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 |
|---|---|---|---|---|---|
| Schnieders Capital Management LLC | 13,250 | $1.62M | 0.33% | −94−0.7% | Reduced |
| Donaldson Capital Management, LLC | 13,171 | $1.61M | 0.07% | +180+1.4% | Added |
| Sound View Wealth Advisors Group, LLC | 13,112 | $1.60M | 0.17% | −548−4.0% | Reduced |
| Family Legacy, Inc. | 13,112 | $1.60M | 0.58% | −1,143−8.0% | Reduced |
| Bright Futures Wealth Management, LLC. | 15,693 | $1.60M | 0.87% | +15,693 | New |
| David Loasby | 13,581 | $1.60M | 0.16% | −44−0.3% | Reduced |
| Legacy Private Trust Co. | 13,063 | $1.60M | 0.12% | +274+2.1% | Added |
| RFG Advisory, LLC | 13,041 | $1.60M | 0.05% | −1,024−7.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 13,006 | $1.59M | 0.09% | −790−5.7% | Reduced |
| Pure Financial Advisors, Inc. | 13,005 | $1.59M | 0.05% | −1,199−8.4% | Reduced |
| Cove Private Wealth, LLC | 13,000 | $1.59M | 1.36% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 12,960 | $1.59M | 0.83% | +71+0.6% | Added |
| Boomfish Wealth Group, LLC | 12,919 | $1.58M | 1.06% | −480−3.6% | Reduced |
| Dash Acquisitions Inc. | 13,965 | $1.58M | 0.50% | +1,077+8.4% | Added |
| Naples Global Advisors, LLC | 12,883 | $1.58M | 0.16% | −120−0.9% | Reduced |
| Cape Investment Advisory, Inc. | 12,826 | $1.57M | 0.73% | −421−3.2% | Reduced |
| LBMC Investment Advisors, LLC | 12,770 | $1.56M | 0.14% | +2,286+21.8% | Added |
| Wedmont Private Capital | 13,161 | $1.55M | 0.11% | +830+6.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 12,686 | $1.55M | 1.07% | +753+6.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 17,150 | $1.55M | 0.59% | −1,210−6.6% | Reduced |
| O'Dell Group, LLC | 12,627 | $1.55M | 0.38% | −187−1.5% | Reduced |
| Eaton Financial Holdings Company, LLC | 12,614 | $1.54M | 0.80% | +146+1.2% | Added |
| Adirondack Trust Co | 12,574 | $1.54M | 0.64% | −99−0.8% | Reduced |
| Herold Advisors, Inc. | 12,526 | $1.53M | 0.37% | +264+2.2% | Added |
| Garrison Asset Management, LLC | 12,494 | $1.53M | 0.80% | −283−2.2% | Reduced |
| Watts Gwilliam & Co., LLC | 14,420 | $1.52M | 0.47% | +14,420 | New |
| Moseley Investment Management Inc | 12,392 | $1.52M | 0.75% | +460+3.9% | Added |
| Avantax Planning Partners, Inc. | 12,355 | $1.51M | 0.05% | +309+2.6% | Added |
| Waldron Private Wealth LLC | 12,310 | $1.51M | 0.07% | −429−3.4% | Reduced |
| Caldwell Trust Co | 12,292 | $1.50M | 0.18% | −1,112−8.3% | Reduced |
| Legacy Financial Advisors, Inc. | 12,264 | $1.50M | 0.27% | +1,265+11.5% | Added |
| WNY Asset Management, LLC | 12,223 | $1.50M | 0.23% | −224−1.8% | Reduced |
| Ransom Advisory, Ltd | 12,212 | $1.49M | 0.80% | +12,212 | New |
| New England Asset Management Inc | 12,200 | $1.49M | 0.23% | 00.0% | Unchanged |
| Corecam Pte. Ltd. | 12,200 | $1.49M | 1.38% | +12,200 | New |
| Garden State Investment Advisory Services LLC | 12,219 | $1.49M | 0.55% | −186−1.5% | Reduced |
| Fernwood Investment Management, LLC | 12,182 | $1.49M | 0.43% | −68−0.6% | Reduced |
| Agate Pass Investment Management, LLC | 12,153 | $1.49M | 0.80% | +594+5.1% | Added |
| Confluence Wealth Services, Inc. | 12,119 | $1.48M | 0.13% | +1,112+10.1% | Added |
| EFG Asset Management (North America) Corp. | 12,092 | $1.48M | 0.26% | −64−0.5% | Reduced |
| Gen-Wealth Partners Inc | 12,086 | $1.48M | 0.73% | +12,086 | New |
| Doliver Advisors, LP | 12,075 | $1.48M | 0.42% | −987−7.6% | Reduced |
| Argus Investors' Counsel, Inc. | 12,060 | $1.48M | 0.91% | −2,700−18.3% | Reduced |
| Tempus Wealth Planning, LLC | 12,052 | $1.47M | 0.65% | −86−0.7% | Reduced |
| Clare Market Investments LLC | 12,029 | $1.47M | 0.46% | +1,915+18.9% | Added |
| Legacy Capital Group California, Inc. | 12,011 | $1.47M | 0.54% | +49+0.4% | Added |
| Lester Murray Antman dba SimplyRich | 11,973 | $1.47M | 0.47% | −24−0.2% | Reduced |
| Thomasville National Bank | 11,977 | $1.47M | 0.12% | −7,366−38.1% | Reduced |
| Ronald Blue Trust, Inc. | 11,960 | $1.46M | 0.02% | +1,304+12.2% | Added |
| Avestar Capital, LLC | 11,905 | $1.46M | 0.17% | +3,353+39.2% | Added |
| Transatlantique Private Wealth LLC | 11,892 | $1.46M | 0.63% | +68+0.6% | Added |
| Mechanics Bank Trust Department | 11,864 | $1.45M | 0.21% | +4,800+68.0% | Added |
| Conning Inc. | 11,863 | $1.45M | 0.05% | −260−2.1% | Reduced |
| Guardian Wealth Management, Inc. | 11,862 | $1.45M | 1.12% | −914−7.2% | Reduced |
| Keating Investment Counselors Inc | 11,839 | $1.45M | 0.47% | −7,362−38.3% | Reduced |
| First National Advisers, LLC | 11,835 | $1.45M | 0.32% | +3,756+46.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 11,835 | $1.45M | 0.09% | +10.0% | Added |
| Leisure Capital Management | 11,824 | $1.45M | 0.73% | +478+4.2% | Added |
| Sierra Capital LLC | 11,814 | $1.45M | 0.19% | +20.0% | Added |
| Bank of Hawaii | 11,808 | $1.44M | 0.07% | +268+2.3% | Added |
| Inscription Capital, LLC | 11,790 | $1.44M | 0.24% | +1,833+18.4% | Added |
| Martin & Co Inc | 11,741 | $1.44M | 0.35% | −574−4.7% | Reduced |
| Community Financial Services Group, LLC | 11,736 | $1.44M | 0.33% | +11,736 | New |
| Capital Advisors Inc | 11,730 | $1.44M | 0.03% | +50+0.4% | Added |
| Oder Investment Management, LLC | 11,699 | $1.43M | 1.33% | +345+3.0% | Added |
| Summit Financial, LLC | 11,686 | $1.43M | 0.08% | −1,068−8.4% | Reduced |
| Tectonic Advisors LLC | 11,686 | $1.43M | 0.11% | +471+4.2% | Added |
| S.E.E.D. Planning Group LLC | 11,680 | $1.43M | 0.52% | +2,855+32.4% | Added |
| Simon Quick Advisors, LLC | 11,654 | $1.43M | 0.11% | +2,586+28.5% | Added |
| Girard Partners Ltd. | 11,647 | $1.43M | 0.13% | −5,113−30.5% | Reduced |
| Duncker Streett & Co Inc | 11,590 | $1.42M | 0.28% | −10−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 11,587 | $1.42M | 0.33% | −43−0.4% | Reduced |
| Carr Financial Group Corp | 11,582 | $1.42M | 0.47% | −214−1.8% | Reduced |
| Skopos Labs, Inc. | 11,643 | $1.41M | 0.61% | +774+7.1% | Added |
| First Trust Investment Solutions L.P. | 11,529 | $1.41M | 0.25% | −502−4.2% | Reduced |
| Clarius Group, LLC | 11,500 | $1.41M | 0.10% | −7,917−40.8% | Reduced |
| Aldebaran Financial Inc. | 11,490 | $1.41M | 2.10% | −688−5.6% | Reduced |
| Court Place Advisors, LLC | 11,419 | $1.40M | 0.45% | −1,428−11.1% | Reduced |
| SeaCrest Wealth Management, LLC | 11,378 | $1.39M | 0.17% | −5,663−33.2% | Reduced |
| Eads & Heald Wealth Management | 11,374 | $1.39M | 0.65% | +1,487+15.0% | Added |
| Stokes Family Office, LLC | 11,357 | $1.39M | 0.17% | −644−5.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 11,300 | $1.38M | 0.36% | −910−7.5% | Reduced |
| Allred Capital Management, LLC | 11,249 | $1.38M | 0.54% | −55−0.5% | Reduced |
| Alliance Wealth Advisors, LLC | 11,246 | $1.38M | 0.41% | +926+9.0% | Added |
| DF Dent & Co Inc | 11,190 | $1.37M | 0.02% | +4,997+80.7% | Added |
| Smith Anglin Financial, LLC | 11,180 | $1.37M | 0.14% | −33−0.3% | Reduced |
| BLB&B Advisors, LLC | 11,176 | $1.37M | 0.08% | −49,140−81.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,122 | $1.36M | 0.03% | −1,637−12.8% | Reduced |
| Ballast, Inc. | 11,122 | $1.36M | 0.43% | +603+5.7% | Added |
| Nemes Rush Group LLC | 11,090 | $1.36M | 0.19% | +447+4.2% | Added |
| ZWJ Investment Counsel Inc | 11,068 | $1.35M | 0.06% | +1,139+11.5% | Added |
| AXS Investments LLC | 11,064 | $1.35M | 0.33% | −2,414−17.9% | Reduced |
| Hayek Kallen Investment Management | 11,008 | $1.35M | 0.52% | +30.0% | Added |
| Capricorn Fund Managers Ltd | 11,000 | $1.35M | 0.81% | +11,000 | New |
| Palouse Capital Management, Inc. | 10,994 | $1.35M | 0.89% | −503−4.4% | Reduced |
| Synergy Financial Group, LTD | 10,990 | $1.34M | 1.52% | −346−3.1% | Reduced |
| Avitas Wealth Management LLC | 10,972 | $1.34M | 0.20% | −65−0.6% | Reduced |
| Octavia Wealth Advisors, LLC | 10,972 | $1.34M | 0.20% | +151+1.4% | Added |
| Strategic Blueprint, LLC | 10,937 | $1.34M | 0.10% | +59+0.5% | Added |
| Prostatis Group LLC | 10,931 | $1.34M | 0.51% | +751+7.4% | Added |