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 |
|---|---|---|---|---|---|
| Redwood Financial Network Corp | 3,605 | $321.9K | 0.30% | −50−1.4% | Reduced |
| Long Run Wealth Advisors, LLC | 3,604 | $321.8K | 0.10% | 00.0% | Unchanged |
| MBA Advisors LLC | 3,598 | $321.2K | 0.19% | +500+16.1% | Added |
| Wall Street Access Asset Management, LLC | 3,597 | $321.1K | 0.19% | +302+9.2% | Added |
| Wedge Capital Management L L P | 3,574 | $319.1K | 0.01% | −75−2.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,573 | $319.0K | 0.14% | +115+3.3% | Added |
| Column Capital Advisors, LLC | 3,568 | $318.6K | 0.04% | +224+6.7% | Added |
| Aufman Associates Inc | 3,568 | $318.5K | 0.26% | −541−13.2% | Reduced |
| Prentiss Smith & Co Inc | 3,565 | $318.3K | 0.24% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,562 | $318.0K | 0.03% | −283−7.4% | Reduced |
| Coyle Financial Counsel LLC | 3,553 | $317.2K | 0.14% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,551 | $317.0K | 0.05% | −226−6.0% | Reduced |
| Intrepid Financial Planning Group LLC | 3,547 | $316.6K | 0.15% | −113−3.1% | Reduced |
| Alphadyne Asset Management LP | 3,541 | $316.1K | 0.97% | +3,541 | New |
| Private Portfolio Partners LLC | 3,531 | $315.2K | 0.08% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,525 | $314.7K | 0.00% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 3,520 | $314.3K | 0.10% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 3,519 | $314.2K | 0.10% | −287−7.5% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,498 | $314.0K | 0.12% | −1,206−25.6% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 3,510 | $313.0K | 0.30% | −680−16.2% | Reduced |
| Core Alternative Capital | 3,504 | $312.8K | 0.05% | −351−9.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 3,497 | $312.2K | 0.02% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 3,492 | $311.8K | 0.12% | +3,492 | New |
| RWM Asset Management, LLC | 3,576 | $311.8K | 0.06% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 3,490 | $311.6K | 0.22% | −852−19.6% | Reduced |
| LVW Advisors, LLC | 3,484 | $311.0K | 0.06% | −518−12.9% | Reduced |
| Vigilare Wealth Management | 3,481 | $310.8K | 0.18% | −1,293−27.1% | Reduced |
| L & S Advisors Inc | 3,480 | $310.7K | 0.04% | −21,824−86.2% | Reduced |
| Lodestar Private Asset Management LLC | 3,476 | $310.3K | 0.05% | +8+0.2% | Added |
| McRae Capital Management Inc | 3,475 | $310.2K | 0.09% | 00.0% | Unchanged |
| Doheny Asset Management | 3,473 | $310.0K | 0.27% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,461 | $309.0K | 0.12% | +195+6.0% | Added |
| Sharper & Granite LLC | 3,455 | $308.5K | 0.18% | 00.0% | Unchanged |
| Cipher Capital LP | 3,447 | $307.7K | 0.05% | −17,411−83.5% | Reduced |
| Future Financial Wealth Managment LLC | 3,445 | $307.6K | 0.32% | +396+13.0% | Added |
| Kelman-Lazarov, Inc. | 3,438 | $306.9K | 0.07% | −176−4.9% | Reduced |
| McAdam, LLC | 3,430 | $306.2K | 0.03% | +54+1.6% | Added |
| Truadvice, LLC | 3,334 | $305.9K | 0.11% | −91−2.7% | Reduced |
| First Bank & Trust | 3,425 | $305.8K | 0.08% | −103−2.9% | Reduced |
| Conway Capital Management, Inc. | 3,417 | $305.1K | 0.21% | −1,900−35.7% | Reduced |
| BEAM Asset Management, LLC | 3,417 | $305.0K | 0.21% | +714+26.4% | Added |
| Ackerman Capital Advisors, LLC | 3,413 | $304.7K | 0.08% | 00.0% | Unchanged |
| Marathon Capital Management | 3,411 | $304.5K | 0.08% | +25+0.7% | Added |
| Willow Creek Wealth Management Inc. | 3,386 | $302.4K | 0.04% | +236+7.5% | Added |
| Hartford Funds Management Co LLC | 3,371 | $300.9K | 0.03% | +473+16.3% | Added |
| Empire Financial Management Company, LLC | 3,370 | $300.9K | 0.12% | −10,106−75.0% | Reduced |
| West Wealth Group, LLC | 3,364 | $300.3K | 0.13% | −98−2.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 3,357 | $299.7K | 0.15% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 3,352 | $299.3K | 0.31% | −7,006−67.6% | Reduced |
| Kooman & Associates | 3,350 | $299.1K | 0.15% | +35+1.1% | Added |
| Fusion Capital, LLC | 3,350 | $299.1K | 0.17% | +2+0.1% | Added |
| Provence Wealth Management Group | 3,345 | $298.6K | 0.18% | −1,139−25.4% | Reduced |
| Westwood Holdings Group Inc. | 3,340 | $298.0K | 0.00% | +3,340 | New |
| Gray Wealth Management Inc. | 3,330 | $297.3K | 0.15% | −67−2.0% | Reduced |
| Vantage Financial Partners, LLC | 3,329 | $297.3K | 0.11% | −33−1.0% | Reduced |
| New World Advisors LLC | 3,329 | $297.2K | 0.10% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 3,327 | $297.0K | 0.15% | 00.0% | Unchanged |
| Windsor Group LTD | 3,332 | $297.0K | 0.05% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 3,332 | $297.0K | 0.05% | +80+2.5% | Added |
| Tyler-Stone Wealth Management | 3,327 | $297.0K | 0.17% | +3,327 | New |
| Truvestments Capital LLC | 3,326 | $297.0K | 0.15% | −44−1.3% | Reduced |
| Alesco Advisors LLC | 3,323 | $296.7K | 0.01% | −312−8.6% | Reduced |
| Epic Trust Investment Advisors, LLC | 3,320 | $296.4K | 0.42% | −1,123−25.3% | Reduced |
| Raub Brock Capital Management LP | 3,308 | $295.4K | 0.06% | +3,308 | New |
| Capital City Trust Co | 3,304 | $295.0K | 0.09% | −75−2.2% | Reduced |
| Vivaldi Capital Management, LLC | 3,300 | $294.6K | 0.09% | +66+2.0% | Added |
| Echo Street Capital Management LLC | 3,299 | $294.5K | 0.00% | +3,299 | New |
| Wedgewood Partners Inc | 3,300 | $294.0K | 0.05% | +250+8.2% | Added |
| SFMG, LLC | 3,275 | $292.4K | 0.03% | +1,031+45.9% | Added |
| McLean Asset Management Corp | 3,275 | $292.4K | 0.11% | −195−5.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 3,271 | $292.0K | 0.09% | −274−7.7% | Reduced |
| One + One Wealth Management, LLC | 3,269 | $291.9K | 0.19% | +3,269 | New |
| Horizon Family Wealth, Inc. | 3,265 | $291.5K | 0.28% | +226+7.4% | Added |
| Ategra Capital Management, LLC | 3,260 | $291.1K | 0.16% | −282−8.0% | Reduced |
| New England Capital Financial Advisors LLC | 3,259 | $291.0K | 0.19% | +112+3.6% | Added |
| Vise Technologies, Inc. | 3,258 | $290.9K | 0.07% | −263−7.5% | Reduced |
| Hill Investment Group Partners, LLC | 3,245 | $289.7K | 0.05% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 3,239 | $289.1K | 0.19% | +54+1.7% | Added |
| EMC Capital Management | 2,188 | $289.0K | 0.59% | +1,688+337.6% | Added |
| Sugarloaf Wealth Management, LLC | 3,237 | $289.0K | 0.07% | −229−6.6% | Reduced |
| Unison Asset Management LLC | 3,235 | $288.8K | 0.19% | 00.0% | Unchanged |
| Advisory Resource Group | 3,229 | $288.3K | 0.08% | 00.0% | Unchanged |
| Well Done, LLC | 3,227 | $288.1K | 0.06% | −361−10.1% | Reduced |
| Saturna Capital CORP | 3,215 | $287.0K | 0.00% | −385−10.7% | Reduced |
| CNB Bank | 3,211 | $286.7K | 0.17% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 3,205 | $286.1K | 0.04% | +97+3.1% | Added |
| Insight Advisors, LLC | 3,205 | $286.1K | 0.06% | −262−7.6% | Reduced |
| Capital Performance Advisors LLP | 3,202 | $285.9K | 0.14% | +107+3.5% | Added |
| Capstone Financial Advisors, Inc. | 3,202 | $285.9K | 0.02% | −18−0.6% | Reduced |
| Callan Capital, LLC | 3,192 | $285.0K | 0.03% | −36−1.1% | Reduced |
| Seed Wealth Management, Inc. | 3,186 | $284.4K | 0.30% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,179 | $283.8K | 0.11% | 00.0% | Unchanged |
| Accel Wealth Management | 3,176 | $283.5K | 0.16% | +121+4.0% | Added |
| Linscomb & Williams, Inc. | 3,171 | $283.1K | 0.02% | −1,079−25.4% | Reduced |
| Convergence Investment Partners, LLC | 3,168 | $283.0K | 0.16% | −128−3.9% | Reduced |
| Zions Bancorporation, N.A. | 3,165 | $282.6K | 0.02% | +455+16.8% | Added |
| Merriman Wealth Management, LLC | 3,164 | $282.5K | 0.01% | +597+23.3% | Added |
| Van Leeuwen & Company, LLC | 3,116 | $282.0K | 0.18% | −97−3.0% | Reduced |
| Tennessee Valley Asset Management Partners | 3,155 | $281.7K | 0.09% | −300−8.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,137 | $281.6K | 0.03% | +139+4.6% | Added |