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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 3,153 | $281.5K | 0.01% | +1,010+47.1% | Added |
| Latitude Advisors, LLC | 3,151 | $281.3K | 0.20% | −2,128−40.3% | Reduced |
| Princeton Global Asset Management LLC | 3,151 | $281.3K | 0.08% | 00.0% | Unchanged |
| Rede Wealth, LLC | 3,144 | $280.7K | 0.13% | −287−8.4% | Reduced |
| Perfromance Wealth Partners, LLC | 3,121 | $280.2K | 0.01% | −5,980−65.7% | Reduced |
| TSFG, LLC | 3,140 | $280.0K | 0.10% | −38−1.2% | Reduced |
| Claret Asset Management Corp | 3,134 | $280.0K | 0.05% | +1,054+50.7% | Added |
| BlackDiamond Wealth Management Inc. | 3,262 | $279.4K | 0.24% | −212−6.1% | Reduced |
| First City Capital Management, Inc. | 3,126 | $279.1K | 0.16% | −232−6.9% | Reduced |
| Goldstone Financial Group, LLC | 3,125 | $279.0K | 0.08% | +36+1.2% | Added |
| Creative Financial Designs Inc | 3,124 | $278.9K | 0.03% | −517−14.2% | Reduced |
| Page Arthur B | 3,121 | $278.6K | 0.26% | −7,447−70.5% | Reduced |
| WestHill Financial Advisors, Inc. | 3,099 | $276.6K | 0.08% | −37−1.2% | Reduced |
| Saxon Interests, Inc. | 3,098 | $276.6K | 0.15% | −40−1.3% | Reduced |
| Keudell/Morrison Wealth Management | 3,092 | $276.1K | 0.08% | −145−4.5% | Reduced |
| Wulff, Hansen & Co. | 3,085 | $275.4K | 0.31% | −300−8.9% | Reduced |
| Centric Wealth Management | 3,119 | $274.7K | 0.11% | +127+4.2% | Added |
| Centerpoint Advisors, LLC | 3,069 | $274.0K | 0.11% | −501−14.0% | Reduced |
| Buckley Wealth Management, LLC | 3,066 | $273.7K | 0.09% | +597+24.2% | Added |
| E Fund Management Co., Ltd. | 3,052 | $272.0K | 0.02% | −351−10.3% | Reduced |
| NFP Retirement, Inc. | 3,039 | $271.3K | 0.05% | −201−6.2% | Reduced |
| Sage Private Wealth Group, LLC | 3,038 | $271.3K | 0.37% | −72−2.3% | Reduced |
| Financial Freedom, LLC | 3,033 | $270.8K | 0.19% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2,997 | $270.4K | 0.17% | +2,997 | New |
| Capital CS Group, LLC | 3,025 | $270.1K | 0.28% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,022 | $270.0K | 0.00% | 00.0% | Unchanged |
| Custos Family Office, LLC | 3,022 | $269.8K | 0.17% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 3,015 | $269.2K | 0.07% | −140−4.4% | Reduced |
| Teamwork Financial Advisors, LLC | 3,014 | $269.1K | 0.04% | +3,014 | New |
| Levy Wealth Management Group, LLC | 3,007 | $268.5K | 0.08% | −16−0.5% | Reduced |
| Cottage Street Advisors LLC | 3,004 | $268.2K | 0.20% | −364−10.8% | Reduced |
| Wharton Business Group, LLC | 3,003 | $268.0K | 0.02% | +655+27.9% | Added |
| Coppell Advisory Solutions LLC | 2,997 | $267.6K | 0.08% | −59−1.9% | Reduced |
| Redwood Wealth Management Group, LLC | 2,989 | $266.9K | 0.30% | +296+11.0% | Added |
| ABLE Financial Group, LLC | 2,986 | $266.6K | 0.14% | +62+2.1% | Added |
| Goepper Burkhardt LLC | 2,980 | $266.1K | 0.16% | −170−5.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,973 | $265.4K | 0.01% | −2,740−48.0% | Reduced |
| Evermay Wealth Management LLC | 2,967 | $264.9K | 0.05% | −492−14.2% | Reduced |
| Founders Capital Management | 2,958 | $264.1K | 0.19% | −499−14.4% | Reduced |
| Cardiff Park Advisors, LLC | 2,957 | $264.0K | 0.03% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,942 | $262.7K | 0.20% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 2,942 | $262.6K | 0.14% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,932 | $261.8K | 0.02% | +2,932 | New |
| Royal Capital Wealth Management, LLC | 2,930 | $261.6K | 0.25% | +20+0.7% | Added |
| Summit Wealth & Retirement Planning, Inc. | 2,929 | $261.5K | 0.10% | −50−1.7% | Reduced |
| Sentinus, LLC | 2,929 | $261.5K | 0.08% | −73−2.4% | Reduced |
| Kaizen Financial Strategies | 2,896 | $261.1K | 0.22% | +800+38.2% | Added |
| Seven Post Investment Office LP | 2,924 | $261.1K | 0.08% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 2,907 | $259.5K | 0.28% | 00.0% | Unchanged |
| Derbend Asset Management | 2,902 | $259.1K | 0.18% | +68+2.4% | Added |
| WJ Wealth Management, LLC | 2,900 | $258.9K | 0.12% | +2,900 | New |
| Avaii Wealth Management, LLC | 2,896 | $258.6K | 0.20% | −1,291−30.8% | Reduced |
| Benedict Financial Advisors Inc | 2,895 | $258.5K | 0.07% | −57−1.9% | Reduced |
| FNY Investment Advisers, LLC | 2,900 | $258.0K | 0.33% | −4,025−58.1% | Reduced |
| Philadelphia Trust Co | 2,887 | $258.0K | 0.02% | −1,921−40.0% | Reduced |
| Concord Wealth Partners | 2,886 | $257.7K | 0.06% | +102+3.7% | Added |
| Pathway Financial Advisors LLC | 2,883 | $257.4K | 0.08% | 00.0% | Unchanged |
| Headinvest, LLC | 2,890 | $257.3K | 0.06% | −1,187−29.1% | Reduced |
| Lodestone Wealth Management LLC | 2,881 | $257.2K | 0.18% | −10−0.3% | Reduced |
| Accurate Wealth Management, LLC | 2,901 | $257.1K | 0.08% | −1,032−26.2% | Reduced |
| Miramar Capital, LLC | 2,877 | $256.9K | 0.07% | −166−5.5% | Reduced |
| Peninsula Asset Management Inc | 2,875 | $256.7K | 0.15% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,874 | $256.6K | 0.08% | −65−2.2% | Reduced |
| Rock Point Advisors, LLC | 2,872 | $256.4K | 0.08% | +40+1.4% | Added |
| Meritage Portfolio Management | 2,866 | $256.0K | 0.02% | −30−1.0% | Reduced |
| Ssi Investment Management LLC | 2,866 | $255.9K | 0.02% | −491−14.6% | Reduced |
| Aspen Grove Capital, LLC | 2,860 | $255.3K | 0.08% | +762+36.3% | Added |
| Navis Wealth Advisors, LLC | 2,859 | $255.3K | 0.23% | +300+11.7% | Added |
| Compass Financial Group, INC | 2,847 | $254.2K | 0.08% | 00.0% | Unchanged |
| STAR Financial Bank | 2,846 | $254.1K | 0.24% | +83+3.0% | Added |
| Nkcfo LLC | 2,849 | $254.0K | 0.12% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,843 | $253.8K | 0.06% | +5+0.2% | Added |
| Rosenberg Matthew Hamilton | 2,833 | $252.9K | 0.09% | −897−24.0% | Reduced |
| KFA Private Wealth Group, LLC | 2,832 | $252.9K | 0.10% | +143+5.3% | Added |
| Knights of Columbus Asset Advisors LLC | 2,830 | $252.7K | 0.02% | −3,152−52.7% | Reduced |
| Cohen Capital Management, Inc. | 2,830 | $252.7K | 0.05% | +2,830 | New |
| New Republic Capital, LLC | 2,828 | $252.5K | 0.18% | −105−3.6% | Reduced |
| Strategic Financial Concepts, LLC | 2,821 | $251.9K | 0.09% | +265+10.4% | Added |
| FSB Premier Wealth Management, Inc. | 2,812 | $251.1K | 0.14% | +30+1.1% | Added |
| High Note Wealth, LLC | 2,810 | $250.9K | 0.10% | +3+0.1% | Added |
| Collaborative Wealth Managment Inc. | 2,798 | $249.8K | 0.15% | −8−0.3% | Reduced |
| CMG Global Holdings, LLC | 2,797 | $249.7K | 0.20% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 2,793 | $249.4K | 0.01% | +2,793 | New |
| Investment Advisory Group, LLC | 2,791 | $249.2K | 0.13% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,791 | $249.0K | 0.06% | +121+4.5% | Added |
| BIP Wealth, LLC | 2,783 | $248.5K | 0.02% | −293−9.5% | Reduced |
| Northwest Capital Management Inc | 2,781 | $248.3K | 0.10% | −331−10.6% | Reduced |
| Cardinal Strategic Wealth Guidance | 2,782 | $248.0K | 0.11% | −2−0.1% | Reduced |
| Green Square Capital Advisors LLC | 2,778 | $248.0K | 0.03% | +656+30.9% | Added |
| Parcion Private Wealth LLC | 2,773 | $247.6K | 0.02% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 2,757 | $246.1K | 0.08% | −10−0.4% | Reduced |
| Signet Financial Management, LLC | 2,753 | $245.8K | 0.04% | −283−9.3% | Reduced |
| 1776 Wealth LLC | 2,747 | $245.3K | 0.13% | −105−3.7% | Reduced |
| City State Bank | 2,749 | $245.0K | 0.13% | −290−9.5% | Reduced |
| Bellevue Asset Management, LLC | 2,733 | $244.0K | 0.15% | −50−1.8% | Reduced |
| TMD Wealth Management, LLC | 2,731 | $243.8K | 0.06% | +703+34.7% | Added |
| Holistic Financial Partners | 2,726 | $243.4K | 0.17% | −27−1.0% | Reduced |
| CPA Asset Management LLC | 2,724 | $243.2K | 0.17% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 2,723 | $243.1K | 0.09% | −58−2.1% | Reduced |
| Ballast, Inc. | 2,716 | $242.5K | 0.09% | −260−8.7% | Reduced |