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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 22,810 | $2.79M | 0.43% | +3,845+20.3% | Added |
| Thompson Investment Management, Inc. | 22,795 | $2.79M | 0.42% | +255+1.1% | Added |
| JCIC Asset Management Inc. | 22,770 | $2.79M | 1.15% | −107−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,760 | $2.78M | 0.44% | +4,132+22.2% | Added |
| TriaGen Wealth Management LLC | 22,720 | $2.78M | 1.15% | +10,529+86.4% | Added |
| Quadrant Capital Group LLC | 22,687 | $2.78M | 0.22% | +872+4.0% | Added |
| Riverpark Capital Management LLC | 22,659 | $2.77M | 3.80% | −691−3.0% | Reduced |
| Searle & Co. | 22,545 | $2.76M | 0.70% | 00.0% | Unchanged |
| Account Management LLC | 22,493 | $2.75M | 2.97% | −3,320−12.9% | Reduced |
| Webster Bank, N. A. | 22,443 | $2.75M | 0.31% | +63+0.3% | Added |
| Mission Creek Capital Partners, Inc. | 22,443 | $2.75M | 0.71% | −2,864−11.3% | Reduced |
| Harbour Investments, Inc. | 22,357 | $2.74M | 0.10% | −1,131−4.8% | Reduced |
| Monarch Capital Management Inc | 22,306 | $2.73M | 0.77% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 22,301 | $2.73M | 0.91% | +588+2.7% | Added |
| Verition Fund Management LLC | 22,118 | $2.71M | 0.03% | −647,062−96.7% | Reduced |
| Geneos Wealth Management Inc. | 22,104 | $2.70M | 0.12% | −1,934−8.0% | Reduced |
| Atomi Financial Group, Inc. | 22,086 | $2.70M | 0.25% | +5,244+31.1% | Added |
| Curbstone Financial Management Corp | 22,010 | $2.69M | 0.58% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 22,007 | $2.69M | 0.51% | +1,660+8.2% | Added |
| Acadian Asset Management LLC | 21,968 | $2.69M | 0.01% | −45,716−67.5% | Reduced |
| Legato Capital Management LLC | 21,945 | $2.69M | 0.32% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 21,929 | $2.68M | 0.23% | −1,070−4.7% | Reduced |
| TBH Global Asset Management, LLC | 21,879 | $2.68M | 0.53% | +1,151+5.6% | Added |
| Weil Company, Inc. | 21,875 | $2.68M | 1.06% | +1,580+7.8% | Added |
| Douglass Winthrop Advisors, LLC | 21,785 | $2.67M | 0.05% | −245−1.1% | Reduced |
| Hendershot Investments Inc. | 21,630 | $2.65M | 0.38% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 21,605 | $2.64M | 0.95% | +726+3.5% | Added |
| Qube Research & Technologies Ltd | 21,593 | $2.64M | 0.00% | −2,060,787−99.0% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 21,591 | $2.64M | 1.77% | +200+0.9% | Added |
| Summit X, LLC | 21,559 | $2.64M | 0.68% | +3,724+20.9% | Added |
| Xcel Wealth Management, LLC | 21,372 | $2.62M | 0.82% | −3,500−14.1% | Reduced |
| Ameritas Investment Partners, Inc. | 21,241 | $2.60M | 0.09% | −488−2.2% | Reduced |
| Harbour Investment Management LLC | 21,214 | $2.60M | 1.22% | −54−0.3% | Reduced |
| Duff & Phelps Investment Management Co | 21,109 | $2.58M | 0.03% | +882+4.4% | Added |
| Trust Asset Management LLC | 21,108 | $2.58M | 0.23% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 21,100 | $2.58M | 0.08% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 21,090 | $2.58M | 4.54% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 21,090 | $2.58M | 0.20% | +717+3.5% | Added |
| Te Ahumairangi Investment Management Ltd | 20,971 | $2.57M | 0.45% | +1,850+9.7% | Added |
| Wealth Alliance | 20,896 | $2.56M | 0.34% | +1,812+9.5% | Added |
| World Equity Group, Inc. | 20,880 | $2.55M | 0.52% | −9,132−30.4% | Reduced |
| Premier Path Wealth Partners, LLC | 20,887 | $2.55M | 0.48% | +434+2.1% | Added |
| Ashton Thomas Private Wealth, LLC | 20,842 | $2.55M | 0.15% | +3,373+19.3% | Added |
| Harbor Advisory Corp | 20,835 | $2.55M | 0.87% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 20,691 | $2.53M | 0.92% | −428−2.0% | Reduced |
| Gs Investments, Inc. | 20,614 | $2.52M | 1.22% | 00.0% | Unchanged |
| Congress Park Capital LLC | 20,607 | $2.52M | 1.12% | −2,125−9.3% | Reduced |
| Spirit of America Management Corp | 20,600 | $2.52M | 0.51% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 20,562 | $2.52M | 0.92% | +981+5.0% | Added |
| Jackson Hole Capital Partners, LLC | 20,535 | $2.51M | 0.58% | +289+1.4% | Added |
| MONECO Advisors, LLC | 20,520 | $2.51M | 0.40% | +149+0.7% | Added |
| Chapman Investment Management, LLC | 20,476 | $2.51M | 1.85% | −3,446−14.4% | Reduced |
| Profund Advisors LLC | 20,446 | $2.50M | 0.10% | −4,464−17.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,417 | $2.50M | 1.07% | −450−2.2% | Reduced |
| Quattro Financial Advisors LLC | 20,330 | $2.49M | 0.71% | +20,240+22,488.9% | Added |
| Van Leeuwen & Company, LLC | 20,295 | $2.48M | 1.26% | +9,060+80.6% | Added |
| IMS Capital Management | 20,260 | $2.48M | 1.15% | +246+1.2% | Added |
| Menlo Advisors LLC | 20,063 | $2.45M | 1.41% | −75−0.4% | Reduced |
| Rehmann Capital Advisory Group | 20,055 | $2.45M | 0.18% | +492+2.5% | Added |
| Summit Financial Group Inc | 20,055 | $2.45M | 0.87% | −175−0.9% | Reduced |
| Advent Capital Management | 20,000 | $2.45M | 0.06% | +20,000 | New |
| Cohen Investment Advisors LLC | 19,993 | $2.45M | 1.59% | +2,771+16.1% | Added |
| NBC Securities, Inc. | 19,925 | $2.44M | 0.23% | −1,912−8.8% | Reduced |
| Cornerstone Wealth Management, LLC | 19,912 | $2.44M | 0.20% | −384−1.9% | Reduced |
| Hilltop Holdings Inc. | 19,907 | $2.44M | 0.27% | +2,061+11.5% | Added |
| Aspiriant, LLC | 19,902 | $2.44M | 0.10% | +508+2.6% | Added |
| Lynx Capital Group Ltd | 19,760 | $2.42M | 1.63% | +858+4.5% | Added |
| Central Pacific Bank - Trust Division | 19,849 | $2.41M | 0.30% | +19,849 | New |
| HCR Wealth Advisors | 19,681 | $2.41M | 0.37% | −3,925−16.6% | Reduced |
| Kornitzer Capital Management Inc | 19,629 | $2.40M | 0.04% | −52−0.3% | Reduced |
| Salem Investment Counselors Inc | 19,593 | $2.40M | 0.08% | −955−4.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 19,512 | $2.39M | 0.13% | −374−1.9% | Reduced |
| Rowland & Co Investment Counsel | 19,459 | $2.38M | 0.50% | −610−3.0% | Reduced |
| Cigna Investments Inc | 19,392 | $2.37M | 0.45% | −83−0.4% | Reduced |
| Old Second National Bank of Aurora | 19,383 | $2.37M | 0.62% | −1,158−5.6% | Reduced |
| Magnus Financial Group LLC | 19,374 | $2.37M | 0.28% | +1,322+7.3% | Added |
| Lake Street Advisors Group, LLC | 19,372 | $2.37M | 0.11% | +595+3.2% | Added |
| Greenline Partners, LLC | 19,315 | $2.36M | 0.38% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 19,289 | $2.36M | 0.34% | +900+4.9% | Added |
| Fosun International Ltd | 19,272 | $2.36M | 0.73% | +2,851+17.4% | Added |
| Csenge Advisory Group | 19,252 | $2.36M | 0.13% | +1,475+8.3% | Added |
| Tudor Investment Corp Et Al | 19,250 | $2.36M | 0.03% | −182,654−90.5% | Reduced |
| LJI Wealth Management, LLC | 19,238 | $2.35M | 0.61% | −531−2.7% | Reduced |
| Byrne Asset Management LLC | 19,213 | $2.35M | 1.63% | +177+0.9% | Added |
| Mount Capital Ltd | 19,200 | $2.35M | 0.99% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 19,060 | $2.33M | 1.22% | +809+4.4% | Added |
| Westmount Partners, LLC | 18,952 | $2.32M | 0.83% | +30.0% | Added |
| Chemistry Wealth Management LLC | 18,930 | $2.32M | 0.62% | −25−0.1% | Reduced |
| Hoertkorn Richard Charles | 18,914 | $2.31M | 0.99% | −1,250−6.2% | Reduced |
| Smithfield Trust Co | 18,947 | $2.31M | 0.12% | −744−3.8% | Reduced |
| Meeder Advisory Services, Inc. | 18,857 | $2.31M | 0.23% | +2,428+14.8% | Added |
| Panagora Asset Management Inc | 18,817 | $2.30M | 0.01% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 18,812 | $2.30M | 1.83% | +951+5.3% | Added |
| Two Sigma Investments, LP | 18,800 | $2.30M | 0.01% | −895,976−97.9% | Reduced |
| Dover Advisors, LLC | 18,768 | $2.30M | 1.57% | +5,887+45.7% | Added |
| Sculati Wealth Management, LLC | 18,715 | $2.29M | 0.99% | +144+0.8% | Added |
| Councilmark Asset Management, LLC | 18,711 | $2.29M | 1.65% | +18,711 | New |
| Selway Asset Management | 18,677 | $2.29M | 0.91% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 18,626 | $2.28M | 1.27% | −489−2.6% | Reduced |
| Avidian Wealth Solutions, LLC | 18,614 | $2.28M | 0.12% | +1,304+7.5% | Added |