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Livermore
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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.

Institutional holdersQ1 2024: 3,178 institutions
Q1 2021: 3,174 institutionsQ2 2021: 3,114 institutionsQ3 2021: 3,097 institutionsQ4 2021: 3,373 institutionsQ1 2022: 3,297 institutionsQ2 2022: 3,016 institutionsQ3 2022: 3,006 institutionsQ4 2022: 2,996 institutionsQ1 2023: 3,077 institutionsQ2 2023: 2,963 institutionsQ3 2023: 2,832 institutionsQ4 2023: 3,010 institutionsQ1 2024: 3,178 institutionsQ2 2024: 3,035 institutionsQ3 2024: 2,941 institutionsQ4 2024: 3,249 institutionsQ1 2025: 3,077 institutionsQ2 2025: 3,210 institutionsQ3 2025: 3,083 institutionsQ4 2025: 3,187 institutionsQ1 2026: 3,017 institutionsQ2 2026: 2,947 institutions
Value heldQ1 2024: $152.6B
Q1 2021: $218.1BQ2 2021: $208.0BQ3 2021: $200.3BQ4 2021: $181.8BQ1 2022: $158.8BQ2 2022: $107.4BQ3 2022: $109.7BQ4 2022: $100.6BQ1 2023: $116.4BQ2 2023: $102.4BQ3 2023: $94.4BQ4 2023: $109.0BQ1 2024: $152.6BQ2 2024: $122.6BQ3 2024: $119.2BQ4 2024: $141.5BQ1 2025: $127.0BQ2 2025: $162.0BQ3 2025: $148.5BQ4 2025: $151.4BQ1 2026: $125.0BQ2 2026: $127.3B
Institutions holding DIS and their total value by quarter
QuarterHoldersValue
Q2 20262,947$127.3B
Q1 20263,017$125.0B
Q4 20253,187$151.4B
Q3 20253,083$148.5B
Q2 20253,210$162.0B
Q1 20253,077$127.0B
Q4 20243,249$141.5B
Q3 20242,941$119.2B
Q2 20243,035$122.6B
Q1 20243,178$152.6B
Q4 20233,010$109.0B
Q3 20232,832$94.4B
Q2 20232,963$102.4B
Q1 20233,077$116.4B
Q4 20222,996$100.6B
Q3 20223,006$109.7B
Q2 20223,016$107.4B
Q1 20223,297$158.8B
Q4 20213,373$181.8B
Q3 20213,097$200.3B
Q2 20213,114$208.0B
Q1 20213,174$218.1B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Walt Disney Co; share changes are against Q4 2023.

Institutions holding DIS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
W.G. Shaheen & Associates DBA Whitney & Co2,055$251.4K0.03%−491−19.3%Reduced
Yoder Wealth Management, Inc.2,066$252.8K0.16%+2,066New
Sprinkle Financial Consultants LLC2,072$253.5K0.22%+2,072New
Executive Wealth Management, LLC2,089$253.9K0.02%+2,089New
State of Wyoming2,075$253.9K0.04%+1,010+94.8%Added
Beacon Bridge Wealth Partners, LLC2,075$253.9K0.12%+2,075New
Encompass More Asset Management2,080$254.5K0.21%+2,080New
Financial Advisors, LLC2,085$255.1K0.05%−355−14.5%Reduced
Steele Capital Management, Inc.2,094$256.2K0.01%+2,094New
Benedict Financial Advisors Inc2,096$256.5K0.07%+2,096New
Hamilton Capital, LLC2,096$256.5K0.02%+2,096New
Kowal Investment Group, LLC2,099$256.9K0.06%+2,099New
Patrick Mauro Investment Advisor, INC.2,100$257.0K0.15%+2,100New
Beacon Capital Management, LLC2,100$257.0K0.05%+233+12.5%Added
CJM Wealth Advisers, Ltd.2,101$257.1K0.10%+2,101New
MBA Advisors LLC2,105$257.6K0.13%−693−24.8%Reduced
Objective Capital Management, LLC2,107$257.8K0.17%+2,107New
Monticello Wealth Management, LLC2,114$258.6K0.02%−380−15.2%Reduced
SRS Capital Advisors, Inc.2,120$259.3K0.03%+50+2.4%Added
Paradigm, Strategies in Wealth Management, LLC2,121$259.5K0.16%+2,121New
Morling Financial Advisors, LLC2,121$259.5K0.15%+2,121New
Holistic Financial Partners2,127$260.3K0.13%+2,127New
Park Place Capital Corp2,128$260.4K0.09%+36+1.7%Added
Crescent Sterling, Ltd.2,130$260.6K0.24%−1,854−46.5%Reduced
Kaydan Wealth Management, Inc.2,133$261.0K0.09%−147−6.4%Reduced
Philadelphia Trust Co2,137$261.0K0.02%+2,137New
City State Bank2,144$262.0K0.12%−128−5.6%Reduced
Summit Global Investments2,143$262.0K0.02%+2,143New
Boston Mountain Money Management Inc2,143$262.3K0.18%+2,143New
Summit Wealth Partners, LLC2,149$262.9K0.06%−90−4.0%Reduced
Goepper Burkhardt LLC2,487$263.1K0.12%−414−14.3%Reduced
Bullock Wealth Management Group2,165$263.1K0.18%+2,165New
Advance Capital Management, Inc.2,151$263.2K0.02%−658−23.4%Reduced
Firestone Capital Management2,154$263.5K0.07%+2,154New
Lodestone Wealth Management LLC2,154$263.6K0.14%+2,154New
Heartwood Wealth Advisors LLC2,157$263.9K0.03%+2,157New
Adamsbrown Wealth Consultants LLC2,158$264.1K0.11%+2,158New
Flaharty Asset Management, LLC2,159$264.2K0.04%−241−10.0%Reduced
St. Louis Trust Co2,181$264.6K0.04%+2,181New
Westshore Wealth, LLC2,169$265.4K0.11%−100−4.4%Reduced
O'Keefe Stevens Advisory, Inc.2,174$266.0K0.09%+2,174New
Morris Financial Concepts, Inc.2,176$266.2K0.14%−87−3.8%Reduced
Hurlow Wealth Management Group, Inc.2,181$266.9K0.09%+2,181New
Private Capital Advisors, Inc.2,178$267.0K0.03%+2,178New
Truepoint, Inc.2,184$267.2K0.01%−5,232−70.6%Reduced
Triton Wealth Management, PLLC2,353$267.2K0.19%+2,353New
Cardinal Strategic Wealth Guidance2,195$268.6K0.10%−452−17.1%Reduced
Affinity Capital Advisors, LLC2,196$268.8K0.06%−275−11.1%Reduced
E&G Advisors, LP2,199$269.1K0.08%−496−18.4%Reduced
Polymer Capital Management (HK) LTD2,200$269.2K0.07%+2,200New
FMA Wealth Management, LLC2,200$269.2K0.22%+2,200New
Gill Capital Partners, LLC2,424$269.3K0.11%00.0%Unchanged
Ahl Investment Management, Inc.2,204$269.7K0.21%−45−2.0%Reduced
Long Run Wealth Advisors, LLC2,204$269.7K0.07%+2,204New
Monte Financial Group, LLC2,206$269.9K0.12%+2,206New
Paragon Financial Partners, Inc.2,209$270.2K0.22%+2,209New
Financial Council Asset Management Inc2,209$270.2K0.16%+2,209New
Rise Advisors, LLC2,209$270.3K0.14%+996+82.1%Added
Holland Advisory Services, Inc.2,212$270.7K0.30%+2,212New
Karpus Management, Inc.2,215$271.0K0.01%+2,215New
One Charles Private Wealth Services, LLC2,215$271.0K0.12%+2,215New
JFG Wealth Management, LLC2,228$272.6K0.07%+2,228New
Arden Trust Co2,228$272.6K0.04%−10.0%Reduced
Wealth Management Partners, LLC2,229$272.7K0.14%−100−4.3%Reduced
Lesa Sroufe & Co2,231$273.0K0.26%00.0%Unchanged
Buckhead Capital Management LLC2,234$273.4K0.09%00.0%Unchanged
Warren Street Wealth Advisors, LLC2,235$273.5K0.14%+2,235New
Maltin Wealth Management, Inc.2,240$274.1K0.15%+2,240New
Mayfair Advisory Group, LLC2,242$274.3K0.20%+2,242New
CBOE Vest Financial, LLC2,242$274.3K0.01%+2,242New
Keebeck Wealth Management, LLC2,242$274.3K0.04%+20+0.9%Added
Tortoise Investment Management, LLC2,250$275.3K0.03%+80+3.7%Added
S.A. Mason LLC2,251$275.4K0.17%00.0%Unchanged
Bellecapital International Ltd.2,255$275.9K0.06%00.0%Unchanged
Alpha Family Trust2,255$275.9K0.17%+2,255New
Pennsylvania Capital Management Inc2,255$275.9K0.11%−172−7.1%Reduced
Colonial River Wealth Management, LLC2,257$276.2K0.16%+2,257New
Signet Financial Management, LLC2,258$276.3K0.04%−411−15.4%Reduced
Convergence Financial, LLC2,264$277.0K0.11%+2,264New
Headinvest, LLC2,264$277.0K0.05%−110−4.6%Reduced
Private Capital Management LLC2,265$277.2K0.06%+2,265New
Truvestments Capital LLC2,268$277.5K0.11%−1,260−35.7%Reduced
Edgemoor Investment Advisors, Inc.2,271$277.9K0.03%−39,496−94.6%Reduced
Montz Harcus Wealth Management LLC2,273$278.1K0.19%−139−5.8%Reduced
SJS Investment Consulting Inc.2,275$278.4K0.06%−13−0.6%Reduced
Traveka Wealth, LLC2,278$278.8K0.13%+2,278New
WESPAC Advisors, LLC2,278$278.8K0.16%+5+0.2%Added
Mosaic Family Wealth Partners, LLC2,280$278.9K0.05%+34+1.5%Added
Redmont Wealth Advisors LLC2,284$279.5K0.39%−1,803−44.1%Reduced
West Wealth Group, LLC2,287$279.8K0.10%−74−3.1%Reduced
Cascade Investment Group, Inc.2,289$280.1K0.21%−75−3.2%Reduced
Towerpoint Wealth, LLC2,291$280.3K0.14%+66+3.0%Added
Alliance Wealth Management Group2,291$280.3K0.08%00.0%Unchanged
Austin Wealth Management, LLC2,722$280.4K0.07%−2,563−48.5%Reduced
Cornercap Investment Counsel Inc2,303$281.8K0.04%−91−3.8%Reduced
Ami Asset Management Corp2,303$281.8K0.01%00.0%Unchanged
Pointe Capital Management LLC2,303$281.8K0.17%+2,303New
Quantum Financial Advisors, LLC2,305$282.0K0.05%+2,305New
Fairhaven Wealth Management, LLC2,313$283.0K0.10%−113−4.7%Reduced
Allen Capital Group, LLC2,315$283.2K0.04%+2,315New