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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 62,708 | $5.60M | 0.15% | −524−0.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 62,476 | $5.58M | 0.75% | +62,476 | New |
| NZS Capital, LLC | 62,259 | $5.56M | 0.28% | +2,035+3.4% | Added |
| Power Corp of Canada | 62,252 | $5.56M | 0.58% | +85+0.1% | Added |
| Colony Capital, Inc. | 62,074 | $5.54M | 0.70% | 00.0% | Unchanged |
| Wade G W & Inc | 61,793 | $5.52M | 0.20% | +1,859+3.1% | Added |
| Pioneer Trust Bank N A | 61,755 | $5.51M | 1.59% | +123+0.2% | Added |
| Sand Hill Global Advisors, LLC | 61,500 | $5.49M | 0.27% | +1,489+2.5% | Added |
| Atwater Malick LLC | 60,688 | $5.42M | 2.31% | +2,575+4.4% | Added |
| Capital Markets Trading UK LLP | 60,183 | $5.37M | 3.94% | +56,717+1,636.4% | Added |
| Baker Tilly Wealth Management, LLC | 60,052 | $5.36M | 0.56% | +2,750+4.8% | Added |
| Gifford Fong Associates | 60,039 | $5.36M | 1.26% | 00.0% | Unchanged |
| Archon Partners LLC | 60,000 | $5.36M | 0.80% | −26,000−30.2% | Reduced |
| Evercore Wealth Management, LLC | 59,675 | $5.33M | 0.10% | −6,987−10.5% | Reduced |
| Cubist Systematic Strategies, LLC | 59,503 | $5.31M | 0.06% | +59,503 | New |
| Talbot Financial, LLC | 59,400 | $5.30M | 0.90% | +2,378+4.2% | Added |
| City Holding Co | 59,089 | $5.28M | 0.91% | +585+1.0% | Added |
| Vision Capital Management, Inc. | 58,984 | $5.27M | 0.90% | −166−0.3% | Reduced |
| McCollum Christoferson Group LLC | 58,851 | $5.25M | 1.50% | −70.0% | Reduced |
| Clearstead Advisors, LLC | 58,136 | $5.19M | 0.31% | +7,804+15.5% | Added |
| Anchor Investment Management, LLC | 58,071 | $5.18M | 0.66% | −4,018−6.5% | Reduced |
| Marietta Wealth Management, LLC | 58,005 | $5.18M | 0.98% | +4,335+8.1% | Added |
| Worm Capital, LLC | 57,731 | $5.15M | 4.53% | +57,161+10,028.2% | Added |
| Bloom Tree Partners, LLC | 57,691 | $5.15M | 2.40% | +57,691 | New |
| Northwestern Mutual Investment Management Company, LLC | 57,639 | $5.15M | 0.13% | +215+0.4% | Added |
| GHP Investment Advisors, Inc. | 57,664 | $5.13M | 0.30% | +11,120+23.9% | Added |
| Van Den Berg Management I, Inc | 57,351 | $5.12M | 1.84% | +3,507+6.5% | Added |
| Empirical Finance, LLC | 57,330 | $5.12M | 0.40% | +6,407+12.6% | Added |
| Aptus Capital Advisors, LLC | 57,273 | $5.11M | 0.15% | −1,886−3.2% | Reduced |
| Logan Capital Management Inc | 57,152 | $5.10M | 0.24% | +90+0.2% | Added |
| Advisor Partners II, LLC | 56,863 | $5.08M | 0.24% | −2,751−4.6% | Reduced |
| Independent Advisor Alliance | 56,842 | $5.07M | 0.22% | −3,168−5.3% | Reduced |
| Exchange Capital Management, Inc. | 56,636 | $5.06M | 0.94% | −40.0% | Reduced |
| Lyell Wealth Management, LP | 56,609 | $5.05M | 0.65% | −394−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 56,376 | $5.03M | 0.25% | −2,302−3.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 56,370 | $5.03M | 0.01% | −2,572−4.4% | Reduced |
| Madison Wealth Management | 56,368 | $5.03M | 1.02% | +14,957+36.1% | Added |
| FAI Wealth Management | 56,343 | $5.03M | 4.50% | +385+0.7% | Added |
| GAM Holding AG | 56,330 | $5.03M | 0.35% | −43−0.1% | Reduced |
| Welch & Forbes LLC | 56,290 | $5.03M | 0.08% | −1,640−2.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 56,146 | $5.01M | 4.96% | +2,199+4.1% | Added |
| Beta Wealth Group, Inc. | 56,131 | $5.01M | 2.90% | +3,840+7.3% | Added |
| Sowell Financial Services LLC | 56,103 | $5.01M | 0.28% | +16,506+41.7% | Added |
| Strategy Asset Managers LLC | 56,002 | $5.00M | 1.11% | +3,263+6.2% | Added |
| 1st Source Bank | 55,917 | $4.99M | 0.32% | −3,950−6.6% | Reduced |
| Brown Shipley& Co Ltd | 55,646 | $4.97M | 2.03% | +2,350+4.4% | Added |
| Fagan Associates, Inc. | 55,630 | $4.97M | 1.21% | −505−0.9% | Reduced |
| Goelzer Investment Management, Inc. | 55,554 | $4.96M | 0.42% | +21,506+63.2% | Added |
| Baker Chad R | 55,490 | $4.95M | 1.17% | −13,570−19.6% | Reduced |
| Princeton Capital Management LLC | 55,418 | $4.95M | 2.05% | +9,252+20.0% | Added |
| Winslow Asset Management Inc | 55,294 | $4.94M | 1.06% | +3,172+6.1% | Added |
| Sompo Asset Management Co., Ltd. | 54,950 | $4.91M | 0.92% | −970−1.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 54,859 | $4.90M | 1.15% | −365−0.7% | Reduced |
| Brown Brothers Harriman & Co | 54,707 | $4.88M | 0.04% | −4,737−8.0% | Reduced |
| Toth Financial Advisory Corp | 54,618 | $4.88M | 0.71% | −1,096−2.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 54,495 | $4.87M | 0.55% | −13,574−19.9% | Reduced |
| KMG Fiduciary Partners, LLC | 54,372 | $4.85M | 0.63% | −28,015−34.0% | Reduced |
| Hoylecohen, LLC | 54,344 | $4.85M | 0.43% | −1,545−2.8% | Reduced |
| Ar Asset Management Inc | 54,290 | $4.85M | 1.30% | +315+0.6% | Added |
| Van Strum & Towne Inc. | 54,200 | $4.84M | 2.00% | +440+0.8% | Added |
| Kinneret Advisory, LLC | 54,170 | $4.84M | 0.57% | 00.0% | Unchanged |
| Westpac Banking Corp | 54,168 | $4.84M | 0.34% | −234,123−81.2% | Reduced |
| River Wealth Advisors LLC | 54,166 | $4.84M | 0.82% | −233−0.4% | Reduced |
| Courier Capital LLC | 54,124 | $4.83M | 0.38% | −163−0.3% | Reduced |
| Northwest Bancshares, Inc. | 53,735 | $4.80M | 0.87% | +3,493+7.0% | Added |
| Kempner Capital Management Inc. | 52,729 | $4.71M | 3.02% | 00.0% | Unchanged |
| Novare Capital Management LLC | 52,585 | $4.69M | 0.50% | +63+0.1% | Added |
| Karpas Strategies, LLC | 52,436 | $4.68M | 1.58% | −437−0.8% | Reduced |
| Lafayette Investments, Inc. | 52,352 | $4.67M | 1.23% | +116+0.2% | Added |
| Skylands Capital, LLC | 52,350 | $4.67M | 0.67% | +20,250+63.1% | Added |
| Invictus Private Wealth, LLC | 52,043 | $4.65M | 0.50% | +49,077+1,654.7% | Added |
| Bessemer Group Inc | 52,027 | $4.65M | 0.01% | +11,075+27.0% | Added |
| Everence Capital Management Inc | 52,802 | $4.64M | 0.38% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 54,099 | $4.63M | 1.19% | +17,113+46.3% | Added |
| BTC Capital Management, Inc. | 51,966 | $4.63M | 0.50% | −2,074−3.8% | Reduced |
| Duality Advisers, LP | 51,603 | $4.61M | 0.58% | +51,603 | New |
| Lombard Odier Asset Management (USA) Corp | 51,510 | $4.60M | 0.52% | −13,629−20.9% | Reduced |
| Toroso Investments, LLC | 51,526 | $4.60M | 0.14% | −10,169−16.5% | Reduced |
| Essex Investment Management Co LLC | 51,460 | $4.59M | 0.64% | −5,461−9.6% | Reduced |
| Waratah Capital Advisors Ltd. | 51,447 | $4.59M | 0.23% | −481,666−90.3% | Reduced |
| Legal Advantage Investments, Inc. | 51,428 | $4.59M | 3.06% | +10.0% | Added |
| Columbia Asset Management | 51,207 | $4.57M | 0.98% | −9,716−15.9% | Reduced |
| CenterBook Partners LP | 51,088 | $4.56M | 0.57% | −4,453−8.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 50,991 | $4.55M | 1.01% | −621−1.2% | Reduced |
| Meyer Handelman Co | 50,856 | $4.54M | 0.18% | +3,825+8.1% | Added |
| Capital Investment Advisors, LLC | 50,741 | $4.53M | 0.14% | −1,489−2.9% | Reduced |
| NBT Bank N A | 50,649 | $4.52M | 0.65% | −2,126−4.0% | Reduced |
| Leavell Investment Management, Inc. | 50,625 | $4.52M | 0.31% | −170−0.3% | Reduced |
| AQR Capital Management LLC | 50,664 | $4.51M | 0.01% | +3,695+7.9% | Added |
| Somerville Kurt F | 50,536 | $4.51M | 0.86% | +4,685+10.2% | Added |
| Achmea Investment Management B.V. | 50,518 | $4.51M | 0.10% | +20,777+69.9% | Added |
| Trexquant Investment LP | 50,488 | $4.51M | 0.12% | +50,488 | New |
| Perennial Advisors, LLC | 50,412 | $4.50M | 1.15% | −694−1.4% | Reduced |
| LVM Capital Management Ltd | 50,192 | $4.48M | 0.60% | −450−0.9% | Reduced |
| Means Investment Co., Inc. | 50,063 | $4.47M | 0.71% | −2,879−5.4% | Reduced |
| Kepos Capital LP | 50,000 | $4.46M | 0.82% | +50,000 | New |
| TB Alternative Assets Ltd. | 49,700 | $4.44M | 1.10% | +49,700 | New |
| Fulton Bank, N.A. | 49,507 | $4.42M | 0.22% | −1,830−3.6% | Reduced |
| Wealthfront Advisers LLC | 49,494 | $4.42M | 0.02% | −46,365−48.4% | Reduced |
| Eisler Capital (UK) Ltd. | 48,414 | $4.32M | 0.46% | −42,310−46.6% | Reduced |