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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 5,304 | $649.0K | 0.25% | −187−3.4% | Reduced |
| Patten Group, Inc. | 5,312 | $650.0K | 0.16% | +157+3.0% | Added |
| Finer Wealth Management, Inc. | 5,317 | $650.6K | 0.43% | −1,047−16.5% | Reduced |
| Matrix Private Capital Group LLC | 5,341 | $653.5K | 0.44% | −250−4.5% | Reduced |
| Harvest Fund Management Co., Ltd | 5,355 | $655.0K | 0.06% | +5,278+6,854.5% | Added |
| Intrua Financial, LLC | 5,355 | $655.3K | 0.10% | −495−8.5% | Reduced |
| Neumann Capital Management, LLC | 5,364 | $656.3K | 0.23% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 5,364 | $656.4K | 0.04% | +455+9.3% | Added |
| Westwood Wealth Management | 5,370 | $657.1K | 0.32% | −200−3.6% | Reduced |
| SP Asset Management LLC | 5,378 | $658.1K | 0.06% | +36+0.7% | Added |
| AFS Financial Group, LLC | 5,385 | $658.9K | 2.77% | −5,936−52.4% | Reduced |
| McDonough Capital Management, Inc | 5,394 | $660.0K | 0.52% | −667−11.0% | Reduced |
| Wall Street Access Asset Management, LLC | 5,410 | $662.0K | 0.27% | +1,794+49.6% | Added |
| New Covenant Trust Company, N.A. | 5,416 | $662.7K | 0.66% | +5,416 | New |
| Mirador Capital Partners LP | 5,424 | $663.6K | 0.13% | +60+1.1% | Added |
| Detalus Advisors, LLC | 5,430 | $664.4K | 0.24% | −87−1.6% | Reduced |
| Mizuho Markets Cayman LP | 7,388 | $667.1K | 0.41% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 5,459 | $668.0K | 0.20% | −42−0.8% | Reduced |
| Altus Wealth Group LLC | 5,466 | $668.8K | 0.34% | −122−2.2% | Reduced |
| Global Financial Private Client, LLC | 5,508 | $669.4K | 0.29% | 00.0% | Unchanged |
| Hutchinson Capital Management | 5,472 | $669.6K | 0.14% | +10+0.2% | Added |
| St. Clair Advisors, LLC | 5,475 | $669.9K | 0.22% | +1,475+36.9% | Added |
| Veracity Capital LLC | 5,476 | $670.0K | 0.26% | −247−4.3% | Reduced |
| Nabity-Jensen Investment Management Inc | 5,478 | $670.3K | 0.55% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 5,478 | $670.3K | 0.18% | +50+0.9% | Added |
| Sandhill Capital Partners LLC | 5,496 | $672.5K | 0.05% | −3,101−36.1% | Reduced |
| Financial Management Network Inc | 5,746 | $672.8K | 0.17% | −1,006−14.9% | Reduced |
| Sunbelt Securities, Inc. | 5,509 | $674.1K | 0.08% | −8,075−59.4% | Reduced |
| Delta Investment Management, LLC | 5,514 | $674.7K | 0.15% | +41+0.7% | Added |
| Forza Wealth Management, LLC | 5,520 | $675.4K | 0.35% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5,522 | $675.7K | 0.52% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,525 | $676.0K | 0.19% | +36+0.7% | Added |
| Advisor Resource Council | 7,490 | $676.3K | 0.29% | +2,839+61.0% | Added |
| SkyOak Wealth, LLC | 5,527 | $676.3K | 0.16% | +6+0.1% | Added |
| Personal Cfo Solutions, LLC | 5,527 | $676.3K | 0.11% | +420+8.2% | Added |
| TCI Wealth Advisors, Inc. | 5,531 | $676.7K | 0.07% | +273+5.2% | Added |
| GeoWealth Management, LLC | 5,538 | $677.6K | 0.03% | +2,248+68.3% | Added |
| Gratus Capital LLC | 5,537 | $677.6K | 0.03% | +2,504+82.6% | Added |
| Aveo Capital Partners, LLC | 5,970 | $678.6K | 0.07% | +931+18.5% | Added |
| RiverFront Investment Group, LLC | 5,564 | $680.8K | 0.02% | +527+10.5% | Added |
| LSV Asset Management | 5,600 | $685.0K | 0.00% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,612 | $686.7K | 0.22% | −139−2.4% | Reduced |
| ProVise Management Group, LLC | 5,619 | $687.6K | 0.06% | +73+1.3% | Added |
| Tompkins Financial Corp | 5,622 | $687.9K | 0.08% | −614−9.8% | Reduced |
| Cozad Asset Management Inc | 5,623 | $688.0K | 0.07% | −2,350−29.5% | Reduced |
| Amussen Hunsaker Associates LLC | 5,668 | $689.9K | 0.13% | −93,080−94.3% | Reduced |
| Callan Capital, LLC | 5,639 | $690.0K | 0.06% | +1,759+45.3% | Added |
| Tiemann Investment Advisors, LLC | 5,640 | $690.1K | 0.31% | −150−2.6% | Reduced |
| Holderness Investments Co | 5,643 | $690.5K | 0.17% | +452+8.7% | Added |
| Oxford Financial Group Ltd | 5,649 | $691.2K | 0.05% | −1,276−18.4% | Reduced |
| Silverlake Wealth Management LLC | 5,677 | $694.6K | 0.35% | −1,320−18.9% | Reduced |
| Pacific Center for Financial Services | 5,682 | $695.2K | 0.20% | −176−3.0% | Reduced |
| Black Cypress Capital Management, LLC | 5,684 | $695.5K | 0.65% | +5,684 | New |
| Copperwynd Financial, LLC | 5,689 | $696.1K | 0.25% | +354+6.6% | Added |
| Probity Advisors, Inc. | 5,697 | $697.1K | 0.14% | +169+3.1% | Added |
| Morton Capital Management LLC | 5,719 | $699.7K | 0.19% | +170+3.1% | Added |
| Plante Moran Financial Advisors, LLC | 5,725 | $700.5K | 0.08% | −1,027−15.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,736 | $701.9K | 0.53% | −20−0.3% | Reduced |
| Catalina Capital Group, LLC | 5,738 | $702.1K | 0.30% | +5,738 | New |
| Athena Investment Management | 5,739 | $702.2K | 0.42% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,745 | $703.0K | 0.09% | +243+4.4% | Added |
| Beacon Financial Group | 5,748 | $703.3K | 0.08% | −341−5.6% | Reduced |
| Hohimer Wealth Management, LLC | 5,748 | $703.3K | 0.16% | +138+2.5% | Added |
| Willner & Heller, LLC | 5,753 | $703.9K | 0.70% | −748−11.5% | Reduced |
| FinTrust Capital Advisors, LLC | 5,756 | $704.3K | 0.14% | +1,781+44.8% | Added |
| Everhart Financial Group, Inc. | 5,764 | $705.3K | 0.21% | +709+14.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 5,770 | $706.0K | 0.35% | −164−2.8% | Reduced |
| Harvey Investment Co LLC | 5,788 | $708.0K | 0.08% | −200−3.3% | Reduced |
| Flynn Zito Capital Management, LLC | 5,787 | $708.0K | 0.37% | −242−4.0% | Reduced |
| Tran Capital Management, L.P. | 5,787 | $708.1K | 0.08% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 5,808 | $710.6K | 0.53% | +20.0% | Added |
| Prentice Wealth Management LLC | 5,815 | $711.5K | 0.25% | +312+5.7% | Added |
| Wilkins Investment Counsel Inc | 5,830 | $713.4K | 0.10% | +80+1.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,846 | $715.4K | 0.08% | −254−4.2% | Reduced |
| PAX Financial Group, LLC | 5,851 | $716.0K | 0.14% | −315−5.1% | Reduced |
| Allstate Corp | 5,865 | $717.6K | 0.05% | −477−7.5% | Reduced |
| Cinctive Capital Management LP | 5,866 | $717.8K | 0.04% | +746+14.6% | Added |
| Twin Lakes Capital Management, LLC | 5,881 | $719.6K | 0.49% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 5,884 | $720.0K | 0.59% | −806−12.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,894 | $721.2K | 0.05% | +89+1.5% | Added |
| American Financial Advisors, LLC | 5,911 | $723.3K | 0.10% | −463−7.3% | Reduced |
| FRG Family Wealth Advisors LLC | 6,533 | $725.8K | 0.14% | −3,425−34.4% | Reduced |
| Plancorp, LLC | 5,935 | $726.2K | 0.03% | −54−0.9% | Reduced |
| Tyche Wealth Partners LLC | 5,964 | $729.8K | 0.18% | −161−2.6% | Reduced |
| Lifeworks Advisors, LLC | 5,965 | $729.9K | 0.20% | +512+9.4% | Added |
| KG&L Capital Management,LLC | 6,033 | $730.0K | 0.29% | +569+10.4% | Added |
| Newbridge Financial Services Group, Inc. | 5,966 | $730.0K | 0.32% | −7,740−56.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 5,982 | $732.0K | 0.06% | +165+2.8% | Added |
| Drive Wealth Management, LLC | 5,985 | $732.4K | 0.21% | −997−14.3% | Reduced |
| Regents of the University of California | 6,000 | $734.2K | 0.21% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 6,008 | $735.2K | 0.03% | +19+0.3% | Added |
| Keeley-Teton Advisors, LLC | 6,039 | $739.0K | 0.09% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 6,049 | $740.0K | 0.17% | +290+5.0% | Added |
| VisionPoint Advisory Group, LLC | 6,066 | $742.3K | 0.27% | +1,070+21.4% | Added |
| FDx Advisors, Inc. | 6,086 | $745.0K | 0.11% | −18,748−75.5% | Reduced |
| Grove Bank & Trust | 6,097 | $746.0K | 0.13% | −190−3.0% | Reduced |
| Elevated Capital Advisors, LLC | 6,107 | $747.2K | 0.21% | +291+5.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,113 | $747.9K | 0.09% | +2,683+78.2% | Added |
| Mathes Company, Inc. | 6,115 | $748.0K | 0.28% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 6,123 | $749.2K | 0.69% | −629−9.3% | Reduced |