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 |
|---|---|---|---|---|---|
| Wealth Advisors of Iowa, LLC | 4,794 | $428.0K | 0.31% | −11−0.2% | Reduced |
| Horan Capital Advisors, LLC. | 4,762 | $425.2K | 0.17% | −19,658−80.5% | Reduced |
| Heron Bay Capital Management | 4,750 | $424.1K | 0.12% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 4,740 | $423.2K | 0.95% | −11,410−70.7% | Reduced |
| First Personal Financial Services | 4,735 | $422.7K | 0.11% | −50−1.0% | Reduced |
| Systematic Alpha Investments, LLC | 4,731 | $422.4K | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 4,731 | $422.4K | 0.00% | +4,731 | New |
| First Affirmative Financial Network | 4,729 | $422.2K | 0.42% | +844+21.7% | Added |
| L2 Asset Management, LLC | 4,728 | $422.1K | 0.21% | +387+8.9% | Added |
| Crewe Advisors LLC | 4,723 | $421.7K | 0.06% | −872−15.6% | Reduced |
| Wealth Effects LLC | 4,712 | $420.6K | 0.19% | −255−5.1% | Reduced |
| Fca Corp | 4,690 | $418.8K | 0.16% | −2,844−37.7% | Reduced |
| Hall Capital Management Co Inc | 4,690 | $418.7K | 0.24% | −569−10.8% | Reduced |
| Oxinas Partners Wealth Management LLC | 4,682 | $418.0K | 0.27% | +33+0.7% | Added |
| Little House Capital LLC | 4,674 | $417.3K | 0.18% | −54−1.1% | Reduced |
| AlphaQ Advisors LLC | 4,660 | $416.0K | 0.31% | +141+3.1% | Added |
| Wealth Management Partners, LLC | 4,655 | $415.6K | 0.26% | −1,124−19.4% | Reduced |
| TRUE Private Wealth Advisors | 4,651 | $415.2K | 0.06% | −876−15.8% | Reduced |
| Evanson Asset Management, LLC | 4,647 | $414.9K | 0.04% | +627+15.6% | Added |
| F/M Investments LLC | 4,418 | $414.3K | 0.31% | −359−7.5% | Reduced |
| Pecaut & Co. | 4,636 | $413.9K | 0.17% | −25−0.5% | Reduced |
| LifeSteps Financial, Inc. | 4,629 | $413.3K | 0.41% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,627 | $413.1K | 0.11% | −268−5.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,625 | $413.0K | 0.02% | 00.0% | Unchanged |
| Community Bank of Raymore | 4,612 | $411.8K | 0.18% | −1,245−21.3% | Reduced |
| Jarislowsky, Fraser Ltd | 4,605 | $411.1K | 0.00% | −855−15.7% | Reduced |
| E&G Advisors, LP | 4,602 | $410.9K | 0.14% | −10−0.2% | Reduced |
| Burt Wealth Advisors | 4,601 | $410.8K | 0.12% | −200−4.2% | Reduced |
| LifePro Asset Management | 4,582 | $409.1K | 0.32% | +4,582 | New |
| Canvas Wealth Advisors, LLC | 4,722 | $408.9K | 0.15% | −1,454−23.5% | Reduced |
| Farther Finance Advisors, LLC | 4,567 | $407.8K | 0.09% | −1,052−18.7% | Reduced |
| Sendero Wealth Management, LLC | 4,560 | $407.1K | 0.09% | +1,044+29.7% | Added |
| Redmont Wealth Advisors LLC | 4,546 | $405.9K | 0.70% | −2,949−39.3% | Reduced |
| MPS Loria Financial Planners, LLC | 4,537 | $405.1K | 0.15% | +9+0.2% | Added |
| Palisade Asset Management, LLC | 4,529 | $404.3K | 0.05% | +280+6.6% | Added |
| Kathmere Capital Management, LLC | 4,526 | $404.1K | 0.06% | +2,137+89.5% | Added |
| Kingfisher Capital LLC | 4,525 | $404.0K | 0.11% | −12−0.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,522 | $403.8K | 0.12% | +1,795+65.8% | Added |
| Hall Kathryn A. | 4,504 | $402.1K | 0.13% | 00.0% | Unchanged |
| Manchester Financial Inc | 4,499 | $401.6K | 0.11% | −410−8.4% | Reduced |
| Phraction Management LLC | 4,484 | $400.3K | 0.20% | −11,643−72.2% | Reduced |
| Connecticut Wealth Management, LLC | 4,482 | $400.2K | 0.03% | +1,051+30.6% | Added |
| WealthPLAN Partners, LLC | 4,476 | $399.6K | 0.06% | −785−14.9% | Reduced |
| Gateway Wealth Partners, LLC | 4,471 | $399.1K | 0.07% | +872+24.2% | Added |
| Beverly Hills Private Wealth, LLC | 4,609 | $397.8K | 0.07% | +372+8.8% | Added |
| FinTrust Capital Advisors, LLC | 4,578 | $397.7K | 0.10% | 00.0% | Unchanged |
| Ironwood Financial, llc | 4,451 | $397.4K | 0.10% | −79−1.7% | Reduced |
| Glen Eagle Advisors, LLC | 4,451 | $397.1K | 0.09% | −67−1.5% | Reduced |
| Foster & Motley Inc | 4,442 | $397.0K | 0.03% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 4,442 | $396.6K | 0.13% | +487+12.3% | Added |
| 3Chopt Investment Partners, LLC | 4,437 | $396.1K | 0.20% | −446−9.1% | Reduced |
| Beck Mack & Oliver LLC | 4,437 | $396.1K | 0.01% | −408−8.4% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,435 | $396.0K | 0.00% | −20−0.4% | Reduced |
| Wealth Architects, LLC | 4,435 | $396.0K | 0.07% | −153−3.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 4,425 | $395.0K | 0.26% | −2,233−33.5% | Reduced |
| waypoint wealth counsel | 4,421 | $394.7K | 0.35% | −1,173−21.0% | Reduced |
| Park Place Capital Corp | 4,418 | $394.4K | 0.11% | −4,380−49.8% | Reduced |
| Prosperity Wealth Management, Inc. | 4,392 | $392.1K | 0.26% | −127−2.8% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 4,374 | $390.5K | 0.34% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 4,372 | $390.3K | 0.19% | −230−5.0% | Reduced |
| Second Half Financial Partners, LLC | 4,368 | $390.0K | 0.09% | +578+15.3% | Added |
| Triumph Capital Management | 4,359 | $389.2K | 0.18% | +459+11.8% | Added |
| ProVise Management Group, LLC | 4,350 | $388.4K | 0.04% | −1,856−29.9% | Reduced |
| Clean Yield Group | 4,349 | $388.3K | 0.16% | −345−7.3% | Reduced |
| CWS Financial Advisors, LLC | 4,341 | $387.6K | 0.15% | −145−3.2% | Reduced |
| SP Asset Management LLC | 4,340 | $387.5K | 0.04% | +244+6.0% | Added |
| KCS Wealth Advisory | 4,338 | $387.3K | 0.13% | −35−0.8% | Reduced |
| Strategic Investment Advisors | 4,337 | $387.2K | 0.05% | +235+5.7% | Added |
| Royal Fund Management, LLC | 4,336 | $387.1K | 0.05% | +193+4.7% | Added |
| Industrial Alliance Investment Management Inc. | 4,340 | $387.0K | 0.20% | −68,640−94.1% | Reduced |
| Cedrus LLC | 4,333 | $386.9K | 0.27% | −18−0.4% | Reduced |
| IFG Advisors, LLC | 4,329 | $386.5K | 0.14% | 00.0% | Unchanged |
| Mainsail Financial Group, LLC | 4,329 | $386.5K | 0.36% | −244−5.3% | Reduced |
| Ignite Planners, LLC | 4,360 | $386.5K | 0.15% | −230−5.0% | Reduced |
| First National Bank | 4,327 | $386.3K | 0.32% | −50−1.1% | Reduced |
| Guyasuta Investment Advisors Inc | 4,318 | $385.5K | 0.03% | −90−2.0% | Reduced |
| Invesco, LLC | 4,315 | $385.2K | 0.19% | +4,315 | New |
| AM Squared Ltd | 4,300 | $383.9K | 0.44% | −300−6.5% | Reduced |
| B&D White Capital Company, LLC | 4,300 | $383.9K | 0.13% | +4,300 | New |
| ICA Group Wealth Management, LLC | 4,299 | $383.8K | 0.10% | −10,142−70.2% | Reduced |
| Summit Asset Management, LLC | 4,284 | $382.5K | 0.10% | +330+8.3% | Added |
| Wealthquest Corp | 4,284 | $382.5K | 0.05% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 4,277 | $381.9K | 0.15% | +277+6.9% | Added |
| Cairn Investment Group, Inc. | 4,270 | $381.0K | 0.25% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,264 | $380.7K | 0.03% | +80+1.9% | Added |
| Marks Group Wealth Management, Inc | 4,259 | $380.2K | 0.05% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 4,258 | $380.2K | 0.12% | −602−12.4% | Reduced |
| First National Bank of Hutchinson | 4,255 | $379.9K | 0.28% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,254 | $379.8K | 0.27% | −270−6.0% | Reduced |
| UMA Financial Services, Inc. | 4,195 | $379.6K | 0.09% | +12+0.3% | Added |
| Cannon Financial Strategists, Inc. | 4,232 | $377.8K | 0.10% | 00.0% | Unchanged |
| MQS Management LLC | 4,226 | $377.3K | 0.26% | +4,226 | New |
| Burton Enright Welch | 4,222 | $377.0K | 0.12% | −903−17.6% | Reduced |
| Bank Ozk | 4,219 | $376.7K | 0.18% | −6,823−61.8% | Reduced |
| Pacific Sage Partners, LLC | 4,214 | $376.2K | 0.11% | −17−0.4% | Reduced |
| Brookfield Asset Management Inc. | 4,209 | $375.8K | 0.00% | −20,759−83.1% | Reduced |
| Baron Wealth Management LLC | 4,206 | $375.5K | 0.24% | −689−14.1% | Reduced |
| Crescent Grove Advisors, LLC | 4,204 | $375.4K | 0.04% | −840−16.7% | Reduced |
| Monograph Wealth Advisors, LLC | 4,179 | $373.1K | 0.08% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,179 | $373.1K | 0.41% | −107−2.5% | Reduced |