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 |
|---|---|---|---|---|---|
| Foster Group, Inc. | 7,163 | $876.5K | 0.04% | +1,684+30.7% | Added |
| Opal Wealth Advisors, LLC | 7,165 | $876.7K | 0.30% | +40+0.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 7,167 | $876.9K | 0.13% | −503−6.6% | Reduced |
| Dearborn Partners LLC | 7,172 | $877.6K | 0.04% | −730−9.2% | Reduced |
| Berger Financial Group, Inc | 7,180 | $878.6K | 0.07% | −217−2.9% | Reduced |
| LCM Capital Management Inc | 7,187 | $879.4K | 0.57% | −64−0.9% | Reduced |
| Harbor Investment Advisory, LLC | 7,199 | $880.9K | 0.09% | −360−4.8% | Reduced |
| Viawealth, LLC | 7,201 | $881.1K | 0.55% | −42−0.6% | Reduced |
| Cape Ann Savings Bank | 7,207 | $881.8K | 0.55% | −317−4.2% | Reduced |
| Alhambra Investment Partners LLC | 7,218 | $883.1K | 0.48% | +1,598+28.4% | Added |
| Soltis Investment Advisors LLC | 7,235 | $885.2K | 0.10% | +494+7.3% | Added |
| KC Investment Advisors, LLC | 7,251 | $887.3K | 0.46% | +29+0.4% | Added |
| Navellier & Associates Inc | 7,271 | $889.7K | 0.11% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 7,276 | $890.3K | 0.27% | −904−11.1% | Reduced |
| Manchester Capital Management LLC | 7,280 | $890.8K | 0.11% | +496+7.3% | Added |
| Cedrus LLC | 7,281 | $890.9K | 0.49% | +2,425+49.9% | Added |
| Seeds Investor LLC | 7,286 | $891.5K | 0.82% | −618−7.8% | Reduced |
| RMR Wealth Builders | 7,290 | $892.0K | 0.11% | −7,067−49.2% | Reduced |
| Old Port Advisors | 7,296 | $892.7K | 0.27% | +20.0% | Added |
| Eagle Strategies LLC | 7,305 | $893.8K | 0.20% | +7,305 | New |
| Lewis Asset Management, LLC | 7,310 | $894.5K | 0.74% | −165−2.2% | Reduced |
| Sabal Trust CO | 7,312 | $894.7K | 0.05% | +1,813+33.0% | Added |
| Milestone Asset Management, LLC | 7,318 | $895.5K | 0.26% | +931+14.6% | Added |
| Richardson Financial Services Inc. | 7,319 | $895.6K | 0.63% | +1,220+20.0% | Added |
| Twin City Private Wealth, LLC | 7,334 | $897.4K | 0.88% | +7,334 | New |
| Traphagen Investment Advisors LLC | 7,344 | $898.6K | 0.10% | −20.0% | Reduced |
| Trust Co of Virginia | 7,357 | $900.2K | 0.09% | −1,847−20.1% | Reduced |
| Fiduciary Family Office, LLC | 7,357 | $900.3K | 0.35% | −93−1.2% | Reduced |
| MGO Private Wealth, LLC | 7,366 | $901.3K | 0.57% | +112+1.5% | Added |
| Paulson Wealth Management Inc. | 7,389 | $904.1K | 0.27% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 7,396 | $905.0K | 0.15% | +3,408+85.5% | Added |
| Saybrook Capital | 7,400 | $905.0K | 0.24% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,419 | $907.8K | 0.13% | +77+1.0% | Added |
| PFG Advisors | 7,433 | $909.4K | 0.07% | +177+2.4% | Added |
| Cyndeo Wealth Partners, LLC | 7,442 | $910.6K | 0.08% | −80−1.1% | Reduced |
| Mittelman Wealth Management | 7,452 | $911.8K | 0.62% | +7,452 | New |
| Arnhold LLC | 7,464 | $913.3K | 0.10% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 7,471 | $914.2K | 0.12% | +7,471 | New |
| TrinityPoint Wealth, LLC | 7,473 | $914.4K | 0.15% | −100−1.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 7,492 | $916.7K | 0.18% | +599+8.7% | Added |
| Vicus Capital | 7,501 | $917.8K | 0.08% | +1,595+27.0% | Added |
| Covey Capital Advisors, LLC | 7,504 | $918.2K | 1.11% | −2,991−28.5% | Reduced |
| Oxler Private Wealth LLC | 7,507 | $918.6K | 0.36% | −112−1.5% | Reduced |
| Welch Group, LLC | 7,523 | $920.5K | 0.05% | −40,904−84.5% | Reduced |
| Verdence Capital Advisors LLC | 7,526 | $920.9K | 0.08% | −8−0.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,552 | $924.0K | 0.64% | −14−0.2% | Reduced |
| ERn Financial, LLC | 7,562 | $925.3K | 0.16% | −826−9.8% | Reduced |
| FirstPurpose Wealth LLC | 7,908 | $926.8K | 0.34% | +29+0.4% | Added |
| Aull & Monroe Investment Management Corp | 7,585 | $928.1K | 0.42% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 7,600 | $929.9K | 0.30% | −145−1.9% | Reduced |
| Apexium Financial, LP | 7,610 | $931.1K | 0.07% | −2,198−22.4% | Reduced |
| Silverleafe Capital Partners, LLC | 7,615 | $931.8K | 0.37% | +7,615 | New |
| Catalyst Capital Advisors LLC | 7,617 | $932.0K | 0.02% | +3,617+90.4% | Added |
| Wescott Financial Advisory Group, LLC | 7,618 | $932.1K | 0.12% | +4,403+137.0% | Added |
| Collaborative Wealth Managment Inc. | 7,630 | $933.6K | 0.47% | +4,964+186.2% | Added |
| Eclectic Associates Inc | 7,637 | $934.4K | 0.43% | +2,965+63.5% | Added |
| Excalibur Management Corp | 7,678 | $939.5K | 0.40% | +25+0.3% | Added |
| CoreFirst Bank & Trust | 7,685 | $940.3K | 0.59% | −62−0.8% | Reduced |
| Gables Capital Management Inc. | 7,686 | $940.5K | 0.52% | −90−1.2% | Reduced |
| Lake Street Financial LLC | 7,708 | $943.2K | 0.13% | +18+0.2% | Added |
| Etesian Wealth Advisors, Inc. | 7,719 | $944.5K | 0.54% | −110−1.4% | Reduced |
| S. R. Schill & Associates | 7,726 | $945.4K | 0.41% | +5,224+208.8% | Added |
| Valicenti Advisory Services Inc | 7,739 | $947.0K | 0.26% | +30+0.4% | Added |
| Palogic Value Management, L.P. | 7,755 | $948.9K | 0.41% | +125+1.6% | Added |
| Tobam | 7,757 | $949.0K | 0.09% | −319−3.9% | Reduced |
| Quent Capital, LLC | 7,766 | $950.3K | 0.11% | +327+4.4% | Added |
| 9258 Wealth Management, LLC | 7,775 | $951.4K | 0.15% | +1,488+23.7% | Added |
| Marino, Stram & Associates LLC | 7,778 | $951.7K | 0.23% | −43−0.5% | Reduced |
| First Command Advisory Services, Inc. | 7,778 | $951.7K | 0.01% | +65+0.8% | Added |
| CIC Wealth, LLC | 7,788 | $952.9K | 0.28% | −372−4.6% | Reduced |
| Centurion Wealth Management LLC | 7,791 | $953.3K | 0.38% | +133+1.7% | Added |
| Ridgecrest Wealth Partners, LLC | 7,792 | $953.4K | 0.57% | −127−1.6% | Reduced |
| Baldwin Investment Management, LLC | 7,793 | $953.5K | 0.13% | +1,135+17.0% | Added |
| Advisor OS, LLC | 7,807 | $955.4K | 0.11% | +1,227+18.6% | Added |
| Cypress Wealth Services, LLC | 7,826 | $957.6K | 0.22% | +339+4.5% | Added |
| Hartford Funds Management Co LLC | 7,837 | $958.9K | 0.09% | +7,837 | New |
| Bremer Bank National Association | 7,849 | $960.4K | 0.18% | −2,031−20.6% | Reduced |
| Humankind Investments LLC | 7,869 | $962.9K | 0.25% | −766−8.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 7,878 | $964.0K | 0.09% | +71+0.9% | Added |
| Transcendent Capital Group LLC | 7,912 | $968.1K | 0.56% | +108+1.4% | Added |
| First United Bank Trust | 7,927 | $969.9K | 0.36% | −107−1.3% | Reduced |
| Waterloo Capital, L.P. | 7,943 | $971.9K | 0.12% | +1,900+31.4% | Added |
| Spectrum Wealth Advisory Group, LLC | 7,945 | $972.2K | 1.12% | −5−0.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,951 | $972.8K | 0.38% | +555+7.5% | Added |
| Outfitter Financial LLC | 7,965 | $974.6K | 0.80% | −45−0.6% | Reduced |
| Weaver Consulting Group | 7,965 | $974.6K | 0.36% | −120−1.5% | Reduced |
| RVW Wealth, LLC | 7,983 | $976.7K | 0.10% | +1,077+15.6% | Added |
| Onyx Bridge Wealth Group LLC | 8,672 | $977.5K | 0.17% | −3,575−29.2% | Reduced |
| Formidable Asset Management, LLC | 8,041 | $983.9K | 0.16% | +1,309+19.4% | Added |
| Sippican Capital Advisors | 8,063 | $986.6K | 0.77% | −820−9.2% | Reduced |
| Arrowroot Family Office, LLC | 8,074 | $987.9K | 0.63% | −157−1.9% | Reduced |
| Peoples Bank | 8,077 | $988.3K | 0.77% | −25−0.3% | Reduced |
| Encompass Wealth Advisors, LLC | 8,102 | $991.3K | 0.26% | +5,378+197.4% | Added |
| Nicolet Bankshares Inc | 8,108 | $992.1K | 0.25% | −263−3.1% | Reduced |
| Wintrust Investments LLC | 8,122 | $994.0K | 0.09% | −524−6.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,139 | $995.8K | 0.53% | +339+4.3% | Added |
| Proffitt & Goodson Inc | 8,166 | $999.2K | 0.18% | +56+0.7% | Added |
| Silver Oak Securities, Inc | 8,170 | $999.7K | 0.15% | +238+3.0% | Added |
| Mayflower Financial Advisors, LLC | 8,188 | $1.00M | 0.17% | +15+0.2% | Added |
| Legacy Advisory Services, LLC | 8,189 | $1.00M | 0.95% | −1,383−14.4% | Reduced |