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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 84,688 | $7.55M | 0.16% | +30,322+55.8% | Added |
| Weatherly Asset Management L. P. | 84,274 | $7.52M | 0.88% | −327−0.4% | Reduced |
| Covea Finance | 83,671 | $7.47M | 0.41% | −5,220−5.9% | Reduced |
| KCM Investment Advisors LLC | 83,447 | $7.45M | 0.30% | −7,972−8.7% | Reduced |
| E. Ohman J:or Asset Management AB | 83,300 | $7.44M | 0.27% | +2,200+2.7% | Added |
| KLCM Advisors, Inc. | 83,198 | $7.43M | 1.45% | +337+0.4% | Added |
| Glenview Trust Co | 82,866 | $7.40M | 0.20% | −14,037−14.5% | Reduced |
| Citadel Advisors LLC | 82,829 | $7.39M | 0.01% | −147,009−64.0% | Reduced |
| Shell Asset Management Co | 82,803 | $7.39M | 0.29% | −9,232−10.0% | Reduced |
| Mutual Advisors, LLC | 82,759 | $7.39M | 0.28% | −726−0.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 82,654 | $7.38M | 0.80% | +3,003+3.8% | Added |
| SG Americas Securities, LLC | 82,372 | $7.35M | 0.06% | +14,879+22.0% | Added |
| Grassi Investment Management | 82,294 | $7.35M | 0.81% | −705−0.8% | Reduced |
| Beaumont Financial Advisors, LLC | 82,003 | $7.32M | 0.68% | +770+0.9% | Added |
| Baxter Bros Inc | 81,993 | $7.32M | 1.09% | −1,901−2.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 81,588 | $7.28M | 0.24% | −6,042−6.9% | Reduced |
| Pictet & Cie (Europe) SA | 81,069 | $7.24M | 0.25% | +25,669+46.3% | Added |
| Tower Research Capital LLC (TRC) | 80,773 | $7.21M | 0.24% | +9,705+13.7% | Added |
| Punch & Associates Investment Management, Inc. | 80,554 | $7.19M | 0.44% | +196+0.2% | Added |
| Edge Wealth Management LLC | 80,456 | $7.18M | 1.57% | +4,375+5.8% | Added |
| Advisory Services Network, LLC | 80,431 | $7.18M | 0.19% | +8,708+12.1% | Added |
| Edmond de Rothschild Holding S.A. | 80,344 | $7.17M | 0.14% | +27,125+51.0% | Added |
| Pacific Global Investment Management CO | 80,110 | $7.15M | 1.48% | +7,109+9.7% | Added |
| Pacific Heights Asset Management LLC | 80,000 | $7.14M | 0.65% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 79,927 | $7.14M | 2.32% | +11,930+17.5% | Added |
| JustInvest LLC | 79,874 | $7.13M | 0.22% | −10,612−11.7% | Reduced |
| Veritable, L.P. | 79,773 | $7.12M | 0.12% | −2,229−2.7% | Reduced |
| Metropolitan Life Insurance Co | 79,632 | $7.11M | 0.35% | −2,077−2.5% | Reduced |
| Noesis Capital Mangement Corp | 79,586 | $7.11M | 1.75% | +4,004+5.3% | Added |
| Marble Harbor Investment Counsel, LLC | 79,263 | $7.08M | 0.89% | +4,907+6.6% | Added |
| Integrated Wealth Concepts LLC | 78,877 | $7.04M | 0.12% | +5,676+7.8% | Added |
| Geo Capital Gestora de Recursos Ltd | 78,640 | $7.02M | 5.44% | −6,802−8.0% | Reduced |
| Bryn Mawr Trust Co | 78,587 | $7.02M | 0.29% | −949−1.2% | Reduced |
| Ironvine Capital Partners, LLC | 78,060 | $6.97M | 0.85% | 00.0% | Unchanged |
| West Coast Financial LLC | 77,447 | $6.91M | 0.98% | −1,865−2.4% | Reduced |
| Kanawha Capital Management LLC | 77,372 | $6.91M | 0.64% | −400−0.5% | Reduced |
| Investment House LLC | 77,273 | $6.90M | 0.52% | +68,347+765.7% | Added |
| Synovus Financial Corp | 77,270 | $6.90M | 0.08% | −4,152−5.1% | Reduced |
| LMCG Investments, LLC | 76,786 | $6.86M | 0.44% | −2,377−3.0% | Reduced |
| Metis Global Partners, LLC | 76,557 | $6.84M | 0.37% | +1,253+1.7% | Added |
| Brookstone Capital Management | 76,842 | $6.81M | 0.14% | +12,280+19.0% | Added |
| Shelton Capital Management | 75,574 | $6.75M | 0.24% | −7,564−9.1% | Reduced |
| National Asset Management, Inc. | 76,290 | $6.74M | 0.15% | −14,947−16.4% | Reduced |
| Tiaa, FSB | 74,928 | $6.69M | 0.02% | −3,556−4.5% | Reduced |
| Sigma Planning Corp | 74,820 | $6.68M | 0.24% | −15,275−17.0% | Reduced |
| Motco | 74,738 | $6.67M | 0.44% | +5,061+7.3% | Added |
| EULAV Asset Management | 74,000 | $6.61M | 0.25% | −5,000−6.3% | Reduced |
| DCM Advisors, LLC | 73,970 | $6.60M | 2.83% | +198+0.3% | Added |
| Stamos Capital Partners, L.P. | 73,840 | $6.59M | 1.54% | +19,960+37.0% | Added |
| Spouting Rock Asset Management, LLC | 73,079 | $6.52M | 2.36% | −19,654−21.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 72,612 | $6.52M | 1.69% | +2,566+3.7% | Added |
| Buckingham Capital Management, Inc. | 72,870 | $6.51M | 0.97% | +8,095+12.5% | Added |
| Formuepleje A/S | 72,340 | $6.46M | 0.56% | −4,733−6.1% | Reduced |
| Parthenon LLC | 72,157 | $6.44M | 0.93% | +825+1.2% | Added |
| Albion Financial Group | 71,956 | $6.42M | 0.56% | −9,368−11.5% | Reduced |
| Northwest & Ethical Investments L.P. | 71,891 | $6.42M | 0.21% | +1,152+1.6% | Added |
| Westchester Capital Management, Inc. | 71,779 | $6.41M | 1.78% | −1,669−2.3% | Reduced |
| Carret Asset Management, LLC | 71,541 | $6.39M | 0.85% | −4,085−5.4% | Reduced |
| Telos Capital Management, Inc. | 71,503 | $6.38M | 0.85% | −5,003−6.5% | Reduced |
| Central Trust Co | 71,376 | $6.37M | 0.18% | −7,333−9.3% | Reduced |
| Mitchell Sinkler & Starr | 71,261 | $6.36M | 1.81% | −375−0.5% | Reduced |
| Journey Strategic Wealth LLC | 70,830 | $6.32M | 0.29% | −5,189−6.8% | Reduced |
| Lincoln National Corp | 70,661 | $6.31M | 0.12% | −771−1.1% | Reduced |
| BLB&B Advisors, LLC | 70,511 | $6.30M | 0.44% | +772+1.1% | Added |
| Synergy Financial Management, LLC | 70,343 | $6.28M | 1.55% | +18,084+34.6% | Added |
| Advanced Portfolio Management, LLC | 70,000 | $6.25M | 5.72% | +70,000 | New |
| Appleton Partners Inc | 69,976 | $6.25M | 0.53% | −429−0.6% | Reduced |
| Bowen Hanes & Co Inc | 69,790 | $6.23M | 0.20% | −7,165−9.3% | Reduced |
| First Financial Bank - Trust Division | 69,696 | $6.22M | 0.65% | +519+0.8% | Added |
| Worldquant Millennium Advisors LLC | 69,440 | $6.20M | 0.10% | +58,261+521.2% | Added |
| Tufton Capital Management | 69,412 | $6.20M | 1.34% | −1,423−2.0% | Reduced |
| Narwhal Capital Management | 69,163 | $6.17M | 0.73% | +13,023+23.2% | Added |
| Great Valley Advisor Group, Inc. | 69,055 | $6.17M | 0.26% | −1,354−1.9% | Reduced |
| Bourgeon Capital Management LLC | 68,915 | $6.15M | 1.44% | −15,042−17.9% | Reduced |
| Dynamic Advisor Solutions LLC | 68,912 | $6.15M | 0.32% | +13,933+25.3% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 75,000 | $6.14M | 0.95% | −11,000−12.8% | Reduced |
| WoodTrust Financial Corp | 68,394 | $6.11M | 1.13% | +3,311+5.1% | Added |
| Girard Partners Ltd. | 67,990 | $6.07M | 0.64% | +116+0.2% | Added |
| Marco Investment Management LLC | 67,710 | $6.05M | 0.65% | −1,908−2.7% | Reduced |
| Steel Peak Wealth Management LLC | 67,601 | $6.04M | 0.36% | +13,656+25.3% | Added |
| Lowe Brockenbrough & Co Inc | 66,824 | $5.97M | 0.45% | +788+1.2% | Added |
| Argent Trust Co | 66,489 | $5.94M | 0.32% | +5,941+9.8% | Added |
| First Nebraska Trust Co | 66,162 | $5.91M | 0.71% | −769−1.1% | Reduced |
| BKD Wealth Advisors, LLC | 66,051 | $5.90M | 0.17% | +15,027+29.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 65,596 | $5.86M | 0.44% | +594+0.9% | Added |
| Verition Fund Management LLC | 65,318 | $5.83M | 0.09% | +52,238+399.4% | Added |
| Hillman Capital Management, Inc. | 65,286 | $5.83M | 2.06% | −204−0.3% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 65,149 | $5.82M | 2.19% | −350−0.5% | Reduced |
| Burns J W & Co Inc | 65,084 | $5.81M | 0.93% | −2,531−3.7% | Reduced |
| Sonora Investment Management Group, LLC | 64,356 | $5.75M | 0.48% | +5,226+8.8% | Added |
| Gibraltar Capital Management, Inc. | 64,203 | $5.73M | 2.54% | +64,203 | New |
| Moors & Cabot, Inc. | 64,076 | $5.72M | 0.38% | −6,380−9.1% | Reduced |
| Neville Rodie & Shaw Inc | 63,885 | $5.70M | 0.49% | −23,737−27.1% | Reduced |
| Stelac Advisory Services LLC | 63,994 | $5.70M | 2.54% | −181−0.3% | Reduced |
| Janney Capital Management LLC | 63,597 | $5.68M | 0.39% | −2,801−4.2% | Reduced |
| Global Retirement Partners, LLC | 63,497 | $5.67M | 0.28% | +4,611+7.8% | Added |
| M&R Capital Management Inc | 63,383 | $5.66M | 1.48% | −3,418−5.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 63,091 | $5.63M | 0.08% | −4,390−6.5% | Reduced |
| Anderson Hoagland & Co | 62,790 | $5.61M | 0.72% | +2,684+4.5% | Added |
| WealthBridge Investment Counsel Inc. | 62,736 | $5.60M | 2.36% | +2,025+3.3% | Added |