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 |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 1,777 | $217.5K | 0.12% | −10,714−85.8% | Reduced |
| Defined Wealth Management, LLC | 1,787 | $218.6K | 0.16% | +1,787 | New |
| Buckley Wealth Management, LLC | 1,790 | $219.0K | 0.07% | +1,790 | New |
| Activest Wealth Management | 1,791 | $219.1K | 0.11% | +609+51.5% | Added |
| Innova Wealth Partners | 1,791 | $219.2K | 0.17% | +1,791 | New |
| N.E.W. Advisory Services LLC | 1,793 | $219.4K | 0.02% | +1,793 | New |
| Cravens & Co Advisors, LLC | 1,795 | $219.6K | 0.18% | +1,795 | New |
| Criterion Capital Advisors, LLC | 1,798 | $220.0K | 0.15% | −49−2.7% | Reduced |
| Atticus Wealth Management, LLC | 1,802 | $220.5K | 0.07% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 1,802 | $220.5K | 0.09% | +1,508+512.9% | Added |
| MAS Advisors LLC | 1,808 | $221.2K | 0.26% | +1,808 | New |
| Jessup Wealth Management, Inc | 1,809 | $221.3K | 0.09% | +1,809 | New |
| Tradition Wealth Management, LLC | 1,816 | $222.2K | 0.02% | −30−1.6% | Reduced |
| Red Door Wealth Management, LLC | 1,816 | $222.2K | 0.04% | −37,369−95.4% | Reduced |
| Stephens Consulting, LLC | 1,820 | $222.7K | 0.07% | −4−0.2% | Reduced |
| Seelaus Asset Management LLC | 1,822 | $223.0K | 0.22% | +1,822 | New |
| Kozak & Associates, Inc. | 2,157 | $223.0K | 0.06% | −234−9.8% | Reduced |
| Waterway Wealth Management, LLC | 1,825 | $223.3K | 0.10% | +1,825 | New |
| Darwin Advisors, LLC | 1,828 | $223.6K | 0.06% | +1,828 | New |
| Heritage Investment Group, Inc. | 1,838 | $225.0K | 0.05% | +1,838 | New |
| Drake & Associates, LLC | 1,840 | $225.1K | 0.08% | +1,840 | New |
| Olistico Wealth, LLC | 1,842 | $225.4K | 0.16% | +1,842 | New |
| Kiely Wealth Advisory Group, Inc. | 2,005 | $226.0K | 0.13% | +50+2.6% | Added |
| Empirical Asset Management, LLC | 1,847 | $226.0K | 0.11% | +1,847 | New |
| SilverOak Wealth Management LLC | 1,856 | $227.1K | 0.06% | +1,856 | New |
| Red Wave Investments LLC | 1,863 | $228.0K | 0.09% | +1,863 | New |
| VeraBank, N.A. | 1,868 | $228.6K | 0.07% | +1,868 | New |
| JGP Wealth Management, LLC | 1,868 | $228.6K | 0.03% | +1,868 | New |
| McIlrath & Eck, LLC | 1,870 | $228.8K | 0.04% | −222−10.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,871 | $228.9K | 0.05% | +1,871 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,873 | $229.2K | 0.01% | +843+81.8% | Added |
| Next Level Private LLC | 1,873 | $229.2K | 0.11% | +1,873 | New |
| Alterna Wealth Management, Inc | 1,875 | $229.4K | 0.23% | −700−27.2% | Reduced |
| Patriot Investment Management Inc. | 1,876 | $229.5K | 0.02% | +1,876 | New |
| One Wealth Management Investment & Advisory Services, LLC | 1,877 | $229.7K | 0.09% | −1,489−44.2% | Reduced |
| Patron Partners Advisors, LLC | 1,884 | $230.5K | 0.14% | +1,884 | New |
| MEMBERS Trust Co | 1,887 | $230.9K | 0.01% | +1,887 | New |
| Channel Wealth LLC | 1,892 | $231.4K | 0.09% | −630−25.0% | Reduced |
| Canvas Wealth Advisors, LLC | 2,055 | $232.1K | 0.08% | +2,055 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,903 | $232.9K | 0.05% | +1,903 | New |
| Wealth Group, Ltd. | 1,904 | $233.0K | 0.18% | +1,904 | New |
| Future Financial Wealth Managment LLC | 1,906 | $233.2K | 0.18% | +1,906 | New |
| Semus Wealth Partners LLC | 1,911 | $233.9K | 0.20% | +1,911 | New |
| Austin Private Wealth, LLC | 1,966 | $233.9K | 0.03% | +1,966 | New |
| Community Bank of Raymore | 1,912 | $234.0K | 0.11% | −4,080−68.1% | Reduced |
| AIMZ Investment Advisors, LLC | 1,917 | $234.6K | 0.09% | +1,917 | New |
| Cook Wealth Management Group LLC | 2,088 | $235.2K | 0.14% | +2,088 | New |
| Dimension Capital Management LLC | 1,923 | $235.3K | 0.05% | +1,923 | New |
| Vigilare Wealth Management | 1,923 | $235.3K | 0.12% | +1,923 | New |
| Sit Investment Associates Inc | 1,930 | $236.0K | 0.01% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 1,930 | $236.2K | 0.21% | +1,930 | New |
| Navalign, LLC | 1,932 | $236.4K | 0.08% | −4,337−69.2% | Reduced |
| Main Street Research LLC | 1,933 | $236.5K | 0.02% | +1,933 | New |
| Spirepoint Private Client, LLC | 1,950 | $238.6K | 0.04% | +1,950 | New |
| Indie Asset Partners, LLC | 1,951 | $238.8K | 0.21% | +1,951 | New |
| James J. Burns & Company, LLC | 1,946 | $239.0K | 0.08% | −826−29.8% | Reduced |
| Scientech Research LLC | 1,956 | $239.3K | 0.13% | +1,956 | New |
| Coombe, Bender & Co LLC | 1,957 | $239.5K | 0.15% | +69+3.7% | Added |
| Hoxton Planning & Management, LLC | 1,960 | $239.8K | 0.11% | +1,960 | New |
| Emergent Wealth Advisors, LLC | 1,963 | $240.1K | 0.21% | +1,963 | New |
| Zhang Financial LLC | 1,966 | $240.6K | 0.02% | +1,966 | New |
| Wagner Wealth Management, LLC | 1,966 | $240.6K | 0.07% | +1,966 | New |
| Lee Financial Co | 1,969 | $240.9K | 0.04% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,973 | $241.4K | 0.04% | +1,973 | New |
| Bank Ozk | 1,973 | $241.4K | 0.11% | +1,973 | New |
| Silver Coast Investments LLC | 1,974 | $241.5K | 0.10% | +1,974 | New |
| Concentrum Wealth Management | 1,976 | $241.8K | 0.11% | +1,976 | New |
| Tyler-Stone Wealth Management | 1,977 | $241.9K | 0.11% | −788−28.5% | Reduced |
| FMB Wealth Management | 1,981 | $242.4K | 0.19% | +1,981 | New |
| Canopy Partners, LLC | 1,982 | $242.5K | 0.12% | +1,982 | New |
| Yeomans Consulting Group, Inc. | 1,985 | $242.9K | 0.11% | +1,985 | New |
| Bernardo Wealth Planning LLC | 1,989 | $243.3K | 0.07% | +1,989 | New |
| Mark Sheptoff Financial Planning, LLC | 1,991 | $243.6K | 0.14% | −100−4.8% | Reduced |
| Raleigh Capital Management Inc. | 1,992 | $243.8K | 0.11% | +352+21.5% | Added |
| Occudo Quantitative Strategies LP | 1,993 | $243.9K | 0.04% | +1,993 | New |
| Gray Wealth Management Inc. | 1,997 | $244.4K | 0.11% | +1,997 | New |
| Objectivity Squared, LLC | 2,087 | $244.6K | 0.21% | +2,087 | New |
| SWMG, LLC | 1,999 | $244.6K | 0.11% | +1,999 | New |
| Paradigm Asset Management Co LLC | 2,000 | $244.7K | 0.06% | −600−23.1% | Reduced |
| West Tower Group, LLC | 2,000 | $244.7K | 0.74% | +2,000 | New |
| MGB Wealth Management, LLC | 2,000 | $244.7K | 0.10% | +2,000 | New |
| MBL Wealth, LLC | 2,002 | $245.0K | 0.03% | +2,002 | New |
| Camden National Bank | 2,004 | $245.2K | 0.04% | +2,004 | New |
| Hoya Capital Real Estate, LLC | 2,004 | $245.2K | 4.85% | +2,004 | New |
| Sugarloaf Wealth Management, LLC | 2,007 | $245.5K | 0.05% | −119−5.6% | Reduced |
| Pin Oak Investment Advisors Inc | 2,010 | $246.0K | 0.24% | −15−0.7% | Reduced |
| Defender Capital, LLC. | 2,013 | $246.3K | 0.08% | +2,013 | New |
| Lansing Street Advisors | 2,015 | $246.6K | 0.11% | +2,015 | New |
| GLOBALT Investments LLC | 2,020 | $247.2K | 0.01% | +2,020 | New |
| Prelude Capital Management, LLC | 2,023 | $247.5K | 0.02% | +2,023 | New |
| Betterment LLC | 2,025 | $248.0K | 0.00% | +2,025 | New |
| Fort Pitt Capital Group, LLC | 2,027 | $248.0K | 0.01% | +2,027 | New |
| Cassady Schiller Wealth Management, LLC | 2,029 | $248.3K | 0.11% | −133−6.2% | Reduced |
| FF Advisors,LLC | 2,031 | $248.5K | 0.17% | +2,031 | New |
| SignalPoint Asset Management, LLC | 2,033 | $248.7K | 0.07% | +2,033 | New |
| Tillman Hartley LLC | 2,038 | $249.4K | 0.09% | +2,038 | New |
| Colony Family Offices, LLC | 2,046 | $250.3K | 0.08% | +2,046 | New |
| WealthBridge Capital Management, LLC | 2,051 | $251.0K | 0.08% | +2,051 | New |
| Swisher Financial Concepts, Inc. | 2,137 | $251.0K | 0.22% | +2,137 | New |
| 1776 Wealth LLC | 2,054 | $251.3K | 0.12% | −543−20.9% | Reduced |