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 |
|---|---|---|---|---|---|
| Mandatum Life Insurance Co Ltd | 40,118 | $4.91M | 1.64% | −23−0.1% | Reduced |
| Boston Private Wealth LLC | 40,075 | $4.90M | 0.11% | +222+0.6% | Added |
| Cornerstone Wealth Group, LLC | 40,023 | $4.90M | 0.45% | +2,898+7.8% | Added |
| Yarbrough Capital, LLC | 40,000 | $4.89M | 0.21% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 39,945 | $4.89M | 1.47% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 39,611 | $4.85M | 0.08% | −1,675−4.1% | Reduced |
| Bristlecone Advisors, LLC | 39,555 | $4.84M | 0.43% | +667+1.7% | Added |
| Leonteq Securities AG | 39,542 | $4.84M | 0.65% | −107,149−73.0% | Reduced |
| Adviser Investments LLC | 39,463 | $4.83M | 0.06% | −2,845−6.7% | Reduced |
| Schwerin Boyle Capital Management Inc | 39,200 | $4.80M | 0.48% | −950−2.4% | Reduced |
| Itau Unibanco Holding S.A. | 39,027 | $4.78M | 0.20% | +31,326+406.8% | Added |
| First Nebraska Trust Co | 38,939 | $4.76M | 0.49% | −799−2.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 38,700 | $4.74M | 0.60% | 00.0% | Unchanged |
| Middleton & Co Inc | 38,564 | $4.72M | 0.54% | −130−0.3% | Reduced |
| SlateStone Wealth, LLC | 38,338 | $4.69M | 0.47% | −4,262−10.0% | Reduced |
| Fragasso Group Inc. | 38,252 | $4.68M | 0.40% | −185−0.5% | Reduced |
| Nilsine Partners, LLC | 38,210 | $4.68M | 0.64% | +5,666+17.4% | Added |
| Townsend Asset Management Corp | 38,177 | $4.67M | 1.86% | +194+0.5% | Added |
| Polar Asset Management Partners Inc. | 38,000 | $4.65M | 0.12% | +38,000 | New |
| Benjamin F. Edwards & Company, Inc. | 37,969 | $4.65M | 0.08% | −2,571−6.3% | Reduced |
| Horizon Investments, LLC | 37,825 | $4.63M | 0.12% | +3,462+10.1% | Added |
| J.W. Cole Advisors, Inc. | 37,562 | $4.60M | 0.23% | −94−0.2% | Reduced |
| Contrarius Investment Management Ltd | 37,503 | $4.59M | 0.27% | +37,503 | New |
| Gilman Hill Asset Management, LLC | 37,432 | $4.58M | 0.82% | −1,148−3.0% | Reduced |
| Jag Capital Management, LLC | 37,395 | $4.58M | 0.65% | +8,033+27.4% | Added |
| Leibman Financial Services, Inc. | 37,364 | $4.57M | 3.52% | −812−2.1% | Reduced |
| Lafayette Investments, Inc. | 37,023 | $4.53M | 1.02% | −940−2.5% | Reduced |
| Hyman Charles D | 37,015 | $4.53M | 0.25% | −226−0.6% | Reduced |
| Ravenstone Capital Management Inc. | 36,920 | $4.52M | 3.01% | +850+2.4% | Added |
| Ami Investment Management Inc | 36,837 | $4.51M | 1.64% | +202+0.6% | Added |
| Rossmore Private Capital | 36,753 | $4.50M | 0.59% | −325−0.9% | Reduced |
| Rodgers Brothers Inc. | 36,735 | $4.49M | 0.61% | −19,797−35.0% | Reduced |
| Citizens National Bank Trust Department | 36,639 | $4.48M | 1.04% | −349−0.9% | Reduced |
| Lynch Asset Management, Inc. | 36,625 | $4.48M | 2.11% | +3,950+12.1% | Added |
| Citizens Business Bank | 36,575 | $4.48M | 0.93% | −1,426−3.8% | Reduced |
| Trajan Wealth LLC | 36,542 | $4.47M | 0.30% | +36,542 | New |
| Kennon-Green & Company, LLC | 36,527 | $4.47M | 4.17% | −93−0.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 36,437 | $4.46M | 0.75% | −756−2.0% | Reduced |
| Gifford Fong Associates | 36,407 | $4.46M | 1.23% | −23,632−39.4% | Reduced |
| Diligent Investors, LLC | 36,369 | $4.45M | 1.12% | −1,450−3.8% | Reduced |
| First Western Trust Bank | 36,351 | $4.45M | 0.20% | −3,349−8.4% | Reduced |
| First Citizens Bank & Trust Co | 36,273 | $4.44M | 0.09% | +11,386+45.8% | Added |
| Connable Office Inc | 36,228 | $4.43M | 0.50% | −1,271−3.4% | Reduced |
| Dorchester Wealth Management Co | 36,218 | $4.43M | 0.80% | +661+1.9% | Added |
| Granite Investment Partners, LLC | 36,194 | $4.43M | 0.17% | +5,315+17.2% | Added |
| Private Wealth Partners, LLC | 36,103 | $4.42M | 0.35% | −470−1.3% | Reduced |
| Terry L. Blaker | 36,073 | $4.41M | 0.33% | +2,668+8.0% | Added |
| Savoie Capital LLC | 35,997 | $4.40M | 0.63% | +8,400+30.4% | Added |
| Diversified Investment Strategies, LLC | 35,956 | $4.40M | 2.96% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 35,825 | $4.38M | 1.44% | −130.0% | Reduced |
| Essex Investment Management Co LLC | 35,826 | $4.38M | 0.87% | −4,449−11.0% | Reduced |
| Lincluden Management Ltd | 35,737 | $4.37M | 0.52% | −367−1.0% | Reduced |
| Rothschild Investment LLC | 35,244 | $4.31M | 0.31% | −1,535−4.2% | Reduced |
| Eagle Global Advisors LLC | 35,063 | $4.29M | 0.24% | −985−2.7% | Reduced |
| Tairen Capital Ltd | 35,000 | $4.28M | 0.26% | −628,900−94.7% | Reduced |
| Waycross Partners, LLC | 35,000 | $4.28M | 0.74% | +10,000+40.0% | Added |
| Asset Dedication, LLC | 34,968 | $4.28M | 0.32% | +637+1.9% | Added |
| M. Kraus & Co | 34,918 | $4.27M | 1.30% | +9,174+35.6% | Added |
| Central Trust Co | 34,913 | $4.27M | 0.11% | −4,240−10.8% | Reduced |
| Allen Investment Management LLC | 34,849 | $4.26M | 0.05% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 41,699 | $4.26M | 1.18% | +150.0% | Added |
| Goelzer Investment Management, Inc. | 34,501 | $4.22M | 0.24% | −2,205−6.0% | Reduced |
| Cypress Capital Group | 34,443 | $4.21M | 0.50% | +815+2.4% | Added |
| Regatta Capital Group, LLC | 34,414 | $4.21M | 0.95% | +921+2.7% | Added |
| Vestcor Inc | 34,118 | $4.17M | 0.14% | −4,356−11.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 34,010 | $4.16M | 0.33% | +2,141+6.7% | Added |
| Independent Financial Group, LLC | 33,988 | $4.16M | 0.19% | −6,124−15.3% | Reduced |
| Jacobi Capital Management LLC | 33,945 | $4.15M | 0.38% | +2,278+7.2% | Added |
| Roberts Wealth Advisors, LLC | 36,674 | $4.14M | 1.55% | +1,906+5.5% | Added |
| Whalerock Point Partners, LLC | 33,823 | $4.14M | 1.13% | +1,740+5.4% | Added |
| Perkins Coie Trust Co | 33,800 | $4.14M | 0.97% | −486−1.4% | Reduced |
| Bard Financial Services, Inc. | 33,795 | $4.14M | 0.44% | −7,730−18.6% | Reduced |
| Keene & Associates, Inc. | 33,795 | $4.14M | 3.09% | +3,223+10.5% | Added |
| Cullen Investment Group, Ltd. | 33,668 | $4.14M | 0.65% | −527−1.5% | Reduced |
| WSFS Capital Management, LLC | 33,753 | $4.13M | 0.23% | +1,401+4.3% | Added |
| Clarity Capital Partners LLC | 33,723 | $4.13M | 2.71% | −64−0.2% | Reduced |
| YHB Investment Advisors, Inc. | 33,661 | $4.12M | 0.37% | −2,684−7.4% | Reduced |
| Miracle Mile Advisors, LLC | 33,598 | $4.11M | 0.10% | +663+2.0% | Added |
| Focused Wealth Management, Inc | 33,585 | $4.11M | 0.64% | −2,064−5.8% | Reduced |
| RB Capital Management, LLC | 33,533 | $4.10M | 1.10% | −524−1.5% | Reduced |
| William Allan, LLC | 33,506 | $4.10M | 2.72% | −438−1.3% | Reduced |
| Arkadios Wealth Advisors | 33,482 | $4.10M | 0.32% | −3,956−10.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 33,479 | $4.10M | 0.29% | +20,069+149.7% | Added |
| Arlington Financial Advisors, LLC | 33,462 | $4.09M | 0.90% | +27,453+456.9% | Added |
| Bayesian Capital Management, LP | 33,387 | $4.09M | 0.39% | +1,600+5.0% | Added |
| Bender Robert & Associates | 33,338 | $4.08M | 0.96% | −40−0.1% | Reduced |
| Robinson Value Management, Ltd. | 33,256 | $4.07M | 2.73% | −5,241−13.6% | Reduced |
| Twin Capital Management Inc | 33,242 | $4.07M | 0.50% | +33,242 | New |
| Kirr Marbach & Co LLC | 33,190 | $4.06M | 0.98% | −149−0.4% | Reduced |
| Kames Capital plc | 33,147 | $4.05M | 0.06% | −5,070−13.3% | Reduced |
| German American Bancorp, Inc. | 33,105 | $4.05M | 0.49% | +7,193+27.8% | Added |
| Columbia Asset Management | 44,842 | $4.05M | 0.83% | −75−0.2% | Reduced |
| Pegasus Asset Management, Inc. | 32,916 | $4.03M | 1.56% | +892+2.8% | Added |
| Aviance Capital Partners, LLC | 32,778 | $4.01M | 0.60% | +4,684+16.7% | Added |
| Boyar Asset Management Inc. | 32,729 | $4.00M | 2.61% | +2,379+7.8% | Added |
| Farther Finance Advisors, LLC | 32,901 | $4.00M | 0.24% | +2,202+7.2% | Added |
| Canandaigua National Bank & Trust Co | 32,646 | $3.99M | 0.59% | −556−1.7% | Reduced |
| Summit Place Financial Advisors, LLC | 32,624 | $3.99M | 2.34% | −539−1.6% | Reduced |
| Brown Miller Wealth Management, LLC | 32,602 | $3.99M | 1.76% | +7,072+27.7% | Added |
| Resources Management Corp | 32,561 | $3.98M | 0.58% | −4,187−11.4% | Reduced |