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 |
|---|---|---|---|---|---|
| Aldebaran Financial Inc. | 11,490 | $1.41M | 2.10% | −688−5.6% | Reduced |
| Clarius Group, LLC | 11,500 | $1.41M | 0.10% | −7,917−40.8% | Reduced |
| First Trust Investment Solutions L.P. | 11,529 | $1.41M | 0.25% | −502−4.2% | Reduced |
| Skopos Labs, Inc. | 11,643 | $1.41M | 0.61% | +774+7.1% | Added |
| Carr Financial Group Corp | 11,582 | $1.42M | 0.47% | −214−1.8% | Reduced |
| Coastal Bridge Advisors, LLC | 11,587 | $1.42M | 0.33% | −43−0.4% | Reduced |
| Duncker Streett & Co Inc | 11,590 | $1.42M | 0.28% | −10−0.1% | Reduced |
| Girard Partners Ltd. | 11,647 | $1.43M | 0.13% | −5,113−30.5% | Reduced |
| Simon Quick Advisors, LLC | 11,654 | $1.43M | 0.11% | +2,586+28.5% | Added |
| S.E.E.D. Planning Group LLC | 11,680 | $1.43M | 0.52% | +2,855+32.4% | Added |
| Tectonic Advisors LLC | 11,686 | $1.43M | 0.11% | +471+4.2% | Added |
| Summit Financial, LLC | 11,686 | $1.43M | 0.08% | −1,068−8.4% | Reduced |
| Oder Investment Management, LLC | 11,699 | $1.43M | 1.33% | +345+3.0% | Added |
| Capital Advisors Inc | 11,730 | $1.44M | 0.03% | +50+0.4% | Added |
| Community Financial Services Group, LLC | 11,736 | $1.44M | 0.33% | +11,736 | New |
| Martin & Co Inc | 11,741 | $1.44M | 0.35% | −574−4.7% | Reduced |
| Inscription Capital, LLC | 11,790 | $1.44M | 0.24% | +1,833+18.4% | Added |
| Bank of Hawaii | 11,808 | $1.44M | 0.07% | +268+2.3% | Added |
| Sierra Capital LLC | 11,814 | $1.45M | 0.19% | +20.0% | Added |
| Leisure Capital Management | 11,824 | $1.45M | 0.73% | +478+4.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,835 | $1.45M | 0.09% | +10.0% | Added |
| First National Advisers, LLC | 11,835 | $1.45M | 0.32% | +3,756+46.5% | Added |
| Keating Investment Counselors Inc | 11,839 | $1.45M | 0.47% | −7,362−38.3% | Reduced |
| Guardian Wealth Management, Inc. | 11,862 | $1.45M | 1.12% | −914−7.2% | Reduced |
| Conning Inc. | 11,863 | $1.45M | 0.05% | −260−2.1% | Reduced |
| Mechanics Bank Trust Department | 11,864 | $1.45M | 0.21% | +4,800+68.0% | Added |
| Transatlantique Private Wealth LLC | 11,892 | $1.46M | 0.63% | +68+0.6% | Added |
| Avestar Capital, LLC | 11,905 | $1.46M | 0.17% | +3,353+39.2% | Added |
| Ronald Blue Trust, Inc. | 11,960 | $1.46M | 0.02% | +1,304+12.2% | Added |
| Thomasville National Bank | 11,977 | $1.47M | 0.12% | −7,366−38.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 11,973 | $1.47M | 0.47% | −24−0.2% | Reduced |
| Legacy Capital Group California, Inc. | 12,011 | $1.47M | 0.54% | +49+0.4% | Added |
| Clare Market Investments LLC | 12,029 | $1.47M | 0.46% | +1,915+18.9% | Added |
| Tempus Wealth Planning, LLC | 12,052 | $1.47M | 0.65% | −86−0.7% | Reduced |
| Argus Investors' Counsel, Inc. | 12,060 | $1.48M | 0.91% | −2,700−18.3% | Reduced |
| Doliver Advisors, LP | 12,075 | $1.48M | 0.42% | −987−7.6% | Reduced |
| Gen-Wealth Partners Inc | 12,086 | $1.48M | 0.73% | +12,086 | New |
| EFG Asset Management (North America) Corp. | 12,092 | $1.48M | 0.26% | −64−0.5% | Reduced |
| Confluence Wealth Services, Inc. | 12,119 | $1.48M | 0.13% | +1,112+10.1% | Added |
| Agate Pass Investment Management, LLC | 12,153 | $1.49M | 0.80% | +594+5.1% | Added |
| Fernwood Investment Management, LLC | 12,182 | $1.49M | 0.43% | −68−0.6% | Reduced |
| Garden State Investment Advisory Services LLC | 12,219 | $1.49M | 0.55% | −186−1.5% | Reduced |
| New England Asset Management Inc | 12,200 | $1.49M | 0.23% | 00.0% | Unchanged |
| Corecam Pte. Ltd. | 12,200 | $1.49M | 1.38% | +12,200 | New |
| Ransom Advisory, Ltd | 12,212 | $1.49M | 0.80% | +12,212 | New |
| WNY Asset Management, LLC | 12,223 | $1.50M | 0.23% | −224−1.8% | Reduced |
| Legacy Financial Advisors, Inc. | 12,264 | $1.50M | 0.27% | +1,265+11.5% | Added |
| Caldwell Trust Co | 12,292 | $1.50M | 0.18% | −1,112−8.3% | Reduced |
| Waldron Private Wealth LLC | 12,310 | $1.51M | 0.07% | −429−3.4% | Reduced |
| Avantax Planning Partners, Inc. | 12,355 | $1.51M | 0.05% | +309+2.6% | Added |
| Moseley Investment Management Inc | 12,392 | $1.52M | 0.75% | +460+3.9% | Added |
| Watts Gwilliam & Co., LLC | 14,420 | $1.52M | 0.47% | +14,420 | New |
| Garrison Asset Management, LLC | 12,494 | $1.53M | 0.80% | −283−2.2% | Reduced |
| Herold Advisors, Inc. | 12,526 | $1.53M | 0.37% | +264+2.2% | Added |
| Adirondack Trust Co | 12,574 | $1.54M | 0.64% | −99−0.8% | Reduced |
| Eaton Financial Holdings Company, LLC | 12,614 | $1.54M | 0.80% | +146+1.2% | Added |
| O'Dell Group, LLC | 12,627 | $1.55M | 0.38% | −187−1.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 17,150 | $1.55M | 0.59% | −1,210−6.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 12,686 | $1.55M | 1.07% | +753+6.3% | Added |
| Wedmont Private Capital | 13,161 | $1.55M | 0.11% | +830+6.7% | Added |
| LBMC Investment Advisors, LLC | 12,770 | $1.56M | 0.14% | +2,286+21.8% | Added |
| Cape Investment Advisory, Inc. | 12,826 | $1.57M | 0.73% | −421−3.2% | Reduced |
| Naples Global Advisors, LLC | 12,883 | $1.58M | 0.16% | −120−0.9% | Reduced |
| Dash Acquisitions Inc. | 13,965 | $1.58M | 0.50% | +1,077+8.4% | Added |
| Boomfish Wealth Group, LLC | 12,919 | $1.58M | 1.06% | −480−3.6% | Reduced |
| Wimmer Associates 1, LLC | 12,960 | $1.59M | 0.83% | +71+0.6% | Added |
| Cove Private Wealth, LLC | 13,000 | $1.59M | 1.36% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 13,005 | $1.59M | 0.05% | −1,199−8.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 13,006 | $1.59M | 0.09% | −790−5.7% | Reduced |
| RFG Advisory, LLC | 13,041 | $1.60M | 0.05% | −1,024−7.3% | Reduced |
| Legacy Private Trust Co. | 13,063 | $1.60M | 0.12% | +274+2.1% | Added |
| David Loasby | 13,581 | $1.60M | 0.16% | −44−0.3% | Reduced |
| Bright Futures Wealth Management, LLC. | 15,693 | $1.60M | 0.87% | +15,693 | New |
| Family Legacy, Inc. | 13,112 | $1.60M | 0.58% | −1,143−8.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,112 | $1.60M | 0.17% | −548−4.0% | Reduced |
| Donaldson Capital Management, LLC | 13,171 | $1.61M | 0.07% | +180+1.4% | Added |
| Schnieders Capital Management LLC | 13,250 | $1.62M | 0.33% | −94−0.7% | Reduced |
| Calamos Wealth Management LLC | 13,297 | $1.63M | 0.09% | +1,396+11.7% | Added |
| Fort Sheridan Advisors LLC | 13,331 | $1.63M | 0.31% | −2,370−15.1% | Reduced |
| Investors Asset Management of Georgia Inc | 13,339 | $1.63M | 0.77% | −1,089−7.5% | Reduced |
| GAMMA Investing LLC | 13,348 | $1.63M | 0.33% | +2,284+20.6% | Added |
| Balboa Wealth Partners | 13,349 | $1.63M | 0.52% | +2,461+22.6% | Added |
| TD Private Client Wealth LLC | 13,353 | $1.63M | 0.05% | +361+2.8% | Added |
| Dillon & Associates Inc | 13,420 | $1.64M | 0.26% | −2,585−16.2% | Reduced |
| Hancock Whitney Corp | 13,379 | $1.64M | 0.06% | +666+5.2% | Added |
| Coastal Investment Advisors, Inc. | 13,406 | $1.64M | 0.34% | +1,429+11.9% | Added |
| Occidental Asset Management, LLC | 13,427 | $1.64M | 0.31% | +13,427 | New |
| Hollencrest Capital Management | 13,450 | $1.65M | 0.08% | −4,054−23.2% | Reduced |
| Founders Financial Securities LLC | 13,470 | $1.65M | 0.17% | +1,235+10.1% | Added |
| Ceera Investments, LLC | 13,530 | $1.66M | 0.72% | −300−2.2% | Reduced |
| Perpetual Ltd | 13,538 | $1.66M | 0.02% | +8,120+149.9% | Added |
| Centiva Capital, LP | 13,589 | $1.66M | 0.09% | −7,339−35.1% | Reduced |
| Jmac Enterprises LLC | 13,597 | $1.66M | 0.31% | +506+3.9% | Added |
| Resurgent Financial Advisors LLC | 13,657 | $1.67M | 0.89% | +3,190+30.5% | Added |
| Capital Markets Trading UK LLP | 13,696 | $1.68M | 1.22% | −29,043−68.0% | Reduced |
| Payden & Rygel | 13,730 | $1.68M | 0.11% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 13,730 | $1.68M | 0.11% | +13,730 | New |
| Exencial Wealth Advisors, LLC | 13,758 | $1.68M | 0.06% | +2,245+19.5% | Added |
| Elmwood Wealth Management, Inc. | 13,779 | $1.69M | 0.72% | +1,343+10.8% | Added |
| BancorpSouth Bank | 13,811 | $1.69M | 0.12% | +1,628+13.4% | Added |