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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 10,930 | $1.34M | 0.14% | +520+5.0% | Added |
| Mechanics Financial Corp | 10,927 | $1.34M | 0.70% | +293+2.8% | Added |
| Southeast Asset Advisors Inc. | 10,925 | $1.34M | 0.16% | +726+7.1% | Added |
| Cape Cod Five Cents Savings Bank | 10,904 | $1.33M | 0.13% | −770−6.6% | Reduced |
| Change Path, LLC | 10,891 | $1.33M | 0.05% | +2,763+34.0% | Added |
| Forbes J M & Co LLP | 10,887 | $1.33M | 0.14% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 11,816 | $1.33M | 0.06% | +11,816 | New |
| ELCO Management Co., LLC | 10,831 | $1.33M | 0.81% | +125+1.2% | Added |
| Sittner & Nelson, LLC | 10,775 | $1.32M | 0.66% | −97−0.9% | Reduced |
| Garde Capital, Inc. | 10,741 | $1.31M | 0.09% | +2,078+24.0% | Added |
| Fidelis Capital Partners, LLC | 10,733 | $1.31M | 0.20% | +1,846+20.8% | Added |
| Sutton Place Investors LLC | 10,724 | $1.31M | 0.65% | +365+3.5% | Added |
| Old Mission Investment Co LLC | 10,718 | $1.31M | 0.44% | −109−1.0% | Reduced |
| Birmingham Capital Management Co Inc | 10,656 | $1.30M | 0.48% | −3,480−24.6% | Reduced |
| Constant Guidance Financial LLC | 11,065 | $1.30M | 1.21% | +11,065 | New |
| Cheviot Value Management, LLC | 10,634 | $1.30M | 0.29% | −375−3.4% | Reduced |
| Sentry Investment Management LLC | 10,634 | $1.30M | 0.51% | +5,478+106.2% | Added |
| Argent Advisors, Inc. | 10,626 | $1.30M | 0.51% | +448+4.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,602 | $1.30M | 0.23% | +309+3.0% | Added |
| Hartline Investment Corp | 10,602 | $1.30M | 0.23% | +551+5.5% | Added |
| Woodmont Investment Counsel LLC | 10,542 | $1.29M | 0.11% | −512−4.6% | Reduced |
| Chicago Capital, LLC | 10,531 | $1.29M | 0.04% | −249−2.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,518 | $1.29M | 0.07% | −967−8.4% | Reduced |
| HF Advisory Group, LLC | 10,502 | $1.29M | 0.72% | +256+2.5% | Added |
| VitalStone Financial, LLC | 10,493 | $1.28M | 0.98% | +1,413+15.6% | Added |
| Palisade Capital Management LLC | 10,480 | $1.28M | 0.03% | −4,500−30.0% | Reduced |
| Deltec Asset Management LLC | 10,458 | $1.28M | 0.25% | −9,400−47.3% | Reduced |
| Intrust Bank NA | 10,441 | $1.28M | 0.14% | −230−2.2% | Reduced |
| Citizens & Northern Corp | 10,437 | $1.28M | 0.43% | +4,118+65.2% | Added |
| Equitable Trust Co | 10,422 | $1.28M | 0.09% | +906+9.5% | Added |
| Enterprise Bank & Trust Co | 10,414 | $1.27M | 0.44% | +916+9.6% | Added |
| LCNB Corp | 10,413 | $1.27M | 0.46% | −3,650−26.0% | Reduced |
| Ausdal Financial Partners, Inc. | 10,410 | $1.27M | 0.15% | −482−4.4% | Reduced |
| Circle Wealth Management, LLC | 10,390 | $1.27M | 0.03% | +232+2.3% | Added |
| StoneX Group Inc. | 10,375 | $1.27M | 0.11% | −405−3.8% | Reduced |
| JFS Wealth Advisors, LLC | 10,367 | $1.27M | 0.10% | −744−6.7% | Reduced |
| Marcum Wealth, LLC | 10,363 | $1.27M | 0.13% | +1,189+13.0% | Added |
| AIA Group Ltd | 10,347 | $1.27M | 0.04% | +10,347 | New |
| Americana Partners, LLC | 10,340 | $1.27M | 0.11% | −1,938−15.8% | Reduced |
| Uncommon Cents Investing LLC | 10,334 | $1.26M | 0.39% | −444−4.1% | Reduced |
| Abundance Wealth Counselors | 10,271 | $1.26M | 0.29% | +293+2.9% | Added |
| Davis Capital Management | 10,241 | $1.24M | 1.11% | −435−4.1% | Reduced |
| Boston Trust Walden Corp | 10,156 | $1.24M | 0.01% | +830+8.9% | Added |
| Widmann Financial Services, Inc. | 10,134 | $1.24M | 1.04% | −23−0.2% | Reduced |
| E Fund Management Co., Ltd. | 10,128 | $1.24M | 0.08% | +7,242+250.9% | Added |
| Semmax Financial Advisors Inc. | 11,701 | $1.24M | 0.41% | −258−2.2% | Reduced |
| Blue Edge Capital, LLC | 10,184 | $1.23M | 0.21% | +3,900+62.1% | Added |
| Joule Financial, LLC | 10,083 | $1.23M | 0.51% | +1,089+12.1% | Added |
| Rockingstone Advisors LLC | 10,079 | $1.23M | 0.64% | −160−1.6% | Reduced |
| AlphaStar Capital Management, LLC | 10,059 | $1.23M | 0.13% | +565+6.0% | Added |
| Abbot Financial Management, Inc. | 10,055 | $1.23M | 0.68% | −539−5.1% | Reduced |
| Salvus Wealth Management, LLC | 10,000 | $1.22M | 0.84% | −59−0.6% | Reduced |
| Fifth Lane Capital, LP | 10,000 | $1.22M | 1.59% | +10,000 | New |
| Great Diamond Partners, LLC | 9,988 | $1.22M | 0.28% | −1,381−12.1% | Reduced |
| Rocky Mountain Advisers, LLC | 9,953 | $1.22M | 0.39% | +2,095+26.7% | Added |
| Highline Wealth Partners LLC | 9,935 | $1.22M | 0.50% | +134+1.4% | Added |
| Cornerstone Advisory, LLC | 9,906 | $1.21M | 0.17% | +283+2.9% | Added |
| Larson Financial Group LLC | 9,833 | $1.20M | 0.09% | +408+4.3% | Added |
| Copperleaf Capital, LLC | 9,828 | $1.20M | 1.04% | +2,587+35.7% | Added |
| TLWM | 9,808 | $1.20M | 0.27% | −188−1.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 9,802 | $1.20M | 0.89% | −1,533−13.5% | Reduced |
| Bank of Stockton | 9,756 | $1.19M | 0.37% | −12−0.1% | Reduced |
| Burney Co | 9,704 | $1.19M | 0.05% | −12−0.1% | Reduced |
| TCM Advisors, LLC | – | $1.19M | 0.93% | – | – |
| DB Fitzpatrick & Co, Inc | 9,694 | $1.19M | 1.09% | −1,097−10.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 9,682 | $1.18M | 0.82% | +9,682 | New |
| Moody Lynn & Lieberson, LLC | 9,681 | $1.18M | 0.08% | −139−1.4% | Reduced |
| Forte Capital LLC | 9,652 | $1.18M | 0.15% | −311−3.1% | Reduced |
| Icon Advisers Inc | 9,700 | $1.18M | 0.26% | 00.0% | Unchanged |
| Optimum Investment Advisors | 9,583 | $1.17M | 0.54% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 9,581 | $1.17M | 0.56% | −286−2.9% | Reduced |
| Breakwater Capital Group | 9,579 | $1.17M | 0.29% | +1,498+18.5% | Added |
| Norden Group LLC | 9,537 | $1.17M | 0.24% | +439+4.8% | Added |
| Audent Global Asset Management, LLC | 9,535 | $1.17M | 1.19% | +622+7.0% | Added |
| Lloyd Advisory Services, LLC. | 9,515 | $1.16M | 0.25% | +9,515 | New |
| Millennium Capital Advisors, LLC | 9,512 | $1.16M | 0.82% | +132+1.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,303 | $1.16M | 0.49% | −1,094−9.6% | Reduced |
| Monterey Private Wealth, Inc. | 9,495 | $1.16M | 0.47% | +184+2.0% | Added |
| Mather Group, LLC. | 12,827 | $1.16M | 0.02% | −1,924−13.0% | Reduced |
| DeDora Capital, Inc. | 9,464 | $1.16M | 0.37% | +2,033+27.4% | Added |
| Pinnacle Holdings, LLC | 9,461 | $1.16M | 0.47% | −785−7.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 9,446 | $1.16M | 0.09% | −2,900−23.5% | Reduced |
| Bowen Hanes & Co Inc | 9,425 | $1.15M | 0.03% | −25−0.3% | Reduced |
| Missouri Trust & Investment Co | 9,417 | $1.15M | 0.44% | +2,655+39.3% | Added |
| Aaron Wealth Advisors | 9,408 | $1.15M | 0.17% | +1,846+24.4% | Added |
| Jupiter Wealth Management LLC | 10,915 | $1.15M | 0.61% | +1,720+18.7% | Added |
| Newman Dignan & Sheerar, Inc. | 9,397 | $1.15M | 0.31% | −419−4.3% | Reduced |
| ASB Consultores, LLC | 9,389 | $1.15M | 0.30% | +6,805+263.4% | Added |
| Eastern Bank | 9,378 | $1.15M | 0.05% | −255−2.6% | Reduced |
| Bridge Advisory, LLC | 9,361 | $1.15M | 0.57% | +246+2.7% | Added |
| Garrison Point Advisors, LLC | 9,343 | $1.14M | 0.73% | +51+0.5% | Added |
| United Bank | 9,334 | $1.14M | 0.58% | −405−4.2% | Reduced |
| LexAurum Advisors, LLC | 9,321 | $1.14M | 0.29% | +122+1.3% | Added |
| Valley Brook Capital Group | 9,319 | $1.14M | 0.91% | −243−2.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 9,316 | $1.14M | 1.06% | −980−9.5% | Reduced |
| OMC Financial Services LTD | 9,297 | $1.14M | 0.58% | +9,297 | New |
| Romano Brothers and Company | 9,295 | $1.14M | 0.16% | −1,578−14.5% | Reduced |
| Cornerstone National Bank & Trust Co | 9,290 | $1.14M | 0.57% | +1,589+20.6% | Added |
| Profit Investment Management, LLC | 9,228 | $1.13M | 0.64% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 9,219 | $1.13M | 0.81% | −79−0.8% | Reduced |