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 |
|---|---|---|---|---|---|
| Accredited Investors Inc. | 8,203 | $1.00M | 0.06% | +121+1.5% | Added |
| Keystone Financial Group | 8,213 | $1.00M | 0.15% | −301−3.5% | Reduced |
| Spreng Capital Management, Inc. | 8,217 | $1.01M | 0.54% | −596−6.8% | Reduced |
| First National Bank Sioux Falls | 8,221 | $1.01M | 0.55% | +204+2.5% | Added |
| Williamson Legacy Group, LLC | 8,223 | $1.01M | 0.78% | +547+7.1% | Added |
| Investment Partners, Ltd. | 8,241 | $1.01M | 0.46% | +15+0.2% | Added |
| BigSur Wealth Management LLC | 8,250 | $1.01M | 0.32% | −7,892−48.9% | Reduced |
| Oakworth Capital, Inc. | 8,252 | $1.01M | 0.08% | −361−4.2% | Reduced |
| Gleason Group, Inc. | 8,283 | $1.01M | 0.21% | −111−1.3% | Reduced |
| Sax Wealth Advisors, LLC | 8,289 | $1.01M | 0.12% | +339+4.3% | Added |
| Schulhoff & Co Inc | 8,291 | $1.01M | 0.44% | +401+5.1% | Added |
| MCF Advisors LLC | 8,297 | $1.02M | 0.08% | −347−4.0% | Reduced |
| Angeles Wealth Management, LLC | 8,301 | $1.02M | 0.10% | +556+7.2% | Added |
| Virtue Capital Management, LLC | 20,031 | $1.02M | 0.18% | +14,979+296.5% | Added |
| Syon Capital LLC | 8,325 | $1.02M | 0.10% | +1,293+18.4% | Added |
| Aprio Wealth Management, LLC | 8,341 | $1.02M | 0.20% | +3,955+90.2% | Added |
| Old Point Trust & Financial Services N A | 8,371 | $1.02M | 0.37% | −302−3.5% | Reduced |
| Clear Harbor Asset Management, LLC | 8,371 | $1.02M | 0.09% | −615−6.8% | Reduced |
| Secure Asset Management, LLC | 8,386 | $1.03M | 0.24% | −2,129−20.2% | Reduced |
| Vista Investment Partners LLC | 8,421 | $1.03M | 0.35% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 8,440 | $1.03M | 0.08% | −205,161−96.0% | Reduced |
| EverSource Wealth Advisors, LLC | 9,303 | $1.03M | 0.08% | +2,262+32.1% | Added |
| Zevenbergen Capital Investments LLC | 8,450 | $1.03M | 0.02% | −1,165−12.1% | Reduced |
| Hilltop Partners LLC | 8,455 | $1.03M | 0.37% | −774−8.4% | Reduced |
| PGGM Investments | 8,466 | $1.04M | 0.02% | +8,466 | New |
| Eagle Asset Management Inc | 8,539 | $1.04M | 0.01% | +8,539 | New |
| Providence Wealth Advisors, LLC | 8,527 | $1.04M | 0.89% | −6,489−43.2% | Reduced |
| Connecticut Wealth Management, LLC | 8,508 | $1.04M | 0.06% | −1,618−16.0% | Reduced |
| Hedges Asset Management LLC | 8,525 | $1.04M | 0.73% | +275+3.3% | Added |
| Balentine LLC | 8,542 | $1.05M | 0.03% | −292−3.3% | Reduced |
| Alps Advisors Inc | 8,553 | $1.05M | 0.01% | −676−7.3% | Reduced |
| Valmark Advisers, Inc. | 8,566 | $1.05M | 0.02% | +822+10.6% | Added |
| Cassaday & Co Wealth Management LLC | 8,570 | $1.05M | 0.03% | +859+11.1% | Added |
| Farmers Trust Co | 8,592 | $1.05M | 0.21% | +321+3.9% | Added |
| St. Johns Investment Management Company, LLC | 8,592 | $1.05M | 0.50% | +23+0.3% | Added |
| Sonnipe Ltd | 8,610 | $1.05M | 0.11% | +576+7.2% | Added |
| Aries Wealth Management | 8,651 | $1.06M | 0.34% | −45−0.5% | Reduced |
| Investors Research Corp | 8,659 | $1.06M | 0.25% | +37+0.4% | Added |
| Aberdeen Wealth Management LLC | 8,659 | $1.06M | 0.62% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 8,674 | $1.06M | 0.16% | +4,257+96.4% | Added |
| Cim Investment Mangement Inc | 8,690 | $1.06M | 0.32% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 8,700 | $1.06M | 0.13% | −14,563−62.6% | Reduced |
| Strid Group, LLC | 8,702 | $1.06M | 0.19% | 00.0% | Unchanged |
| US Asset Management LLC | 8,726 | $1.07M | 0.96% | −108−1.2% | Reduced |
| Opinicus Capital, Inc. | 8,742 | $1.07M | 0.95% | −85−1.0% | Reduced |
| Prestige Wealth Management Group LLC | 8,745 | $1.07M | 0.23% | −350−3.8% | Reduced |
| Keynote Financial Services LLC | 8,747 | $1.07M | 0.90% | +8,747 | New |
| Arvest Investments, Inc. | 8,750 | $1.07M | 0.17% | −152−1.7% | Reduced |
| Wendell David Associates Inc | 8,780 | $1.07M | 0.11% | −325−3.6% | Reduced |
| Essex Savings Bank | 11,898 | $1.07M | 0.31% | 00.0% | Unchanged |
| United Community Bank | 8,830 | $1.08M | 0.42% | +20.0% | Added |
| Trust Investment Advisors | 8,837 | $1.08M | 0.78% | −355−3.9% | Reduced |
| Dohj, LLC | 8,854 | $1.08M | 0.29% | +813+10.1% | Added |
| Greenfield Seitz Capital Management, LLC | 8,872 | $1.09M | 0.40% | −500−5.3% | Reduced |
| Smartleaf Asset Management LLC | 8,979 | $1.09M | 0.21% | +2,637+41.6% | Added |
| Joseph P. Lucia & Associates, LLC | 8,915 | $1.09M | 0.58% | −2,622−22.7% | Reduced |
| Successful Portfolios LLC | 8,921 | $1.09M | 0.74% | −99−1.1% | Reduced |
| Fairbanks Capital Management, Inc. | 8,921 | $1.09M | 0.75% | −3,363−27.4% | Reduced |
| Zullo Investment Group, Inc. | 8,949 | $1.10M | 0.51% | −50−0.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 8,955 | $1.10M | 0.18% | −557−5.9% | Reduced |
| CX Institutional | 8,977 | $1.10M | 0.05% | +1,192+15.3% | Added |
| Pflug Koory, LLC | 8,993 | $1.10M | 0.54% | +91+1.0% | Added |
| Trust Point Inc. | 9,012 | $1.10M | 0.09% | +358+4.1% | Added |
| Vance Wealth, Inc. | 9,023 | $1.10M | 0.44% | +65+0.7% | Added |
| Piscataqua Savings Bank | 9,026 | $1.10M | 0.97% | −377−4.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 9,032 | $1.11M | 0.38% | +1,028+12.8% | Added |
| Symmetry Partners, LLC | 9,040 | $1.11M | 0.09% | 00.0% | Unchanged |
| Camden Capital, LLC | 9,049 | $1.11M | 0.10% | −5,088−36.0% | Reduced |
| Main Street Financial Solutions, LLC | 9,064 | $1.11M | 0.12% | +1,330+17.2% | Added |
| Prosperity Consulting Group, LLC | 9,077 | $1.11M | 0.14% | +2,241+32.8% | Added |
| Biltmore Family Office, LLC | 9,084 | $1.11M | 0.22% | +391+4.5% | Added |
| Sweet Financial Partners, LLC | 9,155 | $1.12M | 0.26% | −18−0.2% | Reduced |
| First County Bank | 9,156 | $1.12M | 0.55% | −903−9.0% | Reduced |
| Armstrong Henry H Associates Inc | 9,179 | $1.12M | 0.11% | +120+1.3% | Added |
| Ellevest, Inc. | 9,180 | $1.12M | 0.07% | +213+2.4% | Added |
| Clear Creek Financial Management, LLC | 9,186 | $1.12M | 0.14% | −1,173−11.3% | Reduced |
| Cidel Asset Management Inc | 9,207 | $1.13M | 0.09% | −954−9.4% | Reduced |
| Castlekeep Investment Advisors LLC | 9,219 | $1.13M | 0.81% | −79−0.8% | Reduced |
| Profit Investment Management, LLC | 9,228 | $1.13M | 0.64% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 9,290 | $1.14M | 0.57% | +1,589+20.6% | Added |
| Romano Brothers and Company | 9,295 | $1.14M | 0.16% | −1,578−14.5% | Reduced |
| OMC Financial Services LTD | 9,297 | $1.14M | 0.58% | +9,297 | New |
| MeadowBrook Investment Advisors LLC | 9,316 | $1.14M | 1.06% | −980−9.5% | Reduced |
| Valley Brook Capital Group | 9,319 | $1.14M | 0.91% | −243−2.5% | Reduced |
| LexAurum Advisors, LLC | 9,321 | $1.14M | 0.29% | +122+1.3% | Added |
| United Bank | 9,334 | $1.14M | 0.58% | −405−4.2% | Reduced |
| Garrison Point Advisors, LLC | 9,343 | $1.14M | 0.73% | +51+0.5% | Added |
| Bridge Advisory, LLC | 9,361 | $1.15M | 0.57% | +246+2.7% | Added |
| Eastern Bank | 9,378 | $1.15M | 0.05% | −255−2.6% | Reduced |
| ASB Consultores, LLC | 9,389 | $1.15M | 0.30% | +6,805+263.4% | Added |
| Newman Dignan & Sheerar, Inc. | 9,397 | $1.15M | 0.31% | −419−4.3% | Reduced |
| Jupiter Wealth Management LLC | 10,915 | $1.15M | 0.61% | +1,720+18.7% | Added |
| Aaron Wealth Advisors | 9,408 | $1.15M | 0.17% | +1,846+24.4% | Added |
| Missouri Trust & Investment Co | 9,417 | $1.15M | 0.44% | +2,655+39.3% | Added |
| Bowen Hanes & Co Inc | 9,425 | $1.15M | 0.03% | −25−0.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 9,446 | $1.16M | 0.09% | −2,900−23.5% | Reduced |
| Pinnacle Holdings, LLC | 9,461 | $1.16M | 0.47% | −785−7.7% | Reduced |
| DeDora Capital, Inc. | 9,464 | $1.16M | 0.37% | +2,033+27.4% | Added |
| Mather Group, LLC. | 12,827 | $1.16M | 0.02% | −1,924−13.0% | Reduced |
| Monterey Private Wealth, Inc. | 9,495 | $1.16M | 0.47% | +184+2.0% | Added |