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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 2,713 | $242.2K | 0.14% | −375−12.1% | Reduced |
| Full Sail Capital, LLC | 2,712 | $242.1K | 0.02% | +15+0.6% | Added |
| Aurora Private Wealth, Inc. | 2,709 | $242.0K | 0.28% | −99−3.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,695 | $240.6K | 0.06% | +543+25.2% | Added |
| Hamilton Capital, LLC | 2,688 | $240.0K | 0.02% | −345−11.4% | Reduced |
| Harvey Capital Management Inc | 2,681 | $239.4K | 0.09% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 2,681 | $239.4K | 0.13% | −6,563−71.0% | Reduced |
| First National Bank of South Miami | 2,677 | $239.0K | 0.19% | −884−24.8% | Reduced |
| Clear Street Markets LLC | 2,676 | $239.0K | 0.10% | +314+13.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,666 | $238.1K | 0.10% | +582+27.9% | Added |
| Vestor Capital, LLC | 2,665 | $238.0K | 0.03% | +812+43.8% | Added |
| RDA Financial Network | 2,649 | $236.5K | 0.10% | −117−4.2% | Reduced |
| Firethorn Wealth Partners, LLC | 2,647 | $236.4K | 0.18% | +99+3.9% | Added |
| Gilbert & Cook, Inc. | 2,646 | $236.2K | 0.04% | −1,155−30.4% | Reduced |
| East Coast Asset Management, LLC. | 2,638 | $235.5K | 0.11% | −252−8.7% | Reduced |
| Keebeck Wealth Management, LLC | 2,622 | $234.1K | 0.03% | −27−1.0% | Reduced |
| Fairfield Financial Advisors, LTD | 2,619 | $233.8K | 0.09% | −739−22.0% | Reduced |
| Deuterium Capital Management, LLC | 2,619 | $233.8K | 0.33% | +2,619 | New |
| Kowal Investment Group, LLC | 2,618 | $233.7K | 0.06% | −11−0.4% | Reduced |
| Flaharty Asset Management, LLC | 2,613 | $233.3K | 0.04% | −34−1.3% | Reduced |
| Armstrong Shaw Associates Inc | 2,610 | $233.0K | 0.24% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,605 | $232.6K | 0.01% | +2,605 | New |
| WealthCare Investment Partners, LLC | 2,588 | $232.4K | 0.14% | −103−3.8% | Reduced |
| Paradigm Asset Management Co LLC | 2,600 | $232.1K | 0.06% | −1,200−31.6% | Reduced |
| Callan Family Office, LLC | 2,598 | $231.9K | 0.06% | −1,091−29.6% | Reduced |
| West Oak Capital, LLC | 2,596 | $231.8K | 0.11% | −100−3.7% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,585 | $231.0K | 0.08% | −134−4.9% | Reduced |
| Advisors Management Group Inc | 2,583 | $231.0K | 0.07% | −117−4.3% | Reduced |
| TruWealth Advisors, LLC | 2,587 | $231.0K | 0.02% | −384−12.9% | Reduced |
| Five Oceans Advisors | 2,586 | $230.9K | 0.15% | +476+22.6% | Added |
| Patron Partners Advisors, LLC | 2,580 | $230.3K | 0.16% | +442+20.7% | Added |
| Cutler Investment Counsel LLC | 2,579 | $230.3K | 0.03% | −23−0.9% | Reduced |
| Golden Green, Inc. | 2,567 | $229.2K | 0.25% | −11−0.4% | Reduced |
| Northwest Wealth Management, LLC | 2,564 | $228.9K | 0.08% | −456−15.1% | Reduced |
| Unique Wealth, LLC | 2,556 | $228.2K | 0.10% | +29+1.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 2,556 | $228.2K | 0.15% | −500−16.4% | Reduced |
| Private Capital Management, LLC | 2,552 | $227.8K | 0.03% | +2,552 | New |
| Hill Island Financial LLC | 2,550 | $227.7K | 0.09% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 2,545 | $227.2K | 0.15% | −514−16.8% | Reduced |
| Everhart Financial Group, Inc. | 2,545 | $227.2K | 0.10% | −703−21.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,544 | $227.1K | 0.03% | +2,544 | New |
| Vectors Research Management, LLC | 2,548 | $227.0K | 0.06% | −111−4.2% | Reduced |
| Lipe & Dalton | 2,541 | $227.0K | 0.13% | 00.0% | Unchanged |
| Dixon Fnancial Services, Inc. | 2,539 | $226.7K | 0.15% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 2,534 | $226.2K | 0.11% | −100−3.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,527 | $225.6K | 0.04% | −56−2.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,525 | $225.4K | 0.23% | −400−13.7% | Reduced |
| Gould Asset Management LLC | 2,520 | $225.0K | 0.06% | 00.0% | Unchanged |
| Kennedy Investment Group | 2,520 | $224.9K | 0.13% | +340+15.6% | Added |
| High Pines Wealth Management, LLC | 2,519 | $224.9K | 0.34% | +8+0.3% | Added |
| One Charles Private Wealth Services, LLC | 2,517 | $224.7K | 0.13% | −27−1.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,517 | $224.7K | 0.06% | +15+0.6% | Added |
| Tanglewood Legacy Advisors, LLC | 2,514 | $224.4K | 0.13% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 2,504 | $224.2K | 0.09% | −56−2.2% | Reduced |
| Hudock, Inc. | 2,505 | $223.7K | 0.05% | −310−11.0% | Reduced |
| Kearns & Associates LLC | 2,500 | $223.2K | 0.20% | −520−17.2% | Reduced |
| Gruss & Co., LLC | 2,500 | $223.2K | 1.35% | 00.0% | Unchanged |
| Enzi Wealth | 2,466 | $223.1K | 0.11% | −718−22.6% | Reduced |
| HFR Wealth Management, LLC | 2,493 | $223.0K | 0.06% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 2,493 | $222.6K | 0.09% | +18+0.7% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,465 | $222.2K | 0.16% | +15+0.6% | Added |
| O'Keefe Stevens Advisory, Inc. | 2,489 | $222.2K | 0.10% | +95+4.0% | Added |
| Financial Advisors, LLC | 2,486 | $221.9K | 0.05% | +385+18.3% | Added |
| Alliance Wealth Management Group | 2,477 | $221.1K | 0.07% | +2+0.1% | Added |
| Tradition Wealth Management, LLC | 2,475 | $221.0K | 0.03% | −4−0.2% | Reduced |
| Penn Davis McFarland Inc | 2,474 | $220.9K | 0.04% | +2,474 | New |
| PYA Waltman Capital, LLC | 2,484 | $220.6K | 0.10% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 2,469 | $220.4K | 0.10% | +29+1.2% | Added |
| Cahaba Wealth Management, Inc. | 2,465 | $220.0K | 0.02% | +206+9.1% | Added |
| Birchcreek Wealth Management, LLC | 2,456 | $219.2K | 0.15% | +403+19.6% | Added |
| Versant Capital Management, Inc | 2,455 | $219.2K | 0.07% | −206−7.7% | Reduced |
| Terril Brothers, Inc. | 2,452 | $218.9K | 0.10% | +229+10.3% | Added |
| Monticello Wealth Management, LLC | 2,451 | $218.8K | 0.02% | −909−27.1% | Reduced |
| Bellecapital International Ltd. | 2,450 | $218.7K | 0.05% | −1,248−33.7% | Reduced |
| Paragon Financial Partners, Inc. | 2,449 | $218.7K | 0.21% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,449 | $218.6K | 0.05% | −40−1.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 2,442 | $218.0K | 0.06% | −411−14.4% | Reduced |
| Opes Wealth Management LLC | 2,429 | $216.9K | 0.06% | +55+2.3% | Added |
| Lineweaver Wealth Advisors, LLC | 2,427 | $216.8K | 0.06% | −53−2.1% | Reduced |
| Navellier & Associates Inc | 2,428 | $216.8K | 0.04% | +400+19.7% | Added |
| Fairhaven Wealth Management, LLC | 2,428 | $216.8K | 0.08% | +2,428 | New |
| Sanctuary Wealth Management, L.L.C. | 2,426 | $216.6K | 0.23% | +2,426 | New |
| EWG Elevate Inc. | 2,425 | $216.5K | 0.09% | −74−3.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,422 | $216.2K | 0.06% | −269−10.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,418 | $215.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,409 | $215.0K | 0.03% | +767+46.7% | Added |
| Smith, Salley & Associates | 2,408 | $215.0K | 0.02% | −111,283−97.9% | Reduced |
| Hilltop Wealth Advisors, LLC | 2,406 | $214.8K | 0.16% | +108+4.7% | Added |
| WESPAC Advisors, LLC | 2,405 | $214.7K | 0.17% | +2,405 | New |
| Legacy Financial Group, Inc. | 2,398 | $214.1K | 0.11% | −153−6.0% | Reduced |
| Cyrus J. Lawrence, LLC | 2,400 | $214.0K | 0.06% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 2,392 | $213.6K | 0.52% | +2,392 | New |
| Bienville Capital Management, LLC | 2,390 | $213.4K | 0.08% | 00.0% | Unchanged |
| Mad River Investors | 2,400 | $213.3K | 0.16% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,384 | $212.8K | 0.02% | −815−25.5% | Reduced |
| Tranquilli Financial Advisor LLC | 2,380 | $212.5K | 0.15% | +41+1.8% | Added |
| Crane Advisory, LLC | 2,362 | $212.1K | 0.06% | +2,362 | New |
| Migdal Insurance & Financial Holdings Ltd. | 2,390 | $212.0K | 0.00% | −3,567−59.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,379 | $212.0K | 0.11% | −470−16.5% | Reduced |
| Wagner Wealth Management, LLC | 2,370 | $211.6K | 0.08% | −14−0.6% | Reduced |