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, Q1 2024
Institutional positions in Walt Disney Co as of Mar 31, 2024. 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
- 3,179
- +208 vs. Q4 2023
- Shares held
- 1.25B
- +44.7M (+3.7%) vs. Q4 2023
- Total value
- $152.6B
- +$43.9B (+40.3%) vs. Q4 2023
- New holders
- 358
- 1,202 more added
- Sold out
- 150
- 1,344 more reduced
39 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Union Savings Bank | 4,001 | $489.6K | 0.26% | −1,019−20.3% | Reduced |
| Pacific Sage Partners, LLC | 4,002 | $489.7K | 0.13% | −141−3.4% | Reduced |
| Glen Eagle Advisors, LLC | 4,008 | $490.4K | 0.09% | −284−6.6% | Reduced |
| Wealth Effects LLC | 4,016 | $491.4K | 0.18% | +185+4.8% | Added |
| Vanguard Capital Wealth Advisors | 4,035 | $493.7K | 0.35% | −2,127−34.5% | Reduced |
| Am Investment Strategies LLC | 4,033 | $494.0K | 0.13% | +12+0.3% | Added |
| First Affirmative Financial Network | 4,043 | $494.7K | 0.36% | +50+1.3% | Added |
| Baron Wealth Management LLC | 4,056 | $496.3K | 0.26% | +237+6.2% | Added |
| Marietta Investment Partners LLC | 4,057 | $496.4K | 0.11% | −280−6.5% | Reduced |
| Michael S. Ryan, Inc. | 4,058 | $496.5K | 0.39% | −76−1.8% | Reduced |
| MTM Investment Management, LLC | 4,071 | $498.1K | 0.21% | +10.0% | Added |
| Smart Portfolios, LLC | 4,072 | $498.3K | 0.53% | +80+2.0% | Added |
| Wellspring Financial Advisors, LLC | 4,072 | $498.3K | 0.08% | −2,838−41.1% | Reduced |
| Archetype Wealth Partners | 4,075 | $499.0K | 0.08% | +4,075 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,086 | $499.9K | 0.01% | −85−2.0% | Reduced |
| Burt Wealth Advisors | 4,087 | $500.1K | 0.13% | +483+13.4% | Added |
| Prairie Wealth Advisors, Inc. | 4,100 | $501.7K | 0.24% | +4,100 | New |
| Financial Security Advisor, Inc. | 4,104 | $502.1K | 0.18% | −165−3.9% | Reduced |
| Greenwich Wealth Management LLC | 4,109 | $503.0K | 0.04% | +385+10.3% | Added |
| Wealthquest Corp | 4,111 | $503.0K | 0.05% | +23+0.6% | Added |
| Allegheny Financial Group LTD | 4,114 | $503.4K | 0.16% | −491−10.7% | Reduced |
| Dudley Capital Management, LLC | 4,156 | $505.1K | 0.29% | −545−11.6% | Reduced |
| Twelve Points Wealth Management LLC | 4,135 | $505.9K | 0.19% | −363−8.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,147 | $507.3K | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,148 | $507.6K | 0.10% | +387+10.3% | Added |
| Consolidated Investment Group LLC | 4,150 | $508.0K | 0.08% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,157 | $508.7K | 0.14% | +332+8.7% | Added |
| ORBA Wealth Advisors, L.L.C. | 4,157 | $508.7K | 0.28% | +1,200+40.6% | Added |
| Oxinas Partners Wealth Management LLC | 4,160 | $509.0K | 0.33% | −102−2.4% | Reduced |
| Wittenberg Investment Management, Inc. | 4,166 | $509.8K | 0.17% | −20.0% | Reduced |
| Crew Capital Management, Ltd. | 4,172 | $510.5K | 0.41% | +1,372+49.0% | Added |
| Horan Capital Advisors, LLC. | 4,181 | $511.6K | 0.18% | −421−9.1% | Reduced |
| Arcataur Capital Management LLC | 4,182 | $511.7K | 0.18% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 4,185 | $512.1K | 0.14% | +634+17.9% | Added |
| Evermay Wealth Management LLC | 4,199 | $513.9K | 0.08% | +1,494+55.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 4,204 | $514.4K | 0.44% | −379−8.3% | Reduced |
| Viewpoint Capital Management LLC | 4,229 | $517.5K | 0.33% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 4,663 | $518.0K | 0.48% | +237+5.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 4,259 | $521.1K | 0.37% | −95−2.2% | Reduced |
| My Personal CFO, LLC | 4,271 | $522.6K | 0.30% | +108+2.6% | Added |
| Everpar Advisors LLC | 4,277 | $523.3K | 0.32% | +4,277 | New |
| Strategic Advocates LLC | 4,279 | $523.6K | 0.20% | +1,406+48.9% | Added |
| Kathmere Capital Management, LLC | 4,284 | $524.2K | 0.06% | +1,491+53.4% | Added |
| Prosperity Wealth Management, Inc. | 4,289 | $524.9K | 0.25% | +395+10.1% | Added |
| Waterfront Wealth Inc. | 4,716 | $525.7K | 0.15% | −291−5.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,305 | $526.8K | 0.18% | −96−2.2% | Reduced |
| Hemington Wealth Management | 4,303 | $527.0K | 0.19% | −1,910−30.7% | Reduced |
| Affiance Financial, LLC | 4,308 | $527.2K | 0.14% | −56−1.3% | Reduced |
| Evanson Asset Management, LLC | 4,312 | $527.6K | 0.04% | −198−4.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,313 | $527.7K | 0.13% | −470−9.8% | Reduced |
| Sentry LLC | 4,319 | $528.5K | 0.10% | −10−0.2% | Reduced |
| Manchester Financial Inc | 4,322 | $528.8K | 0.14% | +328+8.2% | Added |
| Fortis Advisors, LLC | 4,322 | $528.8K | 0.35% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4,332 | $530.0K | 0.06% | −6−0.1% | Reduced |
| Royal Capital Wealth Management, LLC | 4,340 | $531.0K | 0.42% | +1,600+58.4% | Added |
| Saranac Partners Ltd | 4,347 | $531.9K | 0.33% | −1,103−20.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 4,360 | $533.6K | 0.02% | −1,598−26.8% | Reduced |
| WealthPLAN Partners, LLC | 4,364 | $534.0K | 0.06% | −3,002−40.8% | Reduced |
| Planning Capital Management Corp | 4,369 | $534.6K | 0.39% | −66−1.5% | Reduced |
| IFG Advisors, LLC | 4,373 | $535.1K | 0.14% | −90−2.0% | Reduced |
| LongView Wealth Management | 4,375 | $535.3K | 0.21% | −108−2.4% | Reduced |
| Summit Financial Strategies, Inc. | 4,375 | $535.4K | 0.07% | +3+0.1% | Added |
| Castleview Partners, LLC | 4,379 | $535.8K | 0.30% | +290+7.1% | Added |
| Global Trust Asset Management, LLC | 4,380 | $535.9K | 0.22% | −822−15.8% | Reduced |
| Catalyst Financial Partners LLC | 4,755 | $537.0K | 0.14% | +694+17.1% | Added |
| Grant Street Asset Management, Inc. | 4,390 | $537.1K | 0.17% | +4,390 | New |
| Advus Financial Partners, LLC | 4,403 | $538.8K | 0.17% | +41+0.9% | Added |
| Coppell Advisory Solutions Corp. | 4,410 | $539.6K | 0.10% | +4,410 | New |
| Second Half Financial Partners, LLC | 4,413 | $540.0K | 0.24% | −20.0% | Reduced |
| MPS Loria Financial Planners, LLC | 4,427 | $541.7K | 0.18% | −144−3.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,432 | $542.3K | 0.13% | −157−3.4% | Reduced |
| LVW Advisors, LLC | 4,434 | $542.6K | 0.09% | +403+10.0% | Added |
| Blue Fin Capital, Inc. | 4,444 | $543.8K | 0.12% | −1,398−23.9% | Reduced |
| HTLF Bank | 4,454 | $545.0K | 0.06% | −467−9.5% | Reduced |
| CFM Wealth Partners LLC | 4,463 | $546.1K | 0.11% | −4,183−48.4% | Reduced |
| Relative Value Partners Group, LLC | 5,690 | $546.6K | 0.03% | −50−0.9% | Reduced |
| Optas, LLC | 4,472 | $547.2K | 0.15% | +1,264+39.4% | Added |
| Sloy Dahl & Holst, LLC | 4,472 | $547.2K | 0.13% | −10−0.2% | Reduced |
| Orca Investment Management, LLC | 4,476 | $547.7K | 0.51% | −186−4.0% | Reduced |
| Ironwood Financial, llc | 4,481 | $548.3K | 0.13% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,488 | $549.1K | 0.04% | +394+9.6% | Added |
| Berkeley Capital Partners, LLC | 4,488 | $549.1K | 0.17% | −1,598−26.3% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,494 | $549.9K | 0.33% | +10+0.2% | Added |
| Hall Kathryn A. | 4,504 | $551.1K | 0.13% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 4,520 | $553.1K | 0.05% | −4,435−49.5% | Reduced |
| Gemmer Asset Management LLC | 4,529 | $554.2K | 0.06% | +250+5.8% | Added |
| Salomon & Ludwin, LLC | 4,532 | $554.5K | 0.05% | −194−4.1% | Reduced |
| Wealth Architects, LLC | 4,538 | $555.3K | 0.07% | +24+0.5% | Added |
| F/M Investments LLC | 4,431 | $555.4K | 0.38% | +13+0.3% | Added |
| Redhawk Wealth Advisors, Inc. | 4,553 | $557.1K | 0.09% | +149+3.4% | Added |
| Fortitude Advisory Group L.L.C. | 4,557 | $557.6K | 0.32% | +331+7.8% | Added |
| Castle Rock Wealth Management, LLC | 5,061 | $559.1K | 0.15% | −470−8.5% | Reduced |
| Chesapeake Wealth Management | 4,579 | $560.3K | 0.20% | −559−10.9% | Reduced |
| Sierra Summit Advisors LLC | 4,580 | $560.4K | 0.15% | +225+5.2% | Added |
| Sargent Investment Group, LLC | 4,593 | $562.0K | 0.12% | +1,274+38.4% | Added |
| Westbourne Investment Advisors, Inc. | 4,591 | $562.0K | 0.21% | −1,065−18.8% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,595 | $562.2K | 0.50% | −577−11.2% | Reduced |
| Register Financial Advisors LLC | 4,596 | $562.4K | 0.29% | +870+23.3% | Added |
| Foster Victor Wealth Advisors, LLC | 4,804 | $562.8K | 0.05% | +1,676+53.6% | Added |
| Kapstone Financial Advisors LLC | 4,618 | $565.1K | 0.38% | −214−4.4% | Reduced |