0.05% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 6,317 | $564.0K | 0.35% | −2,450−27.9% | Reduced |
| Excalibur Management Corp | 6,280 | $560.7K | 0.29% | −164−2.5% | Reduced |
| Fox Run Management, L.L.C. | 6,266 | $559.4K | 0.16% | +783+14.3% | Added |
| Retirement Planning Co of New England, Inc. | 6,243 | $557.4K | 0.32% | −282−4.3% | Reduced |
| Spinnaker Trust | 6,227 | $555.9K | 0.04% | −1,280−17.1% | Reduced |
| Kapstone Financial Advisors LLC | 6,232 | $554.9K | 0.46% | −1,689−21.3% | Reduced |
| Coastwise Capital Group, LLC | 6,211 | $554.5K | 0.63% | +1,060+20.6% | Added |
| Lifeworks Advisors, LLC | 6,199 | $553.4K | 0.24% | +13+0.2% | Added |
| Rational Advisors LLC | 6,186 | $552.3K | 0.05% | +5,837+1,672.5% | Added |
| TFG Advisers LLC | 6,181 | $551.8K | 0.25% | −1,191−16.2% | Reduced |
| First Pacific Financial | 6,180 | $551.8K | 0.23% | +130+2.1% | Added |
| S. R. Schill & Associates | 6,166 | $550.5K | 0.25% | −2,135−25.7% | Reduced |
| Milestone Asset Management, LLC | 6,155 | $549.5K | 0.24% | −146−2.3% | Reduced |
| Advisory Alpha, LLC | 6,154 | $549.5K | 0.03% | +552+9.9% | Added |
| Apella Capital, LLC | 6,153 | $549.4K | 0.04% | +6,153 | New |
| Veracity Capital LLC | 6,153 | $549.3K | 0.23% | +103+1.7% | Added |
| Beaumont Asset Management, L.L.C. | 6,148 | $548.9K | 0.42% | +73+1.2% | Added |
| Paloma Partners Management Co | 6,135 | $547.7K | 0.13% | +6,135 | New |
| Delta Investment Management, LLC | 6,132 | $547.5K | 0.15% | −42−0.7% | Reduced |
| PDS Planning, Inc | 6,129 | $547.2K | 0.07% | −1,496−19.6% | Reduced |
| One River Asset Management, LLC | 6,147 | $546.8K | 0.43% | +1,507+32.5% | Added |
| Forza Wealth Management, LLC | 6,120 | $546.4K | 0.28% | −480−7.3% | Reduced |
| PAX Financial Group, LLC | 6,117 | $546.1K | 0.12% | +567+10.2% | Added |
| Mathes Company, Inc. | 6,115 | $546.0K | 0.24% | +6,115 | New |
| Alhambra Investment Partners LLC | 6,104 | $544.9K | 0.36% | −346−5.4% | Reduced |
| CastleKnight Management LP | 6,100 | $544.6K | 0.11% | +900+17.3% | Added |
| Holderness Investments Co | 6,098 | $544.5K | 0.20% | −712−10.5% | Reduced |
| Vicus Capital | 6,090 | $543.7K | 0.06% | −220−3.5% | Reduced |
| Harvest Volatility Management LLC | 6,089 | $543.6K | 0.11% | +82+1.4% | Added |
| Mason & Associates Inc | 6,082 | $543.0K | 0.16% | +44+0.7% | Added |
| Baystate Wealth Management LLC | 6,075 | $542.4K | 0.04% | +818+15.6% | Added |
| Edge Capital Group, LLC | 6,053 | $540.4K | 0.03% | −494−7.5% | Reduced |
| Foster Group, Inc. | 6,052 | $540.3K | 0.03% | −18−0.3% | Reduced |
| Balentine LLC | 6,049 | $540.1K | 0.02% | −4,265−41.4% | Reduced |
| Keeley-Teton Advisors, LLC | 6,039 | $539.2K | 0.07% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 6,034 | $538.7K | 0.37% | −2,776−31.5% | Reduced |
| Diversified, LLC | 6,028 | $538.2K | 0.14% | −320−5.0% | Reduced |
| ORG Partners LLC | 5,954 | $538.0K | 0.09% | +5,954 | New |
| Aaron Wealth Advisors | 6,016 | $537.1K | 0.07% | −584−8.8% | Reduced |
| Boothbay Fund Management, LLC | 6,008 | $536.4K | 0.02% | +6,008 | New |
| Regents of the University of California | 6,000 | $535.7K | 0.07% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,994 | $535.2K | 0.06% | −127−2.1% | Reduced |
| Harvey Investment Co LLC | 5,988 | $535.0K | 0.07% | −100−1.6% | Reduced |
| Drive Wealth Management, LLC | 5,963 | $532.4K | 0.20% | −1,285−17.7% | Reduced |
| Wellington Shields Capital Management, LLC | 5,956 | $531.8K | 0.06% | −132−2.2% | Reduced |
| Prosperity Financial Group, Inc. | 5,945 | $530.8K | 0.47% | +622+11.7% | Added |
| Flynn Zito Capital Management, LLC | 5,939 | $530.2K | 0.36% | +200+3.5% | Added |
| Personal Cfo Solutions, LLC | 5,935 | $529.9K | 0.11% | +1,275+27.4% | Added |
| Consilium Wealth Advisory, LLC | 5,934 | $529.8K | 0.37% | +417+7.6% | Added |
| Centurion Wealth Management LLC | 5,929 | $529.3K | 0.26% | +20.0% | Added |
| Crawford Investment Counsel Inc | 5,919 | $528.4K | 0.01% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 5,903 | $528.2K | 0.21% | +5,903 | New |
| Sentry LLC | 5,914 | $528.0K | 0.11% | 00.0% | Unchanged |
| FLC Capital Advisors | 5,904 | $527.1K | 0.15% | −1,067−15.3% | Reduced |
| River Street Advisors LLC | 5,900 | $526.8K | 0.50% | −144−2.4% | Reduced |
| Altus Wealth Group LLC | 5,891 | $525.9K | 0.32% | −173−2.9% | Reduced |
| Botty Investors LLC | 5,885 | $525.4K | 0.20% | −80−1.3% | Reduced |
| Blue Edge Capital, LLC | 5,884 | $525.3K | 0.11% | −209−3.4% | Reduced |
| Phocas Financial Corp. | 5,867 | $523.8K | 0.07% | −200−3.3% | Reduced |
| Kensington Investment Counsel, LLC | 5,865 | $523.6K | 0.33% | −861−12.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,862 | $523.3K | 0.39% | −1,665−22.1% | Reduced |
| Equitable Trust Co | 5,858 | $523.0K | 0.04% | +38+0.7% | Added |
| Union Savings Bank | 5,876 | $522.3K | 0.31% | +5,876 | New |
| Geller Advisors LLC | 5,845 | $521.8K | 0.07% | +2,401+69.7% | Added |
| Masso Torrence Wealth Management Inc. | 5,843 | $521.7K | 0.38% | +2,060+54.5% | Added |
| Community Bank & Trust, Waco, Texas | 5,838 | $521.0K | 0.16% | −1,520−20.7% | Reduced |
| Tiemann Investment Advisors, LLC | 5,830 | $520.5K | 0.27% | −107−1.8% | Reduced |
| Global Financial Private Client, LLC | 5,736 | $519.1K | 0.26% | −27−0.5% | Reduced |
| WP Advisors, LLC | 5,808 | $518.5K | 0.21% | +952+19.6% | Added |
| Wilkins Investment Counsel Inc | 5,800 | $518.0K | 0.14% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 5,795 | $517.3K | 0.09% | −1,698−22.7% | Reduced |
| Tran Capital Management, L.P. | 5,787 | $516.7K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 5,787 | $516.7K | 0.23% | −80−1.4% | Reduced |
| Curi Capital | 5,786 | $516.5K | 0.07% | −225−3.7% | Reduced |
| FourThought Financial Partners, LLC | 5,785 | $516.5K | 0.07% | −195−3.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,776 | $515.7K | 0.46% | −12−0.2% | Reduced |
| Intrua Financial, LLC | 5,757 | $514.0K | 0.09% | +723+14.4% | Added |
| Golden State Equity Partners | 5,753 | $513.6K | 0.14% | +5,753 | New |
| Crescent Sterling, Ltd. | 5,741 | $512.5K | 0.49% | −273−4.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 5,740 | $512.5K | 0.23% | +5,740 | New |
| Athena Investment Management | 5,739 | $512.4K | 0.35% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5,729 | $511.5K | 0.32% | −859−13.0% | Reduced |
| Trustmark National Bank Trust Department | 5,719 | $510.6K | 0.05% | −175−3.0% | Reduced |
| Bridgeworth, LLC | 5,707 | $509.5K | 0.06% | −1,191−17.3% | Reduced |
| Reitz Capital Advisors LLC | 5,707 | $509.5K | 0.47% | −958−14.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 5,701 | $509.0K | 0.11% | −347−5.7% | Reduced |
| Bluesphere Advisors, LLC | 5,687 | $507.7K | 0.35% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,671 | $506.3K | 0.09% | +820+16.9% | Added |
| Carson Advisory Inc. | 5,668 | $506.0K | 0.43% | +170+3.1% | Added |
| Mark Stevens | 5,665 | $505.8K | 0.07% | +75+1.3% | Added |
| Hedges Asset Management LLC | 5,660 | $505.3K | 0.43% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 5,654 | $504.8K | 0.12% | −1,300−18.7% | Reduced |
| Waterfront Wealth Inc. | 5,833 | $501.9K | 0.15% | −125−2.1% | Reduced |