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 |
|---|---|---|---|---|---|
| Asio Capital, LLC | 27,097 | $3.32M | 0.70% | +5,198+23.7% | Added |
| Alpine Woods Capital Investors, LLC | 29,670 | $3.30M | 0.65% | −8,515−22.3% | Reduced |
| Proequities, Inc. | 26,829 | $3.28M | 0.21% | +468+1.8% | Added |
| Bull Street Advisors, LLC | 26,620 | $3.26M | 1.56% | −25−0.1% | Reduced |
| Sky Investment Group LLC | 26,596 | $3.25M | 0.63% | +5,248+24.6% | Added |
| Resonant Capital Advisors, LLC | 26,461 | $3.24M | 0.28% | +4,238+19.1% | Added |
| Essex LLC | 26,450 | $3.24M | 0.75% | −780−2.9% | Reduced |
| Abbrea Capital, LLC | 26,430 | $3.23M | 0.43% | −2,130−7.5% | Reduced |
| Buttonwood Financial Advisors Inc. | 26,396 | $3.23M | 1.52% | +2,394+10.0% | Added |
| Pine Valley Investments Ltd Liability Co | 26,377 | $3.23M | 0.25% | −2,444−8.5% | Reduced |
| Moneta Group Investment Advisors LLC | 26,336 | $3.22M | 0.05% | +5,577+26.9% | Added |
| Mogy Joel R Investment Counsel Inc | 26,300 | $3.22M | 0.22% | −30.0% | Reduced |
| Brighton Jones LLC | 26,298 | $3.22M | 0.12% | +145+0.6% | Added |
| CWA Asset Management Group, LLC | 26,182 | $3.20M | 0.19% | +1,520+6.2% | Added |
| Laurel Wealth Advisors LLC | 26,116 | $3.20M | 0.55% | +81+0.3% | Added |
| Patten & Patten Inc | 26,025 | $3.18M | 0.23% | +1,321+5.3% | Added |
| Baker Ellis Asset Management LLC | 26,024 | $3.18M | 0.47% | −86−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 27,242 | $3.18M | 0.13% | +636+2.4% | Added |
| Advisors Asset Management, Inc. | 25,987 | $3.18M | 0.06% | +6,118+30.8% | Added |
| Knuff & Co LLC | 25,957 | $3.18M | 1.07% | +2,100+8.8% | Added |
| Thompson Siegel & Walmsley LLC | 25,945 | $3.17M | 0.05% | −887−3.3% | Reduced |
| Merit Financial Group, LLC | 27,870 | $3.17M | 0.08% | +7,815+39.0% | Added |
| Citizens Financial Group Inc | 25,838 | $3.16M | 0.11% | −2,576−9.1% | Reduced |
| Sanders Morris Harris LLC | 25,673 | $3.14M | 0.59% | +11,570+82.0% | Added |
| Ascent Group, LLC | 25,672 | $3.14M | 0.28% | +1,451+6.0% | Added |
| M. Kulyk & Associates, LLC | 25,640 | $3.14M | 0.73% | +682+2.7% | Added |
| IFP Advisors, Inc | 25,576 | $3.13M | 0.14% | −3,086−10.8% | Reduced |
| Pettee Investors, Inc. | 25,493 | $3.12M | 1.32% | −900−3.4% | Reduced |
| Autumn Glory Partners, LLC | 25,482 | $3.12M | 1.53% | −5,882−18.8% | Reduced |
| Benin Management CORP | 25,459 | $3.12M | 0.99% | −68−0.3% | Reduced |
| Portside Wealth Group, LLC | 25,445 | $3.11M | 0.58% | +746+3.0% | Added |
| Legacy Wealth Management, LLC | 25,440 | $3.11M | 1.40% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 25,256 | $3.09M | 0.12% | −25,953−50.7% | Reduced |
| Parsons Capital Management Inc | 25,235 | $3.09M | 0.21% | −233−0.9% | Reduced |
| Kingfisher Capital LLC | 25,227 | $3.09M | 0.74% | +420+1.7% | Added |
| Palumbo Wealth Management LLC | 25,205 | $3.08M | 1.38% | +13,379+113.1% | Added |
| Citadel Investment Advisory, Inc. | 25,185 | $3.08M | 1.74% | −30−0.1% | Reduced |
| Cambridge Trust Co | 25,148 | $3.08M | 0.12% | −1,900−7.0% | Reduced |
| Longfellow Investment Management Co LLC | 25,080 | $3.07M | 0.69% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 25,075 | $3.07M | 0.40% | +320+1.3% | Added |
| EULAV Asset Management | 25,017 | $3.06M | 0.08% | +17+0.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $3.06M | 1.55% | +9,000+56.3% | Added |
| RBF Capital, LLC | 25,000 | $3.06M | 0.17% | +25,000 | New |
| Shellback Capital, LP | 25,000 | $3.06M | 0.21% | +25,000 | New |
| Manhattan West Asset Management, LLC | 24,978 | $3.06M | 0.73% | +4,917+24.5% | Added |
| Joel Isaacson & Co., LLC | 24,975 | $3.06M | 0.17% | −618−2.4% | Reduced |
| Graypoint LLC | 24,960 | $3.05M | 0.22% | −934−3.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 25,250 | $3.05M | 0.19% | +30.0% | Added |
| Shayne & Co., LLC | 24,902 | $3.05M | 0.83% | −453−1.8% | Reduced |
| MUFG Securities EMEA plc | 24,816 | $3.04M | 0.28% | −224,043−90.0% | Reduced |
| Intellectus Partners, LLC | 24,804 | $3.03M | 0.80% | +930+3.9% | Added |
| Verus Capital Partners, LLC | 24,789 | $3.03M | 0.34% | +449+1.8% | Added |
| Alliance Wealth Advisors, LLC | 24,743 | $3.03M | 1.91% | −481−1.9% | Reduced |
| Warren Averett Asset Management, LLC | 24,680 | $3.02M | 0.07% | +8,366+51.3% | Added |
| First Horizon Advisors, Inc. | 24,544 | $3.00M | 0.09% | +620+2.6% | Added |
| Tower Bridge Advisors | 24,511 | $3.00M | 0.31% | −21,963−47.3% | Reduced |
| Morton Community Bank | 24,510 | $3.00M | 0.86% | +2,403+10.9% | Added |
| Mission Wealth Management, LP | 24,479 | $3.00M | 0.08% | +5,152+26.7% | Added |
| RiverPark Advisors, LLC | 24,391 | $2.98M | 2.45% | −3,909−13.8% | Reduced |
| Petredis Investment Advisors LLC | 24,385 | $2.98M | 0.36% | +492+2.1% | Added |
| David R. Rahn & Associates Inc. | 24,374 | $2.98M | 1.22% | −110−0.4% | Reduced |
| Fruth Investment Management | 24,348 | $2.98M | 0.76% | −388−1.6% | Reduced |
| Ballentine Partners, LLC | 24,283 | $2.97M | 0.06% | +230+1.0% | Added |
| Wealthspire Advisors, LLC | 24,231 | $2.96M | 0.04% | +20.0% | Added |
| Birch Hill Investment Advisors LLC | 24,226 | $2.96M | 0.14% | −209−0.9% | Reduced |
| Studio Investment Management LLC | 24,205 | $2.96M | 0.70% | −1,075−4.3% | Reduced |
| Bill Few Associates, Inc. | 24,148 | $2.95M | 1.20% | +1,467+6.5% | Added |
| Northstar Asset Management LLC | 24,143 | $2.95M | 0.73% | −1,095−4.3% | Reduced |
| Ritholtz Wealth Management | 24,109 | $2.95M | 0.10% | +754+3.2% | Added |
| Berkshire Bank | 24,095 | $2.95M | 0.73% | −1,181−4.7% | Reduced |
| Beaton Management Co. Inc. | 24,052 | $2.94M | 1.60% | −286−1.2% | Reduced |
| Community Bank, N.A. | 24,011 | $2.94M | 0.39% | −104−0.4% | Reduced |
| Sumitomo Life Insurance Co | 24,008 | $2.94M | 0.08% | −914−3.7% | Reduced |
| Cito Capital Group, LLC | 23,990 | $2.94M | 1.20% | −1,700−6.6% | Reduced |
| Windsor Advisory Group, LLC | 23,949 | $2.93M | 8.26% | −369−1.5% | Reduced |
| Caxton Associates LP | 23,888 | $2.92M | 0.20% | −276,112−92.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 23,851 | $2.92M | 0.29% | −2,096−8.1% | Reduced |
| Ingalls & Snyder LLC | 23,631 | $2.89M | 0.13% | −231−1.0% | Reduced |
| Paloma Partners Management Co | 23,544 | $2.88M | 0.42% | +11,313+92.5% | Added |
| Vista Investment Management | 23,535 | $2.88M | 1.17% | +9,794+71.3% | Added |
| Forum Financial Management, LP | 23,449 | $2.87M | 0.05% | +5,831+33.1% | Added |
| Plimoth Trust Co LLC | 23,412 | $2.86M | 0.76% | −676−2.8% | Reduced |
| Westhampton Capital, LLC | 23,404 | $2.86M | 1.56% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 23,403 | $2.86M | 0.72% | −50.0% | Reduced |
| WBH Advisory Inc | 23,388 | $2.86M | 0.29% | −320−1.3% | Reduced |
| Smith, Moore & Co. | 23,382 | $2.86M | 0.30% | +1,140+5.1% | Added |
| Iowa State Bank | 23,376 | $2.86M | 0.63% | +730+3.2% | Added |
| Financial Advisory Service, Inc. | 23,162 | $2.83M | 0.25% | +434+1.9% | Added |
| Cary Street Partners Asset Management LLC | 23,141 | $2.83M | 0.44% | +34+0.1% | Added |
| Foundations Investment Advisors, LLC | 23,122 | $2.83M | 0.07% | +849+3.8% | Added |
| Mengis Capital Management, Inc. | 23,110 | $2.83M | 0.44% | −932−3.9% | Reduced |
| Iat Reinsurance Co Ltd. | 23,070 | $2.82M | 1.25% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 23,049 | $2.82M | 1.19% | +19,747+598.0% | Added |
| Worm Capital, LLC | 23,027 | $2.82M | 3.85% | −8,007−25.8% | Reduced |
| JSF Financial, LLC | 23,021 | $2.82M | 0.88% | +675+3.0% | Added |
| Herbst Group, LLC | 22,958 | $2.81M | 1.74% | −1,950−7.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 22,942 | $2.81M | 1.20% | +19,535+573.4% | Added |
| Cutler Group LP | 22,887 | $2.80M | 1.41% | −53,395−70.0% | Reduced |
| Altfest L J & Co Inc | 22,858 | $2.80M | 0.41% | +112+0.5% | Added |
| Jump Financial, LLC | 22,821 | $2.79M | 0.08% | −46,244−67.0% | Reduced |