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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 15,831 | $1.94M | 0.15% | −40−0.3% | Reduced |
| Diamant Asset Management, Inc. | 15,825 | $1.94M | 1.34% | −60.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,805 | $1.93M | 1.13% | +30.0% | Added |
| Benedetti & Gucer, Inc. | 15,730 | $1.93M | 0.96% | −1,020−6.1% | Reduced |
| Eagle Bluffs Wealth Management LLC | 15,688 | $1.92M | 1.19% | +186+1.2% | Added |
| China Universal Asset Management Co., Ltd. | 15,672 | $1.92M | 0.24% | +3,681+30.7% | Added |
| Bangor Savings Bank | 15,662 | $1.92M | 0.20% | +30.0% | Added |
| NovaPoint Capital, LLC | 15,648 | $1.91M | 0.67% | −768−4.7% | Reduced |
| Campbell Newman Asset Management Inc | 15,565 | $1.90M | 0.15% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 15,563 | $1.90M | 1.42% | −1,961−11.2% | Reduced |
| Davidson Trust Co | 15,555 | $1.90M | 1.11% | +670+4.5% | Added |
| Delphi Management Inc | 15,553 | $1.90M | 1.48% | −214−1.4% | Reduced |
| JNBA Financial Advisors | 15,486 | $1.89M | 0.20% | −950−5.8% | Reduced |
| Schechter Investment Advisors, LLC | 15,383 | $1.88M | 0.14% | +1,525+11.0% | Added |
| National Philanthropic Trust | 15,380 | $1.88M | 0.04% | −219−1.4% | Reduced |
| Alpha Omega Wealth Management LLC | 15,336 | $1.88M | 0.35% | −239−1.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,323 | $1.87M | 0.06% | +277+1.8% | Added |
| Kingswood Wealth Advisors, LLC | 15,261 | $1.87M | 0.22% | −1,844−10.8% | Reduced |
| New England Research & Management, Inc. | 15,262 | $1.87M | 0.92% | −40−0.3% | Reduced |
| Auxier Asset Management | 15,219 | $1.86M | 0.28% | −93−0.6% | Reduced |
| Birchbrook, Inc. | 15,217 | $1.86M | 1.11% | −1,434−8.6% | Reduced |
| Trustco Bank Corp N Y | 15,213 | $1.86M | 1.93% | −325−2.1% | Reduced |
| FLC Capital Advisors | 15,160 | $1.85M | 0.47% | −2,215−12.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 15,128 | $1.85M | 1.11% | −5,075−25.1% | Reduced |
| Financial Advocates Investment Management | 15,101 | $1.85M | 0.11% | −1,141−7.0% | Reduced |
| Alpha Cubed Investments, LLC | 15,098 | $1.85M | 0.10% | +1,317+9.6% | Added |
| Voya Financial Advisors, Inc. | 15,244 | $1.84M | 0.21% | +1,809+13.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,988 | $1.83M | 0.07% | −829−5.2% | Reduced |
| Carmel Capital Partners, LLC | 14,926 | $1.83M | 0.76% | +722+5.1% | Added |
| One Capital Management, LLC | 14,920 | $1.83M | 0.07% | −2,165−12.7% | Reduced |
| Bigelow Investment Advisors, LLC | 14,869 | $1.82M | 0.89% | −869−5.5% | Reduced |
| Western Wealth Management, LLC | 14,844 | $1.82M | 0.14% | −12,454−45.6% | Reduced |
| Journey Advisory Group, LLC | 14,839 | $1.82M | 0.22% | −2,117−12.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,835 | $1.81M | 1.44% | −85−0.6% | Reduced |
| J. W. Coons Advisors, LLC | 14,811 | $1.81M | 0.41% | −125−0.8% | Reduced |
| NewEdge Wealth, LLC | 16,081 | $1.81M | 0.04% | −137−0.8% | Reduced |
| Delta Financial Advisors LLC | 14,786 | $1.81M | 0.72% | +1,367+10.2% | Added |
| SWS Partners | 14,767 | $1.81M | 0.54% | +14,767 | New |
| Archer Investment Corp | 14,701 | $1.80M | 0.54% | −76−0.5% | Reduced |
| Delta Financial Group, Inc. | 14,696 | $1.80M | 0.53% | −444−2.9% | Reduced |
| MidWestOne Financial Group, Inc. | 14,676 | $1.80M | 0.32% | −1,484−9.2% | Reduced |
| Claro Advisors LLC | 14,674 | $1.80M | 0.31% | +563+4.0% | Added |
| Nations Financial Group Inc, | 14,646 | $1.79M | 0.15% | +153+1.1% | Added |
| Trust Co of Oklahoma | 14,581 | $1.78M | 0.63% | −392−2.6% | Reduced |
| Atlas Private Wealth Management | 14,559 | $1.78M | 0.75% | +2,009+16.0% | Added |
| Sheets Smith Wealth Management | 14,510 | $1.78M | 0.20% | +8,242+131.5% | Added |
| Unique Wealth Strategies, LLC | 14,487 | $1.77M | 0.87% | +222+1.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,408 | $1.76M | 0.01% | −1,217,156−98.8% | Reduced |
| Imprint Wealth LLC | 14,506 | $1.76M | 0.43% | +14,506 | New |
| Winthrop Advisory Group LLC | 14,397 | $1.76M | 0.25% | −397−2.7% | Reduced |
| Chiron Capital Management, LLC | 14,361 | $1.76M | 1.60% | −4,765−24.9% | Reduced |
| Qtron Investments LLC | 14,304 | $1.75M | 0.25% | +2,371+19.9% | Added |
| BSW Wealth Partners | 14,293 | $1.75M | 0.30% | +477+3.5% | Added |
| Midland Wealth Advisors LLC | 14,289 | $1.75M | 0.11% | +2,365+19.8% | Added |
| Bank Hapoalim BM | 14,249 | $1.74M | 0.23% | −379−2.6% | Reduced |
| Cumberland Advisors Inc | 14,250 | $1.74M | 0.65% | 00.0% | Unchanged |
| American Investment Services, Inc. | 14,248 | $1.74M | 0.31% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 20,442 | $1.74M | 0.18% | −412−2.0% | Reduced |
| Cetera Trust Company, N.A | 14,225 | $1.74M | 1.05% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 14,208 | $1.74M | 0.35% | −100−0.7% | Reduced |
| Old National Bancorp | 14,203 | $1.74M | 0.04% | −704−4.7% | Reduced |
| Private Trust Co NA | 14,200 | $1.74M | 0.19% | +1,446+11.3% | Added |
| MWA Asset Management | 14,184 | $1.74M | 1.26% | +577+4.2% | Added |
| Good Life Advisors, LLC | 14,171 | $1.73M | 0.15% | −946−6.3% | Reduced |
| Carl P. Sherr & Co., LLC | 14,098 | $1.73M | 0.97% | +351+2.6% | Added |
| Modern Wealth Management, LLC | 14,094 | $1.72M | 0.16% | +8,646+158.7% | Added |
| Game Plan Financial Advisors, LLC | 14,079 | $1.72M | 0.87% | +14,074+281,480.0% | Added |
| KPP Advisory Services LLC | 14,070 | $1.72M | 0.47% | −99−0.7% | Reduced |
| Estabrook Capital Management | 14,043 | $1.72M | 0.27% | −1,179−7.7% | Reduced |
| Dana Investment Advisors, Inc. | 14,040 | $1.72M | 0.06% | −2,758−16.4% | Reduced |
| Ridgewood Investments LLC | 14,035 | $1.72M | 0.91% | +211+1.5% | Added |
| Rockland Trust Co | 14,027 | $1.72M | 0.09% | −1,283−8.4% | Reduced |
| Monetta Financial Services Inc | 14,000 | $1.71M | 1.55% | +2,000+16.7% | Added |
| My Legacy Advisors, LLC | 13,996 | $1.71M | 0.57% | +556+4.1% | Added |
| James Investment Research Inc | 13,915 | $1.70M | 0.20% | +7,304+110.5% | Added |
| Omnia Family Wealth, LLC | 13,891 | $1.70M | 0.80% | +185+1.3% | Added |
| Eos Management, L.P. | 13,831 | $1.69M | 0.70% | +13,831 | New |
| BancorpSouth Bank | 13,811 | $1.69M | 0.12% | +1,628+13.4% | Added |
| Elmwood Wealth Management, Inc. | 13,779 | $1.69M | 0.72% | +1,343+10.8% | Added |
| Exencial Wealth Advisors, LLC | 13,758 | $1.68M | 0.06% | +2,245+19.5% | Added |
| Payden & Rygel | 13,730 | $1.68M | 0.11% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 13,730 | $1.68M | 0.11% | +13,730 | New |
| Capital Markets Trading UK LLP | 13,696 | $1.68M | 1.22% | −29,043−68.0% | Reduced |
| Resurgent Financial Advisors LLC | 13,657 | $1.67M | 0.89% | +3,190+30.5% | Added |
| Jmac Enterprises LLC | 13,597 | $1.66M | 0.31% | +506+3.9% | Added |
| Centiva Capital, LP | 13,589 | $1.66M | 0.09% | −7,339−35.1% | Reduced |
| Perpetual Ltd | 13,538 | $1.66M | 0.02% | +8,120+149.9% | Added |
| Ceera Investments, LLC | 13,530 | $1.66M | 0.72% | −300−2.2% | Reduced |
| Founders Financial Securities LLC | 13,470 | $1.65M | 0.17% | +1,235+10.1% | Added |
| Hollencrest Capital Management | 13,450 | $1.65M | 0.08% | −4,054−23.2% | Reduced |
| Occidental Asset Management, LLC | 13,427 | $1.64M | 0.31% | +13,427 | New |
| Coastal Investment Advisors, Inc. | 13,406 | $1.64M | 0.34% | +1,429+11.9% | Added |
| Hancock Whitney Corp | 13,379 | $1.64M | 0.06% | +666+5.2% | Added |
| Dillon & Associates Inc | 13,420 | $1.64M | 0.26% | −2,585−16.2% | Reduced |
| TD Private Client Wealth LLC | 13,353 | $1.63M | 0.05% | +361+2.8% | Added |
| Balboa Wealth Partners | 13,349 | $1.63M | 0.52% | +2,461+22.6% | Added |
| GAMMA Investing LLC | 13,348 | $1.63M | 0.33% | +2,284+20.6% | Added |
| Investors Asset Management of Georgia Inc | 13,339 | $1.63M | 0.77% | −1,089−7.5% | Reduced |
| Fort Sheridan Advisors LLC | 13,331 | $1.63M | 0.31% | −2,370−15.1% | Reduced |
| Calamos Wealth Management LLC | 13,297 | $1.63M | 0.09% | +1,396+11.7% | Added |