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; 2,947 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
- +207 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
- 357
- 1,202 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 | 2,947 | $127.3B |
| Q1 2026 | 3,017 | $125.0B |
| Q4 2025 | 3,187 | $151.4B |
| Q3 2025 | 3,083 | $148.5B |
| Q2 2025 | 3,210 | $162.0B |
| Q1 2025 | 3,077 | $127.0B |
| Q4 2024 | 3,249 | $141.5B |
| Q3 2024 | 2,941 | $119.2B |
| Q2 2024 | 3,035 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,010 | $109.0B |
| Q3 2023 | 2,832 | $94.4B |
| Q2 2023 | 2,963 | $102.4B |
| Q1 2023 | 3,077 | $116.4B |
| Q4 2022 | 2,996 | $100.6B |
| Q3 2022 | 3,006 | $109.7B |
| Q2 2022 | 3,016 | $107.4B |
| Q1 2022 | 3,297 | $158.8B |
| Q4 2021 | 3,373 | $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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 445 | $54.5K | 0.01% | −23−4.9% | Reduced |
| Clear Point Advisors Inc. | 446 | $54.6K | 0.04% | 00.0% | Unchanged |
| Mango Five Family, Inc. | 450 | $55.1K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 450 | $55.1K | 0.05% | −8,504−95.0% | Reduced |
| NCP Inc. | 469 | $57.3K | 0.04% | +469 | New |
| Dogwood Wealth Management LLC | 472 | $57.7K | 0.04% | −9−1.9% | Reduced |
| Syntax Research, Inc. | 475 | $58.1K | 0.04% | +1+0.2% | Added |
| ORG Partners LLC | 482 | $58.6K | 0.11% | −5,010−91.2% | Reduced |
| Stone House Investment Management, LLC | 484 | $59.2K | 0.01% | +138+39.9% | Added |
| Provenance Wealth Advisors, LLC | 486 | $59.5K | 0.01% | +81+20.0% | Added |
| Beaird Harris Wealth Management, LLC | 498 | $61.0K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 676 | $61.0K | 0.06% | 00.0% | Unchanged |
| Joseph Group Capital Management | 500 | $61.2K | 0.03% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 501 | $61.3K | 0.01% | +501 | New |
| American Capital Advisory, LLC | 629 | $63.0K | 0.06% | +113+21.9% | Added |
| Gould Capital, LLC | 515 | $63.0K | 0.04% | −50−8.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 522 | $63.9K | 0.00% | −2,009−79.4% | Reduced |
| Deane Retirement Strategies, Inc. | 536 | $65.6K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 540 | $66.1K | 0.01% | +237+78.2% | Added |
| Orion Capital Management LLC | 549 | $67.2K | 0.04% | −35−6.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 551 | $67.4K | 0.04% | +20+3.8% | Added |
| Ogorek Anthony Joseph | 561 | $68.0K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 560 | $68.5K | 0.03% | +2+0.4% | Added |
| BBJS Financial Advisors, LLC | 574 | $70.2K | 0.03% | −565−49.6% | Reduced |
| FSA Wealth Management LLC | 578 | $70.8K | 0.03% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 580 | $71.0K | 0.02% | −421−42.1% | Reduced |
| Voisard Asset Management Group, Inc. | 591 | $72.3K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 608 | $74.4K | 0.01% | −10,955−94.7% | Reduced |
| Impact Partnership Wealth, LLC | 610 | $74.6K | 0.03% | −155−20.3% | Reduced |
| Trivant Custom Portfolio Group, LLC | 615 | $75.3K | 0.05% | −20,333−97.1% | Reduced |
| Vima LLC | 766 | $76.7K | 0.09% | +8+1.1% | Added |
| Goodman Advisory Group, LLC | 628 | $76.8K | 0.02% | +512+441.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 644 | $78.8K | 0.06% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 646 | $79.0K | 0.04% | −100−13.4% | Reduced |
| REAP Financial Group, LLC | 650 | $79.5K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 651 | $79.7K | 0.03% | 00.0% | Unchanged |
| Fairman Group, LLC | 662 | $81.0K | 0.08% | 00.0% | Unchanged |
| Gladius Capital Management LP | 672 | $82.2K | 0.08% | +672 | New |
| Cranbrook Wealth Management, LLC | 673 | $82.3K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 687 | $84.0K | 0.01% | +45+7.0% | Added |
| GoalVest Advisory LLC | 697 | $85.3K | 0.03% | +140+25.1% | Added |
| Timber Creek Capital Management LLC | 713 | $87.2K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 719 | $88.0K | 0.03% | +57+8.6% | Added |
| Advantage Trust Co | 730 | $89.3K | 0.07% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 732 | $90.0K | 0.08% | +573+360.4% | Added |
| Canton Hathaway, LLC | 745 | $91.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 748 | $91.5K | 0.00% | −98−11.6% | Reduced |
| Roble, Belko & Company, Inc | 757 | $93.0K | 0.02% | −550−42.1% | Reduced |
| Arlington Trust Co LLC | 775 | $94.8K | 0.02% | −115−12.9% | Reduced |
| Private Wealth Management Group, LLC | 782 | $95.7K | 0.04% | −383−32.9% | Reduced |
| FSC Wealth Advisors, LLC | 788 | $96.4K | 0.07% | +1+0.1% | Added |
| GW&K Investment Management, LLC | 789 | $97.0K | 0.00% | −6,284−88.8% | Reduced |
| Ramirez Asset Management, Inc. | 800 | $97.9K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 802 | $98.1K | 0.01% | +802 | New |
| Clarity Asset Management, Inc. | 807 | $98.8K | 0.07% | +2+0.2% | Added |
| Pacifica Partners Inc. | 835 | $99.6K | 0.04% | 00.0% | Unchanged |
| Caitlin John, LLC | 822 | $100.6K | 0.08% | −52−5.9% | Reduced |
| WealthCollab, LLC | 832 | $101.8K | 0.08% | +200+31.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 837 | $102.5K | 0.06% | +700+510.9% | Added |
| Operose Advisors LLC | 845 | $103.4K | 0.03% | −37−4.2% | Reduced |
| AlphaMark Advisors, LLC | 851 | $104.0K | 0.04% | −33−3.7% | Reduced |
| Paladin Advisory Group, LLC | 875 | $106.3K | 0.08% | −244−21.8% | Reduced |
| Annapolis Financial Services, LLC | 872 | $106.7K | 0.04% | −38−4.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 881 | $107.8K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 895 | $109.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 967 | $109.8K | 0.03% | +73+8.2% | Added |
| Aspire Private Capital, LLC | 902 | $110.4K | 0.03% | +411+83.7% | Added |
| AllSquare Wealth Management LLC | 922 | $112.8K | 0.07% | −400−30.3% | Reduced |
| Frazier Financial Advisors, LLC | 923 | $113.0K | 0.09% | −13−1.4% | Reduced |
| Pittenger & Anderson Inc | 926 | $113.3K | 0.00% | −93−9.1% | Reduced |
| Moser Wealth Advisors, LLC | 945 | $115.6K | 0.06% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 948 | $116.0K | 0.04% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 958 | $117.2K | 0.63% | +121+14.5% | Added |
| PFS Partners, LLC | 960 | $117.4K | 0.08% | +1+0.1% | Added |
| Rational Advisors LLC | 960 | $117.5K | 0.01% | −477−33.2% | Reduced |
| Spotlight Asset Group, Inc. | 982 | $120.2K | 0.09% | −102−9.4% | Reduced |
| Bell Investment Advisors, Inc | 992 | $121.4K | 0.02% | +63+6.8% | Added |
| Lynwood Capital Management Inc. | 1,000 | $122.4K | 0.73% | +1,000 | New |
| TruNorth Capital Management, LLC | 1,011 | $123.7K | 0.04% | +1,011 | New |
| Tidemark, LLC | 1,014 | $124.0K | 0.07% | −219−17.8% | Reduced |
| Standard Family Office LLC | 1,026 | $125.5K | 0.17% | +1,026 | New |
| Bruce G. Allen Investments, LLC | 1,051 | $128.6K | 0.11% | +51+5.1% | Added |
| Kelly Financial Services LLC | 1,056 | $129.2K | 0.05% | +103+10.8% | Added |
| Pathway Financial Advisers, LLC | 1,060 | $129.8K | 0.05% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,078 | $131.9K | 0.07% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,098 | $134.0K | 1.22% | −2,640−70.6% | Reduced |
| Capula Management Ltd | 1,117 | $136.7K | 0.00% | +1,117 | New |
| FNY Investment Advisers, LLC | 1,138 | $139.0K | 0.09% | +1,138 | New |
| Pacific Capital Wealth Advisors, Inc | 1,166 | $142.7K | 0.03% | +16+1.4% | Added |
| Avion Wealth | 1,170 | $144.0K | 0.04% | +138+13.4% | Added |
| Mma Asset Management LLC | 1,195 | $146.3K | 0.07% | +1,195 | New |
| West Branch Capital LLC | 1,204 | $147.4K | 0.06% | +1,001+493.1% | Added |
| Liberty One Investment Management, LLC | 1,211 | $148.2K | 0.02% | +1,211 | New |
| Oliver Lagore Vanvalin Investment Group | 1,214 | $148.5K | 0.04% | +799+192.5% | Added |
| Maryland Capital Advisors Inc. | 1,216 | $148.8K | 0.09% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,242 | $151.9K | 0.05% | +11+0.9% | Added |
| Rosenberg Matthew Hamilton | 1,272 | $154.5K | 0.04% | −204−13.8% | Reduced |
| Covestor Ltd | 1,273 | $155.0K | 0.10% | −2,107−62.3% | Reduced |
| Contravisory Investment Management, Inc. | 1,270 | $155.4K | 0.03% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,274 | $155.8K | 0.05% | −115−8.3% | Reduced |