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; 2,948 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
- 2,963
- −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
- 1,438 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 | 2,948 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 258,801 | $23.1M | 0.30% | +21,508+9.1% | Added |
| Williams Jones Wealth Management, LLC. | 257,980 | $23.0M | 0.34% | −8,761−3.3% | Reduced |
| Becker Capital Management Inc | 253,919 | $22.7M | 0.86% | +15,351+6.4% | Added |
| Waters Parkerson & Co., LLC | 251,165 | $22.4M | 1.27% | −2,699−1.1% | Reduced |
| Nan Fung Trinity (HK) Ltd | 250,708 | $22.4M | 5.52% | 00.0% | Unchanged |
| Dundas Partners LLP | 250,136 | $22.3M | 2.10% | 00.0% | Unchanged |
| Simplex Trading, LLC | 248,676 | $22.2M | 0.94% | +91,342+58.1% | Added |
| CORDA Investment Management, LLC. | 245,736 | $21.9M | 1.72% | −618−0.3% | Reduced |
| Roffman Miller Associates Inc | 245,614 | $21.9M | 1.65% | −1,155−0.5% | Reduced |
| Readystate Asset Management LP | 244,573 | $21.8M | 2.16% | +244,573 | New |
| Galvin, Gaustad & Stein, LLC | 241,720 | $21.6M | 2.09% | −6,662−2.7% | Reduced |
| Commerce Bank | 240,509 | $21.5M | 0.16% | +4,617+2.0% | Added |
| Robeco Institutional Asset Management B.V. | 238,610 | $21.3M | 0.06% | −8,656−3.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 237,557 | $21.2M | 0.23% | −85,538−26.5% | Reduced |
| South Dakota Investment Council | 234,863 | $21.0M | 0.44% | −11,200−4.6% | Reduced |
| Greenbrier Partners Capital Management, LLC | 233,389 | $20.8M | 2.28% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 232,424 | $20.7M | 0.18% | −12,441−5.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 230,556 | $20.6M | 1.08% | +1,568+0.7% | Added |
| First Foundation Advisors | 230,095 | $20.5M | 0.89% | −20,628−8.2% | Reduced |
| Nomura Holdings Inc | 228,838 | $20.4M | 0.21% | −88,524−27.9% | Reduced |
| Oppenheimer Asset Management Inc. | 228,264 | $20.4M | 0.30% | −10,312−4.3% | Reduced |
| State of Alaska, Department of Revenue | 226,398 | $20.2M | 0.24% | −25,281−10.0% | Reduced |
| Ci Investments Inc. | 224,586 | $20.1M | 0.10% | +23,447+11.7% | Added |
| Country Trust Bank | 223,701 | $20.0M | 0.54% | −6,182−2.7% | Reduced |
| Xponance, Inc. | 222,932 | $19.9M | 0.27% | −10,916−4.7% | Reduced |
| Clarkston Capital Partners, LLC | 222,876 | $19.9M | 0.36% | +3,735+1.7% | Added |
| Kestra Advisory Services, LLC | 222,795 | $19.9M | 0.20% | +9,252+4.3% | Added |
| Twin Tree Management, LP | 218,202 | $19.5M | 0.40% | −54,723−20.1% | Reduced |
| Cetera Advisors LLC | 217,590 | $19.4M | 0.31% | −2,927−1.3% | Reduced |
| Kettle Hill Capital Management, LLC | 217,098 | $19.4M | 3.84% | +217,098 | New |
| Grace & Mercy Foundation, Inc. | 217,000 | $19.4M | 5.89% | +217,000 | New |
| Czech National Bank | 216,338 | $19.3M | 0.44% | +1,130+0.5% | Added |
| Cornerstone Capital, Inc. | 215,425 | $19.2M | 2.22% | −4,010−1.8% | Reduced |
| Trillium Asset Management, LLC | 213,609 | $19.1M | 0.53% | −47,865−18.3% | Reduced |
| AE Wealth Management LLC | 213,052 | $19.0M | 0.11% | +2,694+1.3% | Added |
| Heritage Wealth Advisors | 213,032 | $19.0M | 1.01% | +3,753+1.8% | Added |
| Howland Capital Management LLC | 212,860 | $19.0M | 1.09% | +6,212+3.0% | Added |
| Arete Wealth Advisors, LLC | 212,359 | $19.0M | 1.70% | +57,745+37.3% | Added |
| Staley Capital Advisers Inc | 211,689 | $18.9M | 1.02% | +19,450+10.1% | Added |
| Howard Capital Management Group, LLC | 210,388 | $18.8M | 1.75% | +2,903+1.4% | Added |
| Swiss Life Asset Management Ltd | 210,003 | $18.8M | 0.28% | −58,432−21.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 205,829 | $18.4M | 2.29% | +7,154+3.6% | Added |
| Bradley Foster & Sargent Inc | 203,314 | $18.2M | 0.38% | −13,959−6.4% | Reduced |
| Pinnacle Associates Ltd | 201,151 | $18.0M | 0.31% | −4,249−2.1% | Reduced |
| Wesleyan Assurance Society | 200,798 | $17.9M | 1.91% | +400+0.2% | Added |
| Grandfield & Dodd, LLC | 197,252 | $17.6M | 1.23% | +6,194+3.2% | Added |
| Sprucegrove Investment Management Ltd | 196,632 | $17.6M | 0.92% | −31,168−13.7% | Reduced |
| Quadrature Capital Ltd | 196,517 | $17.5M | 0.38% | +196,517 | New |
| Erste Asset Management GmbH | 197,180 | $17.5M | 0.31% | +9,133+4.9% | Added |
| Mark Asset Management LP | 195,376 | $17.4M | 3.04% | −559−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 202,388 | $17.4M | 0.38% | +10,968+5.7% | Added |
| Cullen/Frost Bankers, Inc. | 194,491 | $17.4M | 0.30% | −21,900−10.1% | Reduced |
| Lannebo Fonder AB | 195,000 | $17.4M | 2.44% | 00.0% | Unchanged |
| Cetera Investment Advisers | 194,157 | $17.3M | 0.15% | −2,740−1.4% | Reduced |
| TownSquare Capital, LLC | 193,502 | $17.3M | 0.32% | +42,241+27.9% | Added |
| Mill Capital Management, LLC | 193,071 | $17.2M | 1.62% | +510+0.3% | Added |
| TCTC Holdings, LLC | 192,112 | $17.2M | 0.68% | −3,727−1.9% | Reduced |
| Chesley Taft & Associates LLC | 191,211 | $17.1M | 1.05% | −3,084−1.6% | Reduced |
| Stock Yards Bank & Trust Co | 189,948 | $17.0M | 0.62% | −3,658−1.9% | Reduced |
| Henshaw Capital LLC | 188,350 | $16.8M | 0.97% | −46,500−19.8% | Reduced |
| Barr E S & Co | 187,798 | $16.8M | 1.26% | −12,220−6.1% | Reduced |
| Factory Mutual Insurance Co | 187,306 | $16.7M | 0.25% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 186,221 | $16.6M | 0.27% | −22,043−10.6% | Reduced |
| Atria Wealth Solutions, Inc. | 185,692 | $16.6M | 0.23% | +3,733+2.1% | Added |
| Quantitative Investment Management, LLC | 184,870 | $16.5M | 1.56% | +160,771+667.1% | Added |
| Guggenheim Capital LLC | 184,825 | $16.5M | 0.13% | +39,046+26.8% | Added |
| Gulf International Bank (UK) Ltd | 184,482 | $16.5M | 0.41% | −52,881−22.3% | Reduced |
| Capital World Investors | 182,600 | $16.3M | 0.00% | +95,000+108.4% | Added |
| Mercer Global Advisors Inc | 180,591 | $16.1M | 0.06% | −5,716−3.1% | Reduced |
| MAI Capital Management | 179,977 | $16.1M | 0.24% | −38,285−17.5% | Reduced |
| Force Hill Capital Management LP | 179,653 | $16.0M | 3.47% | +38,500+27.3% | Added |
| Windward Capital Management Co | 178,254 | $15.9M | 1.44% | +718+0.4% | Added |
| MMBG Investment Advisors Co. | 178,098 | $15.8M | 1.92% | −910−0.5% | Reduced |
| Lewis Capital Management, LLC | 176,377 | $15.7M | 22.56% | +170.0% | Added |
| Harvest Portfolios Group Inc. | 176,117 | $15.7M | 0.72% | +4,843+2.8% | Added |
| Crestwood Advisors Group LLC | 175,485 | $15.7M | 0.49% | +17,019+10.7% | Added |
| Pathstone Family Office, LLC | 172,347 | $15.6M | 0.22% | +17,259+11.1% | Added |
| Segantii Capital Management Ltd | 175,000 | $15.6M | 0.94% | +175,000 | New |
| Badgley Phelps Wealth Managers, LLC | 174,842 | $15.6M | 0.52% | +7,428+4.4% | Added |
| Oppenheimer & Co Inc | 174,615 | $15.6M | 0.31% | −4,431−2.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 174,124 | $15.5M | 0.53% | −1,567−0.9% | Reduced |
| Leonteq Securities AG | 172,719 | $15.4M | 1.57% | +1,558+0.9% | Added |
| Bank of Nova Scotia | 172,713 | $15.4M | 0.04% | +18,463+12.0% | Added |
| Community Trust & Investment Co | 172,213 | $15.4M | 1.23% | −2,505−1.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 170,488 | $15.2M | 0.60% | +1,597+0.9% | Added |
| LGT Group Foundation | 170,305 | $15.2M | 0.37% | −5,823−3.3% | Reduced |
| Taurus Asset Management, LLC | 168,656 | $15.1M | 1.75% | +1,317+0.8% | Added |
| Abn Amro Investment Solutions | 168,120 | $15.0M | 0.30% | +47,372+39.2% | Added |
| Applied Finance Capital Management, LLC | 168,070 | $15.0M | 1.70% | +18,543+12.4% | Added |
| Clifford Swan Investment Counsel LLC | 167,633 | $15.0M | 0.60% | +1,273+0.8% | Added |
| Busey Wealth Management | 167,074 | $14.9M | 0.61% | −1,739−1.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 166,144 | $14.8M | 0.97% | −57,110−25.6% | Reduced |
| Godsey & Gibb Associates | 163,606 | $14.6M | 1.66% | +1,378+0.8% | Added |
| Capstone Investment Advisors, LLC | 163,378 | $14.6M | 0.43% | +119,057+268.6% | Added |
| SPX Equities Gestao de Recursos Ltda | 163,200 | $14.6M | 0.69% | −7,500−4.4% | Reduced |
| Kingsview Wealth Management, LLC | 158,212 | $14.1M | 0.55% | +16,218+11.4% | Added |
| Ally Financial Inc. | 158,000 | $14.1M | 1.97% | +50,000+46.3% | Added |
| Blackhill Capital Inc | 156,300 | $14.0M | 1.50% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 155,841 | $13.9M | 1.35% | +1,387+0.9% | Added |
| Rbo & Co LLC | 155,684 | $13.9M | 2.36% | −710.0% | Reduced |