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
- 3,179
- +208 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
- 358
- 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 | 3,179 | $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 | 3,298 | $158.8B |
| Q4 2021 | 3,374 | $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 |
|---|---|---|---|---|---|
| Kelman-Lazarov, Inc. | 3,488 | $426.8K | 0.08% | −95−2.7% | Reduced |
| Spinnaker Investment Group, LLC | 3,488 | $426.8K | 0.12% | +25+0.7% | Added |
| Grace & White Inc | 3,500 | $428.3K | 0.08% | −1,450−29.3% | Reduced |
| BlueCrest Capital Management Ltd | 3,501 | $428.4K | 0.11% | −16,350−82.4% | Reduced |
| Firethorn Wealth Partners, LLC | 3,502 | $428.5K | 0.25% | −70−2.0% | Reduced |
| Bristol John W & Co Inc | 3,512 | $429.7K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 3,517 | $430.4K | 0.08% | +98+2.9% | Added |
| Goldstone Financial Group, LLC | 3,517 | $430.4K | 0.10% | +129+3.8% | Added |
| Miller Investment Management, LP | 3,523 | $431.1K | 0.06% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 3,525 | $431.4K | 0.26% | +53+1.5% | Added |
| Beck Mack & Oliver LLC | 3,532 | $432.2K | 0.01% | −600−14.5% | Reduced |
| USA Financial Portformulas Corp | 3,534 | $432.4K | 0.07% | +3,534 | New |
| Osterweis Capital Management Inc | 3,540 | $433.2K | 0.03% | −90−2.5% | Reduced |
| Trifecta Capital Advisors, LLC | 3,554 | $434.9K | 0.11% | −497−12.3% | Reduced |
| Wrapmanager Inc | 3,561 | $435.7K | 0.12% | +919+34.8% | Added |
| IVC Wealth Advisors LLC | 3,570 | $436.8K | 0.25% | −355−9.0% | Reduced |
| Security Financial Services, INC. | 3,573 | $437.2K | 0.10% | +22+0.6% | Added |
| Aufman Associates Inc | 3,578 | $437.8K | 0.31% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 3,585 | $438.7K | 0.01% | −145−3.9% | Reduced |
| Cohen Capital Management, Inc. | 3,591 | $439.4K | 0.08% | +761+26.9% | Added |
| Johnson & White Wealth Management, LLC | 3,592 | $440.0K | 0.32% | +740+25.9% | Added |
| Sustainable Insight Capital Management, LLC | 3,600 | $440.5K | 0.32% | +3,600 | New |
| SYSTM Wealth Solutions LLC | 3,601 | $440.6K | 0.06% | +476+15.2% | Added |
| MV Capital Management, Inc. | 3,606 | $441.2K | 0.05% | −7,214−66.7% | Reduced |
| Sage Private Wealth Group, LLC | 3,607 | $441.5K | 0.35% | +445+14.1% | Added |
| Gordian Capital Singapore Pte Ltd | 3,611 | $441.8K | 0.33% | −12,160−77.1% | Reduced |
| Private Portfolio Partners LLC | 3,611 | $441.9K | 0.09% | +185+5.4% | Added |
| Retirement Planning Co of New England, Inc. | 3,612 | $442.0K | 0.24% | −3,437−48.8% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,781 | $443.1K | 0.38% | +205+5.7% | Added |
| Seneca Financial Advisors LLC | 3,641 | $445.6K | 0.24% | +167+4.8% | Added |
| Seven Mile Advisory | 3,646 | $446.1K | 0.34% | +32+0.9% | Added |
| Signal Advisors Wealth, LLC | 3,654 | $447.1K | 0.11% | +339+10.2% | Added |
| Kooman & Associates | 3,657 | $447.5K | 0.19% | +113+3.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,665 | $448.4K | 0.02% | 00.0% | Unchanged |
| Sentinus, LLC | 3,667 | $448.6K | 0.16% | +3,667 | New |
| CVA Family Office, LLC | 3,667 | $448.7K | 0.08% | +57+1.6% | Added |
| Shepherd Financial Partners LLC | 3,672 | $449.2K | 0.06% | −218−5.6% | Reduced |
| Prentiss Smith & Co Inc | 3,680 | $450.3K | 0.32% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,682 | $450.6K | 0.08% | −169−4.4% | Reduced |
| Lantz Financial LLC | 3,700 | $452.7K | 0.15% | +118+3.3% | Added |
| Peregrine Asset Advisers, Inc. | 3,701 | $452.9K | 0.18% | −183−4.7% | Reduced |
| New Jersey Better Educational Savings Trust | 3,706 | $453.5K | 0.86% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,721 | $455.3K | 0.40% | −70−1.8% | Reduced |
| Wiser Advisor Group LLC | 3,715 | $455.4K | 0.71% | −1,244−25.1% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 3,728 | $456.2K | 0.22% | −615−14.2% | Reduced |
| Exchange Bank | 3,731 | $456.5K | 0.38% | −342−8.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,731 | $456.5K | 0.14% | +700+23.1% | Added |
| Northern Financial Advisors Inc | 3,732 | $456.6K | 0.36% | +217+6.2% | Added |
| Marotta Asset Management | 3,749 | $458.7K | 0.09% | −115−3.0% | Reduced |
| Vantage Financial Partners, LLC | 3,751 | $458.9K | 0.12% | −88−2.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,751 | $459.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,753 | $459.2K | 0.07% | −258−6.4% | Reduced |
| RBA Wealth Management, LLC | 3,755 | $459.5K | 0.19% | +10.0% | Added |
| Gerber, LLC | 3,756 | $459.6K | 0.39% | +5+0.1% | Added |
| Apollon Financial, LLC | 3,758 | $459.8K | 0.16% | +163+4.5% | Added |
| Rogco, LP | 3,761 | $460.2K | 0.19% | +515+15.9% | Added |
| Meritage Portfolio Management | 3,768 | $461.0K | 0.03% | −13−0.3% | Reduced |
| Chelsea Counsel Co | 3,770 | $461.3K | 0.26% | −151−3.9% | Reduced |
| Gryphon Financial Partners LLC | 3,783 | $462.9K | 0.08% | −2,901−43.4% | Reduced |
| Horizon Family Wealth, Inc. | 3,788 | $463.5K | 0.36% | +73+2.0% | Added |
| Gradient Capital Advisors, LLC | 3,789 | $463.7K | 0.17% | −186−4.7% | Reduced |
| First Personal Financial Services | 3,795 | $464.4K | 0.11% | −866−18.6% | Reduced |
| Fairview Capital Investment Management, LLC | 3,797 | $464.7K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3,807 | $466.0K | 0.33% | +13+0.3% | Added |
| Crewe Advisors LLC | 3,809 | $466.1K | 0.05% | +3,809 | New |
| Inspirion Wealth Advisors, LLC | 3,812 | $466.4K | 0.08% | −6−0.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,817 | $467.1K | 0.12% | −250−6.1% | Reduced |
| Reik & Co., LLC | 3,832 | $468.9K | 0.12% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,836 | $469.4K | 0.20% | −1,300−25.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 3,851 | $471.3K | 0.23% | −525−12.0% | Reduced |
| Klingman & Associates, LLC | 3,854 | $471.6K | 0.03% | +159+4.3% | Added |
| TFB Advisors LLC | 4,289 | $473.8K | 0.17% | +4,289 | New |
| Sigma Investment Counselors Inc | 3,873 | $473.9K | 0.03% | −195−4.8% | Reduced |
| Edgestream Partners, L.P. | 3,876 | $474.3K | 0.02% | +128+3.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 3,879 | $474.6K | 0.38% | −819−17.4% | Reduced |
| Enterprise Financial Services Corp | 3,879 | $474.7K | 0.29% | −672−14.8% | Reduced |
| Cairn Investment Group, Inc. | 3,885 | $475.0K | 0.27% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,884 | $475.2K | 0.01% | −4,849−55.5% | Reduced |
| Savvy Advisors, Inc. | 3,888 | $475.7K | 0.27% | −446−10.3% | Reduced |
| Wealth Management Associates, Inc. | 4,796 | $476.2K | 0.22% | +992+26.1% | Added |
| Alesco Advisors LLC | 3,896 | $476.7K | 0.02% | +633+19.4% | Added |
| Thompson Davis & Co., Inc. | 3,905 | $477.8K | 0.32% | −95−2.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,907 | $478.0K | 0.21% | −5−0.1% | Reduced |
| Callan Family Office, LLC | 3,918 | $479.4K | 0.11% | +595+17.9% | Added |
| BCK Capital Management LP | 3,925 | $480.3K | 0.33% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 3,926 | $480.4K | 0.24% | +334+9.3% | Added |
| CWS Financial Advisors, LLC | 3,927 | $480.6K | 0.20% | −34−0.9% | Reduced |
| Burford Brothers, Inc. | 3,933 | $481.3K | 0.32% | −5,807−59.6% | Reduced |
| Parkside Advisors LLC | 3,934 | $481.4K | 0.12% | +76+2.0% | Added |
| LVZ Advisors, Inc. | 3,936 | $481.6K | 0.07% | −526−11.8% | Reduced |
| Interchange Capital Partners, LLC | 3,950 | $481.6K | 0.32% | −49−1.2% | Reduced |
| First National Bank | 3,937 | $481.7K | 0.36% | −45−1.1% | Reduced |
| Eqis Capital Management, Inc. | 3,952 | $483.6K | 0.04% | −313−7.3% | Reduced |
| Charter Oak Capital Management, LLC | 3,955 | $483.9K | 0.05% | +123+3.2% | Added |
| Thrive Wealth Management, LLC | 3,955 | $484.0K | 0.10% | +1,321+50.2% | Added |
| Nichols & Pratt Advisers LLP | 3,980 | $487.0K | 0.03% | −1,087−21.5% | Reduced |
| Paragon Capital Management Ltd | 3,985 | $487.6K | 0.09% | −410−9.3% | Reduced |
| Cannon Financial Strategists, Inc. | 3,987 | $487.8K | 0.10% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 3,989 | $488.1K | 0.34% | −2,357−37.1% | Reduced |
| Professional Advisory Services Inc | 4,000 | $489.0K | 0.07% | 00.0% | Unchanged |