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; 2,949 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 | 2,949 | $127.3B |
| Q1 2026 | 3,016 | $125.0B |
| Q4 2025 | 3,186 | $151.4B |
| Q3 2025 | 3,082 | $148.5B |
| Q2 2025 | 3,209 | $162.0B |
| Q1 2025 | 3,076 | $127.0B |
| Q4 2024 | 3,248 | $141.5B |
| Q3 2024 | 2,940 | $119.2B |
| Q2 2024 | 3,034 | $122.6B |
| Q1 2024 | 3,178 | $152.6B |
| Q4 2023 | 3,009 | $109.0B |
| Q3 2023 | 2,831 | $94.4B |
| Q2 2023 | 2,962 | $102.4B |
| Q1 2023 | 3,076 | $116.4B |
| Q4 2022 | 2,995 | $100.6B |
| Q3 2022 | 3,005 | $109.7B |
| Q2 2022 | 3,015 | $107.4B |
| Q1 2022 | 3,297 | $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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 9,207 | $1.13M | 0.09% | −954−9.4% | Reduced |
| Clear Creek Financial Management, LLC | 9,186 | $1.12M | 0.14% | −1,173−11.3% | Reduced |
| Ellevest, Inc. | 9,180 | $1.12M | 0.07% | +213+2.4% | Added |
| Armstrong Henry H Associates Inc | 9,179 | $1.12M | 0.11% | +120+1.3% | Added |
| First County Bank | 9,156 | $1.12M | 0.55% | −903−9.0% | Reduced |
| Sweet Financial Partners, LLC | 9,155 | $1.12M | 0.26% | −18−0.2% | Reduced |
| Biltmore Family Office, LLC | 9,084 | $1.11M | 0.22% | +391+4.5% | Added |
| Prosperity Consulting Group, LLC | 9,077 | $1.11M | 0.14% | +2,241+32.8% | Added |
| Main Street Financial Solutions, LLC | 9,064 | $1.11M | 0.12% | +1,330+17.2% | Added |
| Camden Capital, LLC | 9,049 | $1.11M | 0.10% | −5,088−36.0% | Reduced |
| Symmetry Partners, LLC | 9,040 | $1.11M | 0.09% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 9,032 | $1.11M | 0.38% | +1,028+12.8% | Added |
| Piscataqua Savings Bank | 9,026 | $1.10M | 0.97% | −377−4.0% | Reduced |
| Vance Wealth, Inc. | 9,023 | $1.10M | 0.44% | +65+0.7% | Added |
| Trust Point Inc. | 9,012 | $1.10M | 0.09% | +358+4.1% | Added |
| Pflug Koory, LLC | 8,993 | $1.10M | 0.54% | +91+1.0% | Added |
| CX Institutional | 8,977 | $1.10M | 0.05% | +1,192+15.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 8,955 | $1.10M | 0.18% | −557−5.9% | Reduced |
| Zullo Investment Group, Inc. | 8,949 | $1.10M | 0.51% | −50−0.6% | Reduced |
| Fairbanks Capital Management, Inc. | 8,921 | $1.09M | 0.75% | −3,363−27.4% | Reduced |
| Successful Portfolios LLC | 8,921 | $1.09M | 0.74% | −99−1.1% | Reduced |
| Joseph P. Lucia & Associates, LLC | 8,915 | $1.09M | 0.58% | −2,622−22.7% | Reduced |
| Smartleaf Asset Management LLC | 8,979 | $1.09M | 0.21% | +2,637+41.6% | Added |
| Greenfield Seitz Capital Management, LLC | 8,872 | $1.09M | 0.40% | −500−5.3% | Reduced |
| Dohj, LLC | 8,854 | $1.08M | 0.29% | +813+10.1% | Added |
| Trust Investment Advisors | 8,837 | $1.08M | 0.78% | −355−3.9% | Reduced |
| United Community Bank | 8,830 | $1.08M | 0.42% | +20.0% | Added |
| Essex Savings Bank | 11,898 | $1.07M | 0.31% | 00.0% | Unchanged |
| Wendell David Associates Inc | 8,780 | $1.07M | 0.11% | −325−3.6% | Reduced |
| Arvest Investments, Inc. | 8,750 | $1.07M | 0.17% | −152−1.7% | Reduced |
| Keynote Financial Services LLC | 8,747 | $1.07M | 0.90% | +8,747 | New |
| Prestige Wealth Management Group LLC | 8,745 | $1.07M | 0.23% | −350−3.8% | Reduced |
| Opinicus Capital, Inc. | 8,742 | $1.07M | 0.95% | −85−1.0% | Reduced |
| US Asset Management LLC | 8,726 | $1.07M | 0.96% | −108−1.2% | Reduced |
| Strid Group, LLC | 8,702 | $1.06M | 0.19% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 8,700 | $1.06M | 0.13% | −14,563−62.6% | Reduced |
| Cim Investment Mangement Inc | 8,690 | $1.06M | 0.32% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 8,674 | $1.06M | 0.16% | +4,257+96.4% | Added |
| Aberdeen Wealth Management LLC | 8,659 | $1.06M | 0.62% | 00.0% | Unchanged |
| Investors Research Corp | 8,659 | $1.06M | 0.25% | +37+0.4% | Added |
| Aries Wealth Management | 8,651 | $1.06M | 0.34% | −45−0.5% | Reduced |
| Sonnipe Ltd | 8,610 | $1.05M | 0.11% | +576+7.2% | Added |
| St. Johns Investment Management Company, LLC | 8,592 | $1.05M | 0.50% | +23+0.3% | Added |
| Farmers Trust Co | 8,592 | $1.05M | 0.21% | +321+3.9% | Added |
| Cassaday & Co Wealth Management LLC | 8,570 | $1.05M | 0.03% | +859+11.1% | Added |
| Valmark Advisers, Inc. | 8,566 | $1.05M | 0.02% | +822+10.6% | Added |
| Alps Advisors Inc | 8,553 | $1.05M | 0.01% | −676−7.3% | Reduced |
| Balentine LLC | 8,542 | $1.05M | 0.03% | −292−3.3% | Reduced |
| Hedges Asset Management LLC | 8,525 | $1.04M | 0.73% | +275+3.3% | Added |
| Connecticut Wealth Management, LLC | 8,508 | $1.04M | 0.06% | −1,618−16.0% | Reduced |
| Providence Wealth Advisors, LLC | 8,527 | $1.04M | 0.89% | −6,489−43.2% | Reduced |
| Eagle Asset Management Inc | 8,539 | $1.04M | 0.01% | +8,539 | New |
| PGGM Investments | 8,466 | $1.04M | 0.02% | +8,466 | New |
| Hilltop Partners LLC | 8,455 | $1.03M | 0.37% | −774−8.4% | Reduced |
| Zevenbergen Capital Investments LLC | 8,450 | $1.03M | 0.02% | −1,165−12.1% | Reduced |
| EverSource Wealth Advisors, LLC | 9,303 | $1.03M | 0.08% | +2,262+32.1% | Added |
| Howard Capital Management Group, LLC | 8,440 | $1.03M | 0.08% | −205,161−96.0% | Reduced |
| Vista Investment Partners LLC | 8,421 | $1.03M | 0.35% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 8,386 | $1.03M | 0.24% | −2,129−20.2% | Reduced |
| Clear Harbor Asset Management, LLC | 8,371 | $1.02M | 0.09% | −615−6.8% | Reduced |
| Old Point Trust & Financial Services N A | 8,371 | $1.02M | 0.37% | −302−3.5% | Reduced |
| Aprio Wealth Management, LLC | 8,341 | $1.02M | 0.20% | +3,955+90.2% | Added |
| Syon Capital LLC | 8,325 | $1.02M | 0.10% | +1,293+18.4% | Added |
| Virtue Capital Management, LLC | 20,031 | $1.02M | 0.18% | +14,979+296.5% | Added |
| Angeles Wealth Management, LLC | 8,301 | $1.02M | 0.10% | +556+7.2% | Added |
| MCF Advisors LLC | 8,297 | $1.02M | 0.08% | −347−4.0% | Reduced |
| Schulhoff & Co Inc | 8,291 | $1.01M | 0.44% | +401+5.1% | Added |
| Sax Wealth Advisors, LLC | 8,289 | $1.01M | 0.12% | +339+4.3% | Added |
| Gleason Group, Inc. | 8,283 | $1.01M | 0.21% | −111−1.3% | Reduced |
| Oakworth Capital, Inc. | 8,252 | $1.01M | 0.08% | −361−4.2% | Reduced |
| BigSur Wealth Management LLC | 8,250 | $1.01M | 0.32% | −7,892−48.9% | Reduced |
| Investment Partners, Ltd. | 8,241 | $1.01M | 0.46% | +15+0.2% | Added |
| Williamson Legacy Group, LLC | 8,223 | $1.01M | 0.78% | +547+7.1% | Added |
| First National Bank Sioux Falls | 8,221 | $1.01M | 0.55% | +204+2.5% | Added |
| Spreng Capital Management, Inc. | 8,217 | $1.01M | 0.54% | −596−6.8% | Reduced |
| Keystone Financial Group | 8,213 | $1.00M | 0.15% | −301−3.5% | Reduced |
| Accredited Investors Inc. | 8,203 | $1.00M | 0.06% | +121+1.5% | Added |
| Legacy Advisory Services, LLC | 8,189 | $1.00M | 0.95% | −1,383−14.4% | Reduced |
| Mayflower Financial Advisors, LLC | 8,188 | $1.00M | 0.17% | +15+0.2% | Added |
| Silver Oak Securities, Inc | 8,170 | $999.7K | 0.15% | +238+3.0% | Added |
| Proffitt & Goodson Inc | 8,166 | $999.2K | 0.18% | +56+0.7% | Added |
| Key Client Fiduciary Advisors, LLC | 8,139 | $995.8K | 0.53% | +339+4.3% | Added |
| Wintrust Investments LLC | 8,122 | $994.0K | 0.09% | −524−6.1% | Reduced |
| Nicolet Bankshares Inc | 8,108 | $992.1K | 0.25% | −263−3.1% | Reduced |
| Encompass Wealth Advisors, LLC | 8,102 | $991.3K | 0.26% | +5,378+197.4% | Added |
| Peoples Bank | 8,077 | $988.3K | 0.77% | −25−0.3% | Reduced |
| Arrowroot Family Office, LLC | 8,074 | $987.9K | 0.63% | −157−1.9% | Reduced |
| Sippican Capital Advisors | 8,063 | $986.6K | 0.77% | −820−9.2% | Reduced |
| Formidable Asset Management, LLC | 8,041 | $983.9K | 0.16% | +1,309+19.4% | Added |
| Onyx Bridge Wealth Group LLC | 8,672 | $977.5K | 0.17% | −3,575−29.2% | Reduced |
| RVW Wealth, LLC | 7,983 | $976.7K | 0.10% | +1,077+15.6% | Added |
| Weaver Consulting Group | 7,965 | $974.6K | 0.36% | −120−1.5% | Reduced |
| Outfitter Financial LLC | 7,965 | $974.6K | 0.80% | −45−0.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,951 | $972.8K | 0.38% | +555+7.5% | Added |
| Spectrum Wealth Advisory Group, LLC | 7,945 | $972.2K | 1.12% | −5−0.1% | Reduced |
| Waterloo Capital, L.P. | 7,943 | $971.9K | 0.12% | +1,900+31.4% | Added |
| First United Bank Trust | 7,927 | $969.9K | 0.36% | −107−1.3% | Reduced |
| Transcendent Capital Group LLC | 7,912 | $968.1K | 0.56% | +108+1.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 7,878 | $964.0K | 0.09% | +71+0.9% | Added |
| Humankind Investments LLC | 7,869 | $962.9K | 0.25% | −766−8.9% | Reduced |