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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 3,048 | $373.0K | 0.03% | +722+31.0% | Added |
| Legacy Edge Advisors, LLC | 3,049 | $373.1K | 0.08% | −461−13.1% | Reduced |
| Merriman Wealth Management, LLC | 3,052 | $373.5K | 0.02% | −1,242−28.9% | Reduced |
| EPG Wealth Management LLC | 3,059 | $374.3K | 0.09% | −399−11.5% | Reduced |
| Strategic Financial Services, Inc, | 3,063 | $374.8K | 0.02% | −1,535−33.4% | Reduced |
| Claret Asset Management Corp | 3,064 | $375.0K | 0.06% | −69−2.2% | Reduced |
| Eagle Wealth Strategies LLC | 3,088 | $375.3K | 0.30% | −19−0.6% | Reduced |
| Kensington Investment Counsel, LLC | 3,068 | $375.4K | 0.17% | −440−12.5% | Reduced |
| Somerset Trust Co | 3,069 | $375.5K | 0.15% | +223+7.8% | Added |
| Gateway Wealth Partners, LLC | 3,077 | $376.5K | 0.14% | +191+6.6% | Added |
| Intrepid Financial Planning Group LLC | 3,077 | $376.5K | 0.16% | −3−0.1% | Reduced |
| CAP Partners, LLC | 3,083 | $377.2K | 0.33% | −20−0.6% | Reduced |
| Walkner Condon Financial Advisors LLC | 3,085 | $377.4K | 0.08% | +51+1.7% | Added |
| Saxon Interests, Inc. | 3,092 | $378.3K | 0.18% | −13−0.4% | Reduced |
| DAGCO, Inc. | 3,100 | $379.3K | 0.17% | +2,941+1,849.7% | Added |
| Fountainhead AM, LLC | 3,104 | $379.8K | 0.09% | +324+11.7% | Added |
| Wellington Wealth Strategies, LLC. | 3,107 | $380.2K | 0.18% | +3,107 | New |
| Accel Wealth Management | 3,122 | $382.0K | 0.16% | −131−4.0% | Reduced |
| Advisory Resource Group | 3,123 | $382.1K | 0.09% | +4+0.1% | Added |
| Lodestar Private Asset Management LLC | 3,124 | $382.2K | 0.05% | −132−4.1% | Reduced |
| Eagle Capital Management LLC | 3,128 | $382.7K | 0.00% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 3,131 | $383.2K | 0.04% | −87−2.7% | Reduced |
| Guyasuta Investment Advisors Inc | 4,247 | $383.5K | 0.03% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,156 | $383.5K | 0.37% | −30−0.9% | Reduced |
| Avaii Wealth Management, LLC | 3,136 | $383.7K | 0.23% | +150+5.0% | Added |
| Rede Wealth, LLC | 3,138 | $384.0K | 0.16% | +300+10.6% | Added |
| Jarislowsky, Fraser Ltd | 3,139 | $384.1K | 0.00% | −326−9.4% | Reduced |
| Aspire Capital Advisors LLC | 3,141 | $384.3K | 0.13% | +383+13.9% | Added |
| Meeder Asset Management Inc | 3,142 | $384.5K | 0.02% | +3,142 | New |
| Fiducient Advisors LLC | 3,148 | $385.2K | 0.08% | +3,148 | New |
| LRI Investments, LLC | 3,148 | $385.2K | 0.10% | +3,148 | New |
| Almanack Investment Partners, LLC. | 3,151 | $385.5K | 0.07% | −59−1.8% | Reduced |
| Greenhouse Wealth Management, LLC | 3,154 | $385.9K | 0.29% | +6+0.2% | Added |
| King Wealth | 3,155 | $386.0K | 0.07% | +196+6.6% | Added |
| Waddell & Associates, LLC | 3,160 | $386.6K | 0.05% | +464+17.2% | Added |
| PSI Advisors, LLC | 3,162 | $386.9K | 0.14% | −880−21.8% | Reduced |
| First Bank & Trust | 3,170 | $387.9K | 0.08% | −35−1.1% | Reduced |
| Francis Financial, Inc. | 3,173 | $388.2K | 0.13% | +867+37.6% | Added |
| Armstrong Advisory Group, Inc | 4,306 | $388.8K | 0.04% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,180 | $389.1K | 0.18% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 3,206 | $392.0K | 0.15% | −14−0.4% | Reduced |
| Delap Wealth Advisory, LLC | 3,208 | $392.5K | 0.16% | +3,208 | New |
| EWG Elevate Inc. | 3,213 | $393.2K | 0.15% | −46−1.4% | Reduced |
| New England Capital Financial Advisors LLC | 3,215 | $393.4K | 0.22% | −26−0.8% | Reduced |
| Accurate Wealth Management, LLC | 3,501 | $394.2K | 0.12% | +308+9.6% | Added |
| Round Rock Advisors, LLC | 3,222 | $394.3K | 0.09% | +612+23.4% | Added |
| Harmony Asset Management LLC | 3,224 | $394.5K | 0.16% | −4,897−60.3% | Reduced |
| Unison Asset Management LLC | 3,235 | $395.8K | 0.21% | 00.0% | Unchanged |
| CNB Bank | 3,236 | $396.0K | 0.19% | −175−5.1% | Reduced |
| Redwood Financial Network Corp | 3,246 | $397.2K | 0.35% | −126−3.7% | Reduced |
| Guardian Investment Management | 3,250 | $397.7K | 0.33% | −700−17.7% | Reduced |
| First Commonwealth Financial Corp | 3,254 | $398.2K | 0.11% | −552−14.5% | Reduced |
| Insight Advisors, LLC | 3,260 | $398.9K | 0.08% | +285+9.6% | Added |
| Redwood Wealth Management Group, LLC | 3,276 | $400.9K | 0.42% | −181−5.2% | Reduced |
| Lion Street Advisors, LLC | 4,440 | $401.0K | 0.16% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 3,422 | $401.0K | 0.22% | +381+12.5% | Added |
| Crane Advisory, LLC | 3,432 | $401.9K | 0.08% | +1,070+45.3% | Added |
| FSB Premier Wealth Management, Inc. | 3,290 | $402.6K | 0.19% | −384−10.5% | Reduced |
| Lakeview Capital Partners, LLC | 3,293 | $402.9K | 0.07% | +135+4.3% | Added |
| Banco BTG Pactual S.A. | 3,300 | $403.8K | 0.13% | +3,300 | New |
| Capital Square, LLC | 3,312 | $405.3K | 0.29% | +855+34.8% | Added |
| Greystone Financial Group, LLC | 3,313 | $405.4K | 0.08% | −385−10.4% | Reduced |
| Fortitude Family Office, LLC | 3,330 | $407.5K | 0.27% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 3,331 | $407.6K | 0.15% | +402+13.7% | Added |
| Money Concepts Capital Corp | 3,332 | $407.7K | 0.04% | −497−13.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,333 | $407.8K | 0.07% | +868+35.2% | Added |
| Sonata Capital Group Inc | 3,332 | $408.0K | 0.19% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 3,335 | $408.1K | 0.31% | +105+3.3% | Added |
| CFO4Life Group, LLC | 3,335 | $408.1K | 0.07% | −415−11.1% | Reduced |
| Orrstown Financial Services Inc | 3,339 | $408.6K | 0.23% | +500+17.6% | Added |
| Trueblood Wealth Management, LLC | 3,344 | $409.2K | 0.23% | −49−1.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 3,348 | $409.7K | 0.22% | −760−18.5% | Reduced |
| Roman Butler Fullerton & Co | 3,662 | $410.1K | 0.15% | −590−13.9% | Reduced |
| Check Capital Management Inc | 3,360 | $411.1K | 0.03% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 3,361 | $411.3K | 0.00% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 3,363 | $411.5K | 0.22% | +267+8.6% | Added |
| Tennessee Valley Asset Management Partners | 3,366 | $411.9K | 0.10% | +77+2.3% | Added |
| SNS Financial Group, LLC | 3,368 | $412.2K | 0.05% | −357−9.6% | Reduced |
| Pallas Capital Advisors LLC | 3,372 | $412.6K | 0.02% | −36−1.1% | Reduced |
| Sivia Capital Partners, LLC | 3,373 | $412.7K | 0.28% | −390−10.4% | Reduced |
| Univest Financial Corp | 3,374 | $412.8K | 0.12% | −10.0% | Reduced |
| Broadleaf Partners, LLC | 3,386 | $414.3K | 0.11% | −13−0.4% | Reduced |
| Concord Wealth Partners | 3,391 | $414.9K | 0.07% | +756+28.7% | Added |
| ICA Group Wealth Management, LLC | 3,395 | $415.4K | 0.08% | −123−3.5% | Reduced |
| Family Management Corp | 3,400 | $416.0K | 0.08% | −323−8.7% | Reduced |
| Conway Capital Management, Inc. | 3,419 | $418.4K | 0.23% | +3+0.1% | Added |
| Stiles Financial Services Inc | 3,419 | $418.6K | 0.17% | −736−17.7% | Reduced |
| New World Advisors LLC | 3,424 | $419.0K | 0.12% | +92+2.8% | Added |
| Aspen Investment Management Inc | 3,425 | $419.0K | 0.21% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 3,432 | $419.9K | 0.80% | +3,432 | New |
| Barrett & Company, Inc. | 3,434 | $420.1K | 0.20% | −100−2.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,453 | $422.5K | 0.17% | −351−9.2% | Reduced |
| TSFG, LLC | 3,455 | $423.0K | 0.11% | +14+0.4% | Added |
| Vivaldi Capital Management, LLC | 4,005 | $423.7K | 0.12% | −305−7.1% | Reduced |
| NFP Retirement, Inc. | 3,464 | $424.0K | 0.04% | +506+17.1% | Added |
| Capstone Financial Advisors, Inc. | 3,465 | $424.0K | 0.03% | +459+15.3% | Added |
| Private Management Group Inc | 3,468 | $424.4K | 0.02% | +10+0.3% | Added |
| Taylor & Morgan Wealth Management, LLC | 3,479 | $425.6K | 0.31% | −174−4.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,482 | $426.0K | 0.08% | +273+8.5% | Added |
| Kelman-Lazarov, Inc. | 3,488 | $426.8K | 0.08% | −95−2.7% | Reduced |