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; 2,948 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 | 2,948 | $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 |
|---|---|---|---|---|---|
| Miramar Capital, LLC | 2,697 | $284.3K | 0.07% | −80−2.9% | Reduced |
| Element Wealth, LLC | 2,326 | $284.6K | 0.17% | −50−2.1% | Reduced |
| Titleist Asset Management, LLC | 2,329 | $285.0K | 0.05% | −174−7.0% | Reduced |
| Hilltop Wealth Advisors, LLC | 2,334 | $285.6K | 0.15% | −90−3.7% | Reduced |
| Pensionmark Financial Group, LLC | 2,030 | $285.7K | 0.04% | −1,101−35.2% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,337 | $286.0K | 0.07% | −18−0.8% | Reduced |
| Centennial Bank | 2,343 | $286.7K | 0.15% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,345 | $287.0K | 0.11% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 2,347 | $287.2K | 0.26% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 2,348 | $287.3K | 0.04% | +116+5.2% | Added |
| Ironwood Investment Management LLC | 2,357 | $288.4K | 0.14% | +2,357 | New |
| Global Wealth Management Investment Advisory, Inc. | 2,358 | $288.5K | 0.07% | −69−2.8% | Reduced |
| Legacy Financial Group, Inc. | 2,362 | $289.0K | 0.11% | −123−4.9% | Reduced |
| Wealth Quarterback LLC | 2,365 | $289.4K | 0.16% | −629−21.0% | Reduced |
| Lakeshore Financial Planning, Inc. | 2,365 | $289.6K | 0.15% | −22−0.9% | Reduced |
| New Insight Wealth Advisors | 2,367 | $289.6K | 0.18% | −11−0.5% | Reduced |
| AJOVista, LLC | 2,368 | $289.7K | 0.78% | 00.0% | Unchanged |
| Petix & Botte Co | 2,370 | $290.0K | 0.07% | −2,370−50.0% | Reduced |
| Foguth Wealth Management, LLC. | 2,373 | $290.4K | 0.16% | +2,373 | New |
| Israel Discount Bank of New York | 2,374 | $290.5K | 0.36% | −1,523−39.1% | Reduced |
| Clearwater Capital Advisors, LLC | 2,384 | $291.6K | 0.03% | −84−3.4% | Reduced |
| Deseret Mutual Benefit Administrators | 2,386 | $292.0K | 0.15% | +76+3.3% | Added |
| First City Capital Management, Inc. | 2,397 | $293.3K | 0.16% | −222−8.5% | Reduced |
| Southland Equity Partners LLC | 2,399 | $293.5K | 0.08% | +2,399 | New |
| Ade, LLC | 2,399 | $293.6K | 0.20% | +80+3.4% | Added |
| Mad River Investors | 2,400 | $293.7K | 0.20% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 2,401 | $293.7K | 0.07% | −606−20.2% | Reduced |
| Investment Advisory Group, LLC | 2,403 | $294.1K | 0.12% | −335−12.2% | Reduced |
| BIP Wealth, LLC | 2,409 | $294.8K | 0.02% | −297−11.0% | Reduced |
| Cyrus J. Lawrence, LLC | 2,415 | $295.0K | 0.07% | +2,415 | New |
| C M Bidwell & Associates Ltd | 2,415 | $295.5K | 0.20% | +2,377+6,255.3% | Added |
| Johnson Financial Group, Inc. | 2,417 | $295.7K | 0.02% | −5,523−69.6% | Reduced |
| Rempart Asset Management Inc. | 2,425 | $296.7K | 0.06% | −56,130−95.9% | Reduced |
| First Citizens Financial Corp | 2,430 | $297.3K | 0.18% | +38+1.6% | Added |
| C2C Wealth Management, LLC | 2,432 | $297.6K | 0.30% | −2,654−52.2% | Reduced |
| Opes Wealth Management LLC | 2,433 | $297.7K | 0.07% | −78−3.1% | Reduced |
| Capital CS Group, LLC | 2,433 | $297.7K | 0.30% | 00.0% | Unchanged |
| DORVAL Corp | 2,671 | $298.0K | 0.14% | −1,577−37.1% | Reduced |
| Chase Investment Counsel Corp | 2,446 | $299.0K | 0.11% | 00.0% | Unchanged |
| BCS Wealth Management | 2,444 | $299.0K | 0.10% | +2,444 | New |
| Family Firm, Inc. | 2,445 | $299.2K | 0.07% | +6+0.2% | Added |
| Tranquilli Financial Advisor LLC | 2,446 | $299.3K | 0.20% | −175−6.7% | Reduced |
| Phraction Management LLC | 2,447 | $299.4K | 0.12% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 2,448 | $299.5K | 0.16% | +2,448 | New |
| Turtle Creek Wealth Advisors, LLC | 2,451 | $299.9K | 0.07% | +576+30.7% | Added |
| Linscomb & Williams, Inc. | 2,452 | $300.1K | 0.02% | −656−21.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 2,457 | $300.6K | 0.24% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,459 | $300.9K | 0.03% | +15+0.6% | Added |
| Bellevue Asset Management, LLC | 2,460 | $301.0K | 0.17% | −29−1.2% | Reduced |
| Northwest Wealth Management, LLC | 2,478 | $303.2K | 0.08% | −40−1.6% | Reduced |
| Gries Financial LLC | 2,482 | $303.7K | 0.05% | +216+9.5% | Added |
| GSG Advisors LLC | 2,556 | $304.2K | 0.11% | +70+2.8% | Added |
| West Oak Capital, LLC | 2,496 | $305.0K | 0.13% | 00.0% | Unchanged |
| Brookmont Capital Management | 2,494 | $305.1K | 0.16% | +2,494 | New |
| Yelin Lapidot Holdings Management Ltd. | 2,500 | $305.9K | 0.06% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,502 | $306.1K | 0.13% | −2,978−54.3% | Reduced |
| Rockline Wealth Management, LLC | 2,510 | $307.1K | 0.11% | −189−7.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,514 | $307.6K | 0.15% | 00.0% | Unchanged |
| Northwest Financial Advisors | 2,516 | $307.8K | 0.34% | −13−0.5% | Reduced |
| Ignite Planners, LLC | 2,533 | $307.9K | 0.09% | −299−10.6% | Reduced |
| waypoint wealth counsel | 2,519 | $308.2K | 0.24% | −500−16.6% | Reduced |
| Gould Asset Management LLC | 2,520 | $308.3K | 0.07% | 00.0% | Unchanged |
| FreeGulliver LLC | 2,522 | $308.6K | 0.27% | +20+0.8% | Added |
| Teamwork Financial Advisors, LLC | 2,524 | $308.8K | 0.05% | −159−5.9% | Reduced |
| STAR Financial Bank | 2,525 | $309.0K | 0.26% | −225−8.2% | Reduced |
| Navis Wealth Advisors, LLC | 2,527 | $309.2K | 0.37% | −292−10.4% | Reduced |
| Versant Capital Management, Inc | 2,527 | $309.2K | 0.09% | +135+5.6% | Added |
| Cascade Financial Partners, LLC | 2,716 | $309.6K | 0.04% | +2,716 | New |
| Capital Advisors, Ltd. LLC | 2,531 | $310.0K | 0.04% | +115+4.8% | Added |
| New Republic Capital, LLC | 2,535 | $310.2K | 0.20% | −548−17.8% | Reduced |
| East Coast Asset Management, LLC. | 2,538 | $310.6K | 0.11% | 00.0% | Unchanged |
| Lipe & Dalton | 2,541 | $311.0K | 0.16% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 2,543 | $311.2K | 0.23% | +8+0.3% | Added |
| Unique Wealth, LLC | 2,549 | $311.3K | 0.09% | +72+2.9% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,552 | $312.2K | 0.08% | +128+5.3% | Added |
| Brandywine Oak Private Wealth LLC | 2,558 | $313.0K | 0.03% | −180−6.6% | Reduced |
| WealthCare Investment Partners, LLC | 2,562 | $313.5K | 0.15% | +2,562 | New |
| AJ Advisors, LLC | 2,565 | $313.8K | 0.17% | +160+6.7% | Added |
| Fairfield, Bush & Co. | 2,572 | $314.7K | 0.19% | +300+13.2% | Added |
| Ackerman Capital Advisors, LLC | 2,573 | $314.9K | 0.09% | −847−24.8% | Reduced |
| InTrack Investment Management Inc | 2,577 | $315.4K | 0.23% | −2,323−47.4% | Reduced |
| Platte River Wealth Advisors, LLC | 2,583 | $316.1K | 0.09% | −75−2.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,584 | $316.1K | 0.08% | −185−6.7% | Reduced |
| Concorde Asset Management, LLC | 2,589 | $316.1K | 0.22% | −37−1.4% | Reduced |
| RDA Financial Network | 2,587 | $316.6K | 0.11% | −86−3.2% | Reduced |
| ROI Financial Advisors, LLC | 2,590 | $317.0K | 0.25% | −3,980−60.6% | Reduced |
| Childress Capital Advisors, LLC | 2,591 | $317.0K | 0.09% | +2,591 | New |
| Cardiff Park Advisors, LLC | 2,600 | $318.1K | 0.03% | −176−6.3% | Reduced |
| Meridian Investment Counsel Inc. | 2,601 | $318.3K | 0.11% | −66−2.5% | Reduced |
| Kesler, Norman & Wride, LLC | 2,602 | $318.4K | 0.07% | −43−1.6% | Reduced |
| Fundamentun, LLC | 2,603 | $318.5K | 0.03% | +11+0.4% | Added |
| Element Pointe Advisors, LLC | 2,605 | $318.7K | 0.08% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 2,710 | $319.1K | 0.12% | +96+3.7% | Added |
| Invictus Private Wealth, LLC | 2,614 | $319.8K | 0.03% | −71−2.6% | Reduced |
| BEAM Asset Management, LLC | 2,616 | $320.1K | 0.19% | +2,616 | New |
| BFSG, LLC | 2,617 | $320.2K | 0.04% | −1,257−32.4% | Reduced |
| RAM Investment Partners, LLC | 2,618 | $320.4K | 0.10% | +2,618 | New |
| Financial Network Wealth Advisors LLC | 2,621 | $320.7K | 0.32% | −88−3.2% | Reduced |
| Latitude Advisors, LLC | 2,622 | $320.8K | 0.20% | −560−17.6% | Reduced |
| Florida Financial Advisors, LLC | 2,629 | $321.7K | 0.24% | +2,629 | New |