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 |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 1,279 | $156.5K | 0.05% | +28+2.2% | Added |
| JJJ Advisors Inc. | 1,285 | $157.2K | 0.03% | −2,114−62.2% | Reduced |
| Founders Capital Management | 1,288 | $157.6K | 0.11% | −78−5.7% | Reduced |
| Morton Brown Family Wealth, LLC | 1,289 | $157.7K | 0.07% | −311−19.4% | Reduced |
| Basso Capital Management, L.P. | 1,313 | $160.7K | 0.15% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,471 | $165.4K | 0.10% | +102+7.5% | Added |
| Riverview Trust Co | 1,357 | $166.0K | 0.13% | +1,357 | New |
| Gilliland Jeter Wealth Management LLC | 1,364 | $166.9K | 0.06% | +1,364 | New |
| Compass Wealth Management LLC | 1,375 | $168.3K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,384 | $169.3K | 0.03% | +114+9.0% | Added |
| Eagle Bay Advisors LLC | 1,393 | $170.5K | 0.11% | −241−14.7% | Reduced |
| HighMark Wealth Management LLC | 1,377 | $171.5K | 0.11% | +19+1.4% | Added |
| PrairieView Partners, LLC | 1,400 | $172.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,420 | $174.0K | 0.07% | −165−10.4% | Reduced |
| Picton Mahoney Asset Management | 1,420 | $174.0K | 0.01% | +1,420 | New |
| Tower View Investment Management & Research LLC | 1,435 | $175.6K | 0.10% | 00.0% | Unchanged |
| TFC Financial Management | 1,441 | $176.4K | 0.03% | −59−3.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $177.4K | 0.08% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,459 | $178.5K | 0.04% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,468 | $179.6K | 0.01% | −678−31.6% | Reduced |
| Hoey Investments, Inc | 1,478 | $180.8K | 0.04% | +450+43.8% | Added |
| DT Investment Partners, LLC | 1,480 | $181.1K | 0.02% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 1,500 | $184.0K | 0.13% | −102−6.4% | Reduced |
| Tucker Asset Management LLC | 1,528 | $187.0K | 0.04% | +90+6.3% | Added |
| WR Wealth Planners, LLC | 1,546 | $189.2K | 0.06% | +1,546 | New |
| Mizuho Securities Co. Ltd. | 1,550 | $189.7K | 1.04% | −4,620−74.9% | Reduced |
| M&R Capital Management Inc | 1,572 | $191.5K | 0.05% | −18−1.1% | Reduced |
| True Wealth Design, LLC | 1,569 | $192.0K | 0.05% | −269−14.6% | Reduced |
| Raffa Wealth Management, LLC | 1,569 | $192.0K | 0.06% | +942+150.2% | Added |
| Atwood & Palmer Inc | 1,606 | $196.5K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,631 | $199.6K | 0.05% | +30+1.9% | Added |
| Second Line Capital, LLC | 1,639 | $200.6K | 0.07% | +1,639 | New |
| Brio Consultants, LLC | 1,640 | $200.7K | 0.03% | +1,640 | New |
| FSM Wealth Advisors, LLC | 1,641 | $200.8K | 0.07% | +1,641 | New |
| DDFG, Inc | 1,641 | $200.8K | 0.06% | +1,641 | New |
| USAdvisors Wealth Management, LLC | 1,662 | $201.0K | 0.08% | +1,662 | New |
| Winning Points Advisors, LLC | 2,232 | $201.5K | 0.31% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 1,648 | $201.7K | 0.06% | +1,648 | New |
| Segment Wealth Management, LLC | 1,648 | $201.7K | 0.02% | −1,154−41.2% | Reduced |
| Shoker Investment Counsel, Inc. | 1,660 | $201.8K | 0.07% | +1,660 | New |
| Prairie Sky Financial Group LLC | 1,650 | $201.9K | 0.12% | +1,650 | New |
| Moody Aldrich Partners LLC | 1,651 | $202.0K | 0.03% | +1,651 | New |
| Shilanski & Associates, Inc. | 1,653 | $202.3K | 0.07% | +1,653 | New |
| McElhenny Sheffield Capital Management, LLC | 1,655 | $202.3K | 0.07% | +1,655 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,657 | $202.8K | 0.01% | −6,651−80.1% | Reduced |
| Rainey & Randall Investment Management Inc. | 1,660 | $203.1K | 0.05% | +1,660 | New |
| Johnson Bixby & Associates, LLC | 1,661 | $203.3K | 0.04% | +1,661 | New |
| Bogart Wealth, LLC | 1,663 | $203.4K | 0.01% | +60+3.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,666 | $203.9K | 0.11% | +1,666 | New |
| Vectors Research Management, LLC | 1,664 | $204.0K | 0.06% | −700−29.6% | Reduced |
| Iron Financial, LLC | 1,671 | $204.4K | 0.11% | +1,671 | New |
| Madison Wealth Partners, Inc | 1,673 | $204.7K | 0.07% | +1,673 | New |
| Horizon Bancorp Inc | 1,674 | $205.0K | 0.10% | +96+6.1% | Added |
| Well Done, LLC | 1,676 | $205.1K | 0.04% | +1,676 | New |
| Sage Rhino Capital LLC | 1,682 | $205.8K | 0.05% | +1,682 | New |
| HTG Investment Advisors, Inc. | 1,684 | $206.0K | 0.12% | +1,684 | New |
| Whelan Financial | 1,686 | $206.3K | 0.09% | +1,686 | New |
| Meridian Management Co | 1,686 | $206.3K | 0.06% | +1,686 | New |
| Macroview Investment Management LLC | 1,687 | $206.4K | 0.23% | +30+1.8% | Added |
| Financial Partners Group, Inc | 1,688 | $206.6K | 0.03% | +1,688 | New |
| Investments & Financial Planning, LLC | 1,691 | $206.9K | 0.14% | +1,691 | New |
| Gabelli & Co Investment Advisers, Inc. | 1,700 | $208.0K | 0.04% | +1,700 | New |
| Blodgett Wealth Advisors, LLC | 1,703 | $208.4K | 0.19% | +1,703 | New |
| Kaye Capital Management | 1,706 | $208.7K | 0.09% | +1,706 | New |
| ABLE Financial Group, LLC | 1,708 | $209.0K | 0.08% | +1,708 | New |
| BlueSky Wealth Advisors, LLC | 1,708 | $209.0K | 0.16% | +1,708 | New |
| HHM Wealth Advisors, LLC | 1,714 | $209.7K | 0.03% | +32+1.9% | Added |
| Wambolt & Associates, LLC | 1,726 | $209.8K | 0.06% | +1,726 | New |
| Bordeaux Wealth Advisors LLC | 1,714 | $209.8K | 0.07% | +1,714 | New |
| Western Pacific Wealth Management, LP | 1,717 | $210.1K | 0.15% | +2+0.1% | Added |
| Watchman Group, Inc. | 1,718 | $210.2K | 0.06% | +1,718 | New |
| Sunflower Bank, N.A. | 1,721 | $210.6K | 0.05% | +1,721 | New |
| Capital International Sarl | 1,721 | $210.6K | 0.01% | +1,721 | New |
| Vantage Consulting Group Inc | 1,721 | $210.6K | 0.13% | +1,721 | New |
| Cahill Financial Advisors Inc | 1,723 | $210.8K | 0.03% | +1,723 | New |
| Pension & Wealth Management Advisors, Inc. | 1,724 | $211.1K | 0.14% | +76+4.6% | Added |
| Client 1st Advisory Group, LLC | 1,728 | $211.4K | 0.09% | +1,728 | New |
| Blue Bell Private Wealth Management, LLC | 1,728 | $211.5K | 0.05% | −121−6.5% | Reduced |
| Peninsula Wealth, LLC | 1,731 | $211.8K | 0.04% | +1,731 | New |
| Sather Financial Group Inc | 1,731 | $211.8K | 0.02% | +1,731 | New |
| Total Clarity Wealth Management, Inc. | 1,738 | $212.7K | 0.07% | +1,738 | New |
| Hollow Brook Wealth Management LLC | 1,738 | $212.7K | 0.08% | +1,738 | New |
| Full Sail Capital, LLC | 1,739 | $212.8K | 0.01% | +1,739 | New |
| HFR Wealth Management, LLC | 1,740 | $212.8K | 0.05% | +1,740 | New |
| Edge Financial Advisors LLC | 1,741 | $213.0K | 0.19% | +1,741 | New |
| Hilltop National Bank | 1,743 | $213.3K | 0.07% | +1,743 | New |
| Beck Bode, LLC | 1,748 | $213.9K | 0.04% | +1,748 | New |
| Nkcfo LLC | 1,749 | $214.0K | 0.13% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,750 | $214.2K | 0.03% | +1,750 | New |
| First International Bank & Trust | 1,754 | $214.6K | 0.07% | +1,754 | New |
| Ullmann Financial Group, Inc. | 1,756 | $214.9K | 0.03% | +1,756 | New |
| Independent Wealth Network Inc. | 1,756 | $214.9K | 0.10% | +1,756 | New |
| REDW Wealth LLC | 1,757 | $214.9K | 0.06% | +1,757 | New |
| Covenant Partners, LLC | 1,757 | $215.0K | 0.06% | +1,757 | New |
| Bouchey Financial Group Ltd | 1,760 | $215.4K | 0.02% | +1,760 | New |
| Sunburst Financial Group, LLC | 1,781 | $216.4K | 0.06% | +1,781 | New |
| Genesee Capital Advisors, LLC | 1,770 | $216.5K | 0.12% | +1,770 | New |
| KFG Wealth Management, LLC | 1,771 | $216.7K | 0.09% | +1,771 | New |
| Smith, Salley & Associates | 1,774 | $217.0K | 0.02% | +1,774 | New |
| Ambassador Advisors, LLC | 1,776 | $217.3K | 0.04% | +1,776 | New |