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 |
|---|---|---|---|---|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,303 | $1.16M | 0.49% | −1,094−9.6% | Reduced |
| Millennium Capital Advisors, LLC | 9,512 | $1.16M | 0.82% | +132+1.4% | Added |
| Lloyd Advisory Services, LLC. | 9,515 | $1.16M | 0.25% | +9,515 | New |
| Audent Global Asset Management, LLC | 9,535 | $1.17M | 1.19% | +622+7.0% | Added |
| Norden Group LLC | 9,537 | $1.17M | 0.24% | +439+4.8% | Added |
| Breakwater Capital Group | 9,579 | $1.17M | 0.29% | +1,498+18.5% | Added |
| Samalin Investment Counsel, LLC | 9,581 | $1.17M | 0.56% | −286−2.9% | Reduced |
| Optimum Investment Advisors | 9,583 | $1.17M | 0.54% | 00.0% | Unchanged |
| Icon Advisers Inc | 9,700 | $1.18M | 0.26% | 00.0% | Unchanged |
| Forte Capital LLC | 9,652 | $1.18M | 0.15% | −311−3.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 9,681 | $1.18M | 0.08% | −139−1.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 9,682 | $1.18M | 0.82% | +9,682 | New |
| DB Fitzpatrick & Co, Inc | 9,694 | $1.19M | 1.09% | −1,097−10.2% | Reduced |
| TCM Advisors, LLC | – | $1.19M | 0.93% | – | – |
| Burney Co | 9,704 | $1.19M | 0.05% | −12−0.1% | Reduced |
| Bank of Stockton | 9,756 | $1.19M | 0.37% | −12−0.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 9,802 | $1.20M | 0.89% | −1,533−13.5% | Reduced |
| TLWM | 9,808 | $1.20M | 0.27% | −188−1.9% | Reduced |
| Copperleaf Capital, LLC | 9,828 | $1.20M | 1.04% | +2,587+35.7% | Added |
| Larson Financial Group LLC | 9,833 | $1.20M | 0.09% | +408+4.3% | Added |
| Cornerstone Advisory, LLC | 9,906 | $1.21M | 0.17% | +283+2.9% | Added |
| Highline Wealth Partners LLC | 9,935 | $1.22M | 0.50% | +134+1.4% | Added |
| Rocky Mountain Advisers, LLC | 9,953 | $1.22M | 0.39% | +2,095+26.7% | Added |
| Great Diamond Partners, LLC | 9,988 | $1.22M | 0.28% | −1,381−12.1% | Reduced |
| Fifth Lane Capital, LP | 10,000 | $1.22M | 1.59% | +10,000 | New |
| Salvus Wealth Management, LLC | 10,000 | $1.22M | 0.84% | −59−0.6% | Reduced |
| Abbot Financial Management, Inc. | 10,055 | $1.23M | 0.68% | −539−5.1% | Reduced |
| AlphaStar Capital Management, LLC | 10,059 | $1.23M | 0.13% | +565+6.0% | Added |
| Rockingstone Advisors LLC | 10,079 | $1.23M | 0.64% | −160−1.6% | Reduced |
| Joule Financial, LLC | 10,083 | $1.23M | 0.51% | +1,089+12.1% | Added |
| Blue Edge Capital, LLC | 10,184 | $1.23M | 0.21% | +3,900+62.1% | Added |
| Semmax Financial Advisors Inc. | 11,701 | $1.24M | 0.41% | −258−2.2% | Reduced |
| E Fund Management Co., Ltd. | 10,128 | $1.24M | 0.08% | +7,242+250.9% | Added |
| Widmann Financial Services, Inc. | 10,134 | $1.24M | 1.04% | −23−0.2% | Reduced |
| Boston Trust Walden Corp | 10,156 | $1.24M | 0.01% | +830+8.9% | Added |
| Davis Capital Management | 10,241 | $1.24M | 1.11% | −435−4.1% | Reduced |
| Abundance Wealth Counselors | 10,271 | $1.26M | 0.29% | +293+2.9% | Added |
| Uncommon Cents Investing LLC | 10,334 | $1.26M | 0.39% | −444−4.1% | Reduced |
| Americana Partners, LLC | 10,340 | $1.27M | 0.11% | −1,938−15.8% | Reduced |
| AIA Group Ltd | 10,347 | $1.27M | 0.04% | +10,347 | New |
| Marcum Wealth, LLC | 10,363 | $1.27M | 0.13% | +1,189+13.0% | Added |
| JFS Wealth Advisors, LLC | 10,367 | $1.27M | 0.10% | −744−6.7% | Reduced |
| StoneX Group Inc. | 10,375 | $1.27M | 0.11% | −405−3.8% | Reduced |
| Circle Wealth Management, LLC | 10,390 | $1.27M | 0.03% | +232+2.3% | Added |
| Ausdal Financial Partners, Inc. | 10,410 | $1.27M | 0.15% | −482−4.4% | Reduced |
| LCNB Corp | 10,413 | $1.27M | 0.46% | −3,650−26.0% | Reduced |
| Enterprise Bank & Trust Co | 10,414 | $1.27M | 0.44% | +916+9.6% | Added |
| Equitable Trust Co | 10,422 | $1.28M | 0.09% | +906+9.5% | Added |
| Citizens & Northern Corp | 10,437 | $1.28M | 0.43% | +4,118+65.2% | Added |
| Intrust Bank NA | 10,441 | $1.28M | 0.14% | −230−2.2% | Reduced |
| Deltec Asset Management LLC | 10,458 | $1.28M | 0.25% | −9,400−47.3% | Reduced |
| Palisade Capital Management LLC | 10,480 | $1.28M | 0.03% | −4,500−30.0% | Reduced |
| VitalStone Financial, LLC | 10,493 | $1.28M | 0.98% | +1,413+15.6% | Added |
| HF Advisory Group, LLC | 10,502 | $1.29M | 0.72% | +256+2.5% | Added |
| Nicholas Hoffman & Company, LLC. | 10,518 | $1.29M | 0.07% | −967−8.4% | Reduced |
| Chicago Capital, LLC | 10,531 | $1.29M | 0.04% | −249−2.3% | Reduced |
| Woodmont Investment Counsel LLC | 10,542 | $1.29M | 0.11% | −512−4.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,602 | $1.30M | 0.23% | +309+3.0% | Added |
| Hartline Investment Corp | 10,602 | $1.30M | 0.23% | +551+5.5% | Added |
| Argent Advisors, Inc. | 10,626 | $1.30M | 0.51% | +448+4.4% | Added |
| Sentry Investment Management LLC | 10,634 | $1.30M | 0.51% | +5,478+106.2% | Added |
| Cheviot Value Management, LLC | 10,634 | $1.30M | 0.29% | −375−3.4% | Reduced |
| Constant Guidance Financial LLC | 11,065 | $1.30M | 1.21% | +11,065 | New |
| Birmingham Capital Management Co Inc | 10,656 | $1.30M | 0.48% | −3,480−24.6% | Reduced |
| Old Mission Investment Co LLC | 10,718 | $1.31M | 0.44% | −109−1.0% | Reduced |
| Sutton Place Investors LLC | 10,724 | $1.31M | 0.65% | +365+3.5% | Added |
| Fidelis Capital Partners, LLC | 10,733 | $1.31M | 0.20% | +1,846+20.8% | Added |
| Garde Capital, Inc. | 10,741 | $1.31M | 0.09% | +2,078+24.0% | Added |
| Sittner & Nelson, LLC | 10,775 | $1.32M | 0.66% | −97−0.9% | Reduced |
| ELCO Management Co., LLC | 10,831 | $1.33M | 0.81% | +125+1.2% | Added |
| Focus Financial Network, Inc. | 11,816 | $1.33M | 0.06% | +11,816 | New |
| Forbes J M & Co LLP | 10,887 | $1.33M | 0.14% | 00.0% | Unchanged |
| Change Path, LLC | 10,891 | $1.33M | 0.05% | +2,763+34.0% | Added |
| Cape Cod Five Cents Savings Bank | 10,904 | $1.33M | 0.13% | −770−6.6% | Reduced |
| Southeast Asset Advisors Inc. | 10,925 | $1.34M | 0.16% | +726+7.1% | Added |
| Mechanics Financial Corp | 10,927 | $1.34M | 0.70% | +293+2.8% | Added |
| XML Financial, LLC | 10,930 | $1.34M | 0.14% | +520+5.0% | Added |
| Prostatis Group LLC | 10,931 | $1.34M | 0.51% | +751+7.4% | Added |
| Strategic Blueprint, LLC | 10,937 | $1.34M | 0.10% | +59+0.5% | Added |
| Octavia Wealth Advisors, LLC | 10,972 | $1.34M | 0.20% | +151+1.4% | Added |
| Avitas Wealth Management LLC | 10,972 | $1.34M | 0.20% | −65−0.6% | Reduced |
| Synergy Financial Group, LTD | 10,990 | $1.34M | 1.52% | −346−3.1% | Reduced |
| Palouse Capital Management, Inc. | 10,994 | $1.35M | 0.89% | −503−4.4% | Reduced |
| Capricorn Fund Managers Ltd | 11,000 | $1.35M | 0.81% | +11,000 | New |
| Hayek Kallen Investment Management | 11,008 | $1.35M | 0.52% | +30.0% | Added |
| AXS Investments LLC | 11,064 | $1.35M | 0.33% | −2,414−17.9% | Reduced |
| ZWJ Investment Counsel Inc | 11,068 | $1.35M | 0.06% | +1,139+11.5% | Added |
| Nemes Rush Group LLC | 11,090 | $1.36M | 0.19% | +447+4.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,122 | $1.36M | 0.03% | −1,637−12.8% | Reduced |
| Ballast, Inc. | 11,122 | $1.36M | 0.43% | +603+5.7% | Added |
| BLB&B Advisors, LLC | 11,176 | $1.37M | 0.08% | −49,140−81.5% | Reduced |
| Smith Anglin Financial, LLC | 11,180 | $1.37M | 0.14% | −33−0.3% | Reduced |
| DF Dent & Co Inc | 11,190 | $1.37M | 0.02% | +4,997+80.7% | Added |
| Alliance Wealth Advisors, LLC | 11,246 | $1.38M | 0.41% | +926+9.0% | Added |
| Allred Capital Management, LLC | 11,249 | $1.38M | 0.54% | −55−0.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 11,300 | $1.38M | 0.36% | −910−7.5% | Reduced |
| Stokes Family Office, LLC | 11,357 | $1.39M | 0.17% | −644−5.4% | Reduced |
| Eads & Heald Wealth Management | 11,374 | $1.39M | 0.65% | +1,487+15.0% | Added |
| SeaCrest Wealth Management, LLC | 11,378 | $1.39M | 0.17% | −5,663−33.2% | Reduced |
| Court Place Advisors, LLC | 11,419 | $1.40M | 0.45% | −1,428−11.1% | Reduced |