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
- +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
- 1,201 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 |
|---|---|---|---|---|---|
| Pictet & Cie (Europe) SA | 32,473 | $3.97M | 0.10% | −9,554−22.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 32,469 | $3.97M | 0.11% | −209−0.6% | Reduced |
| Heritage Trust Co | 32,383 | $3.96M | 0.53% | +421+1.3% | Added |
| Graybill Bartz & Assoc Ltd | 32,383 | $3.96M | 1.67% | −63−0.2% | Reduced |
| Transcend Wealth Collective, LLC | 32,379 | $3.96M | 0.32% | +1,074+3.4% | Added |
| Mendel Money Management | 32,361 | $3.96M | 1.83% | −625−1.9% | Reduced |
| Thematics Asset Management | 32,262 | $3.95M | 0.16% | −690−2.1% | Reduced |
| Q Capital Solutions | 32,150 | $3.93M | 1.71% | +32,150 | New |
| Wellington Shields & Co., LLC | 32,147 | $3.93M | 1.32% | −1,003−3.0% | Reduced |
| Costello Asset Management, INC | 32,112 | $3.93M | 2.81% | −3,671−10.3% | Reduced |
| Arrow Financial Corp | 32,064 | $3.92M | 0.39% | −8,605−21.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 32,045 | $3.92M | 0.71% | +1,257+4.1% | Added |
| NorthRock Partners, LLC | 31,923 | $3.91M | 0.15% | +829+2.7% | Added |
| Shell Asset Management Co | 39,153 | $3.89M | 0.18% | −25,704−39.6% | Reduced |
| Colonial Trust Co | 31,753 | $3.89M | 0.73% | −55−0.2% | Reduced |
| Asset Advisors Investment Management, LLC | 31,689 | $3.88M | 0.43% | −916−2.8% | Reduced |
| International Assets Investment Management, LLC | 31,743 | $3.86M | 0.40% | −5,356−14.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 31,481 | $3.85M | 0.00% | +31,481 | New |
| SevenBridge Financial Group, LLC | 33,798 | $3.84M | 0.87% | −822−2.4% | Reduced |
| Lynch & Associates | 31,322 | $3.83M | 0.89% | −542−1.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 31,307 | $3.83M | 0.40% | +1,728+5.8% | Added |
| Ostrum Asset Management | 31,294 | $3.83M | 0.30% | −4,487−12.5% | Reduced |
| Epoch Investment Partners, Inc. | 31,189 | $3.82M | 0.02% | −3,241−9.4% | Reduced |
| Freestone Capital Holdings, LLC | 31,173 | $3.81M | 0.14% | −476−1.5% | Reduced |
| Kavar Capital Partners Group, LLC | 31,164 | $3.81M | 0.70% | +4,839+18.4% | Added |
| V-Square Quantitative Management LLC | 31,152 | $3.81M | 0.64% | +8,445+37.2% | Added |
| Arlington Partners LLC | 31,133 | $3.81M | 1.94% | +8,482+37.4% | Added |
| DLK Investment Management, LLC | 31,124 | $3.81M | 1.62% | +2,527+8.8% | Added |
| Texas Yale Capital Corp. | 30,908 | $3.78M | 0.17% | −1,945−5.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 30,807 | $3.77M | 0.25% | +15,291+98.5% | Added |
| Assetmark, Inc | 30,753 | $3.76M | 0.01% | +455+1.5% | Added |
| HBW Advisory Services LLC | 41,551 | $3.75M | 0.70% | 00.0% | Unchanged |
| Cullinan Associates Inc | 30,651 | $3.75M | 0.21% | −2,300−7.0% | Reduced |
| Neville Rodie & Shaw Inc | 30,605 | $3.75M | 0.29% | −1,213−3.8% | Reduced |
| Sofos Investments, Inc. | 35,087 | $3.74M | 0.50% | +17,859+103.7% | Added |
| Walter & Keenan Financial Consulting Co | 30,479 | $3.73M | 1.22% | +700+2.4% | Added |
| Amica Mutual Insurance Co | 30,387 | $3.72M | 0.38% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 30,332 | $3.71M | 0.99% | +728+2.5% | Added |
| Buckingham Strategic Partners | 30,315 | $3.71M | 0.11% | +18,507+156.7% | Added |
| Centaurus Financial, Inc. | 30,250 | $3.70M | 0.26% | −3,202−9.6% | Reduced |
| WCG Wealth Advisors LLC | 30,240 | $3.70M | 0.31% | −9,685−24.3% | Reduced |
| Condor Capital Management | 30,224 | $3.70M | 0.36% | +6,050+25.0% | Added |
| Canal Insurance CO | 30,000 | $3.67M | 0.95% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 30,000 | $3.67M | 2.00% | 00.0% | Unchanged |
| Maytus Capital Management, LLC | 30,000 | $3.67M | 1.56% | +30,000 | New |
| Krilogy Financial LLC | 29,885 | $3.66M | 0.28% | −11,431−27.7% | Reduced |
| Highlander Capital Management, LLC | 29,858 | $3.65M | 1.25% | +215+0.7% | Added |
| Radnor Capital Management, LLC | 29,854 | $3.65M | 0.62% | −1,243−4.0% | Reduced |
| Sterneck Capital Management, LLC | 29,845 | $3.65M | 2.18% | +247+0.8% | Added |
| Cullen Capital Management LLC | 29,752 | $3.64M | 0.04% | +625+2.1% | Added |
| Roundview Capital LLC | 29,689 | $3.63M | 0.30% | −2,347−7.3% | Reduced |
| Field & Main Bank | 29,688 | $3.63M | 1.41% | −112−0.4% | Reduced |
| TCG Advisory Services, LLC | 29,668 | $3.63M | 0.20% | +5,901+24.8% | Added |
| Beaumont Financial Advisors, LLC | 29,644 | $3.63M | 0.30% | −1,285−4.2% | Reduced |
| Consolidated Capital Management, LLC | 29,629 | $3.63M | 1.74% | −568−1.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 29,617 | $3.62M | 1.68% | +10,629+56.0% | Added |
| Vickerman Investment Advisors, Inc. | 29,611 | $3.62M | 1.17% | +181+0.6% | Added |
| Investment Management Corp of Ontario | 29,609 | $3.62M | 0.11% | −13,100−30.7% | Reduced |
| Wealthcare Advisory Partners LLC | 29,472 | $3.61M | 0.12% | +929+3.3% | Added |
| Lockheed Martin Investment Management Co | 33,090 | $3.61M | 0.26% | −2,310−6.5% | Reduced |
| White Pine Investment CO | 29,443 | $3.60M | 1.06% | −595−2.0% | Reduced |
| AustralianSuper Pty Ltd | 29,646 | $3.60M | 0.02% | 00.0% | Unchanged |
| Capital International Inc | 29,386 | $3.60M | 0.05% | +29,386 | New |
| HM Payson & Co | 29,339 | $3.59M | 0.07% | −1,771−5.7% | Reduced |
| Zuckerman Investment Group, LLC | 29,300 | $3.59M | 0.41% | +6,068+26.1% | Added |
| Coldstream Capital Management Inc | 29,097 | $3.56M | 0.09% | +641+2.3% | Added |
| Glassy Mountain Advisors, Inc. | 28,992 | $3.55M | 1.34% | +1,441+5.2% | Added |
| Robbins Farley LLC | 28,952 | $3.54M | 1.95% | +28,938+206,700.0% | Added |
| NVWM, LLC | 28,891 | $3.54M | 0.97% | +278+1.0% | Added |
| Northstar Group, Inc. | 28,891 | $3.54M | 0.69% | −688−2.3% | Reduced |
| Greenland Capital Management LP | 28,884 | $3.53M | 0.58% | +21,367+284.2% | Added |
| Legacy Advisors, LLC | 28,817 | $3.53M | 0.45% | −6,258−17.8% | Reduced |
| Key Financial Inc | 28,779 | $3.52M | 0.90% | −4,699−14.0% | Reduced |
| Stonebridge Capital Management Inc | 28,758 | $3.52M | 1.57% | +275+1.0% | Added |
| Diversified Trust Co | 28,478 | $3.48M | 0.11% | −528−1.8% | Reduced |
| Meridian Wealth Management, LLC | 28,473 | $3.48M | 0.58% | −8,622−23.2% | Reduced |
| Hills Bank & Trust Co | 28,391 | $3.47M | 0.29% | +34+0.1% | Added |
| Northwest Investment Counselors, LLC | 28,219 | $3.45M | 0.84% | −384−1.3% | Reduced |
| SageView Advisory Group, LLC | 28,172 | $3.45M | 0.20% | −2,300−7.5% | Reduced |
| New Hampshire Trust | 28,166 | $3.45M | 0.81% | +1,840+7.0% | Added |
| Capital Asset Advisory Services LLC | 29,097 | $3.44M | 0.20% | +1,073+3.8% | Added |
| Addison Capital Co | 28,038 | $3.43M | 1.70% | +1,248+4.7% | Added |
| CoreCap Advisors, LLC | 28,035 | $3.43M | 0.18% | +3,939+16.3% | Added |
| Level Four Advisory Services, LLC | 37,923 | $3.42M | 0.19% | +233+0.6% | Added |
| Paradigm Financial Partners, LLC | 27,971 | $3.42M | 0.74% | +11,196+66.7% | Added |
| Legacy Trust | 27,938 | $3.42M | 0.85% | +350+1.3% | Added |
| Guardian Capital LP | 27,856 | $3.41M | 0.12% | −100−0.4% | Reduced |
| Guardian Capital Advisors LP | 30,150 | $3.41M | 0.37% | +650+2.2% | Added |
| Gladstone Institutional Advisory LLC | 27,814 | $3.40M | 0.19% | −3,084−10.0% | Reduced |
| Cantor Fitzgerald, L. P. | 27,787 | $3.40M | 0.81% | −737−2.6% | Reduced |
| Principle Wealth Partners LLC | 27,761 | $3.40M | 0.27% | +1,868+7.2% | Added |
| Privium Fund Management (UK) Ltd | 27,581 | $3.39M | 1.68% | −14,795−34.9% | Reduced |
| MainStreet Investment Advisors LLC | 27,684 | $3.39M | 0.41% | −2,641−8.7% | Reduced |
| Bridgewater Advisors Inc. | 27,682 | $3.39M | 0.51% | −52−0.2% | Reduced |
| Culbertson A N & Co Inc | 27,679 | $3.39M | 0.58% | −1,852−6.3% | Reduced |
| SOL Capital Management CO | 27,517 | $3.37M | 0.42% | +1,425+5.5% | Added |
| First National Trust Co | 27,482 | $3.36M | 0.14% | −5,555−16.8% | Reduced |
| Quotient Wealth Partners, LLC | 27,468 | $3.36M | 0.12% | −14,108−33.9% | Reduced |
| Steel Peak Wealth Management LLC | 27,309 | $3.34M | 0.17% | −2,394−8.1% | Reduced |
| Flagship Harbor Advisors, LLC | 27,216 | $3.33M | 0.21% | −468−1.7% | Reduced |