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
- 3,178
- +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
- 1,201 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 |
|---|---|---|---|---|---|
| American Money Management, LLC | 4,630 | $566.5K | 0.12% | −230−4.7% | Reduced |
| Sendero Wealth Management, LLC | 4,649 | $568.9K | 0.10% | +89+2.0% | Added |
| 626 Financial, LLC | 4,653 | $569.4K | 0.34% | −356−7.1% | Reduced |
| Corundum Group, Inc. | 4,664 | $570.7K | 0.28% | +822+21.4% | Added |
| Schmidt P J Investment Management Inc | 4,664 | $570.7K | 0.11% | −5,169−52.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,666 | $570.9K | 0.27% | −303−6.1% | Reduced |
| Grant/GrossMendelsohn, LLC | 4,849 | $572.1K | 0.27% | −1,030−17.5% | Reduced |
| Saxony Capital Management, LLC | 4,676 | $572.2K | 0.69% | −648−12.2% | Reduced |
| Source Financial Advisors LLC | 4,682 | $572.9K | 0.17% | +12+0.3% | Added |
| Argent Capital Management LLC | 4,685 | $573.3K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 4,721 | $573.7K | 0.69% | −118−2.4% | Reduced |
| CM Wealth Advisors LLC | 5,448 | $574.2K | 0.16% | +5,448 | New |
| Sovereign Financial Group, Inc. | 4,699 | $575.0K | 0.15% | +1,459+45.0% | Added |
| West Family Investments, Inc. | 4,707 | $575.9K | 0.18% | +294+6.7% | Added |
| Fca Corp | 4,715 | $576.9K | 0.19% | +17+0.4% | Added |
| Kirtland Hills Capital Management, LLC | 5,480 | $577.5K | 0.50% | +5,480 | New |
| First National Bank of Mount Dora, Trust Investment Services | 4,729 | $578.6K | 0.14% | −5−0.1% | Reduced |
| Systematic Alpha Investments, LLC | 4,731 | $578.9K | 0.02% | 00.0% | Unchanged |
| Heron Bay Capital Management | 4,750 | $581.2K | 0.12% | 00.0% | Unchanged |
| Harbor Advisors LLC | 4,759 | $582.3K | 0.11% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,765 | $583.1K | 0.13% | −237−4.7% | Reduced |
| Quantum Private Wealth, LLC | 4,767 | $583.3K | 0.22% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 4,774 | $584.2K | 0.44% | +108+2.3% | Added |
| Triumph Capital Management | 4,808 | $584.3K | 0.24% | −2,673−35.7% | Reduced |
| Trustmark National Bank Trust Department | 4,780 | $584.9K | 0.05% | −89−1.8% | Reduced |
| Retirement Income Solutions, Inc | 4,799 | $587.2K | 0.13% | +67+1.4% | Added |
| Litman Gregory Asset Management LLC | 4,800 | $587.3K | 0.05% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 4,802 | $587.6K | 0.07% | −78−1.6% | Reduced |
| H&H Retirement Design & Management INC | 5,266 | $589.7K | 0.39% | +5,266 | New |
| Schrum Private Wealth Management LLC | 4,820 | $589.8K | 0.54% | +327+7.3% | Added |
| Hendley & Co Inc | 4,820 | $590.0K | 0.21% | −100−2.0% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 4,824 | $590.3K | 0.01% | +4,824 | New |
| Conscious Wealth Investments, LLC | 5,184 | $590.4K | 0.45% | −1,356−20.7% | Reduced |
| Evernest Financial Advisors, LLC | 5,243 | $590.4K | 0.28% | +645+14.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,831 | $591.1K | 0.15% | −99−2.0% | Reduced |
| South Street Advisors LLC | 4,832 | $591.2K | 0.09% | 00.0% | Unchanged |
| First Financial Corp | 4,842 | $592.5K | 0.30% | −479−9.0% | Reduced |
| First Financial Bankshares Inc | 4,843 | $592.6K | 0.01% | −302−5.9% | Reduced |
| AA Financial Advisors, LLC | 4,851 | $593.6K | 0.24% | +4,851 | New |
| Archford Capital Strategies, LLC | 4,854 | $593.9K | 0.10% | +1,369+39.3% | Added |
| Boit C F David | 5,400 | $596.6K | 0.33% | 00.0% | Unchanged |
| Burton Enright Welch | 4,879 | $597.1K | 0.14% | −39−0.8% | Reduced |
| Invesco, LLC | 4,890 | $598.3K | 0.25% | +191+4.1% | Added |
| Alta Advisers Ltd | 4,900 | $599.6K | 0.30% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 4,912 | $601.0K | 0.18% | −489−9.1% | Reduced |
| High Net Worth Advisory Group LLC | 4,918 | $601.8K | 0.19% | −19−0.4% | Reduced |
| Aureus Asset Management, LLC | 4,930 | $603.3K | 0.04% | −500−9.2% | Reduced |
| Leo Wealth, LLC | 4,966 | $605.3K | 0.06% | +1,101+28.5% | Added |
| Safeguard Investment Advisory Group, LLC | 4,947 | $605.4K | 0.21% | −115−2.3% | Reduced |
| Maple Capital Management, Inc. | 4,948 | $605.4K | 0.06% | −589−10.6% | Reduced |
| Revolve Wealth Partners, LLC | 4,955 | $606.3K | 0.10% | +237+5.0% | Added |
| Sunpointe, LLC | 4,956 | $606.4K | 0.67% | +14+0.3% | Added |
| Davis Investment Partners, LLC | 5,170 | $606.5K | 0.27% | 00.0% | Unchanged |
| Aviso Wealth Management | 4,964 | $607.4K | 0.38% | −1,794−26.5% | Reduced |
| Northside Capital Management, LLC | 4,973 | $608.5K | 0.11% | −400−7.4% | Reduced |
| Prudent Man Advisors, LLC | 4,985 | $610.0K | 0.23% | −104−2.0% | Reduced |
| BOCHK Asset Management Ltd | 5,000 | $611.8K | 0.21% | 00.0% | Unchanged |
| Bath Savings Trust Co | 5,010 | $613.0K | 0.07% | −3,696−42.5% | Reduced |
| MSH Capital Advisors LLC | 5,011 | $613.1K | 0.22% | −1,159−18.8% | Reduced |
| Great Lakes Retirement, Inc. | 5,023 | $614.7K | 0.09% | +5,023 | New |
| LaFleur & Godfrey LLC | 5,042 | $616.9K | 0.09% | −1,505−23.0% | Reduced |
| Prosperity Financial Group, Inc. | 5,046 | $617.5K | 0.38% | +16+0.3% | Added |
| Presilium Private Wealth, LLC | 5,049 | $617.8K | 0.16% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,050 | $617.9K | 0.06% | +1,150+29.5% | Added |
| Meritas Wealth Management, LLC | 5,052 | $618.2K | 0.43% | 00.0% | Unchanged |
| JT Stratford LLC | 5,055 | $618.5K | 0.12% | +2,087+70.3% | Added |
| Bluesphere Advisors, LLC | 5,065 | $619.7K | 0.34% | +4+0.1% | Added |
| Per Stirling Capital Management, LLC. | 5,070 | $620.4K | 0.10% | −235−4.4% | Reduced |
| Zacks Investment Management | 5,080 | $621.7K | 0.01% | −1,670−24.7% | Reduced |
| Grandview Asset Management LLC | 5,081 | $622.0K | 0.28% | −173−3.3% | Reduced |
| Carson Advisory Inc. | 5,085 | $622.1K | 0.44% | −171−3.3% | Reduced |
| SFMG, LLC | 5,091 | $622.9K | 0.05% | +890+21.2% | Added |
| Braun Stacey Associates Inc | 5,101 | $624.0K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 5,103 | $624.4K | 0.24% | −128−2.4% | Reduced |
| Paragon Private Wealth Management, LLC | 5,109 | $625.2K | 0.37% | +215+4.4% | Added |
| Evolution Wealth Advisors, LLC | 5,111 | $625.4K | 0.12% | −2,331−31.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 5,135 | $628.4K | 0.24% | −222−4.1% | Reduced |
| TRUE Private Wealth Advisors | 5,145 | $629.5K | 0.07% | +383+8.0% | Added |
| Wellington Shields Capital Management, LLC | 5,151 | $630.3K | 0.12% | −329−6.0% | Reduced |
| Taylor Financial Group, Inc. | 5,155 | $630.8K | 0.48% | −582−10.1% | Reduced |
| Westwood Holdings Group Inc. | 5,158 | $631.0K | 0.00% | +884+20.7% | Added |
| Waypoint Capital Advisors, LLC | 5,170 | $632.6K | 0.17% | +91+1.8% | Added |
| Geller Advisors LLC | 5,178 | $633.6K | 0.05% | +409+8.6% | Added |
| Visionary Wealth Advisors | 5,186 | $634.6K | 0.04% | −152−2.8% | Reduced |
| AlphaCore Capital LLC | 5,204 | $636.8K | 0.17% | +241+4.9% | Added |
| First Community Trust NA | 5,204 | $636.8K | 0.60% | −105−2.0% | Reduced |
| Acorn Financial Advisory Services Inc | 5,212 | $637.8K | 0.12% | −176−3.3% | Reduced |
| McAdam, LLC | 5,216 | $638.3K | 0.04% | +1,520+41.1% | Added |
| WP Advisors, LLC | 5,226 | $639.4K | 0.21% | −228−4.2% | Reduced |
| Emprise Bank | 5,249 | $642.3K | 0.43% | +5,249 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5,252 | $642.7K | 0.23% | +1,518+40.7% | Added |
| 1620 Investment Advisors, Inc. | 5,272 | $645.1K | 0.66% | +35+0.7% | Added |
| Blueprint Investment Partners LLC | 5,275 | $645.5K | 0.13% | +2,033+62.7% | Added |
| Oak Asset Management, LLC | 5,278 | $645.8K | 0.24% | −1,319−20.0% | Reduced |
| Janney Capital Management LLC | 5,276 | $646.0K | 0.04% | −555−9.5% | Reduced |
| Main Street Group, LTD | 5,318 | $646.7K | 0.28% | +312+6.2% | Added |
| Clean Yield Group | 5,289 | $647.2K | 0.25% | −60−1.1% | Reduced |
| Gibbs Wealth Management | 5,293 | $647.7K | 0.37% | +5,293 | New |
| Apella Capital, LLC | 5,493 | $648.0K | 0.03% | −421−7.1% | Reduced |
| AdvisorNet Financial, Inc | 5,302 | $648.7K | 0.06% | −38−0.7% | Reduced |