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 |
|---|---|---|---|---|---|
| Bremer Bank National Association | 7,849 | $960.4K | 0.18% | −2,031−20.6% | Reduced |
| Hartford Funds Management Co LLC | 7,837 | $958.9K | 0.09% | +7,837 | New |
| Cypress Wealth Services, LLC | 7,826 | $957.6K | 0.22% | +339+4.5% | Added |
| Advisor OS, LLC | 7,807 | $955.4K | 0.11% | +1,227+18.6% | Added |
| Baldwin Investment Management, LLC | 7,793 | $953.5K | 0.13% | +1,135+17.0% | Added |
| Ridgecrest Wealth Partners, LLC | 7,792 | $953.4K | 0.57% | −127−1.6% | Reduced |
| Centurion Wealth Management LLC | 7,791 | $953.3K | 0.38% | +133+1.7% | Added |
| CIC Wealth, LLC | 7,788 | $952.9K | 0.28% | −372−4.6% | Reduced |
| First Command Advisory Services, Inc. | 7,778 | $951.7K | 0.01% | +65+0.8% | Added |
| Marino, Stram & Associates LLC | 7,778 | $951.7K | 0.23% | −43−0.5% | Reduced |
| 9258 Wealth Management, LLC | 7,775 | $951.4K | 0.15% | +1,488+23.7% | Added |
| Quent Capital, LLC | 7,766 | $950.3K | 0.11% | +327+4.4% | Added |
| Tobam | 7,757 | $949.0K | 0.09% | −319−3.9% | Reduced |
| Palogic Value Management, L.P. | 7,755 | $948.9K | 0.41% | +125+1.6% | Added |
| Valicenti Advisory Services Inc | 7,739 | $947.0K | 0.26% | +30+0.4% | Added |
| S. R. Schill & Associates | 7,726 | $945.4K | 0.41% | +5,224+208.8% | Added |
| Etesian Wealth Advisors, Inc. | 7,719 | $944.5K | 0.54% | −110−1.4% | Reduced |
| Lake Street Financial LLC | 7,708 | $943.2K | 0.13% | +18+0.2% | Added |
| Gables Capital Management Inc. | 7,686 | $940.5K | 0.52% | −90−1.2% | Reduced |
| CoreFirst Bank & Trust | 7,685 | $940.3K | 0.59% | −62−0.8% | Reduced |
| Excalibur Management Corp | 7,678 | $939.5K | 0.40% | +25+0.3% | Added |
| Eclectic Associates Inc | 7,637 | $934.4K | 0.43% | +2,965+63.5% | Added |
| Collaborative Wealth Managment Inc. | 7,630 | $933.6K | 0.47% | +4,964+186.2% | Added |
| Wescott Financial Advisory Group, LLC | 7,618 | $932.1K | 0.12% | +4,403+137.0% | Added |
| Catalyst Capital Advisors LLC | 7,617 | $932.0K | 0.02% | +3,617+90.4% | Added |
| Silverleafe Capital Partners, LLC | 7,615 | $931.8K | 0.37% | +7,615 | New |
| Apexium Financial, LP | 7,610 | $931.1K | 0.07% | −2,198−22.4% | Reduced |
| Keystone Wealth Services, LLC | 7,600 | $929.9K | 0.30% | −145−1.9% | Reduced |
| Aull & Monroe Investment Management Corp | 7,585 | $928.1K | 0.42% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 7,908 | $926.8K | 0.34% | +29+0.4% | Added |
| ERn Financial, LLC | 7,562 | $925.3K | 0.16% | −826−9.8% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,552 | $924.0K | 0.64% | −14−0.2% | Reduced |
| Verdence Capital Advisors LLC | 7,526 | $920.9K | 0.08% | −8−0.1% | Reduced |
| Welch Group, LLC | 7,523 | $920.5K | 0.05% | −40,904−84.5% | Reduced |
| Oxler Private Wealth LLC | 7,507 | $918.6K | 0.36% | −112−1.5% | Reduced |
| Covey Capital Advisors, LLC | 7,504 | $918.2K | 1.11% | −2,991−28.5% | Reduced |
| Vicus Capital | 7,501 | $917.8K | 0.08% | +1,595+27.0% | Added |
| Cedar Brook Financial Partners, LLC | 7,492 | $916.7K | 0.18% | +599+8.7% | Added |
| TrinityPoint Wealth, LLC | 7,473 | $914.4K | 0.15% | −100−1.3% | Reduced |
| Grey Street Capital, LLC | 7,471 | $914.2K | 0.12% | +7,471 | New |
| Arnhold LLC | 7,464 | $913.3K | 0.10% | 00.0% | Unchanged |
| Mittelman Wealth Management | 7,452 | $911.8K | 0.62% | +7,452 | New |
| Cyndeo Wealth Partners, LLC | 7,442 | $910.6K | 0.08% | −80−1.1% | Reduced |
| PFG Advisors | 7,433 | $909.4K | 0.07% | +177+2.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,419 | $907.8K | 0.13% | +77+1.0% | Added |
| Saybrook Capital | 7,400 | $905.0K | 0.24% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 7,396 | $905.0K | 0.15% | +3,408+85.5% | Added |
| Paulson Wealth Management Inc. | 7,389 | $904.1K | 0.27% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 7,366 | $901.3K | 0.57% | +112+1.5% | Added |
| Fiduciary Family Office, LLC | 7,357 | $900.3K | 0.35% | −93−1.2% | Reduced |
| Trust Co of Virginia | 7,357 | $900.2K | 0.09% | −1,847−20.1% | Reduced |
| Traphagen Investment Advisors LLC | 7,344 | $898.6K | 0.10% | −20.0% | Reduced |
| Twin City Private Wealth, LLC | 7,334 | $897.4K | 0.88% | +7,334 | New |
| Richardson Financial Services Inc. | 7,319 | $895.6K | 0.63% | +1,220+20.0% | Added |
| Milestone Asset Management, LLC | 7,318 | $895.5K | 0.26% | +931+14.6% | Added |
| Sabal Trust CO | 7,312 | $894.7K | 0.05% | +1,813+33.0% | Added |
| Lewis Asset Management, LLC | 7,310 | $894.5K | 0.74% | −165−2.2% | Reduced |
| Eagle Strategies LLC | 7,305 | $893.8K | 0.20% | +7,305 | New |
| Old Port Advisors | 7,296 | $892.7K | 0.27% | +20.0% | Added |
| RMR Wealth Builders | 7,290 | $892.0K | 0.11% | −7,067−49.2% | Reduced |
| Seeds Investor LLC | 7,286 | $891.5K | 0.82% | −618−7.8% | Reduced |
| Cedrus LLC | 7,281 | $890.9K | 0.49% | +2,425+49.9% | Added |
| Manchester Capital Management LLC | 7,280 | $890.8K | 0.11% | +496+7.3% | Added |
| Founders Financial Alliance, LLC | 7,276 | $890.3K | 0.27% | −904−11.1% | Reduced |
| Navellier & Associates Inc | 7,271 | $889.7K | 0.11% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,251 | $887.3K | 0.46% | +29+0.4% | Added |
| Soltis Investment Advisors LLC | 7,235 | $885.2K | 0.10% | +494+7.3% | Added |
| Alhambra Investment Partners LLC | 7,218 | $883.1K | 0.48% | +1,598+28.4% | Added |
| Cape Ann Savings Bank | 7,207 | $881.8K | 0.55% | −317−4.2% | Reduced |
| Viawealth, LLC | 7,201 | $881.1K | 0.55% | −42−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 7,199 | $880.9K | 0.09% | −360−4.8% | Reduced |
| LCM Capital Management Inc | 7,187 | $879.4K | 0.57% | −64−0.9% | Reduced |
| Berger Financial Group, Inc | 7,180 | $878.6K | 0.07% | −217−2.9% | Reduced |
| Dearborn Partners LLC | 7,172 | $877.6K | 0.04% | −730−9.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7,167 | $876.9K | 0.13% | −503−6.6% | Reduced |
| Opal Wealth Advisors, LLC | 7,165 | $876.7K | 0.30% | +40+0.6% | Added |
| Foster Group, Inc. | 7,163 | $876.5K | 0.04% | +1,684+30.7% | Added |
| Intact Investment Management Inc. | 7,150 | $874.9K | 0.03% | −2,200−23.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 7,113 | $870.3K | 0.72% | +45+0.6% | Added |
| Hazlett, Burt & Watson, Inc. | 7,091 | $870.0K | 0.52% | −379−5.1% | Reduced |
| Youngs Advisory Group, Inc. | 7,110 | $870.0K | 0.39% | −1,095−13.3% | Reduced |
| Nadler Financial Group, Inc. | 7,108 | $869.8K | 0.11% | −632−8.2% | Reduced |
| Sachetta, LLC | 9,601 | $868.0K | 0.41% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 7,086 | $867.0K | 0.76% | 00.0% | Unchanged |
| Financial Advisory Corp | 7,072 | $865.0K | 0.35% | −631−8.2% | Reduced |
| WESCAP Management Group, Inc. | 7,054 | $863.2K | 0.25% | −497−6.6% | Reduced |
| Central Valley Advisors, LLC | 7,050 | $862.8K | 0.45% | −5−0.1% | Reduced |
| Goldstein Advisors, LLC | 7,032 | $860.4K | 0.15% | −326−4.4% | Reduced |
| Congress Wealth Management LLC | 7,016 | $858.5K | 0.01% | −4,167−37.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 7,003 | $856.9K | 0.12% | +76+1.1% | Added |
| Lantern Wealth Advisors, LLC | 6,996 | $855.9K | 0.60% | +214+3.2% | Added |
| Clarity Wealth Advisors, LLC | 6,976 | $853.5K | 0.29% | −321−4.4% | Reduced |
| Liberty Wealth Management LLC | 6,967 | $853.0K | 0.17% | −575−7.6% | Reduced |
| Integral Investment Advisors, Inc. | 7,042 | $852.0K | 0.35% | +1,796+34.2% | Added |
| Chatham Capital Group, Inc. | 6,951 | $850.5K | 0.16% | −13−0.2% | Reduced |
| NCM Capital Management, LLC | 6,935 | $848.6K | 0.48% | +251+3.8% | Added |
| BCJ Capital Management, LLC | 6,928 | $847.7K | 0.07% | +1,038+17.6% | Added |
| Amplius Wealth Advisors, LLC | 6,926 | $847.5K | 0.09% | −86−1.2% | Reduced |
| PDS Planning, Inc | 6,915 | $846.1K | 0.09% | +407+6.3% | Added |
| Venturi Wealth Management, LLC | 6,914 | $846.0K | 0.05% | +2,485+56.1% | Added |