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 | 3,179 | $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 | 3,298 | $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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 48,413 | $4.32M | 0.15% | +12,356+34.3% | Added |
| EA Series Trust | 48,413 | $4.32M | 0.15% | +48,413 | New |
| Spire Wealth Management | 48,391 | $4.32M | 0.16% | −3,734−7.2% | Reduced |
| Close Asset Management Ltd | 48,358 | $4.32M | 0.20% | +5,844+13.7% | Added |
| Signaturefd, LLC | 48,193 | $4.30M | 0.11% | −5,588−10.4% | Reduced |
| First National Trust Co | 48,141 | $4.30M | 0.20% | −5,717−10.6% | Reduced |
| Koss-Olinger Consulting, LLC | 47,997 | $4.29M | 0.50% | +103+0.2% | Added |
| PFS Investments Inc. | 47,999 | $4.29M | 0.07% | +1,310+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 47,984 | $4.28M | 0.06% | −9,657−16.8% | Reduced |
| Trust Co of Toledo NA | 47,954 | $4.28M | 0.72% | −833−1.7% | Reduced |
| Sara-Bay Financial | 47,950 | $4.28M | 2.08% | −705−1.4% | Reduced |
| Pallas Capital Advisors LLC | 49,904 | $4.27M | 0.19% | −8,771−14.9% | Reduced |
| Cubic Asset Management, LLC | 47,799 | $4.27M | 1.15% | +2,876+6.4% | Added |
| Independent Investors Inc | 47,732 | $4.26M | 0.99% | −308−0.6% | Reduced |
| Ironwood Investment Counsel, LLC | 47,681 | $4.26M | 0.96% | +3,086+6.9% | Added |
| American National Bank | 47,433 | $4.23M | 0.71% | +8,544+22.0% | Added |
| Altrafin AG | 47,189 | $4.21M | 1.89% | +75+0.2% | Added |
| Schmidt P J Investment Management Inc | 49,195 | $4.21M | 0.84% | −1,857−3.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 47,161 | $4.21M | 2.11% | +1,443+3.2% | Added |
| Stony Point Wealth Management Inc. | 47,053 | $4.20M | 2.09% | −2,633−5.3% | Reduced |
| Citizens National Bank Trust Department | 46,759 | $4.17M | 1.10% | −3,165−6.3% | Reduced |
| Capital Investment Counsel, Inc | 46,723 | $4.17M | 0.81% | +2,632+6.0% | Added |
| Eagle Rock Investment Company, LLC | 48,645 | $4.16M | 0.90% | +341+0.7% | Added |
| Ostrum Asset Management | 46,535 | $4.15M | 0.35% | −1,668−3.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 46,400 | $4.14M | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 46,309 | $4.13M | 0.51% | −1,911−4.0% | Reduced |
| Welch Group, LLC | 46,288 | $4.13M | 0.24% | +4,080+9.7% | Added |
| Highland Capital Management, LLC | 46,253 | $4.13M | 0.27% | −2,225−4.6% | Reduced |
| Beech Hill Advisors, Inc. | 46,135 | $4.12M | 2.00% | +305+0.7% | Added |
| Savant Capital, LLC | 46,068 | $4.11M | 0.06% | +5,640+14.0% | Added |
| Hyman Charles D | 46,010 | $4.11M | 0.26% | −588−1.3% | Reduced |
| Granite Investment Partners, LLC | 45,948 | $4.10M | 0.16% | −104,050−69.4% | Reduced |
| HB Wealth Management, LLC | 45,932 | $4.10M | 0.07% | −7,102−13.4% | Reduced |
| First Western Trust Bank | 45,919 | $4.10M | 0.20% | −2,227−4.6% | Reduced |
| Walleye Trading LLC | 45,769 | $4.09M | 0.21% | −247,435−84.4% | Reduced |
| YHB Investment Advisors, Inc. | 45,628 | $4.07M | 0.38% | −44,555−49.4% | Reduced |
| Campbell Capital Management Inc | 45,595 | $4.07M | 2.28% | +27,400+150.6% | Added |
| Bank of Nova Scotia Trust Co | 45,553 | $4.07M | 0.42% | +851+1.9% | Added |
| Levin Capital Strategies, L.P. | 45,467 | $4.06M | 0.47% | −2,267−4.7% | Reduced |
| IFP Advisors, Inc | 35,838 | $4.06M | 0.20% | −3,073−7.9% | Reduced |
| Siemens Fonds Invest GmbH | 45,606 | $4.05M | 0.39% | 00.0% | Unchanged |
| Fragasso Group Inc. | 45,305 | $4.04M | 0.43% | −10,144−18.3% | Reduced |
| swisspartners Advisors Ltd | 45,278 | $4.04M | 3.26% | +1,275+2.9% | Added |
| Illinois Municipal Retirement Fund | 45,186 | $4.03M | 0.08% | 00.0% | Unchanged |
| Costello Asset Management, INC | 44,913 | $4.01M | 3.43% | +104+0.2% | Added |
| Shufro Rose & Co LLC | 44,892 | $4.01M | 0.37% | +50+0.1% | Added |
| Farmers National Bank | 44,872 | $4.01M | 1.37% | +1,060+2.4% | Added |
| Park Avenue Securities LLC | 44,835 | $4.00M | 0.06% | +6,350+16.5% | Added |
| Jefferies Financial Group Inc. | 44,796 | $4.00M | 0.09% | +10,615+31.1% | Added |
| Kennon-Green & Company, LLC | 44,773 | $4.00M | 3.72% | +1,034+2.4% | Added |
| Wallington Asset Management, LLC | 44,748 | $4.00M | 0.72% | +1,676+3.9% | Added |
| NFJ Investment Group, LLC | 44,708 | $3.99M | 0.11% | −62−0.1% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 43,905 | $3.97M | 0.82% | −40,799−48.2% | Reduced |
| Chapman Investment Management, LLC | 44,485 | $3.97M | 3.15% | −200.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 44,000 | $3.93M | 0.02% | −72,500−62.2% | Reduced |
| Capital Analysts, LLC | 43,976 | $3.93M | 0.22% | +10,666+32.0% | Added |
| Moreno Evelyn V | 43,963 | $3.93M | 0.84% | +1,270+3.0% | Added |
| IHT Wealth Management, LLC | 43,903 | $3.92M | 0.20% | −1,312−2.9% | Reduced |
| Brave Asset Management Inc | 43,774 | $3.91M | 1.15% | −1,628−3.6% | Reduced |
| Institute for Wealth Management, LLC. | 43,741 | $3.91M | 0.69% | −1,327−2.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 43,472 | $3.88M | 0.15% | −3,392−7.2% | Reduced |
| Fiduciary Alliance LLC | 43,348 | $3.87M | 0.83% | −2,004−4.4% | Reduced |
| Boston Private Wealth LLC | 43,245 | $3.86M | 0.07% | −8,460−16.4% | Reduced |
| Pavion Blue Capital, LLC | 43,170 | $3.85M | 2.25% | +2,141+5.2% | Added |
| Freestone Capital Holdings, LLC | 43,128 | $3.85M | 0.16% | −5,131−10.6% | Reduced |
| United Services Automobile Association | 43,066 | $3.84M | 0.11% | +1,260+3.0% | Added |
| Key Financial Inc | 43,036 | $3.84M | 1.27% | −4,583−9.6% | Reduced |
| Motley Fool Asset Management LLC | 43,019 | $3.84M | 0.34% | +3,106+7.8% | Added |
| Vestcor Inc | 42,961 | $3.84M | 0.14% | −113−0.3% | Reduced |
| CAPROCK Group, Inc. | 42,923 | $3.83M | 0.28% | −1,239−2.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 42,867 | $3.83M | 0.37% | +14,957+53.6% | Added |
| Bridge Creek Capital Management LLC | 42,752 | $3.82M | 1.37% | +547+1.3% | Added |
| Daymark Wealth Partners, LLC | 42,693 | $3.81M | 0.28% | +30,446+248.6% | Added |
| Simmons Bank | 42,590 | $3.80M | 0.32% | −4,003−8.6% | Reduced |
| Koshinski Asset Management, Inc. | 42,300 | $3.78M | 0.40% | −6,922−14.1% | Reduced |
| Rice Partnership, LLC | 42,219 | $3.77M | 1.03% | −627−1.5% | Reduced |
| Townsend Asset Management Corp | 42,185 | $3.77M | 1.80% | +780+1.9% | Added |
| Hartford Financial Management Inc. | 42,164 | $3.76M | 0.93% | +1,069+2.6% | Added |
| Alberta Investment Management Corp | 42,000 | $3.75M | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 41,985 | $3.75M | 0.14% | +9,108+27.7% | Added |
| Level Four Advisory Services, LLC | 41,701 | $3.72M | 0.22% | +2,188+5.5% | Added |
| Choate Investment Advisors | 41,545 | $3.71M | 0.16% | +6,743+19.4% | Added |
| Bard Financial Services, Inc. | 41,495 | $3.70M | 0.29% | −2,285−5.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 41,461 | $3.70M | 0.05% | +358+0.9% | Added |
| Arlington Partners LLC | 41,449 | $3.70M | 0.57% | +1,657+4.2% | Added |
| Ingalls & Snyder LLC | 41,407 | $3.70M | 0.18% | −78,435−65.4% | Reduced |
| Assetmark, Inc | 41,156 | $3.67M | 0.01% | +5,678+16.0% | Added |
| Family Capital Trust Co | 41,114 | $3.67M | 1.28% | +275+0.7% | Added |
| Schwerin Boyle Capital Management Inc | 40,900 | $3.65M | 0.34% | −2,750−6.3% | Reduced |
| HBW Advisory Services LLC | 40,842 | $3.65M | 0.79% | +21,339+109.4% | Added |
| Papp L Roy & Associates | 40,833 | $3.65M | 0.47% | −19,702−32.5% | Reduced |
| Evoke Wealth, LLC | 40,721 | $3.64M | 0.13% | −31,476−43.6% | Reduced |
| Reliant Investment Management, LLC | 40,705 | $3.63M | 2.09% | +40,705 | New |
| Strategic Advisors LLC | 40,681 | $3.63M | 0.69% | +368+0.9% | Added |
| Buckhead Capital Management LLC | 40,659 | $3.63M | 0.86% | −601−1.5% | Reduced |
| Charter Trust Co | 40,612 | $3.63M | 0.28% | −2,430−5.6% | Reduced |
| Hunter Associates Investment Management LLC | 40,690 | $3.62M | 0.71% | −1,590−3.8% | Reduced |
| Resources Management Corp | 40,468 | $3.61M | 0.56% | +39,968+7,993.6% | Added |
| RNC Capital Management LLC | 40,384 | $3.60M | 0.20% | −2,951−6.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 40,357 | $3.60M | 0.58% | +16,053+66.1% | Added |