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 |
|---|---|---|---|---|---|
| Advisors Management Group Inc | 2,635 | $322.0K | 0.08% | −23−0.9% | Reduced |
| Dixon Fnancial Services, Inc. | 2,638 | $322.8K | 0.18% | +3+0.1% | Added |
| Traynor Capital Management, Inc. | 2,646 | $323.8K | 0.03% | −324−10.9% | Reduced |
| Calton & Associates, Inc. | 2,649 | $324.1K | 0.16% | −444−14.4% | Reduced |
| Investmark Advisory Group LLC | 2,651 | $324.4K | 0.18% | +8+0.3% | Added |
| Emfo, LLC | 2,651 | $324.4K | 0.30% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,653 | $324.6K | 0.08% | −100−3.6% | Reduced |
| SeaBridge Investment Advisors LLC | 2,655 | $324.9K | 0.09% | −380−12.5% | Reduced |
| Northwest Capital Management Inc | 2,657 | $325.1K | 0.10% | +2+0.1% | Added |
| Baker Avenue Asset Management, LP | 2,663 | $325.9K | 0.01% | −2,576−49.2% | Reduced |
| Sym Financial Corp | 2,672 | $326.9K | 0.05% | −102−3.7% | Reduced |
| First National Corp | 3,624 | $327.2K | 0.08% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 2,677 | $327.6K | 0.02% | −26−1.0% | Reduced |
| Laffer Tengler Investments | 2,683 | $328.3K | 0.08% | −3−0.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,687 | $328.9K | 0.18% | +169+6.7% | Added |
| KFA Private Wealth Group, LLC | 2,691 | $329.3K | 0.10% | +106+4.1% | Added |
| QVR LLC | 2,691 | $329.3K | 0.06% | +2,691 | New |
| Dodds Wealth, LLC | 2,696 | $329.9K | 0.13% | −20−0.7% | Reduced |
| Summit Asset Management, LLC | 2,700 | $330.3K | 0.07% | −2,919−51.9% | Reduced |
| Blue Barn Wealth, LLC | 2,702 | $330.6K | 0.18% | +381+16.4% | Added |
| Greenfield Savings Bank | 2,703 | $330.7K | 0.17% | −1,384−33.9% | Reduced |
| Correct Capital Wealth Management | 2,705 | $331.0K | 0.08% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,711 | $331.7K | 0.22% | +4+0.1% | Added |
| Green Harvest Asset Management LLC | 2,715 | $332.2K | 0.01% | +247+10.0% | Added |
| High Note Wealth, LLC | 2,721 | $332.9K | 0.11% | −10.0% | Reduced |
| Cohen & Steers, Inc. | 2,728 | $334.0K | 0.00% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,733 | $334.4K | 0.05% | −297−9.8% | Reduced |
| Montis Financial, LLC | 2,742 | $335.5K | 0.16% | −2−0.1% | Reduced |
| Progressive Investment Management Corp | 2,757 | $337.3K | 0.09% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,760 | $337.7K | 0.06% | +2,012+269.0% | Added |
| Greatmark Investment Partners, Inc. | 2,762 | $338.0K | 0.05% | +20+0.7% | Added |
| Aurora Private Wealth, Inc. | 2,781 | $338.0K | 0.29% | −72−2.5% | Reduced |
| Acorns Advisers, LLC | 2,761 | $338.0K | 0.00% | +509+22.6% | Added |
| Abacus Wealth Partners, LLC | 2,767 | $338.6K | 0.06% | +2,767 | New |
| Capital City Trust Co | 2,768 | $338.7K | 0.09% | +58+2.1% | Added |
| ZRC Wealth Management, LLC | 2,769 | $338.8K | 0.17% | −1,051−27.5% | Reduced |
| Tradewinds Capital Management, LLC | 2,774 | $339.5K | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 2,778 | $339.9K | 0.07% | +69+2.5% | Added |
| Old North State Trust, LLC | 2,776 | $340.0K | 0.29% | +2,776 | New |
| Avenir Corp | 2,786 | $340.9K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,793 | $341.8K | 0.03% | −5,362−65.8% | Reduced |
| Cooper/Haims Advisors, LLC | 2,797 | $342.3K | 0.20% | +5+0.2% | Added |
| Coastline Trust Co | 2,800 | $342.6K | 0.04% | −170−5.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,801 | $342.7K | 0.09% | +94+3.5% | Added |
| CMG Global Holdings, LLC | 2,802 | $342.9K | 0.24% | +11+0.4% | Added |
| Bank of New Hampshire | 2,803 | $343.0K | 0.09% | −56−2.0% | Reduced |
| Fort Point Capital Partners LLC | 2,827 | $345.9K | 0.05% | −1,047−27.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,829 | $346.2K | 0.19% | +100+3.7% | Added |
| Towercrest Capital Management | 2,844 | $347.9K | 0.06% | −2−0.1% | Reduced |
| Acropolis Investment Management, LLC | 2,845 | $348.1K | 0.02% | −329−10.4% | Reduced |
| Kennedy Investment Group | 2,845 | $348.1K | 0.19% | +68+2.4% | Added |
| Laidlaw Wealth Management LLC | 2,846 | $348.2K | 0.19% | −6,033−67.9% | Reduced |
| Carolinas Wealth Consulting LLC | 9,569 | $348.4K | 0.07% | −71−0.7% | Reduced |
| UMA Financial Services, Inc. | 3,060 | $348.4K | 0.07% | −392−11.4% | Reduced |
| Catalytic Wealth RIA, LLC | 2,848 | $348.5K | 0.07% | +2,848 | New |
| BlackDiamond Wealth Management Inc. | 2,849 | $348.6K | 0.25% | −437−13.3% | Reduced |
| Peninsula Asset Management Inc | 2,850 | $348.7K | 0.19% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 2,855 | $349.3K | 0.08% | −582−16.9% | Reduced |
| Wulff, Hansen & Co. | 2,865 | $350.6K | 0.35% | −50−1.7% | Reduced |
| Five Oceans Advisors | 2,866 | $350.7K | 0.18% | +14+0.5% | Added |
| Strait & Sound Wealth Management LLC | 2,997 | $351.1K | 0.20% | −181−5.7% | Reduced |
| TFG Advisers LLC | 2,873 | $351.5K | 0.14% | −1,213−29.7% | Reduced |
| WJ Wealth Management, LLC | 2,900 | $354.8K | 0.14% | 00.0% | Unchanged |
| Garner Asset Management Corp | 2,900 | $355.0K | 0.18% | +2,900 | New |
| Mystic Asset Management, Inc. | 2,907 | $355.7K | 0.15% | −3,410−54.0% | Reduced |
| Pathway Financial Advisors LLC | 2,911 | $356.2K | 0.10% | +28+1.0% | Added |
| Marathon Capital Management | 2,913 | $356.4K | 0.09% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 2,913 | $356.5K | 0.30% | −17−0.6% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,915 | $356.7K | 0.12% | +2,915 | New |
| Alexander Labrunerie & Co., Inc. | 2,915 | $356.7K | 0.20% | +2,915 | New |
| Rock Point Advisors, LLC | 2,917 | $356.9K | 0.11% | +70+2.5% | Added |
| Strategic Financial Concepts, LLC | 2,918 | $357.0K | 0.09% | +2,918 | New |
| Altrafin AG | 2,918 | $357.0K | 0.13% | −46,182−94.1% | Reduced |
| Falcon Wealth Planning | 2,930 | $358.5K | 0.06% | −435−12.9% | Reduced |
| Sterling Wealth Management, Inc. | 2,934 | $359.0K | 0.18% | 00.0% | Unchanged |
| Foster & Motley Inc | 2,943 | $360.0K | 0.02% | −131−4.3% | Reduced |
| EPIQ Capital Group, LLC | 2,942 | $360.0K | 0.14% | +9+0.3% | Added |
| Jacobsen Capital Management | 2,960 | $362.2K | 0.17% | +117+4.1% | Added |
| Private Ocean, LLC | 2,962 | $362.4K | 0.04% | −10.0% | Reduced |
| Crescent Grove Advisors, LLC | 2,972 | $363.7K | 0.04% | −661−18.2% | Reduced |
| Ethos Financial Group, LLC | 2,974 | $364.0K | 0.07% | −913−23.5% | Reduced |
| True North Advisors, LLC | 2,977 | $364.3K | 0.10% | −6,680−69.2% | Reduced |
| McRae Capital Management Inc | 2,985 | $365.2K | 0.08% | 00.0% | Unchanged |
| Trust Co of the South | 2,991 | $366.0K | 0.08% | −10−0.3% | Reduced |
| Visionary Horizons, LLC | 3,213 | $366.3K | 0.28% | −20−0.6% | Reduced |
| Meridian Wealth Partners, LLC | 2,995 | $366.4K | 0.07% | +92+3.2% | Added |
| Keudell/Morrison Wealth Management | 2,995 | $366.5K | 0.11% | +188+6.7% | Added |
| TruWealth Advisors, LLC | 2,997 | $366.7K | 0.03% | +2,997 | New |
| Wharton Business Group, LLC | 3,003 | $367.0K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 3,000 | $367.1K | 0.17% | −367−10.9% | Reduced |
| Price Jennifer C. | 3,000 | $367.1K | 0.35% | +1,000+50.0% | Added |
| Shay Capital LLC | 3,000 | $367.1K | 0.11% | +3,000 | New |
| Financial Freedom, LLC | 3,009 | $368.2K | 0.22% | +3+0.1% | Added |
| Hill Island Financial LLC | 3,019 | $369.5K | 0.12% | +6+0.2% | Added |
| Kearns & Associates LLC | 3,020 | $369.5K | 0.29% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,137 | $370.1K | 0.13% | +96+3.2% | Added |
| Fusion Capital, LLC | 3,031 | $370.9K | 0.17% | 00.0% | Unchanged |
| Custos Family Office, LLC | 3,032 | $371.0K | 0.19% | +10+0.3% | Added |
| West Bancorporation Inc | 3,036 | $371.5K | 0.24% | +3,036 | New |
| Aspen Grove Capital, LLC | 3,046 | $372.7K | 0.11% | +20+0.7% | Added |