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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 4,178 | $373.0K | 0.01% | −326−7.2% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 4,169 | $372.2K | 0.31% | +202+5.1% | Added |
| Wittenberg Investment Management, Inc. | 4,168 | $372.1K | 0.13% | −135−3.1% | Reduced |
| Amica Retiree Medical Trust | 4,164 | $372.0K | 0.42% | −266−6.0% | Reduced |
| Paragon Capital Management Ltd | 4,162 | $371.6K | 0.08% | −332−7.4% | Reduced |
| Interchange Capital Partners, LLC | 4,143 | $371.1K | 0.28% | −1,025−19.8% | Reduced |
| Aprio Wealth Management, LLC | 4,147 | $370.2K | 0.10% | −553−11.8% | Reduced |
| Cable Hill Partners, LLC | 4,145 | $370.0K | 0.05% | −882−17.5% | Reduced |
| Angeles Investment Advisors, LLC | 4,144 | $370.0K | 0.03% | −67−1.6% | Reduced |
| Fairview Capital Investment Management, LLC | 4,143 | $370.0K | 0.02% | −150−3.5% | Reduced |
| Wealth Management Associates, Inc. | 4,143 | $369.9K | 0.21% | −1,043−20.1% | Reduced |
| Reik & Co., LLC | 4,132 | $368.9K | 0.10% | −250−5.7% | Reduced |
| Gemmer Asset Management LLC | 4,119 | $367.8K | 0.05% | +195+5.0% | Added |
| Somerset Trust Co | 4,105 | $366.5K | 0.16% | +338+9.0% | Added |
| Aspen Investment Management Inc | 4,103 | $366.0K | 0.22% | −60−1.4% | Reduced |
| Thrive Wealth Management, LLC | 4,092 | $365.3K | 0.09% | +799+24.3% | Added |
| Waddell & Associates, LLC | 4,083 | $364.5K | 0.05% | −15−0.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,082 | $364.4K | 0.04% | −131−3.1% | Reduced |
| Northwest Bank & Trust Co | 4,079 | $364.1K | 0.35% | +4,079 | New |
| China Universal Asset Management Co., Ltd. | 4,078 | $364.1K | 0.11% | −18,885−82.2% | Reduced |
| Allegheny Financial Group LTD | 4,073 | $363.6K | 0.17% | −10−0.2% | Reduced |
| Stockman Wealth Management, Inc. | 4,067 | $363.1K | 0.08% | −747−15.5% | Reduced |
| Element Pointe Advisors, LLC | 4,060 | $362.5K | 0.12% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 4,060 | $362.4K | 0.15% | −53−1.3% | Reduced |
| Charter Oak Capital Management, LLC | 4,058 | $362.3K | 0.05% | −4−0.1% | Reduced |
| Pacific Center for Financial Services | 4,055 | $362.0K | 0.12% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 4,049 | $361.5K | 0.03% | −135−3.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 4,040 | $360.7K | 0.33% | +164+4.2% | Added |
| Sensible Money, LLC | 4,025 | $359.4K | 0.26% | +588+17.1% | Added |
| Hoese & Co LLP | 4,018 | $358.7K | 0.34% | −80−2.0% | Reduced |
| TFB Advisors LLC | 4,010 | $358.0K | 0.16% | +4,010 | New |
| Professional Advisory Services Inc | 4,005 | $358.0K | 0.05% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 4,010 | $358.0K | 0.24% | +272+7.3% | Added |
| Center for Financial Planning, Inc. | 4,005 | $357.6K | 0.08% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 4,000 | $357.2K | 0.11% | −207−4.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 4,007 | $357.0K | 0.18% | −10,733−72.8% | Reduced |
| Atlantic Trust, LLC | 3,994 | $356.6K | 0.11% | +557+16.2% | Added |
| Bridgewealth Advisory Group, LLC | 3,991 | $356.4K | 0.58% | −10.0% | Reduced |
| Garner Asset Management Corp | 3,989 | $356.0K | 0.21% | −237−5.6% | Reduced |
| Brady Family Wealth, LLC | 3,986 | $355.9K | 0.13% | −30,459−88.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,975 | $354.9K | 0.23% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,966 | $354.1K | 0.35% | −150−3.6% | Reduced |
| Virginia Retirement Systems Et Al | 3,958 | $353.4K | 0.00% | −27,900−87.6% | Reduced |
| Aveo Capital Partners, LLC | 3,952 | $352.8K | 0.04% | +116+3.0% | Added |
| Am Investment Strategies LLC | 3,940 | $352.0K | 0.11% | −3,000−43.2% | Reduced |
| Towercrest Capital Management | 3,939 | $351.6K | 0.07% | +224+6.0% | Added |
| Exchange Bank | 3,938 | $351.6K | 0.34% | +3,938 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,936 | $351.4K | 0.05% | +966+32.5% | Added |
| Segment Wealth Management, LLC | 3,935 | $351.3K | 0.04% | −35−0.9% | Reduced |
| KC Investment Advisors, LLC | 3,928 | $350.7K | 0.24% | +638+19.4% | Added |
| BCK Capital Management LP | 3,925 | $350.4K | 0.27% | 00.0% | Unchanged |
| Marotta Asset Management | 3,924 | $350.3K | 0.08% | +3,924 | New |
| Fiera Capital Corp | 3,908 | $348.9K | 0.00% | −50−1.3% | Reduced |
| My Personal CFO, LLC | 3,901 | $348.3K | 0.27% | −1,097−21.9% | Reduced |
| Strait & Sound Wealth Management LLC | 3,898 | $348.0K | 0.34% | −706−15.3% | Reduced |
| Barrett & Company, Inc. | 3,884 | $346.7K | 0.20% | −50−1.3% | Reduced |
| Hofer & Associates. Inc | 3,873 | $345.8K | 0.33% | +155+4.2% | Added |
| Parkside Advisors LLC | 3,869 | $345.4K | 0.11% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,860 | $344.6K | 0.04% | −49−1.3% | Reduced |
| Private Ocean, LLC | 3,853 | $344.0K | 0.04% | +702+22.3% | Added |
| Money Concepts Capital Corp | 3,851 | $343.8K | 0.04% | −524−12.0% | Reduced |
| Wambolt & Associates, LLC | 3,851 | $343.8K | 0.12% | −324−7.8% | Reduced |
| Guardian Investment Management | 3,850 | $343.7K | 0.30% | −832−17.8% | Reduced |
| Enterprise Financial Services Corp | 3,847 | $343.5K | 0.22% | −203−5.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,846 | $343.3K | 0.08% | −804−17.3% | Reduced |
| RBA Wealth Management, LLC | 3,845 | $343.3K | 0.16% | 00.0% | Unchanged |
| MJP Associates Inc | 3,844 | $343.2K | 0.11% | −24−0.6% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,839 | $342.7K | 0.06% | +1,220+46.6% | Added |
| Advance Capital Management, Inc. | 3,831 | $342.0K | 0.04% | −112−2.8% | Reduced |
| Encompass Wealth Advisors, LLC | 3,830 | $342.0K | 0.11% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,825 | $341.5K | 0.11% | +518+15.7% | Added |
| McClarren Financial Advisors, Inc. | 3,794 | $338.0K | 0.28% | +3+0.1% | Added |
| Arcataur Capital Management LLC | 3,782 | $337.7K | 0.14% | +3,782 | New |
| Innovis Asset Management LLC | 3,780 | $337.5K | 0.12% | 00.0% | Unchanged |
| BFSG, LLC | 3,773 | $337.0K | 0.06% | −140−3.6% | Reduced |
| Trifecta Capital Advisors, LLC | 3,774 | $336.9K | 0.11% | +295+8.5% | Added |
| Dentgroup LLC | 3,773 | $336.9K | 0.24% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,773 | $336.9K | 0.06% | −376−9.1% | Reduced |
| Greenwich Wealth Management LLC | 3,765 | $336.0K | 0.04% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 3,751 | $334.9K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,749 | $334.7K | 0.16% | +650+21.0% | Added |
| CFO4Life Group, LLC | 3,741 | $334.0K | 0.07% | +386+11.5% | Added |
| Itau Unibanco Holding S.A. | 3,719 | $332.0K | 0.02% | −24,341−86.7% | Reduced |
| Magnolia Capital Advisors LLC | 3,719 | $332.0K | 0.17% | −200−5.1% | Reduced |
| SBB Research Group LLC | 3,718 | $331.9K | 0.60% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 3,715 | $331.7K | 0.13% | +18+0.5% | Added |
| New Jersey Better Educational Savings Trust | 3,706 | $330.9K | 0.78% | 00.0% | Unchanged |
| Renasant Bank | 3,698 | $330.2K | 0.27% | −4,157−52.9% | Reduced |
| EPG Wealth Management LLC | 3,686 | $329.1K | 0.10% | −601−14.0% | Reduced |
| Traynor Capital Management, Inc. | 3,683 | $328.9K | 0.04% | −13−0.4% | Reduced |
| Quantamental Technologies LLC | 3,670 | $327.7K | 0.14% | +3,670 | New |
| Michael S. Ryan, Inc. | 3,618 | $327.4K | 0.30% | +3,618 | New |
| Revolve Wealth Partners, LLC | 3,658 | $326.6K | 0.08% | −109−2.9% | Reduced |
| Affiance Financial, LLC | 3,655 | $326.4K | 0.16% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,654 | $326.2K | 0.04% | −636−14.8% | Reduced |
| Osterweis Capital Management Inc | 3,630 | $324.1K | 0.02% | +1,020+39.1% | Added |
| Sonata Capital Group Inc | 3,632 | $324.0K | 0.17% | −200−5.2% | Reduced |
| First National Corp | 3,624 | $323.5K | 0.08% | +30+0.8% | Added |
| Crew Capital Management, Ltd. | 3,613 | $322.6K | 0.37% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,612 | $322.5K | 0.16% | +3,612 | New |