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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 5,574 | $500.5K | 0.09% | +177+3.3% | Added |
| Old North State Trust, LLC | 5,598 | $500.0K | 0.37% | −288−4.9% | Reduced |
| LSV Asset Management | 5,600 | $500.0K | 0.00% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,584 | $498.5K | 0.01% | −5−0.1% | Reduced |
| Pinnacle Bancorp, Inc. | 5,580 | $498.2K | 0.17% | +178+3.3% | Added |
| Coastline Trust Co | 5,566 | $496.9K | 0.07% | −4,162−42.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,566 | $496.9K | 0.18% | +795+16.7% | Added |
| Visionary Wealth Advisors | 5,565 | $496.9K | 0.04% | −164−2.9% | Reduced |
| Silver Oak Securities, Inc | 5,560 | $496.0K | 0.08% | +53+1.0% | Added |
| Addison Advisors LLC | 5,554 | $495.9K | 0.24% | −327−5.6% | Reduced |
| Cornerstone Wealth Group, LLC | 5,549 | $495.5K | 0.09% | +876+18.7% | Added |
| Morton Capital Management LLC | 5,535 | $494.2K | 0.17% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,525 | $493.3K | 0.08% | −2,119−27.7% | Reduced |
| Manchester Capital Management LLC | 5,522 | $493.0K | 0.07% | −6,569−54.3% | Reduced |
| GFG Capital, LLC | 5,515 | $492.4K | 0.09% | +111+2.1% | Added |
| KRS Capital Management, LLC | 5,466 | $488.0K | 0.49% | −535−8.9% | Reduced |
| Allstate Corp | 5,462 | $487.6K | 0.03% | −770−12.4% | Reduced |
| LVZ Advisors, Inc. | 5,438 | $485.5K | 0.07% | +5,438 | New |
| Advisor OS, LLC | 5,416 | $483.5K | 0.08% | +3,390+167.3% | Added |
| Castle Rock Wealth Management, LLC | 5,390 | $483.1K | 0.17% | +76+1.4% | Added |
| Hemington Wealth Management | 5,407 | $482.0K | 0.20% | −1,105−17.0% | Reduced |
| Platte River Wealth Advisors, LLC | 5,398 | $481.9K | 0.17% | +1,825+51.1% | Added |
| PSI Advisors, LLC | 5,398 | $481.9K | 0.21% | +417+8.4% | Added |
| Twelve Points Wealth Management LLC | 5,387 | $481.0K | 0.26% | +165+3.2% | Added |
| Spinnaker Investment Group, LLC | 5,380 | $480.4K | 0.16% | −988−15.5% | Reduced |
| Argent Capital Management LLC | 5,380 | $480.3K | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 5,373 | $479.7K | 0.02% | −3,421−38.9% | Reduced |
| Prentice Wealth Management LLC | 5,372 | $479.6K | 0.22% | +1,192+28.5% | Added |
| Global Strategic Investment Solutions, LLC | 5,371 | $479.6K | 0.06% | +58+1.1% | Added |
| Neumann Capital Management, LLC | 5,364 | $478.9K | 0.20% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,357 | $478.3K | 0.18% | −2,912−35.2% | Reduced |
| Beacon Financial Advisory LLC | 5,353 | $477.9K | 0.27% | +815+18.0% | Added |
| Avestar Capital, LLC | 5,342 | $476.9K | 0.08% | +413+8.4% | Added |
| Roman Butler Fullerton & Co | 5,471 | $476.2K | 0.22% | −302−5.2% | Reduced |
| Plancorp, LLC | 5,333 | $476.2K | 0.03% | −93−1.7% | Reduced |
| Fortis Advisors, LLC | 5,322 | $475.1K | 0.34% | +222+4.4% | Added |
| United Bank | 5,303 | $473.5K | 0.06% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 5,298 | $473.0K | 0.46% | +5,298 | New |
| Aire Advisors, LLC | 5,295 | $472.7K | 0.12% | +109+2.1% | Added |
| Financial Advisory Corp | 5,264 | $470.0K | 0.21% | +165+3.2% | Added |
| Security Financial Services, INC. | 5,251 | $468.8K | 0.13% | +317+6.4% | Added |
| Inspirion Wealth Advisors, LLC | 5,248 | $468.5K | 0.09% | −56−1.1% | Reduced |
| Maple Capital Management, Inc. | 5,234 | $467.3K | 0.05% | −68−1.3% | Reduced |
| Probity Advisors, Inc. | 5,233 | $467.2K | 0.10% | +5,233 | New |
| Ellevest, Inc. | 5,227 | $466.7K | 0.04% | −1,507−22.4% | Reduced |
| High Net Worth Advisory Group LLC | 5,218 | $465.9K | 0.18% | +455+9.6% | Added |
| 626 Financial, LLC | 5,218 | $465.8K | 0.30% | −2,387−31.4% | Reduced |
| Monetary Management Group Inc | 5,200 | $464.3K | 0.14% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5,192 | $463.5K | 0.06% | +13+0.3% | Added |
| Fishman Jay A Ltd | 5,175 | $462.0K | 0.06% | −17,805−77.5% | Reduced |
| Parkside Financial Bank & Trust | 5,174 | $461.9K | 0.11% | −187−3.5% | Reduced |
| Saranac Partners Ltd | 5,165 | $461.1K | 0.25% | +839+19.4% | Added |
| Westover Capital Advisors, LLC | 5,145 | $459.3K | 0.16% | +5,145 | New |
| Hendley & Co Inc | 5,140 | $459.0K | 0.19% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,115 | $456.7K | 0.24% | +3,745+273.4% | Added |
| Petix & Botte Co | 5,110 | $456.2K | 0.14% | +2,555+100.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,108 | $456.0K | 0.14% | 00.0% | Unchanged |
| United Community Bank | 5,100 | $455.3K | 0.40% | +3,530+224.8% | Added |
| Ellis Investment Partners, LLC | 5,097 | $455.0K | 0.11% | +25+0.5% | Added |
| Kesler, Norman & Wride, LLC | 5,086 | $454.1K | 0.11% | −299−5.6% | Reduced |
| S.E.E.D. Planning Group LLC | 5,083 | $453.8K | 0.16% | −846−14.3% | Reduced |
| Paragon Private Wealth Management, LLC | 5,066 | $452.3K | 0.36% | −315−5.9% | Reduced |
| Armstrong Advisory Group, Inc | 5,061 | $451.8K | 0.05% | −333−6.2% | Reduced |
| Meritas Wealth Management, LLC | 5,060 | $451.8K | 0.34% | +50+1.0% | Added |
| Hutchinson Capital Management | 5,054 | $451.2K | 0.11% | +1,047+26.1% | Added |
| Mirador Capital Partners LP | 5,053 | $451.1K | 0.11% | −585−10.4% | Reduced |
| Presilium Private Wealth, LLC | 5,049 | $450.8K | 0.15% | −50−1.0% | Reduced |
| Pittenger & Anderson Inc | 5,030 | $449.1K | 0.02% | −1,403−21.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,013 | $447.5K | 0.13% | −76−1.5% | Reduced |
| Davis Investment Partners, LLC | 5,170 | $446.3K | 0.21% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 4,995 | $445.9K | 0.09% | −35−0.7% | Reduced |
| 1620 Investment Advisors, Inc. | 4,984 | $445.0K | 0.50% | +89+1.8% | Added |
| MBB Public Markets I LLC | 4,984 | $445.0K | 0.03% | +4,984 | New |
| Northside Capital Management, LLC | 4,973 | $444.0K | 0.15% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,962 | $443.0K | 0.31% | −375−7.0% | Reduced |
| Venturi Wealth Management, LLC | 4,958 | $442.7K | 0.04% | +657+15.3% | Added |
| Grace & White Inc | 4,950 | $441.9K | 0.08% | +4,950 | New |
| Arthur M. Cohen & Associates, LLC | 4,942 | $441.2K | 0.11% | −2,300−31.8% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,938 | $440.9K | 0.19% | +271+5.8% | Added |
| Atlas Private Wealth Advisors | 4,934 | $440.5K | 0.09% | +2,917+144.6% | Added |
| Sax Wealth Advisors, LLC | 4,927 | $439.9K | 0.09% | −12−0.2% | Reduced |
| Alta Advisers Ltd | 4,900 | $437.5K | 0.25% | 00.0% | Unchanged |
| RFP Financial Group LLC | 4,894 | $436.9K | 0.18% | +4,416+923.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,885 | $436.1K | 0.20% | +225+4.8% | Added |
| Carolinas Wealth Consulting LLC | 11,582 | $435.8K | 0.09% | +406+3.6% | Added |
| Waypoint Capital Advisors, LLC | 4,877 | $435.4K | 0.14% | +18+0.4% | Added |
| Schrum Private Wealth Management LLC | 4,871 | $434.9K | 0.47% | +10+0.2% | Added |
| Farmers Trust Co | 4,861 | $434.0K | 0.09% | +811+20.0% | Added |
| Viewpoint Capital Management LLC | 4,859 | $433.8K | 0.34% | −1,300−21.1% | Reduced |
| Copperwynd Financial, LLC | 4,858 | $433.7K | 0.20% | +419+9.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,861 | $433.0K | 0.01% | +2,731+128.2% | Added |
| Salomon & Ludwin, LLC | 4,847 | $432.7K | 0.05% | −49−1.0% | Reduced |
| Sloy Dahl & Holst, LLC | 4,837 | $431.8K | 0.08% | 00.0% | Unchanged |
| South Street Advisors LLC | 4,832 | $431.4K | 0.09% | +22+0.5% | Added |
| Kades & Cheifetz LLC | 4,828 | $431.1K | 0.33% | −8−0.2% | Reduced |
| Chelsea Counsel Co | 4,817 | $430.1K | 0.21% | +825+20.7% | Added |
| Sigma Investment Counselors Inc | 4,813 | $429.7K | 0.03% | −543−10.1% | Reduced |
| Connors Investor Services Inc | 4,807 | $429.0K | 0.05% | −114,843−96.0% | Reduced |
| Integral Investment Advisors, Inc. | 4,804 | $428.9K | 0.29% | +201+4.4% | Added |
| RiverFront Investment Group, LLC | 4,800 | $428.5K | 0.01% | 00.0% | Unchanged |