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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 18,600 | $2.28M | 0.04% | −67,361−78.4% | Reduced |
| Absher Wealth Management, LLC | 18,512 | $2.27M | 0.31% | +110+0.6% | Added |
| Tevis Investment Management | 18,468 | $2.26M | 1.92% | +253+1.4% | Added |
| Sterling Investment Counsel, LLC | 18,453 | $2.26M | 1.04% | +2,188+13.5% | Added |
| St. Louis Financial Planners Asset Management, LLC | 18,892 | $2.25M | 2.02% | −636−3.3% | Reduced |
| M Holdings Securities, Inc. | 18,362 | $2.25M | 0.38% | −1,164−6.0% | Reduced |
| Ellsworth Advisors, LLC | 19,673 | $2.24M | 0.64% | +1,207+6.5% | Added |
| Continuum Advisory, LLC | 21,132 | $2.24M | 0.33% | −2,125−9.1% | Reduced |
| Three Bridge Wealth Advisors, LLC | 18,271 | $2.24M | 0.88% | +9,025+97.6% | Added |
| GM Advisory Group, Inc. | 18,261 | $2.23M | 0.16% | +46+0.3% | Added |
| Auxano Advisors, LLC | 18,229 | $2.23M | 0.65% | +811+4.7% | Added |
| PFC Capital Group, Inc. | 18,225 | $2.23M | 1.20% | −3,130−14.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 18,208 | $2.23M | 0.62% | −90.0% | Reduced |
| Winch Advisory Services, LLC | 18,174 | $2.22M | 0.68% | +31+0.2% | Added |
| Stratos Wealth Advisors, LLC | 18,121 | $2.22M | 0.13% | +108+0.6% | Added |
| Stone Point Wealth LLC | 18,076 | $2.21M | 0.77% | −508−2.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,040 | $2.21M | 0.63% | −150−0.8% | Reduced |
| Montecito Bank & Trust | 17,989 | $2.20M | 0.44% | +1,925+12.0% | Added |
| McDonald Partners LLC | 17,975 | $2.20M | 0.60% | +88+0.5% | Added |
| Bridges Investment Management Inc | 17,931 | $2.19M | 0.07% | −400−2.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 17,913 | $2.19M | 0.20% | +4,864+37.3% | Added |
| NTV Asset Management LLC | 17,843 | $2.18M | 0.33% | +1,041+6.2% | Added |
| Lindbrook Capital, LLC | 17,776 | $2.18M | 0.20% | +493+2.9% | Added |
| Regal Investment Advisors LLC | 17,773 | $2.17M | 0.15% | −240−1.3% | Reduced |
| Summit Trail Advisors, LLC | 17,703 | $2.17M | 0.06% | +2,869+19.3% | Added |
| Umpqua Bank | 17,695 | $2.17M | 0.89% | +17,695 | New |
| Invst, LLC | 17,801 | $2.16M | 0.26% | +2,877+19.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 17,659 | $2.16M | 0.52% | +1,985+12.7% | Added |
| Boston Financial Mangement LLC | 17,652 | $2.16M | 0.07% | −421−2.3% | Reduced |
| Horizon Wealth Management, LLC | 17,641 | $2.16M | 0.56% | −6,774−27.7% | Reduced |
| Atlantic Trust, LLC | 17,618 | $2.16M | 0.56% | −123−0.7% | Reduced |
| Capital Investment Advisory Services, LLC | 17,578 | $2.15M | 0.23% | −27−0.2% | Reduced |
| Belpointe Asset Management LLC | 17,558 | $2.15M | 0.16% | −431−2.4% | Reduced |
| L.M. Kohn & Company | 17,539 | $2.15M | 0.60% | −156−0.9% | Reduced |
| American National Bank | 17,532 | $2.15M | 0.28% | +6,261+55.5% | Added |
| Udine Wealth Management, Inc. | 17,526 | $2.14M | 1.50% | +228+1.3% | Added |
| Chicago Trust Co NA | 17,515 | $2.14M | 0.44% | +3,362+23.8% | Added |
| North Star Investment Management Corp. | 17,485 | $2.14M | 0.15% | +411+2.4% | Added |
| Independence Bank of Kentucky | 17,472 | $2.14M | 0.64% | +1,083+6.6% | Added |
| Insight Inv LLC | 17,471 | $2.14M | 1.86% | +1,150+7.0% | Added |
| Barometer Capital Management Inc. | 19,200 | $2.13M | 0.55% | +19,200 | New |
| Checchi Capital Advisers, LLC | 17,430 | $2.13M | 0.17% | −157−0.9% | Reduced |
| WT Wealth Management | 17,408 | $2.13M | 0.76% | −1,012−5.5% | Reduced |
| SOA Wealth Advisors, LLC. | 17,387 | $2.13M | 0.44% | −158−0.9% | Reduced |
| Mirabaud & Cie SA | 17,385 | $2.13M | 0.75% | +200+1.2% | Added |
| CRA Financial Services, LLC | 17,335 | $2.12M | 0.46% | −311−1.8% | Reduced |
| Morse Asset Management, Inc | 17,326 | $2.12M | 0.54% | +199+1.2% | Added |
| Ferguson Wellman Capital Management, Inc | 17,278 | $2.11M | 0.04% | +154+0.9% | Added |
| Roberts Glore & Co Inc | 17,161 | $2.10M | 0.63% | −306−1.8% | Reduced |
| Adell Harriman & Carpenter Inc | 17,115 | $2.09M | 0.17% | −201−1.2% | Reduced |
| Beach Investment Counsel Inc | 23,186 | $2.09M | 0.26% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 17,093 | $2.09M | 0.29% | +2,679+18.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 17,077 | $2.09M | 0.52% | −630−3.6% | Reduced |
| 180 Wealth Advisors, LLC | 17,049 | $2.09M | 0.37% | +1,241+7.9% | Added |
| Bramshill Investments, LLC | 17,038 | $2.08M | 0.25% | −4,500−20.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $2.08M | 0.65% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 16,955 | $2.07M | 0.60% | −4,177−19.8% | Reduced |
| Proficio Capital Partners LLC | 16,940 | $2.07M | 0.23% | −689−3.9% | Reduced |
| RS Crum Inc. | 16,935 | $2.07M | 0.57% | +120+0.7% | Added |
| Koshinski Asset Management, Inc. | 16,920 | $2.07M | 0.21% | +3,615+27.2% | Added |
| First Business Financial Services, Inc. | 16,886 | $2.07M | 0.22% | +1,416+9.2% | Added |
| Boltwood Capital Management | 16,807 | $2.06M | 0.64% | −180−1.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 16,700 | $2.04M | 0.59% | +4,516+37.1% | Added |
| Wynn Capital, LLC | 16,695 | $2.04M | 1.58% | −356−2.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 16,678 | $2.04M | 0.04% | +2,642+18.8% | Added |
| Moloney Securities Asset Management, LLC | 16,677 | $2.04M | 0.31% | +2,161+14.9% | Added |
| BOK Financial Private Wealth, Inc. | 16,671 | $2.04M | 0.15% | −1,519−8.4% | Reduced |
| Cladis Investment Advisory, LLC | 16,664 | $2.04M | 1.50% | −7,885−32.1% | Reduced |
| Essex Financial Services, Inc. | 16,642 | $2.04M | 0.19% | +1,920+13.0% | Added |
| Stablepoint Partners, LLC | 16,641 | $2.04M | 0.41% | +3,739+29.0% | Added |
| Westpac Banking Corp | 16,626 | $2.03M | 0.15% | −821−4.7% | Reduced |
| Broadwater Capital Management LLC | 16,617 | $2.03M | 1.56% | −300−1.8% | Reduced |
| Achmea Investment Management B.V. | 16,600 | $2.03M | 0.04% | −4,569−21.6% | Reduced |
| Drexel Morgan & Co. | 16,586 | $2.03M | 0.42% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 16,549 | $2.02M | 0.69% | −76−0.5% | Reduced |
| Embree Financial Group | 16,494 | $2.02M | 0.40% | −1,576−8.7% | Reduced |
| BBR Partners, LLC | 16,489 | $2.02M | 0.16% | +4,276+35.0% | Added |
| Oak Harbor Wealth Partners, LLC | 16,471 | $2.02M | 0.63% | −837−4.8% | Reduced |
| Hudson Value Partners, LLC | 16,439 | $2.01M | 0.85% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 16,434 | $2.01M | 0.79% | −125−0.8% | Reduced |
| Hudson Canyon Capital Management | 16,400 | $2.01M | 1.29% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 16,389 | $2.01M | 0.51% | +1,210+8.0% | Added |
| Bensler, LLC | 16,344 | $2.00M | 0.29% | +26+0.2% | Added |
| Perennial Investment Advisors, LLC | 16,342 | $2.00M | 0.30% | −1,018−5.9% | Reduced |
| Centerstone Investors, LLC | 16,340 | $2.00M | 1.54% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 16,278 | $1.99M | 0.33% | +1,494+10.1% | Added |
| Little House Capital LLC | 16,262 | $1.99M | 0.66% | +11,954+277.5% | Added |
| Triangle Securities Wealth Management | 16,258 | $1.99M | 0.57% | −1,016−5.9% | Reduced |
| Pingora Partners LLC | 16,247 | $1.99M | 1.45% | −235−1.4% | Reduced |
| Bedel Financial Consulting, Inc. | 16,213 | $1.98M | 0.31% | −763−4.5% | Reduced |
| WMS Partners, LLC | 16,158 | $1.98M | 0.14% | +1,437+9.8% | Added |
| Helios Capital Management Pte. Ltd | 16,150 | $1.98M | 1.39% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 16,118 | $1.97M | 1.30% | −697−4.1% | Reduced |
| Pearl River Capital, LLC | 16,053 | $1.96M | 0.31% | +658+4.3% | Added |
| Norway Savings Bank | 16,043 | $1.96M | 0.82% | −2,479−13.4% | Reduced |
| Letson Investment Management, Inc. | 15,963 | $1.95M | 0.83% | +2,164+15.7% | Added |
| LM Advisors LLC | 15,932 | $1.95M | 0.31% | −6,919−30.3% | Reduced |
| Weik Capital Management | 15,915 | $1.95M | 0.83% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 15,910 | $1.95M | 0.18% | +8,968+129.2% | Added |
| Kovack Advisors, Inc. | 15,839 | $1.94M | 0.23% | −1,447−8.4% | Reduced |