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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 6,138 | $751.1K | 0.21% | +4+0.1% | Added |
| Mason & Associates Inc | 6,139 | $751.2K | 0.20% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6,153 | $752.0K | 0.11% | −73−1.2% | Reduced |
| West Coast Financial LLC | 6,150 | $752.5K | 0.09% | −404−6.2% | Reduced |
| Papp L Roy & Associates | 6,171 | $755.0K | 0.09% | −1,421−18.7% | Reduced |
| Advisory Alpha, LLC | 6,201 | $758.8K | 0.03% | −1,770−22.2% | Reduced |
| Addison Advisors LLC | 6,205 | $759.2K | 0.26% | +67+1.1% | Added |
| Access Investment Management LLC | 6,216 | $760.6K | 0.25% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6,217 | $760.7K | 0.11% | 00.0% | Unchanged |
| River Street Advisors LLC | 6,221 | $761.2K | 0.51% | +272+4.6% | Added |
| Landaas & Co | 6,232 | $762.0K | 0.25% | −163−2.5% | Reduced |
| Parkside Financial Bank & Trust | 6,229 | $762.2K | 0.12% | +99+1.6% | Added |
| Peddock Capital Advisors, LLC | 6,233 | $762.7K | 0.20% | −20−0.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,245 | $764.1K | 0.18% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 8,563 | $764.5K | 0.36% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,258 | $766.0K | 0.08% | −248−3.8% | Reduced |
| Bray Capital Advisors | 6,269 | $767.0K | 0.19% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 6,292 | $769.0K | 0.07% | −5,394−46.2% | Reduced |
| Barton Investment Management | 6,289 | $769.5K | 0.09% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 6,310 | $772.1K | 0.08% | +296+4.9% | Added |
| Lineweaver Wealth Advisors, LLC | 6,326 | $774.4K | 0.18% | +66+1.1% | Added |
| Gillespie Robinson & Grimm Inc | 6,333 | $774.9K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,826 | $776.1K | 0.03% | −265−3.7% | Reduced |
| Aspen Wealth Strategies, LLC | 6,345 | $776.4K | 0.54% | −1,021−13.9% | Reduced |
| L2 Asset Management, LLC | 6,347 | $776.6K | 0.25% | +491+8.4% | Added |
| LGL Partners, LLC | 6,352 | $777.2K | 0.13% | −1,462−18.7% | Reduced |
| Napatree Capital LLC | 7,000 | $777.7K | 0.75% | +1,523+27.8% | Added |
| XTX Topco Ltd | 6,360 | $778.2K | 0.10% | +6,360 | New |
| Hunter Associates Investment Management LLC | 6,395 | $779.0K | 0.13% | −80−1.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,377 | $780.3K | 0.03% | +532+9.1% | Added |
| Edge Capital Group, LLC | 6,409 | $784.1K | 0.04% | −1,011−13.6% | Reduced |
| Global Strategic Investment Solutions, LLC | 6,419 | $785.5K | 0.09% | +849+15.2% | Added |
| Spinnaker Trust | 6,473 | $792.0K | 0.05% | −473−6.8% | Reduced |
| WealthTrust Axiom LLC | 6,474 | $792.2K | 0.26% | −696−9.7% | Reduced |
| GW Henssler & Associates Ltd | 6,476 | $792.5K | 0.05% | −195−2.9% | Reduced |
| DRW Securities, LLC | 6,509 | $794.1K | 0.05% | −5,236−44.6% | Reduced |
| Cooper Financial Group | 6,524 | $798.2K | 0.13% | −1,872−22.3% | Reduced |
| Ledyard National Bank | 6,539 | $800.1K | 0.08% | −78−1.2% | Reduced |
| Hexagon Capital Partners LLC | 6,568 | $803.7K | 0.18% | +14+0.2% | Added |
| Strategic Wealth Partners, Ltd. | 6,580 | $805.2K | 0.09% | +524+8.7% | Added |
| Abacus Planning Group, Inc. | 6,604 | $808.0K | 0.16% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 6,613 | $809.2K | 0.15% | −317−4.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,619 | $809.8K | 0.33% | +10.0% | Added |
| Angeles Investment Advisors, LLC | 6,629 | $811.1K | 0.04% | +714+12.1% | Added |
| Hardy Reed LLC | 6,633 | $811.6K | 0.10% | +1,580+31.3% | Added |
| Portfolio Strategies, Inc. | 6,633 | $811.6K | 0.06% | +6,633 | New |
| Diversified, LLC | 6,647 | $813.3K | 0.11% | +600+9.9% | Added |
| Investment House LLC | 6,649 | $813.6K | 0.05% | +474+7.7% | Added |
| Principal Street Partners, LLC | 6,756 | $813.8K | 0.15% | +3,659+118.1% | Added |
| OneAscent Financial Services LLC | 6,659 | $815.0K | 0.09% | −403−5.7% | Reduced |
| MJP Associates Inc | 6,662 | $815.2K | 0.18% | +1,666+33.3% | Added |
| Crawford Investment Counsel Inc | 6,698 | $819.5K | 0.02% | −69−1.0% | Reduced |
| Parisi Gray Wealth Management | 6,700 | $819.8K | 0.31% | −83−1.2% | Reduced |
| Indiana Trust & Investment Management CO | 6,703 | $820.2K | 0.33% | −104−1.5% | Reduced |
| PBMares Wealth Management LLC | 6,707 | $820.6K | 0.21% | −163−2.4% | Reduced |
| Baldwin Brothers Inc | 6,707 | $820.7K | 0.06% | −2,346−25.9% | Reduced |
| Pacific Sun Financial Corp | 6,710 | $821.1K | 0.48% | −42−0.6% | Reduced |
| Beacon Financial Advisory LLC | 6,730 | $823.5K | 0.40% | −1,138−14.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,737 | $824.4K | 0.13% | −112−1.6% | Reduced |
| Acorn Wealth Advisors, LLC | 6,757 | $826.8K | 0.43% | −156−2.3% | Reduced |
| Consolidated Portfolio Review Corp | 6,764 | $827.6K | 0.22% | −1,795−21.0% | Reduced |
| Westside Investment Management, Inc. | 6,768 | $827.9K | 0.20% | −2,305−25.4% | Reduced |
| White Pine Capital LLC | 7,460 | $828.8K | 0.32% | +385+5.4% | Added |
| Relyea Zuckerberg Hanson LLC | 6,775 | $829.0K | 0.15% | +674+11.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,779 | $829.5K | 0.33% | −145−2.1% | Reduced |
| Hara Capital LLC | 6,819 | $834.4K | 0.50% | +220+3.3% | Added |
| West Paces Advisors Inc. | 6,833 | $836.1K | 0.22% | −454−6.2% | Reduced |
| Liberty Capital Management, Inc. | 6,836 | $836.5K | 0.21% | −31−0.5% | Reduced |
| Palisade Asset Management, LLC | 6,838 | $836.7K | 0.08% | +151+2.3% | Added |
| Masso Torrence Wealth Management Inc. | 6,838 | $836.7K | 0.50% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 6,849 | $838.0K | 0.20% | −319−4.5% | Reduced |
| Briaud Financial Planning, Inc | 6,872 | $841.0K | 0.48% | −5,263−43.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 6,874 | $841.1K | 0.54% | +1,357+24.6% | Added |
| Wealth Advisory Solutions, LLC | 6,882 | $842.1K | 0.22% | −880−11.3% | Reduced |
| Aire Advisors, LLC | 6,883 | $842.5K | 0.19% | −753−9.9% | Reduced |
| Heritage Wealth Advisors | 6,896 | $843.8K | 0.04% | −213−3.0% | Reduced |
| First Pacific Financial | 6,913 | $845.8K | 0.24% | +874+14.5% | Added |
| Venturi Wealth Management, LLC | 6,914 | $846.0K | 0.05% | +2,485+56.1% | Added |
| PDS Planning, Inc | 6,915 | $846.1K | 0.09% | +407+6.3% | Added |
| Amplius Wealth Advisors, LLC | 6,926 | $847.5K | 0.09% | −86−1.2% | Reduced |
| BCJ Capital Management, LLC | 6,928 | $847.7K | 0.07% | +1,038+17.6% | Added |
| NCM Capital Management, LLC | 6,935 | $848.6K | 0.48% | +251+3.8% | Added |
| Chatham Capital Group, Inc. | 6,951 | $850.5K | 0.16% | −13−0.2% | Reduced |
| Integral Investment Advisors, Inc. | 7,042 | $852.0K | 0.35% | +1,796+34.2% | Added |
| Liberty Wealth Management LLC | 6,967 | $853.0K | 0.17% | −575−7.6% | Reduced |
| Clarity Wealth Advisors, LLC | 6,976 | $853.5K | 0.29% | −321−4.4% | Reduced |
| Lantern Wealth Advisors, LLC | 6,996 | $855.9K | 0.60% | +214+3.2% | Added |
| ARS Wealth Advisors Group, LLC | 7,003 | $856.9K | 0.12% | +76+1.1% | Added |
| Congress Wealth Management LLC | 7,016 | $858.5K | 0.01% | −4,167−37.3% | Reduced |
| Goldstein Advisors, LLC | 7,032 | $860.4K | 0.15% | −326−4.4% | Reduced |
| Central Valley Advisors, LLC | 7,050 | $862.8K | 0.45% | −5−0.1% | Reduced |
| WESCAP Management Group, Inc. | 7,054 | $863.2K | 0.25% | −497−6.6% | Reduced |
| Financial Advisory Corp | 7,072 | $865.0K | 0.35% | −631−8.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,086 | $867.0K | 0.76% | 00.0% | Unchanged |
| Sachetta, LLC | 9,601 | $868.0K | 0.41% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 7,108 | $869.8K | 0.11% | −632−8.2% | Reduced |
| Youngs Advisory Group, Inc. | 7,110 | $870.0K | 0.39% | −1,095−13.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,091 | $870.0K | 0.52% | −379−5.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 7,113 | $870.3K | 0.72% | +45+0.6% | Added |
| Intact Investment Management Inc. | 7,150 | $874.9K | 0.03% | −2,200−23.5% | Reduced |